| 5/1/2025 | Kathmere Capital Management LLC | 9,111 | $933K | 0.1% | -6.1% | 0.022% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 2,558 | $262K | 0.1% | +14.9% | 0.006% | |
| 4/30/2025 | Sharkey Howes & Javer | 25,003 | $2.56M | 0.4% | -1.2% | 0.060% | |
| 4/30/2025 | Cerity Partners LLC | 292,513 | $29.96M | 0.1% | +8.5% | 0.707% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 14,101 | $1.44M | 0.2% | N/A | 0.034% | |
| 4/30/2025 | Rogco LP | 8,463 | $867K | 0.3% | +10.9% | 0.020% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 2,121 | $217K | 0.0% | N/A | 0.005% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 268 | $26K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | May Hill Capital LLC | 2,139 | $219K | 0.1% | N/A | 0.005% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 31,293 | $3.21M | 0.6% | -6.0% | 0.076% | |
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| 4/30/2025 | Abound Financial LLC | 944 | $97K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Financial Counselors Inc. | 6,118 | $627K | 0.0% | -20.8% | 0.015% | |
| 4/29/2025 | YANKCOM Partnership | 3,203 | $328K | 0.2% | -35.7% | 0.008% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,033,072 | $208.21M | 0.1% | +0.7% | 4.917% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 3,001 | $307K | 0.0% | +23.5% | 0.007% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,110,053 | $113.68M | 0.0% | +8.8% | 2.685% | |
| 4/29/2025 | World Investment Advisors | 9,170 | $939K | 0.0% | +8.8% | 0.022% | |
| 4/29/2025 | Olde Wealth Management LLC | 1,750 | $179K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Columbia River Financial Group LLC | 297 | $30K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 5,188 | $531K | 0.0% | -3.9% | 0.013% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,207 | $431K | 0.0% | -12.4% | 0.010% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 19,407 | $1.99M | 0.3% | +11.1% | 0.047% | |
| 4/28/2025 | D.A. Davidson & CO. | 8,601 | $881K | 0.0% | -5.4% | 0.021% | |
| 4/28/2025 | Buffington Mohr McNeal | 3,293 | $337K | 0.1% | -12.0% | 0.008% | |
| 4/28/2025 | First Horizon Advisors Inc. | 28,983 | $2.97M | 0.1% | -14.3% | 0.070% | |
| 4/28/2025 | Private Trust Co. NA | 715 | $73K | 0.0% | -42.0% | 0.002% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 5,749 | $589K | 0.6% | +3.4% | 0.014% | |
| 4/28/2025 | Keybank National Association OH | 27,096 | $2.78M | 0.0% | -4.6% | 0.066% | |
| 4/28/2025 | Impact Investors Inc | 20,857 | $2.14M | 1.7% | +0.7% | 0.050% | |
| 4/28/2025 | Vontobel Holding Ltd. | 8,010 | $820K | 0.0% | -10.6% | 0.019% | |
| 4/25/2025 | JNBA Financial Advisors | 2,673 | $274K | 0.0% | -6.0% | 0.006% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 126,799 | $12.99M | 0.5% | -33.4% | 0.307% | |
| 4/25/2025 | KBC Group NV | 5,142 | $527K | 0.0% | +13.9% | 0.012% | |
| 4/25/2025 | Financial Insights Inc. | 21,377 | $2.19M | 0.9% | -10.4% | 0.052% | |
| 4/25/2025 | Sovran Advisors LLC | 2,728 | $264K | 0.0% | +40.8% | 0.007% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 37,190 | $3.81M | 2.5% | -2.2% | 0.090% | |
| 4/24/2025 | Golden State Wealth Management LLC | 6,088 | $624K | 0.1% | -10.4% | 0.015% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 82,706 | $8.47M | 2.1% | -16.5% | 0.200% | |
| 4/24/2025 | 4Thought Financial Group Inc. | 2,093 | $214K | 0.1% | -8.0% | 0.005% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 19,318 | $1.98M | 1.5% | +14.2% | 0.047% | |
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| 4/23/2025 | Western Wealth Management LLC | 5,175 | $530K | 0.0% | +13.4% | 0.013% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,621 | $268K | 0.0% | -7.3% | 0.006% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 14,557 | $1.49M | 0.0% | -4.6% | 0.035% | |
| 4/23/2025 | Lifelong Wealth Advisors Inc. | 5,092 | $521K | 0.2% | +17.7% | 0.012% | |
| 4/23/2025 | Perigon Wealth Management LLC | 59,867 | $6.13M | 0.2% | -7.6% | 0.145% | |
| 4/23/2025 | Golden State Wealth Management LLC | 6,460 | $662K | 0.0% | -4.9% | 0.016% | |
| 4/23/2025 | Bessemer Group Inc. | 1,130 | $116K | 0.0% | +20.2% | 0.003% | |
| 4/23/2025 | Spire Wealth Management | 15,924 | $1.63M | 0.1% | -7.1% | 0.039% | |
| 4/23/2025 | Golden State Equity Partners | 5,872 | $601K | 0.1% | +23.8% | 0.014% | |
| 4/23/2025 | Sage Financial Management Group Inc. | 3,160 | $324K | 0.1% | -23.9% | 0.008% | |
