| 6/6/2025 | Blue Oak Capital LLC | 16,466 | $1.05M | 0.6% | -10.3% | 0.016% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 25,352 | $1.62M | 0.1% | +124.8% | 0.024% | |
| 5/20/2025 | Belpointe Asset Management LLC | 25,294 | $1.61M | 0.1% | -2.0% | 0.024% | |
| 5/19/2025 | Jane Street Group LLC | 348,112 | $22.18M | 0.0% | -4.5% | 0.334% | |
| 5/16/2025 | Ascent Group LLC | 12,133 | $773K | 0.0% | -2.1% | 0.012% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 19,851 | $1.27M | 0.0% | N/A | 0.019% | |
| 5/15/2025 | Royal Bank of Canada | 248,306 | $15.82M | 0.0% | +80.6% | 0.239% | |
| 5/15/2025 | MAI Capital Management | 816 | $52K | 0.0% | +1,331.6% | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 23,665 | $1.51M | 0.0% | -3.3% | 0.023% | |
| 5/14/2025 | Jane Street Group LLC | 348,112 | $22.18M | 0.0% | -4.5% | 0.334% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 214,399 | $13.66M | 0.0% | -6.7% | 0.206% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 154,891 | $9.87M | 0.7% | +57.1% | 0.149% | |
| 5/14/2025 | Tiemann Investment Advisors LLC | 4,015 | $256K | 0.1% | +8.1% | 0.004% | |
| 5/14/2025 | TFB Advisors LLC | 16,354 | $1.04M | 0.3% | +3.4% | 0.016% | |
| 5/14/2025 | Level Four Advisory Services LLC | 436,977 | $27.84M | 1.1% | +9.2% | 0.420% | |
| 5/14/2025 | Tradition Wealth Management LLC | 209,906 | $13.38M | 1.2% | +6.1% | 0.202% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 19,823 | $1.26M | 0.6% | -2.2% | 0.019% | |
| 5/13/2025 | Raymond James Financial Inc. | 479,658 | $30.56M | 0.0% | +50.0% | 0.461% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 339,502 | $21.63M | 0.6% | +15.4% | 0.326% | |
| 5/13/2025 | Francis Financial Inc. | 302,699 | $19.29M | 4.7% | +588.3% | 0.291% | |
| 5/13/2025 | HighTower Advisors LLC | 4,039 | $257K | 0.0% | +7.6% | 0.004% | |
| 5/12/2025 | Meridian Wealth Management LLC | 6,803 | $434K | 0.0% | -18.8% | 0.007% | |
| 5/12/2025 | Cooper Financial Group | 8,560 | $545K | 0.1% | N/A | 0.008% | |
| 5/12/2025 | Invesco Ltd. | 739,000 | $47.09M | 0.0% | N/A | 0.710% | |
| 5/12/2025 | JPMorgan Chase & Co. | 62,222,765 | $3.96B | 0.3% | -4.8% | 59.784% | |
| 5/9/2025 | West Michigan Advisors LLC | 64,281 | $4.10M | 1.4% | +6.0% | 0.062% | |
| 5/9/2025 | Financial Connections Group Inc. | 49,641 | $3.16M | 1.4% | +212.2% | 0.048% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,294 | $528K | 0.0% | -24.2% | 0.008% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,364,819 | $86.97M | 0.1% | +9.9% | 1.311% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,529 | $97K | 0.0% | N/A | 0.001% | |
| 5/8/2025 | IFG Advisory LLC | 4,484 | $286K | 0.0% | +19.5% | 0.004% | |
| 5/8/2025 | US Bancorp DE | 2,117 | $135K | 0.0% | N/A | 0.002% | |
| 5/8/2025 | Harbour Investments Inc. | 826 | $53K | 0.0% | -16.5% | 0.001% | |
| 5/8/2025 | Cutler Investment Counsel LLC | 387,257 | $24.68M | 3.0% | +52.0% | 0.372% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 82,553 | $5.26M | 0.4% | +105.9% | 0.079% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 31,465 | $2.01M | 0.2% | +9.7% | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 3,014,735 | $192.10M | 0.1% | -1.6% | 2.897% | |
| 5/7/2025 | Semus Wealth Partners LLC | 3,201 | $204K | 0.1% | N/A | 0.003% | |
| 5/7/2025 | HB Wealth Management LLC | 28,164 | $1.80M | 0.0% | N/A | 0.027% | |
| 5/6/2025 | Assetmark Inc. | 1,511,943 | $96.34M | 0.3% | -4.7% | 1.453% | |
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| 5/6/2025 | Cetera Investment Advisers | 790,000 | $50.34M | 0.1% | +45.3% | 0.759% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,735 | $557K | 0.0% | N/A | 0.008% | |
| 5/6/2025 | Vestor Capital LLC | 284,249 | $18.11M | 1.5% | +0.6% | 0.273% | |
| 5/5/2025 | IFP Advisors Inc | 5,752 | $367K | 0.0% | +9.9% | 0.006% | |
| 5/5/2025 | Conservest Capital Advisors Inc. | 875,352 | $55.78M | 5.9% | +8,731.2% | 0.841% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 29,892 | $1.91M | 0.0% | -6.8% | 0.029% | |
| 5/5/2025 | Csenge Advisory Group | 21,593 | $1.37M | 0.1% | -9.4% | 0.021% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 55,033 | $3.51M | 1.3% | +10.1% | 0.053% | |
| 5/5/2025 | Private Advisor Group LLC | 703,620 | $44.84M | 0.3% | +128.5% | 0.676% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 5,057 | $322K | 0.0% | -80.8% | 0.005% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 1,180,260 | $75.21M | 1.1% | N/A | 1.153% | |
