| 5/2/2025 | Independent Wealth Network Inc. | 3,014 | $391K | 0.2% | +6.8% | 0.003% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 1,708 | $222K | 0.0% | N/A | 0.002% | |
| 5/2/2025 | Bailard Inc. | 5,773 | $749K | 0.0% | -36.9% | 0.006% | |
| 5/2/2025 | Richmond Brothers Inc. | 30,806 | $4.00M | 2.5% | +5.4% | 0.033% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 3,235 | $420K | 0.0% | N/A | 0.003% | |
| 5/2/2025 | Larson Financial Group LLC | 677 | $88K | 0.0% | +19.0% | 0.001% | |
| 5/2/2025 | Wealthfront Advisers LLC | 908,019 | $117.78M | 0.3% | -7.0% | 0.978% | |
| 5/2/2025 | Whittier Trust Co. | 9,855 | $1.28M | 0.0% | -3.9% | 0.011% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 924,832 | $119.96M | 0.6% | +7,091.5% | 0.996% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 10,468 | $1.36M | 0.0% | +6.6% | 0.011% | |
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| 5/2/2025 | Apollon Wealth Management LLC | 3,307 | $429K | 0.0% | -87.4% | 0.004% | |
| 5/2/2025 | Sigma Planning Corp | 11,935 | $1.55M | 0.0% | +5.3% | 0.013% | |
| 5/1/2025 | Cutter & CO Brokerage Inc. | 15,148 | $1.97M | 0.5% | N/A | 0.016% | |
| 5/1/2025 | Bleakley Financial Group LLC | 25,868 | $3.36M | 0.1% | -38.3% | 0.028% | |
| 5/1/2025 | LRI Investments LLC | 26,770 | $3.47M | 0.3% | +5,956.6% | 0.029% | |
| 5/1/2025 | CWM LLC | 2,997 | $389K | 0.0% | +7.3% | 0.003% | |
| 5/1/2025 | Hughes Financial Services LLC | 188 | $25K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | GoalFusion Wealth Management LLC | 49,454 | $6.42M | 3.5% | -2.8% | 0.053% | |
| 5/1/2025 | Stephens Inc. AR | 5,472 | $710K | 0.0% | -9.3% | 0.006% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 2,170 | $281K | 0.0% | -11.4% | 0.002% | |
| 5/1/2025 | Family Firm Inc. | 28,765 | $3.73M | 0.8% | -1.0% | 0.031% | |
| 5/1/2025 | Fifth Third Securities Inc. | 13,405 | $1.74M | 0.1% | -16.6% | 0.014% | |
| 5/1/2025 | Park Square Financial Group LLC | 3,322 | $431K | 0.3% | -5.5% | 0.004% | |
| 4/30/2025 | Cerity Partners LLC | 34,046 | $4.42M | 0.0% | -1.4% | 0.037% | |
| 4/30/2025 | Allworth Financial LP | 7,276 | $944K | 0.0% | +12.4% | 0.008% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 3,826 | $496K | 0.0% | -23.0% | 0.004% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 9,717 | $1.26M | 0.0% | +1.7% | 0.010% | |
| 4/30/2025 | M&T Bank Corp | 77,888 | $10.10M | 0.0% | -4.0% | 0.084% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 24,296 | $3.15M | 0.0% | -0.7% | 0.026% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 4,025 | $522K | 0.0% | -55.3% | 0.004% | |
| 4/30/2025 | Black Diamond Financial LLC | 2,198 | $285K | 0.0% | -8.5% | 0.002% | |
| 4/30/2025 | Brown Advisory Inc. | 2,668 | $346K | 0.0% | +37.6% | 0.003% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 10,140 | $1.32M | 0.3% | N/A | 0.011% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,593 | $726K | 0.0% | +7.7% | 0.006% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 1,617 | $210K | 0.1% | -15.7% | 0.002% | |
| 4/29/2025 | Callan Capital LLC | 28,080 | $3.64M | 0.3% | -2.5% | 0.030% | |
| 4/29/2025 | TD Private Client Wealth LLC | 4,776 | $619K | 0.0% | +80.4% | 0.005% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 553,439 | $71.79M | 0.0% | +15.4% | 0.596% | |
| 4/29/2025 | Cloud Capital Management LLC | 268 | $34K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 359 | $47K | 0.0% | -39.8% | 0.000% | |
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| 4/29/2025 | Vickerman Investment Advisors Inc. | 8,219 | $1.07M | 0.2% | +15.5% | 0.009% | |
| 4/29/2025 | Olistico Wealth LLC | 3,629 | $471K | 0.3% | +11.2% | 0.004% | |
| 4/29/2025 | Sharp Financial Services LLC | 1,600 | $208K | 0.2% | N/A | 0.002% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 22,333 | $2.90M | 0.1% | -4.4% | 0.024% | |
| 4/29/2025 | Bank of New York Mellon Corp | 23,806 | $3.09M | 0.0% | +9.6% | 0.026% | |
| 4/29/2025 | Sonata Capital Group Inc. | 8,390 | $1.09M | 0.5% | +1.5% | 0.009% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 969 | $126K | 0.0% | +70.6% | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 7,750 | $1.01M | 0.1% | +31.6% | 0.008% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 2,765 | $359K | 0.0% | +65.7% | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 3,947 | $507K | 0.0% | +67.0% | 0.004% | |
