| 4/17/2025 | Robertson Stephens Wealth Management LLC | 25,875 | $1.26M | 0.0% | N/A | 0.002% | |
| 4/17/2025 | Chicago Capital LLC | 12,547 | $613K | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Inscription Capital LLC | 15,508 | $763K | 0.1% | N/A | 0.001% | |
| 4/17/2025 | Breakwater Investment Management | 223,837 | $10.93M | 4.7% | -4.1% | 0.017% | |
| 4/17/2025 | P E Global LLC | 1,430,852 | $69.85M | 15.8% | +5.6% | 0.111% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 28,603,121 | $1.40B | 13.6% | +3.6% | 2.209% | |
| 4/17/2025 | Sowell Financial Services LLC | 39,190 | $1.91M | 0.1% | +2.3% | 0.003% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,673,687 | $81.71M | 0.2% | -0.2% | 0.129% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 6,145 | $300K | 0.0% | +17.9% | 0.000% | |
| 4/17/2025 | Stewardship Advisors LLC | 22,885 | $1.12M | 0.3% | +11.1% | 0.002% | |
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| 4/17/2025 | HT Partners LLC | 75,822 | $3.70M | 1.3% | -0.5% | 0.006% | |
| 4/17/2025 | North Star Investment Management Corp. | 31,922 | $1.56M | 0.1% | +2.6% | 0.002% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 16,817 | $821K | 0.0% | -16.1% | 0.001% | |
| 4/17/2025 | Sound Income Strategies LLC | 13,172 | $643K | 0.0% | +483.6% | 0.001% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 119,740 | $5.86M | 1.0% | +14.1% | 0.009% | |
| 4/17/2025 | Affinity Capital Advisors LLC | 4,637 | $227K | 0.0% | -8.1% | 0.000% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 229,820 | $11.22M | 0.4% | N/A | 0.018% | |
| 4/16/2025 | Lam Group Inc. | 27,165 | $1.33M | 1.0% | -58.0% | 0.002% | |
| 4/16/2025 | Southland Equity Partners LLC | 20,809 | $1.02M | 0.2% | -1.4% | 0.002% | |
| 4/16/2025 | Farmers & Merchants Investments Inc. | 3,131 | $153K | 0.0% | -31.7% | 0.000% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 382,985 | $18.70M | 0.0% | +6.9% | 0.030% | |
| 4/16/2025 | Meritas Wealth Management LLC | 21,596 | $1.05M | 0.6% | +29.8% | 0.002% | |
| 4/16/2025 | ShankerValleau Wealth Advisors Inc. | 284,785 | $13.90M | 4.5% | +4.0% | 0.022% | |
| 4/16/2025 | New Century Financial Group LLC | 37,900 | $1.85M | 2.1% | -7.9% | 0.003% | |
| 4/16/2025 | Defined Wealth Management LLC | 23,476 | $1.15M | 0.8% | +49.8% | 0.002% | |
| 4/16/2025 | Martel Wealth Advisors Inc | 75,636 | $3.69M | 0.7% | +4.6% | 0.006% | |
| 4/16/2025 | Donald L. Hagan LLC | 5,126 | $250K | 0.1% | +24.8% | 0.000% | |
| 4/16/2025 | RMR Wealth Builders | 288,164 | $14.07M | 1.5% | +9.9% | 0.022% | |
| 4/16/2025 | Hassell Wealth Management LLC | 453,203 | $22.24M | 9.4% | +7.0% | 0.035% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 236,808 | $11.56M | 0.9% | +6.6% | 0.018% | |
| 4/16/2025 | Rockland Trust Co. | 19,885 | $971K | 0.0% | -20.0% | 0.002% | |
| 4/16/2025 | Neumann Capital Management LLC | 92,401 | $4.51M | 1.6% | +2.4% | 0.007% | |
| 4/15/2025 | Kelly Financial Services LLC | 7,100 | $347K | 0.1% | -39.1% | 0.001% | |
