| 5/21/2025 | Westbourne Investments Inc. | 17,123 | $806K | 0.5% | +1.5% | 0.050% | |
| 5/16/2025 | Ascent Group LLC | 55,918 | $2.63M | 0.1% | +193.3% | 0.162% | |
| 5/16/2025 | Kestra Investment Management LLC | 63,492 | $2.81M | 0.1% | -86.1% | 0.184% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 999 | $47K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 99,933 | $4.71M | 0.0% | +15.0% | 0.290% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 34,308 | $1.62M | 0.0% | N/A | 0.099% | |
| 5/16/2025 | Cook Wealth LLC | 14,791 | $681K | 0.3% | +5.5% | 0.043% | |
| 5/16/2025 | Copperleaf Capital LLC | 9,065 | $427K | 0.3% | N/A | 0.026% | |
| 5/15/2025 | Capital Investment Counsel LLC | 291,149 | $13.71M | 2.3% | +16.6% | 0.844% | |
| 5/15/2025 | Royal Bank of Canada | 23,331 | $1.10M | 0.0% | +27.9% | 0.068% | |
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| 5/15/2025 | Betterment LLC | 222,167 | $10.46M | 0.0% | +23.2% | 0.644% | |
| 5/14/2025 | Triad Wealth Partners LLC | 68,081 | $3.21M | 1.0% | +9.0% | 0.197% | |
| 5/14/2025 | CreativeOne Wealth LLC | 54,766 | $2.58M | 0.1% | +1.6% | 0.159% | |
| 5/14/2025 | PKS Advisory Services LLC | 5,477 | $258K | 0.1% | N/A | 0.016% | |
| 5/14/2025 | Comerica Bank | 5,593 | $263K | 0.0% | +10.9% | 0.016% | |
| 5/14/2025 | Synovus Financial Corp | 13,516 | $636K | 0.0% | N/A | 0.039% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,737 | $270K | 0.0% | -12.4% | 0.017% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 157,017 | $7.39M | 0.5% | +17.8% | 0.455% | |
| 5/14/2025 | Kestra Advisory Services LLC | 49,247 | $2.32M | 0.0% | +4.0% | 0.143% | |
| 5/14/2025 | Compound Planning Inc. | 192,001 | $9.04M | 0.4% | +14.2% | 0.557% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 4,435 | $209K | 0.1% | N/A | 0.013% | |
| 5/14/2025 | TFB Advisors LLC | 20,333 | $957K | 0.3% | +49.4% | 0.059% | |
| 5/13/2025 | Raymond James Financial Inc. | 105,987 | $4.99M | 0.0% | +24.2% | 0.307% | |
| 5/13/2025 | State of New Jersey Common Pension Fund D | 563,120 | $26.52M | 0.1% | -53.6% | 1.632% | |
| 5/13/2025 | High Falls Advisors Inc | 14,754 | $695K | 0.2% | +4.1% | 0.043% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 71,627 | $3.37M | 0.0% | -0.6% | 0.208% | |
| 5/13/2025 | Stone House Investment Management LLC | 3,263 | $154K | 0.0% | N/A | 0.009% | |
| 5/13/2025 | HighTower Advisors LLC | 21,992 | $1.04M | 0.0% | +2.5% | 0.064% | |
| 5/12/2025 | Meridian Wealth Management LLC | 7,920 | $373K | 0.0% | +22.6% | 0.023% | |
| 5/12/2025 | Independent Advisor Alliance | 5,446 | $256K | 0.0% | -30.3% | 0.016% | |
| 5/12/2025 | Renaissancere Holdings Ltd. | 5,057,726 | $238.17M | 38.1% | N/A | 14.660% | |
| 5/12/2025 | Savvy Advisors Inc. | 59,626 | $2.81M | 0.3% | +118.7% | 0.173% | |
| 5/9/2025 | Tidemark LLC | 16,481 | $776K | 0.3% | +682.6% | 0.048% | |
| 5/9/2025 | WealthShield Partners LLC | 8,759 | $412K | 0.1% | +5.6% | 0.025% | |
| 5/9/2025 | Twin City Private Wealth LLC | 1,122 | $53K | 0.0% | -23.8% | 0.003% | |
| 5/9/2025 | Wealthspire Advisors LLC | 1,243,992 | $58.58M | 0.3% | +4.7% | 3.606% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 40,906 | $1.93M | 0.0% | +0.6% | 0.119% | |
| 5/9/2025 | ROI Financial Advisors LLC | 10,112 | $476K | 0.3% | +43.1% | 0.029% | |
| 5/9/2025 | Liberty Wealth Management LLC | 12,001 | $565K | 0.0% | +90.4% | 0.035% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,049 | $49K | 0.0% | +342.6% | 0.003% | |
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| 5/8/2025 | Endeavor Private Wealth Inc. | 4,687 | $221K | 0.1% | +58.1% | 0.014% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 11,409 | $537K | 0.2% | N/A | 0.033% | |
| 5/8/2025 | Arkadios Wealth Advisors | 13,962 | $657K | 0.0% | +45.9% | 0.040% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 144,124 | $6.79M | 0.1% | +40.5% | 0.418% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 5,098 | $240K | 0.0% | +9.0% | 0.015% | |
| 5/7/2025 | LPL Financial LLC | 1,128,859 | $53.16M | 0.0% | -20.2% | 3.272% | |
| 5/7/2025 | Spectrum Wealth Counsel LLC | 5,383 | $253K | 0.0% | +10.7% | 0.016% | |
| 5/7/2025 | Security Financial Services INC. | 31,916 | $1.50M | 0.3% | -8.2% | 0.093% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 4,438 | $209K | 0.0% | N/A | 0.013% | |
