| 6/11/2025 | Kondo Wealth Advisors Inc. | 364,268 | $21.64M | 10.7% | +9.3% | 0.069% | |
| 6/10/2025 | Birchbrook Inc. | 621,992 | $36.95M | 20.8% | -2.1% | 0.119% | |
| 6/2/2025 | Modern Wealth Management LLC | 272,066 | $16.16M | 0.5% | +3,875.8% | 0.052% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 648 | $38K | 0.0% | N/A | 0.000% | |
| 5/23/2025 | Strategic Financial Services Inc. | 2,171,286 | $128.97M | 7.6% | +11.9% | 0.414% | |
| 5/21/2025 | McAdam LLC | 9,709 | $577K | 0.0% | -16.5% | 0.002% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,132 | $67K | 0.0% | +85.3% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 16,172 | $961K | 0.1% | -5.0% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 8,078,018 | $479.83M | 1.2% | +3.0% | 1.540% | |
| 5/19/2025 | SageView Advisory Group LLC | 5,739 | $341K | 0.0% | +10.8% | 0.001% | |
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| 5/19/2025 | Alaethes Wealth LLC | 524,621 | $31.16M | 11.4% | +603.0% | 0.100% | |
| 5/19/2025 | SCS Capital Management LLC | 10,725,550 | $637.10M | 8.1% | +2.1% | 2.045% | |
| 5/16/2025 | Empowered Funds LLC | 222,643 | $13.18M | 0.2% | +5.5% | 0.042% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 17,517 | $1.04M | 0.0% | -9.5% | 0.003% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 236,330 | $14.04M | 0.0% | -41.9% | 0.045% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,234 | $73K | 0.0% | +27.1% | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 141,055 | $8.37M | 0.0% | -29.3% | 0.027% | |
| 5/16/2025 | Talon Private Wealth LLC | 17,644 | $1.05M | 0.1% | -16.9% | 0.003% | |
| 5/16/2025 | Nepc LLC | 6,354,852 | $377.48M | 10.4% | -5.1% | 1.212% | |
| 5/16/2025 | NewEdge Advisors LLC | 47,894 | $2.85M | 0.0% | +14.3% | 0.009% | |
| 5/16/2025 | Hancock Whitney Corp | 60,142 | $3.57M | 0.1% | +0.6% | 0.011% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 1,253 | $74K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 4,778 | $284K | 0.0% | +4.6% | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 144,282 | $8.57M | 0.0% | +7.3% | 0.028% | |
| 5/16/2025 | AlTi Global Inc. | 72,214 | $4.29M | 0.1% | +64.3% | 0.014% | |
| 5/15/2025 | EP Wealth Advisors LLC | 17,924 | $1.07M | 0.0% | -23.5% | 0.003% | |
| 5/15/2025 | First Manhattan CO. LLC. | 8,849 | $526K | 0.0% | +17.5% | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,429,371 | $322.51M | 4.9% | +14.2% | 1.035% | |
| 5/15/2025 | First Financial Bankshares Inc | 18,482 | $1.10M | 0.0% | -25.5% | 0.004% | |
| 5/15/2025 | Flputnam Investment Management Co. | 659,753 | $39.19M | 0.7% | +6.5% | 0.126% | |
| 5/15/2025 | Royal Bank of Canada | 728,970 | $43.30M | 0.0% | +7.2% | 0.139% | |
| 5/15/2025 | MAI Capital Management | 124,888 | $7.42M | 0.1% | +20.1% | 0.024% | |
| 5/15/2025 | Wit LLC | 86,788 | $5.16M | 0.1% | +97,414.6% | 0.017% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 18,894 | $1.12M | 0.1% | N/A | 0.004% | |
| 5/15/2025 | Titleist Asset Management LLC | 5,194 | $309K | 0.0% | +17.1% | 0.001% | |
| 5/15/2025 | Baird Financial Group Inc. | 382,312 | $22.71M | 0.0% | +10.1% | 0.073% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,549 | $805K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Vident Advisory LLC | 591,745 | $35.15M | 0.5% | +33.1% | 0.113% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 65,624 | $3.90M | 1.3% | N/A | 0.013% | |
| 5/15/2025 | Tortoise Investment Management LLC | 4,041 | $240K | 0.0% | -9.7% | 0.001% | |
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| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 17,706 | $1.05M | 0.0% | -34.4% | 0.003% | |
| 5/15/2025 | Hanover Advisors Inc. | 8,687 | $516K | 0.2% | N/A | 0.002% | |
| 5/14/2025 | RB Capital Management LLC | 67,323 | $4.00M | 0.9% | +6.6% | 0.013% | |
| 5/14/2025 | Ieq Capital LLC | 20,082 | $1.19M | 0.0% | +226.1% | 0.004% | |
| 5/14/2025 | CreativeOne Wealth LLC | 42,928 | $2.55M | 0.1% | +13.2% | 0.008% | |
| 5/14/2025 | Harvest Portfolios Group Inc. | 101,676 | $6.04M | 0.2% | +9.4% | 0.019% | |
| 5/14/2025 | South Plains Financial Inc. | 31,272 | $1.86M | 1.4% | +1.1% | 0.006% | |
| 5/14/2025 | FWG Investments LLC. | 20,194 | $1.20M | 1.4% | -3.1% | 0.004% | |
| 5/14/2025 | Comerica Bank | 337,376 | $20.04M | 0.1% | +399.1% | 0.064% | |
| 5/14/2025 | Synovus Financial Corp | 96,492 | $5.73M | 0.1% | +3.0% | 0.018% | |
