| 6/5/2025 | Osterweis Capital Management Inc. | 3,715 | $1.91M | 0.0% | -10.2% | 0.000% | |
| 6/4/2025 | First Hawaiian Bank | 47,830 | $24.58M | 1.2% | +0.1% | 0.002% | |
| 6/3/2025 | Invst LLC | 2,097 | $1.08M | 0.1% | +5.9% | 0.000% | |
| 6/2/2025 | Modern Wealth Management LLC | 77,478 | $39.82M | 1.3% | +1.8% | 0.003% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 1,401 | $720K | 0.4% | N/A | 0.000% | |
| 5/29/2025 | Nova Wealth Management Inc. | 4,020 | $2.07M | 1.8% | +5,726.1% | 0.000% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 1,100 | $565K | 0.3% | +70.3% | 0.000% | |
| 5/29/2025 | Plum Street Advisors LLC | 1,905 | $979K | 0.5% | -3.3% | 0.000% | |
| 5/29/2025 | Apeiron RIA LLC | 4,841 | $2.49M | 0.8% | -13.3% | 0.000% | |
| 5/28/2025 | Jones Financial Companies Lllp | 10,685,240 | $5.46B | 4.9% | +13.8% | 0.379% | |
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| 5/28/2025 | Silicon Valley Capital Partners | 2,187 | $1.12M | 0.1% | +6.1% | 0.000% | |
| 5/28/2025 | Wealth Management Associates Inc. | 1,354 | $696K | 0.3% | +10.4% | 0.000% | |
| 5/28/2025 | Intrua Financial LLC | 3,669 | $1.89M | 0.3% | -1.5% | 0.000% | |
| 5/28/2025 | Addison Capital Co | 920 | $473K | 0.2% | -2.4% | 0.000% | |
| 5/27/2025 | Jacobi Capital Management LLC | 8,175 | $4.20M | 0.3% | -4.8% | 0.000% | |
| 5/27/2025 | Advisors Capital Management LLC | 10,231 | $5.26M | 0.1% | -0.9% | 0.000% | |
| 5/27/2025 | Iron Gate Global Advisors LLC | 669 | $344K | 0.0% | -40.5% | 0.000% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 422 | $217K | 0.0% | -53.0% | 0.000% | |
| 5/22/2025 | WBI Investments LLC | 393 | $202K | 0.1% | N/A | 0.000% | |
| 5/21/2025 | MBL Wealth LLC | 5,396 | $2.77M | 0.3% | +3.1% | 0.000% | |
| 5/21/2025 | Reliant Investment Partners LLC | 10,444 | $5.37M | 5.5% | -2.3% | 0.000% | |
| 5/21/2025 | McAdam LLC | 7,207 | $3.70M | 0.2% | -3.6% | 0.000% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 63,569 | $32.67M | 1.1% | +7.6% | 0.002% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 851 | $437K | 0.1% | -5.3% | 0.000% | |
| 5/20/2025 | Acorns Advisers LLC | 8,447,578 | $4.34B | 41.6% | +3.7% | 0.300% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 824 | $423K | 0.4% | +18.7% | 0.000% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,613 | $4.43M | 0.9% | +211.7% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 48,938 | $25.15M | 1.3% | +14.9% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 1,430,680 | $735.19M | 1.8% | +0.1% | 0.051% | |
| 5/20/2025 | Integrity Alliance LLC. | 21,126 | $10.86M | 0.4% | +150.2% | 0.001% | |
| 5/20/2025 | Anchor Investment Management LLC | 10,281 | $5.28M | 0.5% | -0.4% | 0.000% | |
| 5/20/2025 | Glenview Trust co | 28,507 | $14.65M | 0.3% | -2.6% | 0.001% | |
| 5/20/2025 | Security National Bank of Sioux City Iowa IA | 431 | $221K | 0.2% | -11.5% | 0.000% | |
| 5/19/2025 | SageView Advisory Group LLC | 29,223 | $15.02M | 0.6% | +3.9% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 9,960 | $5.12M | 0.2% | +6.6% | 0.000% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 20,619 | $10.19M | 3.7% | +23.3% | 0.001% | |
| 5/19/2025 | Game Plan Financial Advisors LLC | 197 | $101K | 0.0% | -11.7% | 0.000% | |
| 5/19/2025 | Alaethes Wealth LLC | 3,622 | $1.86M | 0.7% | +11.1% | 0.000% | |
| 5/19/2025 | SCS Capital Management LLC | 470,732 | $241.91M | 3.1% | N/A | 0.017% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 218,630 | $112.36M | 0.0% | +173.3% | 0.008% | |
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| 5/16/2025 | Windsor Advisory Group LLC | 647 | $333K | 0.4% | -11.9% | 0.000% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 65,551 | $34.52M | 0.3% | -7.6% | 0.002% | |
| 5/16/2025 | Prostatis Group LLC | 1,522 | $782K | 0.2% | -4.0% | 0.000% | |
| 5/16/2025 | Hancock Prospecting Pty Ltd | 798,474 | $410.34M | 8.8% | +233.2% | 0.028% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 505 | $260K | 0.1% | -6.7% | 0.000% | |
| 5/16/2025 | American Trust | 585 | $301K | 0.1% | -99.8% | 0.000% | |
| 5/16/2025 | McIlrath & Eck LLC | 596 | $306K | 0.0% | -13.9% | 0.000% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 15,719 | $8.15M | 2.2% | -2.5% | 0.001% | |
| 5/16/2025 | Empowered Funds LLC | 22,209 | $11.41M | 0.2% | +443.8% | 0.001% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 461,828 | $237.34M | 10.5% | -0.1% | 0.016% | |
