| 6/2/2025 | Modern Wealth Management LLC | 96,419 | $24.48M | 0.8% | +0.6% | 0.433% | |
| 5/23/2025 | Strategic Financial Services Inc. | 1,150 | $292K | 0.0% | +35.3% | 0.006% | |
| 5/20/2025 | Focus Partners Wealth | 41,282 | $10.48M | 0.0% | -6.5% | 0.198% | |
| 5/19/2025 | SageView Advisory Group LLC | 1,658 | $421K | 0.0% | +21.7% | 0.008% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 19,750 | $5.01M | 0.4% | +27.5% | 0.095% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 197,019 | $50.02M | 0.0% | -13.4% | 0.946% | |
| 5/16/2025 | Jones Financial Companies Lllp | 77,868 | $19.77M | 0.0% | +294.0% | 0.374% | |
| 5/16/2025 | NewEdge Advisors LLC | 8,590 | $2.18M | 0.0% | -2.7% | 0.041% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 3,415 | $867K | 0.0% | -34.6% | 0.016% | |
| 5/16/2025 | Curi RMB Capital LLC | 4,463 | $1.13M | 0.0% | -15.7% | 0.021% | |
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| 5/16/2025 | AQR Capital Management LLC | 13,611 | $3.46M | 0.0% | +46.5% | 0.065% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,450 | $368K | 0.0% | +22.1% | 0.007% | |
| 5/15/2025 | First Manhattan CO. LLC. | 18,256 | $4.63M | 0.0% | -5.0% | 0.088% | |
| 5/15/2025 | Royal Bank of Canada | 28,181 | $7.15M | 0.0% | -7.3% | 0.135% | |
| 5/15/2025 | MAI Capital Management | 140,705 | $35.72M | 0.3% | +5.0% | 0.676% | |
| 5/15/2025 | Baird Financial Group Inc. | 129,006 | $32.75M | 0.1% | +776.6% | 0.620% | |
| 5/14/2025 | Note Advisors LLC | 24,252 | $6.16M | 5.1% | -1.3% | 0.116% | |
| 5/14/2025 | Comerica Bank | 28,033 | $7.12M | 0.0% | -4.7% | 0.135% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 158 | $40K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 44,740 | $11.36M | 0.0% | +2.8% | 0.215% | |
| 5/14/2025 | Kestra Advisory Services LLC | 9,184 | $2.33M | 0.0% | -5.1% | 0.044% | |
| 5/14/2025 | Ameriprise Financial Inc. | 771,725 | $195.94M | 0.1% | -2.2% | 3.707% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 1,023 | $260K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | M Holdings Securities Inc. | 17,433 | $4.43M | 0.7% | -9.8% | 0.084% | |
| 5/13/2025 | Raymond James Financial Inc. | 268,897 | $68.26M | 0.0% | -1.7% | 1.292% | |
| 5/13/2025 | American Investment Services Inc. | 4,531 | $1.15M | 0.2% | +7.1% | 0.022% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 6,905 | $1.75M | 0.0% | -20.5% | 0.033% | |
| 5/13/2025 | HighTower Advisors LLC | 111,552 | $28.32M | 0.0% | +2.0% | 0.536% | |
| 5/12/2025 | Independent Advisor Alliance | 1,119 | $284K | 0.0% | -15.8% | 0.005% | |
| 5/12/2025 | SouthState Corp | 75,301 | $19.12M | 0.9% | N/A | 0.338% | |
| 5/12/2025 | Aveo Capital Partners LLC | 2,598 | $663K | 0.1% | +98.6% | 0.012% | |
| 5/12/2025 | Simplex Trading LLC | 124 | $31K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 79,391 | $20.15M | 0.8% | +1.0% | 0.357% | |
| 5/12/2025 | AlphaCore Capital LLC | 114 | $29K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Alesco Advisors LLC | 18,112 | $4.60M | 0.1% | -0.7% | 0.081% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 2,264 | $577K | 0.0% | N/A | 0.011% | |
| 5/9/2025 | WealthShield Partners LLC | 2,220 | $564K | 0.1% | +8.1% | 0.011% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 9,459 | $2.40M | 1.5% | -5.1% | 0.045% | |
| 5/9/2025 | Topel & Distasi Wealth Management LLC | 9,367 | $2.38M | 1.1% | -19.9% | 0.045% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 73,076 | $18.55M | 0.2% | -11.3% | 0.351% | |
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| 5/9/2025 | Kickstand Ventures LLC. | 67,223 | $17.07M | 4.4% | -8.7% | 0.323% | |
| 5/9/2025 | Capstone Financial Advisors Inc. | 20,292 | $5.15M | 0.3% | -0.6% | 0.097% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,055 | $268K | 0.0% | -33.0% | 0.005% | |
| 5/8/2025 | Commerce Bank | 16,725 | $4.25M | 0.0% | +9.5% | 0.080% | |
| 5/8/2025 | US Bancorp DE | 869 | $220K | 0.0% | +54.6% | 0.004% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 66,378 | $16.85M | 3.2% | N/A | 0.319% | |
| 5/8/2025 | US Financial Advisors LLC | 18,181 | $4.62M | 1.4% | -1.3% | 0.087% | |
| 5/8/2025 | Foster & Motley Inc. | 10,521 | $2.67M | 0.2% | -17.2% | 0.051% | |
| 5/8/2025 | Roble Belko & Company Inc | 1,850 | $470K | 0.1% | N/A | 0.009% | |
| 5/8/2025 | NorthRock Partners LLC | 265 | $67K | 0.0% | -27.4% | 0.001% | |
