| 5/2/2025 | Independent Wealth Network Inc. | 8,096 | $402K | 0.2% | +6.9% | 0.001% | |
| 5/2/2025 | Forum Financial Management LP | 57,602 | $2.86M | 0.0% | -56.6% | 0.008% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 19,713 | $966K | 0.4% | +1,216.8% | 0.003% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 104,151 | $5.17M | 0.1% | -1.8% | 0.014% | |
| 5/2/2025 | Members Trust Co | 2,423,576 | $120.26M | 4.2% | -1.0% | 0.336% | |
| 5/2/2025 | Bailard Inc. | 60,737 | $3.01M | 0.1% | -36.6% | 0.008% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 112,095 | $5.56M | 0.1% | +2.7% | 0.016% | |
| 5/2/2025 | Ascent Wealth Partners LLC | 10,035 | $498K | 0.1% | +2.7% | 0.001% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 29,202 | $1.45M | 0.1% | +6.5% | 0.004% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 108,557 | $5.39M | 0.8% | +7.8% | 0.015% | |
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| 5/2/2025 | Hudock Inc. | 8,552 | $424K | 0.1% | -8.6% | 0.001% | |
| 5/2/2025 | Dravo Bay LLC | 96,367 | $4.78M | 2.5% | -5.8% | 0.013% | |
| 5/2/2025 | Jacobson & Schmitt Advisors LLC | 187,525 | $9.31M | 1.9% | +1.8% | 0.026% | |
| 5/2/2025 | Allen Capital Group LLC | 6,279 | $312K | 0.0% | +5.2% | 0.001% | |
| 5/2/2025 | BIP Alliance LLC | 533,291 | $26.46M | 11.2% | +2.3% | 0.074% | |
| 5/2/2025 | Stevens Capital Partners | 12,950 | $643K | 0.3% | -13.6% | 0.002% | |
| 5/2/2025 | Theory Financial LLC | 56,138 | $2.79M | 1.2% | +66.5% | 0.008% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 17,485 | $868K | 0.8% | -1.6% | 0.002% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 63,811 | $3.17M | 1.7% | +0.5% | 0.009% | |
| 5/2/2025 | James Investment Research Inc. | 19,570 | $971K | 0.1% | -29.7% | 0.003% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 389,564 | $19.33M | 0.3% | -17.2% | 0.054% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 11,090 | $550K | 0.0% | N/A | 0.002% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 39,336 | $1.95M | 0.1% | +10.6% | 0.005% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 146,969 | $7.20M | 0.6% | N/A | 0.020% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 18,238 | $905K | 0.1% | +12.5% | 0.003% | |
| 5/2/2025 | Summit Wealth Group LLC | 222,180 | $11.03M | 3.2% | +44.2% | 0.031% | |
| 5/2/2025 | PAX Financial Group LLC | 5,000 | $248K | 0.0% | +14.2% | 0.001% | |
| 5/2/2025 | Wealthfront Advisers LLC | 22,920,470 | $1.14B | 3.2% | -6.4% | 3.180% | |
| 5/2/2025 | First Business Financial Services Inc. | 12,678 | $629K | 0.1% | N/A | 0.002% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 7,062 | $350K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Landaas & Co. WI ADV | 19,107 | $948K | 0.3% | +14.3% | 0.003% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 42,168 | $2.09M | 0.1% | -13.2% | 0.006% | |
| 5/2/2025 | Penney Financial LLC | 29,124 | $1.45M | 0.9% | +4.0% | 0.004% | |
| 5/2/2025 | Accredited Investor Services LLC | 53,664 | $2.66M | 2.2% | +66.1% | 0.007% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 18,765 | $931K | 0.2% | +38.0% | 0.003% | |
| 5/2/2025 | Firestone Capital Management | 189,867 | $9.42M | 2.5% | -0.2% | 0.026% | |
| 5/2/2025 | Leo Wealth LLC | 11,543 | $573K | 0.1% | -7.5% | 0.002% | |
| 5/2/2025 | LJI Wealth Management LLC | 25,319 | $1.26M | 0.3% | -1.0% | 0.004% | |
| 5/2/2025 | Lokken Investment Group LLC | 20,183 | $1.00M | 0.4% | +1.5% | 0.003% | |
| 5/2/2025 | Apollon Wealth Management LLC | 97,062 | $4.82M | 0.1% | -3.2% | 0.013% | |
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| 5/2/2025 | Sigma Planning Corp | 17,853 | $886K | 0.0% | +10.7% | 0.002% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 7,361 | $365K | 0.1% | +5.5% | 0.001% | |
| 5/2/2025 | Signaturefd LLC | 57,262 | $2.84M | 0.1% | -6.6% | 0.008% | |
| 5/2/2025 | Edgestream Partners L.P. | 63,922 | $3.17M | 0.1% | +8.9% | 0.009% | |
| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 55,897 | $2.77M | 0.6% | -1.4% | 0.008% | |
| 5/1/2025 | Bleakley Financial Group LLC | 1,466,100 | $72.75M | 2.3% | +6.6% | 0.203% | |
| 5/1/2025 | Key Financial Inc | 6,635 | $329K | 0.1% | +53.7% | 0.001% | |
| 5/1/2025 | LRI Investments LLC | 4,298 | $213K | 0.0% | +8.5% | 0.001% | |
| 5/1/2025 | Cahaba Wealth Management Inc. | 312,127 | $15.49M | 1.3% | +3.2% | 0.043% | |
