| 6/17/2025 | Howe & Rusling Inc. | 188,575 | $11.07M | 0.9% | +7.4% | 0.049% | |
| 6/10/2025 | Birchbrook Inc. | 38,735 | $2.27M | 1.3% | -31.1% | 0.010% | |
| 6/6/2025 | eCIO Inc. | 15,261 | $896K | 0.3% | N/A | 0.004% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 775 | $45K | 0.0% | N/A | 0.000% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 14,977 | $879K | 0.6% | +10.3% | 0.004% | |
| 5/27/2025 | Jacobi Capital Management LLC | 3,897 | $229K | 0.0% | -4.9% | 0.001% | |
| 5/27/2025 | Iron Gate Global Advisors LLC | 18,579 | $1.09M | 0.2% | -64.1% | 0.005% | |
| 5/22/2025 | WBI Investments LLC | 4,402 | $258K | 0.1% | N/A | 0.001% | |
| 5/21/2025 | McAdam LLC | 7,545 | $443K | 0.0% | +79.9% | 0.002% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 4,924 | $289K | 0.1% | -24.9% | 0.001% | |
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| 5/20/2025 | Belpointe Asset Management LLC | 112,674 | $6.61M | 0.3% | +113.7% | 0.029% | |
| 5/20/2025 | Focus Partners Wealth | 1,000,480 | $58.72M | 0.1% | +346.4% | 0.262% | |
| 5/20/2025 | Anchor Investment Management LLC | 54,969 | $3.23M | 0.3% | +2.2% | 0.014% | |
| 5/19/2025 | Advisory Alpha LLC | 1,275,761 | $74.82M | 2.5% | -34.4% | 0.333% | |
| 5/19/2025 | SCS Capital Management LLC | 4,350,425 | $255.33M | 3.2% | +3.5% | 1.137% | |
| 5/16/2025 | McIlrath & Eck LLC | 77,991 | $4.58M | 0.6% | +5.2% | 0.020% | |
| 5/16/2025 | Empowered Funds LLC | 165,135 | $9.66M | 0.1% | +5.5% | 0.043% | |
| 5/16/2025 | HFM Investment Advisors LLC | 455 | $27K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Ascent Group LLC | 4,892 | $287K | 0.0% | +35.5% | 0.001% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 16,028 | $941K | 0.1% | +41.3% | 0.004% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 7,858 | $461K | 0.0% | -41.3% | 0.002% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 5,559,577 | $326.29M | 0.1% | +5.6% | 1.453% | |
| 5/16/2025 | Jones Financial Companies Lllp | 49,992 | $2.93M | 0.0% | +153.0% | 0.013% | |
| 5/16/2025 | Talon Private Wealth LLC | 742,526 | $43.54M | 5.8% | -6.6% | 0.194% | |
| 5/16/2025 | Unconventional Investor LLC | 41,844 | $2.46M | 1.5% | +4.6% | 0.011% | |
| 5/16/2025 | Sepio Capital LP | 17,805 | $1.05M | 0.1% | +2.5% | 0.005% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 10,928 | $641K | 0.2% | -16.2% | 0.003% | |
| 5/16/2025 | Nepc LLC | 1,226,718 | $72.00M | 2.0% | -35.9% | 0.321% | |
| 5/16/2025 | NewEdge Advisors LLC | 88,344 | $5.19M | 0.0% | +82.5% | 0.023% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 271,494 | $15.93M | 0.2% | -10.5% | 0.071% | |
| 5/16/2025 | AQR Capital Management LLC | 26,228 | $1.54M | 0.0% | +47.6% | 0.007% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 754,339 | $44.27M | 0.2% | -0.6% | 0.197% | |
| 5/15/2025 | EP Wealth Advisors LLC | 10,270 | $603K | 0.0% | +9.6% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 314,925 | $18.48M | 0.3% | +6.1% | 0.082% | |
| 5/15/2025 | First Financial Bankshares Inc | 1,178,847 | $69.19M | 1.5% | +1.8% | 0.308% | |
| 5/15/2025 | Royal Bank of Canada | 2,343,088 | $137.52M | 0.0% | +19.0% | 0.612% | |
| 5/15/2025 | MAI Capital Management | 1,412,921 | $82.92M | 0.6% | +0.6% | 0.369% | |
| 5/15/2025 | Calton & Associates Inc. | 15,295 | $898K | 0.2% | +1.8% | 0.004% | |
| 5/15/2025 | Hayek Kallen Investment Management | 54,166 | $3.18M | 1.2% | -3.2% | 0.014% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 4,555 | $267K | 0.0% | -99.3% | 0.001% | |
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| 5/15/2025 | Titleist Asset Management LLC | 69,178 | $4.06M | 0.5% | -18.8% | 0.018% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,852,865 | $284.82M | 0.5% | +17.1% | 1.268% | |
| 5/15/2025 | OLD Mission Capital LLC | 25,763 | $1.51M | 0.0% | N/A | 0.007% | |
| 5/15/2025 | Vident Advisory LLC | 50,545 | $2.97M | 0.0% | +29.1% | 0.013% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 3,798 | $223K | 0.1% | N/A | 0.001% | |
| 5/15/2025 | Tortoise Investment Management LLC | 61,008 | $3.58M | 0.4% | -40.4% | 0.016% | |
| 5/15/2025 | Cape ANN Savings Bank | 140,618 | $8.25M | 5.2% | -7.2% | 0.037% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 51,937 | $3.05M | 0.3% | +5.0% | 0.014% | |
| 5/14/2025 | Delta Investment Management LLC | 328,587 | $19.29M | 3.9% | -14.6% | 0.086% | |
| 5/14/2025 | Valley Financial Group Inc. | 72,710 | $4.27M | 2.8% | -0.5% | 0.019% | |
