| 6/2/2025 | Modern Wealth Management LLC | 3,704 | $213K | 0.0% | N/A | 0.002% | |
| 5/23/2025 | Strategic Financial Services Inc. | 1,035,908 | $59.68M | 3.5% | -2.6% | 0.599% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 699 | $40K | 0.0% | -25.9% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 15,320 | $883K | 0.0% | N/A | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 671,840 | $38.71M | 0.1% | +13,917.1% | 0.389% | |
| 5/19/2025 | SCS Capital Management LLC | 3,151,629 | $181.57M | 2.3% | +5.6% | 1.822% | |
| 5/16/2025 | Empowered Funds LLC | 171,305 | $9.83M | 0.1% | +5.5% | 0.099% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 4,227 | $242K | 0.0% | +4,044.1% | 0.002% | |
| 5/16/2025 | Bell Investment Advisors Inc | 119,266 | $6.87M | 1.3% | -9.0% | 0.069% | |
| 5/16/2025 | Everstar Asset Management LLC | 6,137 | $354K | 0.1% | N/A | 0.004% | |
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| 5/16/2025 | Ashton Thomas Private Wealth LLC | 20,226 | $1.17M | 0.0% | -35.7% | 0.012% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 701,631 | $40.42M | 0.0% | -21.2% | 0.406% | |
| 5/16/2025 | Jones Financial Companies Lllp | 204,151 | $11.76M | 0.0% | +2,723.7% | 0.118% | |
| 5/16/2025 | Talon Private Wealth LLC | 32,075 | $1.85M | 0.2% | -40.2% | 0.019% | |
| 5/16/2025 | Nepc LLC | 6,357,273 | $366.24M | 10.1% | +4.9% | 3.676% | |
| 5/16/2025 | NewEdge Advisors LLC | 45,592 | $2.63M | 0.0% | -31.4% | 0.026% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 138,850 | $8.00M | 0.0% | -9.0% | 0.080% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,719 | $329K | 0.0% | +7.9% | 0.003% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 735,319 | $42.36M | 0.2% | +1.9% | 0.425% | |
| 5/15/2025 | First Financial Bankshares Inc | 240,500 | $13.86M | 0.3% | +31.5% | 0.139% | |
| 5/15/2025 | Royal Bank of Canada | 521,231 | $30.03M | 0.0% | -27.4% | 0.301% | |
| 5/15/2025 | Betterment LLC | 422,657 | $24.35M | 0.1% | +9.6% | 0.244% | |
| 5/15/2025 | Baird Financial Group Inc. | 73,867 | $4.26M | 0.0% | -2.4% | 0.043% | |
| 5/15/2025 | Vident Advisory LLC | 28,076 | $1.62M | 0.0% | +124.7% | 0.016% | |
| 5/15/2025 | Tortoise Investment Management LLC | 469,966 | $27.08M | 2.8% | +3.8% | 0.268% | |
| 5/14/2025 | Truvestments Capital LLC | 5,679 | $327K | 0.1% | -37.9% | 0.003% | |
| 5/14/2025 | CreativeOne Wealth LLC | 40,358 | $2.33M | 0.1% | -1.8% | 0.023% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 5,030 | $290K | 0.1% | -72.4% | 0.003% | |
| 5/14/2025 | Kitching Partners LLC | 75,661 | $4.36M | 5.0% | +0.8% | 0.043% | |
| 5/14/2025 | Harvest Portfolios Group Inc. | 834,205 | $48.06M | 1.4% | +0.6% | 0.476% | |
| 5/14/2025 | Full Sail Capital LLC | 292,031 | $16.82M | 1.1% | -1.1% | 0.167% | |
| 5/14/2025 | Comerica Bank | 1,647,404 | $94.91M | 0.4% | +4.2% | 0.941% | |
| 5/14/2025 | Freedom Investment Management Inc. | 24,327 | $1.40M | 0.1% | -3.3% | 0.014% | |