| 4/15/2025 | Net Worth Advisory Group | 255,321 | $12.47M | 3.9% | +0.7% | 0.020% | |
| 4/15/2025 | Total Wealth Planning LLC | 380,117 | $18.56M | 2.8% | +2.6% | 0.029% | |
| 4/15/2025 | Braun Bostich & Associates Inc. | 90,951 | $4.44M | 3.3% | +1.4% | 0.007% | |
| 4/15/2025 | Fifth Third Bancorp | 36,984 | $1.81M | 0.0% | -6.3% | 0.003% | |
| 4/15/2025 | Simon Quick Advisors LLC | 17,175 | $838K | 0.0% | -16.2% | 0.001% | |
| 4/15/2025 | Skyline Advisors Inc. | 33,678 | $1.64M | 0.6% | -2.2% | 0.003% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 8,874 | $433K | 0.0% | +87.3% | 0.001% | |
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| 4/15/2025 | Focus Financial Network Inc. | 7,588 | $370K | 0.0% | -18.6% | 0.001% | |
| 4/15/2025 | Charis Legacy Partners LLC | 31,444 | $1.54M | 2.9% | -15.5% | 0.002% | |
| 4/15/2025 | CX Institutional | 615,639 | $30.06M | 1.1% | -5.3% | 0.048% | |
| 4/15/2025 | Integrated Advisors Network LLC | 53,772 | $2.63M | 0.1% | -0.4% | 0.004% | |
| 4/15/2025 | Accurate Wealth Management LLC | 6,317 | $309K | 0.1% | -25.6% | 0.000% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 81,955 | $4.00M | 0.1% | +0.5% | 0.006% | |
| 4/14/2025 | Farther Finance Advisors LLC | 187,715 | $9.17M | 0.2% | +284.8% | 0.014% | |
| 4/14/2025 | Wiser Wealth Management Inc | 375,519 | $18.33M | 5.1% | -1.7% | 0.029% | |
| 4/14/2025 | Park Avenue Securities LLC | 290,720 | $14.19M | 0.2% | -0.1% | 0.022% | |
| 4/14/2025 | Greenspring Advisors LLC | 26,903 | $1.31M | 0.3% | +30.6% | 0.002% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 86,083 | $4.20M | 0.3% | +0.7% | 0.007% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 118,442 | $5.78M | 4.1% | +942.6% | 0.009% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 16,544 | $808K | 0.1% | +100.8% | 0.001% | |
| 4/14/2025 | Baron Financial Group LLC | 94,335 | $4.61M | 2.9% | +10.5% | 0.007% | |
| 4/14/2025 | Wedmont Private Capital | 514,152 | $25.14M | 1.3% | +6.7% | 0.040% | |
| 4/14/2025 | LexAurum Advisors LLC | 5,248 | $256K | 0.0% | N/A | 0.000% | |
| 4/11/2025 | Godsey & Gibb Inc. | 1,110 | $54K | 0.0% | N/A | 0.000% | |
| 4/11/2025 | City State Bank | 145,327 | $7.10M | 2.3% | +3.9% | 0.011% | |
| 4/11/2025 | First National Corp MA ADV | 45,159 | $2.21M | 0.5% | +0.9% | 0.003% | |
| 4/11/2025 | Cranbrook Wealth Management LLC | 423,169 | $20.66M | 4.8% | -2.0% | 0.033% | |
| 4/11/2025 | Sovereign Financial Group Inc. | 199,340 | $9.73M | 2.2% | +11.5% | 0.015% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 37,081 | $1.81M | 0.2% | +1.0% | 0.003% | |
| 4/10/2025 | Charles Schwab Trust Co | 6,678 | $326K | 0.0% | -32.8% | 0.001% | |
| 4/10/2025 | Trinity Wealth Management LLC | 8,184 | $400K | 0.2% | +6.9% | 0.001% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 855,426 | $41.76M | 11.2% | +4.0% | 0.066% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 159,957 | $7.81M | 4.4% | -6.7% | 0.012% | |
