| 6/6/2025 | eCIO Inc. | 118 | $36K | 0.0% | N/A | 0.000% | |
| 6/6/2025 | Blue Oak Capital LLC | 669 | $205K | 0.1% | -64.9% | 0.001% | |
| 6/4/2025 | First Hawaiian Bank | 35,746 | $10.97M | 0.5% | +53.7% | 0.029% | |
| 6/2/2025 | Modern Wealth Management LLC | 2,280 | $699K | 0.0% | +69.5% | 0.002% | |
| 5/29/2025 | Plum Street Advisors LLC | 9,487 | $2.91M | 1.4% | -3.1% | 0.008% | |
| 5/28/2025 | Jones Financial Companies Lllp | 10,240,732 | $3.12B | 2.8% | +5.1% | 8.249% | |
| 5/28/2025 | Intrua Financial LLC | 13,289 | $4.08M | 0.6% | -4.9% | 0.011% | |
| 5/27/2025 | Advisors Capital Management LLC | 4,076 | $1.25M | 0.0% | -5.6% | 0.003% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 713 | $219K | 0.0% | -8.5% | 0.001% | |
| 5/22/2025 | WBI Investments LLC | 661 | $203K | 0.1% | N/A | 0.001% | |
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| 5/21/2025 | MBL Wealth LLC | 819 | $251K | 0.0% | +8.2% | 0.001% | |
| 5/21/2025 | McAdam LLC | 948 | $291K | 0.0% | -16.8% | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,304 | $400K | 0.0% | -7.4% | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,976 | $1.53M | 0.1% | +39.4% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 917,585 | $281.46M | 0.7% | -0.1% | 0.739% | |
| 5/20/2025 | Flaharty Asset Management LLC | 3,443 | $1.06M | 0.2% | -2.4% | 0.003% | |
| 5/20/2025 | Integrity Alliance LLC. | 984 | $302K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Glenview Trust co | 39,111 | $12.00M | 0.2% | -5.9% | 0.032% | |
| 5/20/2025 | Aspen Investment Management Inc | 3,542 | $1.09M | 0.5% | +51.2% | 0.003% | |
| 5/19/2025 | SageView Advisory Group LLC | 769 | $236K | 0.0% | +6.4% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 821 | $252K | 0.0% | -4.9% | 0.001% | |
| 5/19/2025 | SCS Capital Management LLC | 47,167 | $14.47M | 0.2% | N/A | 0.038% | |
| 5/16/2025 | Ascent Group LLC | 11,533 | $3.54M | 0.2% | +66.7% | 0.009% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 1,534 | $471K | 0.0% | +291.3% | 0.001% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 1,351 | $415K | 0.0% | +6.5% | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 16,313 | $5.00M | 0.2% | +57.9% | 0.013% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,880,906 | $576.95M | 0.1% | +2.8% | 1.515% | |
| 5/16/2025 | Jones Financial Companies Lllp | 10,212,592 | $3.12B | 2.8% | +4.8% | 8.226% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 654 | $201K | 0.1% | N/A | 0.001% | |
| 5/16/2025 | Plancorp LLC | 12,502 | $3.84M | 0.2% | +17.1% | 0.010% | |
| 5/16/2025 | NewEdge Advisors LLC | 122,170 | $37.47M | 0.2% | -2.3% | 0.098% | |
| 5/16/2025 | Millennium Management LLC | 127,480 | $39.10M | 0.0% | -94.9% | 0.103% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 69,728 | $21.39M | 0.2% | +18.4% | 0.056% | |
| 5/16/2025 | Hancock Whitney Corp | 5,956 | $1.83M | 0.1% | -14.9% | 0.005% | |
| 5/16/2025 | Curi RMB Capital LLC | 38,545 | $11.82M | 0.3% | -15.2% | 0.031% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 750 | $230K | 0.0% | +26.7% | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 121,527 | $37.28M | 0.0% | +86.8% | 0.098% | |
| 5/16/2025 | Atalanta Sosnoff Capital LLC | 4,556 | $1.40M | 0.0% | -76.1% | 0.004% | |
| 5/16/2025 | AlTi Global Inc. | 42,882 | $13.15M | 0.3% | -2.1% | 0.035% | |
| 5/16/2025 | Amundi | 390 | $119K | 0.0% | -54.6% | 0.000% | |
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| 5/15/2025 | First Manhattan CO. LLC. | 1,484 | $455K | 0.0% | +21.2% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,559 | $1.40M | 0.0% | +5.3% | 0.004% | |
| 5/15/2025 | Ameriflex Group Inc. | 2,106 | $646K | 0.3% | -11.3% | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 354,611 | $108.77M | 0.0% | -31.2% | 0.286% | |
| 5/15/2025 | Betterment LLC | 2,644 | $811K | 0.0% | +93.3% | 0.002% | |
| 5/15/2025 | MAI Capital Management | 79,306 | $24.33M | 0.2% | +0.2% | 0.064% | |
| 5/15/2025 | Baird Financial Group Inc. | 237,214 | $72.76M | 0.1% | -0.7% | 0.191% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,562 | $479K | 0.1% | -33.0% | 0.001% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 14,005 | $4.52M | 1.8% | -1.8% | 0.011% | |
| 5/15/2025 | Tortoise Investment Management LLC | 49,326 | $15.13M | 1.6% | -0.6% | 0.040% | |
