| 6/2/2025 | Modern Wealth Management LLC | 622,991 | $64.46M | 2.1% | -2.3% | 0.508% | |
| 5/29/2025 | Wilshire Advisors LLC | 356,127 | $36.85M | 12.9% | +17.1% | 0.307% | |
| 5/22/2025 | WBI Investments LLC | 2,012 | $208K | 0.1% | -86.5% | 0.002% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,968 | $514K | 0.0% | +97.4% | 0.004% | |
| 5/20/2025 | Belpointe Asset Management LLC | 20,481 | $2.12M | 0.1% | -27.6% | 0.018% | |
| 5/20/2025 | Focus Partners Wealth | 28,792 | $2.98M | 0.0% | -5.6% | 0.025% | |
| 5/20/2025 | Integrity Alliance LLC. | 3,311 | $343K | 0.0% | N/A | 0.003% | |
| 5/19/2025 | Jane Street Group LLC | 195,518 | $20.23M | 0.0% | N/A | 0.169% | |
| 5/19/2025 | SCS Capital Management LLC | 495,768 | $51.30M | 0.7% | +64.2% | 0.428% | |
| 5/16/2025 | Empowered Funds LLC | 259,050 | $26.78M | 0.4% | +1.9% | 0.223% | |
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| 5/16/2025 | Ascent Group LLC | 5,872 | $608K | 0.0% | +13.6% | 0.005% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 19,471 | $2.02M | 0.1% | -6.3% | 0.017% | |
| 5/16/2025 | Bell Investment Advisors Inc | 21,368 | $2.21M | 0.4% | +3.6% | 0.018% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 47,813 | $4.95M | 0.2% | -2.7% | 0.041% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 47,257 | $4.89M | 0.0% | -31.7% | 0.041% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 354 | $37K | 0.0% | +35,300.0% | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 37,036 | $3.92M | 0.0% | +114.1% | 0.032% | |
| 5/16/2025 | Talon Private Wealth LLC | 149,344 | $15.40M | 2.1% | -7.7% | 0.129% | |
| 5/16/2025 | NewEdge Advisors LLC | 100,698 | $10.42M | 0.1% | +143.2% | 0.087% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 337,481 | $34.92M | 0.4% | +14.3% | 0.291% | |
| 5/16/2025 | Greenline Partners LLC | 118,892 | $12.30M | 1.8% | -45.0% | 0.103% | |
| 5/16/2025 | AlTi Global Inc. | 579,377 | $59.95M | 1.6% | -11.1% | 0.500% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 33,526 | $3.47M | 2.6% | +20.4% | 0.029% | |
| 5/16/2025 | Ancora Advisors LLC | 166,056 | $17.18M | 0.4% | +3.7% | 0.143% | |
| 5/15/2025 | EP Wealth Advisors LLC | 5,639 | $583K | 0.0% | -40.6% | 0.005% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 13,315 | $1.38M | 0.0% | +20.6% | 0.011% | |
| 5/15/2025 | One Wealth Capital Management LLC | 2,041 | $211K | 0.1% | N/A | 0.002% | |
| 5/15/2025 | Flputnam Investment Management Co. | 740,606 | $76.63M | 1.4% | +4.9% | 0.639% | |
| 5/15/2025 | Royal Bank of Canada | 223,220 | $23.10M | 0.0% | +21.9% | 0.193% | |
| 5/15/2025 | MAI Capital Management | 229,708 | $23.77M | 0.2% | +3.8% | 0.198% | |
| 5/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 23,347 | $2.42M | 0.9% | +124.8% | 0.020% | |
| 5/15/2025 | Certior Financial Group LLC | 27,700 | $2.87M | 2.3% | -2.8% | 0.024% | |
| 5/15/2025 | Baird Financial Group Inc. | 61,593 | $6.37M | 0.0% | +7.7% | 0.053% | |
| 5/15/2025 | Tortoise Investment Management LLC | 492,944 | $51.01M | 5.3% | +6.5% | 0.425% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 36,510 | $3.78M | 0.7% | +1,018.2% | 0.031% | |
| 5/14/2025 | Guggenheim Capital LLC | 133,256 | $13.79M | 0.1% | +0.6% | 0.115% | |
| 5/14/2025 | BWM Planning LLC | 2,285 | $236K | 0.1% | -4.1% | 0.002% | |
| 5/14/2025 | CreativeOne Wealth LLC | 35,296 | $3.65M | 0.1% | +15.5% | 0.030% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 61,618 | $6.38M | 0.9% | +19.4% | 0.053% | |
| 5/14/2025 | Potomac Fund Management Inc. ADV | 5,209 | $535K | 0.5% | -13.6% | 0.004% | |
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| 5/14/2025 | Jane Street Group LLC | 195,518 | $20.23M | 0.0% | N/A | 0.169% | |
| 5/14/2025 | Comerica Bank | 8,347 | $864K | 0.0% | +19.6% | 0.007% | |
| 5/14/2025 | Freedom Investment Management Inc. | 9,678 | $1.00M | 0.1% | +13.7% | 0.008% | |
| 5/14/2025 | Synovus Financial Corp | 4,579 | $474K | 0.0% | -26.1% | 0.004% | |
| 5/14/2025 | SVB Wealth LLC | 2,455 | $254K | 0.0% | -20.7% | 0.002% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 394 | $41K | 0.0% | +7,780.0% | 0.000% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 136,055 | $14.08M | 0.0% | +220.6% | 0.117% | |
| 5/14/2025 | Haverford Trust Co | 610,484 | $63.17M | 0.6% | +3.0% | 0.527% | |
| 5/14/2025 | Kestra Advisory Services LLC | 34,158 | $3.53M | 0.0% | -24.6% | 0.029% | |
| 5/14/2025 | Ameriprise Financial Inc. | 585,501 | $60.58M | 0.0% | +11.4% | 0.505% | |
