| 5/2/2025 | KM Capital Management Ltd. | 30,304 | $2.90M | 1.6% | +9.6% | 0.093% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 1,848 | $173K | 0.1% | -6.0% | 0.006% | |
| 5/2/2025 | Bailard Inc. | 70,249 | $6.73M | 0.2% | -2.9% | 0.215% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 8,374 | $802K | 0.0% | +7.5% | 0.026% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 7,154 | $685K | 0.2% | +12.6% | 0.022% | |
| 5/2/2025 | Graybill Wealth Management LTD. | 5,721 | $548K | 0.2% | N/A | 0.017% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 30,153 | $2.89M | 0.1% | -5.0% | 0.092% | |
| 5/2/2025 | Sigma Planning Corp | 4,572 | $438K | 0.0% | +99.2% | 0.014% | |
| 5/2/2025 | Edgestream Partners L.P. | 2,411 | $231K | 0.0% | N/A | 0.007% | |
| 5/1/2025 | Westmount Partners LLC | 8,175 | $783K | 0.2% | +4.7% | 0.025% | |
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| 5/1/2025 | Stephens Inc. AR | 36,408 | $3.49M | 0.1% | -2.9% | 0.111% | |
| 5/1/2025 | Omega Financial Group LLC | 5,268 | $504K | 0.2% | -2.2% | 0.016% | |
| 5/1/2025 | Sage Rhino Capital LLC | 23,961 | $2.29M | 0.5% | +1.4% | 0.073% | |
| 4/30/2025 | Cerity Partners LLC | 52,981 | $5.07M | 0.0% | -2.5% | 0.162% | |
| 4/30/2025 | Allworth Financial LP | 7,696 | $711K | 0.0% | -27.1% | 0.023% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 23,190 | $2.22M | 0.1% | -3.2% | 0.071% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 9,995 | $957K | 0.1% | +2.7% | 0.031% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 17,246 | $1.65M | 0.9% | +2.7% | 0.053% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 5,855 | $561K | 0.0% | -4.7% | 0.018% | |
| 4/30/2025 | M&T Bank Corp | 7,700 | $737K | 0.0% | -5.5% | 0.024% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 11,150 | $1.07M | 0.1% | -34.1% | 0.034% | |
| 4/30/2025 | Sierra Capital LLC | 2,830 | $271K | 0.0% | -37.7% | 0.009% | |
| 4/30/2025 | Brown Advisory Inc. | 12,251 | $1.17M | 0.0% | -2.4% | 0.037% | |
| 4/30/2025 | Washington Trust Bank | 24,347 | $2.33M | 0.2% | +2.0% | 0.074% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 130,851 | $12.53M | 0.0% | -29.5% | 0.400% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 9,327 | $893K | 0.1% | -18.5% | 0.028% | |
| 4/29/2025 | Bank of New York Mellon Corp | 8,721 | $835K | 0.0% | -16.2% | 0.027% | |
| 4/29/2025 | Wayfinding Financial LLC | 414 | $39K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 27,367 | $2.59M | 0.2% | -14.4% | 0.084% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 35,383 | $3.39M | 0.2% | -9.2% | 0.108% | |
| 4/28/2025 | Principal Financial Group Inc. | 5,702 | $546K | 0.0% | -87.3% | 0.017% | |
| 4/28/2025 | Mutual Advisors LLC | 16,492 | $1.52M | 0.0% | +21.7% | 0.050% | |
| 4/28/2025 | Audent Global Asset Management LLC | 4,304 | $412K | 0.3% | -23.6% | 0.013% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 47,221 | $4.52M | 2.6% | -7.9% | 0.144% | |
