| 6/13/2025 | Optima Capital LLC | 4,014 | $878K | 0.6% | -3.3% | 0.012% | |
| 6/3/2025 | Invst LLC | 27,116 | $5.93M | 0.8% | N/A | 0.078% | |
| 6/2/2025 | Modern Wealth Management LLC | 1,029 | $225K | 0.0% | -7.8% | 0.003% | |
| 5/29/2025 | Nova Wealth Management Inc. | 2,603 | $570K | 0.5% | +18.0% | 0.008% | |
| 5/27/2025 | Jacobi Capital Management LLC | 1,511 | $331K | 0.0% | -5.8% | 0.004% | |
| 5/27/2025 | Advisors Capital Management LLC | 7,029 | $1.54M | 0.0% | -10.9% | 0.020% | |
| 5/21/2025 | Beacon Capital Management Inc. | 192,725 | $43.10M | 2.1% | -73.0% | 0.561% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 7,641 | $1.67M | 0.1% | +0.8% | 0.022% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 1,042 | $228K | 0.0% | N/A | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,635 | $1.89M | 0.1% | N/A | 0.025% | |
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| 5/20/2025 | Focus Partners Wealth | 7,644 | $1.67M | 0.0% | -6.7% | 0.022% | |
| 5/20/2025 | Flaharty Asset Management LLC | 128 | $28K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 37,218 | $8.14M | 0.3% | +65.5% | 0.108% | |
| 5/20/2025 | Anchor Investment Management LLC | 10,426 | $2.28M | 0.2% | +4.0% | 0.030% | |
| 5/19/2025 | Jane Street Group LLC | 2,014 | $441K | 0.0% | N/A | 0.006% | |
| 5/19/2025 | Advisory Alpha LLC | 1,138 | $249K | 0.0% | +19.8% | 0.003% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 1,227 | $269K | 0.0% | -4.7% | 0.004% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 1,605 | $351K | 0.0% | +62.6% | 0.005% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 2,722 | $596K | 0.2% | +4.9% | 0.008% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,203 | $483K | 0.0% | -82.5% | 0.006% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 2,983 | $653K | 0.2% | +18.2% | 0.009% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,479 | $2.07M | 0.0% | +12.0% | 0.028% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,957 | $428K | 0.0% | +11.2% | 0.006% | |
| 5/16/2025 | Greenline Partners LLC | 26,193 | $5.73M | 0.8% | -9.7% | 0.076% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,622 | $793K | 0.0% | -10.1% | 0.011% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,283 | $500K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | Royal Bank of Canada | 109,503 | $23.96M | 0.0% | +25.7% | 0.319% | |
| 5/15/2025 | Betterment LLC | 2,435 | $533K | 0.0% | +126.5% | 0.007% | |
| 5/15/2025 | MAI Capital Management | 4,885 | $1.07M | 0.0% | -1.1% | 0.014% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 36,322 | $7.99M | 3.8% | +20.2% | 0.106% | |
| 5/15/2025 | Calton & Associates Inc. | 12,931 | $2.83M | 0.6% | +22.1% | 0.038% | |
| 5/15/2025 | Baird Financial Group Inc. | 1,976 | $432K | 0.0% | -63.0% | 0.006% | |
| 5/15/2025 | Tortoise Investment Management LLC | 431 | $94K | 0.0% | -10.4% | 0.001% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 6,398 | $1.40M | 0.1% | -1.6% | 0.019% | |
| 5/14/2025 | CreativeOne Wealth LLC | 4,923 | $1.08M | 0.0% | -1.0% | 0.014% | |
| 5/14/2025 | Ieq Capital LLC | 11,070 | $2.42M | 0.0% | +2.0% | 0.032% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 1,216 | $266K | 0.0% | -7.6% | 0.004% | |
| 5/14/2025 | Full Sail Capital LLC | 50,599 | $11.07M | 0.7% | -5.3% | 0.147% | |
| 5/14/2025 | Comerica Bank | 4,447 | $973K | 0.0% | -6.1% | 0.013% | |
| 5/14/2025 | Apexium Financial LP | 3,545 | $776K | 0.0% | +77.9% | 0.010% | |
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| 5/14/2025 | Synovus Financial Corp | 1,031 | $226K | 0.0% | -30.2% | 0.003% | |
| 5/14/2025 | Caitlin John LLC | 1,180 | $258K | 0.3% | -6.5% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 143,809 | $31.47M | 0.0% | +1.3% | 0.419% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 10,219 | $2.21M | 0.6% | +23.2% | 0.030% | |
| 5/14/2025 | Kestra Advisory Services LLC | 69,801 | $15.27M | 0.1% | -16.3% | 0.203% | |
| 5/14/2025 | Ameriprise Financial Inc. | 194,905 | $42.64M | 0.0% | +8.9% | 0.567% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 2,993 | $655K | 0.0% | -10.5% | 0.009% | |
| 5/14/2025 | CW Advisors LLC | 4,469 | $977K | 0.0% | -30.6% | 0.013% | |
| 5/14/2025 | Summit Financial LLC | 3,792 | $830K | 0.0% | +15.6% | 0.011% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 357,782 | $78.29M | 1.9% | -5.0% | 1.041% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 3,550 | $777K | 0.0% | -10.1% | 0.010% | |
