| 5/28/2025 | Jones Financial Companies Lllp | 14,355,890 | $919.64M | 0.8% | +2.3% | 18.083% | |
| 5/23/2025 | Strategic Financial Services Inc. | 206,172 | $13.24M | 0.8% | -1.1% | 0.260% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,837 | $2.75M | 0.1% | +161.8% | 0.054% | |
| 5/19/2025 | Jane Street Group LLC | 11,732 | $753K | 0.0% | -62.7% | 0.015% | |
| 5/19/2025 | SageView Advisory Group LLC | 5,712 | $367K | 0.0% | N/A | 0.007% | |
| 5/19/2025 | Advisory Alpha LLC | 381,842 | $24.50M | 0.8% | -0.2% | 0.481% | |
| 5/16/2025 | Prostatis Group LLC | 12,745 | $818K | 0.3% | +13.0% | 0.016% | |
| 5/16/2025 | McIlrath & Eck LLC | 295,327 | $18.96M | 2.3% | +16.3% | 0.372% | |
| 5/16/2025 | Kestra Investment Management LLC | 125,577 | $7.82M | 0.2% | -65.0% | 0.158% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,279,098 | $914.75M | 0.8% | +1.8% | 17.986% | |
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| 5/16/2025 | USS Investment Management Ltd | 420,000 | $26.97M | 0.2% | -49.4% | 0.529% | |
| 5/16/2025 | Ancora Advisors LLC | 1,183 | $76K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 857,792 | $55.07M | 0.4% | +11.0% | 1.080% | |
| 5/15/2025 | Royal Bank of Canada | 2,551,639 | $163.82M | 0.0% | +505.5% | 3.214% | |
| 5/15/2025 | Betterment LLC | 1,656,401 | $106.34M | 0.3% | -10.6% | 2.086% | |
| 5/15/2025 | Calton & Associates Inc. | 3,133 | $201K | 0.0% | N/A | 0.004% | |
| 5/15/2025 | Titleist Asset Management LLC | 16,845 | $1.08M | 0.1% | +8.6% | 0.021% | |
| 5/15/2025 | WPG Advisers LLC | 3,539 | $227K | 0.2% | N/A | 0.004% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 67,999 | $4.37M | 0.4% | +6.3% | 0.086% | |
| 5/14/2025 | Note Advisors LLC | 13,177 | $846K | 0.7% | -25.1% | 0.017% | |
| 5/14/2025 | Kitching Partners LLC | 67,065 | $4.31M | 5.0% | +0.9% | 0.084% | |
| 5/14/2025 | Full Sail Capital LLC | 321,069 | $20.61M | 1.3% | +3.8% | 0.404% | |
| 5/14/2025 | Comerica Bank | 56,780 | $3.65M | 0.0% | +23.6% | 0.072% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 6,697 | $429K | 0.0% | +200.9% | 0.008% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 16,601 | $1.07M | 0.0% | +32.9% | 0.021% | |
| 5/14/2025 | Kestra Advisory Services LLC | 34,216 | $2.20M | 0.0% | +13.1% | 0.043% | |
| 5/14/2025 | Compound Planning Inc. | 20,565 | $1.32M | 0.1% | +9.1% | 0.026% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,824,115 | $117.11M | 0.0% | -3.9% | 2.298% | |
| 5/14/2025 | CW Advisors LLC | 35,067 | $2.25M | 0.0% | -4.9% | 0.044% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,134 | $1.49M | 0.1% | -65.5% | 0.029% | |
| 5/14/2025 | Capital Analysts LLC | 12,827 | $823K | 0.0% | +7.1% | 0.016% | |
| 5/14/2025 | JT Stratford LLC | 15,369 | $987K | 0.2% | +21.6% | 0.019% | |
| 5/13/2025 | Raymond James Financial Inc. | 254,952 | $16.37M | 0.0% | -3.0% | 0.336% | |
| 5/13/2025 | Elevatus Welath Management | 6,844 | $439K | 0.2% | -84.4% | 0.009% | |
