| 5/2/2025 | Carson Advisory Inc. | 73,675 | $2.63M | 1.8% | +15.8% | 0.018% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 627,338 | $22.36M | 9.2% | +22.8% | 0.149% | |
| 5/2/2025 | Acas LLC | 271,549 | $9.55M | 7.3% | +9.8% | 0.065% | |
| 5/2/2025 | Fortis Group Advisors LLC | 52,300 | $1.86M | 0.4% | +47.2% | 0.012% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 52,204 | $1.86M | 0.0% | -2.2% | 0.012% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 35,501 | $1.27M | 0.1% | -3.6% | 0.008% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 18,466 | $658K | 0.1% | +28.4% | 0.004% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 39,977 | $1.43M | 0.0% | +42.3% | 0.010% | |
| 5/2/2025 | Capital A Wealth Management LLC | 2,605 | $93K | 0.1% | -65.3% | 0.001% | |
| 5/2/2025 | Apollon Wealth Management LLC | 9,861 | $351K | 0.0% | N/A | 0.002% | |
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| 5/2/2025 | Bogart Wealth LLC | 2,327,557 | $82.95M | 3.9% | +89.3% | 0.554% | |
| 5/2/2025 | Sigma Planning Corp | 271,474 | $9.68M | 0.3% | -3.9% | 0.065% | |
| 5/2/2025 | Transcendent Capital Group LLC | 69,020 | $2.46M | 1.4% | +9.3% | 0.016% | |
| 5/1/2025 | Florida Financial Advisors LLC | 6,008 | $214K | 0.1% | N/A | 0.001% | |
| 5/1/2025 | Bleakley Financial Group LLC | 99,819 | $3.56M | 0.1% | -0.8% | 0.024% | |
| 5/1/2025 | Weatherly Asset Management L. P. | 7,274 | $259K | 0.0% | -11.5% | 0.002% | |
| 5/1/2025 | A&I Financial Services LLC | 70,779 | $2.52M | 1.7% | -0.7% | 0.017% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 24,813 | $884K | 0.8% | +14.5% | 0.006% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 203,350 | $7.25M | 4.5% | +70.8% | 0.048% | |
| 5/1/2025 | CWM LLC | 1,130,886 | $40.31M | 0.2% | +116.5% | 0.269% | |
| 5/1/2025 | Hughes Financial Services LLC | 774 | $28K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 379,377 | $13.52M | 0.8% | +17.1% | 0.090% | |
| 5/1/2025 | Stephens Inc. AR | 13,857 | $494K | 0.0% | +98.0% | 0.003% | |
| 5/1/2025 | Curtis Advisory Group LLC | 47,036 | $1.68M | 0.5% | N/A | 0.011% | |
| 5/1/2025 | Realta Investment Advisors | 47,006 | $1.68M | 0.8% | +16.3% | 0.011% | |
| 5/1/2025 | Fifth Third Securities Inc. | 6,495 | $231K | 0.0% | N/A | 0.002% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 21,888 | $780K | 0.2% | +54.8% | 0.005% | |
| 5/1/2025 | SteelPeak Wealth LLC | 45,863 | $1.64M | 0.1% | +20.0% | 0.011% | |
| 5/1/2025 | Diversify Wealth Management LLC | 20,176 | $704K | 0.1% | N/A | 0.005% | |
| 5/1/2025 | WESPAC Advisors LLC | 37,370 | $1.33M | 1.1% | -1.7% | 0.009% | |
| 4/30/2025 | Seamount Financial Group Inc. | 176,663 | $6.30M | 4.3% | +7.0% | 0.042% | |
| 4/30/2025 | Burford Brothers Inc. | 22,214 | $792K | 0.4% | +7.0% | 0.005% | |
| 4/30/2025 | Cerity Partners LLC | 65,205 | $2.32M | 0.0% | +1.7% | 0.016% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 91,598 | $3.26M | 0.5% | +380.7% | 0.022% | |
| 4/30/2025 | Code Waechter LLC | 166,774 | $5.94M | 4.9% | +9.8% | 0.040% | |
| 4/30/2025 | Allworth Financial LP | 147,108 | $5.09M | 0.0% | +1.8% | 0.035% | |
| 4/30/2025 | Aurdan Capital Management LLC | 90,884 | $3.24M | 1.2% | +136.1% | 0.022% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 42,913 | $1.53M | 0.2% | -3.4% | 0.010% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 628,083 | $22.39M | 0.6% | +0.3% | 0.149% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 21,017 | $749K | 0.3% | +46.5% | 0.005% | |
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| 4/30/2025 | Silverlake Wealth Management LLC | 71,820 | $2.56M | 1.0% | +2.8% | 0.017% | |
| 4/30/2025 | Ridgeline Wealth Planning LLC | 240,249 | $8.56M | 8.4% | +3.2% | 0.057% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 65,873 | $2.35M | 0.0% | +26.5% | 0.016% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 55,756 | $1.99M | 0.1% | +2.4% | 0.013% | |
| 4/30/2025 | Brown Advisory Inc. | 18,152 | $647K | 0.0% | +153.4% | 0.004% | |
| 4/30/2025 | Synergy Investment Management LLC | 148,127 | $5.28M | 2.2% | +14.7% | 0.035% | |
| 4/30/2025 | Fullcircle Wealth LLC | 37,494 | $1.31M | 0.5% | N/A | 0.009% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 178,238 | $6.35M | 0.2% | +3.5% | 0.042% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 436,985 | $15.57M | 5.1% | +8.2% | 0.104% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 15,207,625 | $542M | 0.2% | +36.6% | 3.617% | |
| 4/29/2025 | Capital Planning LLC | 40,632 | $1.45M | 0.4% | -2.5% | 0.010% | |
