| 5/2/2025 | Bailard Inc. | 10,002 | $308K | 0.0% | N/A | 0.005% | |
| 5/2/2025 | Concord Wealth Partners | 69,085 | $2.13M | 0.3% | +14.6% | 0.033% | |
| 5/2/2025 | Allen Capital Group LLC | 98,836 | $3.04M | 0.3% | +2.0% | 0.047% | |
| 5/2/2025 | Victory Capital Management Inc. | 3,212,675 | $98.95M | 0.1% | -12.8% | 1.515% | |
| 5/2/2025 | Larson Financial Group LLC | 9,028 | $278K | 0.0% | -34.0% | 0.004% | |
| 5/2/2025 | Wealthfront Advisers LLC | 11,493 | $354K | 0.0% | +51.6% | 0.005% | |
| 5/2/2025 | Firestone Capital Management | 20,970 | $646K | 0.2% | +3.0% | 0.010% | |
| 5/2/2025 | Apollon Wealth Management LLC | 122,346 | $3.77M | 0.1% | -3.0% | 0.058% | |
| 5/2/2025 | Bogart Wealth LLC | 1,759,586 | $54.20M | 2.5% | -5.1% | 0.830% | |
| 5/1/2025 | Asset Dedication LLC | 211,779 | $6.52M | 0.5% | -10.1% | 0.100% | |
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| 5/1/2025 | CWM LLC | 11,373 | $350K | 0.0% | -14.6% | 0.005% | |
| 5/1/2025 | Westmount Partners LLC | 25,957 | $799K | 0.2% | N/A | 0.012% | |
| 5/1/2025 | Kathmere Capital Management LLC | 352,727 | $10.86M | 0.9% | +0.2% | 0.166% | |
| 4/30/2025 | Cerity Partners LLC | 40,449 | $1.25M | 0.0% | +9.0% | 0.019% | |
| 4/30/2025 | Financial Synergies Wealth Advisors Inc. | 6,604 | $203K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Allworth Financial LP | 11,815 | $355K | 0.0% | +35.3% | 0.006% | |
| 4/30/2025 | Index Fund Advisors Inc. | 17,341 | $534K | 0.0% | -9.9% | 0.008% | |
| 4/30/2025 | Leavell Investment Management Inc. | 64,517 | $1.99M | 0.1% | +10.2% | 0.030% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 16,078 | $495K | 0.0% | N/A | 0.008% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 69,738 | $2.14M | 0.0% | N/A | 0.033% | |
| 4/29/2025 | Fairway Wealth LLC | 1,614 | $50K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Callan Capital LLC | 625,251 | $19.26M | 1.4% | +11.4% | 0.295% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,222,881 | $37.67M | 0.0% | +19.6% | 0.577% | |
| 4/29/2025 | Chilton Capital Management LLC | 319,125 | $9.83M | 0.4% | -2.4% | 0.151% | |
| 4/29/2025 | REDW Wealth LLC | 8,019 | $247K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 138,947 | $4.28M | 0.1% | +8.9% | 0.066% | |
| 4/29/2025 | Bank of New York Mellon Corp | 22,492 | $693K | 0.0% | +2.3% | 0.011% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,692 | $237K | 0.0% | +7.1% | 0.004% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 6,682 | $206K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 68,397 | $2.11M | 0.2% | +1.2% | 0.032% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 560,423 | $17.26M | 1.2% | +25.4% | 0.264% | |
| 4/28/2025 | Sebold Capital Management Inc. | 261,074 | $8.04M | 5.3% | +1.7% | 0.123% | |
| 4/28/2025 | Rossby Financial LCC | 1,913 | $57K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Von Berge Wealth Management Group LLC | 21,632 | $651K | 0.4% | +9.3% | 0.010% | |
| 4/25/2025 | Prairiewood Capital LLC | 297,546 | $9.16M | 3.7% | +4.7% | 0.140% | |
| 4/25/2025 | Essex LLC | 159,311 | $4.91M | 1.1% | +5.8% | 0.075% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 19,736 | $608K | 0.2% | +18.5% | 0.009% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 443,326 | $13.65M | 2.7% | +1.9% | 0.209% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 152,791 | $4.71M | 3.1% | N/A | 0.072% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 20,524 | $632K | 0.0% | +3,127.0% | 0.010% | |
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| 4/24/2025 | Etesian Wealth Advisors Inc. | 60,291 | $1.86M | 0.8% | +35.7% | 0.028% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 20,103 | $619K | 0.0% | +23.6% | 0.009% | |
| 4/23/2025 | Northland Capital Management LLC | 72,372 | $2.23M | 1.5% | -3.9% | 0.034% | |
| 4/23/2025 | Davidson Kahn Capital Management LLC | 20,830 | $642K | 0.5% | +8.3% | 0.010% | |
| 4/23/2025 | Clearview Wealth Advisors LLC | 12,441 | $383K | 0.3% | +3.1% | 0.006% | |
| 4/23/2025 | Systelligence LLC | 346,230 | $10.66M | 2.6% | +11.0% | 0.163% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 399,570 | $12.31M | 1.8% | +19.8% | 0.188% | |
| 4/23/2025 | Guardian Financial Partners LLC | 27,038 | $833K | 0.4% | +17.6% | 0.013% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 6,528 | $201K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 64,028 | $1.97M | 1.4% | -2.6% | 0.030% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 387,870 | $11.95M | 0.0% | +5.8% | 0.183% | |