| 5/14/2025 | Jump Financial LLC | 9,481 | $563K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | SVB Wealth LLC | 10,502 | $624K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Cadence Bank | 5,356 | $318K | 0.0% | +6.1% | 0.001% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 14,290 | $847K | 0.1% | +3.3% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 50,759 | $3.02M | 0.0% | -49.2% | 0.010% | |
| 5/14/2025 | Kestra Advisory Services LLC | 506,082 | $30.06M | 0.1% | +22.8% | 0.097% | |
| 5/14/2025 | Gitterman Wealth Management LLC | 1,370,356 | $81.40M | 21.6% | -23.6% | 0.261% | |
| 5/14/2025 | Compound Planning Inc. | 19,007 | $1.13M | 0.1% | -31.0% | 0.004% | |
| 5/14/2025 | Ameriprise Financial Inc. | 4,110,840 | $244.20M | 0.1% | -22.8% | 0.784% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 50,501 | $3M | 0.1% | +1.9% | 0.010% | |
| 5/14/2025 | CW Advisors LLC | 53,781 | $3.20M | 0.0% | -34.6% | 0.010% | |
| 5/14/2025 | Flow Traders U.S. LLC | 103,405 | $6.14M | 0.3% | -72.4% | 0.020% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 52,830 | $3.14M | 2.2% | -3.5% | 0.010% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 647,546 | $38.46M | 0.7% | -66.6% | 0.123% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 206,725 | $12.28M | 8.7% | +1.1% | 0.039% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 56,264 | $3.34M | 0.2% | +2.8% | 0.011% | |
| 5/14/2025 | Arista Wealth Management LLC | 370,268 | $21.99M | 5.3% | +2.3% | 0.071% | |
| 5/14/2025 | Heritage Financial Services LLC | 4,231,512 | $251.35M | 24.9% | +51.6% | 0.807% | |
| 5/14/2025 | CWS Financial Advisors LLC | 9,721 | $577K | 0.2% | N/A | 0.002% | |
| 5/14/2025 | RWA Wealth Partners LLC | 4,886,694 | $290.27M | 3.7% | -43.5% | 0.932% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 1,075,390 | $63.88M | 2.6% | +1,734.9% | 0.205% | |
| 5/13/2025 | CacheTech Inc. | 200,305 | $11.26M | 2.2% | N/A | 0.038% | |
| 5/13/2025 | LeConte Wealth Management LLC | 35,638 | $2.12M | 1.3% | N/A | 0.007% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 126,019 | $7.49M | 0.1% | +13.3% | 0.024% | |
| 5/13/2025 | Adams Wealth Management | 189,577 | $11.26M | 2.2% | N/A | 0.036% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,223,049 | $132.05M | 0.0% | +35.7% | 0.424% | |
| 5/13/2025 | DDFG Inc | 3,548 | $211K | 0.1% | -94.8% | 0.001% | |
| 5/13/2025 | Cresset Asset Management LLC | 6,986 | $415K | 0.0% | -23.7% | 0.001% | |
| 5/13/2025 | Boston Family Office LLC | 9,560 | $568K | 0.0% | +9.7% | 0.002% | |
| 5/13/2025 | Ethic Inc. | 28,651 | $1.70M | 0.0% | +8.8% | 0.005% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 174,847 | $10.39M | 0.6% | -0.3% | 0.033% | |
| 5/13/2025 | Trivium Point Advisory LLC | 12,423 | $738K | 0.1% | +51.9% | 0.002% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,216,937 | $72.29M | 0.4% | -8.2% | 0.232% | |
| 5/13/2025 | OneAscent Investment Solutions LLC | 245,327 | $14.57M | 17.3% | N/A | 0.047% | |
| 5/13/2025 | WESCAP Management Group Inc. | 25,919 | $1.54M | 0.4% | +48.4% | 0.005% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 65,624 | $3.90M | 3.2% | N/A | 0.013% | |
| 5/13/2025 | HighTower Advisors LLC | 2,566,241 | $152.44M | 0.2% | -0.5% | 0.489% | |
| 5/13/2025 | Core Wealth Partners LLC | 15,478 | $919K | 0.5% | +165.0% | 0.003% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 4,310 | $256K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 21,317 | $1.27M | 0.0% | -23.6% | 0.004% | |
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| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,866 | $467K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Houlihan Financial Resource Group Ltd. | 12,278 | $729K | 0.3% | -5.8% | 0.002% | |
| 5/12/2025 | Independent Advisor Alliance | 54,626 | $3.25M | 0.1% | -1.7% | 0.010% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 260,329 | $15.46M | 0.7% | +0.2% | 0.050% | |
| 5/12/2025 | SouthState Corp | 14,852 | $882K | 0.0% | +14.3% | 0.003% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 103,421 | $6.14M | 0.3% | +73.3% | 0.020% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 40,432 | $2.40M | 0.3% | -55.7% | 0.008% | |
| 5/12/2025 | Benjamin Edwards Inc. | 79,671 | $4.73M | 0.1% | +0.2% | 0.015% | |
| 5/12/2025 | JPMorgan Chase & Co. | 77,458,516 | $4.60B | 0.3% | +17.9% | 14.539% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 7,595 | $451K | 0.0% | N/A | 0.001% | |
