| 5/21/2025 | Geneos Wealth Management Inc. | 11,572 | $682K | 0.0% | -3.8% | 0.017% | |
| 5/20/2025 | Focus Partners Wealth | 75,174 | $4.43M | 0.0% | +15.3% | 0.108% | |
| 5/19/2025 | Jane Street Group LLC | 167,019 | $9.85M | 0.0% | +189.7% | 0.239% | |
| 5/19/2025 | SageView Advisory Group LLC | 113,639 | $6.70M | 0.3% | +42.5% | 0.163% | |
| 5/19/2025 | SCS Capital Management LLC | 428,475 | $25.27M | 0.3% | -1.5% | 0.613% | |
| 5/16/2025 | Bell Investment Advisors Inc | 25,611 | $1.51M | 0.3% | -2.1% | 0.037% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 112,504 | $6.64M | 0.0% | +7.6% | 0.161% | |
| 5/16/2025 | Jones Financial Companies Lllp | 62,248 | $3.74M | 0.0% | -20.3% | 0.089% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,567 | $977K | 0.0% | -1.2% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,187 | $365K | 0.0% | +45.2% | 0.009% | |
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| 5/16/2025 | Angeles Investment Advisors LLC | 228,410 | $13.47M | 0.7% | +126.5% | 0.327% | |
| 5/15/2025 | Royal Bank of Canada | 529,383 | $31.22M | 0.0% | +1.9% | 0.757% | |
| 5/15/2025 | Baird Financial Group Inc. | 166,886 | $9.84M | 0.0% | +1.0% | 0.239% | |
| 5/15/2025 | Tortoise Investment Management LLC | 6,201 | $366K | 0.0% | +9.2% | 0.009% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 26,453 | $1.56M | 0.5% | -7.0% | 0.038% | |
| 5/14/2025 | KilterHowling LLC | 5,367 | $329K | 0.2% | -5.8% | 0.008% | |
| 5/14/2025 | Jane Street Group LLC | 167,019 | $9.85M | 0.0% | +189.7% | 0.239% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 96,722 | $5.71M | 0.0% | -3.1% | 0.138% | |
| 5/14/2025 | Haverford Trust Co | 34,954 | $2.06M | 0.0% | +2.3% | 0.050% | |
| 5/14/2025 | Compound Planning Inc. | 8,731 | $515K | 0.0% | +72.8% | 0.012% | |
| 5/14/2025 | Flow Traders U.S. LLC | 249,477 | $14.71M | 0.6% | +100.0% | 0.357% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 398,892 | $23.53M | 0.4% | +17.9% | 0.571% | |
| 5/14/2025 | Tradition Wealth Management LLC | 11,003 | $649K | 0.1% | +7.8% | 0.016% | |
| 5/13/2025 | Keystone Global Partners LLC | 811 | $48K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Raymond James Financial Inc. | 341,142 | $20.12M | 0.0% | +7.3% | 0.488% | |
| 5/13/2025 | Cresset Asset Management LLC | 35,465 | $2.09M | 0.0% | +15.9% | 0.051% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 52,516 | $3.10M | 0.5% | +2.9% | 0.075% | |
| 5/13/2025 | Thompson Davis & CO. Inc. | 8,636 | $509K | 0.4% | +41.3% | 0.012% | |
| 5/13/2025 | Brooklyn FI LLC | 32,235 | $1.90M | 0.6% | -2.0% | 0.046% | |
| 5/13/2025 | Dagco Inc. | 424 | $25K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | HighTower Advisors LLC | 83,475 | $4.92M | 0.0% | +3.3% | 0.119% | |
| 5/12/2025 | Operose Advisors LLC | 10,606 | $626K | 0.2% | -2.1% | 0.015% | |
| 5/12/2025 | Linscomb Wealth Inc. | 6,487 | $383K | 0.0% | -9.7% | 0.009% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 83,243 | $4.91M | 0.9% | +1.1% | 0.119% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 49,300 | $2.91M | 2.3% | -6.3% | 0.071% | |
| 5/12/2025 | Truepoint Inc. | 12,485 | $736K | 0.0% | +17.9% | 0.018% | |
| 5/12/2025 | National Bank of Canada FI | 4,087 | $241K | 0.0% | +9.0% | 0.006% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 43,500 | $2.57M | 1.4% | -4.1% | 0.062% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 17,782 | $1.10M | 0.0% | +1.2% | 0.025% | |
| 5/9/2025 | Vanguard Group Inc. | 3,546,364 | $209.16M | 0.0% | +6.5% | 5.059% | |
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| 5/9/2025 | Natural Investments LLC | 4,269 | $251K | 0.1% | -38.8% | 0.006% | |
| 5/9/2025 | Financial Connections Group Inc. | 99,934 | $5.90M | 2.7% | +18.1% | 0.143% | |
| 5/9/2025 | Topel & Distasi Wealth Management LLC | 22,683 | $1.34M | 0.6% | +16.4% | 0.032% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 12,858 | $781K | 0.5% | N/A | 0.018% | |
| 5/9/2025 | Empower Advisory Group LLC | 7,794 | $460K | 0.0% | +12.1% | 0.011% | |
| 5/8/2025 | US Bancorp DE | 10,047 | $593K | 0.0% | +121.3% | 0.014% | |
| 5/8/2025 | Harbour Investments Inc. | 17,479 | $1.03M | 0.0% | +6.2% | 0.025% | |
| 5/8/2025 | Davis R M Inc. | 35,609 | $2.10M | 0.0% | +3.1% | 0.051% | |
| 5/8/2025 | Modera Wealth Management LLC | 10,383 | $612K | 0.0% | -2.5% | 0.015% | |
