| 5/20/2025 | Focus Partners Wealth | 177,318 | $11.75M | 0.0% | +27.7% | 0.187% | |
| 5/19/2025 | Jane Street Group LLC | 850,000 | $56.33M | 0.0% | +472.4% | 0.896% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 66,525 | $4.41M | 0.1% | +18.9% | 0.070% | |
| 5/16/2025 | Jones Financial Companies Lllp | 75,958 | $5.36M | 0.0% | +54.0% | 0.080% | |
| 5/16/2025 | Plancorp LLC | 894,100 | $59.25M | 2.3% | -1.2% | 0.942% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,692 | $443K | 0.0% | +49.2% | 0.007% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 258,530 | $17.13M | 0.3% | +15.0% | 0.272% | |
| 5/15/2025 | Royal Bank of Canada | 80,754 | $5.35M | 0.0% | +123.9% | 0.085% | |
| 5/15/2025 | Betterment LLC | 14,142 | $937K | 0.0% | -8.9% | 0.015% | |
| 5/15/2025 | Trace Wealth Advisors LLC | 118,661 | $7.86M | 7.0% | +4.2% | 0.125% | |
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| 5/15/2025 | Baird Financial Group Inc. | 6,845 | $454K | 0.0% | +32.6% | 0.007% | |
| 5/15/2025 | Tortoise Investment Management LLC | 30,103 | $2.00M | 0.2% | -1.1% | 0.032% | |
| 5/15/2025 | Clarity Asset Management Inc. | 2,654 | $176K | 0.1% | +27.6% | 0.003% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 163,328 | $10.82M | 2.1% | N/A | 0.172% | |
| 5/14/2025 | Ieq Capital LLC | 3,904 | $259K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | BWM Planning LLC | 165,551 | $10.97M | 4.6% | +12.4% | 0.182% | |
| 5/14/2025 | Orion Capital Management LLC | 37,704 | $2.50M | 1.1% | +1.3% | 0.041% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 303,011 | $20.08M | 1.5% | +2.6% | 0.333% | |
| 5/14/2025 | Jane Street Group LLC | 850,000 | $56.33M | 0.0% | +472.4% | 0.935% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 132,628 | $8.79M | 1.2% | -6.8% | 0.146% | |
| 5/14/2025 | Comerica Bank | 32,952 | $2.18M | 0.0% | +4.9% | 0.036% | |
| 5/14/2025 | B&D White Capital Company LLC | 238,790 | $15.83M | 2.3% | +216.3% | 0.263% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,100,998 | $72.96M | 0.1% | +5.2% | 1.211% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 88,105 | $5.84M | 0.4% | -5.1% | 0.097% | |
| 5/14/2025 | Kestra Advisory Services LLC | 61,206 | $4.06M | 0.0% | -2.0% | 0.067% | |
| 5/14/2025 | Ameriprise Financial Inc. | 657,878 | $43.56M | 0.0% | +19.9% | 0.724% | |
| 5/14/2025 | TFB Advisors LLC | 5,684 | $377K | 0.1% | -2.6% | 0.006% | |
| 5/14/2025 | Disciplina Capital Management LLC | 225,693 | $14.96M | 2.2% | +88.6% | 0.248% | |
| 5/13/2025 | Cascade Financial Partners LLC | 37,323 | $2.47M | 0.3% | -3.0% | 0.041% | |
| 5/13/2025 | Raymond James Financial Inc. | 401,775 | $26.63M | 0.0% | +42.6% | 0.442% | |
| 5/13/2025 | Cresset Asset Management LLC | 503,803 | $33.39M | 0.2% | +16.0% | 0.554% | |
| 5/13/2025 | American Century Companies Inc. | 2,019,102 | $133.81M | 0.1% | -9.0% | 2.221% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 71,945 | $4.77M | 0.3% | +9.8% | 0.079% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 942,590 | $62.47M | 17.3% | +2.6% | 1.037% | |
| 5/13/2025 | Ariadne Wealth Management LP | 90,136 | $6.32M | 3.3% | -0.8% | 0.099% | |
| 5/13/2025 | Annandale Capital LLC | 105,692 | $7.00M | 0.4% | +0.3% | 0.116% | |
| 5/13/2025 | HighTower Advisors LLC | 2,529,397 | $167.62M | 0.2% | +3.4% | 2.783% | |
| 5/12/2025 | Mainsail Asset Management LLC | 3,480 | $231K | 0.2% | -61.8% | 0.004% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 32,878 | $2.18M | 0.0% | -10.9% | 0.036% | |
| 5/12/2025 | SouthState Corp | 38,591 | $2.56M | 0.1% | N/A | 0.042% | |
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| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 13,829 | $916K | 0.1% | +2.0% | 0.015% | |
| 5/12/2025 | ESL Trust Services LLC | 689,463 | $45.69M | 10.3% | +0.0% | 0.758% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 41,834 | $2.77M | 2.2% | +6.4% | 0.046% | |
| 5/12/2025 | Townsquare Capital LLC | 19,836 | $1.32M | 0.0% | -4.8% | 0.022% | |
| 5/12/2025 | Truepoint Inc. | 17,854 | $1.18M | 0.0% | -4.9% | 0.020% | |
| 5/12/2025 | Savvy Advisors Inc. | 5,125 | $340K | 0.0% | +46.3% | 0.006% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 85,458 | $5.97M | 0.2% | -3.2% | 0.094% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 21,526 | $1.43M | 1.0% | +1.5% | 0.024% | |
| 5/9/2025 | WealthShield Partners LLC | 1,700 | $113K | 0.0% | +21.4% | 0.002% | |
