| 5/2/2025 | Independent Wealth Network Inc. | 114,622 | $2.02M | 0.8% | +5.6% | 0.035% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 359,891 | $6.33M | 2.6% | +22.6% | 0.111% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 142,652 | $2.51M | 0.0% | +8.1% | 0.044% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 16,967 | $298K | 0.0% | +49.3% | 0.005% | |
| 5/2/2025 | Stonebridge Advisors LLC | 461,875 | $8.12M | 5.6% | -79.8% | 0.142% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 18,927 | $333K | 0.0% | N/A | 0.006% | |
| 5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 29,210 | $514K | 0.5% | +14.7% | 0.009% | |
| 5/2/2025 | Lokken Investment Group LLC | 347,335 | $6.11M | 2.6% | +9.0% | 0.107% | |
| 5/2/2025 | Sigma Planning Corp | 377,633 | $6.64M | 0.2% | +0.4% | 0.116% | |
| 5/1/2025 | CWM LLC | 122,482 | $2.15M | 0.0% | -4.6% | 0.038% | |
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| 5/1/2025 | Stephens Inc. AR | 347,663 | $6.12M | 0.1% | +101.5% | 0.107% | |
| 5/1/2025 | Realta Investment Advisors | 18,258 | $321K | 0.1% | +5.0% | 0.006% | |
| 5/1/2025 | Fifth Third Securities Inc. | 319,218 | $5.62M | 0.5% | N/A | 0.098% | |
| 5/1/2025 | Barry Investment Advisors LLC | 43,067 | $758K | 0.2% | -9.7% | 0.013% | |
| 4/30/2025 | Allworth Financial LP | 196,034 | $3.40M | 0.0% | -1.9% | 0.060% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 465,707 | $8.19M | 2.2% | +3.4% | 0.143% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 48,226 | $848K | 0.6% | -25.0% | 0.015% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 316,109 | $5.56M | 0.1% | -10.8% | 0.097% | |
| 4/30/2025 | Brown Advisory Inc. | 57,241 | $1.01M | 0.0% | +1.3% | 0.018% | |
| 4/30/2025 | Fullcircle Wealth LLC | 118,123 | $2.05M | 0.8% | +21.7% | 0.036% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,075,332 | $36.51M | 0.0% | -3.6% | 0.638% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 422,389 | $7.43M | 0.2% | +5.1% | 0.130% | |
| 4/29/2025 | Bank of New York Mellon Corp | 26,098 | $459K | 0.0% | -12.3% | 0.008% | |
| 4/29/2025 | World Investment Advisors | 11,075 | $195K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 133,891 | $2.36M | 0.2% | +0.9% | 0.041% | |
| 4/29/2025 | Strategic Blueprint LLC | 73,252 | $1.29M | 0.1% | +3.7% | 0.023% | |
| 4/29/2025 | Brookstone Capital Management | 142,790 | $2.51M | 0.0% | +7.6% | 0.044% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 122,540 | $2.16M | 0.0% | -2.4% | 0.038% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 24,742 | $435K | 0.0% | -43.2% | 0.008% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 80,753 | $1.42M | 0.1% | +5.0% | 0.025% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 24,791 | $436K | 0.1% | -2.6% | 0.008% | |
| 4/28/2025 | D.A. Davidson & CO. | 195,258 | $3.44M | 0.0% | -15.5% | 0.060% | |
| 4/28/2025 | Mutual Advisors LLC | 36,808 | $639K | 0.0% | -2.7% | 0.011% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 96,200 | $1.69M | 0.3% | +1.1% | 0.030% | |
| 4/28/2025 | Glassy Mountain Advisors Inc. | 477,080 | $8.39M | 3.0% | +11.3% | 0.147% | |
| 4/28/2025 | Private Trust Co. NA | 82,980 | $1.46M | 0.2% | +6.1% | 0.026% | |
| 4/28/2025 | DAVENPORT & Co LLC | 62,085 | $1.09M | 0.0% | +9.7% | 0.019% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 25,638 | $451K | 0.0% | -3.6% | 0.008% | |
| 4/25/2025 | Essex LLC | 62,793 | $1.11M | 0.2% | -2.5% | 0.019% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 693,914 | $12.21M | 0.5% | +0.8% | 0.211% | |
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| 4/25/2025 | Naviter Wealth LLC | 251,793 | $4.45M | 0.5% | +7.2% | 0.076% | |
| 4/25/2025 | Sovran Advisors LLC | 19,943 | $344K | 0.0% | -50.3% | 0.006% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 90,761 | $1.60M | 0.5% | +5.7% | 0.028% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 61,515 | $1.08M | 0.1% | -7.1% | 0.019% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 138,959 | $2.44M | 1.1% | +7.7% | 0.042% | |
| 4/24/2025 | Tanager Wealth Management LLP | 19,316 | $340K | 0.0% | +29.3% | 0.006% | |
| 4/24/2025 | Falcon Wealth Planning | 1,138,468 | $20.03M | 2.2% | +5.1% | 0.346% | |
| 4/23/2025 | TI Trust Inc. | 22,104 | $389K | 0.3% | +8.0% | 0.007% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 39,849 | $701K | 0.1% | +144.8% | 0.012% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 20,547 | $361K | 0.0% | -26.6% | 0.006% | |
