| 5/28/2025 | Silicon Valley Capital Partners | 25,798 | $3.28M | 0.4% | -6.3% | 0.036% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,628 | $210K | 0.0% | +24.7% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 10,769 | $1.39M | 0.0% | +18.2% | 0.015% | |
| 5/19/2025 | Jane Street Group LLC | 1,752 | $226K | 0.0% | -69.3% | 0.002% | |
| 5/19/2025 | SCS Capital Management LLC | 7,836 | $1.01M | 0.0% | N/A | 0.011% | |
| 5/16/2025 | Ascent Group LLC | 8,184 | $1.05M | 0.0% | +1.9% | 0.012% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 8,922 | $1.15M | 0.0% | +363.5% | 0.013% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 52,757 | $6.80M | 0.0% | -51.8% | 0.075% | |
| 5/16/2025 | Jones Financial Companies Lllp | 48,093 | $6.20M | 0.0% | +100.8% | 0.068% | |
| 5/16/2025 | Sheridan Capital Management LLC | 147,583 | $19.02M | 13.9% | +1.5% | 0.210% | |
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| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 5,824 | $750K | 0.2% | +1.8% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 11,597 | $1.49M | 0.0% | -6.5% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,076 | $1.30M | 0.0% | -55.6% | 0.014% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 8,215 | $1.06M | 0.0% | +2.7% | 0.012% | |
| 5/16/2025 | AQR Capital Management LLC | 3,767 | $485K | 0.0% | -2.1% | 0.005% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 38,593 | $4.97M | 0.8% | -4.3% | 0.055% | |
| 5/15/2025 | EP Wealth Advisors LLC | 12,315 | $1.59M | 0.0% | +1.1% | 0.018% | |
| 5/15/2025 | Royal Bank of Canada | 673,415 | $86.76M | 0.0% | +10.1% | 0.958% | |
| 5/15/2025 | Betterment LLC | 2,640 | $340K | 0.0% | -4.1% | 0.004% | |
| 5/15/2025 | MAI Capital Management | 25,727 | $3.32M | 0.0% | -9.7% | 0.037% | |
| 5/15/2025 | Calton & Associates Inc. | 47,112 | $6.07M | 1.4% | +313.3% | 0.067% | |
| 5/15/2025 | Titleist Asset Management LLC | 100,033 | $12.89M | 1.5% | N/A | 0.142% | |
| 5/15/2025 | Baird Financial Group Inc. | 172,908 | $22.28M | 0.0% | +2.5% | 0.246% | |
| 5/15/2025 | WPG Advisers LLC | 16,363 | $2.11M | 2.0% | N/A | 0.023% | |
| 5/15/2025 | Graney & King LLC | 24,827 | $3.20M | 2.4% | +257.4% | 0.035% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,721 | $737K | 0.0% | +34.5% | 0.008% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 78,910 | $10.17M | 1.5% | N/A | 0.112% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 45,446 | $5.86M | 0.8% | N/A | 0.065% | |
| 5/14/2025 | Apexium Financial LP | 1,613 | $208K | 0.0% | -50.6% | 0.002% | |
| 5/14/2025 | Comerica Bank | 49,194 | $6.34M | 0.0% | +1.7% | 0.070% | |
| 5/14/2025 | Synovus Financial Corp | 3,351 | $432K | 0.0% | +13.3% | 0.005% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 205,727 | $26.19M | 2.5% | -0.9% | 0.293% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 62,399 | $8.04M | 0.0% | -16.1% | 0.089% | |
| 5/14/2025 | Kestra Advisory Services LLC | 308,701 | $39.77M | 0.2% | -0.2% | 0.439% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,700,543 | $219.13M | 0.1% | -0.2% | 2.420% | |
| 5/14/2025 | Resolute Advisors LLC | 39,452 | $5.08M | 1.5% | +0.5% | 0.056% | |
| 5/14/2025 | CW Advisors LLC | 6,106 | $787K | 0.0% | +43.0% | 0.009% | |
| 5/14/2025 | TFB Advisors LLC | 84,491 | $10.89M | 3.1% | -3.0% | 0.120% | |
| 5/14/2025 | Aspire Growth Partners LLC | 2,024 | $252K | 0.2% | N/A | 0.003% | |
| 5/14/2025 | Capital Analysts LLC | 1,008 | $130K | 0.0% | +21.4% | 0.001% | |
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| 5/14/2025 | Tradition Wealth Management LLC | 24,957 | $3.22M | 0.3% | +0.6% | 0.036% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 56,803 | $7.32M | 0.7% | -1.0% | 0.081% | |
| 5/14/2025 | Petix & Botte Co | 11,062 | $1.43M | 0.4% | -11.3% | 0.016% | |
| 5/14/2025 | RWA Wealth Partners LLC | 8,813 | $1.14M | 0.0% | +1.3% | 0.013% | |
| 5/13/2025 | Blue Edge Capital LLC | 169,854 | $21.88M | 3.5% | -0.2% | 0.242% | |
| 5/13/2025 | LWM Advisors Inc. | 3,306 | $411K | 0.4% | -3.6% | 0.005% | |
| 5/13/2025 | Raymond James Financial Inc. | 661,439 | $85.22M | 0.0% | -1.8% | 0.941% | |
| 5/13/2025 | Cresset Asset Management LLC | 125,568 | $16.18M | 0.1% | +0.8% | 0.179% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 37,133 | $4.78M | 0.3% | -4.4% | 0.053% | |
