| 5/2/2025 | Patton Albertson Miller Group LLC | 18,515 | $3.82M | 0.6% | +14.6% | 0.006% | |
| 5/2/2025 | Independent Wealth Network Inc. | 6,951 | $1.44M | 0.6% | +20.1% | 0.002% | |
| 5/2/2025 | Carson Advisory Inc. | 1,083 | $224K | 0.2% | N/A | 0.000% | |
| 5/2/2025 | Burling Wealth Partners LLC | 2,493 | $515K | 0.1% | +5.0% | 0.001% | |
| 5/2/2025 | Forte Capital LLC ADV | 2,079 | $429K | 0.1% | -17.0% | 0.001% | |
| 5/2/2025 | Forum Financial Management LP | 7,332 | $1.51M | 0.0% | -27.7% | 0.002% | |
| 5/2/2025 | Asset Advisors Investment Management LLC | 142,232 | $29.37M | 3.1% | -0.9% | 0.046% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 217,262 | $44.86M | 0.8% | +1.2% | 0.070% | |
| 5/2/2025 | Montis Financial LLC | 1,567 | $324K | 0.1% | N/A | 0.001% | |
| 5/2/2025 | Bailard Inc. | 116,630 | $24.08M | 0.6% | -0.4% | 0.038% | |
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| 5/2/2025 | Graypoint LLC | 180,652 | $37.30M | 2.3% | -6.0% | 0.059% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 9,546 | $1.97M | 0.2% | -0.9% | 0.003% | |
| 5/2/2025 | HTG Investment Advisors Inc. | 2,924 | $604K | 0.3% | -12.1% | 0.001% | |
| 5/2/2025 | Windsor Capital Management LLC | 21,625 | $4.47M | 1.4% | -1.1% | 0.007% | |
| 5/2/2025 | Stevens Capital Partners | 994 | $205K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 7,582 | $1.57M | 1.5% | -13.5% | 0.002% | |
| 5/2/2025 | FWG Holdings LLC | 8,702 | $1.82M | 0.9% | N/A | 0.003% | |
| 5/2/2025 | James Investment Research Inc. | 41,215 | $8.51M | 1.1% | -12.3% | 0.013% | |
| 5/2/2025 | Welch & Forbes LLC | 3,754 | $775K | 0.0% | +13.7% | 0.001% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 11,329 | $2.34M | 0.5% | -3.3% | 0.004% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 13,911 | $2.87M | 0.0% | +28.0% | 0.005% | |
| 5/2/2025 | DDD Partners LLC | 8,810 | $1.82M | 0.2% | +2.9% | 0.003% | |
| 5/2/2025 | Victory Capital Management Inc. | 667,172 | $137.76M | 0.1% | +2.0% | 0.216% | |
| 5/2/2025 | BIP Wealth LLC | 4,618 | $954K | 0.1% | -6.1% | 0.001% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 15,597 | $3.22M | 0.2% | -12.1% | 0.005% | |
| 5/2/2025 | Ndwm LLC | 7,965 | $1.65M | 1.6% | -54.7% | 0.003% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 5,795 | $1.21M | 0.1% | N/A | 0.002% | |
| 5/2/2025 | Parthenon LLC | 1,700 | $351K | 0.0% | -12.8% | 0.001% | |
| 5/2/2025 | Midwest Professional Planners LTD. | 11,901 | $2.46M | 0.8% | N/A | 0.004% | |
| 5/2/2025 | Larson Financial Group LLC | 47,779 | $9.87M | 0.5% | +4.3% | 0.015% | |
| 5/2/2025 | Wealthfront Advisers LLC | 99,722 | $20.59M | 0.1% | -9.1% | 0.032% | |
| 5/2/2025 | First Business Financial Services Inc. | 13,135 | $2.71M | 0.3% | -1.1% | 0.004% | |
| 5/2/2025 | ESG Planning DBA Harper Investing | 6,803 | $1.41M | 0.9% | +32.9% | 0.002% | |
| 5/2/2025 | First Command Advisory Services Inc. | 2,594 | $536K | 0.0% | +14.4% | 0.001% | |
