| 7/11/2025 | Quad Cities Investment Group LLC | 133,472 | $4.61M | 2.1% | -1.0% | 0.044% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 463,633 | $16.03M | 2.2% | -18.2% | 0.152% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 10,927 | $378K | 0.2% | -4.9% | 0.004% | |
| 7/11/2025 | Colorado Capital Management Inc. | 396,237 | $13.70M | 5.9% | +3.2% | 0.130% | |
| 7/11/2025 | Scratch Capital LLC | 30,584 | $1.06M | 0.9% | -19.1% | 0.010% | |
| 7/11/2025 | First PREMIER Bank | 36,615 | $1.27M | 0.3% | +71.4% | 0.012% | |
| 7/11/2025 | Kaufman Rossin Wealth LLC | 20,698 | $716K | 0.5% | -3.3% | 0.007% | |
| 7/11/2025 | Farther Finance Advisors LLC | 62,981 | $2.18M | 0.0% | +50.4% | 0.021% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 14,038 | $485K | 0.0% | +2.6% | 0.005% | |
| 7/11/2025 | CX Institutional | 2,050 | $71K | 0.0% | -97.9% | 0.001% | |
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| 7/11/2025 | Andrews Lucia Wealth Management LLC | 209,163 | $7.23M | 4.7% | +4.7% | 0.069% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 118,944 | $4.11M | 0.0% | N/A | 0.039% | |
| 7/11/2025 | Pioneer Wealth Management Group | 1,141,667 | $39.47M | 14.6% | +3.3% | 0.375% | |
| 7/10/2025 | Sterling Financial Group Inc. | 90,873 | $3.14M | 1.1% | -4.3% | 0.030% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 221,749 | $7.67M | 2.2% | -1.8% | 0.073% | |
| 7/10/2025 | Global Financial Private Client LLC | 35,487 | $1.23M | 0.5% | +5.6% | 0.012% | |
| 7/10/2025 | Marshall Financial Group LLC | 25,987 | $892K | 0.2% | -5.3% | 0.009% | |
| 7/10/2025 | Weinberger Asset Management Inc | 105,979 | $3.66M | 1.4% | +7.6% | 0.035% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 48,129 | $1.66M | 0.4% | -4.3% | 0.016% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,711,164 | $59.38M | 0.1% | +9.4% | 0.562% | |
| 7/10/2025 | Shira Ridge Wealth Management | 266,013 | $9.20M | 4.2% | -1.1% | 0.087% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 631,000 | $21.81M | 0.7% | +1.0% | 0.207% | |
| 7/9/2025 | Archer Investment Management LLC | 17,297 | $598K | 0.4% | -29.8% | 0.006% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 28,433 | $983K | 0.1% | +3.4% | 0.009% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 798,187 | $27.59M | 1.1% | +33.1% | 0.262% | |
| 7/9/2025 | Fermata Advisors LLC | 312,190 | $10.79M | 2.9% | +14.1% | 0.102% | |
| 7/9/2025 | Breakwater Capital Group | 36,572 | $1.26M | 0.2% | +24.9% | 0.012% | |
| 7/9/2025 | Krilogy Financial LLC | 23,366 | $808K | 0.0% | +44.9% | 0.008% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 149,660 | $5.17M | 0.8% | +3.0% | 0.049% | |
| 7/9/2025 | GEM Asset Management LLC | 268,351 | $9.21M | 4.7% | +4.0% | 0.088% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 3,908 | $135K | 0.1% | N/A | 0.001% | |
| 7/9/2025 | HFG Wealth Management LLC | 71,303 | $2.47M | 1.5% | +2.6% | 0.023% | |
| 7/8/2025 | First National Corp MA ADV | 256,988 | $8.88M | 1.8% | -7.5% | 0.084% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 11,000 | $380K | 0.1% | -37.5% | 0.004% | |
| 7/8/2025 | Apella Capital LLC | 165,783 | $5.69M | 0.2% | -0.3% | 0.054% | |
| 7/7/2025 | Versant Capital Management Inc | 104,583 | $3.62M | 0.5% | -2.6% | 0.034% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 6,175 | $213K | 0.1% | N/A | 0.002% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 19,099 | $660K | 0.0% | +3.5% | 0.006% | |
| 7/3/2025 | Trinity Financial Advisors LLC | 92,117 | $3.18M | 1.0% | N/A | 0.030% | |
| 7/3/2025 | CPA Asset Management LLC | 391,108 | $13.52M | 5.7% | +0.7% | 0.129% | |
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| 7/3/2025 | Lam Group Inc. | 40,080 | $1.39M | 0.9% | -2.4% | 0.013% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 643,467 | $22.22M | 4.0% | +4.4% | 0.212% | |
| 7/2/2025 | Helen Stephens Group LLC | 227,430 | $7.86M | 2.0% | +14.2% | 0.075% | |
| 7/1/2025 | First National Bank Sioux Falls | 81,269 | $2.81M | 1.0% | +15.1% | 0.027% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 700,613 | $24.22M | 10.0% | +3.0% | 0.231% | |
| 6/16/2025 | Lynx Investment Advisory | 138,565 | $4.33M | 2.9% | -0.7% | 0.046% | |
| 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% | |
| 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% | |
| 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% | |
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| 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% | |
