| 5/2/2025 | Independent Wealth Network Inc. | 18,656 | $2.41M | 1.0% | +2.9% | 0.004% | |
| 5/2/2025 | Sachetta LLC | 1,129 | $146K | 0.1% | +34.4% | 0.000% | |
| 5/2/2025 | Armor Investment Advisors LLC | 57,506 | $7.42M | 3.1% | -0.5% | 0.013% | |
| 5/2/2025 | Retirement Planning Co of New England Inc. | 2,461 | $317K | 0.1% | -72.6% | 0.001% | |
| 5/2/2025 | Richard C. Young & CO. LTD. | 29,720 | $3.83M | 0.4% | +4.1% | 0.006% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 67,830 | $8.75M | 0.2% | +11.0% | 0.015% | |
| 5/2/2025 | Montis Financial LLC | 170,794 | $22.03M | 6.5% | -10.5% | 0.037% | |
| 5/2/2025 | Bailard Inc. | 11,622 | $1.50M | 0.0% | -11.4% | 0.003% | |
| 5/2/2025 | Concord Wealth Partners | 5,476 | $706K | 0.1% | +27.3% | 0.001% | |
| 5/2/2025 | Graypoint LLC | 21,760 | $2.81M | 0.2% | -2.1% | 0.005% | |
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| 5/2/2025 | Verdence Capital Advisors LLC | 27,075 | $3.49M | 0.3% | +0.7% | 0.006% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 7,083 | $913K | 0.1% | +1.2% | 0.002% | |
| 5/2/2025 | Hudock Inc. | 2,111 | $272K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Napatree Capital LLC | 9,315 | $1.20M | 0.7% | +16.0% | 0.002% | |
| 5/2/2025 | Allen Capital Group LLC | 46,339 | $5.98M | 0.7% | -3.4% | 0.010% | |
| 5/2/2025 | SKY Mountain Capital Management Inc. | 43,587 | $5.62M | 4.8% | N/A | 0.010% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 81,756 | $10.54M | 2.5% | -4.4% | 0.018% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 16,691 | $2.15M | 0.0% | +6.7% | 0.004% | |
| 5/2/2025 | BIP Wealth LLC | 56,122 | $7.24M | 0.5% | -8.2% | 0.012% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 86,716 | $11.18M | 0.7% | -7.0% | 0.019% | |
| 5/2/2025 | Concord Asset Management LLC VA | 6,825 | $832K | 0.2% | +113.7% | 0.001% | |
| 5/2/2025 | Larson Financial Group LLC | 13,250 | $1.71M | 0.1% | -2.7% | 0.003% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 2,224 | $287K | 0.0% | -8.3% | 0.000% | |
| 5/2/2025 | PAX Financial Group LLC | 27,286 | $3.52M | 0.6% | -10.3% | 0.006% | |
| 5/2/2025 | Wealthfront Advisers LLC | 10,424 | $1.34M | 0.0% | +62.2% | 0.002% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 11,374 | $1.47M | 0.2% | -3.6% | 0.002% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 25,272 | $3.26M | 0.1% | +9.1% | 0.006% | |
| 5/2/2025 | Whittier Trust Co. | 58,827 | $7.59M | 0.1% | -0.9% | 0.013% | |
| 5/2/2025 | Penney Financial LLC | 83,122 | $10.72M | 7.0% | +5.3% | 0.018% | |
| 5/2/2025 | First Command Advisory Services Inc. | 5,661 | $730K | 0.0% | -16.2% | 0.001% | |
| 5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 10,124 | $1.31M | 1.5% | -11.2% | 0.002% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 2,545 | $328K | 0.1% | -43.0% | 0.001% | |
| 5/2/2025 | Leo Wealth LLC | 7,503 | $968K | 0.1% | -73.8% | 0.002% | |