| 5/2/2025 | Mountain Hill Investment Partners Corp. | 10,741 | $2.22M | 2.2% | +7.9% | 0.003% | |
| 5/2/2025 | BluePointe Capital Management LLC | 22,404 | $4.63M | 1.8% | +98.9% | 0.007% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 2,585 | $534K | 0.1% | N/A | 0.001% | |
| 5/2/2025 | Firestone Capital Management | 3,077 | $635K | 0.2% | +5.4% | 0.001% | |
| 5/2/2025 | Dakota Wealth Management | 134,178 | $27.71M | 0.6% | -0.8% | 0.043% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 24,698 | $5.10M | 0.2% | +0.8% | 0.008% | |
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| 5/2/2025 | Apollon Financial LLC | 59,111 | $12.21M | 2.9% | -2.5% | 0.019% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 1,257 | $260K | 0.1% | +27.5% | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,594 | $3.43M | 0.1% | +0.8% | 0.005% | |
| 5/2/2025 | Sigma Planning Corp | 55,477 | $11.46M | 0.4% | +7.5% | 0.018% | |
| 5/2/2025 | Signaturefd LLC | 7,223 | $1.49M | 0.0% | +21.8% | 0.002% | |
| 5/2/2025 | Edgestream Partners L.P. | 2,549 | $526K | 0.0% | -55.2% | 0.001% | |
| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 2,148 | $444K | 0.1% | N/A | 0.001% | |
| 5/1/2025 | Parker Investment Management LLC | 311,965 | $64.42M | 11.4% | -0.3% | 0.101% | |
| 5/1/2025 | Florida Financial Advisors LLC | 32,983 | $6.81M | 2.7% | -11.7% | 0.011% | |
| 5/1/2025 | MTM Investment Management LLC | 9,453 | $1.97M | 0.8% | -1.0% | 0.003% | |
| 5/1/2025 | Corrado Advisors LLC | 16,391 | $3.38M | 2.3% | +6.9% | 0.005% | |
| 5/1/2025 | Zullo Investment Group Inc. | 32,607 | $6.73M | 2.9% | -0.5% | 0.011% | |
| 5/1/2025 | Legacy Financial Group Inc. | 1,850 | $382K | 0.1% | -22.9% | 0.001% | |
| 5/1/2025 | Whitener Capital Management Inc. | 4,060 | $838K | 0.2% | +20.2% | 0.001% | |
| 5/1/2025 | Oldfather Financial Services LLC | 2,559 | $528K | 0.2% | +2.9% | 0.001% | |
| 5/1/2025 | CWM LLC | 490,080 | $101.19M | 0.4% | +9.9% | 0.159% | |
| 5/1/2025 | TFR Capital LLC. | 1,319 | $272K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 71,861 | $14.84M | 0.5% | -1.1% | 0.023% | |
| 5/1/2025 | High Note Wealth LLC | 100,203 | $20.69M | 5.1% | -2.8% | 0.032% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 6,989 | $1.44M | 0.1% | +5.4% | 0.002% | |
| 5/1/2025 | Stephens Inc. AR | 50,631 | $10.45M | 0.2% | +4.3% | 0.016% | |
| 5/1/2025 | 3EDGE Asset Management LP | 59,531 | $12.29M | 0.8% | +15.9% | 0.019% | |
| 5/1/2025 | Platform Technology Partners | 2,160 | $446K | 0.1% | N/A | 0.001% | |
| 5/1/2025 | Realta Investment Advisors | 12,957 | $2.68M | 1.2% | -19.9% | 0.004% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 22,808 | $4.71M | 2.0% | +2.8% | 0.007% | |
| 5/1/2025 | Family Firm Inc. | 1,621 | $335K | 0.1% | -5.0% | 0.001% | |
| 5/1/2025 | Berbice Capital Management LLC | 1,053 | $217K | 0.2% | -34.7% | 0.000% | |
