| 5/21/2025 | Geneos Wealth Management Inc. | 4,180 | $2.23M | 0.1% | +1,275.0% | 0.010% | |
| 5/20/2025 | Belpointe Asset Management LLC | 607 | $324K | 0.0% | -57.8% | 0.001% | |
| 5/20/2025 | Focus Partners Wealth | 83,158 | $44.37M | 0.1% | -2.6% | 0.204% | |
| 5/20/2025 | Flaharty Asset Management LLC | 278 | $148K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Glenview Trust co | 887 | $473K | 0.0% | -2.1% | 0.002% | |
| 5/20/2025 | Aspen Investment Management Inc | 2,831 | $1.51M | 0.7% | -3.9% | 0.007% | |
| 5/19/2025 | SCS Capital Management LLC | 61,505 | $32.86M | 0.4% | N/A | 0.151% | |
| 5/16/2025 | Hancock Prospecting Pty Ltd | 2,875,190 | $1.53B | 32.9% | N/A | 7.061% | |
| 5/16/2025 | McIlrath & Eck LLC | 1,120 | $597K | 0.1% | -1.7% | 0.003% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 472 | $252K | 0.0% | +5.1% | 0.001% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 631,644 | $336.97M | 0.1% | -32.3% | 1.551% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,762 | $1.47M | 0.0% | -48.4% | 0.007% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 545 | $291K | 0.2% | N/A | 0.001% | |
| 5/16/2025 | Rise Advisors LLC | 784 | $418K | 0.2% | +15.1% | 0.002% | |
| 5/16/2025 | Pacific Center for Financial Services | 13,069 | $6.97M | 1.8% | -1.9% | 0.032% | |
| 5/16/2025 | Plancorp LLC | 2,163 | $1.15M | 0.0% | +115.7% | 0.005% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,976 | $3.19M | 0.0% | -19.4% | 0.015% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,023 | $546K | 0.0% | +4.3% | 0.003% | |
| 5/16/2025 | Hancock Whitney Corp | 29,252 | $15.61M | 0.5% | +0.1% | 0.072% | |
| 5/16/2025 | Curi RMB Capital LLC | 28,362 | $15.17M | 0.4% | -5.2% | 0.070% | |
| 5/16/2025 | Alliancebernstein L.P. | 254,171 | $135.60M | 0.0% | -2.4% | 0.624% | |
| 5/16/2025 | AQR Capital Management LLC | 6,417 | $3.42M | 0.0% | +27.9% | 0.016% | |
| 5/16/2025 | AlTi Global Inc. | 3,004 | $1.61M | 0.0% | -5.5% | 0.007% | |
| 5/16/2025 | Alexis Investment Partners LLC | 11,229 | $5.98M | 2.9% | +4.8% | 0.028% | |
| 5/16/2025 | Ancora Advisors LLC | 862 | $460K | 0.0% | +4.2% | 0.002% | |
| 5/16/2025 | 1 North Wealth Services LLC | 98 | $52K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 45,467 | $24.26M | 3.7% | +1.5% | 0.112% | |
| 5/15/2025 | EP Wealth Advisors LLC | 31,311 | $16.70M | 0.1% | +1.7% | 0.077% | |
| 5/15/2025 | Capital Investment Counsel LLC | 465 | $248K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Paloma Partners Management Co | 1,189 | $634K | 0.1% | N/A | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 14,700 | $7.84M | 0.1% | +65.6% | 0.036% | |
| 5/15/2025 | Flputnam Investment Management Co. | 10,077 | $5.38M | 0.1% | +3.7% | 0.025% | |
| 5/15/2025 | MAI Capital Management | 244,385 | $130.37M | 1.0% | -1.2% | 0.600% | |
| 5/15/2025 | DRW Securities LLC | 3,000 | $1.60M | 0.0% | +103.1% | 0.007% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 4,567 | $2.44M | 0.1% | -0.6% | 0.011% | |
| 5/15/2025 | Titleist Asset Management LLC | 943 | $503K | 0.1% | +15.6% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 51,747 | $27.61M | 0.1% | -2.5% | 0.127% | |
| 5/15/2025 | Activest Wealth Management | 51 | $27K | 0.0% | -71.0% | 0.000% | |
| 5/15/2025 | JDM Financial Group LLC | 689 | $368K | 0.2% | -3.5% | 0.002% | |
| 5/15/2025 | Trexquant Investment LP | 886 | $473K | 0.0% | +22.2% | 0.002% | |
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| 5/15/2025 | Hanover Advisors Inc. | 11,759 | $6.27M | 2.7% | +1.1% | 0.029% | |
| 5/15/2025 | BNP Paribas Financial Markets | 258,837 | $138.08M | 0.1% | -1.7% | 0.636% | |
| 5/15/2025 | Eisler Capital Management Ltd. | 600 | $320K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,363 | $3.40M | 0.1% | +115.0% | 0.016% | |
| 5/14/2025 | Ieq Capital LLC | 14,333 | $7.65M | 0.1% | +36.8% | 0.035% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 445 | $238K | 0.0% | -14.6% | 0.001% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 1,414 | $754K | 0.3% | +5.3% | 0.003% | |
| 5/14/2025 | Keeley Teton Advisors LLC | 6,655 | $3.55M | 0.4% | +8.5% | 0.016% | |
| 5/14/2025 | PKS Advisory Services LLC | 4,205 | $2.24M | 0.6% | -13.5% | 0.010% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 217,984 | $116.26M | 0.3% | -42.4% | 0.535% | |
