| 5/1/2025 | Forum Private Client Group LLC | 7,505 | $732K | 0.3% | -2.5% | 0.012% | |
| 5/1/2025 | American Financial Advisors LLC | 2,504 | $244K | 0.0% | +5.3% | 0.004% | |
| 5/1/2025 | Country Club Bank | 15,654 | $1.52M | 0.1% | -7.9% | 0.025% | |
| 4/30/2025 | Weil Company Inc. | 2,154 | $210K | 0.1% | -7.7% | 0.003% | |
| 4/30/2025 | CFC Planning Co LLC | 13,844 | $1.35M | 1.5% | N/A | 0.022% | |
| 4/30/2025 | Cerity Partners LLC | 194,611 | $18.97M | 0.0% | -4.0% | 0.305% | |
| 4/30/2025 | Phillips Financial Management LLC | 131,502 | $12.82M | 1.0% | -7.3% | 0.206% | |
| 4/30/2025 | Astra Wealth Partners LLC | 27,429 | $2.67M | 2.5% | -5.6% | 0.043% | |
| 4/30/2025 | Code Waechter LLC | 52,622 | $5.13M | 4.2% | +6.9% | 0.082% | |
| 4/30/2025 | Allworth Financial LP | 65,034 | $5.95M | 0.0% | -0.6% | 0.102% | |
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| 4/30/2025 | Bridges Investment Management Inc. | 21,620 | $2.11M | 0.0% | -1.2% | 0.034% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 4,461 | $435K | 0.1% | +9.3% | 0.007% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 3,797 | $370K | 0.0% | -5.5% | 0.006% | |
| 4/30/2025 | Greenleaf Trust | 36,194 | $3.53M | 0.0% | -18.6% | 0.057% | |
| 4/30/2025 | LTG Capital LLC | 38,878 | $3.79M | 3.5% | -5.5% | 0.061% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 8,234 | $803K | 0.0% | -5.1% | 0.013% | |
| 4/30/2025 | M&T Bank Corp | 652,019 | $63.56M | 0.2% | -46.4% | 1.022% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 3,423 | $334K | 0.0% | -6.5% | 0.005% | |
| 4/30/2025 | Brown Advisory Inc. | 13,829 | $1.35M | 0.0% | -52.5% | 0.022% | |
| 4/30/2025 | Synergy Investment Management LLC | 746 | $73K | 0.0% | -48.1% | 0.001% | |
| 4/29/2025 | Centennial Bank AR | 402 | $39K | 0.0% | +74.8% | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,967 | $1.07M | 0.0% | +25.8% | 0.017% | |
| 4/29/2025 | Financial Counselors Inc. | 25,989 | $2.53M | 0.0% | -0.4% | 0.041% | |
| 4/29/2025 | TD Private Client Wealth LLC | 10,357 | $1.01M | 0.0% | +2.0% | 0.016% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 631,786 | $61.59M | 0.0% | +2.6% | 0.990% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 64,859 | $6.32M | 1.8% | -0.9% | 0.102% | |
| 4/29/2025 | One Day In July LLC | 82,275 | $8.02M | 0.8% | -2.7% | 0.129% | |
| 4/29/2025 | Summit Financial Consulting LLC | 51,609 | $5.03M | 4.7% | N/A | 0.081% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 55,401 | $5.40M | 0.1% | +8.1% | 0.087% | |
| 4/29/2025 | Bank of New York Mellon Corp | 20,507 | $2.00M | 0.0% | -14.5% | 0.032% | |
| 4/29/2025 | World Investment Advisors | 193,510 | $18.86M | 0.5% | +2,763.8% | 0.303% | |
| 4/29/2025 | Sonata Capital Group Inc. | 46,432 | $4.53M | 2.0% | +5.6% | 0.073% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 3,473 | $339K | 0.0% | -32.3% | 0.005% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 10,759 | $1.05M | 0.4% | -8.6% | 0.017% | |
| 4/29/2025 | Element Wealth LLC | 2,885 | $281K | 0.2% | -5.9% | 0.005% | |
| 4/29/2025 | Strategic Blueprint LLC | 5,426 | $529K | 0.0% | -43.6% | 0.009% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 80,080 | $7.81M | 2.8% | -1.1% | 0.126% | |
| 4/28/2025 | D.A. Davidson & CO. | 4,636 | $452K | 0.0% | -18.0% | 0.007% | |
| 4/28/2025 | Mutual Advisors LLC | 6,016 | $550K | 0.0% | -88.1% | 0.009% | |
| 4/28/2025 | Axis Wealth Partners LLC | 2,180 | $212K | 0.2% | N/A | 0.003% | |
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| 4/28/2025 | First Horizon Advisors Inc. | 4,937 | $481K | 0.0% | -2.4% | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 923 | $90K | 0.0% | +18.0% | 0.001% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 15,873 | $1.55M | 0.3% | +0.8% | 0.025% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 79,329 | $7.77M | 0.2% | +5.4% | 0.124% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 833 | $81K | 0.0% | +46.7% | 0.001% | |
| 4/28/2025 | Keybank National Association OH | 130,568 | $12.73M | 0.1% | +1.3% | 0.205% | |
| 4/28/2025 | DAVENPORT & Co LLC | 2,777 | $271K | 0.0% | -5.7% | 0.004% | |
| 4/28/2025 | Lansing Street Advisors | 96,557 | $9.41M | 3.2% | +3.4% | 0.151% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 41,996 | $4.09M | 0.4% | -59.6% | 0.066% | |
| 4/28/2025 | Rovin Capital UT ADV | 16,068 | $1.57M | 0.5% | -78.5% | 0.025% | |
