| 6/4/2025 | First Hawaiian Bank | 59,735 | $15.35M | 0.8% | -3.5% | 0.023% | |
| 6/2/2025 | Modern Wealth Management LLC | 91,650 | $23.56M | 0.8% | N/A | 0.036% | |
| 5/28/2025 | Jones Financial Companies Lllp | 16,130,782 | $4.12B | 3.7% | +1.3% | 6.275% | |
| 5/27/2025 | Advisors Capital Management LLC | 3,665 | $942K | 0.0% | -3.4% | 0.001% | |
| 5/23/2025 | Triune Financial Partners LLC | 1,124 | $289K | 0.1% | +50.3% | 0.000% | |
| 5/21/2025 | McAdam LLC | 10,069 | $2.59M | 0.2% | -1.8% | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 762 | $196K | 0.0% | +11.1% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 2,719 | $699K | 0.0% | +155.1% | 0.001% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 2,719 | $699K | 0.1% | +155.1% | 0.001% | |
| 5/20/2025 | Focus Partners Wealth | 405,225 | $104.16M | 0.3% | +0.3% | 0.158% | |
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| 5/20/2025 | Glenview Trust co | 26,350 | $6.77M | 0.1% | +1.1% | 0.010% | |
| 5/20/2025 | Aspen Investment Management Inc | 1,733 | $445K | 0.2% | N/A | 0.001% | |
| 5/19/2025 | SageView Advisory Group LLC | 37,351 | $9.60M | 0.4% | -38.8% | 0.015% | |
| 5/19/2025 | SCS Capital Management LLC | 114,278 | $29.37M | 0.4% | N/A | 0.044% | |
| 5/16/2025 | McIlrath & Eck LLC | 144,319 | $37.09M | 4.6% | +4.8% | 0.056% | |
| 5/16/2025 | Ascent Group LLC | 1,568 | $403K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 11,341 | $2.89M | 0.2% | -1.4% | 0.004% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 1,549 | $398K | 0.0% | -75.3% | 0.001% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 6,635 | $1.71M | 0.0% | -1.3% | 0.003% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 10,868 | $2.79M | 0.1% | +330.9% | 0.004% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 308,603 | $79.32M | 0.0% | -0.3% | 0.120% | |
| 5/16/2025 | Jones Financial Companies Lllp | 15,967,371 | $4.08B | 3.7% | +0.3% | 6.212% | |
| 5/16/2025 | Redwood Financial Network Corp | 2,094 | $538K | 0.4% | -2.6% | 0.001% | |
| 5/16/2025 | Plancorp LLC | 39,327 | $10.11M | 0.4% | +533.9% | 0.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 43,324 | $11.14M | 0.1% | -2.2% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 67,243 | $17.28M | 0.2% | +112.9% | 0.026% | |
| 5/16/2025 | Curi RMB Capital LLC | 1,370 | $352K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Alliancebernstein L.P. | 57,311 | $14.73M | 0.0% | -2.2% | 0.022% | |
| 5/16/2025 | AQR Capital Management LLC | 78,597 | $20.20M | 0.0% | +13.0% | 0.031% | |
| 5/16/2025 | Atalanta Sosnoff Capital LLC | 1,464 | $376K | 0.0% | -25.3% | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 15,935 | $4.10M | 0.0% | +26.3% | 0.006% | |
| 5/15/2025 | First Manhattan CO. LLC. | 1,276 | $328K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 6,494 | $1.67M | 0.0% | +37.8% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 781,815 | $200.95M | 0.0% | +2.1% | 0.304% | |
| 5/15/2025 | Betterment LLC | 78,016 | $20.05M | 0.0% | +137.1% | 0.030% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 1,744 | $448K | 0.2% | +3.4% | 0.001% | |
| 5/15/2025 | MAI Capital Management | 44,358 | $11.40M | 0.1% | -1.7% | 0.017% | |
| 5/15/2025 | Centric Wealth Management | 836 | $215K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 920 | $236K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Baird Financial Group Inc. | 49,968 | $12.84M | 0.0% | +0.6% | 0.019% | |
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| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,659 | $426K | 0.1% | +7.3% | 0.001% | |
| 5/15/2025 | Tumwater Wealth Management LLC | 16,510 | $4.24M | 2.2% | -0.4% | 0.006% | |
| 5/15/2025 | Evergreen Capital Management LLC | 3,397 | $873K | 0.0% | -4.8% | 0.001% | |
| 5/15/2025 | TD Capital Management LLC | 89,430 | $22.99M | 2.3% | -0.2% | 0.035% | |
| 5/15/2025 | Tortoise Investment Management LLC | 30,469 | $7.83M | 0.8% | +17.9% | 0.012% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 263,760 | $67.80M | 6.9% | +5.7% | 0.103% | |
| 5/14/2025 | BWM Planning LLC | 4,387 | $1.13M | 0.5% | -11.6% | 0.002% | |
| 5/14/2025 | CreativeOne Wealth LLC | 1,574 | $405K | 0.0% | +24.6% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 164,881 | $42.38M | 0.3% | -2.0% | 0.064% | |
| 5/14/2025 | Warwick Investment Management Inc. | 16,165 | $4.16M | 0.9% | +13.5% | 0.006% | |
