| 6/13/2025 | Optima Capital LLC | 86,199 | $3.97M | 2.5% | +88.4% | 0.105% | |
| 6/6/2025 | Blue Oak Capital LLC | 125,931 | $5.80M | 3.2% | +17.3% | 0.154% | |
| 5/28/2025 | Addison Capital Co | 28,383 | $1.31M | 0.5% | +65.9% | 0.035% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 98,328 | $4.53M | 0.2% | +41.5% | 0.133% | |
| 5/20/2025 | Focus Partners Wealth | 99,990 | $4.61M | 0.0% | +72.6% | 0.135% | |
| 5/19/2025 | Advisory Alpha LLC | 4,476 | $206K | 0.0% | -29.8% | 0.006% | |
| 5/16/2025 | Jones Financial Companies Lllp | 12,048 | $555K | 0.0% | N/A | 0.016% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 39,074 | $1.80M | 1.3% | -48.0% | 0.053% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 278,961 | $12.84M | 5.7% | N/A | 0.377% | |
| 5/16/2025 | NewEdge Advisors LLC | 131,691 | $6.07M | 0.0% | +10.7% | 0.178% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 43,188 | $1.99M | 0.0% | +7.6% | 0.058% | |
| 5/15/2025 | Royal Bank of Canada | 1,961,739 | $90.38M | 0.0% | +4.2% | 2.650% | |
| 5/15/2025 | Betterment LLC | 10,124 | $466K | 0.0% | -8.5% | 0.014% | |
| 5/14/2025 | Delta Investment Management LLC | 12,729 | $586K | 0.1% | -21.6% | 0.017% | |
| 5/14/2025 | Triad Wealth Partners LLC | 39,883 | $1.84M | 0.6% | +52.8% | 0.054% | |
| 5/14/2025 | CreativeOne Wealth LLC | 35,857 | $1.65M | 0.0% | +13.9% | 0.048% | |
| 5/14/2025 | PKS Advisory Services LLC | 5,806 | $267K | 0.1% | N/A | 0.008% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 15,478 | $713K | 0.5% | N/A | 0.021% | |
| 5/14/2025 | Comerica Bank | 23,269 | $1.07M | 0.0% | +259.4% | 0.031% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,151 | $237K | 0.0% | N/A | 0.007% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 5,684 | $262K | 0.0% | +46.0% | 0.008% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 82,242 | $3.79M | 0.5% | -2.9% | 0.111% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,870 | $1.84M | 0.0% | +14.0% | 0.054% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 133,878 | $6.17M | 5.5% | -12.0% | 0.181% | |
| 5/14/2025 | Flow Traders U.S. LLC | 8,218 | $379K | 0.0% | N/A | 0.011% | |
| 5/14/2025 | Tradition Wealth Management LLC | 165,813 | $7.64M | 0.7% | +90.5% | 0.224% | |
| 5/14/2025 | Heritage Financial Services LLC | 2,182,745 | $100.56M | 10.0% | -11.1% | 2.948% | |
| 5/14/2025 | Blue Investment Partners LLC | 167,428 | $7.71M | 2.9% | +26.7% | 0.226% | |
| 5/13/2025 | Raymond James Financial Inc. | 586,974 | $27.04M | 0.0% | +28.6% | 0.793% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 237,357 | $10.94M | 2.0% | +32.1% | 0.321% | |
| 5/13/2025 | Dynamic Financial Group | 5,689 | $262K | 0.3% | +10.8% | 0.008% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 734,627 | $33.84M | 0.9% | +35.7% | 0.992% | |
| 5/13/2025 | Ground Swell Capital LLC | 5,929 | $273K | 0.6% | N/A | 0.008% | |
| 5/13/2025 | NFP Retirement Inc. | 11,800 | $544K | 0.0% | +21.6% | 0.016% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 23,442 | $1.08M | 1.4% | -81.2% | 0.032% | |
| 5/13/2025 | HighTower Advisors LLC | 14,441 | $665K | 0.0% | +13.7% | 0.020% | |
| 5/12/2025 | Cooper Financial Group | 25,749 | $1.19M | 0.2% | +13.9% | 0.035% | |
| 5/12/2025 | JPMorgan Chase & Co. | 5,067,492 | $233.46M | 0.0% | +1.3% | 6.844% | |
| 5/12/2025 | Townsquare Capital LLC | 8,861 | $408K | 0.0% | -24.6% | 0.012% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 87,451 | $4.03M | 0.7% | +43.1% | 0.118% | |
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| 5/9/2025 | West Michigan Advisors LLC | 11,693 | $539K | 0.2% | +53.4% | 0.016% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 9,259 | $427K | 0.2% | +146.3% | 0.013% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 299,964 | $13.82M | 0.2% | +79.2% | 0.405% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 985,094 | $45.38M | 5.3% | +6.5% | 1.330% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 890,293 | $41.02M | 1.3% | +43.1% | 1.202% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 20,881 | $962K | 0.1% | -5.3% | 0.028% | |
| 5/9/2025 | Kickstand Ventures LLC. | 93,806 | $4.32M | 1.1% | +10.3% | 0.127% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 134,534 | $6.20M | 0.0% | +33.9% | 0.182% | |
| 5/8/2025 | Certified Advisory Corp | 326,680 | $15.05M | 1.7% | -1.8% | 0.441% | |
