| 5/2/2025 | Retirement Planning Co of New England Inc. | 800 | $247K | 0.1% | N/A | 0.001% | |
| 5/2/2025 | Fortis Group Advisors LLC | 2,122 | $656K | 0.1% | -85.3% | 0.003% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 29,813 | $9.21M | 0.2% | +2.0% | 0.041% | |
| 5/2/2025 | Summit X LLC | 1,250 | $386K | 0.1% | +28.2% | 0.002% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 650 | $205K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Wealthfront Advisers LLC | 61,462 | $18.98M | 0.1% | +5.7% | 0.085% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 637 | $197K | 0.2% | -22.0% | 0.001% | |
| 5/2/2025 | BluePointe Capital Management LLC | 9,342 | $2.89M | 1.1% | +30.7% | 0.013% | |
| 5/2/2025 | Zeit Capital LLC | 57,233 | $17.68M | 13.6% | +3.7% | 0.079% | |
| 5/2/2025 | Apollon Financial LLC | 23,964 | $7.40M | 1.7% | -8.8% | 0.033% | |
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| 5/2/2025 | Apollon Wealth Management LLC | 2,245 | $693K | 0.0% | -25.8% | 0.003% | |
| 5/2/2025 | Sigma Planning Corp | 5,284 | $1.63M | 0.1% | -2.7% | 0.007% | |
| 5/2/2025 | Leelyn Smith LLC | 140,184 | $43.30M | 7.7% | +2.9% | 0.193% | |
| 5/1/2025 | Florida Financial Advisors LLC | 3,450 | $1.06M | 0.4% | +15.6% | 0.005% | |
| 5/1/2025 | BHK Investment Advisors LLC | 78,301 | $24.19M | 10.2% | -11.6% | 0.108% | |
| 5/1/2025 | CWM LLC | 3,050 | $942K | 0.0% | -3.4% | 0.004% | |
| 5/1/2025 | Hughes Financial Services LLC | 1,137 | $354K | 0.1% | N/A | 0.002% | |
| 5/1/2025 | Oxbow Advisors LLC | 3,920 | $1.21M | 0.1% | -26.1% | 0.005% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 279 | $86K | 0.0% | +86.0% | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 35,556 | $10.98M | 0.2% | -0.9% | 0.049% | |
| 5/1/2025 | Platform Technology Partners | 1,407 | $435K | 0.1% | +2.9% | 0.002% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 137 | $42K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Ballentine Partners LLC | 9,241 | $2.85M | 0.0% | -1.8% | 0.013% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 1,490 | $460K | 0.1% | +4.6% | 0.002% | |
| 5/1/2025 | Focused Wealth Management Inc | 35,147 | $10.86M | 1.5% | -2.9% | 0.048% | |
| 5/1/2025 | Forum Private Client Group LLC | 10,156 | $3.14M | 1.4% | -1.4% | 0.014% | |
| 5/1/2025 | IFC Advisors LLC | 210,368 | $64.98M | 13.6% | +25.0% | 0.289% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 8,991 | $2.78M | 0.6% | +8.5% | 0.012% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 6,267 | $1.94M | 1.7% | -1.3% | 0.009% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 28,776 | $8.89M | 7.6% | +8.0% | 0.040% | |
| 4/30/2025 | Sharkey Howes & Javer | 11,213 | $3.46M | 0.5% | -34.9% | 0.015% | |
| 4/30/2025 | Cerity Partners LLC | 417,948 | $129.10M | 0.3% | +5.9% | 0.575% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 357 | $110K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | POM Investment Strategies LLC | 318 | $98K | 0.1% | -99.1% | 0.000% | |
| 4/30/2025 | Leavell Investment Management Inc. | 119,371 | $36.87M | 1.8% | +3.1% | 0.164% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 1,402 | $433K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Banque Pictet & Cie SA | 1,854 | $573K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,095 | $1.57M | 0.0% | -6.7% | 0.007% | |
| 4/30/2025 | Principal Securities Inc. | 2,247 | $694K | 0.0% | +4.7% | 0.003% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 8,861 | $2.74M | 1.0% | +16.2% | 0.012% | |
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| 4/30/2025 | Stratos Wealth Advisors LLC | 785 | $242K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,656 | $4.22M | 0.1% | +1.5% | 0.019% | |
| 4/30/2025 | Stratos Investment Management LLC | 41,620 | $12.86M | 0.7% | +32.6% | 0.057% | |
| 4/30/2025 | Black Diamond Financial LLC | 169,455 | $52.34M | 7.9% | +3.1% | 0.233% | |
| 4/30/2025 | Brown Advisory Inc. | 4,601 | $1.42M | 0.0% | +7.3% | 0.006% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 11,487 | $3.55M | 0.2% | -2.7% | 0.016% | |
| 4/30/2025 | Synergy Investment Management LLC | 1,978 | $611K | 0.3% | -8.0% | 0.003% | |
| 4/29/2025 | Financial Counselors Inc. | 3,240 | $1.00M | 0.0% | -3.6% | 0.004% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 231 | $71K | 0.0% | +17.9% | 0.000% | |
| 4/29/2025 | TD Private Client Wealth LLC | 7,888 | $2.44M | 0.1% | +12.5% | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 693,226 | $214.12M | 0.1% | -1.8% | 0.953% | |
