| 6/6/2025 | eCIO Inc. | 814,757 | $22.78M | 7.6% | N/A | 0.031% | |
| 6/3/2025 | Invst LLC | 26,004 | $727K | 0.1% | -6.3% | 0.001% | |
| 6/2/2025 | Modern Wealth Management LLC | 193,238 | $5.40M | 0.2% | -66.5% | 0.007% | |
| 5/28/2025 | Jones Financial Companies Lllp | 2,082,694 | $57.44M | 0.1% | +43.1% | 0.080% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 137,567 | $3.85M | 2.8% | +3.4% | 0.005% | |
| 5/28/2025 | Intrua Financial LLC | 150,950 | $4.22M | 0.6% | -6.8% | 0.006% | |
| 5/27/2025 | Jacobi Capital Management LLC | 106,037 | $2.97M | 0.2% | -3.3% | 0.004% | |
| 5/27/2025 | Advisors Capital Management LLC | 152,193 | $4.26M | 0.1% | -22.4% | 0.006% | |
| 5/27/2025 | SWS Partners | 31,456 | $880K | 0.3% | -10.6% | 0.001% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 161,948 | $4.53M | 0.8% | -4.0% | 0.006% | |
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| 5/21/2025 | Westbourne Investments Inc. | 52,428 | $1.47M | 0.9% | +2.2% | 0.002% | |
| 5/21/2025 | McAdam LLC | 147,173 | $4.12M | 0.3% | +1.4% | 0.006% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 67,567 | $1.89M | 0.1% | -8.0% | 0.003% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 28,215 | $789K | 0.1% | -12.0% | 0.001% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 11,878 | $332K | 0.3% | -92.3% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 244,568 | $6.84M | 0.4% | +64.0% | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 1,486,458 | $41.56M | 0.1% | +19.5% | 0.057% | |
| 5/20/2025 | Integrity Alliance LLC. | 58,672 | $1.64M | 0.1% | N/A | 0.002% | |
| 5/20/2025 | Anchor Investment Management LLC | 114,537 | $3.20M | 0.3% | -0.4% | 0.004% | |
| 5/20/2025 | Glenview Trust co | 7,531 | $211K | 0.0% | -28.2% | 0.000% | |
| 5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 14,620 | $409K | 0.2% | -7.1% | 0.001% | |
| 5/20/2025 | Aspen Investment Management Inc | 16,972 | $475K | 0.2% | +14.4% | 0.001% | |
| 5/20/2025 | Security National Bank of Sioux City Iowa IA | 11,070 | $310K | 0.2% | +17.1% | 0.000% | |
| 5/19/2025 | SageView Advisory Group LLC | 11,480 | $321K | 0.0% | +18.2% | 0.000% | |
| 5/19/2025 | Advisory Alpha LLC | 546,435 | $15.28M | 0.5% | +11.7% | 0.021% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 462,582 | $12.37M | 4.5% | +3.8% | 0.018% | |
| 5/19/2025 | Game Plan Financial Advisors LLC | 155,446 | $4.35M | 2.1% | +4.2% | 0.006% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 9,615 | $269K | 0.1% | N/A | 0.000% | |
| 5/19/2025 | SCS Capital Management LLC | 301,780 | $8.44M | 0.1% | N/A | 0.012% | |
| 5/19/2025 | Legacy Advisory Services LLC | 12,066 | $337K | 0.3% | N/A | 0.000% | |
| 5/16/2025 | Empowered Funds LLC | 287,060 | $8.03M | 0.1% | +5,693.3% | 0.011% | |
| 5/16/2025 | Faithward Advisors LLC | 24,947 | $698K | 0.1% | -19.3% | 0.001% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 29,015 | $811K | 0.1% | -3.7% | 0.001% | |
| 5/16/2025 | Great Lakes Advisors LLC | 46,083 | $1.29M | 0.0% | -57.2% | 0.002% | |
| 5/16/2025 | Bell Investment Advisors Inc | 359,978 | $10.07M | 1.9% | +1.5% | 0.014% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 502,937 | $14.06M | 0.4% | +3.3% | 0.019% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 592,953 | $16.58M | 0.0% | +35.6% | 0.023% | |
| 5/16/2025 | Kestra Investment Management LLC | 39,615 | $1.11M | 0.0% | +61.3% | 0.002% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 166,047 | $4.64M | 1.8% | +2.7% | 0.006% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 414,778 | $10.71M | 4.8% | +70.2% | 0.016% | |
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| 5/16/2025 | Coordinated Financial Services Inc. CO | 100,908 | $2.82M | 2.2% | N/A | 0.004% | |
| 5/16/2025 | Sepio Capital LP | 12,829 | $359K | 0.0% | +10.5% | 0.000% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 67,668 | $1.89M | 0.5% | +1.2% | 0.003% | |
| 5/16/2025 | Plancorp LLC | 268,922 | $7.52M | 0.3% | +443.9% | 0.010% | |
| 5/16/2025 | National Wealth Management Group LLC | 14,973 | $419K | 0.3% | +29.9% | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 940,551 | $26.30M | 0.2% | +1.4% | 0.036% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 747,731 | $20.91M | 0.2% | -6.1% | 0.029% | |
| 5/16/2025 | Investmark Advisory Group LLC | 19,189 | $537K | 0.3% | -9.0% | 0.001% | |
| 5/16/2025 | Greenline Partners LLC | 3,109 | $87K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Clifford Group LLC | 7,358 | $206K | 0.2% | -99.0% | 0.000% | |
