| 5/2/2025 | Fortis Group Advisors LLC | 165,435 | $15.31M | 3.0% | -42.8% | 0.282% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 19,349 | $1.79M | 0.3% | -15.5% | 0.033% | |
| 5/2/2025 | Theory Financial LLC | 11,349 | $1.05M | 0.4% | +1.9% | 0.019% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 7,914 | $732K | 0.7% | -3.8% | 0.014% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 2,632 | $244K | 0.1% | N/A | 0.004% | |
| 5/2/2025 | Sigma Planning Corp | 19,010 | $1.76M | 0.1% | +362.1% | 0.032% | |
| 5/1/2025 | Florida Financial Advisors LLC | 3,114 | $287K | 0.1% | N/A | 0.005% | |
| 5/1/2025 | CWM LLC | 1,313,198 | $121.51M | 0.5% | +201.9% | 2.241% | |
| 5/1/2025 | Cardinal Strategic Wealth Guidance | 43,781 | $4.05M | 1.3% | +18.0% | 0.075% | |
| 5/1/2025 | Stephens Inc. AR | 4,319 | $400K | 0.0% | N/A | 0.007% | |
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| 5/1/2025 | Realta Investment Advisors | 1,240 | $115K | 0.1% | +520.0% | 0.002% | |
| 5/1/2025 | Northwest Capital Management Inc | 14,853 | $1.37M | 0.6% | -1.5% | 0.025% | |
| 5/1/2025 | Berbice Capital Management LLC | 24,536 | $2.27M | 2.0% | +83.8% | 0.042% | |
| 5/1/2025 | Fifth Third Securities Inc. | 3,159 | $292K | 0.0% | -65.3% | 0.005% | |
| 5/1/2025 | Park Square Financial Group LLC | 1,135 | $105K | 0.1% | +50.5% | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 27,923 | $2.59M | 0.0% | -2.2% | 0.048% | |
| 4/30/2025 | Stonebrook Private Inc. | 51,739 | $4.79M | 1.2% | +1.5% | 0.088% | |
| 4/30/2025 | Leavell Investment Management Inc. | 12,244 | $1.13M | 0.1% | +31.6% | 0.021% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 59,976 | $5.55M | 0.1% | +34.0% | 0.102% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 5,086 | $471K | 0.3% | +28.0% | 0.009% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 16,620 | $1.54M | 0.0% | +65.1% | 0.028% | |
| 4/30/2025 | Brown Advisory Inc. | 10,122 | $937K | 0.0% | +56.1% | 0.017% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 63,541 | $5.88M | 1.1% | +4.9% | 0.108% | |
| 4/30/2025 | Synergy Investment Management LLC | 19,122 | $1.77M | 0.7% | +22.1% | 0.033% | |
| 4/30/2025 | Fullcircle Wealth LLC | 3,900 | $367K | 0.1% | -7.2% | 0.007% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 3,449 | $319K | 0.0% | -81.8% | 0.006% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 2,320 | $215K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,014,557 | $556.53M | 0.2% | +41.7% | 10.266% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 4,983 | $461K | 0.2% | +2.3% | 0.009% | |
| 4/29/2025 | Chilton Capital Management LLC | 641 | $59K | 0.0% | -33.7% | 0.001% | |
| 4/29/2025 | Bush Investment Group LLC | 9,899 | $916K | 0.7% | +4.0% | 0.017% | |
| 4/29/2025 | Jackson Wealth Management LLC | 23,749 | $2.20M | 0.3% | -2.4% | 0.041% | |
| 4/29/2025 | Sierra Ocean LLC | 73,744 | $6.82M | 5.4% | +6.7% | 0.126% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 127,349 | $11.78M | 0.3% | +1,462.0% | 0.217% | |
| 4/29/2025 | World Investment Advisors | 8,099 | $749K | 0.0% | +74.5% | 0.014% | |
| 4/29/2025 | SMART Wealth LLC | 2,375 | $220K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 9,850 | $925K | 0.0% | +51.5% | 0.017% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 5,486 | $506K | 0.0% | N/A | 0.009% | |
| 4/28/2025 | D.A. Davidson & CO. | 24,853 | $2.30M | 0.0% | +159.3% | 0.042% | |
| 4/28/2025 | Capstone Wealth Management Group LLC | 116,148 | $10.75M | 6.1% | +129.4% | 0.198% | |
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| 4/28/2025 | Able Wealth Management LLC | 68,370 | $6.33M | 3.4% | +31.4% | 0.117% | |
| 4/28/2025 | Smart Money Group LLC | 5,317 | $492K | 0.4% | -97.9% | 0.009% | |
| 4/28/2025 | Latitude Advisors LLC | 2,432 | $225K | 0.1% | N/A | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 5,098 | $472K | 0.0% | +79.4% | 0.009% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 62,083 | $5.75M | 1.0% | +2.8% | 0.106% | |
| 4/28/2025 | ArborFi Advisors LLC | 19,995 | $1.85M | 1.8% | +45.4% | 0.034% | |
| 4/28/2025 | Detalus Advisors LLC | 42,630 | $3.95M | 1.2% | +5.0% | 0.073% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 75,391 | $6.98M | 0.7% | +4.8% | 0.129% | |
| 4/25/2025 | Altus Wealth Group LLC | 127,133 | $11.76M | 5.5% | +248.8% | 0.217% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 3,934 | $371K | 0.0% | +33.8% | 0.007% | |
