| 5/20/2025 | Tenret Co LLC | 9,529 | $250K | 0.2% | -20.5% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 640,723 | $16.79M | 0.0% | +78.9% | 0.154% | |
| 5/20/2025 | Anchor Investment Management LLC | 203,737 | $5.34M | 0.5% | +0.9% | 0.049% | |
| 5/19/2025 | Jane Street Group LLC | 13,783 | $361K | 0.0% | -63.9% | 0.003% | |
| 5/19/2025 | SageView Advisory Group LLC | 25,406 | $666K | 0.0% | -5.0% | 0.006% | |
| 5/19/2025 | Advisory Alpha LLC | 7,300,752 | $191.21M | 6.5% | +27.7% | 1.757% | |
| 5/19/2025 | Game Plan Financial Advisors LLC | 178,149 | $4.67M | 2.3% | +0.7% | 0.043% | |
| 5/19/2025 | SCS Capital Management LLC | 55,551 | $1.46M | 0.0% | N/A | 0.013% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 22,290 | $584K | 0.4% | -18.6% | 0.005% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 60,233 | $1.58M | 0.0% | -1.1% | 0.014% | |
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| 5/16/2025 | Everstar Asset Management LLC | 22,974 | $602K | 0.1% | +130.5% | 0.006% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 485,015 | $12.71M | 0.0% | +1.0% | 0.117% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 209,831 | $5.50M | 2.2% | -1.4% | 0.050% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,031,605 | $26.95M | 0.0% | -20.0% | 0.248% | |
| 5/16/2025 | Plancorp LLC | 17,098 | $448K | 0.0% | +17.4% | 0.004% | |
| 5/16/2025 | National Wealth Management Group LLC | 28,712 | $752K | 0.5% | -8.8% | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 103,929 | $2.72M | 0.0% | -21.2% | 0.025% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 47,087 | $1.23M | 0.0% | -34.3% | 0.011% | |
| 5/16/2025 | Greenline Partners LLC | 5,675 | $149K | 0.0% | +355.5% | 0.001% | |
| 5/16/2025 | Curi RMB Capital LLC | 932,112 | $24.42M | 0.6% | -9.2% | 0.224% | |
| 5/16/2025 | AQR Capital Management LLC | 298,919 | $7.83M | 0.0% | +22.7% | 0.072% | |
| 5/15/2025 | EP Wealth Advisors LLC | 36,924 | $967K | 0.0% | +1.1% | 0.009% | |
| 5/15/2025 | Flputnam Investment Management Co. | 29,594 | $775K | 0.0% | -30.2% | 0.007% | |
| 5/15/2025 | Royal Bank of Canada | 154,252 | $4.04M | 0.0% | +5.1% | 0.037% | |
| 5/15/2025 | Betterment LLC | 157,139 | $4.12M | 0.0% | +97.1% | 0.038% | |
| 5/15/2025 | MAI Capital Management | 688,912 | $18.05M | 0.1% | +4.8% | 0.166% | |
| 5/15/2025 | KMT Wealth Management LLC | 10,179 | $267K | 0.2% | N/A | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 240,193 | $6.29M | 0.0% | -7.5% | 0.058% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 11,126 | $292K | 0.1% | -6.3% | 0.003% | |
| 5/15/2025 | Okabena Investment Services Inc. | 29,712 | $778K | 0.2% | N/A | 0.007% | |
| 5/14/2025 | Ieq Capital LLC | 40,838 | $1.07M | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 57,417 | $1.50M | 0.2% | -22.0% | 0.014% | |
| 5/14/2025 | Broadleaf Partners LLC | 219,217 | $5.74M | 1.5% | -0.3% | 0.053% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 19,310 | $505K | 0.0% | +544.5% | 0.005% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,201,534 | $214.88M | 0.2% | +8.1% | 1.973% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 467,830 | $12.88M | 3.3% | +4.3% | 0.113% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 9,384 | $246K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Kestra Advisory Services LLC | 128,815 | $3.38M | 0.0% | -25.7% | 0.031% | |
| 5/14/2025 | Rede Wealth LLC | 32,928 | $863K | 0.3% | +1.8% | 0.008% | |
| 5/14/2025 | D.B. Root & Company LLC | 67,476 | $1.77M | 0.6% | -15.9% | 0.016% | |
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| 5/14/2025 | Wescott Financial Advisory Group LLC | 109,425 | $2.87M | 0.3% | -1.9% | 0.026% | |
| 5/14/2025 | Compound Planning Inc. | 63,014 | $1.65M | 0.1% | +4.6% | 0.015% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,819,929 | $47.68M | 0.0% | -14.4% | 0.438% | |
| 5/14/2025 | CW Advisors LLC | 230,460 | $6.07M | 0.1% | +16.5% | 0.055% | |
| 5/14/2025 | Summit Financial LLC | 56,966 | $1.49M | 0.0% | -12.7% | 0.014% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 77,079 | $2.02M | 0.9% | -0.8% | 0.019% | |
| 5/14/2025 | Osterweis Capital Management Inc. | 6,132 | $161K | 0.0% | -36.5% | 0.001% | |
| 5/14/2025 | Asset Management Group Inc. | 556,210 | $14.57M | 2.7% | -0.7% | 0.134% | |
| 5/14/2025 | Breed s Hill Capital LLC | 116,217 | $3.05M | 1.6% | +19.4% | 0.028% | |
| 5/14/2025 | Tradition Wealth Management LLC | 91,476 | $2.40M | 0.2% | +1.2% | 0.022% | |
