| 4/25/2025 | JNBA Financial Advisors | 113,638 | $9.43M | 1.0% | -8.0% | 0.127% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 34,450 | $2.86M | 0.4% | +5.5% | 0.038% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 14,434 | $1.20M | 0.1% | -15.6% | 0.016% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 15,463 | $1.28M | 0.1% | -4.7% | 0.017% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 33,910 | $2.73M | 0.1% | -1.1% | 0.038% | |
| 4/25/2025 | Buttonwood Financial Advisors Inc. | 94,766 | $7.86M | 3.5% | +6.2% | 0.105% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 26,323 | $2.18M | 0.1% | +2.9% | 0.029% | |
| 4/25/2025 | Meridian Financial LLC | 4,366 | $362K | 0.3% | +10.6% | 0.005% | |
| 4/25/2025 | Root Financial Partners LLC | 6,331 | $525K | 0.1% | -8.9% | 0.007% | |
| 4/25/2025 | Parker Financial LLC | 8,365 | $694K | 0.3% | -23.8% | 0.009% | |
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| 4/25/2025 | Beacon Financial Planning Inc. | 16,094 | $1.34M | 0.8% | +19.9% | 0.018% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 72,696 | $6.03M | 1.2% | -0.3% | 0.081% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 39,500 | $3.29M | 0.0% | +23.4% | 0.044% | |
| 4/24/2025 | Aspect Partners LLC | 46,411 | $3.85M | 2.2% | -7.1% | 0.052% | |
| 4/24/2025 | Family Investment Center Inc. | 8,777 | $728K | 0.2% | -11.0% | 0.010% | |
| 4/24/2025 | PDS Planning Inc | 60,010 | $4.98M | 0.4% | -2.1% | 0.067% | |
| 4/24/2025 | Family CFO Inc | 522 | $43K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 74,640 | $6.19M | 1.4% | +5.1% | 0.083% | |
| 4/23/2025 | Perigon Wealth Management LLC | 6,681 | $554K | 0.0% | -15.8% | 0.007% | |
| 4/23/2025 | Golden State Wealth Management LLC | 450 | $37K | 0.0% | +100.0% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 1,069 | $89K | 0.0% | -31.1% | 0.001% | |
| 4/23/2025 | Silver Lake Advisory LLC | 83,190 | $6.90M | 3.0% | N/A | 0.093% | |
| 4/23/2025 | Archford Capital Strategies LLC | 47,361 | $3.93M | 0.6% | -41.6% | 0.053% | |
| 4/23/2025 | International Assets Investment Management LLC | 6,088 | $505K | 0.0% | -39.2% | 0.007% | |
| 4/23/2025 | Retirement Guys Formula LLC | 41,778 | $3.47M | 1.7% | -3.2% | 0.047% | |
| 4/23/2025 | Professional Financial Advisors LLC | 17,787 | $1.48M | 0.4% | +7.6% | 0.020% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 22,653 | $1.88M | 0.3% | -0.6% | 0.025% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 39,622 | $3.29M | 0.7% | +1.0% | 0.044% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 45,585 | $3.78M | 0.1% | +4.7% | 0.051% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 39,313 | $3.26M | 2.4% | +3.5% | 0.044% | |
| 4/22/2025 | Moser Wealth Advisors LLC | 8,382 | $695K | 0.4% | +20.4% | 0.009% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 62,916 | $5.22M | 0.0% | +1.8% | 0.070% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 26,889 | $2.23M | 1.1% | +4.2% | 0.030% | |
| 4/22/2025 | Segment Wealth Management LLC | 12,183 | $1.01M | 0.1% | -3.2% | 0.014% | |
| 4/21/2025 | LifeGoal Wealth Advisors | 14,644 | $1.22M | 1.3% | N/A | 0.016% | |
| 4/21/2025 | United Advisor Group LLC | 24,557 | $2.04M | 0.4% | +18.3% | 0.027% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,304 | $440K | 0.0% | -57.9% | 0.006% | |
| 4/18/2025 | Capital Wealth Management LLC | 21,559 | $1.79M | 0.7% | +3.3% | 0.024% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 66,288 | $5.50M | 0.4% | +0.5% | 0.074% | |
| 4/18/2025 | Financial Perspectives Inc | 102,917 | $8.54M | 2.9% | +4.0% | 0.115% | |
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| 4/18/2025 | Bfsg LLC | 30,292 | $2.51M | 0.3% | -6.8% | 0.034% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 9,691 | $804K | 0.0% | +16.8% | 0.011% | |
| 4/17/2025 | Kaydan Wealth Management Inc. | 5,042 | $418K | 0.1% | -3.6% | 0.006% | |
| 4/17/2025 | Murphy Pohlad Asset Management LLC | 2,786 | $231K | 0.1% | N/A | 0.003% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 268,945 | $22.31M | 0.1% | -1.1% | 0.299% | |
| 4/17/2025 | Optas LLC | 4,304 | $357K | 0.1% | N/A | 0.005% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 73,632 | $6.11M | 0.1% | -2.9% | 0.082% | |
