| 5/21/2025 | McAdam LLC | 8,251 | $427K | 0.0% | +7.0% | 0.002% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,179 | $2.18M | 0.1% | -4.0% | 0.009% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 113,899 | $5.90M | 5.0% | N/A | 0.024% | |
| 5/20/2025 | Belpointe Asset Management LLC | 83,576 | $4.33M | 0.2% | +66.5% | 0.018% | |
| 5/20/2025 | Focus Partners Wealth | 303,851 | $15.73M | 0.0% | +14.2% | 0.065% | |
| 5/20/2025 | Integrity Alliance LLC. | 69,117 | $3.58M | 0.1% | N/A | 0.015% | |
| 5/16/2025 | American Trust | 11,777 | $610K | 0.2% | -97.4% | 0.002% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 22,372 | $1.16M | 0.1% | +4.2% | 0.005% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 485,351 | $25.13M | 0.7% | -2.1% | 0.101% | |
| 5/16/2025 | Everstar Asset Management LLC | 7,176 | $372K | 0.1% | N/A | 0.001% | |
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| 5/16/2025 | Ashton Thomas Private Wealth LLC | 6,611 | $342K | 0.0% | -20.8% | 0.001% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,532 | $79K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 232,625 | $12.05M | 0.0% | N/A | 0.049% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 16,289 | $843K | 0.6% | N/A | 0.003% | |
| 5/16/2025 | Tiptree Advisors LLC | 129,350 | $6.70M | 5.5% | +44.8% | 0.027% | |
| 5/16/2025 | Redwood Financial Network Corp | 11,584 | $600K | 0.5% | +85.3% | 0.002% | |
| 5/16/2025 | Pacific Center for Financial Services | 10,193 | $528K | 0.1% | +78.0% | 0.002% | |
| 5/16/2025 | Concorde Asset Management LLC | 7,956 | $403K | 0.2% | +31.8% | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 7,174 | $371K | 0.0% | -59.6% | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 34,172 | $1.77M | 0.0% | +27.7% | 0.007% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 8,637 | $447K | 0.1% | -9.5% | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 9,366 | $485K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | First Financial Bankshares Inc | 12,408 | $642K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Ameriflex Group Inc. | 13,259 | $687K | 0.3% | +31.4% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 3,080,536 | $159.51M | 0.0% | +2.2% | 0.644% | |
| 5/15/2025 | Betterment LLC | 10,732 | $556K | 0.0% | -1.9% | 0.002% | |
| 5/15/2025 | MAI Capital Management | 10,949 | $567K | 0.0% | -42.7% | 0.002% | |
| 5/15/2025 | Calton & Associates Inc. | 12,012 | $622K | 0.1% | N/A | 0.003% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 117,244 | $6.07M | 1.2% | +21.5% | 0.024% | |
| 5/15/2025 | Baird Financial Group Inc. | 560,169 | $29.01M | 0.1% | +20.3% | 0.117% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 52,098 | $2.70M | 0.8% | +32.9% | 0.011% | |
| 5/14/2025 | Delta Investment Management LLC | 106,694 | $5.53M | 1.1% | +2.6% | 0.022% | |
| 5/14/2025 | CreativeOne Wealth LLC | 21,856 | $1.13M | 0.0% | -3.6% | 0.005% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 5,648 | $292K | 0.1% | +6.6% | 0.001% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 225,427 | $11.67M | 7.9% | -10.2% | 0.047% | |
| 5/14/2025 | NCM Capital Management LLC | 16,052 | $831K | 0.4% | +2.1% | 0.003% | |
| 5/14/2025 | Apexium Financial LP | 119,466 | $6.19M | 0.4% | +111.6% | 0.025% | |
| 5/14/2025 | Comerica Bank | 126,175 | $6.53M | 0.0% | +21.1% | 0.026% | |
| 5/14/2025 | Synovus Financial Corp | 8,959 | $464K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Napa Wealth Management | 10,642 | $551K | 0.3% | -19.2% | 0.002% | |
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| 5/14/2025 | SVB Wealth LLC | 703 | $36K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | B&D White Capital Company LLC | 287,752 | $14.90M | 2.2% | N/A | 0.060% | |
| 5/14/2025 | Cadence Bank | 53,672 | $2.78M | 0.2% | +53.9% | 0.011% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 40,558 | $2.10M | 0.2% | +23.6% | 0.008% | |
| 5/14/2025 | Caitlin John LLC | 4,643 | $240K | 0.2% | +48.4% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 156,795 | $8.12M | 0.0% | +90.6% | 0.033% | |
| 5/14/2025 | Haverford Trust Co | 28,454 | $1.47M | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 89,543 | $4.69M | 1.2% | +13.1% | 0.019% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 5,122 | $265K | 0.0% | +17.0% | 0.001% | |
| 5/14/2025 | Kestra Advisory Services LLC | 843,690 | $43.69M | 0.2% | +8.7% | 0.176% | |
