| 6/2/2025 | Modern Wealth Management LLC | 5,579 | $896K | 0.0% | +5.5% | 0.005% | |
| 5/28/2025 | Jones Financial Companies Lllp | 2,454,026 | $390.84M | 0.4% | +1.4% | 2.260% | |
| 5/27/2025 | Advisors Capital Management LLC | 1,470 | $236K | 0.0% | -9.8% | 0.001% | |
| 5/23/2025 | SWAN Capital LLC | 32,352 | $5.19M | 2.4% | +25.3% | 0.030% | |
| 5/21/2025 | McAdam LLC | 295,373 | $47.42M | 2.9% | -0.5% | 0.272% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 66,455 | $10.67M | 0.4% | -0.8% | 0.061% | |
| 5/20/2025 | Tenret Co LLC | 33,180 | $5.33M | 3.2% | +4.1% | 0.031% | |
| 5/20/2025 | Belpointe Asset Management LLC | 9,063 | $1.46M | 0.1% | +614.7% | 0.008% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 9,063 | $1.46M | 0.3% | N/A | 0.008% | |
| 5/20/2025 | Focus Partners Wealth | 337,819 | $54.23M | 0.1% | +6.3% | 0.311% | |
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| 5/20/2025 | Integrity Alliance LLC. | 24,842 | $3.99M | 0.2% | N/A | 0.023% | |
| 5/20/2025 | Glenview Trust co | 25,261 | $4.06M | 0.1% | -18.3% | 0.023% | |
| 5/19/2025 | Jane Street Group LLC | 1,503 | $241K | 0.0% | N/A | 0.001% | |
| 5/19/2025 | SageView Advisory Group LLC | 13,785 | $2.21M | 0.1% | -2.3% | 0.013% | |
| 5/19/2025 | Advisory Alpha LLC | 87,572 | $14.06M | 0.5% | +27.7% | 0.081% | |
| 5/16/2025 | Empowered Funds LLC | 6,502 | $1.04M | 0.0% | -1.1% | 0.006% | |
| 5/16/2025 | Ascent Group LLC | 24,194 | $3.88M | 0.2% | +4.3% | 0.022% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 2,426 | $390K | 0.0% | -39.7% | 0.002% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 17,022 | $2.73M | 0.1% | +23.5% | 0.016% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 54,748 | $8.79M | 0.3% | +2.3% | 0.050% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 24,313 | $3.90M | 0.0% | +5.3% | 0.022% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,459,081 | $415.57M | 0.4% | +1.6% | 2.265% | |
| 5/16/2025 | Talon Private Wealth LLC | 10,515 | $1.69M | 0.2% | +2.5% | 0.010% | |
| 5/16/2025 | Sepio Capital LP | 125,502 | $20.15M | 1.6% | +4.1% | 0.116% | |
| 5/16/2025 | Plancorp LLC | 2,520 | $405K | 0.0% | -3.1% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 157,133 | $25.23M | 0.1% | -1.6% | 0.145% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 27,165 | $4.36M | 0.1% | -17.3% | 0.025% | |
| 5/16/2025 | Curi RMB Capital LLC | 1,647 | $264K | 0.0% | +27.1% | 0.002% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 3,240 | $520K | 0.0% | +4.8% | 0.003% | |
| 5/16/2025 | AQR Capital Management LLC | 8,890 | $1.43M | 0.0% | +13.8% | 0.008% | |
| 5/16/2025 | 1 North Wealth Services LLC | 1,081 | $174K | 0.1% | N/A | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,515,445 | $243.29M | 1.9% | +18.7% | 1.396% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 36,426 | $5.85M | 0.1% | +4.7% | 0.034% | |
| 5/15/2025 | Royal Bank of Canada | 3,262,796 | $523.81M | 0.1% | +2.1% | 3.005% | |
| 5/15/2025 | Betterment LLC | 4,291,924 | $689.03M | 1.6% | -4.8% | 3.953% | |
| 5/15/2025 | MAI Capital Management | 57,298 | $9.20M | 0.1% | -3.8% | 0.053% | |
| 5/15/2025 | Calton & Associates Inc. | 1,978 | $318K | 0.1% | N/A | 0.002% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 4,866 | $781K | 0.0% | N/A | 0.004% | |
| 5/15/2025 | Baird Financial Group Inc. | 103,895 | $16.68M | 0.0% | +3.2% | 0.096% | |
| 5/15/2025 | Tortoise Investment Management LLC | 455 | $73K | 0.0% | -31.3% | 0.000% | |
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| 5/14/2025 | Wealth Preservation Advisors LLC | 13,335 | $2.14M | 1.5% | N/A | 0.012% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 1,367 | $219K | 0.1% | +6.8% | 0.001% | |
| 5/14/2025 | Note Advisors LLC | 3,376 | $542K | 0.4% | -20.9% | 0.003% | |
| 5/14/2025 | CreativeOne Wealth LLC | 3,753 | $603K | 0.0% | -31.5% | 0.003% | |
| 5/14/2025 | Bank of Hawaii | 15,411 | $2.47M | 0.1% | -0.6% | 0.014% | |
| 5/14/2025 | Comerica Bank | 50,633 | $8.13M | 0.0% | -3.4% | 0.047% | |
| 5/14/2025 | Synovus Financial Corp | 7,940 | $1.28M | 0.0% | +1.1% | 0.007% | |
| 5/14/2025 | AIMZ Investment Advisors LLC | 15,066 | $2.42M | 0.8% | +6.1% | 0.014% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 37,323 | $5.99M | 0.5% | +10.8% | 0.034% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 4,349 | $692K | 0.1% | +383.8% | 0.004% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 967,146 | $155.27M | 0.1% | +6.2% | 0.891% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 7,177 | $1.15M | 1.2% | N/A | 0.007% | |