| 5/14/2025 | Luminist Capital LLC | 4,835 | $1.25M | 1.3% | +2.9% | 0.002% | |
| 5/14/2025 | Comerica Bank | 133,073 | $34.20M | 0.1% | -0.1% | 0.052% | |
| 5/14/2025 | Synovus Financial Corp | 5,182 | $1.33M | 0.0% | +67.9% | 0.002% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 463 | $118K | 0.0% | +561.4% | 0.000% | |
| 5/14/2025 | Caitlin John LLC | 14,517 | $3.73M | 3.7% | -27.6% | 0.006% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,663,528 | $684.61M | 0.6% | +2.0% | 1.036% | |
| 5/14/2025 | Haverford Trust Co | 151,865 | $39.03M | 0.4% | +4.4% | 0.059% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 16,196 | $4.16M | 0.3% | +400.2% | 0.006% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 5,611 | $1.44M | 0.1% | +14.9% | 0.002% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 841 | $216K | 0.0% | -11.8% | 0.000% | |
| 5/14/2025 | Kestra Advisory Services LLC | 36,925 | $9.49M | 0.0% | -2.0% | 0.014% | |
| 5/14/2025 | Compound Planning Inc. | 21,570 | $5.54M | 0.3% | -10.9% | 0.008% | |
| 5/14/2025 | Ameriprise Financial Inc. | 777,188 | $200.13M | 0.1% | -3.8% | 0.302% | |
| 5/14/2025 | CW Advisors LLC | 4,891 | $1.26M | 0.0% | +453.3% | 0.002% | |
| 5/14/2025 | Summit Financial LLC | 8,161 | $2.10M | 0.1% | +5.4% | 0.003% | |
| 5/14/2025 | United Asset Strategies Inc. | 2,354 | $605K | 0.1% | -16.5% | 0.001% | |
| 5/14/2025 | Capital Analysts LLC | 3,957 | $1.02M | 0.0% | -1.0% | 0.002% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 64,532 | $16.59M | 1.7% | -1.8% | 0.025% | |
| 5/14/2025 | Colonial Trust Advisors | 592 | $152K | 0.0% | +101.4% | 0.000% | |
| 5/14/2025 | Bank OZK | 2,805 | $721K | 0.3% | -4.8% | 0.001% | |
| 5/14/2025 | GSG Advisors LLC | 4,900 | $1.23M | 0.4% | +30.9% | 0.002% | |
| 5/14/2025 | Petix & Botte Co | 2,530 | $650K | 0.2% | -8.0% | 0.001% | |
| 5/14/2025 | RWA Wealth Partners LLC | 4,234 | $1.09M | 0.0% | +61.3% | 0.002% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 8,553 | $2.20M | 0.0% | -3.1% | 0.003% | |
| 5/13/2025 | Northern Trust Corp | 48,111 | $12.37M | 0.0% | -0.3% | 0.019% | |
| 5/13/2025 | Brooklyn Investment Group | 485 | $125K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 10,001 | $2.57M | 0.1% | +20.3% | 0.004% | |
| 5/13/2025 | CacheTech Inc. | 76,277 | $19.39M | 3.8% | +30.9% | 0.030% | |
| 5/13/2025 | Cascade Financial Partners LLC | 21,852 | $5.62M | 0.7% | -8.8% | 0.009% | |
| 5/13/2025 | Adams Wealth Management | 75,439 | $19.39M | 3.8% | +29.5% | 0.029% | |
| 5/13/2025 | Raymond James Financial Inc. | 698,715 | $179.59M | 0.1% | -0.8% | 0.272% | |
| 5/13/2025 | Cresset Asset Management LLC | 566,132 | $145.51M | 0.7% | -0.6% | 0.220% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 5,372 | $1.38M | 0.0% | +2.1% | 0.002% | |
| 5/13/2025 | Boston Family Office LLC | 10,350 | $2.66M | 0.2% | -3.4% | 0.004% | |
| 5/13/2025 | American Investment Services Inc. | 19,244 | $4.95M | 0.9% | -1.3% | 0.007% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 6,861 | $1.76M | 0.1% | -0.8% | 0.003% | |
| 5/13/2025 | Howard Wealth Management LLC | 8,214 | $2.11M | 1.2% | +1.0% | 0.003% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 2,261 | $581K | 0.0% | -24.8% | 0.001% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 17,616 | $4.53M | 0.1% | N/A | 0.007% | |
| 5/13/2025 | Ted Buchan & Co | 4,473 | $1.15M | 0.5% | -0.9% | 0.002% | |
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| 5/13/2025 | Brooklyn FI LLC | 4,571 | $1.18M | 0.4% | -14.8% | 0.002% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 16,929 | $4.35M | 4.7% | -1.8% | 0.007% | |
| 5/13/2025 | Russell Investments Group Ltd. | 544 | $140K | 0.0% | +47.0% | 0.000% | |
| 5/13/2025 | HighTower Advisors LLC | 103,586 | $26.63M | 0.0% | -12.4% | 0.040% | |
| 5/12/2025 | AGF Management Ltd. | 269,491 | $69.27M | 0.4% | -1.9% | 0.105% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 11,697 | $3.01M | 0.4% | +1.6% | 0.005% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 57,908 | $14.88M | 0.0% | +1.8% | 0.023% | |
| 5/12/2025 | Houlihan Financial Resource Group Ltd. | 1,773 | $456K | 0.2% | -15.3% | 0.001% | |
| 5/12/2025 | Maia Wealth LLC | 1,235 | $306K | 0.1% | +12.8% | 0.000% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 6,556 | $1.69M | 0.1% | +1.7% | 0.003% | |
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