| 5/1/2025 | Florida Financial Advisors LLC | 1,309 | $330K | 0.1% | -28.4% | 0.000% | |
| 5/1/2025 | BHK Investment Advisors LLC | 82,772 | $20.84M | 8.8% | -9.8% | 0.031% | |
| 5/1/2025 | Key Financial Inc | 2,246 | $565K | 0.1% | -2.1% | 0.001% | |
| 5/1/2025 | Oldfather Financial Services LLC | 1,255 | $316K | 0.1% | +37.3% | 0.000% | |
| 5/1/2025 | CWM LLC | 57,075 | $14.37M | 0.1% | +124.0% | 0.021% | |
| 5/1/2025 | Stephens Inc. AR | 57,182 | $14.40M | 0.2% | +3.6% | 0.021% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 4,039 | $1.02M | 0.1% | +18.1% | 0.002% | |
| 5/1/2025 | Curtis Advisory Group LLC | 7,370 | $1.86M | 0.5% | -2.1% | 0.003% | |
| 5/1/2025 | Northwest Capital Management Inc | 270 | $68K | 0.0% | -15.9% | 0.000% | |
| 5/1/2025 | Focused Wealth Management Inc | 30,181 | $7.60M | 1.0% | +4.6% | 0.011% | |
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| 5/1/2025 | SkyOak Wealth LLC | 23,337 | $5.88M | 1.3% | +1.6% | 0.009% | |
| 5/1/2025 | Riversedge Advisors LLC | 14,500 | $3.65M | 0.8% | -7.6% | 0.005% | |
| 5/1/2025 | American Financial Advisors LLC | 133,061 | $33.50M | 4.9% | -2.2% | 0.050% | |
| 5/1/2025 | Lane & Associates LLC | 2,519 | $634K | 0.3% | +2.4% | 0.001% | |
| 5/1/2025 | Fifth Third Securities Inc. | 21,797 | $5.49M | 0.5% | +22.1% | 0.008% | |
| 5/1/2025 | Diversify Wealth Management LLC | 835 | $208K | 0.0% | +8.3% | 0.000% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 1,131 | $279K | 0.0% | -5.2% | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 41,845 | $10.54M | 0.0% | +0.4% | 0.016% | |
| 4/30/2025 | Vision Capital Management Inc. | 102,390 | $25.78M | 3.7% | -0.8% | 0.038% | |
| 4/30/2025 | Round Rock Advisors LLC | 4,351 | $1.10M | 0.2% | +17.1% | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 4,246 | $1.05M | 0.0% | -1.0% | 0.002% | |
| 4/30/2025 | Heritage Wealth Management Inc. CA | 7,427 | $1.87M | 1.4% | +6.1% | 0.003% | |
| 4/30/2025 | Leavell Investment Management Inc. | 6,038 | $1.52M | 0.1% | +6.5% | 0.002% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 3,835 | $966K | 0.0% | -1.1% | 0.001% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 2,298 | $578K | 0.1% | +3.4% | 0.001% | |
| 4/30/2025 | New Insight Wealth Advisors | 1,336 | $336K | 0.2% | -25.6% | 0.000% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 1,775 | $447K | 0.2% | +19.9% | 0.001% | |
| 4/30/2025 | Opus Capital Group LLC | 4,863 | $1.22M | 0.2% | -3.6% | 0.002% | |
| 4/30/2025 | Partners in Financial Planning | 65,179 | $16.41M | 3.3% | +3.1% | 0.024% | |
| 4/30/2025 | M&T Bank Corp | 7,218 | $1.82M | 0.0% | -25.8% | 0.003% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 20,050 | $5.05M | 0.1% | -0.6% | 0.007% | |
| 4/30/2025 | Black Diamond Financial LLC | 17,666 | $4.45M | 0.7% | +4.8% | 0.007% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 1,519 | $382K | 0.0% | -3.1% | 0.001% | |
| 4/30/2025 | Aurelius Family Office LLC | 7,998 | $2.01M | 1.0% | N/A | 0.003% | |
| 4/30/2025 | Brown Advisory Inc. | 13,459 | $3.39M | 0.0% | +23.2% | 0.005% | |
| 4/30/2025 | Planning Directions Inc. | 8,501 | $2.14M | 0.9% | +437.7% | 0.003% | |
| 4/30/2025 | Capital Management Associates Inc | 23,164 | $5.83M | 1.3% | +3.7% | 0.009% | |
| 4/30/2025 | J Hagan Capital Inc. | 1,163 | $293K | 0.3% | N/A | 0.000% | |
| 4/30/2025 | Synergy Investment Management LLC | 705 | $177K | 0.1% | -7.5% | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 12,477 | $3.14M | 0.1% | +2.2% | 0.005% | |
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| 4/29/2025 | Financial Counselors Inc. | 10,504 | $2.65M | 0.0% | +11.3% | 0.004% | |
| 4/29/2025 | Cooksen Wealth LLC | 6,815 | $1.78M | 1.8% | +16.8% | 0.003% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,713 | $683K | 0.0% | -70.8% | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 656,706 | $165.34M | 0.1% | -3.2% | 0.244% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 26,006 | $6.55M | 1.9% | -4.6% | 0.010% | |
| 4/29/2025 | Cloud Capital Management LLC | 389 | $98K | 0.1% | N/A | 0.000% | |
| 4/29/2025 | Capital Planning LLC | 3,747 | $943K | 0.3% | -3.8% | 0.001% | |
| 4/29/2025 | One Day In July LLC | 104,873 | $26.40M | 2.6% | +2.7% | 0.039% | |
| 4/29/2025 | Vickerman Investment Advisors Inc. | 7,073 | $1.78M | 0.4% | +9.5% | 0.003% | |
| 4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 7,014 | $1.77M | 0.3% | +21.3% | 0.003% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 7,322 | $1.84M | 0.0% | +13.6% | 0.003% | |
