| 6/4/2025 | First Hawaiian Bank | 38,381 | $3.20M | 0.2% | -6.0% | 0.039% | |
| 6/2/2025 | Modern Wealth Management LLC | 2,863 | $238K | 0.0% | +6.4% | 0.003% | |
| 5/27/2025 | Advisors Capital Management LLC | 2,934 | $244K | 0.0% | N/A | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 391,928 | $32.64M | 0.1% | +206.5% | 0.390% | |
| 5/20/2025 | Flaharty Asset Management LLC | 1,080 | $90K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Strive Asset Management LLC | 2,501 | $208K | 0.1% | -21.8% | 0.002% | |
| 5/20/2025 | Glenview Trust co | 6,980 | $581K | 0.0% | +54.4% | 0.007% | |
| 5/19/2025 | SageView Advisory Group LLC | 9,335 | $777K | 0.0% | -1.5% | 0.009% | |
| 5/19/2025 | SCS Capital Management LLC | 11,980 | $998K | 0.0% | N/A | 0.012% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 3,616 | $301K | 0.0% | +4,204.8% | 0.004% | |
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| 5/16/2025 | Great Lakes Advisors LLC | 6,963 | $580K | 0.0% | -92.1% | 0.007% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 31,876 | $2.66M | 0.1% | -20.7% | 0.032% | |
| 5/16/2025 | Everstar Asset Management LLC | 4,609 | $384K | 0.1% | -29.7% | 0.005% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 89,930 | $7.49M | 0.3% | +76.6% | 0.089% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,093,318 | $174.33M | 0.0% | +4.1% | 2.083% | |
| 5/16/2025 | Jones Financial Companies Lllp | 526,578 | $46.66M | 0.0% | +93.0% | 0.524% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,958 | $1.41M | 0.0% | +1.3% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 162,251 | $13.51M | 0.2% | -0.5% | 0.161% | |
| 5/16/2025 | Hancock Whitney Corp | 8,008 | $667K | 0.0% | -14.4% | 0.008% | |
| 5/16/2025 | AQR Capital Management LLC | 11,075 | $922K | 0.0% | +242.9% | 0.011% | |
| 5/16/2025 | AlTi Global Inc. | 257,549 | $21.45M | 0.6% | -1.0% | 0.256% | |
| 5/16/2025 | Aprio Wealth Management LLC | 11,707 | $975K | 0.1% | +1.4% | 0.012% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 11,374 | $947K | 0.0% | +2.6% | 0.011% | |
| 5/15/2025 | Royal Bank of Canada | 551,984 | $45.97M | 0.0% | +3.3% | 0.549% | |
| 5/15/2025 | MAI Capital Management | 741,086 | $61.72M | 0.5% | -5.3% | 0.737% | |
| 5/15/2025 | Baird Financial Group Inc. | 212,661 | $17.71M | 0.0% | +0.9% | 0.212% | |
| 5/15/2025 | All Terrain Financial Advisors LLC | 4,086 | $340K | 0.1% | -5.2% | 0.004% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 1,100 | $92K | 0.0% | -21.4% | 0.001% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 2,131 | $177K | 0.1% | N/A | 0.002% | |
| 5/14/2025 | CreativeOne Wealth LLC | 17,374 | $1.45M | 0.0% | -33.3% | 0.017% | |
| 5/14/2025 | PKS Advisory Services LLC | 10,673 | $889K | 0.3% | +23.4% | 0.011% | |
| 5/14/2025 | Comerica Bank | 171,244 | $14.26M | 0.1% | +0.8% | 0.170% | |
| 5/14/2025 | Synovus Financial Corp | 9,251 | $770K | 0.0% | -2.1% | 0.009% | |