| 4/28/2025 | Money Design Co. Ltd. | 526,905 | $50.45M | 2.5% | +0.4% | 1.609% | |
| 4/28/2025 | Yukon Wealth Management Inc. | 3,714 | $356K | 0.1% | N/A | 0.011% | |
| 4/28/2025 | DAVENPORT & Co LLC | 4,506 | $431K | 0.0% | -28.7% | 0.014% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 7,480 | $716K | 0.1% | -95.2% | 0.023% | |
| 4/28/2025 | ABLE Financial Group LLC | 2,627 | $252K | 0.1% | -17.6% | 0.008% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 13,645 | $1.31M | 0.1% | -1.5% | 0.042% | |
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| 4/25/2025 | Sterling Investment Advisors LLC ADV | 9,573 | $917K | 0.5% | +6.1% | 0.029% | |
| 4/25/2025 | CFM Wealth Partners LLC | 5,011 | $480K | 0.1% | +7.6% | 0.015% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 57,637 | $5.46M | 0.0% | +53.8% | 0.176% | |
| 4/24/2025 | Aspect Partners LLC | 78,802 | $7.55M | 4.3% | +273.6% | 0.241% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 6,175 | $591K | 0.0% | +40.1% | 0.019% | |
| 4/23/2025 | Perigon Wealth Management LLC | 3,478 | $333K | 0.0% | -42.7% | 0.011% | |
| 4/23/2025 | Bessemer Group Inc. | 10,871 | $1.04M | 0.0% | +32.6% | 0.033% | |
| 4/23/2025 | Spire Wealth Management | 2,211 | $212K | 0.0% | -56.9% | 0.007% | |
| 4/23/2025 | Gray Private Wealth LLC | 17,783 | $1.70M | 1.0% | -2.6% | 0.054% | |
| 4/23/2025 | Sava Infond d.o.o. | 3,200 | $306K | 0.1% | N/A | 0.010% | |
| 4/23/2025 | Embree Financial Group | 24,246 | $2.32M | 0.4% | -13.0% | 0.074% | |
| 4/22/2025 | Jmac Enterprises LLC | 24,272 | $2.32M | 0.6% | +4.0% | 0.074% | |
| 4/22/2025 | Encompass Wealth Advisors LLC | 5,264 | $504K | 0.2% | +9.6% | 0.016% | |
| 4/22/2025 | Rodgers & Associates LTD | 38,228 | $3.66M | 0.4% | +3.9% | 0.117% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 64,638 | $6.19M | 0.0% | -24.2% | 0.197% | |
| 4/22/2025 | Axos Invest Inc. | 5,707 | $546K | 0.4% | -4.8% | 0.017% | |
| 4/22/2025 | Sage Financial Group Inc. | 2,978 | $285K | 0.0% | +7.2% | 0.009% | |
| 4/22/2025 | Canton Hathaway LLC | 18,859 | $1.81M | 0.4% | -7.5% | 0.058% | |
| 4/22/2025 | World Equity Group Inc. | 3,579 | $343K | 0.1% | N/A | 0.011% | |
| 4/22/2025 | Cordant Inc. | 16,634 | $1.59M | 0.8% | -3.1% | 0.051% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 8,276 | $792K | 0.7% | +6.2% | 0.025% | |
| 4/22/2025 | Advisor Resource Council | 2,500 | $239K | 0.0% | N/A | 0.008% | |
| 4/21/2025 | Matthew Goff Investment Advisor LLC | 70,142 | $6.72M | 1.2% | +0.2% | 0.214% | |
| 4/21/2025 | Barrett & Company Inc. | 988 | $95K | 0.0% | -16.8% | 0.003% | |
| 4/21/2025 | BlueSky Wealth Advisors LLC | 10,905 | $1.04M | 0.2% | -11.3% | 0.033% | |
| 4/21/2025 | Liquid Strategies LLC | 34,304 | $3.29M | 0.6% | N/A | 0.105% | |
| 4/17/2025 | Inscription Capital LLC | 2,700 | $243K | 0.0% | N/A | 0.008% | |
