| 6/11/2025 | Kondo Wealth Advisors Inc. | 180,921 | $7.12M | 3.5% | -1.1% | 0.066% | |
| 6/6/2025 | Blue Oak Capital LLC | 122,001 | $4.80M | 2.7% | +18.5% | 0.045% | |
| 6/3/2025 | Invst LLC | 453,247 | $17.84M | 2.4% | N/A | 0.166% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 110,681 | $4.36M | 2.2% | N/A | 0.040% | |
| 5/29/2025 | Apeiron RIA LLC | 329,992 | $12.99M | 3.9% | +1.3% | 0.121% | |
| 5/23/2025 | Strategic Financial Services Inc. | 856,439 | $33.71M | 2.0% | +1.1% | 0.313% | |
| 5/20/2025 | Focus Partners Wealth | 12,243,964 | $481.92M | 1.2% | +5.5% | 4.473% | |
| 5/19/2025 | Jane Street Group LLC | 2,072,737 | $81.58M | 0.0% | N/A | 0.757% | |
| 5/19/2025 | Advisory Alpha LLC | 88,604 | $3.49M | 0.1% | -3.2% | 0.032% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 635,391 | $24.40M | 8.8% | +5.8% | 0.232% | |
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| 5/16/2025 | Faithward Advisors LLC | 7,515 | $296K | 0.1% | +11.6% | 0.003% | |
| 5/16/2025 | Kestra Investment Management LLC | 2,407,903 | $94.78M | 3.0% | +63.0% | 0.984% | |
| 5/16/2025 | Jones Financial Companies Lllp | 311,334 | $11.40M | 0.0% | -26.2% | 0.127% | |
| 5/16/2025 | Plancorp LLC | 2,915,116 | $114.74M | 4.5% | +7.1% | 1.191% | |
| 5/16/2025 | NewEdge Advisors LLC | 43,059 | $1.70M | 0.0% | -9.8% | 0.018% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 271,087 | $10.67M | 0.1% | -0.2% | 0.111% | |
| 5/16/2025 | Investmark Advisory Group LLC | 90,917 | $3.58M | 1.8% | -5.9% | 0.037% | |
| 5/16/2025 | Jentner Corp | 43,241 | $1.70M | 0.5% | -20.5% | 0.018% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 1,190,181 | $46.85M | 4.0% | +1.3% | 0.486% | |
| 5/16/2025 | AQR Capital Management LLC | 109,219 | $4.30M | 0.0% | +26.3% | 0.045% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,007,183 | $118.36M | 0.9% | +12.8% | 1.228% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,592,080 | $220.10M | 3.3% | +4.0% | 2.284% | |
| 5/15/2025 | Royal Bank of Canada | 1,204,174 | $47.40M | 0.0% | +21.1% | 0.492% | |
| 5/15/2025 | Betterment LLC | 104,013 | $4.09M | 0.0% | -7.3% | 0.042% | |
| 5/15/2025 | MAI Capital Management | 44,110 | $1.74M | 0.0% | +7.2% | 0.018% | |
| 5/15/2025 | Trace Wealth Advisors LLC | 44,424 | $1.75M | 1.6% | +2.6% | 0.018% | |
| 5/15/2025 | Baird Financial Group Inc. | 125,558 | $4.94M | 0.0% | +296.7% | 0.051% | |
| 5/15/2025 | OLD Mission Capital LLC | 226,752 | $8.93M | 0.1% | N/A | 0.093% | |
| 5/15/2025 | Tortoise Investment Management LLC | 174,002 | $6.85M | 0.7% | +6.8% | 0.071% | |
| 5/14/2025 | RB Capital Management LLC | 21,959 | $864K | 0.2% | +6.0% | 0.009% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 9,476 | $373K | 0.1% | -49.3% | 0.004% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 59,623 | $2.35M | 0.3% | N/A | 0.024% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 7,991 | $315K | 0.1% | -23.5% | 0.003% | |
| 5/14/2025 | Jane Street Group LLC | 2,072,737 | $81.58M | 0.0% | N/A | 0.847% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 644,675 | $25.37M | 3.5% | -2.2% | 0.263% | |
| 5/14/2025 | Comerica Bank | 28,248 | $1.11M | 0.0% | +7.1% | 0.012% | |
| 5/14/2025 | Freedom Investment Management Inc. | 60,663 | $2.39M | 0.2% | -1.5% | 0.025% | |
| 5/14/2025 | B&D White Capital Company LLC | 269,713 | $10.61M | 1.5% | N/A | 0.110% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 17,833 | $708K | 0.1% | +9.4% | 0.007% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,386,230 | $54.56M | 0.0% | +26.3% | 0.566% | |
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| 5/14/2025 | Sax Wealth Advisors LLC | 503,075 | $19.80M | 1.4% | +14.4% | 0.206% | |
| 5/14/2025 | Kestra Advisory Services LLC | 258,154 | $10.16M | 0.0% | -11.7% | 0.105% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 424,098 | $16.69M | 1.7% | +1.5% | 0.173% | |
| 5/14/2025 | Compound Planning Inc. | 267,912 | $10.55M | 0.5% | N/A | 0.109% | |
| 5/14/2025 | CW Advisors LLC | 11,043 | $437K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 26,346 | $1.04M | 0.1% | +5.4% | 0.011% | |
| 5/14/2025 | GDS Wealth Management | 8,951 | $352K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Capital Analysts LLC | 166,503 | $6.55M | 0.2% | +203.1% | 0.068% | |
| 5/14/2025 | Heritage Financial Services LLC | 8,646 | $340K | 0.0% | -31.6% | 0.004% | |
