| 6/2/2025 | Modern Wealth Management LLC | 85,584 | $4.93M | 0.2% | -2.4% | 0.166% | |
| 5/20/2025 | Focus Partners Wealth | 28,195 | $1.62M | 0.0% | +7.2% | 0.055% | |
| 5/20/2025 | Glenview Trust co | 217,828 | $12.55M | 0.2% | +1.5% | 0.426% | |
| 5/19/2025 | SageView Advisory Group LLC | 5,604 | $323K | 0.0% | -29.2% | 0.011% | |
| 5/19/2025 | Advisory Alpha LLC | 4,231 | $244K | 0.0% | -12.5% | 0.008% | |
| 5/16/2025 | Kestra Investment Management LLC | 225,619 | $13.00M | 0.4% | +751,963.3% | 0.442% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,016 | $59K | 0.0% | -24.0% | 0.002% | |
| 5/16/2025 | Jones Financial Companies Lllp | 21,026 | $1.14M | 0.0% | -43.2% | 0.041% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 18,739 | $1.08M | 0.0% | -19.7% | 0.037% | |
| 5/16/2025 | AQR Capital Management LLC | 3,819 | $220K | 0.0% | N/A | 0.007% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 14,640 | $843K | 0.0% | +110.3% | 0.029% | |
| 5/15/2025 | Royal Bank of Canada | 97,765 | $5.63M | 0.0% | +12.9% | 0.191% | |
| 5/15/2025 | Betterment LLC | 9,999 | $576K | 0.0% | +4.1% | 0.020% | |
| 5/15/2025 | MAI Capital Management | 14,226 | $819K | 0.0% | -8.6% | 0.028% | |
| 5/15/2025 | Baird Financial Group Inc. | 13,738 | $791K | 0.0% | N/A | 0.027% | |
| 5/15/2025 | OLD Mission Capital LLC | 7,424 | $428K | 0.0% | N/A | 0.015% | |
| 5/14/2025 | Comerica Bank | 10,204 | $588K | 0.0% | -28.6% | 0.020% | |
| 5/14/2025 | Freedom Investment Management Inc. | 20,935 | $1.21M | 0.1% | -17.5% | 0.041% | |
| 5/14/2025 | Napa Wealth Management | 9,767 | $563K | 0.3% | N/A | 0.019% | |
| 5/14/2025 | B&D White Capital Company LLC | 8,315 | $479K | 0.1% | -58.7% | 0.016% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,533,330 | $88.32M | 0.1% | +16.2% | 3.001% | |
| 5/14/2025 | Compound Planning Inc. | 145,072 | $8.36M | 0.4% | +8.4% | 0.284% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 308,185 | $17.75M | 0.4% | -3.7% | 0.603% | |
| 5/14/2025 | Heritage Financial Services LLC | 727,932 | $41.93M | 4.1% | -4.8% | 1.425% | |
| 5/14/2025 | Disciplina Capital Management LLC | 99,019 | $5.70M | 0.8% | N/A | 0.194% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 16,191 | $933K | 0.0% | -22.5% | 0.032% | |
| 5/13/2025 | Blue Edge Capital LLC | 36,833 | $2.12M | 0.3% | -5.3% | 0.072% | |
| 5/13/2025 | Raymond James Financial Inc. | 67,535 | $3.89M | 0.0% | -60.9% | 0.132% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 13,045 | $751K | 0.0% | -5.7% | 0.026% | |
| 5/13/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 5,700 | $328K | 0.2% | -61.0% | 0.011% | |
| 5/13/2025 | HighTower Advisors LLC | 410,696 | $23.66M | 0.0% | +0.9% | 0.804% | |
| 5/13/2025 | Peak Financial Management Inc. | 93,278 | $5.37M | 1.6% | +1.8% | 0.183% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 33,002 | $1.90M | 0.2% | -3.9% | 0.065% | |