| 5/1/2025 | SkyOak Wealth LLC | 35,823 | $7.40M | 1.6% | -1.7% | 0.012% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 1,340 | $279K | 0.2% | N/A | 0.000% | |
| 5/1/2025 | IFC Advisors LLC | 19,482 | $4.02M | 0.8% | +0.8% | 0.006% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 180 | $37K | 0.0% | -26.2% | 0.000% | |
| 5/1/2025 | Fulcrum Equity Management | 18,699 | $3.86M | 4.2% | +7.9% | 0.006% | |
| 5/1/2025 | Harmony Asset Management LLC | 1,271 | $262K | 0.1% | -6.2% | 0.000% | |
| 5/1/2025 | WealthTrust Asset Management LLC | 1,724 | $356K | 0.3% | -16.6% | 0.001% | |
| 5/1/2025 | Fifth Third Securities Inc. | 59,782 | $12.34M | 1.0% | +6.0% | 0.019% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 3,860 | $797K | 0.2% | +109.6% | 0.001% | |
| 5/1/2025 | SteelPeak Wealth LLC | 56,754 | $11.72M | 0.5% | +39.0% | 0.018% | |
| 5/1/2025 | Diversify Wealth Management LLC | 21,864 | $4.57M | 0.3% | -5.1% | 0.007% | |
| 5/1/2025 | Fonville Wealth Management LLC | 1,559 | $322K | 0.1% | N/A | 0.001% | |
| 5/1/2025 | WESPAC Advisors LLC | 2,823 | $583K | 0.5% | -18.8% | 0.001% | |
| 5/1/2025 | Country Club Bank | 7,596 | $1.57M | 0.1% | +4.5% | 0.002% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 22,092 | $4.56M | 3.9% | +24.3% | 0.007% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 14,055 | $2.93M | 0.3% | +5.3% | 0.005% | |
| 4/30/2025 | Burford Brothers Inc. | 2,884 | $595K | 0.3% | -8.6% | 0.001% | |
| 4/30/2025 | Sharkey Howes & Javer | 13,576 | $2.80M | 0.4% | -5.2% | 0.004% | |
| 4/30/2025 | Cerity Partners LLC | 153,558 | $31.71M | 0.1% | -4.6% | 0.050% | |
| 4/30/2025 | Correct Capital Wealth Management | 7,361 | $1.52M | 0.2% | -6.0% | 0.002% | |
| 4/30/2025 | Narus Financial Partners LLC | 26,451 | $5.46M | 1.9% | +16.2% | 0.009% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 186 | $38K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Alps Advisors Inc. | 209,994 | $43.36M | 0.3% | +34.9% | 0.068% | |
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| 4/30/2025 | Round Rock Advisors LLC | 32,854 | $6.78M | 1.3% | +5.6% | 0.011% | |
| 4/30/2025 | Allworth Financial LP | 69,396 | $14.26M | 0.1% | -0.9% | 0.022% | |
| 4/30/2025 | Capital Insight Partners LLC | 52,654 | $10.87M | 1.9% | +137.0% | 0.017% | |
| 4/30/2025 | Stonebrook Private Inc. | 22,820 | $4.71M | 1.2% | -4.0% | 0.007% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 7,300 | $1.51M | 0.2% | -1.7% | 0.002% | |
| 4/30/2025 | CFO4Life Group LLC | 1,175 | $243K | 0.0% | +6.8% | 0.000% | |
| 4/30/2025 | True Vision MN LLC | 8,001 | $1.65M | 1.0% | +33.3% | 0.003% | |
| 4/30/2025 | Peddock Capital Advisors LLC | 14,014 | $2.89M | 0.7% | +1.2% | 0.005% | |
| 4/30/2025 | Leavell Investment Management Inc. | 2,403 | $496K | 0.0% | -16.8% | 0.001% | |
| 4/30/2025 | First Interstate Bank | 132,784 | $27.42M | 1.6% | -5.6% | 0.043% | |
