| 5/2/2025 | KM Capital Management Ltd. | 4,886 | $324K | 0.2% | +8.2% | 0.003% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 89,855 | $5.96M | 0.1% | +69.0% | 0.049% | |
| 5/2/2025 | Concord Wealth Partners | 111,434 | $7.39M | 1.2% | -4.6% | 0.060% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 209,165 | $13.88M | 6.6% | +5.4% | 0.114% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 14,622 | $970K | 0.0% | +71.4% | 0.008% | |
| 5/2/2025 | Larson Financial Group LLC | 3,824 | $254K | 0.0% | -9.5% | 0.002% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 141,283 | $9.37M | 0.7% | -2.8% | 0.077% | |
| 5/2/2025 | PAX Financial Group LLC | 27,457 | $1.82M | 0.3% | N/A | 0.015% | |
| 5/2/2025 | First Command Advisory Services Inc. | 1,407,120 | $93.35M | 0.9% | -88.7% | 0.764% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 90,201 | $5.98M | 1.6% | +48.8% | 0.049% | |
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| 5/2/2025 | Apollon Financial LLC | 18,182 | $1.21M | 0.3% | -7.6% | 0.010% | |
| 5/2/2025 | Apollon Wealth Management LLC | 4,988 | $331K | 0.0% | N/A | 0.003% | |
| 5/2/2025 | Bogart Wealth LLC | 809 | $54K | 0.0% | +60.5% | 0.000% | |
| 5/2/2025 | Sigma Planning Corp | 21,263 | $1.41M | 0.0% | +15.3% | 0.012% | |
| 5/1/2025 | Key Financial Inc | 12,248 | $813K | 0.2% | +5.5% | 0.007% | |
| 5/1/2025 | CWM LLC | 15,635 | $1.04M | 0.0% | +225.1% | 0.008% | |
| 5/1/2025 | Platform Technology Partners | 12,227 | $811K | 0.2% | +95.6% | 0.007% | |
| 5/1/2025 | Curtis Advisory Group LLC | 30,355 | $2.01M | 0.6% | +20.1% | 0.016% | |
| 5/1/2025 | Nikulski Financial Inc. | 151,381 | $10.04M | 3.0% | +0.7% | 0.082% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 67,648 | $4.49M | 3.0% | +9.0% | 0.037% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 5,551 | $368K | 0.1% | +2.8% | 0.003% | |
| 5/1/2025 | Diversify Wealth Management LLC | 4,006 | $264K | 0.0% | N/A | 0.002% | |
| 5/1/2025 | WESPAC Advisors LLC | 13,216 | $877K | 0.7% | +2.9% | 0.007% | |
| 4/30/2025 | Seamount Financial Group Inc. | 13,898 | $922K | 0.6% | -3.2% | 0.008% | |
| 4/30/2025 | Joseph Group Capital Management | 1,609 | $107K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 61,369 | $4.07M | 0.0% | -2.9% | 0.033% | |
| 4/30/2025 | Allworth Financial LP | 115,990 | $7.53M | 0.0% | -3.1% | 0.063% | |
| 4/30/2025 | Leavell Investment Management Inc. | 26,991 | $1.79M | 0.1% | +19.1% | 0.015% | |
| 4/30/2025 | Trek Financial LLC | 5,677 | $377K | 0.0% | +3.1% | 0.003% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 4,805 | $319K | 0.0% | -18.6% | 0.003% | |
| 4/30/2025 | Ridgeline Wealth Planning LLC | 10,744 | $713K | 0.7% | -10.9% | 0.006% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 15,581 | $1.03M | 0.1% | -3.0% | 0.008% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 706,127 | $46.84M | 0.7% | +74.5% | 0.383% | |
| 4/30/2025 | Liberty One Investment Management LLC | 116,083 | $7.70M | 0.8% | -0.5% | 0.063% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 39,176 | $2.60M | 0.1% | -2.9% | 0.021% | |
| 4/30/2025 | Family Capital Management Inc. | 13,300 | $882K | 0.5% | +266.4% | 0.007% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 9,747 | $646K | 0.0% | N/A | 0.005% | |
| 4/30/2025 | Synergy Investment Management LLC | 122,121 | $8.10M | 3.4% | +29.0% | 0.066% | |
| 4/29/2025 | Financial Counselors Inc. | 5,072 | $336K | 0.0% | -9.0% | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,306,250 | $86.66M | 0.0% | -89.3% | 0.709% | |
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| 4/29/2025 | Crew Capital Management Ltd. | 10,290 | $683K | 0.6% | +73.6% | 0.006% | |
| 4/29/2025 | Jackson Wealth Management LLC | 147,754 | $9.80M | 1.2% | +2.2% | 0.080% | |
| 4/29/2025 | Sierra Ocean LLC | 172,767 | $11.46M | 9.0% | +7.5% | 0.094% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 82,107 | $5.45M | 1.6% | +1.9% | 0.045% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 71,885 | $4.77M | 0.1% | +31.4% | 0.039% | |
| 4/29/2025 | HM Payson & Co. | 18,717 | $1.24M | 0.0% | -14.1% | 0.010% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,594,265 | $172.10M | 0.0% | +37.0% | 1.408% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 377 | $25K | 0.0% | -94.9% | 0.000% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 30,832 | $2.03M | 0.2% | +91.3% | 0.017% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 53,459 | $3.55M | 0.5% | +19.8% | 0.029% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 3,167 | $210K | 0.0% | -66.2% | 0.002% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 544,993 | $36.16M | 10.0% | -2.8% | 0.296% | |
