| 6/2/2025 | Modern Wealth Management LLC | 6,842 | $288K | 0.0% | +24.3% | 0.010% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 1,088 | $46K | 0.0% | N/A | 0.002% | |
| 5/21/2025 | McAdam LLC | 5,694 | $240K | 0.0% | -4.8% | 0.009% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,726 | $73K | 0.0% | -19.8% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 116,573 | $4.91M | 0.0% | +2.2% | 0.175% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 380,271 | $16.00M | 0.4% | +8.1% | 0.571% | |
| 5/16/2025 | Kestra Investment Management LLC | 2,117,604 | $89.11M | 2.8% | +96.3% | 3.180% | |
| 5/16/2025 | Jones Financial Companies Lllp | 19,346 | $814K | 0.0% | +122.6% | 0.029% | |
| 5/16/2025 | NewEdge Advisors LLC | 8,307 | $350K | 0.0% | -52.7% | 0.012% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 7,472 | $314K | 0.0% | -4.9% | 0.011% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 9,239 | $389K | 0.0% | +52.8% | 0.014% | |
| 5/15/2025 | Royal Bank of Canada | 587,665 | $24.73M | 0.0% | -25.0% | 0.882% | |
| 5/15/2025 | MAI Capital Management | 6,466 | $272K | 0.0% | -7.7% | 0.010% | |
| 5/15/2025 | Calton & Associates Inc. | 6,269 | $264K | 0.1% | N/A | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 251,420 | $10.58M | 0.0% | +2.9% | 0.378% | |
| 5/15/2025 | OLD Mission Capital LLC | 281,476 | $11.85M | 0.2% | +693.9% | 0.423% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 109,187 | $4.60M | 0.3% | +16.9% | 0.164% | |
| 5/14/2025 | Comerica Bank | 117,642 | $4.95M | 0.0% | +0.6% | 0.177% | |
| 5/14/2025 | SVB Wealth LLC | 1,195 | $50K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Cadence Bank | 13,427 | $565K | 0.0% | -1.9% | 0.020% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 5,828 | $245K | 0.0% | -4.4% | 0.009% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 372,210 | $15.66M | 0.0% | +4.8% | 0.559% | |
| 5/14/2025 | Kestra Advisory Services LLC | 162,074 | $6.82M | 0.0% | -26.2% | 0.243% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 13,592 | $572K | 0.4% | +10.1% | 0.020% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,352,725 | $99.01M | 0.0% | -13.0% | 3.533% | |
| 5/14/2025 | CW Advisors LLC | 26,785 | $1.13M | 0.0% | +80.7% | 0.040% | |
| 5/14/2025 | Capital Analysts LLC | 232,965 | $9.80M | 0.4% | -6.0% | 0.350% | |
| 5/13/2025 | Cascade Financial Partners LLC | 143,909 | $6.06M | 0.8% | -4.4% | 0.216% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 80,573 | $3.39M | 0.0% | +5.7% | 0.121% | |
| 5/13/2025 | Raymond James Financial Inc. | 537,521 | $22.62M | 0.0% | +2.0% | 0.807% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 42,298 | $1.78M | 0.0% | N/A | 0.064% | |
| 5/13/2025 | Klingman & Associates LLC | 8,276 | $348K | 0.0% | -6.6% | 0.012% | |
| 5/13/2025 | Rathbones Group PLC | 19,755 | $831K | 0.0% | +7.2% | 0.030% | |
| 5/13/2025 | HighTower Advisors LLC | 51,061 | $2.15M | 0.0% | +4.7% | 0.077% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 16,083 | $677K | 0.0% | -2.3% | 0.024% | |
| 5/12/2025 | Linscomb Wealth Inc. | 286,572 | $12.06M | 0.6% | +0.9% | 0.430% | |
| 5/12/2025 | Avos Capital Management LLC | 90,406 | $3.80M | 2.5% | +1.5% | 0.136% | |
| 5/12/2025 | Simplex Trading LLC | 1,555 | $65K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Berger Financial Group Inc | 10,183 | $429K | 0.0% | -2.7% | 0.015% | |
| 5/12/2025 | Private Wealth Advisors LLC | 167,362 | $7.04M | 2.5% | +2.9% | 0.251% | |
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| 5/12/2025 | National Bank of Canada FI | 8,939 | $376K | 0.0% | +8.5% | 0.013% | |
| 5/12/2025 | AlphaCore Capital LLC | 8,065 | $339K | 0.0% | N/A | 0.012% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 33,706 | $1.42M | 0.1% | -14.4% | 0.051% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 11,549 | $486K | 0.1% | +5.1% | 0.017% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,158 | $638K | 0.0% | -33.2% | 0.023% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 702,442 | $29.56M | 0.0% | +3.2% | 1.055% | |
| 5/9/2025 | Cheviot Value Management LLC | 123,810 | $5.33M | 0.7% | +20.4% | 0.186% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,649 | $111K | 0.0% | +15.0% | 0.004% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 72,251 | $3.04M | 0.1% | -62.7% | 0.108% | |