| 5/8/2025 | Harbour Investments Inc. | 20,059 | $924K | 0.0% | +3.0% | 0.027% | |
| 5/8/2025 | Menard Financial Group LLC | 17,098 | $782K | 0.5% | -1.3% | 0.023% | |
| 5/8/2025 | NorthRock Partners LLC | 14,856 | $684K | 0.0% | +537.3% | 0.020% | |
| 5/8/2025 | Modera Wealth Management LLC | 47,657 | $2.20M | 0.0% | +29.0% | 0.064% | |
| 5/8/2025 | Arkadios Wealth Advisors | 47,815 | $2.20M | 0.1% | N/A | 0.065% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 180,981 | $8.34M | 0.2% | +160.5% | 0.244% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 6,631 | $306K | 0.0% | N/A | 0.009% | |
| 5/7/2025 | Meeder Advisory Services Inc. | 4,908 | $226K | 0.0% | N/A | 0.007% | |
| 5/7/2025 | Indie Asset Partners LLC | 24,179 | $1.11M | 1.0% | -13.9% | 0.033% | |
| 5/7/2025 | LPL Financial LLC | 36,232 | $1.67M | 0.0% | -34.7% | 0.049% | |
| 5/7/2025 | Resolute Wealth Strategies LLC | 17,836 | $822K | 0.5% | +48.1% | 0.024% | |
| 5/7/2025 | Cornerstone Advisory LLC | 540,923 | $24.74M | 2.9% | +10.0% | 0.731% | |
| 5/6/2025 | Cetera Investment Advisers | 221,920 | $10.22M | 0.0% | +109.3% | 0.300% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 23,566 | $1.09M | 0.0% | +228.2% | 0.032% | |
| 5/6/2025 | Brookwood Investment Group LLC | 15,899 | $732K | 0.1% | N/A | 0.021% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 174,744 | $8.05M | 0.3% | -40.7% | 0.236% | |
| 5/6/2025 | Advisor OS LLC | 18,858 | $869K | 0.1% | N/A | 0.025% | |
| 5/6/2025 | Kovack Advisors Inc. | 37,080 | $1.71M | 0.2% | N/A | 0.050% | |
| 5/6/2025 | Opes Wealth Management LLC | 13,370 | $616K | 0.1% | +34.0% | 0.018% | |
| 5/6/2025 | PFG Advisors | 27,943 | $1.29M | 0.1% | +225.6% | 0.038% | |
| 5/5/2025 | Gallacher Capital Management LLC | 51,335 | $2.37M | 1.2% | -3.4% | 0.069% | |
| 5/5/2025 | IFP Advisors Inc | 4,434 | $204K | 0.0% | -23.0% | 0.006% | |
| 5/5/2025 | Beckerman Institutional LLC | 45,944 | $2.12M | 1.5% | +9.8% | 0.062% | |
| 5/5/2025 | Private Advisor Group LLC | 268,354 | $12.36M | 0.1% | +8.4% | 0.362% | |
| 5/5/2025 | Transce3nd LLC | 24,877 | $1.15M | 0.5% | +10.7% | 0.034% | |
| 5/2/2025 | Independent Wealth Network Inc. | 12,675 | $584K | 0.2% | -2.0% | 0.018% | |
| 5/2/2025 | Armor Investment Advisors LLC | 149,551 | $6.89M | 2.9% | +4.0% | 0.207% | |
| 5/2/2025 | Fortis Group Advisors LLC | 5,561 | $256K | 0.0% | N/A | 0.008% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 245,793 | $11.32M | 0.2% | +565.2% | 0.340% | |
| 5/2/2025 | Napatree Capital LLC | 15,854 | $730K | 0.4% | N/A | 0.022% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 468,214 | $21.57M | 3.7% | +50.6% | 0.648% | |
| 5/2/2025 | FWG Holdings LLC | 10,497 | $483K | 0.2% | +2.7% | 0.015% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 319,005 | $14.70M | 7.6% | +14.4% | 0.441% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,460 | $67K | 0.0% | +58.5% | 0.002% | |
| 5/2/2025 | Penney Financial LLC | 6,515 | $300K | 0.2% | +18.8% | 0.009% | |
| 5/2/2025 | Apollon Wealth Management LLC | 6,575 | $303K | 0.0% | N/A | 0.009% | |
| 5/2/2025 | Sigma Planning Corp | 36,857 | $1.70M | 0.1% | -5.7% | 0.051% | |
| 5/1/2025 | LRI Investments LLC | 838 | $39K | 0.0% | N/A | 0.001% | |
| 5/1/2025 | CWM LLC | 2,820 | $130K | 0.0% | N/A | 0.004% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 1,600 | $74K | 0.0% | +60.0% | 0.002% | |
| 5/1/2025 | Stephens Inc. AR | 14,587 | $672K | 0.0% | +9.0% | 0.020% | |
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| 5/1/2025 | BankPlus Trust Department | 23,464 | $1.08M | 0.4% | +43.2% | 0.032% | |
| 5/1/2025 | SkyOak Wealth LLC | 151,858 | $7.00M | 1.5% | +27.3% | 0.210% | |
| 5/1/2025 | Sage Rhino Capital LLC | 48,415 | $2.23M | 0.5% | +1.5% | 0.067% | |
| 4/30/2025 | Seamount Financial Group Inc. | 29,839 | $1.38M | 0.9% | +7.7% | 0.041% | |
| 4/30/2025 | Peoples Bank OH | 53,476 | $2.46M | 1.6% | +7.1% | 0.074% | |
| 4/30/2025 | Narus Financial Partners LLC | 53,672 | $2.47M | 0.8% | -12.1% | 0.074% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 101,654 | $4.68M | 0.1% | +202.7% | 0.141% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 15,018 | $682K | 0.1% | N/A | 0.021% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 57,771 | $2.66M | 1.6% | +17.0% | 0.080% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 871,971 | $40.17M | 0.0% | +150.9% | 1.206% | |
