| 5/2/2025 | Grant Street Asset Management Inc. | 11,130 | $1.07M | 0.3% | -4.8% | 0.039% | |
| 5/2/2025 | Leo Wealth LLC | 13,351 | $1.29M | 0.2% | N/A | 0.047% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 2,873 | $277K | 0.1% | N/A | 0.010% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 2,285 | $221K | 0.2% | -5.1% | 0.008% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 8,098 | $782K | 0.1% | -6.0% | 0.028% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 25,811 | $2.49M | 1.6% | +9.2% | 0.091% | |
| 4/30/2025 | Cerity Partners LLC | 404,872 | $39.07M | 0.1% | +0.4% | 1.421% | |
| 4/30/2025 | Phillips Financial Management LLC | 36,024 | $3.48M | 0.3% | +0.3% | 0.126% | |
| 4/30/2025 | Allworth Financial LP | 7,121 | $657K | 0.0% | -13.4% | 0.025% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 19,474 | $1.88M | 0.0% | +6.9% | 0.068% | |
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| 4/30/2025 | Greenleaf Trust | 11,523 | $1.11M | 0.0% | +16.3% | 0.040% | |
| 4/30/2025 | New Insight Wealth Advisors | 113,291 | $10.93M | 5.0% | +2.5% | 0.398% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 3,460 | $334K | 0.0% | -5.9% | 0.012% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 2,604 | $251K | 0.1% | N/A | 0.009% | |
| 4/30/2025 | Sierra Capital LLC | 24,448 | $2.36M | 0.3% | +6.5% | 0.086% | |
| 4/30/2025 | Brown Advisory Inc. | 9,196 | $888K | 0.0% | +46.4% | 0.032% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 8,735 | $843K | 0.2% | N/A | 0.031% | |
| 4/30/2025 | Bryant Woods Investment Advisors LLC | 47,320 | $4.57M | 2.2% | -6.5% | 0.166% | |
| 4/29/2025 | Fairway Wealth LLC | 15,831 | $1.53M | 0.5% | -4.7% | 0.056% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 50,260 | $4.85M | 0.0% | -15.1% | 0.176% | |
| 4/29/2025 | One Day In July LLC | 228,366 | $22.04M | 2.2% | -2.8% | 0.802% | |
| 4/29/2025 | Stage Harbor Financial LLC | 2,624 | $253K | 0.2% | -15.5% | 0.009% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 61,278 | $5.91M | 0.1% | +4.2% | 0.215% | |
| 4/29/2025 | HM Payson & Co. | 12,267 | $1.18M | 0.0% | -35.0% | 0.043% | |
| 4/29/2025 | Macroview Investment Management LLC | 4,166 | $402K | 0.4% | +14.4% | 0.015% | |
| 4/29/2025 | Bank of New York Mellon Corp | 18,423 | $1.78M | 0.0% | +10.1% | 0.065% | |
| 4/28/2025 | D.A. Davidson & CO. | 24,224 | $2.34M | 0.0% | +3.8% | 0.085% | |
| 4/28/2025 | Sebold Capital Management Inc. | 46,389 | $4.48M | 2.9% | +4.0% | 0.163% | |
| 4/28/2025 | Arlington Trust Co LLC | 298 | $29K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 87,465 | $8.44M | 0.2% | -4.9% | 0.307% | |
| 4/28/2025 | Coastline Trust Co | 17,060 | $1.65M | 0.2% | -6.1% | 0.060% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 5,904 | $570K | 0.0% | -26.6% | 0.021% | |
| 4/25/2025 | Sovran Advisors LLC | 3,877 | $344K | 0.0% | -13.9% | 0.014% | |
| 4/24/2025 | TCV Trust & Wealth Management Inc. | 155,102 | $14.97M | 1.4% | -1.0% | 0.544% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 3,621 | $349K | 0.0% | +6.6% | 0.013% | |
| 4/23/2025 | Spire Wealth Management | 9,743 | $940K | 0.0% | -9.3% | 0.034% | |
| 4/23/2025 | waypoint wealth counsel | 11,664 | $1.13M | 0.7% | -3.9% | 0.041% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 3,629 | $350K | 0.1% | +3.3% | 0.013% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 4,913 | $474K | 0.1% | -3.0% | 0.017% | |
| 4/23/2025 | Valmark Advisers Inc. | 14,978 | $1.45M | 0.0% | +1.8% | 0.053% | |
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| 4/22/2025 | Flagship Harbor Advisors LLC | 4,622 | $446K | 0.0% | -20.7% | 0.016% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 121,183 | $11.70M | 0.0% | -1.4% | 0.425% | |
| 4/22/2025 | Flower City Capital | 32,683 | $3.15M | 2.1% | +7.9% | 0.115% | |
| 4/21/2025 | Davidson Capital Management Inc. | 108,501 | $10.47M | 2.8% | +20.0% | 0.381% | |
| 4/21/2025 | Essex Savings Bank | 2,624 | $253K | 0.1% | -15.5% | 0.009% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 11,505 | $1.11M | 0.1% | +18.7% | 0.040% | |
| 4/18/2025 | Financial Freedom LLC | 4,728 | $456K | 0.3% | -10.6% | 0.017% | |
| 4/17/2025 | Northstar Group Inc. | 7,023 | $678K | 0.1% | +7.0% | 0.025% | |
| 4/17/2025 | Rebalance LLC | 17,727 | $1.71M | 0.1% | +3.0% | 0.062% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 10,350 | $999K | 0.0% | N/A | 0.036% | |
