| 6/13/2025 | Optima Capital LLC | 5,826 | $208K | 0.1% | -30.7% | 0.006% | |
| 5/23/2025 | Strategic Financial Services Inc. | 882,042 | $31.45M | 1.8% | -5.3% | 0.865% | |
| 5/20/2025 | Focus Partners Wealth | 6,900 | $246K | 0.0% | -25.6% | 0.007% | |
| 5/20/2025 | Anchor Investment Management LLC | 108,989 | $3.89M | 0.4% | +4.7% | 0.107% | |
| 5/20/2025 | Glenview Trust co | 31,097 | $1.11M | 0.0% | -3.2% | 0.030% | |
| 5/19/2025 | Jane Street Group LLC | 840,320 | $29.96M | 0.0% | +290.2% | 0.824% | |
| 5/16/2025 | Prostatis Group LLC | 22,832 | $814K | 0.3% | +30.4% | 0.022% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 126,076 | $4.50M | 0.1% | +18.2% | 0.124% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 27,201 | $970K | 0.0% | +72.5% | 0.027% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,759,487 | $62.73M | 0.0% | -24.9% | 1.725% | |
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| 5/16/2025 | NewEdge Advisors LLC | 103,728 | $3.70M | 0.0% | -14.5% | 0.102% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 156,803 | $5.59M | 0.1% | -1.9% | 0.154% | |
| 5/16/2025 | AQR Capital Management LLC | 511,362 | $18.23M | 0.0% | +0.4% | 0.501% | |
| 5/15/2025 | Royal Bank of Canada | 996,839 | $35.54M | 0.0% | +41.7% | 0.977% | |
| 5/15/2025 | Betterment LLC | 4,781,850 | $170.47M | 0.4% | -6.2% | 4.688% | |
| 5/15/2025 | Baird Financial Group Inc. | 169,011 | $6.03M | 0.0% | +7.7% | 0.166% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 195,491 | $7.45M | 3.0% | -3.3% | 0.192% | |
| 5/14/2025 | PKS Advisory Services LLC | 102,136 | $3.64M | 1.0% | -3.1% | 0.100% | |
| 5/14/2025 | Jane Street Group LLC | 840,320 | $29.96M | 0.0% | +290.2% | 0.824% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 6,000 | $214K | 0.1% | N/A | 0.006% | |
| 5/14/2025 | Comerica Bank | 61,362 | $2.19M | 0.0% | +3.5% | 0.060% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 42,874 | $1.54M | 0.1% | -13.6% | 0.042% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 725,451 | $25.86M | 0.0% | -13.7% | 0.711% | |
| 5/14/2025 | Flow Traders U.S. LLC | 235,118 | $8.38M | 0.4% | N/A | 0.231% | |
| 5/14/2025 | M Holdings Securities Inc. | 42,656 | $1.52M | 0.3% | -7.7% | 0.041% | |
| 5/13/2025 | Raymond James Financial Inc. | 845,687 | $30.15M | 0.0% | +2.6% | 0.821% | |
| 5/13/2025 | Cresset Asset Management LLC | 7,783 | $277K | 0.0% | N/A | 0.008% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 215,072 | $7.67M | 0.4% | -2.7% | 0.209% | |
| 5/13/2025 | FCA Corp TX | 231,262 | $8.24M | 2.6% | -2.5% | 0.225% | |
| 5/13/2025 | Heck Capital Advisors LLC | 3,958 | $141K | 0.0% | +1,840.2% | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 225,610 | $8.04M | 0.0% | -5.6% | 0.219% | |
| 5/12/2025 | Maia Wealth LLC | 51,852 | $1.82M | 0.4% | -1.3% | 0.050% | |
| 5/12/2025 | Townsquare Capital LLC | 92,276 | $3.29M | 0.0% | -8.6% | 0.090% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 6,233 | $222K | 0.1% | N/A | 0.006% | |
| 5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 22,244 | $793K | 0.3% | +34.3% | 0.022% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 113,931 | $4.06M | 0.0% | -14.4% | 0.111% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 34,745 | $1.24M | 0.1% | N/A | 0.034% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 396,097 | $14.12M | 9.4% | +6.9% | 0.385% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,682,455 | $59.98M | 0.1% | +0.6% | 1.633% | |
| 5/9/2025 | Blair William & Co. IL | 32,864 | $1.17M | 0.0% | -3.7% | 0.032% | |
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| 5/8/2025 | Endeavor Private Wealth Inc. | 15,963 | $569K | 0.3% | N/A | 0.015% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 70,251 | $2.50M | 0.2% | -2.8% | 0.068% | |
| 5/8/2025 | US Bancorp DE | 6,087 | $217K | 0.0% | -8.3% | 0.006% | |
| 5/8/2025 | Harbour Investments Inc. | 5,988 | $213K | 0.0% | -52.0% | 0.006% | |
| 5/8/2025 | Lee Kelleher Wealth Management | 31,090 | $1.11M | 0.8% | +2.6% | 0.030% | |
| 5/8/2025 | First Foundation Advisors | 979,248 | $34.91M | 1.4% | -10.2% | 0.951% | |
| 5/8/2025 | Cozad Asset Management Inc. | 78,671 | $2.81M | 0.3% | -1.0% | 0.076% | |
| 5/7/2025 | LPL Financial LLC | 6,122,646 | $218.27M | 0.1% | -11.1% | 5.944% | |
| 5/7/2025 | Alteri Wealth LLC | 8,449 | $301K | 0.1% | +7.5% | 0.008% | |
| 5/7/2025 | Waddell & Associates LLC | 14,192 | $506K | 0.1% | -16.7% | 0.014% | |
