| 5/22/2025 | Rollins Financial Advisors LLC | 29,861 | $2.37M | 0.4% | +1.5% | 0.049% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 25,422 | $2.02M | 0.1% | +4.6% | 0.042% | |
| 5/20/2025 | Focus Partners Wealth | 2,370,981 | $188.19M | 0.5% | +0.9% | 3.909% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 316,107 | $25.09M | 0.0% | +3.8% | 0.521% | |
| 5/16/2025 | Jones Financial Companies Lllp | 6,594 | $523K | 0.0% | +138.1% | 0.011% | |
| 5/16/2025 | Rockport Wealth LLC | 34,057 | $2.70M | 1.0% | -1.9% | 0.056% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,996 | $873K | 0.0% | +5.0% | 0.018% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,142 | $726K | 0.0% | -3.9% | 0.015% | |
| 5/16/2025 | AQR Capital Management LLC | 7,867 | $624K | 0.0% | -15.4% | 0.013% | |
| 5/15/2025 | EP Wealth Advisors LLC | 51,155 | $4.06M | 0.0% | -1.7% | 0.084% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 6,914 | $549K | 0.0% | +40.5% | 0.011% | |
| 5/15/2025 | Royal Bank of Canada | 564,718 | $44.82M | 0.0% | -0.1% | 0.931% | |
| 5/15/2025 | MAI Capital Management | 245,136 | $19.46M | 0.1% | -6.9% | 0.404% | |
| 5/15/2025 | Baird Financial Group Inc. | 319,451 | $25.36M | 0.0% | -2.7% | 0.527% | |
| 5/14/2025 | Comerica Bank | 58,792 | $4.67M | 0.0% | -1.5% | 0.097% | |
| 5/14/2025 | Synovus Financial Corp | 7,381 | $586K | 0.0% | -7.4% | 0.012% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 158,893 | $12.61M | 0.0% | +3.2% | 0.262% | |
| 5/14/2025 | Kestra Advisory Services LLC | 164,006 | $13.02M | 0.1% | +2.8% | 0.270% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,429,688 | $113.31M | 0.0% | -19.4% | 2.357% | |
| 5/14/2025 | CW Advisors LLC | 57,290 | $4.55M | 0.1% | -6.2% | 0.094% | |
| 5/14/2025 | GM Advisory Group LLC | 5,950 | $472K | 0.0% | +2.4% | 0.010% | |
| 5/14/2025 | Vertex Planning Partners LLC | 2,530 | $201K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | Cascade Financial Partners LLC | 17,069 | $1.36M | 0.2% | -2.9% | 0.028% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 191,871 | $15.23M | 0.1% | -1.3% | 0.316% | |
| 5/13/2025 | Raymond James Financial Inc. | 559,604 | $44.42M | 0.0% | -3.5% | 0.923% | |
| 5/13/2025 | Cresset Asset Management LLC | 45,664 | $3.62M | 0.0% | +0.3% | 0.075% | |
| 5/13/2025 | HighTower Advisors LLC | 157,284 | $12.48M | 0.0% | -2.4% | 0.259% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 6,290 | $499K | 0.0% | -18.2% | 0.010% | |
| 5/12/2025 | Linscomb Wealth Inc. | 47,204 | $3.75M | 0.2% | -2.3% | 0.078% | |
| 5/12/2025 | First American Trust FSB | 124,372 | $9.87M | 0.9% | +6.1% | 0.205% | |
| 5/12/2025 | Berger Financial Group Inc | 34,521 | $2.74M | 0.2% | -0.8% | 0.057% | |
| 5/12/2025 | Avant Capital LLC | 32,049 | $2.54M | 2.1% | +6.6% | 0.053% | |
| 5/12/2025 | Founders Financial Alliance LLC | 22,059 | $1.75M | 0.4% | +10.1% | 0.037% | |
| 5/12/2025 | Bristlecone Advisors LLC | 219,464 | $17.42M | 1.4% | -4.5% | 0.365% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 30,534 | $2.42M | 1.0% | N/A | 0.051% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 25,513 | $1.98M | 0.1% | -11.3% | 0.042% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 3,592 | $285K | 0.0% | -6.2% | 0.006% | |
| 5/9/2025 | Wealthspire Advisors LLC | 40,695 | $3.23M | 0.0% | +40.2% | 0.068% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 32,855 | $2.61M | 0.0% | -31.0% | 0.055% | |
| 5/9/2025 | Costello Asset Management INC | 911 | $72K | 0.0% | N/A | 0.002% | |
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| 5/9/2025 | Cary Street Partners Financial LLC | 3,490 | $277K | 0.0% | +12.8% | 0.006% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 863,812 | $68.56M | 0.1% | +10.4% | 1.436% | |
| 5/9/2025 | Novus Advisors LLC | 4,810 | $382K | 0.4% | N/A | 0.008% | |
| 5/9/2025 | Cheviot Value Management LLC | 974 | $76K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,892,481 | $308.95M | 0.2% | -0.4% | 6.471% | |
| 5/8/2025 | IFG Advisory LLC | 48,062 | $3.82M | 0.2% | -0.7% | 0.080% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 108,358 | $8.60M | 2.8% | +1.6% | 0.180% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 54,897 | $4.36M | 0.4% | -0.3% | 0.091% | |
| 5/8/2025 | MONECO Advisors LLC | 9,601 | $762K | 0.1% | +4.5% | 0.016% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,633 | $209K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Harbour Investments Inc. | 4,082 | $324K | 0.0% | +38.7% | 0.007% | |