| 5/8/2025 | US Bancorp DE | 7,473 | $314K | 0.0% | +46.2% | 0.011% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 122,891 | $5.17M | 0.1% | -1.1% | 0.185% | |
| 5/8/2025 | Harbour Investments Inc. | 2,248 | $95K | 0.0% | -10.3% | 0.003% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,637 | $237K | 0.0% | N/A | 0.008% | |
| 5/7/2025 | LPL Financial LLC | 2,055,024 | $86.48M | 0.0% | -2.8% | 3.086% | |
| 5/7/2025 | Inspire Advisors LLC | 117,782 | $4.96M | 0.6% | N/A | 0.177% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 17,288 | $727K | 0.1% | -2.0% | 0.026% | |
| 5/6/2025 | Assetmark Inc. | 383,602 | $16.14M | 0.0% | +0.4% | 0.576% | |
| 5/6/2025 | Cetera Investment Advisers | 388,630 | $16.35M | 0.0% | -6.6% | 0.584% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 177,060 | $7.45M | 0.0% | +5.8% | 0.266% | |
| 5/6/2025 | Old Port Advisors | 24,463 | $1.03M | 0.3% | -26.4% | 0.037% | |
| 5/6/2025 | PFG Advisors | 8,004 | $337K | 0.0% | -78.1% | 0.012% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 48,992 | $2.06M | 0.1% | +19.5% | 0.074% | |
| 5/5/2025 | IFP Advisors Inc | 37,469 | $1.58M | 0.0% | -14.7% | 0.056% | |
| 5/5/2025 | Calton & Associates Inc. | 10,250 | $431K | 0.1% | N/A | 0.015% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 12,703 | $535K | 0.0% | +8.4% | 0.019% | |
| 5/5/2025 | Private Advisor Group LLC | 11,288 | $475K | 0.0% | +4.4% | 0.017% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 4,893 | $206K | 0.0% | N/A | 0.007% | |
| 5/2/2025 | Larson Financial Group LLC | 10,070 | $424K | 0.0% | -9.0% | 0.015% | |
| 5/2/2025 | Wealthfront Advisers LLC | 20,070 | $845K | 0.0% | +17.2% | 0.030% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 21,899 | $922K | 0.0% | +2.4% | 0.033% | |
| 5/2/2025 | Apollon Wealth Management LLC | 11,976 | $504K | 0.0% | +17.4% | 0.018% | |
| 5/1/2025 | CWM LLC | 669,390 | $28.17M | 0.1% | +0.3% | 1.005% | |
| 5/1/2025 | Austin Wealth Management LLC | 7,646 | $321K | 0.1% | +4.8% | 0.011% | |
| 4/30/2025 | Cerity Partners LLC | 10,198 | $429K | 0.0% | +7.9% | 0.015% | |
| 4/30/2025 | Sharpepoint LLC | 24,020 | $1.01M | 0.9% | +21.3% | 0.036% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 8,832 | $372K | 0.2% | +46.6% | 0.013% | |
| 4/30/2025 | Greenleaf Trust | 45,943 | $1.93M | 0.0% | -23.7% | 0.069% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 9,531 | $401K | 0.0% | -62.6% | 0.014% | |
| 4/30/2025 | M&T Bank Corp | 270,566 | $11.39M | 0.0% | +0.9% | 0.406% | |
| 4/30/2025 | Brown Advisory Inc. | 4,988 | $210K | 0.0% | -41.9% | 0.007% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 23,114 | $970K | 0.0% | N/A | 0.035% | |
| 4/30/2025 | Synergy Investment Management LLC | 1,672 | $70K | 0.0% | +120.0% | 0.003% | |
| 4/29/2025 | Fairway Wealth LLC | 2,596 | $109K | 0.0% | +224.5% | 0.004% | |
| 4/29/2025 | TD Private Client Wealth LLC | 103,345 | $4.35M | 0.1% | +26.0% | 0.155% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,490,989 | $62.74M | 0.0% | -0.4% | 2.239% | |
| 4/29/2025 | REDW Wealth LLC | 6,600 | $278K | 0.1% | -4.7% | 0.010% | |
| 4/29/2025 | Bank of New York Mellon Corp | 11,268 | $474K | 0.0% | -10.3% | 0.017% | |
| 4/29/2025 | World Investment Advisors | 9,847 | $414K | 0.0% | +25.2% | 0.015% | |
| 4/29/2025 | MBA Advisors LLC | 22,180 | $933K | 0.5% | +5.3% | 0.033% | |
| 4/28/2025 | D.A. Davidson & CO. | 132,952 | $5.60M | 0.0% | +0.2% | 0.200% | |
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| 4/28/2025 | Able Wealth Management LLC | 14,909 | $627K | 0.3% | +17.5% | 0.022% | |
| 4/28/2025 | Axis Wealth Partners LLC | 51,030 | $2.15M | 1.6% | +12.4% | 0.077% | |
| 4/28/2025 | Private Trust Co. NA | 9,028 | $380K | 0.0% | -5.5% | 0.014% | |
| 4/28/2025 | Arbor Trust Wealth Advisors LLC | 61,868 | $2.60M | 1.2% | +3.7% | 0.093% | |
| 4/28/2025 | Rossby Financial LCC | 1,500 | $63K | 0.0% | N/A | 0.002% | |
| 4/25/2025 | JNBA Financial Advisors | 18,964 | $798K | 0.1% | -11.6% | 0.028% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 43,549 | $1.83M | 0.2% | +1.1% | 0.065% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 218,464 | $9.19M | 0.9% | +8.0% | 0.328% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 30,087 | $1.27M | 1.1% | +6.1% | 0.045% | |
| 4/25/2025 | Northcape Wealth Management LLC | 14,548 | $612K | 0.2% | -3.3% | 0.022% | |
