| 5/2/2025 | Dakota Wealth Management | 53,559 | $9.23M | 0.2% | -2.2% | 0.009% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 719 | $124K | 0.0% | -9.9% | 0.000% | |
| 5/2/2025 | Apollon Financial LLC | 16,925 | $2.92M | 0.7% | N/A | 0.003% | |
| 5/2/2025 | Apollon Wealth Management LLC | 1,383 | $238K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Sigma Planning Corp | 3,161 | $545K | 0.0% | -33.8% | 0.001% | |
| 5/2/2025 | Signaturefd LLC | 1,916 | $330K | 0.0% | -11.7% | 0.000% | |
| 5/1/2025 | Gould Asset Management LLC CA | 38,409 | $6.62M | 1.4% | -0.7% | 0.007% | |
| 5/1/2025 | CWM LLC | 59,209 | $10.20M | 0.0% | +1.2% | 0.010% | |
| 5/1/2025 | Westmount Partners LLC | 4,074 | $702K | 0.2% | +176.0% | 0.001% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 3,526 | $607K | 0.0% | -2.1% | 0.001% | |
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| 5/1/2025 | Schechter Investment Advisors LLC | 77,522 | $13.35M | 1.1% | -0.4% | 0.013% | |
| 5/1/2025 | Curtis Advisory Group LLC | 17,779 | $3.06M | 0.9% | -2.7% | 0.003% | |
| 5/1/2025 | Ballentine Partners LLC | 74,501 | $12.83M | 0.2% | +2.3% | 0.013% | |
| 5/1/2025 | Coyle Financial Counsel LLC | 21,291 | $3.67M | 1.1% | -4.6% | 0.004% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 4,113 | $708K | 0.6% | -4.3% | 0.001% | |
| 5/1/2025 | Sage Rhino Capital LLC | 6,956 | $1.20M | 0.3% | +2.4% | 0.001% | |
| 4/30/2025 | Luminvest Wealth Management LLC | 20,152 | $3.47M | 1.4% | -8.4% | 0.003% | |
| 4/30/2025 | Cerity Partners LLC | 858,551 | $147.89M | 0.3% | +12.7% | 0.146% | |
| 4/30/2025 | Financial Synergies Wealth Advisors Inc. | 16,157 | $2.78M | 0.3% | -5.2% | 0.003% | |
| 4/30/2025 | Telos Capital Management Inc. | 13,872 | $2.39M | 0.3% | -0.7% | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 13,914 | $2.36M | 0.0% | -8.9% | 0.002% | |
| 4/30/2025 | Aurdan Capital Management LLC | 65,263 | $11.24M | 4.2% | +9.6% | 0.011% | |
| 4/30/2025 | Peoples Financial Services CORP. | 7,434 | $1.28M | 0.6% | -4.9% | 0.001% | |
| 4/30/2025 | Forthright Family Wealth Advisory LLC | 1,721 | $296K | 0.2% | -11.2% | 0.000% | |
| 4/30/2025 | Leavell Investment Management Inc. | 20,849 | $3.59M | 0.2% | +6.8% | 0.004% | |
| 4/30/2025 | Van Cleef Asset Management Inc | 352,034 | $60.64M | 6.9% | +0.9% | 0.060% | |
| 4/30/2025 | Topsail Wealth Management LLC | 46,809 | $8.06M | 1.6% | -0.4% | 0.008% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 6,600 | $1.14M | 0.3% | -39.1% | 0.001% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 1,189 | $205K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 635 | $105K | 0.0% | +68.0% | 0.000% | |
| 4/30/2025 | Principal Securities Inc. | 70,759 | $13.44M | 0.3% | +0.9% | 0.012% | |
| 4/30/2025 | Partners in Financial Planning | 16,146 | $2.78M | 0.6% | -4.1% | 0.003% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 513,098 | $88.39M | 1.3% | -2.7% | 0.087% | |
| 4/30/2025 | May Hill Capital LLC | 12,206 | $2.10M | 0.8% | -0.7% | 0.002% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 1,570 | $270K | 0.0% | -35.5% | 0.000% | |
| 4/30/2025 | Brown Financial Advisory | 1,487 | $256K | 0.2% | N/A | 0.000% | |
| 4/30/2025 | Vested Financial Planning LLC | 13,978 | $2.41M | 2.4% | +2.4% | 0.002% | |
| 4/30/2025 | Brown Advisory Inc. | 63,585 | $10.95M | 0.0% | -6.4% | 0.011% | |
| 4/30/2025 | Jessup Wealth Management Inc | 40,682 | $7.01M | 2.9% | +5.2% | 0.007% | |
| 4/30/2025 | Lincoln National Corp | 162,637 | $28.02M | 0.9% | +1.2% | 0.028% | |
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| 4/30/2025 | Synergy Investment Management LLC | 3,048 | $525K | 0.2% | +2.4% | 0.001% | |
| 4/29/2025 | Fairway Wealth LLC | 86,674 | $14.93M | 4.5% | +97.5% | 0.015% | |
| 4/29/2025 | Jordan Park Group LLC | 16,014 | $2.76M | 0.2% | -23.0% | 0.003% | |
| 4/29/2025 | TD Private Client Wealth LLC | 397,338 | $68.45M | 1.9% | +8.7% | 0.068% | |
| 4/29/2025 | Apex Wealth Management LLC | 2,548 | $439K | 0.4% | -13.1% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,735,826 | $471.27M | 0.2% | -6.8% | 0.465% | |
| 4/29/2025 | Tradewinds LLC. | 3,912 | $674K | 0.2% | -3.8% | 0.001% | |
| 4/29/2025 | Olistico Wealth LLC | 2,298 | $396K | 0.2% | -11.0% | 0.000% | |
| 4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 10,276 | $1.77M | 0.3% | -3.2% | 0.002% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 16,367 | $2.82M | 0.1% | +24.4% | 0.003% | |
