| 5/28/2025 | Jones Financial Companies Lllp | 475,242 | $56.80M | 0.1% | +36.6% | 0.497% | |
| 5/28/2025 | Wealth Management Associates Inc. | 20,658 | $2.50M | 1.1% | +2.1% | 0.022% | |
| 5/27/2025 | Jacobi Capital Management LLC | 5,979 | $724K | 0.1% | -2.4% | 0.006% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,455 | $418K | 0.0% | -3.2% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 18,852 | $2.28M | 0.0% | +47.8% | 0.020% | |
| 5/20/2025 | Integrity Alliance LLC. | 7,059 | $855K | 0.0% | N/A | 0.007% | |
| 5/20/2025 | Anchor Investment Management LLC | 9,904 | $1.20M | 0.1% | +2.0% | 0.010% | |
| 5/16/2025 | Meiji Yasuda Life Insurance Co | 166,097 | $20.12M | 0.4% | -94.5% | 0.174% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 5,074 | $615K | 0.0% | +866.5% | 0.005% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 103,679 | $12.56M | 0.0% | +8.6% | 0.108% | |
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| 5/16/2025 | Jones Financial Companies Lllp | 117,152 | $14.01M | 0.0% | -66.3% | 0.122% | |
| 5/16/2025 | NewEdge Advisors LLC | 27,459 | $3.33M | 0.0% | +3.4% | 0.029% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 29,904 | $3.62M | 0.0% | +43.0% | 0.031% | |
| 5/16/2025 | Curi RMB Capital LLC | 1,750 | $212K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Alliancebernstein L.P. | 266,967 | $32.34M | 0.0% | -11.6% | 0.279% | |
| 5/16/2025 | AQR Capital Management LLC | 5,047 | $611K | 0.0% | +6.1% | 0.005% | |
| 5/16/2025 | Ancora Advisors LLC | 13,181 | $1.60M | 0.0% | -2.3% | 0.014% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 164,000 | $19.86M | 1.1% | N/A | 0.171% | |
| 5/16/2025 | 1 North Wealth Services LLC | 4,235 | $513K | 0.2% | -48.0% | 0.004% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 133,114 | $16.12M | 2.5% | -11.5% | 0.139% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 9,954 | $1.21M | 0.0% | +200.2% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 13,270 | $1.61M | 0.0% | -0.8% | 0.014% | |
| 5/15/2025 | Flputnam Investment Management Co. | 3,734 | $452K | 0.0% | -3.4% | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 1,146,400 | $138.85M | 0.0% | -7.0% | 1.198% | |
| 5/15/2025 | Calton & Associates Inc. | 2,125 | $257K | 0.1% | N/A | 0.002% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 29,807 | $3.61M | 0.2% | -0.7% | 0.031% | |
| 5/15/2025 | Baird Financial Group Inc. | 23,176 | $2.81M | 0.0% | +13.8% | 0.024% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 530 | $64K | 0.0% | -39.6% | 0.001% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 4,630 | $561K | 0.1% | +12.4% | 0.005% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 1,948 | $236K | 0.1% | -31.6% | 0.002% | |
| 5/14/2025 | Note Advisors LLC | 2,534 | $307K | 0.3% | -3.4% | 0.003% | |
| 5/14/2025 | CreativeOne Wealth LLC | 2,494 | $302K | 0.0% | +4.7% | 0.003% | |
| 5/14/2025 | Piedmont Capital Management LLC | 333,398 | $40.38M | 27.2% | N/A | 0.348% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 10,734 | $1.30M | 0.2% | -4.6% | 0.011% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 22,017 | $2.67M | 0.2% | -1.3% | 0.023% | |
| 5/14/2025 | South Plains Financial Inc. | 2,545 | $308K | 0.2% | +3.7% | 0.003% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 2,372 | $287K | 0.2% | +13.6% | 0.002% | |
| 5/14/2025 | Comerica Bank | 168,407 | $20.40M | 0.1% | -9.0% | 0.176% | |
| 5/14/2025 | Synovus Financial Corp | 12,932 | $1.57M | 0.0% | -4.8% | 0.014% | |
| 5/14/2025 | AIMZ Investment Advisors LLC | 1,770 | $214K | 0.1% | N/A | 0.002% | |
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| 5/14/2025 | Smartleaf Asset Management LLC | 656 | $78K | 0.0% | +185.2% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 169,611 | $20.54M | 0.0% | +22.9% | 0.177% | |
| 5/14/2025 | Phoenix Wealth Advisors | 27,402 | $3.32M | 1.4% | +327.5% | 0.029% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 6,591 | $798K | 0.1% | +2.4% | 0.007% | |
| 5/14/2025 | Kestra Advisory Services LLC | 144,027 | $17.45M | 0.1% | -3.6% | 0.150% | |
| 5/14/2025 | Compound Planning Inc. | 4,293 | $520K | 0.0% | +10.2% | 0.004% | |
| 5/14/2025 | Ameriprise Financial Inc. | 628,353 | $76.12M | 0.0% | +16.1% | 0.657% | |
| 5/14/2025 | CW Advisors LLC | 6,067 | $735K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | GDS Wealth Management | 3,536 | $428K | 0.0% | -25.6% | 0.004% | |
