| 5/20/2025 | Glenview Trust co | 2,565,371 | $96.18M | 1.9% | +1.7% | 2.962% | |
| 5/20/2025 | Aspen Investment Management Inc | 14,870 | $557K | 0.3% | -2.6% | 0.017% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 5,785 | $212K | 0.0% | +54.3% | 0.007% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 212,919 | $7.98M | 0.3% | -1.0% | 0.247% | |
| 5/16/2025 | Jones Financial Companies Lllp | 168,355 | $6.31M | 0.0% | +353.2% | 0.195% | |
| 5/16/2025 | National Wealth Management Group LLC | 6,828 | $256K | 0.2% | N/A | 0.008% | |
| 5/16/2025 | Hancock Whitney Corp | 45,617 | $1.71M | 0.1% | +5.3% | 0.053% | |
| 5/16/2025 | AlTi Global Inc. | 3,019,391 | $113.20M | 3.0% | -8.2% | 3.500% | |
| 5/15/2025 | Flputnam Investment Management Co. | 84,919 | $3.18M | 0.1% | N/A | 0.098% | |
| 5/15/2025 | Royal Bank of Canada | 1,453,402 | $54.49M | 0.0% | +10.6% | 1.685% | |
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| 5/15/2025 | Betterment LLC | 39,216 | $1.47M | 0.0% | -4.1% | 0.045% | |
| 5/15/2025 | Baird Financial Group Inc. | 83,311 | $3.12M | 0.0% | +185.1% | 0.097% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 161,804 | $6.07M | 0.9% | +4.1% | 0.188% | |
| 5/15/2025 | Beck Bode LLC | 19,193 | $720K | 0.1% | -14.1% | 0.022% | |
| 5/14/2025 | Comerica Bank | 172,695 | $6.47M | 0.0% | -2.8% | 0.200% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 11,156 | $418K | 0.1% | -3.7% | 0.013% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,402 | $352K | 0.0% | +67.7% | 0.011% | |
| 5/14/2025 | Kestra Advisory Services LLC | 265,977 | $9.97M | 0.0% | +0.3% | 0.308% | |
| 5/14/2025 | Compound Planning Inc. | 11,724 | $440K | 0.0% | +6.4% | 0.014% | |
| 5/14/2025 | CW Advisors LLC | 53,420 | $2.00M | 0.0% | N/A | 0.062% | |
| 5/14/2025 | Capital Analysts LLC | 15,845 | $594K | 0.0% | +8.0% | 0.018% | |
| 5/14/2025 | Disciplina Capital Management LLC | 628,878 | $23.58M | 3.4% | +12.1% | 0.729% | |
| 5/14/2025 | Forefront Analytics LLC | 13,282 | $498K | 0.6% | -93.9% | 0.015% | |
| 5/14/2025 | Lee Financial Co | 763,885 | $28.64M | 4.4% | -0.6% | 0.886% | |
| 5/13/2025 | Tyler Stone Wealth Management | 7,514 | $282K | 0.1% | +23.4% | 0.009% | |
| 5/13/2025 | Raymond James Financial Inc. | 621,546 | $23.30M | 0.0% | +6.1% | 0.721% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 1,082,526 | $40.58M | 28.2% | -7.0% | 1.255% | |
| 5/13/2025 | Cresset Asset Management LLC | 2,256,786 | $84.61M | 0.4% | +4.9% | 2.616% | |
| 5/13/2025 | HighTower Advisors LLC | 199,622 | $7.48M | 0.0% | -6.6% | 0.231% | |
| 5/12/2025 | Aveo Capital Partners LLC | 13,267 | $485K | 0.1% | N/A | 0.015% | |
| 5/12/2025 | Benjamin Edwards Inc. | 103,632 | $3.89M | 0.1% | +95.1% | 0.120% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 955,526 | $35.82M | 4.5% | -0.8% | 1.108% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 117,309 | $4.29M | 0.1% | +0.3% | 0.136% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 5,790 | $217K | 0.1% | -7.3% | 0.007% | |
| 5/9/2025 | Wealthspire Advisors LLC | 2,067,556 | $77.51M | 0.5% | +2.0% | 2.397% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 40,018 | $1.50M | 0.0% | -11.7% | 0.046% | |
| 5/9/2025 | Encompass More Asset Management | 58,911 | $2.21M | 0.7% | +3.5% | 0.068% | |
| 5/9/2025 | Blair William & Co. IL | 11,033 | $414K | 0.0% | +11.6% | 0.013% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 16,585 | $622K | 0.0% | +99.7% | 0.019% | |
| 5/8/2025 | Moors & Cabot Inc. | 18,531 | $695K | 0.0% | +2.1% | 0.021% | |
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| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,569 | $209K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | Harbour Investments Inc. | 30,501 | $1.14M | 0.0% | +18.0% | 0.035% | |
| 5/8/2025 | Private Advisory Group LLC | 23,458 | $879K | 0.1% | +288.0% | 0.027% | |
| 5/8/2025 | Tandem Financial LLC | 25,862 | $970K | 1.0% | +1.3% | 0.030% | |
| 5/8/2025 | 360 Financial Inc. | 306,200 | $11.48M | 4.2% | N/A | 0.355% | |
| 5/8/2025 | Arkadios Wealth Advisors | 28,721 | $1.08M | 0.0% | +37.3% | 0.033% | |
| 5/7/2025 | Indie Asset Partners LLC | 7,185 | $269K | 0.2% | +18.2% | 0.008% | |
| 5/7/2025 | New Republic Capital LLC | 97,684 | $3.66M | 1.6% | +24.1% | 0.113% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 75,713 | $2.84M | 0.2% | +3.3% | 0.088% | |
| 5/7/2025 | LPL Financial LLC | 2,228,326 | $83.54M | 0.0% | +11.5% | 2.583% | |
