| 6/11/2025 | Kondo Wealth Advisors Inc. | 250,243 | $11.89M | 5.9% | +8.1% | 0.258% | |
| 6/6/2025 | Blue Oak Capital LLC | 105,739 | $5.03M | 2.8% | +50.8% | 0.112% | |
| 6/3/2025 | Invst LLC | 38,872 | $1.85M | 0.3% | +64.8% | 0.041% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 42,247 | $2.01M | 1.0% | N/A | 0.045% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 106,478 | $5.06M | 2.9% | +37.9% | 0.113% | |
| 5/22/2025 | BOS Asset Management LLC | 45,349 | $2.16M | 0.7% | +28.9% | 0.048% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 12,866 | $611K | 0.0% | +61.0% | 0.014% | |
| 5/20/2025 | Focus Partners Wealth | 3,630,430 | $172.52M | 0.4% | +8.7% | 3.860% | |
| 5/20/2025 | Integrity Alliance LLC. | 446,583 | $21.22M | 0.8% | N/A | 0.475% | |
| 5/19/2025 | Jane Street Group LLC | 140,878 | $6.70M | 0.0% | +290.0% | 0.150% | |
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| 5/19/2025 | Client 1ST Advisory Group LLC | 290,288 | $13.79M | 5.4% | -0.7% | 0.309% | |
| 5/16/2025 | McIlrath & Eck LLC | 564,285 | $26.82M | 3.3% | +37.5% | 0.610% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 6,856 | $326K | 0.0% | +13.2% | 0.007% | |
| 5/16/2025 | Kestra Investment Management LLC | 24,490 | $1.16M | 0.0% | +12,789.5% | 0.026% | |
| 5/16/2025 | Jones Financial Companies Lllp | 58,908 | $2.80M | 0.0% | +3,492.0% | 0.064% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 10,816 | $514K | 0.3% | -10.7% | 0.012% | |
| 5/16/2025 | Plancorp LLC | 6,672 | $317K | 0.0% | +36.1% | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,074 | $99K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 317,897 | $15.11M | 0.2% | +8.7% | 0.343% | |
| 5/16/2025 | Hancock Whitney Corp | 22,363 | $1.06M | 0.0% | N/A | 0.024% | |
| 5/16/2025 | Copperleaf Capital LLC | 18,620 | $885K | 0.5% | -6.4% | 0.020% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 2,635,580 | $125.24M | 10.6% | +1.7% | 2.848% | |
| 5/16/2025 | AQR Capital Management LLC | 51,462 | $2.45M | 0.0% | +26.2% | 0.056% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 3,483,685 | $165.55M | 2.5% | +17.0% | 3.764% | |
| 5/15/2025 | Royal Bank of Canada | 415,278 | $19.73M | 0.0% | +181.1% | 0.449% | |
| 5/15/2025 | Betterment LLC | 218,719 | $10.39M | 0.0% | +3.2% | 0.236% | |
| 5/15/2025 | OLD Mission Capital LLC | 23,938 | $1.14M | 0.0% | N/A | 0.026% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 127,404 | $6.05M | 4.4% | +116.6% | 0.138% | |
| 5/15/2025 | Tortoise Investment Management LLC | 144,574 | $6.87M | 0.7% | -0.3% | 0.156% | |
| 5/14/2025 | CreativeOne Wealth LLC | 101,075 | $4.80M | 0.1% | +19.3% | 0.109% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 32,823 | $1.56M | 0.6% | +0.9% | 0.035% | |
| 5/14/2025 | Wolfstich Capital LLC | 243,430 | $11.31M | 0.6% | -13.3% | 0.263% | |
| 5/14/2025 | Comerica Bank | 6,901 | $328K | 0.0% | +16.1% | 0.007% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 393,522 | $18.70M | 1.3% | -8.2% | 0.425% | |