| 5/9/2025 | PrairieView Partners LLC | 157,787 | $10.46M | 1.1% | -11.1% | 0.174% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,456 | $295K | 0.0% | +16.9% | 0.005% | |
| 5/9/2025 | BCR Wealth Strategies LLC | 331,389 | $21.96M | 9.6% | -0.6% | 0.365% | |
| 5/9/2025 | Advyzon Investment Management LLC | 12,687 | $841K | 0.3% | +1.1% | 0.014% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 20,007 | $1.33M | 0.3% | +69.5% | 0.022% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 475,099 | $31.49M | 0.0% | +25.6% | 0.523% | |
| 5/9/2025 | Haven Private LLC | 35,722 | $2.37M | 1.3% | -12.9% | 0.039% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 450,053 | $29.83M | 0.0% | +37.2% | 0.495% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 43,513 | $2.88M | 1.6% | +4.5% | 0.048% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 31,165 | $2.07M | 0.2% | -8.5% | 0.034% | |
| 5/8/2025 | Certified Advisory Corp | 18,361 | $1.22M | 0.1% | +4.5% | 0.020% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 118,400 | $7.85M | 1.5% | N/A | 0.130% | |
| 5/8/2025 | Tarbox Family Office Inc. | 304,902 | $20.21M | 3.4% | -2.1% | 0.335% | |
| 5/8/2025 | Tillman Hartley LLC | 11,320 | $750K | 0.2% | +7.9% | 0.012% | |
| 5/8/2025 | RVW Wealth LLC | 323,171 | $21.42M | 2.0% | -20.2% | 0.356% | |
| 5/8/2025 | CAP Partners LLC | 27,252 | $1.81M | 1.3% | -18.1% | 0.030% | |
| 5/8/2025 | Modera Wealth Management LLC | 413,763 | $27.42M | 0.4% | +8.2% | 0.455% | |
| 5/8/2025 | Eastern Bank | 462 | $31K | 0.0% | N/A | 0.001% | |
| 5/8/2025 | Meredith Wealth Planning | 31,253 | $2.07M | 0.9% | +5.0% | 0.034% | |
| 5/7/2025 | Lutz Financial Services LLC | 143,701 | $9.52M | 0.8% | -0.6% | 0.158% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 415,047 | $27.51M | 0.5% | +3.0% | 0.457% | |
| 5/7/2025 | KFA Private Wealth Group LLC | 6,417 | $425K | 0.1% | N/A | 0.007% | |
| 5/7/2025 | AWM Capital LLC | 186,833 | $12.38M | 1.4% | -4.5% | 0.206% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 738,696 | $48.95M | 10.6% | -1.6% | 0.813% | |
| 5/7/2025 | Passive Capital Management LLC. | 195,834 | $12.98M | 4.0% | +0.4% | 0.215% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 22,261 | $1.48M | 0.3% | +4.3% | 0.024% | |
| 5/7/2025 | LPL Financial LLC | 1,679,578 | $111.31M | 0.0% | +9.4% | 1.848% | |
| 5/7/2025 | Motco | 37,212 | $2.47M | 0.3% | +33.9% | 0.041% | |
| 5/7/2025 | HB Wealth Management LLC | 2,007,800 | $133.06M | 1.1% | +27,747.4% | 2.209% | |
| 5/7/2025 | Angeles Wealth Management LLC | 2,633 | $174K | 0.0% | -44.5% | 0.003% | |
| 5/7/2025 | Prospect Financial Group LLC | 37,358 | $2.48M | 3.2% | -0.6% | 0.041% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 271,238 | $17.98M | 2.5% | N/A | 0.298% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 15,224 | $1.01M | 0.4% | -15.0% | 0.017% | |
| 5/6/2025 | Cetera Investment Advisers | 3,888 | $258K | 0.0% | +18.7% | 0.004% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 3,087 | $205K | 0.0% | N/A | 0.003% | |
| 5/6/2025 | Grand Wealth Management LLC | 287,245 | $19.04M | 10.5% | +6.9% | 0.316% | |
| 5/6/2025 | Kelman Lazarov Inc. | 73,814 | $4.89M | 0.9% | -0.4% | 0.081% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 225,613 | $14.95M | 0.5% | N/A | 0.248% | |
| 5/6/2025 | Advisor OS LLC | 18,712 | $1.24M | 0.1% | N/A | 0.021% | |
| 5/6/2025 | AE Wealth Management LLC | 14,380 | $953K | 0.0% | +27.0% | 0.016% | |
| 5/6/2025 | Retirement Income Solutions Inc | 12,790 | $848K | 0.2% | -14.8% | 0.014% | |
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| 5/6/2025 | WorthPointe LLC | 163,426 | $10.83M | 4.8% | +0.9% | 0.180% | |
| 5/6/2025 | Milestone Asset Management Group LLC | 24,098 | $1.60M | 1.4% | +16.6% | 0.027% | |
| 5/6/2025 | WMG Financial Advisors LLC | 217,528 | $14.42M | 6.1% | +4.2% | 0.239% | |
| 5/6/2025 | Vista Capital Partners Inc. | 6,972 | $462K | 0.1% | -3.3% | 0.008% | |
| 5/5/2025 | Aire Advisors LLC | 37,436 | $2.48M | 0.5% | +0.5% | 0.041% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 294,009 | $19.48M | 3.3% | -0.3% | 0.323% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 93,350 | $6.19M | 4.9% | -0.5% | 0.103% | |
| 5/5/2025 | IFP Advisors Inc | 4,223 | $280K | 0.0% | +46.0% | 0.005% | |
| 5/5/2025 | Aspen Capital Management LLC | 9,519 | $631K | 0.2% | N/A | 0.010% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 179,033 | $11.87M | 1.0% | +0.3% | 0.197% | |
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