| 6/4/2025 | First Hawaiian Bank | 17,438 | $1.41M | 0.1% | -35.4% | 0.012% | |
| 6/2/2025 | Modern Wealth Management LLC | 4,542 | $366K | 0.0% | +45.5% | 0.003% | |
| 5/28/2025 | Jones Financial Companies Lllp | 6,862,034 | $556.03M | 0.5% | +152.0% | 5.098% | |
| 5/23/2025 | Strategic Financial Services Inc. | 12,450 | $1.00M | 0.1% | +7.6% | 0.009% | |
| 5/21/2025 | MBL Wealth LLC | 12,318 | $993K | 0.1% | -73.8% | 0.009% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 691 | $56K | 0.0% | +71.0% | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 12,696 | $1.02M | 0.1% | +327.0% | 0.009% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 12,696 | $1.02M | 0.2% | +327.0% | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 42,212 | $3.40M | 0.0% | +2.4% | 0.031% | |
| 5/19/2025 | SCS Capital Management LLC | 56,271 | $4.54M | 0.1% | N/A | 0.042% | |
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| 5/19/2025 | Legacy Advisory Services LLC | 10,228 | $825K | 0.7% | N/A | 0.008% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 22,671 | $1.83M | 0.1% | +5.4% | 0.017% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 4,506 | $363K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 809,963 | $65.32M | 0.0% | -19.3% | 0.602% | |
| 5/16/2025 | Jones Financial Companies Lllp | 6,767,326 | $548.36M | 0.5% | +148.5% | 5.028% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,631 | $777K | 0.0% | +47.7% | 0.007% | |
| 5/16/2025 | Banque Transatlantique SA | 1,298 | $97K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 10,126 | $817K | 0.0% | +165.8% | 0.008% | |
| 5/16/2025 | Ancora Advisors LLC | 3,711 | $299K | 0.0% | -11.2% | 0.003% | |
| 5/15/2025 | EP Wealth Advisors LLC | 83,227 | $6.71M | 0.1% | -2.9% | 0.062% | |
| 5/15/2025 | First Manhattan CO. LLC. | 14,758 | $1.19M | 0.0% | -20.4% | 0.011% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,621 | $211K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 298,156 | $24.05M | 0.0% | -49.1% | 0.222% | |
| 5/15/2025 | Betterment LLC | 4,229 | $341K | 0.0% | +65.8% | 0.003% | |
| 5/15/2025 | MAI Capital Management | 3,394 | $274K | 0.0% | +14.1% | 0.003% | |
| 5/15/2025 | Baird Financial Group Inc. | 68,948 | $5.56M | 0.0% | +12.5% | 0.051% | |
| 5/15/2025 | Graney & King LLC | 517 | $42K | 0.0% | -69.2% | 0.000% | |
| 5/15/2025 | Clarity Asset Management Inc. | 869 | $70K | 0.0% | -24.3% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 8,214 | $662K | 0.0% | +209.1% | 0.006% | |
| 5/14/2025 | CreativeOne Wealth LLC | 31,453 | $2.54M | 0.1% | +487.7% | 0.022% | |
| 5/14/2025 | Zuckerman Investment Group LLC | 80,527 | $6.49M | 0.7% | +3.5% | 0.056% | |
| 5/14/2025 | PKS Advisory Services LLC | 19,398 | $1.56M | 0.4% | +9.4% | 0.014% | |
| 5/14/2025 | CSM Advisors LLC | 329,559 | $26.58M | 1.4% | -11.7% | 0.230% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 5,039 | $406K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Comerica Bank | 79,575 | $6.42M | 0.0% | +0.8% | 0.056% | |
| 5/14/2025 | SVB Wealth LLC | 175,348 | $14.14M | 0.6% | +23.2% | 0.123% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 6,935 | $562K | 0.1% | +22.8% | 0.005% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 157,460 | $12.70M | 0.0% | +3.3% | 0.110% | |
| 5/14/2025 | Kestra Advisory Services LLC | 74,634 | $6.02M | 0.0% | +1.7% | 0.052% | |
| 5/14/2025 | Ameriprise Financial Inc. | 632,548 | $51.02M | 0.0% | -23.1% | 0.442% | |
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| 5/14/2025 | CW Advisors LLC | 5,603 | $452K | 0.0% | -12.9% | 0.004% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 278,280 | $22.44M | 0.4% | +100.8% | 0.194% | |
| 5/14/2025 | TFB Advisors LLC | 4,888 | $394K | 0.1% | +85.5% | 0.003% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 13,165 | $1.06M | 0.1% | +9.1% | 0.009% | |
| 5/14/2025 | Venture Visionary Partners LLC | 3,137 | $253K | 0.0% | -6.0% | 0.002% | |
| 5/14/2025 | Financial Advisors Network Inc. | 4,511 | $364K | 0.1% | -3.4% | 0.003% | |
| 5/14/2025 | Wellington Management Group LLP | 66,861 | $5.39M | 0.0% | N/A | 0.047% | |
| 5/13/2025 | Raymond James Financial Inc. | 774,352 | $62.45M | 0.0% | -7.5% | 0.541% | |