| 5/14/2025 | Venture Visionary Partners LLC | 61,665 | $1.62M | 0.1% | +1.2% | 0.015% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 654,843 | $17.30M | 0.8% | +5.0% | 0.158% | |
| 5/14/2025 | HC Advisors LLC | 102,620 | $2.69M | 2.0% | -0.4% | 0.025% | |
| 5/14/2025 | Colonial Trust Advisors | 9,910 | $260K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Lee Financial Co | 323,669 | $8.48M | 1.3% | -1.8% | 0.078% | |
| 5/14/2025 | RWA Wealth Partners LLC | 37,383 | $979K | 0.0% | -2.5% | 0.009% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 103,356 | $2.71M | 0.8% | -25.4% | 0.025% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 95,628 | $2.51M | 0.0% | -1.1% | 0.023% | |
| 5/13/2025 | Compass Financial Group INC SD | 81,924 | $2.15M | 0.4% | +5.6% | 0.020% | |
| 5/13/2025 | Seek First Inc. | 53,144 | $1.39M | 1.2% | N/A | 0.013% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,415,522 | $63.29M | 0.0% | -0.2% | 0.581% | |
| 5/13/2025 | Cresset Asset Management LLC | 276,200 | $7.24M | 0.0% | +6.0% | 0.066% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 326,433 | $8.55M | 1.5% | +13.3% | 0.079% | |
| 5/13/2025 | FCA Corp TX | 16,445 | $431K | 0.1% | -2.3% | 0.004% | |
| 5/13/2025 | Compass Advisory Group LLC | 650,988 | $17.06M | 5.9% | +5.8% | 0.157% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 102,292 | $2.68M | 1.6% | +11.4% | 0.025% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 35,524 | $931K | 0.0% | +54.1% | 0.009% | |
| 5/13/2025 | Holderness Investments Co. | 37,405 | $980K | 0.2% | -19.9% | 0.009% | |
| 5/13/2025 | American Money Management LLC | 253,881 | $6.65M | 1.3% | +3.2% | 0.061% | |
| 5/13/2025 | NFP Retirement Inc. | 75,531 | $1.98M | 0.2% | -3.7% | 0.018% | |
| 5/13/2025 | WESCAP Management Group Inc. | 147,099 | $3.85M | 0.9% | -19.1% | 0.035% | |
| 5/13/2025 | Russell Investments Group Ltd. | 2,444 | $64K | 0.0% | +467.1% | 0.001% | |
| 5/13/2025 | Sherwood Financial Partners LLC | 510,035 | $13.36M | 13.0% | +1.7% | 0.123% | |
| 5/13/2025 | HighTower Advisors LLC | 10,041,554 | $263.09M | 0.4% | -0.4% | 2.416% | |
| 5/13/2025 | Peak Financial Management Inc. | 372,940 | $9.77M | 2.9% | +1.0% | 0.090% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 229,516 | $6.01M | 0.7% | -16.0% | 0.055% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 58,765,352 | $1.54B | 3.3% | -1.1% | 14.140% | |
| 5/12/2025 | WP Advisors LLC | 40,675 | $1.07M | 0.4% | N/A | 0.010% | |
| 5/12/2025 | Meridian Wealth Management LLC | 250,409 | $6.56M | 0.3% | -1.4% | 0.060% | |
| 5/12/2025 | Independent Advisor Alliance | 16,238 | $425K | 0.0% | -84.9% | 0.004% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 14,769 | $387K | 0.1% | -57.8% | 0.004% | |
| 5/12/2025 | SouthState Corp | 35,682 | $935K | 0.0% | N/A | 0.009% | |
| 5/12/2025 | Northeast Financial Group Inc. | 820,667 | $21.50M | 7.5% | +5.6% | 0.198% | |
| 5/12/2025 | Athena Investment Management | 80,879 | $2.12M | 1.3% | +2.4% | 0.019% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 122,328 | $3.21M | 0.4% | -8.2% | 0.029% | |
| 5/12/2025 | Berger Financial Group Inc | 17,362 | $455K | 0.0% | -25.5% | 0.004% | |
| 5/12/2025 | True North Advisors LLC | 117,051 | $3.07M | 0.5% | N/A | 0.028% | |
| 5/12/2025 | Benjamin Edwards Inc. | 475,255 | $12.45M | 0.2% | +59.7% | 0.114% | |
| 5/12/2025 | NWK Group Inc. | 4,952 | $130K | 0.1% | -16.2% | 0.001% | |
| 5/12/2025 | Condor Capital Management | 39,153 | $1.03M | 0.1% | -8.9% | 0.009% | |
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| 5/12/2025 | Townsquare Capital LLC | 282,484 | $7.40M | 0.1% | +0.9% | 0.068% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 1,886,684 | $49.43M | 5.0% | -2.7% | 0.454% | |
| 5/12/2025 | Savvy Advisors Inc. | 36,823 | $965K | 0.1% | +3.3% | 0.009% | |
| 5/12/2025 | WBH Advisory Inc. | 77,740 | $2.04M | 0.2% | -4.6% | 0.019% | |
| 5/12/2025 | Alesco Advisors LLC | 24,368 | $638K | 0.0% | +15.3% | 0.006% | |
| 5/9/2025 | Northern Capital Management Inc. | 213,298 | $5.59M | 3.6% | -3.8% | 0.051% | |
| 5/9/2025 | Blue Barn Wealth LLC | 163,289 | $4.28M | 2.2% | +4.5% | 0.039% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 43,316 | $1.14M | 0.1% | +19.1% | 0.010% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 726,877 | $18.96M | 0.6% | +11.1% | 0.175% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 135,348 | $3.55M | 0.1% | +0.3% | 0.033% | |
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