| 6/4/2025 | First Hawaiian Bank | 28,010 | $3.35M | 0.2% | -7.3% | 0.045% | |
| 6/2/2025 | Modern Wealth Management LLC | 14,482 | $1.73M | 0.1% | -97.3% | 0.023% | |
| 5/27/2025 | Advisors Capital Management LLC | 2,617 | $313K | 0.0% | N/A | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 704 | $84K | 0.0% | +16.4% | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 15,413 | $1.85M | 0.1% | +375.0% | 0.024% | |
| 5/20/2025 | Focus Partners Wealth | 117,697 | $14.09M | 0.0% | +64.0% | 0.185% | |
| 5/20/2025 | Flaharty Asset Management LLC | 95,361 | $11.42M | 1.6% | -6.8% | 0.150% | |
| 5/19/2025 | Jane Street Group LLC | 33,973 | $4.07M | 0.0% | +1,449.2% | 0.053% | |
| 5/19/2025 | SCS Capital Management LLC | 7,493 | $897K | 0.0% | N/A | 0.012% | |
| 5/16/2025 | American Trust | 8,861 | $1.06M | 0.3% | -32.6% | 0.014% | |
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| 5/16/2025 | Arete Wealth Advisors LLC | 1,673 | $200K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Great Lakes Advisors LLC | 5,452 | $653K | 0.0% | -91.7% | 0.009% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 44,422 | $5.32M | 0.1% | +48.7% | 0.070% | |
| 5/16/2025 | Hamilton Capital LLC | 1,787 | $214K | 0.0% | -93.0% | 0.003% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 30,553 | $3.66M | 0.1% | +19.2% | 0.048% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 73,433 | $8.79M | 0.0% | +163.7% | 0.116% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 2,545 | $305K | 0.1% | +1,771.3% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 132,344 | $14.58M | 0.0% | -15.2% | 0.208% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 5,594 | $670K | 0.4% | -2.6% | 0.009% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,103 | $1.09M | 0.0% | +15.8% | 0.014% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,910 | $348K | 0.0% | +5.6% | 0.005% | |
| 5/16/2025 | Hancock Whitney Corp | 5,499 | $658K | 0.0% | +7.3% | 0.009% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 4,279 | $512K | 0.0% | N/A | 0.007% | |
| 5/16/2025 | AQR Capital Management LLC | 19,501 | $2.34M | 0.0% | +268.5% | 0.031% | |
| 5/16/2025 | Alexis Investment Partners LLC | 6,460 | $773K | 0.4% | -9.4% | 0.010% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 445,141 | $53.30M | 3.0% | +6.1% | 0.700% | |
| 5/15/2025 | Flputnam Investment Management Co. | 2,126 | $255K | 0.0% | -68.2% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 542,879 | $65.00M | 0.0% | +3.5% | 0.854% | |
| 5/15/2025 | Betterment LLC | 26,312 | $3.15M | 0.0% | +5.9% | 0.041% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 2,195 | $263K | 0.1% | -14.6% | 0.003% | |
| 5/15/2025 | MAI Capital Management | 330,251 | $39.54M | 0.3% | -7.7% | 0.520% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 5,957 | $713K | 0.0% | -9.7% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 341,094 | $40.84M | 0.1% | -5.7% | 0.537% | |
| 5/15/2025 | Earnest Partners LLC | 7,948 | $952K | 0.0% | +63.7% | 0.013% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 2,489 | $298K | 0.2% | N/A | 0.004% | |
| 5/14/2025 | Ieq Capital LLC | 17,148 | $2.05M | 0.0% | N/A | 0.027% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 2,004 | $240K | 0.0% | -9.1% | 0.003% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 32,359 | $3.87M | 0.6% | -2.9% | 0.051% | |
| 5/14/2025 | PKS Advisory Services LLC | 5,141 | $616K | 0.2% | +18.9% | 0.008% | |
| 5/14/2025 | Comerica Bank | 97,961 | $11.73M | 0.0% | +3.0% | 0.154% | |
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| 5/14/2025 | B&D White Capital Company LLC | 31,423 | $3.76M | 0.5% | +1,465.7% | 0.049% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 591,070 | $70.77M | 0.1% | -1.1% | 0.930% | |
| 5/14/2025 | Kestra Advisory Services LLC | 101,726 | $12.18M | 0.1% | -4.9% | 0.160% | |
| 5/14/2025 | Broadview Financial Management LLC | 43,074 | $5.16M | 3.8% | -1.1% | 0.068% | |
| 5/14/2025 | Compound Planning Inc. | 7,431 | $890K | 0.0% | +55.9% | 0.012% | |
| 5/14/2025 | Ameriprise Financial Inc. | 921,333 | $110.44M | 0.0% | -6.7% | 1.450% | |
| 5/14/2025 | Guidance Point Advisors LLC | 20,023 | $2.40M | 0.7% | +0.9% | 0.032% | |
| 5/14/2025 | Integras Partners LLC | 4,740 | $567K | 0.5% | -3.1% | 0.007% | |
| 5/14/2025 | CW Advisors LLC | 9,479 | $1.14M | 0.0% | +1.1% | 0.015% | |
