| 6/10/2025 | Birchbrook Inc. | 18,721 | $1.53M | 0.9% | +3.6% | 0.017% | |
| 6/6/2025 | eCIO Inc. | 14,535 | $1.19M | 0.4% | N/A | 0.013% | |
| 6/4/2025 | First Hawaiian Bank | 19,608 | $1.60M | 0.1% | +166.2% | 0.018% | |
| 6/2/2025 | Modern Wealth Management LLC | 6,229 | $509K | 0.0% | N/A | 0.006% | |
| 5/21/2025 | McAdam LLC | 5,593 | $457K | 0.0% | +15.3% | 0.005% | |
| 5/21/2025 | Acadian Asset Management LLC | 16,477 | $1.35M | 0.0% | +59.1% | 0.015% | |
| 5/20/2025 | Acorns Advisers LLC | 1,456,662 | $119.00M | 1.1% | -2.6% | 1.341% | |
| 5/20/2025 | Focus Partners Wealth | 34,517 | $2.82M | 0.0% | +14.9% | 0.032% | |
| 5/20/2025 | Nepc LLC | 12,495 | $1.02M | 0.0% | +81.7% | 0.012% | |
| 5/19/2025 | Jane Street Group LLC | 519,771 | $42.46M | 0.0% | -16.8% | 0.479% | |
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| 5/19/2025 | SageView Advisory Group LLC | 35,866 | $2.93M | 0.1% | -37.0% | 0.033% | |
| 5/19/2025 | SCS Capital Management LLC | 6,135 | $501K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 4,550 | $372K | 0.0% | -3.1% | 0.004% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,571,253 | $128.36M | 0.0% | -3.3% | 1.447% | |
| 5/16/2025 | Jones Financial Companies Lllp | 123,179 | $9.67M | 0.0% | -5.1% | 0.113% | |
| 5/16/2025 | Plancorp LLC | 38,399 | $3.14M | 0.1% | -5.9% | 0.035% | |
| 5/16/2025 | Nepc LLC | 12,495 | $1.02M | 0.0% | +81.7% | 0.012% | |
| 5/16/2025 | NewEdge Advisors LLC | 67,133 | $5.48M | 0.0% | -6.3% | 0.062% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 22,506 | $1.84M | 0.0% | -1.6% | 0.021% | |
| 5/16/2025 | AlTi Global Inc. | 155,653 | $12.72M | 0.3% | -34.0% | 0.143% | |
| 5/16/2025 | Aprio Wealth Management LLC | 13,319 | $1.09M | 0.1% | -1.8% | 0.012% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 278,452 | $22.74M | 0.1% | -1.8% | 0.256% | |
| 5/15/2025 | EP Wealth Advisors LLC | 551,520 | $45.05M | 0.4% | -0.4% | 0.508% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 19,824 | $1.62M | 0.0% | +107.5% | 0.018% | |
| 5/15/2025 | Flputnam Investment Management Co. | 1,006,200 | $82.20M | 1.5% | -1.8% | 0.927% | |
| 5/15/2025 | Royal Bank of Canada | 412,370 | $33.69M | 0.0% | +0.6% | 0.380% | |
| 5/15/2025 | Baird Financial Group Inc. | 208,571 | $17.04M | 0.0% | -5.2% | 0.192% | |
| 5/15/2025 | WPG Advisers LLC | 1,974 | $161K | 0.2% | N/A | 0.002% | |
| 5/15/2025 | TD Capital Management LLC | 603 | $49K | 0.0% | -17.4% | 0.001% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 3,044 | $249K | 0.1% | -70.5% | 0.003% | |
| 5/15/2025 | Clarity Asset Management Inc. | 2,680 | $219K | 0.1% | -70.8% | 0.002% | |
| 5/14/2025 | Jane Street Group LLC | 700,271 | $57.21M | 0.0% | +12.1% | 0.645% | |
| 5/14/2025 | Comerica Bank | 8,348 | $682K | 0.0% | -32.5% | 0.008% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 274,161 | $22.40M | 1.9% | -2.1% | 0.252% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 727 | $60K | 0.0% | +1,035.9% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,083,587 | $88.52M | 0.1% | +6.7% | 0.998% | |
| 5/14/2025 | Haverford Trust Co | 20,432 | $1.67M | 0.0% | +9.4% | 0.019% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 13,141 | $1.07M | 0.1% | -10.8% | 0.012% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,323 | $3.21M | 0.0% | -9.9% | 0.036% | |
| 5/14/2025 | Rede Wealth LLC | 3,105 | $254K | 0.1% | -5.5% | 0.003% | |
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| 5/14/2025 | Wescott Financial Advisory Group LLC | 10,538 | $861K | 0.1% | -21.7% | 0.010% | |
| 5/14/2025 | Compound Planning Inc. | 8,953 | $731K | 0.0% | -23.0% | 0.008% | |
| 5/14/2025 | Gould Capital LLC | 1,757 | $144K | 0.1% | +8.9% | 0.002% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,290,845 | $105.53M | 0.0% | -35.7% | 1.189% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 10,005 | $817K | 0.0% | +10.7% | 0.009% | |
| 5/14/2025 | CW Advisors LLC | 3,075 | $251K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | United Asset Strategies Inc. | 3,799 | $310K | 0.0% | +4.9% | 0.003% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 225,418 | $18.41M | 0.3% | -6.6% | 0.208% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 33,002 | $2.70M | 0.2% | +13.8% | 0.030% | |
| 5/14/2025 | Capital Analysts LLC | 11,342 | $926K | 0.0% | -6.5% | 0.010% | |