| 5/1/2025 | Woodside Wealth Management LLC | 2,532 | $126K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | CWM LLC | 448,029 | $22.23M | 0.1% | -19.9% | 0.062% | |
| 5/1/2025 | Stephens Inc. AR | 37,429 | $1.86M | 0.0% | +3.6% | 0.005% | |
| 5/1/2025 | FDx Advisors Inc. | 48,682 | $2.42M | 0.8% | -6.1% | 0.007% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 7,552 | $375K | 0.2% | +34.6% | 0.001% | |
| 5/1/2025 | Riversedge Advisors LLC | 259,465 | $12.88M | 2.9% | +77.0% | 0.036% | |
| 5/1/2025 | Forum Private Client Group LLC | 25,333 | $1.26M | 0.5% | +9.0% | 0.004% | |
| 5/1/2025 | Lane & Associates LLC | 6,511 | $323K | 0.2% | -11.3% | 0.001% | |
| 5/1/2025 | Manuka Financial LLC | 96,886 | $4.81M | 3.1% | -2.1% | 0.013% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 5,893 | $292K | 0.1% | N/A | 0.001% | |
| 5/1/2025 | SteelPeak Wealth LLC | 59,121 | $2.93M | 0.1% | -1.2% | 0.008% | |
| 5/1/2025 | Fonville Wealth Management LLC | 4,703 | $233K | 0.1% | N/A | 0.001% | |
| 5/1/2025 | Sage Rhino Capital LLC | 39,794 | $1.98M | 0.5% | +5.8% | 0.006% | |
| 5/1/2025 | Country Club Bank | 44,426 | $2.20M | 0.1% | -3.7% | 0.006% | |
| 5/1/2025 | Croban | 20,585 | $1.02M | 0.9% | N/A | 0.003% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 91,002 | $4.45M | 0.5% | -15.9% | 0.013% | |
| 4/30/2025 | Luminvest Wealth Management LLC | 375,484 | $18.63M | 7.7% | -13.8% | 0.052% | |
| 4/30/2025 | Cerity Partners LLC | 4,109,767 | $203.93M | 0.4% | +2.8% | 0.570% | |
| 4/30/2025 | Phillips Financial Management LLC | 60,067 | $2.98M | 0.2% | -1.3% | 0.008% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 159,762 | $7.93M | 1.2% | +31.6% | 0.022% | |
| 4/30/2025 | Peoples Bank OH | 6,240 | $310K | 0.2% | N/A | 0.001% | |
| 4/30/2025 | Code Waechter LLC | 9,042 | $449K | 0.4% | N/A | 0.001% | |
| 4/30/2025 | Narus Financial Partners LLC | 11,075 | $550K | 0.2% | -13.1% | 0.002% | |
| 4/30/2025 | Round Rock Advisors LLC | 6,436 | $319K | 0.1% | -6.8% | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 657,146 | $32.05M | 0.2% | +1.2% | 0.091% | |
| 4/30/2025 | CFO4Life Group LLC | 18,755 | $931K | 0.2% | -6.9% | 0.003% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 461,894 | $22.92M | 0.7% | +14.0% | 0.064% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 274,795 | $13.64M | 0.1% | +145.1% | 0.038% | |
| 4/30/2025 | Topsail Wealth Management LLC | 1,280,464 | $63.54M | 12.9% | -0.8% | 0.178% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 75,759 | $3.76M | 0.1% | -35.8% | 0.011% | |
| 4/30/2025 | Financial Symmetry Inc | 4,569 | $227K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 5,453 | $271K | 0.2% | -52.6% | 0.001% | |
| 4/30/2025 | Partners in Financial Planning | 217,100 | $10.77M | 2.2% | +3.9% | 0.030% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 166,236 | $8.25M | 0.2% | -4.6% | 0.023% | |
| 4/30/2025 | M&T Bank Corp | 761,250 | $37.77M | 0.1% | 0.0% | 0.106% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 6,059 | $301K | 0.0% | -92.1% | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 179,402 | $8.90M | 0.1% | +3.5% | 0.025% | |
| 4/30/2025 | Navalign LLC | 20,339 | $1.01M | 0.3% | +62.8% | 0.003% | |
| 4/30/2025 | Vested Financial Planning LLC | 85,568 | $4.25M | 4.2% | +0.4% | 0.012% | |
| 4/30/2025 | Brown Advisory Inc. | 576,478 | $28.61M | 0.0% | +7.2% | 0.080% | |
| 4/30/2025 | Davidson Investment Advisors | 346,865 | $17.21M | 0.8% | +0.4% | 0.048% | |
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| 4/29/2025 | Centennial Bank AR | 2,333 | $116K | 0.1% | -68.2% | 0.000% | |
| 4/29/2025 | Fairway Wealth LLC | 549 | $27K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,701 | $829K | 0.0% | -5.0% | 0.002% | |
| 4/29/2025 | Jordan Park Group LLC | 466,078 | $23.13M | 1.7% | +0.3% | 0.065% | |
| 4/29/2025 | Callan Capital LLC | 550,027 | $27.29M | 2.0% | -23.7% | 0.076% | |
| 4/29/2025 | TD Private Client Wealth LLC | 152,555 | $7.57M | 0.2% | +2.0% | 0.021% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 8,594,409 | $426.46M | 0.1% | -15.8% | 1.192% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 17,906 | $888K | 0.2% | -5.2% | 0.002% | |
| 4/29/2025 | Astoria Strategic Wealth Inc. | 579,006 | $28.73M | 8.4% | +0.4% | 0.080% | |
| 4/29/2025 | Financial Architects LLC | 37,615 | $1.87M | 1.2% | +28.1% | 0.005% | |
