| 5/21/2025 | MBL Wealth LLC | 715,959 | $34.62M | 3.5% | +0.5% | 0.767% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 490,976 | $23.74M | 0.8% | +0.2% | 0.526% | |
| 5/20/2025 | Acorns Advisers LLC | 10,922,893 | $528.12M | 5.1% | +1.8% | 11.695% | |
| 5/20/2025 | Focus Partners Wealth | 28,788 | $1.39M | 0.0% | -7.9% | 0.031% | |
| 5/19/2025 | Jane Street Group LLC | 34,762 | $1.68M | 0.0% | N/A | 0.037% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 5,510 | $266K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 10,180 | $492K | 0.0% | +4.8% | 0.011% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 165,118 | $7.98M | 0.0% | +100.9% | 0.177% | |
| 5/16/2025 | Jones Financial Companies Lllp | 577,567 | $28.48M | 0.0% | -16.3% | 0.618% | |
| 5/16/2025 | NewEdge Advisors LLC | 50,967 | $2.46M | 0.0% | +31.9% | 0.055% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 15,469 | $748K | 0.0% | -9.3% | 0.017% | |
| 5/16/2025 | Banque Transatlantique SA | 1,442 | $64K | 0.0% | -38.7% | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 71,697 | $3.47M | 0.1% | +61.5% | 0.077% | |
| 5/15/2025 | Royal Bank of Canada | 852,021 | $41.20M | 0.0% | +40.2% | 0.912% | |
| 5/15/2025 | Betterment LLC | 37,372 | $1.81M | 0.0% | -6.1% | 0.040% | |
| 5/15/2025 | MAI Capital Management | 13,550 | $655K | 0.0% | +6.3% | 0.015% | |
| 5/15/2025 | Baird Financial Group Inc. | 30,144 | $1.46M | 0.0% | -3.2% | 0.032% | |
| 5/15/2025 | TD Capital Management LLC | 81,048 | $3.92M | 0.4% | -1.9% | 0.087% | |
| 5/15/2025 | Oarsman Capital Inc. | 23,466 | $1.14M | 0.2% | -29.8% | 0.025% | |
| 5/14/2025 | Ieq Capital LLC | 11,000 | $532K | 0.0% | N/A | 0.012% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 54,944 | $2.66M | 1.1% | -2.5% | 0.059% | |
| 5/14/2025 | Comerica Bank | 9,484 | $459K | 0.0% | -67.3% | 0.010% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 11,905 | $575K | 0.1% | +438.7% | 0.013% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,025 | $533K | 0.0% | -3.2% | 0.012% | |
| 5/14/2025 | Kestra Advisory Services LLC | 54,672 | $2.64M | 0.0% | +2.9% | 0.059% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 180,550 | $8.73M | 0.9% | +4.7% | 0.193% | |
| 5/14/2025 | 1832 Asset Management L.P. | 29,935 | $1.45M | 0.0% | +254.0% | 0.032% | |
| 5/14/2025 | CW Advisors LLC | 33,370 | $1.61M | 0.0% | N/A | 0.036% | |
| 5/14/2025 | Summit Financial LLC | 10,739 | $519K | 0.0% | +68.3% | 0.011% | |
| 5/14/2025 | Flow Traders U.S. LLC | 19,050 | $921K | 0.0% | N/A | 0.020% | |
| 5/14/2025 | GM Advisory Group LLC | 12,315 | $595K | 0.0% | N/A | 0.013% | |
| 5/14/2025 | Colonial Trust Advisors | 11,442 | $553K | 0.0% | -4.6% | 0.012% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 21,145 | $1.02M | 0.0% | -6.7% | 0.023% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 105,973 | $5.12M | 0.0% | -9.5% | 0.113% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,996,862 | $96.55M | 0.0% | +5.1% | 2.138% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 44,255 | $2.14M | 0.9% | +13.7% | 0.047% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 6,760 | $327K | 0.0% | -5.6% | 0.007% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 5,760 | $278K | 0.3% | -4.6% | 0.006% | |
| 5/13/2025 | Russell Investments Group Ltd. | 128,699 | $6.22M | 0.0% | N/A | 0.138% | |
| 5/13/2025 | Stone House Investment Management LLC | 41,321 | $2.00M | 0.4% | +18.4% | 0.044% | |
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| 5/13/2025 | HighTower Advisors LLC | 122,671 | $5.93M | 0.0% | -25.6% | 0.131% | |
| 5/12/2025 | Berger Financial Group Inc | 16,675 | $806K | 0.1% | -12.3% | 0.018% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 492,346 | $23.81M | 2.0% | +1.3% | 0.527% | |
| 5/12/2025 | National Bank of Canada FI | 13,519 | $653K | 0.0% | -20.3% | 0.014% | |
| 5/12/2025 | AlphaCore Capital LLC | 15,075 | $729K | 0.1% | N/A | 0.016% | |
| 5/12/2025 | Ironwood Investment Counsel LLC | 22,647 | $1.10M | 0.2% | -31.2% | 0.024% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 19,506 | $943K | 0.2% | +10.0% | 0.021% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 2,984,761 | $144.31M | 0.0% | -2.7% | 3.196% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 13,249 | $641K | 0.3% | -28.0% | 0.014% | |
| 5/9/2025 | WealthShield Partners LLC | 3,279 | $159K | 0.0% | -16.6% | 0.004% | |
