| 5/2/2025 | Richard C. Young & CO. LTD. | 1,756 | $384K | 0.0% | +13.4% | 0.005% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 1,210 | $265K | 0.0% | -93.2% | 0.004% | |
| 5/2/2025 | Bailard Inc. | 15,443 | $3.38M | 0.1% | -3.7% | 0.046% | |
| 5/2/2025 | Woodward Diversified Capital LLC | 2,666 | $583K | 0.4% | +11.2% | 0.008% | |
| 5/2/2025 | Richmond Brothers Inc. | 35,579 | $7.79M | 4.9% | +4.9% | 0.107% | |
| 5/2/2025 | Larson Financial Group LLC | 374 | $82K | 0.0% | -16.5% | 0.001% | |
| 5/2/2025 | Wealthfront Advisers LLC | 8,193 | $1.79M | 0.0% | +14.0% | 0.025% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 208 | $46K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | ESG Planning DBA Harper Investing | 14,882 | $3.26M | 2.1% | +36.0% | 0.045% | |
| 5/2/2025 | Dakota Wealth Management | 925 | $202K | 0.0% | N/A | 0.003% | |
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| 5/2/2025 | SBI Securities Co. Ltd. | 13,172 | $2.88M | 0.1% | -3.6% | 0.039% | |
| 5/2/2025 | Apollon Financial LLC | 11,030 | $2.41M | 0.6% | -5.8% | 0.033% | |
| 5/2/2025 | Apollon Wealth Management LLC | 61,844 | $13.53M | 0.3% | +7.0% | 0.185% | |
| 5/2/2025 | Sigma Planning Corp | 14,191 | $3.11M | 0.1% | +58.1% | 0.043% | |
| 5/1/2025 | Florida Financial Advisors LLC | 1,372 | $300K | 0.1% | N/A | 0.004% | |
| 5/1/2025 | CWM LLC | 18,427 | $4.03M | 0.0% | +1,643.3% | 0.055% | |
| 5/1/2025 | Northwest Capital Management Inc | 17,366 | $3.80M | 1.6% | N/A | 0.052% | |
| 5/1/2025 | Hippocratic Financial Advisors LLC | 1,456 | $319K | 0.2% | -8.3% | 0.004% | |
| 5/1/2025 | Park Square Financial Group LLC | 1,496 | $327K | 0.3% | -4.3% | 0.004% | |
| 5/1/2025 | Diversify Wealth Management LLC | 2,151 | $472K | 0.0% | -16.4% | 0.006% | |
| 4/30/2025 | Cerity Partners LLC | 153,164 | $33.52M | 0.1% | +1,276.6% | 0.459% | |
| 4/30/2025 | Allworth Financial LP | 4,389 | $959K | 0.0% | +1.1% | 0.013% | |
| 4/30/2025 | Leavell Investment Management Inc. | 3,508 | $768K | 0.0% | +44.4% | 0.011% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 6,741 | $1.48M | 0.2% | +1.7% | 0.020% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 4,560 | $998K | 0.0% | -38.2% | 0.014% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 1,673 | $366K | 0.0% | +4.0% | 0.005% | |
| 4/30/2025 | M&T Bank Corp | 51,127 | $11.19M | 0.0% | -1.0% | 0.153% | |
| 4/30/2025 | Liberty One Investment Management LLC | 7,380 | $1.62M | 0.2% | -0.7% | 0.022% | |
| 4/30/2025 | Consolidated Capital Management LLC | 57,162 | $12.51M | 5.2% | -23.9% | 0.171% | |
| 4/30/2025 | Sharper & Granite LLC | 28,495 | $6.24M | 2.6% | +1.7% | 0.085% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 7,560 | $1.65M | 0.4% | N/A | 0.023% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 7,414 | $1.62M | 0.0% | -3.8% | 0.022% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 6,421 | $1.41M | 0.5% | -10.4% | 0.019% | |
| 4/29/2025 | Callan Capital LLC | 20,662 | $4.52M | 0.3% | -2.2% | 0.062% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 462,336 | $101.17M | 0.0% | +2.5% | 1.385% | |
| 4/29/2025 | Meridian Investment Counsel Inc. | 3,860 | $845K | 0.2% | +34.3% | 0.012% | |
| 4/29/2025 | One Day In July LLC | 9,837 | $2.15M | 0.2% | +1.0% | 0.029% | |
| 4/29/2025 | Vickerman Investment Advisors Inc. | 2,625 | $574K | 0.1% | N/A | 0.008% | |
| 4/29/2025 | Novare Capital Management LLC | 10,532 | $2.31M | 0.2% | -1.0% | 0.032% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,778 | $1.05M | 0.0% | -36.4% | 0.014% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 3,057 | $669K | 0.0% | +9.4% | 0.009% | |
| 4/29/2025 | World Investment Advisors | 1,079 | $236K | 0.0% | -12.2% | 0.003% | |
| 4/29/2025 | Brookstone Capital Management | 21,246 | $4.65M | 0.1% | +2.8% | 0.064% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 2,663 | $583K | 0.0% | -2.3% | 0.008% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 2,809 | $615K | 0.0% | +29.2% | 0.008% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 1,517 | $332K | 0.0% | +14.4% | 0.005% | |
| 4/28/2025 | Mutual Advisors LLC | 5,772 | $1.26M | 0.0% | -10.2% | 0.017% | |
| 4/28/2025 | Meritage Portfolio Management | 2,335 | $511K | 0.0% | -2.0% | 0.007% | |
| 4/28/2025 | Penobscot Wealth Management | 1,025 | $224K | 0.1% | N/A | 0.003% | |
| 4/28/2025 | Rossby Financial LCC | 25,154 | $5.48M | 2.3% | +26.2% | 0.075% | |
| 4/28/2025 | Salomon & Ludwin LLC | 2,722 | $596K | 0.1% | -16.3% | 0.008% | |
