| 6/2/2025 | Modern Wealth Management LLC | 1,377 | $341K | 0.0% | +21.0% | 0.006% | |
| 5/29/2025 | Nova Wealth Management Inc. | 364 | $90K | 0.1% | N/A | 0.002% | |
| 5/27/2025 | Advisors Capital Management LLC | 8,926 | $2.21M | 0.0% | +1.8% | 0.037% | |
| 5/21/2025 | Beacon Capital Management Inc. | 155,022 | $42.18M | 2.1% | -75.3% | 0.640% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 495 | $123K | 0.0% | +176.5% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 1,385 | $343K | 0.0% | +14.3% | 0.006% | |
| 5/19/2025 | Jane Street Group LLC | 10,393 | $2.57M | 0.0% | +244.0% | 0.043% | |
| 5/19/2025 | SCS Capital Management LLC | 2,325 | $576K | 0.0% | N/A | 0.010% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 3,392 | $840K | 0.8% | N/A | 0.014% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 1,800 | $446K | 0.0% | -31.7% | 0.007% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 38,808 | $9.61M | 0.0% | +141.6% | 0.160% | |
| 5/16/2025 | Jones Financial Companies Lllp | 61,776 | $15.29M | 0.0% | +1,426.8% | 0.255% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 1,600 | $396K | 0.1% | -8.6% | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,392 | $345K | 0.0% | +7.7% | 0.006% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,944 | $2.71M | 0.0% | +95.5% | 0.045% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 30,683 | $7.60M | 0.0% | +74.2% | 0.127% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,636 | $405K | 0.0% | +15.0% | 0.007% | |
| 5/15/2025 | Royal Bank of Canada | 152,814 | $37.83M | 0.0% | -0.8% | 0.631% | |
| 5/15/2025 | MAI Capital Management | 2,285 | $566K | 0.0% | +7.0% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 9,534 | $2.36M | 0.0% | -10.4% | 0.039% | |
| 5/15/2025 | Tortoise Investment Management LLC | 644 | $159K | 0.0% | +7.3% | 0.003% | |
| 5/15/2025 | Hanover Advisors Inc. | 2,997 | $742K | 0.3% | -3.0% | 0.012% | |
| 5/14/2025 | Ieq Capital LLC | 2,319 | $574K | 0.0% | +17.9% | 0.010% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 1,097 | $272K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Full Sail Capital LLC | 17,477 | $4.33M | 0.3% | -2.3% | 0.072% | |
| 5/14/2025 | Apexium Financial LP | 3,493 | $865K | 0.1% | -1.4% | 0.014% | |
| 5/14/2025 | Comerica Bank | 9,578 | $2.37M | 0.0% | -1.8% | 0.040% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 44,990 | $11.14M | 0.0% | +49.5% | 0.186% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 39,660 | $10.63M | 2.7% | -4.3% | 0.164% | |
| 5/14/2025 | Kestra Advisory Services LLC | 4,658 | $1.15M | 0.0% | -66.0% | 0.019% | |
| 5/14/2025 | RPG Investment Advisory LLC | 810 | $201K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 2,020 | $500K | 0.0% | -23.6% | 0.008% | |
| 5/14/2025 | CW Advisors LLC | 10,394 | $2.61M | 0.0% | N/A | 0.043% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 893,994 | $221.31M | 5.3% | +1.8% | 3.690% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 5,600 | $1.39M | 0.1% | -2.5% | 0.023% | |
| 5/13/2025 | Compass Financial Group INC SD | 134,487 | $33.29M | 6.3% | +0.5% | 0.555% | |
| 5/13/2025 | Raymond James Financial Inc. | 256,667 | $63.54M | 0.0% | -0.9% | 1.059% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 5,041 | $1.25M | 0.0% | N/A | 0.021% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 1,540 | $381K | 0.0% | N/A | 0.006% | |
| 5/13/2025 | Harfst & Associates Inc. | 64,837 | $16.05M | 3.7% | +3.8% | 0.268% | |
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| 5/13/2025 | HighTower Advisors LLC | 119,114 | $29.49M | 0.0% | +8.4% | 0.492% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 2,734 | $677K | 0.3% | N/A | 0.011% | |
| 5/12/2025 | AGF Management Ltd. | 38,700 | $9.58M | 0.1% | -5.2% | 0.160% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 20,412 | $5.05M | 3.2% | +0.9% | 0.084% | |
| 5/12/2025 | SouthState Corp | 4,894 | $1.21M | 0.1% | +19.1% | 0.020% | |
| 5/12/2025 | Strengthening Families & Communities LLC | 31,206 | $7.71M | 4.7% | +1.9% | 0.129% | |
| 5/12/2025 | Invesco Ltd. | 847 | $210K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Athena Investment Management | 980 | $243K | 0.1% | -4.9% | 0.004% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 3,205 | $793K | 0.1% | -44.0% | 0.013% | |
| 5/12/2025 | Founders Financial Alliance LLC | 206 | $51K | 0.0% | +94.3% | 0.001% | |
