| 5/22/2025 | BOS Asset Management LLC | 10,871 | $359K | 0.1% | -8.0% | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 586,332 | $19.34M | 0.6% | +3.7% | 0.061% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,327 | $242K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Focus Partners Wealth | 40,316,550 | $1.33B | 3.3% | +6.5% | 4.216% | |
| 5/20/2025 | Integrity Alliance LLC. | 2,191,114 | $72.29M | 2.9% | +12,866.7% | 0.229% | |
| 5/19/2025 | SageView Advisory Group LLC | 303,928 | $10.03M | 0.4% | -2.1% | 0.032% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 1,299,415 | $42.87M | 16.7% | -1.5% | 0.136% | |
| 5/19/2025 | SCS Capital Management LLC | 28,110 | $927K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | HFM Investment Advisors LLC | 2,716,978 | $89.63M | 26.1% | N/A | 0.286% | |
| 5/16/2025 | Ascent Group LLC | 14,552 | $480K | 0.0% | -3.4% | 0.002% | |
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| 5/16/2025 | Coppell Advisory Solutions LLC | 6,229 | $202K | 0.0% | +10.9% | 0.001% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 18,726 | $618K | 0.0% | -16.0% | 0.002% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 24,960 | $823K | 0.0% | +7.9% | 0.003% | |
| 5/16/2025 | Kestra Investment Management LLC | 35,052 | $1.16M | 0.0% | +117.9% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 126,615 | $4.18M | 0.0% | +369.8% | 0.013% | |
| 5/16/2025 | Plancorp LLC | 10,568,884 | $348.67M | 13.8% | +0.7% | 1.112% | |
| 5/16/2025 | NewEdge Advisors LLC | 3,890,479 | $128.35M | 0.8% | -11.8% | 0.409% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,984,535 | $98.46M | 1.1% | +0.4% | 0.314% | |
| 5/16/2025 | Investmark Advisory Group LLC | 263,493 | $8.69M | 4.3% | -0.3% | 0.028% | |
| 5/16/2025 | Jentner Corp | 15,329 | $506K | 0.2% | +127.5% | 0.002% | |
| 5/16/2025 | Copperleaf Capital LLC | 141,921 | $4.68M | 2.8% | +1.0% | 0.015% | |
| 5/16/2025 | Curi RMB Capital LLC | 8,475 | $280K | 0.0% | +23.1% | 0.001% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 49,808 | $1.64M | 0.1% | -4.8% | 0.005% | |
| 5/16/2025 | AQR Capital Management LLC | 492,746 | $16.26M | 0.0% | +100.0% | 0.052% | |
| 5/16/2025 | Aprio Wealth Management LLC | 142,667 | $4.71M | 0.6% | +46.3% | 0.015% | |
| 5/15/2025 | Family Office Research LLC | 362,147 | $11.95M | 5.8% | +3.4% | 0.038% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,469,214 | $48.47M | 0.4% | +24.2% | 0.155% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 8,995 | $297K | 0.0% | +19.2% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 16,373,873 | $540.17M | 8.2% | +1.8% | 1.723% | |
| 5/15/2025 | Royal Bank of Canada | 3,137,751 | $103.52M | 0.0% | +16.7% | 0.330% | |
| 5/15/2025 | Betterment LLC | 2,552,979 | $84.22M | 0.2% | +12.5% | 0.269% | |
| 5/15/2025 | Calton & Associates Inc. | 6,905 | $228K | 0.1% | N/A | 0.001% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 37,293 | $1.23M | 0.1% | -1.6% | 0.004% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,592,120 | $151.49M | 0.3% | -1.0% | 0.483% | |
| 5/15/2025 | Vident Advisory LLC | 10,189 | $336K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Tortoise Investment Management LLC | 269,998 | $8.91M | 0.9% | +23.3% | 0.028% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 3,087 | $102K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | Triad Wealth Partners LLC | 49,260 | $1.63M | 0.5% | +305.6% | 0.005% | |
| 5/14/2025 | Note Advisors LLC | 94,500 | $3.12M | 2.6% | +2.3% | 0.010% | |
| 5/14/2025 | RB Capital Management LLC | 64,364 | $2.12M | 0.5% | +5.2% | 0.007% | |
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| 5/14/2025 | BWM Planning LLC | 11,888 | $392K | 0.2% | +20.1% | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 226,418 | $7.47M | 0.2% | +21.5% | 0.024% | |
| 5/14/2025 | Entrewealth LLC | 224,381 | $7.40M | 5.7% | -10.5% | 0.024% | |
| 5/14/2025 | Warwick Investment Management Inc. | 2,515,059 | $82.97M | 17.2% | -1.9% | 0.265% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 71,504 | $2.36M | 1.0% | -39.2% | 0.008% | |
| 5/14/2025 | Orion Capital Management LLC | 84,988 | $2.80M | 1.2% | +15.7% | 0.009% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 72,641 | $2.40M | 0.2% | -0.7% | 0.008% | |
| 5/14/2025 | Wolfstich Capital LLC | 456,699 | $15.07M | 0.7% | -43.3% | 0.048% | |
| 5/14/2025 | McCarthy Asset Management Inc. | 163,668 | $5.40M | 3.9% | -1.9% | 0.017% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 1,030,437 | $33.99M | 4.7% | -79.2% | 0.108% | |