| 5/12/2025 | Blueprint Financial Advisors LLC | 125,099 | $7.21M | 3.9% | N/A | 0.245% | |
| 5/12/2025 | Blueprint Investment Partners LLC | 316,758 | $18.25M | 3.3% | +5.5% | 0.620% | |
| 5/12/2025 | Townsquare Capital LLC | 8,858 | $510K | 0.0% | +3.6% | 0.017% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 10,202 | $588K | 0.2% | -6.8% | 0.020% | |
| 5/9/2025 | Tidemark LLC | 1,567 | $90K | 0.0% | +218.5% | 0.003% | |
| 5/9/2025 | Fi3 FINANCIAL ADVISORS LLC | 10,901 | $628K | 0.3% | -28.6% | 0.022% | |
| 5/9/2025 | AXS Investments LLC | 158,291 | $9.12M | 2.5% | N/A | 0.313% | |
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| 5/9/2025 | Exencial Wealth Advisors LLC | 23,691 | $1.37M | 0.1% | +1.6% | 0.047% | |
| 5/9/2025 | Cascade Wealth Advisors Inc | 22,256 | $1.21M | 0.8% | -48.2% | 0.044% | |
| 5/9/2025 | Wealthspire Advisors LLC | 10,580 | $609K | 0.0% | +100.0% | 0.021% | |
| 5/9/2025 | Topel & Distasi Wealth Management LLC | 81,940 | $4.72M | 2.2% | +0.7% | 0.162% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,989 | $575K | 0.0% | -4.0% | 0.020% | |
| 5/9/2025 | IPG Investment Advisors LLC | 10,361 | $597K | 0.1% | +9.2% | 0.020% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 59,137 | $3.41M | 0.7% | N/A | 0.117% | |
| 5/8/2025 | Commerce Bank | 10,929 | $630K | 0.0% | N/A | 0.022% | |
| 5/8/2025 | US Bancorp DE | 2,916,203 | $167.97M | 1.1% | +5.1% | 5.769% | |
| 5/8/2025 | Coastal Bridge Advisors LLC | 11,254 | $648K | 0.2% | +5.7% | 0.022% | |
| 5/8/2025 | Roble Belko & Company Inc | 27,238 | $1.57M | 0.3% | -3.6% | 0.054% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,042 | $60K | 0.1% | N/A | 0.002% | |
| 5/7/2025 | AWM Capital LLC | 31,468 | $1.81M | 0.2% | -1.3% | 0.062% | |
| 5/7/2025 | Sheaff Brock Investment Advisors LLC | 4,600 | $265K | 0.0% | -9.8% | 0.009% | |
| 5/7/2025 | Ridgewood Investments LLC | 4,064 | $234K | 0.1% | +63.6% | 0.008% | |
| 5/7/2025 | LPL Financial LLC | 545,736 | $31.43M | 0.0% | -30.2% | 1.080% | |
| 5/7/2025 | HB Wealth Management LLC | 9,135 | $526K | 0.0% | +5.2% | 0.018% | |
| 5/7/2025 | Keystone Financial Group Inc. | 33,334 | $1.88M | 1.3% | +11.7% | 0.066% | |
| 5/7/2025 | Prospect Financial Group LLC | 23,149 | $1.33M | 1.7% | +15.7% | 0.046% | |
| 5/6/2025 | Cetera Investment Advisers | 135,091 | $7.78M | 0.0% | -19.8% | 0.267% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,281 | $765K | 0.0% | -86.1% | 0.026% | |
| 5/6/2025 | Financial & Tax Architects LLC | 308,737 | $17.78M | 4.5% | +1.3% | 0.611% | |
| 5/6/2025 | AE Wealth Management LLC | 27,368 | $1.58M | 0.0% | +2.4% | 0.054% | |
| 5/6/2025 | Goodwin Investment Advisory | 4,742 | $273K | 0.4% | -81.7% | 0.009% | |
| 5/6/2025 | Trust Co of Tennessee | 992,320 | $57.16M | 14.3% | -14.7% | 1.963% | |
| 5/6/2025 | Johns Hopkins University | 868,007 | $50.00M | 1.9% | N/A | 1.717% | |