| 5/8/2025 | Lee Kelleher Wealth Management | 318,315 | $25.27M | 18.6% | +3.4% | 0.529% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 7,973 | $633K | 0.3% | -6.7% | 0.013% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 23,622 | $1.88M | 0.0% | +100.0% | 0.039% | |
| 5/8/2025 | FSA Advisors Inc. | 7,934 | $630K | 0.5% | -30.4% | 0.013% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 56,099 | $4.45M | 0.1% | +130.8% | 0.093% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 55,579 | $4.41M | 0.9% | +4.9% | 0.092% | |
| 5/7/2025 | LPL Financial LLC | 3,459,506 | $274.58M | 0.1% | +16.7% | 5.751% | |
| 5/7/2025 | HB Wealth Management LLC | 17,352 | $1.38M | 0.0% | -4.0% | 0.029% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 134,297 | $10.66M | 1.5% | N/A | 0.223% | |
| 5/7/2025 | Trilogy Capital Inc. | 1,177,539 | $93.46M | 4.9% | N/A | 1.958% | |
| 5/6/2025 | Assetmark Inc. | 46,382 | $3.68M | 0.0% | -0.4% | 0.077% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 10,002 | $794K | 0.4% | -1.9% | 0.017% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 2,724 | $216K | 0.1% | -9.3% | 0.005% | |
| 5/6/2025 | Cetera Investment Advisers | 643,025 | $51.04M | 0.1% | -11.2% | 1.069% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 31,718 | $2.52M | 0.0% | +6.3% | 0.053% | |
| 5/6/2025 | Brookwood Investment Group LLC | 2,998 | $238K | 0.0% | N/A | 0.005% | |
| 5/6/2025 | Kovack Advisors Inc. | 3,375 | $268K | 0.0% | -43.6% | 0.006% | |
| 5/6/2025 | AE Wealth Management LLC | 4,881 | $387K | 0.0% | -7.6% | 0.008% | |
| 5/6/2025 | Advisors Preferred LLC | 6,693 | $531K | 0.1% | -94.0% | 0.011% | |
| 5/6/2025 | Vestor Capital LLC | 13,024 | $1.03M | 0.1% | +10.5% | 0.022% | |
| 5/6/2025 | Choreo LLC | 21,030 | $1.67M | 0.0% | -3.1% | 0.035% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 16,082 | $1.28M | 0.6% | -2.3% | 0.027% | |
| 5/6/2025 | PFG Advisors | 15,176 | $1.21M | 0.1% | +215.4% | 0.025% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 5,044 | $400K | 0.2% | -9.7% | 0.008% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 61,933 | $4.92M | 0.1% | +1.5% | 0.103% | |
| 5/5/2025 | Resurgent Financial Advisors LLC | 22,014 | $1.75M | 1.0% | -0.9% | 0.037% | |
| 5/5/2025 | Private Advisor Group LLC | 250,907 | $19.92M | 0.1% | +6.9% | 0.417% | |
| 5/5/2025 | Transce3nd LLC | 791 | $63K | 0.0% | -20.3% | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 5,727 | $455K | 0.0% | -2.6% | 0.010% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 3,152 | $242K | 0.0% | N/A | 0.005% | |
| 5/2/2025 | Future You Wealth LLC | 181,519 | $14.41M | 9.2% | +25.9% | 0.302% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 3,198 | $254K | 0.0% | -7.8% | 0.005% | |
| 5/2/2025 | Sigma Planning Corp | 53,493 | $4.25M | 0.1% | -1.4% | 0.089% | |
| 5/1/2025 | Key Financial Inc | 96,859 | $7.69M | 1.7% | -1.5% | 0.161% | |
| 5/1/2025 | CWM LLC | 9,928 | $788K | 0.0% | +133.8% | 0.017% | |
| 5/1/2025 | TruNorth Capital Management LLC | 4,853 | $385K | 0.1% | N/A | 0.008% | |
| 5/1/2025 | ARK & TLK Investments LLC | 5,764 | $457K | 0.2% | -7.2% | 0.010% | |
| 4/30/2025 | FIDELIS iM LLC | 236,179 | $18.75M | 8.7% | +42.7% | 0.393% | |
| 4/30/2025 | Cerity Partners LLC | 37,873 | $3.01M | 0.0% | +9.4% | 0.063% | |
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| 4/30/2025 | Moloney Securities Asset Management LLC | 13,976 | $1.11M | 0.1% | +12.0% | 0.023% | |
| 4/30/2025 | Principal Securities Inc. | 8,867 | $690K | 0.0% | +18.6% | 0.015% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 384,103 | $30.49M | 0.5% | -8.9% | 0.639% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 105,688 | $8.39M | 0.5% | +1.6% | 0.176% | |
| 4/29/2025 | Fairway Wealth LLC | 259,033 | $20.56M | 6.3% | +16.3% | 0.431% | |
| 4/29/2025 | Financial Counselors Inc. | 3,982 | $316K | 0.0% | -4.5% | 0.007% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 597,464 | $47.42M | 0.0% | +7.8% | 0.993% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 68,716 | $5.45M | 0.1% | +1,657.0% | 0.114% | |
| 4/29/2025 | Bank of New York Mellon Corp | 53,354 | $4.24M | 0.0% | +793.4% | 0.089% | |
| 4/29/2025 | Element Wealth LLC | 8,026 | $637K | 0.3% | -1.9% | 0.013% | |
