| 6/13/2025 | Optima Capital LLC | 7,634 | $990K | 0.6% | -1.4% | 0.008% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 828 | $107K | 0.0% | -13.6% | 0.001% | |
| 6/2/2025 | Modern Wealth Management LLC | 2,037 | $264K | 0.0% | -6.6% | 0.002% | |
| 5/29/2025 | Nova Wealth Management Inc. | 680 | $88K | 0.1% | -57.9% | 0.001% | |
| 5/27/2025 | Advisors Capital Management LLC | 6,077 | $788K | 0.0% | +2.9% | 0.007% | |
| 5/23/2025 | SWAN Capital LLC | 90,422 | $11.73M | 5.4% | -15.8% | 0.101% | |
| 5/22/2025 | BOS Asset Management LLC | 3,186 | $413K | 0.1% | -5.3% | 0.004% | |
| 5/21/2025 | Beacon Capital Management Inc. | 43,568 | $5.65M | 0.3% | -95.0% | 0.048% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 27,713 | $3.60M | 0.1% | +2.6% | 0.031% | |
| 5/20/2025 | Focus Partners Wealth | 10,295 | $1.34M | 0.0% | -8.1% | 0.011% | |
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| 5/20/2025 | Integrity Alliance LLC. | 1,814 | $235K | 0.0% | N/A | 0.002% | |
| 5/20/2025 | Anchor Investment Management LLC | 31,247 | $4.05M | 0.4% | +2.1% | 0.035% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 4,112 | $495K | 0.2% | +117.7% | 0.005% | |
| 5/19/2025 | SCS Capital Management LLC | 335,025 | $43.46M | 0.6% | -1.8% | 0.372% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 1,943 | $252K | 0.2% | N/A | 0.002% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 2,918 | $378K | 0.0% | +13.2% | 0.003% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 2,602 | $338K | 0.2% | +5.1% | 0.003% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 6,977 | $905K | 0.0% | +1.3% | 0.008% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 22,159 | $2.87M | 0.1% | -2.0% | 0.025% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 44,260 | $5.74M | 0.0% | -6.8% | 0.049% | |
| 5/16/2025 | Jones Financial Companies Lllp | 629 | $82K | 0.0% | -92.1% | 0.001% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 5,787 | $751K | 0.2% | +4.3% | 0.006% | |
| 5/16/2025 | NewEdge Advisors LLC | 21,701 | $2.82M | 0.0% | -6.0% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,862 | $371K | 0.0% | -6.2% | 0.003% | |
| 5/16/2025 | Greenline Partners LLC | 100,203 | $13.00M | 1.9% | +1.2% | 0.111% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 7,330 | $951K | 0.0% | N/A | 0.008% | |
| 5/16/2025 | AQR Capital Management LLC | 2,165 | $281K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 9,033 | $1.17M | 0.0% | +1,484.7% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 11,896 | $1.54M | 0.0% | -6.5% | 0.013% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 14,121 | $1.83M | 0.5% | -3.6% | 0.016% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,677 | $347K | 0.0% | -23.3% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 409,109 | $53.07M | 0.0% | +1.2% | 0.455% | |
| 5/15/2025 | Betterment LLC | 4,896 | $635K | 0.0% | N/A | 0.005% | |
| 5/15/2025 | MAI Capital Management | 3,291 | $427K | 0.0% | -6.3% | 0.004% | |
| 5/15/2025 | Calton & Associates Inc. | 8,227 | $1.07M | 0.2% | -1.1% | 0.009% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 12,340 | $1.60M | 0.3% | -6.8% | 0.014% | |
| 5/15/2025 | Baird Financial Group Inc. | 6,211 | $806K | 0.0% | -4.0% | 0.007% | |
| 5/15/2025 | Evergreen Capital Management LLC | 139,602 | $18.11M | 0.6% | +2.5% | 0.155% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 789,693 | $102.43M | 0.1% | -8.5% | 0.878% | |
| 5/15/2025 | Hanover Advisors Inc. | 2,477 | $321K | 0.1% | +13.3% | 0.003% | |
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| 5/14/2025 | Zuckerman Investment Group LLC | 116,561 | $15.12M | 1.6% | -4.9% | 0.130% | |
| 5/14/2025 | PKS Advisory Services LLC | 1,744 | $226K | 0.1% | N/A | 0.002% | |
| 5/14/2025 | Full Sail Capital LLC | 27,970 | $3.63M | 0.2% | -0.5% | 0.031% | |
| 5/14/2025 | Comerica Bank | 20,869 | $2.71M | 0.0% | -1.8% | 0.023% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 276 | $35K | 0.0% | +165.4% | 0.000% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 302,213 | $39.20M | 0.0% | +0.8% | 0.336% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 17,612 | $2.11M | 0.5% | +43.9% | 0.020% | |
| 5/14/2025 | Kestra Advisory Services LLC | 35,761 | $4.64M | 0.0% | -12.9% | 0.040% | |
| 5/14/2025 | Compound Planning Inc. | 1,588 | $206K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | CW Advisors LLC | 72,061 | $9.36M | 0.1% | +764.2% | 0.080% | |