| 4/25/2025 | Hobbs Wealth Management LLC | 23,809 | $2.20M | 2.4% | +7.0% | 0.041% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 17,339 | $1.60M | 0.1% | -90.6% | 0.030% | |
| 4/25/2025 | Sovran Advisors LLC | 10,160 | $897K | 0.1% | +17.8% | 0.017% | |
| 4/25/2025 | TBH Global Asset Management LLC | 7,083 | $655K | 0.1% | -59.6% | 0.012% | |
| 4/25/2025 | WJ Wealth Management LLC | 88,679 | $8.21M | 2.9% | +54.8% | 0.151% | |
| 4/25/2025 | Colonial River Investments LLC | 52,460 | $4.85M | 2.7% | +81.2% | 0.090% | |
| 4/24/2025 | Surience Private Wealth LLC | 86,547 | $8.01M | 13.9% | N/A | 0.148% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 140,518 | $12.95M | 0.0% | N/A | 0.240% | |
| 4/24/2025 | Money Concepts Capital Corp | 798,446 | $73.88M | 5.5% | +30.6% | 1.363% | |
| 4/24/2025 | Family Investment Center Inc. | 407,197 | $37.68M | 9.2% | +30.8% | 0.695% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 4,549 | $421K | 0.1% | -45.2% | 0.008% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 5,772 | $534K | 0.2% | +7.5% | 0.010% | |
| 4/24/2025 | Primoris Wealth Advisors LLC | 55,871 | $5.17M | 4.0% | +1,702.3% | 0.095% | |
| 4/23/2025 | Goldstein Advisors LLC | 108,173 | $10.01M | 1.5% | +0.7% | 0.185% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 14,355 | $1.33M | 0.1% | +8.3% | 0.025% | |
| 4/23/2025 | Lifelong Wealth Advisors Inc. | 15,883 | $1.47M | 0.7% | +7.8% | 0.027% | |
| 4/23/2025 | TSA Wealth Managment LLC | 29,376 | $2.72M | 1.1% | -10.6% | 0.050% | |
| 4/23/2025 | Perigon Wealth Management LLC | 71,203 | $6.59M | 0.2% | +176.5% | 0.122% | |
| 4/23/2025 | Alpine Bank Wealth Management | 608,934 | $56.35M | 9.0% | N/A | 1.039% | |
| 4/23/2025 | Spire Wealth Management | 6,087 | $563K | 0.0% | +113.7% | 0.010% | |
| 4/23/2025 | Financial Enhancement Group LLC | 124,576 | $11.01M | 1.7% | N/A | 0.213% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 300 | $28K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Win Advisors Inc. | 28,681 | $2.65M | 1.4% | -72.7% | 0.049% | |
| 4/23/2025 | AIFG Consultants Ltd. | 33,749 | $3.12M | 5.1% | +2.2% | 0.058% | |
| 4/23/2025 | Clearview Wealth Advisors LLC | 5,771 | $534K | 0.4% | N/A | 0.010% | |
| 4/23/2025 | Professional Financial Advisors LLC | 47,454 | $4.39M | 1.1% | -1.4% | 0.081% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 20,126 | $1.86M | 0.0% | -26.3% | 0.034% | |
| 4/23/2025 | Continuum Advisory LLC | 528 | $49K | 0.0% | +41.2% | 0.001% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 39,048 | $3.61M | 1.8% | +0.5% | 0.067% | |
| 4/22/2025 | Centerpoint Advisory Group | 24,752 | $2.29M | 2.3% | +54.6% | 0.042% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 523,849 | $48.47M | 0.2% | +22.6% | 0.894% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 52,564 | $4.52M | 1.9% | +39.0% | 0.090% | |
| 4/22/2025 | EWA LLC | 59,028 | $5.46M | 2.0% | +8.0% | 0.101% | |
| 4/22/2025 | Synergy Asset Management LLC | 5,310 | $491K | 0.1% | -56.2% | 0.009% | |
| 4/22/2025 | Cyr Financial Inc. | 9,738 | $901K | 0.9% | -5.3% | 0.017% | |
| 4/22/2025 | Merkkuri Wealth Advisors LLC | 4,583 | $424K | 0.4% | +9.7% | 0.008% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 29,681 | $2.75M | 1.6% | N/A | 0.051% | |
| 4/22/2025 | Spectrum Planning & Advisory Services Inc. | 21,572 | $2.00M | 1.7% | +36.7% | 0.037% | |
| 4/22/2025 | World Equity Group Inc. | 8,542 | $790K | 0.2% | -36.9% | 0.015% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 3,273 | $303K | 0.2% | -44.9% | 0.006% | |
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| 4/21/2025 | United Advisor Group LLC | 3,090 | $286K | 0.1% | N/A | 0.005% | |
| 4/21/2025 | ORG Wealth Partners LLC | 430 | $40K | 0.0% | N/A | 0.001% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 155,483 | $14.39M | 0.1% | +44.3% | 0.265% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 68,251 | $6.32M | 2.3% | +49.8% | 0.116% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 14,394 | $1.33M | 0.1% | +31.5% | 0.025% | |
| 4/18/2025 | Lion Street Advisors LLC | 3,486 | $323K | 0.1% | +41.0% | 0.006% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 10,583 | $979K | 0.1% | N/A | 0.018% | |
| 4/18/2025 | Financial Freedom LLC | 1,433 | $133K | 0.1% | N/A | 0.002% | |
| 4/17/2025 | Smith Shellnut Wilson LLC ADV | 3,886 | $360K | 0.2% | N/A | 0.007% | |
| 4/17/2025 | Vicus Capital | 70,782 | $6.55M | 0.6% | +54.3% | 0.121% | |