| 5/8/2025 | Cozad Asset Management Inc. | 36,150 | $9.18M | 0.9% | +0.9% | 0.174% | |
| 5/7/2025 | LPL Financial LLC | 103,867 | $26.37M | 0.0% | -2.5% | 0.499% | |
| 5/7/2025 | Anson Capital Inc. | 4,566 | $1.16M | 1.0% | -54.2% | 0.022% | |
| 5/7/2025 | FourThought Financial Partners LLC | 29,481 | $7.48M | 0.8% | +329.4% | 0.142% | |
| 5/7/2025 | HB Wealth Management LLC | 1,191 | $303K | 0.0% | N/A | 0.006% | |
| 5/6/2025 | Wilkins Investment Counsel Inc. | 1,340 | $340K | 0.0% | N/A | 0.006% | |
| 5/6/2025 | Assetmark Inc. | 833 | $211K | 0.0% | +392.9% | 0.004% | |
| 5/6/2025 | Cetera Investment Advisers | 54,439 | $13.82M | 0.0% | -0.5% | 0.261% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 34,281 | $8.70M | 0.1% | +43.4% | 0.165% | |
| 5/6/2025 | AE Wealth Management LLC | 6,094 | $1.55M | 0.0% | +449.5% | 0.029% | |
| 5/6/2025 | Next Level Wealth Planning LLC | 1,593 | $404K | 0.3% | N/A | 0.008% | |
| 5/6/2025 | Choreo LLC | 50,269 | $12.76M | 0.2% | +14.2% | 0.241% | |
| 5/5/2025 | Stegner Investment Associates Inc. | 62,902 | $15.97M | 11.2% | +0.3% | 0.302% | |
| 5/5/2025 | AMG National Trust Bank | 4,790 | $1.22M | 0.0% | +233.8% | 0.023% | |
| 5/5/2025 | Private Advisor Group LLC | 2,169 | $551K | 0.0% | +28.6% | 0.010% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 63,452 | $16.11M | 1.4% | -2.5% | 0.305% | |
| 5/2/2025 | Landmark Wealth Management LLC | 5,475 | $1.39M | 0.6% | +1.7% | 0.026% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 140 | $36K | 0.0% | +40.0% | 0.001% | |
| 5/1/2025 | Berkeley Inc | 845 | $215K | 0.1% | -6.6% | 0.004% | |
| 5/1/2025 | Oxbow Advisors LLC | 1,306 | $332K | 0.0% | -8.0% | 0.006% | |
| 4/30/2025 | Allworth Financial LP | 22,269 | $5.53M | 0.0% | +13.7% | 0.107% | |
| 4/30/2025 | Opus Capital Group LLC | 57,738 | $14.66M | 1.9% | +0.9% | 0.277% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 22,938 | $5.82M | 0.3% | +1.2% | 0.110% | |
| 4/30/2025 | Brown Financial Advisory | 11,997 | $3.05M | 1.9% | -0.8% | 0.058% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 1,210 | $307K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Financial Counselors Inc. | 2,760 | $701K | 0.0% | -3.1% | 0.013% | |
| 4/29/2025 | TD Private Client Wealth LLC | 5,301 | $1.35M | 0.0% | -6.9% | 0.025% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 243,125 | $61.72M | 0.0% | +0.4% | 1.168% | |
| 4/29/2025 | DT Investment Partners LLC | 621 | $158K | 0.0% | +30.2% | 0.003% | |
| 4/29/2025 | Bank of New York Mellon Corp | 252,460 | $64.09M | 0.0% | +12.8% | 1.213% | |
| 4/29/2025 | World Investment Advisors | 866 | $220K | 0.0% | +5.6% | 0.004% | |
| 4/29/2025 | Strategic Blueprint LLC | 2,442 | $620K | 0.0% | +47.8% | 0.012% | |
| 4/29/2025 | Brookstone Capital Management | 40,932 | $10.39M | 0.1% | -41.4% | 0.197% | |
| 4/28/2025 | Mutual Advisors LLC | 5,360 | $1.34M | 0.0% | +2.0% | 0.026% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 5,282 | $1.34M | 0.3% | +9.9% | 0.025% | |
| 4/28/2025 | American Capital Advisory LLC | 1,114 | $283K | 0.2% | -30.5% | 0.005% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 28,076 | $7.13M | 0.8% | -2.5% | 0.135% | |
| 4/28/2025 | Keybank National Association OH | 68,097 | $17.29M | 0.1% | -8.5% | 0.327% | |
| 4/28/2025 | Hapanowicz & Associates Financial Services Inc | 17,209 | $4.37M | 2.4% | +1.7% | 0.083% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 1,872 | $455K | 0.2% | N/A | 0.009% | |
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| 4/25/2025 | Mather Group LLC. | 1,168 | $296K | 0.0% | -5.7% | 0.006% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 806 | $205K | 0.0% | N/A | 0.004% | |
| 4/25/2025 | Red Tortoise LLC | 1,290 | $328K | 0.2% | -5.4% | 0.006% | |
| 4/25/2025 | Nicholson Meyer Capital Management Inc. | 820 | $208K | 0.2% | N/A | 0.004% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 62,107 | $15.77M | 2.1% | +15.6% | 0.298% | |
| 4/25/2025 | Red Cedar Investment Management LLC | 588,023 | $149.28M | 20.7% | -12.9% | 2.824% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 324 | $82K | 0.0% | N/A | 0.002% | |
| 4/24/2025 | Nadler Financial Group Inc. | 17,375 | $4.41M | 0.5% | -0.8% | 0.083% | |
| 4/23/2025 | Nova R Wealth Inc. | 16,795 | $4.26M | 2.1% | -1.2% | 0.076% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 3,747 | $951K | 0.0% | -7.6% | 0.017% | |
