| 5/21/2025 | Main Line Retirement Advisors LLC | 574,078 | $14.05M | 9.1% | +1.7% | 0.417% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,945 | $121K | 0.0% | +76.2% | 0.004% | |
| 5/19/2025 | Jane Street Group LLC | 259,150 | $6.34M | 0.0% | -26.7% | 0.188% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 96,350 | $2.36M | 0.1% | +1.9% | 0.070% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 34,525 | $845K | 0.0% | +33.5% | 0.025% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,486,342 | $60.87M | 0.1% | +245.6% | 1.808% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,183,008 | $28.96M | 0.2% | +20.0% | 0.866% | |
| 5/16/2025 | Investmark Advisory Group LLC | 108,133 | $2.65M | 1.3% | +2.4% | 0.079% | |
| 5/16/2025 | Aprio Wealth Management LLC | 430,646 | $10.54M | 1.3% | +10.0% | 0.315% | |
| 5/15/2025 | Royal Bank of Canada | 3,800,228 | $93.03M | 0.0% | +5.2% | 2.783% | |
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| 5/15/2025 | MAI Capital Management | 12,980 | $318K | 0.0% | +21.1% | 0.010% | |
| 5/15/2025 | Baird Financial Group Inc. | 881,965 | $21.59M | 0.0% | +4.4% | 0.646% | |
| 5/15/2025 | OLD Mission Capital LLC | 38,453 | $941K | 0.0% | -85.8% | 0.028% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 20,450 | $501K | 0.3% | N/A | 0.015% | |
| 5/14/2025 | Comerica Bank | 18,700 | $458K | 0.0% | -53.6% | 0.014% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,649,146 | $187.25M | 0.2% | +13.7% | 5.601% | |
| 5/14/2025 | Kestra Advisory Services LLC | 938,158 | $22.97M | 0.1% | +3.9% | 0.687% | |
| 5/14/2025 | Compound Planning Inc. | 18,504 | $453K | 0.0% | +22.2% | 0.014% | |
| 5/14/2025 | CW Advisors LLC | 588,415 | $14.80M | 0.2% | N/A | 0.431% | |
| 5/14/2025 | Aspire Growth Partners LLC | 92,083 | $2.32M | 2.1% | -2.0% | 0.067% | |
| 5/14/2025 | Capital Analysts LLC | 207,041 | $5.07M | 0.2% | +75.0% | 0.152% | |
| 5/14/2025 | Tradition Wealth Management LLC | 18,420 | $451K | 0.0% | +5.7% | 0.013% | |
| 5/14/2025 | CWS Financial Advisors LLC | 51,214 | $1.25M | 0.4% | +17.6% | 0.038% | |
| 5/14/2025 | Lincoln Capital LLC | 29,912 | $707K | 0.1% | +2.2% | 0.022% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 71,680 | $1.76M | 0.0% | +0.7% | 0.052% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 125,187 | $3.07M | 0.0% | +1.2% | 0.092% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,906,682 | $120.12M | 0.0% | +12.4% | 3.593% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 56,649 | $1.39M | 0.0% | +10.2% | 0.041% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 29,760 | $729K | 0.1% | +9.4% | 0.022% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 402,935 | $9.86M | 0.5% | +45.2% | 0.295% | |
| 5/13/2025 | Sei Investments Co. | 1,015,964 | $24.87M | 0.2% | +21.3% | 0.744% | |
| 5/13/2025 | NFP Retirement Inc. | 51,824 | $1.27M | 0.1% | -6.6% | 0.038% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 51,457 | $1.26M | 1.7% | -81.8% | 0.038% | |
| 5/13/2025 | Russell Investments Group Ltd. | 2,192 | $54K | 0.0% | -61.6% | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 131,344 | $3.22M | 0.0% | -54.6% | 0.096% | |
| 5/12/2025 | Bare Financial Services Inc | 205,691 | $5.04M | 1.9% | -0.5% | 0.151% | |
| 5/12/2025 | Benjamin Edwards Inc. | 59,588 | $1.46M | 0.0% | +5.2% | 0.044% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 16,000 | $392K | 0.0% | N/A | 0.012% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 220,979 | $5.41M | 0.1% | -4.7% | 0.162% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 3,023,097 | $74.01M | 0.1% | -5.3% | 2.214% | |
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| 5/9/2025 | Delta Financial Group Inc. | 293,543 | $7.58M | 1.7% | +9.1% | 0.215% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 56,407 | $1.38M | 0.7% | +27.1% | 0.041% | |
| 5/8/2025 | IFG Advisory LLC | 13,962 | $342K | 0.0% | +41.9% | 0.010% | |
| 5/8/2025 | SPC Financial Inc. | 149,853 | $3.67M | 0.3% | +4.5% | 0.110% | |
| 5/8/2025 | Hopwood Financial Services Inc. | 510,610 | $12.50M | 9.7% | +7.2% | 0.374% | |
| 5/8/2025 | Harbour Investments Inc. | 98,029 | $2.40M | 0.1% | +229.6% | 0.072% | |
| 5/8/2025 | Natixis Advisors LLC | 43,036 | $1.05M | 0.0% | +21.2% | 0.032% | |
| 5/8/2025 | Entruity Wealth LLC | 113,831 | $2.79M | 2.6% | -8.3% | 0.083% | |
| 5/7/2025 | Financial Management Network Inc. | 454,673 | $11.13M | 2.3% | +1.5% | 0.333% | |
