| 6/4/2025 | First Hawaiian Bank | 39,861 | $1.95M | 0.1% | -20.1% | 0.003% | |
| 6/3/2025 | Invst LLC | 92,418 | $4.51M | 0.6% | -80.5% | 0.007% | |
| 5/29/2025 | Plum Street Advisors LLC | 119,596 | $5.84M | 2.8% | +0.7% | 0.009% | |
| 5/27/2025 | Jacobi Capital Management LLC | 5,516 | $269K | 0.0% | -11.9% | 0.000% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 178,668 | $8.72M | 0.3% | +82.5% | 0.014% | |
| 5/20/2025 | Tenret Co LLC | 247,606 | $12.09M | 7.3% | +5.7% | 0.019% | |
| 5/20/2025 | Focus Partners Wealth | 24,878 | $1.22M | 0.0% | -37.7% | 0.002% | |
| 5/19/2025 | SageView Advisory Group LLC | 28,143 | $1.37M | 0.1% | -8.7% | 0.002% | |
| 5/16/2025 | Prostatis Group LLC | 57,048 | $2.79M | 0.9% | +2.7% | 0.004% | |
| 5/16/2025 | HFM Investment Advisors LLC | 777 | $38K | 0.0% | N/A | 0.000% | |
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| 5/16/2025 | Ascent Group LLC | 98,248 | $4.80M | 0.2% | -6.3% | 0.007% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 10,498 | $512K | 0.0% | -2.3% | 0.001% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 60,661 | $2.96M | 0.1% | -4.9% | 0.005% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 374,806 | $18.30M | 0.0% | -2.7% | 0.028% | |
| 5/16/2025 | Kestra Investment Management LLC | 9,632 | $470K | 0.0% | +47.2% | 0.001% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 3,251 | $159K | 0.1% | +73.2% | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 217,394 | $10.61M | 0.0% | -12.3% | 0.016% | |
| 5/16/2025 | Talon Private Wealth LLC | 9,725 | $475K | 0.1% | -8.5% | 0.001% | |
| 5/16/2025 | National Wealth Management Group LLC | 17,916 | $875K | 0.6% | -3.8% | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 694,558 | $33.91M | 0.2% | -0.8% | 0.053% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 16,170 | $789K | 0.0% | -13.5% | 0.001% | |
| 5/16/2025 | Jentner Corp | 20,099 | $981K | 0.3% | -17.3% | 0.002% | |
| 5/16/2025 | Cook Wealth LLC | 14,948 | $738K | 0.4% | +5.7% | 0.001% | |
| 5/16/2025 | Copperleaf Capital LLC | 6,046 | $295K | 0.2% | N/A | 0.000% | |
| 5/16/2025 | Alliancebernstein L.P. | 5,300,708 | $258.78M | 0.1% | +114.5% | 0.402% | |
| 5/16/2025 | Ancora Advisors LLC | 87,926 | $4.29M | 0.1% | +28.6% | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 9,722 | $475K | 0.0% | -32.8% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 71,740 | $3.50M | 0.1% | +127.9% | 0.006% | |
| 5/15/2025 | Flputnam Investment Management Co. | 31,239 | $1.53M | 0.0% | -82.2% | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 7,891,363 | $385.26M | 0.1% | -10.1% | 0.609% | |
| 5/15/2025 | Betterment LLC | 18,361,230 | $896.40M | 2.1% | -12.3% | 1.418% | |
| 5/15/2025 | MAI Capital Management | 71,527 | $3.49M | 0.0% | -16.1% | 0.006% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 238,958 | $11.71M | 5.6% | -14.5% | 0.018% | |
| 5/15/2025 | Calton & Associates Inc. | 10,942 | $534K | 0.1% | N/A | 0.001% | |
| 5/15/2025 | Baird Financial Group Inc. | 94,864 | $4.63M | 0.0% | +7.2% | 0.007% | |
| 5/15/2025 | OLD Mission Capital LLC | 92,004 | $4.49M | 0.1% | +119.6% | 0.007% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 31,858 | $1.56M | 0.5% | N/A | 0.002% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 818 | $40K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | WPG Advisers LLC | 5,024 | $245K | 0.2% | N/A | 0.000% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 20,220 | $987K | 0.2% | +7.6% | 0.002% | |
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| 5/14/2025 | Truvestments Capital LLC | 822 | $40K | 0.0% | -75.5% | 0.000% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 190,445 | $9.30M | 0.9% | +6.4% | 0.015% | |
| 5/14/2025 | Note Advisors LLC | 67,814 | $3.31M | 2.7% | +10.7% | 0.005% | |
| 5/14/2025 | CreativeOne Wealth LLC | 643,789 | $31.43M | 0.9% | +0.3% | 0.050% | |
| 5/14/2025 | Redwood Investment Management LLC | 16,079 | $785K | 0.1% | -9.3% | 0.001% | |
| 5/14/2025 | Full Sail Capital LLC | 484,671 | $23.66M | 1.5% | +3.7% | 0.037% | |
| 5/14/2025 | Bakala Capital LLC | 19,504 | $952K | 5.5% | +19.7% | 0.002% | |
| 5/14/2025 | Comerica Bank | 256,061 | $12.50M | 0.1% | +7.5% | 0.020% | |
| 5/14/2025 | Freedom Investment Management Inc. | 59,082 | $2.88M | 0.2% | +5.2% | 0.005% | |
| 5/14/2025 | Oak Harvest Investment Services | 6,319 | $308K | 0.0% | -11.3% | 0.000% | |
