| 6/3/2025 | Invst LLC | 108,185 | $6.46M | 0.9% | -59.7% | 0.068% | |
| 6/2/2025 | Modern Wealth Management LLC | 42,355 | $2.53M | 0.1% | N/A | 0.027% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 11,094 | $663K | 0.3% | N/A | 0.007% | |
| 5/27/2025 | Jacobi Capital Management LLC | 24,274 | $1.45M | 0.1% | +23.3% | 0.015% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,854 | $171K | 0.0% | -34.8% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 2,678,647 | $160.05M | 0.4% | -1.2% | 1.694% | |
| 5/20/2025 | Integrity Alliance LLC. | 7,038 | $421K | 0.0% | N/A | 0.004% | |
| 5/19/2025 | Jane Street Group LLC | 78,280 | $4.68M | 0.0% | N/A | 0.049% | |
| 5/19/2025 | Advisory Alpha LLC | 206,905 | $12.36M | 0.4% | +29.5% | 0.131% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 167,103 | $9.48M | 3.4% | +6.3% | 0.106% | |
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| 5/16/2025 | McIlrath & Eck LLC | 8,195 | $490K | 0.1% | +123.3% | 0.005% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 11,799 | $705K | 0.0% | +5.7% | 0.008% | |
| 5/16/2025 | Kestra Investment Management LLC | 15,620 | $933K | 0.0% | +300.1% | 0.010% | |
| 5/16/2025 | Jones Financial Companies Lllp | 144,756 | $8.65M | 0.0% | +267.4% | 0.093% | |
| 5/16/2025 | Ruggaard & Associates LLC | 117,112 | $7.00M | 3.1% | +2.6% | 0.076% | |
| 5/16/2025 | Plancorp LLC | 1,400,095 | $83.66M | 3.3% | -1.5% | 0.903% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 22,015 | $1.32M | 0.0% | +7.0% | 0.014% | |
| 5/16/2025 | Investmark Advisory Group LLC | 82,569 | $4.93M | 2.4% | +6.0% | 0.053% | |
| 5/16/2025 | Jentner Corp | 11,287 | $674K | 0.2% | -18.3% | 0.007% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 570,462 | $34.09M | 2.9% | -3.2% | 0.368% | |
| 5/16/2025 | AQR Capital Management LLC | 35,688 | $2.13M | 0.0% | +30.3% | 0.023% | |
| 5/15/2025 | EP Wealth Advisors LLC | 341,296 | $20.39M | 0.2% | +63.0% | 0.220% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 789,762 | $47.19M | 0.7% | +9.9% | 0.509% | |
| 5/15/2025 | Royal Bank of Canada | 838,089 | $50.08M | 0.0% | +24.6% | 0.541% | |
| 5/15/2025 | Betterment LLC | 9,214 | $551K | 0.0% | -20.3% | 0.006% | |
| 5/15/2025 | MAI Capital Management | 148,329 | $8.86M | 0.1% | +9.1% | 0.096% | |
| 5/15/2025 | KMT Wealth Management LLC | 90,461 | $5.41M | 3.7% | -5.2% | 0.058% | |
| 5/15/2025 | Baird Financial Group Inc. | 100,722 | $6.02M | 0.0% | -14.2% | 0.065% | |
| 5/15/2025 | Tortoise Investment Management LLC | 43,247 | $2.58M | 0.3% | +47.8% | 0.028% | |
| 5/15/2025 | Oarsman Capital Inc. | 81,285 | $4.86M | 0.9% | +69,374.4% | 0.052% | |
| 5/14/2025 | BWM Planning LLC | 142,870 | $8.54M | 3.6% | +3.8% | 0.092% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,778 | $405K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 35,130 | $2.10M | 0.3% | -17.6% | 0.023% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 16,266 | $972K | 0.4% | +23.5% | 0.010% | |
| 5/14/2025 | Envision Financial Planning LLC | 146,150 | $8.73M | 4.5% | +2.7% | 0.094% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 29,492 | $1.76M | 0.1% | +1.0% | 0.019% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 4,269 | $255K | 0.0% | -93.6% | 0.003% | |
| 5/14/2025 | Comerica Bank | 390,478 | $23.33M | 0.1% | -2.5% | 0.252% | |
| 5/14/2025 | Freedom Investment Management Inc. | 48,454 | $2.90M | 0.2% | -3.1% | 0.031% | |
| 5/14/2025 | Synovus Financial Corp | 29,389 | $1.76M | 0.0% | +563.0% | 0.019% | |
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| 5/14/2025 | Cadence Bank | 5,210 | $311K | 0.0% | -5.0% | 0.003% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 118,607 | $7.09M | 4.8% | +2.5% | 0.077% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 44,421 | $2.65M | 0.3% | +4.6% | 0.029% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 448,817 | $26.82M | 0.0% | -42.2% | 0.289% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 552,742 | $33.03M | 2.4% | +2.4% | 0.357% | |
| 5/14/2025 | Kestra Advisory Services LLC | 111,361 | $6.65M | 0.0% | +33.0% | 0.072% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 160,785 | $9.61M | 1.0% | +6.2% | 0.104% | |
| 5/14/2025 | Compound Planning Inc. | 19,406 | $1.16M | 0.1% | +298.7% | 0.013% | |
| 5/14/2025 | CW Advisors LLC | 9,790 | $586K | 0.0% | -13.8% | 0.006% | |
| 5/14/2025 | Accredited Wealth Management LLC | 21,880 | $1.31M | 1.1% | +5.8% | 0.014% | |