| 5/14/2025 | Comerica Bank | 1,709,048 | $56.38M | 0.2% | -0.7% | 0.180% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 226,630 | $7.43M | 0.7% | +0.5% | 0.024% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 365,722 | $12.07M | 0.0% | +2.4% | 0.038% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 1,940,397 | $64.01M | 4.6% | -0.8% | 0.204% | |
| 5/14/2025 | Kestra Advisory Services LLC | 1,871,794 | $61.75M | 0.3% | -11.9% | 0.197% | |
| 5/14/2025 | CW Advisors LLC | 89,706 | $2.96M | 0.0% | N/A | 0.009% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 187,378 | $6.18M | 4.4% | -0.4% | 0.020% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 8,639 | $285K | 0.0% | -13.5% | 0.001% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 25,638 | $846K | 1.8% | +12.9% | 0.003% | |
| 5/14/2025 | TFB Advisors LLC | 16,524 | $545K | 0.2% | -14.6% | 0.002% | |
| 5/14/2025 | Level Four Advisory Services LLC | 89,397 | $2.95M | 0.1% | -4.7% | 0.009% | |
| 5/14/2025 | Arista Wealth Management LLC | 234,595 | $7.74M | 1.9% | -0.5% | 0.025% | |
| 5/14/2025 | Heritage Financial Services LLC | 5,612,395 | $185.15M | 18.3% | -7.5% | 0.591% | |
| 5/14/2025 | M Holdings Securities Inc. | 18,265 | $603K | 0.1% | +1.8% | 0.002% | |
| 5/14/2025 | Pollock Investment Advisors LLC | 63,200 | $2.09M | 1.7% | +40.8% | 0.007% | |
| 5/14/2025 | RWA Wealth Partners LLC | 20,166 | $665K | 0.0% | +3.3% | 0.002% | |
| 5/14/2025 | Sensible Money LLC | 1,801,981 | $59.45M | 25.5% | +4.5% | 0.190% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 26,985 | $890K | 0.0% | +102.0% | 0.003% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 134,320 | $4.43M | 0.0% | +11.7% | 0.014% | |
| 5/13/2025 | Brooklyn Investment Group | 13,918 | $459K | 0.1% | N/A | 0.001% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,326,119 | $109.73M | 0.0% | -5.9% | 0.350% | |
| 5/13/2025 | Cresset Asset Management LLC | 472,537 | $15.59M | 0.1% | +3.9% | 0.050% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 2,059,636 | $67.95M | 1.6% | -16.1% | 0.217% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 563,146 | $18.58M | 1.0% | +12.7% | 0.059% | |
| 5/13/2025 | Watchman Group Inc. | 881,758 | $29.09M | 8.2% | -2.4% | 0.093% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 2,337,988 | $77.13M | 21.3% | +1.4% | 0.246% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 111,017 | $3.66M | 0.0% | +146.4% | 0.012% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 4,216,350 | $139.10M | 3.6% | +15.7% | 0.444% | |
| 5/13/2025 | Brooklyn FI LLC | 15,259 | $503K | 0.2% | +104.8% | 0.002% | |
| 5/13/2025 | Ariadne Wealth Management LP | 146,724 | $4.85M | 2.6% | -5.7% | 0.015% | |
| 5/13/2025 | HighTower Advisors LLC | 5,914,155 | $195.11M | 0.3% | -5.8% | 0.622% | |
| 5/13/2025 | Trajan Wealth LLC | 627,731 | $20.71M | 1.1% | -0.2% | 0.066% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 99,388 | $3.28M | 2.1% | +4.5% | 0.010% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 3,084,328 | $101.75M | 0.2% | -5.0% | 0.325% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,016,699 | $132.95M | 10.5% | +1.9% | 0.423% | |
| 5/12/2025 | Meridian Wealth Management LLC | 111,060 | $3.66M | 0.2% | -1.9% | 0.012% | |
| 5/12/2025 | First American Trust FSB | 9,651 | $318K | 0.0% | -13.3% | 0.001% | |
| 5/12/2025 | Cooper Financial Group | 30,042 | $991K | 0.1% | -7.6% | 0.003% | |
| 5/12/2025 | Aveo Capital Partners LLC | 258,593 | $8.48M | 1.4% | +26.2% | 0.027% | |
| 5/12/2025 | Berger Financial Group Inc | 184,465 | $6.09M | 0.4% | -5.2% | 0.019% | |
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| 5/12/2025 | True North Advisors LLC | 79,903 | $2.64M | 0.5% | N/A | 0.008% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 910,085 | $30.02M | 23.4% | +2.4% | 0.096% | |
| 5/12/2025 | Townsquare Capital LLC | 228,873 | $7.55M | 0.1% | +14.8% | 0.024% | |
| 5/12/2025 | Savvy Advisors Inc. | 68,644 | $2.27M | 0.2% | +11.9% | 0.007% | |
| 5/12/2025 | National Bank of Canada FI | 8,831 | $295K | 0.0% | +39.3% | 0.001% | |
| 5/12/2025 | AlphaCore Capital LLC | 9,262 | $306K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | One Degree Advisors Inc | 1,348,788 | $44.50M | 18.3% | +6.2% | 0.142% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 336,101 | $11.09M | 5.9% | -0.4% | 0.035% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 923,974 | $30.31M | 1.0% | -3.0% | 0.097% | |
| 5/9/2025 | Geometric Wealth Advisors | 7,764,224 | $256.14M | 43.8% | +3.5% | 0.817% | |