| 5/14/2025 | CWS Financial Advisors LLC | 2,620 | $214K | 0.1% | N/A | 0.002% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 120,388 | $9.84M | 0.4% | +2.8% | 0.111% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 34,931 | $2.85M | 0.0% | -2.9% | 0.032% | |
| 5/13/2025 | Northern Trust Corp | 5,656,013 | $462.04M | 0.1% | +0.9% | 5.208% | |
| 5/13/2025 | Blue Edge Capital LLC | 47,909 | $3.91M | 0.6% | +9.0% | 0.044% | |
| 5/13/2025 | Cascade Financial Partners LLC | 11,914 | $973K | 0.1% | -17.3% | 0.011% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 132,106 | $10.79M | 0.1% | -2.7% | 0.122% | |
| 5/13/2025 | Raymond James Financial Inc. | 158,139 | $12.92M | 0.0% | -8.7% | 0.146% | |
| 5/13/2025 | Cresset Asset Management LLC | 48,555 | $3.97M | 0.0% | +0.6% | 0.045% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 12,229 | $999K | 0.2% | +6.3% | 0.011% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 39,104 | $3.19M | 0.9% | -3.3% | 0.036% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 12,004 | $981K | 0.0% | +4.4% | 0.011% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,204 | $98K | 0.1% | N/A | 0.001% | |
| 5/13/2025 | Brooklyn FI LLC | 17,113 | $1.40M | 0.4% | +5.1% | 0.016% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,309 | $107K | 0.0% | -14.3% | 0.001% | |
| 5/13/2025 | Callan Family Office LLC | 3,809 | $311K | 0.0% | -13.9% | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 548,819 | $44.83M | 0.1% | -1.6% | 0.505% | |
| 5/13/2025 | Peak Financial Management Inc. | 8,146 | $666K | 0.2% | -2.5% | 0.008% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 162,987 | $13.31M | 0.0% | -1.0% | 0.150% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 6,256 | $511K | 0.1% | +5.8% | 0.006% | |
| 5/12/2025 | SouthState Corp | 3,625 | $296K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 15,557 | $1.27M | 0.1% | -5.4% | 0.014% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 19,126 | $1.56M | 0.3% | -4.1% | 0.018% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 1,946 | $159K | 0.0% | -17.2% | 0.002% | |
| 5/12/2025 | Covestor Ltd | 1,524 | $125K | 0.1% | -8.8% | 0.001% | |
| 5/12/2025 | JPMorgan Chase & Co. | 7,173,197 | $585.98M | 0.0% | +14.4% | 6.605% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 40,307 | $3.29M | 2.6% | +2.2% | 0.037% | |
| 5/12/2025 | Townsquare Capital LLC | 11,637 | $951K | 0.0% | +17.1% | 0.011% | |
| 5/12/2025 | Founders Financial Alliance LLC | 2,750 | $225K | 0.1% | +189.5% | 0.003% | |
| 5/12/2025 | National Bank of Canada FI | 22,272 | $1.85M | 0.0% | +5.5% | 0.021% | |
| 5/12/2025 | AlphaCore Capital LLC | 6,519 | $533K | 0.0% | N/A | 0.006% | |
| 5/12/2025 | Alesco Advisors LLC | 142,775 | $11.66M | 0.4% | -0.1% | 0.131% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 3,251 | $265K | 0.1% | -13.3% | 0.003% | |
| 5/9/2025 | Deutsche Bank AG | 1,194 | $98K | 0.0% | -88.9% | 0.001% | |
| 5/9/2025 | Foster Dykema Cabot & Partners LLC | 2,756 | $225K | 0.0% | -77.1% | 0.003% | |
| 5/9/2025 | Roof Eidam Maycock Peralta LLC | 118,639 | $9.69M | 2.6% | -0.4% | 0.109% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 115,166 | $9.41M | 0.2% | -22.2% | 0.106% | |
| 5/9/2025 | Planning Alternatives Ltd. ADV | 16,276 | $1.33M | 0.2% | -6.9% | 0.015% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 744 | $61K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Wealthspire Advisors LLC | 118,625 | $9.69M | 0.1% | -0.9% | 0.109% | |
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| 5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 27,626 | $2.26M | 1.0% | +10.1% | 0.025% | |
| 5/9/2025 | Associated Banc Corp | 5,159 | $421K | 0.0% | +68.4% | 0.005% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 2,794 | $228K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | Empower Advisory Group LLC | 5,858,225 | $478.56M | 1.6% | -1.8% | 5.394% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 4,981 | $407K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,016,204 | $83.01M | 0.1% | +3.0% | 0.936% | |
| 5/9/2025 | Blair William & Co. IL | 187,712 | $15.33M | 0.0% | -0.1% | 0.173% | |
| 5/9/2025 | Blue Sky Capital Consultants Group Inc. | 36,957 | $3.02M | 2.0% | -1.3% | 0.034% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 621,606 | $50.78M | 0.0% | +11.9% | 0.572% | |
| 5/8/2025 | TIAA Trust National Association | 4,278,805 | $349.54M | 1.1% | -4.6% | 3.940% | |
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