| 5/2/2025 | Retirement Planning Co of New England Inc. | 7,000 | $838K | 0.2% | +172.4% | 0.011% | |
| 5/2/2025 | Acas LLC | 10,474 | $1.20M | 0.9% | -4.6% | 0.016% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 16,063 | $1.92M | 0.0% | -5.6% | 0.025% | |
| 5/2/2025 | Members Trust Co | 26,590 | $3.18M | 0.1% | -0.4% | 0.042% | |
| 5/2/2025 | Bailard Inc. | 3,926 | $470K | 0.0% | -12.9% | 0.006% | |
| 5/2/2025 | LMG Wealth Partners LLC | 58,244 | $6.97M | 1.6% | +0.7% | 0.092% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 741,779 | $88.81M | 1.2% | +5.2% | 1.167% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 39,751 | $4.76M | 0.3% | -1.3% | 0.063% | |
| 5/2/2025 | Pinkerton Retirement Specialists LLC | 8,827 | $1.06M | 0.1% | N/A | 0.014% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 25,828 | $3.09M | 0.1% | +10.7% | 0.041% | |
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| 5/2/2025 | First Command Advisory Services Inc. | 5,293 | $634K | 0.0% | -18.1% | 0.008% | |
| 5/2/2025 | Dakota Wealth Management | 51,389 | $6.15M | 0.1% | +12.0% | 0.081% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 32,483 | $3.89M | 2.0% | +3.3% | 0.051% | |
| 5/2/2025 | Apollon Wealth Management LLC | 21,637 | $2.59M | 0.1% | +53.7% | 0.034% | |
| 5/2/2025 | Sigma Planning Corp | 16,353 | $1.96M | 0.1% | -26.1% | 0.026% | |
| 5/1/2025 | Bleakley Financial Group LLC | 34,119 | $4.09M | 0.1% | -1.0% | 0.054% | |
| 5/1/2025 | Oldfather Financial Services LLC | 54,086 | $6.48M | 2.5% | +1.5% | 0.085% | |
| 5/1/2025 | Asset Dedication LLC | 47,057 | $5.63M | 0.5% | +10.5% | 0.074% | |
| 5/1/2025 | CWM LLC | 7,928 | $949K | 0.0% | +2.5% | 0.012% | |
| 5/1/2025 | Stephens Inc. AR | 2,431 | $291K | 0.0% | -6.6% | 0.004% | |
| 5/1/2025 | Nikulski Financial Inc. | 28,643 | $3.43M | 1.0% | -3.5% | 0.045% | |
| 5/1/2025 | Family Firm Inc. | 19,634 | $2.35M | 0.5% | -1.6% | 0.031% | |
| 5/1/2025 | Beirne Wealth Consulting Services LLC | 6,754 | $809K | 0.3% | +20.9% | 0.011% | |
| 5/1/2025 | Omega Financial Group LLC | 80,614 | $9.65M | 3.7% | +0.1% | 0.127% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 13,832 | $1.66M | 1.5% | +1.1% | 0.022% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 2,225 | $254K | 0.0% | +12.7% | 0.004% | |
| 4/30/2025 | Cerity Partners LLC | 231,114 | $27.67M | 0.1% | +0.1% | 0.364% | |
| 4/30/2025 | Astra Wealth Partners LLC | 37,545 | $4.50M | 4.1% | +1.0% | 0.059% | |
| 4/30/2025 | Allworth Financial LP | 17,389 | $2.00M | 0.0% | -3.4% | 0.027% | |
| 4/30/2025 | POM Investment Strategies LLC | 1,071 | $128K | 0.1% | N/A | 0.002% | |
| 4/30/2025 | Heritage Wealth Management Inc. CA | 17,248 | $2.07M | 1.6% | +4.5% | 0.027% | |
| 4/30/2025 | Bridges Investment Management Inc. | 2,969 | $355K | 0.0% | +6.5% | 0.005% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 2,623 | $314K | 0.0% | +15.7% | 0.004% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 152,746 | $18.29M | 4.8% | -6.1% | 0.240% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 211,159 | $25.28M | 1.6% | +6.3% | 0.332% | |
| 4/30/2025 | Greenleaf Trust | 52,742 | $6.32M | 0.1% | -7.7% | 0.083% | |
| 4/30/2025 | LTG Capital LLC | 30,847 | $3.69M | 3.4% | -6.1% | 0.049% | |
| 4/30/2025 | M&T Bank Corp | 71,243 | $8.53M | 0.0% | -5.6% | 0.112% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 9,639 | $1.15M | 0.0% | -6.7% | 0.015% | |
| 4/30/2025 | Stratos Investment Management LLC | 7,010 | $839K | 0.0% | +1.7% | 0.011% | |
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| 4/30/2025 | Sigma Investment Counselors Inc. | 2,127 | $255K | 0.0% | -44.6% | 0.003% | |
| 4/30/2025 | Brown Advisory Inc. | 3,426 | $410K | 0.0% | +7.6% | 0.005% | |
| 4/30/2025 | Synergy Investment Management LLC | 379 | $45K | 0.0% | -50.7% | 0.001% | |
| 4/30/2025 | Washington Trust Bank | 3,433 | $411K | 0.0% | +5.2% | 0.005% | |
| 4/29/2025 | Centennial Bank AR | 578 | $69K | 0.0% | -14.4% | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 7,913 | $947K | 0.0% | -16.4% | 0.012% | |
| 4/29/2025 | Financial Counselors Inc. | 32,941 | $3.94M | 0.1% | +0.4% | 0.052% | |
| 4/29/2025 | TD Private Client Wealth LLC | 17,988 | $2.15M | 0.1% | -7.4% | 0.028% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,978,891 | $236.93M | 0.1% | +6.2% | 3.102% | |
