| 5/2/2025 | Patton Albertson Miller Group LLC | 48,517 | $27.26M | 4.0% | +42.5% | 0.005% | |
| 5/2/2025 | Independent Wealth Network Inc. | 1,519 | $854K | 0.3% | -3.9% | 0.000% | |
| 5/2/2025 | Sachetta LLC | 3,421 | $1.92M | 0.8% | +2.7% | 0.000% | |
| 5/2/2025 | Armor Investment Advisors LLC | 42,444 | $23.85M | 9.9% | +0.8% | 0.004% | |
| 5/2/2025 | Burling Wealth Partners LLC | 2,347 | $1.32M | 0.3% | +26.2% | 0.000% | |
| 5/2/2025 | Hardy Reed LLC | 25,759 | $14.47M | 1.3% | -1.0% | 0.003% | |
| 5/2/2025 | Forte Capital LLC ADV | 6,606 | $3.71M | 0.4% | -1.7% | 0.001% | |
| 5/2/2025 | Forum Financial Management LP | 10,477 | $5.89M | 0.1% | +23.0% | 0.001% | |
| 5/2/2025 | KM Capital Management Ltd. | 1,145 | $643K | 0.3% | N/A | 0.000% | |
| 5/2/2025 | Fortis Group Advisors LLC | 7,941 | $4.46M | 0.9% | -2.4% | 0.001% | |
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| 5/2/2025 | Kooman & Associates | 21,088 | $11.85M | 4.3% | -1.6% | 0.002% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 22,774 | $12.80M | 0.2% | -23.2% | 0.002% | |
| 5/2/2025 | Montis Financial LLC | 18,327 | $10.30M | 3.0% | -2.3% | 0.002% | |
| 5/2/2025 | Members Trust Co | 1,902 | $1.07M | 0.0% | +13.4% | 0.000% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 2,177 | $1.22M | 0.9% | +9.0% | 0.000% | |
| 5/2/2025 | Bailard Inc. | 70,636 | $39.69M | 1.0% | -0.2% | 0.007% | |
| 5/2/2025 | Archvest Wealth Advisors Inc. | 15,337 | $8.62M | 7.1% | +27.5% | 0.002% | |
| 5/2/2025 | Opulen Financial Group LLC | 6,835 | $3.84M | 3.5% | +2.7% | 0.001% | |
| 5/2/2025 | Concord Wealth Partners | 1,086 | $610K | 0.1% | -2.5% | 0.000% | |
| 5/2/2025 | Graypoint LLC | 212,099 | $119.18M | 7.4% | +2.3% | 0.021% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 830,277 | $466.53M | 6.6% | +0.5% | 0.082% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 224,703 | $126.26M | 10.8% | -1.3% | 0.022% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 17,407 | $9.78M | 0.7% | -1.6% | 0.002% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 69,707 | $39.17M | 5.9% | -4.3% | 0.007% | |
| 5/2/2025 | Financial Advisors LLC | 2,798 | $1.57M | 0.3% | -1.3% | 0.000% | |
| 5/2/2025 | Hudock Inc. | 124,158 | $69.77M | 12.2% | -0.2% | 0.012% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 14,989 | $8.42M | 1.8% | +7.6% | 0.001% | |
| 5/2/2025 | Napatree Capital LLC | 5,083 | $2.86M | 1.6% | +4.4% | 0.001% | |
| 5/2/2025 | Windsor Capital Management LLC | 55,675 | $31.28M | 9.6% | -3.0% | 0.006% | |
| 5/2/2025 | SWP Financial LLC | 37,548 | $21.10M | 12.9% | -2.0% | 0.004% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 112,745 | $63.37M | 10.8% | +2.7% | 0.011% | |
| 5/2/2025 | Allen Capital Group LLC | 10,369 | $5.83M | 0.7% | +22.1% | 0.001% | |
| 5/2/2025 | Stevens Capital Partners | 32,626 | $18.33M | 8.6% | -16.5% | 0.003% | |
