| 6/4/2025 | First Hawaiian Bank | 87,080 | $5.24M | 0.3% | +5.8% | 0.065% | |
| 6/2/2025 | Modern Wealth Management LLC | 4,009 | $241K | 0.0% | +18.0% | 0.003% | |
| 5/29/2025 | Nova Wealth Management Inc. | 410 | $25K | 0.0% | -43.4% | 0.000% | |
| 5/29/2025 | Plum Street Advisors LLC | 29,034 | $1.75M | 0.8% | +3.2% | 0.022% | |
| 5/29/2025 | Apeiron RIA LLC | 47,728 | $2.87M | 0.9% | -0.5% | 0.036% | |
| 5/28/2025 | Jones Financial Companies Lllp | 1,421,426 | $85.85M | 0.1% | +61.4% | 1.060% | |
| 5/22/2025 | Mattson Financial Services LLC | 35,894 | $2.16M | 0.6% | +96.5% | 0.027% | |
| 5/21/2025 | Westbourne Investments Inc. | 4,772 | $287K | 0.2% | -42.7% | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 7,373 | $444K | 0.0% | -46.5% | 0.005% | |
| 5/20/2025 | Focus Partners Wealth | 515,464 | $31.02M | 0.1% | +36.9% | 0.384% | |
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| 5/19/2025 | Jane Street Group LLC | 207,291 | $12.47M | 0.0% | +5,964.7% | 0.155% | |
| 5/19/2025 | SCS Capital Management LLC | 3,766 | $227K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 21,423 | $1.29M | 0.0% | -9.8% | 0.016% | |
| 5/16/2025 | Kestra Investment Management LLC | 16,172 | $973K | 0.0% | +498.3% | 0.012% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,383,297 | $83.55M | 0.1% | +57.1% | 1.032% | |
| 5/16/2025 | Plancorp LLC | 202,685 | $12.20M | 0.5% | -0.6% | 0.151% | |
| 5/16/2025 | NewEdge Advisors LLC | 149,863 | $9.02M | 0.1% | +90.1% | 0.112% | |
| 5/16/2025 | Investmark Advisory Group LLC | 6,572 | $395K | 0.2% | +81.7% | 0.005% | |
| 5/16/2025 | Cook Wealth LLC | 169,416 | $10.26M | 5.0% | N/A | 0.126% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 577,094 | $34.72M | 3.0% | +3.3% | 0.430% | |
| 5/16/2025 | AQR Capital Management LLC | 22,204 | $1.34M | 0.0% | +13.2% | 0.017% | |
| 5/15/2025 | EP Wealth Advisors LLC | 57,443 | $3.46M | 0.0% | -1.4% | 0.043% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 386,638 | $23.26M | 0.4% | +6.0% | 0.288% | |
| 5/15/2025 | Flputnam Investment Management Co. | 8,276 | $498K | 0.0% | -36.1% | 0.006% | |
| 5/15/2025 | Royal Bank of Canada | 290,593 | $17.49M | 0.0% | +7.8% | 0.217% | |
| 5/15/2025 | Betterment LLC | 12,285 | $739K | 0.0% | -10.0% | 0.009% | |
| 5/15/2025 | MAI Capital Management | 502 | $30K | 0.0% | -44.7% | 0.000% | |
| 5/15/2025 | Trace Wealth Advisors LLC | 44,306 | $2.67M | 2.4% | +5.6% | 0.033% | |
| 5/15/2025 | Activest Wealth Management | 13,625 | $820K | 0.2% | +7.5% | 0.010% | |
| 5/15/2025 | Tortoise Investment Management LLC | 104,017 | $6.26M | 0.7% | +5.1% | 0.078% | |
| 5/15/2025 | Clarity Asset Management Inc. | 752 | $45K | 0.0% | +31.5% | 0.001% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 60,783 | $3.66M | 0.7% | N/A | 0.045% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 50,365 | $3.03M | 0.3% | +0.7% | 0.038% | |
| 5/14/2025 | BWM Planning LLC | 43,143 | $2.60M | 1.1% | +3.9% | 0.032% | |
| 5/14/2025 | Ieq Capital LLC | 16,717 | $1.01M | 0.0% | +5.7% | 0.013% | |
| 5/14/2025 | CreativeOne Wealth LLC | 218,567 | $13.15M | 0.4% | +31.3% | 0.164% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 181,017 | $10.89M | 2.2% | +4.0% | 0.135% | |
| 5/14/2025 | PKS Advisory Services LLC | 22,402 | $1.35M | 0.4% | N/A | 0.017% | |
| 5/14/2025 | Orion Capital Management LLC | 8,295 | $499K | 0.2% | -12.0% | 0.006% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 104,744 | $6.30M | 0.5% | +2.9% | 0.078% | |
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| 5/14/2025 | South Plains Financial Inc. | 681 | $41K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Jane Street Group LLC | 207,291 | $12.47M | 0.0% | +5,964.7% | 0.155% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 135,877 | $8.18M | 1.1% | -3.2% | 0.102% | |
| 5/14/2025 | Freedom Investment Management Inc. | 7,379 | $444K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | B&D White Capital Company LLC | 112,861 | $6.79M | 1.0% | +218.2% | 0.084% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,391,347 | $143.89M | 0.1% | +15.4% | 1.790% | |
| 5/14/2025 | JRM Investment Counsel LLC | 254,476 | $15.31M | 5.2% | -5.9% | 0.190% | |
| 5/14/2025 | Haverford Trust Co | 2,084,745 | $125.44M | 1.3% | -5.0% | 1.560% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 17,304 | $1.04M | 0.1% | -2.8% | 0.013% | |
| 5/14/2025 | Kestra Advisory Services LLC | 22,190 | $1.34M | 0.0% | +8.1% | 0.017% | |
