| 5/22/2025 | Rollins Financial Advisors LLC | 86,473 | $3.49M | 0.6% | +0.3% | 0.046% | |
| 5/20/2025 | Focus Partners Wealth | 294,387 | $11.90M | 0.0% | -2.4% | 0.156% | |
| 5/20/2025 | Integrity Alliance LLC. | 15,363 | $621K | 0.0% | +38.5% | 0.008% | |
| 5/19/2025 | Jane Street Group LLC | 8,668 | $350K | 0.0% | -75.0% | 0.005% | |
| 5/19/2025 | SageView Advisory Group LLC | 17,878 | $722K | 0.0% | -8.9% | 0.009% | |
| 5/19/2025 | SCS Capital Management LLC | 7,955 | $321K | 0.0% | N/A | 0.004% | |
| 5/16/2025 | McIlrath & Eck LLC | 503,660 | $20.35M | 2.5% | -5.1% | 0.267% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 22,541 | $911K | 0.0% | N/A | 0.012% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,400 | $97K | 0.0% | -97.7% | 0.001% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 30,197 | $1.18M | 0.5% | -76.5% | 0.016% | |
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| 5/16/2025 | Plancorp LLC | 8,605 | $348K | 0.0% | N/A | 0.005% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 31,935 | $1.29M | 0.0% | +12.1% | 0.017% | |
| 5/16/2025 | AQR Capital Management LLC | 32,558 | $1.32M | 0.0% | N/A | 0.017% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 1,010,460 | $40.83M | 6.2% | -2.7% | 0.535% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 133,028 | $5.38M | 0.0% | -0.6% | 0.070% | |
| 5/15/2025 | EP Wealth Advisors LLC | 31,841 | $1.29M | 0.0% | +2.8% | 0.017% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 23,867 | $964K | 0.0% | -17.7% | 0.013% | |
| 5/15/2025 | Royal Bank of Canada | 1,188,492 | $48.03M | 0.0% | -1.4% | 0.629% | |
| 5/15/2025 | MAI Capital Management | 43,567 | $1.76M | 0.0% | +5.2% | 0.023% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 10,866 | $439K | 0.0% | -85.9% | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 87,403 | $3.53M | 0.0% | +1.0% | 0.046% | |
| 5/15/2025 | WPG Advisers LLC | 1,050 | $42K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 221,548 | $8.95M | 0.1% | +4.7% | 0.117% | |
| 5/14/2025 | Comerica Bank | 45,312 | $1.83M | 0.0% | -3.0% | 0.024% | |
| 5/14/2025 | Synovus Financial Corp | 1,224,800 | $49.49M | 0.6% | +2.4% | 0.649% | |
| 5/14/2025 | Cadence Bank | 16,906 | $683K | 0.0% | -8.7% | 0.009% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 8,236 | $333K | 0.2% | +5.8% | 0.004% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 212,353 | $8.65M | 2.2% | +6.0% | 0.112% | |
| 5/14/2025 | Kestra Advisory Services LLC | 673,512 | $27.22M | 0.1% | -59.4% | 0.357% | |
| 5/14/2025 | Ameriprise Financial Inc. | 7,010,953 | $283.40M | 0.1% | +6.2% | 3.712% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 31,770 | $1.28M | 0.1% | +11.2% | 0.017% | |
| 5/14/2025 | Summit Financial LLC | 53,011 | $2.14M | 0.1% | -18.5% | 0.028% | |
| 5/14/2025 | Capital Analysts LLC | 5,015 | $203K | 0.0% | -6.1% | 0.003% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 347,627 | $14.05M | 0.1% | +0.8% | 0.184% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,368,290 | $55.29M | 0.0% | +0.8% | 0.725% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 544,882 | $22.02M | 0.5% | -1.0% | 0.289% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,342,570 | $54.25M | 0.3% | +0.7% | 0.711% | |
| 5/13/2025 | Ted Buchan & Co | 325,647 | $13.16M | 6.2% | -4.2% | 0.172% | |
| 5/13/2025 | NFP Retirement Inc. | 313,519 | $12.67M | 1.0% | -3.8% | 0.166% | |
| 5/13/2025 | Klingman & Associates LLC | 691,425 | $27.94M | 1.7% | -0.1% | 0.366% | |
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| 5/13/2025 | Prudential PLC | 29,407 | $1.19M | 0.0% | +14.4% | 0.016% | |
| 5/13/2025 | HighTower Advisors LLC | 599,669 | $24.23M | 0.0% | +5.4% | 0.318% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 5,042 | $204K | 0.0% | -20.1% | 0.003% | |
| 5/12/2025 | Independent Advisor Alliance | 37,678 | $1.52M | 0.1% | -61.4% | 0.020% | |
| 5/12/2025 | Linscomb Wealth Inc. | 2,071,280 | $83.70M | 4.2% | 0.0% | 1.097% | |
| 5/12/2025 | Cooper Financial Group | 25,088 | $1.01M | 0.1% | -12.1% | 0.013% | |
| 5/12/2025 | Aveo Capital Partners LLC | 16,522 | $652K | 0.1% | +15.0% | 0.009% | |
| 5/12/2025 | Invesco Ltd. | 3,168,147 | $128.03M | 0.0% | -3.3% | 1.678% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 9,536 | $385K | 0.0% | +3.2% | 0.005% | |
| 5/12/2025 | National Bank of Canada FI | 10,035 | $405K | 0.0% | +8.7% | 0.005% | |
