| 5/30/2025 | Porter White Investment Advisors Inc. | 49,984 | $1.41M | 0.7% | N/A | 0.032% | |
| 5/22/2025 | BOS Asset Management LLC | 274,725 | $7.73M | 2.7% | +10.0% | 0.174% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 468,493 | $13.19M | 0.4% | -0.4% | 0.296% | |
| 5/20/2025 | Focus Partners Wealth | 2,283,031 | $64.27M | 0.2% | +14.2% | 1.444% | |
| 5/20/2025 | Integrity Alliance LLC. | 591,576 | $16.65M | 0.7% | N/A | 0.374% | |
| 5/19/2025 | SageView Advisory Group LLC | 56,933 | $1.60M | 0.1% | -0.9% | 0.036% | |
| 5/19/2025 | Advisory Alpha LLC | 103,002 | $2.90M | 0.1% | +49.6% | 0.065% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 83,605 | $2.35M | 0.9% | +76.1% | 0.053% | |
| 5/16/2025 | McIlrath & Eck LLC | 210,853 | $5.94M | 0.7% | +9.4% | 0.136% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 106,607 | $3.00M | 0.0% | +53.3% | 0.069% | |
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| 5/16/2025 | Jones Financial Companies Lllp | 55,775 | $1.57M | 0.0% | -6.5% | 0.036% | |
| 5/16/2025 | Plancorp LLC | 125,288 | $3.53M | 0.1% | N/A | 0.081% | |
| 5/16/2025 | NewEdge Advisors LLC | 880,716 | $24.79M | 0.1% | -13.1% | 0.569% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 90,003 | $2.53M | 0.0% | +0.9% | 0.058% | |
| 5/16/2025 | Investmark Advisory Group LLC | 47,295 | $1.33M | 0.7% | -3.8% | 0.031% | |
| 5/16/2025 | Jentner Corp | 747,798 | $21.05M | 6.3% | +0.5% | 0.483% | |
| 5/16/2025 | Ancora Advisors LLC | 159,153 | $4.48M | 0.1% | +11.5% | 0.103% | |
| 5/15/2025 | EP Wealth Advisors LLC | 2,028,357 | $57.10M | 0.5% | -5.7% | 1.309% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 980,782 | $27.61M | 0.4% | +36.4% | 0.633% | |
| 5/15/2025 | Flputnam Investment Management Co. | 91,450 | $2.57M | 0.0% | -51.8% | 0.059% | |
| 5/15/2025 | Royal Bank of Canada | 489,580 | $13.78M | 0.0% | +27.7% | 0.316% | |
| 5/15/2025 | Betterment LLC | 322,222 | $9.07M | 0.0% | +172.6% | 0.208% | |
| 5/15/2025 | MAI Capital Management | 63,475 | $1.79M | 0.0% | +50.1% | 0.041% | |
| 5/15/2025 | Tortoise Investment Management LLC | 197,029 | $5.55M | 0.6% | +16.7% | 0.127% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 47,618 | $1.34M | 1.0% | N/A | 0.031% | |
| 5/14/2025 | Triad Wealth Partners LLC | 20,052 | $564K | 0.2% | N/A | 0.013% | |
| 5/14/2025 | CreativeOne Wealth LLC | 13,761 | $387K | 0.0% | +40.5% | 0.009% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 35,596 | $1.00M | 0.1% | -4.5% | 0.023% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 98,173 | $2.76M | 0.4% | -59.4% | 0.063% | |
| 5/14/2025 | Freedom Investment Management Inc. | 294,261 | $8.28M | 0.7% | +0.1% | 0.190% | |
| 5/14/2025 | Kestra Advisory Services LLC | 285,360 | $8.03M | 0.0% | +2.8% | 0.184% | |
| 5/14/2025 | CW Advisors LLC | 11,872 | $334K | 0.0% | N/A | 0.008% | |
| 5/14/2025 | Arista Wealth Management LLC | 1,783,473 | $50.21M | 12.2% | +4.2% | 1.151% | |
| 5/13/2025 | Northern Trust Corp | 979,668 | $27.58M | 0.0% | +58.7% | 0.632% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,367,282 | $38.49M | 0.0% | +13.6% | 0.883% | |
| 5/13/2025 | Oder Investment Management LLC | 34,688 | $976K | 0.8% | +174.3% | 0.022% | |
| 5/13/2025 | Cresset Asset Management LLC | 7,919 | $223K | 0.0% | N/A | 0.005% | |
| 5/13/2025 | American Investment Services Inc. | 133,812 | $3.77M | 0.7% | +19.4% | 0.086% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 217,248 | $6.12M | 0.0% | +43.6% | 0.140% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 1,229,650 | $34.62M | 0.9% | +18.6% | 0.794% | |
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| 5/13/2025 | Evensky & Katz LLC | 103,113 | $2.90M | 0.2% | +80.8% | 0.067% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 7,430 | $209K | 0.2% | N/A | 0.005% | |
| 5/13/2025 | Ariadne Wealth Management LP | 29,851 | $830K | 0.4% | +188.9% | 0.019% | |
| 5/13/2025 | HighTower Advisors LLC | 440,182 | $12.39M | 0.0% | +6.0% | 0.284% | |
| 5/12/2025 | Mustard Seed Financial LLC | 40,112 | $1.13M | 0.9% | +5.4% | 0.026% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 126,274 | $3.56M | 0.0% | -22.2% | 0.082% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 23,989 | $676K | 0.1% | -91.3% | 0.015% | |
| 5/12/2025 | Aveo Capital Partners LLC | 198,503 | $5.39M | 0.9% | +6.3% | 0.128% | |
| 5/12/2025 | Berger Financial Group Inc | 7,768 | $219K | 0.0% | N/A | 0.005% | |
| 5/12/2025 | Truepoint Inc. | 988,399 | $27.82M | 0.8% | +55.9% | 0.638% | |
