| 6/6/2025 | Blue Oak Capital LLC | 35,833 | $977K | 0.5% | +115.1% | 0.008% | |
| 5/27/2025 | Jacobi Capital Management LLC | 43,677 | $1.19M | 0.1% | +6.5% | 0.010% | |
| 5/23/2025 | Strategic Financial Services Inc. | 321,637 | $8.77M | 0.5% | +64.1% | 0.077% | |
| 5/22/2025 | Mattson Financial Services LLC | 10,926 | $298K | 0.1% | N/A | 0.003% | |
| 5/21/2025 | McAdam LLC | 899,395 | $24.52M | 1.5% | -0.2% | 0.216% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,530 | $96K | 0.0% | -61.3% | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,411 | $202K | 0.0% | -83.4% | 0.002% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 7,411 | $202K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Advisory Alpha LLC | 1,028,813 | $28.03M | 1.0% | +4.0% | 0.247% | |
| 5/19/2025 | SCS Capital Management LLC | 531,559 | $14.49M | 0.2% | -11.1% | 0.128% | |
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| 5/16/2025 | Ascent Group LLC | 553,083 | $15.08M | 0.6% | +1,178.8% | 0.133% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 8,022 | $217K | 0.0% | -36.3% | 0.002% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 64,562 | $1.76M | 0.1% | +56.4% | 0.016% | |
| 5/16/2025 | Bell Investment Advisors Inc | 9,294 | $253K | 0.0% | -30.9% | 0.002% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 89,589 | $2.44M | 0.1% | +8.7% | 0.022% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 7,578 | $207K | 0.0% | -23.4% | 0.002% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,804,559 | $212.75M | 0.0% | -2.6% | 1.875% | |
| 5/16/2025 | NewEdge Advisors LLC | 448,906 | $12.24M | 0.1% | -47.1% | 0.108% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 491,516 | $13.40M | 0.2% | -18.4% | 0.118% | |
| 5/16/2025 | Banque Transatlantique SA | 1,809 | $46K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | AQR Capital Management LLC | 24,206 | $660K | 0.0% | +36.3% | 0.006% | |
| 5/16/2025 | Ancora Advisors LLC | 155,538 | $4.24M | 0.1% | +29.9% | 0.037% | |
| 5/15/2025 | EP Wealth Advisors LLC | 6,843 | $187K | 0.0% | -5.7% | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 179,855 | $4.90M | 0.1% | -20.6% | 0.043% | |
| 5/15/2025 | Royal Bank of Canada | 1,644,137 | $44.82M | 0.0% | +42.5% | 0.395% | |
| 5/15/2025 | Betterment LLC | 138,466 | $3.78M | 0.0% | +10.4% | 0.033% | |
| 5/15/2025 | Baird Financial Group Inc. | 220,817 | $6.02M | 0.0% | +56.0% | 0.053% | |
| 5/15/2025 | Tortoise Investment Management LLC | 77,745 | $2.12M | 0.2% | +84.7% | 0.019% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 133,858 | $3.65M | 0.4% | -4.6% | 0.032% | |
| 5/14/2025 | CreativeOne Wealth LLC | 119,906 | $3.27M | 0.1% | +4.2% | 0.029% | |
| 5/14/2025 | Redwood Investment Management LLC | 304,407 | $8.30M | 0.9% | -32.1% | 0.073% | |
| 5/14/2025 | PKS Advisory Services LLC | 11,306 | $306K | 0.1% | +8.9% | 0.003% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 83,460 | $2.28M | 0.2% | -79.0% | 0.020% | |
| 5/14/2025 | Islay Capital Management LLC | 8,974 | $245K | 0.2% | -75.7% | 0.002% | |
| 5/14/2025 | FWG Investments LLC. | 21,153 | $577K | 0.7% | -20.3% | 0.005% | |
| 5/14/2025 | Comerica Bank | 99,335 | $2.71M | 0.0% | +58.7% | 0.024% | |
| 5/14/2025 | Synovus Financial Corp | 150,061 | $4.09M | 0.1% | +36.4% | 0.036% | |
| 5/14/2025 | Napa Wealth Management | 16,511 | $450K | 0.3% | -34.8% | 0.004% | |
| 5/14/2025 | Jump Financial LLC | 263,628 | $7.19M | 0.1% | N/A | 0.063% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,996 | $54K | 0.0% | +65.2% | 0.000% | |
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| 5/14/2025 | Caitlin John LLC | 244,820 | $6.67M | 6.5% | +58.5% | 0.059% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,693,991 | $100.70M | 0.1% | +196.7% | 0.887% | |
| 5/14/2025 | Kestra Advisory Services LLC | 114,348 | $3.12M | 0.0% | +63.3% | 0.027% | |
| 5/14/2025 | Compound Planning Inc. | 34,090 | $929K | 0.0% | +153.2% | 0.008% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 46,480 | $1.27M | 0.5% | -60.7% | 0.011% | |
| 5/14/2025 | CW Advisors LLC | 2,467,068 | $67.25M | 0.8% | -1.6% | 0.593% | |
| 5/14/2025 | GM Advisory Group LLC | 707,161 | $19.28M | 1.0% | -18.8% | 0.170% | |
| 5/14/2025 | New Harbor Financial Group LLC | 443,443 | $12.09M | 3.2% | +6.8% | 0.107% | |
| 5/14/2025 | Level Four Advisory Services LLC | 508,864 | $13.87M | 0.6% | +21.6% | 0.122% | |