| 5/14/2025 | Capital Wealth Alliance LLC | 13,453 | $1.75M | 1.0% | +5.6% | 0.015% | |
| 5/14/2025 | Summit Financial LLC | 4,075 | $529K | 0.0% | +4.2% | 0.005% | |
| 5/14/2025 | Estate Counselors LLC | 113,345 | $14.70M | 1.5% | +0.4% | 0.126% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 386,629 | $50.15M | 1.2% | +4.5% | 0.430% | |
| 5/14/2025 | HC Advisors LLC | 23,786 | $3.09M | 2.3% | +1.3% | 0.026% | |
| 5/14/2025 | RWA Wealth Partners LLC | 4,469 | $580K | 0.0% | +28.6% | 0.005% | |
| 5/13/2025 | Allen Wealth Management LLC | 92,985 | $12.06M | 8.3% | +3.6% | 0.100% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 2,892 | $375K | 0.0% | +52.9% | 0.003% | |
| 5/13/2025 | Compass Financial Group INC SD | 4,164 | $540K | 0.1% | +4.2% | 0.004% | |
| 5/13/2025 | Tyler Stone Wealth Management | 8,347 | $1.08M | 0.2% | +15.1% | 0.009% | |
| 5/13/2025 | Raymond James Financial Inc. | 249,976 | $32.42M | 0.0% | -5.0% | 0.269% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 32,977 | $4.28M | 0.7% | +2.4% | 0.036% | |
| 5/13/2025 | Boston Family Office LLC | 2,957 | $384K | 0.0% | +3.4% | 0.003% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 11,780 | $1.53M | 0.0% | -71.4% | 0.013% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 7,007 | $909K | 0.1% | +1.5% | 0.008% | |
| 5/13/2025 | Howard Wealth Management LLC | 1,892 | $245K | 0.1% | -11.4% | 0.002% | |
| 5/13/2025 | Stephen J. Garry & Associates LLC | 3,594 | $466K | 0.4% | -67.4% | 0.004% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 2,366 | $307K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | Ted Buchan & Co | 2,567 | $333K | 0.2% | -16.0% | 0.003% | |
| 5/13/2025 | NFP Retirement Inc. | 4,607 | $598K | 0.0% | +2.0% | 0.005% | |
| 5/13/2025 | Russell Investments Group Ltd. | 580 | $75K | 0.0% | +19.6% | 0.001% | |
| 5/13/2025 | HighTower Advisors LLC | 219,815 | $28.51M | 0.0% | +7.1% | 0.237% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 20,028 | $2.60M | 1.6% | +4.4% | 0.022% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 2,645 | $343K | 0.0% | +11.5% | 0.003% | |
| 5/12/2025 | Aveo Capital Partners LLC | 7,236 | $939K | 0.2% | -7.3% | 0.008% | |
| 5/12/2025 | Strengthening Families & Communities LLC | 40,482 | $5.25M | 3.2% | +6.8% | 0.044% | |
| 5/12/2025 | Avos Capital Management LLC | 13,958 | $1.81M | 1.2% | -31.6% | 0.015% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 22,271 | $2.89M | 0.4% | +17.1% | 0.024% | |
| 5/12/2025 | Fiduciary Family Office LLC | 6,944 | $901K | 0.3% | N/A | 0.007% | |
| 5/12/2025 | Covestor Ltd | 1,440 | $187K | 0.1% | -10.9% | 0.002% | |
| 5/12/2025 | Townsquare Capital LLC | 2,038 | $264K | 0.0% | -6.4% | 0.002% | |
| 5/12/2025 | Bristlecone Advisors LLC | 500 | $65K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | National Bank of Canada FI | 2,125 | $275K | 0.0% | -11.5% | 0.002% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,008 | $131K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | WBH Advisory Inc. | 15,992 | $2.07M | 0.2% | -1.6% | 0.017% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 1,650 | $214K | 0.2% | N/A | 0.002% | |
| 5/9/2025 | Headlands Technologies LLC | 282 | $37K | 0.0% | +984.6% | 0.000% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 1,854 | $240K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Elgethun Capital Management | 50,165 | $6.51M | 1.5% | +3.9% | 0.054% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 2,885 | $374K | 0.0% | -14.0% | 0.003% | |
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| 5/9/2025 | Evolution Wealth Advisors LLC | 55,430 | $7.19M | 1.2% | -1.9% | 0.060% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 11,788 | $1.53M | 0.0% | -2.3% | 0.013% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 1,534 | $213K | 0.1% | -6.2% | 0.002% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 54,776 | $7.11M | 0.1% | -18.4% | 0.059% | |
| 5/9/2025 | Empower Advisory Group LLC | 226,060 | $29.32M | 0.1% | +14.3% | 0.243% | |
| 5/9/2025 | Costello Asset Management INC | 590 | $77K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 2,865 | $372K | 0.0% | -28.1% | 0.003% | |
| 5/9/2025 | Plan Group Financial LLC | 3,049 | $395K | 0.1% | +48.8% | 0.003% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 1,609 | $209K | 0.1% | -30.2% | 0.002% | |
| 5/9/2025 | Silver Coast Investments LLC | 24,085 | $3.12M | 1.2% | -7.7% | 0.026% | |
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