| 5/14/2025 | Kestra Advisory Services LLC | 51,699 | $2.46M | 0.0% | +9.7% | 0.056% | |
| 5/14/2025 | Flow Traders U.S. LLC | 29,514 | $1.40M | 0.1% | N/A | 0.032% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 33,380 | $1.59M | 1.1% | -15.5% | 0.036% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 15,323 | $728K | 0.5% | -18.0% | 0.017% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 168,928 | $8.03M | 0.1% | -0.5% | 0.183% | |
| 5/13/2025 | American Investment Services Inc. | 38,230 | $1.82M | 0.3% | +5.9% | 0.041% | |
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| 5/13/2025 | EverSource Wealth Advisors LLC | 33,454 | $1.59M | 0.1% | +21.0% | 0.036% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 272,980 | $12.97M | 0.3% | +3.2% | 0.295% | |
| 5/13/2025 | HighTower Advisors LLC | 1,770,257 | $84.12M | 0.1% | +4.2% | 1.913% | |
| 5/13/2025 | Sterling Wealth Advisors Inc | 525,014 | $24.95M | 19.2% | +3.2% | 0.567% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 295,888 | $14.08M | 1.1% | +7.9% | 0.320% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 88,516 | $4.21M | 3.3% | +32.7% | 0.096% | |
| 5/12/2025 | Townsquare Capital LLC | 30,913 | $1.47M | 0.0% | N/A | 0.033% | |
| 5/12/2025 | One Degree Advisors Inc | 255,921 | $12.16M | 5.0% | +1.5% | 0.277% | |
| 5/9/2025 | Solutions 4 Wealth Ltd | 41,768 | $1.99M | 3.5% | -9.4% | 0.045% | |
| 5/9/2025 | Keb Asset Management LLC | 14,176 | $674K | 0.2% | +97.8% | 0.015% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 148,626 | $7.08M | 0.2% | +9.6% | 0.161% | |
| 5/9/2025 | Geometric Wealth Advisors | 11,311 | $537K | 0.1% | -13.5% | 0.012% | |
| 5/9/2025 | Hemington Wealth Management | 557,941 | $26.51M | 4.1% | +131.8% | 0.603% | |
| 5/9/2025 | Warburton Capital Management LLC | 5,951 | $282K | 0.2% | +29.7% | 0.006% | |
| 5/9/2025 | PrairieView Partners LLC | 70,074 | $3.33M | 0.3% | +237.8% | 0.076% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 21,885 | $1.04M | 0.0% | +24.7% | 0.024% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 9,491 | $451K | 0.0% | +22.1% | 0.010% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 51,616 | $2.45M | 0.7% | +12.4% | 0.056% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 967,975 | $46.00M | 0.1% | +3.2% | 1.046% | |
| 5/9/2025 | Beta Wealth Group Inc. | 87,320 | $4.15M | 1.5% | -12.3% | 0.094% | |
| 5/8/2025 | Altiora Financial Group LLC | 927,418 | $44.07M | 9.4% | +19.0% | 1.002% | |
| 5/8/2025 | Tillman Hartley LLC | 276,324 | $13.13M | 3.8% | +32.2% | 0.299% | |
| 5/8/2025 | Modera Wealth Management LLC | 32,501 | $1.54M | 0.0% | +13.2% | 0.035% | |
| 5/8/2025 | Aegis Wealth Management LLC | 33,458 | $1.59M | 0.9% | +0.8% | 0.036% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 75,251 | $3.58M | 2.0% | +12.7% | 0.081% | |
| 5/8/2025 | Squire Investment Management Company LLC | 107,085 | $5.09M | 2.1% | +11.0% | 0.116% | |
