| 6/2/2025 | Modern Wealth Management LLC | 5,610 | $565K | 0.0% | -16.4% | 0.001% | |
| 5/28/2025 | Intrua Financial LLC | 16,824 | $1.69M | 0.2% | +1.1% | 0.004% | |
| 5/28/2025 | Addison Capital Co | 3,180 | $320K | 0.1% | N/A | 0.001% | |
| 5/27/2025 | Advisors Capital Management LLC | 650,494 | $65.44M | 1.0% | +122.2% | 0.140% | |
| 5/21/2025 | McAdam LLC | 31,901 | $3.21M | 0.2% | -22.4% | 0.007% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 77,672 | $7.82M | 0.3% | -93.6% | 0.017% | |
| 5/20/2025 | Belpointe Asset Management LLC | 781,783 | $78.70M | 4.1% | +12,921.0% | 0.168% | |
| 5/20/2025 | Focus Partners Wealth | 787,278 | $79.26M | 0.2% | +31.9% | 0.169% | |
| 5/20/2025 | Integrity Alliance LLC. | 509,156 | $51.26M | 2.0% | +524.1% | 0.109% | |
| 5/19/2025 | Advisory Alpha LLC | 9,147 | $921K | 0.0% | +6.8% | 0.002% | |
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| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 424,534 | $42.74M | 0.0% | N/A | 0.091% | |
| 5/19/2025 | Legacy Advisory Services LLC | 57,025 | $5.74M | 4.8% | N/A | 0.012% | |
| 5/16/2025 | Prostatis Group LLC | 10,062 | $1.01M | 0.3% | -4.4% | 0.002% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 1,000 | $101K | 0.0% | -23.1% | 0.000% | |
| 5/16/2025 | Empowered Funds LLC | 52,425 | $5.26M | 0.1% | +108.5% | 0.011% | |
| 5/16/2025 | Faithward Advisors LLC | 35,381 | $3.56M | 0.6% | +15.3% | 0.008% | |
| 5/16/2025 | Ascent Group LLC | 75,272 | $7.58M | 0.3% | N/A | 0.016% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 36,415 | $3.67M | 0.3% | +187.4% | 0.008% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 117,457 | $11.82M | 5.5% | -5.6% | 0.025% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 8,325 | $838K | 0.0% | +19.7% | 0.002% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 62,295 | $6.27M | 0.2% | -31.9% | 0.013% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 8,048 | $810K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 1,856 | $187K | 0.1% | N/A | 0.000% | |
| 5/16/2025 | Financial Strategies Group Inc. | 27,663 | $2.78M | 0.7% | +57.2% | 0.006% | |
| 5/16/2025 | Talon Private Wealth LLC | 283,345 | $28.52M | 3.8% | -2.4% | 0.061% | |
| 5/16/2025 | Ursa Fund Management LLC | 6,000 | $604K | 1.5% | N/A | 0.001% | |
| 5/16/2025 | Sepio Capital LP | 89,698 | $9.03M | 0.7% | +39.1% | 0.019% | |
| 5/16/2025 | Sheridan Capital Management LLC | 17,843 | $1.80M | 1.3% | +2.9% | 0.004% | |
| 5/16/2025 | Plancorp LLC | 23,835 | $2.40M | 0.1% | N/A | 0.005% | |
| 5/16/2025 | NewEdge Advisors LLC | 83,854 | $8.44M | 0.0% | +30.5% | 0.018% | |
| 5/16/2025 | Night Owl Capital Management LLC | 35,411 | $3.57M | 0.4% | +43.0% | 0.008% | |
| 5/16/2025 | Millennium Management LLC | 419,222 | $42.20M | 0.0% | -15.9% | 0.090% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 75,792 | $7.63M | 0.1% | +3.5% | 0.016% | |
| 5/16/2025 | Gotham Asset Management LLC | 113,755 | $11.45M | 0.1% | +576.0% | 0.024% | |
| 5/16/2025 | Greenline Partners LLC | 59,879 | $6.03M | 0.9% | -53.5% | 0.013% | |
| 5/16/2025 | Curi RMB Capital LLC | 71,507 | $7.20M | 0.2% | -8.1% | 0.015% | |
| 5/16/2025 | AQR Capital Management LLC | 2,053 | $207K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | AlTi Global Inc. | 4,901 | $493K | 0.0% | +26.0% | 0.001% | |
| 5/16/2025 | Ancora Advisors LLC | 870 | $88K | 0.0% | -37.4% | 0.000% | |
| 5/16/2025 | 5th Street Advisors LLC | 30,109 | $3.03M | 1.5% | N/A | 0.006% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 13,651 | $1.37M | 0.0% | -2.6% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 151,414 | $15.24M | 0.2% | +8.3% | 0.032% | |
| 5/15/2025 | Royal Bank of Canada | 2,057,083 | $207.09M | 0.0% | +130.0% | 0.441% | |
| 5/15/2025 | Cura Wealth Advisors LLC | 8,200 | $825K | 0.3% | N/A | 0.002% | |
| 5/15/2025 | MAI Capital Management | 1,493,945 | $150.40M | 1.1% | +5.0% | 0.320% | |
| 5/15/2025 | Calton & Associates Inc. | 5,714 | $575K | 0.1% | N/A | 0.001% | |
| 5/15/2025 | Brasada Capital Management LP | 62,938 | $6.32M | 1.2% | +55.9% | 0.014% | |
| 5/15/2025 | Hayek Kallen Investment Management | 42,570 | $4.29M | 1.6% | +15.6% | 0.009% | |
| 5/15/2025 | Centric Wealth Management | 40,935 | $4.12M | 1.1% | N/A | 0.009% | |
