| 5/22/2025 | Rollins Financial Advisors LLC | 1,619,495 | $40.55M | 7.1% | +1.9% | 0.109% | |
| 5/21/2025 | Westbourne Investments Inc. | 84,592 | $2.12M | 1.3% | +102.2% | 0.006% | |
| 5/21/2025 | McAdam LLC | 6,685,573 | $167.41M | 10.4% | -12.3% | 0.452% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 792,638 | $19.85M | 0.7% | +315.3% | 0.054% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 79,080 | $1.98M | 0.4% | +11.8% | 0.005% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 390,729 | $9.78M | 8.3% | +7.5% | 0.026% | |
| 5/20/2025 | Tenret Co LLC | 72,543 | $1.82M | 1.1% | -3.2% | 0.005% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 1,033,433 | $25.88M | 5.3% | N/A | 0.070% | |
| 5/20/2025 | Belpointe Asset Management LLC | 1,142,604 | $28.61M | 1.5% | +16,634.1% | 0.077% | |
| 5/20/2025 | Focus Partners Wealth | 798,526 | $20.00M | 0.1% | +52.8% | 0.054% | |
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| 5/20/2025 | Integrity Alliance LLC. | 718,882 | $18.00M | 0.7% | +607.6% | 0.049% | |
| 5/20/2025 | Glenview Trust co | 9,662 | $242K | 0.0% | +24.3% | 0.001% | |
| 5/20/2025 | Aspen Investment Management Inc | 18,216 | $456K | 0.2% | +52.0% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 134,284 | $3.36M | 0.1% | +12.2% | 0.009% | |
| 5/19/2025 | Game Plan Financial Advisors LLC | 263,315 | $6.59M | 3.2% | +114.7% | 0.018% | |
| 5/16/2025 | Windsor Advisory Group LLC | 29,220 | $732K | 0.9% | -2.4% | 0.002% | |
| 5/16/2025 | Logan Capital Management Inc. | 2,572 | $64K | 0.0% | -96.2% | 0.000% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 45,941 | $1.15M | 0.0% | +12.1% | 0.003% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 20,415 | $511K | 0.0% | +2.6% | 0.001% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 520,761 | $13.04M | 0.0% | +285.9% | 0.035% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 262,358 | $6.57M | 2.6% | -5.0% | 0.018% | |
| 5/16/2025 | Jones Financial Companies Lllp | 18,049 | $493K | 0.0% | -94.0% | 0.001% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 3,123 | $78K | 0.1% | N/A | 0.000% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 11,421 | $286K | 0.2% | N/A | 0.001% | |
| 5/16/2025 | Redwood Financial Network Corp | 41,918 | $1.05M | 0.8% | +3.5% | 0.003% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 174,738 | $4.38M | 2.4% | -23.1% | 0.012% | |
| 5/16/2025 | Plancorp LLC | 79,864 | $2M | 0.1% | +74.7% | 0.005% | |
| 5/16/2025 | National Wealth Management Group LLC | 13,243 | $332K | 0.2% | +5.3% | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 469,748 | $11.76M | 0.1% | -6.4% | 0.032% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,259,646 | $31.54M | 0.4% | -26.7% | 0.085% | |
| 5/16/2025 | Jentner Corp | 26,879 | $673K | 0.2% | -3.8% | 0.002% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 4,651,417 | $116.47M | 0.8% | +56.1% | 0.314% | |
| 5/16/2025 | Curi RMB Capital LLC | 104,537 | $2.62M | 0.1% | -12.4% | 0.007% | |
| 5/16/2025 | AQR Capital Management LLC | 129,643 | $3.25M | 0.0% | +19.6% | 0.009% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 27,429 | $687K | 0.3% | N/A | 0.002% | |
| 5/15/2025 | EP Wealth Advisors LLC | 368,258 | $9.22M | 0.1% | -9.8% | 0.025% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 74,306 | $1.86M | 0.1% | +283.0% | 0.005% | |
| 5/15/2025 | Capital Investment Counsel LLC | 10,735 | $269K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,689,445 | $42.30M | 0.6% | -4.3% | 0.114% | |
| 5/15/2025 | Ameriflex Group Inc. | 40,795 | $1.02M | 0.4% | -56.0% | 0.003% | |
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| 5/15/2025 | Flputnam Investment Management Co. | 128,152 | $3.21M | 0.1% | N/A | 0.009% | |
| 5/15/2025 | Royal Bank of Canada | 2,775,383 | $69.50M | 0.0% | +0.4% | 0.188% | |
| 5/15/2025 | Betterment LLC | 213,586 | $5.35M | 0.0% | +33.4% | 0.014% | |
| 5/15/2025 | MAI Capital Management | 2,251,048 | $56.37M | 0.4% | +0.6% | 0.152% | |
| 5/15/2025 | Calton & Associates Inc. | 208,278 | $5.22M | 1.2% | +792.2% | 0.014% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 702,852 | $17.60M | 3.4% | +0.6% | 0.047% | |
| 5/15/2025 | Certior Financial Group LLC | 301,457 | $7.55M | 6.1% | +45.2% | 0.020% | |
| 5/15/2025 | Insight Wealth Partners LLC | 41,803 | $1.05M | 0.2% | -5.9% | 0.003% | |
| 5/15/2025 | Baird Financial Group Inc. | 101,717 | $2.55M | 0.0% | +228.3% | 0.007% | |
