| 4/30/2025 | Cerity Partners LLC | 58,854 | $3.62M | 0.0% | -4.6% | 0.003% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 4,961 | $305K | 0.0% | +6.0% | 0.000% | |
| 4/30/2025 | Greenleaf Trust | 3,977 | $245K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Personal CFO Solutions LLC | 6,780 | $417K | 0.1% | +9.8% | 0.000% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 4,077 | $251K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 5,805 | $357K | 0.0% | +23.9% | 0.000% | |
| 4/30/2025 | May Hill Capital LLC | 7,374 | $454K | 0.2% | N/A | 0.000% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 57,409 | $3.53M | 0.4% | +113.0% | 0.003% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 16,991 | $1.05M | 0.0% | +1.1% | 0.001% | |
| 4/29/2025 | Callan Capital LLC | 14,929 | $919K | 0.1% | +40.7% | 0.001% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 634,654 | $39.07M | 0.0% | -0.7% | 0.035% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 2,862 | $176K | 0.0% | +11.2% | 0.000% | |
| 4/29/2025 | Penserra Capital Management LLC | 2,553 | $157K | 0.0% | +24.7% | 0.000% | |
| 4/29/2025 | Compass Wealth Management LLC | 67,506 | $4.16M | 1.1% | -2.7% | 0.004% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 6,422 | $395K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 65,259 | $4.02M | 0.0% | -8.0% | 0.004% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,434 | $273K | 0.0% | -24.7% | 0.000% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 3,558 | $219K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 14,862 | $915K | 0.0% | -72.2% | 0.001% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 38,032 | $2.34M | 0.0% | N/A | 0.002% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 6,343 | $390K | 0.0% | -7.0% | 0.000% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 3,432 | $211K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Rossby Financial LCC | 748 | $49K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Vontobel Holding Ltd. | 7,678 | $473K | 0.0% | +2.3% | 0.000% | |
| 4/25/2025 | West Bancorporation Inc. | 3,780 | $233K | 0.2% | N/A | 0.000% | |
| 4/25/2025 | JNBA Financial Advisors | 1,050 | $65K | 0.0% | -19.2% | 0.000% | |
| 4/25/2025 | Westside Investment Management Inc. | 500 | $31K | 0.0% | -53.7% | 0.000% | |
| 4/25/2025 | Buttonwood Financial Advisors Inc. | 75,028 | $4.62M | 2.0% | +1.6% | 0.004% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 5,507 | $339K | 0.0% | -6.1% | 0.000% | |
| 4/25/2025 | Naviter Wealth LLC | 18,407 | $1.14M | 0.1% | -7.3% | 0.001% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 4,817 | $299K | 0.0% | -4.5% | 0.000% | |
| 4/24/2025 | Highland Capital Management LLC | 27,070 | $1.67M | 0.1% | +11.5% | 0.002% | |
| 4/24/2025 | Old North State Wealth Management LLC | 7,800 | $480K | 0.3% | +42.7% | 0.000% | |
| 4/24/2025 | Perpetual Ltd | 210,232 | $12.94M | 0.2% | +21.5% | 0.012% | |
| 4/24/2025 | PDS Planning Inc | 6,414 | $395K | 0.0% | +23.8% | 0.000% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 25,254 | $1.56M | 0.0% | +224.7% | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 4,012 | $247K | 0.0% | +104.1% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 1,336 | $83K | 0.0% | +66.0% | 0.000% | |
| 4/23/2025 | Spire Wealth Management | 420 | $26K | 0.0% | -30.6% | 0.000% | |
| 4/23/2025 | Penn Davis Mcfarland Inc. | 470,711 | $28.98M | 3.4% | +0.7% | 0.026% | |
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| 4/23/2025 | Oppenheimer & Co. Inc. | 3,737 | $230K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 56,492 | $3.48M | 0.0% | +25.9% | 0.003% | |
| 4/23/2025 | Continuum Advisory LLC | 6,993 | $430K | 0.1% | -4.6% | 0.000% | |
| 4/22/2025 | Brown Lisle Cummings Inc. | 1,585 | $98K | 0.0% | -34.6% | 0.000% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,213 | $2.54M | 0.0% | +6.0% | 0.002% | |
| 4/22/2025 | Garde Capital Inc. | 600 | $37K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Blue Trust Inc. | 1,424 | $88K | 0.0% | -31.0% | 0.000% | |
| 4/21/2025 | GFS Advisors LLC | 96,615 | $5.95M | 1.2% | -54.4% | 0.005% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,900 | $240K | 0.0% | -75.4% | 0.000% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 23,602 | $1.45M | 0.2% | +9.8% | 0.001% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 3,577 | $220K | 0.0% | N/A | 0.000% | |
