| 5/2/2025 | Retirement Planning Co of New England Inc. | 6,550 | $632K | 0.2% | N/A | 0.003% | |
| 5/2/2025 | Asset Advisors Investment Management LLC | 232,133 | $22.39M | 2.4% | +4.0% | 0.110% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 379,926 | $36.64M | 0.7% | -4.2% | 0.180% | |
| 5/2/2025 | Bailard Inc. | 12,139 | $1.17M | 0.0% | -3.8% | 0.006% | |
| 5/2/2025 | Graypoint LLC | 169,945 | $16.39M | 1.0% | -9.7% | 0.081% | |
| 5/2/2025 | Ascent Wealth Partners LLC | 60,433 | $5.83M | 0.8% | +1.2% | 0.029% | |
| 5/2/2025 | Theory Financial LLC | 158,754 | $15.31M | 6.5% | +28.5% | 0.075% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 7,997 | $771K | 0.7% | +74.2% | 0.004% | |
| 5/2/2025 | Parcion Private Wealth LLC | 53,498 | $5.16M | 0.4% | N/A | 0.025% | |
| 5/2/2025 | DDD Partners LLC | 19,246 | $1.86M | 0.2% | +2.7% | 0.009% | |
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| 5/2/2025 | Victory Capital Management Inc. | 668,606 | $64.49M | 0.1% | -5.7% | 0.318% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 7,712 | $744K | 0.0% | N/A | 0.004% | |
| 5/2/2025 | Larson Financial Group LLC | 5,321 | $513K | 0.0% | +7.1% | 0.003% | |
| 5/2/2025 | Wealthfront Advisers LLC | 8,147 | $786K | 0.0% | -12.4% | 0.004% | |
| 5/2/2025 | Invera Wealth Advisors LLC | 2,158 | $208K | 0.2% | -7.8% | 0.001% | |
| 5/2/2025 | Dakota Wealth Management | 96,201 | $9.28M | 0.2% | -36.1% | 0.046% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 445 | $43K | 0.0% | +36.9% | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 6,547 | $631K | 0.0% | -6.3% | 0.003% | |
| 5/2/2025 | Sigma Planning Corp | 27,068 | $2.61M | 0.1% | -13.0% | 0.013% | |
| 5/2/2025 | Signaturefd LLC | 2,032 | $196K | 0.0% | -21.8% | 0.001% | |
| 5/1/2025 | Florida Financial Advisors LLC | 10,979 | $1.06M | 0.4% | +71.3% | 0.005% | |
| 5/1/2025 | CWM LLC | 325,672 | $31.41M | 0.1% | +6.2% | 0.155% | |
| 5/1/2025 | High Note Wealth LLC | 58,532 | $5.65M | 1.4% | -3.7% | 0.028% | |
| 5/1/2025 | Stephens Inc. AR | 39,072 | $3.77M | 0.1% | -29.5% | 0.019% | |
| 5/1/2025 | 3EDGE Asset Management LP | 38,422 | $3.68M | 0.3% | -9.5% | 0.018% | |
| 5/1/2025 | Realta Investment Advisors | 18,039 | $1.74M | 0.8% | -15.1% | 0.009% | |
| 5/1/2025 | Rational Advisors Inc. | 7,005 | $676K | 0.1% | -13.7% | 0.003% | |
| 5/1/2025 | Fulcrum Equity Management | 32,549 | $3.14M | 3.4% | +63.8% | 0.015% | |
| 5/1/2025 | Park Square Financial Group LLC | 375 | $36K | 0.0% | -41.0% | 0.000% | |
| 5/1/2025 | SteelPeak Wealth LLC | 73,401 | $7.08M | 0.3% | -3.3% | 0.035% | |
| 4/30/2025 | Burford Brothers Inc. | 7,031 | $678K | 0.3% | -7.6% | 0.003% | |
| 4/30/2025 | CFC Planning Co LLC | 17,498 | $1.69M | 1.8% | -29.5% | 0.008% | |
| 4/30/2025 | Cerity Partners LLC | 26,434 | $2.55M | 0.0% | -22.4% | 0.013% | |
| 4/30/2025 | Astra Wealth Partners LLC | 3,911 | $377K | 0.3% | +22.4% | 0.002% | |
| 4/30/2025 | Alps Advisors Inc. | 460,621 | $44.43M | 0.3% | +22.8% | 0.219% | |
| 4/30/2025 | Allworth Financial LP | 2,560 | $240K | 0.0% | +252.1% | 0.001% | |
| 4/30/2025 | Capital Insight Partners LLC | 33,458 | $3.23M | 0.6% | N/A | 0.016% | |
| 4/30/2025 | Stonebrook Private Inc. | 3,372 | $325K | 0.1% | +46.7% | 0.002% | |
| 4/30/2025 | True Vision MN LLC | 3,755 | $362K | 0.2% | -51.8% | 0.002% | |
| 4/30/2025 | Leavell Investment Management Inc. | 5,831 | $562K | 0.0% | +23.0% | 0.003% | |
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| 4/30/2025 | First Interstate Bank | 152,568 | $14.72M | 0.9% | -10.5% | 0.072% | |
| 4/30/2025 | Van Cleef Asset Management Inc | 3,505 | $338K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 2,126 | $205K | 0.0% | -91.8% | 0.001% | |
| 4/30/2025 | Harvey Capital Management Inc. | 3,905 | $377K | 0.1% | -5.1% | 0.002% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 1,130 | $104K | 0.0% | +137.4% | 0.001% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 3,123 | $301K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Trek Financial LLC | 161,856 | $15.61M | 1.1% | +4.6% | 0.077% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 3,475 | $335K | 0.0% | -98.2% | 0.002% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 7,367 | $711K | 0.0% | -10.2% | 0.003% | |
| 4/30/2025 | M&T Bank Corp | 19,994 | $1.93M | 0.0% | -69.5% | 0.009% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 27,216 | $2.63M | 0.0% | -5.4% | 0.013% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 13,242 | $1.28M | 0.1% | +125.0% | 0.006% | |
