| 5/20/2025 | Focus Partners Wealth | 404,581 | $25.30M | 0.1% | +81.5% | 1.827% | |
| 5/20/2025 | Integrity Alliance LLC. | 4,556 | $285K | 0.0% | N/A | 0.021% | |
| 5/19/2025 | Jane Street Group LLC | 77,005 | $4.82M | 0.0% | +1,288.2% | 0.348% | |
| 5/19/2025 | SageView Advisory Group LLC | 5,538 | $346K | 0.0% | N/A | 0.025% | |
| 5/19/2025 | Legacy Advisory Services LLC | 7,411 | $463K | 0.4% | N/A | 0.033% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 12,042 | $753K | 0.0% | -33.7% | 0.054% | |
| 5/16/2025 | Jones Financial Companies Lllp | 33,978 | $2.13M | 0.0% | +13,330.0% | 0.153% | |
| 5/16/2025 | Curi RMB Capital LLC | 26,699 | $1.67M | 0.0% | N/A | 0.121% | |
| 5/16/2025 | AlTi Global Inc. | 5,843 | $365K | 0.0% | N/A | 0.026% | |
| 5/15/2025 | Flputnam Investment Management Co. | 12,329 | $771K | 0.0% | +20.6% | 0.056% | |
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| 5/15/2025 | Royal Bank of Canada | 58,273 | $3.64M | 0.0% | +12.0% | 0.263% | |
| 5/15/2025 | Baird Financial Group Inc. | 45,054 | $2.82M | 0.0% | +18.3% | 0.203% | |
| 5/14/2025 | Comerica Bank | 1,703 | $107K | 0.0% | +12.1% | 0.008% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 38,404 | $2.41M | 0.2% | -4.3% | 0.173% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,447 | $841K | 0.0% | +33.0% | 0.061% | |
| 5/14/2025 | Kestra Advisory Services LLC | 14,407 | $901K | 0.0% | -19.2% | 0.065% | |
| 5/14/2025 | Compound Planning Inc. | 5,460 | $341K | 0.0% | +15.8% | 0.025% | |
| 5/14/2025 | CW Advisors LLC | 17,641 | $1.10M | 0.0% | -27.7% | 0.080% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,663 | $1.48M | 0.1% | N/A | 0.107% | |
| 5/14/2025 | Capital Analysts LLC | 3,966 | $248K | 0.0% | -35.2% | 0.018% | |
| 5/14/2025 | Andina Capital Management LLC | 32,205 | $2.01M | 1.4% | +27.4% | 0.145% | |
| 5/14/2025 | Fuller & Thaler Asset Management Inc. | 4,727 | $296K | 0.0% | N/A | 0.021% | |
| 5/13/2025 | Raymond James Financial Inc. | 183,982 | $11.51M | 0.0% | +11.0% | 0.831% | |
| 5/13/2025 | Cresset Asset Management LLC | 693,636 | $43.38M | 0.2% | +9.1% | 3.132% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 216,691 | $13.55M | 0.1% | +3.8% | 0.978% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 354,819 | $22.19M | 0.6% | N/A | 1.602% | |
| 5/13/2025 | HighTower Advisors LLC | 124,245 | $7.77M | 0.0% | -27.3% | 0.561% | |
| 5/12/2025 | Berger Financial Group Inc | 132,441 | $8.28M | 0.6% | -19.2% | 0.598% | |
| 5/12/2025 | Sierra Summit Advisors LLC | 8,338 | $521K | 0.1% | -29.9% | 0.038% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,174 | $73K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Wealthspire Advisors LLC | 481,972 | $30.14M | 0.2% | +2.7% | 2.176% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,587 | $412K | 0.0% | -12.5% | 0.030% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 12,035 | $753K | 0.0% | -11.3% | 0.054% | |