| 5/14/2025 | Capital Analysts LLC | 237 | $52K | 0.0% | +32.4% | 0.001% | |
| 5/14/2025 | HC Advisors LLC | 21,369 | $4.68M | 3.5% | +1.4% | 0.062% | |
| 5/13/2025 | Compass Financial Group INC SD | 458,746 | $100.38M | 19.0% | +0.2% | 1.335% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 22,475 | $4.92M | 0.0% | -1.2% | 0.065% | |
| 5/13/2025 | Raymond James Financial Inc. | 162,067 | $35.46M | 0.0% | +3.1% | 0.472% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 57,264 | $12.53M | 5.2% | N/A | 0.167% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 19,915 | $4.36M | 0.1% | -21.8% | 0.058% | |
| 5/13/2025 | NFP Retirement Inc. | 26,413 | $5.78M | 0.5% | -0.3% | 0.077% | |
| 5/13/2025 | Dagco Inc. | 423 | $93K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Russell Investments Group Ltd. | 365 | $80K | 0.0% | +470.3% | 0.001% | |
| 5/13/2025 | Anfield Capital Management LLC | 28,052 | $6.14M | 2.3% | N/A | 0.082% | |
| 5/13/2025 | Rossmore Private Capital | 925 | $202K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | HighTower Advisors LLC | 21,821 | $4.78M | 0.0% | -57.6% | 0.064% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 3,326 | $728K | 0.3% | -27.3% | 0.010% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 19,545 | $4.21M | 1.9% | -1.7% | 0.057% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 21,165 | $4.63M | 2.9% | +1.4% | 0.062% | |
| 5/12/2025 | Mainsail Asset Management LLC | 1,591 | $348K | 0.2% | -5.9% | 0.005% | |
| 5/12/2025 | SouthState Corp | 4,589 | $1.00M | 0.0% | +8.9% | 0.013% | |
| 5/12/2025 | Strengthening Families & Communities LLC | 25,062 | $5.47M | 3.3% | +0.5% | 0.073% | |
| 5/12/2025 | American Alpha Advisors LLC | 2,007 | $439K | 0.4% | +3.1% | 0.006% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 11,606 | $2.54M | 0.3% | -11.9% | 0.034% | |
| 5/12/2025 | Townsquare Capital LLC | 7,816 | $1.71M | 0.0% | +498.5% | 0.023% | |
| 5/12/2025 | Founders Financial Alliance LLC | 259 | $57K | 0.0% | -27.7% | 0.001% | |
| 5/12/2025 | National Bank of Canada FI | 1,252 | $273K | 0.0% | +4.6% | 0.004% | |
| 5/12/2025 | WBH Advisory Inc. | 10,391 | $2.27M | 0.2% | -1.8% | 0.030% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 4,037 | $883K | 0.0% | -5.9% | 0.012% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 1,746 | $382K | 0.1% | +52.4% | 0.005% | |
| 5/9/2025 | Wealthspire Advisors LLC | 42,178 | $9.23M | 0.1% | -3.3% | 0.126% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 934 | $187K | 0.1% | +9.9% | 0.003% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 73,163 | $16.01M | 0.2% | -9.3% | 0.219% | |
| 5/9/2025 | Empower Advisory Group LLC | 222,372 | $48.66M | 0.2% | +11.8% | 0.666% | |
| 5/9/2025 | ROI Financial Advisors LLC | 5,273 | $1.15M | 0.8% | -4.4% | 0.016% | |
| 5/9/2025 | Tiller Private Wealth Inc. | 970 | $212K | 0.1% | N/A | 0.003% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 233,521 | $51.10M | 0.1% | +8.1% | 0.700% | |
| 5/9/2025 | Avalon Trust Co | 1,775 | $388K | 0.0% | +20.3% | 0.005% | |
| 5/9/2025 | Cheviot Value Management LLC | 117 | $26K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 36,839 | $8.06M | 0.0% | -0.9% | 0.110% | |
| 5/8/2025 | IFG Advisory LLC | 939 | $206K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | TIAA Trust National Association | 2,372 | $519K | 0.0% | -6.2% | 0.007% | |
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| 5/8/2025 | Certified Advisory Corp | 15,604 | $3.41M | 0.4% | -0.4% | 0.047% | |
| 5/8/2025 | US Bancorp DE | 16,756 | $3.67M | 0.0% | +2.1% | 0.050% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 2,473 | $529K | 0.1% | +14.6% | 0.007% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 997 | $218K | 0.1% | N/A | 0.003% | |
| 5/8/2025 | Natixis Advisors LLC | 12,900 | $2.82M | 0.0% | +20.2% | 0.039% | |
| 5/8/2025 | Arkadios Wealth Advisors | 26,164 | $5.73M | 0.2% | +132.7% | 0.078% | |
| 5/8/2025 | Portland Financial Advisors Inc | 1,060 | $232K | 0.6% | -4.5% | 0.003% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 13,938 | $3.05M | 0.1% | +84.0% | 0.042% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 13,484 | $2.95M | 0.2% | +25.4% | 0.040% | |
| 5/7/2025 | Morningstar Investment Management LLC | 316,264 | $69.21M | 5.9% | -15.3% | 0.948% | |
