| 5/21/2025 | McAdam LLC | 1,373,351 | $49.28M | 3.0% | -2.6% | 1.272% | |
| 5/20/2025 | Belpointe Asset Management LLC | 25,044 | $899K | 0.0% | N/A | 0.023% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 25,044 | $899K | 0.2% | N/A | 0.023% | |
| 5/20/2025 | Focus Partners Wealth | 1,083,953 | $38.89M | 0.1% | +6.8% | 1.004% | |
| 5/20/2025 | Strive Asset Management LLC | 20,798 | $746K | 0.5% | -19.7% | 0.019% | |
| 5/19/2025 | Jane Street Group LLC | 449,204 | $16.12M | 0.0% | +13.8% | 0.416% | |
| 5/19/2025 | SageView Advisory Group LLC | 1,794,961 | $64.40M | 2.7% | +7.8% | 1.662% | |
| 5/19/2025 | Advisory Alpha LLC | 12,057 | $433K | 0.0% | -27.8% | 0.011% | |
| 5/16/2025 | Bell Investment Advisors Inc | 105,992 | $3.80M | 0.7% | +4.5% | 0.098% | |
| 5/16/2025 | Jones Financial Companies Lllp | 300,450 | $10.83M | 0.0% | -27.4% | 0.278% | |
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| 5/16/2025 | Hancock Whitney Corp | 151,111 | $5.42M | 0.2% | +7.9% | 0.140% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 154,836 | $5.56M | 0.5% | -2.2% | 0.143% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,727 | $170K | 0.0% | -5.5% | 0.004% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 75,338 | $2.70M | 0.0% | +11.2% | 0.070% | |
| 5/15/2025 | Royal Bank of Canada | 152,407 | $5.47M | 0.0% | -29.4% | 0.141% | |
| 5/15/2025 | Calton & Associates Inc. | 10,716 | $384K | 0.1% | N/A | 0.010% | |
| 5/15/2025 | Evergreen Capital Management LLC | 67,566 | $2.42M | 0.1% | -8.7% | 0.063% | |
| 5/15/2025 | Tortoise Investment Management LLC | 343,880 | $12.34M | 1.3% | +7.0% | 0.318% | |
| 5/15/2025 | Oarsman Capital Inc. | 27,597 | $990K | 0.2% | +10.9% | 0.026% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 186,842 | $6.70M | 0.7% | +7.2% | 0.173% | |
| 5/14/2025 | Jane Street Group LLC | 449,204 | $16.12M | 0.0% | +13.8% | 0.416% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 197,351 | $7.08M | 0.0% | +1.7% | 0.183% | |
| 5/14/2025 | Strategic Financial Planning Inc. | 186,863 | $6.71M | 4.6% | -0.9% | 0.173% | |
| 5/14/2025 | Compound Planning Inc. | 127,285 | $4.57M | 0.2% | +1,867.3% | 0.118% | |
| 5/14/2025 | Summit Financial LLC | 76,815 | $2.76M | 0.1% | N/A | 0.071% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 11,741 | $421K | 0.0% | +3.1% | 0.011% | |
| 5/14/2025 | Capital Analysts LLC | 18,813 | $675K | 0.0% | -19.6% | 0.017% | |
| 5/14/2025 | Colonial Trust Advisors | 10,070 | $361K | 0.0% | N/A | 0.009% | |
| 5/14/2025 | M Holdings Securities Inc. | 139,003 | $4.99M | 0.8% | +11.8% | 0.129% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 10,014 | $359K | 0.0% | -51.8% | 0.009% | |
| 5/13/2025 | Cresset Asset Management LLC | 21,387 | $767K | 0.0% | +10.6% | 0.020% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 44,385 | $1.59M | 0.0% | -6.5% | 0.041% | |
| 5/13/2025 | American Century Companies Inc. | 23,219 | $833K | 0.0% | -68.0% | 0.021% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 18,261 | $655K | 0.0% | N/A | 0.017% | |
| 5/13/2025 | Brooklyn FI LLC | 113,332 | $4.07M | 1.2% | +14.8% | 0.105% | |
| 5/13/2025 | HighTower Advisors LLC | 177,250 | $6.36M | 0.0% | +0.5% | 0.164% | |
| 5/13/2025 | Peak Financial Management Inc. | 18,593 | $667K | 0.2% | -3.3% | 0.017% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 78,877 | $2.83M | 0.3% | -16.4% | 0.073% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 37,758 | $1.36M | 0.0% | -4.6% | 0.035% | |
| 5/12/2025 | Operose Advisors LLC | 724 | $26K | 0.0% | -85.1% | 0.001% | |
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| 5/12/2025 | White Lighthouse Investment Management Inc. | 7,268 | $261K | 0.0% | +6.2% | 0.007% | |
| 5/12/2025 | Invesco Ltd. | 80,954 | $2.91M | 0.0% | -14.7% | 0.075% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 252,152 | $9.05M | 1.1% | +13.7% | 0.233% | |
| 5/12/2025 | JFG Wealth Management LLC | 413,087 | $14.82M | 3.4% | +14.1% | 0.382% | |
| 5/12/2025 | Johnson Financial Group LLC | 878,431 | $31.52M | 3.3% | -1.5% | 0.813% | |
| 5/12/2025 | Townsquare Capital LLC | 9,837 | $353K | 0.0% | +50.0% | 0.009% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 9,130 | $328K | 0.0% | -11.2% | 0.008% | |
| 5/12/2025 | Alesco Advisors LLC | 5,668 | $203K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 16,566 | $594K | 0.1% | +27.8% | 0.015% | |
