| 5/2/2025 | Kingsview Wealth Management LLC | 5,727 | $455K | 0.0% | -2.6% | 0.010% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 3,152 | $242K | 0.0% | N/A | 0.005% | |
| 5/2/2025 | Future You Wealth LLC | 181,519 | $14.41M | 9.2% | +25.9% | 0.302% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 3,198 | $254K | 0.0% | -7.8% | 0.005% | |
| 5/2/2025 | Sigma Planning Corp | 53,493 | $4.25M | 0.1% | -1.4% | 0.089% | |
| 5/1/2025 | Key Financial Inc | 96,859 | $7.69M | 1.7% | -1.5% | 0.161% | |
| 5/1/2025 | CWM LLC | 9,928 | $788K | 0.0% | +133.8% | 0.017% | |
| 5/1/2025 | TruNorth Capital Management LLC | 4,853 | $385K | 0.1% | N/A | 0.008% | |
| 5/1/2025 | ARK & TLK Investments LLC | 5,764 | $457K | 0.2% | -7.2% | 0.010% | |
| 4/30/2025 | FIDELIS iM LLC | 236,179 | $18.75M | 8.7% | +42.7% | 0.393% | |
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| 4/30/2025 | Cerity Partners LLC | 37,873 | $3.01M | 0.0% | +9.4% | 0.063% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 13,976 | $1.11M | 0.1% | +12.0% | 0.023% | |
| 4/30/2025 | Principal Securities Inc. | 8,867 | $690K | 0.0% | +18.6% | 0.015% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 384,103 | $30.49M | 0.5% | -8.9% | 0.639% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 105,688 | $8.39M | 0.5% | +1.6% | 0.176% | |
| 4/29/2025 | Fairway Wealth LLC | 259,033 | $20.56M | 6.3% | +16.3% | 0.431% | |
| 4/29/2025 | Financial Counselors Inc. | 3,982 | $316K | 0.0% | -4.5% | 0.007% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 597,464 | $47.42M | 0.0% | +7.8% | 0.993% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 68,716 | $5.45M | 0.1% | +1,657.0% | 0.114% | |
| 4/29/2025 | Bank of New York Mellon Corp | 53,354 | $4.24M | 0.0% | +793.4% | 0.089% | |
| 4/29/2025 | Element Wealth LLC | 8,026 | $637K | 0.3% | -1.9% | 0.013% | |
| 4/28/2025 | D.A. Davidson & CO. | 180,863 | $14.36M | 0.1% | +22.8% | 0.301% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 6,019 | $478K | 0.2% | -21.1% | 0.010% | |
| 4/25/2025 | Mather Group LLC. | 32,283 | $2.56M | 0.0% | -2.8% | 0.054% | |
| 4/25/2025 | MidAtlantic Capital Management Inc. | 38,737 | $3.08M | 2.4% | +30.9% | 0.064% | |
| 4/25/2025 | Spinnaker Trust | 4,980 | $395K | 0.0% | -7.2% | 0.008% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 1,175 | $93K | 0.0% | -11.3% | 0.002% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 123,916 | $9.84M | 1.9% | -8.7% | 0.206% | |
| 4/25/2025 | Sovran Advisors LLC | 12,586 | $941K | 0.1% | N/A | 0.021% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 18,602 | $1.48M | 0.4% | -1.0% | 0.031% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 4,700 | $369K | 0.0% | N/A | 0.008% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 19,822 | $1.57M | 0.7% | +31.4% | 0.033% | |
| 4/24/2025 | Tranquility Partners LLC | 16,294 | $1.29M | 0.5% | +4.3% | 0.027% | |
| 4/24/2025 | Nadler Financial Group Inc. | 48,360 | $3.84M | 0.4% | +2.0% | 0.080% | |
| 4/23/2025 | Western Wealth Management LLC | 7,641 | $606K | 0.0% | -4.0% | 0.013% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 688 | $55K | 0.0% | +61.9% | 0.001% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 7,827 | $621K | 0.0% | N/A | 0.013% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,354 | $107K | 0.0% | +100.0% | 0.002% | |
| 4/23/2025 | International Assets Investment Management LLC | 7,872 | $625K | 0.0% | -2.4% | 0.013% | |
| 4/23/2025 | Win Advisors Inc. | 112,987 | $8.97M | 4.6% | N/A | 0.188% | |
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| 4/23/2025 | Valmark Advisers Inc. | 4,915 | $390K | 0.0% | +21.4% | 0.008% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 12,810 | $1.02M | 0.0% | -1.3% | 0.021% | |
| 4/23/2025 | Team Financial Group LLC | 21,577 | $1.71M | 1.0% | -14.3% | 0.036% | |
| 4/22/2025 | Rodgers & Associates LTD | 3,510 | $279K | 0.0% | +4.5% | 0.006% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 586,039 | $46.51M | 0.2% | +1.0% | 0.974% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 14,276 | $1.05M | 0.4% | +56.0% | 0.024% | |
| 4/22/2025 | H&H Retirement Design & Management INC | 67,409 | $4.94M | 3.2% | -0.6% | 0.112% | |
| 4/22/2025 | Inlight Wealth Management LLC | 851 | $68K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | PFG Investments LLC | 9,235 | $733K | 0.0% | +3.6% | 0.015% | |
| 4/22/2025 | Heritage Wealth Management Inc. Texas | 11,210 | $890K | 0.5% | +33.6% | 0.019% | |
