| 5/20/2025 | Tenret Co LLC | 112,178 | $19.38M | 11.8% | +0.5% | 0.007% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 5,342 | $923K | 0.2% | +63.5% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 27,170 | $4.69M | 0.2% | +98.3% | 0.002% | |
| 5/20/2025 | Flaharty Asset Management LLC | 895 | $155K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 336,311 | $58.09M | 2.3% | +57.2% | 0.021% | |
| 5/20/2025 | Anchor Investment Management LLC | 15,339 | $2.65M | 0.2% | +2.6% | 0.001% | |
| 5/20/2025 | Glenview Trust co | 18,235 | $3.15M | 0.1% | -6.6% | 0.001% | |
| 5/20/2025 | Aspen Investment Management Inc | 1,267 | $219K | 0.1% | N/A | 0.000% | |
| 5/20/2025 | Security National Bank of Sioux City Iowa IA | 2,118 | $366K | 0.3% | +10.4% | 0.000% | |
| 5/19/2025 | SageView Advisory Group LLC | 20,951 | $3.62M | 0.2% | -8.3% | 0.001% | |
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| 5/19/2025 | Advisory Alpha LLC | 14,660 | $2.53M | 0.1% | -13.8% | 0.001% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 32,527 | $5.43M | 2.0% | -4.9% | 0.002% | |
| 5/19/2025 | SCS Capital Management LLC | 1,104,007 | $190.71M | 2.4% | -22.0% | 0.069% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 3,659 | $632K | 0.6% | N/A | 0.000% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 15,828 | $2.73M | 2.0% | +1.9% | 0.001% | |
| 5/16/2025 | Prostatis Group LLC | 20,624 | $3.56M | 1.1% | +13.3% | 0.001% | |
| 5/16/2025 | McIlrath & Eck LLC | 236,503 | $40.85M | 5.0% | +5.7% | 0.015% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 40,508 | $6.81M | 1.8% | -2.3% | 0.003% | |
| 5/16/2025 | Empowered Funds LLC | 27,233 | $4.70M | 0.1% | +5.3% | 0.002% | |
| 5/16/2025 | AAF Wealth Management LLC | 134,672 | $23.26M | 12.6% | +1.1% | 0.008% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 58,512 | $10.11M | 0.4% | -8.6% | 0.004% | |
| 5/16/2025 | Ascent Group LLC | 69,794 | $12.06M | 0.5% | +5.6% | 0.004% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 7,912 | $1.32M | 0.1% | -0.8% | 0.000% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 20,066 | $3.47M | 0.2% | +27.5% | 0.001% | |
| 5/16/2025 | Great Lakes Advisors LLC | 24,282 | $4.19M | 0.0% | -4.0% | 0.002% | |
| 5/16/2025 | Bell Investment Advisors Inc | 96,862 | $16.73M | 3.1% | -0.7% | 0.006% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 303,248 | $52.38M | 1.4% | -20.5% | 0.019% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 80,747 | $13.95M | 0.5% | +7.0% | 0.005% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 3,319,037 | $573.33M | 0.1% | -2.4% | 0.209% | |
| 5/16/2025 | Kestra Investment Management LLC | 1,287 | $222K | 0.0% | -82.6% | 0.000% | |
| 5/16/2025 | Resources Management Corp CT ADV | 416 | $72K | 0.0% | -26.5% | 0.000% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,869 | $323K | 0.1% | +194.8% | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 53,025,364 | $9.06B | 8.3% | -1.5% | 3.335% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 963 | $166K | 0.1% | +550.7% | 0.000% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 80,398 | $13.39M | 6.0% | -16.5% | 0.005% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 2,866 | $495K | 0.4% | N/A | 0.000% | |
| 5/16/2025 | Talon Private Wealth LLC | 14,214 | $2.46M | 0.3% | +26.4% | 0.001% | |
| 5/16/2025 | Sepio Capital LP | 198,616 | $34.31M | 2.7% | -16.7% | 0.012% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 56,015 | $9.68M | 2.4% | -0.7% | 0.004% | |
| 5/16/2025 | Redwood Financial Network Corp | 6,558 | $1.13M | 0.9% | +14.3% | 0.000% | |
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| 5/16/2025 | Rise Advisors LLC | 197,999 | $34.20M | 15.1% | +14.4% | 0.012% | |
| 5/16/2025 | Permanens Capital L.P. | 787,828 | $136.09M | 24.7% | +11.5% | 0.050% | |
| 5/16/2025 | Plancorp LLC | 15,169 | $2.62M | 0.1% | +1.9% | 0.001% | |
| 5/16/2025 | National Wealth Management Group LLC | 1,933 | $334K | 0.2% | +4.3% | 0.000% | |
| 5/16/2025 | NewEdge Advisors LLC | 872,785 | $150.77M | 0.9% | +0.5% | 0.055% | |
| 5/16/2025 | Millennium Management LLC | 23,458 | $4.05M | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 151,918 | $26.24M | 0.3% | +1.5% | 0.010% | |
| 5/16/2025 | Investmark Advisory Group LLC | 3,191 | $551K | 0.3% | +4.1% | 0.000% | |
| 5/16/2025 | Gotham Asset Management LLC | 94,968 | $16.41M | 0.1% | +66.0% | 0.006% | |