| 5/13/2025 | Cresset Asset Management LLC | 113,994 | $9.19M | 0.0% | -4.0% | 0.080% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 55,993 | $4.52M | 0.0% | +18.2% | 0.039% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 2,651 | $214K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | Brooklyn FI LLC | 42,886 | $3.53M | 1.1% | +4.5% | 0.030% | |
| 5/13/2025 | Rathbones Group PLC | 64,710 | $5.22M | 0.0% | +84.9% | 0.045% | |
| 5/13/2025 | HighTower Advisors LLC | 35,366 | $2.85M | 0.0% | +5.8% | 0.025% | |
| 5/13/2025 | Trajan Wealth LLC | 14,019 | $1.13M | 0.1% | -2.2% | 0.010% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 22,017 | $1.78M | 0.0% | N/A | 0.015% | |
| 5/12/2025 | Meridian Wealth Management LLC | 3,413 | $275K | 0.0% | +51.2% | 0.002% | |
| 5/12/2025 | Linscomb Wealth Inc. | 7,228 | $583K | 0.0% | -4.0% | 0.005% | |
| 5/12/2025 | Nuveen LLC | 185,160 | $14.93M | 0.0% | N/A | 0.129% | |
| 5/12/2025 | Fiduciary Family Office LLC | 4,438 | $358K | 0.1% | N/A | 0.003% | |
| 5/12/2025 | Benjamin Edwards Inc. | 2,813 | $227K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Private Wealth Advisors LLC | 6,535 | $527K | 0.2% | -3.4% | 0.005% | |
| 5/12/2025 | Townsquare Capital LLC | 4,775 | $385K | 0.0% | +6.0% | 0.003% | |
| 5/12/2025 | First Western Trust Bank | 71,768 | $5.79M | 0.3% | +3.4% | 0.050% | |
| 5/12/2025 | National Bank of Canada FI | 1,330 | $107K | 0.0% | +54.1% | 0.001% | |
| 5/12/2025 | AlphaCore Capital LLC | 332 | $27K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Y.D. More Investments Ltd | 7,020 | $566K | 0.0% | -44.8% | 0.005% | |
| 5/9/2025 | Headlands Technologies LLC | 10,260 | $827K | 0.1% | N/A | 0.008% | |
| 5/9/2025 | Summit Rock Advisors LP | 1,478,312 | $119.23M | 82.8% | +19.4% | 1.098% | |
| 5/9/2025 | Deutsche Bank AG | 31,192 | $2.52M | 0.0% | -81.4% | 0.023% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 13,650 | $1.10M | 0.2% | -10.7% | 0.010% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 36,635 | $2.96M | 0.1% | +12.8% | 0.027% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 597 | $48K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | WealthShield Partners LLC | 2,425 | $196K | 0.0% | +86.1% | 0.002% | |
| 5/9/2025 | SoundView Advisors Inc. | 29,993 | $2.42M | 1.0% | -0.4% | 0.022% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 1,741 | $140K | 0.1% | +35.3% | 0.001% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 112,793 | $9.10M | 0.1% | -20.5% | 0.084% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 8,551 | $690K | 0.0% | +74.2% | 0.006% | |
| 5/9/2025 | MWA Asset Management | 4,127 | $333K | 0.2% | +18.9% | 0.003% | |
| 5/9/2025 | Capstone Financial Advisors Inc. | 66,019 | $5.32M | 0.3% | +0.5% | 0.049% | |
| 5/9/2025 | Allianz SE | 232,000 | $18.71M | 0.5% | N/A | 0.172% | |
| 5/9/2025 | Blair William & Co. IL | 31,527 | $2.54M | 0.0% | +1.5% | 0.023% | |
| 5/9/2025 | Prairieview Wealth Partners LLC | 88,985 | $7.18M | 8.8% | -3.6% | 0.066% | |
| 5/9/2025 | Scotia Capital Inc. | 108,103 | $8.72M | 0.0% | -10.0% | 0.080% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 92,889 | $7.49M | 0.0% | +11.2% | 0.069% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 5,388 | $435K | 0.2% | N/A | 0.004% | |
| 5/8/2025 | Windward Private Wealth Management Inc. | 52,543 | $4.24M | 1.7% | +2.2% | 0.039% | |
| 5/8/2025 | TIAA Trust National Association | 4,672 | $377K | 0.0% | +6.8% | 0.003% | |
| 5/8/2025 | UNIVEST FINANCIAL Corp | 2,645 | $213K | 0.0% | -19.4% | 0.002% | |
| 5/8/2025 | Commerce Bank | 13,430 | $1.08M | 0.0% | +1.9% | 0.010% | |
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| 5/8/2025 | US Bancorp DE | 12,259 | $989K | 0.0% | +42.1% | 0.009% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 4,705 | $379K | 0.1% | N/A | 0.003% | |
| 5/8/2025 | Harbour Investments Inc. | 2,397 | $193K | 0.0% | +16.4% | 0.002% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 334 | $27K | 0.0% | +581.6% | 0.000% | |
| 5/8/2025 | Grantvest Financial Group LLC | 3,136 | $253K | 0.2% | +5.1% | 0.002% | |
| 5/8/2025 | Natixis Advisors LLC | 6,036,815 | $486.87M | 0.9% | +6.1% | 4.485% | |
| 5/8/2025 | NorthRock Partners LLC | 483 | $39K | 0.0% | +54.3% | 0.000% | |
| 5/8/2025 | Aegis Wealth Management LLC | 3,500 | $282K | 0.2% | N/A | 0.003% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 7,858 | $634K | 0.0% | +126.3% | 0.006% | |
| 5/8/2025 | Brucke Financial Inc. | 39,792 | $3.13M | 2.7% | +14.3% | 0.030% | |