| 5/2/2025 | Parcion Private Wealth LLC | 26,773 | $1.71M | 0.1% | -95.8% | 0.026% | |
| 5/2/2025 | Leo Wealth LLC | 198,228 | $12.63M | 1.8% | -28.3% | 0.194% | |
| 5/2/2025 | Lokken Investment Group LLC | 34,094 | $2.17M | 0.9% | -1.6% | 0.033% | |
| 5/2/2025 | Bogart Wealth LLC | 781,232 | $49.78M | 2.3% | -4.5% | 0.763% | |
| 5/1/2025 | CWM LLC | 1,085,129 | $69.14M | 0.3% | +77.5% | 1.060% | |
| 5/1/2025 | Hughes Financial Services LLC | 733,283 | $46.77M | 9.1% | +4.6% | 0.716% | |
| 5/1/2025 | TruNorth Capital Management LLC | 11,628 | $741K | 0.2% | N/A | 0.011% | |
| 5/1/2025 | Northwest Capital Management Inc | 8,092 | $516K | 0.2% | +137.0% | 0.008% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 5,834 | $372K | 0.1% | +45.5% | 0.006% | |
| 5/1/2025 | New England Professional Planning Group Inc. | 769,347 | $49.02M | 24.4% | +4.2% | 0.751% | |
| 4/30/2025 | Bryant Woods Investment Advisors LLC | 69,258 | $4.41M | 2.1% | +31.9% | 0.068% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 54,486 | $3.47M | 0.1% | -24.1% | 0.053% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 726,321 | $46.28M | 0.0% | +17.3% | 0.709% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,080,500 | $68.85M | 0.0% | N/A | 1.055% | |
| 4/29/2025 | Wayfinding Financial LLC | 10,384 | $661K | 0.3% | +4.7% | 0.010% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,164 | $137K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 2,690 | $171K | 0.0% | +396.3% | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 41,336 | $2.66M | 0.2% | +10.4% | 0.040% | |
| 4/28/2025 | Bellevue Asset Management LLC | 61,582 | $3.92M | 2.1% | -10.2% | 0.060% | |
| 4/28/2025 | Mutual Advisors LLC | 27,234 | $1.78M | 0.1% | N/A | 0.027% | |
| 4/28/2025 | Buffington Mohr McNeal | 253,125 | $16.13M | 3.2% | -8.0% | 0.247% | |
| 4/28/2025 | First Horizon Advisors Inc. | 144,200 | $9.19M | 0.3% | +2.6% | 0.141% | |
| 4/28/2025 | Private Trust Co. NA | 4,678 | $298K | 0.0% | -12.3% | 0.005% | |
| 4/25/2025 | Kendall Capital Management | 177,832 | $11.33M | 3.3% | +124.7% | 0.174% | |
| 4/25/2025 | Essex Financial Services Inc. | 4,697 | $299K | 0.0% | +7.9% | 0.005% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 152,972 | $9.75M | 2.4% | N/A | 0.149% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 8,476 | $540K | 0.1% | N/A | 0.008% | |
| 4/24/2025 | Family Investment Center Inc. | 324,082 | $20.65M | 5.0% | -24.8% | 0.317% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 62,377 | $3.98M | 1.7% | +10.7% | 0.061% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 41,490 | $2.64M | 0.2% | +20.4% | 0.041% | |
| 4/23/2025 | Pure Financial Advisors LLC | 685,566 | $43.68M | 0.9% | N/A | 0.670% | |
| 4/23/2025 | Valicenti Advisory Services Inc. | 25,535 | $1.63M | 0.4% | -7.0% | 0.025% | |
| 4/23/2025 | BridgePort Financial Solutions LLC | 17,153 | $1.09M | 0.5% | +33.6% | 0.017% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 7,500 | $478K | 0.1% | -19.2% | 0.007% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 291,324 | $18.56M | 0.1% | +5.6% | 0.285% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 134,067 | $8.54M | 2.5% | +23.3% | 0.131% | |
| 4/21/2025 | United Advisor Group LLC | 4,105 | $262K | 0.1% | N/A | 0.004% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,836 | $945K | 0.0% | -65.2% | 0.014% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 3,284 | $209K | 0.1% | -7.0% | 0.003% | |
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| 4/21/2025 | MN Wealth Advisors LLC | 88,527 | $5.64M | 3.3% | +18.1% | 0.086% | |
| 4/18/2025 | Wagner Wealth Management LLC | 100,405 | $6.40M | 1.6% | +6.0% | 0.098% | |
| 4/17/2025 | Grimes & Company Inc. | 97,868 | $6.24M | 0.2% | +103.7% | 0.096% | |
| 4/17/2025 | Signature Wealth Management Group | 4,965 | $316K | 0.1% | N/A | 0.005% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 1,086,279 | $69.22M | 0.7% | N/A | 1.061% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,117,167 | $71.19M | 0.2% | +2.2% | 1.091% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 15,494 | $987K | 0.1% | N/A | 0.015% | |
| 4/17/2025 | Fairvoy Private Wealth LLC | 5,214 | $332K | 0.1% | N/A | 0.005% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 11,075 | $706K | 1.1% | -4.9% | 0.011% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 421,219 | $26.84M | 0.5% | +34.3% | 0.411% | |
