| 6/6/2025 | eCIO Inc. | 1,805 | $209K | 0.1% | N/A | 0.000% | |
| 5/29/2025 | Nova Wealth Management Inc. | 3,273 | $380K | 0.3% | N/A | 0.001% | |
| 5/28/2025 | Addison Capital Co | 36,732 | $4.26M | 1.7% | -0.6% | 0.010% | |
| 5/21/2025 | CBM Financial LLC | 20,375 | $2.51M | 2.1% | N/A | 0.006% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 11,324 | $1.31M | 0.3% | -13.2% | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 55,032 | $6.38M | 0.3% | +3.3% | 0.015% | |
| 5/20/2025 | Focus Partners Wealth | 188,076 | $21.81M | 0.1% | +62.2% | 0.051% | |
| 5/19/2025 | SCS Capital Management LLC | 399,513 | $46.32M | 0.6% | +5.2% | 0.108% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 14,601 | $1.69M | 1.3% | +5.8% | 0.004% | |
| 5/16/2025 | Windsor Advisory Group LLC | 67,520 | $7.83M | 10.1% | -27.2% | 0.018% | |
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| 5/16/2025 | McIlrath & Eck LLC | 1,211 | $140K | 0.0% | +39.0% | 0.000% | |
| 5/16/2025 | HFM Investment Advisors LLC | 1,196,406 | $138.72M | 40.4% | N/A | 0.323% | |
| 5/16/2025 | Ascent Group LLC | 2,208 | $256K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 2,121 | $246K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 3,490 | $405K | 0.0% | -9.8% | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 4,565 | $529K | 0.0% | -11.9% | 0.001% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 405,129 | $46.98M | 0.0% | -17.8% | 0.109% | |
| 5/16/2025 | Jones Financial Companies Lllp | 98,614 | $11.43M | 0.0% | -9.9% | 0.027% | |
| 5/16/2025 | Nepc LLC | 1,326,000 | $153.75M | 4.3% | -32.6% | 0.358% | |
| 5/16/2025 | NewEdge Advisors LLC | 31,203 | $3.62M | 0.0% | +2.9% | 0.008% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 39,988 | $4.64M | 0.1% | +2.4% | 0.011% | |
| 5/16/2025 | Brandywine Trust Co. | 2,144,130 | $248.61M | 38.5% | +3.8% | 0.579% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,256,918 | $145.74M | 0.1% | -23.4% | 0.340% | |
| 5/16/2025 | AQR Capital Management LLC | 6,045 | $701K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Ariel Investments LLC | 74,824 | $8.68M | 0.1% | N/A | 0.020% | |
| 5/16/2025 | AlTi Global Inc. | 14,875 | $1.73M | 0.0% | +14.2% | 0.004% | |
| 5/16/2025 | Ancora Advisors LLC | 41,000 | $4.75M | 0.1% | +0.3% | 0.011% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 790 | $92K | 0.0% | +251.1% | 0.000% | |
| 5/15/2025 | EP Wealth Advisors LLC | 11,282 | $1.31M | 0.0% | +13.5% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 18,815 | $2.18M | 0.0% | +14.0% | 0.005% | |
| 5/15/2025 | Royal Bank of Canada | 2,049,871 | $237.68M | 0.0% | +1.4% | 0.554% | |
| 5/15/2025 | Betterment LLC | 21,213 | $2.46M | 0.0% | -7.1% | 0.006% | |
| 5/15/2025 | MAI Capital Management | 38,056 | $4.41M | 0.0% | -1.2% | 0.010% | |
| 5/15/2025 | Cura Wealth Advisors LLC | 21,272 | $2.47M | 1.0% | +2.1% | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 2,503 | $290K | 0.0% | -23.1% | 0.001% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 4,921 | $571K | 0.1% | +5.9% | 0.001% | |
| 5/15/2025 | Driehaus Capital Management LLC | 2,380 | $276K | 0.0% | -35.8% | 0.001% | |
| 5/15/2025 | Safe Harbor Fiduciary LLC | 218 | $25K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,709 | $198K | 0.1% | +170,800.0% | 0.000% | |
| 5/15/2025 | TD Capital Management LLC | 1,106 | $128K | 0.0% | -16.0% | 0.000% | |
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| 5/15/2025 | Tortoise Investment Management LLC | 9,690 | $1.12M | 0.1% | -10.4% | 0.003% | |
| 5/15/2025 | Trexquant Investment LP | 2,356 | $273K | 0.0% | -26.7% | 0.001% | |
| 5/15/2025 | Okabena Investment Services Inc. | 98,417 | $11.41M | 2.9% | -42.9% | 0.027% | |
| 5/14/2025 | Truvestments Capital LLC | 1,745 | $202K | 0.0% | +99.9% | 0.000% | |
| 5/14/2025 | Ieq Capital LLC | 46,396 | $5.38M | 0.0% | +692.8% | 0.013% | |
| 5/14/2025 | Entrewealth LLC | 4,030 | $467K | 0.4% | -13.8% | 0.001% | |
| 5/14/2025 | Comerica Bank | 88,839 | $10.30M | 0.0% | -11.6% | 0.024% | |
| 5/14/2025 | Synovus Financial Corp | 19,842 | $2.30M | 0.0% | +494.6% | 0.005% | |
| 5/14/2025 | ICONIQ Capital LLC | 46,429 | $5.38M | 0.1% | +52.0% | 0.013% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 90,357 | $10.47M | 1.0% | +32.0% | 0.024% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,268,334 | $263.01M | 0.2% | +4.2% | 0.613% | |