| 5/12/2025 | Savvy Advisors Inc. | 9,364 | $264K | 0.0% | +29.1% | 0.006% | |
| 5/12/2025 | AlphaCore Capital LLC | 16,552 | $466K | 0.0% | N/A | 0.011% | |
| 5/9/2025 | Keb Asset Management LLC | 207,616 | $5.84M | 1.7% | +70.4% | 0.134% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 502,340 | $13.63M | 0.4% | -0.8% | 0.324% | |
| 5/9/2025 | Pinney & Scofield Inc. | 139,641 | $3.93M | 2.8% | +32.1% | 0.090% | |
| 5/9/2025 | Navigoe LLC | 270,971 | $7.63M | 6.6% | +36.1% | 0.175% | |
| 5/9/2025 | Hemington Wealth Management | 55,284 | $1.56M | 0.2% | -62.7% | 0.036% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 62,818 | $1.77M | 0.5% | +3.6% | 0.041% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 1,256,966 | $35.38M | 1.3% | +16.6% | 0.811% | |
| 5/9/2025 | McMill Wealth Management | 53,479 | $1.51M | 0.5% | +55.8% | 0.035% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 15,338 | $432K | 0.3% | -28.6% | 0.010% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 9,799 | $276K | 0.2% | N/A | 0.006% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 17,411 | $490K | 0.0% | +21.2% | 0.011% | |
| 5/9/2025 | Advyzon Investment Management LLC | 73,912 | $2.08M | 0.8% | -15.3% | 0.048% | |
| 5/9/2025 | W.H. Cornerstone Investments Inc. | 94,321 | $2.66M | 1.8% | +59.0% | 0.061% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 222,139 | $6.25M | 1.8% | -18.3% | 0.143% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 29,436 | $829K | 0.2% | +16.3% | 0.019% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 898,166 | $25.28M | 0.0% | +5.1% | 0.580% | |
| 5/8/2025 | Altiora Financial Group LLC | 58,601 | $1.65M | 0.4% | -8.1% | 0.038% | |
| 5/8/2025 | Lindenwold Advisors INC | 25,557 | $719K | 0.4% | N/A | 0.016% | |
| 5/8/2025 | US Bancorp DE | 1,021 | $29K | 0.0% | -45.8% | 0.001% | |
| 5/8/2025 | Tillman Hartley LLC | 11,658 | $328K | 0.1% | -21.0% | 0.008% | |
| 5/8/2025 | Modera Wealth Management LLC | 2,936,778 | $82.67M | 1.1% | +1.9% | 1.896% | |
| 5/8/2025 | Aegis Wealth Management LLC | 59,347 | $1.67M | 1.0% | +6.3% | 0.038% | |
| 5/8/2025 | Arkadios Wealth Advisors | 10,448 | $294K | 0.0% | +25.5% | 0.007% | |
| 5/8/2025 | Squire Investment Management Company LLC | 17,147 | $483K | 0.2% | -25.9% | 0.011% | |
| 5/8/2025 | XTX Topco Ltd | 9,413 | $265K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 469,061 | $13.20M | 0.3% | -0.2% | 0.303% | |
| 5/7/2025 | Hurley Capital LLC | 5,443 | $153K | 0.1% | +7.5% | 0.004% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 321,308 | $9.05M | 0.8% | +4.9% | 0.207% | |
| 5/7/2025 | Schubert & Co | 51,834 | $1.46M | 1.0% | +13.2% | 0.033% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 23,665 | $666K | 0.1% | +5.2% | 0.015% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 20,934 | $589K | 0.1% | +6.9% | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 1,466,232 | $41.27M | 0.0% | +19.8% | 0.947% | |
| 5/7/2025 | Keyvantage Wealth LLC | 158,368 | $4.46M | 2.2% | +1,613.9% | 0.102% | |
| 5/7/2025 | HB Wealth Management LLC | 16,040 | $452K | 0.0% | N/A | 0.010% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 2,122,497 | $59.75M | 0.4% | +16.5% | 1.370% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 321,308 | $9.05M | 0.1% | +4.9% | 0.207% | |
| 5/6/2025 | Abel Hall LLC | 289,404 | $8.15M | 4.9% | +10.0% | 0.187% | |
| 5/6/2025 | Grove Street Fiduciary LLC | 43,757 | $1.23M | 0.6% | -21.9% | 0.028% | |
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| 5/6/2025 | Physician Wealth Solutions Inc. | 439,837 | $12.38M | 6.2% | -2.7% | 0.284% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 29,904 | $842K | 0.3% | -7.5% | 0.019% | |
| 5/5/2025 | Wealth Dimensions Group Ltd. | 437,060 | $12.30M | 2.9% | +13.6% | 0.282% | |
| 5/5/2025 | Aire Advisors LLC | 34,382 | $968K | 0.2% | +15.0% | 0.022% | |
| 5/5/2025 | Lauterbach Financial Advisors LLC | 19,368 | $545K | 0.3% | +6.1% | 0.013% | |
| 5/5/2025 | Aspen Capital Management LLC | 271,912 | $7.65M | 2.4% | N/A | 0.176% | |
| 5/5/2025 | Stordahl Capital Management Inc. | 872,297 | $24.56M | 5.8% | +3.9% | 0.563% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 14,372 | $405K | 0.0% | +59.5% | 0.009% | |
| 5/5/2025 | SNS Financial Group LLC | 96,082 | $2.71M | 0.3% | +21.4% | 0.062% | |
| 5/5/2025 | Keyes Stange & Wooten Wealth Management LLC | 17,448 | $491K | 0.3% | N/A | 0.011% | |
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