| 4/16/2025 | CRA Financial Services LLC | 17,445 | $1.68M | 0.3% | +0.8% | 0.061% | |
| 4/16/2025 | Founders Grove Wealth Partners LLC | 2,364 | $228K | 0.1% | N/A | 0.008% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 57,899 | $5.59M | 0.4% | -6.7% | 0.204% | |
| 4/15/2025 | Investment Partners Asset Management Inc. | 2,193 | $212K | 0.2% | N/A | 0.008% | |
| 4/15/2025 | Orgel Wealth Management LLC | 1,187,480 | $114.60M | 3.0% | -27.1% | 4.175% | |
| 4/14/2025 | Moss Adams Wealth Advisors LLC | 7,986 | $771K | 0.1% | +26.8% | 0.028% | |
| 4/14/2025 | Wiser Wealth Management Inc | 126,303 | $12.19M | 3.4% | +3.0% | 0.444% | |
| 4/14/2025 | BCS Wealth Management | 18,662 | $1.80M | 0.5% | +7.7% | 0.066% | |
| 4/14/2025 | OLD National Bancorp IN | 151,969 | $14.67M | 0.4% | +6.9% | 0.534% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 4,126 | $376K | 0.4% | +3.1% | 0.015% | |
| 4/11/2025 | Snider Financial Group | 6,345 | $612K | 0.2% | +2.9% | 0.022% | |
| 4/10/2025 | Breakwater Capital Group | 15,229 | $1.47M | 0.3% | +9.4% | 0.054% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 483 | $47K | 0.0% | -78.9% | 0.002% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 3,200 | $309K | 0.1% | N/A | 0.011% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 19,533 | $1.92M | 0.1% | +6.4% | 0.069% | |
| 4/9/2025 | McLean Asset Management Corp | 7,781 | $751K | 0.2% | N/A | 0.027% | |
| 4/7/2025 | AdvisorNet Financial Inc | 79,919 | $7.71M | 0.6% | +11.7% | 0.281% | |
| 3/21/2025 | Nestegg Advisors Inc. | 4,956 | $542K | 0.5% | N/A | 0.017% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,853 | $303K | 0.0% | N/A | 0.010% | |
| 3/12/2025 | Centaurus Financial Inc. | 1,778 | $189K | 0.0% | -61.2% | 0.006% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 23,643 | $2.51M | 1.7% | -2.6% | 0.082% | |
| 2/27/2025 | Carolinas Wealth Consulting LLC | 149,185 | $15.82M | 2.7% | -19.6% | 0.517% | |
| 2/24/2025 | Ameriflex Group Inc. | 469 | $51K | 0.0% | N/A | 0.002% | |
| 2/22/2025 | American Trust | 4,357 | $462K | 0.0% | N/A | 0.017% | |
| 2/21/2025 | WNY Asset Management LLC | 12,965 | $1.38M | 0.2% | +1.2% | 0.050% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 23,643 | $2.51M | 1.8% | -2.6% | 0.090% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 3,974 | $421K | 0.2% | N/A | 0.015% | |
| 2/17/2025 | Shepherd Kaplan Krochuk LLC | 11,135 | $1.18M | 1.0% | +1.5% | 0.043% | |
| 2/17/2025 | Silvercrest Asset Management Group LLC | 30,827 | $3.27M | 0.0% | -41.7% | 0.118% | |
| 2/17/2025 | Royal Bank of Canada | 236,871 | $25.12M | 0.0% | +6.7% | 0.906% | |
| 2/17/2025 | Minot DeBlois Advisors LLC | 388 | $41K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Napa Wealth Management | 2,247 | $238K | 0.1% | -6.3% | 0.009% | |
| 2/17/2025 | Geller Advisors LLC | 11,374 | $1.21M | 0.1% | -4.2% | 0.043% | |
| 2/17/2025 | Greenline Partners LLC | 50,703 | $5.38M | 0.8% | +178.2% | 0.194% | |
| 2/17/2025 | Cresset Asset Management LLC | 5,788 | $614K | 0.0% | -50.0% | 0.022% | |
| 2/17/2025 | Cetera Investment Advisers | 337,411 | $35.78M | 0.1% | +6.5% | 1.290% | |
| 2/17/2025 | BOKF NA | 3,308 | $344K | 0.0% | -5.2% | 0.013% | |
| 2/17/2025 | Captrust Financial Advisors | 2,975 | $315K | 0.0% | +27.6% | 0.011% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 9,624 | $1.02M | 0.0% | N/A | 0.037% | |
| 2/17/2025 | Baird Financial Group Inc. | 6,858 | $727K | 0.0% | +56.4% | 0.026% | |
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| 2/17/2025 | Bank of America Corp DE | 1,169,001 | $123.96M | 0.0% | -5.8% | 4.470% | |
| 2/17/2025 | Ameriprise Financial Inc. | 337,913 | $35.83M | 0.0% | +1.6% | 1.292% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 8,663 | $919K | 0.0% | -19.7% | 0.033% | |
| 2/14/2025 | Jane Street Group LLC | 10,494 | $1.11M | 0.0% | N/A | 0.040% | |
| 2/14/2025 | Comerica Bank | 5,295 | $561K | 0.0% | -3.0% | 0.020% | |
| 2/14/2025 | Bellwether Advisors LLC | 280 | $30K | 0.0% | N/A | 0.001% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 2,474 | $262K | 0.0% | -32.0% | 0.009% | |
| 2/14/2025 | Betterment LLC | 21,654 | $2.30M | 0.0% | +11.3% | 0.083% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 4,993 | $529K | 0.0% | -3.3% | 0.019% | |
| 2/14/2025 | Capital Analysts LLC | 2,249 | $238K | 0.0% | +55.9% | 0.009% | |
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