| 4/28/2025 | D.A. Davidson & CO. | 84,448 | $10.95M | 0.1% | -15.6% | 0.091% | |
| 4/28/2025 | Mutual Advisors LLC | 5,130 | $665K | 0.0% | -7.5% | 0.006% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 6,742 | $874K | 0.1% | +1.7% | 0.007% | |
| 4/28/2025 | Clune & Associates LTD. | 9,699 | $1.26M | 0.4% | +1.1% | 0.010% | |
| 4/28/2025 | First Horizon Advisors Inc. | 920 | $119K | 0.0% | +15.6% | 0.001% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 1,870 | $243K | 0.0% | -99.0% | 0.002% | |
| 4/28/2025 | Fiduciary Group LLC | 9,018 | $1.17M | 0.1% | +3.3% | 0.010% | |
| 4/28/2025 | DAVENPORT & Co LLC | 6,038 | $783K | 0.0% | -9.1% | 0.007% | |
| 4/28/2025 | Salomon & Ludwin LLC | 13,970 | $1.81M | 0.2% | +9.7% | 0.015% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 21,035 | $2.73M | 1.7% | +5.4% | 0.023% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 254 | $33K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 51,886 | $6.71M | 0.3% | -7.3% | 0.056% | |
| 4/25/2025 | Shilanski & Associates Inc. | 40,208 | $5.22M | 1.6% | +7.6% | 0.043% | |
| 4/25/2025 | Essex Financial Services Inc. | 13,786 | $1.79M | 0.1% | -0.9% | 0.015% | |
| 4/25/2025 | RBA Wealth Management LLC | 2,616 | $339K | 0.1% | -6.0% | 0.003% | |
| 4/24/2025 | Cambridge Advisors Inc. | 4,978 | $646K | 0.1% | -10.8% | 0.005% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 1,600 | $208K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 3,478 | $451K | 0.0% | -14.5% | 0.004% | |
| 4/23/2025 | Security National Bank | 1,051 | $136K | 0.0% | -9.8% | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 792 | $103K | 0.0% | +100.0% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 13,452 | $1.75M | 0.0% | +1.2% | 0.014% | |
| 4/23/2025 | Spire Wealth Management | 839 | $109K | 0.0% | +28.5% | 0.001% | |
| 4/23/2025 | International Assets Investment Management LLC | 5,707 | $740K | 0.0% | +150.6% | 0.006% | |
| 4/23/2025 | Sheets Smith Wealth Management | 6,321 | $820K | 0.1% | -4.9% | 0.007% | |
| 4/23/2025 | Win Advisors Inc. | 23,332 | $3.03M | 1.6% | N/A | 0.025% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 27,719 | $3.60M | 0.0% | -7.6% | 0.030% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 34,418 | $4.46M | 1.1% | -1.3% | 0.037% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 1,633 | $212K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Valmark Advisers Inc. | 24,748 | $3.21M | 0.0% | +2.2% | 0.027% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 15,282 | $1.98M | 0.0% | +5.1% | 0.016% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 654 | $85K | 0.1% | N/A | 0.001% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 2,069 | $268K | 0.0% | -26.8% | 0.002% | |
| 4/22/2025 | TrueMark Investments LLC | 3,916 | $508K | 0.1% | N/A | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 113,789 | $14.76M | 0.0% | +8.2% | 0.123% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 7,664 | $994K | 0.8% | -1.2% | 0.008% | |
| 4/22/2025 | Stapp Wealth Management Pllc | 20,604 | $2.67M | 4.1% | +4.4% | 0.022% | |
| 4/22/2025 | Cherry Creek Investment Advisors Inc. | 22,918 | $2.97M | 1.5% | +0.8% | 0.025% | |
| 4/22/2025 | Atticus Wealth Management LLC | 6,273 | $814K | 0.3% | -4.6% | 0.007% | |
| 4/22/2025 | First PREMIER Bank | 1,586 | $206K | 0.1% | -17.2% | 0.002% | |
| 4/22/2025 | Nilsine Partners LLC | 1,975 | $256K | 0.0% | +10.6% | 0.002% | |
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| 4/22/2025 | Bonfire Financial | 16,302 | $2.12M | 1.9% | +7.4% | 0.018% | |
| 4/22/2025 | Advisor Resource Council | 19,476 | $2.53M | 0.2% | N/A | 0.021% | |
| 4/21/2025 | Colony Family Offices LLC | 5,323 | $690K | 0.2% | -15.0% | 0.006% | |
| 4/21/2025 | Blue Trust Inc. | 9,401 | $1.22M | 0.0% | +390.1% | 0.010% | |
| 4/21/2025 | Curran Financial Partners LLC | 12,440 | $1.61M | 0.4% | N/A | 0.013% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,167 | $407K | 0.1% | -13.5% | 0.003% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 48,067 | $6.24M | 0.6% | +1,934.2% | 0.052% | |
| 4/21/2025 | United Advisor Group LLC | 3,247 | $421K | 0.1% | +3.7% | 0.003% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 31,013 | $4.02M | 0.0% | +6.7% | 0.033% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 8,970 | $1.16M | 0.1% | -31.5% | 0.010% | |
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