| 5/2/2025 | Patton Albertson Miller Group LLC | 102,701 | $14.42M | 2.1% | +28.9% | 0.082% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 1,919 | $270K | 0.1% | -5.0% | 0.002% | |
| 5/2/2025 | Fortis Group Advisors LLC | 6,659 | $935K | 0.2% | -45.0% | 0.005% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 3,710 | $521K | 0.0% | +63.9% | 0.003% | |
| 5/2/2025 | Montis Financial LLC | 17,253 | $2.42M | 0.7% | +3.0% | 0.014% | |
| 5/2/2025 | Graypoint LLC | 29,936 | $4.20M | 0.3% | -3.3% | 0.024% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 1,308,001 | $183.70M | 2.6% | -6.8% | 1.044% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 2,093 | $294K | 0.0% | -8.3% | 0.002% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 26,264 | $3.69M | 0.6% | +5.9% | 0.021% | |
| 5/2/2025 | SWP Financial LLC | 17,737 | $2.49M | 1.5% | +13.3% | 0.014% | |
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| 5/2/2025 | Theory Financial LLC | 10,460 | $1.47M | 0.6% | +2.5% | 0.008% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 8,401 | $1.18M | 1.1% | -12.1% | 0.007% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 17,276 | $2.43M | 1.3% | -5.3% | 0.014% | |
| 5/2/2025 | Summit X LLC | 42,837 | $6.02M | 1.3% | +0.6% | 0.034% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 69,901 | $9.82M | 2.3% | -1.8% | 0.056% | |
| 5/2/2025 | Capital A Wealth Management LLC | 1,428 | $201K | 0.2% | -75.7% | 0.001% | |
| 5/2/2025 | Larson Financial Group LLC | 1,298 | $182K | 0.0% | +31.4% | 0.001% | |
| 5/2/2025 | PAX Financial Group LLC | 42,004 | $5.90M | 1.0% | +5.8% | 0.034% | |
| 5/2/2025 | Apollon Financial LLC | 9,434 | $1.33M | 0.3% | -8.9% | 0.008% | |
| 5/2/2025 | Apollon Wealth Management LLC | 40,339 | $5.67M | 0.1% | -6.1% | 0.032% | |
| 5/2/2025 | Sigma Planning Corp | 40,735 | $5.72M | 0.2% | +26.3% | 0.033% | |
| 5/2/2025 | Signaturefd LLC | 1,162 | $163K | 0.0% | +22.6% | 0.001% | |
| 5/1/2025 | Cutter & CO Brokerage Inc. | 4,080 | $573K | 0.1% | -8.1% | 0.003% | |
| 5/1/2025 | Parker Investment Management LLC | 309,444 | $43.46M | 7.7% | -42.9% | 0.247% | |
| 5/1/2025 | Bleakley Financial Group LLC | 46,842 | $6.58M | 0.2% | -10.3% | 0.037% | |
| 5/1/2025 | LRI Investments LLC | 12,465 | $1.75M | 0.1% | N/A | 0.010% | |
| 5/1/2025 | Oldfather Financial Services LLC | 2,170 | $305K | 0.1% | N/A | 0.002% | |
| 5/1/2025 | CWM LLC | 1,047,713 | $147.14M | 0.6% | -3.0% | 0.836% | |
| 5/1/2025 | Cardinal Strategic Wealth Guidance | 33,840 | $4.75M | 1.5% | +14.0% | 0.027% | |
| 5/1/2025 | Stephens Inc. AR | 26,811 | $3.77M | 0.1% | +0.6% | 0.021% | |
| 5/1/2025 | Northwest Capital Management Inc | 11,442 | $1.61M | 0.7% | -19.6% | 0.009% | |
| 5/1/2025 | Stillwater Wealth Management Group | 5,850 | $822K | 0.7% | -15.5% | 0.005% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 18,508 | $2.71M | 2.9% | -2.7% | 0.015% | |
| 5/1/2025 | MA Private Wealth | 119,366 | $16.76M | 3.2% | +1.1% | 0.095% | |
