| 5/21/2025 | Geneos Wealth Management Inc. | 104,030 | $7.68M | 0.3% | -6.8% | 0.150% | |
| 5/20/2025 | Belpointe Asset Management LLC | 25,081 | $1.85M | 0.1% | +5.5% | 0.036% | |
| 5/20/2025 | Focus Partners Wealth | 585,370 | $43.19M | 0.1% | +6.0% | 0.844% | |
| 5/16/2025 | American Trust | 427,150 | $31.52M | 7.8% | -30.6% | 0.616% | |
| 5/16/2025 | Ascent Group LLC | 15,857 | $1.17M | 0.1% | +47.8% | 0.023% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 12,334 | $910K | 0.1% | N/A | 0.018% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 23,438 | $1.73M | 0.0% | +3.3% | 0.034% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 25,426 | $1.88M | 0.1% | +6.5% | 0.037% | |
| 5/16/2025 | Jones Financial Companies Lllp | 209,422 | $15.13M | 0.0% | -57.6% | 0.302% | |
| 5/16/2025 | NewEdge Advisors LLC | 95,983 | $7.08M | 0.0% | +82.8% | 0.138% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 101,929 | $7.52M | 0.1% | +15.1% | 0.147% | |
| 5/15/2025 | Royal Bank of Canada | 1,114,522 | $82.24M | 0.0% | +14.3% | 1.608% | |
| 5/14/2025 | Triad Wealth Partners LLC | 10,424 | $769K | 0.2% | +16.1% | 0.015% | |
| 5/14/2025 | CreativeOne Wealth LLC | 62,240 | $4.59M | 0.1% | +23.9% | 0.090% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 361,285 | $26.66M | 2.0% | +22.7% | 0.521% | |
| 5/14/2025 | Comerica Bank | 4,758 | $351K | 0.0% | +80.8% | 0.007% | |
| 5/14/2025 | Synovus Financial Corp | 4,446 | $328K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,343 | $99K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Kestra Advisory Services LLC | 216,680 | $15.99M | 0.1% | -64.6% | 0.313% | |
| 5/14/2025 | Purus Wealth Management LLC | 31,663 | $2.34M | 1.0% | -0.7% | 0.046% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 9,957 | $735K | 0.5% | +29.5% | 0.014% | |
| 5/14/2025 | Ameriprise Financial Inc. | 4,302,088 | $317.44M | 0.1% | +23.9% | 6.205% | |
| 5/14/2025 | Capital Analysts LLC | 700 | $52K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Tradition Wealth Management LLC | 167,330 | $12.35M | 1.1% | +7.7% | 0.241% | |
| 5/14/2025 | Venture Visionary Partners LLC | 190,702 | $14.07M | 0.6% | +183.6% | 0.275% | |
| 5/13/2025 | Tyler Stone Wealth Management | 50,876 | $3.75M | 0.7% | +19.5% | 0.073% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,488,837 | $109.86M | 0.0% | +33.5% | 2.147% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 48,873 | $3.61M | 0.0% | N/A | 0.070% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 21,070 | $1.56M | 0.3% | +43.0% | 0.030% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 11,730 | $866K | 0.1% | +28.0% | 0.017% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 419,790 | $30.98M | 0.8% | +47.3% | 0.605% | |
| 5/13/2025 | HighTower Advisors LLC | 255,690 | $18.87M | 0.0% | +10.8% | 0.369% | |
| 5/12/2025 | Cooper Financial Group | 4,349 | $321K | 0.0% | N/A | 0.006% | |
| 5/12/2025 | Benjamin Edwards Inc. | 15,029 | $1.11M | 0.0% | +271.0% | 0.022% | |
| 5/12/2025 | JPMorgan Chase & Co. | 8,585,389 | $633.52M | 0.0% | +0.6% | 12.383% | |
| 5/12/2025 | Founders Financial Alliance LLC | 3,217 | $237K | 0.1% | -9.6% | 0.005% | |
| 5/12/2025 | AlphaCore Capital LLC | 183,036 | $13.51M | 1.1% | N/A | 0.264% | |
| 5/9/2025 | Wealthspire Advisors LLC | 3,753 | $277K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 21,218 | $1.57M | 1.5% | +400.0% | 0.031% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 10,383 | $766K | 0.4% | +99.6% | 0.015% | |
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| 5/9/2025 | Atria Wealth Solutions Inc. | 26,852 | $1.98M | 0.0% | +16.3% | 0.039% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 414,973 | $30.62M | 1.0% | +1,339.3% | 0.599% | |
| 5/9/2025 | Empire Life Investments Inc. | 47,600 | $3.51M | 0.2% | -1.4% | 0.069% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,183,395 | $87.32M | 0.1% | +4.7% | 1.707% | |
| 5/9/2025 | Argent Trust Co | 45,873 | $3.39M | 0.1% | +33.4% | 0.066% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 151,586 | $11.19M | 0.0% | +51.5% | 0.219% | |
| 5/8/2025 | IFG Advisory LLC | 18,875 | $1.39M | 0.1% | +12.6% | 0.027% | |
| 5/8/2025 | Harbour Investments Inc. | 6,102 | $450K | 0.0% | -61.5% | 0.009% | |
| 5/8/2025 | MGO One Seven LLC | 37,131 | $2.74M | 0.1% | -3.1% | 0.054% | |
| 5/8/2025 | Natixis Advisors LLC | 14,454 | $1.07M | 0.0% | N/A | 0.021% | |