| 5/13/2025 | Cresset Asset Management LLC | 4,322 | $277K | 0.0% | -21.4% | 0.006% | |
| 5/13/2025 | Wealthedge Investment Advisors LLC | 5,832 | $374K | 0.2% | +52.6% | 0.008% | |
| 5/13/2025 | HighTower Advisors LLC | 104,606 | $6.72M | 0.0% | -0.1% | 0.138% | |
| 5/12/2025 | Independent Advisor Alliance | 5,558 | $357K | 0.0% | -11.8% | 0.007% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 54,824 | $3.52M | 0.9% | +6.9% | 0.072% | |
| 5/12/2025 | Virtus Family Office LLC | 37,060 | $2.38M | 3.1% | +35.1% | 0.049% | |
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| 5/12/2025 | White Lighthouse Investment Management Inc. | 11,612 | $745K | 0.1% | -2.3% | 0.015% | |
| 5/12/2025 | Benjamin Edwards Inc. | 197,371 | $12.67M | 0.2% | -2.1% | 0.260% | |
| 5/12/2025 | JPMorgan Chase & Co. | 3,407,394 | $218.76M | 0.0% | +6.6% | 4.490% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 66,613 | $4.28M | 3.4% | -1.1% | 0.088% | |
| 5/12/2025 | Townsquare Capital LLC | 85,439 | $5.49M | 0.1% | +3.8% | 0.113% | |
| 5/12/2025 | National Bank of Canada FI | 428 | $27K | 0.0% | -61.7% | 0.001% | |
| 5/12/2025 | Citigroup Inc. | 123,725 | $7.94M | 0.0% | -6.8% | 0.163% | |
| 5/12/2025 | WBH Advisory Inc. | 3,241 | $208K | 0.0% | N/A | 0.004% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 50,201 | $3.22M | 0.0% | -18.1% | 0.063% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 120,357 | $7.73M | 5.2% | +4.1% | 0.152% | |
| 5/9/2025 | AXS Investments LLC | 23,827 | $1.53M | 0.4% | N/A | 0.030% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 13,183 | $846K | 0.0% | -9.0% | 0.017% | |
| 5/9/2025 | Plan Group Financial LLC | 17,592 | $1.13M | 0.4% | N/A | 0.022% | |
| 5/9/2025 | Kickstand Ventures LLC. | 7,326 | $470K | 0.1% | +43.4% | 0.009% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 38,677 | $2.48M | 0.7% | +2.4% | 0.049% | |
| 5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 32,745 | $2.10M | 0.1% | -12.2% | 0.041% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,055,993 | $67.80M | 0.0% | +2.8% | 1.330% | |
| 5/8/2025 | Hurlow Wealth Management Group Inc. | 133,308 | $8.56M | 2.7% | +3.1% | 0.168% | |
| 5/8/2025 | US Bancorp DE | 15,506 | $995K | 0.0% | +254.3% | 0.020% | |
| 5/8/2025 | Harbour Investments Inc. | 2,500 | $160K | 0.0% | +110.1% | 0.003% | |
| 5/8/2025 | Natixis Advisors LLC | 28,201 | $1.81M | 0.0% | +39.0% | 0.036% | |
| 5/8/2025 | NorthRock Partners LLC | 1,192 | $77K | 0.0% | -54.5% | 0.002% | |
| 5/8/2025 | Modera Wealth Management LLC | 66,385 | $4.26M | 0.1% | -2.1% | 0.084% | |
| 5/7/2025 | Creekside Partners | 9,399 | $603K | 0.3% | -17.2% | 0.012% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,797 | $308K | 0.3% | N/A | 0.006% | |
| 5/7/2025 | Ameraudi Asset Management Inc. | 72,155 | $4.63M | 2.7% | +5.4% | 0.091% | |
| 5/7/2025 | Ridgewood Investments LLC | 3,842 | $247K | 0.1% | +156.0% | 0.005% | |
