| 5/2/2025 | Concord Wealth Partners | 233,015 | $11.54M | 1.9% | +3.4% | 0.319% | |
| 5/2/2025 | BIP Wealth LLC | 52,818 | $2.62M | 0.2% | -1.3% | 0.072% | |
| 5/2/2025 | Concord Asset Management LLC VA | 156,630 | $7.31M | 1.6% | +19.9% | 0.214% | |
| 5/2/2025 | Larson Financial Group LLC | 43,624 | $2.16M | 0.1% | +40.8% | 0.060% | |
| 5/2/2025 | Apollon Wealth Management LLC | 51,233 | $2.54M | 0.1% | +0.6% | 0.070% | |
| 5/2/2025 | Sigma Planning Corp | 7,433 | $368K | 0.0% | +8.2% | 0.010% | |
| 5/1/2025 | Berkeley Inc | 7,155 | $354K | 0.2% | -7.0% | 0.010% | |
| 5/1/2025 | CWM LLC | 93,423 | $4.63M | 0.0% | -26.6% | 0.128% | |
| 5/1/2025 | Nikulski Financial Inc. | 93,117 | $4.61M | 1.4% | +1.9% | 0.127% | |
| 4/30/2025 | Cerity Partners LLC | 12,718 | $630K | 0.0% | -33.3% | 0.017% | |
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| 4/30/2025 | Allworth Financial LP | 11,846 | $562K | 0.0% | +2.1% | 0.016% | |
| 4/30/2025 | Principal Securities Inc. | 39,186 | $2.00M | 0.0% | +1.7% | 0.054% | |
| 4/30/2025 | New Insight Wealth Advisors | 12,710 | $629K | 0.3% | +7.8% | 0.017% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 25,027 | $1.24M | 0.7% | +6.8% | 0.034% | |
| 4/29/2025 | Financial Counselors Inc. | 68,918 | $3.41M | 0.1% | -0.5% | 0.094% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 363,076 | $17.98M | 0.0% | -9.1% | 0.497% | |
| 4/29/2025 | Chilton Capital Management LLC | 1,115 | $55K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 30,239 | $1.50M | 0.0% | +355.7% | 0.041% | |
| 4/29/2025 | Bank of New York Mellon Corp | 186,842 | $9.25M | 0.0% | +15.2% | 0.256% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 230,750 | $11.43M | 0.4% | +0.3% | 0.316% | |
| 4/28/2025 | D.A. Davidson & CO. | 113,369 | $5.61M | 0.0% | -4.4% | 0.155% | |
| 4/28/2025 | Private Trust Co. NA | 8,810 | $436K | 0.0% | +4.4% | 0.012% | |
| 4/28/2025 | Keybank National Association OH | 488,190 | $24.18M | 0.1% | +2.2% | 0.668% | |
| 4/28/2025 | Vontobel Holding Ltd. | 6,543 | $324K | 0.0% | -8.2% | 0.009% | |
| 4/28/2025 | Salomon & Ludwin LLC | 44,521 | $2.21M | 0.2% | -0.7% | 0.061% | |
| 4/25/2025 | West Bancorporation Inc. | 7,781 | $385K | 0.3% | -27.8% | 0.011% | |
| 4/25/2025 | JNBA Financial Advisors | 62,960 | $3.12M | 0.3% | -11.6% | 0.086% | |
| 4/25/2025 | Mather Group LLC. | 26,680 | $1.32M | 0.0% | -4.9% | 0.037% | |
| 4/25/2025 | Saxon Interests Inc. | 14,418 | $714K | 0.3% | +25.5% | 0.020% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 6,031 | $299K | 0.0% | +9.9% | 0.008% | |
| 4/25/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 32,034 | $1.59M | 0.6% | +1.8% | 0.044% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 336,463 | $16.66M | 1.8% | +3.7% | 0.461% | |
| 4/25/2025 | Financial Insights Inc. | 59,094 | $2.93M | 1.2% | -5.4% | 0.081% | |
| 4/24/2025 | Golden State Wealth Management LLC | 8,747 | $433K | 0.1% | +4.5% | 0.012% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 7,554 | $374K | 0.1% | +65.7% | 0.010% | |
