| 6/3/2025 | Invst LLC | 7,873 | $285K | 0.0% | N/A | 0.002% | |
| 6/2/2025 | Modern Wealth Management LLC | 35,591 | $1.29M | 0.0% | -81.1% | 0.009% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 84,131 | $3.04M | 0.5% | -4.8% | 0.021% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 459,576 | $16.61M | 0.6% | -0.7% | 0.113% | |
| 5/20/2025 | Focus Partners Wealth | 463,627 | $16.76M | 0.0% | +1.5% | 0.114% | |
| 5/20/2025 | Integrity Alliance LLC. | 6,378 | $231K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 64,143 | $2.32M | 0.0% | -93.5% | 0.016% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 11,821 | $427K | 0.0% | -53.5% | 0.003% | |
| 5/16/2025 | Bell Investment Advisors Inc | 666,235 | $24.08M | 4.4% | -0.7% | 0.165% | |
| 5/16/2025 | ROSS JOHNSON & Associates LLC | 1,230 | $44K | 0.8% | N/A | 0.000% | |
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| 5/16/2025 | Jones Financial Companies Lllp | 37,622 | $1.36M | 0.0% | +71.6% | 0.009% | |
| 5/16/2025 | NewEdge Advisors LLC | 85,714 | $3.10M | 0.0% | +6.9% | 0.021% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 26,623 | $962K | 0.0% | -64.2% | 0.007% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 67,390 | $2.44M | 0.0% | -35.2% | 0.017% | |
| 5/16/2025 | AQR Capital Management LLC | 28,244 | $1.02M | 0.0% | +45.5% | 0.007% | |
| 5/16/2025 | Ancora Advisors LLC | 2,048 | $74K | 0.0% | +87.0% | 0.001% | |
| 5/16/2025 | 1 North Wealth Services LLC | 1,955 | $71K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 53,510 | $1.93M | 0.0% | +10.3% | 0.013% | |
| 5/15/2025 | Betterment LLC | 41,533 | $1.50M | 0.0% | -4.1% | 0.010% | |
| 5/15/2025 | MAI Capital Management | 387,655 | $14.01M | 0.1% | +6.0% | 0.096% | |
| 5/15/2025 | Baird Financial Group Inc. | 105,393 | $3.81M | 0.0% | +1.9% | 0.026% | |
| 5/14/2025 | CreativeOne Wealth LLC | 26,264 | $949K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Ieq Capital LLC | 56,671 | $2.05M | 0.0% | +106.7% | 0.014% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 54,915 | $1.99M | 0.3% | -20.5% | 0.014% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 16,530 | $597K | 0.0% | +4.3% | 0.004% | |
| 5/14/2025 | Brooks Moore & Associates Inc. | 17,562 | $635K | 0.4% | N/A | 0.004% | |
| 5/14/2025 | Comerica Bank | 20,799 | $752K | 0.0% | +8.7% | 0.005% | |
| 5/14/2025 | Synovus Financial Corp | 14,874 | $537K | 0.0% | -20.1% | 0.004% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 2,211 | $81K | 0.0% | +2,809.2% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,898,467 | $177.03M | 0.1% | +6.7% | 1.210% | |
| 5/14/2025 | Kestra Advisory Services LLC | 24,541 | $887K | 0.0% | +3.5% | 0.006% | |
| 5/14/2025 | Compound Planning Inc. | 8,932 | $323K | 0.0% | +13.6% | 0.002% | |
| 5/14/2025 | 1832 Asset Management L.P. | 1,389,907 | $50.23M | 0.0% | -36.2% | 0.343% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,561,637 | $128.72M | 0.0% | -11.8% | 0.880% | |
| 5/14/2025 | CW Advisors LLC | 304,874 | $11.02M | 0.1% | N/A | 0.075% | |
| 5/14/2025 | Summit Financial LLC | 228,856 | $8.27M | 0.2% | -6.0% | 0.057% | |
| 5/14/2025 | Asset Management Group Inc. | 17,481 | $632K | 0.1% | +10.1% | 0.004% | |
| 5/14/2025 | Capital Analysts LLC | 9,686 | $350K | 0.0% | -43.9% | 0.002% | |
| 5/14/2025 | Tradition Wealth Management LLC | 528,150 | $19.09M | 1.7% | +4.5% | 0.130% | |
| 5/14/2025 | Lee Financial Co | 207,167 | $7.49M | 1.1% | -0.3% | 0.051% | |
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| 5/14/2025 | RWA Wealth Partners LLC | 6,446 | $233K | 0.0% | -24.5% | 0.002% | |
| 5/13/2025 | 17 Capital Partners LLC | 15,125 | $547K | 0.4% | +19.7% | 0.004% | |
| 5/13/2025 | Raymond James Financial Inc. | 587,729 | $21.24M | 0.0% | -13.6% | 0.145% | |
| 5/13/2025 | Cresset Asset Management LLC | 33,330 | $1.21M | 0.0% | -2.8% | 0.008% | |
| 5/13/2025 | Trivium Point Advisory LLC | 29,406 | $1.06M | 0.1% | +31.7% | 0.007% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 13,253 | $479K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | WESCAP Management Group Inc. | 630,849 | $22.80M | 5.6% | -1.1% | 0.156% | |
| 5/13/2025 | HighTower Advisors LLC | 873,178 | $31.56M | 0.0% | -2.8% | 0.216% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 465,943 | $16.98M | 7.7% | +4.1% | 0.115% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 26,806 | $969K | 0.0% | -6.2% | 0.007% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,449 | $415K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Operose Advisors LLC | 1,339 | $48K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Independent Advisor Alliance | 6,952 | $251K | 0.0% | -57.5% | 0.002% | |