| 4/23/2025 | Perigon Wealth Management LLC | 13,273 | $233K | 0.0% | +7.4% | 0.004% | |
| 4/23/2025 | Bessemer Group Inc. | 4,485 | $79K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 24,791 | $436K | 0.0% | -2.6% | 0.008% | |
| 4/23/2025 | Spire Wealth Management | 12,534 | $220K | 0.0% | +9.5% | 0.004% | |
| 4/23/2025 | International Assets Investment Management LLC | 138,454 | $2.44M | 0.1% | +60.6% | 0.042% | |
| 4/23/2025 | Family Legacy Inc. | 293,911 | $5.17M | 1.8% | +0.6% | 0.089% | |
| 4/23/2025 | Valmark Advisers Inc. | 262,329 | $4.61M | 0.1% | +0.4% | 0.080% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 408,785 | $7.19M | 0.1% | +3.0% | 0.124% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,175,031 | $20.67M | 0.1% | -17.6% | 0.357% | |
| 4/22/2025 | MBE Wealth Management LLC | 10,352 | $182K | 0.1% | -11.6% | 0.003% | |
| 4/22/2025 | Mendota Financial Group LLC | 8,814 | $155K | 0.2% | +20.7% | 0.003% | |
| 4/22/2025 | Atticus Wealth Management LLC | 2,923 | $51K | 0.0% | -24.3% | 0.001% | |
| 4/22/2025 | LVZ Inc. | 24,142 | $425K | 0.1% | +2.8% | 0.007% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 44,414 | $760K | 0.8% | -10.5% | 0.013% | |
| 4/22/2025 | Woodmont Investment Counsel LLC | 38,189 | $672K | 0.0% | +16.9% | 0.012% | |
| 4/21/2025 | United Advisor Group LLC | 174,716 | $3.07M | 0.6% | +7.3% | 0.053% | |
| 4/21/2025 | HCR Wealth Advisors | 927,396 | $16.31M | 2.1% | +9.0% | 0.282% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 362,906 | $6.38M | 0.0% | +20.2% | 0.110% | |
| 4/21/2025 | CWA Asset Management Group LLC | 18,040 | $317K | 0.0% | -9.3% | 0.005% | |
| 4/21/2025 | Dunhill Financial LLC | 20,207 | $355K | 0.2% | -16.3% | 0.006% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 433,207 | $7.62M | 0.3% | -41.1% | 0.132% | |
| 4/18/2025 | Lion Street Advisors LLC | 61,229 | $1.08M | 0.3% | -5.4% | 0.019% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 37,084 | $652K | 0.0% | +4.4% | 0.011% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 10,027 | $176K | 0.0% | -7.1% | 0.003% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 247,094 | $4.35M | 0.1% | -37.8% | 0.075% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,382,097 | $24.31M | 0.1% | -15.2% | 0.420% | |
| 4/17/2025 | RiverTree Advisors LLC | 55,980 | $985K | 0.7% | +8.2% | 0.017% | |
| 4/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 53,862 | $947K | 0.2% | N/A | 0.016% | |
| 4/17/2025 | ORBA Wealth Advisors L.L.C. | 419,956 | $7.39M | 3.7% | +4.8% | 0.128% | |
| 4/17/2025 | Cornell Pochily Investment Advisors Inc. | 37,914 | $667K | 0.2% | -5.6% | 0.012% | |
| 4/17/2025 | Sound Income Strategies LLC | 304,139 | $5.35M | 0.3% | +0.2% | 0.092% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 86,999 | $1.53M | 0.1% | +1.2% | 0.026% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 33,301 | $586K | 0.3% | +8.6% | 0.010% | |
| 4/16/2025 | Everpar Advisors LLC | 12,801 | $225K | 0.1% | -13.6% | 0.004% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 561,213 | $9.87M | 0.0% | -11.8% | 0.170% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 297,345 | $5.10M | 2.3% | -6.3% | 0.090% | |
| 4/16/2025 | Seros Financial LLC | 428,480 | $7.54M | 5.6% | +6.8% | 0.130% | |
| 4/16/2025 | Ballew Advisors Inc | 29,550 | $502K | 0.3% | +9.2% | 0.009% | |
| 4/16/2025 | McElhenny Sheffield Capital Management LLC | 14,385 | $253K | 0.1% | N/A | 0.004% | |
| 4/15/2025 | Transform Wealth LLC | 850,386 | $14.96M | 0.9% | +1.6% | 0.258% | |
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| 4/15/2025 | Mainsail Financial Group LLC | 121,756 | $2.14M | 1.2% | +3.9% | 0.037% | |
| 4/15/2025 | Traction Financial Partners LLC | 252,813 | $4.45M | 3.5% | -4.4% | 0.077% | |
| 4/15/2025 | Columbia Advisory Partners LLC | 29,125 | $512K | 0.4% | +47.0% | 0.009% | |
| 4/15/2025 | Integrated Advisors Network LLC | 49,576 | $872K | 0.0% | -22.9% | 0.015% | |
| 4/15/2025 | Walker Asset Management LLC | 129,235 | $2.27M | 1.4% | -0.8% | 0.039% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 13,508 | $238K | 0.0% | +11.8% | 0.004% | |
| 4/14/2025 | PFS Partners LLC | 362,966 | $6.39M | 3.4% | +1.5% | 0.110% | |
| 4/14/2025 | Farther Finance Advisors LLC | 11,603 | $204K | 0.0% | +34.3% | 0.004% | |
| 4/14/2025 | City Holding Co. | 148,902 | $2.62M | 0.4% | -1.0% | 0.045% | |
| 4/14/2025 | Toth Financial Advisory Corp | 170,070 | $2.99M | 0.4% | +2.8% | 0.052% | |
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