| 5/2/2025 | Kingsview Wealth Management LLC | 92,185 | $1.91M | 0.0% | +39.5% | 0.030% | |
| 5/2/2025 | Concord Wealth Partners | 24,502 | $507K | 0.1% | -39.2% | 0.008% | |
| 5/2/2025 | Welch & Forbes LLC | 102,869 | $2.13M | 0.0% | -4.6% | 0.034% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 46,135 | $955K | 0.0% | +1.1% | 0.015% | |
| 5/2/2025 | Victory Capital Management Inc. | 400,000 | $8.28M | 0.0% | N/A | 0.132% | |
| 5/2/2025 | PAX Financial Group LLC | 11,246 | $233K | 0.0% | N/A | 0.004% | |
| 5/2/2025 | Wealthfront Advisers LLC | 102,966 | $2.13M | 0.0% | +10.6% | 0.034% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 151,896 | $3.14M | 0.8% | -1.1% | 0.050% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 2,597,850 | $53.78M | 0.0% | +73.9% | 0.857% | |
| 5/2/2025 | Castlekeep Investment Advisors LLC | 112,404 | $2.33M | 1.2% | -36.1% | 0.037% | |
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| 5/2/2025 | Sumitomo Life Insurance Co. | 3,347,454 | $69.29M | 2.5% | +7.9% | 1.104% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 6,070 | $126K | 0.0% | +26.4% | 0.002% | |
| 5/2/2025 | Apollon Wealth Management LLC | 103,477 | $2.14M | 0.0% | -36.7% | 0.034% | |
| 5/2/2025 | Sigma Planning Corp | 54,387 | $1.13M | 0.0% | +27.6% | 0.018% | |
| 5/2/2025 | Edgestream Partners L.P. | 172,541 | $3.57M | 0.1% | -47.5% | 0.057% | |
| 5/1/2025 | Cutter & CO Brokerage Inc. | 9,800 | $203K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | Left Brain Wealth Management LLC | 59,067 | $1.22M | 0.5% | +20.4% | 0.019% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 11,333 | $235K | 0.0% | N/A | 0.004% | |
| 5/1/2025 | CWM LLC | 65,982 | $1.37M | 0.0% | +7.4% | 0.022% | |
| 5/1/2025 | Stephens Inc. AR | 352,423 | $7.30M | 0.1% | +0.7% | 0.116% | |
| 5/1/2025 | Nikulski Financial Inc. | 37,010 | $766K | 0.2% | -2.2% | 0.012% | |
| 5/1/2025 | Park Square Financial Group LLC | 2,300 | $48K | 0.0% | -21.7% | 0.001% | |
| 5/1/2025 | Diversify Wealth Management LLC | 261,073 | $5.41M | 0.4% | +43.8% | 0.086% | |
| 5/1/2025 | Croban | 29,526 | $611K | 0.6% | N/A | 0.010% | |
| 4/30/2025 | Cerity Partners LLC | 884,516 | $18.31M | 0.0% | -10.1% | 0.292% | |
| 4/30/2025 | DMC Group LLC | 47,893 | $991K | 0.8% | -38.0% | 0.016% | |
| 4/30/2025 | Allworth Financial LP | 5,616 | $116K | 0.0% | -26.0% | 0.002% | |
| 4/30/2025 | Peddock Capital Advisors LLC | 70,768 | $1.47M | 0.4% | +8.2% | 0.023% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 411,107 | $8.51M | 1.1% | -8.0% | 0.136% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,566 | $239K | 0.0% | -12.6% | 0.004% | |
| 4/30/2025 | Investment Partners LTD. | 24,806 | $513K | 0.2% | N/A | 0.008% | |
| 4/30/2025 | J Hagan Capital Inc. | 213,659 | $4.50M | 4.0% | N/A | 0.070% | |
| 4/29/2025 | TD Private Client Wealth LLC | 59,019 | $1.22M | 0.0% | +9.6% | 0.019% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,933,736 | $81.43M | 0.0% | -8.7% | 1.297% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 166,348 | $3.44M | 1.0% | -1.7% | 0.055% | |
| 4/29/2025 | Quattro Financial Advisors LLC | 71,069 | $1.47M | 0.5% | +17.4% | 0.023% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 154,148 | $3.19M | 0.2% | -9.3% | 0.051% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 116,127 | $2.40M | 0.1% | +60.0% | 0.038% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,724,884 | $77.11M | 0.0% | -24.8% | 1.229% | |
| 4/29/2025 | World Investment Advisors | 34,522 | $715K | 0.0% | +27.8% | 0.011% | |
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| 4/29/2025 | Capital Investment Advisory Services LLC | 3,132 | $65K | 0.0% | +248.4% | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 28,324 | $586K | 0.0% | +14.8% | 0.009% | |
| 4/29/2025 | Brookstone Capital Management | 645,534 | $13.36M | 0.2% | -4.7% | 0.213% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 711,031 | $14.72M | 0.3% | +66.9% | 0.235% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 32,375 | $670K | 0.0% | -11.0% | 0.011% | |
| 4/29/2025 | Calamos Advisors LLC | 2,841,231 | $58.81M | 0.3% | +1.8% | 0.937% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 94,185 | $1.95M | 0.5% | N/A | 0.031% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 532,852 | $11.03M | 1.6% | +3,959.8% | 0.176% | |
| 4/28/2025 | D.A. Davidson & CO. | 568,675 | $11.77M | 0.1% | -0.4% | 0.188% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 66,709 | $1.38M | 0.6% | N/A | 0.022% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 72,442 | $1.50M | 0.3% | -3.1% | 0.024% | |
