| 5/2/2025 | Patton Albertson Miller Group LLC | 19,467 | $4.11M | 0.6% | N/A | 0.035% | |
| 5/2/2025 | Forte Capital LLC ADV | 3,459 | $730K | 0.1% | -9.3% | 0.006% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 21,032 | $4.44M | 0.1% | -2.0% | 0.038% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 29,706 | $6.27M | 3.0% | -0.4% | 0.053% | |
| 5/2/2025 | James Investment Research Inc. | 1,855 | $391K | 0.0% | -32.9% | 0.003% | |
| 5/2/2025 | Summit X LLC | 1,316 | $277K | 0.1% | -6.1% | 0.002% | |
| 5/2/2025 | Capital A Wealth Management LLC | 334 | $70K | 0.1% | -15.9% | 0.001% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 217,277 | $45.83M | 2.7% | -11.5% | 0.389% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 5,087 | $1.07M | 1.2% | -10.2% | 0.009% | |
| 5/2/2025 | Sigma Planning Corp | 2,742 | $578K | 0.0% | -29.6% | 0.005% | |
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| 5/2/2025 | Catalyst Financial Partners LLC | 4,272 | $901K | 0.2% | +54.3% | 0.008% | |
| 5/1/2025 | Florida Financial Advisors LLC | 16,516 | $3.48M | 1.4% | -7.5% | 0.030% | |
| 5/1/2025 | Asset Dedication LLC | 410 | $86K | 0.0% | -25.5% | 0.001% | |
| 5/1/2025 | CWM LLC | 10,136 | $2.14M | 0.0% | +1.1% | 0.018% | |
| 5/1/2025 | Stephens Inc. AR | 5,917 | $1.25M | 0.0% | -3.3% | 0.011% | |
| 5/1/2025 | Forum Private Client Group LLC | 68,547 | $14.46M | 6.3% | +2.0% | 0.123% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 11,302 | $2.38M | 2.6% | -2.8% | 0.020% | |
| 5/1/2025 | Fifth Third Securities Inc. | 37,545 | $7.92M | 0.7% | +11.3% | 0.067% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 4,343 | $916K | 0.8% | +63.1% | 0.008% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 21,174 | $4.51M | 0.5% | -1.1% | 0.038% | |
| 4/30/2025 | Processus Wealth & Capital Management LLC | 32,337 | $6.82M | 5.8% | +1.5% | 0.058% | |
| 4/30/2025 | Cerity Partners LLC | 4,673 | $986K | 0.0% | +2.1% | 0.008% | |
| 4/30/2025 | Allworth Financial LP | 4,522 | $948K | 0.0% | +3.4% | 0.008% | |
| 4/30/2025 | Pineridge Advisors LLC | 2,771 | $585K | 0.2% | -12.8% | 0.005% | |
| 4/30/2025 | Leavell Investment Management Inc. | 8,793 | $1.86M | 0.1% | +1.5% | 0.016% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 32,068 | $6.76M | 0.2% | -26.7% | 0.057% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 7,374 | $1.50M | 0.4% | -4.9% | 0.013% | |
| 4/30/2025 | M&T Bank Corp | 103,440 | $21.82M | 0.1% | +0.1% | 0.185% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 43,456 | $9.17M | 0.1% | +7.6% | 0.078% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 8,194 | $1.73M | 0.1% | +42.3% | 0.015% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 67,478 | $14.23M | 2.6% | -11.7% | 0.121% | |
| 4/30/2025 | Family Capital Management Inc. | 61,184 | $12.91M | 8.0% | +2.2% | 0.110% | |
| 4/29/2025 | Financial Counselors Inc. | 6,936 | $1.46M | 0.0% | -2.7% | 0.012% | |
| 4/29/2025 | YANKCOM Partnership | 24,851 | $5.24M | 2.9% | -0.7% | 0.045% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 411,682 | $86.84M | 0.0% | -85.3% | 0.738% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 1,173 | $247K | 0.1% | -6.8% | 0.002% | |
| 4/29/2025 | Bush Investment Group LLC | 102,748 | $21.67M | 16.3% | +0.5% | 0.184% | |
| 4/29/2025 | Compton Wealth Advisory Group LLC | 123,004 | $25.95M | 7.2% | -1.2% | 0.220% | |
| 4/29/2025 | World Investment Advisors | 953 | $201K | 0.0% | -96.7% | 0.002% | |
| 4/29/2025 | Truist Financial Corp | 653,774 | $137.91M | 0.2% | -1.6% | 1.172% | |
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| 4/29/2025 | Brookstone Capital Management | 81,927 | $17.28M | 0.2% | +9.0% | 0.147% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 14,534 | $3.07M | 0.6% | -5.2% | 0.026% | |
| 4/29/2025 | SMART Wealth LLC | 3,939 | $831K | 0.3% | +1.6% | 0.007% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 15,956 | $3.36M | 0.3% | -31.1% | 0.029% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 1,234 | $260K | 0.0% | +33.5% | 0.002% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 468 | $99K | 0.0% | +74.0% | 0.001% | |
| 4/28/2025 | Mutual Advisors LLC | 8,569 | $1.82M | 0.1% | -10.5% | 0.015% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 25,160 | $5.31M | 1.5% | -7.9% | 0.045% | |
| 4/28/2025 | Able Wealth Management LLC | 9,404 | $1.98M | 1.1% | +47.0% | 0.017% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 7,078 | $1.49M | 0.3% | -22.7% | 0.013% | |