| 5/16/2025 | Curi RMB Capital LLC | 735,185 | $20.56M | 0.5% | -10.6% | 0.028% | |
| 5/16/2025 | AQR Capital Management LLC | 197,374 | $5.52M | 0.0% | +92.7% | 0.008% | |
| 5/16/2025 | AlphaQ Advisors LLC | 22,673 | $634K | 1.5% | +3.7% | 0.001% | |
| 5/16/2025 | Ancora Advisors LLC | 29,256 | $818K | 0.0% | -11.3% | 0.001% | |
| 5/16/2025 | Aprio Wealth Management LLC | 83,678 | $2.34M | 0.3% | -5.3% | 0.003% | |
| 5/15/2025 | Promethium Advisors LLC | 22,329 | $624K | 0.4% | -7.3% | 0.001% | |
| 5/15/2025 | Rench Wealth Management Inc. | 29,166 | $815K | 0.3% | -4.3% | 0.001% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 343,446 | $9.60M | 1.5% | -2.4% | 0.013% | |
| 5/15/2025 | EP Wealth Advisors LLC | 189,094 | $5.29M | 0.0% | -3.6% | 0.007% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 17,058 | $477K | 0.0% | +97.2% | 0.001% | |
| 5/15/2025 | Capital Investment Counsel LLC | 123,534 | $3.45M | 0.6% | +1.8% | 0.005% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 59,353 | $1.66M | 0.5% | +11.2% | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,458,345 | $40.78M | 0.6% | -0.1% | 0.056% | |
| 5/15/2025 | First Financial Bankshares Inc | 38,990 | $1.09M | 0.0% | +199.7% | 0.001% | |
| 5/15/2025 | Ameriflex Group Inc. | 47,403 | $1.33M | 0.5% | -1.7% | 0.002% | |
| 5/15/2025 | Flputnam Investment Management Co. | 85,710 | $2.40M | 0.0% | +241.4% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 9,164,874 | $256.25M | 0.1% | +0.9% | 0.352% | |
| 5/15/2025 | Betterment LLC | 145,849 | $4.08M | 0.0% | +49.8% | 0.006% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 594,173 | $15.88M | 7.6% | -1.0% | 0.023% | |
| 5/15/2025 | Cura Wealth Advisors LLC | 11,941 | $334K | 0.1% | +6.8% | 0.000% | |
| 5/15/2025 | MAI Capital Management | 2,143,256 | $59.93M | 0.5% | +0.2% | 0.082% | |
| 5/15/2025 | Brasada Capital Management LP | 27,552 | $770K | 0.1% | -3.6% | 0.001% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 354,125 | $9.90M | 1.9% | +0.2% | 0.014% | |
| 5/15/2025 | Second Line Capital LLC | 8,250 | $231K | 0.1% | +6.2% | 0.000% | |
| 5/15/2025 | Hayek Kallen Investment Management | 30,681 | $858K | 0.3% | -6.4% | 0.001% | |
| 5/15/2025 | Centric Wealth Management | 203,623 | $5.69M | 1.5% | +3.6% | 0.008% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 29,163 | $815K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Certior Financial Group LLC | 262,681 | $7.35M | 5.9% | +59.0% | 0.010% | |
| 5/15/2025 | Insight Wealth Partners LLC | 30,478 | $852K | 0.1% | -6.2% | 0.001% | |
| 5/15/2025 | Titleist Asset Management LLC | 169,954 | $4.75M | 0.5% | +110.4% | 0.007% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,388,473 | $122.70M | 0.2% | -0.1% | 0.169% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 13,773 | $385K | 0.1% | +11.0% | 0.001% | |
| 5/15/2025 | Activest Wealth Management | 6,974 | $195K | 0.1% | -6.1% | 0.000% | |
| 5/15/2025 | Vident Advisory LLC | 93,124 | $2.60M | 0.0% | -1.5% | 0.004% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 104,581 | $2.92M | 2.1% | +4,560.5% | 0.004% | |
| 5/15/2025 | WPG Advisers LLC | 173,923 | $4.86M | 4.5% | N/A | 0.007% | |
| 5/15/2025 | TD Capital Management LLC | 20,027 | $560K | 0.1% | +48.2% | 0.001% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 1,926,141 | $53.86M | 2.4% | +0.9% | 0.074% | |
| 5/15/2025 | Graney & King LLC | 65,466 | $1.83M | 1.4% | -2.8% | 0.003% | |
| 5/15/2025 | Northstar Financial Companies Inc. | 20,069 | $561K | 0.6% | -5.0% | 0.001% | |
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| 5/15/2025 | Oarsman Capital Inc. | 28,925 | $809K | 0.1% | -3.3% | 0.001% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 9,286 | $260K | 0.0% | -23.0% | 0.000% | |
| 5/15/2025 | Eisler Capital Management Ltd. | 7,992 | $223K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Delta Investment Management LLC | 8,695 | $243K | 0.0% | +8.9% | 0.000% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 448,888 | $12.55M | 6.2% | +4.7% | 0.017% | |
| 5/14/2025 | Note Advisors LLC | 54,476 | $1.52M | 1.3% | +12.6% | 0.002% | |
| 5/14/2025 | Valley Financial Group Inc. | 35,466 | $992K | 0.7% | -6.2% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 224,357 | $6.27M | 0.0% | +214.3% | 0.009% | |
| 5/14/2025 | CreativeOne Wealth LLC | 349,872 | $9.78M | 0.3% | +283.4% | 0.013% | |
| 5/14/2025 | Warwick Investment Management Inc. | 160,255 | $4.48M | 0.9% | -6.0% | 0.006% | |
