| 6/6/2025 | Blue Oak Capital LLC | 7,030 | $532K | 0.3% | -10.4% | 0.000% | |
| 6/4/2025 | First Hawaiian Bank | 1,004,281 | $75.97M | 3.7% | -49.3% | 0.059% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 6,425 | $486K | 0.0% | -12.0% | 0.000% | |
| 6/3/2025 | Invst LLC | 22,307 | $1.69M | 0.2% | -11.8% | 0.001% | |
| 6/2/2025 | Cim Investment Management Inc. | 219,154 | $15.99M | 3.7% | +99.4% | 0.013% | |
| 6/2/2025 | Modern Wealth Management LLC | 102,776 | $7.78M | 0.2% | +797.3% | 0.006% | |
| 5/29/2025 | Nova Wealth Management Inc. | 1,104 | $84K | 0.1% | -27.6% | 0.000% | |
| 5/29/2025 | Wilshire Advisors LLC | 443,551 | $33.56M | 11.7% | -46.4% | 0.026% | |
| 5/29/2025 | Apeiron RIA LLC | 36,577 | $2.77M | 0.8% | +1.0% | 0.002% | |
| 5/28/2025 | Jones Financial Companies Lllp | 89,235,188 | $6.82B | 6.1% | +0.7% | 5.280% | |
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| 5/28/2025 | Vista Cima Wealth Management LLC | 30,458 | $2.30M | 1.7% | -30.5% | 0.002% | |
| 5/28/2025 | Intrua Financial LLC | 62,140 | $4.70M | 0.7% | -10.0% | 0.004% | |
| 5/27/2025 | Jacobi Capital Management LLC | 19,200 | $1.45M | 0.1% | +2.1% | 0.001% | |
| 5/27/2025 | Advisors Capital Management LLC | 9,149 | $692K | 0.0% | -12.7% | 0.001% | |
| 5/23/2025 | Twin Lakes Capital Management LLC | 742 | $56K | 0.0% | N/A | 0.000% | |
| 5/21/2025 | MBL Wealth LLC | 294,718 | $22.30M | 2.3% | +0.5% | 0.017% | |
| 5/21/2025 | McAdam LLC | 156,636 | $11.85M | 0.7% | -22.9% | 0.009% | |
| 5/21/2025 | Acadian Asset Management LLC | 509,110 | $38.51M | 0.1% | -42.0% | 0.030% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 231,581 | $17.52M | 0.6% | +2.9% | 0.014% | |
| 5/21/2025 | CBM Financial LLC | 359,171 | $29.06M | 23.9% | N/A | 0.021% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 37,279 | $2.82M | 0.6% | N/A | 0.002% | |
| 5/20/2025 | Belpointe Asset Management LLC | 48,467 | $3.67M | 0.2% | +885.7% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 1,828,773 | $138.35M | 0.3% | -22.4% | 0.108% | |
| 5/20/2025 | Nepc LLC | 129,344 | $9.79M | 0.3% | +73.8% | 0.008% | |
| 5/20/2025 | Integrity Alliance LLC. | 30,966 | $2.34M | 0.1% | +93.4% | 0.002% | |
| 5/20/2025 | Glenview Trust co | 29,427 | $2.23M | 0.0% | -0.8% | 0.002% | |
| 5/20/2025 | Aspen Investment Management Inc | 76,432 | $5.78M | 2.7% | -2.8% | 0.005% | |
| 5/19/2025 | SageView Advisory Group LLC | 186,767 | $14.13M | 0.6% | -14.9% | 0.011% | |
| 5/19/2025 | Advisory Alpha LLC | 4,491 | $340K | 0.0% | +9.7% | 0.000% | |
| 5/19/2025 | SCS Capital Management LLC | 1,602,444 | $121.23M | 1.5% | +723.8% | 0.095% | |
| 5/16/2025 | American Trust | 3,002 | $227K | 0.1% | -75.7% | 0.000% | |
| 5/16/2025 | Logan Capital Management Inc. | 384 | $29K | 0.0% | -61.9% | 0.000% | |
| 5/16/2025 | AAF Wealth Management LLC | 58,058 | $4.39M | 2.4% | -11.6% | 0.003% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 15,771 | $1.19M | 0.1% | -7.4% | 0.001% | |
| 5/16/2025 | Ascent Group LLC | 169,216 | $12.80M | 0.5% | +435.9% | 0.010% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 22,552 | $1.62M | 0.1% | +996.9% | 0.001% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 38,071 | $2.88M | 0.2% | -1.9% | 0.002% | |
| 5/16/2025 | Great Lakes Advisors LLC | 346,914 | $26.24M | 0.2% | -40.7% | 0.021% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 14,782 | $1.12M | 0.0% | +2.1% | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 150,875 | $11.41M | 0.4% | +7.4% | 0.009% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 24,822,859 | $1.88B | 0.3% | -1.9% | 1.469% | |
| 5/16/2025 | Kestra Investment Management LLC | 22,741 | $1.72M | 0.1% | +23.5% | 0.001% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 16,119 | $1.22M | 0.3% | +45.0% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 88,441,531 | $6.75B | 6.2% | -0.1% | 5.233% | |
| 5/16/2025 | CKW Financial Group | 2,179,618 | $165.30M | 20.7% | +2.4% | 0.129% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 1,057 | $80K | 0.1% | +688.8% | 0.000% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 18,173 | $1.38M | 1.1% | N/A | 0.001% | |
| 5/16/2025 | Talon Private Wealth LLC | 9,403 | $709K | 0.1% | +7.0% | 0.001% | |
| 5/16/2025 | Sepio Capital LP | 14,859 | $1.12M | 0.1% | +4.7% | 0.001% | |
| 5/16/2025 | Passaic Partners LLC | 2,034,600 | $153.92M | 23.3% | -0.5% | 0.120% | |
