| 5/30/2025 | Porter White Investment Advisors Inc. | 323,469 | $8.48M | 4.2% | N/A | 0.111% | |
| 5/27/2025 | Advisors Capital Management LLC | 19,086 | $500K | 0.0% | -44.0% | 0.007% | |
| 5/23/2025 | Triune Financial Partners LLC | 3,699,437 | $96.93M | 30.8% | +0.2% | 1.270% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,582 | $303K | 0.0% | +417.3% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 10,688,333 | $280.03M | 0.7% | -2.3% | 3.670% | |
| 5/19/2025 | Jane Street Group LLC | 391,414 | $10.26M | 0.0% | +2,257.8% | 0.134% | |
| 5/19/2025 | SCS Capital Management LLC | 15,247 | $399K | 0.0% | N/A | 0.005% | |
| 5/16/2025 | HFM Investment Advisors LLC | 1,679,564 | $44.01M | 12.8% | N/A | 0.577% | |
| 5/16/2025 | Ascent Group LLC | 14,405 | $377K | 0.0% | -3.2% | 0.005% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 94,456 | $2.48M | 0.0% | N/A | 0.032% | |
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| 5/16/2025 | Plancorp LLC | 4,120,996 | $107.97M | 4.3% | -0.4% | 1.415% | |
| 5/16/2025 | NewEdge Advisors LLC | 35,812 | $938K | 0.0% | -7.1% | 0.012% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 350,993 | $9.20M | 0.1% | -0.2% | 0.121% | |
| 5/16/2025 | Investmark Advisory Group LLC | 52,522 | $1.38M | 0.7% | -1.0% | 0.018% | |
| 5/16/2025 | Copperleaf Capital LLC | 7,831 | $205K | 0.1% | N/A | 0.003% | |
| 5/16/2025 | AQR Capital Management LLC | 90,615 | $2.37M | 0.0% | +132.2% | 0.031% | |
| 5/15/2025 | EP Wealth Advisors LLC | 551,479 | $14.45M | 0.1% | -11.3% | 0.189% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 3,987,815 | $104.48M | 1.6% | +3.8% | 1.369% | |
| 5/15/2025 | Royal Bank of Canada | 3,439,056 | $90.10M | 0.0% | +18.3% | 1.181% | |
| 5/15/2025 | Betterment LLC | 294,493 | $7.72M | 0.0% | +1.2% | 0.101% | |
| 5/15/2025 | Tumwater Wealth Management LLC | 2,185,457 | $57.26M | 29.9% | +1.7% | 0.750% | |
| 5/15/2025 | OLD Mission Capital LLC | 483,689 | $12.67M | 0.2% | +12.2% | 0.166% | |
| 5/15/2025 | Tortoise Investment Management LLC | 31,938 | $837K | 0.1% | -2.4% | 0.011% | |
| 5/14/2025 | RB Capital Management LLC | 18,757 | $491K | 0.1% | +7.8% | 0.006% | |
| 5/14/2025 | CreativeOne Wealth LLC | 58,133 | $1.52M | 0.0% | +69.0% | 0.020% | |
| 5/14/2025 | Warwick Investment Management Inc. | 247,172 | $6.48M | 1.3% | -8.7% | 0.085% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 8,282 | $217K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Orion Capital Management LLC | 2,681 | $70K | 0.0% | -22.6% | 0.001% | |
| 5/14/2025 | Wolfstich Capital LLC | 9,505,203 | $249.04M | 12.3% | +1,418.5% | 3.264% | |
| 5/14/2025 | Jane Street Group LLC | 391,414 | $10.26M | 0.0% | +2,257.8% | 0.134% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 24,931 | $653K | 0.1% | -2.6% | 0.009% | |
| 5/14/2025 | Comerica Bank | 3,544,326 | $92.86M | 0.4% | -7.2% | 1.217% | |
| 5/14/2025 | Freedom Investment Management Inc. | 24,227 | $635K | 0.1% | +5.8% | 0.008% | |
| 5/14/2025 | B&D White Capital Company LLC | 310,840 | $8.14M | 1.2% | N/A | 0.107% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 66,668 | $1.75M | 0.0% | +28.5% | 0.023% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 271,269 | $7.11M | 0.5% | -1.1% | 0.093% | |
| 5/14/2025 | Kestra Advisory Services LLC | 615,415 | $16.12M | 0.1% | -8.8% | 0.211% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 7,668 | $201K | 0.0% | -13.4% | 0.003% | |
| 5/14/2025 | Compound Planning Inc. | 7,901 | $207K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | TFB Advisors LLC | 21,706 | $569K | 0.2% | -13.1% | 0.007% | |
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| 5/14/2025 | Sensible Money LLC | 835,632 | $21.89M | 9.4% | -3.6% | 0.287% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 26,917 | $705K | 0.2% | +74.9% | 0.009% | |
| 5/13/2025 | RW Investment Management LLC | 102,463 | $2.69M | 0.3% | -0.7% | 0.035% | |
| 5/13/2025 | Granite Harbor Advisors Inc. | 8,464 | $222K | 0.1% | N/A | 0.003% | |
| 5/13/2025 | Brooklyn Investment Group | 3,813 | $100K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,437,851 | $37.67M | 0.0% | -3.9% | 0.494% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 340,783 | $8.93M | 0.2% | -33.4% | 0.117% | |
| 5/13/2025 | American Investment Services Inc. | 368,639 | $9.66M | 1.7% | -2.3% | 0.127% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 139,223 | $3.65M | 0.2% | -2.8% | 0.048% | |
| 5/13/2025 | Francis Financial Inc. | 31,929 | $837K | 0.2% | -2.4% | 0.011% | |
