| 7/11/2025 | TTP Investments Inc. | 718 | $205K | 0.1% | N/A | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 25,420 | $7.25M | 0.1% | +8.1% | 0.017% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 909 | $259K | 0.0% | -81.7% | 0.001% | |
| 7/11/2025 | CX Institutional | 61,349 | $17.50M | 0.6% | -1.2% | 0.041% | |
| 7/11/2025 | UMB Bank n.a. | 1,102 | $314K | 0.0% | -3.7% | 0.001% | |
| 7/11/2025 | William Howard & Co Financial Advisors Inc | 713 | $203K | 0.2% | N/A | 0.000% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 607 | $173K | 0.1% | -9.5% | 0.000% | |
| 7/11/2025 | Addis & Hill Inc | 206,179 | $58.82M | 38.4% | -0.2% | 0.139% | |
| 7/11/2025 | LongView Wealth Management | 1,921 | $548K | 0.2% | -26.9% | 0.001% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 7,225 | $2.06M | 0.2% | +22.6% | 0.005% | |
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| 7/11/2025 | Pioneer Wealth Management Group | 21,911 | $6.25M | 2.3% | +62.8% | 0.015% | |
| 7/10/2025 | Pachira Investments Inc. | 3,841 | $1.10M | 0.8% | +4.0% | 0.003% | |
| 7/10/2025 | Oldfather Financial Services LLC | 1,881 | $537K | 0.2% | N/A | 0.001% | |
| 7/10/2025 | Trust Point Inc. | 219,163 | $62.53M | 5.9% | -6.2% | 0.148% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 149,114 | $42.54M | 12.0% | +4.0% | 0.100% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 8,852 | $2.53M | 0.2% | +0.7% | 0.006% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 3,011 | $859K | 0.0% | -3.2% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 186,108 | $53.71M | 0.1% | -1.3% | 0.125% | |
| 7/10/2025 | Atticus Wealth Management LLC | 12,268 | $3.50M | 0.9% | -0.8% | 0.008% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 3,455 | $986K | 0.3% | -2.6% | 0.002% | |
| 7/10/2025 | Moller Wealth Partners | 84,325 | $24.06M | 5.3% | -1.4% | 0.057% | |
| 7/10/2025 | Wedmont Private Capital | 40,433 | $11.64M | 0.5% | -6.9% | 0.027% | |
| 7/10/2025 | Secure Asset Management LLC | 13,552 | $3.87M | 0.7% | N/A | 0.009% | |
| 7/10/2025 | Brooklyn FI LLC | 13,009 | $3.71M | 1.0% | +184.6% | 0.009% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 14,330 | $4.09M | 0.3% | -0.3% | 0.010% | |
| 7/10/2025 | Focus Financial Network Inc. | 3,298 | $944K | 0.0% | +16.9% | 0.002% | |
| 7/10/2025 | Sovran Advisors LLC | 2,535 | $726K | 0.1% | -1.9% | 0.002% | |
| 7/10/2025 | Sunflower Bank N.A. | 209,344 | $59.73M | 15.1% | +10.4% | 0.141% | |
| 7/9/2025 | Breakwater Investment Management | 3,280 | $936K | 0.4% | +8.6% | 0.002% | |
| 7/9/2025 | Sapient Capital LLC | 11,758 | $3.37M | 0.1% | +15.2% | 0.008% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 6,848 | $1.95M | 0.1% | -18.0% | 0.005% | |
| 7/9/2025 | Breakwater Capital Group | 2,885 | $823K | 0.1% | +6.7% | 0.002% | |
| 7/9/2025 | Alesco Advisors LLC | 48,105 | $13.72M | 0.4% | -4.3% | 0.032% | |
| 7/9/2025 | Orser Capital Management LLC | 5,775 | $1.65M | 1.2% | +187.3% | 0.004% | |
| 7/9/2025 | Byrne Asset Management LLC | 712 | $203K | 0.1% | +66.7% | 0.000% | |
| 7/9/2025 | Riversedge Advisors LLC | 217,692 | $62.11M | 12.1% | +94.9% | 0.147% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 238,093 | $67.93M | 24.1% | +1.1% | 0.161% | |
| 7/8/2025 | Parisi Gray Wealth Management | 734 | $210K | 0.1% | N/A | 0.000% | |
| 7/8/2025 | Apella Capital LLC | 16,488 | $4.72M | 0.1% | +1,572.2% | 0.011% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 352,178 | $100.48M | 10.5% | +1.0% | 0.238% | |
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| 7/8/2025 | Parallel Advisors LLC | 233,612 | $66.65M | 1.3% | +5.0% | 0.158% | |
| 7/7/2025 | Horizons Wealth Management | 51,271 | $14.63M | 10.4% | +0.9% | 0.035% | |
| 7/7/2025 | Investors Research Corp | 56,172 | $16.03M | 3.1% | +7.5% | 0.038% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 1,048,931 | $299.00M | 14.0% | +0.4% | 0.707% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 757 | $216K | 0.1% | N/A | 0.001% | |
| 7/7/2025 | General Partner Inc. | 5,700 | $1.63M | 1.0% | -27.3% | 0.004% | |
| 7/7/2025 | First Community Trust NA | 5,177 | $1.48M | 1.2% | +10.0% | 0.003% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 761 | $218K | 0.0% | -6.4% | 0.001% | |
| 7/7/2025 | RDA Financial Network | 2,141 | $611K | 0.2% | +8.4% | 0.001% | |
| 7/3/2025 | First Hawaiian Bank | 60,079 | $17.14M | 2.3% | +0.6% | 0.040% | |
| 7/3/2025 | Garde Capital Inc. | 432,039 | $123.26M | 6.4% | +0.2% | 0.291% | |
| 7/2/2025 | Dentgroup LLC | 8,710 | $2.49M | 1.7% | +0.6% | 0.006% | |
| 7/1/2025 | Kera Capital Partners Inc. | 784 | $224K | 0.0% | N/A | 0.001% | |
| 6/17/2025 | Howe & Rusling Inc. | 307 | $79K | 0.0% | N/A | 0.000% | |
| 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% | |
| 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% | 0.208% | |
| 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% | |
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| 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% | |
| 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% | |
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