| 5/16/2025 | Greenline Partners LLC | 183,390 | $31.68M | 4.6% | +22,568.7% | 0.012% | |
| 5/16/2025 | Hancock Whitney Corp | 4,496 | $777K | 0.0% | +20.7% | 0.000% | |
| 5/16/2025 | Concorde Asset Management LLC | 2,400 | $397K | 0.2% | +13.2% | 0.000% | |
| 5/16/2025 | Curi RMB Capital LLC | 1,344 | $232K | 0.0% | -72.0% | 0.000% | |
| 5/16/2025 | Alliancebernstein L.P. | 273,213 | $47.20M | 0.0% | +6.7% | 0.017% | |
| 5/16/2025 | Banque Transatlantique SA | 300 | $48K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 11,014 | $1.90M | 0.2% | -0.6% | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 53,366 | $9.22M | 0.0% | +303.4% | 0.003% | |
| 5/16/2025 | AlTi Global Inc. | 22,322 | $3.86M | 0.1% | -36.8% | 0.001% | |
| 5/16/2025 | Ancora Advisors LLC | 39,216 | $6.77M | 0.2% | -1.3% | 0.002% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 132,005 | $22.80M | 1.2% | -22.9% | 0.008% | |
| 5/16/2025 | 5th Street Advisors LLC | 70,430 | $12.17M | 5.9% | +11.4% | 0.004% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 11,619 | $2.01M | 0.9% | -9.1% | 0.001% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 216,797 | $37.45M | 0.2% | -0.3% | 0.014% | |
| 5/15/2025 | EP Wealth Advisors LLC | 2,383,097 | $411.66M | 3.3% | -3.9% | 0.150% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 12,787 | $2.21M | 0.6% | +0.6% | 0.001% | |
| 5/15/2025 | First Manhattan CO. LLC. | 24,273 | $4.19M | 0.0% | -7.4% | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 100,784 | $17.41M | 0.3% | +20.9% | 0.006% | |
| 5/15/2025 | Alamar Capital Management LLC | 17,103 | $2.95M | 1.7% | +31.6% | 0.001% | |
| 5/15/2025 | Ameriflex Group Inc. | 9,730 | $1.68M | 0.7% | +0.8% | 0.001% | |
| 5/15/2025 | Flputnam Investment Management Co. | 13,749 | $2.38M | 0.0% | +39.2% | 0.001% | |
| 5/15/2025 | Royal Bank of Canada | 5,316,452 | $918.36M | 0.2% | +1.2% | 0.334% | |
| 5/15/2025 | Betterment LLC | 5,225,476 | $902.65M | 2.1% | -4.1% | 0.329% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 1,921 | $332K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 19,043 | $3.18M | 1.5% | +3.8% | 0.001% | |
| 5/15/2025 | MAI Capital Management | 287,031 | $49.58M | 0.4% | +9.5% | 0.018% | |
| 5/15/2025 | Calton & Associates Inc. | 8,553 | $1.48M | 0.3% | N/A | 0.001% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 50,828 | $8.78M | 0.5% | N/A | 0.003% | |
| 5/15/2025 | Titleist Asset Management LLC | 67,924 | $11.73M | 1.4% | +63.3% | 0.004% | |
| 5/15/2025 | Baird Financial Group Inc. | 1,414,704 | $244.38M | 0.5% | +1.7% | 0.089% | |
| 5/15/2025 | Vident Advisory LLC | 7,936 | $1.37M | 0.0% | -53.7% | 0.000% | |
| 5/15/2025 | Evergreen Capital Management LLC | 147,558 | $25.49M | 0.9% | +19.4% | 0.009% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 524,756 | $90.65M | 0.1% | -3.3% | 0.033% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 65,378 | $11.29M | 3.6% | N/A | 0.004% | |
| 5/15/2025 | WPG Advisers LLC | 3,918 | $677K | 0.6% | N/A | 0.000% | |
| 5/15/2025 | TD Capital Management LLC | 139,019 | $24.01M | 2.4% | -0.9% | 0.009% | |
| 5/15/2025 | Tortoise Investment Management LLC | 79,859 | $13.80M | 1.4% | +4.8% | 0.005% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 8,319 | $1.44M | 0.1% | +3.3% | 0.001% | |
| 5/15/2025 | Graney & King LLC | 7,679 | $1.33M | 1.0% | -31.6% | 0.000% | |
| 5/15/2025 | Hanover Advisors Inc. | 11,794 | $2.04M | 0.9% | +1.2% | 0.001% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 7,428 | $1.28M | 0.3% | -1.4% | 0.000% | |
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| 5/15/2025 | Monterey Private Wealth Inc. | 5,119 | $884K | 0.3% | +4.6% | 0.000% | |
| 5/15/2025 | Oarsman Capital Inc. | 237,844 | $41.09M | 7.4% | +16.3% | 0.015% | |
| 5/15/2025 | BNP Paribas Financial Markets | 172,388 | $29.78M | 0.0% | +18.8% | 0.011% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 25,283 | $4.37M | 3.1% | N/A | 0.002% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 21,654 | $3.74M | 1.9% | +0.4% | 0.001% | |
| 5/14/2025 | Note Advisors LLC | 3,725 | $643K | 0.5% | -16.2% | 0.000% | |
| 5/14/2025 | CreativeOne Wealth LLC | 461,845 | $79.78M | 2.4% | +3.1% | 0.029% | |
| 5/14/2025 | Ieq Capital LLC | 93,178 | $16.10M | 0.1% | +124.6% | 0.006% | |
| 5/14/2025 | Warwick Investment Management Inc. | 250,325 | $43.24M | 9.0% | +9.3% | 0.016% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 21,829 | $3.77M | 0.5% | -26.0% | 0.001% | |