| 4/30/2025 | Stratos Investment Management LLC | 4,175 | $403K | 0.0% | +3.8% | 0.002% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 16,244 | $1.57M | 0.1% | -12.1% | 0.008% | |
| 4/30/2025 | Brown Advisory Inc. | 16,332 | $1.58M | 0.0% | +529.1% | 0.008% | |
| 4/30/2025 | Sharper & Granite LLC | 57,188 | $5.52M | 2.3% | -3.6% | 0.027% | |
| 4/30/2025 | Bank Hapoalim BM | 251,759 | $24.28M | 3.5% | +122.9% | 0.120% | |
| 4/30/2025 | Capital Management Associates Inc | 3,044 | $294K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Client First Capital LLC | 89,095 | $8.59M | 4.4% | -4.6% | 0.042% | |
| 4/30/2025 | Interchange Capital Partners LLC | 2,505 | $242K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | Centennial Bank AR | 306 | $30K | 0.0% | -56.7% | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 14,600 | $1.41M | 0.0% | -2.0% | 0.007% | |
| 4/29/2025 | Richard Bernstein Advisors LLC | 685,668 | $66.13M | 1.6% | N/A | 0.326% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 6,650 | $641K | 0.1% | +4.5% | 0.003% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 7,742 | $747K | 0.3% | +29,676.9% | 0.004% | |
| 4/29/2025 | Cooksen Wealth LLC | 33,327 | $3.21M | 3.2% | -11.1% | 0.016% | |
| 4/29/2025 | Callan Capital LLC | 49,662 | $4.79M | 0.4% | -1.2% | 0.024% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 5,273,154 | $508.60M | 0.2% | +19.7% | 2.504% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 5,357 | $516K | 0.2% | -3.3% | 0.003% | |
| 4/29/2025 | Chilton Capital Management LLC | 4,200 | $405K | 0.0% | -4.3% | 0.002% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 7,745 | $747K | 0.2% | -3.9% | 0.004% | |
| 4/29/2025 | One Day In July LLC | 4,341 | $419K | 0.0% | +33.2% | 0.002% | |
| 4/29/2025 | Vickerman Investment Advisors Inc. | 103,869 | $10.02M | 2.3% | -4.7% | 0.049% | |
| 4/29/2025 | Novare Capital Management LLC | 20,500 | $1.98M | 0.2% | -6.5% | 0.010% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 77,355 | $7.46M | 0.2% | +10.9% | 0.037% | |
| 4/29/2025 | Simmons Bank | 42,348 | $4.08M | 0.3% | -0.8% | 0.020% | |
| 4/29/2025 | Bank of New York Mellon Corp | 31,690 | $3.06M | 0.0% | +18.8% | 0.015% | |
| 4/29/2025 | World Investment Advisors | 11,814 | $1.14M | 0.0% | -6.7% | 0.006% | |
| 4/29/2025 | Truist Financial Corp | 2,553,516 | $246.29M | 0.4% | -3.5% | 1.213% | |
| 4/29/2025 | Strategic Blueprint LLC | 2,658 | $256K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 40,190 | $3.88M | 0.1% | -13.3% | 0.019% | |
| 4/29/2025 | SMART Wealth LLC | 29,310 | $2.83M | 1.0% | +21.1% | 0.014% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,070,939 | $199.74M | 2.6% | +0.1% | 0.984% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,720 | $739K | 0.1% | -27.1% | 0.004% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 94,964 | $9.16M | 1.3% | -32.8% | 0.045% | |
| 4/28/2025 | Mutual Advisors LLC | 41,781 | $3.94M | 0.1% | -12.3% | 0.020% | |
| 4/28/2025 | MontVue Capital Management Inc. | 19,232 | $1.86M | 1.5% | -3.7% | 0.009% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 5,290 | $510K | 0.2% | N/A | 0.003% | |
| 4/28/2025 | Acute Investment Advisory LLC | 4,718 | $455K | 2.3% | -79.9% | 0.002% | |
| 4/28/2025 | Private Trust Co. NA | 14,182 | $1.37M | 0.1% | -9.4% | 0.007% | |
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| 4/28/2025 | Fiduciary Group LLC | 23,367 | $2.25M | 0.2% | +12.9% | 0.011% | |
| 4/28/2025 | Swmg LLC | 4,256 | $402K | 0.2% | -11.9% | 0.002% | |
| 4/28/2025 | Kanawha Capital Management LLC | 2,120 | $204K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Penobscot Wealth Management | 4,880 | $471K | 0.2% | N/A | 0.002% | |
| 4/28/2025 | Harbour Trust & Investment Management Co | 93,997 | $9.07M | 1.1% | -27.7% | 0.045% | |
| 4/28/2025 | Keybank National Association OH | 13,551 | $1.31M | 0.0% | +2.4% | 0.006% | |
| 4/28/2025 | DAVENPORT & Co LLC | 116,625 | $11.25M | 0.1% | -6.0% | 0.055% | |
| 4/28/2025 | Provident Co of the Employees of the Hebrew University LTD | 3,254 | $314K | 0.4% | -45.4% | 0.002% | |
| 4/28/2025 | BLB&B Advisors LLC | 31,998 | $3.09M | 0.2% | +625.7% | 0.015% | |
| 4/28/2025 | Rovin Capital UT ADV | 21,325 | $2.06M | 0.7% | -7.9% | 0.010% | |
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