| 5/9/2025 | Geometric Wealth Advisors | 10,049 | $361K | 0.1% | +4.0% | 0.009% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 273,595 | $9.82M | 0.3% | +4.1% | 0.253% | |
| 5/9/2025 | PrairieView Partners LLC | 180,516 | $6.48M | 0.7% | +9.7% | 0.167% | |
| 5/9/2025 | Leisure Capital Management | 25,883 | $929K | 0.4% | +5.8% | 0.024% | |
| 5/9/2025 | Empower Advisory Group LLC | 6,248 | $224K | 0.0% | -24.8% | 0.006% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 11,826 | $424K | 0.1% | +20.5% | 0.011% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,558,500 | $91.80M | 0.0% | -48.7% | 2.369% | |
| 5/8/2025 | TIAA Trust National Association | 2,032,346 | $72.92M | 0.2% | +58.5% | 1.859% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 29,057 | $1.04M | 0.3% | +5.2% | 0.027% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 190,534 | $6.84M | 0.7% | +5.3% | 0.174% | |
| 5/8/2025 | US Bancorp DE | 34,471 | $1.24M | 0.0% | -15.4% | 0.032% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 641,899 | $23.03M | 0.6% | +8.9% | 0.587% | |
| 5/8/2025 | Harbour Investments Inc. | 820 | $29K | 0.0% | +65.3% | 0.001% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 5,385 | $193K | 0.0% | -22.8% | 0.005% | |
| 5/8/2025 | Natixis Advisors LLC | 44,585 | $1.60M | 0.0% | +7.5% | 0.041% | |
| 5/8/2025 | Modera Wealth Management LLC | 54,738 | $1.96M | 0.0% | -6.4% | 0.050% | |
| 5/8/2025 | Wooster Corthell Wealth Management Inc. | 174,151 | $6.25M | 1.3% | -0.4% | 0.159% | |
| 5/8/2025 | Brucke Financial Inc. | 111,494 | $4.22M | 3.7% | -3.9% | 0.102% | |
| 5/7/2025 | Creekside Partners | 21,946 | $787K | 0.4% | -2.0% | 0.020% | |
| 5/7/2025 | Horan Capital Advisors LLC. | 41,512 | $1.49M | 0.5% | -3.5% | 0.038% | |
| 5/7/2025 | LPL Financial LLC | 111,354 | $4.00M | 0.0% | -40.7% | 0.102% | |
| 5/7/2025 | Texas Yale Capital Corp. | 67,758 | $2.43M | 0.1% | -11.9% | 0.062% | |
| 5/7/2025 | Keyvantage Wealth LLC | 139,708 | $5.01M | 2.4% | +35.3% | 0.128% | |
| 5/7/2025 | Motco | 13,467 | $483K | 0.1% | -19.1% | 0.012% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 5,623 | $202K | 0.0% | N/A | 0.005% | |
| 5/7/2025 | White & Co Financial Planning Inc | 285,488 | $10.32M | 8.9% | +1.3% | 0.261% | |
| 5/6/2025 | Cetera Investment Advisers | 220,249 | $7.90M | 0.0% | -20.9% | 0.202% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 16,827 | $604K | 0.2% | +4.3% | 0.015% | |
| 5/6/2025 | AE Wealth Management LLC | 7,742 | $278K | 0.0% | -10.6% | 0.007% | |
| 5/6/2025 | Uptown Financial Advisors LLC | 6,362 | $228K | 0.2% | -13.5% | 0.006% | |
| 5/6/2025 | IMA Advisory Services Inc. | 27,134 | $974K | 0.1% | +4.6% | 0.025% | |
| 5/6/2025 | Grove Street Fiduciary LLC | 62,694 | $2.25M | 1.1% | -2.3% | 0.057% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 38,187 | $1.37M | 0.7% | -3.1% | 0.035% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 133,244 | $4.78M | 1.9% | -1.2% | 0.122% | |
| 5/6/2025 | Choreo LLC | 796,529 | $28.58M | 0.4% | -13.9% | 0.729% | |
| 5/6/2025 | Oakwell Private Wealth Management LLC | 26,422 | $948K | 0.3% | -1.1% | 0.024% | |
| 5/6/2025 | Vista Capital Partners Inc. | 8,212 | $295K | 0.0% | -10.8% | 0.008% | |
| 5/5/2025 | Aire Advisors LLC | 65,920 | $2.37M | 0.5% | -1.0% | 0.060% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 11,644 | $418K | 0.1% | +3.5% | 0.011% | |
| 5/5/2025 | IFP Advisors Inc | 13,205 | $474K | 0.0% | +19.8% | 0.012% | |
| 5/5/2025 | OneAscent Financial Services LLC | 43,428 | $1.56M | 0.1% | +83.7% | 0.040% | |
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| 5/5/2025 | Calton & Associates Inc. | 2,580 | $93K | 0.0% | N/A | 0.002% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 12,208 | $438K | 0.0% | -22.8% | 0.011% | |
| 5/5/2025 | Beckerman Institutional LLC | 37,549 | $1.35M | 1.0% | +11.3% | 0.034% | |
| 5/5/2025 | Nwam LLC | 8,543 | $307K | 0.0% | -44.6% | 0.008% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 16,642 | $597K | 0.2% | +2.6% | 0.015% | |
| 5/2/2025 | Seaside Wealth Management Inc. | 8,114 | $291K | 0.1% | -4.8% | 0.007% | |
| 5/2/2025 | Private Wealth Management Group LLC | 12,528 | $450K | 0.2% | -2.1% | 0.011% | |
| 5/2/2025 | Larson Financial Group LLC | 4,682 | $168K | 0.0% | -20.5% | 0.004% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 22,800 | $818K | 0.4% | -1.6% | 0.021% | |
| 5/1/2025 | CWM LLC | 44,406 | $1.59M | 0.0% | -27.4% | 0.041% | |
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