| 5/9/2025 | Advyzon Investment Management LLC | 7,210 | $451K | 0.2% | -45.0% | 0.033% | |
| 5/9/2025 | Sfmg LLC | 3,553 | $222K | 0.0% | +7.5% | 0.016% | |
| 5/9/2025 | Blair William & Co. IL | 217,804 | $13.62M | 0.0% | -2.2% | 0.983% | |
| 5/8/2025 | US Bancorp DE | 340,315 | $21.28M | 0.1% | -3.6% | 1.644% | |
| 5/7/2025 | Canopy Partners LLC | 15,308 | $957K | 0.4% | -15.5% | 0.074% | |
| 5/7/2025 | Financial Management Network Inc. | 5,479 | $343K | 0.1% | +11.4% | 0.026% | |
| 5/7/2025 | Vantage Financial Partners LLC | 3,887 | $243K | 0.1% | N/A | 0.019% | |
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| 5/7/2025 | LPL Financial LLC | 131,999 | $8.26M | 0.0% | -5.4% | 0.638% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 11,407 | $713K | 0.2% | -17.8% | 0.055% | |
| 5/6/2025 | Cetera Investment Advisers | 20,120 | $1.26M | 0.0% | +17.3% | 0.097% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 27,498 | $1.72M | 0.0% | -3.1% | 0.133% | |
| 5/6/2025 | City National Bank of Florida MSD | 141,874 | $8.87M | 8.0% | +16.3% | 0.685% | |
| 5/2/2025 | Altman Advisors Inc. | 21,160 | $1.32M | 0.6% | -6.2% | 0.102% | |
| 5/2/2025 | Whittier Trust Co. | 10,056 | $629K | 0.0% | +24.8% | 0.049% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 64,276 | $4.02M | 0.7% | +28.1% | 0.311% | |
| 5/1/2025 | TFR Capital LLC. | 16,161 | $1.01M | 0.4% | +11.5% | 0.078% | |
| 5/1/2025 | Diversify Wealth Management LLC | 3,424 | $211K | 0.0% | -25.1% | 0.017% | |
| 4/30/2025 | Cerity Partners LLC | 7,769 | $486K | 0.0% | -2.7% | 0.038% | |
| 4/30/2025 | Van Cleef Asset Management Inc | 3,885 | $243K | 0.0% | -7.7% | 0.019% | |
| 4/30/2025 | Trek Financial LLC | 28,963 | $1.81M | 0.1% | -51.4% | 0.140% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,852 | $178K | 0.0% | +6.2% | 0.014% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 251,793 | $15.75M | 0.0% | -67.1% | 1.216% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,796 | $237K | 0.0% | +11.9% | 0.018% | |
| 4/29/2025 | World Investment Advisors | 343,986 | $21.51M | 0.6% | -0.3% | 1.662% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 78,395 | $4.90M | 0.1% | -4.0% | 0.379% | |
| 4/28/2025 | D.A. Davidson & CO. | 4,155 | $260K | 0.0% | -7.6% | 0.020% | |
| 4/28/2025 | Red Mountain Financial LLC | 4,226 | $264K | 0.3% | -9.5% | 0.020% | |
| 4/28/2025 | Rossby Financial LCC | 83,607 | $5.10M | 2.1% | +70.3% | 0.404% | |
| 4/25/2025 | Benchmark Financial Wealth Advisors LLC | 59,735 | $3.74M | 1.4% | -16.1% | 0.289% | |
| 4/25/2025 | Kendall Capital Management | 303,038 | $18.95M | 5.6% | +3.5% | 1.464% | |
| 4/25/2025 | Little House Capital LLC | 7,545 | $472K | 0.1% | +9.1% | 0.036% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 993 | $62K | 0.0% | N/A | 0.005% | |
| 4/23/2025 | Pure Financial Advisors LLC | 11,328 | $708K | 0.0% | +34.1% | 0.055% | |
| 4/23/2025 | Perigon Wealth Management LLC | 4,481 | $280K | 0.0% | +8.1% | 0.022% | |