| 4/29/2025 | Fund Evaluation Group LLC | 5,300 | $635K | 0.0% | N/A | 0.008% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 39,485 | $4.73M | 1.4% | -2.5% | 0.062% | |
| 4/29/2025 | Summit Financial Consulting LLC | 44,238 | $5.30M | 4.9% | N/A | 0.069% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 10,668 | $1.28M | 0.0% | -3.7% | 0.017% | |
| 4/29/2025 | Bank of New York Mellon Corp | 410,290 | $49.12M | 0.0% | -1.8% | 0.643% | |
| 4/29/2025 | World Investment Advisors | 222,382 | $26.63M | 0.7% | +3,213.7% | 0.349% | |
| 4/29/2025 | Sonata Capital Group Inc. | 17,280 | $2.07M | 0.9% | -1.1% | 0.027% | |
| 4/29/2025 | von Borstel & Associates Inc. | 226 | $27K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Strategic Blueprint LLC | 7,586 | $908K | 0.0% | -39.0% | 0.012% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 1,991 | $238K | 0.0% | -9.0% | 0.003% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,917 | $1.31M | 0.0% | -1.3% | 0.017% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 4,509 | $540K | 0.0% | -6.4% | 0.007% | |
| 4/29/2025 | Calamos Wealth Management LLC | 2,496 | $299K | 0.0% | +46.0% | 0.004% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 139,790 | $16.74M | 6.1% | +3.4% | 0.219% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 34,489 | $4.13M | 0.2% | -0.6% | 0.054% | |
| 4/28/2025 | North Capital Inc. | 408 | $49K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 922,596 | $110.46M | 0.9% | +2.8% | 1.446% | |
| 4/28/2025 | Clark Asset Management LLC | 1,685 | $202K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | Axis Wealth Partners LLC | 7,504 | $898K | 0.7% | +27.6% | 0.012% | |
| 4/28/2025 | First Horizon Advisors Inc. | 10,846 | $1.30M | 0.0% | -2.4% | 0.017% | |
| 4/28/2025 | Novem Group | 38,095 | $4.56M | 0.6% | +3.8% | 0.060% | |
| 4/28/2025 | Private Trust Co. NA | 5,418 | $649K | 0.1% | +21.2% | 0.008% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 37,530 | $4.49M | 0.1% | +22.2% | 0.059% | |
| 4/28/2025 | Keybank National Association OH | 190,700 | $22.83M | 0.1% | +7.5% | 0.299% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 32,785 | $3.93M | 0.4% | N/A | 0.051% | |
| 4/28/2025 | Salomon & Ludwin LLC | 108,381 | $12.98M | 1.4% | -3.5% | 0.170% | |
| 4/25/2025 | JNBA Financial Advisors | 36,420 | $4.36M | 0.5% | -2.4% | 0.057% | |
| 4/25/2025 | Essex LLC | 8,679 | $1.04M | 0.2% | -1.6% | 0.014% | |
| 4/25/2025 | MidAtlantic Capital Management Inc. | 10,588 | $1.27M | 1.0% | +3.9% | 0.017% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 277 | $33K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 1,870 | $231K | 0.0% | -62.0% | 0.003% | |
| 4/25/2025 | Innovative Wealth Building LLC | 13,206 | $1.58M | 1.5% | -3.9% | 0.021% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 11,694 | $1.40M | 0.1% | -2.4% | 0.018% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 1,217 | $146K | 0.0% | -69.8% | 0.002% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 1,093 | $131K | 0.0% | -15.5% | 0.002% | |
| 4/24/2025 | Money Concepts Capital Corp | 14,692 | $1.76M | 0.1% | N/A | 0.023% | |
| 4/24/2025 | Trust Co. of Vermont | 4,691 | $562K | 0.0% | +8.7% | 0.007% | |
| 4/24/2025 | Park Place Capital Corp | 14,017 | $1.68M | 0.5% | -5.7% | 0.022% | |
| 4/24/2025 | First Merchants Corp | 118,596 | $14.20M | 0.6% | -1.1% | 0.186% | |
| 4/24/2025 | HighMark Wealth Management LLC | 339 | $41K | 0.0% | -24.3% | 0.001% | |
| 4/24/2025 | Bank of Stockton | 9,249 | $1.11M | 0.4% | -24.1% | 0.014% | |
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| 4/23/2025 | KPP Advisory Services LLC | 2,979 | $357K | 0.1% | N/A | 0.005% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 34,811 | $4.17M | 0.0% | -30.3% | 0.055% | |
| 4/23/2025 | SOL Capital Management CO | 33,206 | $3.98M | 0.4% | -0.4% | 0.052% | |
| 4/23/2025 | Alpine Bank Wealth Management | 8,672 | $1.04M | 0.2% | N/A | 0.014% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 16,825 | $2.01M | 0.7% | -1.7% | 0.026% | |
| 4/23/2025 | Golden State Wealth Management LLC | 600 | $72K | 0.0% | +100.0% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 13,208 | $1.58M | 0.0% | +12.5% | 0.021% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 10,994 | $1.32M | 0.3% | N/A | 0.017% | |
| 4/23/2025 | Spire Wealth Management | 5,031 | $602K | 0.0% | -7.9% | 0.008% | |
| 4/23/2025 | Pacific Financial Group Inc. | 13,814 | $1.65M | 1.3% | -1.8% | 0.022% | |