| 5/7/2025 | Vawter Financial Ltd. | 137,660 | $4.91M | 2.8% | +25.0% | 0.134% | |
| 5/7/2025 | HB Wealth Management LLC | 3,123,743 | $111.36M | 0.9% | N/A | 3.033% | |
| 5/7/2025 | Drive Wealth Management LLC | 72,678 | $2.59M | 0.6% | -6.3% | 0.071% | |
| 5/6/2025 | Cetera Investment Advisers | 1,165,864 | $41.56M | 0.1% | -8.2% | 1.132% | |
| 5/6/2025 | Kelman Lazarov Inc. | 960,243 | $34.23M | 6.2% | -0.1% | 0.932% | |
| 5/6/2025 | SFE Investment Counsel | 19,979 | $712K | 0.1% | N/A | 0.019% | |
| 5/6/2025 | AE Wealth Management LLC | 1,136 | $41K | 0.0% | +47.2% | 0.001% | |
| 5/5/2025 | IFP Advisors Inc | 112,490 | $4.01M | 0.1% | +1.5% | 0.109% | |
| 5/5/2025 | Private Advisor Group LLC | 78,170 | $2.79M | 0.0% | -13.0% | 0.076% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 983 | $35K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Larson Financial Group LLC | 1,216 | $43K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Wealthfront Advisers LLC | 8,690 | $310K | 0.0% | -6.6% | 0.008% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 502,932 | $17.93M | 9.2% | +7.5% | 0.488% | |
| 5/1/2025 | CWM LLC | 319,041 | $11.37M | 0.0% | -17.7% | 0.310% | |
| 5/1/2025 | Stephens Inc. AR | 64,990 | $2.32M | 0.0% | +17.1% | 0.063% | |
| 5/1/2025 | Kathmere Capital Management LLC | 57,066 | $2.03M | 0.2% | -4.9% | 0.055% | |
| 4/30/2025 | Cerity Partners LLC | 1,229,643 | $43.84M | 0.1% | +5.6% | 1.194% | |
| 4/30/2025 | Round Rock Advisors LLC | 9,627 | $343K | 0.1% | -8.9% | 0.009% | |
| 4/30/2025 | Allworth Financial LP | 2,841 | $104K | 0.0% | +12.3% | 0.003% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 84,569 | $3.02M | 1.2% | +9.0% | 0.082% | |
| 4/30/2025 | GFG Capital LLC | 801,371 | $28.57M | 8.3% | +17.9% | 0.778% | |
| 4/30/2025 | Brown Advisory Inc. | 12,950 | $462K | 0.0% | N/A | 0.013% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 30,609 | $1.09M | 0.0% | N/A | 0.030% | |
| 4/29/2025 | Callan Capital LLC | 700,347 | $24.97M | 1.8% | -3.4% | 0.680% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,212,639 | $114.53M | 0.0% | -11.4% | 3.119% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 15,589 | $556K | 0.0% | N/A | 0.015% | |
| 4/29/2025 | Bank of New York Mellon Corp | 810,937 | $28.91M | 0.0% | -9.4% | 0.787% | |
| 4/29/2025 | Paul R. Ried Financial Group LLC | 447,655 | $15.96M | 11.1% | +0.8% | 0.435% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 946,520 | $33.74M | 0.4% | +1.1% | 0.919% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 26,083 | $938K | 0.1% | +3.5% | 0.025% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 8,953 | $319K | 0.0% | -4.5% | 0.009% | |
| 4/28/2025 | D.A. Davidson & CO. | 82,926 | $2.96M | 0.0% | N/A | 0.081% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 79,774 | $2.84M | 1.2% | -0.6% | 0.077% | |
| 4/28/2025 | Private Trust Co. NA | 4,582 | $163K | 0.0% | +515.9% | 0.004% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 317,535 | $11.32M | 2.4% | -1.3% | 0.308% | |
| 4/25/2025 | Hixon Zuercher LLC | 549,123 | $19.58M | 6.9% | +230.6% | 0.533% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,205 | $43K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Perigon Wealth Management LLC | 14,184 | $506K | 0.0% | -14.3% | 0.014% | |
| 4/23/2025 | White Pine Investment CO | 383,040 | $13.66M | 3.7% | -2.6% | 0.372% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,409 | $86K | 0.0% | N/A | 0.002% | |
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| 4/23/2025 | Archford Capital Strategies LLC | 6,196 | $221K | 0.0% | -96.1% | 0.006% | |
| 4/23/2025 | Ledyard National Bank | 517,794 | $18.46M | 1.8% | +2.5% | 0.503% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 16,900 | $602K | 0.1% | +5.4% | 0.016% | |
| 4/23/2025 | Legacy Advisors LLC | 19,162 | $686K | 0.1% | -2.2% | 0.019% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 24,220 | $863K | 0.4% | -1.5% | 0.024% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 116,782 | $4.16M | 0.0% | -3.8% | 0.113% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 259,972 | $9.27M | 0.1% | -0.8% | 0.252% | |
| 4/22/2025 | Appleton Partners Inc. MA | 434,058 | $15.47M | 1.2% | -0.7% | 0.421% | |
| 4/22/2025 | PFG Investments LLC | 20,004 | $713K | 0.0% | +3.5% | 0.019% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 26,083 | $938K | 0.1% | +3.5% | 0.025% | |