| 4/23/2025 | Spire Wealth Management | 477 | $30K | 0.0% | +213.8% | 0.002% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 7,890 | $493K | 0.1% | +41.1% | 0.038% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 5,287 | $331K | 0.2% | +22.3% | 0.026% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,927 | $746K | 0.0% | +12.9% | 0.058% | |
| 4/21/2025 | Means Investment CO. Inc. | 3,600 | $225K | 0.0% | -47.1% | 0.017% | |
| 4/21/2025 | Advisory Resource Group | 33,624 | $2.10M | 0.4% | -6.4% | 0.162% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 18,776 | $1.17M | 0.0% | -32.1% | 0.091% | |
| 4/21/2025 | CWA Asset Management Group LLC | 142,924 | $8.94M | 0.4% | +3.5% | 0.690% | |
| 4/18/2025 | Mayfair Advisory Group LLC | 6,689 | $418K | 0.2% | +19.3% | 0.032% | |
| 4/18/2025 | CENTRAL TRUST Co | 544,859 | $34.08M | 0.8% | +22.0% | 2.632% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 55,264 | $3.46M | 0.0% | +2.0% | 0.267% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 1,504,650 | $94.10M | 0.6% | +10.3% | 7.304% | |
| 4/15/2025 | Fifth Third Bancorp | 548,480 | $34.30M | 0.1% | -1.2% | 2.663% | |
| 4/15/2025 | Ulland Investment Advisors LLC | 20,160 | $1.26M | 1.1% | -24.8% | 0.098% | |
| 4/15/2025 | CX Institutional | 49,208 | $3.08M | 0.1% | +47.1% | 0.239% | |
| 4/15/2025 | Simplicity Wealth LLC | 140,355 | $8.78M | 0.7% | +18.3% | 0.681% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 63,892 | $4.00M | 0.1% | -23.9% | 0.310% | |
| 4/14/2025 | Harbor Capital Advisors Inc. | 202,985 | $12.70M | 0.6% | N/A | 0.985% | |
| 4/14/2025 | Farther Finance Advisors LLC | 822 | $52K | 0.0% | N/A | 0.004% | |
| 4/14/2025 | CMH Wealth Management LLC | 258,417 | $16.16M | 4.0% | -0.2% | 1.254% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 16,156 | $1.01M | 0.1% | -10.9% | 0.078% | |
| 4/11/2025 | Congress Asset Management Co. | 177,071 | $11.07M | 0.1% | +83.7% | 0.860% | |
| 4/10/2025 | Retirement Planning Group LLC | 13,586 | $850K | 0.0% | N/A | 0.066% | |
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| 4/10/2025 | HF Advisory Group LLC | 19,151 | $1.20M | 0.5% | +4.8% | 0.093% | |
| 4/10/2025 | Heritage Family Offices LLP | 219,999 | $13.76M | 7.0% | +15.4% | 1.068% | |
| 4/9/2025 | RFG Advisory LLC | 13,372 | $836K | 0.0% | -6.9% | 0.065% | |
| 4/9/2025 | Strong Tower Advisory Services | 10,954 | $685K | 0.2% | -31.3% | 0.053% | |
| 4/9/2025 | SigFig Wealth Management LLC | 69,497 | $4.36M | 0.2% | +33.3% | 0.337% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 14,895 | $932K | 0.0% | +28.5% | 0.072% | |
| 4/8/2025 | James J. Burns & Company LLC | 69,417 | $4.34M | 0.8% | -2.8% | 0.337% | |
| 4/8/2025 | Parallel Advisors LLC | 2,001 | $125K | 0.0% | -31.9% | 0.010% | |
| 4/7/2025 | O Connor Financial Group LLC | 3,929 | $246K | 0.1% | +6.0% | 0.019% | |
| 3/6/2025 | TFR Capital LLC. | 14,491 | $985K | 0.5% | N/A | 0.071% | |