| 5/15/2025 | Northstar Financial Companies Inc. | 36,232 | $11.11M | 12.1% | -14.3% | 0.029% | |
| 5/15/2025 | BNP Paribas Financial Markets | 186,117 | $57.09M | 0.0% | +2.0% | 0.150% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 2,315 | $710K | 0.4% | -2.4% | 0.002% | |
| 5/14/2025 | Note Advisors LLC | 3,400 | $1.04M | 0.9% | -11.9% | 0.003% | |
| 5/14/2025 | CreativeOne Wealth LLC | 3,119 | $957K | 0.0% | +4.3% | 0.003% | |
| 5/14/2025 | Ieq Capital LLC | 381,635 | $117.06M | 0.9% | +176.0% | 0.307% | |
| 5/14/2025 | Luminist Capital LLC | 197 | $61K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 17,938 | $5.50M | 0.0% | -0.8% | 0.014% | |
| 5/14/2025 | Comerica Bank | 570,148 | $174.89M | 0.7% | -0.9% | 0.459% | |
| 5/14/2025 | Synovus Financial Corp | 1,813 | $556K | 0.0% | -2.8% | 0.001% | |
| 5/14/2025 | ICONIQ Capital LLC | 19,666 | $6.03M | 0.1% | -3.0% | 0.016% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 3,069 | $936K | 0.1% | +781.9% | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,284,339 | $393.96M | 0.3% | +5.6% | 1.035% | |
| 5/14/2025 | Haverford Trust Co | 10,034 | $3.08M | 0.0% | -1.9% | 0.008% | |
| 5/14/2025 | Allstate Corp | 342,643 | $105.10M | 3.1% | N/A | 0.276% | |
| 5/14/2025 | Kestra Advisory Services LLC | 84,226 | $25.84M | 0.1% | -4.5% | 0.068% | |
| 5/14/2025 | OFC Financial Planning LLC | 3,464 | $1.06M | 1.2% | -1.3% | 0.003% | |
| 5/14/2025 | Circle Wealth Management LLC | 26,221 | $8.04M | 0.2% | -4.4% | 0.021% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 90,515 | $27.77M | 2.9% | -3.6% | 0.073% | |
| 5/14/2025 | Compound Planning Inc. | 14,667 | $4.50M | 0.2% | +8.6% | 0.012% | |
| 5/14/2025 | Ameriprise Financial Inc. | 470,659 | $152.44M | 0.0% | -2.9% | 0.379% | |
| 5/14/2025 | Alaska Permanent Fund Corp | 61,848 | $18.84M | 0.3% | +388.0% | 0.050% | |
| 5/14/2025 | CW Advisors LLC | 3,743 | $1.15M | 0.0% | -19.3% | 0.003% | |
| 5/14/2025 | Summit Financial LLC | 3,740 | $1.15M | 0.0% | -34.3% | 0.003% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 6,663 | $2.04M | 0.1% | -1.1% | 0.005% | |
| 5/14/2025 | GM Advisory Group LLC | 11,918 | $3.66M | 0.2% | +0.3% | 0.010% | |
| 5/14/2025 | Tradition Wealth Management LLC | 2,687 | $824K | 0.1% | +6.7% | 0.002% | |
| 5/14/2025 | Heritage Financial Services LLC | 1,716 | $526K | 0.1% | -2.8% | 0.001% | |
| 5/14/2025 | Venture Visionary Partners LLC | 1,121 | $344K | 0.0% | -50.0% | 0.001% | |
| 5/14/2025 | JT Stratford LLC | 119,327 | $36.60M | 6.5% | +20.0% | 0.096% | |
| 5/14/2025 | Hsbc Holdings PLC | 375,700 | $115.24M | 0.1% | -0.5% | 0.303% | |
| 5/14/2025 | Texas Capital Bancshares Inc TX | 15,380 | $4.72M | 2.0% | -1.9% | 0.012% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 28,936 | $8.88M | 0.9% | -0.7% | 0.023% | |
| 5/14/2025 | M Holdings Securities Inc. | 12,236 | $3.75M | 0.6% | -27.9% | 0.010% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 10,663 | $3.27M | 0.1% | -0.7% | 0.009% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 28,006 | $8.59M | 0.1% | -7.3% | 0.023% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 662 | $203K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Northern Trust Corp | 2,717,504 | $833.57M | 0.1% | +1.3% | 2.189% | |
| 5/13/2025 | Brooklyn Investment Group | 109 | $33K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 9,773 | $3.00M | 0.1% | -11.8% | 0.008% | |
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| 5/13/2025 | Freestone Capital Holdings LLC | 12,064 | $3.70M | 0.1% | +5.6% | 0.010% | |
| 5/13/2025 | 17 Capital Partners LLC | 4,596 | $1.41M | 0.9% | +4.8% | 0.004% | |
| 5/13/2025 | Ethos Financial Group LLC | 61,052 | $18.73M | 1.8% | +5,873.8% | 0.049% | |
| 5/13/2025 | Raymond James Financial Inc. | 599,145 | $183.78M | 0.1% | -1.6% | 0.483% | |
| 5/13/2025 | Cresset Asset Management LLC | 69,250 | $21.24M | 0.1% | -0.1% | 0.056% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 53,793 | $16.50M | 2.6% | +1.0% | 0.043% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 10,182 | $3.12M | 0.1% | -0.9% | 0.008% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 10,230 | $3.14M | 0.1% | +7.1% | 0.008% | |
| 5/13/2025 | LWM Advisory Services LLC | 2,200 | $675K | 0.5% | -2.7% | 0.002% | |
| 5/13/2025 | FCA Corp TX | 17,150 | $5.26M | 1.7% | -4.9% | 0.014% | |
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