| 5/2/2025 | Kingsview Wealth Management LLC | 61,011 | $5.81M | 0.1% | -4.8% | 0.091% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 64,714 | $6.17M | 0.1% | +0.8% | 0.097% | |
| 5/2/2025 | Windsor Capital Management LLC | 50,169 | $4.78M | 1.5% | -2.5% | 0.075% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 5,550 | $529K | 0.5% | +13.4% | 0.008% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 18,416 | $1.76M | 0.0% | +5.7% | 0.028% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 2,613 | $249K | 0.0% | N/A | 0.004% | |
| 5/2/2025 | Larson Financial Group LLC | 34,132 | $3.25M | 0.2% | -5.4% | 0.051% | |
| 5/2/2025 | PAX Financial Group LLC | 5,484 | $523K | 0.1% | -14.1% | 0.008% | |
| 5/2/2025 | Pinkerton Retirement Specialists LLC | 3,336 | $318K | 0.0% | N/A | 0.005% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,594 | $152K | 0.0% | +9,862.5% | 0.002% | |
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| 5/2/2025 | Whittier Trust Co. | 13,282 | $1.27M | 0.0% | -2.5% | 0.020% | |
| 5/2/2025 | ESG Planning DBA Harper Investing | 96,252 | $9.17M | 6.1% | +15.9% | 0.144% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 21,489 | $2.05M | 0.1% | +5.6% | 0.032% | |
| 5/2/2025 | Apollon Financial LLC | 9,244 | $881K | 0.2% | +16.6% | 0.014% | |
| 5/2/2025 | Apollon Wealth Management LLC | 172,849 | $16.47M | 0.4% | +78.1% | 0.258% | |
| 5/2/2025 | Red Wave Investments LLC | 23,404 | $2.23M | 0.8% | -8.9% | 0.035% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 5,330 | $508K | 0.1% | +11.1% | 0.008% | |
| 5/2/2025 | Edgestream Partners L.P. | 15,768 | $1.50M | 0.1% | N/A | 0.024% | |
| 5/1/2025 | Prudent Man Advisors LLC | 12,000 | $1.14M | 0.4% | -3.7% | 0.018% | |
| 5/1/2025 | CWM LLC | 2,200 | $210K | 0.0% | +12.6% | 0.003% | |
| 5/1/2025 | Stephens Inc. AR | 17,983 | $1.71M | 0.0% | +16.6% | 0.027% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 7,117 | $678K | 0.1% | +2.7% | 0.011% | |
| 5/1/2025 | Realta Investment Advisors | 615 | $59K | 0.0% | +38.5% | 0.001% | |
| 5/1/2025 | Auour Investments LLC | 4,755 | $450K | 0.2% | -36.5% | 0.007% | |
| 5/1/2025 | Fifth Third Securities Inc. | 19,065 | $1.82M | 0.2% | +6.5% | 0.029% | |
| 5/1/2025 | Park Square Financial Group LLC | 17,728 | $1.69M | 1.3% | -20.2% | 0.027% | |
| 5/1/2025 | Diversify Wealth Management LLC | 15,995 | $1.52M | 0.1% | -25.3% | 0.024% | |
| 4/30/2025 | Joseph Group Capital Management | 852 | $81K | 0.0% | -13.3% | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 20,005 | $1.91M | 0.0% | -17.2% | 0.030% | |
| 4/30/2025 | Phillips Financial Management LLC | 22,298 | $2.13M | 0.2% | -1.2% | 0.033% | |
| 4/30/2025 | Allworth Financial LP | 2,042 | $194K | 0.0% | -24.1% | 0.003% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 63,425 | $6.04M | 0.2% | -1.4% | 0.095% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 4,508 | $430K | 0.1% | -13.1% | 0.007% | |
| 4/30/2025 | Personal CFO Solutions LLC | 17,457 | $1.66M | 0.3% | +4.7% | 0.026% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,866 | $750K | 0.0% | -88.2% | 0.012% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 6,506 | $620K | 0.0% | N/A | 0.010% | |
| 4/30/2025 | Sharper & Granite LLC | 6,261 | $597K | 0.2% | -6.5% | 0.009% | |
| 4/30/2025 | Jessup Wealth Management Inc | 115,053 | $10.97M | 4.5% | +1.9% | 0.172% | |
| 4/30/2025 | Washington Trust Bank | 9,052 | $863K | 0.1% | -5.2% | 0.014% | |
| 4/29/2025 | Financial Counselors Inc. | 3,903 | $372K | 0.0% | +15.6% | 0.006% | |
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| 4/29/2025 | Raleigh Capital Management Inc. | 7,979 | $760K | 0.3% | -82.3% | 0.012% | |
| 4/29/2025 | TD Private Client Wealth LLC | 5,258 | $501K | 0.0% | +71.1% | 0.008% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,913,038 | $277.61M | 0.1% | -7.0% | 4.356% | |
| 4/29/2025 | Crew Capital Management Ltd. | 2,476 | $236K | 0.2% | -19.6% | 0.004% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 19,317 | $1.84M | 0.0% | +21.2% | 0.029% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,410,162 | $134.39M | 0.0% | -6.9% | 2.109% | |
| 4/29/2025 | World Investment Advisors | 50,003 | $4.77M | 0.1% | +59.9% | 0.075% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 652 | $62K | 0.0% | +3,975.0% | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 31,144 | $2.97M | 0.0% | +7.4% | 0.047% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 2,990 | $285K | 0.0% | -15.3% | 0.004% | |
