| 4/24/2025 | Golden State Wealth Management LLC | 7,818 | $461K | 0.1% | +99.1% | 0.001% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 43,530 | $2.70M | 0.2% | +3.2% | 0.006% | |
| 4/24/2025 | Sunbelt Securities Inc. | 373,552 | $22.03M | 2.0% | +48.1% | 0.051% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 79,991 | $4.72M | 0.5% | +2.6% | 0.011% | |
| 4/24/2025 | Tsfg LLC | 117,217 | $6.91M | 1.4% | +82.6% | 0.016% | |
| 4/24/2025 | TPG Advisors LLC | 28,897 | $1.70M | 1.3% | +3.1% | 0.004% | |
| 4/24/2025 | BSW Wealth Partners | 149,779 | $8.83M | 1.3% | +4.2% | 0.020% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 3,650 | $215K | 0.1% | N/A | 0.000% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 847,262 | $49.25M | 0.1% | +6.6% | 0.115% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 5,639 | $332K | 0.0% | -6.6% | 0.001% | |
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| 4/24/2025 | Transcend Capital Advisors LLC | 17,517 | $1.03M | 0.1% | +36.4% | 0.002% | |
| 4/24/2025 | Aspect Partners LLC | 64,591 | $3.81M | 2.2% | +4.3% | 0.009% | |
| 4/24/2025 | Diversified Trust Co | 15,225 | $898K | 0.0% | +148.7% | 0.002% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 7,288 | $430K | 0.1% | +25.4% | 0.001% | |
| 4/24/2025 | Stone Summit Wealth LLC | 5,223 | $308K | 0.1% | +26.1% | 0.001% | |
| 4/24/2025 | Nadler Financial Group Inc. | 78,666 | $4.64M | 0.5% | +8.3% | 0.011% | |
| 4/23/2025 | KG&L Capital Management LLC | 4,063 | $240K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Western Wealth Management LLC | 31,678 | $1.87M | 0.1% | +13.4% | 0.004% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 76,640 | $4.52M | 0.0% | +328.4% | 0.010% | |
| 4/23/2025 | TSA Wealth Managment LLC | 60,635 | $3.58M | 1.4% | +122.8% | 0.008% | |
| 4/23/2025 | Perigon Wealth Management LLC | 340,342 | $20.07M | 0.5% | +24.7% | 0.046% | |
| 4/23/2025 | Alpine Bank Wealth Management | 3,461 | $204K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | FFG Partners LLC | 28,856 | $1.70M | 0.7% | -2.8% | 0.004% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 8,049 | $475K | 0.0% | +13.8% | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 16,083 | $948K | 0.1% | +309.7% | 0.002% | |
| 4/23/2025 | Bessemer Group Inc. | 99,127 | $5.85M | 0.0% | +1.0% | 0.013% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 50,146 | $2.96M | 0.7% | -5.2% | 0.007% | |
| 4/23/2025 | Spire Wealth Management | 141,579 | $8.35M | 0.3% | +545.9% | 0.019% | |
| 4/23/2025 | Valicenti Advisory Services Inc. | 4,505 | $266K | 0.1% | -7.7% | 0.001% | |
| 4/23/2025 | Golden State Equity Partners | 20,788 | $1.23M | 0.2% | -6.2% | 0.003% | |
| 4/23/2025 | S.A. Mason LLC | 27,386 | $1.62M | 0.9% | +1.3% | 0.004% | |
| 4/23/2025 | Global Assets Advisory LLC | 6,042 | $350K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Koesten Hirschmann & Crabtree INC. | 1,370 | $81K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | International Assets Investment Management LLC | 10,418 | $614K | 0.0% | +119.5% | 0.001% | |
| 4/23/2025 | Carl Stuart Investment Advisor Inc. | 610,426 | $35.99M | 20.3% | -1.2% | 0.083% | |
| 4/23/2025 | PBMares Wealth Management LLC | 24,242 | $1.43M | 0.3% | -5.9% | 0.003% | |
| 4/23/2025 | Balboa Wealth Partners | 4,411 | $260K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 1,844,887 | $108.78M | 0.3% | +0.2% | 0.251% | |
| 4/23/2025 | BridgePort Financial Solutions LLC | 44,549 | $2.63M | 1.2% | +5.2% | 0.006% | |
| 4/23/2025 | Keystone Financial Services | 58,543 | $3.45M | 1.3% | N/A | 0.008% | |
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| 4/23/2025 | Embree Financial Group | 5,220 | $308K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Smith & Howard Wealth Management LLC | 4,998 | $295K | 0.1% | -11.1% | 0.001% | |
| 4/23/2025 | Systelligence LLC | 120,090 | $7.08M | 1.7% | -17.2% | 0.016% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 49,550 | $2.92M | 0.0% | -10.3% | 0.007% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 3,450 | $203K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Narwhal Capital Management | 678,323 | $39.99M | 3.6% | -0.3% | 0.092% | |
| 4/23/2025 | Blossom Wealth Management | 21,050 | $1.24M | 2.5% | -4.2% | 0.003% | |
| 4/23/2025 | Private Harbour Investment Management & Counsel LLC | 199,461 | $11.76M | 13.1% | -4.0% | 0.027% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 42,886 | $2.53M | 0.5% | +1.6% | 0.006% | |