| 5/7/2025 | Keystone Financial Group Inc. | 1,946 | $90K | 0.1% | N/A | 0.006% | |
| 5/6/2025 | Assetmark Inc. | 605,844 | $28.53M | 0.1% | +2.7% | 1.756% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 11,708 | $551K | 0.3% | -2.2% | 0.034% | |
| 5/6/2025 | Cetera Investment Advisers | 437,594 | $20.61M | 0.0% | -1.1% | 1.268% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 56,366 | $2.65M | 0.0% | +10.9% | 0.163% | |
| 5/6/2025 | AE Wealth Management LLC | 14,909 | $702K | 0.0% | +122.2% | 0.043% | |
| 5/6/2025 | Blume Capital Management Inc. | 1,670 | $79K | 0.0% | N/A | 0.005% | |
| 5/6/2025 | Summit Wealth Partners LLC | 23,184 | $1.09M | 0.2% | -19.6% | 0.067% | |
| 5/6/2025 | IMA Advisory Services Inc. | 262,984 | $12.38M | 1.5% | -6.1% | 0.762% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 5,483 | $258K | 0.1% | -51.2% | 0.016% | |
| 5/5/2025 | West Wealth Group LLC | 8,654 | $406K | 0.1% | +10.6% | 0.025% | |
| 5/5/2025 | Midwest Capital Advisors LLC | 25,626 | $1.21M | 0.7% | +12.8% | 0.074% | |
| 5/5/2025 | IFP Advisors Inc | 27,552 | $1.30M | 0.0% | +88.6% | 0.080% | |
| 5/5/2025 | Dahring Cusmano LLC | 179,411 | $8.45M | 7.3% | +7.8% | 0.520% | |
| 5/5/2025 | Private Advisor Group LLC | 24,856 | $1.17M | 0.0% | +43.4% | 0.072% | |
| 5/5/2025 | Diversify Advisory Services LLC | 4,798 | $224K | 0.0% | N/A | 0.014% | |
| 5/5/2025 | Riverchase Wealth Management LLC | 12,125 | $571K | 0.4% | +63.6% | 0.035% | |
| 5/2/2025 | Armor Investment Advisors LLC | 19,654 | $926K | 0.4% | +2.8% | 0.057% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 14,479 | $682K | 0.0% | +9.2% | 0.042% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 66,304 | $3.12M | 0.0% | +15.2% | 0.192% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 9,975 | $470K | 0.3% | +11.6% | 0.029% | |
| 5/2/2025 | Summit X LLC | 56,364 | $2.65M | 0.6% | -17.2% | 0.163% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 6,009 | $283K | 0.1% | N/A | 0.017% | |
| 5/2/2025 | PAX Financial Group LLC | 6,054 | $285K | 0.1% | -22.9% | 0.018% | |
| 5/2/2025 | Apollon Wealth Management LLC | 32,681 | $1.54M | 0.0% | +5.0% | 0.095% | |
| 5/2/2025 | Sigma Planning Corp | 4,457 | $210K | 0.0% | N/A | 0.013% | |
| 5/1/2025 | CWM LLC | 502,686 | $23.67M | 0.1% | +53.9% | 1.457% | |
| 5/1/2025 | MA Private Wealth | 9,571 | $451K | 0.1% | N/A | 0.028% | |
| 5/1/2025 | SteelPeak Wealth LLC | 36,656 | $1.73M | 0.1% | +41.9% | 0.106% | |
| 4/30/2025 | Seamount Financial Group Inc. | 26,436 | $1.25M | 0.8% | +51.7% | 0.077% | |
| 4/30/2025 | Sharkey Howes & Javer | 22,396 | $1.06M | 0.2% | +38.8% | 0.065% | |
| 4/30/2025 | Correct Capital Wealth Management | 95,071 | $4.48M | 0.7% | -34.9% | 0.276% | |
| 4/30/2025 | Allworth Financial LP | 22,632 | $1.05M | 0.0% | +424.6% | 0.066% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 318,044 | $14.60M | 3.5% | +3.3% | 0.922% | |
| 4/30/2025 | Trek Financial LLC | 26,341 | $1.24M | 0.1% | +77.4% | 0.076% | |
| 4/30/2025 | Opus Capital Group LLC | 5,877 | $277K | 0.0% | +14.0% | 0.017% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 50,151 | $2.36M | 0.0% | N/A | 0.145% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 5,930 | $279K | 0.1% | -69.4% | 0.017% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 26,155 | $1.23M | 0.0% | +14.8% | 0.076% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 43,073 | $2.03M | 0.8% | +87.5% | 0.125% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,713,773 | $127.79M | 0.0% | +1.2% | 7.866% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 148,760 | $7.01M | 0.0% | +34.2% | 0.431% | |
| 4/29/2025 | World Investment Advisors | 15,574 | $733K | 0.0% | N/A | 0.045% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,367 | $771K | 0.0% | +8.2% | 0.047% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 80,820 | $3.81M | 0.0% | -32.7% | 0.231% | |
| 4/28/2025 | First Horizon Advisors Inc. | 4,896 | $231K | 0.0% | +29.6% | 0.014% | |
| 4/28/2025 | Fedenia Advisers LLC | 11,949 | $563K | 0.4% | -1.8% | 0.034% | |
| 4/28/2025 | Lansing Street Advisors | 11,881 | $559K | 0.2% | N/A | 0.034% | |
| 4/28/2025 | Rovin Capital UT ADV | 27,132 | $1.28M | 0.4% | +16.5% | 0.078% | |
| 4/25/2025 | Sovran Advisors LLC | 14,237 | $652K | 0.1% | N/A | 0.041% | |
| 4/25/2025 | Beacon Financial Planning Inc. | 56,757 | $2.67M | 1.5% | +366.4% | 0.162% | |
