| 5/21/2025 | Westbourne Investments Inc. | 4,635 | $342K | 0.2% | +17.8% | 0.004% | |
| 5/21/2025 | Main Line Retirement Advisors LLC | 233,618 | $17.22M | 11.2% | +4.5% | 0.191% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,868 | $211K | 0.0% | +12.3% | 0.002% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,995 | $589K | 0.0% | +38.7% | 0.007% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 2,946 | $217K | 0.0% | -48.9% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 418,519 | $30.84M | 0.1% | +80.1% | 0.342% | |
| 5/20/2025 | Anchor Investment Management LLC | 25,042 | $1.85M | 0.2% | +6.5% | 0.020% | |
| 5/19/2025 | Jane Street Group LLC | 636,987 | $46.94M | 0.0% | -25.8% | 0.520% | |
| 5/19/2025 | SCS Capital Management LLC | 30,359 | $2.24M | 0.0% | N/A | 0.025% | |
| 5/16/2025 | AAF Wealth Management LLC | 183,192 | $13.50M | 7.3% | -1.7% | 0.150% | |
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| 5/16/2025 | Ascent Group LLC | 16,941 | $1.25M | 0.1% | -15.6% | 0.014% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 275,262 | $20.28M | 0.5% | +16.1% | 0.225% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 14,737 | $1.09M | 0.0% | -56.9% | 0.012% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 3,058 | $225K | 0.1% | +27.2% | 0.002% | |
| 5/16/2025 | Jones Financial Companies Lllp | 886,962 | $65.36M | 0.1% | +22.1% | 0.724% | |
| 5/15/2025 | EP Wealth Advisors LLC | 34,541 | $2.55M | 0.0% | -1.9% | 0.028% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 11,752 | $866K | 0.0% | +24.6% | 0.010% | |
| 5/15/2025 | Royal Bank of Canada | 1,133,755 | $83.55M | 0.0% | +10.8% | 0.926% | |
| 5/15/2025 | Baird Financial Group Inc. | 254,591 | $18.76M | 0.0% | +12.9% | 0.208% | |
| 5/15/2025 | OLD Mission Capital LLC | 157,579 | $11.61M | 0.2% | N/A | 0.129% | |
| 5/15/2025 | Evergreen Capital Management LLC | 14,040 | $1.04M | 0.0% | +12.0% | 0.011% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 1,741,013 | $128.30M | 0.1% | +30.7% | 1.422% | |
| 5/15/2025 | WPG Advisers LLC | 1,381 | $102K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | Note Advisors LLC | 38,742 | $2.86M | 2.4% | +11.0% | 0.032% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,349 | $394K | 0.0% | -9.7% | 0.004% | |
| 5/14/2025 | Jane Street Group LLC | 636,987 | $46.94M | 0.0% | -25.8% | 0.520% | |
| 5/14/2025 | Talisman Wealth Advisors LLC | 27,903 | $2.06M | 2.1% | +14.8% | 0.023% | |
| 5/14/2025 | Brooks Moore & Associates Inc. | 7,915 | $583K | 0.3% | +2.6% | 0.006% | |
| 5/14/2025 | Comerica Bank | 25,981 | $1.92M | 0.0% | +5.1% | 0.021% | |
| 5/14/2025 | Cadence Bank | 15,282 | $1.13M | 0.1% | -10.2% | 0.012% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 35,296 | $2.60M | 0.2% | -0.6% | 0.029% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 36,181 | $2.68M | 0.3% | +7.0% | 0.030% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 130,197 | $9.59M | 0.0% | +9.2% | 0.106% | |
| 5/14/2025 | Ariston Services Group | 86,404 | $6.37M | 5.3% | +1.7% | 0.071% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 7,232 | $533K | 0.0% | +3.2% | 0.006% | |
| 5/14/2025 | Kestra Advisory Services LLC | 49,750 | $3.67M | 0.0% | +8.5% | 0.041% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 13,432 | $990K | 0.6% | +8.8% | 0.011% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,354,085 | $99.87M | 0.0% | -7.6% | 1.106% | |
| 5/14/2025 | TFB Advisors LLC | 7,459 | $550K | 0.2% | +1.8% | 0.006% | |
| 5/14/2025 | Capital Analysts LLC | 3,361 | $247K | 0.0% | +100.7% | 0.003% | |
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| 5/14/2025 | Venture Visionary Partners LLC | 62,784 | $4.63M | 0.2% | -1.0% | 0.051% | |
| 5/14/2025 | GSG Advisors LLC | 12,619 | $886K | 0.3% | +2.2% | 0.010% | |
| 5/13/2025 | 17 Capital Partners LLC | 10,643 | $784K | 0.5% | +19.0% | 0.009% | |
| 5/13/2025 | Cascade Financial Partners LLC | 6,867 | $506K | 0.1% | -5.1% | 0.006% | |
| 5/13/2025 | Raymond James Financial Inc. | 778,108 | $57.34M | 0.0% | +4.3% | 0.635% | |
| 5/13/2025 | Cowa LLC | 38,157 | $2.81M | 1.2% | +17.0% | 0.031% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 140,524 | $10.36M | 0.2% | -0.2% | 0.115% | |
| 5/13/2025 | American Investment Services Inc. | 246,858 | $18.19M | 3.2% | -9.0% | 0.202% | |
| 5/13/2025 | State Farm Mutual Automobile Insurance Co. | 2,340 | $172K | 0.0% | +459.8% | 0.002% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 109,292 | $8.05M | 0.2% | +49.5% | 0.089% | |