| 5/14/2025 | Summit Financial LLC | 1,915 | $229K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Flow Traders U.S. LLC | 9,362 | $1.12M | 0.0% | N/A | 0.015% | |
| 5/14/2025 | Tiemann Investment Advisors LLC | 18,541 | $2.22M | 1.0% | -1.7% | 0.029% | |
| 5/14/2025 | Asset Management Group Inc. | 90,278 | $10.81M | 2.0% | -0.7% | 0.142% | |
| 5/14/2025 | Capital Analysts LLC | 10,671 | $1.28M | 0.0% | -4.9% | 0.017% | |
| 5/14/2025 | Level Four Advisory Services LLC | 30,992 | $3.71M | 0.2% | -1.4% | 0.049% | |
| 5/14/2025 | Venture Visionary Partners LLC | 7,588 | $909K | 0.0% | -49.3% | 0.012% | |
| 5/14/2025 | Hsbc Holdings PLC | 2,787 | $334K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 20,798 | $2.49M | 0.3% | +220.0% | 0.033% | |
| 5/14/2025 | Fairscale Capital LLC | 3,483 | $417K | 0.4% | +14.2% | 0.005% | |
| 5/14/2025 | RWA Wealth Partners LLC | 20,131 | $2.41M | 0.0% | +855.0% | 0.032% | |
| 5/13/2025 | Northern Trust Corp | 713,470 | $85.42M | 0.0% | +1.2% | 1.123% | |
| 5/13/2025 | Blue Edge Capital LLC | 118,831 | $14.23M | 2.3% | -6.9% | 0.187% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 107,992 | $12.93M | 0.1% | -1.8% | 0.170% | |
| 5/13/2025 | Raymond James Financial Inc. | 876,953 | $105.00M | 0.0% | +2.7% | 1.380% | |
| 5/13/2025 | DDFG Inc | 41,141 | $4.93M | 1.4% | +70.4% | 0.065% | |
| 5/13/2025 | Cresset Asset Management LLC | 7,916 | $948K | 0.0% | -6.6% | 0.012% | |
| 5/13/2025 | Boston Family Office LLC | 4,536 | $543K | 0.0% | -21.6% | 0.007% | |
| 5/13/2025 | Gen Wealth Partners Inc | 2,365 | $283K | 0.1% | +6.8% | 0.004% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 79,515 | $9.52M | 0.7% | -4.5% | 0.125% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 16,227 | $1.94M | 0.0% | -2.2% | 0.026% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 4,306 | $516K | 0.0% | -3.9% | 0.007% | |
| 5/13/2025 | Evensky & Katz LLC | 592,199 | $70.90M | 4.8% | -7.0% | 0.932% | |
| 5/13/2025 | Centerpoint Advisors LLC | 33,958 | $4.07M | 1.5% | -2.7% | 0.053% | |
| 5/13/2025 | Heck Capital Advisors LLC | 22,654 | $2.71M | 0.3% | -32.3% | 0.036% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,995 | $239K | 0.0% | +57.0% | 0.003% | |
| 5/13/2025 | Callan Family Office LLC | 2,580 | $309K | 0.0% | -7.0% | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 438,182 | $52.46M | 0.1% | +12.2% | 0.690% | |
| 5/13/2025 | Nuance Investments LLC | 5,247 | $628K | 0.0% | +91.8% | 0.008% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 672,365 | $80.50M | 0.2% | -2.6% | 1.058% | |
| 5/12/2025 | Houlihan Financial Resource Group Ltd. | 7,726 | $925K | 0.4% | -2.9% | 0.012% | |
| 5/12/2025 | SouthState Corp | 7,406 | $887K | 0.0% | +125.4% | 0.012% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 4,444 | $532K | 0.0% | -2.3% | 0.007% | |
| 5/12/2025 | Campion Asset Management | 27,966 | $3.35M | 2.6% | -0.8% | 0.044% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 1,751 | $210K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | National Bank of Canada FI | 1,954 | $234K | 0.0% | +8.2% | 0.003% | |
| 5/12/2025 | AlphaCore Capital LLC | 3,183 | $381K | 0.0% | -73.1% | 0.005% | |
| 5/12/2025 | Fayez Sarofim & Co | 3,526 | $422K | 0.0% | -17.5% | 0.006% | |
| 5/12/2025 | Alesco Advisors LLC | 28,114 | $3.37M | 0.1% | -1.1% | 0.044% | |
| 5/9/2025 | 1834 Investment Advisors Co. | 119,904 | $14.36M | 1.8% | -12.4% | 0.189% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 12,052 | $1.40M | 0.0% | -10.5% | 0.019% | |
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| 5/9/2025 | Citizens Financial Group Inc. RI | 8,614 | $1.03M | 0.0% | +1.9% | 0.014% | |
| 5/9/2025 | Renasant Bank | 11,674 | $1.40M | 0.9% | -4.6% | 0.018% | |
| 5/9/2025 | Wealthspire Advisors LLC | 265,060 | $31.74M | 0.2% | +123.1% | 0.417% | |
| 5/9/2025 | Associated Banc Corp | 60,755 | $7.27M | 0.2% | +0.2% | 0.096% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 72,938 | $8.73M | 0.1% | -5.4% | 0.115% | |
| 5/9/2025 | Empower Advisory Group LLC | 1,840 | $220K | 0.0% | -24.6% | 0.003% | |
| 5/9/2025 | New Age Alpha Advisors LLC | 6,946 | $832K | 0.0% | N/A | 0.011% | |
| 5/9/2025 | Factorial Partners LLC | 32,700 | $3.92M | 2.4% | +7.2% | 0.051% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 333,830 | $39.97M | 0.1% | -2.0% | 0.525% | |
| 5/9/2025 | Blair William & Co. IL | 15,702 | $1.88M | 0.0% | +2.0% | 0.025% | |