| 5/14/2025 | JT Stratford LLC | 19,968 | $786K | 0.1% | -36.3% | 0.008% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 40,791 | $1.61M | 0.3% | +22.7% | 0.017% | |
| 5/13/2025 | Northern Trust Corp | 6,915,313 | $272.19M | 0.0% | +3.0% | 2.825% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 125,613 | $4.94M | 0.0% | +7.3% | 0.051% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,241,547 | $127.59M | 0.0% | +16.1% | 1.324% | |
| 5/13/2025 | Cowa LLC | 327,043 | $12.83M | 5.4% | -11.9% | 0.134% | |
| 5/13/2025 | Cresset Asset Management LLC | 61,715 | $2.43M | 0.0% | +3.3% | 0.025% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 730,536 | $28.75M | 0.7% | -10.7% | 0.298% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 5,739 | $226K | 0.1% | N/A | 0.002% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,417,716 | $55.80M | 0.3% | +3.0% | 0.579% | |
| 5/13/2025 | Callan Family Office LLC | 24,350 | $958K | 0.1% | N/A | 0.010% | |
| 5/13/2025 | HighTower Advisors LLC | 3,340,244 | $131.47M | 0.2% | -1.6% | 1.364% | |
| 5/12/2025 | Mustard Seed Financial LLC | 18,620 | $733K | 0.6% | -5.0% | 0.008% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 112,443 | $4.43M | 0.0% | -18.9% | 0.046% | |
| 5/12/2025 | SouthState Corp | 857 | $34K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Aveo Capital Partners LLC | 164,140 | $6.64M | 1.1% | +9.9% | 0.067% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 32,701 | $1.29M | 0.2% | +6.2% | 0.013% | |
| 5/12/2025 | Berger Financial Group Inc | 27,519 | $1.08M | 0.1% | +3.5% | 0.011% | |
| 5/12/2025 | Johnson Financial Group LLC | 8,649 | $340K | 0.0% | N/A | 0.004% | |
| 5/12/2025 | First Western Trust Bank | 19,497 | $767K | 0.0% | -15.3% | 0.008% | |
| 5/12/2025 | Townsquare Capital LLC | 21,330 | $840K | 0.0% | +20.9% | 0.009% | |
| 5/12/2025 | AlphaCore Capital LLC | 7,565 | $298K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Beacon Harbor Wealth Advisors Inc. | 97,230 | $3.83M | 0.9% | -0.4% | 0.040% | |
| 5/9/2025 | Keb Asset Management LLC | 811,484 | $31.94M | 9.1% | +1.9% | 0.331% | |
| 5/9/2025 | VeraBank N.A. | 163,492 | $6.44M | 1.8% | +19.3% | 0.067% | |
| 5/9/2025 | Pinney & Scofield Inc. | 425,148 | $16.73M | 12.1% | +2.8% | 0.174% | |
| 5/9/2025 | Navigoe LLC | 390,610 | $15.37M | 13.3% | -0.1% | 0.160% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 12,236 | $482K | 0.0% | +10.1% | 0.005% | |
| 5/9/2025 | Hemington Wealth Management | 11,582 | $455K | 0.1% | -5.0% | 0.005% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 694,240 | $27.33M | 1.0% | +6.8% | 0.284% | |
| 5/9/2025 | PrairieView Partners LLC | 17,700 | $696K | 0.1% | +7.6% | 0.007% | |
| 5/9/2025 | McMill Wealth Management | 498,288 | $19.61M | 7.1% | +10.4% | 0.204% | |
| 5/9/2025 | Wealthspire Advisors LLC | 103,896 | $4.09M | 0.0% | -1.2% | 0.042% | |
| 5/9/2025 | Financial Connections Group Inc. | 296,570 | $11.67M | 5.3% | +11.2% | 0.121% | |
| 5/9/2025 | Empower Advisory Group LLC | 6,493 | $256K | 0.0% | -26.1% | 0.003% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 4,959 | $195K | 0.0% | -13.0% | 0.002% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 156,436 | $6.16M | 1.8% | -3.5% | 0.064% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 565,892 | $22.27M | 4.9% | +0.4% | 0.231% | |
| 5/9/2025 | Beta Wealth Group Inc. | 8,846 | $348K | 0.1% | -8.1% | 0.004% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 7,291,842 | $287.01M | 0.2% | +3.9% | 2.979% | |
| 5/8/2025 | Altiora Financial Group LLC | 187,869 | $7.40M | 1.6% | -0.2% | 0.077% | |
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| 5/8/2025 | Certified Advisory Corp | 125,180 | $4.93M | 0.6% | +2.7% | 0.051% | |
| 5/8/2025 | Tarbox Family Office Inc. | 11,789 | $464K | 0.1% | -8.9% | 0.005% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,858,815 | $73.16M | 1.9% | +1.1% | 0.759% | |
| 5/8/2025 | Tillman Hartley LLC | 309,446 | $12.18M | 3.5% | -5.4% | 0.126% | |
| 5/8/2025 | Natixis Advisors LLC | 20,600 | $811K | 0.0% | +104.2% | 0.008% | |
| 5/8/2025 | Modera Wealth Management LLC | 2,551,604 | $100.43M | 1.4% | -1.5% | 1.042% | |
| 5/8/2025 | TFO Wealth Partners LLC | 37,182 | $1.46M | 0.3% | -6.8% | 0.015% | |
| 5/8/2025 | Squire Investment Management Company LLC | 384,394 | $15.13M | 6.3% | +0.3% | 0.157% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 167,825 | $6.61M | 0.5% | -18.0% | 0.069% | |
| 5/7/2025 | Schubert & Co | 70,901 | $2.79M | 1.9% | +11.9% | 0.029% | |