| 5/1/2025 | Lane & Associates LLC | 16,514 | $2.32M | 1.3% | +3.2% | 0.013% | |
| 5/1/2025 | Fulcrum Equity Management | 8,510 | $1.20M | 1.3% | +12.4% | 0.007% | |
| 5/1/2025 | Harmony Asset Management LLC | 9,928 | $1.39M | 0.6% | +2.5% | 0.008% | |
| 5/1/2025 | Fifth Third Securities Inc. | 46,319 | $6.51M | 0.5% | -2.6% | 0.037% | |
| 5/1/2025 | Park Square Financial Group LLC | 234 | $33K | 0.0% | +588.2% | 0.000% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 9,665 | $1.36M | 0.3% | +5.3% | 0.008% | |
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| 5/1/2025 | SteelPeak Wealth LLC | 70,560 | $9.91M | 0.4% | -2.4% | 0.056% | |
| 5/1/2025 | Kesler Norman & Wride LLC | 5,588 | $785K | 0.1% | +7.7% | 0.004% | |
| 5/1/2025 | Country Club Bank | 24,791 | $3.49M | 0.2% | -9.5% | 0.020% | |
| 4/30/2025 | Sharkey Howes & Javer | 66,814 | $9.38M | 1.3% | +7.7% | 0.053% | |
| 4/30/2025 | Cerity Partners LLC | 54,535 | $7.66M | 0.0% | +5.1% | 0.044% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 2,383 | $335K | 0.1% | N/A | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 8,113 | $1.14M | 0.0% | +1.4% | 0.006% | |
| 4/30/2025 | Stonebrook Private Inc. | 14,193 | $1.99M | 0.5% | +12.0% | 0.011% | |
| 4/30/2025 | True Vision MN LLC | 19,475 | $2.74M | 1.6% | +0.4% | 0.016% | |
| 4/30/2025 | Forthright Family Wealth Advisory LLC | 25,613 | $3.60M | 2.4% | +2.3% | 0.020% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 379,814 | $53.34M | 1.7% | +4.2% | 0.303% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 12,278 | $1.72M | 0.2% | -1.6% | 0.010% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 667 | $90K | 0.0% | +32.3% | 0.001% | |
| 4/30/2025 | Principal Securities Inc. | 57,157 | $8.03M | 0.2% | +1.2% | 0.046% | |
| 4/30/2025 | Trek Financial LLC | 61,527 | $8.64M | 0.6% | +106.5% | 0.049% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 6,532 | $917K | 0.5% | +2.6% | 0.005% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 4,048 | $569K | 0.0% | +3.7% | 0.003% | |
| 4/30/2025 | M&T Bank Corp | 38,029 | $5.34M | 0.0% | +0.5% | 0.030% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 3,037 | $427K | 0.0% | -85.7% | 0.002% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 202,611 | $28.46M | 0.4% | +9.6% | 0.162% | |
| 4/30/2025 | Stratos Investment Management LLC | 4,870 | $684K | 0.0% | +3.8% | 0.004% | |
| 4/30/2025 | May Hill Capital LLC | 3,373 | $474K | 0.2% | N/A | 0.003% | |
| 4/30/2025 | Brown Advisory Inc. | 24,466 | $3.44M | 0.0% | +54.3% | 0.020% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 84,623 | $11.89M | 2.1% | +0.6% | 0.068% | |
| 4/30/2025 | Interchange Capital Partners LLC | 9,900 | $1.39M | 0.4% | +2.3% | 0.008% | |
| 4/30/2025 | Synergy Investment Management LLC | 17,081 | $2.40M | 1.0% | +30.4% | 0.014% | |
| 4/30/2025 | Gilliland Jeter Wealth Management LLC | 22,186 | $3.12M | 1.1% | -7.9% | 0.018% | |
