| 6/6/2025 | Blue Oak Capital LLC | 29,198 | $1.23M | 0.7% | +204.0% | 0.018% | |
| 6/3/2025 | Invst LLC | 24,584 | $1.03M | 0.1% | +47.6% | 0.015% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 99,198 | $4.17M | 2.1% | N/A | 0.062% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 312,894 | $13.16M | 7.7% | +11.3% | 0.197% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 27,808 | $1.17M | 0.0% | +248.5% | 0.017% | |
| 5/20/2025 | Focus Partners Wealth | 108,952 | $4.58M | 0.0% | -8.6% | 0.068% | |
| 5/20/2025 | Integrity Alliance LLC. | 664,928 | $27.97M | 1.1% | N/A | 0.418% | |
| 5/19/2025 | Jane Street Group LLC | 547,559 | $23.03M | 0.0% | +2,776.1% | 0.344% | |
| 5/19/2025 | SageView Advisory Group LLC | 176,759 | $7.43M | 0.3% | +0.3% | 0.111% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 341,626 | $14.37M | 5.6% | -3.5% | 0.215% | |
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| 5/16/2025 | HFM Investment Advisors LLC | 699,815 | $29.43M | 8.6% | N/A | 0.446% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 63,454 | $2.67M | 0.1% | +2.0% | 0.040% | |
| 5/16/2025 | Hamilton Capital LLC | 13,341 | $561K | 0.0% | N/A | 0.008% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 5,433 | $229K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Rise Advisors LLC | 619,158 | $26.04M | 11.5% | +6.0% | 0.394% | |
| 5/16/2025 | Plancorp LLC | 11,791 | $496K | 0.0% | +105.7% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 67,670 | $2.85M | 0.0% | -61.3% | 0.043% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 499,558 | $21.01M | 0.2% | +1.5% | 0.318% | |
| 5/16/2025 | Copperleaf Capital LLC | 27,012 | $1.14M | 0.7% | -4.7% | 0.017% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 2,999,957 | $126.18M | 10.7% | +1.1% | 1.911% | |
| 5/16/2025 | Ancora Advisors LLC | 76,837 | $3.23M | 0.1% | -6.9% | 0.049% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,596 | $151K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 283,874 | $11.94M | 0.2% | +72.0% | 0.181% | |
| 5/15/2025 | Royal Bank of Canada | 721,189 | $30.33M | 0.0% | +77.9% | 0.459% | |
| 5/15/2025 | Betterment LLC | 918,774 | $38.64M | 0.1% | +8.6% | 0.585% | |
| 5/15/2025 | Calton & Associates Inc. | 7,296 | $307K | 0.1% | N/A | 0.005% | |
| 5/15/2025 | OLD Mission Capital LLC | 28,092 | $1.18M | 0.0% | -68.3% | 0.018% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 301,990 | $12.70M | 9.2% | +195.0% | 0.192% | |
| 5/15/2025 | Tortoise Investment Management LLC | 1,405 | $59K | 0.0% | -57.3% | 0.001% | |
| 5/14/2025 | Note Advisors LLC | 189,915 | $7.99M | 6.6% | +23.2% | 0.121% | |
| 5/14/2025 | BWM Planning LLC | 187,351 | $7.88M | 3.3% | +4.7% | 0.119% | |
| 5/14/2025 | CreativeOne Wealth LLC | 135,021 | $5.68M | 0.2% | +10.1% | 0.086% | |
| 5/14/2025 | Entrewealth LLC | 47,639 | $2.00M | 1.5% | +88.0% | 0.030% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 35,002 | $1.47M | 0.6% | -1.3% | 0.022% | |
| 5/14/2025 | Jane Street Group LLC | 547,559 | $23.03M | 0.0% | +2,776.1% | 0.349% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 96,906 | $4.08M | 0.6% | -1.5% | 0.062% | |
| 5/14/2025 | Freedom Investment Management Inc. | 8,026 | $338K | 0.0% | +4.0% | 0.005% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 29,055 | $1.22M | 0.1% | +1.2% | 0.019% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,169 | $764K | 0.0% | +467.2% | 0.012% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 695,210 | $29.24M | 2.1% | -9.5% | 0.443% | |
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| 5/14/2025 | Van Hulzen Asset Management LLC | 25,958 | $1.09M | 0.1% | +4.2% | 0.017% | |
| 5/14/2025 | Kestra Advisory Services LLC | 66,568 | $2.80M | 0.0% | -8.0% | 0.042% | |
| 5/14/2025 | CW Advisors LLC | 5,239 | $220K | 0.0% | +5.6% | 0.003% | |
| 5/14/2025 | Flow Traders U.S. LLC | 31,351 | $1.32M | 0.1% | N/A | 0.020% | |
| 5/13/2025 | RW Investment Management LLC | 1,079,413 | $45.40M | 5.6% | +3.3% | 0.688% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 74,940 | $3.15M | 0.0% | +1.9% | 0.048% | |
| 5/13/2025 | Raymond James Financial Inc. | 198,031 | $8.33M | 0.0% | +9.5% | 0.126% | |
| 5/13/2025 | American Investment Services Inc. | 10,176 | $428K | 0.1% | -5.5% | 0.006% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 42,571 | $1.79M | 0.1% | +16.5% | 0.027% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 64,940 | $2.73M | 0.0% | -5.1% | 0.041% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 231,109 | $9.72M | 0.3% | -1.8% | 0.147% | |
