| 5/20/2025 | Focus Partners Wealth | 413,535 | $23.70M | 0.1% | -52.5% | 0.613% | |
| 5/16/2025 | Jones Financial Companies Lllp | 39,234 | $2.25M | 0.0% | -92.6% | 0.058% | |
| 5/16/2025 | NewEdge Advisors LLC | 68,313 | $3.91M | 0.0% | -20.5% | 0.101% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 186,824 | $10.71M | 0.1% | +14.3% | 0.277% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 36,561 | $2.10M | 1.0% | -20.6% | 0.054% | |
| 5/15/2025 | Royal Bank of Canada | 1,483,348 | $85.00M | 0.0% | +0.6% | 2.198% | |
| 5/15/2025 | Betterment LLC | 21,825 | $1.25M | 0.0% | +3.6% | 0.032% | |
| 5/15/2025 | OLD Mission Capital LLC | 4,034 | $231K | 0.0% | N/A | 0.006% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 3,316,810 | $190.05M | 0.2% | -0.7% | 4.914% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 175,505 | $10.52M | 4.2% | -5.7% | 0.260% | |
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| 5/15/2025 | WPG Advisers LLC | 59,824 | $3.43M | 3.2% | N/A | 0.089% | |
| 5/15/2025 | Graney & King LLC | 60,305 | $3.46M | 2.6% | +7.7% | 0.089% | |
| 5/14/2025 | Comerica Bank | 31,690 | $1.82M | 0.0% | +26.8% | 0.047% | |
| 5/14/2025 | Freedom Investment Management Inc. | 60,432 | $3.46M | 0.3% | -3.1% | 0.090% | |
| 5/14/2025 | Synovus Financial Corp | 263,326 | $15.09M | 0.2% | +0.7% | 0.390% | |
| 5/14/2025 | SVB Wealth LLC | 504 | $29K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,649,521 | $94.52M | 0.1% | -4.9% | 2.444% | |
| 5/14/2025 | Kestra Advisory Services LLC | 107,829 | $6.18M | 0.0% | +1.9% | 0.160% | |
| 5/14/2025 | D.B. Root & Company LLC | 24,816 | $1.42M | 0.5% | -20.7% | 0.037% | |
| 5/14/2025 | Ameriprise Financial Inc. | 4,734,347 | $270.96M | 0.1% | -4.9% | 7.014% | |
| 5/14/2025 | CW Advisors LLC | 7,478 | $430K | 0.0% | N/A | 0.011% | |
| 5/14/2025 | Flow Traders U.S. LLC | 21,264 | $1.22M | 0.1% | N/A | 0.032% | |
| 5/14/2025 | Venture Visionary Partners LLC | 4,055 | $232K | 0.0% | -75.0% | 0.006% | |
| 5/13/2025 | Tyler Stone Wealth Management | 11,924 | $683K | 0.1% | -5.4% | 0.018% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,269,476 | $130.04M | 0.0% | +12.5% | 3.362% | |
| 5/13/2025 | HighTower Advisors LLC | 4,783 | $274K | 0.0% | +37.6% | 0.007% | |
| 5/12/2025 | Linscomb Wealth Inc. | 67,094 | $3.84M | 0.2% | +9.1% | 0.099% | |
| 5/12/2025 | Cooper Financial Group | 33,250 | $1.91M | 0.3% | -6.4% | 0.049% | |
| 5/12/2025 | Benjamin Edwards Inc. | 16,800 | $963K | 0.0% | +38.8% | 0.025% | |
| 5/12/2025 | AlphaCore Capital LLC | 83,380 | $4.78M | 0.4% | N/A | 0.124% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 55,011 | $3.15M | 0.1% | +36.2% | 0.081% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 65,321 | $3.74M | 0.0% | +2.9% | 0.097% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 5,485 | $314K | 0.0% | +31.7% | 0.008% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,862,626 | $106.73M | 0.2% | +2.1% | 2.759% | |
| 5/8/2025 | MONECO Advisors LLC | 26,398 | $1.51M | 0.2% | +4.4% | 0.039% | |
| 5/8/2025 | MGO One Seven LLC | 43,225 | $2.48M | 0.1% | +4.8% | 0.064% | |
| 5/8/2025 | Atlas Wealth LLC | 65,550 | $3.76M | 1.5% | +46.7% | 0.097% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 3,748 | $215K | 0.1% | N/A | 0.006% | |
| 5/8/2025 | Arkadios Wealth Advisors | 46,815 | $2.68M | 0.1% | +32.8% | 0.069% | |
| 5/8/2025 | Independence Financial Advisors LLC | 8,133 | $466K | 0.2% | N/A | 0.012% | |
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| 5/7/2025 | Vantage Financial Partners LLC | 13,558 | $777K | 0.2% | +154.6% | 0.020% | |
| 5/7/2025 | LPL Financial LLC | 4,223,299 | $242.00M | 0.1% | -7.5% | 6.257% | |
| 5/6/2025 | Assetmark Inc. | 8,156 | $467K | 0.0% | +33.0% | 0.012% | |
| 5/6/2025 | Cetera Investment Advisers | 585,915 | $33.57M | 0.1% | -17.6% | 0.868% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 591,762 | $33.91M | 0.2% | +1.1% | 0.877% | |
| 5/6/2025 | Gilbert & Cook Inc. | 859,667 | $49.26M | 7.1% | +24.0% | 1.274% | |
| 5/6/2025 | FreeGulliver LLC | 22,390 | $1.28M | 0.6% | -73.7% | 0.033% | |
| 5/6/2025 | SpringVest Wealth Management LLC | 25,406 | $1.46M | 1.2% | +4.3% | 0.038% | |
| 5/6/2025 | Forge Financial Services LLC | 93,406 | $5.35M | 4.7% | -1.1% | 0.138% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 64,143 | $3.68M | 1.7% | -5.6% | 0.095% | |
| 5/6/2025 | PFG Advisors | 74,115 | $4.25M | 0.2% | +6.7% | 0.110% | |