| 5/14/2025 | SVB Wealth LLC | 3,110 | $152K | 0.0% | -54.2% | 0.000% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 2,014,015 | $98.32M | 8.4% | +3.4% | 0.156% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 145,980 | $7.13M | 0.7% | +11.5% | 0.011% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 626,325 | $30.58M | 0.0% | +42.1% | 0.048% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 34,590 | $1.69M | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 348,720 | $17.03M | 0.1% | +28.4% | 0.027% | |
| 5/14/2025 | Strategic Financial Planning Inc. | 64,291 | $3.14M | 2.2% | -1.0% | 0.005% | |
| 5/14/2025 | Rede Wealth LLC | 5,184 | $253K | 0.1% | -4.8% | 0.000% | |
| 5/14/2025 | 1832 Asset Management L.P. | 700,154 | $34.18M | 0.0% | +0.9% | 0.054% | |
| 5/14/2025 | Compound Planning Inc. | 75,007 | $3.66M | 0.2% | -1.5% | 0.006% | |
| 5/14/2025 | Gould Capital LLC | 154,473 | $7.54M | 5.3% | +3.0% | 0.012% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,027,101 | $50.27M | 0.0% | -12.9% | 0.079% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 30,732 | $1.50M | 0.1% | -1.8% | 0.002% | |
| 5/14/2025 | CW Advisors LLC | 52,159 | $2.55M | 0.0% | +160.7% | 0.004% | |
| 5/14/2025 | Summit Financial LLC | 10,062 | $491K | 0.0% | -42.0% | 0.001% | |
| 5/14/2025 | Estate Counselors LLC | 198,565 | $9.69M | 1.0% | +2,792.4% | 0.015% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 35,742 | $1.75M | 3.7% | +6.0% | 0.003% | |
| 5/14/2025 | TFB Advisors LLC | 25,452 | $1.24M | 0.4% | -1.0% | 0.002% | |
| 5/14/2025 | Capital Analysts LLC | 43,810 | $2.14M | 0.1% | +12.5% | 0.003% | |
| 5/14/2025 | Heritage Financial Services LLC | 4,819 | $235K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Crabel Capital Management LLC | 63,922 | $3.12M | 3.4% | +623.6% | 0.005% | |
| 5/14/2025 | JT Stratford LLC | 27,432 | $1.34M | 0.2% | -3.7% | 0.002% | |
| 5/14/2025 | Hsbc Holdings PLC | 107,758 | $5.26M | 0.0% | +44.3% | 0.008% | |
| 5/14/2025 | Financial Advisors Network Inc. | 378,254 | $18.47M | 3.1% | +14.1% | 0.029% | |
| 5/14/2025 | M Holdings Securities Inc. | 114,285 | $5.58M | 0.9% | +3.3% | 0.009% | |
| 5/14/2025 | Petix & Botte Co | 88,858 | $4.34M | 1.1% | -11.0% | 0.007% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 23,741 | $1.16M | 0.0% | -8.4% | 0.002% | |
| 5/13/2025 | Brooklyn Investment Group | 6,210 | $303K | 0.1% | N/A | 0.000% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 7,390 | $361K | 0.0% | +13.3% | 0.001% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 160,372 | $7.83M | 0.1% | +0.5% | 0.012% | |
| 5/13/2025 | Raymond James Financial Inc. | 856,423 | $41.81M | 0.0% | +22.8% | 0.066% | |
| 5/13/2025 | Cresset Asset Management LLC | 14,451 | $705K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Global Endowment Management LP | 17,861 | $872K | 0.1% | N/A | 0.001% | |
| 5/13/2025 | American Investment Services Inc. | 8,299 | $405K | 0.1% | -18.7% | 0.001% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 369,124 | $18.02M | 1.0% | +1.8% | 0.029% | |
| 5/13/2025 | Horizon Investments LLC | 359,111 | $17.46M | 0.5% | -0.7% | 0.028% | |
| 5/13/2025 | Trivium Point Advisory LLC | 9,836 | $480K | 0.1% | -5.2% | 0.001% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 846,410 | $41.32M | 1.1% | -7.8% | 0.065% | |
| 5/13/2025 | NFP Retirement Inc. | 19,574 | $956K | 0.1% | -50.0% | 0.002% | |
| 5/13/2025 | Brooklyn FI LLC | 191,912 | $9.39M | 2.9% | +8.3% | 0.015% | |
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| 5/13/2025 | GKV Capital Management Co. Inc. | 31,858 | $1.56M | 1.3% | N/A | 0.002% | |
| 5/13/2025 | Prudential PLC | 94,045 | $4.59M | 0.0% | -5.1% | 0.007% | |
| 5/13/2025 | HighTower Advisors LLC | 331,888 | $16.20M | 0.0% | +68.0% | 0.026% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 6,359 | $308K | 0.0% | +33.9% | 0.000% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 19,558 | $955K | 0.6% | +5.3% | 0.002% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 82,409 | $4.02M | 0.0% | +1,578.4% | 0.006% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 218,035 | $10.65M | 0.8% | +4.3% | 0.017% | |
| 5/12/2025 | Maia Wealth LLC | 24,133 | $1.18M | 0.3% | +10.7% | 0.002% | |
| 5/12/2025 | Independent Advisor Alliance | 10,333 | $504K | 0.0% | -81.4% | 0.001% | |
| 5/12/2025 | Berger Financial Group Inc | 7,766 | $379K | 0.0% | +6.0% | 0.001% | |
