| 6/10/2025 | Compass Financial Services Inc | 8,231 | $420K | 0.2% | +11.1% | 0.002% | |
| 6/2/2025 | Modern Wealth Management LLC | 1,306,891 | $66.74M | 2.1% | +5.3% | 0.259% | |
| 5/28/2025 | Intrua Financial LLC | 44,271 | $2.26M | 0.3% | +70.1% | 0.009% | |
| 5/27/2025 | Jacobi Capital Management LLC | 536,227 | $27.39M | 2.0% | +6,211.5% | 0.107% | |
| 5/27/2025 | Advisors Capital Management LLC | 20,531 | $1.05M | 0.0% | +10.7% | 0.004% | |
| 5/21/2025 | McAdam LLC | 268,873 | $13.73M | 0.8% | -18.6% | 0.053% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 545,827 | $27.88M | 0.9% | +4.7% | 0.108% | |
| 5/21/2025 | CBM Financial LLC | 255,334 | $13.03M | 10.7% | N/A | 0.051% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 55,099 | $2.81M | 0.6% | N/A | 0.011% | |
| 5/20/2025 | Belpointe Asset Management LLC | 55,099 | $2.81M | 0.1% | +325.7% | 0.011% | |
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| 5/20/2025 | Focus Partners Wealth | 185,846 | $9.49M | 0.0% | -2.0% | 0.037% | |
| 5/20/2025 | Flaharty Asset Management LLC | 617 | $32K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 142,281 | $7.27M | 0.3% | N/A | 0.028% | |
| 5/19/2025 | Advisory Alpha LLC | 5,024,070 | $255.92M | 8.7% | +9.5% | 0.998% | |
| 5/19/2025 | SCS Capital Management LLC | 7,131 | $364K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Faithward Advisors LLC | 47,005 | $2.40M | 0.4% | +13.7% | 0.009% | |
| 5/16/2025 | Ascent Group LLC | 395,168 | $20.18M | 0.9% | +3,269.4% | 0.079% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 123,058 | $6.29M | 0.5% | -7.9% | 0.024% | |
| 5/16/2025 | Hamilton Capital LLC | 397,814 | $20.32M | 1.2% | +1.8% | 0.079% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 5,154 | $263K | 0.0% | -8.5% | 0.001% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,424,051 | $72.73M | 0.0% | -0.5% | 0.283% | |
| 5/16/2025 | Kestra Investment Management LLC | 6,440 | $329K | 0.0% | +4.7% | 0.001% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 6,145 | $314K | 0.1% | -11.9% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 225,849 | $11.53M | 0.0% | +277.0% | 0.045% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 13,286 | $679K | 0.5% | N/A | 0.003% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 58,683 | $3.00M | 0.8% | -8.9% | 0.012% | |
| 5/16/2025 | Redwood Financial Network Corp | 27,460 | $1.40M | 1.1% | +5.1% | 0.005% | |
| 5/16/2025 | Permanens Capital L.P. | 12,784 | $653K | 0.1% | -25.3% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 514,102 | $26.26M | 0.2% | +22.7% | 0.102% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 753,687 | $38.49M | 0.4% | +31.7% | 0.150% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 45,404 | $2.32M | 0.0% | -92.7% | 0.009% | |
| 5/16/2025 | AQR Capital Management LLC | 65,816 | $3.36M | 0.0% | +13.9% | 0.013% | |
| 5/16/2025 | Ancora Advisors LLC | 3,021 | $154K | 0.0% | -13.4% | 0.001% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 52,260 | $2.67M | 0.0% | +0.5% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 43,023 | $2.20M | 0.0% | -19.6% | 0.009% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 124,453 | $6.36M | 0.1% | +1.7% | 0.025% | |
| 5/15/2025 | Flputnam Investment Management Co. | 1,271,642 | $64.94M | 1.2% | -31.3% | 0.253% | |
| 5/15/2025 | Royal Bank of Canada | 4,219,989 | $215.52M | 0.0% | -21.0% | 0.838% | |
| 5/15/2025 | Calton & Associates Inc. | 32,819 | $1.68M | 0.4% | +57.0% | 0.007% | |
| 5/15/2025 | Second Line Capital LLC | 4,079 | $208K | 0.1% | N/A | 0.001% | |
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| 5/15/2025 | Connecticut Wealth Management LLC | 2,738,188 | $139.84M | 7.3% | N/A | 0.544% | |
| 5/15/2025 | Baird Financial Group Inc. | 357,931 | $18.28M | 0.0% | +0.4% | 0.071% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 461,424 | $23.57M | 3.5% | +2.8% | 0.092% | |
| 5/15/2025 | OLD Mission Capital LLC | 47,869 | $2.45M | 0.0% | N/A | 0.010% | |
| 5/15/2025 | JDM Financial Group LLC | 65,747 | $3.36M | 1.7% | -0.7% | 0.013% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 2,012,915 | $102.80M | 4.6% | +7.9% | 0.400% | |
| 5/15/2025 | Graney & King LLC | 320,909 | $16.39M | 12.2% | -8.5% | 0.064% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 6,567 | $335K | 0.1% | +14.3% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 5,995 | $306K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 16,349 | $835K | 0.0% | +134.9% | 0.003% | |
