| 5/20/2025 | Anchor Investment Management LLC | 9,713 | $396K | 0.0% | -4.0% | 0.004% | |
| 5/20/2025 | Glenview Trust co | 5,017 | $204K | 0.0% | +8.8% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 137,604 | $5.61M | 0.0% | -35.8% | 0.051% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 320,182 | $13.05M | 0.2% | -33.4% | 0.119% | |
| 5/16/2025 | Alexis Investment Partners LLC | 7,226 | $295K | 0.1% | +7.9% | 0.003% | |
| 5/15/2025 | Betterment LLC | 16,131,496 | $657.52M | 1.6% | -0.2% | 6.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 116,394 | $4.74M | 0.0% | -11.7% | 0.043% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,614,291 | $65.80M | 9.9% | +6.8% | 0.601% | |
| 5/15/2025 | Oarsman Capital Inc. | 345,589 | $14.09M | 2.5% | +14.9% | 0.129% | |
| 5/14/2025 | SVB Wealth LLC | 2,399 | $98K | 0.0% | -51.5% | 0.001% | |
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| 5/14/2025 | Strategic Financial Planning Inc. | 109,160 | $4.45M | 3.1% | +6.9% | 0.041% | |
| 5/14/2025 | Ameriprise Financial Inc. | 4,744,137 | $193.38M | 0.1% | -9.9% | 1.765% | |
| 5/14/2025 | Summit Financial LLC | 12,589 | $513K | 0.0% | N/A | 0.005% | |
| 5/13/2025 | Horizon Investments LLC | 3,018 | $123K | 0.0% | +534.0% | 0.001% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 37,378 | $1.52M | 0.2% | -6.0% | 0.014% | |
| 5/9/2025 | Tidemark LLC | 28,099 | $1.15M | 0.4% | +14.4% | 0.011% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 262,206 | $10.69M | 0.3% | -59.0% | 0.098% | |
| 5/8/2025 | Mengis Capital Management Inc. | 9,926 | $405K | 0.1% | +10.3% | 0.004% | |
| 5/8/2025 | Commerce Bank | 31,401 | $1.28M | 0.0% | +3.8% | 0.012% | |
| 5/8/2025 | Wealthquest Corp | 42,355 | $1.73M | 0.1% | -36.9% | 0.016% | |
| 5/8/2025 | Goodman Financial Corp | 70,377 | $2.87M | 0.6% | +2.9% | 0.026% | |
| 5/8/2025 | RVW Wealth LLC | 200,168 | $8.16M | 0.8% | -19.5% | 0.075% | |
| 5/8/2025 | North Star Asset Management Inc. | 205,741 | $8.39M | 0.4% | -14.1% | 0.077% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 27,288 | $1.11M | 0.4% | +6.7% | 0.010% | |
| 5/8/2025 | Arkadios Wealth Advisors | 17,089 | $697K | 0.0% | +25.2% | 0.006% | |
| 5/8/2025 | MMA Asset Management LLC | 5,943 | $242K | 0.1% | N/A | 0.002% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 3,929 | $160K | 0.2% | N/A | 0.001% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 79,424 | $3.24M | 0.8% | +6.4% | 0.030% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 6,549 | $266K | 0.1% | -31.0% | 0.002% | |
| 5/6/2025 | IMA Advisory Services Inc. | 21,493 | $876K | 0.1% | -82.9% | 0.008% | |
| 5/6/2025 | Richardson Financial Services Inc. | 19,472 | $794K | 0.6% | -32.0% | 0.007% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 1,618,299 | $65.96M | 1.3% | -26.4% | 0.606% | |
| 5/5/2025 | Morningstar Investment Services LLC | 180,530 | $7.36M | 1.3% | -2.6% | 0.068% | |
| 5/2/2025 | Graypoint LLC | 7,211 | $294K | 0.0% | -4.1% | 0.003% | |
| 5/2/2025 | BIP Wealth LLC | 19,250 | $785K | 0.1% | -12.9% | 0.007% | |
| 5/2/2025 | First Command Advisory Services Inc. | 557,255 | $22.71M | 0.2% | +16.5% | 0.209% | |
| 5/1/2025 | Hughes Financial Services LLC | 602,705 | $24.65M | 4.8% | -1.4% | 0.226% | |
| 5/1/2025 | Financial Security Advisor Inc. | 340,146 | $13.86M | 3.5% | -4.4% | 0.127% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 346,006 | $14.10M | 3.1% | N/A | 0.129% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 9,875 | $403K | 0.1% | +11.5% | 0.004% | |
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| 4/30/2025 | Valeo Financial Advisors LLC | 249,127 | $10.15M | 0.2% | -3.1% | 0.093% | |
| 4/30/2025 | 49 Wealth Management LLC | 113,814 | $4.64M | 0.6% | -87.2% | 0.043% | |
| 4/30/2025 | Synergy Investment Management LLC | 62,235 | $2.54M | 1.1% | +5.6% | 0.023% | |
| 4/29/2025 | Centennial Bank AR | 973 | $40K | 0.0% | +158.1% | 0.000% | |
| 4/29/2025 | Fund Evaluation Group LLC | 556,695 | $22.69M | 1.0% | -78.3% | 0.208% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 1,275 | $52K | 0.0% | +14,066.7% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 109,561 | $4.47M | 0.0% | -10.0% | 0.041% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,566 | $104K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Columbia River Financial Group LLC | 15,588 | $635K | 0.4% | +10.6% | 0.006% | |
| 4/29/2025 | Strategic Blueprint LLC | 31,022 | $1.26M | 0.1% | -10.9% | 0.012% | |