| 5/14/2025 | Compound Planning Inc. | 12,206 | $734K | 0.0% | N/A | 0.009% | |
| 5/14/2025 | Ameriprise Financial Inc. | 958,469 | $57.66M | 0.0% | +27.9% | 0.717% | |
| 5/14/2025 | CW Advisors LLC | 1,303,911 | $78.46M | 0.9% | -1.2% | 0.976% | |
| 5/14/2025 | Flow Traders U.S. LLC | 116,913 | $7.04M | 0.3% | N/A | 0.088% | |
| 5/14/2025 | TFB Advisors LLC | 25,972 | $1.56M | 0.5% | -4.9% | 0.019% | |
| 5/14/2025 | Capital Analysts LLC | 16,541 | $995K | 0.0% | +114.3% | 0.012% | |
| 5/14/2025 | Disciplina Capital Management LLC | 97,099 | $5.84M | 0.8% | +96.4% | 0.073% | |
| 5/13/2025 | Raymond James Financial Inc. | 325,781 | $19.60M | 0.0% | +19.5% | 0.244% | |
| 5/13/2025 | Cresset Asset Management LLC | 767,723 | $46.19M | 0.2% | +123.3% | 0.575% | |
| 5/13/2025 | American Century Companies Inc. | 1,930,233 | $116.14M | 0.1% | +8.6% | 1.445% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 9,153 | $551K | 0.0% | +33.3% | 0.007% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 9,109 | $548K | 0.4% | +37.0% | 0.007% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 454,338 | $27.34M | 7.6% | +3.2% | 0.340% | |
| 5/13/2025 | Ariadne Wealth Management LP | 28,525 | $1.78M | 0.9% | +1.2% | 0.021% | |
| 5/13/2025 | Callan Family Office LLC | 10,000 | $602K | 0.0% | N/A | 0.007% | |
| 5/13/2025 | Annandale Capital LLC | 66,983 | $4.03M | 0.3% | +0.4% | 0.050% | |
| 5/13/2025 | HighTower Advisors LLC | 1,835,387 | $110.44M | 0.1% | -0.6% | 1.374% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 50,232 | $3.02M | 0.0% | -25.2% | 0.038% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 27,751 | $1.68M | 0.1% | -4.9% | 0.021% | |
| 5/12/2025 | SouthState Corp | 9,267 | $558K | 0.0% | N/A | 0.007% | |
| 5/12/2025 | Aveo Capital Partners LLC | 3,337 | $206K | 0.0% | -28.8% | 0.002% | |
| 5/12/2025 | Berger Financial Group Inc | 192,696 | $11.60M | 0.8% | -2.5% | 0.144% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 35,346 | $2.13M | 1.7% | +7.4% | 0.026% | |
| 5/12/2025 | Townsquare Capital LLC | 28,550 | $1.72M | 0.0% | +18.0% | 0.021% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 867,238 | $52.18M | 5.3% | +2.7% | 0.649% | |
| 5/12/2025 | Truepoint Inc. | 400,400 | $24.09M | 0.7% | +1.6% | 0.300% | |
| 5/12/2025 | AlphaCore Capital LLC | 25,467 | $1.53M | 0.1% | N/A | 0.019% | |
| 5/12/2025 | WealthPLAN Partners LLC | 127,986 | $7.70M | 1.1% | +5.2% | 0.096% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 112,783 | $6.79M | 0.7% | +1.9% | 0.084% | |
| 5/9/2025 | Keb Asset Management LLC | 17,130 | $1.03M | 0.3% | +6.5% | 0.013% | |
| 5/9/2025 | VeraBank N.A. | 232,725 | $14.00M | 3.9% | +6.7% | 0.174% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 71,776 | $4.44M | 0.1% | -13.3% | 0.054% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 8,343 | $502K | 0.3% | +3.0% | 0.006% | |
| 5/9/2025 | Navigoe LLC | 26,155 | $1.57M | 1.4% | +31.2% | 0.020% | |
| 5/9/2025 | Tidemark LLC | 78,621 | $4.73M | 1.7% | -11.3% | 0.059% | |
| 5/9/2025 | PrairieView Partners LLC | 353,711 | $21.28M | 2.2% | +3.4% | 0.265% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 447,243 | $26.91M | 7.3% | +12.5% | 0.335% | |
| 5/9/2025 | Acima Private Wealth LLC | 103,560 | $6.23M | 2.2% | +129.6% | 0.078% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 7,591 | $457K | 0.0% | -11.0% | 0.006% | |
| 5/9/2025 | BCR Wealth Strategies LLC | 13,986 | $841K | 0.4% | -6.6% | 0.010% | |
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| 5/9/2025 | Earned Wealth Advisors LLC | 14,949 | $899K | 0.2% | +22.8% | 0.011% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 421,259 | $25.35M | 0.0% | +8.1% | 0.315% | |
| 5/9/2025 | Haven Private LLC | 93,611 | $5.63M | 3.2% | +3.4% | 0.070% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 440,291 | $26.49M | 0.0% | +63.8% | 0.330% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 21,590 | $1.30M | 0.7% | +5.8% | 0.016% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 12,592 | $758K | 0.1% | -17.5% | 0.009% | |
| 5/8/2025 | Certified Advisory Corp | 103,684 | $6.24M | 0.7% | -0.6% | 0.078% | |
| 5/8/2025 | US Bancorp DE | 3,083 | $186K | 0.0% | -26.2% | 0.002% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 459,655 | $25.66M | 2.5% | +5.9% | 0.344% | |
| 5/8/2025 | Tarbox Family Office Inc. | 536,132 | $32.26M | 5.4% | -1.7% | 0.401% | |
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