| 5/2/2025 | Dakota Wealth Management | 13,648 | $1.76M | 0.0% | +2.1% | 0.003% | |
| 5/2/2025 | Sumitomo Life Insurance Co. | 5,773,322 | $744.53M | 26.6% | -61.9% | 1.260% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 621,154 | $80.10M | 2.7% | +2.2% | 0.136% | |
| 5/2/2025 | Apollon Financial LLC | 6,756 | $871K | 0.2% | +1.7% | 0.001% | |
| 5/2/2025 | Apollon Wealth Management LLC | 38,050 | $4.91M | 0.1% | +8.6% | 0.008% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 1,645 | $212K | 0.1% | -8.9% | 0.000% | |
| 5/2/2025 | Bogart Wealth LLC | 9,291 | $1.20M | 0.1% | +1.7% | 0.002% | |
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| 5/2/2025 | Sigma Planning Corp | 33,788 | $4.36M | 0.1% | -7.8% | 0.007% | |
| 5/2/2025 | Signaturefd LLC | 10,888 | $1.40M | 0.0% | -0.9% | 0.002% | |
| 5/2/2025 | Edgestream Partners L.P. | 1,689 | $218K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Leelyn Smith LLC | 61,864 | $7.98M | 1.4% | -0.6% | 0.013% | |
| 5/1/2025 | Florida Financial Advisors LLC | 5,816 | $750K | 0.3% | +67.7% | 0.001% | |
| 5/1/2025 | Gould Asset Management LLC CA | 7,805 | $1.01M | 0.2% | -5.9% | 0.002% | |
| 5/1/2025 | Key Financial Inc | 8,639 | $1.11M | 0.2% | +18.0% | 0.002% | |
| 5/1/2025 | Pointe Capital Management LLC | 97,684 | $12.60M | 7.4% | +2.3% | 0.021% | |
| 5/1/2025 | Prudent Man Advisors LLC | 19,985 | $2.58M | 0.9% | -6.1% | 0.004% | |
| 5/1/2025 | Asset Dedication LLC | 5,750 | $741K | 0.1% | -29.8% | 0.001% | |
| 5/1/2025 | Cahaba Wealth Management Inc. | 5,378 | $694K | 0.1% | +5.1% | 0.001% | |
| 5/1/2025 | CWM LLC | 64,833 | $8.36M | 0.0% | +11.7% | 0.014% | |
| 5/1/2025 | Hughes Financial Services LLC | 432 | $56K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | V2 Financial group LLC | 3,200 | $413K | 0.3% | N/A | 0.001% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 262,767 | $33.89M | 10.9% | +3.4% | 0.057% | |
| 5/1/2025 | TruNorth Capital Management LLC | 693 | $89K | 0.0% | +645.2% | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 74,475 | $9.60M | 0.1% | -10.2% | 0.016% | |
| 5/1/2025 | Ballentine Partners LLC | 11,891 | $1.53M | 0.0% | -10.0% | 0.003% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 9,112 | $1.18M | 0.2% | +5.8% | 0.002% | |
| 5/1/2025 | Auour Investments LLC | 11,733 | $1.46M | 0.5% | -25.6% | 0.003% | |
| 5/1/2025 | Focused Wealth Management Inc | 206,076 | $26.58M | 3.6% | +0.1% | 0.045% | |
| 5/1/2025 | Stillwater Wealth Management Group | 3,478 | $449K | 0.4% | N/A | 0.001% | |
| 5/1/2025 | MilWealth Group LLC | 2,633 | $340K | 0.1% | -3.6% | 0.001% | |
| 5/1/2025 | Forum Private Client Group LLC | 175,834 | $22.68M | 9.8% | +2.7% | 0.038% | |
| 5/1/2025 | Hippocratic Financial Advisors LLC | 127,268 | $16.41M | 9.8% | +0.3% | 0.028% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 5,396 | $696K | 0.7% | -17.8% | 0.001% | |
| 5/1/2025 | Lane & Associates LLC | 46,450 | $5.99M | 3.2% | +19.2% | 0.010% | |
