| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 5/8/2025 | MONECO Advisors LLC | 23,157 | $1.84M | 0.2% | +79.2% | 0.088% | |
| 5/8/2025 | Certified Advisory Corp | 2,734 | $217K | 0.0% | +15.9% | 0.010% | |
| 5/8/2025 | US Bancorp DE | 22,039 | $1.75M | 0.0% | -1.1% | 0.084% | |
| 5/8/2025 | Harbour Investments Inc. | 4,372 | $347K | 0.0% | +3.3% | 0.017% | |
| 5/8/2025 | NorthRock Partners LLC | 1,021,776 | $81.19M | 2.7% | +2.4% | 3.892% | |
| 5/8/2025 | Arkadios Wealth Advisors | 4,631 | $368K | 0.0% | -4.0% | 0.018% | |
| 5/8/2025 | First National Trust Co | 331,511 | $26.34M | 1.1% | -7.7% | 1.263% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 28,819 | $2.29M | 0.1% | +5.2% | 0.110% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 433 | $34K | 0.0% | N/A | 0.002% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 140,873 | $11.19M | 0.2% | +5.5% | 0.537% | |
| 5/7/2025 | LPL Financial LLC | 1,825,628 | $145.06M | 0.1% | +4.0% | 6.955% | |
| 5/7/2025 | Drive Wealth Management LLC | 4,078 | $324K | 0.1% | -4.5% | 0.016% | |
| 5/6/2025 | Cetera Investment Advisers | 130,075 | $10.34M | 0.0% | +68.3% | 0.496% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 41,588 | $3.31M | 0.0% | +14.5% | 0.158% | |
| 5/6/2025 | Advisor OS LLC | 2,866 | $228K | 0.0% | N/A | 0.011% | |
| 5/6/2025 | AE Wealth Management LLC | 731,438 | $58.12M | 0.5% | +13.2% | 2.786% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 19,261 | $1.53M | 0.8% | +4.8% | 0.073% | |
| 5/6/2025 | Milestone Asset Management Group LLC | 9,134 | $726K | 0.7% | +2.0% | 0.035% | |
| 5/6/2025 | KDK Private Wealth Management LLC | 5,637 | $448K | 0.5% | -2.2% | 0.021% | |
| 5/6/2025 | Choreo LLC | 4,137 | $329K | 0.0% | +5.8% | 0.016% | |
| 5/6/2025 | PFG Advisors | 10,112 | $804K | 0.0% | -6.2% | 0.039% | |
| 5/5/2025 | Lewis Asset Management LLC | 11,484 | $913K | 0.8% | -2.4% | 0.044% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 11,524 | $916K | 0.5% | +30.5% | 0.044% | |
| 5/5/2025 | Integrated Capital Management LLC | 98,120 | $7.80M | 4.3% | +2.8% | 0.374% | |
| 5/5/2025 | OneAscent Financial Services LLC | 5,291 | $423K | 0.0% | +16.6% | 0.020% | |
| 5/5/2025 | CBIZ Investment Advisory Services LLC | 6,203 | $493K | 0.1% | N/A | 0.024% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 460,881 | $36.62M | 3.0% | +1.2% | 1.756% | |
| 5/5/2025 | Csenge Advisory Group | 5,074 | $384K | 0.0% | -25.9% | 0.019% | |
| 5/5/2025 | Private Advisor Group LLC | 255,431 | $20.30M | 0.1% | +9.1% | 0.973% | |
| 5/5/2025 | Nwam LLC | 7,661 | $609K | 0.1% | +6.1% | 0.029% | |
| 5/2/2025 | Retirement Planning Co of New England Inc. | 7,200 | $572K | 0.2% | +148.4% | 0.024% | |
| 5/2/2025 | Acas LLC | 5,812 | $463K | 0.4% | -7.9% | 0.019% | |
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| 5/2/2025 | Kingsview Wealth Management LLC | 44,239 | $3.52M | 0.1% | -0.8% | 0.145% | |
| 5/2/2025 | Parcion Private Wealth LLC | 205,398 | $16.32M | 1.3% | -75.3% | 0.672% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 142,835 | $11.35M | 0.2% | -9.8% | 0.468% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 18,318 | $1.46M | 0.2% | +54.4% | 0.060% | |
| 5/1/2025 | Florida Financial Advisors LLC | 21,763 | $1.69M | 0.7% | +63.3% | 0.071% | |
| 5/1/2025 | CWM LLC | 32,126 | $2.55M | 0.0% | +11.1% | 0.105% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 1,380 | $110K | 0.0% | +22.1% | 0.005% | |
| 5/1/2025 | Westmount Partners LLC | 2,817 | $224K | 0.1% | N/A | 0.009% | |
| 4/30/2025 | Cerity Partners LLC | 7,885 | $627K | 0.0% | -30.2% | 0.026% | |
| 4/30/2025 | Allworth Financial LP | 5,904 | $464K | 0.0% | -9.3% | 0.019% | |
