| 5/22/2025 | Rollins Financial Advisors LLC | 8,016 | $468K | 0.1% | -8.6% | 0.001% | |
| 5/21/2025 | MBL Wealth LLC | 773,320 | $45.12M | 4.6% | +2.3% | 0.051% | |
| 5/21/2025 | McAdam LLC | 3,941 | $230K | 0.0% | N/A | 0.000% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 41,270 | $2.41M | 0.1% | -29.4% | 0.003% | |
| 5/21/2025 | CBM Financial LLC | 244,315 | $14.94M | 12.3% | N/A | 0.016% | |
| 5/20/2025 | Acorns Advisers LLC | 11,183,633 | $652.57M | 6.3% | +4.3% | 0.736% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 33,971 | $1.98M | 0.4% | +278.8% | 0.002% | |
| 5/20/2025 | Belpointe Asset Management LLC | 111,938 | $6.53M | 0.3% | +2.2% | 0.007% | |
| 5/20/2025 | Focus Partners Wealth | 1,710,588 | $99.81M | 0.3% | +10.1% | 0.113% | |
| 5/20/2025 | Flaharty Asset Management LLC | 4,247 | $248K | 0.0% | +7.2% | 0.000% | |
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| 5/20/2025 | Nepc LLC | 74,989 | $4.38M | 0.1% | +0.8% | 0.005% | |
| 5/20/2025 | Integrity Alliance LLC. | 26,993 | $1.58M | 0.1% | +80.0% | 0.002% | |
| 5/20/2025 | Glenview Trust co | 353,010 | $20.60M | 0.4% | +1.2% | 0.023% | |
| 5/20/2025 | Aspen Investment Management Inc | 5,475 | $319K | 0.1% | +22.5% | 0.000% | |
| 5/19/2025 | SageView Advisory Group LLC | 198,611 | $11.59M | 0.5% | +39.3% | 0.013% | |
| 5/19/2025 | Advisory Alpha LLC | 134,434 | $7.84M | 0.3% | +5.0% | 0.009% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 54,850 | $3.05M | 1.1% | -2.5% | 0.004% | |
| 5/19/2025 | SCS Capital Management LLC | 816,408 | $47.64M | 0.6% | +24,639.6% | 0.054% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 122,394 | $7.14M | 0.0% | N/A | 0.008% | |
| 5/16/2025 | Prostatis Group LLC | 3,511 | $205K | 0.1% | -68.9% | 0.000% | |
| 5/16/2025 | American Trust | 764,679 | $44.62M | 11.0% | +2.3% | 0.050% | |
| 5/16/2025 | McIlrath & Eck LLC | 7,820 | $456K | 0.1% | -6.9% | 0.001% | |
| 5/16/2025 | AAF Wealth Management LLC | 200,039 | $11.67M | 6.3% | -31.1% | 0.013% | |
| 5/16/2025 | Ascent Group LLC | 23,072 | $1.35M | 0.1% | +21.0% | 0.002% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 24,722 | $1.44M | 0.1% | -75.1% | 0.002% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 14,921 | $871K | 0.0% | -8.4% | 0.001% | |
| 5/16/2025 | Hamilton Capital LLC | 1,732,602 | $101.10M | 6.1% | +13,300.9% | 0.114% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 457,822 | $26.71M | 1.0% | +1.8% | 0.030% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 17,981,529 | $1.05B | 0.2% | +3.3% | 1.183% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,627,162 | $153.12M | 0.1% | -27.0% | 0.173% | |
| 5/16/2025 | CKW Financial Group | 850,083 | $49.87M | 6.2% | +4.2% | 0.056% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 6,152 | $359K | 0.3% | N/A | 0.000% | |
| 5/16/2025 | Financial Strategies Group Inc. | 55,761 | $3.07M | 0.7% | +8.4% | 0.004% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 22,115 | $1.29M | 1.0% | N/A | 0.001% | |
| 5/16/2025 | Temasek Holdings Private Ltd | 1,472,640 | $85.93M | 0.3% | N/A | 0.097% | |
| 5/16/2025 | Talon Private Wealth LLC | 13,301 | $776K | 0.1% | -16.1% | 0.001% | |
| 5/16/2025 | Sheridan Capital Management LLC | 6,400 | $373K | 0.3% | +68.4% | 0.000% | |
| 5/16/2025 | Richwood Investment Advisors LLC | 132,935 | $7.76M | 6.6% | +3.6% | 0.009% | |
| 5/16/2025 | Rise Advisors LLC | 6,816 | $398K | 0.2% | -24.7% | 0.000% | |
| 5/16/2025 | Pacific Center for Financial Services | 230,180 | $13.43M | 3.6% | -1.3% | 0.015% | |
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| 5/16/2025 | Plancorp LLC | 11,124 | $649K | 0.0% | -4.3% | 0.001% | |
| 5/16/2025 | Nepc LLC | 74,989 | $4.38M | 0.1% | +0.8% | 0.005% | |
| 5/16/2025 | New England Asset Management Inc. | 115,555 | $6.74M | 1.1% | +26.8% | 0.008% | |
| 5/16/2025 | National Wealth Management Group LLC | 35,797 | $2.09M | 1.4% | +8.1% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 417,503 | $24.36M | 0.1% | -4.4% | 0.027% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 572,380 | $33.40M | 0.4% | -45.0% | 0.038% | |
| 5/16/2025 | Hancock Whitney Corp | 685,682 | $40.01M | 1.3% | +20.6% | 0.045% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 6,861 | $400K | 0.0% | -35.0% | 0.000% | |
| 5/16/2025 | Eight 31 Financial LLC | 10,036 | $586K | 0.4% | +17.2% | 0.001% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 9,867 | $576K | 0.0% | -9.0% | 0.001% | |