| 5/8/2025 | Cutler Investment Counsel LLC | 6,999 | $413K | 0.0% | +22.4% | 0.010% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 2,278 | $134K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | Ramirez Asset Management Inc. | 16,151 | $953K | 0.2% | +3.8% | 0.023% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 6,608 | $390K | 0.0% | +30.8% | 0.009% | |
| 5/7/2025 | Facet Wealth Inc. | 293,568 | $18.28M | 0.5% | -17.3% | 0.419% | |
| 5/7/2025 | LPL Financial LLC | 116,713 | $6.88M | 0.0% | -2.9% | 0.166% | |
| 5/7/2025 | Equitable Trust Co. | 4,618 | $272K | 0.0% | +24.3% | 0.007% | |
| 5/6/2025 | ANB Bank | 10,301 | $608K | 0.3% | +7.1% | 0.015% | |
| 5/6/2025 | Cetera Investment Advisers | 67,204 | $3.96M | 0.0% | +2.0% | 0.096% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 7,587 | $448K | 0.0% | +25.9% | 0.011% | |
| 5/6/2025 | Opes Wealth Management LLC | 14,143 | $834K | 0.2% | -11.6% | 0.020% | |
| 5/6/2025 | DeDora Capital Inc. | 49,185 | $2.90M | 0.8% | -16.6% | 0.070% | |
| 5/6/2025 | Vista Capital Partners Inc. | 25,828 | $1.52M | 0.2% | -3.6% | 0.037% | |
| 5/5/2025 | Bluestem Financial Advisors LLC | 63,234 | $3.73M | 1.7% | +1.9% | 0.090% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 5,327 | $314K | 0.0% | +30.4% | 0.008% | |
| 5/5/2025 | AMG National Trust Bank | 58,441 | $3.45M | 0.1% | -6.0% | 0.083% | |
| 5/5/2025 | Private Advisor Group LLC | 7,874 | $464K | 0.0% | -2.9% | 0.011% | |
| 5/5/2025 | Capital Management Corp VA | 3,437 | $203K | 0.0% | N/A | 0.005% | |
| 5/2/2025 | Carson Advisory Inc. | 4,000 | $236K | 0.2% | -4.8% | 0.006% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 41,927 | $2.54M | 1.0% | -3.2% | 0.060% | |
| 5/2/2025 | Larson Financial Group LLC | 9,767 | $576K | 0.0% | -39.3% | 0.014% | |
| 5/2/2025 | Wealthfront Advisers LLC | 30,043 | $1.77M | 0.0% | -6.4% | 0.043% | |
| 5/2/2025 | Leo Wealth LLC | 617,336 | $36.41M | 5.2% | -17.6% | 0.881% | |
| 5/1/2025 | Gould Asset Management LLC CA | 33,076 | $1.95M | 0.4% | +1.1% | 0.047% | |
| 5/1/2025 | LRI Investments LLC | 19,192 | $1.13M | 0.1% | N/A | 0.027% | |
| 5/1/2025 | Asset Dedication LLC | 4,787 | $282K | 0.0% | +5.9% | 0.007% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 28,942 | $1.71M | 0.2% | +1.0% | 0.041% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 3,469 | $205K | 0.2% | N/A | 0.005% | |
| 4/30/2025 | Cerity Partners LLC | 278,465 | $16.42M | 0.0% | +1.7% | 0.397% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 2,162 | $128K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Allworth Financial LP | 31,128 | $1.87M | 0.0% | +151.8% | 0.044% | |
| 4/30/2025 | Rock Point Advisors LLC | 10,700 | $631K | 0.2% | N/A | 0.015% | |
| 4/30/2025 | POM Investment Strategies LLC | 2,294 | $135K | 0.2% | N/A | 0.003% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 4,191 | $247K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Financial Counselors Inc. | 7,050 | $416K | 0.0% | -3.2% | 0.010% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 1,718 | $101K | 0.0% | -15.2% | 0.002% | |
| 4/29/2025 | YANKCOM Partnership | 1,284 | $76K | 0.0% | -22.8% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 160,875 | $9.49M | 0.0% | -4.6% | 0.229% | |
| 4/29/2025 | Fund Evaluation Group LLC | 58,460 | $3.45M | 0.1% | N/A | 0.083% | |
| 4/29/2025 | One Day In July LLC | 9,526 | $562K | 0.1% | -10.0% | 0.014% | |
| 4/29/2025 | Bank of New York Mellon Corp | 39,064 | $2.30M | 0.0% | -16.5% | 0.056% | |
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| 4/29/2025 | Values Added Financial LLC | 14,843 | $875K | 0.5% | +50.2% | 0.021% | |
| 4/28/2025 | D.A. Davidson & CO. | 6,269 | $370K | 0.0% | -12.4% | 0.009% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 2,658 | $157K | 0.0% | +35.1% | 0.004% | |
| 4/28/2025 | Rossby Financial LCC | 873 | $52K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Sageworth Trust Co | 27,020 | $1.59M | 0.1% | +4.4% | 0.039% | |
| 4/28/2025 | Sageworth Trust Co of South Dakota | 12,710 | $750K | 0.9% | +5.9% | 0.018% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 10,289 | $607K | 0.5% | -3.3% | 0.015% | |
| 4/28/2025 | Sterling Group Wealth Management LLC | 5,640 | $333K | 0.2% | -12.2% | 0.008% | |
| 4/25/2025 | JNBA Financial Advisors | 21,858 | $1.29M | 0.1% | +9.8% | 0.031% | |
| 4/25/2025 | Libra Wealth LLC | 22,932 | $1.35M | 0.5% | -3.3% | 0.033% | |