| 5/2/2025 | Theory Financial LLC | 3,019 | $1.70M | 0.7% | -9.7% | 0.000% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 7,213 | $4.05M | 3.9% | -18.3% | 0.001% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 40,990 | $23.03M | 12.6% | -7.4% | 0.004% | |
| 5/2/2025 | Postrock Partners LLC | 16,450 | $9.24M | 4.6% | +3.9% | 0.002% | |
| 5/2/2025 | James Investment Research Inc. | 3,259 | $1.83M | 0.2% | -1.8% | 0.000% | |
| 5/2/2025 | Summit X LLC | 49,205 | $27.65M | 5.8% | -4.5% | 0.005% | |
| 5/2/2025 | Mechanics Financial Corp | 13,349 | $7.50M | 3.4% | +8.7% | 0.001% | |
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| 5/2/2025 | Seaside Wealth Management Inc. | 1,506 | $846K | 0.3% | +3.9% | 0.000% | |
| 5/2/2025 | Financial Alternatives Inc | 524 | $294K | 0.2% | -7.4% | 0.000% | |
| 5/2/2025 | Shayne & Jacobs LLC | 480 | $270K | 0.1% | -8.2% | 0.000% | |
| 5/2/2025 | Welch & Forbes LLC | 17,258 | $9.70M | 0.1% | -6.9% | 0.002% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 58,141 | $32.67M | 7.7% | -17.4% | 0.006% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 7,772 | $4.37M | 0.9% | -4.1% | 0.001% | |
| 5/2/2025 | Cable Hill Partners LLC | 2,079 | $1.16M | 0.1% | +15.2% | 0.000% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 3,369 | $1.89M | 0.0% | -19.8% | 0.000% | |
| 5/2/2025 | Guardian Wealth Advisors LLC | 593 | $333K | 0.2% | +10.8% | 0.000% | |
| 5/2/2025 | Parcion Private Wealth LLC | 2,306 | $1.30M | 0.1% | +41.6% | 0.000% | |
| 5/2/2025 | Private Wealth Management Group LLC | 154 | $87K | 0.0% | +100.0% | 0.000% | |
| 5/2/2025 | Capital A Wealth Management LLC | 357 | $201K | 0.2% | -25.0% | 0.000% | |
| 5/2/2025 | Victory Capital Management Inc. | 155,696 | $87.49M | 0.1% | +150.6% | 0.015% | |
| 5/2/2025 | BIP Wealth LLC | 13,660 | $7.68M | 0.5% | -3.6% | 0.001% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 155,579 | $87.42M | 5.2% | -2.3% | 0.015% | |
| 5/2/2025 | Schrum Private Wealth Management LLC | 3,686 | $2.07M | 1.8% | -3.3% | 0.000% | |
| 5/2/2025 | Ndwm LLC | 65,696 | $36.92M | 36.1% | -5.1% | 0.007% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 3,346 | $1.86M | 0.2% | N/A | 0.000% | |
| 5/2/2025 | Tectonic Advisors LLC | 112,823 | $63.40M | 4.0% | +3.7% | 0.011% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 119,171 | $66.96M | 16.4% | +16.2% | 0.012% | |
| 5/2/2025 | Kornitzer Capital Management Inc. KS | 3,084 | $1.73M | 0.0% | -2.7% | 0.000% | |
| 5/2/2025 | Larson Financial Group LLC | 11,081 | $6.23M | 0.3% | +21.7% | 0.001% | |
| 5/2/2025 | Grange Capital LLC | 929 | $522K | 0.6% | -3.4% | 0.000% | |
| 5/2/2025 | Violich Capital Management Inc. | 2,378 | $1.34M | 0.2% | +5.0% | 0.000% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 8,145 | $4.58M | 0.3% | +44.3% | 0.001% | |
| 5/2/2025 | Summit Wealth Group LLC | 1,351 | $759K | 0.2% | N/A | 0.000% | |
| 5/2/2025 | PAX Financial Group LLC | 75,326 | $42.33M | 7.5% | -4.0% | 0.007% | |
| 5/2/2025 | Wealthfront Advisers LLC | 907 | $510K | 0.0% | -24.1% | 0.000% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 2,686 | $1.51M | 0.2% | +23.0% | 0.000% | |