| 5/14/2025 | Jasper Ridge Partners L.P. | 28,421 | $3.30M | 0.1% | +16.6% | 0.008% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 11,971 | $1.39M | 0.1% | +18.2% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 42,554 | $4.93M | 0.0% | -6.6% | 0.011% | |
| 5/14/2025 | Ameriprise Financial Inc. | 621,177 | $72.03M | 0.0% | +4.4% | 0.168% | |
| 5/14/2025 | CW Advisors LLC | 8,285 | $961K | 0.0% | -13.0% | 0.002% | |
| 5/14/2025 | Summit Financial LLC | 2,357 | $273K | 0.0% | +12.6% | 0.001% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 2,420,527 | $280.66M | 4.8% | +58.5% | 0.654% | |
| 5/14/2025 | Frisch Financial Group Inc. | 82,857 | $9.61M | 2.7% | +3.1% | 0.022% | |
| 5/14/2025 | Venture Visionary Partners LLC | 7,703 | $893K | 0.0% | +9.8% | 0.002% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 60,420 | $7.01M | 0.1% | N/A | 0.016% | |
| 5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 2,195 | $255K | 0.0% | -94.5% | 0.001% | |
| 5/14/2025 | Disciplina Capital Management LLC | 91,154 | $10.57M | 1.5% | +67.4% | 0.025% | |
| 5/14/2025 | Lincoln Capital LLC | 2,692 | $301K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | RWA Wealth Partners LLC | 56,470 | $6.55M | 0.1% | +8.3% | 0.015% | |
| 5/13/2025 | Northern Trust Corp | 2,569,397 | $297.92M | 0.0% | +126.9% | 0.694% | |
| 5/13/2025 | Blue Edge Capital LLC | 10,517 | $1.22M | 0.2% | +1.0% | 0.003% | |
| 5/13/2025 | Compass Financial Group INC SD | 9,734 | $1.13M | 0.2% | -2.2% | 0.003% | |
| 5/13/2025 | Ethos Financial Group LLC | 195,750 | $23.00M | 2.2% | +0.5% | 0.053% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 38,630 | $4.48M | 0.0% | +36.9% | 0.010% | |
| 5/13/2025 | Raymond James Financial Inc. | 660,519 | $76.59M | 0.0% | -36.4% | 0.178% | |
| 5/13/2025 | Cresset Asset Management LLC | 724,185 | $83.97M | 0.4% | -3.7% | 0.196% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 43,766 | $5.08M | 0.8% | +3.3% | 0.012% | |
| 5/13/2025 | Global Endowment Management LP | 299,101 | $34.68M | 4.5% | +5.7% | 0.081% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 9,026 | $1.05M | 0.0% | -29.1% | 0.002% | |
| 5/13/2025 | American Investment Services Inc. | 3,825 | $443K | 0.1% | +2.3% | 0.001% | |
| 5/13/2025 | Wealthedge Investment Advisors LLC | 1,791 | $208K | 0.1% | -14.7% | 0.000% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 4,734 | $549K | 0.0% | -3.7% | 0.001% | |
| 5/13/2025 | Redmond Asset Management LLC | 13,077 | $1.52M | 0.4% | +23.3% | 0.004% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 35,708 | $4.14M | 0.2% | +13.7% | 0.010% | |
| 5/13/2025 | Howard Wealth Management LLC | 36,896 | $4.28M | 2.4% | -2.8% | 0.010% | |
| 5/13/2025 | Compass Advisory Group LLC | 43,895 | $5.09M | 1.8% | +37.7% | 0.012% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 13,046 | $1.51M | 0.9% | -1.6% | 0.004% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 145,101 | $16.83M | 0.1% | +941.1% | 0.039% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 2,042 | $237K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | HRC Wealth Management LLC | 15,634 | $1.81M | 1.1% | -12.6% | 0.004% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,314 | $152K | 0.0% | +311.9% | 0.000% | |
| 5/13/2025 | Rathbones Group PLC | 108,693 | $12.60M | 0.1% | +0.9% | 0.029% | |
| 5/13/2025 | HighTower Advisors LLC | 477,762 | $55.40M | 0.1% | +1.2% | 0.129% | |
| 5/12/2025 | Mustard Seed Financial LLC | 5,803 | $673K | 0.5% | +1.9% | 0.002% | |
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| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 2,707 | $320K | 0.0% | +93.5% | 0.001% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 11,506 | $1.33M | 0.0% | +20.1% | 0.003% | |
| 5/12/2025 | Shade Tree Advisors LLC | 12,492 | $1.45M | 1.4% | N/A | 0.003% | |
| 5/12/2025 | SouthState Corp | 1,165 | $135K | 0.0% | +26.5% | 0.000% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 11,008 | $1.28M | 0.1% | -8.9% | 0.003% | |
| 5/12/2025 | Lockheed Martin Investment Management Co. | 511,300 | $59.29M | 2.4% | +12.6% | 0.140% | |
| 5/12/2025 | Polen Capital Management LLC | 10,959 | $1.27M | 0.0% | -59.1% | 0.003% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 59,159 | $6.86M | 0.9% | +7.5% | 0.016% | |
| 5/12/2025 | Berger Financial Group Inc | 3,100 | $359K | 0.0% | -23.2% | 0.001% | |
| 5/12/2025 | Benjamin Edwards Inc. | 44,399 | $5.15M | 0.1% | +56.3% | 0.012% | |
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