| 4/28/2025 | Private Trust Co. NA | 57,000 | $2.32M | 0.2% | +8.4% | 0.021% | |
| 4/28/2025 | Whitegate Investment Counselors Inc. | 5,258 | $214K | 0.1% | -45.7% | 0.002% | |
| 4/28/2025 | Salomon & Ludwin LLC | 11,447 | $467K | 0.0% | +622.2% | 0.004% | |
| 4/25/2025 | Spinnaker Trust | 819,443 | $33.40M | 2.2% | -1.8% | 0.307% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 117,400 | $4.79M | 0.0% | +75.0% | 0.044% | |
| 4/24/2025 | Golden State Wealth Management LLC | 60,758 | $2.48M | 0.4% | +13.3% | 0.023% | |
| 4/24/2025 | Patron Partners LLC | 9,342 | $381K | 0.2% | -33.6% | 0.003% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 32,692 | $1.33M | 0.1% | -38.2% | 0.012% | |
| 4/23/2025 | Western Wealth Management LLC | 227,015 | $9.25M | 0.6% | -18.9% | 0.085% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 4,640 | $189K | 0.0% | +14.3% | 0.002% | |
| 4/23/2025 | SOL Capital Management CO | 23,394 | $954K | 0.1% | +1.3% | 0.009% | |
| 4/23/2025 | Golden State Wealth Management LLC | 121,857 | $4.97M | 0.4% | +127.3% | 0.046% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 15,118 | $616K | 0.3% | +6.3% | 0.006% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 5,713 | $257K | 0.2% | +16.0% | 0.002% | |
| 4/22/2025 | Crews Bank & Trust | 617,736 | $25.18M | 4.3% | +2.4% | 0.231% | |
| 4/21/2025 | Duncan Williams Asset Management LLC | 5,637 | $230K | 0.1% | N/A | 0.002% | |
| 4/21/2025 | PSI Advisors LLC | 175,532 | $7.16M | 2.3% | +4.0% | 0.066% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 33,272 | $1.36M | 0.1% | +6.6% | 0.012% | |
| 4/21/2025 | Essex Savings Bank | 9,156 | $373K | 0.1% | +27.3% | 0.003% | |
| 4/17/2025 | Vicus Capital | 9,249 | $377K | 0.0% | +4.8% | 0.003% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 93,486 | $3.81M | 0.0% | -5.6% | 0.035% | |
| 4/16/2025 | IAG Wealth Partners LLC | 119,817 | $4.88M | 0.8% | +12.6% | 0.045% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 39,609 | $1.61M | 0.2% | -12.5% | 0.015% | |
| 4/15/2025 | Collier Financial | 156,474 | $6.38M | 5.4% | +2,316.6% | 0.059% | |
| 4/15/2025 | Prairie Sky Financial Group LLC | 44,793 | $1.83M | 1.1% | -1.5% | 0.017% | |
| 4/14/2025 | Farther Finance Advisors LLC | 115,145 | $4.71M | 0.1% | +73.7% | 0.043% | |
| 4/14/2025 | Sherman Asset Management Inc. | 64,974 | $2.65M | 2.5% | +9.0% | 0.024% | |
| 4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 118,858 | $4.85M | 0.6% | +10.2% | 0.044% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 14,558 | $593K | 0.2% | +2.5% | 0.005% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 471,224 | $19.21M | 0.9% | +9.1% | 0.176% | |
| 4/9/2025 | International City Management Association Retirement Corp | 161,660 | $6.59M | 3.7% | N/A | 0.060% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 9,405 | $383K | 0.0% | -47.3% | 0.004% | |
| 4/9/2025 | NBC Securities Inc. | 5,384 | $219K | 0.0% | +107,580.0% | 0.002% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 43,055 | $1.76M | 0.1% | +146.7% | 0.016% | |
| 4/8/2025 | Global Financial Private Client LLC | 11,937 | $487K | 0.2% | -36.8% | 0.004% | |
| 4/8/2025 | Parallel Advisors LLC | 1,364 | $56K | 0.0% | +2,931.1% | 0.001% | |
| 4/7/2025 | Summit Global Investments | 56,741 | $2.31M | 0.2% | N/A | 0.021% | |
| 4/7/2025 | GAMMA Investing LLC | 61,058 | $2.49M | 0.0% | +3,976.0% | 0.023% | |
| 4/7/2025 | AdvisorNet Financial Inc | 40,191 | $1.64M | 0.1% | -1.1% | 0.015% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 5,713 | $257K | 0.2% | N/A | 0.002% | |
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| 3/6/2025 | Copia Wealth Management | 605 | $27K | 0.0% | N/A | 0.000% | |
| 3/6/2025 | Elite Financial Inc. | 9,593 | $430K | 0.2% | N/A | 0.003% | |
| 2/27/2025 | Pinnacle Wealth Planning Services Inc. | 1,511,771 | $67.91M | 10.2% | +0.2% | 0.551% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,438 | $66K | 0.0% | N/A | 0.001% | |
| 2/22/2025 | American Trust | 15,418 | $693K | 0.1% | +32.8% | 0.006% | |
| 2/19/2025 | Columbia River Financial Group LLC | 14,088 | $632K | 0.4% | N/A | 0.006% | |
| 2/19/2025 | North Star Asset Management Inc. | 239,461 | $10.76M | 0.5% | -16.0% | 0.097% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 14,228 | $690K | 0.4% | N/A | 0.006% | |
| 2/18/2025 | 49 Wealth Management LLC | 890,902 | $40.02M | 5.7% | +26.2% | 0.363% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 118,509 | $5.42M | 0.5% | -8.1% | 0.048% | |
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