| 5/13/2025 | Trivium Point Advisory LLC | 1,667 | $215K | 0.0% | -18.5% | 0.002% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 2,179 | $281K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | HighTower Advisors LLC | 712,570 | $91.81M | 0.1% | +51.6% | 1.014% | |
| 5/12/2025 | Meridian Wealth Management LLC | 6,090 | $785K | 0.0% | +16.9% | 0.009% | |
| 5/12/2025 | Bare Financial Services Inc | 355 | $46K | 0.0% | -24.5% | 0.001% | |
| 5/12/2025 | Avant Capital LLC | 34,584 | $4.46M | 3.7% | +1.1% | 0.049% | |
| 5/12/2025 | Townsquare Capital LLC | 2,471 | $318K | 0.0% | +44.4% | 0.004% | |
| 5/12/2025 | AlphaCore Capital LLC | 5,433 | $700K | 0.1% | N/A | 0.008% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 9,397 | $1.21M | 0.5% | +168.5% | 0.013% | |
| 5/12/2025 | Cresta Advisors Ltd. | 18,660 | $2.40M | 1.2% | +10.4% | 0.027% | |
| 5/9/2025 | Wharton Business Group LLC | 5,410 | $697K | 0.0% | +7.1% | 0.008% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 18,922 | $2.44M | 0.7% | -0.8% | 0.027% | |
| 5/9/2025 | WealthShield Partners LLC | 68,845 | $8.87M | 1.1% | +7.3% | 0.098% | |
| 5/9/2025 | Wealthspire Advisors LLC | 153,266 | $19.75M | 0.1% | +102.5% | 0.218% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 2,182 | $279K | 0.2% | N/A | 0.003% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 121,657 | $15.67M | 0.2% | +2.1% | 0.173% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 11,039 | $1.42M | 0.0% | -2.5% | 0.016% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 215 | $28K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 318,877 | $41.08M | 0.1% | +9.1% | 0.454% | |
| 5/9/2025 | Blair William & Co. IL | 16,711 | $2.15M | 0.0% | -11.5% | 0.024% | |
| 5/9/2025 | Argent Trust Co | 4,153 | $535K | 0.0% | N/A | 0.006% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,256,579 | $161.90M | 0.1% | -0.8% | 1.788% | |
| 5/8/2025 | UNIVEST FINANCIAL Corp | 1,553 | $200K | 0.0% | N/A | 0.002% | |
| 5/8/2025 | MONECO Advisors LLC | 17,122 | $2.21M | 0.2% | -28.5% | 0.024% | |
| 5/8/2025 | Certified Advisory Corp | 2,200 | $283K | 0.0% | -12.5% | 0.003% | |
| 5/8/2025 | US Bancorp DE | 102,007 | $13.16M | 0.1% | -5.3% | 0.145% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 101,675 | $13.10M | 0.3% | +5.5% | 0.145% | |
| 5/8/2025 | Harbour Investments Inc. | 144,511 | $18.62M | 0.5% | -9.0% | 0.206% | |
| 5/8/2025 | Grantvest Financial Group LLC | 18,707 | $2.41M | 2.0% | -2.0% | 0.027% | |
| 5/8/2025 | Modera Wealth Management LLC | 75,299 | $9.70M | 0.1% | +5.5% | 0.107% | |
| 5/8/2025 | Arkadios Wealth Advisors | 4,986 | $642K | 0.0% | +2.4% | 0.007% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 272 | $35K | 0.0% | N/A | 0.000% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 20,229 | $2.61M | 0.0% | +9.9% | 0.029% | |
| 5/7/2025 | First National Advisers LLC | 4,960 | $639K | 0.1% | +2.1% | 0.007% | |
| 5/7/2025 | LPL Financial LLC | 976,948 | $125.87M | 0.0% | +2.5% | 1.390% | |
| 5/7/2025 | HB Wealth Management LLC | 94,729 | $12.21M | 0.1% | +6.8% | 0.135% | |
| 5/6/2025 | Assetmark Inc. | 14,804,596 | $1.91B | 5.2% | +3.3% | 21.068% | |
| 5/6/2025 | Cetera Investment Advisers | 62,144 | $8.01M | 0.0% | -2.5% | 0.088% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 187,876 | $24.21M | 0.1% | +1.4% | 0.267% | |
| 5/6/2025 | Principle Wealth Partners LLC | 34,535 | $4.45M | 0.3% | -3.2% | 0.049% | |
| 5/6/2025 | AE Wealth Management LLC | 12,873 | $1.66M | 0.0% | -47.9% | 0.018% | |
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| 5/6/2025 | Summit Wealth Partners LLC | 3,342 | $431K | 0.1% | -15.5% | 0.005% | |
| 5/6/2025 | Richardson Financial Services Inc. | 3,455 | $445K | 0.3% | +10.3% | 0.005% | |
| 5/6/2025 | Milestone Asset Management Group LLC | 22,887 | $2.95M | 2.7% | +12.5% | 0.033% | |
| 5/6/2025 | Choreo LLC | 18,234 | $2.35M | 0.0% | -1.0% | 0.026% | |
| 5/6/2025 | PFG Advisors | 12,102 | $1.56M | 0.1% | -29.2% | 0.017% | |
| 5/5/2025 | Kingsman Wealth Management Inc. | 1,896 | $244K | 0.2% | N/A | 0.003% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 14,065 | $1.81M | 0.8% | +29.9% | 0.020% | |
| 5/5/2025 | Horizon Investment Services LLC | 16,328 | $2.10M | 1.0% | -4.0% | 0.023% | |
| 5/5/2025 | WNY Asset Management LLC | 47,912 | $6.17M | 0.7% | +3.2% | 0.068% | |
| 5/5/2025 | IFP Advisors Inc | 5,507 | $710K | 0.0% | -1.6% | 0.008% | |
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