| 5/12/2025 | SouthState Corp | 23,873 | $863K | 0.0% | N/A | 0.006% | |
| 5/12/2025 | Aveo Capital Partners LLC | 308,207 | $11.59M | 1.9% | +60.9% | 0.076% | |
| 5/12/2025 | Berger Financial Group Inc | 7,501 | $271K | 0.0% | +20.0% | 0.002% | |
| 5/12/2025 | True North Advisors LLC | 60,837 | $2.20M | 0.4% | N/A | 0.015% | |
| 5/12/2025 | Benjamin Edwards Inc. | 118,438 | $4.28M | 0.1% | +3.6% | 0.029% | |
| 5/12/2025 | Founders Financial Alliance LLC | 11,612 | $420K | 0.1% | +14,980.5% | 0.003% | |
| 5/12/2025 | Savvy Advisors Inc. | 20,513 | $741K | 0.1% | +2.0% | 0.005% | |
| 5/12/2025 | National Bank of Canada FI | 22,100 | $799K | 0.0% | -44.9% | 0.005% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 10,930 | $395K | 0.1% | -13.5% | 0.003% | |
| 5/12/2025 | Wambolt & Associates LLC | 55,033 | $1.99M | 0.7% | -7.7% | 0.014% | |
| 5/12/2025 | AlphaCore Capital LLC | 5,923 | $214K | 0.0% | +6.6% | 0.001% | |
| 5/12/2025 | Alesco Advisors LLC | 131,225 | $4.74M | 0.1% | -1.2% | 0.032% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 20,573 | $743K | 0.1% | +4.0% | 0.005% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 6,659 | $250K | 0.0% | +4.7% | 0.002% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 149,024,446 | $5.39B | 1.0% | +0.7% | 36.814% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 34,997 | $1.27M | 0.0% | +12.4% | 0.009% | |
| 5/9/2025 | WealthShield Partners LLC | 31,497 | $1.14M | 0.1% | +7.9% | 0.008% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 680,895 | $24.61M | 0.9% | -2.6% | 0.168% | |
| 5/9/2025 | PrairieView Partners LLC | 99,234 | $3.59M | 0.4% | -2.9% | 0.025% | |
| 5/9/2025 | Wealthspire Advisors LLC | 30,424 | $1.10M | 0.0% | +136.9% | 0.008% | |
| 5/9/2025 | Financial Connections Group Inc. | 8,339 | $300K | 0.1% | N/A | 0.002% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 35,901 | $1.30M | 0.0% | +58.9% | 0.009% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 197,585 | $7.14M | 1.9% | +2.8% | 0.049% | |
| 5/9/2025 | Solitude Financial Services | 559,623 | $20.23M | 7.9% | -2.7% | 0.138% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 684,317 | $24.73M | 0.0% | +2.4% | 0.169% | |
| 5/9/2025 | Haven Private LLC | 62,607 | $2.26M | 1.3% | -17.2% | 0.015% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 6,314 | $228K | 0.0% | -33.7% | 0.002% | |
| 5/8/2025 | IFG Advisory LLC | 169,594 | $6.13M | 0.3% | +5.9% | 0.042% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 14,968 | $541K | 0.2% | +128.7% | 0.004% | |
| 5/8/2025 | Certified Advisory Corp | 364,175 | $13.16M | 1.5% | -16.7% | 0.090% | |
| 5/8/2025 | US Bancorp DE | 12,145 | $439K | 0.0% | +7.9% | 0.003% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 225,756 | $8.16M | 0.2% | -2.3% | 0.056% | |
| 5/8/2025 | Harbour Investments Inc. | 6,724 | $243K | 0.0% | +68.8% | 0.002% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 304,183 | $10.99M | 1.5% | +5.4% | 0.075% | |
| 5/8/2025 | Foster & Motley Inc. | 2,586,137 | $93.46M | 5.9% | -0.2% | 0.639% | |
| 5/8/2025 | Modera Wealth Management LLC | 18,076 | $653K | 0.0% | -11.4% | 0.004% | |
| 5/8/2025 | Cutler Investment Counsel LLC | 40,144 | $1.45M | 0.2% | -2.2% | 0.010% | |
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| 5/8/2025 | Geneos Wealth Management Inc. | 462,350 | $16.71M | 0.4% | -0.1% | 0.114% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 27,059 | $978K | 0.1% | N/A | 0.007% | |
| 5/7/2025 | Your Advocates Ltd. LLP | 255,434 | $9.23M | 3.5% | +3.3% | 0.063% | |
| 5/7/2025 | Carrera Capital Advisors | 61,008 | $2.21M | 0.5% | -14.3% | 0.015% | |
| 5/7/2025 | LPL Financial LLC | 1,731,284 | $62.57M | 0.0% | +10.7% | 0.428% | |
| 5/7/2025 | HB Wealth Management LLC | 8,592 | $311K | 0.0% | +25.0% | 0.002% | |
| 5/7/2025 | Angeles Wealth Management LLC | 3,500 | $126K | 0.0% | -12.5% | 0.001% | |
| 5/6/2025 | Westover Capital Advisors LLC | 216,799 | $7.84M | 1.7% | N/A | 0.054% | |
| 5/6/2025 | Assetmark Inc. | 86,655 | $3.13M | 0.0% | +1,764.8% | 0.021% | |
| 5/6/2025 | Cetera Investment Advisers | 1,093,233 | $39.51M | 0.1% | +24.5% | 0.270% | |
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