| 4/30/2025 | Fullcircle Wealth LLC | 7,564 | $1.08M | 0.4% | +5.8% | 0.006% | |
| 4/29/2025 | Centennial Bank AR | 214 | $30K | 0.0% | -46.0% | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 28,163 | $3.96M | 0.1% | -6.9% | 0.022% | |
| 4/29/2025 | Financial Counselors Inc. | 20,223 | $2.84M | 0.0% | +0.6% | 0.016% | |
| 4/29/2025 | TD Private Client Wealth LLC | 3,066 | $431K | 0.0% | +7.1% | 0.002% | |
| 4/29/2025 | Apex Wealth Management LLC | 2,170 | $305K | 0.3% | -59.2% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,121,577 | $1.42B | 0.5% | -0.7% | 8.081% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 915 | $129K | 0.0% | +12.3% | 0.001% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 4,850 | $681K | 0.3% | -11.1% | 0.004% | |
| 4/29/2025 | Bush Investment Group LLC | 8,362 | $1.17M | 0.9% | -0.9% | 0.007% | |
| 4/29/2025 | Forte Asset Management LLC | 34,400 | $4.83M | 2.4% | +16.7% | 0.027% | |
| 4/29/2025 | Jackson Wealth Management LLC | 51,515 | $7.24M | 0.9% | +2.2% | 0.041% | |
| 4/29/2025 | Summit Financial Consulting LLC | 36,761 | $5.16M | 4.8% | N/A | 0.029% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 12,000 | $1.69M | 0.1% | -20.5% | 0.010% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 26,832 | $3.77M | 0.1% | -49.9% | 0.021% | |
| 4/29/2025 | Simmons Bank | 40,723 | $5.72M | 0.4% | -0.9% | 0.033% | |
| 4/29/2025 | DT Investment Partners LLC | 22,678 | $3.19M | 0.3% | -5.0% | 0.018% | |
| 4/29/2025 | Bank of New York Mellon Corp | 376,895 | $52.93M | 0.0% | +9.1% | 0.301% | |
| 4/29/2025 | World Investment Advisors | 11,332 | $1.59M | 0.0% | -1.7% | 0.009% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 4,994 | $701K | 0.1% | -9.6% | 0.004% | |
| 4/29/2025 | Strategic Blueprint LLC | 79,572 | $11.18M | 0.6% | +2.9% | 0.064% | |
| 4/29/2025 | Brookstone Capital Management | 37,634 | $5.29M | 0.1% | -45.7% | 0.030% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 656,978 | $92.27M | 1.1% | -0.1% | 0.525% | |
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| 4/29/2025 | Silver Oak Securities Incorporated | 11,637 | $1.64M | 0.1% | +27.3% | 0.009% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 4,902 | $688K | 0.2% | -50.7% | 0.004% | |
| 4/28/2025 | D.A. Davidson & CO. | 10,889 | $1.53M | 0.0% | -43.9% | 0.009% | |
| 4/28/2025 | Mutual Advisors LLC | 36,122 | $5.14M | 0.1% | -4.7% | 0.029% | |
| 4/28/2025 | First Horizon Advisors Inc. | 92,067 | $12.93M | 0.4% | +1.8% | 0.074% | |
| 4/28/2025 | Latitude Advisors LLC | 5,979 | $840K | 0.5% | -15.0% | 0.005% | |
| 4/28/2025 | Private Trust Co. NA | 10,152 | $1.43M | 0.1% | -32.7% | 0.008% | |
| 4/28/2025 | Mainstream Capital Management LLC | 5,092 | $715K | 0.6% | +3.0% | 0.004% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 49,062 | $6.89M | 1.2% | +7.3% | 0.039% | |
| 4/28/2025 | Swmg LLC | 31,641 | $4.50M | 1.8% | +0.3% | 0.025% | |