| 5/13/2025 | Annandale Capital LLC | 22,293 | $584K | 0.0% | +48.0% | 0.008% | |
| 5/13/2025 | HighTower Advisors LLC | 963,930 | $25.26M | 0.0% | +1.0% | 0.331% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 227,739 | $5.97M | 3.8% | +6.3% | 0.078% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,832,416 | $48.01M | 0.1% | -1.4% | 0.629% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,957,773 | $51.51M | 4.1% | -3.6% | 0.672% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 2,749,541 | $72.04M | 3.9% | +10.9% | 0.944% | |
| 5/12/2025 | Berger Financial Group Inc | 50,938 | $1.34M | 0.1% | -5.6% | 0.017% | |
| 5/12/2025 | Townsquare Capital LLC | 48,565 | $1.27M | 0.0% | -1.0% | 0.017% | |
| 5/12/2025 | Truepoint Inc. | 386,590 | $10.13M | 0.3% | -2.4% | 0.133% | |
| 5/12/2025 | Savvy Advisors Inc. | 31,181 | $817K | 0.1% | N/A | 0.011% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 34,922 | $914K | 0.2% | -13.5% | 0.012% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 118,614 | $3.11M | 1.1% | -19.4% | 0.041% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 397,455 | $10.41M | 5.5% | +0.2% | 0.136% | |
| 5/9/2025 | Keb Asset Management LLC | 113,136 | $2.96M | 0.8% | -1.3% | 0.039% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 704,793 | $19.28M | 0.6% | -3.2% | 0.242% | |
| 5/9/2025 | Geometric Wealth Advisors | 7,930,849 | $207.79M | 35.5% | +4.9% | 2.723% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 498,986 | $13.07M | 8.7% | +5.7% | 0.171% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 15,948 | $418K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Conquis Financial LLC | 434,472 | $11.38M | 11.8% | +13.8% | 0.149% | |
| 5/9/2025 | Hemington Wealth Management | 340,511 | $8.92M | 1.4% | -1.1% | 0.117% | |
| 5/9/2025 | Warburton Capital Management LLC | 1,109,670 | $29.07M | 21.0% | +5.4% | 0.381% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 136,932 | $3.59M | 0.1% | +8.2% | 0.047% | |
| 5/9/2025 | Wealthspire Advisors LLC | 213,761 | $5.60M | 0.0% | +2.5% | 0.073% | |
| 5/9/2025 | Financial Connections Group Inc. | 342,426 | $8.97M | 4.1% | -7.2% | 0.118% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 44,434 | $1.16M | 0.7% | N/A | 0.015% | |
| 5/9/2025 | Aquire Wealth Advisors LLC | 69,894 | $1.83M | 0.6% | +0.6% | 0.024% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 43,523 | $1.14M | 0.0% | -43.7% | 0.015% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 451,443 | $11.83M | 3.4% | +18.1% | 0.155% | |
| 5/9/2025 | Capstone Financial Advisors Inc. | 2,168,282 | $56.81M | 3.6% | -2.2% | 0.745% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 145,885 | $3.82M | 0.8% | +4.0% | 0.050% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 5,083,408 | $133.19M | 0.2% | -15.6% | 1.746% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 8,998 | $236K | 0.0% | +11.2% | 0.003% | |
| 5/8/2025 | IFG Advisory LLC | 589,175 | $15.44M | 0.9% | +1.6% | 0.202% | |
| 5/8/2025 | Hurlow Wealth Management Group Inc. | 310,697 | $8.14M | 2.5% | +2.8% | 0.107% | |
| 5/8/2025 | Glassman Wealth Services | 1,788,635 | $46.86M | 7.8% | +4.5% | 0.614% | |
| 5/8/2025 | Altiora Financial Group LLC | 1,481,629 | $38.82M | 8.3% | -2.6% | 0.509% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 723,859 | $18.97M | 13.4% | +18.2% | 0.249% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,123 | $265K | 0.0% | -18.2% | 0.003% | |
| 5/8/2025 | RVW Wealth LLC | 14,616 | $383K | 0.0% | -25.9% | 0.005% | |
| 5/8/2025 | Natixis Advisors LLC | 39,883 | $1.05M | 0.0% | +12.4% | 0.014% | |
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| 5/8/2025 | Modera Wealth Management LLC | 506,948 | $13.28M | 0.2% | -1.4% | 0.174% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 226,431 | $5.93M | 3.3% | -1.1% | 0.078% | |
| 5/8/2025 | Squire Investment Management Company LLC | 84,389 | $2.21M | 0.9% | +0.5% | 0.029% | |
| 5/8/2025 | FSA Advisors Inc. | 7,771 | $204K | 0.2% | N/A | 0.003% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 1,325,007 | $34.72M | 2.7% | +10.1% | 0.455% | |
| 5/7/2025 | Canopy Partners LLC | 176,633 | $4.63M | 1.8% | +6.4% | 0.061% | |
| 5/7/2025 | Schubert & Co | 70,475 | $1.85M | 1.3% | +7.0% | 0.024% | |
| 5/7/2025 | AWM Capital LLC | 183,795 | $4.82M | 0.6% | -1.7% | 0.063% | |
| 5/7/2025 | Facet Wealth Inc. | 15,514 | $427K | 0.0% | -3.3% | 0.005% | |
| 5/7/2025 | Nemes Rush Group LLC | 1,380 | $36K | 0.0% | N/A | 0.000% | |