| 5/14/2025 | B&D White Capital Company LLC | 43,736 | $3.64M | 0.5% | +1,251.5% | 0.044% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 491 | $41K | 0.0% | +60.5% | 0.000% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,149,622 | $95.74M | 0.1% | +4.8% | 1.144% | |
| 5/14/2025 | Kestra Advisory Services LLC | 158,412 | $13.19M | 0.1% | -2.1% | 0.158% | |
| 5/14/2025 | Broadview Financial Management LLC | 97,536 | $8.12M | 6.1% | -1.2% | 0.097% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,143,746 | $95.11M | 0.0% | -11.3% | 1.138% | |
| 5/14/2025 | Guidance Point Advisors LLC | 62,353 | $5.19M | 1.5% | +0.3% | 0.062% | |
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| 5/14/2025 | CW Advisors LLC | 7,202 | $601K | 0.0% | +14.4% | 0.007% | |
| 5/14/2025 | Summit Financial LLC | 11,923 | $993K | 0.0% | +4.9% | 0.012% | |
| 5/14/2025 | Flow Traders U.S. LLC | 11,343 | $945K | 0.0% | N/A | 0.011% | |
| 5/14/2025 | Tiemann Investment Advisors LLC | 19,373 | $1.61M | 0.7% | -2.0% | 0.019% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 8,056 | $671K | 0.0% | +1.7% | 0.008% | |
| 5/14/2025 | Asset Management Group Inc. | 57,958 | $4.83M | 0.9% | -1.8% | 0.058% | |
| 5/14/2025 | Level Four Advisory Services LLC | 42,444 | $3.54M | 0.1% | +39.0% | 0.042% | |
| 5/14/2025 | HMS Capital Management LLC | 8,085 | $673K | 0.3% | -6.1% | 0.008% | |
| 5/14/2025 | Venture Visionary Partners LLC | 10,185 | $848K | 0.0% | -50.0% | 0.010% | |
| 5/14/2025 | Fairscale Capital LLC | 8,067 | $672K | 0.6% | +8.5% | 0.008% | |
| 5/14/2025 | RWA Wealth Partners LLC | 22,519 | $1.88M | 0.0% | +175.6% | 0.022% | |
| 5/13/2025 | Aviso Financial Inc. | 5,392 | $449K | 0.0% | +33.9% | 0.005% | |
| 5/13/2025 | Northern Trust Corp | 1,033,854 | $86.10M | 0.0% | +0.0% | 1.029% | |
| 5/13/2025 | Blue Edge Capital LLC | 136,204 | $11.34M | 1.8% | -16.0% | 0.136% | |
| 5/13/2025 | Moment Partners LLC | 385,197 | $32.08M | 6.4% | -1.1% | 0.383% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 321,868 | $26.81M | 0.2% | +19.2% | 0.320% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,849,336 | $154.01M | 0.1% | +2.7% | 1.840% | |
| 5/13/2025 | DDFG Inc | 58,562 | $4.88M | 1.4% | +69.5% | 0.058% | |
| 5/13/2025 | Somerset Group LLC | 21,327 | $1.78M | 1.6% | +10.1% | 0.021% | |
| 5/13/2025 | Cresset Asset Management LLC | 22,072 | $1.84M | 0.0% | -2.9% | 0.022% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 11,164 | $930K | 0.1% | -1.3% | 0.011% | |
| 5/13/2025 | American Century Companies Inc. | 4,000 | $333K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | Watchman Group Inc. | 16,552 | $1.38M | 0.4% | -41.2% | 0.016% | |
| 5/13/2025 | High Falls Advisors Inc | 3,600 | $300K | 0.1% | -5.3% | 0.004% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 42,062 | $3.50M | 0.0% | +1.5% | 0.042% | |
| 5/13/2025 | Centerpoint Advisors LLC | 66,460 | $5.54M | 2.0% | -4.4% | 0.066% | |
