| 5/2/2025 | Pecaut & CO. | 153,984 | $12.38M | 4.2% | +2.2% | 0.041% | |
| 5/2/2025 | KM Capital Management Ltd. | 14,632 | $1.18M | 0.6% | -3.0% | 0.004% | |
| 5/2/2025 | Fortis Group Advisors LLC | 3,802 | $306K | 0.1% | N/A | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 1,279,544 | $102.84M | 1.9% | -0.3% | 0.337% | |
| 5/2/2025 | Concord Wealth Partners | 138,819 | $11.16M | 1.8% | +0.9% | 0.037% | |
| 5/2/2025 | Graypoint LLC | 76,467 | $6.15M | 0.4% | +2.8% | 0.020% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 3,756,820 | $301.94M | 4.3% | +6.0% | 0.991% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 13,347 | $1.07M | 0.1% | -15.3% | 0.004% | |
| 5/2/2025 | Stevens Capital Partners | 20,700 | $1.66M | 0.8% | +123.7% | 0.005% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 5,741 | $461K | 0.4% | -5.2% | 0.002% | |
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| 5/2/2025 | Summit X LLC | 2,827 | $227K | 0.0% | -5.7% | 0.001% | |
| 5/2/2025 | Altman Advisors Inc. | 73,182 | $5.88M | 2.5% | +74.8% | 0.019% | |
| 5/2/2025 | Guardian Wealth Advisors LLC | 88,473 | $7.11M | 4.6% | +55.8% | 0.023% | |
| 5/2/2025 | BIP Wealth LLC | 117,705 | $9.46M | 0.6% | +172.6% | 0.031% | |
| 5/2/2025 | Schrum Private Wealth Management LLC | 8,265 | $664K | 0.6% | +2.5% | 0.002% | |
| 5/2/2025 | Concord Asset Management LLC VA | 127,735 | $10.00M | 2.2% | +2.5% | 0.034% | |
| 5/2/2025 | Larson Financial Group LLC | 36,899 | $2.97M | 0.1% | +2.6% | 0.010% | |
| 5/2/2025 | PAX Financial Group LLC | 51,520 | $4.14M | 0.7% | -20.3% | 0.014% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 11,849 | $952K | 0.1% | +14.2% | 0.003% | |
| 5/2/2025 | First Command Advisory Services Inc. | 708,244 | $56.92M | 0.5% | +8.5% | 0.187% | |
| 5/2/2025 | Dakota Wealth Management | 228,400 | $18.36M | 0.4% | +6.6% | 0.060% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 9,013 | $724K | 0.0% | +38.5% | 0.002% | |
| 5/2/2025 | Apollon Financial LLC | 108,461 | $8.72M | 2.1% | +2.8% | 0.029% | |
| 5/2/2025 | Apollon Wealth Management LLC | 15,777 | $1.27M | 0.0% | +80.9% | 0.004% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 159,729 | $12.84M | 8.2% | -29.0% | 0.042% | |
| 5/2/2025 | Bogart Wealth LLC | 4,187 | $337K | 0.0% | +8.3% | 0.001% | |
| 5/2/2025 | Sigma Planning Corp | 9,378 | $754K | 0.0% | -33.0% | 0.002% | |
| 5/2/2025 | Signaturefd LLC | 13,168 | $1.06M | 0.0% | +14.8% | 0.003% | |
| 5/1/2025 | Florida Financial Advisors LLC | 72,705 | $5.79M | 2.3% | +60.8% | 0.019% | |
| 5/1/2025 | Key Financial Inc | 82,610 | $6.64M | 1.4% | -0.8% | 0.022% | |
| 5/1/2025 | LRI Investments LLC | 2,647 | $213K | 0.0% | N/A | 0.001% | |
| 5/1/2025 | CWM LLC | 2,216,370 | $178.13M | 0.7% | -9.6% | 0.584% | |
| 5/1/2025 | TFR Capital LLC. | 7,452 | $599K | 0.2% | +6.9% | 0.002% | |
| 5/1/2025 | Hughes Financial Services LLC | 651 | $53K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 8,085 | $650K | 0.2% | -5.1% | 0.002% | |
| 5/1/2025 | Stephens Inc. AR | 6,840 | $550K | 0.0% | -66.3% | 0.002% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 9,054 | $728K | 0.1% | -25.2% | 0.002% | |
| 5/1/2025 | Realta Investment Advisors | 4,185 | $336K | 0.2% | +14.7% | 0.001% | |
| 5/1/2025 | Northwest Capital Management Inc | 581 | $47K | 0.0% | -72.3% | 0.000% | |
| 5/1/2025 | Auour Investments LLC | 75,297 | $6.17M | 2.2% | +2.1% | 0.020% | |
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| 5/1/2025 | Focused Wealth Management Inc | 1,472,387 | $118.34M | 16.0% | +2.3% | 0.388% | |
| 5/1/2025 | SkyOak Wealth LLC | 30,633 | $2.46M | 0.5% | -8.4% | 0.008% | |
| 5/1/2025 | Riversedge Advisors LLC | 359,669 | $28.91M | 6.4% | -0.9% | 0.095% | |
| 5/1/2025 | Lane & Associates LLC | 158,500 | $12.74M | 6.9% | +6.9% | 0.042% | |
| 5/1/2025 | Fifth Third Securities Inc. | 73,912 | $5.94M | 0.5% | +204.5% | 0.019% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 25,814 | $2.08M | 0.5% | +10.1% | 0.007% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 16,199 | $1.30M | 1.1% | +2.1% | 0.004% | |
| 5/1/2025 | Diversify Wealth Management LLC | 538,146 | $44.12M | 3.3% | +25.3% | 0.142% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 30,339 | $2.44M | 2.5% | -9.6% | 0.008% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 11,935 | $959K | 0.8% | -1.5% | 0.003% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 4,862 | $396K | 0.0% | +14.0% | 0.001% | |
| 4/30/2025 | Sharkey Howes & Javer | 57,968 | $4.66M | 0.7% | -6.1% | 0.015% | |
