| 6/2/2025 | Modern Wealth Management LLC | 2,425 | $244K | 0.0% | N/A | 0.025% | |
| 5/20/2025 | Focus Partners Wealth | 6,080 | $611K | 0.0% | N/A | 0.063% | |
| 5/19/2025 | Jane Street Group LLC | 39,707 | $3.99M | 0.0% | N/A | 0.411% | |
| 5/19/2025 | SCS Capital Management LLC | 2,772 | $279K | 0.0% | N/A | 0.029% | |
| 5/16/2025 | McIlrath & Eck LLC | 3,650 | $367K | 0.0% | +8.2% | 0.040% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 36,084 | $3.63M | 0.1% | N/A | 0.394% | |
| 5/16/2025 | Jones Financial Companies Lllp | 28,506 | $2.87M | 0.0% | +451.6% | 0.312% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,935 | $597K | 0.0% | +124.5% | 0.065% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 115,487 | $11.61M | 1.0% | -11.1% | 1.262% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 3,969 | $399K | 0.1% | +33.4% | 0.043% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 49,152 | $4.94M | 0.1% | -0.5% | 0.537% | |
| 5/15/2025 | Graney & King LLC | 557 | $56K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 6,190 | $622K | 0.1% | +55.3% | 0.068% | |
| 5/14/2025 | Haverford Trust Co | 18,115 | $1.82M | 0.0% | +27.4% | 0.198% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 647,297 | $65.06M | 6.7% | +2.5% | 7.074% | |
| 5/14/2025 | Flow Traders U.S. LLC | 7,732 | $777K | 0.0% | +86.2% | 0.085% | |
| 5/14/2025 | Accredited Wealth Management LLC | 1,360 | $137K | 0.1% | +478.7% | 0.015% | |
| 5/13/2025 | Elequin Capital LP | 502 | $50K | 0.0% | -54.2% | 0.005% | |
| 5/13/2025 | Raymond James Financial Inc. | 72,223 | $7.26M | 0.0% | +26.6% | 0.789% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 14,624 | $1.47M | 0.1% | +12.4% | 0.160% | |
| 5/13/2025 | HighTower Advisors LLC | 2,437 | $245K | 0.0% | +18.8% | 0.027% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 28,407 | $2.86M | 0.0% | +70.3% | 0.310% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,514 | $956K | 0.1% | N/A | 0.104% | |
| 5/12/2025 | Maia Wealth LLC | 3,029 | $302K | 0.1% | +3.9% | 0.033% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 20,448 | $2.06M | 1.1% | +3.4% | 0.223% | |
| 5/9/2025 | PrairieView Partners LLC | 40,868 | $4.11M | 0.4% | +50.9% | 0.447% | |
| 5/8/2025 | Altiora Financial Group LLC | 42,118 | $4.23M | 0.9% | +13.0% | 0.460% | |
| 5/8/2025 | Harbour Investments Inc. | 1,200 | $121K | 0.0% | +25.0% | 0.013% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 3,447 | $346K | 0.0% | N/A | 0.038% | |
| 5/7/2025 | LPL Financial LLC | 21,177 | $2.13M | 0.0% | -5.1% | 0.231% | |
| 5/6/2025 | Cetera Investment Advisers | 69,712 | $7.01M | 0.0% | +161.4% | 0.762% | |
| 5/6/2025 | Burney Co. | 2,662 | $268K | 0.0% | N/A | 0.029% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 13,319 | $1.34M | 0.6% | +61.9% | 0.146% | |
| 5/6/2025 | VSM Wealth Advisory LLC | 3,494 | $351K | 0.1% | +10.6% | 0.038% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 9,800 | $985K | 0.4% | +53.1% | 0.107% | |
| 5/6/2025 | Integrity Investment Advisors LLC | 13,574 | $1.36M | 1.2% | N/A | 0.148% | |
| 5/5/2025 | TAGStone Capital Inc. | 25,576 | $2.57M | 1.3% | N/A | 0.280% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 10,943 | $1.10M | 0.0% | N/A | 0.120% | |
| 5/5/2025 | Private Advisor Group LLC | 18,230 | $1.83M | 0.0% | +35.9% | 0.199% | |
| 5/2/2025 | Montis Financial LLC | 4,456 | $448K | 0.1% | N/A | 0.049% | |
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| 5/2/2025 | Bridgewater Advisors Inc. | 6,797 | $680K | 0.1% | N/A | 0.074% | |
| 5/2/2025 | Firestone Capital Management | 45,505 | $4.57M | 1.2% | +10.4% | 0.497% | |
| 5/2/2025 | Dakota Wealth Management | 16,200 | $1.63M | 0.0% | +128.2% | 0.177% | |
| 5/1/2025 | Hughes Financial Services LLC | 68,801 | $6.91M | 1.4% | +347.9% | 0.752% | |
| 5/1/2025 | Oxbow Advisors LLC | 5,357 | $538K | 0.1% | -4.7% | 0.059% | |
| 4/30/2025 | Cerity Partners LLC | 3,794 | $381K | 0.0% | N/A | 0.041% | |
| 4/30/2025 | Brown Advisory Inc. | 39,708 | $3.99M | 0.0% | +105.1% | 0.434% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 51,783 | $5.21M | 0.0% | +159.7% | 0.566% | |
| 4/29/2025 | SwitchPoint Financial Planning LLC | 13,188 | $1.33M | 1.3% | -1.1% | 0.144% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 3,873 | $389K | 0.0% | +8.9% | 0.042% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 28,424 | $2.86M | 1.0% | +10.8% | 0.311% | |
