| 6/2/2025 | Modern Wealth Management LLC | 3,588 | $228K | 0.0% | -19.9% | 0.003% | |
| 5/28/2025 | Jones Financial Companies Lllp | 10,190,121 | $655.07M | 0.6% | +4.9% | 7.258% | |
| 5/21/2025 | McAdam LLC | 11,574 | $735K | 0.0% | -52.8% | 0.008% | |
| 5/21/2025 | Acadian Asset Management LLC | 66,212 | $4.21M | 0.0% | -14.0% | 0.046% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 14,968 | $951K | 0.0% | +15.8% | 0.010% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,197 | $267K | 0.0% | +34.0% | 0.003% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 4,197 | $267K | 0.1% | N/A | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 1,362,935 | $86.59M | 0.2% | +8.5% | 0.943% | |
| 5/20/2025 | Strive Asset Management LLC | 22,488 | $1.43M | 1.0% | -14.8% | 0.016% | |
| 5/20/2025 | Glenview Trust co | 13,272 | $843K | 0.0% | -4.8% | 0.009% | |
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| 5/19/2025 | Jane Street Group LLC | 250,000 | $15.88M | 0.0% | N/A | 0.173% | |
| 5/19/2025 | SageView Advisory Group LLC | 19,474 | $1.24M | 0.1% | -42.4% | 0.013% | |
| 5/19/2025 | SCS Capital Management LLC | 20,478 | $1.30M | 0.0% | N/A | 0.014% | |
| 5/16/2025 | Peloton Wealth Strategists | 31,789 | $2.02M | 0.8% | +756.2% | 0.023% | |
| 5/16/2025 | Ascent Group LLC | 9,073 | $576K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 79,747 | $5.07M | 0.4% | +34,126.2% | 0.057% | |
| 5/16/2025 | Great Lakes Advisors LLC | 116,983 | $7.43M | 0.1% | +0.4% | 0.083% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 7,484 | $475K | 0.0% | +9.4% | 0.005% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 3,449,588 | $219.15M | 0.0% | -4.0% | 2.457% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,844,870 | $632.89M | 0.6% | +1.3% | 7.012% | |
| 5/16/2025 | Plancorp LLC | 454,138 | $28.85M | 1.1% | -1.5% | 0.323% | |
| 5/16/2025 | NewEdge Advisors LLC | 94,324 | $5.99M | 0.0% | +2.7% | 0.067% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 94,966 | $6.03M | 0.1% | -12.2% | 0.068% | |
| 5/16/2025 | Hancock Whitney Corp | 47,425 | $3.01M | 0.1% | -2.6% | 0.034% | |
| 5/16/2025 | Curi RMB Capital LLC | 13,601 | $864K | 0.0% | +10.9% | 0.010% | |
| 5/16/2025 | AQR Capital Management LLC | 9,660 | $614K | 0.0% | +28.4% | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 13,636 | $866K | 0.0% | +89.6% | 0.010% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 84,114 | $5.34M | 0.1% | +5.1% | 0.060% | |
| 5/15/2025 | Royal Bank of Canada | 237,067 | $15.06M | 0.0% | +6.4% | 0.169% | |
| 5/15/2025 | Betterment LLC | 9,775 | $621K | 0.0% | +2.0% | 0.007% | |
| 5/15/2025 | MAI Capital Management | 280,664 | $17.83M | 0.1% | +7.9% | 0.200% | |
| 5/15/2025 | Baird Financial Group Inc. | 120,897 | $7.68M | 0.0% | -23.1% | 0.086% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 8,851 | $562K | 0.1% | -5.3% | 0.006% | |
| 5/15/2025 | Tortoise Investment Management LLC | 17,152 | $1.09M | 0.1% | -2.1% | 0.012% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 4,063 | $258K | 0.2% | N/A | 0.003% | |
| 5/14/2025 | Note Advisors LLC | 4,925 | $313K | 0.3% | -31.5% | 0.004% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 4,763 | $303K | 0.1% | +17.6% | 0.003% | |
| 5/14/2025 | Jane Street Group LLC | 250,000 | $15.88M | 0.0% | N/A | 0.178% | |
| 5/14/2025 | Full Sail Capital LLC | 216,349 | $13.75M | 0.9% | +0.4% | 0.154% | |
| 5/14/2025 | Comerica Bank | 56,809 | $3.61M | 0.0% | -5.8% | 0.040% | |
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| 5/14/2025 | RPg Family Wealth Advisory LLC | 22,576 | $1.43M | 0.4% | +1.4% | 0.016% | |
| 5/14/2025 | Walleye Capital LLC | 45,718 | $2.90M | 0.0% | +908.6% | 0.033% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 3,695 | $238K | 0.0% | +814.6% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 583,080 | $37.04M | 0.0% | -4.0% | 0.415% | |
| 5/14/2025 | Douglass Winthrop Advisors LLC | 7,950 | $505K | 0.0% | -8.4% | 0.006% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 17,039 | $1.08M | 0.1% | +9.7% | 0.012% | |
| 5/14/2025 | Kestra Advisory Services LLC | 12,419 | $789K | 0.0% | -12.5% | 0.009% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 24,959 | $1.59M | 0.2% | +1.0% | 0.018% | |
| 5/14/2025 | Compound Planning Inc. | 12,923 | $821K | 0.0% | -26.3% | 0.009% | |
| 5/14/2025 | Guidance Point Advisors LLC | 18,601 | $1.18M | 0.3% | -49.5% | 0.013% | |