| 5/12/2025 | AlphaCore Capital LLC | 2,920 | $118K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 22,930 | $927K | 0.1% | +25.5% | 0.012% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 9,762 | $386K | 0.0% | +17.0% | 0.005% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 24,407,637 | $986.31M | 0.2% | +3.8% | 12.924% | |
| 5/9/2025 | WealthShield Partners LLC | 18,355 | $742K | 0.1% | -3.8% | 0.010% | |
| 5/9/2025 | Wealthspire Advisors LLC | 221,981 | $8.97M | 0.1% | +0.2% | 0.118% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,641 | $390K | 0.0% | -64.8% | 0.005% | |
| 5/9/2025 | Empower Advisory Group LLC | 14,396 | $582K | 0.0% | -7.8% | 0.008% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 2,713,443 | $109.65M | 0.2% | +1.3% | 1.437% | |
| 5/9/2025 | Blair William & Co. IL | 132,515 | $5.36M | 0.0% | +0.4% | 0.070% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 5,273,261 | $213.09M | 0.1% | +0.3% | 2.792% | |
| 5/8/2025 | TIAA Trust National Association | 6,994 | $283K | 0.0% | -18.5% | 0.004% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 5,162 | $209K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Certified Advisory Corp | 15,178 | $613K | 0.1% | -3.2% | 0.008% | |
| 5/8/2025 | US Bancorp DE | 50,170 | $2.03M | 0.0% | -0.7% | 0.027% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 17,849 | $721K | 0.0% | -4.6% | 0.009% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 5,080 | $205K | 0.1% | -29.0% | 0.003% | |
| 5/8/2025 | Foster & Motley Inc. | 12,318 | $498K | 0.0% | -7.0% | 0.007% | |
| 5/8/2025 | Natixis Advisors LLC | 18,741 | $757K | 0.0% | -64.9% | 0.010% | |
| 5/8/2025 | NorthRock Partners LLC | 3,350 | $135K | 0.0% | +22.5% | 0.002% | |
| 5/8/2025 | Modera Wealth Management LLC | 39,885 | $1.61M | 0.0% | -4.0% | 0.021% | |
| 5/8/2025 | Arkadios Wealth Advisors | 37,378 | $1.51M | 0.1% | -9.3% | 0.020% | |
| 5/7/2025 | LPL Financial LLC | 2,549,791 | $103.04M | 0.0% | +2.9% | 1.350% | |
| 5/7/2025 | Spectrum Wealth Counsel LLC | 50,311 | $2.03M | 0.2% | -13.2% | 0.027% | |
| 5/7/2025 | Security Financial Services INC. | 68,639 | $2.77M | 0.6% | -2.6% | 0.036% | |
| 5/7/2025 | HB Wealth Management LLC | 35,753 | $1.45M | 0.0% | +39.5% | 0.019% | |
| 5/6/2025 | Assetmark Inc. | 4,212 | $170K | 0.0% | +912.5% | 0.002% | |
| 5/6/2025 | Cetera Investment Advisers | 676,649 | $27.34M | 0.1% | +1.6% | 0.359% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 219,723 | $8.88M | 0.1% | +4.5% | 0.116% | |
| 5/6/2025 | Compass Financial Group Inc. | 291,123 | $11.76M | 6.0% | -1.1% | 0.154% | |
| 5/6/2025 | AE Wealth Management LLC | 5,027 | $203K | 0.0% | +32.7% | 0.003% | |
| 5/6/2025 | Guidance Capital Inc. | 63,899 | $2.54M | 0.8% | +17.0% | 0.034% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 482,009 | $19.48M | 8.9% | -14.6% | 0.255% | |
| 5/5/2025 | IFP Advisors Inc | 20,840 | $842K | 0.0% | +4,861.9% | 0.011% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 8,951 | $362K | 0.0% | +3.9% | 0.005% | |
| 5/5/2025 | Private Advisor Group LLC | 18,350 | $742K | 0.0% | -19.6% | 0.010% | |
| 5/2/2025 | Allen Capital Group LLC | 36,739 | $1.49M | 0.2% | -0.9% | 0.019% | |
| 5/2/2025 | Financial Alternatives Inc | 6,920 | $280K | 0.2% | -11.8% | 0.004% | |
| 5/2/2025 | Larson Financial Group LLC | 404,439 | $16.34M | 0.8% | +75.3% | 0.214% | |
| 5/2/2025 | Wealthfront Advisers LLC | 52,987 | $2.14M | 0.0% | +3.6% | 0.028% | |
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| 5/2/2025 | Sigma Planning Corp | 67,507 | $2.73M | 0.1% | -2.1% | 0.036% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 20,461 | $827K | 0.2% | +78.5% | 0.011% | |
| 5/1/2025 | Weatherly Asset Management L. P. | 10,308 | $417K | 0.0% | -3.5% | 0.005% | |
| 5/1/2025 | Woodside Wealth Management LLC | 169,985 | $6.87M | 6.4% | N/A | 0.090% | |
| 5/1/2025 | CWM LLC | 32,924 | $1.33M | 0.0% | +72.9% | 0.017% | |
| 5/1/2025 | FDx Advisors Inc. | 68,850 | $2.78M | 0.9% | -2.3% | 0.036% | |
| 5/1/2025 | Austin Wealth Management LLC | 24,647 | $958K | 0.2% | -1.8% | 0.013% | |
| 5/1/2025 | Diversify Wealth Management LLC | 5,951 | $233K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Cerity Partners LLC | 179,984 | $7.27M | 0.0% | -3.4% | 0.095% | |
| 4/30/2025 | Hara Capital LLC | 5,310 | $215K | 0.1% | -15.8% | 0.003% | |