| 5/13/2025 | HighTower Advisors LLC | 609,052 | $44.88M | 0.1% | +8.1% | 0.497% | |
| 5/12/2025 | Meridian Wealth Management LLC | 4,590 | $338K | 0.0% | -23.0% | 0.004% | |
| 5/12/2025 | Linscomb Wealth Inc. | 80,071 | $5.90M | 0.3% | -4.7% | 0.062% | |
| 5/12/2025 | SouthState Corp | 1,001 | $74K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Townsquare Capital LLC | 111,995 | $8.25M | 0.1% | -0.7% | 0.087% | |
| 5/12/2025 | National Bank of Canada FI | 2,117 | $156K | 0.0% | +112.8% | 0.002% | |
| 5/12/2025 | Citigroup Inc. | 146,858 | $10.82M | 0.0% | +5.9% | 0.114% | |
| 5/12/2025 | AlphaCore Capital LLC | 844 | $62K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Roof Eidam Maycock Peralta LLC | 11,025 | $812K | 0.2% | -68.4% | 0.009% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 78,883 | $5.81M | 0.1% | -14.7% | 0.064% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 39,139 | $2.88M | 0.1% | +5.7% | 0.032% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 161,222 | $11.88M | 3.1% | +0.4% | 0.132% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 412,190 | $30.37M | 0.0% | +16.2% | 0.337% | |
| 5/9/2025 | Blair William & Co. IL | 17,098 | $1.26M | 0.0% | +7.9% | 0.014% | |
| 5/9/2025 | Liberty Wealth Management LLC | 96,976 | $7.15M | 0.1% | N/A | 0.079% | |
| 5/9/2025 | Beta Wealth Group Inc. | 49,910 | $3.68M | 1.3% | +32.0% | 0.041% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 337,965 | $24.91M | 0.0% | +10.6% | 0.276% | |
| 5/8/2025 | Schiavi & Co LLC | 4,519 | $333K | 0.1% | N/A | 0.004% | |
| 5/8/2025 | Moors & Cabot Inc. | 12,597 | $928K | 0.0% | -1.8% | 0.010% | |
| 5/8/2025 | Certified Advisory Corp | 45,587 | $3.36M | 0.4% | -2.0% | 0.037% | |
| 5/8/2025 | US Bancorp DE | 23,551 | $1.74M | 0.0% | +114.5% | 0.019% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 7,263 | $535K | 0.1% | -11.8% | 0.006% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,986 | $1.18M | 0.0% | +24.2% | 0.013% | |
| 5/8/2025 | Harbour Investments Inc. | 3,308 | $244K | 0.0% | +6.6% | 0.003% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 3,815 | $281K | 0.0% | -3.7% | 0.003% | |
| 5/8/2025 | MGO One Seven LLC | 119,808 | $8.83M | 0.3% | -5.6% | 0.098% | |
| 5/8/2025 | Natixis Advisors LLC | 64,113 | $4.72M | 0.0% | +15.8% | 0.052% | |
| 5/8/2025 | Roble Belko & Company Inc | 309,776 | $22.83M | 3.6% | -3.3% | 0.253% | |
| 5/8/2025 | Modera Wealth Management LLC | 3,456 | $255K | 0.0% | -4.6% | 0.003% | |
| 5/8/2025 | Arkadios Wealth Advisors | 12,100 | $892K | 0.0% | +49.4% | 0.010% | |
| 5/8/2025 | Gunma Bank Ltd. | 40,000 | $2.95M | 0.9% | -68.8% | 0.033% | |
| 5/7/2025 | Meeder Advisory Services Inc. | 149,557 | $11.02M | 0.7% | +7.8% | 0.122% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 7,823 | $576K | 0.1% | -2.5% | 0.006% | |
| 5/7/2025 | New Republic Capital LLC | 14,006 | $1.03M | 0.4% | +60.5% | 0.011% | |
| 5/7/2025 | Mackenzie Financial Corp | 185,606 | $13.68M | 0.0% | -3.6% | 0.152% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 1,094 | $81K | 0.0% | +141.0% | 0.001% | |
| 5/7/2025 | LPL Financial LLC | 1,472,896 | $108.54M | 0.0% | +8.1% | 1.203% | |
| 5/7/2025 | one8zero8 LLC | 10,715 | $790K | 0.2% | N/A | 0.009% | |
| 5/7/2025 | Cornerstone Advisory LLC | 31,571 | $2.42M | 0.3% | +499.1% | 0.026% | |
| 5/7/2025 | Motco | 30,137 | $2.22M | 0.2% | +6.3% | 0.025% | |
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| 5/7/2025 | HB Wealth Management LLC | 3,203 | $236K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 4,682 | $345K | 0.0% | -10.8% | 0.004% | |
| 5/7/2025 | Equitable Trust Co. | 130,277 | $9.60M | 0.5% | -6.9% | 0.106% | |
| 5/6/2025 | Assetmark Inc. | 391,535 | $28.85M | 0.1% | +47.3% | 0.320% | |
| 5/6/2025 | Cetera Investment Advisers | 287,085 | $21.16M | 0.0% | +7.1% | 0.234% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 147,214 | $10.85M | 0.1% | +9.0% | 0.120% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 17,390 | $1.28M | 0.4% | +120.6% | 0.014% | |
| 5/6/2025 | Atria Investments Inc | 123,325 | $9.09M | 0.1% | -5.4% | 0.101% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 3,236 | $238K | 0.0% | N/A | 0.003% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 12,548 | $925K | 0.0% | -3.8% | 0.010% | |
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