| 4/28/2025 | Private Trust Co. NA | 5,241 | $1.11M | 0.1% | -1.6% | 0.009% | |
| 4/28/2025 | Fiduciary Group LLC | 18,797 | $3.97M | 0.4% | +12.8% | 0.034% | |
| 4/28/2025 | Instrumental Wealth LLC | 1,518 | $323K | 0.3% | +8.5% | 0.003% | |
| 4/28/2025 | Rossby Financial LCC | 14,385 | $3.06M | 1.3% | N/A | 0.026% | |
| 4/28/2025 | TCP Asset Management LLC | 2,707 | $571K | 0.1% | -5.9% | 0.005% | |
| 4/28/2025 | DAVENPORT & Co LLC | 145,439 | $30.68M | 0.2% | +59.5% | 0.261% | |
| 4/25/2025 | Benchmark Financial Wealth Advisors LLC | 46,048 | $9.71M | 3.7% | -23.7% | 0.083% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 225,629 | $47.59M | 9.2% | -0.9% | 0.404% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 2,937 | $631K | 0.0% | -66.3% | 0.005% | |
| 4/25/2025 | Trademark Financial Management LLC | 967 | $204K | 0.2% | N/A | 0.002% | |
| 4/25/2025 | Guerra Advisors Inc | 2,052 | $433K | 0.2% | -4.7% | 0.004% | |
| 4/25/2025 | Essex Financial Services Inc. | 3,113 | $657K | 0.0% | +15.1% | 0.006% | |
| 4/25/2025 | Sovran Advisors LLC | 14,671 | $2.93M | 0.4% | -3.0% | 0.026% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 1,772 | $374K | 0.0% | -3.5% | 0.003% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 1,417 | $299K | 0.1% | +56.4% | 0.003% | |
| 4/25/2025 | WJ Wealth Management LLC | 31,145 | $6.57M | 2.3% | -54.2% | 0.056% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 1,205 | $246K | 0.0% | -5.2% | 0.002% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 5,602 | $1.18M | 0.7% | +21.7% | 0.010% | |
| 4/24/2025 | Vista Investment Partners II LLC | 2,351 | $496K | 0.3% | N/A | 0.004% | |
| 4/24/2025 | Kingdom Financial Group LLC. | 86,862 | $18.32M | 13.4% | -6.0% | 0.156% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 2,840 | $598K | 0.0% | N/A | 0.005% | |
| 4/24/2025 | Money Concepts Capital Corp | 11,473 | $2.42M | 0.2% | +1.9% | 0.021% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 2,261 | $477K | 0.0% | +23.5% | 0.004% | |
| 4/24/2025 | Diversified Trust Co | 2,436 | $514K | 0.0% | -32.7% | 0.004% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 1,064 | $224K | 0.1% | N/A | 0.002% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 2,195 | $463K | 0.1% | N/A | 0.004% | |
| 4/24/2025 | Hidden Cove Wealth Management LLC | 76,308 | $16.10M | 12.7% | -3.3% | 0.137% | |
| 4/23/2025 | Western Wealth Management LLC | 7,912 | $1.67M | 0.1% | +0.9% | 0.014% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,313 | $277K | 0.0% | -16.0% | 0.002% | |
| 4/23/2025 | Perigon Wealth Management LLC | 21,564 | $4.55M | 0.1% | +13.8% | 0.039% | |
| 4/23/2025 | Williams Financial LLC | 52,043 | $10.98M | 7.7% | -54.1% | 0.093% | |
| 4/23/2025 | Spire Wealth Management | 8,185 | $1.73M | 0.1% | -15.5% | 0.015% | |
| 4/23/2025 | Bluesphere Advisors LLC | 47,820 | $10.09M | 5.8% | -1.4% | 0.086% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 18,051 | $3.81M | 0.6% | -12.1% | 0.032% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 25,240 | $5.32M | 1.0% | +3.6% | 0.045% | |
| 4/23/2025 | Post Resch Tallon Group Inc. | 8,346 | $1.76M | 1.8% | +3.9% | 0.015% | |
| 4/23/2025 | Valmark Advisers Inc. | 101,901 | $21.50M | 0.3% | -1.5% | 0.183% | |
| 4/23/2025 | Continuum Advisory LLC | 215 | $45K | 0.0% | -50.8% | 0.000% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 396,790 | $83.70M | 0.3% | -1.3% | 0.711% | |
| 4/22/2025 | Crumly & Associates Inc. | 41,580 | $8.77M | 2.4% | -0.4% | 0.075% | |
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| 4/22/2025 | Veridan Wealth LLC | 32,797 | $6.92M | 3.1% | +13.1% | 0.059% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 112,425 | $23.72M | 7.1% | -9.3% | 0.201% | |
| 4/22/2025 | OxenFree Capital LLC | 11,239 | $2.18M | 1.6% | -1.0% | 0.020% | |
| 4/22/2025 | Cyr Financial Inc. | 2,153 | $454K | 0.5% | +3.5% | 0.004% | |
| 4/22/2025 | World Equity Group Inc. | 9,730 | $2.05M | 0.6% | +397.7% | 0.017% | |
| 4/22/2025 | PFG Investments LLC | 12,931 | $2.73M | 0.2% | +15.8% | 0.023% | |
| 4/21/2025 | Avior Wealth Management LLC | 17,795 | $3.75M | 0.1% | -9.2% | 0.032% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,038 | $218K | 0.0% | -19.4% | 0.002% | |
| 4/21/2025 | United Advisor Group LLC | 1,144 | $241K | 0.0% | +6.0% | 0.002% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,124,012 | $1.08B | 4.1% | -4.5% | 9.183% | |