| 5/2/2025 | Kaye Capital Management | 69,646 | $39.13M | 16.0% | -0.5% | 0.007% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 1,538 | $865K | 0.2% | +6.1% | 0.000% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 159,155 | $89.43M | 2.3% | +0.3% | 0.016% | |
| 5/2/2025 | Whittier Trust Co. | 418,013 | $234.88M | 3.3% | +5.3% | 0.041% | |
| 5/2/2025 | Future You Wealth LLC | 93,094 | $52.31M | 33.3% | +12.1% | 0.009% | |
| 5/2/2025 | Melfa Wealth Management Inc. | 4,879 | $2.74M | 1.9% | -1.1% | 0.000% | |
| 5/2/2025 | Sage Private Wealth Group LLC | 801 | $451K | 0.3% | -19.5% | 0.000% | |
| 5/2/2025 | Accredited Investor Services LLC | 542 | $305K | 0.3% | N/A | 0.000% | |
| 5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 87,469 | $49.15M | 16.9% | -2.2% | 0.009% | |
| 5/2/2025 | First Command Advisory Services Inc. | 9,941,646 | $5.59B | 53.5% | +12.1% | 0.984% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 56 | $31K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Mountain Hill Investment Partners Corp. | 15,143 | $8.51M | 8.3% | +4.4% | 0.001% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 461 | $259K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Graybill Wealth Management LTD. | 600 | $337K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | United Community Bank | 27,844 | $15.65M | 5.8% | +0.4% | 0.003% | |
| 5/2/2025 | Leo Wealth LLC | 6,467 | $3.63M | 0.5% | -19.8% | 0.001% | |
| 5/2/2025 | Strata Wealth Advisors LLC | 11,178 | $6.28M | 2.0% | -7.2% | 0.001% | |
| 5/2/2025 | Dakota Wealth Management | 272,580 | $153.16M | 3.6% | +0.1% | 0.027% | |
| 5/2/2025 | LJI Wealth Management LLC | 1,164 | $654K | 0.1% | -14.2% | 0.000% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 36,605 | $20.57M | 0.7% | -6.7% | 0.004% | |
| 5/2/2025 | Lokken Investment Group LLC | 1,348 | $758K | 0.3% | +5.5% | 0.000% | |
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| 5/2/2025 | Apollon Financial LLC | 27,789 | $15.61M | 3.7% | +6.9% | 0.003% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 17,723 | $9.96M | 5.1% | -25.1% | 0.002% | |
| 5/2/2025 | Apollon Wealth Management LLC | 302,649 | $170.06M | 3.7% | +0.7% | 0.030% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 2,238 | $1.26M | 0.8% | -11.2% | 0.000% | |
| 5/2/2025 | Arcadia Investment Advisors LLC | 5,316 | $2.99M | 1.7% | -0.4% | 0.001% | |
| 5/2/2025 | Hohimer Wealth Management LLC | 8,787 | $4.94M | 1.0% | -31.9% | 0.001% | |
| 5/2/2025 | Red Wave Investments LLC | 16,007 | $8.99M | 3.2% | -0.3% | 0.002% | |
| 5/2/2025 | Sigma Planning Corp | 322,719 | $181.34M | 5.8% | -3.2% | 0.032% | |
| 5/2/2025 | Transcendent Capital Group LLC | 9,909 | $5.57M | 3.1% | -29.8% | 0.001% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 167,143 | $93.92M | 17.3% | +2.6% | 0.017% | |
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