| 5/14/2025 | Purus Wealth Management LLC | 51,054 | $2.64M | 1.1% | -1.3% | 0.011% | |
| 5/14/2025 | Compound Planning Inc. | 5,768 | $299K | 0.0% | -13.5% | 0.001% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 4,093 | $212K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,196,909 | $165.35M | 0.0% | +58.4% | 0.668% | |
| 5/14/2025 | Integras Partners LLC | 36,271 | $1.88M | 1.7% | +10.8% | 0.008% | |
| 5/14/2025 | CW Advisors LLC | 31,539 | $1.66M | 0.0% | N/A | 0.007% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 37,122 | $1.92M | 0.9% | +7.9% | 0.008% | |
| 5/14/2025 | Capital Analysts LLC | 112,914 | $5.85M | 0.2% | -0.6% | 0.024% | |
| 5/14/2025 | Tradition Wealth Management LLC | 216,570 | $11.21M | 1.0% | +9.1% | 0.045% | |
| 5/14/2025 | Venture Visionary Partners LLC | 104,207 | $5.40M | 0.2% | -43.1% | 0.022% | |
| 5/14/2025 | ZEGA Investments LLC | 43,414 | $2.25M | 0.3% | N/A | 0.009% | |
| 5/14/2025 | JT Stratford LLC | 53,808 | $2.79M | 0.5% | +8.5% | 0.011% | |
| 5/14/2025 | Blue Investment Partners LLC | 36,213 | $1.88M | 0.7% | +2.5% | 0.008% | |
| 5/14/2025 | M Holdings Securities Inc. | 29,508 | $1.53M | 0.3% | +27.6% | 0.006% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 37,680 | $1.95M | 0.0% | +11.7% | 0.008% | |
| 5/13/2025 | Cascade Financial Partners LLC | 3,886 | $201K | 0.0% | +6.7% | 0.001% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 587,634 | $30.43M | 0.3% | +19.3% | 0.123% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 85,580 | $4.43M | 2.1% | +9.9% | 0.018% | |
| 5/13/2025 | Tyler Stone Wealth Management | 62,510 | $3.24M | 0.6% | -12.5% | 0.013% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,818,537 | $197.72M | 0.1% | +23.3% | 0.798% | |
| 5/13/2025 | Cresset Asset Management LLC | 48,250 | $2.50M | 0.0% | +74.0% | 0.010% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 42,656 | $2.21M | 0.2% | -8.1% | 0.009% | |
| 5/13/2025 | Thompson Davis & CO. Inc. | 5,700 | $295K | 0.2% | N/A | 0.001% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 11,746 | $608K | 0.0% | +184.2% | 0.002% | |
| 5/13/2025 | Seaview Investment Managers LLC | 9,308 | $482K | 0.1% | +28.1% | 0.002% | |
| 5/13/2025 | Heck Capital Advisors LLC | 2,035 | $105K | 0.0% | -27.9% | 0.000% | |
| 5/13/2025 | NFP Retirement Inc. | 9,042 | $468K | 0.0% | +9.0% | 0.002% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 7,397 | $383K | 0.5% | -76.6% | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 835,765 | $43.28M | 0.1% | +4.9% | 0.179% | |
| 5/13/2025 | Trajan Wealth LLC | 74,194 | $3.84M | 0.2% | N/A | 0.016% | |
| 5/13/2025 | Delos Wealth Advisors LLC | 4,006 | $207K | 0.2% | N/A | 0.001% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,361 | $328K | 0.0% | +5.7% | 0.001% | |
| 5/12/2025 | Maia Wealth LLC | 53,528 | $2.67M | 0.6% | -26.4% | 0.011% | |
| 5/12/2025 | SouthState Corp | 1,400 | $72K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Cooper Financial Group | 18,391 | $952K | 0.1% | +12.0% | 0.004% | |
| 5/12/2025 | AFT Forsyth & Company Inc. | 12,768 | $661K | 0.4% | +14.4% | 0.003% | |
| 5/12/2025 | Benjamin Edwards Inc. | 71,675 | $3.71M | 0.1% | +15.6% | 0.015% | |
| 5/12/2025 | JPMorgan Chase & Co. | 22,135,873 | $1.15B | 0.1% | +9.3% | 4.738% | |
| 5/12/2025 | Townsquare Capital LLC | 17,606 | $912K | 0.0% | +293.8% | 0.004% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 15,000 | $777K | 0.0% | N/A | 0.003% | |
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| 5/12/2025 | Sloy Dahl & Holst LLC | 46,189 | $2.39M | 0.4% | +31.8% | 0.010% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 16,462 | $852K | 0.3% | -4.8% | 0.004% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 18,776 | $972K | 0.9% | +9.2% | 0.004% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 51,498 | $2.65M | 0.1% | N/A | 0.011% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 42,809 | $2.22M | 0.4% | +32.3% | 0.009% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 8,268 | $428K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | WealthShield Partners LLC | 8,651 | $448K | 0.1% | +2.5% | 0.002% | |
| 5/9/2025 | Palacios Wealth Management LLC | 92,286 | $4.78M | 2.3% | -1.4% | 0.020% | |
| 5/9/2025 | Cascade Wealth Advisors Inc | 76,600 | $3.83M | 2.7% | -11.3% | 0.016% | |
| 5/9/2025 | Westwood Holdings Group Inc. | 298,283 | $15.45M | 0.1% | +0.2% | 0.064% | |
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