| 4/29/2025 | Penserra Capital Management LLC | 101,180 | $31.25M | 0.6% | +7.8% | 0.139% | |
| 4/29/2025 | Crew Capital Management Ltd. | 770 | $238K | 0.2% | N/A | 0.001% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 13,440 | $4.15M | 1.2% | -8.1% | 0.018% | |
| 4/29/2025 | Cloud Capital Management LLC | 1,186 | $366K | 0.3% | N/A | 0.002% | |
| 4/29/2025 | Capital Planning LLC | 35,621 | $11.00M | 3.1% | -1.1% | 0.049% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 64,466 | $19.91M | 0.5% | +52.8% | 0.089% | |
| 4/29/2025 | Wheelhouse Advisory Group LLC | 43,906 | $13.56M | 8.0% | +5.1% | 0.060% | |
| 4/29/2025 | DT Investment Partners LLC | 133 | $41K | 0.0% | -99.8% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 35,694 | $11.03M | 0.0% | -0.9% | 0.049% | |
| 4/29/2025 | World Investment Advisors | 9,224 | $2.85M | 0.1% | -10.4% | 0.013% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 2,664 | $823K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Strategic Blueprint LLC | 2,254 | $696K | 0.0% | +14.9% | 0.003% | |
| 4/29/2025 | Brookstone Capital Management | 13,387 | $4.14M | 0.1% | +5.0% | 0.018% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 1,039 | $321K | 0.0% | -54.8% | 0.001% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 16,231 | $5.01M | 0.5% | -13.0% | 0.022% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 10,506 | $3.25M | 0.2% | -35.6% | 0.014% | |
| 4/28/2025 | D.A. Davidson & CO. | 79,173 | $24.46M | 0.2% | +6.6% | 0.109% | |
| 4/28/2025 | Mutual Advisors LLC | 4,964 | $1.56M | 0.0% | +11.3% | 0.007% | |
| 4/28/2025 | Capstone Wealth Management Group LLC | 10,505 | $3.25M | 1.9% | -3.8% | 0.014% | |
| 4/28/2025 | First Horizon Advisors Inc. | 9,355 | $2.89M | 0.1% | -4.5% | 0.013% | |
| 4/28/2025 | Acute Investment Advisory LLC | 5,354 | $1.65M | 8.3% | -79.6% | 0.007% | |
| 4/28/2025 | Novem Group | 11,502 | $3.55M | 0.5% | +2.6% | 0.016% | |
| 4/28/2025 | Weaver Consulting Group | 2,993 | $925K | 0.3% | -6.4% | 0.004% | |
| 4/28/2025 | Arlington Trust Co LLC | 200 | $62K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | BCO Wealth Management LLC | 1,789 | $553K | 0.4% | -17.8% | 0.002% | |
| 4/28/2025 | Redmont Wealth Advisors LLC | 105 | $32K | 0.1% | N/A | 0.000% | |
| 4/28/2025 | Keybank National Association OH | 5,421 | $1.67M | 0.0% | -3.2% | 0.007% | |
| 4/28/2025 | Rossby Financial LCC | 213 | $67K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Von Berge Wealth Management Group LLC | 43,939 | $13.56M | 8.7% | +3.1% | 0.060% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 2,716 | $839K | 0.1% | +52.8% | 0.004% | |
| 4/28/2025 | Vontobel Holding Ltd. | 3,309 | $1.02M | 0.0% | -5.5% | 0.005% | |
| 4/25/2025 | Mather Group LLC. | 47,896 | $14.79M | 0.2% | -7.5% | 0.066% | |
| 4/25/2025 | Heritage Investment Group Inc. | 1,130 | $349K | 0.1% | -5.4% | 0.002% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 2,698 | $833K | 0.1% | +1.5% | 0.004% | |
| 4/25/2025 | MidAtlantic Capital Management Inc. | 5,649 | $1.75M | 1.4% | +1.9% | 0.008% | |
| 4/25/2025 | LifePlan Financial LLC | 4,520 | $1.40M | 1.2% | -4.5% | 0.006% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 17,139 | $5.47M | 0.2% | -54.5% | 0.024% | |
| 4/25/2025 | Buttonwood Financial Advisors Inc. | 2,062 | $637K | 0.3% | +3.6% | 0.003% | |
| 4/25/2025 | Crown Wealth Group LLC | 3,043 | $940K | 0.5% | -19.4% | 0.004% | |
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| 4/25/2025 | Avidian Wealth Enterprises LLC | 19,689 | $6.08M | 0.3% | -1.0% | 0.027% | |
| 4/25/2025 | Essex Financial Services Inc. | 2,696 | $833K | 0.1% | +22.3% | 0.004% | |
| 4/25/2025 | Amara Financial LLC. | 70,942 | $21.91M | 20.2% | +0.3% | 0.098% | |
| 4/25/2025 | Root Financial Partners LLC | 992 | $306K | 0.0% | N/A | 0.001% | |
| 4/25/2025 | Sovran Advisors LLC | 5,422 | $1.59M | 0.2% | -2.5% | 0.007% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 19,437 | $6.00M | 0.3% | +3.8% | 0.027% | |
| 4/25/2025 | Sicart Associates LLC | 15,730 | $4.86M | 1.7% | +52.0% | 0.022% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 30,106 | $9.30M | 0.0% | -26.5% | 0.041% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 50,530 | $15.59M | 0.0% | -26.5% | 0.069% | |
| 4/24/2025 | Money Concepts Capital Corp | 6,436 | $1.99M | 0.1% | +6.1% | 0.009% | |