| 5/13/2025 | MSH Capital Advisors LLC | 19,363 | $814K | 0.3% | -25.9% | 0.012% | |
| 5/13/2025 | Ariadne Wealth Management LP | 31,741 | $1.32M | 0.7% | -1.9% | 0.020% | |
| 5/13/2025 | Annandale Capital LLC | 817,373 | $34.38M | 2.2% | +1.3% | 0.521% | |
| 5/13/2025 | HighTower Advisors LLC | 1,490,272 | $62.68M | 0.1% | +4.9% | 0.949% | |
| 5/13/2025 | Sterling Wealth Advisors Inc | 127,094 | $5.35M | 4.1% | -3.9% | 0.081% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 22,331 | $939K | 0.0% | -84.2% | 0.014% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 202,118 | $8.52M | 0.7% | +3.8% | 0.129% | |
| 5/12/2025 | Aveo Capital Partners LLC | 19,084 | $798K | 0.1% | -43.2% | 0.012% | |
| 5/12/2025 | Berger Financial Group Inc | 102,045 | $4.29M | 0.3% | +96.2% | 0.065% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 87,482 | $3.68M | 2.9% | +16.8% | 0.056% | |
| 5/12/2025 | Truepoint Inc. | 11,303,338 | $475.42M | 12.9% | +1.6% | 7.200% | |
| 5/12/2025 | One Degree Advisors Inc | 236,379 | $9.94M | 4.1% | +1.3% | 0.151% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 358,841 | $15.00M | 0.5% | +10.3% | 0.229% | |
| 5/9/2025 | Pinney & Scofield Inc. | 20,449 | $860K | 0.6% | +19.0% | 0.013% | |
| 5/9/2025 | Geometric Wealth Advisors | 10,398 | $437K | 0.1% | -26.7% | 0.007% | |
| 5/9/2025 | Navigoe LLC | 95,986 | $4.04M | 3.5% | +21.8% | 0.061% | |
| 5/9/2025 | Hemington Wealth Management | 2,372,465 | $99.79M | 15.5% | +195.5% | 1.511% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 14,789 | $622K | 0.0% | +85.9% | 0.009% | |
| 5/9/2025 | Financial Connections Group Inc. | 129,774 | $5.46M | 2.5% | +221.2% | 0.083% | |
| 5/9/2025 | BCR Wealth Strategies LLC | 577,098 | $24.27M | 10.7% | +1.4% | 0.368% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 8,123 | $342K | 0.0% | +60.7% | 0.005% | |
| 5/9/2025 | Plan Group Financial LLC | 135,488 | $5.70M | 2.0% | +11.0% | 0.086% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 207,895 | $8.75M | 2.5% | +32.1% | 0.132% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,454,208 | $61.16M | 0.1% | -16.1% | 0.926% | |
| 5/9/2025 | Liberty Wealth Management LLC | 1,085,593 | $45.66M | 0.8% | +236.5% | 0.691% | |
| 5/8/2025 | IFG Advisory LLC | 77,979 | $3.28M | 0.2% | +7.4% | 0.050% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 8,771 | $369K | 0.0% | -99.5% | 0.006% | |
| 5/8/2025 | US Bancorp DE | 2,889 | $122K | 0.0% | -53.1% | 0.002% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 369,273 | $15.53M | 11.0% | +20.8% | 0.235% | |
| 5/8/2025 | Tillman Hartley LLC | 546,159 | $22.97M | 6.7% | +5.4% | 0.348% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 39,477 | $1.66M | 0.6% | N/A | 0.025% | |
| 5/8/2025 | Modera Wealth Management LLC | 237,196 | $9.98M | 0.1% | +7.2% | 0.151% | |
| 5/8/2025 | Aegis Wealth Management LLC | 60,498 | $2.55M | 1.5% | -3.0% | 0.039% | |
| 5/8/2025 | Arkadios Wealth Advisors | 66,249 | $2.79M | 0.1% | +21.9% | 0.042% | |
| 5/8/2025 | XTX Topco Ltd | 5,813 | $244K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Meredith Wealth Planning | 240,345 | $10.11M | 4.5% | +3.9% | 0.153% | |
| 5/7/2025 | Canopy Partners LLC | 75,776 | $3.19M | 1.2% | -6.8% | 0.048% | |
| 5/7/2025 | Schubert & Co | 12,790 | $538K | 0.4% | -9.9% | 0.008% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 7,423 | $312K | 0.1% | N/A | 0.005% | |
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| 5/7/2025 | Nemes Rush Group LLC | 1,761 | $74K | 0.0% | +134.2% | 0.001% | |
| 5/7/2025 | LPL Financial LLC | 1,090,443 | $45.86M | 0.0% | -13.3% | 0.695% | |
| 5/7/2025 | HB Wealth Management LLC | 212,447 | $8.94M | 0.1% | N/A | 0.135% | |
| 5/6/2025 | Assetmark Inc. | 640,405 | $26.94M | 0.1% | -2.6% | 0.408% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 30,949 | $1.30M | 0.5% | -42.2% | 0.020% | |
| 5/6/2025 | Cetera Investment Advisers | 62,794 | $2.64M | 0.0% | +55.2% | 0.040% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,429 | $270K | 0.0% | -8.5% | 0.004% | |
| 5/6/2025 | Brookwood Investment Group LLC | 6,550 | $275K | 0.0% | N/A | 0.004% | |
| 5/6/2025 | SpringVest Wealth Management LLC | 103,202 | $4.34M | 3.6% | +6.3% | 0.066% | |
| 5/6/2025 | AE Wealth Management LLC | 507,976 | $21.37M | 0.2% | +5.4% | 0.324% | |
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