| 4/22/2025 | Veridan Wealth LLC | 102,798 | $3.17M | 1.4% | -1.5% | 0.048% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 12,775 | $371K | 0.2% | N/A | 0.006% | |
| 4/22/2025 | Synergy Asset Management LLC | 26,371 | $812K | 0.1% | -50.1% | 0.012% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 248,125 | $7.64M | 1.0% | -9.1% | 0.117% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 87,376 | $2.69M | 0.0% | +4.0% | 0.041% | |
| 4/21/2025 | Aspiriant LLC | 654,821 | $20.17M | 0.7% | -1.7% | 0.309% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 78,226 | $2.41M | 0.0% | +12.4% | 0.037% | |
| 4/17/2025 | Mission Wealth Management LP | 6,563 | $202K | 0.0% | -14.5% | 0.003% | |
| 4/17/2025 | Access Financial Services Inc. | 153,537 | $4.73M | 1.9% | N/A | 0.072% | |
| 4/17/2025 | RHS Financial LLC | 257,309 | $7.93M | 4.4% | +0.8% | 0.121% | |
| 4/17/2025 | Hengehold Capital Management LLC | 41,173 | $1.27M | 0.1% | -6.6% | 0.019% | |
| 4/17/2025 | Sound Income Strategies LLC | 2,890 | $89K | 0.0% | N/A | 0.001% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 104,924 | $3.23M | 0.0% | -6.4% | 0.049% | |
| 4/16/2025 | Goldstone Financial Group LLC | 52,344 | $1.61M | 0.2% | -2.8% | 0.025% | |
| 4/16/2025 | CVA Family Office LLC | 235,803 | $7.26M | 1.1% | -5.7% | 0.111% | |
| 4/15/2025 | Sagace Wealth Management LLC | 64,333 | $1.98M | 1.5% | +5.0% | 0.030% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 36,820 | $1.13M | 0.6% | -13.9% | 0.017% | |
| 4/15/2025 | Alpha Omega Wealth Management LLC | 118,712 | $3.66M | 0.7% | +3.7% | 0.056% | |
| 4/15/2025 | Focus Financial Network Inc. | 23,774 | $732K | 0.0% | +7.1% | 0.011% | |
| 4/15/2025 | Gibson Capital LLC | 36,739 | $1.13M | 0.2% | +46.1% | 0.017% | |
| 4/15/2025 | Simplicity Wealth LLC | 6,701 | $206K | 0.0% | N/A | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,935 | $338K | 0.0% | -4.2% | 0.005% | |
| 4/14/2025 | BCS Wealth Management | 11,969 | $369K | 0.1% | +24.4% | 0.006% | |
| 4/14/2025 | Bangor Savings Bank | 10,669 | $329K | 0.0% | -39.1% | 0.005% | |
| 4/14/2025 | Park Avenue Securities LLC | 12,962 | $399K | 0.0% | +21.7% | 0.006% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 11,723 | $361K | 0.1% | +6.1% | 0.006% | |
| 4/14/2025 | Wedmont Private Capital | 13,036 | $377K | 0.0% | +33.5% | 0.006% | |
| 4/11/2025 | First National Corp MA ADV | 42,271 | $1.30M | 0.3% | +4.0% | 0.020% | |
| 4/10/2025 | Breakwater Capital Group | 26,497 | $816K | 0.1% | +186.7% | 0.012% | |
| 4/10/2025 | Charles Schwab Trust Co | 365,052 | $11.24M | 0.9% | +6.5% | 0.172% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,923 | $152K | 0.0% | +1,074.9% | 0.002% | |
| 4/10/2025 | Fermata Advisors LLC | 102,861 | $3.17M | 0.6% | N/A | 0.049% | |
| 4/10/2025 | McGrath & Associates Inc. | 47,703 | $1.47M | 2.7% | -9.2% | 0.023% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 1,945 | $60K | 0.0% | N/A | 0.001% | |
| 4/9/2025 | Merit Financial Group LLC | 53,596 | $1.65M | 0.0% | -50.2% | 0.025% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 25,269 | $778K | 0.1% | -1.5% | 0.012% | |
| 4/9/2025 | Moller Wealth Partners | 360,414 | $11.10M | 2.7% | +9.8% | 0.170% | |
| 4/8/2025 | Parallel Advisors LLC | 5,975 | $184K | 0.0% | +8.3% | 0.003% | |
| 4/7/2025 | First County Bank CT | 10,703 | $330K | 0.2% | N/A | 0.005% | |
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| 4/7/2025 | AdvisorNet Financial Inc | 12,294 | $379K | 0.0% | -31.4% | 0.006% | |
| 4/4/2025 | Kings Path Partners LLC | 1,340 | $41K | 0.0% | -39.7% | 0.001% | |
| 4/3/2025 | Collective Family Office LLC | 68,201 | $2.10M | 0.6% | -5.6% | 0.032% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 112,135 | $3.26M | 0.0% | -2.8% | 0.053% | |
| 2/26/2025 | Sculati Wealth Management LLC | 248,475 | $7.22M | 2.8% | +2.6% | 0.124% | |
| 2/18/2025 | Western Wealth Management LLC | 10,411 | $302K | 0.1% | N/A | 0.005% | |
| 2/17/2025 | Waverly Advisors LLC | 83,014 | $2.41M | 0.0% | +3.9% | 0.041% | |
| 2/17/2025 | Windsor Advisory Group LLC | 2,747 | $80K | 0.1% | N/A | 0.001% | |
| 2/17/2025 | Vivaldi Capital Management LP | 62,303 | $1.83M | 0.3% | +10.8% | 0.031% | |
| 2/17/2025 | Quantinno Capital Management LP | 21,914 | $637K | 0.0% | +88.9% | 0.011% | |
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