| 6/13/2025 | Optima Capital LLC | 3,807 | $985K | 0.6% | +52.3% | 0.000% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 339,937 | $87.91M | 4.3% | +2.2% | 0.034% | |
| 6/2/2025 | Modern Wealth Management LLC | 18,888 | $4.69M | 0.1% | +17.7% | 0.002% | |
| 5/29/2025 | Nova Wealth Management Inc. | 1,041 | $269K | 0.2% | N/A | 0.000% | |
| 5/28/2025 | Jones Financial Companies Lllp | 18,352,893 | $4.72B | 4.2% | +5.2% | 1.850% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 17,484 | $4.52M | 3.3% | +29.4% | 0.002% | |
| 5/28/2025 | GK Wealth Management LLC | 1,237 | $320K | 0.4% | +14.3% | 0.000% | |
| 5/27/2025 | Jacobi Capital Management LLC | 3,214 | $831K | 0.1% | +68.4% | 0.000% | |
| 5/27/2025 | Advisors Capital Management LLC | 14,398 | $3.72M | 0.1% | -30.3% | 0.001% | |
| 5/23/2025 | Strategic Financial Services Inc. | 1,290 | $334K | 0.0% | -16.2% | 0.000% | |
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| 5/21/2025 | McAdam LLC | 19,923 | $5.15M | 0.3% | -61.0% | 0.002% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 17,988 | $4.65M | 0.2% | +51.3% | 0.002% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 38,358 | $9.92M | 2.0% | +2,961.3% | 0.004% | |
| 5/20/2025 | Belpointe Asset Management LLC | 42,650 | $11.03M | 0.6% | +658.6% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 140,695 | $36.39M | 0.1% | +69.0% | 0.014% | |
| 5/20/2025 | Flaharty Asset Management LLC | 723 | $187K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 13,494 | $3.49M | 0.1% | N/A | 0.001% | |
| 5/20/2025 | Anchor Investment Management LLC | 7,607 | $1.97M | 0.2% | -0.5% | 0.001% | |
| 5/20/2025 | Glenview Trust co | 88,229 | $22.82M | 0.4% | +0.9% | 0.009% | |
| 5/19/2025 | SageView Advisory Group LLC | 6,239 | $1.61M | 0.1% | +4.4% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 2,935 | $759K | 0.0% | +6.6% | 0.000% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 24,794 | $6.18M | 2.2% | +9.9% | 0.002% | |
| 5/19/2025 | SCS Capital Management LLC | 20,100 | $5.20M | 0.1% | N/A | 0.002% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 16,081 | $4.16M | 3.1% | +1.1% | 0.002% | |
| 5/16/2025 | McIlrath & Eck LLC | 82,876 | $21.43M | 2.6% | +4.5% | 0.008% | |
| 5/16/2025 | Empowered Funds LLC | 4,396 | $1.14M | 0.0% | +7.1% | 0.000% | |
| 5/16/2025 | AAF Wealth Management LLC | 10,058 | $2.60M | 1.4% | -13.7% | 0.001% | |
| 5/16/2025 | Ascent Group LLC | 14,903 | $3.85M | 0.2% | +703.8% | 0.002% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 16,919 | $4.38M | 0.3% | +6.5% | 0.002% | |
| 5/16/2025 | Great Lakes Advisors LLC | 8,080 | $2.09M | 0.0% | +5.8% | 0.001% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 14,157 | $3.66M | 0.1% | -2.7% | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 121,429 | $31.40M | 1.2% | +11.5% | 0.012% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 719,998 | $186.21M | 0.0% | -0.3% | 0.073% | |
| 5/16/2025 | Kestra Investment Management LLC | 437,275 | $113.09M | 3.5% | +191.3% | 0.044% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,411 | $365K | 0.1% | +3.8% | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 17,875,109 | $4.60B | 4.2% | +2.5% | 1.802% | |
| 5/16/2025 | Aberdeen Wealth Management LLC | 1,355 | $350K | 0.2% | +942.3% | 0.000% | |
| 5/16/2025 | Financial Strategies Group Inc. | 2,730 | $672K | 0.2% | +21.0% | 0.000% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 5,042 | $1.30M | 1.0% | N/A | 0.001% | |
| 5/16/2025 | Talon Private Wealth LLC | 4,018 | $1.05M | 0.1% | +843.2% | 0.000% | |
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| 5/16/2025 | Sepio Capital LP | 46,833 | $12.11M | 1.0% | -13.2% | 0.005% | |
| 5/16/2025 | Redwood Financial Network Corp | 1,945 | $503K | 0.4% | +21.3% | 0.000% | |
| 5/16/2025 | Ruggaard & Associates LLC | 50,052 | $12.94M | 5.7% | -1.2% | 0.005% | |
| 5/16/2025 | Pacific Center for Financial Services | 92,107 | $23.82M | 6.3% | +444.7% | 0.009% | |
| 5/16/2025 | Plancorp LLC | 7,077 | $1.83M | 0.1% | +66.4% | 0.001% | |
| 5/16/2025 | National Wealth Management Group LLC | 1,477 | $382K | 0.3% | +2.8% | 0.000% | |
| 5/16/2025 | NewEdge Advisors LLC | 275,742 | $71.31M | 0.4% | +3.9% | 0.028% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 108,210 | $27.99M | 0.3% | +3.9% | 0.011% | |
| 5/16/2025 | Granby Capital Management LLC | 25,000 | $6.47M | 3.5% | N/A | 0.003% | |
