| 6/6/2025 | eCIO Inc. | 9,020 | $213K | 0.1% | N/A | 0.001% | |
| 6/2/2025 | Modern Wealth Management LLC | 49,143 | $1.16M | 0.0% | N/A | 0.007% | |
| 5/29/2025 | Nova Wealth Management Inc. | 15,690 | $370K | 0.3% | +62.3% | 0.002% | |
| 5/27/2025 | Advisors Capital Management LLC | 13,746 | $325K | 0.0% | +5.8% | 0.002% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 318,375 | $7.52M | 1.3% | +2.0% | 0.042% | |
| 5/21/2025 | Westbourne Investments Inc. | 40,350 | $953K | 0.6% | -1.2% | 0.005% | |
| 5/21/2025 | McAdam LLC | 8,085,589 | $190.90M | 11.8% | -11.2% | 1.078% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,063 | $143K | 0.0% | +19.3% | 0.001% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 328,186 | $7.75M | 1.4% | -3.1% | 0.044% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 1,268,807 | $29.96M | 6.1% | N/A | 0.169% | |
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| 5/20/2025 | Belpointe Asset Management LLC | 1,268,807 | $29.96M | 1.6% | N/A | 0.169% | |
| 5/20/2025 | Focus Partners Wealth | 1,427,739 | $33.71M | 0.1% | +1.4% | 0.190% | |
| 5/20/2025 | Integrity Alliance LLC. | 263,449 | $6.22M | 0.2% | +1,243.2% | 0.035% | |
| 5/19/2025 | Jane Street Group LLC | 88,523 | $2.09M | 0.0% | +39.9% | 0.012% | |
| 5/16/2025 | Prostatis Group LLC | 63,378 | $1.50M | 0.5% | +50.0% | 0.009% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 472,765 | $11.16M | 0.8% | +10.8% | 0.064% | |
| 5/16/2025 | Bell Investment Advisors Inc | 2,141,066 | $50.55M | 9.3% | +2.7% | 0.291% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 7,417,222 | $175.12M | 4.6% | -28.6% | 1.009% | |
| 5/16/2025 | Jones Financial Companies Lllp | 157,991 | $3.73M | 0.0% | -15.1% | 0.022% | |
| 5/16/2025 | Aberdeen Wealth Management LLC | 86,929 | $2.05M | 1.4% | N/A | 0.012% | |
| 5/16/2025 | Financial Strategies Group Inc. | 827,387 | $18.39M | 4.3% | -1.2% | 0.113% | |
| 5/16/2025 | NewEdge Advisors LLC | 79,580 | $1.88M | 0.0% | +0.9% | 0.011% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 79,586 | $1.88M | 0.0% | +21.7% | 0.011% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 1,299,355 | $30.68M | 0.2% | -14.4% | 0.177% | |
| 5/16/2025 | AQR Capital Management LLC | 31,315 | $739K | 0.0% | N/A | 0.004% | |
| 5/16/2025 | AlTi Global Inc. | 331,864 | $7.84M | 0.2% | -0.8% | 0.045% | |
| 5/16/2025 | Ancora Advisors LLC | 6,602 | $156K | 0.0% | +2,519.8% | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 75,128 | $1.77M | 0.0% | +8.3% | 0.010% | |
| 5/15/2025 | Capital Investment Counsel LLC | 11,025 | $260K | 0.0% | -18.0% | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 678,275 | $16.01M | 0.0% | +12.0% | 0.092% | |
| 5/15/2025 | MAI Capital Management | 379,204 | $8.95M | 0.1% | +2.4% | 0.052% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 141,953 | $3.35M | 0.6% | +5.0% | 0.019% | |
| 5/15/2025 | Certior Financial Group LLC | 13,207 | $312K | 0.3% | -5.5% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 26,274 | $620K | 0.0% | N/A | 0.004% | |
| 5/15/2025 | Graney & King LLC | 2,021 | $48K | 0.0% | +1,598.3% | 0.000% | |
| 5/14/2025 | Ieq Capital LLC | 136,159 | $3.22M | 0.0% | +63.8% | 0.019% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 367,968 | $8.69M | 1.3% | -56.9% | 0.050% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 22,219 | $525K | 0.0% | +20.7% | 0.003% | |
| 5/14/2025 | Comerica Bank | 7,214 | $170K | 0.0% | -33.3% | 0.001% | |
| 5/14/2025 | Synovus Financial Corp | 152,539 | $3.60M | 0.0% | -13.7% | 0.021% | |
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| 5/14/2025 | Legend Financial Advisors Inc. | 385,869 | $9.11M | 6.7% | -5.5% | 0.053% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 440,841 | $10.41M | 7.0% | +1.5% | 0.060% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 6,099 | $143K | 0.0% | +12,606.3% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 768,194 | $18.14M | 0.0% | -42.7% | 0.105% | |
| 5/14/2025 | Haverford Trust Co | 984,960 | $23.26M | 0.2% | +15.5% | 0.134% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 10,128 | $239K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Kestra Advisory Services LLC | 720,890 | $17.02M | 0.1% | -38.6% | 0.098% | |
| 5/14/2025 | Ameriprise Financial Inc. | 7,764,205 | $183.32M | 0.0% | +31.9% | 1.057% | |
| 5/14/2025 | CW Advisors LLC | 481,186 | $11.37M | 0.1% | N/A | 0.065% | |