| 5/14/2025 | Summit Financial LLC | 6,048 | $626K | 0.0% | +16.9% | 0.005% | |
| 5/14/2025 | Estate Counselors LLC | 87,915 | $9.10M | 0.9% | N/A | 0.076% | |
| 5/14/2025 | United Asset Strategies Inc. | 6,405 | $663K | 0.1% | -18.0% | 0.006% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 994,985 | $102.95M | 1.7% | +51.9% | 0.858% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 79,332 | $8.21M | 5.8% | +4.1% | 0.068% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 13,069 | $1.35M | 2.9% | +3.0% | 0.011% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 8,983 | $929K | 0.4% | -1.1% | 0.008% | |
| 5/14/2025 | Capital Analysts LLC | 1,631 | $169K | 0.0% | +24.0% | 0.001% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 71,503 | $7.40M | 0.1% | +63.0% | 0.062% | |
| 5/13/2025 | CacheTech Inc. | 3,766 | $390K | 0.1% | +2.8% | 0.003% | |
| 5/13/2025 | Cascade Financial Partners LLC | 55,241 | $5.72M | 0.7% | +48.3% | 0.048% | |
| 5/13/2025 | Ethos Financial Group LLC | 81,943 | $8.24M | 0.8% | +0.3% | 0.071% | |
| 5/13/2025 | Adams Wealth Management | 3,766 | $390K | 0.1% | +2.8% | 0.003% | |
| 5/13/2025 | Raymond James Financial Inc. | 488,546 | $50.55M | 0.0% | +21.5% | 0.421% | |
| 5/13/2025 | Cresset Asset Management LLC | 12,764 | $1.32M | 0.0% | +4.5% | 0.011% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 43,321 | $4.48M | 1.2% | +11.6% | 0.037% | |
| 5/13/2025 | Gen Wealth Partners Inc | 532 | $55K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 35,158 | $3.64M | 0.3% | +10.5% | 0.030% | |
| 5/13/2025 | High Falls Advisors Inc | 2,183 | $226K | 0.1% | N/A | 0.002% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 16,847 | $1.74M | 0.0% | N/A | 0.015% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 5,048 | $522K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | American Money Management LLC | 124,657 | $12.90M | 2.4% | +4.1% | 0.108% | |
| 5/13/2025 | Heck Capital Advisors LLC | 24,534 | $2.54M | 0.3% | -2.8% | 0.021% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 6,285 | $650K | 0.9% | +219.8% | 0.005% | |
| 5/13/2025 | NFP Retirement Inc. | 16,904 | $1.75M | 0.1% | -2.1% | 0.015% | |
| 5/13/2025 | Brooklyn FI LLC | 22,754 | $2.35M | 0.7% | +18.7% | 0.020% | |
| 5/13/2025 | Rathbones Group PLC | 8,812 | $912K | 0.0% | +133.0% | 0.008% | |
| 5/13/2025 | Stone House Investment Management LLC | 518 | $54K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | HighTower Advisors LLC | 203,272 | $21.03M | 0.0% | +3.4% | 0.175% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 4,277 | $443K | 0.2% | N/A | 0.004% | |
| 5/13/2025 | Peak Financial Management Inc. | 24,648 | $2.55M | 0.8% | +1.0% | 0.021% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,437 | $764K | 0.1% | -28.1% | 0.006% | |
| 5/12/2025 | Blueprint Financial Advisors LLC | 50,022 | $5.18M | 2.8% | N/A | 0.043% | |
| 5/12/2025 | Meridian Wealth Management LLC | 4,107 | $425K | 0.0% | -4.0% | 0.004% | |
| 5/12/2025 | Blueprint Investment Partners LLC | 147,365 | $15.25M | 2.8% | N/A | 0.127% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 5,839 | $604K | 0.1% | -3.4% | 0.005% | |
| 5/12/2025 | Townsquare Capital LLC | 185,852 | $19.23M | 0.2% | +3.4% | 0.160% | |
| 5/12/2025 | Savvy Advisors Inc. | 5,818 | $602K | 0.1% | +3.1% | 0.005% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 8,905 | $921K | 0.2% | -1.5% | 0.008% | |
| 5/12/2025 | AlphaCore Capital LLC | 2,098 | $217K | 0.0% | N/A | 0.002% | |
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| 5/12/2025 | Alesco Advisors LLC | 101,179 | $10.47M | 0.3% | -2.9% | 0.087% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 32,796 | $3.39M | 0.4% | -85.1% | 0.029% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 18,327 | $1.88M | 0.1% | +9.0% | 0.016% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 10,577 | $1.09M | 0.3% | +28.4% | 0.009% | |
| 5/9/2025 | Tidemark LLC | 11,925 | $1.23M | 0.5% | -3.9% | 0.010% | |
| 5/9/2025 | WealthShield Partners LLC | 2,626 | $272K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 112,994 | $11.69M | 0.4% | +12.1% | 0.099% | |
| 5/9/2025 | SoundView Advisors Inc. | 170,225 | $17.61M | 7.3% | +2.2% | 0.149% | |
| 5/9/2025 | Wealthspire Advisors LLC | 4,605 | $476K | 0.0% | N/A | 0.004% | |
| 5/9/2025 | Topel & Distasi Wealth Management LLC | 3,862 | $400K | 0.2% | -40.2% | 0.003% | |
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