| 5/14/2025 | Jump Financial LLC | 28,308 | $1.63M | 0.0% | N/A | 0.016% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 3,861 | $221K | 0.0% | +1,095.4% | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 628,446 | $36.21M | 0.0% | +19.9% | 0.359% | |
| 5/14/2025 | Compound Planning Inc. | 5,854 | $337K | 0.0% | -45.3% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 11,589,591 | $669.21M | 0.2% | -15.0% | 6.618% | |
| 5/14/2025 | Flow Traders U.S. LLC | 271,893 | $15.66M | 0.7% | N/A | 0.155% | |
| 5/13/2025 | LeConte Wealth Management LLC | 15,496 | $893K | 0.6% | N/A | 0.009% | |
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| 5/13/2025 | Steward Partners Investment Advisory LLC | 66,482 | $3.83M | 0.0% | -0.8% | 0.038% | |
| 5/13/2025 | Raymond James Financial Inc. | 737,947 | $42.51M | 0.0% | +8.7% | 0.421% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 13,450 | $775K | 0.5% | +46.5% | 0.008% | |
| 5/13/2025 | Cresset Asset Management LLC | 76,692 | $4.42M | 0.0% | +304.7% | 0.044% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 49,396 | $2.85M | 0.2% | -11.5% | 0.028% | |
| 5/13/2025 | Compass Advisory Group LLC | 167,743 | $9.66M | 3.4% | -0.8% | 0.096% | |
| 5/13/2025 | HighTower Advisors LLC | 114,966 | $6.62M | 0.0% | +2.3% | 0.066% | |
| 5/13/2025 | Core Wealth Partners LLC | 4,553 | $262K | 0.2% | N/A | 0.003% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,361 | $1.29M | 0.1% | -25.9% | 0.013% | |
| 5/12/2025 | Lockheed Martin Investment Management Co. | 550,000 | $31.69M | 1.3% | +13.4% | 0.314% | |
| 5/12/2025 | Simplex Trading LLC | 24,046 | $1.39M | 0.0% | +94.8% | 0.014% | |
| 5/12/2025 | Manhattan West Asset Management LLC | 73,961 | $4.26M | 1.1% | -11.0% | 0.042% | |
| 5/12/2025 | Benjamin Edwards Inc. | 99,720 | $5.75M | 0.1% | +1.5% | 0.057% | |
| 5/12/2025 | Savvy Advisors Inc. | 16,083 | $927K | 0.1% | -18.8% | 0.009% | |
| 5/12/2025 | National Bank of Canada FI | 102,009 | $5.88M | 0.0% | +255.4% | 0.058% | |
| 5/12/2025 | Citigroup Inc. | 1,206,379 | $69.50M | 0.0% | -2.1% | 0.689% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 29,716 | $1.71M | 0.1% | +27.5% | 0.017% | |
| 5/12/2025 | WBH Advisory Inc. | 48,289 | $2.78M | 0.3% | +251.0% | 0.028% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 83,228 | $4.80M | 2.0% | +35.5% | 0.048% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 25,901 | $1.49M | 0.2% | -91.0% | 0.015% | |
| 5/9/2025 | WealthShield Partners LLC | 6,061 | $349K | 0.0% | +3.6% | 0.004% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 172,229 | $9.92M | 0.4% | -0.9% | 0.100% | |
| 5/9/2025 | Ranch Capital Advisors Inc. | 13,443 | $774K | 0.4% | -16.3% | 0.008% | |
| 5/9/2025 | Empower Advisory Group LLC | 11,651,670 | $671.25M | 2.2% | +8.5% | 6.738% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 99,002 | $5.70M | 1.5% | +0.6% | 0.057% | |
| 5/9/2025 | Liberty Wealth Management LLC | 76,182 | $4.39M | 0.1% | +2.9% | 0.044% | |