| 5/14/2025 | Ieq Capital LLC | 15,152 | $889K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | CreativeOne Wealth LLC | 50,937 | $2.99M | 0.1% | +18.2% | 0.013% | |
| 5/14/2025 | Envision Financial Planning LLC | 3,764 | $221K | 0.1% | -75.3% | 0.001% | |
| 5/14/2025 | South Plains Financial Inc. | 52,047 | $3.05M | 2.4% | -1.4% | 0.014% | |
| 5/14/2025 | FWG Investments LLC. | 17,322 | $1.02M | 1.2% | -46.4% | 0.005% | |
| 5/14/2025 | Comerica Bank | 135,749 | $7.97M | 0.0% | +12.6% | 0.035% | |
| 5/14/2025 | Freedom Investment Management Inc. | 128,066 | $7.52M | 0.6% | +5.1% | 0.033% | |
| 5/14/2025 | Synovus Financial Corp | 17,866 | $1.05M | 0.0% | +25.2% | 0.005% | |
| 5/14/2025 | Oak Harvest Investment Services | 828,640 | $48.63M | 6.8% | +4.6% | 0.217% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 13,333 | $782K | 0.1% | +23.3% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,446,184 | $84.88M | 0.1% | +19.0% | 0.378% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 26,961 | $1.58M | 1.6% | +69.2% | 0.007% | |
| 5/14/2025 | Heritage Wealth Partners LLC | 12,932 | $759K | 1.2% | -1.4% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 49,378 | $2.90M | 0.0% | -5.6% | 0.013% | |
| 5/14/2025 | Circle Wealth Management LLC | 27,659 | $1.62M | 0.0% | +23.4% | 0.007% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 45,207 | $2.65M | 0.3% | -0.5% | 0.012% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 32,794 | $1.93M | 0.7% | -3.5% | 0.009% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,632,900 | $154.21M | 0.0% | +240.9% | 0.688% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 7,593 | $446K | 0.0% | +3.2% | 0.002% | |
| 5/14/2025 | CW Advisors LLC | 17,796 | $1.04M | 0.0% | +56.1% | 0.005% | |
| 5/14/2025 | Estate Counselors LLC | 28,845 | $1.69M | 0.2% | -29.6% | 0.008% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 4,493,517 | $263.73M | 4.5% | +81.6% | 1.174% | |
| 5/14/2025 | Accredited Wealth Management LLC | 64,405 | $3.78M | 3.2% | +29.5% | 0.017% | |
| 5/14/2025 | Shah Capital Management | 373,988 | $21.95M | 4.5% | +57.3% | 0.098% | |
| 5/14/2025 | Capital Analysts LLC | 3,630 | $213K | 0.0% | +90.6% | 0.001% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 9,096 | $535K | 0.0% | +26.1% | 0.002% | |
| 5/14/2025 | CWS Financial Advisors LLC | 49,677 | $2.92M | 0.9% | +26.2% | 0.013% | |
| 5/14/2025 | Fairscale Capital LLC | 2,033 | $119K | 0.1% | -20.1% | 0.001% | |
| 5/14/2025 | RWA Wealth Partners LLC | 1,461,439 | $85.77M | 1.1% | +2,004.2% | 0.382% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 254,089 | $14.91M | 4.4% | -4.0% | 0.066% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 14,428 | $847K | 0.0% | -93.3% | 0.004% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 77,580 | $4.55M | 0.0% | -36.1% | 0.020% | |
| 5/13/2025 | Northern Trust Corp | 6,265,630 | $367.73M | 0.1% | +7.4% | 1.638% | |
| 5/13/2025 | Seven Mile Advisory | 39,080 | $2.29M | 1.5% | -11.7% | 0.010% | |
| 5/13/2025 | Ethos Financial Group LLC | 12,995 | $757K | 0.1% | +25.3% | 0.003% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,653,756 | $155.75M | 0.1% | +14.1% | 0.694% | |
| 5/13/2025 | Cresset Asset Management LLC | 19,546 | $1.15M | 0.0% | -17.0% | 0.005% | |
| 5/13/2025 | Boston Family Office LLC | 70,283 | $4.13M | 0.3% | +8.8% | 0.018% | |
| 5/13/2025 | American Investment Services Inc. | 59,041 | $3.47M | 0.6% | -8.0% | 0.015% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 121,493 | $7.13M | 0.4% | +1.0% | 0.032% | |
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| 5/13/2025 | State Farm Mutual Automobile Insurance Co. | 499 | $29K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Horizon Investments LLC | 7,062 | $412K | 0.0% | -19.6% | 0.002% | |
| 5/13/2025 | Trivium Point Advisory LLC | 5,655 | $332K | 0.0% | +54.4% | 0.001% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,017,352 | $59.71M | 0.3% | +13.3% | 0.266% | |
| 5/13/2025 | OneAscent Investment Solutions LLC | 91,924 | $5.40M | 6.4% | N/A | 0.024% | |
| 5/13/2025 | Evensky & Katz LLC | 1,157,833 | $67.95M | 4.6% | +2.2% | 0.303% | |
| 5/13/2025 | American Money Management LLC | 565,763 | $33.21M | 6.3% | +7.8% | 0.148% | |
| 5/13/2025 | Klingman & Associates LLC | 9,872 | $579K | 0.0% | +6.5% | 0.003% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 3,798 | $223K | 0.2% | N/A | 0.001% | |
| 5/13/2025 | Thomas Story & Son LLC | 64,161 | $3.77M | 1.5% | N/A | 0.017% | |
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