| 6/13/2025 | Optima Capital LLC | 2,361 | $304K | 0.2% | -35.8% | 0.001% | |
| 6/10/2025 | Compass Financial Services Inc | 12,298 | $1.59M | 0.8% | +13.6% | 0.003% | |
| 6/4/2025 | First Hawaiian Bank | 159,283 | $20.54M | 1.0% | -2.2% | 0.035% | |
| 6/3/2025 | Invst LLC | 8,330 | $1.07M | 0.1% | +2.9% | 0.002% | |
| 6/2/2025 | Modern Wealth Management LLC | 5,403 | $697K | 0.0% | +24.0% | 0.001% | |
| 5/29/2025 | Apeiron RIA LLC | 80,134 | $10.33M | 3.1% | -5.9% | 0.018% | |
| 5/28/2025 | Jones Financial Companies Lllp | 1,882,559 | $240.22M | 0.2% | +15.4% | 0.412% | |
| 5/28/2025 | Silicon Valley Capital Partners | 1,292 | $165K | 0.0% | +129,100.0% | 0.000% | |
| 5/28/2025 | Wealth Management Associates Inc. | 43,048 | $5.55M | 2.4% | -1.4% | 0.009% | |
| 5/28/2025 | Intrua Financial LLC | 1,833 | $236K | 0.0% | -30.1% | 0.000% | |
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| 5/27/2025 | Jacobi Capital Management LLC | 5,180 | $668K | 0.0% | +38.8% | 0.001% | |
| 5/27/2025 | Advisors Capital Management LLC | 34,093 | $4.40M | 0.1% | +3.2% | 0.007% | |
| 5/27/2025 | SWS Partners | 4,364 | $563K | 0.2% | -6.4% | 0.001% | |
| 5/27/2025 | Iron Gate Global Advisors LLC | 86,212 | $11.12M | 1.5% | +13.9% | 0.019% | |
| 5/23/2025 | SWAN Capital LLC | 88,144 | $11.37M | 5.3% | +1.7% | 0.019% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 72,596 | $9.36M | 1.6% | +1.8% | 0.016% | |
| 5/22/2025 | Chelsea Counsel Co. | 61,800 | $7.97M | 4.3% | -1.4% | 0.014% | |
| 5/21/2025 | Westbourne Investments Inc. | 9,478 | $1.22M | 0.7% | +4.3% | 0.002% | |
| 5/21/2025 | McAdam LLC | 3,923 | $506K | 0.0% | -10.0% | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 38,506 | $4.97M | 0.2% | +7.3% | 0.008% | |
| 5/20/2025 | Focus Partners Wealth | 202,687 | $26.14M | 0.1% | -1.0% | 0.044% | |
| 5/20/2025 | Flaharty Asset Management LLC | 855 | $110K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 12,676 | $1.64M | 0.1% | N/A | 0.003% | |
| 5/20/2025 | Ransom Advisory Ltd | 721 | $93K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Glenview Trust co | 6,700 | $864K | 0.0% | -3.3% | 0.001% | |
| 5/19/2025 | SageView Advisory Group LLC | 37,529 | $4.84M | 0.2% | +6.8% | 0.008% | |
| 5/19/2025 | Advisory Alpha LLC | 3,388 | $437K | 0.0% | -10.7% | 0.001% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 47,657 | $5.92M | 2.1% | -0.5% | 0.010% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 3,169 | $409K | 0.2% | N/A | 0.001% | |
| 5/19/2025 | SCS Capital Management LLC | 1,540,670 | $198.69M | 2.5% | N/A | 0.337% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 33,311 | $4.30M | 1.1% | -0.8% | 0.007% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 28,989 | $3.65M | 1.0% | -39.6% | 0.006% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 477,068 | $61.52M | 2.7% | -0.4% | 0.104% | |
| 5/16/2025 | Faithward Advisors LLC | 4,628 | $597K | 0.1% | +12.0% | 0.001% | |
| 5/16/2025 | Ascent Group LLC | 16,954 | $2.19M | 0.1% | -2.3% | 0.004% | |
| 5/16/2025 | United Services Automobile Association | 215,991 | $27.85M | 0.9% | +2.0% | 0.047% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 12,011 | $1.55M | 0.1% | +3.7% | 0.003% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 2,176 | $281K | 0.1% | -14.4% | 0.000% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 36,668 | $4.73M | 0.1% | +68.7% | 0.008% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 12,836 | $1.66M | 0.1% | +22.2% | 0.003% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 2,055,301 | $265.05M | 0.0% | +1.0% | 0.450% | |
| 5/16/2025 | Kestra Investment Management LLC | 1,644 | $212K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,072,644 | $135.91M | 0.1% | -34.2% | 0.235% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 4,179 | $520K | 0.2% | +15.6% | 0.001% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 15,443 | $1.99M | 1.5% | N/A | 0.003% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 75,090 | $9.68M | 2.4% | +4.0% | 0.016% | |
| 5/16/2025 | Rise Advisors LLC | 881 | $114K | 0.1% | +112.8% | 0.000% | |
| 5/16/2025 | Pacific Center for Financial Services | 32,539 | $4.20M | 1.1% | +5.9% | 0.007% | |
| 5/16/2025 | New England Asset Management Inc. | 249,040 | $32.12M | 5.2% | +23.1% | 0.055% | |
| 5/16/2025 | NewEdge Advisors LLC | 298,110 | $38.44M | 0.2% | +4.6% | 0.065% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 185,019 | $23.86M | 0.3% | +0.1% | 0.040% | |
