| 5/21/2025 | McAdam LLC | 33,805 | $3.72M | 0.2% | -2.4% | 0.030% | |
| 5/20/2025 | Focus Partners Wealth | 86,810 | $9.56M | 0.0% | +1,657.3% | 0.076% | |
| 5/20/2025 | Glenview Trust co | 1,236,800 | $136.15M | 2.6% | -1.9% | 1.088% | |
| 5/19/2025 | SageView Advisory Group LLC | 8,437 | $929K | 0.0% | -2.9% | 0.007% | |
| 5/16/2025 | HFM Investment Advisors LLC | 325 | $36K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Great Lakes Advisors LLC | 7,532 | $829K | 0.0% | -75.4% | 0.007% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 4,328,977 | $476.53M | 12.5% | +1.8% | 3.809% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 44,477 | $4.90M | 0.2% | +22.6% | 0.039% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,014,441 | $221.75M | 0.0% | -14.5% | 1.772% | |
| 5/16/2025 | NewEdge Advisors LLC | 27,148 | $2.99M | 0.0% | -1.6% | 0.024% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 43,580 | $4.80M | 0.1% | +2.0% | 0.038% | |
| 5/16/2025 | AQR Capital Management LLC | 20,639 | $2.27M | 0.0% | -8.8% | 0.018% | |
| 5/16/2025 | Ancora Advisors LLC | 13,693 | $1.51M | 0.0% | -2.0% | 0.012% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,375 | $151K | 0.0% | -11.1% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 18,830 | $2.07M | 0.0% | +17.1% | 0.017% | |
| 5/15/2025 | Royal Bank of Canada | 672,750 | $74.06M | 0.0% | 0.0% | 0.592% | |
| 5/15/2025 | Betterment LLC | 5,305,878 | $584.07M | 1.4% | -0.8% | 4.669% | |
| 5/15/2025 | MAI Capital Management | 166,890 | $18.37M | 0.1% | +2.2% | 0.147% | |
| 5/15/2025 | Baird Financial Group Inc. | 249,840 | $27.50M | 0.1% | +14.3% | 0.220% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 23,431 | $2.58M | 0.8% | N/A | 0.021% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 7,448 | $820K | 0.2% | +29.2% | 0.007% | |
| 5/14/2025 | CreativeOne Wealth LLC | 2,182 | $240K | 0.0% | -13.5% | 0.002% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 391,544 | $43.10M | 29.1% | +4.3% | 0.345% | |
| 5/14/2025 | Comerica Bank | 92,729 | $10.21M | 0.0% | -0.3% | 0.082% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 25,462 | $2.80M | 1.9% | +1.8% | 0.022% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,718 | $188K | 0.0% | +1,584.3% | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 6,949,758 | $765.03M | 0.6% | -2.0% | 6.115% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 3,484 | $384K | 0.0% | +7.6% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,442 | $3.57M | 0.0% | -6.3% | 0.029% | |
| 5/14/2025 | CW Advisors LLC | 9,195 | $1.02M | 0.0% | +19.4% | 0.008% | |
| 5/14/2025 | Summit Financial LLC | 2,433 | $268K | 0.0% | +26.3% | 0.002% | |
| 5/14/2025 | Accredited Wealth Management LLC | 3,031 | $334K | 0.3% | -11.2% | 0.003% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 5,566 | $613K | 0.0% | -30.1% | 0.005% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 5,571 | $613K | 0.1% | +2.6% | 0.005% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 3,313 | $365K | 0.0% | +15.2% | 0.003% | |
| 5/13/2025 | 17 Capital Partners LLC | 4,553 | $501K | 0.3% | +12.4% | 0.004% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 356,687 | $39.26M | 0.3% | -3.2% | 0.314% | |
| 5/13/2025 | Tyler Stone Wealth Management | 12,814 | $1.41M | 0.3% | -3.3% | 0.011% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,129,268 | $124.31M | 0.0% | -0.7% | 0.994% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 38,751 | $4.27M | 1.8% | -24.1% | 0.034% | |
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| 5/13/2025 | Cresset Asset Management LLC | 7,140 | $786K | 0.0% | -60.8% | 0.006% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 35,558 | $3.91M | 0.3% | +0.7% | 0.031% | |
| 5/13/2025 | FCA Corp TX | 40,218 | $4.43M | 1.4% | -4.9% | 0.035% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 23,431 | $2.58M | 2.1% | N/A | 0.021% | |
| 5/13/2025 | Russell Investments Group Ltd. | 919 | $101K | 0.0% | -27.1% | 0.001% | |
| 5/13/2025 | HighTower Advisors LLC | 356,737 | $39.27M | 0.1% | -2.5% | 0.314% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 6,687 | $736K | 0.0% | -5.3% | 0.006% | |
| 5/12/2025 | Meridian Wealth Management LLC | 24,111 | $2.65M | 0.1% | -2.7% | 0.021% | |
| 5/12/2025 | Maia Wealth LLC | 17,230 | $1.83M | 0.4% | -2.3% | 0.015% | |
| 5/12/2025 | True North Advisors LLC | 3,612 | $398K | 0.1% | N/A | 0.003% | |