| 5/14/2025 | Summit Financial LLC | 11,113 | $706K | 0.0% | +3.0% | 0.008% | |
| 5/14/2025 | Flow Traders U.S. LLC | 45,865 | $2.91M | 0.1% | N/A | 0.033% | |
| 5/14/2025 | Capital Analysts LLC | 26,141 | $1.66M | 0.1% | -14.9% | 0.019% | |
| 5/14/2025 | M Holdings Securities Inc. | 20,295 | $1.29M | 0.2% | -8.1% | 0.014% | |
| 5/14/2025 | RWA Wealth Partners LLC | 34,547 | $2.20M | 0.0% | +8.1% | 0.025% | |
| 5/14/2025 | Wellington Management Group LLP | 480,622 | $30.53M | 0.0% | -18.1% | 0.342% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 33,428 | $2.12M | 0.0% | +12.3% | 0.024% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 6,691 | $425K | 0.1% | -8.0% | 0.005% | |
| 5/13/2025 | Granite Harbor Advisors Inc. | 3,270 | $208K | 0.1% | N/A | 0.002% | |
| 5/13/2025 | Northern Trust Corp | 1,107,168 | $70.34M | 0.0% | -1.0% | 0.789% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 288,855 | $18.35M | 0.4% | -14.9% | 0.206% | |
| 5/13/2025 | Cascade Financial Partners LLC | 62,802 | $3.99M | 0.5% | -0.5% | 0.045% | |
| 5/13/2025 | Raymond James Financial Inc. | 341,744 | $21.71M | 0.0% | +51.9% | 0.243% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 14,775 | $939K | 0.1% | -41.8% | 0.011% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 689,995 | $43.84M | 1.1% | -28.2% | 0.491% | |
| 5/13/2025 | American Century Companies Inc. | 8,829 | $561K | 0.0% | -91.3% | 0.006% | |
| 5/13/2025 | FCA Corp TX | 67,249 | $4.27M | 1.4% | -1.1% | 0.048% | |
| 5/13/2025 | Harbor Advisory Corp MA | 66,890 | $4.25M | 1.4% | +1.4% | 0.048% | |
| 5/13/2025 | Klingman & Associates LLC | 170,065 | $10.80M | 0.7% | -0.8% | 0.121% | |
| 5/13/2025 | MSH Capital Advisors LLC | 65,177 | $4.14M | 1.3% | +1.7% | 0.046% | |
| 5/13/2025 | Brooklyn FI LLC | 89,216 | $6.08M | 1.9% | +4.4% | 0.064% | |
| 5/13/2025 | WESCAP Management Group Inc. | 130,435 | $8.29M | 2.0% | -4.9% | 0.093% | |
| 5/13/2025 | HighTower Advisors LLC | 731,912 | $46.50M | 0.1% | -5.6% | 0.521% | |
| 5/12/2025 | Maia Wealth LLC | 4,660 | $295K | 0.1% | +27.2% | 0.003% | |
| 5/12/2025 | Independent Advisor Alliance | 7,204 | $458K | 0.0% | -44.3% | 0.005% | |
| 5/12/2025 | Nuveen LLC | 749,790 | $47.63M | 0.0% | N/A | 0.534% | |
| 5/12/2025 | Biltmore Family Office LLC | 4,665 | $296K | 0.1% | -24.4% | 0.003% | |
| 5/12/2025 | Athena Investment Management | 7,915 | $503K | 0.3% | -4.0% | 0.006% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 31,565 | $2.01M | 0.3% | -3.6% | 0.022% | |
| 5/12/2025 | Johnson Financial Group LLC | 8,535 | $542K | 0.1% | N/A | 0.006% | |
| 5/12/2025 | Benjamin Edwards Inc. | 29,388 | $1.87M | 0.0% | +4.5% | 0.021% | |
| 5/12/2025 | JPMorgan Chase & Co. | 3,884,691 | $246.79M | 0.0% | +198.5% | 2.767% | |
| 5/12/2025 | First Western Trust Bank | 12,538 | $797K | 0.0% | -3.9% | 0.009% | |
| 5/12/2025 | Bristlecone Advisors LLC | 1,613 | $102K | 0.0% | +163.1% | 0.001% | |
| 5/12/2025 | Savvy Advisors Inc. | 6,217 | $395K | 0.0% | +11.3% | 0.004% | |
| 5/12/2025 | National Bank of Canada FI | 8,950 | $568K | 0.0% | -3.4% | 0.006% | |
| 5/12/2025 | Citigroup Inc. | 1,225,453 | $77.85M | 0.0% | -15.6% | 0.873% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 21,142 | $1.34M | 0.5% | +7.5% | 0.015% | |
| 5/12/2025 | AlphaCore Capital LLC | 3,523 | $224K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Alesco Advisors LLC | 154,274 | $9.80M | 0.3% | -1.1% | 0.110% | |
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| 5/12/2025 | Beacon Harbor Wealth Advisors Inc. | 40,923 | $2.60M | 0.6% | +0.9% | 0.029% | |
| 5/9/2025 | Deutsche Bank AG | 10,536 | $669K | 0.0% | N/A | 0.008% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 30,191 | $1.92M | 0.0% | -10.4% | 0.022% | |
| 5/9/2025 | Fi3 FINANCIAL ADVISORS LLC | 28,617 | $1.82M | 0.7% | -63.5% | 0.020% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 35,358 | $2.25M | 0.1% | -3.6% | 0.025% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 187,772 | $11.93M | 0.4% | -0.9% | 0.134% | |
| 5/9/2025 | PrairieView Partners LLC | 34,739 | $2.21M | 0.2% | -0.5% | 0.025% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 28,070 | $1.78M | 1.1% | -1.2% | 0.020% | |
| 5/9/2025 | Wealthspire Advisors LLC | 6,021 | $383K | 0.0% | -6.9% | 0.004% | |
| 5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 2,581 | $164K | 0.1% | -44.3% | 0.002% | |