| 5/12/2025 | National Bank of Canada FI | 2,012 | $504K | 0.0% | +412.0% | 0.008% | |
| 5/12/2025 | AlphaCore Capital LLC | 264 | $65K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | WBH Advisory Inc. | 12,425 | $3.08M | 0.3% | -4.4% | 0.051% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 2,020 | $500K | 0.1% | -93.8% | 0.008% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 4,842 | $1.20M | 0.0% | -14.6% | 0.020% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 349 | $86K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 40,113 | $9.93M | 0.1% | -11.7% | 0.166% | |
| 5/9/2025 | Empower Advisory Group LLC | 81,214 | $20.11M | 0.1% | +7.8% | 0.335% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 2,244 | $555K | 0.4% | +55.5% | 0.009% | |
| 5/9/2025 | Bravias Capital Group LLC | 1,339 | $332K | 0.3% | -23.2% | 0.006% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 74,542 | $18.45M | 0.0% | +2.4% | 0.308% | |
| 5/9/2025 | Blair William & Co. IL | 18,229 | $4.51M | 0.0% | -18.7% | 0.075% | |
| 5/9/2025 | Manchester Capital Management LLC | 445 | $110K | 0.0% | +34.4% | 0.002% | |
| 5/9/2025 | Delta Financial Group Inc. | 5,003 | $1.28M | 0.3% | +27.8% | 0.021% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 51,207 | $12.68M | 0.0% | -0.1% | 0.211% | |
| 5/8/2025 | TIAA Trust National Association | 1,893 | $469K | 0.0% | -7.5% | 0.008% | |
| 5/8/2025 | Commerce Bank | 1,223 | $303K | 0.0% | +24.0% | 0.005% | |
| 5/8/2025 | ProVise Management Group LLC | 1,446 | $358K | 0.0% | -3.5% | 0.006% | |
| 5/8/2025 | US Bancorp DE | 1,238 | $306K | 0.0% | -7.7% | 0.005% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 1,676 | $415K | 0.2% | N/A | 0.007% | |
| 5/8/2025 | Arkadios Wealth Advisors | 1,462 | $362K | 0.0% | N/A | 0.006% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 3,042 | $753K | 0.1% | +23.0% | 0.013% | |
| 5/7/2025 | Hurley Capital LLC | 838 | $207K | 0.2% | N/A | 0.003% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 13,364 | $3.31M | 0.1% | +2.8% | 0.055% | |
| 5/7/2025 | LPL Financial LLC | 206,456 | $51.11M | 0.0% | +6.8% | 0.852% | |
| 5/7/2025 | Bearing Point Capital LLC | 8,830 | $2.19M | 0.5% | N/A | 0.036% | |
| 5/7/2025 | HB Wealth Management LLC | 2,732 | $676K | 0.0% | -2.0% | 0.011% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 9,873 | $2.44M | 0.2% | -2.9% | 0.041% | |
| 5/7/2025 | Fischer Financial Services Inc. | 7,249 | $1.79M | 0.6% | -0.8% | 0.030% | |
| 5/6/2025 | Assetmark Inc. | 2,583 | $639K | 0.0% | +45.1% | 0.011% | |
| 5/6/2025 | Cetera Investment Advisers | 134,969 | $33.41M | 0.1% | +5.7% | 0.557% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 12,265 | $3.04M | 0.0% | -2.2% | 0.051% | |
| 5/6/2025 | Brookwood Investment Group LLC | 2,050 | $507K | 0.1% | N/A | 0.008% | |
| 5/6/2025 | Birchcreek Wealth Management LLC | 5,127 | $1.27M | 0.8% | +4.7% | 0.021% | |
| 5/6/2025 | AE Wealth Management LLC | 797 | $197K | 0.0% | +36.7% | 0.003% | |
| 5/6/2025 | Wedbush Securities Inc. | 1,242 | $307K | 0.0% | +13.7% | 0.005% | |
| 5/6/2025 | Madden Advisory Services Inc. | 6,777 | $1.68M | 0.8% | -1.4% | 0.028% | |
| 5/6/2025 | Choreo LLC | 2,146 | $531K | 0.0% | +51.0% | 0.009% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 2,607 | $645K | 0.0% | N/A | 0.011% | |
| 5/5/2025 | Gallacher Capital Management LLC | 1,313 | $325K | 0.2% | +24.0% | 0.005% | |
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| 5/5/2025 | Blue Bell Private Wealth Management LLC | 592 | $147K | 0.0% | N/A | 0.002% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 26,214 | $6.49M | 0.2% | -38.6% | 0.108% | |
| 5/5/2025 | IFP Advisors Inc | 1,223 | $303K | 0.0% | -3.2% | 0.005% | |
| 5/5/2025 | Berkeley Capital Partners LLC | 36,069 | $8.93M | 2.5% | -0.2% | 0.149% | |
| 5/5/2025 | Calton & Associates Inc. | 805 | $215K | 0.0% | -82.6% | 0.003% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 1,404 | $348K | 0.0% | -15.7% | 0.006% | |
| 5/5/2025 | Fountainhead AM LLC | 1,402 | $347K | 0.1% | +24.5% | 0.006% | |
| 5/5/2025 | Private Advisor Group LLC | 21,549 | $5.33M | 0.0% | -3.9% | 0.089% | |
| 5/5/2025 | Alexander Labrunerie & CO. Inc. | 2,635 | $652K | 0.3% | -7.4% | 0.011% | |
| 5/2/2025 | Asset Advisors Investment Management LLC | 2,255 | $558K | 0.1% | -4.0% | 0.009% | |
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