| 4/29/2025 | Wheelhouse Advisory Group LLC | 1,947 | $490K | 0.3% | -4.5% | 0.001% | |
| 4/29/2025 | Simmons Bank | 7,785 | $1.96M | 0.1% | -2.7% | 0.003% | |
| 4/29/2025 | Macroview Investment Management LLC | 3,987 | $1.00M | 0.9% | +28.1% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 18,670 | $4.70M | 0.0% | -70.1% | 0.007% | |
| 4/29/2025 | Brickley Wealth Management | 99,955 | $25.17M | 5.2% | -0.1% | 0.037% | |
| 4/29/2025 | World Investment Advisors | 6,112 | $1.54M | 0.0% | -89.2% | 0.002% | |
| 4/29/2025 | Truist Financial Corp | 296,636 | $74.68M | 0.1% | -0.4% | 0.110% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,753 | $441K | 0.0% | +98.8% | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 7,159 | $1.80M | 0.0% | -12.1% | 0.003% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 32,045 | $8.07M | 0.1% | -13.4% | 0.012% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 37,187 | $9.36M | 0.3% | +24.4% | 0.014% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 8,103 | $2.04M | 0.7% | -1.0% | 0.003% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 2,885 | $726K | 0.0% | -90.2% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 12,541 | $3.16M | 0.0% | -2.1% | 0.005% | |
| 4/28/2025 | Mutual Advisors LLC | 3,545 | $875K | 0.0% | +62.7% | 0.001% | |
| 4/28/2025 | Meritage Portfolio Management | 14,087 | $3.55M | 0.2% | +1.4% | 0.005% | |
| 4/28/2025 | Axis Wealth Partners LLC | 1,845 | $464K | 0.3% | -5.0% | 0.001% | |
| 4/28/2025 | First Horizon Advisors Inc. | 17,999 | $4.53M | 0.1% | +3.9% | 0.007% | |
| 4/28/2025 | Revisor Wealth Management LLC | 5,259 | $1.32M | 0.6% | +50.5% | 0.002% | |
| 4/28/2025 | Private Trust Co. NA | 1,022 | $257K | 0.0% | -19.7% | 0.000% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 21,601 | $5.44M | 0.1% | -0.4% | 0.008% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 58,098 | $14.63M | 1.7% | +4.7% | 0.022% | |
| 4/28/2025 | Whitegate Investment Counselors Inc. | 4,871 | $1.23M | 0.4% | +2.2% | 0.002% | |
| 4/28/2025 | Keybank National Association OH | 8,537 | $2.15M | 0.0% | +1.0% | 0.003% | |
| 4/28/2025 | DAVENPORT & Co LLC | 4,292 | $1.08M | 0.0% | -4.6% | 0.002% | |
| 4/25/2025 | Mather Group LLC. | 802,798 | $202.12M | 2.3% | +6.5% | 0.299% | |
| 4/25/2025 | Keystone Financial Services LLC | 2,508 | $632K | 0.5% | +32.3% | 0.001% | |
| 4/25/2025 | K2 Financial Inc. | 1,719 | $396K | 0.4% | -7.1% | 0.001% | |
| 4/25/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 26,069 | $6.56M | 2.3% | +11.1% | 0.010% | |
| 4/25/2025 | Spinnaker Trust | 966 | $243K | 0.0% | -4.8% | 0.000% | |
| 4/25/2025 | Nabity Jensen Investment Management Inc | 14,266 | $3.59M | 2.8% | -0.4% | 0.005% | |
| 4/25/2025 | Argent Advisors Inc. | 905 | $228K | 0.1% | +9.0% | 0.000% | |
| 4/25/2025 | Valley National Advisers Inc. | 10,709 | $2.70M | 0.5% | -46.2% | 0.004% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 3,785 | $953K | 0.1% | +3.4% | 0.001% | |
| 4/25/2025 | Jacobsen Capital Management | 36,656 | $9.23M | 4.0% | -0.7% | 0.014% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 20,731 | $5.22M | 2.3% | +6.8% | 0.008% | |
| 4/25/2025 | Verity Asset Management Inc. | 3,524 | $888K | 0.4% | N/A | 0.001% | |
| 4/25/2025 | Bay Capital Advisors LLC | 4,286 | $1.08M | 0.9% | -9.9% | 0.002% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 3,672 | $925K | 0.0% | -2.2% | 0.001% | |
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| 4/25/2025 | McGuire Investment Group LLC | 1,733 | $436K | 0.1% | +5.8% | 0.001% | |
| 4/25/2025 | Sovran Advisors LLC | 6,819 | $1.61M | 0.2% | +15.6% | 0.003% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 27,366 | $6.89M | 1.2% | -2.3% | 0.010% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,153 | $290K | 0.0% | +23.1% | 0.000% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 1,095 | $276K | 0.0% | +24.4% | 0.000% | |
| 4/24/2025 | Highland Capital Management LLC | 32,073 | $8.08M | 0.5% | -2.3% | 0.012% | |
| 4/24/2025 | BSW Wealth Partners | 3,505 | $883K | 0.1% | +3.1% | 0.001% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 3,945 | $931K | 0.2% | -2.9% | 0.001% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 36,962 | $9.31M | 0.1% | -3.5% | 0.014% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 6,207 | $1.56M | 0.1% | +4.7% | 0.002% | |
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