| 4/18/2025 | CENTRAL TRUST Co | 1,753 | $108K | 0.0% | -15.3% | 0.000% | |
| 4/17/2025 | QRG Capital Management Inc. | 87,019 | $5.36M | 0.1% | +43.6% | 0.005% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 4,890 | $301K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 14,597 | $899K | 0.0% | -40.1% | 0.001% | |
| 4/17/2025 | Citadel Investment Advisory Inc. | 22,207 | $1.37M | 0.7% | +883.9% | 0.001% | |
| 4/17/2025 | Fairvoy Private Wealth LLC | 3,509 | $216K | 0.1% | N/A | 0.000% | |
| 4/17/2025 | Ritholtz Wealth Management | 3,581 | $220K | 0.0% | -65.9% | 0.000% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 35,879 | $2.21M | 0.0% | +1.0% | 0.002% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 1,050 | $65K | 0.0% | +23.5% | 0.000% | |
| 4/15/2025 | My Legacy Advisors LLC | 12,663 | $780K | 0.3% | -5.0% | 0.001% | |
| 4/15/2025 | Integrated Advisors Network LLC | 5,663 | $349K | 0.0% | +6.1% | 0.000% | |
| 4/15/2025 | GAMMA Investing LLC | 1,158 | $71K | 0.0% | +27.0% | 0.000% | |
| 4/14/2025 | Cetera Trust Company N.A | 3,100 | $191K | 0.1% | N/A | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,826 | $112K | 0.0% | +40.7% | 0.000% | |
| 4/14/2025 | CHICAGO TRUST Co NA | 9,111 | $561K | 0.1% | +20.0% | 0.001% | |
| 4/14/2025 | Beach Investment Counsel Inc. PA | 28,640 | $1.65M | 0.2% | +4.0% | 0.002% | |
| 4/14/2025 | UMB Bank n.a. | 1,502 | $92K | 0.0% | -24.3% | 0.000% | |
| 4/11/2025 | Persium Advisors LLC | 9,053 | $557K | 0.5% | N/A | 0.001% | |
| 4/11/2025 | First Affirmative Financial Network | 3,766 | $232K | 0.1% | N/A | 0.000% | |
| 4/11/2025 | 626 Financial LLC | 5,672 | $349K | 0.2% | -15.3% | 0.000% | |
| 4/10/2025 | Whipplewood Advisors LLC | 542 | $33K | 0.0% | -23.9% | 0.000% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 664 | $41K | 0.0% | N/A | 0.000% | |
| 4/9/2025 | Merit Financial Group LLC | 14,635 | $901K | 0.0% | +31.7% | 0.001% | |
| 4/9/2025 | LVW Advisors LLC | 7,615 | $469K | 0.1% | +18.2% | 0.000% | |
| 4/9/2025 | NBC Securities Inc. | 524 | $32K | 0.0% | N/A | 0.000% | |
| 4/9/2025 | Douglas Lane & Associates LLC | 1,030,855 | $63.46M | 0.9% | -7.5% | 0.057% | |
| 4/8/2025 | Rhumbline Advisers | 16,616 | $1.02M | 0.0% | -1.1% | 0.001% | |
| 4/8/2025 | S.E.E.D. Planning Group LLC | 3,602 | $222K | 0.1% | N/A | 0.000% | |
| 4/8/2025 | Parallel Advisors LLC | 5,684 | $350K | 0.0% | +65.4% | 0.000% | |
| 4/7/2025 | GAMMA Investing LLC | 71,286 | $4.39M | 0.0% | +7,716.4% | 0.004% | |
| 4/3/2025 | Central Pacific Bank Trust Division | 13,525 | $833K | 0.1% | +2.9% | 0.001% | |
| 4/3/2025 | Versant Capital Management Inc | 6,484 | $399K | 0.1% | +2,647.5% | 0.000% | |
| 4/3/2025 | First Hawaiian Bank | 51,386 | $3.16M | 0.2% | +2.6% | 0.003% | |
| 4/3/2025 | Jacobs & Co. CA | 5,383 | $331K | 0.0% | -9.1% | 0.000% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 35,519 | $1.78M | 0.0% | -10.9% | 0.002% | |
| 2/27/2025 | Pinnacle Wealth Planning Services Inc. | 5,103 | $256K | 0.0% | -38.8% | 0.000% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 4,241 | $212K | 0.0% | -55.3% | 0.000% | |
| 2/25/2025 | Integrated Advisors Network LLC | 5,336 | $267K | 0.0% | -27.9% | 0.000% | |
| 2/21/2025 | Ascent Group LLC | 20,978 | $1.05M | 0.1% | -33.9% | 0.001% | |
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| 2/20/2025 | Forum Financial Management LP | 8,326 | $417K | 0.0% | +144.8% | 0.000% | |
| 2/20/2025 | Michels Family Financial LLC | 8,592 | $430K | 0.4% | N/A | 0.000% | |
| 2/18/2025 | Vise Technologies Inc. | 16,812 | $842K | 0.1% | +23.2% | 0.001% | |
| 2/18/2025 | Poehling Capital Management INC. | 11,049 | $553K | 0.1% | +34.6% | 0.001% | |
| 2/18/2025 | Continuum Advisory LLC | 7,333 | $367K | 0.0% | -38.9% | 0.000% | |
| 2/17/2025 | Two Sigma Advisers LP | 343,102 | $17.18M | 0.0% | +237.0% | 0.019% | |
| 2/17/2025 | Two Sigma Investments LP | 306,465 | $15.35M | 0.0% | -1.7% | 0.017% | |
| 2/17/2025 | Tidal Investments LLC | 13,878 | $695K | 0.0% | -25.6% | 0.001% | |
| 2/17/2025 | Point72 Hong Kong Ltd | 35,097 | $1.76M | 0.1% | +2,499.8% | 0.002% | |
| 2/17/2025 | Quantinno Capital Management LP | 101,682 | $5.09M | 0.1% | +74.6% | 0.006% | |