| 4/23/2025 | Keystone Financial Services | 7,115 | $729K | 0.3% | -1.7% | 0.017% | |
| 4/23/2025 | WoodTrust Financial Corp | 12,018 | $1.23M | 0.2% | +1.2% | 0.029% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 4,956 | $508K | 0.1% | N/A | 0.012% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 4,566 | $468K | 0.1% | -4.5% | 0.011% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 8,523 | $873K | 0.0% | +3.6% | 0.021% | |
| 4/22/2025 | Pennsylvania Capital Management Inc. ADV | 26,242 | $2.69M | 1.0% | -2.1% | 0.063% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 69,568 | $7.12M | 0.0% | -19.0% | 0.168% | |
| 4/22/2025 | MBE Wealth Management LLC | 4,181 | $428K | 0.2% | N/A | 0.010% | |
| 4/22/2025 | Childress Capital Advisors LLC | 32,425 | $3.32M | 1.0% | -4.4% | 0.078% | |
| 4/22/2025 | Hill Island Financial LLC | 100,734 | $10.32M | 3.0% | -1.7% | 0.244% | |
| 4/22/2025 | Spectrum Planning & Advisory Services Inc. | 3,684 | $377K | 0.3% | +13.0% | 0.009% | |
| 4/22/2025 | PFG Investments LLC | 93,475 | $9.57M | 0.6% | +0.9% | 0.226% | |
| 4/22/2025 | Carret Asset Management LLC | 5,600 | $573K | 0.1% | -24.3% | 0.014% | |
| 4/21/2025 | Strategic Point Investment Advisors LLC | 63,671 | $6.52M | 1.1% | -0.8% | 0.154% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 445,608 | $45.64M | 0.2% | -21.3% | 1.078% | |
| 4/21/2025 | Well Done LLC | 2,114 | $233K | 0.0% | -9.6% | 0.005% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 29,226 | $2.99M | 0.4% | -2.7% | 0.071% | |
| 4/21/2025 | Bigelow Investment Advisors LLC | 6,368 | $652K | 0.3% | -9.0% | 0.015% | |
| 4/21/2025 | Dunhill Financial LLC | 101,912 | $10.44M | 4.5% | -14.5% | 0.246% | |
| 4/21/2025 | Sofi Wealth LLC | 12,023 | $1.23M | 0.1% | +649.6% | 0.029% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 23,562 | $2.41M | 0.2% | -1.9% | 0.057% | |
| 4/18/2025 | Shepherd Financial Partners LLC | 22,284 | $2.28M | 0.3% | -13.6% | 0.054% | |
| 4/18/2025 | Financial Perspectives Inc | 1,078 | $110K | 0.0% | +35.3% | 0.003% | |
| 4/18/2025 | Colorado Capital Management Inc. | 2,707 | $277K | 0.1% | N/A | 0.007% | |
| 4/18/2025 | Birch Hill Investment Advisors LLC | 3,358 | $344K | 0.0% | +11.4% | 0.008% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 3,960 | $406K | 0.1% | +11.9% | 0.010% | |
| 4/17/2025 | Vicus Capital | 17,609 | $1.80M | 0.2% | -2.7% | 0.043% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 7,837 | $803K | 0.0% | +7.8% | 0.019% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 43,777 | $4.48M | 0.0% | +3.3% | 0.106% | |
| 4/17/2025 | Stanich Group LLC | 23,398 | $2.40M | 1.8% | -1.1% | 0.057% | |
| 4/17/2025 | Dohj LLC | 49,998 | $5.12M | 1.2% | +0.2% | 0.121% | |
| 4/16/2025 | CRA Financial Services LLC | 2,275 | $233K | 0.0% | -5.5% | 0.006% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 20,678 | $2.12M | 0.0% | -13.7% | 0.050% | |
| 4/16/2025 | Bensler LLC | 10,146 | $1.04M | 0.1% | -4.9% | 0.025% | |
| 4/16/2025 | Neumann Capital Management LLC | 36,098 | $3.70M | 1.3% | +0.6% | 0.087% | |
| 4/15/2025 | Sapient Capital LLC | 23,380 | $2.39M | 0.0% | +1.0% | 0.057% | |
| 4/15/2025 | Braun Bostich & Associates Inc. | 2,394 | $245K | 0.2% | -4.5% | 0.006% | |
| 4/15/2025 | Erickson Financial Group LLC | 2,488 | $255K | 0.2% | +12.9% | 0.006% | |
| 4/15/2025 | Ulland Investment Advisors LLC | 6,260 | $641K | 0.5% | -56.1% | 0.015% | |
| 4/15/2025 | Focus Financial Network Inc. | 12,136 | $1.24M | 0.1% | -7.8% | 0.029% | |
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| 4/15/2025 | CX Institutional | 15,364 | $1.57M | 0.1% | +21.2% | 0.037% | |
| 4/15/2025 | Rockingstone Advisors LLC | 3,696 | $379K | 0.2% | -20.1% | 0.009% | |
| 4/15/2025 | Gibson Capital LLC | 25,000 | $2.56M | 0.5% | -0.4% | 0.060% | |
| 4/15/2025 | Simplicity Wealth LLC | 2,368 | $242K | 0.0% | N/A | 0.006% | |
| 4/15/2025 | Wealthcare Capital Management LLC | 25,493 | $2.61M | 0.3% | +6.6% | 0.062% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 48,223 | $4.94M | 0.1% | +15.0% | 0.117% | |
| 4/14/2025 | Farther Finance Advisors LLC | 12,640 | $1.30M | 0.0% | +35.4% | 0.031% | |
| 4/14/2025 | Bangor Savings Bank | 26,086 | $2.67M | 0.3% | -4.8% | 0.063% | |
| 4/14/2025 | Park Avenue Securities LLC | 172,260 | $17.64M | 0.2% | +3.3% | 0.417% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 12,678 | $1.30M | 0.2% | -74.2% | 0.031% | |