| 4/22/2025 | Advisor Resource Council | 5,926 | $455K | 0.0% | N/A | 0.010% | |
| 4/21/2025 | True Link Financial Advisors LLC | 45,623 | $3.62M | 0.3% | N/A | 0.076% | |
| 4/21/2025 | CLG LLC | 246,056 | $19.53M | 6.8% | +62.2% | 0.409% | |
| 4/21/2025 | United Advisor Group LLC | 108,948 | $8.65M | 1.8% | +5.5% | 0.181% | |
| 4/21/2025 | Well Done LLC | 10,114 | $787K | 0.1% | +20.9% | 0.017% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 8,181 | $649K | 0.2% | +112.7% | 0.014% | |
| 4/21/2025 | Fox Financial Inc | 313,249 | $24.86M | 23.4% | +0.8% | 0.521% | |
| 4/21/2025 | Aspiriant LLC | 40,224 | $3.19M | 0.1% | -2.8% | 0.067% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 53,614 | $4.26M | 0.2% | -11.0% | 0.089% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 2,561 | $203K | 0.1% | -24.3% | 0.004% | |
| 4/17/2025 | Mission Wealth Management LP | 33,950 | $2.70M | 0.1% | -5.0% | 0.057% | |
| 4/17/2025 | 1900 Wealth Management LLC | 62,473 | $4.96M | 0.4% | +6.6% | 0.106% | |
| 4/17/2025 | Howard Bailey Securities LLC | 67,973 | $5.40M | 2.2% | -11.0% | 0.115% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 10,172 | $807K | 0.0% | N/A | 0.017% | |
| 4/16/2025 | CRA Financial Services LLC | 31,904 | $2.53M | 0.4% | +0.5% | 0.054% | |
| 4/16/2025 | IAG Wealth Partners LLC | 415,606 | $32.99M | 5.1% | +0.8% | 0.702% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 136,910 | $10.87M | 0.0% | -4.7% | 0.231% | |
| 4/16/2025 | Powers Advisory Group LLC | 5,816 | $462K | 0.2% | -7.7% | 0.010% | |
| 4/15/2025 | Noble Wealth Management PBC | 1,437 | $114K | 0.1% | -16.0% | 0.002% | |
| 4/15/2025 | Foresight Capital Management Advisors Inc. | 24,734 | $1.96M | 1.2% | N/A | 0.042% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 11,838 | $940K | 0.1% | N/A | 0.020% | |
| 4/15/2025 | CX Institutional | 102,701 | $8.15M | 0.3% | -4.9% | 0.173% | |
| 4/15/2025 | Sarasin & Partners LLP | 46,577 | $3.66M | 0.0% | N/A | 0.079% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 6,151 | $488K | 0.0% | +21.1% | 0.010% | |
| 4/14/2025 | Midland Wealth Advisors LLC | 7,714 | $612K | 0.0% | -3.3% | 0.013% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,961 | $393K | 0.0% | N/A | 0.008% | |
| 4/14/2025 | Capital Investment Advisors LLC | 2,601 | $206K | 0.0% | N/A | 0.004% | |
| 4/14/2025 | Meridian Financial Partners LLC | 37,314 | $2.96M | 1.5% | -2.3% | 0.063% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 16,654 | $1.32M | 0.1% | +1.4% | 0.028% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 219,598 | $17.43M | 2.5% | +0.5% | 0.371% | |
| 4/14/2025 | Wedmont Private Capital | 20,048 | $1.50M | 0.1% | +145.5% | 0.034% | |
| 4/11/2025 | Insight Advisors LLC PA | 3,477 | $276K | 0.0% | -7.5% | 0.006% | |
| 4/11/2025 | Adamsbrown Wealth Consultants LLC | 7,846 | $623K | 0.2% | -11.8% | 0.013% | |
| 4/11/2025 | 626 Financial LLC | 9,326 | $740K | 0.4% | -6.2% | 0.016% | |
| 4/11/2025 | Armstrong Fleming & Moore Inc | 2,963 | $235K | 0.3% | N/A | 0.005% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,000 | $238K | 0.0% | N/A | 0.005% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 61,510 | $4.88M | 0.8% | -55.5% | 0.104% | |
| 4/10/2025 | Beacon Financial Group | 13,075 | $1.04M | 0.1% | -32.2% | 0.022% | |
| 4/9/2025 | RFG Advisory LLC | 120,842 | $9.59M | 0.3% | +17.3% | 0.204% | |
| 4/9/2025 | Merit Financial Group LLC | 11,675 | $927K | 0.0% | +54.7% | 0.020% | |
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| 4/9/2025 | Graves Light Lenhart Wealth Inc. | 69,240 | $5.50M | 0.7% | -0.9% | 0.117% | |
| 4/9/2025 | Sarasin & Partners LLP | 46,577 | $3.66M | 0.0% | N/A | 0.079% | |
| 4/9/2025 | NBC Securities Inc. | 2,625 | $208K | 0.0% | +87,400.0% | 0.004% | |
| 4/9/2025 | Moller Wealth Partners | 93,356 | $7.41M | 1.8% | -1.3% | 0.158% | |
| 4/7/2025 | GAMMA Investing LLC | 74,925 | $5.95M | 0.0% | +7,837.0% | 0.127% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 143,736 | $11.18M | 0.0% | +5.0% | 0.244% | |
| 3/10/2025 | SpringVest Wealth Management LLC | 6,551 | $510K | 0.4% | N/A | 0.011% | |
| 2/24/2025 | H&H Retirement Design & Management INC | 67,848 | $5.53M | 3.4% | -1.2% | 0.122% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 950,788 | $73.96M | 1.7% | +7.1% | 1.709% | |
| 2/24/2025 | United Advisor Group LLC | 103,263 | $8.03M | 1.6% | +11.9% | 0.186% | |
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