| 4/25/2025 | Westside Investment Management Inc. | 10,997 | $2.41M | 0.5% | +1.7% | 0.033% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 9,871 | $2.15M | 0.1% | +1.1% | 0.030% | |
| 4/25/2025 | Guerra Advisors Inc | 31,275 | $6.84M | 3.8% | N/A | 0.094% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 1,407 | $308K | 0.0% | +6.8% | 0.004% | |
| 4/25/2025 | TBH Global Asset Management LLC | 22,007 | $4.92M | 0.5% | +59.5% | 0.066% | |
| 4/25/2025 | Wall Street Financial Group Inc. | 1,979 | $433K | 0.4% | -16.2% | 0.006% | |
| 4/25/2025 | Guardian Asset Advisors LLC | 2,699 | $590K | 0.4% | -5.7% | 0.008% | |
| 4/25/2025 | Colonial River Investments LLC | 1,223 | $268K | 0.1% | -81.0% | 0.004% | |
| 4/24/2025 | Money Concepts Capital Corp | 2,305 | $504K | 0.0% | +42.4% | 0.007% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 1,521 | $333K | 0.0% | +4.8% | 0.005% | |
| 4/24/2025 | Trust Co. of Vermont | 198 | $43K | 0.0% | +360.5% | 0.001% | |
| 4/24/2025 | Victrix Investment Advisors | 947 | $207K | 0.1% | N/A | 0.003% | |
| 4/24/2025 | Family Investment Center Inc. | 983 | $215K | 0.1% | N/A | 0.003% | |
| 4/23/2025 | Western Wealth Management LLC | 2,016 | $441K | 0.0% | +23.2% | 0.006% | |
| 4/23/2025 | Nvest Financial LLC | 11,432 | $2.50M | 1.3% | +26.3% | 0.034% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,254 | $712K | 0.1% | -8.6% | 0.010% | |
| 4/23/2025 | Pure Financial Advisors LLC | 1,775 | $388K | 0.0% | +76.8% | 0.005% | |
| 4/23/2025 | Golden State Wealth Management LLC | 135 | $30K | 0.0% | +101.5% | 0.000% | |
| 4/23/2025 | Spire Wealth Management | 1,710 | $374K | 0.0% | -12.4% | 0.005% | |
| 4/23/2025 | Saxony Capital Management LLC | 2,160 | $473K | 0.4% | -8.7% | 0.006% | |
| 4/23/2025 | Horizon Bancorp Inc. IN | 288 | $63K | 0.0% | -44.6% | 0.001% | |
| 4/23/2025 | International Assets Investment Management LLC | 2,731 | $598K | 0.0% | +12.3% | 0.008% | |
| 4/23/2025 | Bluesphere Advisors LLC | 1,404 | $307K | 0.2% | N/A | 0.004% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 40,044 | $8.76M | 0.0% | -46.8% | 0.120% | |
| 4/23/2025 | Systelligence LLC | 26,633 | $5.83M | 1.4% | -22.2% | 0.080% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 43,096 | $9.43M | 1.5% | +10.7% | 0.129% | |
| 4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 1,725 | $378K | 0.1% | -7.3% | 0.005% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 1,354 | $296K | 0.0% | +20.2% | 0.004% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 2,407 | $527K | 0.1% | -3.4% | 0.007% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 114,810 | $25.12M | 0.1% | +0.2% | 0.344% | |
| 4/22/2025 | Kennedy Investment Group | 923 | $202K | 0.1% | N/A | 0.003% | |
| 4/22/2025 | Sage Financial Group Inc. | 1,035 | $226K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | Bonfire Financial | 12,543 | $2.75M | 2.5% | +4.1% | 0.038% | |
| 4/21/2025 | Curran Financial Partners LLC | 11,421 | $2.50M | 0.6% | -10.1% | 0.034% | |
| 4/21/2025 | Autumn Glory Partners LLC | 918 | $201K | 0.1% | -18.2% | 0.003% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 36,396 | $7.96M | 0.0% | -1.3% | 0.109% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 2,794 | $611K | 0.1% | -4.3% | 0.008% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 26,150 | $5.72M | 0.1% | +2.9% | 0.078% | |
| 4/21/2025 | Beacon Capital Management LLC | 1,958 | $428K | 0.1% | -16.6% | 0.006% | |
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| 4/21/2025 | CWA Asset Management Group LLC | 5,153 | $1.13M | 0.1% | +13.2% | 0.015% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 11,192 | $2.45M | 0.1% | +50.8% | 0.034% | |
| 4/18/2025 | Financial Perspectives Inc | 11,632 | $2.55M | 0.9% | +9.9% | 0.034% | |
| 4/18/2025 | GSB Wealth Management LLC | 11,896 | $2.60M | 0.7% | +64.9% | 0.035% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 6,599 | $1.44M | 0.6% | -2.8% | 0.019% | |
| 4/18/2025 | Global Trust Asset Management LLC | 2,437 | $533K | 0.3% | -7.2% | 0.007% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 48,557 | $10.63M | 5.4% | -6.1% | 0.143% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 56,437 | $12.35M | 0.0% | +3.1% | 0.167% | |
| 4/17/2025 | Northstar Group Inc. | 5,346 | $1.17M | 0.2% | +1.0% | 0.016% | |
| 4/17/2025 | Advanced Asset Management Advisors Inc | 1,435 | $314K | 0.1% | N/A | 0.004% | |
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