| 7/18/2025 | Pure Financial Advisors LLC | 11,935 | $1.04M | 0.0% | -6.6% | 0.046% | |
| 7/18/2025 | GEN Financial Management INC. | 21,043 | $1.83M | 1.5% | +474.9% | 0.081% | |
| 7/18/2025 | First Pacific Financial | 4,897 | $425K | 0.1% | -15.1% | 0.019% | |
| 7/18/2025 | Truist Financial Corp | 150,017 | $13.03M | 0.0% | +1.1% | 0.577% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 18,853 | $1.64M | 0.5% | +30.7% | 0.072% | |
| 7/17/2025 | LexAurum Advisors LLC | 9,111 | $792K | 0.1% | +38.9% | 0.035% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,176 | $450K | 0.0% | -7.4% | 0.020% | |
| 7/17/2025 | Smith Anglin Financial LLC | 15,162 | $1.32M | 0.1% | -10.0% | 0.058% | |
| 7/17/2025 | Fifth Third Securities Inc. | 3,664 | $318K | 0.0% | +40.9% | 0.014% | |
| 7/17/2025 | ERn Financial LLC | 96,785 | $8.41M | 1.8% | -8.6% | 0.372% | |
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| 7/17/2025 | Tritonpoint Wealth LLC | 5,355 | $465K | 0.0% | -4.7% | 0.021% | |
| 7/17/2025 | XY Planning Network Inc. | 8,983 | $780K | 0.3% | N/A | 0.034% | |
| 7/17/2025 | KWB Wealth | 151,785 | $12.06M | 1.4% | -4.3% | 0.583% | |
| 7/16/2025 | Embree Financial Group | 2,402 | $209K | 0.0% | -11.1% | 0.009% | |
| 7/16/2025 | Motive Wealth Advisors | 4,354 | $378K | 0.2% | +56.8% | 0.017% | |
| 7/15/2025 | McAdam LLC | 187,998 | $16.33M | 0.9% | -2.6% | 0.722% | |
| 7/15/2025 | Signet Financial Management LLC | 120,659 | $10.48M | 1.3% | -7.9% | 0.463% | |
| 7/15/2025 | Total Wealth Planning LLC | 53,914 | $4.68M | 0.6% | -0.5% | 0.207% | |
| 7/15/2025 | Pine Haven Investment Counsel Inc | 2,975 | $258K | 0.2% | N/A | 0.011% | |
| 7/15/2025 | Norden Group LLC | 5,191 | $451K | 0.0% | +36.9% | 0.020% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 3,135 | $272K | 0.0% | -11.4% | 0.012% | |
| 7/15/2025 | GSB Wealth Management LLC | 6,123 | $532K | 0.1% | -18.0% | 0.024% | |
| 7/14/2025 | Occidental Asset Management LLC | 30,993 | $2.69M | 0.4% | +5.6% | 0.119% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 8,782 | $763K | 0.1% | -33.2% | 0.034% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 30,860 | $2.68M | 0.1% | +26.5% | 0.118% | |
| 7/14/2025 | Flagstar Advisors Inc. | 6,188 | $538K | 0.1% | +11.6% | 0.024% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,108 | $878K | 0.0% | -36.3% | 0.039% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 32,411 | $2.82M | 0.0% | N/A | 0.124% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 12,786 | $1.11M | 0.1% | +4.5% | 0.049% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 42,444 | $3.69M | 0.5% | N/A | 0.163% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,017 | $1.60M | 0.0% | -6.2% | 0.069% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 6,724 | $584K | 0.0% | N/A | 0.026% | |
| 7/10/2025 | Focus Financial Network Inc. | 7,778 | $676K | 0.0% | -13.2% | 0.030% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 8,604 | $684K | 0.1% | -3.6% | 0.033% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 8,837 | $768K | 0.1% | +15.7% | 0.034% | |
| 7/8/2025 | Goldstone Financial Group LLC | 74,658 | $6.62M | 0.9% | +1.4% | 0.287% | |
| 7/7/2025 | Somerset Trust Co | 2,309 | $201K | 0.1% | N/A | 0.009% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 853 | $74K | 0.0% | +80.7% | 0.003% | |
| 7/2/2025 | Michael S. Ryan Inc. | 78,602 | $6.83M | 4.3% | +62.2% | 0.302% | |
| 7/2/2025 | Waller Financial Planning Group Inc. | 50,848 | $4.42M | 1.1% | +21.8% | 0.196% | |
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| 7/1/2025 | Confluence Investment Management LLC | 207,668 | $18.04M | 0.3% | -53.0% | 0.799% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 46,302 | $3.68M | 0.0% | +6.7% | 0.178% | |
| 6/10/2025 | Compass Financial Services Inc | 718 | $57K | 0.0% | N/A | 0.003% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 6,203 | $493K | 0.0% | N/A | 0.024% | |
| 5/27/2025 | Advisors Capital Management LLC | 6,064 | $482K | 0.0% | +10.2% | 0.023% | |
| 5/21/2025 | McAdam LLC | 193,055 | $15.34M | 0.9% | -8.5% | 0.735% | |
| 5/20/2025 | Belpointe Asset Management LLC | 2,957 | $235K | 0.0% | N/A | 0.011% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 2,957 | $235K | 0.0% | N/A | 0.011% | |
| 5/19/2025 | Jane Street Group LLC | 4,667 | $371K | 0.0% | N/A | 0.018% | |