| 5/14/2025 | Capital Analysts LLC | 3,538 | $429K | 0.0% | +3.4% | 0.004% | |
| 5/14/2025 | Level Four Advisory Services LLC | 55,055 | $6.67M | 0.3% | -1.0% | 0.058% | |
| 5/14/2025 | Forefront Analytics LLC | 43,108 | $5.22M | 6.0% | +25.2% | 0.045% | |
| 5/14/2025 | GSG Advisors LLC | 22,762 | $2.57M | 0.8% | +4.6% | 0.024% | |
| 5/14/2025 | RWA Wealth Partners LLC | 1,666 | $202K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | Cascade Financial Partners LLC | 1,780 | $216K | 0.0% | -21.9% | 0.002% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 279,716 | $33.88M | 0.3% | +3.1% | 0.292% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 13,038 | $1.58M | 0.7% | +31.4% | 0.014% | |
| 5/13/2025 | Raymond James Financial Inc. | 981,453 | $118.87M | 0.0% | +5.4% | 1.026% | |
| 5/13/2025 | Cowa LLC | 54,386 | $6.59M | 2.8% | +1.3% | 0.057% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 18,103 | $2.19M | 0.2% | +0.8% | 0.019% | |
| 5/13/2025 | Tacita Capital Inc | 6,355 | $770K | 0.6% | -6.9% | 0.007% | |
| 5/13/2025 | Horizon Investments LLC | 1,560 | $189K | 0.0% | -33.1% | 0.002% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 2,978 | $361K | 0.0% | -67.9% | 0.003% | |
| 5/13/2025 | Klingman & Associates LLC | 20,711 | $2.51M | 0.2% | -0.5% | 0.022% | |
| 5/13/2025 | Prudential PLC | 225,400 | $27.30M | 0.1% | N/A | 0.236% | |
| 5/13/2025 | HighTower Advisors LLC | 129,321 | $15.66M | 0.0% | -1.3% | 0.135% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 153,364 | $18.58M | 2.2% | +4.3% | 0.160% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,765 | $214K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Houlihan Financial Resource Group Ltd. | 38,438 | $4.66M | 2.1% | -3.7% | 0.040% | |
| 5/12/2025 | Operose Advisors LLC | 6,765 | $819K | 0.3% | +41.4% | 0.007% | |
| 5/12/2025 | Cove Private Wealth LLC | 3,451 | $418K | 0.2% | +12.7% | 0.004% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 8,530 | $1.03M | 0.1% | -4.9% | 0.009% | |
| 5/12/2025 | Cooper Financial Group | 24,457 | $2.96M | 0.4% | -11.8% | 0.026% | |
| 5/12/2025 | King Luther Capital Management Corp | 16,158 | $1.96M | 0.0% | -1.2% | 0.017% | |
| 5/12/2025 | Townsquare Capital LLC | 22,769 | $2.76M | 0.0% | +2.0% | 0.024% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 2,615 | $317K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | National Bank of Canada FI | 23,514 | $2.85M | 0.0% | -1.1% | 0.024% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 45,845 | $5.55M | 1.9% | -8.0% | 0.048% | |
| 5/12/2025 | AlphaCore Capital LLC | 985 | $119K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Cresta Advisors Ltd. | 8,282 | $1.00M | 0.5% | +17.2% | 0.009% | |
| 5/9/2025 | Headlands Technologies LLC | 383 | $46K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 19,496 | $2.25M | 0.1% | +493.3% | 0.020% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 64,669 | $7.83M | 0.2% | +0.1% | 0.067% | |
| 5/9/2025 | Wharton Business Group LLC | 170,827 | $20.69M | 0.9% | -0.4% | 0.178% | |
| 5/9/2025 | WealthShield Partners LLC | 6,532 | $791K | 0.1% | +100.2% | 0.007% | |
| 5/9/2025 | Wealthspire Advisors LLC | 89,910 | $10.89M | 0.1% | +6.1% | 0.093% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 340 | $41K | 0.0% | -59.0% | 0.000% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 90,813 | $11.00M | 0.1% | +15.6% | 0.094% | |
| 5/9/2025 | Farrow Financial Inc. | 38,822 | $4.70M | 3.2% | +1.4% | 0.040% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 791,445 | $95.86M | 0.1% | +5.2% | 0.823% | |
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| 5/9/2025 | Smithfield Trust Co | 65,926 | $7.99M | 0.4% | -4.8% | 0.069% | |
| 5/9/2025 | Blair William & Co. IL | 37,974 | $4.60M | 0.0% | -1.8% | 0.039% | |
| 5/9/2025 | Scotia Capital Inc. | 20,979 | $2.54M | 0.0% | +4.3% | 0.022% | |
| 5/9/2025 | Cheviot Value Management LLC | 929 | $107K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 13,800 | $1.67M | 0.0% | -9.5% | 0.014% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 56,515 | $6.85M | 0.0% | -1.8% | 0.059% | |
| 5/8/2025 | IFG Advisory LLC | 29,785 | $3.61M | 0.2% | +1.7% | 0.031% | |
| 5/8/2025 | TIAA Trust National Association | 3,198 | $387K | 0.0% | +38.6% | 0.003% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 34,735 | $4.21M | 1.4% | +1.1% | 0.036% | |
| 5/8/2025 | Helium Advisors LLC | 5,294 | $641K | 0.5% | -2.4% | 0.006% | |