| 4/28/2025 | Salomon & Ludwin LLC | 46,707 | $4.55M | 0.5% | -3.5% | 0.073% | |
| 4/25/2025 | JNBA Financial Advisors | 5,781 | $563K | 0.1% | -5.5% | 0.009% | |
| 4/25/2025 | Mather Group LLC. | 15,486 | $1.51M | 0.0% | +21.2% | 0.024% | |
| 4/25/2025 | Westside Investment Management Inc. | 1,426 | $139K | 0.0% | -26.0% | 0.002% | |
| 4/25/2025 | Kendall Capital Management | 5,742 | $560K | 0.2% | -3.5% | 0.009% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 6,558 | $666K | 0.0% | +3.2% | 0.010% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 38,680 | $3.77M | 0.2% | -3.4% | 0.061% | |
| 4/25/2025 | Essex Financial Services Inc. | 5,887 | $574K | 0.0% | -4.5% | 0.009% | |
| 4/25/2025 | Salus Financial Advisors LLC | 34,847 | $3.40M | 2.6% | +5.4% | 0.055% | |
| 4/25/2025 | Corepath Wealth Partners LLC | 19,979 | $1.77M | 1.7% | -2.1% | 0.031% | |
| 4/24/2025 | Smart Portfolios LLC | 3,359 | $327K | 0.4% | -4.9% | 0.005% | |
| 4/24/2025 | CM Wealth Advisors LLC | 14,899 | $1.45M | 0.5% | -4.4% | 0.023% | |
| 4/24/2025 | Sims Investment Management LLC | 56,324 | $5.49M | 2.5% | -1.2% | 0.088% | |
| 4/24/2025 | Oakworth Capital Inc. | 1,712 | $167K | 0.0% | +20.4% | 0.003% | |
| 4/24/2025 | Money Concepts Capital Corp | 16,651 | $1.62M | 0.1% | N/A | 0.026% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 2,114 | $206K | 0.0% | -6.3% | 0.003% | |
| 4/24/2025 | Trust Co. of Vermont | 474 | $46K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Park Place Capital Corp | 12,419 | $1.21M | 0.3% | -5.7% | 0.019% | |
| 4/24/2025 | First Merchants Corp | 19,820 | $1.93M | 0.1% | -44.6% | 0.031% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 34,143 | $3.03M | 1.0% | +17.1% | 0.054% | |
| 4/23/2025 | KPP Advisory Services LLC | 2,831 | $276K | 0.1% | N/A | 0.004% | |
| 4/23/2025 | LifeSteps Financial Inc. | 20,581 | $2.01M | 1.6% | +5.6% | 0.032% | |
| 4/23/2025 | Pure Financial Advisors LLC | 5,157 | $503K | 0.0% | +3.9% | 0.008% | |
| 4/23/2025 | Alpine Bank Wealth Management | 20,900 | $2.04M | 0.3% | N/A | 0.033% | |
| 4/23/2025 | Financial Life Planners | 1,476 | $144K | 0.1% | -12.4% | 0.002% | |
| 4/23/2025 | Bessemer Group Inc. | 4,171 | $407K | 0.0% | +43.0% | 0.007% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 4,477 | $436K | 0.0% | -18.7% | 0.007% | |
| 4/23/2025 | Pacific Financial Group Inc. | 14,064 | $1.37M | 1.1% | -2.4% | 0.022% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 4,247 | $414K | 0.0% | -20.1% | 0.007% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 203,918 | $19.88M | 1.0% | -1.6% | 0.320% | |
| 4/23/2025 | Goelzer Investment Management Inc. | 18,000 | $1.76M | 0.1% | -3.1% | 0.028% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 84,784 | $8.27M | 0.6% | -4.9% | 0.133% | |
| 4/22/2025 | Rodgers & Associates LTD | 52,868 | $5.15M | 0.6% | +0.7% | 0.083% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 109,395 | $10.66M | 0.0% | +20.9% | 0.171% | |
| 4/22/2025 | Ellis Investment Partners LLC | 148,358 | $14.46M | 3.0% | -5.0% | 0.233% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 12,194 | $1.19M | 0.2% | N/A | 0.019% | |
| 4/22/2025 | Sage Financial Group Inc. | 5,169 | $504K | 0.0% | +2.5% | 0.008% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 485 | $47K | 0.0% | +205.0% | 0.001% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 5,676 | $553K | 0.3% | -5.7% | 0.009% | |
| 4/22/2025 | World Equity Group Inc. | 6,375 | $621K | 0.2% | N/A | 0.010% | |
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| 4/22/2025 | ERTS Wealth Advisors LLC | 9,532 | $929K | 0.2% | -9.3% | 0.015% | |
| 4/22/2025 | Advisor Resource Council | 17,073 | $1.66M | 0.1% | N/A | 0.027% | |
| 4/21/2025 | Avior Wealth Management LLC | 21,635 | $2.11M | 0.1% | +6.3% | 0.034% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 214,047 | $20.87M | 2.4% | +1.4% | 0.326% | |
| 4/21/2025 | NorthLanding Financial Partners LLC | 4,356 | $425K | 0.4% | -2.9% | 0.007% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 2,990 | $291K | 0.0% | +15.4% | 0.005% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 5,869 | $572K | 0.0% | +9.9% | 0.009% | |
| 4/18/2025 | Financial Perspectives Inc | 2,359 | $230K | 0.1% | -11.2% | 0.004% | |
| 4/18/2025 | Birch Hill Investment Advisors LLC | 37,265 | $3.63M | 0.2% | -7.7% | 0.057% | |
| 4/18/2025 | Clayton Financial Group LLC | 42,416 | $4.14M | 1.5% | +0.4% | 0.065% | |
