| 5/21/2025 | McAdam LLC | 50,402 | $1.98M | 0.1% | -32.0% | 0.018% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 269,684 | $10.62M | 0.4% | +3.8% | 0.098% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,814 | $347K | 0.1% | N/A | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 50,006 | $1.97M | 0.1% | +141.6% | 0.018% | |
| 5/20/2025 | Focus Partners Wealth | 2,126,900 | $83.74M | 0.2% | +14.2% | 0.775% | |
| 5/20/2025 | Integrity Alliance LLC. | 230,055 | $9.06M | 0.4% | +59.9% | 0.084% | |
| 5/19/2025 | Jane Street Group LLC | 1,472,993 | $57.99M | 0.0% | N/A | 0.537% | |
| 5/19/2025 | Advisory Alpha LLC | 1,166,226 | $45.90M | 1.6% | +4.8% | 0.425% | |
| 5/19/2025 | SCS Capital Management LLC | 37,057 | $1.46M | 0.0% | N/A | 0.013% | |
| 5/16/2025 | Ascent Group LLC | 56,032 | $2.21M | 0.1% | -4.7% | 0.020% | |
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| 5/16/2025 | Arete Wealth Advisors LLC | 70,350 | $2.77M | 0.2% | +44.2% | 0.026% | |
| 5/16/2025 | Great Lakes Advisors LLC | 446,006 | $17.56M | 0.2% | -71.3% | 0.162% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 613,468 | $24.15M | 0.6% | +17.0% | 0.223% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 104,799 | $4.13M | 0.0% | +6.6% | 0.038% | |
| 5/16/2025 | Kestra Investment Management LLC | 321,015 | $12.64M | 0.4% | +11.0% | 0.117% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 425,894 | $16.77M | 4.1% | +1.4% | 0.155% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,084 | $121K | 0.0% | -77.1% | 0.001% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 129,341 | $5.10M | 2.3% | -9.4% | 0.047% | |
| 5/16/2025 | Financial Strategies Group Inc. | 566,590 | $21.41M | 5.0% | +0.9% | 0.206% | |
| 5/16/2025 | Redwood Financial Network Corp | 11,619 | $457K | 0.3% | -2.6% | 0.004% | |
| 5/16/2025 | National Wealth Management Group LLC | 9,104 | $358K | 0.2% | +22.6% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 730,558 | $28.76M | 0.2% | +2.4% | 0.266% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 134,695 | $5.30M | 0.1% | -5.1% | 0.049% | |
| 5/16/2025 | AQR Capital Management LLC | 31,388 | $1.24M | 0.0% | +80.2% | 0.011% | |
| 5/15/2025 | EP Wealth Advisors LLC | 34,023 | $1.34M | 0.0% | -2.7% | 0.012% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 67,678 | $2.66M | 0.0% | +6.7% | 0.025% | |
| 5/15/2025 | Royal Bank of Canada | 1,042,018 | $41.03M | 0.0% | -5.1% | 0.380% | |
| 5/15/2025 | Betterment LLC | 812,518 | $31.99M | 0.1% | +10.6% | 0.296% | |
| 5/15/2025 | MAI Capital Management | 36,790 | $1.45M | 0.0% | -11.1% | 0.013% | |
| 5/15/2025 | Calton & Associates Inc. | 13,887 | $547K | 0.1% | +9.3% | 0.005% | |
| 5/15/2025 | Second Line Capital LLC | 226,218 | $8.91M | 2.3% | +4.7% | 0.082% | |
| 5/15/2025 | Certior Financial Group LLC | 20,854 | $821K | 0.7% | N/A | 0.008% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 89,296 | $3.52M | 0.5% | -1.6% | 0.033% | |
| 5/15/2025 | JDM Financial Group LLC | 190,498 | $7.50M | 3.8% | +4.0% | 0.069% | |
| 5/15/2025 | Tortoise Investment Management LLC | 312,109 | $12.29M | 1.3% | +3.2% | 0.114% | |
| 5/14/2025 | Valley Financial Group Inc. | 17,731 | $698K | 0.5% | +7.4% | 0.006% | |
| 5/14/2025 | CreativeOne Wealth LLC | 107,791 | $4.24M | 0.1% | +10.4% | 0.039% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 385,202 | $15.17M | 1.2% | -13.3% | 0.140% | |
| 5/14/2025 | Jane Street Group LLC | 1,472,993 | $57.99M | 0.0% | N/A | 0.537% | |
| 5/14/2025 | Comerica Bank | 156,170 | $6.15M | 0.0% | +10.4% | 0.057% | |
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| 5/14/2025 | Freedom Investment Management Inc. | 6,121 | $241K | 0.0% | -16.3% | 0.002% | |
| 5/14/2025 | Synovus Financial Corp | 9,822 | $387K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | SVB Wealth LLC | 4,416 | $174K | 0.0% | -30.0% | 0.002% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 7,058 | $278K | 0.0% | +48.5% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,274,058 | $128.90M | 0.1% | +4.7% | 1.193% | |
| 5/14/2025 | Phoenix Wealth Advisors | 78,335 | $3.08M | 1.3% | +21.8% | 0.029% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 7,400 | $291K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Leslie Global Wealth LLC | 60,034 | $2.36M | 1.2% | +0.6% | 0.022% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 11,911 | $469K | 0.1% | -5.4% | 0.004% | |