| 5/14/2025 | Andina Capital Management LLC | 120,617 | $3.29M | 2.3% | N/A | 0.029% | |
| 5/14/2025 | Bank OZK | 47,751 | $1.30M | 0.5% | +57.5% | 0.011% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 43,711 | $1.19M | 0.0% | -52.2% | 0.010% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 182,774 | $4.98M | 0.0% | +1.9% | 0.044% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,453,520 | $66.88M | 0.0% | -20.2% | 0.589% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 20,446 | $557K | 0.1% | +2.6% | 0.005% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 20,454 | $558K | 0.0% | -13.3% | 0.005% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 150,868 | $4.11M | 0.1% | +88.0% | 0.036% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 8,896 | $243K | 0.3% | +34.9% | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 134,312 | $3.66M | 0.0% | +5.3% | 0.032% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 48,006,634 | $1.31B | 2.8% | +2.8% | 11.532% | |
| 5/12/2025 | Maia Wealth LLC | 21,109 | $555K | 0.1% | +12.2% | 0.005% | |
| 5/12/2025 | Independent Advisor Alliance | 12,594 | $343K | 0.0% | -98.9% | 0.003% | |
| 5/12/2025 | Northeast Financial Group Inc. | 11,570 | $315K | 0.1% | -58.5% | 0.003% | |
| 5/12/2025 | Lockheed Martin Investment Management Co. | 2,466,000 | $67.22M | 2.7% | +8.4% | 0.592% | |
| 5/12/2025 | Aveo Capital Partners LLC | 7,606 | $201K | 0.0% | -71.6% | 0.002% | |
| 5/12/2025 | Simplex Trading LLC | 1,649 | $44K | 0.0% | -19.9% | 0.000% | |
| 5/12/2025 | Manhattan West Asset Management LLC | 274,837 | $7.49M | 1.9% | +32.5% | 0.066% | |
| 5/12/2025 | Townsquare Capital LLC | 2,459,108 | $67.04M | 0.7% | +3.3% | 0.591% | |
| 5/12/2025 | Savvy Advisors Inc. | 8,914 | $243K | 0.0% | -93.6% | 0.002% | |
| 5/9/2025 | R. W. Roge & Company Inc. | 629,183 | $17.15M | 9.4% | -3.8% | 0.151% | |
| 5/9/2025 | Headlands Technologies LLC | 25,171 | $686K | 0.1% | -7.7% | 0.006% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 59,309 | $1.62M | 0.2% | -1.6% | 0.014% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 797,784 | $21.75M | 0.0% | -21.3% | 0.185% | |
| 5/9/2025 | Tidemark LLC | 26,932 | $734K | 0.3% | -89.7% | 0.006% | |
| 5/9/2025 | Wealthspire Advisors LLC | 11,721 | $320K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 260,247 | $7.09M | 0.1% | -8.0% | 0.060% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 10,534 | $287K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 18,408 | $502K | 0.0% | -8.8% | 0.004% | |
| 5/9/2025 | Plan Group Financial LLC | 65,086 | $1.77M | 0.6% | +17.8% | 0.015% | |
| 5/9/2025 | Clearstead Trust LLC | 6,612 | $180K | 0.0% | +46.4% | 0.002% | |
| 5/9/2025 | Blair William & Co. IL | 5,408 | $147K | 0.0% | -14.9% | 0.001% | |
| 5/9/2025 | Novus Advisors LLC | 10,206 | $278K | 0.3% | N/A | 0.002% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 45,179 | $1.23M | 0.0% | +6.5% | 0.010% | |
| 5/8/2025 | IFG Advisory LLC | 426,333 | $11.62M | 0.6% | +1.7% | 0.099% | |
| 5/8/2025 | UNIVEST FINANCIAL Corp | 455,735 | $12.42M | 0.8% | -42.2% | 0.106% | |
| 5/8/2025 | Harbour Investments Inc. | 30,690 | $837K | 0.0% | -13.1% | 0.007% | |
| 5/8/2025 | CAP Partners LLC | 25,994 | $709K | 0.5% | +15.7% | 0.006% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 41,138 | $1.12M | 0.4% | +7.0% | 0.010% | |
| 5/7/2025 | Wincap Financial LLC | 13,683 | $373K | 0.4% | +29.0% | 0.003% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 46,512 | $1.27M | 0.0% | +12.4% | 0.011% | |
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| 5/7/2025 | Norden Group LLC | 15,142 | $413K | 0.0% | -15.6% | 0.004% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 11,591 | $316K | 0.1% | N/A | 0.003% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 130,330 | $3.51M | 0.9% | N/A | 0.030% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 8,954 | $244K | 0.0% | -4.9% | 0.002% | |
| 5/7/2025 | Beacon Bridge Wealth Partners LLC | 87,375 | $2.38M | 1.0% | +12.4% | 0.020% | |
| 5/7/2025 | Frontier Asset Management LLC | 198,125 | $5.40M | 1.6% | +4.4% | 0.046% | |
| 5/7/2025 | LPL Financial LLC | 10,667,377 | $290.79M | 0.1% | +2.7% | 2.477% | |
| 5/7/2025 | Municipal Employees Retirement System of Michigan | 14,880,982 | $405.66M | 5.1% | +27.3% | 3.456% | |
| 5/7/2025 | Security Financial Services INC. | 543,295 | $14.81M | 2.9% | +40.2% | 0.126% | |
| 5/7/2025 | Motco | 300,422 | $8.19M | 0.9% | +11.3% | 0.070% | |
