| 5/21/2025 | McAdam LLC | 52,484 | $4.36M | 0.3% | -3.3% | 0.142% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 41,907 | $3.48M | 0.1% | +1.5% | 0.113% | |
| 5/20/2025 | Focus Partners Wealth | 22,372 | $1.86M | 0.0% | -5.0% | 0.060% | |
| 5/19/2025 | Jane Street Group LLC | 13,955 | $1.16M | 0.0% | N/A | 0.038% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 13,401 | $1.11M | 0.1% | +4.7% | 0.036% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 52,553 | $4.36M | 0.1% | -13.4% | 0.142% | |
| 5/16/2025 | Jones Financial Companies Lllp | 50,549 | $4.11M | 0.0% | -54.2% | 0.137% | |
| 5/16/2025 | Financial Strategies Group Inc. | 69,908 | $5.45M | 1.3% | +0.8% | 0.189% | |
| 5/16/2025 | AQR Capital Management LLC | 2,451 | $203K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 5,446 | $452K | 0.0% | +65.1% | 0.015% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 52,872 | $4.39M | 0.1% | -5.2% | 0.143% | |
| 5/15/2025 | Royal Bank of Canada | 34,447 | $2.86M | 0.0% | +1.2% | 0.093% | |
| 5/15/2025 | MAI Capital Management | 85,071 | $7.06M | 0.1% | -3.8% | 0.230% | |
| 5/15/2025 | Second Line Capital LLC | 2,986 | $248K | 0.1% | -18.3% | 0.008% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 14,353 | $1.19M | 0.1% | N/A | 0.039% | |
| 5/15/2025 | Certior Financial Group LLC | 2,652 | $220K | 0.2% | -24.3% | 0.007% | |
| 5/15/2025 | Baird Financial Group Inc. | 69,837 | $5.80M | 0.0% | +2.0% | 0.189% | |
| 5/14/2025 | Ieq Capital LLC | 11,745 | $975K | 0.0% | -6.4% | 0.032% | |
| 5/14/2025 | Redwood Investment Management LLC | 37,151 | $3.08M | 0.3% | +72.7% | 0.100% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 120,879 | $10.03M | 0.8% | -12.9% | 0.327% | |
| 5/14/2025 | Comerica Bank | 3,966 | $329K | 0.0% | -36.4% | 0.011% | |
| 5/14/2025 | Freedom Investment Management Inc. | 16,416 | $1.36M | 0.1% | -14.5% | 0.044% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 525 | $43K | 0.0% | +2,988.2% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 159,856 | $13.27M | 0.0% | +34.6% | 0.432% | |
| 5/14/2025 | Haverford Trust Co | 18,231 | $1.51M | 0.0% | -1.0% | 0.049% | |
| 5/14/2025 | Leslie Global Wealth LLC | 47,471 | $3.94M | 1.9% | +10.6% | 0.128% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 50,420 | $4.19M | 0.5% | +4.5% | 0.136% | |
| 5/14/2025 | Ameriprise Financial Inc. | 984,515 | $81.62M | 0.0% | -0.7% | 2.661% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 2,414 | $200K | 0.0% | N/A | 0.007% | |
| 5/14/2025 | Summit Financial LLC | 6,383 | $530K | 0.0% | -7.3% | 0.017% | |
| 5/14/2025 | TFB Advisors LLC | 5,751 | $477K | 0.1% | -6.6% | 0.016% | |
| 5/14/2025 | Capital Analysts LLC | 9,064 | $752K | 0.0% | +536.1% | 0.024% | |
| 5/14/2025 | Tradition Wealth Management LLC | 84,173 | $6.99M | 0.6% | -1.1% | 0.227% | |
| 5/14/2025 | Fairscale Capital LLC | 4,294 | $356K | 0.3% | +6.7% | 0.012% | |
| 5/14/2025 | Financial Advisors Network Inc. | 18,875 | $1.57M | 0.3% | -1.1% | 0.051% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 60,642 | $5.03M | 0.1% | +11.8% | 0.164% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 62,228 | $5.17M | 0.0% | +8.0% | 0.168% | |
| 5/13/2025 | Raymond James Financial Inc. | 226,441 | $18.80M | 0.0% | +11.6% | 0.612% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 9,463 | $785K | 0.2% | +4.7% | 0.026% | |
| 5/13/2025 | Dynamic Financial Group | 15,469 | $1.28M | 1.3% | +30.3% | 0.042% | |
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| 5/13/2025 | Leigh Baldwin & CO. LLC | 5,803 | $482K | 0.4% | -59.0% | 0.016% | |
| 5/13/2025 | Horizon Investments LLC | 3,901 | $324K | 0.0% | +13.8% | 0.011% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 10,094 | $838K | 1.1% | +7.9% | 0.027% | |
| 5/13/2025 | HRC Wealth Management LLC | 70,577 | $5.86M | 3.6% | +0.6% | 0.191% | |
| 5/13/2025 | Klingman & Associates LLC | 179,669 | $14.91M | 0.9% | +3.9% | 0.486% | |
| 5/13/2025 | Prudential PLC | 1,440 | $120K | 0.0% | -12.2% | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 350,027 | $29.05M | 0.0% | +202.7% | 0.946% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 12,392 | $1.02M | 0.5% | -15.5% | 0.033% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,267,568 | $105.21M | 0.2% | -1.6% | 3.426% | |
| 5/12/2025 | Independent Advisor Alliance | 4,640 | $385K | 0.0% | -81.8% | 0.013% | |