| 4/17/2025 | Affinity Capital Advisors LLC | 6,413 | $516K | 0.1% | -16.4% | 0.007% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 24,763 | $2.05M | 0.1% | N/A | 0.028% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,738,592 | $144.20M | 2.7% | -9.8% | 1.935% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 1,120 | $93K | 0.0% | N/A | 0.001% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 211,530 | $17.54M | 0.0% | -2.5% | 0.235% | |
| 4/16/2025 | Goldstone Financial Group LLC | 112,303 | $9.31M | 1.4% | +40.4% | 0.125% | |
| 4/16/2025 | RTD Financial Advisors Inc. | 106,143 | $8.80M | 1.2% | -1.5% | 0.118% | |
| 4/16/2025 | CVA Family Office LLC | 8,705 | $722K | 0.1% | +336.3% | 0.010% | |
| 4/16/2025 | GEN Financial Management INC. | 315,671 | $26.18M | 17.7% | -1.3% | 0.351% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 29,976 | $2.49M | 0.3% | -18.4% | 0.033% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 15,106 | $1.25M | 0.1% | -46.9% | 0.017% | |
| 4/15/2025 | Columbia Advisory Partners LLC | 3,236 | $268K | 0.2% | N/A | 0.004% | |
| 4/15/2025 | CX Institutional | 602 | $50K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | Rockingstone Advisors LLC | 10,498 | $871K | 0.4% | -8.7% | 0.012% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 8,709 | $722K | 0.3% | +47.0% | 0.010% | |
| 4/15/2025 | Moseley Investment Management Inc. | 25,918 | $2.15M | 0.8% | +7.7% | 0.029% | |
| 4/14/2025 | Muirfield Wealth Advisors LLC | 5,109 | $424K | 0.4% | +5.4% | 0.006% | |
| 4/14/2025 | Farther Finance Advisors LLC | 6,317 | $524K | 0.0% | +75.2% | 0.007% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 87,634 | $7.27M | 1.2% | -14.9% | 0.098% | |
| 4/14/2025 | Tanglewood Wealth Management Inc. | 82,648 | $6.86M | 0.8% | -16.5% | 0.092% | |
| 4/14/2025 | Capital Investment Advisors LLC | 10,336 | $857K | 0.0% | +3.7% | 0.012% | |
| 4/14/2025 | Tilia Fiduciary Partners Inc. | 50,633 | $4.20M | 2.8% | +5.9% | 0.056% | |
| 4/14/2025 | Park Avenue Securities LLC | 5,945 | $493K | 0.0% | +37.3% | 0.007% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 23,185 | $1.92M | 0.0% | -5.2% | 0.026% | |
| 4/14/2025 | Wedmont Private Capital | 130,878 | $10.54M | 0.5% | +2.5% | 0.146% | |
| 4/11/2025 | Stokes Capital Advisors LLC | 3,151 | $261K | 0.1% | +10.1% | 0.004% | |
| 4/11/2025 | City State Bank | 5,605 | $465K | 0.2% | +3.7% | 0.006% | |
| 4/11/2025 | Verum Partners LLC | 60,849 | $5.05M | 1.4% | +14.4% | 0.068% | |
| 4/11/2025 | Sovereign Financial Group Inc. | 5,075 | $421K | 0.1% | +13.7% | 0.006% | |
| 4/11/2025 | Insight Advisors LLC PA | 5,962 | $494K | 0.1% | +2.6% | 0.007% | |
| 4/10/2025 | Breakwater Capital Group | 28,992 | $2.41M | 0.4% | -1.0% | 0.032% | |
| 4/10/2025 | Charles Schwab Trust Co | 3,458 | $287K | 0.0% | N/A | 0.004% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 23,529 | $1.95M | 1.1% | +6.7% | 0.026% | |
| 4/10/2025 | Oak Root LLC | 44,482 | $3.69M | 0.5% | -33.7% | 0.050% | |
| 4/10/2025 | TruWealth Advisors LLC | 2,629 | $218K | 0.0% | -19.8% | 0.003% | |
| 4/9/2025 | RFG Advisory LLC | 3,640 | $302K | 0.0% | N/A | 0.004% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 15,189 | $1.26M | 1.0% | -33.9% | 0.017% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 37,477 | $3.11M | 0.1% | +8.8% | 0.042% | |
| 4/9/2025 | Merit Financial Group LLC | 4,381 | $363K | 0.0% | -3.2% | 0.005% | |
| 4/9/2025 | Baxter Bros Inc. | 41,611 | $3.45M | 0.5% | +75.1% | 0.046% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 693 | $57K | 0.0% | -38.6% | 0.001% | |
| 4/9/2025 | High Net Worth Advisory Group LLC | 54,199 | $4.50M | 1.3% | +3.6% | 0.060% | |
| 4/9/2025 | Sweeney & Michel LLC | 60,545 | $5.02M | 2.0% | N/A | 0.067% | |
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| 4/9/2025 | NBC Securities Inc. | 5,503 | $456K | 0.0% | +109,960.0% | 0.006% | |
| 4/9/2025 | 180 Wealth Advisors LLC | 55,564 | $4.61M | 0.7% | -0.7% | 0.062% | |
| 4/8/2025 | Weinberger Asset Management Inc | 2,458 | $204K | 0.1% | -10.6% | 0.003% | |
| 4/8/2025 | Parallel Advisors LLC | 70,728 | $5.87M | 0.1% | -13.9% | 0.079% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 1,876 | $156K | 0.1% | +53.1% | 0.002% | |
| 4/7/2025 | Howard Financial Services LTD. | 168,986 | $14.02M | 1.9% | -5.7% | 0.188% | |
| 4/3/2025 | Collective Family Office LLC | 91,922 | $7.62M | 2.1% | +8.5% | 0.105% | |
| 4/3/2025 | Insight Wealth Strategies LLC | 7,613 | $631K | 0.1% | -97.6% | 0.009% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 2,548 | $204K | 0.2% | N/A | 0.003% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 217,050 | $17.36M | 0.0% | +25.9% | 0.248% | |