| 4/10/2025 | TrueWealth Advisors LLC | 9,099 | $444K | 0.1% | -13.6% | 0.001% | |
| 4/10/2025 | Apella Capital LLC | 1,719,141 | $83.84M | 2.9% | -21.4% | 0.133% | |
| 4/10/2025 | Horizons Wealth Management | 108,104 | $5.28M | 3.9% | +3.9% | 0.008% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 13,607 | $664K | 0.0% | -3.4% | 0.001% | |
| 4/10/2025 | Level Financial Advisors | 117,699 | $5.75M | 2.0% | +9.6% | 0.009% | |
| 4/10/2025 | CGN Advisors LLC | 89,041 | $4.35M | 0.4% | +3.3% | 0.007% | |
| 4/10/2025 | Legacy Financial Group LLC | 5,422 | $265K | 0.0% | -10.9% | 0.000% | |
| 4/10/2025 | Whipplewood Advisors LLC | 79,996 | $42K | 0.0% | +9,412.0% | 0.006% | |
| 4/9/2025 | RFG Advisory LLC | 214,224 | $10.46M | 0.3% | +5.8% | 0.017% | |
| 4/9/2025 | McLean Asset Management Corp | 118,886 | $5.82M | 1.7% | +29.5% | 0.009% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 9,599 | $469K | 0.0% | +111.7% | 0.001% | |
| 4/9/2025 | Merit Financial Group LLC | 61,121 | $2.98M | 0.0% | +564.5% | 0.005% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 55,097 | $2.69M | 1.2% | +1.3% | 0.004% | |
| 4/9/2025 | Flagstar Advisors Inc. | 30,591 | $1.49M | 0.4% | +0.8% | 0.002% | |
| 4/9/2025 | Towerpoint Wealth LLC | 42,968 | $2.10M | 1.0% | -43.9% | 0.003% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 6,539 | $319K | 0.2% | +9.8% | 0.001% | |
| 4/9/2025 | NBC Securities Inc. | 22,110 | $1.08M | 0.1% | +100,400.0% | 0.002% | |
| 4/9/2025 | Fiduciary Alliance LLC | 9,573 | $467K | 0.0% | -84.7% | 0.001% | |
| 4/9/2025 | SigFig Wealth Management LLC | 300,194 | $14.66M | 0.5% | +0.5% | 0.023% | |
| 4/9/2025 | American National Bank & Trust | 7,380 | $360K | 0.0% | -59.5% | 0.001% | |
| 4/8/2025 | Conrad Siegel Investment Advisors Inc. | 23,905 | $1.17M | 0.3% | +41.0% | 0.002% | |
| 4/8/2025 | Aletheian Wealth Advisors LLC | 190,053 | $9.28M | 5.2% | +2.6% | 0.015% | |
| 4/8/2025 | Verde Capital Management | 17,898 | $874K | 0.2% | -2.8% | 0.001% | |
| 4/8/2025 | Veery Capital LLC | 87,309 | $4.26M | 1.7% | +1.6% | 0.007% | |
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| 4/8/2025 | IVC Wealth Advisors LLC | 9,432 | $460K | 0.2% | +6.5% | 0.001% | |
| 4/8/2025 | Boston Standard Wealth Management LLC | 4,209 | $205K | 0.0% | -38.4% | 0.000% | |
| 4/8/2025 | Retirement Wealth Solutions LLC | 127,360 | $6.22M | 5.0% | +3.2% | 0.010% | |
| 4/8/2025 | Rothschild Investment LLC | 916 | $45K | 0.0% | +148.2% | 0.000% | |
| 4/8/2025 | Parallel Advisors LLC | 4,802 | $234K | 0.0% | +415.8% | 0.000% | |
| 4/7/2025 | Summit Global Investments | 15,222 | $743K | 0.1% | -9.3% | 0.001% | |
| 4/7/2025 | Tompkins Financial Corp | 746 | $36K | 0.0% | N/A | 0.000% | |
| 4/7/2025 | Benchmark Wealth Management LLC | 29,579 | $1.44M | 0.7% | +83.5% | 0.002% | |
| 4/7/2025 | GAMMA Investing LLC | 12,547 | $613K | 0.0% | N/A | 0.001% | |
| 4/7/2025 | AdvisorNet Financial Inc | 82,383 | $4.02M | 0.3% | -15.6% | 0.006% | |