| 5/1/2025 | Fifth Third Securities Inc. | 5,136 | $662K | 0.1% | -5.6% | 0.001% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 4,241 | $547K | 0.2% | -2.6% | 0.001% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 8,613 | $1.11M | 0.2% | -2.0% | 0.002% | |
| 5/1/2025 | Barry Investment Advisors LLC | 4,793 | $618K | 0.2% | -4.6% | 0.001% | |
| 5/1/2025 | Diversify Wealth Management LLC | 17,200 | $2.14M | 0.2% | +7.0% | 0.004% | |
| 5/1/2025 | Fonville Wealth Management LLC | 17,463 | $2.20M | 0.6% | -1.8% | 0.004% | |
| 5/1/2025 | WESPAC Advisors LLC | 2,197 | $283K | 0.2% | -37.6% | 0.000% | |
| 5/1/2025 | Sage Rhino Capital LLC | 53,058 | $6.84M | 1.6% | -1.0% | 0.012% | |
| 5/1/2025 | Country Club Bank | 69,806 | $8.90M | 0.6% | -0.4% | 0.015% | |
| 5/1/2025 | Croban | 17,063 | $2.20M | 2.0% | N/A | 0.004% | |
| 4/30/2025 | Joseph Group Capital Management | 14,317 | $1.85M | 0.7% | -9.3% | 0.003% | |
| 4/30/2025 | MJP Associates Inc. ADV | 28,482 | $3.67M | 0.7% | +14.4% | 0.006% | |
| 4/30/2025 | Cerity Partners LLC | 607,208 | $78.31M | 0.2% | -0.3% | 0.132% | |
| 4/30/2025 | Hara Capital LLC | 1,336 | $172K | 0.1% | -8.6% | 0.000% | |
| 4/30/2025 | Telos Capital Management Inc. | 42,614 | $5.50M | 0.6% | +3.9% | 0.009% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 319 | $41K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Round Rock Advisors LLC | 292,497 | $37.72M | 7.0% | +10.2% | 0.064% | |
| 4/30/2025 | Allworth Financial LP | 695,462 | $85.83M | 0.5% | +2.7% | 0.152% | |
| 4/30/2025 | tru Independence LLC | 36,030 | $4.65M | 1.4% | +4.6% | 0.008% | |
| 4/30/2025 | Significant Wealth Partners LLC | 1,582 | $204K | 0.1% | N/A | 0.000% | |
| 4/30/2025 | Peddock Capital Advisors LLC | 3,718 | $479K | 0.1% | +3.7% | 0.001% | |
| 4/30/2025 | Forza Wealth Management LLC | 23,298 | $3.01M | 1.4% | -1.1% | 0.005% | |
| 4/30/2025 | Leavell Investment Management Inc. | 15,838 | $2.04M | 0.1% | +1.1% | 0.003% | |
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| 4/30/2025 | Mraz Amerine & Associates Inc. | 12,710 | $1.62M | 0.3% | -6.3% | 0.003% | |
| 4/30/2025 | Van Cleef Asset Management Inc | 1,663 | $214K | 0.0% | -16.9% | 0.000% | |
| 4/30/2025 | Topsail Wealth Management LLC | 1,479 | $191K | 0.0% | +12.2% | 0.000% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 7,449 | $961K | 0.1% | +14.0% | 0.002% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 6,747 | $870K | 0.0% | -8.2% | 0.001% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 18,093 | $2.33M | 0.1% | +13.1% | 0.004% | |
| 4/30/2025 | Slagle Financial LLC | 2,812 | $363K | 0.2% | -7.3% | 0.001% | |
| 4/30/2025 | Principal Securities Inc. | 41,546 | $5.30M | 0.1% | +0.4% | 0.009% | |
| 4/30/2025 | CORDA Investment Management LLC. | 35,703 | $4.60M | 0.4% | +12.2% | 0.008% | |
| 4/30/2025 | New Insight Wealth Advisors | 15,538 | $2.00M | 0.9% | +4.3% | 0.003% | |