| 5/14/2025 | Tandem Wealth Advisors LLC | 29,251 | $15.60M | 8.2% | +2.8% | 0.072% | |
| 5/14/2025 | Comerica Bank | 53,998 | $28.81M | 0.1% | +19.4% | 0.133% | |
| 5/14/2025 | MetLife Investment Management LLC | 78,200 | $41.72M | 0.2% | -9.3% | 0.192% | |
| 5/14/2025 | Synovus Financial Corp | 11,555 | $6.16M | 0.1% | +0.2% | 0.028% | |
| 5/14/2025 | SVB Wealth LLC | 5,411 | $2.89M | 0.1% | +15.1% | 0.013% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 576,635 | $307.62M | 0.3% | +3.7% | 1.416% | |
| 5/14/2025 | Kestra Advisory Services LLC | 29,627 | $15.81M | 0.1% | -4.1% | 0.073% | |
| 5/14/2025 | Broadview Financial Management LLC | 1,038 | $554K | 0.4% | -3.1% | 0.003% | |
| 5/14/2025 | Compound Planning Inc. | 1,725 | $920K | 0.0% | +11.2% | 0.004% | |
| 5/14/2025 | Ameriprise Financial Inc. | 69,204 | $36.92M | 0.0% | -48.3% | 0.170% | |
| 5/14/2025 | Guidance Point Advisors LLC | 512 | $273K | 0.1% | -23.4% | 0.001% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 3,487 | $1.86M | 1.7% | -8.8% | 0.009% | |
| 5/14/2025 | CW Advisors LLC | 11,478 | $6.21M | 0.1% | +349.9% | 0.028% | |
| 5/14/2025 | Summit Financial LLC | 9,444 | $5.04M | 0.1% | +5.2% | 0.023% | |
| 5/14/2025 | Tiemann Investment Advisors LLC | 3,108 | $1.66M | 0.8% | -1.0% | 0.008% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 442 | $236K | 0.0% | +11.1% | 0.001% | |
| 5/14/2025 | Credit Agricole S A | 1,725 | $920K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Hsbc Holdings PLC | 8,484 | $4.52M | 0.0% | -8.4% | 0.021% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 717 | $383K | 0.0% | -5.9% | 0.002% | |
| 5/14/2025 | RWA Wealth Partners LLC | 3,707 | $1.98M | 0.0% | -17.9% | 0.009% | |
| 5/13/2025 | Aviso Financial Inc. | 50 | $27K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Northern Trust Corp | 1,116,167 | $595.45M | 0.1% | +0.2% | 2.741% | |
| 5/13/2025 | Keystone Global Partners LLC | 1,067 | $569K | 0.4% | N/A | 0.003% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 15,090 | $8.05M | 0.2% | -19.9% | 0.037% | |
| 5/13/2025 | Blue Edge Capital LLC | 10,993 | $5.86M | 0.9% | N/A | 0.027% | |
| 5/13/2025 | FCG Investment Co | 1,159 | $618K | 0.4% | +6.6% | 0.003% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 3,072 | $1.64M | 0.1% | -4.4% | 0.008% | |
| 5/13/2025 | Starr Indemnity & Liability Co | 67,400 | $35.96M | 17.4% | N/A | 0.166% | |
| 5/13/2025 | C V Starr & Co. Inc. | 42,100 | $22.46M | 17.3% | N/A | 0.103% | |
| 5/13/2025 | Cascade Financial Partners LLC | 1,440 | $768K | 0.1% | -5.6% | 0.004% | |
| 5/13/2025 | Moment Partners LLC | 1,168 | $623K | 0.1% | +4.0% | 0.003% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 24,338 | $12.98M | 0.1% | -4.1% | 0.060% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 7,685 | $4.10M | 1.9% | -2.5% | 0.019% | |
| 5/13/2025 | Raymond James Financial Inc. | 553,938 | $295.52M | 0.1% | -3.9% | 1.360% | |
| 5/13/2025 | Cresset Asset Management LLC | 23,208 | $12.41M | 0.1% | -35.8% | 0.057% | |
| 5/13/2025 | Boston Family Office LLC | 12,937 | $6.90M | 0.5% | -5.4% | 0.032% | |
| 5/13/2025 | Gator Capital Management LLC | 1,339 | $714K | 0.3% | -16.9% | 0.003% | |
| 5/13/2025 | Gen Wealth Partners Inc | 1,508 | $804K | 0.3% | -24.4% | 0.004% | |
| 5/13/2025 | American Century Companies Inc. | 965 | $515K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 1,968 | $1.05M | 0.1% | -12.5% | 0.005% | |
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| 5/13/2025 | High Falls Advisors Inc | 2,038 | $1.09M | 0.3% | -22.7% | 0.005% | |
| 5/13/2025 | Measured Risk Portfolios Inc. | 697 | $372K | 0.4% | -6.2% | 0.002% | |
| 5/13/2025 | Horizon Investments LLC | 1,981 | $1.06M | 0.0% | -2.3% | 0.005% | |
| 5/13/2025 | Finley Financial LLC | 7,920 | $4.13M | 2.3% | -2.8% | 0.019% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 17,797 | $9.50M | 0.0% | +0.9% | 0.044% | |
| 5/13/2025 | Evensky & Katz LLC | 7,579 | $4.04M | 0.3% | -1.4% | 0.019% | |
| 5/13/2025 | Klingman & Associates LLC | 42,360 | $22.60M | 1.4% | +0.2% | 0.104% | |
| 5/13/2025 | Dagco Inc. | 227 | $121K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Russell Investments Group Ltd. | 190 | $101K | 0.0% | +442.9% | 0.000% | |
| 5/13/2025 | Callan Family Office LLC | 20,167 | $10.76M | 0.8% | -2.7% | 0.050% | |
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