| 5/2/2025 | Bailard Inc. | 1,433,078 | $64.78M | 1.7% | -2.8% | 1.231% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 18,200 | $823K | 0.1% | +40.8% | 0.016% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 8,746 | $395K | 0.1% | +41.7% | 0.008% | |
| 5/2/2025 | Allen Capital Group LLC | 200,227 | $9.05M | 1.0% | +5.4% | 0.172% | |
| 5/2/2025 | James Investment Research Inc. | 11,401 | $515K | 0.1% | +11.0% | 0.010% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 258,108 | $11.67M | 2.5% | +128.4% | 0.222% | |
| 5/2/2025 | Parcion Private Wealth LLC | 740,716 | $33.48M | 2.7% | +4.1% | 0.636% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 348,170 | $15.74M | 1.2% | +22.2% | 0.299% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 38,752 | $1.75M | 0.5% | -40.0% | 0.033% | |
| 5/2/2025 | Leo Wealth LLC | 143,077 | $6.47M | 0.9% | -59.8% | 0.123% | |
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| 5/2/2025 | Apollon Wealth Management LLC | 122,557 | $5.54M | 0.1% | +1.7% | 0.105% | |
| 5/1/2025 | FDx Advisors Inc. | 33,272 | $1.50M | 0.5% | -6.7% | 0.029% | |
| 4/30/2025 | Cerity Partners LLC | 8,410 | $380K | 0.0% | N/A | 0.007% | |
| 4/30/2025 | Banque Pictet & Cie SA | 30,357 | $1.37M | 0.0% | +4.9% | 0.026% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 16,599 | $750K | 0.5% | +16.8% | 0.014% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 10,306 | $466K | 0.0% | N/A | 0.009% | |
| 4/29/2025 | Richard Bernstein Advisors LLC | 9,574,094 | $432.75M | 10.5% | -1.1% | 8.222% | |
| 4/29/2025 | Capital Advisors Inc. OK | 1,078,122 | $48.73M | 1.0% | +0.1% | 0.926% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,070,071 | $93.57M | 0.0% | +10.4% | 1.778% | |
| 4/29/2025 | Bank of New York Mellon Corp | 935,928 | $42.30M | 0.0% | -1.0% | 0.804% | |
| 4/29/2025 | Brookstone Capital Management | 311,827 | $14.10M | 0.2% | -6.2% | 0.268% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 311,312 | $14.07M | 0.8% | +3.8% | 0.267% | |
| 4/28/2025 | Mutual Advisors LLC | 14,171 | $635K | 0.0% | N/A | 0.012% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 6,126 | $277K | 0.0% | N/A | 0.005% | |
| 4/28/2025 | Pictet North America Advisors SA | 189,758 | $8.58M | 0.9% | -26.4% | 0.163% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 23,562 | $1.07M | 0.1% | +1.9% | 0.020% | |
| 4/28/2025 | Lincoln Capital Corp | 138,981 | $6.28M | 2.6% | +3.2% | 0.119% | |
| 4/25/2025 | Saxon Interests Inc. | 6,020 | $272K | 0.1% | -18.7% | 0.005% | |
| 4/25/2025 | Albion Financial Group UT | 565,311 | $25.55M | 1.8% | +4.3% | 0.485% | |
| 4/25/2025 | Sovran Advisors LLC | 40,575 | $1.80M | 0.2% | N/A | 0.035% | |
| 4/24/2025 | Patron Partners LLC | 27,040 | $1.22M | 0.7% | -10.2% | 0.023% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 59,000 | $2.66M | 0.0% | +7.5% | 0.051% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 141,505 | $6.40M | 0.5% | +0.3% | 0.122% | |
| 4/23/2025 | Financial Enhancement Group LLC | 483,782 | $21.38M | 3.3% | -4.8% | 0.415% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 206,358 | $9.33M | 4.5% | +47.5% | 0.177% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 130,327 | $5.89M | 0.5% | N/A | 0.112% | |
| 4/23/2025 | AIFG Consultants Ltd. | 16,254 | $735K | 1.2% | +124.8% | 0.014% | |
| 4/23/2025 | Goelzer Investment Management Inc. | 299,634 | $13.24M | 0.8% | -0.1% | 0.257% | |
| 4/23/2025 | Valmark Advisers Inc. | 7,097 | $321K | 0.0% | -3.7% | 0.006% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 272,775 | $12.33M | 0.0% | +0.9% | 0.234% | |
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| 4/22/2025 | Advisor Resource Council | 20,130 | $910K | 0.1% | N/A | 0.017% | |
| 4/21/2025 | Blue Trust Inc. | 25,650 | $1.16M | 0.0% | +155.9% | 0.022% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 200,450 | $9.06M | 0.0% | +11.6% | 0.172% | |
| 4/18/2025 | Seed Wealth Management Inc. | 139,573 | $6.31M | 5.1% | +7.7% | 0.120% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 248,944 | $11.25M | 0.0% | +4.0% | 0.214% | |
| 4/17/2025 | Acropolis Investment Management LLC | 47,755 | $2.16M | 0.1% | -3.5% | 0.041% | |
| 4/17/2025 | Good Life Advisors LLC | 30,795 | $1.39M | 0.1% | -12.0% | 0.026% | |
| 4/17/2025 | North Star Investment Management Corp. | 3,425 | $155K | 0.0% | -11.2% | 0.003% | |
| 4/17/2025 | Asio Capital LLC | 249,656 | $11.28M | 2.2% | +18.1% | 0.214% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 71,832 | $3.25M | 0.0% | -5.2% | 0.062% | |