| 5/15/2025 | WPG Advisers LLC | 96,525 | $2.42M | 2.3% | N/A | 0.007% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 27,190 | $681K | 0.0% | +23.4% | 0.002% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 13,252 | $332K | 0.1% | +66.9% | 0.001% | |
| 5/15/2025 | Oarsman Capital Inc. | 21,284 | $533K | 0.1% | -5.8% | 0.001% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 14,781 | $370K | 0.1% | -12.8% | 0.001% | |
| 5/14/2025 | Delta Investment Management LLC | 10,573 | $265K | 0.1% | +39.6% | 0.001% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 590,986 | $14.80M | 7.4% | +3.2% | 0.040% | |
| 5/14/2025 | CreativeOne Wealth LLC | 258,289 | $6.47M | 0.2% | -13.8% | 0.017% | |
| 5/14/2025 | Ieq Capital LLC | 349,809 | $8.76M | 0.1% | +462.8% | 0.024% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 65,952 | $1.65M | 0.2% | +8.6% | 0.004% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 401,728 | $10.06M | 1.4% | -9.7% | 0.027% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 42,910 | $1.07M | 0.1% | +1.4% | 0.003% | |
| 5/14/2025 | McCarthy Asset Management Inc. | 359,097 | $8.99M | 6.5% | -1.2% | 0.024% | |
| 5/14/2025 | Luminist Capital LLC | 1,495 | $38K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Islay Capital Management LLC | 35,164 | $881K | 0.6% | -5.9% | 0.002% | |
| 5/14/2025 | Comerica Bank | 54,312 | $1.36M | 0.0% | +9.2% | 0.004% | |
| 5/14/2025 | Apexium Financial LP | 700,195 | $17.53M | 1.0% | +5.1% | 0.047% | |
| 5/14/2025 | Freedom Investment Management Inc. | 176,273 | $4.41M | 0.4% | +17.5% | 0.012% | |
| 5/14/2025 | Synovus Financial Corp | 146,203 | $3.66M | 0.0% | -10.3% | 0.010% | |
| 5/14/2025 | Broadleaf Partners LLC | 438,835 | $10.99M | 2.9% | -2.6% | 0.030% | |
| 5/14/2025 | Napa Wealth Management | 25,146 | $630K | 0.4% | -78.9% | 0.002% | |
| 5/14/2025 | Legend Financial Advisors Inc. | 25,250 | $632K | 0.5% | -20.3% | 0.002% | |
| 5/14/2025 | B&D White Capital Company LLC | 1,618,148 | $40.52M | 5.9% | +33.5% | 0.109% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 800,798 | $20.05M | 1.7% | +9.1% | 0.054% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 24,409 | $611K | 0.1% | +142.8% | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,250,812 | $206.60M | 0.2% | +6.6% | 0.557% | |
| 5/14/2025 | Heritage Wealth Partners LLC | 14,937 | $374K | 0.6% | -54.3% | 0.001% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 15,419 | $386K | 0.0% | +2.7% | 0.001% | |
| 5/14/2025 | Kestra Advisory Services LLC | 2,369,371 | $59.33M | 0.3% | +2.0% | 0.160% | |
| 5/14/2025 | Broadview Financial Management LLC | 116,818 | $2.93M | 2.2% | -1.9% | 0.008% | |
| 5/14/2025 | D.B. Root & Company LLC | 241,353 | $6.04M | 2.0% | +4.2% | 0.016% | |
| 5/14/2025 | Compound Planning Inc. | 1,454,801 | $36.43M | 1.7% | +10.8% | 0.098% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 85,895 | $2.15M | 1.4% | -5.1% | 0.006% | |
| 5/14/2025 | Ameriprise Financial Inc. | 15,477,880 | $387.61M | 0.1% | +7.7% | 1.046% | |
| 5/14/2025 | CW Advisors LLC | 215,824 | $5.44M | 0.1% | +61.5% | 0.015% | |
| 5/14/2025 | Summit Financial LLC | 298,811 | $7.48M | 0.2% | +23.4% | 0.020% | |
| 5/14/2025 | Estate Counselors LLC | 158,385 | $3.97M | 0.4% | N/A | 0.011% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 11,644 | $292K | 0.0% | +6.9% | 0.001% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 238,750 | $5.98M | 2.7% | +1.2% | 0.016% | |
| 5/14/2025 | Capital Analysts LLC | 48,991 | $1.23M | 0.0% | +1,050.0% | 0.003% | |
| 5/14/2025 | Tradition Wealth Management LLC | 1,636,452 | $40.98M | 3.6% | -0.3% | 0.111% | |
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| 5/14/2025 | Arista Wealth Management LLC | 8,622 | $216K | 0.1% | +7.7% | 0.001% | |
| 5/14/2025 | Venture Visionary Partners LLC | 10,356 | $259K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | JT Stratford LLC | 73,770 | $1.85M | 0.3% | +46.5% | 0.005% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 470,804 | $12.24M | 0.6% | +49.9% | 0.032% | |
| 5/14/2025 | HC Advisors LLC | 200,271 | $5.02M | 3.8% | +0.4% | 0.014% | |
| 5/14/2025 | Paradigm Capital Management LLC NV | 45,088 | $1.13M | 1.2% | -5.2% | 0.003% | |
| 5/14/2025 | Financial Advisors Network Inc. | 1,183,234 | $29.63M | 4.9% | +1.7% | 0.080% | |
| 5/14/2025 | M Holdings Securities Inc. | 61,831 | $1.55M | 0.3% | +3.6% | 0.004% | |
| 5/14/2025 | RWA Wealth Partners LLC | 142,718 | $3.57M | 0.0% | +116.3% | 0.010% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 385,711 | $9.66M | 3.4% | -2.5% | 0.026% | |
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