| 5/2/2025 | Acas LLC | 4,668 | $345K | 0.3% | -8.8% | 0.015% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 24,559 | $1.89M | 0.0% | -2.2% | 0.081% | |
| 5/2/2025 | Bailard Inc. | 49,203 | $3.79M | 0.1% | -0.6% | 0.163% | |
| 5/2/2025 | Stevens Capital Partners | 21,919 | $1.69M | 0.8% | +20.9% | 0.073% | |
| 5/1/2025 | Florida Financial Advisors LLC | 23,576 | $1.75M | 0.7% | +64.6% | 0.078% | |
| 5/1/2025 | Asset Dedication LLC | 226,016 | $17.42M | 1.4% | -18.5% | 0.750% | |
| 5/1/2025 | CWM LLC | 142,507 | $10.98M | 0.0% | +6.9% | 0.473% | |
| 5/1/2025 | Omega Financial Group LLC | 19,848 | $1.53M | 0.6% | -4.8% | 0.066% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 23,114 | $1.70M | 0.2% | +2.4% | 0.077% | |
| 4/30/2025 | Allworth Financial LP | 13,844 | $1.02M | 0.0% | -5.1% | 0.046% | |
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| 4/30/2025 | Topsail Wealth Management LLC | 5,558 | $426K | 0.1% | +11.3% | 0.018% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 3,408 | $263K | 0.0% | +27.4% | 0.011% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 5,794 | $446K | 0.2% | +9.8% | 0.019% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 18,261 | $1.41M | 0.1% | -3.3% | 0.061% | |
| 4/30/2025 | NTV Asset Management LLC | 3,095 | $238K | 0.0% | -19.3% | 0.010% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 329,148 | $25.36M | 0.0% | +39.7% | 1.092% | |
| 4/29/2025 | Bank of New York Mellon Corp | 4,609 | $355K | 0.0% | -13.3% | 0.015% | |
| 4/29/2025 | Brookstone Capital Management | 30,110 | $2.32M | 0.0% | +53.6% | 0.100% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 412,142 | $31.76M | 1.1% | +21.8% | 1.367% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 12,622 | $968K | 0.1% | +21.2% | 0.042% | |
| 4/29/2025 | Courage Miller Partners LLC | 29,706 | $2.29M | 0.8% | +3.0% | 0.099% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 5,942 | $458K | 0.1% | -5.5% | 0.020% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 6,173 | $476K | 0.1% | +3.0% | 0.020% | |
| 4/28/2025 | Swmg LLC | 5,636 | $414K | 0.2% | -13.3% | 0.019% | |
| 4/28/2025 | Salomon & Ludwin LLC | 15,967 | $1.23M | 0.1% | +16.0% | 0.053% | |
| 4/28/2025 | ABLE Financial Group LLC | 2,637 | $203K | 0.1% | -26.3% | 0.009% | |
| 4/25/2025 | JNBA Financial Advisors | 117,815 | $9.08M | 0.9% | -7.0% | 0.391% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 32,384 | $2.50M | 0.3% | -7.7% | 0.107% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 42,885 | $3.30M | 0.3% | -4.9% | 0.142% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 399,512 | $30.78M | 3.1% | +4.9% | 1.325% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 51,684 | $3.98M | 3.5% | +2.1% | 0.171% | |
| 4/25/2025 | Convergence Financial LLC | 267,771 | $20.63M | 4.1% | +0.8% | 0.888% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 8,992 | $693K | 0.2% | -1.6% | 0.030% | |
| 4/23/2025 | SFG Wealth Management LLC. | 12,526 | $965K | 0.5% | N/A | 0.042% | |