| 5/14/2025 | Aufman Associates Inc | 96,175 | $2.27M | 1.6% | +627.9% | 0.013% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 8,874 | $210K | 0.1% | -9.8% | 0.001% | |
| 5/14/2025 | Capital Analysts LLC | 19,470 | $460K | 0.0% | -51.4% | 0.003% | |
| 5/14/2025 | Tradition Wealth Management LLC | 561,241 | $13.25M | 1.2% | +2.5% | 0.076% | |
| 5/14/2025 | Paradigm Capital Management LLC NV | 11,595 | $274K | 0.3% | -87.8% | 0.002% | |
| 5/14/2025 | Lee Financial Co | 2,491,933 | $58.84M | 9.0% | -0.1% | 0.339% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 33,233 | $785K | 0.0% | +4.1% | 0.005% | |
| 5/13/2025 | Allen Wealth Management LLC | 963,381 | $22.75M | 15.7% | +1.9% | 0.131% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 33,383 | $788K | 0.0% | -1.9% | 0.005% | |
| 5/13/2025 | Raymond James Financial Inc. | 542,336 | $12.81M | 0.0% | +12.8% | 0.074% | |
| 5/13/2025 | Cowa LLC | 194,881 | $4.60M | 1.9% | +4.8% | 0.027% | |
| 5/13/2025 | Cresset Asset Management LLC | 11,510 | $272K | 0.0% | -77.4% | 0.002% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 60,717 | $1.43M | 0.1% | +21.9% | 0.008% | |
| 5/13/2025 | FCA Corp TX | 143,518 | $3.39M | 1.1% | -4.3% | 0.020% | |
| 5/13/2025 | Trivium Point Advisory LLC | 36,647 | $865K | 0.1% | -75.2% | 0.005% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 21,670 | $512K | 0.0% | -5.9% | 0.003% | |
| 5/13/2025 | NFP Retirement Inc. | 40,495 | $956K | 0.1% | +12.6% | 0.006% | |
| 5/13/2025 | HRC Wealth Management LLC | 31,554 | $745K | 0.5% | +1.8% | 0.004% | |
| 5/13/2025 | Dagco Inc. | 1,408 | $33K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Russell Investments Group Ltd. | 12,284 | $290K | 0.0% | +90.5% | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 1,586,857 | $37.47M | 0.1% | +3.1% | 0.216% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 12,609 | $298K | 0.0% | -36.7% | 0.002% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,819 | $633K | 0.1% | -18.7% | 0.004% | |
| 5/12/2025 | Meridian Wealth Management LLC | 123,484 | $2.92M | 0.1% | -2.4% | 0.017% | |
| 5/12/2025 | Operose Advisors LLC | 5,969 | $141K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Independent Advisor Alliance | 9,881 | $233K | 0.0% | -43.4% | 0.001% | |
| 5/12/2025 | SouthState Corp | 42,108 | $994K | 0.0% | +406.7% | 0.006% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 429,272 | $10.14M | 0.6% | -0.9% | 0.058% | |
| 5/12/2025 | True North Advisors LLC | 130,164 | $3.07M | 0.5% | N/A | 0.018% | |
| 5/12/2025 | Darrow Company Inc. | 248,825 | $5.87M | 3.3% | +4.9% | 0.034% | |
| 5/12/2025 | Avant Capital LLC | 219,310 | $5.18M | 4.3% | +2.1% | 0.030% | |
| 5/12/2025 | First Western Trust Bank | 11,794 | $278K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Townsquare Capital LLC | 37,326 | $881K | 0.0% | +80.3% | 0.005% | |
| 5/12/2025 | Integrity Financial Corp WA | 4,770 | $113K | 0.1% | N/A | 0.001% | |
| 5/12/2025 | Savvy Advisors Inc. | 112,795 | $2.66M | 0.3% | +1.5% | 0.015% | |
| 5/12/2025 | AlphaCore Capital LLC | 13,616 | $321K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Ironwood Investment Counsel LLC | 376,866 | $8.90M | 1.5% | +8.4% | 0.051% | |
| 5/9/2025 | R. W. Roge & Company Inc. | 84,151 | $1.99M | 1.1% | -6.4% | 0.011% | |
| 5/9/2025 | Roof Eidam Maycock Peralta LLC | 111,486 | $2.63M | 0.7% | -33.0% | 0.015% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 52,454 | $1.21M | 0.0% | +1.3% | 0.007% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 389,342,451 | $9.19B | 1.7% | -1.0% | 52.990% | |
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| 5/9/2025 | Nicholas Hoffman & Company LLC. | 395,465 | $9.34M | 0.3% | -3.9% | 0.054% | |
| 5/9/2025 | WealthShield Partners LLC | 1,881 | $44K | 0.0% | +40.4% | 0.000% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 189,311 | $4.47M | 0.2% | -1.6% | 0.026% | |
| 5/9/2025 | Wealthspire Advisors LLC | 223,466 | $5.28M | 0.0% | +109.6% | 0.030% | |
| 5/9/2025 | Financial Connections Group Inc. | 4,564 | $107K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 45,514 | $1.08M | 0.0% | -40.9% | 0.006% | |
| 5/9/2025 | Empower Advisory Group LLC | 16,638 | $393K | 0.0% | +7.5% | 0.002% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 220,129 | $5.20M | 0.3% | +13.9% | 0.030% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 11,066 | $261K | 0.1% | -6.4% | 0.002% | |
| 5/9/2025 | Boulay Financial Advisors LLC | 6,271,529 | $140.07M | 46.8% | N/A | 0.854% | |
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