| 6/6/2025 | Blue Oak Capital LLC | 85,581 | $8.88M | 4.9% | -3.3% | 0.077% | |
| 6/3/2025 | Invst LLC | 44,884 | $4.66M | 0.6% | +1,579.2% | 0.040% | |
| 6/2/2025 | Modern Wealth Management LLC | 82,668 | $8.58M | 0.3% | +39.7% | 0.074% | |
| 5/29/2025 | Apeiron RIA LLC | 3,874 | $402K | 0.1% | -11.4% | 0.004% | |
| 5/22/2025 | BOS Asset Management LLC | 7,268 | $754K | 0.3% | N/A | 0.007% | |
| 5/22/2025 | Kilter Group LLC | 14,885 | $1.54M | 1.0% | N/A | 0.015% | |
| 5/20/2025 | Focus Partners Wealth | 9,887 | $1.03M | 0.0% | -7.1% | 0.010% | |
| 5/19/2025 | Jane Street Group LLC | 10,200 | $1.06M | 0.0% | -98.1% | 0.010% | |
| 5/16/2025 | Ascent Group LLC | 12,291 | $1.28M | 0.1% | +29.4% | 0.012% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 4,956 | $514K | 0.0% | N/A | 0.005% | |
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| 5/16/2025 | Signature Estate & Investment Advisors LLC | 2,708 | $281K | 0.0% | -93.8% | 0.003% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 11,675 | $1.21M | 0.0% | +156.7% | 0.012% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 407,854 | $42.32M | 0.0% | +10.8% | 0.410% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,375 | $143K | 0.1% | +601.5% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,964 | $204K | 0.0% | -95.2% | 0.002% | |
| 5/16/2025 | Sheridan Capital Management LLC | 13,008 | $1.35M | 1.0% | -11.0% | 0.013% | |
| 5/16/2025 | NewEdge Advisors LLC | 324,680 | $33.69M | 0.2% | +170.7% | 0.327% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 50,867 | $5.28M | 0.1% | -27.8% | 0.051% | |
| 5/16/2025 | Concorde Asset Management LLC | 5,356 | $544K | 0.3% | N/A | 0.005% | |
| 5/16/2025 | Copperleaf Capital LLC | 10,919 | $1.13M | 0.7% | N/A | 0.011% | |
| 5/16/2025 | AlTi Global Inc. | 11,964 | $1.24M | 0.0% | +25.3% | 0.012% | |
| 5/16/2025 | AlphaQ Advisors LLC | 8,403 | $872K | 2.1% | N/A | 0.008% | |
| 5/16/2025 | Aprio Wealth Management LLC | 2,592 | $269K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | 1 North Wealth Services LLC | 320 | $33K | 0.0% | -99.6% | 0.000% | |
| 5/15/2025 | One Wealth Capital Management LLC | 28,336 | $2.94M | 1.6% | +116.9% | 0.029% | |
| 5/15/2025 | Royal Bank of Canada | 455,684 | $47.28M | 0.0% | +47.9% | 0.458% | |
| 5/15/2025 | Betterment LLC | 4,193 | $435K | 0.0% | +3.0% | 0.004% | |
| 5/15/2025 | MAI Capital Management | 312,180 | $32.39M | 0.2% | +2.7% | 0.314% | |
| 5/15/2025 | Baird Financial Group Inc. | 24,998 | $2.59M | 0.0% | +353.5% | 0.025% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,040 | $108K | 0.1% | -75.3% | 0.001% | |
| 5/15/2025 | Itau Unibanco Holding S.A. | 1,092,068 | $113.30M | 4.2% | N/A | 1.099% | |
| 5/14/2025 | Triad Wealth Partners LLC | 60,629 | $6.29M | 2.0% | N/A | 0.061% | |
| 5/14/2025 | CreativeOne Wealth LLC | 212,428 | $22.04M | 0.7% | +987.4% | 0.214% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 10,108 | $1.05M | 0.2% | -80.8% | 0.010% | |
| 5/14/2025 | Harvest Portfolios Group Inc. | 165,336 | $17.15M | 0.5% | +20.3% | 0.166% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 32,232 | $3.34M | 0.3% | N/A | 0.032% | |
| 5/14/2025 | Comerica Bank | 47,561 | $4.93M | 0.0% | +31.4% | 0.048% | |
| 5/14/2025 | Freedom Investment Management Inc. | 2,999 | $311K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Jump Financial LLC | 7,120 | $739K | 0.0% | N/A | 0.007% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 38,508 | $3.97M | 0.4% | +17.4% | 0.039% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 410,414 | $42.58M | 0.0% | +2.4% | 0.413% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 47,265 | $4.90M | 0.4% | N/A | 0.048% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,815 | $3.41M | 0.0% | +29.2% | 0.033% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 12,346 | $1.28M | 0.8% | N/A | 0.012% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,012,097 | $312.70M | 0.1% | +2.1% | 3.030% | |
| 5/14/2025 | Summit Financial LLC | 2,761 | $286K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Flow Traders U.S. LLC | 121,010 | $12.56M | 0.5% | N/A | 0.122% | |
| 5/14/2025 | Capital Analysts LLC | 30,131 | $3.13M | 0.1% | +75,227.5% | 0.030% | |
| 5/14/2025 | Vertex Planning Partners LLC | 16,346 | $1.70M | 0.4% | N/A | 0.016% | |
| 5/14/2025 | JT Stratford LLC | 13,815 | $1.43M | 0.3% | +14.1% | 0.014% | |