| 5/6/2025 | Choreo LLC | 552,523 | $31.83M | 0.5% | -3.9% | 1.093% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 182,345 | $10.50M | 1.8% | +1.2% | 0.361% | |
| 5/5/2025 | IFP Advisors Inc | 3,539 | $204K | 0.0% | +593.9% | 0.007% | |
| 5/5/2025 | Nwam LLC | 9,729 | $560K | 0.0% | -29.1% | 0.019% | |
| 5/5/2025 | Hollencrest Capital Management | 23,400 | $1.35M | 0.1% | N/A | 0.046% | |
| 5/2/2025 | Independent Wealth Network Inc. | 43,408 | $2.50M | 1.0% | +2.3% | 0.086% | |
| 5/2/2025 | Members Trust Co | 3,512 | $202K | 0.0% | N/A | 0.007% | |
| 5/2/2025 | Windsor Capital Management LLC | 58,386 | $3.36M | 1.0% | +1.2% | 0.116% | |
| 5/2/2025 | Landmark Wealth Management LLC | 6,825 | $393K | 0.2% | +3.1% | 0.014% | |
| 5/2/2025 | Sumitomo Life Insurance Co. | 74,300 | $4.28M | 0.2% | -29.4% | 0.147% | |
| 5/2/2025 | Apollon Financial LLC | 21,116 | $1.22M | 0.3% | N/A | 0.042% | |
| 5/2/2025 | Apollon Wealth Management LLC | 578,548 | $33.32M | 0.7% | +376.5% | 1.145% | |
| 5/1/2025 | CWM LLC | 1,677 | $97K | 0.0% | +160.8% | 0.003% | |
| 5/1/2025 | Stephens Inc. AR | 318,091 | $18.32M | 0.3% | -1.6% | 0.629% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 17,877 | $1.04M | 1.1% | -3.7% | 0.035% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 5,317 | $306K | 0.1% | -95.1% | 0.011% | |
| 5/1/2025 | Freedom Day Solutions LLC | 153,939 | $8.87M | 2.7% | +4.8% | 0.305% | |
| 4/30/2025 | Cerity Partners LLC | 333,017 | $19.18M | 0.0% | -5.2% | 0.659% | |
| 4/30/2025 | Phillips Financial Management LLC | 172,791 | $9.95M | 0.8% | -5.1% | 0.342% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 44,260 | $2.55M | 1.3% | -3.1% | 0.088% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 20,545 | $1.18M | 0.2% | +38.2% | 0.041% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 15,583 | $898K | 0.0% | +1.6% | 0.031% | |
| 4/30/2025 | Brown Financial Advisory | 7,720 | $445K | 0.3% | -12.8% | 0.015% | |
| 4/30/2025 | Sharper & Granite LLC | 27,446 | $1.58M | 0.7% | +2.3% | 0.054% | |
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| 4/30/2025 | Synergy Investment Management LLC | 493 | $28K | 0.0% | -32.4% | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 52,064 | $3.00M | 0.1% | +5.2% | 0.103% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 397,539 | $22.90M | 0.0% | -5.3% | 0.786% | |
| 4/29/2025 | Fund Evaluation Group LLC | 81,332 | $4.69M | 0.2% | -7.9% | 0.161% | |
| 4/29/2025 | Summit Financial Consulting LLC | 4,863 | $280K | 0.3% | N/A | 0.010% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,328 | $134K | 0.0% | N/A | 0.005% | |
| 4/29/2025 | Pacific Life Fund Advisors LLC | 329,119 | $18.96M | 2.1% | N/A | 0.651% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 6,193 | $357K | 0.1% | -7.0% | 0.012% | |
| 4/29/2025 | Values Added Financial LLC | 4,771 | $275K | 0.2% | -16.7% | 0.009% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 31,335 | $1.81M | 1.0% | -4.8% | 0.062% | |