| 4/23/2025 | Western Wealth Management LLC | 9,450 | $468K | 0.0% | +3.1% | 0.013% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 529 | $26K | 0.0% | -36.9% | 0.001% | |
| 4/23/2025 | White Pine Investment CO | 167,962 | $8.32M | 2.2% | +2.8% | 0.230% | |
| 4/23/2025 | Alpine Bank Wealth Management | 530 | $26K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 10,354 | $513K | 0.0% | +23.7% | 0.014% | |
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| 4/23/2025 | Navis Wealth Advisors LLC | 20,458 | $1.01M | 1.0% | +5.6% | 0.028% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 11,540 | $571K | 0.1% | -7.8% | 0.016% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 22,338 | $1.11M | 0.0% | +20.2% | 0.031% | |
| 4/23/2025 | Team Financial Group LLC | 18,638 | $923K | 0.5% | -65.0% | 0.026% | |
| 4/22/2025 | Consolidated Planning Corp | 15,970 | $791K | 0.1% | +3.0% | 0.022% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 101,891 | $5.05M | 0.3% | -2.7% | 0.139% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 7,602 | $376K | 0.0% | -12.7% | 0.010% | |
| 4/22/2025 | Prairie Wealth Advisors Inc. | 19,747 | $978K | 0.5% | +5.2% | 0.027% | |
| 4/22/2025 | Friday Financial | 7,004 | $352K | 0.2% | +7.7% | 0.010% | |
| 4/22/2025 | Rodgers & Associates LTD | 40,287 | $2.00M | 0.2% | -1.0% | 0.055% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 206,216 | $10.21M | 0.0% | +3.9% | 0.282% | |
| 4/22/2025 | Center for Financial Planning Inc. | 552 | $27K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Envision Financial LLC | 41,023 | $2.03M | 1.5% | -1.2% | 0.056% | |
| 4/22/2025 | Denver Wealth Management Inc. | 19,570 | $969K | 0.4% | -1.8% | 0.027% | |
| 4/21/2025 | ORG Partners LLC | 38,610 | $1.97M | 0.5% | +159.4% | 0.053% | |
| 4/21/2025 | True Link Financial Advisors LLC | 20,678 | $1.02M | 0.1% | N/A | 0.028% | |
| 4/21/2025 | United Advisor Group LLC | 144,029 | $7.13M | 1.5% | +4.2% | 0.197% | |
| 4/21/2025 | Well Done LLC | 41,855 | $2.13M | 0.4% | +2.3% | 0.057% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 10,305 | $510K | 0.2% | +28.4% | 0.014% | |
| 4/21/2025 | PSI Advisors LLC | 2,483 | $123K | 0.0% | -9.5% | 0.003% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 138,238 | $6.85M | 0.5% | +1.4% | 0.189% | |
| 4/18/2025 | GSB Wealth Management LLC | 109,507 | $5.42M | 1.4% | -0.9% | 0.150% | |
| 4/18/2025 | Edge Financial Advisors LLC | 5,614 | $278K | 0.2% | -7.6% | 0.008% | |
| 4/17/2025 | NBT Bank N A NY | 70,775 | $3.51M | 0.3% | +0.4% | 0.097% | |
| 4/17/2025 | Vicus Capital | 15,493 | $767K | 0.1% | -7.1% | 0.021% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 267,655 | $13.25M | 3.7% | +8.2% | 0.366% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 126,552 | $6.27M | 0.0% | -13.4% | 0.173% | |
| 4/17/2025 | RiverTree Advisors LLC | 21,507 | $1.07M | 0.7% | N/A | 0.029% | |