| 4/15/2025 | Arvest Investments Inc. | 642,287 | $29.03M | 4.6% | +2.0% | 0.552% | |
| 4/15/2025 | Transform Wealth LLC | 334,255 | $15.11M | 0.9% | +9.9% | 0.287% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 704,669 | $31.85M | 4.3% | N/A | 0.605% | |
| 4/15/2025 | Atwood & Palmer Inc. | 24,030 | $1.09M | 0.1% | -4.5% | 0.021% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 1,212,305 | $54.80M | 2.3% | +288.4% | 1.041% | |
| 4/14/2025 | Farther Finance Advisors LLC | 26,269 | $1.19M | 0.0% | -10.0% | 0.023% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 90,145 | $4.08M | 0.6% | -3.4% | 0.077% | |
| 4/11/2025 | Towneley Capital Management Inc DE | 447,911 | $20.25M | 4.7% | +3.5% | 0.395% | |
| 4/11/2025 | Impact Capital Partners LLC | 15,337 | $693K | 0.3% | +4.0% | 0.014% | |
| 4/11/2025 | Ehrlich Financial Group | 42,547 | $1.92M | 1.4% | -0.8% | 0.037% | |
| 4/11/2025 | Northwest Financial Advisors | 51,872 | $2.35M | 1.9% | +21.1% | 0.046% | |
| 4/10/2025 | Breakwater Capital Group | 15,006 | $678K | 0.1% | -64.5% | 0.013% | |
| 4/10/2025 | KWB Wealth | 91,954 | $4.06M | 0.5% | +22.3% | 0.081% | |
| 4/10/2025 | Secure Asset Management LLC | 221,058 | $9.99M | 2.0% | +68.6% | 0.195% | |
| 4/10/2025 | CGN Advisors LLC | 749,839 | $33.89M | 3.3% | +2.3% | 0.661% | |
| 4/9/2025 | Merit Financial Group LLC | 68,563 | $3.10M | 0.0% | -73.4% | 0.060% | |
| 4/9/2025 | Paladin Wealth LLC | 84,134 | $3.80M | 3.4% | +22.8% | 0.074% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 51,172 | $2.31M | 0.2% | -10.2% | 0.045% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 496,248 | $22.43M | 3.1% | +24.4% | 0.437% | |
| 4/9/2025 | Gradient Investments LLC | 1,989,708 | $89.94M | 1.8% | +28.8% | 1.753% | |
| 4/9/2025 | Divergent Planning LLC | 777,355 | $35.28M | 11.7% | +5.0% | 0.685% | |
| 4/9/2025 | NBC Securities Inc. | 749 | $33K | 0.0% | N/A | 0.001% | |
| 4/9/2025 | Advance Capital Management Inc. | 654,308 | $29.58M | 1.4% | +78.8% | 0.577% | |
| 4/8/2025 | Presidio Capital Management LLC | 8,840 | $400K | 0.2% | -42.1% | 0.008% | |
| 4/8/2025 | IVC Wealth Advisors LLC | 29,047 | $1.31M | 0.7% | +218.9% | 0.026% | |
| 4/8/2025 | Parallel Advisors LLC | 1,200,559 | $54.27M | 1.2% | +98.7% | 1.058% | |
| 4/4/2025 | Webster Bank N. A. | 790 | $36K | 0.0% | N/A | 0.001% | |
| 4/4/2025 | Legacy Private Trust Co. | 489,196 | $22.11M | 1.5% | -0.8% | 0.431% | |
| 4/2/2025 | Marcum Wealth LLC | 74,065 | $3.35M | 0.3% | +1.2% | 0.065% | |
| 3/24/2025 | Fire Capital Management LLC | 11,380 | $503K | 0.4% | N/A | 0.010% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 75,765 | $3.35M | 0.0% | N/A | 0.068% | |
| 3/10/2025 | Mattson Financial Services LLC | 24,294 | $1.13M | 0.4% | -4.0% | 0.022% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 14,454 | $639K | 0.0% | +8.8% | 0.013% | |
| 2/19/2025 | Richmond Investment Services LLC | 13,026 | $576K | 0.3% | N/A | 0.012% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 25,652 | $1.13M | 0.1% | -59.7% | 0.023% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 139,945 | $6.18M | 3.2% | N/A | 0.156% | |
| 2/17/2025 | Waverly Advisors LLC | 41,658 | $1.84M | 0.0% | +12.2% | 0.046% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 25,194 | $1.11M | 0.2% | -12.1% | 0.028% | |
| 2/17/2025 | Sentinus LLC | 66,710 | $2.95M | 0.9% | +5.2% | 0.074% | |
| 2/17/2025 | Shepherd Kaplan Krochuk LLC | 72,240 | $3.19M | 2.7% | -4.2% | 0.080% | |
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| 2/17/2025 | Royal Bank of Canada | 923,596 | $40.81M | 0.0% | -3.9% | 1.027% | |
| 2/17/2025 | Minot DeBlois Advisors LLC | 801 | $35K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | EPG Wealth Management LLC | 47,627 | $2.10M | 0.6% | -10.4% | 0.053% | |
| 2/17/2025 | CoreCap Advisors LLC | 8,031 | $355K | 0.0% | +18.7% | 0.009% | |
| 2/17/2025 | Cetera Investment Advisers | 368,528 | $16.28M | 0.0% | +8.3% | 0.410% | |
| 2/17/2025 | BOKF NA | 1,212 | $53K | 0.0% | -90.3% | 0.001% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 41,533 | $1.84M | 0.1% | N/A | 0.046% | |
| 2/17/2025 | Bank of America Corp DE | 15,801,763 | $698.12M | 0.1% | -3.1% | 17.567% | |
| 2/17/2025 | Ancora Advisors LLC | 93,659 | $4.14M | 0.1% | +84.0% | 0.104% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 80,256 | $3.55M | 3.7% | N/A | 0.089% | |
