| 5/22/2025 | Rollins Financial Advisors LLC | 52,049 | $4.18M | 0.7% | -3.4% | 0.014% | |
| 5/21/2025 | McAdam LLC | 18,027 | $1.45M | 0.1% | -17.4% | 0.005% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 277,995 | $22.34M | 0.7% | -12.5% | 0.072% | |
| 5/21/2025 | CBM Financial LLC | 140,074 | $11.26M | 9.3% | N/A | 0.036% | |
| 5/20/2025 | Belpointe Asset Management LLC | 20,262 | $1.63M | 0.1% | -0.9% | 0.005% | |
| 5/20/2025 | Focus Partners Wealth | 141,683 | $11.39M | 0.0% | -2.0% | 0.037% | |
| 5/20/2025 | Flaharty Asset Management LLC | 350 | $28K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 220,641 | $17.73M | 0.7% | +58.1% | 0.057% | |
| 5/19/2025 | SageView Advisory Group LLC | 4,070 | $327K | 0.0% | -5.3% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 3,263,819 | $261.71M | 8.9% | +1.1% | 0.849% | |
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| 5/19/2025 | SCS Capital Management LLC | 1,793,264 | $144.13M | 1.8% | +94.1% | 0.467% | |
| 5/16/2025 | Prostatis Group LLC | 5,264 | $423K | 0.1% | -14.0% | 0.001% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 97,401 | $7.83M | 0.3% | -5.3% | 0.025% | |
| 5/16/2025 | Faithward Advisors LLC | 47,169 | $3.79M | 0.7% | +12.6% | 0.012% | |
| 5/16/2025 | Ascent Group LLC | 186,711 | $15.01M | 0.6% | +2,396.1% | 0.049% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 28,114 | $2.31M | 0.2% | -11.1% | 0.007% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 152,317 | $12.24M | 0.9% | +7.6% | 0.040% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 3,445 | $277K | 0.0% | +5.6% | 0.001% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 3,356,869 | $269.79M | 0.0% | +6.0% | 0.874% | |
| 5/16/2025 | Kestra Investment Management LLC | 2,180,507 | $165.89M | 5.2% | -8.7% | 0.567% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 3,240 | $260K | 0.1% | -12.6% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 117,487 | $9.65M | 0.0% | +179.6% | 0.031% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 97,323 | $7.98M | 3.6% | +1.9% | 0.025% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 3,354 | $270K | 0.2% | N/A | 0.001% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 22,024 | $1.77M | 0.4% | -11.0% | 0.006% | |
| 5/16/2025 | Redwood Financial Network Corp | 6,991 | $562K | 0.4% | -2.7% | 0.002% | |
| 5/16/2025 | Permanens Capital L.P. | 7,114 | $572K | 0.1% | -2.1% | 0.002% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 22,431 | $1.80M | 1.0% | -58.7% | 0.006% | |
| 5/16/2025 | NewEdge Advisors LLC | 328,076 | $26.37M | 0.2% | +1.7% | 0.085% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 939,590 | $75.52M | 0.9% | +7.6% | 0.244% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 9,974 | $802K | 0.0% | -99.7% | 0.003% | |
| 5/16/2025 | Concorde Asset Management LLC | 6,502 | $520K | 0.3% | +58.5% | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 60,022 | $4.82M | 0.0% | +91.0% | 0.016% | |
| 5/16/2025 | Aprio Wealth Management LLC | 7,501 | $603K | 0.1% | +2.6% | 0.002% | |
| 5/15/2025 | EP Wealth Advisors LLC | 27,471 | $2.21M | 0.0% | -12.9% | 0.007% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 9,721 | $781K | 0.0% | +5.1% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 1,916,056 | $153.99M | 0.0% | +2.9% | 0.499% | |
| 5/15/2025 | MAI Capital Management | 15,284 | $1.23M | 0.0% | -5.4% | 0.004% | |
| 5/15/2025 | Calton & Associates Inc. | 7,398 | $595K | 0.1% | +5.9% | 0.002% | |
| 5/15/2025 | Vista Cima Wealth Management LLC | 50,000 | $4.02M | 1.8% | N/A | 0.013% | |
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| 5/15/2025 | Connecticut Wealth Management LLC | 1,571,909 | $126.33M | 6.6% | -62.7% | 0.409% | |
| 5/15/2025 | Baird Financial Group Inc. | 101,074 | $8.12M | 0.0% | -1.5% | 0.026% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 170,783 | $13.73M | 2.1% | -0.3% | 0.044% | |
| 5/15/2025 | JDM Financial Group LLC | 47,734 | $3.84M | 1.9% | -1.0% | 0.012% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 54,164 | $4.35M | 1.4% | N/A | 0.014% | |
| 5/15/2025 | Trexquant Investment LP | 5,653 | $454K | 0.0% | +41.1% | 0.001% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 1,424,985 | $114.53M | 5.1% | +3.0% | 0.371% | |
| 5/15/2025 | Graney & King LLC | 238,491 | $19.17M | 14.3% | -3.4% | 0.062% | |
| 5/15/2025 | Oarsman Capital Inc. | 441,487 | $35.48M | 6.4% | +3.8% | 0.115% | |
| 5/14/2025 | CreativeOne Wealth LLC | 32,295 | $2.60M | 0.1% | +5.6% | 0.008% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 14,181 | $1.14M | 0.2% | -16.4% | 0.004% | |