| 4/23/2025 | KPP Advisory Services LLC | 7,654 | $590K | 0.1% | +5.4% | 0.025% | |
| 4/23/2025 | Western Wealth Management LLC | 4,629 | $357K | 0.0% | +73.7% | 0.015% | |
| 4/23/2025 | Pure Financial Advisors LLC | 16,674 | $1.29M | 0.0% | -3.5% | 0.055% | |
| 4/23/2025 | First Pacific Financial | 353,181 | $27.21M | 5.5% | +0.9% | 1.171% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 275,305 | $21.21M | 1.0% | +0.6% | 0.913% | |
| 4/22/2025 | Friday Financial | 4,922 | $385K | 0.2% | +3.5% | 0.016% | |
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| 4/22/2025 | Rodgers & Associates LTD | 216,093 | $16.65M | 2.0% | +2.3% | 0.717% | |
| 4/22/2025 | Sage Financial Group Inc. | 76,374 | $5.89M | 0.5% | -1.4% | 0.253% | |
| 4/22/2025 | Shum Financial Group Inc. | 24,928 | $1.92M | 1.7% | +4.4% | 0.083% | |
| 4/22/2025 | Tower View Wealth Management LLC | 970 | $75K | 0.0% | +542.4% | 0.003% | |
| 4/22/2025 | CCG Wealth Management LLC | 6,445 | $497K | 0.3% | +27.5% | 0.021% | |
| 4/21/2025 | Avior Wealth Management LLC | 201,976 | $15.56M | 0.6% | +0.5% | 0.670% | |
| 4/21/2025 | LongView Wealth Management | 5,209 | $401K | 0.1% | -23.1% | 0.017% | |
| 4/21/2025 | Brady Martz Wealth Solutions LLC | 19,758 | $1.52M | 0.3% | -11.3% | 0.066% | |
| 4/21/2025 | ERn Financial LLC | 210,160 | $16.19M | 2.6% | -0.8% | 0.697% | |
| 4/21/2025 | Montz Harcus Wealth Management LLC | 44,352 | $3.42M | 1.9% | +4.3% | 0.147% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 4,387 | $338K | 0.1% | -75.3% | 0.015% | |
| 4/21/2025 | HFG Advisors Inc. | 12,840 | $989K | 0.8% | -1.8% | 0.043% | |
| 4/21/2025 | CWA Asset Management Group LLC | 18,106 | $1.40M | 0.1% | N/A | 0.060% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 32,519 | $2.51M | 0.1% | +11.8% | 0.108% | |
| 4/18/2025 | Capital Wealth Management LLC | 81,071 | $6.25M | 2.6% | +16.3% | 0.269% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 7,247 | $558K | 0.0% | -5.4% | 0.024% | |
| 4/17/2025 | Good Life Advisors LLC | 10,448 | $805K | 0.1% | +1.4% | 0.035% | |
| 4/17/2025 | Motive Wealth Advisors | 2,912 | $224K | 0.1% | -9.2% | 0.010% | |
| 4/16/2025 | IAG Wealth Partners LLC | 57,701 | $4.45M | 0.7% | -2.0% | 0.191% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,519,657 | $194.14M | 0.4% | -63.2% | 8.357% | |
| 4/16/2025 | RTD Financial Advisors Inc. | 55,716 | $4.29M | 0.6% | -4.7% | 0.185% | |
| 4/16/2025 | Krilogy Financial LLC | 11,751 | $905K | 0.1% | -3.5% | 0.039% | |
| 4/16/2025 | Everhart Financial Group Inc. | 7,441 | $573K | 0.1% | +2.4% | 0.025% | |
| 4/16/2025 | May Barnhard Investments LLC | 74,261 | $5.72M | 2.9% | -6.3% | 0.246% | |
| 4/15/2025 | Total Wealth Planning LLC | 95,523 | $7.36M | 1.1% | -2.3% | 0.317% | |
| 4/15/2025 | Balanced Wealth Group LLC | 141,552 | $10.91M | 5.3% | -0.9% | 0.469% | |
| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 4,160 | $321K | 0.1% | -6.0% | 0.014% | |