| 4/29/2025 | Calamos Advisors LLC | 12,665 | $1.21M | 0.0% | -2.3% | 0.019% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 241,291 | $23.00M | 1.2% | +23.6% | 0.361% | |
| 4/28/2025 | North Capital Inc. | 318 | $30K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 32,201 | $3.07M | 0.0% | +5.0% | 0.048% | |
| 4/28/2025 | Private Trust Co. NA | 5,243 | $500K | 0.1% | +3.3% | 0.008% | |
| 4/28/2025 | Redmont Wealth Advisors LLC | 1,497 | $143K | 0.3% | N/A | 0.002% | |
| 4/28/2025 | Harbour Trust & Investment Management Co | 25,050 | $2.39M | 0.3% | +0.6% | 0.037% | |
| 4/28/2025 | Rossby Financial LCC | 724 | $69K | 0.0% | -87.7% | 0.001% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 573,653 | $54.67M | 0.6% | -3.5% | 0.858% | |
| 4/28/2025 | BLB&B Advisors LLC | 410,043 | $39.08M | 2.0% | +10.5% | 0.613% | |
| 4/28/2025 | Vontobel Holding Ltd. | 60,908 | $5.81M | 0.0% | +1.6% | 0.091% | |
| 4/28/2025 | Rovin Capital UT ADV | 2,989 | $285K | 0.1% | -96.6% | 0.004% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 7,170 | $683K | 0.1% | -4.6% | 0.011% | |
| 4/25/2025 | Shilanski & Associates Inc. | 98,126 | $9.35M | 2.9% | +4.8% | 0.147% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 3,352 | $319K | 0.0% | -5.9% | 0.005% | |
| 4/25/2025 | Sovran Advisors LLC | 2,218 | $208K | 0.0% | -7.3% | 0.003% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 21,000 | $2.00M | 0.0% | -61.3% | 0.031% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 79,000 | $7.52M | 0.0% | +1.3% | 0.118% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 4,036 | $385K | 0.0% | -6.7% | 0.006% | |
| 4/24/2025 | Hibernia Wealth Partners LLC | 60,183 | $5.74M | 4.1% | +109.7% | 0.090% | |
| 4/23/2025 | TI Trust Inc. | 23,280 | $2.22M | 1.5% | +8.8% | 0.035% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 922 | $88K | 0.0% | +118.5% | 0.001% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 86,074 | $8.20M | 0.1% | -31.8% | 0.129% | |
| 4/23/2025 | Pure Financial Advisors LLC | 11,302 | $1.08M | 0.0% | -12.5% | 0.017% | |
| 4/23/2025 | Perigon Wealth Management LLC | 10,922 | $1.04M | 0.0% | -10.8% | 0.016% | |
| 4/23/2025 | Global Assets Advisory LLC | 4,643 | $440K | 0.1% | +18.0% | 0.007% | |
| 4/23/2025 | Strategic Investment Advisors MI | 6,768 | $645K | 0.1% | -39.3% | 0.010% | |
| 4/23/2025 | Symmetry Partners LLC | 97,039 | $9.25M | 1.3% | +7.0% | 0.145% | |
| 4/23/2025 | Balboa Wealth Partners | 2,580 | $246K | 0.1% | -75.8% | 0.004% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 2,249 | $214K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 8,970 | $855K | 0.0% | -3.0% | 0.013% | |
| 4/23/2025 | Continuum Advisory LLC | 656 | $63K | 0.0% | -57.0% | 0.001% | |
| 4/22/2025 | Hillcrest Wealth Advisors NY LLC | 7,848 | $748K | 0.4% | +1.6% | 0.012% | |
| 4/22/2025 | Nilsine Partners LLC | 28,357 | $2.70M | 0.3% | +19.9% | 0.042% | |
| 4/22/2025 | Aspire Private Capital LLC | 15,175 | $1.45M | 0.4% | -84.5% | 0.023% | |
| 4/22/2025 | Advisor Resource Council | 24,306 | $2.32M | 0.2% | N/A | 0.036% | |
| 4/21/2025 | DecisionMap Wealth Management LLC | 13,192 | $1.26M | 1.0% | -5.7% | 0.020% | |
| 4/21/2025 | United Advisor Group LLC | 4,796 | $457K | 0.1% | N/A | 0.007% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 209,133 | $19.93M | 0.1% | -56.3% | 0.313% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 4,093 | $390K | 0.1% | +24.4% | 0.006% | |
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| 4/21/2025 | Centennial Wealth Advisory LLC | 2,336 | $223K | 0.1% | -17.8% | 0.003% | |
| 4/21/2025 | BlueSky Wealth Advisors LLC | 29,608 | $2.82M | 0.4% | -3.5% | 0.044% | |
| 4/21/2025 | Roman Butler Fullerton & Co. | 3,636 | $339K | 0.1% | -8.3% | 0.005% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 3,612 | $344K | 0.1% | N/A | 0.005% | |
| 4/18/2025 | Global Trust Asset Management LLC | 4,408 | $420K | 0.3% | -56.2% | 0.007% | |
| 4/18/2025 | Edge Financial Advisors LLC | 4,926 | $469K | 0.3% | N/A | 0.007% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 8,176 | $779K | 0.0% | +287.3% | 0.012% | |
| 4/17/2025 | Inscription Capital LLC | 7,169 | $682K | 0.1% | N/A | 0.011% | |
| 4/17/2025 | Sowell Financial Services LLC | 17,938 | $1.71M | 0.1% | +9.0% | 0.027% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,725 | $546K | 0.0% | -65.4% | 0.009% | |
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