| 5/14/2025 | Kestra Advisory Services LLC | 138,886 | $22.30M | 0.1% | +2.8% | 0.128% | |
| 5/14/2025 | MAS Advisors LLC | 1,934 | $310K | 0.5% | -30.9% | 0.002% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 8,571 | $1.38M | 0.1% | -1.0% | 0.008% | |
| 5/14/2025 | 1832 Asset Management L.P. | 234,343 | $37.62M | 0.0% | +1.0% | 0.216% | |
| 5/14/2025 | Ameriprise Financial Inc. | 928,390 | $149.08M | 0.0% | +1.4% | 0.855% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 165,925 | $26.64M | 1.1% | +0.2% | 0.153% | |
| 5/14/2025 | Mosaic Financial Group LLC | 2,127 | $342K | 0.3% | -10.5% | 0.002% | |
| 5/14/2025 | CW Advisors LLC | 7,742 | $1.24M | 0.0% | +131.2% | 0.007% | |
| 5/14/2025 | Summit Financial LLC | 177,641 | $28.52M | 0.8% | +0.4% | 0.164% | |
| 5/14/2025 | Estate Counselors LLC | 9,315 | $1.50M | 0.2% | -76.0% | 0.009% | |
| 5/14/2025 | Accredited Wealth Management LLC | 179 | $29K | 0.0% | -32.2% | 0.000% | |
| 5/14/2025 | TFB Advisors LLC | 35,618 | $5.72M | 1.6% | -1.5% | 0.033% | |
| 5/14/2025 | Asset Management Group Inc. | 96,239 | $15.45M | 2.9% | +0.4% | 0.089% | |
| 5/14/2025 | Capital Analysts LLC | 422 | $68K | 0.0% | +39.7% | 0.000% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 1,495 | $240K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Hsbc Holdings PLC | 2,226 | $357K | 0.0% | -20.0% | 0.002% | |
| 5/14/2025 | Fuller & Thaler Asset Management Inc. | 1,664 | $267K | 0.0% | -55.4% | 0.002% | |
| 5/14/2025 | Petix & Botte Co | 29,252 | $4.70M | 1.2% | -7.5% | 0.027% | |
| 5/14/2025 | RWA Wealth Partners LLC | 5,696 | $914K | 0.0% | -1.5% | 0.005% | |
| 5/13/2025 | Northern Trust Corp | 56,062 | $9M | 0.0% | -2.6% | 0.052% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 19,339 | $3.11M | 0.0% | +1.1% | 0.018% | |
| 5/13/2025 | Brooklyn Investment Group | 285 | $46K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Spreng Capital Management Inc. | 4,908 | $788K | 0.4% | +3.6% | 0.005% | |
| 5/13/2025 | LWM Advisors Inc. | 1,896 | $302K | 0.3% | +28.8% | 0.002% | |
| 5/13/2025 | RMR Capital Management LLC | 15,027 | $2.41M | 1.7% | -3.0% | 0.014% | |
| 5/13/2025 | Raymond James Financial Inc. | 606,727 | $97.40M | 0.0% | -7.1% | 0.559% | |
| 5/13/2025 | Cresset Asset Management LLC | 28,784 | $4.62M | 0.0% | -4.8% | 0.027% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 37,374 | $6M | 0.9% | +1.9% | 0.034% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 26,585 | $4.27M | 0.1% | -4.9% | 0.024% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 3,968 | $637K | 0.0% | -4.5% | 0.004% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 26,039 | $4.18M | 0.2% | +2.1% | 0.024% | |
| 5/13/2025 | Tacita Capital Inc | 23,011 | $3.69M | 2.7% | -0.6% | 0.021% | |
| 5/13/2025 | Horizon Investments LLC | 2,191 | $352K | 0.0% | +13.3% | 0.002% | |
| 5/13/2025 | Trivium Point Advisory LLC | 9,178 | $1.47M | 0.2% | -4.0% | 0.008% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 4,633 | $744K | 0.0% | +1.4% | 0.004% | |
| 5/13/2025 | Evensky & Katz LLC | 90,354 | $14.51M | 1.0% | -4.8% | 0.083% | |
| 5/13/2025 | HighTower Advisors LLC | 282,016 | $45.28M | 0.1% | +31.3% | 0.260% | |
| 5/12/2025 | Mustard Seed Financial LLC | 22,656 | $3.64M | 2.9% | +1.2% | 0.021% | |
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| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 31,130 | $4.98M | 0.6% | -20.0% | 0.029% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 11,812 | $1.90M | 0.0% | -9.8% | 0.011% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 25,225 | $4.05M | 0.3% | -2.8% | 0.023% | |
| 5/12/2025 | Houlihan Financial Resource Group Ltd. | 21,612 | $3.47M | 1.6% | -2.3% | 0.020% | |
| 5/12/2025 | Meridian Wealth Management LLC | 12,581 | $2.02M | 0.1% | +9.7% | 0.012% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 2,746 | $441K | 0.1% | -10.9% | 0.003% | |
| 5/12/2025 | Cove Private Wealth LLC | 2,877 | $462K | 0.2% | N/A | 0.003% | |
| 5/12/2025 | First American Trust FSB | 24,845 | $3.99M | 0.4% | +86.0% | 0.023% | |
| 5/12/2025 | SouthState Corp | 358 | $57K | 0.0% | +59.1% | 0.000% | |
| 5/12/2025 | Aveo Capital Partners LLC | 1,896 | $299K | 0.0% | -77.9% | 0.002% | |