| 5/8/2025 | Meredith Wealth Planning | 60,712 | $2.89M | 1.3% | +8.8% | 0.066% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 10,814 | $514K | 0.0% | N/A | 0.012% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 26,748 | $1.27M | 0.3% | N/A | 0.029% | |
| 5/7/2025 | Passive Capital Management LLC. | 170,356 | $8.10M | 2.5% | +50.2% | 0.184% | |
| 5/7/2025 | LPL Financial LLC | 256,502 | $12.19M | 0.0% | +10.0% | 0.277% | |
| 5/7/2025 | Security Financial Services INC. | 4,279 | $203K | 0.0% | N/A | 0.005% | |
| 5/7/2025 | HB Wealth Management LLC | 9,457 | $449K | 0.0% | N/A | 0.010% | |
| 5/7/2025 | Keystone Financial Group Inc. | 80,812 | $3.85M | 2.7% | +18.9% | 0.087% | |
| 5/6/2025 | Assetmark Inc. | 1,275,121 | $60.59M | 0.2% | -3.0% | 1.378% | |
| 5/6/2025 | Cetera Investment Advisers | 51,752 | $2.46M | 0.0% | +38.9% | 0.056% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 16,247 | $772K | 0.0% | -6.7% | 0.018% | |
| 5/6/2025 | Brookwood Investment Group LLC | 11,745 | $558K | 0.1% | N/A | 0.013% | |
| 5/6/2025 | SpringVest Wealth Management LLC | 31,519 | $1.50M | 1.2% | +24.8% | 0.034% | |
| 5/6/2025 | Abel Hall LLC | 6,545 | $311K | 0.2% | +50.9% | 0.007% | |
| 5/6/2025 | Burney Co. | 111,137 | $5.28M | 0.2% | -11.7% | 0.120% | |
| 5/6/2025 | WorthPointe LLC | 24,355 | $1.16M | 0.5% | +42.8% | 0.026% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 82,680 | $3.93M | 3.1% | -3.2% | 0.089% | |
| 5/6/2025 | PFG Advisors | 34,086 | $1.62M | 0.1% | -2.0% | 0.037% | |
| 5/5/2025 | Arcadia Wealth Management LLC | 46,331 | $2.20M | 1.1% | +1.0% | 0.050% | |
| 5/5/2025 | Millstone Evans Group LLC | 22,365 | $1.06M | 0.7% | +5.5% | 0.024% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 80,062 | $3.81M | 3.0% | +5.4% | 0.087% | |
| 5/5/2025 | IFP Advisors Inc | 266,740 | $12.68M | 0.4% | -10.6% | 0.288% | |
| 5/5/2025 | Aspen Capital Management LLC | 36,550 | $1.74M | 0.6% | N/A | 0.039% | |
| 5/5/2025 | TAGStone Capital Inc. | 14,353 | $682K | 0.3% | -3.8% | 0.016% | |
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| 5/5/2025 | Keyes Stange & Wooten Wealth Management LLC | 508,190 | $24.15M | 13.7% | +8.2% | 0.549% | |
| 5/5/2025 | Allegiance Financial Group Advisory Services LLC | 351,693 | $16.71M | 5.1% | +12.4% | 0.380% | |
| 5/5/2025 | Private Advisor Group LLC | 91,774 | $4.36M | 0.0% | +9.4% | 0.099% | |
| 5/5/2025 | Nwam LLC | 15,753 | $749K | 0.1% | +2.2% | 0.017% | |
| 5/5/2025 | Wolfstich Capital LLC | 3,264 | $155K | 0.0% | -98.8% | 0.004% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 207,597 | $9.87M | 3.2% | +10.7% | 0.224% | |
| 5/5/2025 | JDH Wealth Management LLC | 14,571 | $692K | 0.6% | +36.3% | 0.016% | |
| 5/2/2025 | Forum Financial Management LP | 23,467 | $1.12M | 0.0% | -38.4% | 0.025% | |
| 5/2/2025 | Kooman & Associates | 125,168 | $5.95M | 2.2% | -4.1% | 0.135% | |
| 5/2/2025 | Concord Wealth Partners | 164,761 | $7.83M | 1.3% | +7.2% | 0.178% | |