| 4/17/2025 | Howard Bailey Securities LLC | 70,122 | $3.47M | 1.4% | -23.6% | 0.096% | |
| 4/17/2025 | Pacific Sun Financial Corp | 23,305 | $1.15M | 0.7% | +2.6% | 0.032% | |
| 4/17/2025 | Ritholtz Wealth Management | 4,105 | $203K | 0.0% | -14.4% | 0.006% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 145,105 | $7.19M | 0.2% | N/A | 0.198% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 54,140 | $2.68M | 0.1% | -2.8% | 0.074% | |
| 4/16/2025 | IAG Wealth Partners LLC | 484,966 | $24.02M | 3.7% | +1.2% | 0.663% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 231,718 | $11.48M | 0.0% | -3.9% | 0.317% | |
| 4/16/2025 | Stock Yards Bank & Trust Co. | 43,796 | $2.17M | 0.1% | -20.2% | 0.060% | |
| 4/16/2025 | Goldstone Financial Group LLC | 167,021 | $8.27M | 1.3% | +4.2% | 0.228% | |
| 4/16/2025 | Powers Advisory Group LLC | 45,736 | $2.27M | 1.1% | -3.8% | 0.062% | |
| 4/16/2025 | Founders Grove Wealth Partners LLC | 62,115 | $3.08M | 0.9% | -1.0% | 0.085% | |
| 4/16/2025 | Defined Financial Planning LLC | 54,288 | $2.70M | 2.7% | +6.5% | 0.074% | |
| 4/15/2025 | Fifth Third Bancorp | 1,307 | $65K | 0.0% | N/A | 0.002% | |
| 4/15/2025 | Alpha Omega Wealth Management LLC | 5,460 | $270K | 0.1% | +12.9% | 0.007% | |
| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 17,336 | $858K | 0.3% | +17.9% | 0.024% | |
| 4/15/2025 | Focus Financial Network Inc. | 16,688 | $826K | 0.0% | -3.5% | 0.023% | |
| 4/15/2025 | CX Institutional | 153,470 | $7.60M | 0.3% | -0.7% | 0.210% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 63,064 | $3.12M | 0.1% | -2.8% | 0.086% | |
| 4/14/2025 | Midland Wealth Advisors LLC | 52,949 | $2.62M | 0.2% | -3.8% | 0.072% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,405 | $70K | 0.0% | +68.7% | 0.002% | |
| 4/14/2025 | NewSquare Capital LLC | 22,190 | $1.10M | 0.1% | +1.1% | 0.030% | |
| 4/14/2025 | Wesbanco Bank Inc. | 28,596 | $1.42M | 0.0% | +5.6% | 0.039% | |
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| 4/14/2025 | Park Avenue Securities LLC | 14,619 | $724K | 0.0% | +78.0% | 0.020% | |
| 4/14/2025 | Wealthcare Capital Partners LLC | 20,109 | $996K | 0.5% | +7.1% | 0.027% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 23,174 | $1.15M | 0.0% | -4.7% | 0.032% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 4,353 | $216K | 0.0% | -15.4% | 0.006% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 31,152 | $1.54M | 1.1% | -2.1% | 0.043% | |
| 4/11/2025 | Oxinas Partners Wealth Management LLC | 40,004 | $1.98M | 1.2% | +25.9% | 0.055% | |
| 4/11/2025 | Melone Private Wealth LLC | 326,789 | $16.18M | 8.5% | +1.8% | 0.446% | |
| 4/11/2025 | Insight Advisors LLC PA | 5,643 | $279K | 0.0% | -63.5% | 0.008% | |
| 4/10/2025 | HF Advisory Group LLC | 39,786 | $1.97M | 0.9% | +7.1% | 0.054% | |
| 4/10/2025 | Beacon Financial Group | 111,660 | $5.53M | 0.6% | -10.7% | 0.153% | |
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