| 4/15/2025 | Michael S. Ryan Inc. | 155,855 | $12.01M | 8.4% | -1.3% | 0.517% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 5,104 | $393K | 0.2% | +5.4% | 0.017% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 38,393 | $2.96M | 0.1% | +6.7% | 0.127% | |
| 4/15/2025 | Signet Financial Management LLC | 147,720 | $11.38M | 1.5% | -12.4% | 0.490% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 8,004 | $617K | 0.1% | N/A | 0.027% | |
| 4/14/2025 | Farther Finance Advisors LLC | 22,265 | $1.72M | 0.0% | +8.7% | 0.074% | |
| 4/14/2025 | IMC Chicago LLC | 18,260 | $1.41M | 0.0% | N/A | 0.061% | |
| 4/14/2025 | Portside Wealth Group LLC | 9,791 | $754K | 0.1% | +5.8% | 0.032% | |
| 4/14/2025 | Courier Capital LLC | 22,717 | $1.75M | 0.1% | +0.7% | 0.075% | |
| 4/14/2025 | Park Avenue Securities LLC | 21,223 | $1.64M | 0.0% | +78.0% | 0.070% | |
| 4/14/2025 | Barden Capital Management Inc. | 24,462 | $1.89M | 1.7% | +1.6% | 0.081% | |
| 4/14/2025 | Rockwood Wealth Management LLC | 2,782 | $214K | 0.0% | N/A | 0.009% | |
| 4/11/2025 | Insight Advisors LLC PA | 7,120 | $549K | 0.1% | +8.8% | 0.023% | |
| 4/10/2025 | Retirement Planning Group LLC | 3,243 | $250K | 0.0% | -23.8% | 0.010% | |
| 4/10/2025 | Diligent Investors LLC | 76,320 | $5.88M | 1.4% | -10.8% | 0.246% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 8,955 | $690K | 0.2% | -5.1% | 0.029% | |
| 4/10/2025 | KWB Wealth | 180,099 | $14.44M | 1.7% | -5.2% | 0.581% | |
| 4/10/2025 | HF Advisory Group LLC | 15,233 | $1.17M | 0.5% | +8.9% | 0.049% | |
| 4/10/2025 | Portside Wealth Group LLC | 9,254 | $742K | 0.1% | +9.1% | 0.030% | |
| 4/10/2025 | Rialto Wealth Management LLC | 34,041 | $2.62M | 0.8% | -3.0% | 0.110% | |
| 4/10/2025 | Smith Anglin Financial LLC | 20,066 | $1.55M | 0.2% | -4.5% | 0.065% | |
| 4/10/2025 | Juncture Wealth Strategies LLC | 20,470 | $1.58M | 0.6% | -3.6% | 0.066% | |
| 4/9/2025 | Merit Financial Group LLC | 25,297 | $1.95M | 0.0% | -55.4% | 0.082% | |
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| 4/9/2025 | Flagstar Advisors Inc. | 4,146 | $319K | 0.1% | +34.1% | 0.013% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 4,313 | $332K | 0.0% | -51.1% | 0.014% | |
| 4/9/2025 | Fiduciary Alliance LLC | 10,793 | $832K | 0.1% | +17.6% | 0.035% | |
| 4/8/2025 | Weinberger Asset Management Inc | 11,813 | $910K | 0.4% | -6.4% | 0.038% | |
| 4/3/2025 | Versant Capital Management Inc | 333 | $26K | 0.0% | N/A | 0.001% | |
| 4/3/2025 | Collective Family Office LLC | 18,495 | $1.43M | 0.4% | +12.2% | 0.060% | |
| 4/2/2025 | Waller Financial Planning Group Inc. | 52,612 | $4.05M | 1.1% | -25.6% | 0.170% | |
| 4/2/2025 | Marotta Asset Management | 58,408 | $4.64M | 1.0% | +5.7% | 0.188% | |
| 4/1/2025 | Confluence Investment Management LLC | 243,860 | $18.79M | 0.3% | -3.2% | 0.787% | |
| 3/27/2025 | Milestone Asset Management Group LLC | 10,090 | $809K | 0.7% | N/A | 0.033% | |
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