| 5/12/2025 | Fiduciary Family Office LLC | 2,608 | $216K | 0.1% | N/A | 0.007% | |
| 5/12/2025 | Benjamin Edwards Inc. | 263,125 | $21.84M | 0.3% | -34.8% | 0.711% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 25,584 | $2.12M | 0.2% | -1.2% | 0.069% | |
| 5/12/2025 | Townsquare Capital LLC | 1,035,318 | $85.93M | 0.9% | +6.9% | 2.798% | |
| 5/12/2025 | Bristlecone Advisors LLC | 40,900 | $3.40M | 0.3% | +19.6% | 0.111% | |
| 5/12/2025 | Citigroup Inc. | 2,589,753 | $214.95M | 0.1% | +21.5% | 6.999% | |
| 5/12/2025 | Wambolt & Associates LLC | 3,032 | $252K | 0.1% | -9.7% | 0.008% | |
| 5/9/2025 | Blue Barn Wealth LLC | 58,254 | $4.84M | 2.5% | +5.6% | 0.157% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 31,201 | $2.58M | 0.1% | +23.2% | 0.084% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 45,855 | $3.81M | 0.0% | -5.7% | 0.124% | |
| 5/9/2025 | WealthShield Partners LLC | 53,726 | $4.46M | 0.6% | +1.1% | 0.145% | |
| 5/9/2025 | Wealthspire Advisors LLC | 7,444 | $618K | 0.0% | +13.6% | 0.020% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 6,321 | $525K | 0.3% | +2.1% | 0.017% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 18,896 | $1.57M | 0.0% | +10.6% | 0.051% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 6,608 | $548K | 0.0% | +3.2% | 0.018% | |
| 5/9/2025 | Tiller Private Wealth Inc. | 5,005 | $415K | 0.2% | -6.9% | 0.014% | |
| 5/9/2025 | Probity Advisors Inc. | 39,126 | $3.25M | 0.6% | +0.9% | 0.106% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 261,030 | $21.67M | 0.0% | -10.9% | 0.705% | |
| 5/9/2025 | Blair William & Co. IL | 4,254 | $353K | 0.0% | +9.0% | 0.011% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,002 | $249K | 0.0% | +194.6% | 0.008% | |
| 5/8/2025 | TIAA Trust National Association | 173,290 | $14.38M | 0.0% | +4.9% | 0.434% | |
| 5/8/2025 | UNIVEST FINANCIAL Corp | 29,155 | $2.42M | 0.2% | -74.3% | 0.073% | |
| 5/8/2025 | Strategic Advocates LLC | 11,176 | $928K | 0.3% | -4.0% | 0.028% | |
| 5/8/2025 | MONECO Advisors LLC | 42,779 | $3.55M | 0.4% | +13.1% | 0.107% | |
| 5/8/2025 | US Bancorp DE | 6,997 | $581K | 0.0% | -3.2% | 0.018% | |
| 5/8/2025 | Harbour Investments Inc. | 31,429 | $2.61M | 0.1% | +5.0% | 0.079% | |
| 5/8/2025 | NorthRock Partners LLC | 639,123 | $53.05M | 1.8% | +1.4% | 1.602% | |
| 5/8/2025 | First National Trust Co | 169,260 | $14.05M | 0.6% | -3.4% | 0.424% | |
| 5/8/2025 | Walled Lake Planning & Wealth Management LLC | 5,846 | $485K | 0.2% | +3.5% | 0.015% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 45,259 | $3.76M | 0.1% | +9.7% | 0.113% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 1,468 | $122K | 0.0% | N/A | 0.004% | |
| 5/7/2025 | Indie Asset Partners LLC | 15,965 | $1.33M | 1.1% | -5.6% | 0.040% | |
| 5/7/2025 | Norden Group LLC | 8,011 | $665K | 0.1% | +2.1% | 0.020% | |
| 5/7/2025 | LPL Financial LLC | 2,503,284 | $207.77M | 0.1% | +10.4% | 6.274% | |
| 5/7/2025 | HB Wealth Management LLC | 2,693 | $224K | 0.0% | +7.9% | 0.007% | |
| 5/6/2025 | Assetmark Inc. | 201,283 | $16.71M | 0.0% | +1.0% | 0.504% | |
| 5/6/2025 | Cetera Investment Advisers | 254,287 | $21.11M | 0.0% | +8.5% | 0.637% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 66,435 | $5.51M | 0.0% | +1.6% | 0.167% | |
| 5/6/2025 | AE Wealth Management LLC | 4,862 | $403K | 0.0% | -12.4% | 0.012% | |
| 5/6/2025 | Winthrop Capital Management LLC | 7,237 | $601K | 0.2% | -4.3% | 0.018% | |
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| 5/6/2025 | Burney Co. | 19,673 | $1.63M | 0.1% | -3.7% | 0.049% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 21,557 | $1.79M | 1.0% | -0.7% | 0.054% | |
| 5/6/2025 | Ignite Planners LLC | 17,193 | $1.40M | 0.3% | -27.2% | 0.043% | |
| 5/5/2025 | Aire Advisors LLC | 224,039 | $18.60M | 3.9% | +1.3% | 0.562% | |
| 5/5/2025 | Lowery Thomas LLC | 3,259 | $271K | 0.2% | -17.7% | 0.008% | |
| 5/5/2025 | Optimist Retirement Group LLC | 131,164 | $10.89M | 5.4% | +0.9% | 0.329% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 44,966 | $3.73M | 1.9% | -7.1% | 0.113% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 46,003 | $3.82M | 0.1% | +266.8% | 0.115% | |
| 5/5/2025 | CBIZ Investment Advisory Services LLC | 8,801 | $730K | 0.2% | +9,363.4% | 0.022% | |
| 5/5/2025 | TAGStone Capital Inc. | 19,015 | $1.58M | 0.8% | +1.0% | 0.048% | |