| 5/14/2025 | Redwood Investment Management LLC | 26,951 | $1.38M | 0.1% | -94.7% | 0.005% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 1,083,789 | $55.35M | 11.1% | +0.5% | 0.215% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 56,178 | $2.87M | 0.2% | +1.0% | 0.011% | |
| 5/14/2025 | Comerica Bank | 66,881 | $3.42M | 0.0% | +18.8% | 0.013% | |
| 5/14/2025 | Freedom Investment Management Inc. | 119,465 | $6.10M | 0.5% | +2.8% | 0.024% | |
| 5/14/2025 | Oak Harvest Investment Services | 192,256 | $9.82M | 1.4% | -4.4% | 0.038% | |
| 5/14/2025 | SVB Wealth LLC | 85,753 | $4.38M | 0.2% | -25.8% | 0.017% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 3,133 | $159K | 0.0% | +582.6% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,530,975 | $78.19M | 0.1% | +11.5% | 0.304% | |
| 5/14/2025 | Phoenix Wealth Advisors | 118,104 | $6.03M | 2.6% | +23.7% | 0.023% | |
| 5/14/2025 | Leslie Global Wealth LLC | 364,573 | $18.62M | 9.1% | +3.6% | 0.072% | |
| 5/14/2025 | Kestra Advisory Services LLC | 138,246 | $7.06M | 0.0% | +5.1% | 0.027% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 17,348 | $886K | 0.6% | -8.6% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 8,980,322 | $458.76M | 0.1% | +11.8% | 1.784% | |
| 5/14/2025 | Summit Financial LLC | 239,048 | $12.21M | 0.3% | +12.2% | 0.047% | |
| 5/14/2025 | Flow Traders U.S. LLC | 7,561 | $386K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Frisch Financial Group Inc. | 9,480 | $484K | 0.1% | -5.5% | 0.002% | |
| 5/14/2025 | GDS Wealth Management | 7,613 | $389K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Asset Management Group Inc. | 94,239 | $4.81M | 0.9% | +1.3% | 0.019% | |
| 5/14/2025 | Capital Analysts LLC | 30,809 | $1.57M | 0.1% | +15.8% | 0.006% | |
| 5/14/2025 | Vertex Planning Partners LLC | 53,565 | $2.74M | 0.6% | -0.6% | 0.011% | |
| 5/14/2025 | Venture Visionary Partners LLC | 130,292 | $6.65M | 0.3% | +3,100.5% | 0.026% | |
| 5/14/2025 | JT Stratford LLC | 47,118 | $2.41M | 0.4% | -0.7% | 0.009% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 5,121 | $262K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Hsbc Holdings PLC | 55,563 | $2.84M | 0.0% | +266.1% | 0.011% | |
| 5/13/2025 | Northern Trust Corp | 556,696 | $28.43M | 0.0% | +0.2% | 0.111% | |
| 5/13/2025 | FCG Investment Co | 37,396 | $1.91M | 1.2% | +14.2% | 0.007% | |
| 5/13/2025 | Cascade Financial Partners LLC | 5,228 | $267K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | LeConte Wealth Management LLC | 14,577 | $744K | 0.5% | N/A | 0.003% | |
| 5/13/2025 | Tyler Stone Wealth Management | 76,504 | $3.91M | 0.7% | +0.8% | 0.015% | |
| 5/13/2025 | Raymond James Financial Inc. | 5,740,575 | $293.17M | 0.1% | +4.3% | 1.140% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 278,267 | $14.21M | 5.9% | -6.3% | 0.055% | |
| 5/13/2025 | Cresset Asset Management LLC | 23,487 | $1.20M | 0.0% | -6.2% | 0.005% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 31,568 | $1.61M | 0.4% | +5.2% | 0.006% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 28,444 | $1.45M | 0.2% | +23.1% | 0.006% | |
| 5/13/2025 | Dynamic Financial Group | 8,207 | $419K | 0.4% | +22.4% | 0.002% | |
| 5/13/2025 | Horizon Investments LLC | 5,059,600 | $258.39M | 7.7% | -12.7% | 1.005% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 18,789 | $960K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | Ground Swell Capital LLC | 13,907 | $710K | 1.5% | N/A | 0.003% | |
| 5/13/2025 | American Money Management LLC | 75,337 | $3.85M | 0.7% | -0.6% | 0.015% | |
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| 5/13/2025 | Financial Network Wealth Advisors LLC | 27,671 | $1.41M | 1.9% | +4.9% | 0.005% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 31,539 | $1.61M | 2.1% | -5.2% | 0.006% | |
| 5/13/2025 | Klingman & Associates LLC | 1,132,034 | $57.81M | 3.5% | +3.1% | 0.225% | |
| 5/13/2025 | Dagco Inc. | 30,115 | $1.54M | 0.5% | +3.7% | 0.006% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,208 | $62K | 0.0% | +475.2% | 0.000% | |
| 5/13/2025 | HighTower Advisors LLC | 2,464,714 | $125.87M | 0.2% | +28.4% | 0.490% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 107,952 | $5.51M | 3.5% | -1.2% | 0.021% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 78,809,775 | $4.02B | 8.6% | +0.8% | 15.657% | |
| 5/12/2025 | Ballast Inc. | 8,256 | $422K | 0.1% | +3.2% | 0.002% | |
| 5/12/2025 | Meridian Wealth Management LLC | 253,685 | $12.96M | 0.6% | +0.6% | 0.050% | |
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