| 4/30/2025 | Cerity Partners LLC | 70,053 | $5.63M | 0.0% | +0.8% | 0.018% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 152,547 | $12.26M | 2.7% | N/A | 0.040% | |
| 4/30/2025 | Allworth Financial LP | 11,217,747 | $901.46M | 5.1% | -8.4% | 2.958% | |
| 4/30/2025 | Stonebrook Private Inc. | 85,381 | $6.86M | 1.8% | +3.2% | 0.023% | |
| 4/30/2025 | POM Investment Strategies LLC | 28,039 | $2.25M | 2.6% | N/A | 0.007% | |
| 4/30/2025 | Investments & Financial Planning LLC | 369,339 | $29.68M | 19.3% | -1.0% | 0.097% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 3,612,114 | $290.31M | 9.3% | +4.0% | 0.952% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 58,111 | $4.67M | 0.6% | +1.6% | 0.015% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 13,725 | $1.10M | 0.0% | -71.0% | 0.004% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 12,209 | $981K | 0.3% | -1.3% | 0.003% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 51,223 | $4.12M | 2.2% | +3.6% | 0.014% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 1,167,033 | $93.79M | 11.0% | -1.5% | 0.308% | |
| 4/30/2025 | Partners in Financial Planning | 31,755 | $2.55M | 0.5% | -2.5% | 0.008% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 573,700 | $46.11M | 10.0% | +6.0% | 0.151% | |
| 4/30/2025 | M&T Bank Corp | 160,568 | $12.91M | 0.0% | -5.5% | 0.042% | |
| 4/30/2025 | 49 Wealth Management LLC | 16,474 | $1.32M | 0.2% | +8.5% | 0.004% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 304,145 | $24.44M | 0.4% | -15.8% | 0.080% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 68,880 | $5.54M | 0.3% | +4.8% | 0.018% | |
| 4/30/2025 | Stratos Investment Management LLC | 4,406 | $354K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Navalign LLC | 197,274 | $15.86M | 4.5% | -2.9% | 0.052% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 399,379 | $32.10M | 7.2% | +3.9% | 0.105% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 5,375 | $432K | 0.0% | -8.5% | 0.001% | |
| 4/30/2025 | Jessup Wealth Management Inc | 5,348 | $430K | 0.2% | N/A | 0.001% | |
| 4/30/2025 | Capital Management Associates Inc | 15,514 | $1.25M | 0.3% | +185.2% | 0.004% | |
| 4/30/2025 | Interchange Capital Partners LLC | 14,936 | $1.20M | 0.3% | -2.6% | 0.004% | |
| 4/30/2025 | Abound Financial LLC | 287,164 | $23.08M | 11.7% | +6.6% | 0.076% | |
| 4/30/2025 | Synergy Investment Management LLC | 96,595 | $7.76M | 3.2% | +24.6% | 0.025% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 108,025 | $8.68M | 0.3% | +36.9% | 0.028% | |
| 4/29/2025 | Sightline Wealth Advisors LLC | 38,393 | $3.09M | 1.6% | -17.5% | 0.010% | |
| 4/29/2025 | Callan Capital LLC | 12,277 | $987K | 0.1% | N/A | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 5,757,808 | $462.76M | 0.1% | -65.8% | 1.518% | |
| 4/29/2025 | Drake & Associates LLC | 265,868 | $21.37M | 6.0% | +1.9% | 0.070% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 35,642 | $2.86M | 1.4% | -6.2% | 0.009% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 13,850 | $1.11M | 0.2% | N/A | 0.004% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 44,589 | $3.59M | 0.9% | +3.4% | 0.012% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 259,379 | $20.85M | 0.5% | +9.3% | 0.068% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,355,822 | $269.71M | 0.1% | -8.4% | 0.885% | |
| 4/29/2025 | World Investment Advisors | 56,035 | $4.50M | 0.1% | +15.8% | 0.015% | |
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| 4/29/2025 | Capital Investment Advisory Services LLC | 3,087 | $248K | 0.0% | -32.6% | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 41,396 | $3.33M | 0.2% | -0.8% | 0.011% | |
| 4/29/2025 | Sequent Asset Management LLC | 123,235 | $9.90M | 5.5% | +3.5% | 0.032% | |
| 4/29/2025 | Brookstone Capital Management | 276,261 | $22.20M | 0.3% | -7.1% | 0.073% | |
| 4/29/2025 | Tilson Financial Group Inc. | 13,450 | $1.08M | 0.4% | -13.7% | 0.004% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,674 | $617K | 0.0% | -69.3% | 0.002% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 138,022 | $11.06M | 1.0% | -1.1% | 0.036% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 19,209 | $1.54M | 0.2% | -19.4% | 0.005% | |
| 4/28/2025 | Boulder Wealth Advisors LLC | 41,549 | $3.34M | 1.9% | +3.0% | 0.011% | |
| 4/28/2025 | MBM Wealth Consultants LLC | 36,551 | $2.94M | 0.9% | +2.0% | 0.010% | |
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