| 5/8/2025 | Marshall Investment Management LLC | 4,234 | $312K | 0.2% | N/A | 0.006% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 141,090 | $10.41M | 0.3% | +26.4% | 0.204% | |
| 5/8/2025 | Cozad Asset Management Inc. | 10,262 | $757K | 0.1% | +13.2% | 0.015% | |
| 5/7/2025 | Frontier Asset Management LLC | 195,371 | $14.42M | 4.2% | -4.3% | 0.282% | |
| 5/7/2025 | LPL Financial LLC | 4,413,268 | $325.66M | 0.1% | +21.1% | 6.366% | |
| 5/7/2025 | Advantage Trust Co | 272,115 | $20.08M | 12.2% | -3.8% | 0.392% | |
| 5/7/2025 | Semus Wealth Partners LLC | 22,933 | $1.69M | 1.2% | +5.6% | 0.033% | |
| 5/7/2025 | Keyvantage Wealth LLC | 155,999 | $11.51M | 5.6% | +1,170.2% | 0.225% | |
| 5/7/2025 | Resolute Wealth Strategies LLC | 37,513 | $2.77M | 1.5% | -36.6% | 0.054% | |
| 5/7/2025 | Nvwm LLC | 4,000 | $295K | 0.1% | +33.3% | 0.006% | |
| 5/7/2025 | Drive Wealth Management LLC | 5,439 | $401K | 0.1% | +38.5% | 0.008% | |
| 5/6/2025 | Assetmark Inc. | 400 | $30K | 0.0% | -34.0% | 0.001% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 8,564 | $631K | 0.2% | -2.9% | 0.012% | |
| 5/6/2025 | Cetera Investment Advisers | 248,256 | $18.32M | 0.0% | +36.5% | 0.358% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 15,420 | $1.14M | 0.0% | +19.3% | 0.022% | |
| 5/6/2025 | Brookwood Investment Group LLC | 74,277 | $5.48M | 0.9% | N/A | 0.107% | |
| 5/6/2025 | Carnegie Investment Counsel | 16,923 | $1.25M | 0.0% | +1.8% | 0.024% | |
| 5/6/2025 | Wedbush Securities Inc. | 5,718 | $422K | 0.0% | -5.2% | 0.008% | |
| 5/6/2025 | Ignite Planners LLC | 6,951 | $527K | 0.1% | +97.8% | 0.010% | |
| 5/6/2025 | Fagan Associates Inc. | 4,440 | $328K | 0.1% | +12.2% | 0.006% | |
| 5/5/2025 | Summit Wealth & Retirement Planning Inc. | 2,835 | $209K | 0.1% | +8.5% | 0.004% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 16,937 | $1.25M | 0.0% | +49.5% | 0.024% | |
| 5/5/2025 | IFP Advisors Inc | 31,612 | $2.33M | 0.1% | +5.0% | 0.046% | |
| 5/5/2025 | Foundry Financial Group Inc. | 63,606 | $4.69M | 2.9% | +2.5% | 0.092% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 37,704 | $2.78M | 0.0% | +8.4% | 0.054% | |
| 5/5/2025 | Formidable Asset Management LLC | 51,185 | $3.78M | 0.6% | +9.0% | 0.074% | |
| 5/5/2025 | Private Advisor Group LLC | 180,412 | $13.31M | 0.1% | +33.3% | 0.260% | |
| 5/5/2025 | Nwam LLC | 4,795 | $354K | 0.0% | +13.0% | 0.007% | |
| 5/2/2025 | Fortis Group Advisors LLC | 18,932 | $1.40M | 0.3% | +539.6% | 0.028% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 30,370 | $2.24M | 0.0% | +40.2% | 0.046% | |
| 5/2/2025 | Sigma Planning Corp | 16,308 | $1.20M | 0.0% | -9.4% | 0.024% | |
| 5/1/2025 | CWM LLC | 1,334,647 | $98.48M | 0.4% | +33.5% | 2.003% | |
| 5/1/2025 | Stephens Inc. AR | 46,356 | $3.42M | 0.1% | +21.8% | 0.070% | |
| 5/1/2025 | Platform Technology Partners | 6,500 | $480K | 0.1% | N/A | 0.010% | |
| 5/1/2025 | Northwest Capital Management Inc | 386 | $28K | 0.0% | -87.3% | 0.001% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 7,556 | $558K | 0.1% | +49.1% | 0.011% | |
| 4/30/2025 | Correct Capital Wealth Management | 833,503 | $61.50M | 9.9% | -1.0% | 1.251% | |
| 4/30/2025 | Aurdan Capital Management LLC | 30,446 | $2.25M | 0.8% | +30.4% | 0.046% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 104,845 | $7.74M | 3.2% | +7.9% | 0.157% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 443,097 | $32.70M | 0.5% | +27.6% | 0.665% | |
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| 4/29/2025 | Heritage Wealth Management Inc. | 4,974 | $367K | 0.1% | N/A | 0.007% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,061,655 | $78.34M | 0.0% | +6.4% | 1.593% | |
| 4/29/2025 | Sutton Place Investors LLC | 11,072 | $817K | 0.5% | +9.5% | 0.017% | |
| 4/29/2025 | Bank of New York Mellon Corp | 504,664 | $37.24M | 0.0% | N/A | 0.757% | |
| 4/29/2025 | Wayfinding Financial LLC | 12,454 | $918K | 0.4% | +24.4% | 0.019% | |
| 4/29/2025 | Olde Wealth Management LLC | 1,828 | $134K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Strategic Blueprint LLC | 93,695 | $6.91M | 0.4% | +9.2% | 0.141% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,805 | $797K | 0.0% | -7.1% | 0.016% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 4,648 | $343K | 0.0% | +48.3% | 0.007% | |
| 4/29/2025 | MBA Advisors LLC | 2,844 | $210K | 0.1% | N/A | 0.004% | |
