| 6/13/2025 | Optima Capital LLC | 84,980 | $2.65M | 1.7% | +5.3% | 0.028% | |
| 6/3/2025 | Invst LLC | 40,446 | $1.26M | 0.2% | +22.2% | 0.014% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 22,524 | $703K | 0.3% | N/A | 0.008% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 319,302 | $9.97M | 5.8% | +17.9% | 0.108% | |
| 5/27/2025 | Jacobi Capital Management LLC | 207,273 | $6.47M | 0.5% | +24.9% | 0.070% | |
| 5/22/2025 | BOS Asset Management LLC | 15,981 | $499K | 0.2% | +5.1% | 0.005% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,337 | $260K | 0.0% | +338.8% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 1,836,798 | $57.36M | 0.1% | +4.3% | 0.623% | |
| 5/19/2025 | Jane Street Group LLC | 236,458 | $7.39M | 0.0% | N/A | 0.080% | |
| 5/19/2025 | Advisory Alpha LLC | 574,847 | $17.95M | 0.6% | -12.0% | 0.195% | |
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| 5/16/2025 | McIlrath & Eck LLC | 1,332,768 | $41.62M | 5.1% | +6.4% | 0.458% | |
| 5/16/2025 | Faithward Advisors LLC | 17,486 | $546K | 0.1% | -6.2% | 0.006% | |
| 5/16/2025 | Kestra Investment Management LLC | 526,681 | $16.45M | 0.5% | +86.3% | 0.181% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 17,264 | $539K | 0.3% | +3.5% | 0.006% | |
| 5/16/2025 | Plancorp LLC | 497,150 | $15.53M | 0.6% | +0.2% | 0.171% | |
| 5/16/2025 | Investmark Advisory Group LLC | 55,799 | $1.74M | 0.9% | -1.5% | 0.019% | |
| 5/16/2025 | AQR Capital Management LLC | 49,086 | $1.53M | 0.0% | +39.2% | 0.017% | |
| 5/16/2025 | Ancora Advisors LLC | 154,510 | $4.83M | 0.1% | -2.9% | 0.053% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,179,788 | $36.85M | 0.3% | -9.2% | 0.406% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,253,902 | $39.16M | 0.6% | +28.9% | 0.431% | |
| 5/15/2025 | Royal Bank of Canada | 3,902,730 | $121.88M | 0.0% | +7.3% | 1.342% | |
| 5/15/2025 | Betterment LLC | 1,222,034 | $38.16M | 0.1% | -0.4% | 0.420% | |
| 5/15/2025 | MAI Capital Management | 915,075 | $28.58M | 0.2% | +4.9% | 0.315% | |
| 5/15/2025 | Baird Financial Group Inc. | 501,081 | $15.65M | 0.0% | +8.6% | 0.172% | |
| 5/15/2025 | OLD Mission Capital LLC | 100,051 | $3.13M | 0.0% | N/A | 0.034% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 312,183 | $9.75M | 7.1% | +90.9% | 0.107% | |
| 5/15/2025 | Tortoise Investment Management LLC | 263,036 | $8.22M | 0.9% | +8.1% | 0.090% | |
| 5/15/2025 | Hanover Advisors Inc. | 6,589 | $206K | 0.1% | N/A | 0.002% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 1,759 | $55K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Note Advisors LLC | 282,170 | $8.81M | 7.3% | +16.1% | 0.097% | |
| 5/14/2025 | BWM Planning LLC | 587,065 | $18.33M | 7.8% | -3.0% | 0.202% | |
| 5/14/2025 | CreativeOne Wealth LLC | 223,733 | $6.99M | 0.2% | -9.9% | 0.077% | |
| 5/14/2025 | Entrewealth LLC | 136,772 | $4.27M | 3.3% | +75.7% | 0.047% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 25,358 | $792K | 0.1% | +203.0% | 0.009% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 26,778 | $836K | 0.3% | -37.4% | 0.009% | |
| 5/14/2025 | Envision Financial Planning LLC | 399,619 | $12.48M | 6.4% | +1.2% | 0.137% | |
| 5/14/2025 | Orion Capital Management LLC | 5,018 | $157K | 0.1% | +1,852.5% | 0.002% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 6,604 | $206K | 0.0% | -6.1% | 0.002% | |
| 5/14/2025 | Comerica Bank | 13,209 | $413K | 0.0% | -16.4% | 0.005% | |
| 5/14/2025 | Synovus Financial Corp | 19,002 | $593K | 0.0% | +158.2% | 0.007% | |
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| 5/14/2025 | B&D White Capital Company LLC | 335,113 | $10.47M | 1.5% | N/A | 0.115% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 409,309 | $12.78M | 0.0% | +18.7% | 0.141% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 110,592 | $3.45M | 3.6% | -28.1% | 0.038% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 824,835 | $25.76M | 1.8% | +9.9% | 0.284% | |
| 5/14/2025 | Kestra Advisory Services LLC | 782,059 | $24.42M | 0.1% | -57.8% | 0.269% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 67,594 | $2.11M | 0.2% | +21.8% | 0.023% | |
| 5/14/2025 | D.B. Root & Company LLC | 223,795 | $6.99M | 2.3% | -0.3% | 0.077% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 21,407 | $669K | 0.5% | +1.7% | 0.007% | |
| 5/14/2025 | Capital Analysts LLC | 3,215 | $100K | 0.0% | +1,291.8% | 0.001% | |