| 5/16/2025 | Greenline Partners LLC | 670 | $173K | 0.0% | -90.7% | 0.000% | |
| 5/16/2025 | Hancock Whitney Corp | 3,507 | $907K | 0.0% | -1.5% | 0.000% | |
| 5/16/2025 | Cook Wealth LLC | 48,801 | $12.54M | 6.1% | -0.6% | 0.005% | |
| 5/16/2025 | Curi RMB Capital LLC | 26,599 | $6.88M | 0.2% | -24.7% | 0.003% | |
| 5/16/2025 | AQR Capital Management LLC | 7,758 | $2.01M | 0.0% | +52.3% | 0.001% | |
| 5/16/2025 | AlTi Global Inc. | 10,351 | $2.68M | 0.1% | -11.0% | 0.001% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 19,069 | $4.93M | 3.6% | -8.0% | 0.002% | |
| 5/16/2025 | Ancora Advisors LLC | 42,218 | $10.92M | 0.2% | +1.1% | 0.004% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 2,563 | $663K | 0.3% | N/A | 0.000% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 14,628 | $3.78M | 0.0% | -41.5% | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 51,092 | $13.21M | 0.1% | +74.8% | 0.005% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 1,769 | $458K | 0.1% | -23.4% | 0.000% | |
| 5/15/2025 | First Manhattan CO. LLC. | 110,126 | $28.48M | 0.1% | +0.7% | 0.011% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 50,668 | $13.10M | 4.2% | -0.2% | 0.005% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 13,441 | $3.48M | 0.1% | +4.8% | 0.001% | |
| 5/15/2025 | Flputnam Investment Management Co. | 9,817 | $2.54M | 0.0% | +17.2% | 0.001% | |
| 5/15/2025 | Royal Bank of Canada | 1,540,456 | $398.39M | 0.1% | 0.0% | 0.155% | |
| 5/15/2025 | Betterment LLC | 137,719 | $35.62M | 0.1% | +122.0% | 0.014% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 10,178 | $2.63M | 1.0% | -2.3% | 0.001% | |
| 5/15/2025 | MAI Capital Management | 105,327 | $27.24M | 0.2% | -1.1% | 0.011% | |
| 5/15/2025 | Calton & Associates Inc. | 963 | $249K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 203,799 | $52.71M | 2.8% | N/A | 0.021% | |
| 5/15/2025 | Titleist Asset Management LLC | 27,212 | $7.04M | 0.8% | +38.4% | 0.003% | |
| 5/15/2025 | Baird Financial Group Inc. | 533,749 | $138.04M | 0.3% | +4.0% | 0.054% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 2,379 | $615K | 0.1% | +2.7% | 0.000% | |
| 5/15/2025 | Vident Advisory LLC | 7,969 | $2.06M | 0.0% | -70.2% | 0.001% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 273,554 | $70.75M | 0.1% | -5.5% | 0.028% | |
| 5/15/2025 | JDM Financial Group LLC | 40,025 | $10.35M | 5.3% | +2.7% | 0.004% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 3,561 | $921K | 0.3% | N/A | 0.000% | |
| 5/15/2025 | TD Capital Management LLC | 33,743 | $8.73M | 0.9% | -0.2% | 0.003% | |
| 5/15/2025 | Trustco Bank Corp N Y | 873 | $226K | 0.2% | -8.5% | 0.000% | |
| 5/15/2025 | Trexquant Investment LP | 1,305 | $337K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Graney & King LLC | 2,175 | $562K | 0.4% | -8.6% | 0.000% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 3,178 | $822K | 0.2% | -47.2% | 0.000% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 3,370 | $871K | 0.3% | -1.3% | 0.000% | |
| 5/15/2025 | BNP Paribas Financial Markets | 282,743 | $73.12M | 0.0% | -61.9% | 0.029% | |
| 5/15/2025 | Earnest Partners LLC | 4,106 | $1.06M | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 292 | $76K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 81,138 | $20.98M | 2.1% | +5.8% | 0.008% | |
| 5/14/2025 | Ieq Capital LLC | 12,388 | $3.20M | 0.0% | +22.4% | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 7,855 | $2.03M | 0.1% | +71.1% | 0.001% | |
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| 5/14/2025 | Warwick Investment Management Inc. | 2,774 | $717K | 0.1% | +7.3% | 0.000% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 1,597 | $413K | 0.1% | -31.1% | 0.000% | |
| 5/14/2025 | Zuckerman Investment Group LLC | 35,481 | $9.18M | 1.0% | +2.0% | 0.004% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 2,794 | $723K | 0.1% | +1.8% | 0.000% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 6,220 | $1.61M | 0.3% | +33.3% | 0.001% | |
| 5/14/2025 | PKS Advisory Services LLC | 1,136 | $294K | 0.1% | +4.3% | 0.000% | |
| 5/14/2025 | Luminist Capital LLC | 3,614 | $938K | 1.0% | +3.9% | 0.000% | |
| 5/14/2025 | Full Sail Capital LLC | 88,155 | $22.80M | 1.5% | +1.7% | 0.009% | |
| 5/14/2025 | Bakala Capital LLC | 2,582 | $668K | 3.8% | +9.1% | 0.000% | |
| 5/14/2025 | Apexium Financial LP | 1,583 | $409K | 0.0% | +53.1% | 0.000% | |
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