| 5/14/2025 | Kestra Advisory Services LLC | 57,074 | $2.25M | 0.0% | -2.2% | 0.021% | |
| 5/14/2025 | Broadview Financial Management LLC | 15,978 | $629K | 0.5% | +2.0% | 0.006% | |
| 5/14/2025 | Rede Wealth LLC | 13,768 | $542K | 0.2% | +3.3% | 0.005% | |
| 5/14/2025 | Compound Planning Inc. | 42,130 | $1.66M | 0.1% | -6.4% | 0.015% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 9,234 | $364K | 0.1% | +31.5% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,060,826 | $199.23M | 0.1% | +0.7% | 1.844% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 7,920 | $312K | 0.0% | -14.9% | 0.003% | |
| 5/14/2025 | CW Advisors LLC | 150,766 | $5.94M | 0.1% | -3.4% | 0.055% | |
| 5/14/2025 | Summit Financial LLC | 65,160 | $2.57M | 0.1% | +3.6% | 0.024% | |
| 5/14/2025 | United Asset Strategies Inc. | 16,224 | $639K | 0.1% | -21.3% | 0.006% | |
| 5/14/2025 | TFB Advisors LLC | 6,914 | $272K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Capital Analysts LLC | 150,994 | $5.95M | 0.2% | +14.8% | 0.055% | |
| 5/14/2025 | Vertex Planning Partners LLC | 50,794 | $2M | 0.4% | +66.1% | 0.019% | |
| 5/14/2025 | RWA Wealth Partners LLC | 17,125 | $674K | 0.0% | -2.5% | 0.006% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 2,136,956 | $84.13M | 0.9% | +12.8% | 0.778% | |
| 5/13/2025 | Brooklyn Investment Group | 805 | $32K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Cascade Financial Partners LLC | 189,861 | $7.48M | 0.9% | +7.6% | 0.069% | |
| 5/13/2025 | Knuff & Co LLC | 739 | $29K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,118,499 | $83.41M | 0.0% | +6.5% | 0.772% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 55,825 | $2.20M | 0.6% | +197.8% | 0.020% | |
| 5/13/2025 | Global Endowment Management LP | 43,580 | $1.72M | 0.2% | +126.6% | 0.016% | |
| 5/13/2025 | Redmond Asset Management LLC | 8,529 | $336K | 0.1% | +6.4% | 0.003% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 14,350 | $565K | 0.0% | -93.2% | 0.005% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 16,328 | $643K | 0.8% | +28.4% | 0.006% | |
| 5/13/2025 | NFP Retirement Inc. | 18,913 | $745K | 0.1% | +2.6% | 0.007% | |
| 5/13/2025 | Brooklyn FI LLC | 120,349 | $4.74M | 1.5% | +10.4% | 0.044% | |
| 5/13/2025 | WESCAP Management Group Inc. | 50,355 | $1.98M | 0.5% | -14.4% | 0.018% | |
| 5/13/2025 | HighTower Advisors LLC | 1,274,182 | $50.17M | 0.1% | +13.2% | 0.464% | |
| 5/13/2025 | Peak Financial Management Inc. | 252,964 | $9.96M | 3.0% | +3.8% | 0.092% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 46,680 | $1.84M | 0.2% | -5.8% | 0.017% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 90,265 | $3.55M | 2.2% | +6.8% | 0.033% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 18,595,619 | $732.11M | 1.6% | -0.3% | 6.774% | |
| 5/12/2025 | Maia Wealth LLC | 23,234 | $878K | 0.2% | +58.8% | 0.008% | |
| 5/12/2025 | Independent Advisor Alliance | 58,765 | $2.31M | 0.1% | -82.1% | 0.021% | |
| 5/12/2025 | Northeast Financial Group Inc. | 21,589 | $850K | 0.3% | -13.5% | 0.008% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 371,670 | $14.63M | 1.8% | -9.0% | 0.135% | |
| 5/12/2025 | True North Advisors LLC | 8,568 | $337K | 0.1% | -28.3% | 0.003% | |
| 5/12/2025 | Benjamin Edwards Inc. | 21,489 | $846K | 0.0% | -10.2% | 0.008% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 878,265 | $34.58M | 2.9% | +2.7% | 0.320% | |
| 5/12/2025 | Townsquare Capital LLC | 2,360,591 | $92.94M | 1.0% | +10.1% | 0.860% | |
| 5/12/2025 | Bristlecone Advisors LLC | 98,614 | $3.88M | 0.3% | +2.0% | 0.036% | |
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| 5/12/2025 | Savvy Advisors Inc. | 196,649 | $7.74M | 0.8% | +33.6% | 0.072% | |
| 5/12/2025 | WBH Advisory Inc. | 50,577 | $1.99M | 0.2% | +4.0% | 0.018% | |
| 5/9/2025 | R. W. Roge & Company Inc. | 68,213 | $2.69M | 1.5% | -45.8% | 0.025% | |
| 5/9/2025 | Blue Barn Wealth LLC | 94,917 | $3.74M | 1.9% | +12.9% | 0.035% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 165,722 | $6.52M | 0.0% | -17.0% | 0.060% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 99,324 | $3.91M | 0.1% | -4.4% | 0.036% | |
| 5/9/2025 | Intrust Bank NA | 81,182 | $3.20M | 0.3% | +36.3% | 0.030% | |
| 5/9/2025 | Topel & Distasi Wealth Management LLC | 41,670 | $1.64M | 0.8% | -2.9% | 0.015% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 2,519 | $99K | 0.1% | -12.7% | 0.001% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 12,075 | $475K | 0.3% | +2.4% | 0.004% | |