| 5/14/2025 | Arista Wealth Management LLC | 1,013,070 | $31.64M | 7.7% | +1.7% | 0.348% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 6,764 | $211K | 0.1% | N/A | 0.002% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 789,001 | $24.64M | 0.3% | +0.8% | 0.271% | |
| 5/13/2025 | Northern Trust Corp | 4,899,828 | $153.02M | 0.0% | +24.8% | 1.685% | |
| 5/13/2025 | Compass Financial Group INC SD | 23,317 | $728K | 0.1% | +11.3% | 0.008% | |
| 5/13/2025 | Raymond James Financial Inc. | 973,727 | $30.41M | 0.0% | -17.0% | 0.335% | |
| 5/13/2025 | Cowa LLC | 205,023 | $6.40M | 2.7% | +38.8% | 0.071% | |
| 5/13/2025 | Cresset Asset Management LLC | 73,874 | $2.31M | 0.0% | +4.8% | 0.025% | |
| 5/13/2025 | American Investment Services Inc. | 68,547 | $2.14M | 0.4% | -4.2% | 0.024% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 31,575 | $986K | 1.1% | +6.6% | 0.011% | |
| 5/13/2025 | Annandale Capital LLC | 792,312 | $24.74M | 1.6% | +6.7% | 0.272% | |
| 5/13/2025 | HighTower Advisors LLC | 2,232,823 | $69.73M | 0.1% | +323.6% | 0.768% | |
| 5/13/2025 | Sterling Wealth Advisors Inc | 359,766 | $11.24M | 8.7% | +1.8% | 0.124% | |
| 5/12/2025 | Mustard Seed Financial LLC | 127,453 | $3.98M | 3.2% | +4.7% | 0.044% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 53,237 | $1.66M | 0.0% | -2.2% | 0.018% | |
| 5/12/2025 | SouthState Corp | 1,545,488 | $48.27M | 2.2% | N/A | 0.531% | |
| 5/12/2025 | Aveo Capital Partners LLC | 62,081 | $2.03M | 0.3% | -4.6% | 0.021% | |
| 5/12/2025 | Robinson Smith Wealth Advisors LLC | 82,971 | $2.59M | 2.2% | +7.3% | 0.029% | |
| 5/12/2025 | Berger Financial Group Inc | 591,329 | $18.47M | 1.3% | +8,005.9% | 0.203% | |
| 5/12/2025 | JFG Wealth Management LLC | 17,854 | $558K | 0.1% | -30.1% | 0.006% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 19,635 | $613K | 0.5% | +7.9% | 0.007% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 314,830 | $9.83M | 7.7% | +24.4% | 0.108% | |
| 5/12/2025 | Townsquare Capital LLC | 143,675 | $4.49M | 0.0% | -6.1% | 0.049% | |
| 5/12/2025 | Savvy Advisors Inc. | 7,034 | $220K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | AlphaCore Capital LLC | 10,115 | $316K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | R. W. Roge & Company Inc. | 76,415 | $2.39M | 1.3% | +113.1% | 0.026% | |
| 5/9/2025 | Keb Asset Management LLC | 122,954 | $3.84M | 1.1% | +21.1% | 0.042% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 507,039 | $16.61M | 0.5% | +9.2% | 0.174% | |
| 5/9/2025 | Pinney & Scofield Inc. | 4,422 | $138K | 0.1% | +8.2% | 0.002% | |
| 5/9/2025 | Hemington Wealth Management | 1,421,511 | $44.39M | 6.9% | +275.3% | 0.489% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 352,126 | $11.00M | 0.4% | -1.8% | 0.121% | |
| 5/9/2025 | Clear Investment Research LLC | 10,275 | $321K | 0.4% | -6.8% | 0.004% | |
| 5/9/2025 | Cascade Wealth Advisors Inc | 15,382 | $475K | 0.3% | -24.2% | 0.005% | |
| 5/9/2025 | Wealthspire Advisors LLC | 2,238,479 | $69.91M | 0.4% | +4.8% | 0.770% | |
| 5/9/2025 | Aquire Wealth Advisors LLC | 1,346,026 | $42.04M | 12.9% | +3.6% | 0.463% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 13,540 | $423K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 48,011 | $1.50M | 0.1% | -2.4% | 0.017% | |
| 5/9/2025 | Plan Group Financial LLC | 339,116 | $10.59M | 3.8% | +21.8% | 0.117% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 120,618 | $3.77M | 1.1% | +170.5% | 0.041% | |
| 5/9/2025 | Capstone Financial Advisors Inc. | 18,791 | $587K | 0.0% | -15.9% | 0.006% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 15,611 | $488K | 0.1% | +21.2% | 0.005% | |
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| 5/9/2025 | Commonwealth Equity Services LLC | 1,475,934 | $46.09M | 0.1% | +10.7% | 0.508% | |
| 5/9/2025 | Liberty Wealth Management LLC | 878,857 | $27.45M | 0.5% | +111.5% | 0.302% | |
| 5/8/2025 | IFG Advisory LLC | 33,908 | $1.06M | 0.1% | +36.4% | 0.012% | |
| 5/8/2025 | Hurlow Wealth Management Group Inc. | 225,748 | $7.05M | 2.2% | -1.9% | 0.078% | |
| 5/8/2025 | Altiora Financial Group LLC | 53,595 | $1.67M | 0.4% | +12.7% | 0.018% | |
| 5/8/2025 | US Bancorp DE | 7,500 | $234K | 0.0% | -10.7% | 0.003% | |
| 5/8/2025 | Wealthquest Corp | 442,323 | $13.81M | 0.6% | +28.2% | 0.152% | |
| 5/8/2025 | Harbour Investments Inc. | 8,556 | $267K | 0.0% | -71.1% | 0.003% | |
| 5/8/2025 | Tillman Hartley LLC | 114,218 | $3.57M | 1.0% | +45.4% | 0.039% | |
| 5/8/2025 | RVW Wealth LLC | 1,518,680 | $47.43M | 4.5% | -18.2% | 0.522% | |