| 5/7/2025 | LPL Financial LLC | 7,146,522 | $174.95M | 0.1% | +84.8% | 5.233% | |
| 5/7/2025 | Vawter Financial Ltd. | 339,686 | $8.32M | 4.7% | +9.6% | 0.249% | |
| 5/7/2025 | Trilogy Capital Inc. | 12,309 | $301K | 0.0% | +4.1% | 0.009% | |
| 5/6/2025 | Cetera Investment Advisers | 1,366,063 | $33.44M | 0.1% | +0.9% | 1.000% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 139,347 | $3.41M | 0.0% | -0.3% | 0.102% | |
| 5/6/2025 | DeDora Capital Inc. | 608,646 | $14.90M | 4.3% | +0.5% | 0.446% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 22,021 | $539K | 0.2% | N/A | 0.016% | |
| 5/6/2025 | PFG Advisors | 26,533 | $650K | 0.0% | +9.9% | 0.019% | |
| 5/5/2025 | Souders Financial Advisors | 688,423 | $16.85M | 2.4% | +43.6% | 0.504% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 19,098 | $468K | 0.0% | -3.1% | 0.014% | |
| 5/5/2025 | Private Advisor Group LLC | 1,087,369 | $26.62M | 0.2% | +3.0% | 0.796% | |
| 5/2/2025 | Landaas & Co. WI ADV | 16,054 | $393K | 0.1% | N/A | 0.012% | |
| 5/2/2025 | Strata Wealth Advisors LLC | 459,693 | $11.25M | 3.5% | +415.4% | 0.337% | |
| 5/2/2025 | Sigma Planning Corp | 44,047 | $1.08M | 0.0% | -6.1% | 0.032% | |
| 5/2/2025 | Transcendent Capital Group LLC | 60,743 | $1.49M | 0.8% | +15.6% | 0.044% | |
| 5/1/2025 | Bleakley Financial Group LLC | 531,744 | $13.02M | 0.4% | +5.1% | 0.389% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 34,176 | $837K | 0.7% | +8.7% | 0.025% | |
| 5/1/2025 | CWM LLC | 82,184 | $2.01M | 0.0% | +9.3% | 0.060% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 212,424 | $5.20M | 0.3% | -30.6% | 0.156% | |
| 4/30/2025 | Burford Brothers Inc. | 59,315 | $1.45M | 0.7% | +3.7% | 0.043% | |
| 4/30/2025 | Cerity Partners LLC | 3,533,369 | $86.50M | 0.2% | +3.1% | 2.587% | |
| 4/30/2025 | Round Rock Advisors LLC | 21,556 | $528K | 0.1% | -18.9% | 0.016% | |
| 4/30/2025 | Stonebrook Private Inc. | 20,162 | $494K | 0.1% | -3.5% | 0.015% | |
| 4/30/2025 | Alpha Financial Partners LLC | 11,401 | $279K | 0.2% | N/A | 0.008% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 23,110 | $566K | 0.1% | +108.0% | 0.017% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 323,117 | $7.91M | 0.2% | -7.6% | 0.237% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 50,818 | $1.24M | 0.1% | -0.9% | 0.037% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 8,348 | $204K | 0.0% | N/A | 0.006% | |
| 4/30/2025 | Fullcircle Wealth LLC | 44,417 | $1.10M | 0.4% | +1.3% | 0.033% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,375,264 | $33.67M | 0.0% | +4.7% | 1.007% | |
| 4/29/2025 | Meridian Investment Counsel Inc. | 125,535 | $3.07M | 0.9% | N/A | 0.092% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 678,218 | $16.60M | 2.7% | +2.6% | 0.497% | |
| 4/29/2025 | Capital & Planning LLC | 69,740 | $1.71M | 1.3% | -2.5% | 0.051% | |
| 4/29/2025 | Olistico Wealth LLC | 88,447 | $2.17M | 1.3% | +14.2% | 0.065% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 12,403 | $304K | 0.0% | -3.7% | 0.009% | |
| 4/28/2025 | TKG Advisors LLC | 266,819 | $6.53M | 3.2% | +2.5% | 0.195% | |
| 4/28/2025 | D.A. Davidson & CO. | 644,761 | $15.78M | 0.1% | +9.8% | 0.472% | |
| 4/28/2025 | Gutierrez Wealth Advisory LLC | 319,375 | $7.82M | 6.3% | +1.5% | 0.234% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 107,088 | $2.62M | 1.4% | -0.8% | 0.078% | |
| 4/28/2025 | Private Trust Co. NA | 26,872 | $658K | 0.1% | N/A | 0.020% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 31,805 | $779K | 0.1% | -1.5% | 0.023% | |
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| 4/28/2025 | BetterWealth LLC | 479,388 | $11.74M | 3.3% | +9.7% | 0.351% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 33,674 | $824K | 0.1% | +2.1% | 0.025% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 602,564 | $14.75M | 1.2% | +10.4% | 0.441% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 168,912 | $4.15M | 0.2% | +22.5% | 0.124% | |
| 4/25/2025 | Essex Financial Services Inc. | 30,567 | $748K | 0.1% | +11.3% | 0.022% | |
| 4/25/2025 | Sovran Advisors LLC | 231,197 | $5.41M | 0.7% | +26.4% | 0.169% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 69,078 | $1.69M | 1.3% | +2.2% | 0.051% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 1,513,042 | $36.42M | 2.3% | +3.8% | 1.108% | |
| 4/24/2025 | Legacy CG LLC | 690,787 | $16.91M | 5.5% | +17.9% | 0.506% | |
| 4/23/2025 | Western Wealth Management LLC | 68,765 | $1.68M | 0.1% | +68.6% | 0.051% | |