| 4/23/2025 | Eagle Strategies LLC | 53,439 | $3.15M | 0.5% | -17.1% | 0.007% | |
| 4/23/2025 | Valmark Advisers Inc. | 9,471 | $558K | 0.0% | -2.8% | 0.001% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 30,698 | $1.81M | 0.0% | +12.0% | 0.004% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 320,526 | $18.90M | 0.2% | -1.3% | 0.044% | |
| 4/23/2025 | Vantage Point Financial LLC | 5,744 | $339K | 0.2% | N/A | 0.001% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 71,652 | $4.23M | 3.1% | -2.9% | 0.010% | |
| 4/23/2025 | Continuum Advisory LLC | 4,822 | $284K | 0.0% | +21.3% | 0.001% | |
| 4/22/2025 | Three Cord True Wealth Management LLC | 8,715 | $514K | 0.4% | -6.1% | 0.001% | |
| 4/22/2025 | XML Financial LLC | 7,907 | $466K | 0.0% | -15.0% | 0.001% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 15,503 | $914K | 0.1% | +301.4% | 0.002% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 4,671 | $275K | 0.1% | +10.7% | 0.001% | |
| 4/22/2025 | 5T Wealth LLC | 25,195 | $1.49M | 0.8% | +97.7% | 0.003% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 4,535 | $267K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Prairie Wealth Advisors Inc. | 123,527 | $7.28M | 3.6% | +1.6% | 0.017% | |
| 4/22/2025 | Live Oak Private Wealth LLC | 3,808 | $225K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 868,636 | $51.22M | 0.2% | +21.1% | 0.118% | |
| 4/22/2025 | Crumly & Associates Inc. | 5,640 | $333K | 0.1% | +19.1% | 0.001% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 27,473 | $1.62M | 1.3% | -4.8% | 0.004% | |
| 4/22/2025 | Madison Wealth Partners Inc | 3,969 | $234K | 0.1% | N/A | 0.001% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 123,285 | $7.96M | 3.3% | -5.7% | 0.017% | |
| 4/22/2025 | Avantra Family Wealth Inc. | 4,193 | $247K | 0.2% | N/A | 0.001% | |
| 4/22/2025 | EWA LLC | 40,107 | $2.37M | 0.9% | +89.8% | 0.005% | |
| 4/22/2025 | Ellis Investment Partners LLC | 16,667 | $983K | 0.2% | +1.9% | 0.002% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 4,967 | $293K | 0.2% | -3.9% | 0.001% | |
| 4/22/2025 | MinichMacGregor Wealth Management LLC | 3,833 | $226K | 0.1% | N/A | 0.001% | |
| 4/22/2025 | Midwest Financial Group LLC | 23,018 | $1.36M | 0.8% | +3.2% | 0.003% | |
| 4/22/2025 | Inlight Wealth Management LLC | 1,606 | $95K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | First PREMIER Bank | 16,414 | $967K | 0.2% | +95.1% | 0.002% | |
| 4/22/2025 | Garde Capital Inc. | 41,196 | $2.43M | 0.1% | +12.7% | 0.006% | |
| 4/22/2025 | Center For Asset Management LLC | 4,780 | $282K | 0.2% | N/A | 0.001% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 48,877 | $2.88M | 1.7% | +104.0% | 0.007% | |
| 4/22/2025 | Connective Portfolio Management LLC | 48,029 | $2.83M | 9.6% | +50.0% | 0.007% | |
| 4/22/2025 | Aspire Private Capital LLC | 7,677 | $453K | 0.1% | N/A | 0.001% | |
| 4/22/2025 | Spectrum Planning & Advisory Services Inc. | 10,599 | $625K | 0.5% | N/A | 0.001% | |
| 4/22/2025 | World Equity Group Inc. | 9,207 | $543K | 0.2% | +91.3% | 0.001% | |
| 4/22/2025 | Appleton Partners Inc. MA | 10,807 | $637K | 0.0% | -2.4% | 0.001% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 14,727 | $868K | 0.7% | +50.8% | 0.002% | |
| 4/22/2025 | Packer & Co Ltd | 2,350,100 | $138.56M | 42.1% | -34.4% | 0.320% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 20,507 | $1.21M | 0.8% | -1.4% | 0.003% | |
| 4/22/2025 | Foundation Wealth Management LLC | 4,183 | $247K | 0.2% | -30.6% | 0.001% | |
| 4/22/2025 | PFG Investments LLC | 27,421 | $1.62M | 0.1% | +7.8% | 0.004% | |
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| 4/22/2025 | Davies Financial Advisors Inc. | 88,030 | $5.19M | 4.4% | +2.7% | 0.012% | |
| 4/22/2025 | Advisor Resource Council | 47,662 | $2.81M | 0.2% | +750.5% | 0.006% | |
| 4/21/2025 | L.M. Kohn & Company | 18,724 | $1.10M | 0.3% | N/A | 0.003% | |
| 4/21/2025 | CPA Asset Management LLC | 263,596 | $15.54M | 6.8% | +1.7% | 0.036% | |
| 4/21/2025 | Proathlete Wealth Management LLC | 1,456 | $86K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 197,307 | $11.63M | 0.7% | -3.4% | 0.027% | |
| 4/21/2025 | Avior Wealth Management LLC | 50,982 | $3.01M | 0.1% | -2.5% | 0.007% | |
| 4/21/2025 | ORG Partners LLC | 4,331 | $255K | 0.1% | +9.8% | 0.001% | |
| 4/21/2025 | Five Pine Wealth Management | 37,015 | $2.18M | 1.8% | -5.4% | 0.005% | |
| 4/21/2025 | Blue Trust Inc. | 528,487 | $31.16M | 0.4% | +12.2% | 0.072% | |