| 4/28/2025 | Whitegate Investment Counselors Inc. | 21,130 | $2.12M | 0.8% | -15.0% | 0.231% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 3,344 | $336K | 0.0% | +17.5% | 0.044% | |
| 4/25/2025 | Essex Financial Services Inc. | 8,170 | $821K | 0.1% | -3.5% | 0.108% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 1,576 | $158K | 0.0% | N/A | 0.021% | |
| 4/24/2025 | Stone Summit Wealth LLC | 4,340 | $436K | 0.1% | -23.5% | 0.057% | |
| 4/23/2025 | GenTrust LLC | 34,167 | $3.43M | 0.2% | -17.4% | 0.450% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 10,217 | $1.03M | 0.8% | +26.7% | 0.134% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 32,932 | $3.31M | 0.3% | +11.7% | 0.433% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 12,959 | $1.30M | 0.1% | +14.1% | 0.171% | |
| 4/22/2025 | Diversified Portfolios Inc. | 19,994 | $2.01M | 0.2% | -21.4% | 0.263% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 2,759 | $277K | 0.0% | -42.0% | 0.036% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 5,286 | $531K | 0.3% | +113.5% | 0.070% | |
| 4/22/2025 | Garde Capital Inc. | 405 | $41K | 0.0% | N/A | 0.005% | |
| 4/22/2025 | Aspire Private Capital LLC | 11,976 | $1.20M | 0.3% | N/A | 0.158% | |
| 4/22/2025 | Mayport LLC | 28,968 | $2.91M | 0.8% | +2.3% | 0.381% | |
| 4/22/2025 | Evanson Asset Management LLC | 24,819 | $2.50M | 0.2% | -3.6% | 0.327% | |
| 4/21/2025 | Avior Wealth Management LLC | 6,090 | $612K | 0.0% | +1,118.0% | 0.080% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,761 | $378K | 0.0% | N/A | 0.049% | |
| 4/21/2025 | MGO Private Wealth LLC | 41,306 | $4.15M | 2.9% | +64.3% | 0.544% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 94,625 | $9.51M | 2.0% | -9.2% | 1.245% | |
| 4/17/2025 | Berkshire Bank | 17,693 | $1.78M | 0.4% | +108.6% | 0.233% | |
| 4/16/2025 | Avaii Wealth Management LLC | 2,530 | $254K | 0.1% | -5.9% | 0.033% | |
| 4/16/2025 | Capital Investment Services of America Inc. | 80,770 | $8.12M | 0.8% | -0.3% | 1.063% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 103,581 | $10.41M | 0.0% | -7.1% | 1.363% | |
| 4/16/2025 | CVA Family Office LLC | 3,503 | $352K | 0.1% | -22.2% | 0.046% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 13,219 | $1.33M | 0.2% | +12.8% | 0.174% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 12,959 | $1.30M | 0.0% | +14.1% | 0.171% | |
| 4/14/2025 | Single Point Partners LLC | 12,269 | $1.23M | 0.2% | +4.7% | 0.161% | |
| 4/14/2025 | Pillar Financial Advisors LLC | 8,013 | $805K | 0.6% | +5.6% | 0.105% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 941 | $94K | 0.1% | N/A | 0.012% | |
| 4/11/2025 | Gleason Group Inc. | 47,468 | $4.77M | 0.9% | +419.1% | 0.625% | |
| 4/11/2025 | Eagle Rock Investment Company LLC | 3,500 | $352K | 0.1% | N/A | 0.046% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 24,419 | $2.45M | 0.7% | +126.5% | 0.321% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 111,510 | $11.18M | 0.0% | +12.2% | 1.582% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 1,526 | $153K | 0.1% | N/A | 0.035% | |
| 2/18/2025 | Headinvest LLC | 7,934 | $795K | 0.2% | N/A | 0.182% | |
| 2/18/2025 | McIlrath & Eck LLC | 3,374 | $338K | 0.0% | +167.1% | 0.078% | |
| 2/18/2025 | Elequin Capital LP | 1,096 | $110K | 0.0% | N/A | 0.025% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 49,383 | $4.95M | 0.1% | N/A | 1.135% | |
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| 2/17/2025 | Waverly Advisors LLC | 5,740 | $575K | 0.0% | N/A | 0.132% | |
| 2/17/2025 | Cetera Investment Advisers | 26,666 | $2.67M | 0.0% | -5.2% | 0.613% | |
| 2/17/2025 | Cardiff Park Advisors LLC | 14,842 | $1.49M | 0.1% | +110.3% | 0.341% | |
| 2/17/2025 | Brown Wealth Management LLC | 2,642 | $265K | 0.1% | +33.2% | 0.061% | |
| 2/17/2025 | Bank of America Corp DE | 142,812 | $14.32M | 0.0% | +20.8% | 3.283% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 40,274 | $4.04M | 0.0% | +334.1% | 0.926% | |
| 2/14/2025 | Valley Financial Group Inc. | 2,130 | $214K | 0.1% | N/A | 0.049% | |
| 2/14/2025 | Bridgewealth Advisory Group LLC | 9,568 | $963K | 0.3% | +11.6% | 0.220% | |
| 2/14/2025 | Firestone Capital Management | 41,208 | $4.13M | 1.0% | +42.5% | 0.947% | |
| 2/14/2025 | Lido Advisors LLC | 2,993 | $300K | 0.0% | N/A | 0.069% | |