| 5/16/2025 | Faithward Advisors LLC | 4,082 | $2.10M | 0.4% | -8.2% | 0.000% | |
| 5/16/2025 | Ascent Group LLC | 30,472 | $15.66M | 0.7% | +166.4% | 0.001% | |
| 5/16/2025 | Meiji Yasuda Life Insurance Co | 223,599 | $114.91M | 2.3% | +375.6% | 0.008% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 13,876 | $7.07M | 0.6% | +1.2% | 0.000% | |
| 5/16/2025 | United Services Automobile Association | 302,535 | $154.84M | 4.8% | +48.8% | 0.011% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 34,117 | $17.53M | 1.3% | -51.2% | 0.001% | |
| 5/16/2025 | Great Lakes Advisors LLC | 1,126 | $579K | 0.0% | -31.1% | 0.000% | |
| 5/16/2025 | Bell Investment Advisors Inc | 4,138 | $2.13M | 0.4% | -0.7% | 0.000% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 966 | $497K | 0.2% | +3.6% | 0.000% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 8,989 | $4.62M | 0.1% | +1.4% | 0.000% | |
| 5/16/2025 | Hamilton Capital LLC | 2,090 | $1.07M | 0.1% | +207.4% | 0.000% | |
| 5/16/2025 | Everstar Asset Management LLC | 1,670 | $858K | 0.2% | N/A | 0.000% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 12,377 | $6.36M | 0.2% | -7.0% | 0.000% | |
| 5/16/2025 | Guardian Partners Inc. | 470 | $231K | 0.0% | +10.1% | 0.000% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,225,319 | $6.80B | 1.1% | +2.9% | 0.469% | |
| 5/16/2025 | Kestra Investment Management LLC | 7,338 | $3.77M | 0.1% | +50.2% | 0.000% | |
| 5/16/2025 | Resources Management Corp CT ADV | 1,853 | $952K | 0.1% | +6.9% | 0.000% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 1,174 | $603K | 0.1% | -3.0% | 0.000% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,002 | $515K | 0.2% | -12.9% | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 10,605,705 | $5.33B | 4.9% | +13.0% | 0.376% | |
| 5/16/2025 | Front Street Capital Management Inc. | 77,791 | $39.98M | 7.6% | +9.1% | 0.003% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 95 | $49K | 0.0% | -24.6% | 0.000% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 1,550 | $790K | 0.4% | +3.1% | 0.000% | |
| 5/16/2025 | Talon Private Wealth LLC | 4,639 | $2.38M | 0.3% | -33.6% | 0.000% | |
| 5/16/2025 | Tamar Securities LLC | 3,005 | $1.54M | 0.2% | +2.5% | 0.000% | |
| 5/16/2025 | Unconventional Investor LLC | 46,216 | $23.75M | 14.0% | +5.9% | 0.002% | |
| 5/16/2025 | Sepio Capital LP | 166,696 | $85.67M | 6.8% | -0.8% | 0.006% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 3,564 | $1.83M | 0.5% | -7.1% | 0.000% | |
| 5/16/2025 | Ruane Cunniff & Goldfarb L.P. | 682 | $350K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Punch & Associates Investment Management Inc. | 62 | $32K | 0.0% | -94.7% | 0.000% | |
| 5/16/2025 | Pacific Center for Financial Services | 2,788 | $1.43M | 0.4% | +29.1% | 0.000% | |
| 5/16/2025 | Passaic Partners LLC | 46,457 | $23.88M | 3.6% | +38.4% | 0.002% | |
| 5/16/2025 | Plancorp LLC | 62,417 | $32.08M | 1.3% | +0.7% | 0.002% | |
| 5/16/2025 | Nepc LLC | 778,921 | $400.30M | 11.1% | +9.7% | 0.028% | |
| 5/16/2025 | New England Asset Management Inc. | 17,300 | $8.89M | 1.4% | +6.5% | 0.001% | |
| 5/16/2025 | National Wealth Management Group LLC | 1,465 | $753K | 0.5% | -1.6% | 0.000% | |
| 5/16/2025 | NewEdge Advisors LLC | 500,951 | $257.44M | 1.5% | +3.0% | 0.018% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 170 | $87K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 104,378 | $53.64M | 0.6% | -7.7% | 0.004% | |
| 5/16/2025 | KDT Advisors LLC | 14,365 | $7.38M | 10.9% | +14.7% | 0.001% | |
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| 5/16/2025 | Gotham Asset Management LLC | 68,057 | $34.98M | 0.3% | +192.9% | 0.002% | |
| 5/16/2025 | Greenline Partners LLC | 2,750 | $1.41M | 0.2% | -4.9% | 0.000% | |
| 5/16/2025 | Hancock Whitney Corp | 4,065 | $2.09M | 0.1% | +20.6% | 0.000% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 6,847 | $3.52M | 0.1% | -27.9% | 0.000% | |
| 5/16/2025 | Eight 31 Financial LLC | 20,642 | $10.61M | 6.8% | -9.7% | 0.001% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 18,117 | $9.31M | 0.1% | +1.7% | 0.001% | |
| 5/16/2025 | Clifford Group LLC | 59,676 | $30.67M | 28.7% | +8.8% | 0.002% | |
| 5/16/2025 | Concorde Asset Management LLC | 1,225 | $612K | 0.3% | -5.9% | 0.000% | |
| 5/16/2025 | Cook Wealth LLC | 115,143 | $59.11M | 28.6% | +0.6% | 0.004% | |
| 5/16/2025 | Copperleaf Capital LLC | 4,818 | $2.48M | 1.5% | +38.4% | 0.000% | |