| 5/14/2025 | bLong Financial LLC | 19,631 | $2.04M | 1.8% | N/A | 0.020% | |
| 5/13/2025 | Moment Partners LLC | 3,006 | $312K | 0.1% | -4.3% | 0.003% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 249,321 | $25.87M | 0.2% | +20.3% | 0.251% | |
| 5/13/2025 | Raymond James Financial Inc. | 888,734 | $92.21M | 0.0% | +38.1% | 0.894% | |
| 5/13/2025 | Gen Wealth Partners Inc | 2,538 | $263K | 0.1% | +7.5% | 0.003% | |
| 5/13/2025 | High Falls Advisors Inc | 101,156 | $10.50M | 2.5% | +655.1% | 0.102% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 175,479 | $18.21M | 0.1% | +72.5% | 0.177% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 308,914 | $32.05M | 0.8% | +4.5% | 0.311% | |
| 5/13/2025 | Heck Capital Advisors LLC | 16,216 | $1.68M | 0.2% | -67.2% | 0.016% | |
| 5/13/2025 | E Fund Management Co. Ltd. | 3,583 | $372K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | Stone House Investment Management LLC | 88,245 | $9.16M | 1.9% | +622.5% | 0.089% | |
| 5/13/2025 | HighTower Advisors LLC | 123,834 | $12.85M | 0.0% | -30.1% | 0.125% | |
| 5/13/2025 | Core Wealth Partners LLC | 3,674 | $381K | 0.2% | +38.3% | 0.004% | |
| 5/13/2025 | Peak Financial Management Inc. | 10,709 | $1.11M | 0.3% | -5.2% | 0.011% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 150,115 | $15.57M | 0.0% | -11.7% | 0.151% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 76,336 | $7.94M | 0.6% | N/A | 0.077% | |
| 5/12/2025 | SouthState Corp | 550 | $57K | 0.0% | +229.3% | 0.001% | |
| 5/12/2025 | Benjamin Edwards Inc. | 344,612 | $35.75M | 0.5% | +13,414.2% | 0.347% | |
| 5/12/2025 | JPMorgan Chase & Co. | 2,385,873 | $247.57M | 0.0% | +37.2% | 2.400% | |
| 5/12/2025 | Townsquare Capital LLC | 43,819 | $4.55M | 0.0% | +4.3% | 0.044% | |
| 5/12/2025 | Savvy Advisors Inc. | 76,498 | $7.94M | 0.8% | +324.3% | 0.077% | |
| 5/12/2025 | National Bank of Canada FI | 1,247 | $129K | 0.0% | -83.5% | 0.001% | |
| 5/12/2025 | Cresta Advisors Ltd. | 42,454 | $4.41M | 2.3% | -19.8% | 0.043% | |
| 5/9/2025 | Headlands Technologies LLC | 434 | $45K | 0.0% | -91.0% | 0.000% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 1,991 | $207K | 0.0% | -10.1% | 0.002% | |
| 5/9/2025 | Strategy Asset Managers LLC | 4,224 | $438K | 0.1% | N/A | 0.004% | |
| 5/9/2025 | Tidemark LLC | 52,043 | $5.40M | 2.0% | +72,181.9% | 0.052% | |
| 5/9/2025 | WealthShield Partners LLC | 32,563 | $3.38M | 0.4% | +126.2% | 0.033% | |
| 5/9/2025 | Ranch Capital Advisors Inc. | 45,390 | $4.71M | 2.2% | +1.2% | 0.046% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 4,163 | $432K | 0.2% | +102.9% | 0.004% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 195,019 | $20.23M | 0.2% | +127.7% | 0.196% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 5,748 | $596K | 0.0% | -57.6% | 0.006% | |
| 5/9/2025 | Kickstand Ventures LLC. | 4,850 | $503K | 0.1% | -56.7% | 0.005% | |
| 5/9/2025 | Wells Financial Advisors INC | 835 | $87K | 0.1% | N/A | 0.001% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 41,523 | $4.30M | 1.2% | +304.6% | 0.042% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 322,557 | $33.47M | 0.0% | +25.4% | 0.325% | |
| 5/9/2025 | Blair William & Co. IL | 2,209 | $229K | 0.0% | +19.3% | 0.002% | |
| 5/9/2025 | Scotia Capital Inc. | 67,911 | $7.05M | 0.0% | +4.7% | 0.068% | |
| 5/9/2025 | Liberty Wealth Management LLC | 423,993 | $43.99M | 0.8% | +2,784.5% | 0.427% | |
| 5/9/2025 | Cumberland Partners Ltd | 3,825 | $397K | 0.0% | +20.7% | 0.004% | |
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| 5/9/2025 | PNC Financial Services Group Inc. | 2,164 | $225K | 0.0% | +8.6% | 0.002% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 20,666 | $2.14M | 1.2% | +2,066,500.0% | 0.021% | |
| 5/8/2025 | IFG Advisory LLC | 7,879 | $817K | 0.0% | +84.8% | 0.008% | |
| 5/8/2025 | SPC Financial Inc. | 50,712 | $5.26M | 0.5% | +4.6% | 0.051% | |
| 5/8/2025 | TIAA Trust National Association | 28,337 | $2.94M | 0.0% | +3.8% | 0.029% | |
| 5/8/2025 | US Bancorp DE | 601,616 | $62.42M | 0.4% | +23.2% | 0.605% | |
| 5/8/2025 | BCGM Wealth Management LLC | 51,103 | $5.30M | 1.6% | +1,078.8% | 0.051% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 8,544 | $850K | 0.1% | -94.4% | 0.009% | |
| 5/8/2025 | MGO One Seven LLC | 38,837 | $4.03M | 0.2% | +295.3% | 0.039% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 16,903 | $1.75M | 0.7% | N/A | 0.017% | |