| 5/16/2025 | Curi RMB Capital LLC | 226,129 | $13.20M | 0.3% | -32.8% | 0.015% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,082,154 | $63.14M | 0.0% | +4.6% | 0.071% | |
| 5/16/2025 | Banque Transatlantique SA | 644 | $35K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | AQR Capital Management LLC | 60,150 | $3.51M | 0.0% | +91.4% | 0.004% | |
| 5/16/2025 | AlTi Global Inc. | 6,249,246 | $364.64M | 9.6% | -5.9% | 0.411% | |
| 5/16/2025 | Alexis Investment Partners LLC | 24,665 | $1.44M | 0.7% | -5.9% | 0.002% | |
| 5/16/2025 | Ancora Advisors LLC | 216,185 | $12.61M | 0.3% | -1.6% | 0.014% | |
| 5/16/2025 | Aprio Wealth Management LLC | 70,909 | $4.14M | 0.5% | -1.9% | 0.005% | |
| 5/16/2025 | 1 North Wealth Services LLC | 173,875 | $10.15M | 4.7% | +13.2% | 0.011% | |
| 5/15/2025 | Family Office Research LLC | 5,443 | $318K | 0.2% | +6.8% | 0.000% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 33,441 | $1.95M | 0.0% | +166.4% | 0.002% | |
| 5/15/2025 | EP Wealth Advisors LLC | 309,728 | $18.07M | 0.1% | -1.1% | 0.020% | |
| 5/15/2025 | LGL Partners LLC | 401,718 | $23.44M | 11.3% | +1.0% | 0.026% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 43,266 | $2.53M | 0.1% | -11.7% | 0.003% | |
| 5/15/2025 | Capital Investment Counsel LLC | 197,821 | $11.54M | 1.9% | -1.6% | 0.013% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 241,974 | $14.12M | 4.5% | -4.0% | 0.016% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 78,604 | $4.59M | 0.1% | +11.4% | 0.005% | |
| 5/15/2025 | First Financial Bankshares Inc | 2,676,577 | $156.18M | 3.4% | +1.5% | 0.176% | |
| 5/15/2025 | Flputnam Investment Management Co. | 2,596,666 | $151.52M | 2.8% | -1.4% | 0.171% | |
| 5/15/2025 | Royal Bank of Canada | 23,049,016 | $1.34B | 0.3% | -10.4% | 1.516% | |
| 5/15/2025 | Betterment LLC | 46,612 | $2.72M | 0.0% | +2.9% | 0.003% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 6,720 | $392K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | MAI Capital Management | 4,882,549 | $284.90M | 2.1% | +4.6% | 0.321% | |
| 5/15/2025 | Calton & Associates Inc. | 5,925 | $346K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 100,980 | $5.89M | 1.1% | -0.9% | 0.007% | |
| 5/15/2025 | Second Line Capital LLC | 35,523 | $2.07M | 0.5% | N/A | 0.002% | |
| 5/15/2025 | Texas Bank & Trust Co | 23,198 | $1.35M | 0.6% | -7.0% | 0.002% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 2,240,575 | $130.74M | 6.8% | +9.5% | 0.147% | |
| 5/15/2025 | Titleist Asset Management LLC | 442,257 | $25.81M | 3.0% | +52.9% | 0.029% | |
| 5/15/2025 | Baird Financial Group Inc. | 3,387,020 | $197.63M | 0.4% | -0.2% | 0.223% | |
| 5/15/2025 | Evergreen Capital Management LLC | 88,396 | $5.16M | 0.2% | -2.5% | 0.006% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 950 | $55K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 11,457 | $669K | 0.0% | +6.3% | 0.001% | |
| 5/15/2025 | Graney & King LLC | 1,008 | $59K | 0.0% | +77.8% | 0.000% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 92,548 | $5.40M | 1.2% | -37.9% | 0.006% | |
| 5/15/2025 | Oarsman Capital Inc. | 21,634 | $1.26M | 0.2% | -2.8% | 0.001% | |
| 5/15/2025 | BNP Paribas Financial Markets | 663,161 | $38.70M | 0.0% | -55.8% | 0.044% | |
| 5/15/2025 | Cape ANN Savings Bank | 264,467 | $15.43M | 9.7% | -3.1% | 0.017% | |
| 5/14/2025 | Truvestments Capital LLC | 890 | $52K | 0.0% | +152.8% | 0.000% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 3,347 | $195K | 0.1% | N/A | 0.000% | |
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| 5/14/2025 | Triad Wealth Partners LLC | 20,578 | $1.20M | 0.4% | -42.4% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 80,379 | $4.69M | 0.0% | +21.4% | 0.005% | |
| 5/14/2025 | CreativeOne Wealth LLC | 73,571 | $4.29M | 0.1% | -27.7% | 0.005% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 49,756 | $2.90M | 0.4% | -1.4% | 0.003% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 323,251 | $18.86M | 2.7% | -2.0% | 0.021% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 15,455 | $902K | 0.4% | +3.2% | 0.001% | |
| 5/14/2025 | Keeley Teton Advisors LLC | 55,789 | $3.26M | 0.4% | +67.6% | 0.004% | |
| 5/14/2025 | PKS Advisory Services LLC | 304,151 | $17.75M | 5.1% | +3.3% | 0.020% | |
| 5/14/2025 | Orion Capital Management LLC | 30,095 | $1.76M | 0.7% | -14.4% | 0.002% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 40,425 | $2.36M | 0.2% | -40.5% | 0.003% | |
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