| 5/12/2025 | Benjamin Edwards Inc. | 44,844 | $4.94M | 0.1% | -0.3% | 0.039% | |
| 5/12/2025 | Townsquare Capital LLC | 2,328 | $256K | 0.0% | -38.4% | 0.002% | |
| 5/12/2025 | Truepoint Inc. | 4,613 | $508K | 0.0% | -8.9% | 0.004% | |
| 5/12/2025 | AlphaCore Capital LLC | 885 | $97K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | WBH Advisory Inc. | 14,055 | $1.55M | 0.1% | -1.0% | 0.012% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 10,399 | $1.15M | 0.2% | -2.5% | 0.009% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 466 | $51K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Wealthspire Advisors LLC | 69,836 | $7.69M | 0.0% | +0.3% | 0.061% | |
| 5/9/2025 | Acima Private Wealth LLC | 170,675 | $18.79M | 6.7% | -4.6% | 0.150% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 38,560 | $4.25M | 0.1% | -30.1% | 0.034% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 6,789 | $747K | 0.1% | N/A | 0.006% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 212,130 | $23.35M | 15.6% | +9.5% | 0.187% | |
| 5/9/2025 | Sfmg LLC | 801,096 | $88.19M | 7.0% | -1.2% | 0.705% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 557,617 | $61.38M | 0.1% | +1.9% | 0.490% | |
| 5/9/2025 | Powell Investment Advisors LLC | 4,652 | $512K | 0.3% | -16.2% | 0.004% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 9,693 | $1.07M | 0.0% | -6.5% | 0.009% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 56,082 | $6.17M | 3.4% | +79.6% | 0.049% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 30,986 | $3.41M | 0.3% | -0.4% | 0.027% | |
| 5/8/2025 | Mengis Capital Management Inc. | 28,930 | $3.19M | 0.7% | -0.4% | 0.025% | |
| 5/8/2025 | Commerce Bank | 3,570 | $393K | 0.0% | +50.6% | 0.003% | |
| 5/8/2025 | MONECO Advisors LLC | 21,202 | $2.33M | 0.2% | -1.8% | 0.019% | |
| 5/8/2025 | US Bancorp DE | 4,873 | $536K | 0.0% | -11.0% | 0.004% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 23,590 | $2.60M | 0.2% | +7.5% | 0.021% | |
| 5/8/2025 | Harbour Investments Inc. | 19,025 | $2.09M | 0.1% | -31.2% | 0.017% | |
| 5/8/2025 | Lee Kelleher Wealth Management | 63,940 | $7.04M | 5.2% | -0.6% | 0.056% | |
| 5/8/2025 | Natixis Advisors LLC | 23,355 | $2.57M | 0.0% | +74.0% | 0.021% | |
| 5/8/2025 | NorthRock Partners LLC | 918 | $101K | 0.0% | -36.4% | 0.001% | |
| 5/8/2025 | Howard Capital Management Inc. | 3,284 | $362K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | First Foundation Advisors | 514,121 | $56.59M | 2.3% | -4.9% | 0.452% | |
| 5/8/2025 | Cozad Asset Management Inc. | 94,994 | $10.46M | 1.0% | +1.7% | 0.084% | |
| 5/7/2025 | LPL Financial LLC | 2,900,331 | $319.27M | 0.1% | +1.8% | 2.551% | |
| 5/7/2025 | Texas Yale Capital Corp. | 34,721 | $3.82M | 0.2% | +8.2% | 0.031% | |
| 5/7/2025 | Cornerstone Advisory LLC | 228,701 | $25.22M | 2.9% | -2.5% | 0.201% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 16,115 | $1.77M | 0.1% | -7.5% | 0.014% | |
| 5/7/2025 | HB Wealth Management LLC | 1,009,564 | $111.13M | 0.9% | N/A | 0.888% | |
| 5/6/2025 | Assetmark Inc. | 14,144 | $1.56M | 0.0% | +26.6% | 0.012% | |
| 5/6/2025 | Cetera Investment Advisers | 898,816 | $98.94M | 0.2% | +0.9% | 0.791% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,157 | $898K | 0.0% | +42.0% | 0.007% | |
| 5/6/2025 | Kelman Lazarov Inc. | 253,153 | $27.87M | 5.1% | -30.5% | 0.223% | |
| 5/6/2025 | Kovack Advisors Inc. | 3,506 | $386K | 0.0% | N/A | 0.003% | |
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| 5/6/2025 | SFE Investment Counsel | 20,678 | $2.28M | 0.5% | N/A | 0.018% | |
| 5/6/2025 | NorthStar Asset Management LLC NJ | 156,087 | $17.18M | 5.3% | +0.5% | 0.137% | |
| 5/6/2025 | AE Wealth Management LLC | 2,909 | $320K | 0.0% | +45.2% | 0.003% | |
| 5/6/2025 | Wedbush Securities Inc. | 13,470 | $1.48M | 0.1% | -4.9% | 0.012% | |
| 5/6/2025 | Gratus Wealth Advisors LLC | 136,693 | $15.05M | 2.5% | +3.5% | 0.120% | |
| 5/6/2025 | Riverpoint Wealth Management Holdings LLC | 632,094 | $69.58M | 18.0% | +0.4% | 0.556% | |
| 5/6/2025 | Ascension Capital Advisors Inc. | 21,881 | $2.41M | 1.1% | -1.6% | 0.019% | |
| 5/6/2025 | PFG Advisors | 65,847 | $7.25M | 0.4% | +5.3% | 0.058% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 435 | $47K | 0.0% | -25.3% | 0.000% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 3,111 | $342K | 0.1% | -14.0% | 0.003% | |