| 5/9/2025 | Beta Wealth Group Inc. | 35,605 | $2.05M | 0.7% | -26.7% | 0.021% | |
| 5/8/2025 | US Bancorp DE | 1,912 | $110K | 0.0% | -37.5% | 0.001% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 4,971 | $273K | 0.0% | -20.3% | 0.003% | |
| 5/8/2025 | Harbour Investments Inc. | 186,095 | $10.72M | 0.3% | +56.7% | 0.108% | |
| 5/8/2025 | Tandem Financial LLC | 148,527 | $8.56M | 9.3% | -3.6% | 0.086% | |
| 5/8/2025 | Wooster Corthell Wealth Management Inc. | 18,262 | $1.05M | 0.2% | -1.4% | 0.011% | |
| 5/8/2025 | First National Trust Co | 121,001 | $6.97M | 0.3% | +9.8% | 0.070% | |
| 5/7/2025 | Morningstar Investment Management LLC | 147,330 | $8.49M | 0.7% | -1.0% | 0.085% | |
| 5/7/2025 | Nottingham Advisors Inc. | 376,415 | $21.69M | 3.2% | +0.9% | 0.218% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 5,932 | $342K | 0.0% | -47.9% | 0.003% | |
| 5/7/2025 | Avalon Capital Management | 25,422 | $1.47M | 0.4% | N/A | 0.015% | |
| 5/7/2025 | Facet Wealth Inc. | 388,311 | $21.54M | 0.6% | N/A | 0.225% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 4,065 | $234K | 0.0% | -21.4% | 0.002% | |
| 5/7/2025 | LPL Financial LLC | 1,565,757 | $90.20M | 0.0% | +28.3% | 0.905% | |
| 5/7/2025 | Peak Asset Management LLC | 199,317 | $11.48M | 2.2% | +3.5% | 0.115% | |
| 5/7/2025 | Texas Yale Capital Corp. | 4,710 | $271K | 0.0% | +12.7% | 0.003% | |
| 5/6/2025 | Assetmark Inc. | 578,610 | $33.33M | 0.1% | +50.3% | 0.335% | |
| 5/6/2025 | Cetera Investment Advisers | 69,090 | $3.98M | 0.0% | +3.0% | 0.040% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 57,879 | $3.33M | 0.0% | +7.0% | 0.033% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 15,082 | $869K | 0.0% | -41.6% | 0.009% | |
| 5/6/2025 | AE Wealth Management LLC | 406,082 | $23.39M | 0.2% | -0.4% | 0.235% | |
| 5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 5,143 | $296K | 0.0% | N/A | 0.003% | |
| 5/6/2025 | Accredited Investors Inc. | 4,100 | $236K | 0.0% | -97.7% | 0.002% | |
| 5/6/2025 | PFG Advisors | 4,041 | $233K | 0.0% | -15.8% | 0.002% | |
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| 5/5/2025 | WNY Asset Management LLC | 97,824 | $5.64M | 0.7% | +31.0% | 0.057% | |
| 5/5/2025 | IFP Advisors Inc | 3,524 | $203K | 0.0% | +38.6% | 0.002% | |
| 5/5/2025 | Cassaday & Co Wealth Management LLC | 3,781,477 | $217.85M | 6.1% | +23.3% | 2.187% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 8,785 | $506K | 0.0% | -27.1% | 0.005% | |
| 5/5/2025 | Nwam LLC | 15,766 | $908K | 0.1% | +132.5% | 0.009% | |
| 5/5/2025 | Diversify Advisory Services LLC | 59,053 | $3.38M | 0.2% | +10.8% | 0.034% | |
| 5/5/2025 | Transce3nd LLC | 4,304 | $248K | 0.1% | +19.4% | 0.002% | |
| 5/2/2025 | Forum Financial Management LP | 130,966 | $7.55M | 0.1% | +20.1% | 0.076% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 14,210 | $819K | 0.0% | N/A | 0.008% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 9,393 | $541K | 0.0% | +11.5% | 0.005% | |
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