| 5/5/2025 | Foundry Financial Group Inc. | 93,468 | $5.36M | 3.3% | -10.5% | 0.138% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 86,711 | $4.97M | 0.1% | +6.3% | 0.128% | |
| 5/5/2025 | Private Advisor Group LLC | 1,126,036 | $64.52M | 0.4% | +3.6% | 1.668% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 33,339 | $1.91M | 0.0% | +75.9% | 0.049% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 51,268 | $2.94M | 2.1% | -74.5% | 0.076% | |
| 5/2/2025 | Larson Financial Group LLC | 280,702 | $16.08M | 0.8% | +64.4% | 0.414% | |
| 5/1/2025 | CWM LLC | 7,532 | $432K | 0.0% | -7.8% | 0.011% | |
| 5/1/2025 | BankPlus Trust Department | 126,087 | $7.23M | 2.4% | +3.6% | 0.186% | |
| 4/30/2025 | Cerity Partners LLC | 6,895 | $395K | 0.0% | -26.1% | 0.010% | |
| 4/30/2025 | Allworth Financial LP | 7,676 | $428K | 0.0% | -3.1% | 0.011% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 9,268 | $531K | 0.3% | -16.9% | 0.014% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 220,960 | $12.66M | 0.2% | +12.4% | 0.326% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 488,658 | $28M | 6.3% | +6.0% | 0.721% | |
| 4/30/2025 | Interchange Capital Partners LLC | 29,809 | $1.71M | 0.5% | +1.1% | 0.044% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 18,623 | $1.07M | 0.4% | -2.7% | 0.027% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 619,743 | $35.51M | 0.0% | +5.9% | 0.914% | |
| 4/29/2025 | Chilton Capital Management LLC | 131,744 | $7.55M | 0.3% | -3.8% | 0.194% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 25,910 | $1.49M | 0.0% | +16.8% | 0.038% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 47,228 | $2.71M | 0.4% | -18.4% | 0.070% | |
| 4/28/2025 | D.A. Davidson & CO. | 34,127 | $1.96M | 0.0% | -66.0% | 0.050% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 19,845 | $1.14M | 0.2% | +3.7% | 0.029% | |
| 4/28/2025 | Private Trust Co. NA | 4,387 | $251K | 0.0% | +14.0% | 0.006% | |
| 4/28/2025 | Coastline Trust Co | 9,929 | $569K | 0.1% | -23.0% | 0.015% | |
| 4/28/2025 | DAVENPORT & Co LLC | 36,631 | $2.10M | 0.0% | +1.4% | 0.054% | |
| 4/25/2025 | Hixon Zuercher LLC | 122,626 | $7.03M | 2.5% | N/A | 0.181% | |
| 4/25/2025 | Keystone Financial Services LLC | 44,859 | $2.57M | 2.2% | +23.9% | 0.066% | |
| 4/25/2025 | Enzi Wealth | 611,312 | $34.12M | 13.8% | +3.6% | 0.902% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 24,934 | $1.43M | 1.0% | +8.3% | 0.037% | |
| 4/24/2025 | Golden State Wealth Management LLC | 593 | $34K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 14,596 | $836K | 0.1% | +1.8% | 0.022% | |
| 4/23/2025 | KPP Advisory Services LLC | 239,946 | $13.75M | 2.5% | +2.6% | 0.354% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 32,196 | $1.85M | 0.1% | -2.6% | 0.048% | |
| 4/23/2025 | Perigon Wealth Management LLC | 23,058 | $1.32M | 0.0% | -92.3% | 0.034% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 2,456 | $141K | 0.0% | +123.3% | 0.004% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,186 | $68K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | DORVAL Corp | 37,072 | $2.23M | 0.9% | +1.7% | 0.055% | |
| 4/23/2025 | International Assets Investment Management LLC | 37,424 | $2.14M | 0.1% | +5.7% | 0.055% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 6,663 | $382K | 0.1% | +4.8% | 0.010% | |
| 4/23/2025 | Valmark Advisers Inc. | 37,658 | $2.16M | 0.0% | -3.2% | 0.056% | |
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| 4/22/2025 | FMA Wealth Management LLC | 83,453 | $5.03M | 3.9% | -1.0% | 0.123% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 358,481 | $20.54M | 0.1% | -17.1% | 0.529% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 7,131 | $375K | 0.2% | -3.0% | 0.011% | |
| 4/22/2025 | Synergy Asset Management LLC | 6,256 | $358K | 0.0% | -50.0% | 0.009% | |
| 4/22/2025 | Hill Island Financial LLC | 23,359 | $1.34M | 0.4% | -95.3% | 0.034% | |
| 4/22/2025 | Advisor Resource Council | 3,574 | $205K | 0.0% | N/A | 0.005% | |
| 4/21/2025 | Avior Wealth Management LLC | 4,531 | $260K | 0.0% | -23.2% | 0.007% | |
| 4/21/2025 | ERn Financial LLC | 218,218 | $12.50M | 2.0% | -11.1% | 0.322% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 15,044 | $857K | 0.1% | +28.8% | 0.022% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 16,858 | $966K | 0.1% | -8.8% | 0.025% | |
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