| 5/2/2025 | Fortis Group Advisors LLC | 89,564 | $4.51M | 0.9% | -31.3% | 0.024% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 169,334 | $8.52M | 0.2% | -0.7% | 0.046% | |
| 5/2/2025 | Allen Capital Group LLC | 190,329 | $9.58M | 1.1% | +51.0% | 0.052% | |
| 5/2/2025 | BIP Alliance LLC | 52,340 | $2.63M | 1.1% | -37.8% | 0.014% | |
| 5/2/2025 | SKY Mountain Capital Management Inc. | 927,178 | $46.67M | 39.5% | N/A | 0.251% | |
| 5/2/2025 | BIP Wealth LLC | 5,766,837 | $290.25M | 18.9% | +1.2% | 1.561% | |
| 5/2/2025 | Tectonic Advisors LLC | 247,842 | $12.47M | 0.8% | -6.7% | 0.067% | |
| 5/2/2025 | Wealthfront Advisers LLC | 65,540 | $3.30M | 0.0% | -12.6% | 0.018% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 130,111 | $6.55M | 3.4% | -5.1% | 0.035% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 29,146 | $1.47M | 0.4% | -20.0% | 0.008% | |
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| 5/2/2025 | Leo Wealth LLC | 225,836 | $11.37M | 1.6% | -31.3% | 0.061% | |
| 5/2/2025 | Lauer Wealth LLC | 326,384 | $16.42M | 12.8% | -12.7% | 0.088% | |
| 5/2/2025 | Signaturefd LLC | 4,542 | $229K | 0.0% | -4.3% | 0.001% | |
| 5/1/2025 | Florida Financial Advisors LLC | 7,692 | $387K | 0.2% | N/A | 0.002% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 525,755 | $26.46M | 19.5% | -10.5% | 0.142% | |
| 5/1/2025 | CWM LLC | 668,832 | $33.66M | 0.1% | +27.1% | 0.181% | |
| 5/1/2025 | Westmount Partners LLC | 42,916 | $2.16M | 0.7% | -2.1% | 0.012% | |
| 5/1/2025 | Stephens Inc. AR | 846,458 | $42.60M | 0.6% | -3.0% | 0.229% | |
| 5/1/2025 | Financial Security Advisor Inc. | 315,960 | $15.90M | 4.0% | +7.8% | 0.086% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 47,110 | $2.37M | 1.3% | +1.9% | 0.013% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 67,269 | $3.39M | 0.8% | +1.7% | 0.018% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 9,045 | $455K | 0.0% | -52.5% | 0.002% | |
| 4/30/2025 | Bernardo Wealth Planning LLC | 99,462 | $5.01M | 1.2% | +4.5% | 0.027% | |
| 4/30/2025 | Cerity Partners LLC | 175,003 | $8.81M | 0.0% | +4.9% | 0.047% | |
| 4/30/2025 | Allworth Financial LP | 77,041 | $3.89M | 0.0% | -4.4% | 0.021% | |
| 4/30/2025 | Main Street Research LLC | 6,561 | $330K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 120,517 | $6.06M | 1.0% | N/A | 0.033% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 51,054 | $2.57M | 0.3% | -25.9% | 0.014% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 186,546 | $9.39M | 0.2% | -6.0% | 0.050% | |
| 4/30/2025 | Trek Financial LLC | 13,088 | $659K | 0.0% | -23.2% | 0.004% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 17,304 | $871K | 0.0% | -59.5% | 0.005% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 216,927 | $10.92M | 0.2% | -25.9% | 0.059% | |
| 4/30/2025 | Stratos Investment Management LLC | 10,237 | $515K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Sharper & Granite LLC | 367,699 | $18.51M | 7.6% | +53.5% | 0.100% | |
| 4/30/2025 | Client First Capital LLC | 10,000 | $503K | 0.3% | N/A | 0.003% | |
| 4/30/2025 | Synergy Investment Management LLC | 12,313 | $620K | 0.3% | -4.0% | 0.003% | |
| 4/29/2025 | Centennial Bank AR | 4,976 | $250K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,572,295 | $79.13M | 0.0% | +6.2% | 0.425% | |
| 4/29/2025 | Penserra Capital Management LLC | 2,139 | $107K | 0.0% | +82.4% | 0.001% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 324,650 | $16.34M | 0.4% | -0.2% | 0.088% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 684,534 | $34.45M | 0.0% | +3.9% | 0.185% | |
| 4/29/2025 | World Investment Advisors | 4,295 | $216K | 0.0% | -6.4% | 0.001% | |
| 4/29/2025 | Wayfinding Financial LLC | 545 | $27K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 111,680 | $5.62M | 0.5% | +2.7% | 0.030% | |
| 4/29/2025 | Columbia River Financial Group LLC | 26,588 | $1.34M | 0.9% | +17.6% | 0.007% | |
| 4/29/2025 | Strategic Blueprint LLC | 8,555 | $431K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 9,505 | $478K | 0.0% | -5.7% | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 280,692 | $14.12M | 1.3% | +12.8% | 0.076% | |
| 4/29/2025 | MBA Advisors LLC | 91,338 | $4.60M | 2.3% | +5.9% | 0.025% | |
| 4/28/2025 | D.A. Davidson & CO. | 148,432 | $7.47M | 0.1% | -3.0% | 0.040% | |
| 4/28/2025 | Mutual Advisors LLC | 9,634 | $484K | 0.0% | -6.0% | 0.003% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 154,661 | $7.78M | 2.2% | +27.6% | 0.042% | |