| 5/14/2025 | Capital Analysts LLC | 10,686 | $638K | 0.0% | +2,107.9% | 0.007% | |
| 5/14/2025 | JT Stratford LLC | 10,824 | $647K | 0.1% | N/A | 0.007% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 44,934 | $2.69M | 0.3% | N/A | 0.029% | |
| 5/14/2025 | CWS Financial Advisors LLC | 10,122 | $605K | 0.2% | +4.6% | 0.007% | |
| 5/14/2025 | M Holdings Securities Inc. | 12,642 | $755K | 0.1% | N/A | 0.008% | |
| 5/13/2025 | Cladis Investment Advisory LLC | 9,158 | $547K | 0.4% | -2.1% | 0.006% | |
| 5/13/2025 | Granite Harbor Advisors Inc. | 175,322 | $10.48M | 5.6% | -11.3% | 0.113% | |
| 5/13/2025 | Northern Trust Corp | 7,974,617 | $476.48M | 0.1% | +6.0% | 5.144% | |
| 5/13/2025 | Cascade Financial Partners LLC | 59,225 | $3.54M | 0.4% | +4.2% | 0.038% | |
| 5/13/2025 | Seven Mile Advisory | 12,533 | $749K | 0.5% | +31.1% | 0.008% | |
| 5/13/2025 | Raymond James Financial Inc. | 638,485 | $38.15M | 0.0% | +19.0% | 0.412% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 317,759 | $18.99M | 0.5% | -9.3% | 0.205% | |
| 5/13/2025 | American Investment Services Inc. | 181,199 | $10.83M | 1.9% | +4.7% | 0.117% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 80,788 | $4.83M | 0.3% | +12.8% | 0.052% | |
| 5/13/2025 | FCA Corp TX | 22,567 | $1.35M | 0.4% | +1.8% | 0.015% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 19,155 | $1.14M | 0.0% | -3.0% | 0.012% | |
| 5/13/2025 | Francis Financial Inc. | 5,012 | $299K | 0.1% | -11.0% | 0.003% | |
| 5/13/2025 | WESCAP Management Group Inc. | 44,712 | $2.67M | 0.7% | -8.1% | 0.029% | |
| 5/13/2025 | Ariadne Wealth Management LP | 32,044 | $1.93M | 1.0% | -15.5% | 0.021% | |
| 5/13/2025 | HighTower Advisors LLC | 971,997 | $58.08M | 0.1% | -3.0% | 0.627% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 123,934 | $7.41M | 0.0% | -6.5% | 0.080% | |
| 5/12/2025 | SouthState Corp | 1,692 | $101K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Aveo Capital Partners LLC | 5,093 | $301K | 0.0% | -3.2% | 0.003% | |
| 5/12/2025 | Berger Financial Group Inc | 25,543 | $1.53M | 0.1% | +16.5% | 0.016% | |
| 5/12/2025 | First Western Trust Bank | 59,705 | $3.57M | 0.2% | -1.6% | 0.039% | |
| 5/12/2025 | Townsquare Capital LLC | 35,856 | $2.14M | 0.0% | +62.3% | 0.023% | |
| 5/12/2025 | Savvy Advisors Inc. | 17,732 | $1.06M | 0.1% | N/A | 0.011% | |
| 5/12/2025 | AlphaCore Capital LLC | 72,555 | $4.34M | 0.4% | N/A | 0.047% | |
| 5/9/2025 | Keb Asset Management LLC | 121,321 | $7.25M | 2.1% | -1.3% | 0.078% | |
| 5/9/2025 | VeraBank N.A. | 104,704 | $6.26M | 1.7% | +7.0% | 0.068% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 606,403 | $35.85M | 1.2% | +7.4% | 0.391% | |
| 5/9/2025 | Pinney & Scofield Inc. | 266,482 | $15.92M | 11.5% | +4.6% | 0.172% | |
| 5/9/2025 | Navigoe LLC | 138,914 | $8.30M | 7.2% | -16.5% | 0.090% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 17,447 | $1.04M | 0.0% | +2.5% | 0.011% | |
| 5/9/2025 | PrairieView Partners LLC | 7,812 | $466K | 0.0% | -2.6% | 0.005% | |
| 5/9/2025 | Cascade Wealth Advisors Inc | 88,230 | $4.91M | 3.4% | -35.7% | 0.057% | |
| 5/9/2025 | Bouchey Financial Group Ltd | 390,772 | $23.35M | 2.1% | +3.3% | 0.252% | |
| 5/9/2025 | Wealthspire Advisors LLC | 48,745 | $2.91M | 0.0% | +2.4% | 0.031% | |
| 5/9/2025 | Financial Connections Group Inc. | 41,701 | $2.49M | 1.1% | -0.6% | 0.027% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 58,239 | $3.48M | 1.0% | -5.9% | 0.038% | |
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| 5/9/2025 | Earned Wealth Advisors LLC | 147,465 | $8.81M | 1.9% | +0.2% | 0.095% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 684,706 | $40.91M | 0.1% | -8.0% | 0.442% | |
| 5/9/2025 | L & S Advisors Inc | 12,905 | $771K | 0.1% | +6.1% | 0.008% | |
| 5/9/2025 | Beta Wealth Group Inc. | 26,337 | $1.57M | 0.6% | +62.0% | 0.017% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 19,680 | $1.18M | 0.0% | +4.5% | 0.013% | |
| 5/8/2025 | IFG Advisory LLC | 13,874 | $829K | 0.0% | -3.2% | 0.009% | |
| 5/8/2025 | Hurlow Wealth Management Group Inc. | 304,296 | $18.18M | 5.7% | +6.1% | 0.196% | |
| 5/8/2025 | US Bancorp DE | 14,087 | $842K | 0.0% | -3.0% | 0.009% | |
| 5/8/2025 | US Financial Advisors LLC | 109,158 | $6.52M | 1.9% | +0.2% | 0.070% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 299,415 | $17.89M | 0.5% | -2.7% | 0.193% | |