| 5/7/2025 | LPL Financial LLC | 288,283 | $18.51M | 0.0% | +1.5% | 0.363% | |
| 5/7/2025 | Brown Wealth Management LLC | 84,752 | $5.44M | 1.9% | +4.3% | 0.107% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 3,239 | $208K | 0.0% | -92.5% | 0.004% | |
| 5/6/2025 | Assetmark Inc. | 328,883 | $21.11M | 0.1% | -6.8% | 0.414% | |
| 5/6/2025 | Cetera Investment Advisers | 178,106 | $11.43M | 0.0% | +6.5% | 0.224% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 9,734 | $625K | 0.0% | +4.5% | 0.012% | |
| 5/6/2025 | AE Wealth Management LLC | 855 | $55K | 0.0% | -30.5% | 0.001% | |
| 5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 217,782 | $13.98M | 1.5% | -9.1% | 0.274% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 71,009 | $4.56M | 2.5% | -0.6% | 0.089% | |
| 5/6/2025 | AllGen Financial Advisors Inc. | 57,412 | $3.69M | 1.1% | +2.4% | 0.072% | |
| 5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 791,678 | $50.83M | 0.2% | +0.6% | 0.997% | |
| 5/6/2025 | PFG Advisors | 22,504 | $1.45M | 0.1% | +25.3% | 0.028% | |
| 5/5/2025 | Gries Financial LLC | 57,414 | $3.69M | 0.7% | +40.0% | 0.072% | |
| 5/5/2025 | IFP Advisors Inc | 5,658 | $363K | 0.0% | +31.5% | 0.007% | |
| 5/5/2025 | OneAscent Financial Services LLC | 11,028 | $708K | 0.0% | +100.8% | 0.014% | |
| 5/5/2025 | Calton & Associates Inc. | 6,164 | $396K | 0.0% | N/A | 0.008% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 7,341 | $471K | 0.0% | -3.2% | 0.009% | |
| 5/5/2025 | Morningstar Investment Services LLC | 26,498 | $1.70M | 0.3% | -75.0% | 0.033% | |
| 5/5/2025 | Csenge Advisory Group | 12,128 | $763K | 0.0% | +9.7% | 0.015% | |
| 5/5/2025 | Private Advisor Group LLC | 3,407 | $219K | 0.0% | -55.5% | 0.004% | |
| 5/5/2025 | Nwam LLC | 18,692 | $1.20M | 0.1% | -26.8% | 0.024% | |
| 5/5/2025 | FLC Capital Advisors | 76,276 | $4.90M | 1.1% | +6.2% | 0.096% | |
| 5/5/2025 | Diversify Advisory Services LLC | 19,536 | $1.25M | 0.1% | +19.5% | 0.025% | |
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| 5/5/2025 | Yeomans Consulting Group Inc. | 35,679 | $2.29M | 0.9% | -2.1% | 0.045% | |
| 5/5/2025 | Transce3nd LLC | 14,210 | $912K | 0.4% | +5.8% | 0.018% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 3,455 | $222K | 0.0% | -16.1% | 0.004% | |
| 5/2/2025 | Archvest Wealth Advisors Inc. | 117,217 | $7.53M | 6.2% | -6.2% | 0.148% | |
| 5/2/2025 | Dravo Bay LLC | 7,863 | $505K | 0.3% | -17.2% | 0.010% | |
| 5/2/2025 | Financial Alternatives Inc | 193,751 | $12.44M | 8.9% | +6.5% | 0.244% | |
| 5/2/2025 | Sumitomo Life Insurance Co. | 440,700 | $28.29M | 1.0% | +57.9% | 0.555% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 32,745 | $2.10M | 0.0% | -12.2% | 0.041% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 31,952 | $2.05M | 0.1% | +7.0% | 0.040% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 10,883 | $699K | 0.1% | N/A | 0.014% | |
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