| 5/16/2025 | Plancorp LLC | 101,951 | $7.71M | 0.3% | -1.1% | 0.006% | |
| 5/16/2025 | Nepc LLC | 129,344 | $9.79M | 0.3% | +73.8% | 0.008% | |
| 5/16/2025 | New England Asset Management Inc. | 358,100 | $27.09M | 4.4% | +4.5% | 0.021% | |
| 5/16/2025 | NewEdge Advisors LLC | 922,958 | $69.82M | 0.4% | -1.3% | 0.055% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 153,586 | $11.62M | 0.0% | -21.0% | 0.009% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 625,076 | $47.29M | 0.6% | -10.7% | 0.037% | |
| 5/16/2025 | Investmark Advisory Group LLC | 10,142 | $767K | 0.4% | -2.9% | 0.001% | |
| 5/16/2025 | Gotham Asset Management LLC | 835,139 | $63.18M | 0.5% | +1.0% | 0.049% | |
| 5/16/2025 | Hancock Whitney Corp | 450,647 | $34.09M | 1.1% | +23.8% | 0.027% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 4,842 | $366K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Concorde Asset Management LLC | 7,449 | $545K | 0.3% | +3.5% | 0.000% | |
| 5/16/2025 | Conrad N. Hilton Foundation | 163,456 | $12.37M | 8.7% | -54.8% | 0.010% | |
| 5/16/2025 | Curi RMB Capital LLC | 246,055 | $18.61M | 0.5% | +21.7% | 0.015% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 2,191 | $166K | 0.0% | +53.3% | 0.000% | |
| 5/16/2025 | Alliancebernstein L.P. | 6,396,424 | $483.89M | 0.2% | -7.4% | 0.378% | |
| 5/16/2025 | AQR Capital Management LLC | 90,409 | $6.84M | 0.0% | +53.1% | 0.005% | |
| 5/16/2025 | Ancora Advisors LLC | 189,304 | $14.32M | 0.3% | +7.1% | 0.011% | |
| 5/16/2025 | Aprio Wealth Management LLC | 87,296 | $6.60M | 0.8% | +17.5% | 0.005% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 8,495 | $643K | 0.3% | +58.0% | 0.001% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 124,964 | $9.45M | 0.0% | +3.1% | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 111,657 | $8.45M | 0.1% | -17.4% | 0.007% | |
| 5/15/2025 | LGL Partners LLC | 33,750 | $2.55M | 1.2% | +6.9% | 0.002% | |
| 5/15/2025 | First Manhattan CO. LLC. | 12,407 | $939K | 0.0% | +5.5% | 0.001% | |
| 5/15/2025 | Capital Investment Counsel LLC | 40,264 | $3.05M | 0.5% | -1.2% | 0.002% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 205,879 | $15.58M | 5.0% | +0.4% | 0.012% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 66,033 | $5.00M | 0.1% | +4.2% | 0.004% | |
| 5/15/2025 | First Financial Bankshares Inc | 8,176 | $619K | 0.0% | -16.6% | 0.000% | |
| 5/15/2025 | Flputnam Investment Management Co. | 3,245,675 | $245.54M | 4.6% | +2.7% | 0.192% | |
| 5/15/2025 | Cubist Systematic Strategies LLC | 6,980 | $528K | 0.0% | -40.0% | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 7,720,294 | $584.04M | 0.1% | +4.3% | 0.457% | |
| 5/15/2025 | Betterment LLC | 10,672,579 | $807.38M | 1.9% | -6.1% | 0.632% | |
| 5/15/2025 | MAI Capital Management | 2,029,211 | $153.51M | 1.2% | -0.3% | 0.120% | |
| 5/15/2025 | Calton & Associates Inc. | 12,136 | $918K | 0.2% | N/A | 0.001% | |
| 5/15/2025 | DRW Securities LLC | 41,662 | $3.15M | 0.1% | -93.6% | 0.002% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 1,774,441 | $134.24M | 7.0% | +5.5% | 0.105% | |
| 5/15/2025 | Baird Financial Group Inc. | 5,755,495 | $435.40M | 0.8% | +5.4% | 0.341% | |
| 5/15/2025 | Evergreen Capital Management LLC | 170,406 | $12.89M | 0.4% | +8.8% | 0.010% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 872,941 | $66.04M | 0.1% | -38.9% | 0.052% | |
| 5/15/2025 | JDM Financial Group LLC | 22,649 | $1.71M | 0.9% | -1.0% | 0.001% | |
| 5/15/2025 | Pembroke Management LTD | 49,808 | $3.77M | 0.6% | -9.4% | 0.003% | |
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| 5/15/2025 | WPG Advisers LLC | 4,053 | $307K | 0.3% | N/A | 0.000% | |
| 5/15/2025 | TD Capital Management LLC | 9,290 | $703K | 0.1% | -3.8% | 0.001% | |
| 5/15/2025 | Tortoise Investment Management LLC | 168,373 | $12.74M | 1.3% | -2.4% | 0.010% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 7,305 | $553K | 0.1% | -21.5% | 0.000% | |
| 5/15/2025 | Oarsman Capital Inc. | 7,281 | $551K | 0.1% | +36.2% | 0.000% | |
| 5/15/2025 | Okabena Investment Services Inc. | 45,708 | $3.46M | 0.9% | +1.0% | 0.003% | |
| 5/14/2025 | Truvestments Capital LLC | 588 | $44K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 1,039 | $79K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | CreativeOne Wealth LLC | 15,813 | $1.20M | 0.0% | +1.0% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 208,605 | $15.78M | 0.1% | +19.0% | 0.012% | |