| 5/14/2025 | Redwood Investment Management LLC | 179,433 | $14.42M | 1.6% | -43.7% | 0.047% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 375,568 | $30.18M | 6.1% | +0.6% | 0.098% | |
| 5/14/2025 | PKS Advisory Services LLC | 6,535 | $525K | 0.2% | -23.7% | 0.002% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 24,198 | $1.95M | 0.1% | -3.6% | 0.006% | |
| 5/14/2025 | Corebridge Financial Inc. | 387,700 | $31.16M | 0.2% | +136.0% | 0.101% | |
| 5/14/2025 | Comerica Bank | 56,634 | $4.55M | 0.0% | -37.2% | 0.015% | |
| 5/14/2025 | Freedom Investment Management Inc. | 110,508 | $8.88M | 0.7% | -2.6% | 0.029% | |
| 5/14/2025 | Synovus Financial Corp | 22,700 | $1.82M | 0.0% | -15.6% | 0.006% | |
| 5/14/2025 | Oak Harvest Investment Services | 83,817 | $6.74M | 0.9% | -1.9% | 0.022% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 56,455 | $4.52M | 0.4% | +23.3% | 0.015% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 978,221 | $78.62M | 0.1% | +11.2% | 0.255% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 27,746 | $2.23M | 2.3% | -22.6% | 0.007% | |
| 5/14/2025 | Leslie Global Wealth LLC | 402,817 | $32.37M | 15.8% | +8.3% | 0.105% | |
| 5/14/2025 | Kestra Advisory Services LLC | 565,876 | $45.48M | 0.2% | -10.8% | 0.147% | |
| 5/14/2025 | Compound Planning Inc. | 6,679 | $537K | 0.0% | -65.2% | 0.002% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 14,670 | $1.18M | 0.8% | -2.4% | 0.004% | |
| 5/14/2025 | Ameriprise Financial Inc. | 8,732,829 | $701.65M | 0.2% | +7.2% | 2.272% | |
| 5/14/2025 | CW Advisors LLC | 14,092 | $1.16M | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Summit Financial LLC | 176,338 | $14.17M | 0.4% | +14.3% | 0.046% | |
| 5/14/2025 | Flow Traders U.S. LLC | 13,482 | $1.08M | 0.0% | N/A | 0.004% | |
| 5/14/2025 | TFB Advisors LLC | 11,187 | $899K | 0.3% | -5.7% | 0.003% | |
| 5/14/2025 | Banco BTG Pactual S.A. | 25,970 | $2.09M | 0.5% | -26.5% | 0.007% | |
| 5/14/2025 | GM Advisory Group LLC | 154,671 | $12.43M | 0.7% | +14.9% | 0.040% | |
| 5/14/2025 | Asset Management Group Inc. | 57,854 | $4.65M | 0.9% | -1.0% | 0.015% | |
| 5/14/2025 | Capital Analysts LLC | 148,195 | $11.91M | 0.4% | +12.4% | 0.039% | |
| 5/14/2025 | Tradition Wealth Management LLC | 18,787 | $1.51M | 0.1% | +4.1% | 0.005% | |
| 5/14/2025 | Vertex Planning Partners LLC | 156,770 | $12.60M | 2.8% | +2.3% | 0.041% | |
| 5/14/2025 | Venture Visionary Partners LLC | 73,394 | $5.90M | 0.2% | +55.4% | 0.019% | |
| 5/14/2025 | Hsbc Holdings PLC | 50,033 | $4.02M | 0.0% | -11.1% | 0.013% | |
| 5/14/2025 | Laraway Financial Advisors Inc | 2,897 | $233K | 0.2% | +7.5% | 0.001% | |
| 5/14/2025 | Petix & Botte Co | 77,952 | $6.27M | 1.6% | +37.0% | 0.020% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 352,199 | $28.31M | 0.3% | +4.3% | 0.093% | |
| 5/13/2025 | Brooklyn Investment Group | 2,024 | $163K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | FCG Investment Co | 39,390 | $3.17M | 2.0% | +10.5% | 0.010% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 46,872 | $3.77M | 0.0% | -0.7% | 0.012% | |
| 5/13/2025 | Tyler Stone Wealth Management | 16,733 | $1.35M | 0.2% | -2.4% | 0.004% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,713,702 | $298.47M | 0.1% | +0.9% | 0.979% | |
| 5/13/2025 | Cresset Asset Management LLC | 15,670 | $1.26M | 0.0% | +15.1% | 0.004% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 36,109 | $2.90M | 0.8% | +3.4% | 0.010% | |
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| 5/13/2025 | Twin Focus Capital Partners LLC | 242,477 | $19.49M | 3.0% | +0.8% | 0.064% | |
| 5/13/2025 | LWM Advisory Services LLC | 14,323 | $1.15M | 0.8% | -7.8% | 0.004% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 102,620 | $8.25M | 0.5% | -10.9% | 0.027% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 8,257 | $664K | 0.5% | -98.9% | 0.002% | |
| 5/13/2025 | Horizon Investments LLC | 4,609,555 | $370.47M | 11.0% | -17.2% | 1.215% | |
| 5/13/2025 | Inspire Trust Co. N.A. | 23,100 | $1.86M | 0.4% | -17.0% | 0.006% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 16,019 | $1.29M | 0.0% | +133.0% | 0.004% | |
| 5/13/2025 | Centerpoint Advisors LLC | 13,071 | $1.05M | 0.4% | -11.5% | 0.003% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 28,208 | $2.27M | 3.0% | +2.6% | 0.007% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 18,797 | $1.51M | 2.0% | -82.0% | 0.005% | |
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