| 4/17/2025 | Sowell Financial Services LLC | 18,319 | $1.75M | 0.1% | +1.8% | 0.056% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,343 | $895K | 0.0% | -7.5% | 0.029% | |
| 4/17/2025 | Mission Wealth Management LP | 68,789 | $6.59M | 0.2% | -6.5% | 0.210% | |
| 4/17/2025 | Rebalance LLC | 59,343 | $5.68M | 0.4% | -6.8% | 0.181% | |
| 4/17/2025 | Sound Income Strategies LLC | 6,984 | $669K | 0.0% | +2.1% | 0.021% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 53,984 | $4.71M | 0.8% | -1.7% | 0.165% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,658 | $2.74M | 0.0% | -2.7% | 0.088% | |
| 4/15/2025 | Paladin Advisory Group LLC | 3,747 | $359K | 0.3% | -7.9% | 0.011% | |
| 4/15/2025 | Alhambra Investment Management LLC | 4,653 | $446K | 0.2% | +16.7% | 0.014% | |
| 4/15/2025 | Integrated Advisors Network LLC | 16,440 | $1.57M | 0.1% | +6.1% | 0.050% | |
| 4/15/2025 | SG Americas Securities LLC | 62,671 | $6.00M | 0.0% | +457.9% | 0.191% | |
| 4/14/2025 | Investment Advisory Group LLC | 4,134 | $396K | 0.1% | +3.8% | 0.013% | |
| 4/14/2025 | Courier Capital LLC | 52,728 | $5.05M | 0.3% | +1.5% | 0.161% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 11,579 | $1.11M | 0.8% | -1.6% | 0.035% | |
| 4/14/2025 | Financial Advisory Corp | 142,878 | $13.68M | 2.3% | +1.3% | 0.436% | |
| 4/14/2025 | WealthNavi Inc. | 4,696,857 | $449.72M | 5.0% | +5.4% | 14.342% | |
| 4/11/2025 | Unique Wealth LLC | 66,928 | $6.41M | 1.2% | +17.0% | 0.184% | |
| 4/11/2025 | Magnus Financial Group LLC | 144,650 | $13.85M | 1.3% | +5.6% | 0.397% | |
| 4/10/2025 | Retirement Planning Group LLC | 3,355 | $321K | 0.0% | +35.6% | 0.009% | |
| 4/10/2025 | Lakeshore Capital Group Inc. | 3,285 | $315K | 0.3% | N/A | 0.009% | |
| 4/10/2025 | First Financial Corp IN | 16,374 | $1.57M | 0.8% | +4.9% | 0.045% | |
| 4/9/2025 | Milestone Asset Management LLC | 13,470 | $1.29M | 0.3% | +188.6% | 0.037% | |
| 4/9/2025 | Flagstar Advisors Inc. | 4,340 | $416K | 0.1% | N/A | 0.012% | |
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| 4/9/2025 | NBC Securities Inc. | 5,158 | $493K | 0.0% | +103,060.0% | 0.014% | |
| 4/9/2025 | CenterStar Asset Management LLC | 2,703 | $259K | 0.1% | -38.4% | 0.007% | |
| 4/8/2025 | Waycross Investment Management Co | 6,264 | $600K | 0.7% | +13.4% | 0.017% | |
| 4/4/2025 | Legacy Private Trust Co. | 20,362 | $1.95M | 0.1% | -2.8% | 0.056% | |
| 4/3/2025 | First Citizens Financial Corp | 25,119 | $2.41M | 1.4% | -6.2% | 0.069% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 29,465 | $2.74M | 0.0% | +9.0% | 0.075% | |
| 3/12/2025 | Centaurus Financial Inc. | 51,480 | $4.79M | 0.3% | N/A | 0.130% | |
| 3/10/2025 | Capstone Triton Financial Group LLC | 7,910 | $736K | 0.5% | -1.8% | 0.020% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 1,072 | $99K | 0.0% | N/A | 0.003% | |
| 3/4/2025 | Dogwood Wealth Management LLC | 16,794 | $1.56M | 0.8% | +20.2% | 0.041% | |
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