| 5/9/2025 | Wealthspire Advisors LLC | 33,941 | $1.64M | 0.0% | -8.5% | 0.036% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 62,814 | $3.09M | 2.1% | +7.6% | 0.067% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,895 | $285K | 0.0% | +8.5% | 0.006% | |
| 5/9/2025 | Sfmg LLC | 4,977 | $241K | 0.0% | +13.2% | 0.005% | |
| 5/9/2025 | Blair William & Co. IL | 14,126 | $683K | 0.0% | -3.6% | 0.015% | |
| 5/9/2025 | Delta Financial Group Inc. | 16,685 | $804K | 0.2% | -17.9% | 0.018% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 61,770 | $2.99M | 0.0% | -18.4% | 0.066% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 65,714 | $3.18M | 0.1% | +0.8% | 0.070% | |
| 5/8/2025 | BCGM Wealth Management LLC | 87,012 | $4.21M | 1.3% | +3.8% | 0.093% | |
| 5/8/2025 | Alexander Randolph Advisory Inc. | 209,648 | $10.14M | 9.9% | +2.2% | 0.224% | |
| 5/8/2025 | Harbour Investments Inc. | 25,588 | $1.24M | 0.0% | -13.0% | 0.027% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 24,636 | $1.19M | 0.2% | -24.3% | 0.026% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 50,737 | $2.45M | 0.2% | -6.8% | 0.054% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 149,675 | $7.24M | 2.8% | N/A | 0.160% | |
| 5/8/2025 | Independence Financial Advisors LLC | 268,805 | $13.00M | 4.9% | N/A | 0.288% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 492,087 | $23.80M | 0.6% | +0.4% | 0.527% | |
| 5/7/2025 | Lutz Financial Services LLC | 91,020 | $4.40M | 0.4% | +0.4% | 0.097% | |
| 5/7/2025 | KFA Private Wealth Group LLC | 140,473 | $6.79M | 2.4% | +2.8% | 0.150% | |
| 5/7/2025 | Vantage Financial Partners LLC | 28,475 | $1.38M | 0.3% | -3.5% | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 671,916 | $32.49M | 0.0% | +2.5% | 0.719% | |
| 5/7/2025 | Keystone Financial Group Inc. | 40,248 | $1.94M | 1.4% | +533.8% | 0.043% | |
| 5/6/2025 | FPC Investment Advisory Inc. | 505,439 | $24.36M | 16.6% | +10.1% | 0.541% | |
| 5/6/2025 | Cetera Investment Advisers | 137,897 | $6.67M | 0.0% | +2.2% | 0.148% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,652 | $563K | 0.0% | N/A | 0.012% | |
| 5/6/2025 | AE Wealth Management LLC | 1,701 | $82K | 0.0% | -36.9% | 0.002% | |
| 5/6/2025 | Summit Wealth Partners LLC | 76,162 | $3.68M | 0.7% | -0.9% | 0.082% | |
| 5/6/2025 | Strategic Financial Partners Ltd. | 7,406 | $358K | 0.2% | -93.5% | 0.008% | |
| 5/6/2025 | Choreo LLC | 21,683 | $1.05M | 0.0% | +38.7% | 0.023% | |
| 5/5/2025 | Bluestem Financial Advisors LLC | 110,213 | $5.33M | 2.5% | -1.5% | 0.118% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 11,876 | $574K | 0.0% | -6.5% | 0.013% | |
| 5/5/2025 | Wealth Dimensions Group Ltd. | 49,899 | $2.41M | 0.6% | +4.9% | 0.053% | |
| 5/5/2025 | Midwest Capital Advisors LLC | 2,408 | $116K | 0.1% | -61.0% | 0.003% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 32,905 | $1.59M | 0.0% | +8.3% | 0.035% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 20,881 | $1.01M | 0.0% | +3.8% | 0.022% | |
| 5/5/2025 | Private Advisor Group LLC | 55,861 | $2.70M | 0.0% | -2.3% | 0.060% | |
| 5/5/2025 | Darden Wealth Group Inc | 27,491 | $1.33M | 1.0% | -1.1% | 0.029% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 201,600 | $9.75M | 1.7% | -2.5% | 0.216% | |
| 5/2/2025 | Cable Hill Partners LLC | 18,701 | $909K | 0.1% | +13.1% | 0.020% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 690 | $33K | 0.0% | +762.5% | 0.001% | |
| 5/2/2025 | BIP Wealth LLC | 5,506 | $266K | 0.0% | -17.7% | 0.006% | |
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| 5/2/2025 | LJI Wealth Management LLC | 43,673 | $2.11M | 0.4% | -5.3% | 0.047% | |
| 5/1/2025 | Cahaba Wealth Management Inc. | 965,759 | $46.69M | 3.9% | +4.4% | 1.034% | |
| 5/1/2025 | Woodside Wealth Management LLC | 936 | $45K | 0.0% | N/A | 0.001% | |
| 5/1/2025 | CWM LLC | 13,290 | $643K | 0.0% | -22.0% | 0.014% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 474,692 | $22.95M | 0.8% | +11.2% | 0.508% | |
| 5/1/2025 | Omega Financial Group LLC | 270,019 | $13.06M | 5.0% | +3.4% | 0.289% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 31,981 | $1.55M | 1.4% | -1.6% | 0.034% | |
| 5/1/2025 | Fonville Wealth Management LLC | 162,771 | $7.88M | 2.3% | +25.7% | 0.174% | |
| 4/30/2025 | Joseph Group Capital Management | 49,376 | $2.39M | 0.9% | -1.9% | 0.053% | |
| 4/30/2025 | Cerity Partners LLC | 18,863 | $912K | 0.0% | -34.9% | 0.020% | |