| 5/13/2025 | Heck Capital Advisors LLC | 16,207 | $1.35M | 0.2% | -24.0% | 0.016% | |
| 5/13/2025 | HighTower Advisors LLC | 562,451 | $46.84M | 0.1% | +1.3% | 0.560% | |
| 5/12/2025 | Eagle Global Advisors LLC | 2,800 | $233K | 0.0% | +19.7% | 0.003% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,333,856 | $111.08M | 0.2% | -1.5% | 1.327% | |
| 5/12/2025 | Meridian Wealth Management LLC | 14,084 | $1.17M | 0.1% | +1.3% | 0.014% | |
| 5/12/2025 | Cove Private Wealth LLC | 3,290 | $274K | 0.1% | +13.8% | 0.003% | |
| 5/12/2025 | SouthState Corp | 14,622 | $1.22M | 0.1% | +117.9% | 0.015% | |
| 5/12/2025 | Johnson Financial Group LLC | 4,342 | $362K | 0.0% | N/A | 0.004% | |
| 5/12/2025 | Benjamin Edwards Inc. | 6,236 | $519K | 0.0% | +2.0% | 0.006% | |
| 5/12/2025 | Darrow Company Inc. | 20,249 | $1.69M | 0.9% | +0.9% | 0.020% | |
| 5/12/2025 | Townsquare Capital LLC | 5,464 | $455K | 0.0% | +7.2% | 0.005% | |
| 5/12/2025 | Citigroup Inc. | 107,576 | $8.96M | 0.0% | +1.3% | 0.107% | |
| 5/12/2025 | Fayez Sarofim & Co | 9,249 | $770K | 0.0% | -7.0% | 0.009% | |
| 5/9/2025 | 1834 Investment Advisors Co. | 174,179 | $14.51M | 1.9% | -6.4% | 0.173% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 50,122 | $4.17M | 0.1% | +0.6% | 0.050% | |
| 5/9/2025 | WealthShield Partners LLC | 13,258 | $1.10M | 0.1% | -1.2% | 0.013% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 19,265 | $1.60M | 0.4% | -2.3% | 0.019% | |
| 5/9/2025 | Renasant Bank | 16,004 | $1.33M | 0.9% | -4.8% | 0.016% | |
| 5/9/2025 | Wealthspire Advisors LLC | 48,514 | $4.04M | 0.0% | +109.7% | 0.048% | |
| 5/9/2025 | Associated Banc Corp | 92,747 | $7.72M | 0.2% | -0.2% | 0.092% | |
| 5/9/2025 | Financial Connections Group Inc. | 378 | $31K | 0.0% | +57.5% | 0.000% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 65,597 | $5.46M | 0.1% | -17.6% | 0.065% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 15,835 | $1.32M | 0.9% | +1.9% | 0.016% | |
| 5/9/2025 | New Age Alpha Advisors LLC | 13,542 | $1.13M | 0.1% | N/A | 0.013% | |
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| 5/9/2025 | Clearstead Trust LLC | 2,307 | $192K | 0.0% | +47.9% | 0.002% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 744,124 | $61.97M | 0.1% | +1.0% | 0.740% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,004,408 | $166.93M | 0.1% | -0.5% | 1.994% | |
| 5/8/2025 | SPC Financial Inc. | 224,166 | $18.67M | 1.6% | +1.2% | 0.223% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 2,995 | $249K | 0.0% | +9.9% | 0.003% | |
| 5/8/2025 | Commerce Bank | 29,922 | $2.49M | 0.0% | -0.8% | 0.030% | |
| 5/8/2025 | MONECO Advisors LLC | 19,443 | $1.62M | 0.2% | +6.0% | 0.019% | |
| 5/8/2025 | Moors & Cabot Inc. | 11,874 | $989K | 0.1% | -1.5% | 0.012% | |
| 5/8/2025 | US Bancorp DE | 118,205 | $9.84M | 0.1% | -2.7% | 0.118% | |
| 5/8/2025 | Modera Wealth Management LLC | 10,179 | $848K | 0.0% | +6.3% | 0.010% | |