| 4/28/2025 | Weaver Consulting Group | 24,651 | $1.64M | 0.5% | +3.7% | 0.013% | |
| 4/28/2025 | Private Trust Co. NA | 35,938 | $2.38M | 0.2% | -6.4% | 0.020% | |
| 4/28/2025 | Arlington Trust Co LLC | 550 | $36K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Keybank National Association OH | 44,609 | $2.96M | 0.0% | -11.6% | 0.024% | |
| 4/28/2025 | DAVENPORT & Co LLC | 22,665 | $1.50M | 0.0% | +128.2% | 0.012% | |
| 4/28/2025 | Summit Trail Advisors LLC | 6,435 | $427K | 0.0% | +114.5% | 0.003% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 93,102 | $6.18M | 0.6% | +5.9% | 0.051% | |
| 4/28/2025 | Sterling Group Wealth Management LLC | 398,055 | $26.41M | 14.2% | +0.7% | 0.216% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 29,221 | $1.87M | 0.6% | +502.1% | 0.016% | |
| 4/28/2025 | Salomon & Ludwin LLC | 738 | $49K | 0.0% | -54.0% | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 82,455 | $5.48M | 0.2% | +21.6% | 0.045% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 9,034 | $599K | 0.0% | +4.1% | 0.005% | |
| 4/25/2025 | Essex Financial Services Inc. | 108,167 | $7.18M | 0.5% | +6.8% | 0.059% | |
| 4/25/2025 | Meridian Financial LLC | 25,524 | $1.69M | 1.2% | +3.8% | 0.014% | |
| 4/25/2025 | Sovran Advisors LLC | 21,931 | $1.38M | 0.2% | +56.9% | 0.012% | |
| 4/25/2025 | Convergence Financial LLC | 57,146 | $3.79M | 0.7% | -0.7% | 0.031% | |
| 4/25/2025 | Little House Capital LLC | 7,470 | $496K | 0.1% | N/A | 0.004% | |
| 4/24/2025 | Golden State Wealth Management LLC | 527 | $35K | 0.0% | +612.2% | 0.000% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 12,035 | $798K | 0.1% | -14.8% | 0.007% | |
| 4/24/2025 | Tsfg LLC | 232,271 | $15.41M | 3.2% | +10.7% | 0.126% | |
| 4/24/2025 | Money Concepts Capital Corp | 37,731 | $2.50M | 0.2% | +10.6% | 0.020% | |
| 4/24/2025 | Family Investment Center Inc. | 601,240 | $39.89M | 9.7% | +15.1% | 0.326% | |
| 4/24/2025 | Hibernia Wealth Partners LLC | 5,708 | $379K | 0.3% | -40.8% | 0.003% | |
| 4/23/2025 | KPP Advisory Services LLC | 65,966 | $4.38M | 0.8% | -31.3% | 0.036% | |
| 4/23/2025 | Western Wealth Management LLC | 63,619 | $4.22M | 0.3% | +0.8% | 0.035% | |
| 4/23/2025 | Wealth Management Resources Inc. | 512,389 | $33.99M | 12.3% | +2.0% | 0.278% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 302,153 | $20.05M | 1.6% | +20.6% | 0.164% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 8,463 | $561K | 0.0% | +2.5% | 0.005% | |
| 4/23/2025 | Perigon Wealth Management LLC | 13,031 | $864K | 0.0% | +114.5% | 0.007% | |
| 4/23/2025 | Alpine Bank Wealth Management | 1,103,996 | $73.24M | 11.8% | N/A | 0.599% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 918 | $61K | 0.0% | -26.3% | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,054 | $70K | 0.0% | +1,324.3% | 0.001% | |
| 4/23/2025 | Strategic Investment Advisors MI | 9,706 | $644K | 0.1% | -7.4% | 0.005% | |
| 4/23/2025 | International Assets Investment Management LLC | 24,787 | $1.64M | 0.0% | -10.0% | 0.013% | |
| 4/23/2025 | Win Advisors Inc. | 141,512 | $9.39M | 4.8% | N/A | 0.077% | |
| 4/23/2025 | WoodTrust Financial Corp | 5,699 | $378K | 0.1% | +5.1% | 0.003% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 34,593 | $2.30M | 0.4% | -3.2% | 0.019% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 31,574 | $2.10M | 0.1% | +1.8% | 0.017% | |
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| 4/23/2025 | SC&H Financial Advisors Inc. | 3,015 | $200K | 0.0% | -25.2% | 0.002% | |
| 4/23/2025 | Eagle Strategies LLC | 194,876 | $12.93M | 2.2% | -7.4% | 0.106% | |
| 4/23/2025 | Goelzer Investment Management Inc. | 7,566 | $507K | 0.0% | -19.3% | 0.004% | |
| 4/23/2025 | Crewe Advisors LLC | 718 | $48K | 0.0% | +697.8% | 0.000% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 95,301 | $6.32M | 3.2% | -2.1% | 0.052% | |
| 4/22/2025 | Consolidated Planning Corp | 157,416 | $10.44M | 1.4% | +56.1% | 0.085% | |
| 4/22/2025 | Runnymede Capital Advisors Inc. | 5,376 | $357K | 0.3% | -3.6% | 0.003% | |
| 4/22/2025 | Centerpoint Advisory Group | 9,149 | $607K | 0.6% | N/A | 0.005% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 67,917 | $4.51M | 0.2% | +0.4% | 0.037% | |
| 4/22/2025 | Pennsylvania Capital Management Inc. ADV | 4,173 | $277K | 0.1% | +35.8% | 0.002% | |
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