| 5/15/2025 | Titleist Asset Management LLC | 841,644 | $84.73M | 9.8% | -2.8% | 0.181% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,976 | $501K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Evergreen Capital Management LLC | 150,274 | $15.13M | 0.5% | +102.8% | 0.032% | |
| 5/15/2025 | JDM Financial Group LLC | 42,900 | $4.32M | 2.2% | +90.2% | 0.009% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 17,683 | $1.78M | 0.6% | N/A | 0.004% | |
| 5/15/2025 | Clayton Partners LLC | 52,802 | $5.32M | 4.6% | -6.5% | 0.011% | |
| 5/15/2025 | Tortoise Investment Management LLC | 321,793 | $32.40M | 3.4% | +14.7% | 0.069% | |
| 5/15/2025 | Hanover Advisors Inc. | 5,525 | $556K | 0.2% | +61.0% | 0.001% | |
| 5/15/2025 | Oarsman Capital Inc. | 4,537 | $457K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 25,448 | $2.56M | 0.3% | +12.3% | 0.005% | |
| 5/14/2025 | CreativeOne Wealth LLC | 3,553 | $358K | 0.0% | +27.9% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 60,585 | $6.10M | 0.0% | N/A | 0.013% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 2,159 | $217K | 0.0% | -62.9% | 0.000% | |
| 5/14/2025 | PKS Advisory Services LLC | 8,201 | $826K | 0.2% | +203.9% | 0.002% | |
| 5/14/2025 | Widmann Financial Services Inc. | 2,200 | $221K | 0.2% | -4.3% | 0.000% | |
| 5/14/2025 | Orion Capital Management LLC | 308,356 | $31.04M | 13.1% | +15.1% | 0.066% | |
| 5/14/2025 | Talisman Wealth Advisors LLC | 18,824 | $1.90M | 1.9% | -24.6% | 0.004% | |
| 5/14/2025 | Full Sail Capital LLC | 311,319 | $31.34M | 2.0% | +4.0% | 0.067% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 15,992 | $1.61M | 0.0% | +67.7% | 0.003% | |
| 5/14/2025 | Comerica Bank | 53,575 | $5.39M | 0.0% | +7.4% | 0.011% | |
| 5/14/2025 | Synovus Financial Corp | 4,521 | $455K | 0.0% | +64.8% | 0.001% | |
| 5/14/2025 | Oak Harvest Investment Services | 21,734 | $2.19M | 0.3% | +16.4% | 0.005% | |
| 5/14/2025 | Napa Wealth Management | 4,973 | $501K | 0.3% | N/A | 0.001% | |
| 5/14/2025 | SVB Wealth LLC | 179,058 | $18.03M | 0.7% | -8.3% | 0.038% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 324 | $33K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,431,734 | $144.13M | 0.1% | +14.5% | 0.307% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 27,018 | $2.72M | 2.8% | +3.5% | 0.006% | |
| 5/14/2025 | Kestra Advisory Services LLC | 238,619 | $24.02M | 0.1% | +19.9% | 0.051% | |
| 5/14/2025 | Compound Planning Inc. | 8,165 | $822K | 0.0% | +27.0% | 0.002% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 14,249 | $1.43M | 0.5% | +19.9% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 6,485,389 | $652.88M | 0.2% | +578.2% | 1.391% | |
| 5/14/2025 | CW Advisors LLC | 21,388 | $2.15M | 0.0% | +18.1% | 0.005% | |
| 5/14/2025 | Flow Traders U.S. LLC | 72,349 | $7.28M | 0.3% | N/A | 0.016% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 1,536,118 | $154.64M | 2.6% | -12.3% | 0.330% | |
| 5/14/2025 | Quantum Capital Management LLC NJ | 2,822 | $284K | 0.0% | -27.1% | 0.001% | |
| 5/14/2025 | GM Advisory Group LLC | 1,483,426 | $149.34M | 8.1% | +11.0% | 0.318% | |
| 5/14/2025 | T. Rowe Price Investment Management Inc. | 257,597 | $25.93M | 0.0% | N/A | 0.055% | |
| 5/14/2025 | New Harbor Financial Group LLC | 30,039 | $3.02M | 0.8% | -6.1% | 0.006% | |
| 5/14/2025 | Capital Analysts LLC | 962 | $97K | 0.0% | -77.6% | 0.000% | |
| 5/14/2025 | Vertex Planning Partners LLC | 8,545 | $860K | 0.2% | -24.7% | 0.002% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 112,688 | $11.32M | 0.5% | +13.4% | 0.024% | |
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| 5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 53,356 | $5.37M | 0.1% | +95.6% | 0.011% | |
| 5/14/2025 | First Wilshire Securities Management Inc. | 421,838 | $42.47M | 12.2% | +7.3% | 0.090% | |
| 5/14/2025 | Andina Capital Management LLC | 7,237 | $729K | 0.5% | -1.4% | 0.002% | |
| 5/14/2025 | RWA Wealth Partners LLC | 4,386 | $442K | 0.0% | -52.7% | 0.001% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 21,197 | $2.13M | 0.0% | +6.6% | 0.005% | |
| 5/13/2025 | 17 Capital Partners LLC | 7,698 | $775K | 0.5% | N/A | 0.002% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 297,115 | $29.91M | 0.3% | +37.8% | 0.064% | |
| 5/13/2025 | RMR Capital Management LLC | 148,595 | $14.96M | 10.6% | -3.2% | 0.032% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,928,316 | $294.79M | 0.1% | +36.9% | 0.628% | |
| 5/13/2025 | Cowa LLC | 26,677 | $2.69M | 1.1% | -23.7% | 0.006% | |