| 4/29/2025 | Olistico Wealth LLC | 164,029 | $5.85M | 3.6% | +11.3% | 0.039% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 538,457 | $19.19M | 0.5% | +35.3% | 0.128% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,193,756 | $42.55M | 0.0% | N/A | 0.284% | |
| 4/29/2025 | World Investment Advisors | 152,649 | $5.44M | 0.1% | +38.4% | 0.036% | |
| 4/29/2025 | Truist Financial Corp | 1,157,484 | $41.25M | 0.1% | +12.8% | 0.275% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 6,719 | $239K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Strategic Blueprint LLC | 581,157 | $20.71M | 1.1% | +15.4% | 0.138% | |
| 4/29/2025 | Brookstone Capital Management | 87,317 | $3.11M | 0.0% | +9.8% | 0.021% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 302,402 | $10.78M | 0.1% | -1.8% | 0.072% | |
| 4/29/2025 | Royal Harbor Partners LLC | 632,187 | $22.53M | 8.7% | +39.0% | 0.150% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 462,425 | $16.40M | 1.5% | +6.0% | 0.110% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 125,825 | $4.49M | 0.6% | +117.0% | 0.030% | |
| 4/28/2025 | D.A. Davidson & CO. | 3,241,910 | $115.54M | 0.9% | +739.0% | 0.771% | |
| 4/28/2025 | Mutual Advisors LLC | 177,053 | $6.15M | 0.2% | +105.5% | 0.042% | |
| 4/28/2025 | Gutierrez Wealth Advisory LLC | 367,579 | $13.10M | 10.6% | +5.2% | 0.087% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 93,008 | $3.32M | 0.9% | +35.2% | 0.022% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 119,364 | $4.25M | 2.3% | +2.5% | 0.028% | |
| 4/28/2025 | Latitude Advisors LLC | 57,358 | $2.04M | 1.2% | +20.7% | 0.014% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 7,924 | $282K | 0.1% | +8.4% | 0.002% | |
| 4/28/2025 | Novem Group | 150,855 | $5.38M | 0.8% | +34.9% | 0.036% | |
| 4/28/2025 | Private Trust Co. NA | 20,041 | $714K | 0.1% | -4.9% | 0.005% | |
| 4/28/2025 | Financial Advocates Investment Management | 305,619 | $10.89M | 0.8% | +47.9% | 0.073% | |
| 4/28/2025 | DAVENPORT & Co LLC | 82,667 | $2.95M | 0.0% | +12.8% | 0.020% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 100,496 | $3.58M | 0.4% | +16.1% | 0.024% | |
| 4/28/2025 | BetterWealth LLC | 203,761 | $7.26M | 2.0% | +11.1% | 0.048% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 81,168 | $2.89M | 0.4% | +0.4% | 0.019% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 111,640 | $3.98M | 2.5% | +3.2% | 0.027% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 160,800 | $5.73M | 0.5% | +17.3% | 0.038% | |
| 4/25/2025 | Westside Investment Management Inc. | 9,815 | $350K | 0.1% | +151.7% | 0.002% | |
| 4/25/2025 | Valley National Advisers Inc. | 7,581 | $269K | 0.0% | +42.0% | 0.002% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 346,308 | $12.31M | 0.5% | +8.2% | 0.082% | |
| 4/25/2025 | Essex Financial Services Inc. | 219,823 | $7.84M | 0.6% | +13.9% | 0.052% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 51,398 | $1.83M | 0.2% | +79.6% | 0.012% | |
| 4/25/2025 | Sovran Advisors LLC | 202,074 | $6.77M | 0.9% | +27.5% | 0.048% | |
| 4/25/2025 | Convergence Financial LLC | 99,510 | $3.55M | 0.7% | +360.7% | 0.024% | |
| 4/25/2025 | WJ Wealth Management LLC | 478,473 | $17.05M | 6.0% | -25.1% | 0.114% | |
| 4/24/2025 | Golden State Wealth Management LLC | 890 | $32K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 5,091,069 | $172.33M | 10.8% | +8.1% | 1.211% | |
| 4/24/2025 | Hartmann Taylor Wealth Management LLC | 266,019 | $9.48M | 8.5% | N/A | 0.063% | |
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| 4/24/2025 | Beacon Financial Advisory LLC | 370,005 | $13.19M | 4.0% | +13.2% | 0.088% | |
| 4/24/2025 | Holistic Planning LLC | 74,315 | $2.65M | 0.9% | -3.2% | 0.018% | |
| 4/24/2025 | Investment Advisory Services Inc. TX ADV | 16,264 | $580K | 0.2% | +23.4% | 0.004% | |
| 4/23/2025 | KPP Advisory Services LLC | 267,156 | $9.52M | 1.8% | +0.7% | 0.064% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 34,600 | $1.23M | 0.3% | +25.1% | 0.008% | |
| 4/23/2025 | Western Wealth Management LLC | 375,378 | $13.38M | 0.9% | -8.3% | 0.089% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 400,995 | $14.29M | 1.1% | +12.1% | 0.099% | |
| 4/23/2025 | SOL Capital Management CO | 75,872 | $2.70M | 0.3% | +32.1% | 0.019% | |
| 4/23/2025 | Perigon Wealth Management LLC | 49,239 | $1.76M | 0.0% | +0.9% | 0.012% | |
| 4/23/2025 | Cvfg LLC | 8,462 | $302K | 0.3% | N/A | 0.002% | |
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