| 5/16/2025 | Investmark Advisory Group LLC | 15,598 | $2.01M | 1.0% | -3.5% | 0.003% | |
| 5/16/2025 | KDT Advisors LLC | 27,539 | $3.55M | 5.2% | +7.4% | 0.006% | |
| 5/16/2025 | Hancock Whitney Corp | 97,412 | $12.56M | 0.4% | +0.4% | 0.021% | |
| 5/16/2025 | Curi RMB Capital LLC | 4,571 | $589K | 0.0% | -38.3% | 0.001% | |
| 5/16/2025 | Bosun Asset Management LLC | 23,112 | $2.98M | 1.3% | -23.1% | 0.005% | |
| 5/16/2025 | AQR Capital Management LLC | 28,618 | $3.69M | 0.0% | +314.5% | 0.006% | |
| 5/16/2025 | AlTi Global Inc. | 14,129 | $1.82M | 0.0% | +1.1% | 0.003% | |
| 5/16/2025 | Ancora Advisors LLC | 12,666 | $1.63M | 0.0% | -4.3% | 0.003% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 2,452 | $316K | 0.1% | -15.0% | 0.001% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 190,019 | $24.51M | 3.7% | -0.1% | 0.042% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 18,500 | $2.39M | 0.0% | +21.9% | 0.004% | |
| 5/15/2025 | EP Wealth Advisors LLC | 84,258 | $10.87M | 0.1% | +24.6% | 0.018% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 81,976 | $10.57M | 0.6% | +27.9% | 0.018% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 33,168 | $4.28M | 0.1% | +44.9% | 0.007% | |
| 5/15/2025 | Alamar Capital Management LLC | 6,635 | $856K | 0.5% | +26.7% | 0.001% | |
| 5/15/2025 | Flputnam Investment Management Co. | 14,056 | $1.81M | 0.0% | +12.3% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 2,395,589 | $308.94M | 0.1% | -0.4% | 0.524% | |
| 5/15/2025 | Betterment LLC | 22,638 | $2.92M | 0.0% | +1.5% | 0.005% | |
| 5/15/2025 | MAI Capital Management | 62,937 | $8.12M | 0.1% | -0.9% | 0.014% | |
| 5/15/2025 | Calton & Associates Inc. | 1,990 | $257K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 30,023 | $3.87M | 0.7% | +19.1% | 0.007% | |
| 5/15/2025 | Hayek Kallen Investment Management | 19,279 | $2.49M | 0.9% | +1.6% | 0.004% | |
| 5/15/2025 | Titleist Asset Management LLC | 6,644 | $857K | 0.1% | +7.1% | 0.001% | |
| 5/15/2025 | Baird Financial Group Inc. | 483,914 | $62.41M | 0.1% | +3.4% | 0.106% | |
| 5/15/2025 | Evergreen Capital Management LLC | 62,838 | $8.10M | 0.3% | -3.8% | 0.014% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 2,369,045 | $305.51M | 0.3% | +4.2% | 0.519% | |
| 5/15/2025 | Safe Harbor Fiduciary LLC | 4,060 | $524K | 0.5% | +2.4% | 0.001% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 935 | $121K | 0.1% | +29.1% | 0.000% | |
| 5/15/2025 | WPG Advisers LLC | 1,769 | $228K | 0.2% | N/A | 0.000% | |
| 5/15/2025 | Hanover Advisors Inc. | 33,330 | $4.30M | 1.9% | +2.6% | 0.007% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 2,903 | $374K | 0.3% | N/A | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 106,820 | $13.78M | 0.4% | -4.5% | 0.023% | |
| 5/14/2025 | Ieq Capital LLC | 88,786 | $11.45M | 0.1% | +2.2% | 0.019% | |
| 5/14/2025 | Piedmont Capital Management LLC | 168,004 | $21.67M | 14.6% | +3.6% | 0.037% | |
| 5/14/2025 | Zuckerman Investment Group LLC | 9,414 | $1.21M | 0.1% | +1.6% | 0.002% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 56,852 | $7.33M | 1.1% | -4.9% | 0.012% | |
| 5/14/2025 | PKS Advisory Services LLC | 13,997 | $1.81M | 0.5% | +638.6% | 0.003% | |
| 5/14/2025 | Orion Capital Management LLC | 29,653 | $3.82M | 1.6% | +6.9% | 0.006% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 22,386 | $2.89M | 0.2% | +11.4% | 0.005% | |
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| 5/14/2025 | Bank of Hawaii | 288,957 | $37.26M | 2.1% | -23.4% | 0.063% | |
| 5/14/2025 | Talisman Wealth Advisors LLC | 48,991 | $6.32M | 6.3% | +3.7% | 0.011% | |
| 5/14/2025 | Brooks Moore & Associates Inc. | 2,073 | $267K | 0.2% | +10.7% | 0.000% | |
| 5/14/2025 | Luminist Capital LLC | 291 | $37K | 0.0% | -44.9% | 0.000% | |
| 5/14/2025 | Comerica Bank | 202,392 | $26.10M | 0.1% | +1.3% | 0.044% | |
| 5/14/2025 | Synovus Financial Corp | 45,515 | $5.87M | 0.1% | -3.0% | 0.010% | |
| 5/14/2025 | Oak Harvest Investment Services | 180,879 | $23.33M | 3.3% | -2.7% | 0.040% | |
| 5/14/2025 | AIMZ Investment Advisors LLC | 15,307 | $1.97M | 0.7% | +7.8% | 0.003% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 29,759 | $3.84M | 0.3% | +0.4% | 0.007% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 21,355 | $2.72M | 0.3% | +100.3% | 0.005% | |