| 5/19/2025 | SCS Capital Management LLC | 14,736 | $1.17M | 0.0% | -8.0% | 0.056% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 3,884 | $309K | 0.0% | +22.1% | 0.015% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 34,432 | $2.74M | 0.1% | -21.9% | 0.131% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 46,302 | $3.68M | 0.0% | +6.7% | 0.176% | |
| 5/16/2025 | Jones Financial Companies Lllp | 114,403 | $9.05M | 0.0% | -3.2% | 0.436% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 71,100 | $5.63M | 2.5% | +26.6% | 0.271% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,127 | $407K | 0.0% | +7.0% | 0.020% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 4,032 | $320K | 0.0% | +35.4% | 0.015% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 297,524 | $23.64M | 0.2% | +75.4% | 1.133% | |
| 5/15/2025 | EP Wealth Advisors LLC | 7,576 | $602K | 0.0% | -1.8% | 0.029% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 15,854 | $1.26M | 0.0% | -13.0% | 0.060% | |
| 5/15/2025 | Royal Bank of Canada | 81,888 | $6.51M | 0.0% | +1.3% | 0.312% | |
| 5/15/2025 | MAI Capital Management | 14,899 | $1.18M | 0.0% | -9.3% | 0.057% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 9,692 | $770K | 0.0% | N/A | 0.037% | |
| 5/14/2025 | Ieq Capital LLC | 5,671 | $451K | 0.0% | -18.2% | 0.022% | |
| 5/14/2025 | Keeley Teton Advisors LLC | 37,123 | $2.95M | 0.4% | -0.9% | 0.141% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 81,565 | $6.48M | 0.5% | -10.9% | 0.311% | |
| 5/14/2025 | Apexium Financial LP | 11,960 | $950K | 0.1% | +53.5% | 0.046% | |
| 5/14/2025 | Comerica Bank | 20,317 | $1.61M | 0.0% | -14.2% | 0.077% | |
| 5/14/2025 | Freedom Investment Management Inc. | 14,196 | $1.13M | 0.1% | -15.1% | 0.054% | |
| 5/14/2025 | Synovus Financial Corp | 2,707 | $215K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | B&D White Capital Company LLC | 6,292 | $499K | 0.1% | -72.6% | 0.024% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 441 | $35K | 0.0% | +114.1% | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 192,523 | $15.30M | 0.0% | +37.2% | 0.733% | |
| 5/14/2025 | Kestra Advisory Services LLC | 13,736 | $1.09M | 0.0% | +18.9% | 0.052% | |
| 5/14/2025 | Broadview Financial Management LLC | 16,102 | $1.28M | 1.0% | +2.1% | 0.061% | |
| 5/14/2025 | Asset Management Group Inc. | 21,091 | $1.68M | 0.3% | -1.0% | 0.080% | |
| 5/14/2025 | Capital Analysts LLC | 19,234 | $1.53M | 0.1% | +4,222.2% | 0.073% | |
| 5/13/2025 | Raymond James Financial Inc. | 344,974 | $27.41M | 0.0% | +20.0% | 1.314% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 6,173 | $491K | 0.6% | +13.8% | 0.024% | |
| 5/13/2025 | Klingman & Associates LLC | 302,748 | $24.06M | 1.5% | +0.9% | 1.153% | |
| 5/13/2025 | HighTower Advisors LLC | 272,600 | $21.66M | 0.0% | +3.4% | 1.038% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,349,917 | $107.27M | 0.2% | -2.8% | 5.143% | |
| 5/12/2025 | Independent Advisor Alliance | 4,139 | $329K | 0.0% | -75.8% | 0.016% | |
| 5/12/2025 | Linscomb Wealth Inc. | 24,353 | $1.94M | 0.1% | +1.2% | 0.093% | |
| 5/12/2025 | Benjamin Edwards Inc. | 1,025,148 | $81.46M | 1.1% | -13.4% | 3.905% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 55,011 | $4.37M | 0.4% | -0.5% | 0.210% | |
| 5/12/2025 | Townsquare Capital LLC | 94,120 | $7.48M | 0.1% | +5.5% | 0.359% | |
| 5/12/2025 | Bristlecone Advisors LLC | 28,986 | $2.30M | 0.2% | +31.0% | 0.110% | |
| 5/12/2025 | Citigroup Inc. | 2,770,535 | $220.15M | 0.1% | +17.3% | 10.554% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 56,301 | $4.58M | 0.2% | +11.1% | 0.214% | |
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| 5/9/2025 | WealthShield Partners LLC | 70,965 | $5.64M | 0.7% | +1.3% | 0.270% | |
| 5/9/2025 | Wealthspire Advisors LLC | 12,935 | $1.03M | 0.0% | +4.1% | 0.049% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 13,343 | $1.06M | 0.6% | +2.3% | 0.051% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 14,540 | $1.16M | 0.0% | +2.1% | 0.055% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 50,583 | $4.02M | 0.5% | -2.1% | 0.193% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 159,420 | $12.67M | 0.4% | -1.6% | 0.607% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 234,426 | $18.63M | 0.0% | -0.2% | 0.893% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,042 | $242K | 0.0% | +6.0% | 0.012% | |
| 5/8/2025 | TIAA Trust National Association | 141,977 | $11.28M | 0.0% | -39.9% | 0.541% | |
| 5/8/2025 | UNIVEST FINANCIAL Corp | 19,921 | $1.58M | 0.1% | -8.6% | 0.076% | |