| 4/28/2025 | Smart Money Group LLC | 94,815 | $4.77M | 4.2% | +12.8% | 0.026% | |
| 4/28/2025 | First Horizon Advisors Inc. | 1,253 | $63K | 0.0% | +76.7% | 0.000% | |
| 4/28/2025 | Latitude Advisors LLC | 13,633 | $686K | 0.4% | -10.4% | 0.004% | |
| 4/28/2025 | Revisor Wealth Management LLC | 4,704 | $237K | 0.1% | N/A | 0.001% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 56,832 | $2.86M | 0.5% | +34.6% | 0.015% | |
| 4/28/2025 | Acute Investment Advisory LLC | 4,569 | $230K | 1.2% | N/A | 0.001% | |
| 4/28/2025 | Novem Group | 194,110 | $9.77M | 1.4% | +10.2% | 0.053% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 151,240 | $7.61M | 3.1% | -7.4% | 0.041% | |
| 4/28/2025 | Private Trust Co. NA | 36,614 | $1.84M | 0.2% | +15.2% | 0.010% | |
| 4/28/2025 | Vishria Bird Financial Group LLC | 43,847 | $2.21M | 0.7% | -0.5% | 0.012% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 8,257 | $416K | 0.4% | -10.1% | 0.002% | |
| 4/28/2025 | Redmont Wealth Advisors LLC | 4,937 | $248K | 0.5% | -17.6% | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 1,129,430 | $56.84M | 0.3% | +3.2% | 0.306% | |
| 4/28/2025 | Summit Trail Advisors LLC | 27,347,752 | $1.38B | 45.4% | +25.2% | 7.401% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 26,458 | $1.33M | 0.1% | N/A | 0.007% | |
| 4/25/2025 | Cypress Capital LLC | 564,491 | $28.41M | 8.2% | -1.1% | 0.153% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 645 | $32K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | G&S Capital LLC | 14,078 | $709K | 0.3% | -77.0% | 0.004% | |
| 4/25/2025 | New Perspectives Inc | 473,507 | $23.83M | 12.7% | +80.1% | 0.128% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 121,975 | $6.14M | 0.2% | +4.6% | 0.033% | |
| 4/25/2025 | Trademark Financial Management LLC | 13,024 | $656K | 0.5% | -11.6% | 0.004% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 83,759 | $4.22M | 0.2% | +40.2% | 0.023% | |
| 4/25/2025 | Essex Financial Services Inc. | 12,309 | $620K | 0.0% | -43.0% | 0.003% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 700,336 | $35.25M | 3.8% | -18.6% | 0.190% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 203,724 | $10.25M | 2.0% | +9.6% | 0.055% | |
| 4/25/2025 | Root Financial Partners LLC | 15,774 | $794K | 0.1% | -9.2% | 0.004% | |
| 4/25/2025 | McGuire Investment Group LLC | 634,813 | $31.95M | 4.7% | +20.5% | 0.172% | |
| 4/25/2025 | Little House Capital LLC | 29,608 | $1.49M | 0.4% | N/A | 0.008% | |
| 4/24/2025 | Golden State Wealth Management LLC | 119,397 | $6.01M | 0.9% | -8.8% | 0.032% | |
| 4/24/2025 | Patron Partners LLC | 4,260 | $214K | 0.1% | -8.6% | 0.001% | |
| 4/24/2025 | Money Concepts Capital Corp | 68,019 | $3.42M | 0.3% | -6.1% | 0.018% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 17,763 | $894K | 0.1% | -1.7% | 0.005% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 110,281 | $5.55M | 2.4% | +7.4% | 0.030% | |
| 4/24/2025 | Holistic Planning LLC | 768,222 | $38.67M | 13.1% | -6.6% | 0.208% | |
| 4/23/2025 | Western Wealth Management LLC | 195,727 | $9.85M | 0.7% | +126.5% | 0.053% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 10,494 | $528K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Aspetuck Financial Management LLC | 78,316 | $3.94M | 3.4% | N/A | 0.021% | |
| 4/23/2025 | Alpine Bank Wealth Management | 1,077,045 | $54.21M | 8.7% | N/A | 0.291% | |
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| 4/23/2025 | Golden State Wealth Management LLC | 226,804 | $11.42M | 0.8% | +73.3% | 0.061% | |
| 4/23/2025 | DORVAL Corp | 373,005 | $18.79M | 7.6% | +2.9% | 0.101% | |
| 4/23/2025 | Golden State Equity Partners | 63,275 | $3.19M | 0.6% | -16.4% | 0.017% | |
| 4/23/2025 | Global Assets Advisory LLC | 144,243 | $7.26M | 1.4% | +209.9% | 0.039% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 17,580 | $885K | 0.4% | N/A | 0.005% | |
| 4/23/2025 | Embree Financial Group | 26,899 | $1.35M | 0.2% | -19.9% | 0.007% | |
| 4/23/2025 | Professional Financial Advisors LLC | 36,588 | $1.84M | 0.5% | -26.1% | 0.010% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 11,372 | $572K | 0.1% | -37.8% | 0.003% | |
| 4/23/2025 | Eagle Strategies LLC | 261,720 | $13.17M | 2.3% | +0.7% | 0.071% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 29,043 | $1.46M | 0.0% | +90.1% | 0.008% | |
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