| 4/29/2025 | DT Investment Partners LLC | 153 | $26K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 60,233 | $10.38M | 0.0% | +10.3% | 0.010% | |
| 4/29/2025 | World Investment Advisors | 23,974 | $4.13M | 0.1% | -19.1% | 0.004% | |
| 4/29/2025 | Wayfinding Financial LLC | 464 | $80K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Columbia River Financial Group LLC | 62,546 | $10.77M | 7.2% | -8.0% | 0.011% | |
| 4/29/2025 | Bestgate Wealth Advisors LLC | 8,727 | $1.50M | 3.1% | +48.2% | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 11,618 | $2.00M | 0.1% | N/A | 0.002% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 4,544 | $786K | 0.1% | +19.8% | 0.001% | |
| 4/29/2025 | Values Added Financial LLC | 17,050 | $2.94M | 1.6% | -1.5% | 0.003% | |
| 4/28/2025 | North Capital Inc. | 533 | $92K | 0.1% | N/A | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 75,460 | $13.00M | 0.1% | +4.4% | 0.013% | |
| 4/28/2025 | Mutual Advisors LLC | 51,851 | $8.82M | 0.3% | -0.7% | 0.009% | |
| 4/28/2025 | Gutierrez Wealth Advisory LLC | 45,306 | $7.80M | 6.3% | +5.5% | 0.008% | |
| 4/28/2025 | MontVue Capital Management Inc. | 26,105 | $4.50M | 3.6% | -0.2% | 0.004% | |
| 4/28/2025 | First Horizon Advisors Inc. | 2,813 | $485K | 0.0% | -37.8% | 0.000% | |
| 4/28/2025 | Private Trust Co. NA | 2,786 | $480K | 0.0% | +45.3% | 0.000% | |
| 4/28/2025 | Arlington Trust Co LLC | 400 | $69K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Fiduciary Group LLC | 58,539 | $10.08M | 1.0% | -1.4% | 0.010% | |
| 4/28/2025 | Fedenia Advisers LLC | 11,012 | $1.90M | 1.2% | +5.2% | 0.002% | |
| 4/28/2025 | Keybank National Association OH | 8,914 | $1.54M | 0.0% | +0.9% | 0.002% | |
| 4/28/2025 | Rossby Financial LCC | 1,213 | $206K | 0.1% | -29.9% | 0.000% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 49,431 | $8.52M | 6.5% | -0.5% | 0.008% | |
| 4/25/2025 | Mather Group LLC. | 146,754 | $25.28M | 0.3% | +1.5% | 0.025% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 7,735 | $1.33M | 0.1% | +26.1% | 0.001% | |
| 4/25/2025 | New Perspectives Inc | 1,691 | $291K | 0.2% | -6.8% | 0.000% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 859 | $148K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 19,945 | $3.64M | 0.1% | +0.6% | 0.003% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 399 | $69K | 0.0% | -14.6% | 0.000% | |
| 4/25/2025 | Hills Bank & Trust Co | 12,342 | $2.13M | 0.1% | +4.0% | 0.002% | |
| 4/25/2025 | L.K. Benson & Company P.C. | 16,992 | $2.93M | 2.0% | -1.4% | 0.003% | |
| 4/25/2025 | Journey Beyond Wealth LLC | 64,226 | $11.06M | 10.3% | +4.1% | 0.011% | |
| 4/25/2025 | Westfuller Advisors LLC | 5,564 | $958K | 0.6% | +7.4% | 0.001% | |
| 4/24/2025 | Golden State Wealth Management LLC | 222 | $38K | 0.0% | +69.5% | 0.000% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 8,629 | $1.43M | 0.1% | N/A | 0.001% | |
| 4/24/2025 | Bordeaux Wealth Advisors LLC | 19,999 | $3.45M | 0.6% | -2.4% | 0.003% | |
| 4/24/2025 | BSW Wealth Partners | 2,779 | $479K | 0.1% | -2.6% | 0.000% | |
| 4/24/2025 | Reston Wealth Management LLC | 2,862 | $493K | 0.2% | -29.4% | 0.000% | |
| 4/24/2025 | Bull Street Advisors LLC | 6,550 | $1.13M | 0.5% | +13.0% | 0.001% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 23,700 | $4.08M | 0.1% | -1.4% | 0.004% | |
| 4/24/2025 | Victrix Investment Advisors | 4,752 | $819K | 0.4% | N/A | 0.001% | |
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| 4/24/2025 | Diversified Trust Co | 433,263 | $74.63M | 1.8% | -0.1% | 0.074% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 1,477 | $254K | 0.1% | -23.7% | 0.000% | |
| 4/24/2025 | Family CFO Inc | 14,793 | $2.55M | 1.4% | +2.7% | 0.003% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 29,409 | $5.07M | 1.2% | +6.5% | 0.005% | |
| 4/23/2025 | Western Wealth Management LLC | 1,769 | $305K | 0.0% | -6.7% | 0.000% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 2,255 | $388K | 0.0% | +103.9% | 0.000% | |
| 4/23/2025 | Pure Financial Advisors LLC | 37,171 | $6.40M | 0.1% | +22.9% | 0.006% | |
| 4/23/2025 | SOL Capital Management CO | 74,778 | $12.88M | 1.4% | +0.7% | 0.013% | |
| 4/23/2025 | Security National Bank | 26,355 | $4.54M | 0.9% | -0.2% | 0.004% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 263 | $45K | 0.0% | -56.6% | 0.000% | |