| 5/7/2025 | FourThought Financial Partners LLC | 132,728 | $4.98M | 0.5% | -4.9% | 0.154% | |
| 5/7/2025 | Motco | 42,215 | $1.58M | 0.2% | +2.4% | 0.049% | |
| 5/7/2025 | First Heartland Consultants Inc. | 10,000 | $375K | 0.0% | +18.7% | 0.012% | |
| 5/6/2025 | Assetmark Inc. | 2,241 | $84K | 0.0% | +295.9% | 0.003% | |
| 5/6/2025 | Cetera Investment Advisers | 126,912 | $4.76M | 0.0% | +9.4% | 0.147% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 388,285 | $14.56M | 0.1% | +4.3% | 0.450% | |
| 5/6/2025 | AE Wealth Management LLC | 3,624 | $136K | 0.0% | +26.6% | 0.004% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 53,475 | $2.01M | 0.9% | +5.6% | 0.062% | |
| 5/6/2025 | Alpha Omega Group Inc. | 283,394 | $10.62M | 12.6% | -3.4% | 0.329% | |
| 5/6/2025 | Choreo LLC | 9,497 | $356K | 0.0% | -13.2% | 0.011% | |
| 5/5/2025 | IFP Advisors Inc | 13,474 | $505K | 0.0% | -3.6% | 0.016% | |
| 5/5/2025 | Mowery & Schoenfeld Wealth Management LLC | 3,305 | $124K | 0.2% | N/A | 0.004% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 178,264 | $6.68M | 0.1% | +2.0% | 0.207% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 66,108 | $2.48M | 0.9% | +26.4% | 0.077% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 46,920 | $1.76M | 0.7% | +7.0% | 0.054% | |
| 5/5/2025 | Private Advisor Group LLC | 191,296 | $7.17M | 0.0% | +28.1% | 0.222% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 76,914 | $2.88M | 0.1% | +7.1% | 0.089% | |
| 5/2/2025 | Allen Capital Group LLC | 5,516 | $207K | 0.0% | N/A | 0.006% | |
| 5/2/2025 | Welch & Forbes LLC | 1,064,865 | $39.92M | 0.5% | -1.1% | 1.234% | |
| 5/2/2025 | Landmark Wealth Management LLC | 59,703 | $2.24M | 1.0% | -2.1% | 0.069% | |
| 5/2/2025 | Apollon Wealth Management LLC | 6,829 | $256K | 0.0% | +13.5% | 0.008% | |
| 5/2/2025 | Sigma Planning Corp | 79,528 | $2.98M | 0.1% | +56.3% | 0.092% | |
| 5/1/2025 | CWM LLC | 2,588 | $97K | 0.0% | -17.2% | 0.003% | |
| 5/1/2025 | Auour Investments LLC | 50,648 | $1.83M | 0.7% | -6.1% | 0.059% | |
| 5/1/2025 | Fulcrum Equity Management | 29,129 | $1.09M | 1.2% | -17.4% | 0.034% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 19,200 | $720K | 0.2% | +9.0% | 0.022% | |
| 5/1/2025 | Barry Investment Advisors LLC | 418,805 | $15.70M | 4.2% | +0.2% | 0.486% | |
| 4/30/2025 | Cerity Partners OCIO LLC | 1,894,186 | $71.01M | 4.0% | +47.7% | 2.196% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 6,202 | $233K | 0.0% | N/A | 0.007% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 7,011 | $263K | 0.0% | -10.7% | 0.008% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,743 | $515K | 0.0% | +56.1% | 0.016% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 43,747 | $1.64M | 0.1% | +56.6% | 0.051% | |
| 4/30/2025 | Brown Advisory Inc. | 12,369 | $464K | 0.0% | N/A | 0.014% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 3,096 | $116K | 0.0% | N/A | 0.004% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 344,409 | $12.91M | 0.0% | -0.8% | 0.399% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 14,218 | $533K | 0.3% | -5.9% | 0.016% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 32,348 | $1.21M | 0.0% | +4.8% | 0.038% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 10,525 | $395K | 0.0% | -9.7% | 0.012% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 17,239 | $644K | 0.1% | +53.4% | 0.020% | |
| 4/28/2025 | D.A. Davidson & CO. | 85,228 | $3.20M | 0.0% | +2.2% | 0.099% | |
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| 4/28/2025 | Mutual Advisors LLC | 26,276 | $959K | 0.0% | N/A | 0.030% | |
| 4/28/2025 | DAVENPORT & Co LLC | 5,499 | $206K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Summit Trail Advisors LLC | 65,315 | $2.45M | 0.1% | +5.8% | 0.076% | |
| 4/25/2025 | Mather Group LLC. | 8,577 | $322K | 0.0% | -41.3% | 0.010% | |
| 4/25/2025 | G&S Capital LLC | 21,960 | $823K | 0.3% | +4.7% | 0.025% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 10,558 | $385K | 0.0% | +73.0% | 0.012% | |
| 4/25/2025 | Sovran Advisors LLC | 25,072 | $908K | 0.1% | +27.7% | 0.029% | |
| 4/24/2025 | Cambridge Advisors Inc. | 45,208 | $1.70M | 0.4% | +5.2% | 0.052% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 49,797 | $1.87M | 0.5% | -11.4% | 0.057% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 633,848 | $23.76M | 1.7% | -19.4% | 0.723% | |
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