| 4/28/2025 | Novem Group | 125,700 | $2.60M | 0.4% | -1.3% | 0.041% | |
| 4/28/2025 | Private Trust Co. NA | 7,204 | $149K | 0.0% | +53.1% | 0.002% | |
| 4/28/2025 | Fiduciary Group LLC | 11,440 | $237K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | LFA Lugano Financial Advisors SA | 2,260 | $47K | 0.0% | -62.7% | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 15,886 | $329K | 0.0% | -4.7% | 0.005% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 77,849 | $1.61M | 0.2% | +47.1% | 0.026% | |
| 4/28/2025 | Vontobel Holding Ltd. | 27,000 | $559K | 0.0% | N/A | 0.009% | |
| 4/25/2025 | J.Safra Asset Management Corp | 142,739 | $2.96M | 0.2% | +5.0% | 0.047% | |
| 4/25/2025 | K2 Financial Inc. | 23,109 | $473K | 0.5% | +3.8% | 0.008% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 116,772 | $2.42M | 0.6% | +11.2% | 0.039% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 28,911 | $600K | 0.0% | +6.6% | 0.010% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 17,409 | $360K | 0.2% | N/A | 0.006% | |
| 4/25/2025 | Verity Asset Management Inc. | 79,157 | $1.64M | 0.7% | -11.2% | 0.026% | |
| 4/25/2025 | Bay Capital Advisors LLC | 166,060 | $3.44M | 2.9% | +12.0% | 0.055% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 51,934 | $1.08M | 0.2% | -23.0% | 0.017% | |
| 4/25/2025 | Guardian Asset Advisors LLC | 168,337 | $3.49M | 2.3% | +2.8% | 0.056% | |
| 4/25/2025 | Parker Financial LLC | 11,624 | $241K | 0.1% | -16.4% | 0.004% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 65,993 | $1.37M | 0.0% | -16.0% | 0.022% | |
| 4/24/2025 | Family Investment Center Inc. | 37,523 | $777K | 0.2% | -95.4% | 0.012% | |
| 4/24/2025 | Motiv8 Investments LLC | 54,230 | $1.12M | 0.7% | -6.2% | 0.018% | |
| 4/23/2025 | Balefire LLC | 56,963 | $1.18M | 0.4% | N/A | 0.019% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 285,163 | $5.90M | 0.0% | -31.9% | 0.094% | |
| 4/23/2025 | Perigon Wealth Management LLC | 133,181 | $2.76M | 0.1% | -31.9% | 0.044% | |
| 4/23/2025 | TigerOak Management L.L.C. | 152,251 | $3.15M | 1.2% | +10.3% | 0.050% | |
| 4/23/2025 | Golden State Wealth Management LLC | 4,968 | $103K | 0.0% | +100.0% | 0.002% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 94,185 | $1.95M | 0.1% | N/A | 0.031% | |
| 4/23/2025 | Spire Wealth Management | 196,487 | $4.07M | 0.1% | +19.7% | 0.065% | |
| 4/23/2025 | Golden State Equity Partners | 35,348 | $732K | 0.1% | -51.2% | 0.012% | |
| 4/23/2025 | Strategic Investment Advisors MI | 780,916 | $16.17M | 1.7% | +5.8% | 0.258% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 16,462 | $341K | 0.1% | +3.9% | 0.005% | |
| 4/23/2025 | FORM Wealth Advisors LLC | 660,296 | $13.67M | 1.9% | N/A | 0.218% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 49,996 | $1.04M | 0.0% | +4.7% | 0.016% | |
| 4/22/2025 | TrueMark Investments LLC | 23,406 | $485K | 0.1% | -72.6% | 0.008% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 464,721 | $9.62M | 0.0% | +15.0% | 0.153% | |
| 4/22/2025 | Sage Financial Group Inc. | 91,647 | $1.90M | 0.2% | -49.0% | 0.030% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 8,160 | $169K | 0.1% | +24.4% | 0.003% | |
| 4/22/2025 | TT Capital Management LLC | 77,358 | $1.60M | 1.3% | -9.0% | 0.026% | |
| 4/22/2025 | Brendel Financial Advisors LLC | 125,293 | $2.59M | 1.6% | -2.8% | 0.041% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 27,225 | $564K | 0.3% | +104.0% | 0.009% | |
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| 4/22/2025 | Appleton Partners Inc. MA | 145,741 | $3.02M | 0.2% | +4.4% | 0.048% | |
| 4/22/2025 | PFG Investments LLC | 16,193 | $335K | 0.0% | -6.3% | 0.005% | |
| 4/22/2025 | Advisor Resource Council | 10,130 | $210K | 0.0% | N/A | 0.003% | |
| 4/21/2025 | Stableford Capital II LLC | 15,680 | $323K | 0.1% | -93.6% | 0.005% | |
| 4/21/2025 | Blue Trust Inc. | 3,624 | $75K | 0.0% | -34.7% | 0.001% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 207,735 | $4.30M | 0.7% | -6.2% | 0.069% | |
| 4/21/2025 | Matthew Goff Investment Advisor LLC | 359,205 | $7.44M | 1.4% | +4.2% | 0.118% | |
| 4/21/2025 | HCR Wealth Advisors | 148,551 | $3.08M | 0.4% | -1.2% | 0.049% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 516,563 | $10.69M | 0.0% | -2.1% | 0.170% | |
| 4/21/2025 | Friedenthal Financial | 9,070 | $188K | 0.1% | -9.0% | 0.003% | |
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