| 7/21/2025 | Greenwood Capital Associates LLC | 3,542 | $1.24M | 0.2% | +22.1% | 0.008% | |
| 7/21/2025 | 1900 Wealth Management LLC | 1,615 | $567K | 0.0% | -4.3% | 0.004% | |
| 7/18/2025 | Tanager Wealth Management LLP | 39,424 | $13.84M | 1.6% | +2.3% | 0.087% | |
| 7/18/2025 | Naples Global Advisors LLC | 3,348 | $1.18M | 0.1% | +90.2% | 0.007% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 625 | $219K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Pure Financial Advisors LLC | 3,704 | $1.30M | 0.0% | +1.8% | 0.008% | |
| 7/18/2025 | USA Financial Formulas | 2,246 | $788K | 0.1% | -15.8% | 0.005% | |
| 7/18/2025 | Heritage Financial Services LLC | 5,537 | $1.94M | 0.2% | -3.9% | 0.012% | |
| 7/18/2025 | Vigilare Wealth Management | 21,230 | $7.45M | 2.8% | N/A | 0.047% | |
| 7/18/2025 | Truist Financial Corp | 37,948 | $13.32M | 0.0% | +0.7% | 0.084% | |
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| 7/17/2025 | Greenhouse Wealth Management LLC | 1,312 | $458K | 0.3% | N/A | 0.003% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 18,164 | $6.38M | 0.3% | -0.5% | 0.040% | |
| 7/17/2025 | XML Financial LLC | 3,302 | $1.16M | 0.1% | +1.8% | 0.007% | |
| 7/17/2025 | HB Wealth Management LLC | 82,501 | $28.96M | 0.2% | +0.1% | 0.183% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 51,225 | $17.98M | 1.6% | +26.7% | 0.114% | |
| 7/17/2025 | City Holding Co. | 8,421 | $2.96M | 0.4% | -3.6% | 0.019% | |
| 7/17/2025 | Beacon Capital Management LLC | 175 | $62K | 0.0% | +96.6% | 0.000% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 878 | $308K | 0.0% | +6.3% | 0.002% | |
| 7/17/2025 | XY Planning Network Inc. | 8,613 | $3.02M | 1.0% | +40.4% | 0.019% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 6,380 | $2.24M | 1.4% | N/A | 0.014% | |
| 7/16/2025 | Augustine Asset Management Inc. | 3,714 | $1.30M | 0.3% | -1.3% | 0.008% | |
| 7/16/2025 | Ipswich Investment Management Co. Inc. | 37,885 | $13.30M | 3.2% | -0.7% | 0.084% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 2,154 | $756K | 0.1% | N/A | 0.005% | |
| 7/16/2025 | Rebalance LLC | 24,593 | $8.63M | 0.6% | +30.6% | 0.055% | |
| 7/16/2025 | Embree Financial Group | 71,754 | $25.19M | 3.8% | -0.9% | 0.159% | |
| 7/16/2025 | Dakota Wealth Management | 6,320 | $2.22M | 0.0% | -6.1% | 0.014% | |
| 7/16/2025 | Maridea Wealth Management LLC | 1,931 | $678K | 0.2% | -88.4% | 0.004% | |
| 7/16/2025 | Plancorp LLC | 1,187 | $417K | 0.0% | +13.9% | 0.003% | |
| 7/16/2025 | Moneywise Inc. | 39,085 | $13.72M | 6.4% | +5.9% | 0.087% | |
| 7/15/2025 | BigSur Wealth Management LLC | 31,700 | $11.13M | 2.8% | -9.4% | 0.070% | |
| 7/15/2025 | Well Done LLC | 2,521 | $885K | 0.2% | -18.2% | 0.006% | |
| 7/15/2025 | TD Private Client Wealth LLC | 1,670 | $586K | 0.0% | +398.5% | 0.004% | |
| 7/15/2025 | RVW Wealth LLC | 1,522 | $534K | 0.0% | +4.0% | 0.003% | |
| 7/15/2025 | Ballentine Partners LLC | 166,886 | $58.58M | 0.9% | +0.8% | 0.370% | |
| 7/15/2025 | Fifth Third Bancorp | 70,182 | $24.63M | 0.1% | -4.3% | 0.156% | |
| 7/15/2025 | Tepp RIA LLC | 819 | $287K | 0.4% | -23.0% | 0.002% | |
| 7/14/2025 | Baring Financial LLC | 2,606 | $915K | 0.7% | -2.2% | 0.006% | |
| 7/14/2025 | Golden State Equity Partners | 674 | $237K | 0.0% | -5.3% | 0.001% | |
| 7/14/2025 | Proathlete Wealth Management LLC | 76 | $27K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Lakeshore Financial Planning Inc. | 9,149 | $3.21M | 1.3% | -0.3% | 0.020% | |
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| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 8,445 | $2.96M | 0.1% | -8.6% | 0.019% | |
| 7/14/2025 | Park Avenue Securities LLC | 3,119 | $1.10M | 0.0% | N/A | 0.007% | |
| 7/14/2025 | Sowell Financial Services LLC | 12,640 | $4.44M | 0.2% | -9.6% | 0.028% | |
| 7/11/2025 | BTC Capital Management Inc. | 17,567 | $6.17M | 0.5% | -3.2% | 0.039% | |
| 7/11/2025 | UMB Bank n.a. | 36,133 | $12.68M | 0.2% | -6.3% | 0.080% | |
| 7/11/2025 | William Howard & Co Financial Advisors Inc | 15,025 | $5.27M | 4.6% | +0.8% | 0.033% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 37,445 | $13.33M | 0.0% | +4.1% | 0.083% | |
| 7/10/2025 | Brooklyn FI LLC | 77,290 | $27.13M | 7.0% | +1.7% | 0.171% | |
| 7/9/2025 | Finley Financial LLC | 70,441 | $24.73M | 12.4% | -0.4% | 0.156% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 13,366 | $4.69M | 0.7% | -7.1% | 0.030% | |
| 7/9/2025 | O Brien Wealth Partners LLC | 50,846 | $17.85M | 2.8% | -0.6% | 0.113% | |
| 7/9/2025 | Procyon Advisors LLC | 575 | $202K | 0.0% | -74.5% | 0.001% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 3,500 | $1.23M | 0.1% | -12.5% | 0.008% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 2,262 | $794K | 0.1% | -12.7% | 0.005% | |
| 7/9/2025 | Post Resch Tallon Group Inc. | 23,722 | $8.33M | 8.0% | -0.1% | 0.053% | |
| 7/9/2025 | Epiq Partners LLC | 59,192 | $20.78M | 10.6% | +3.4% | 0.131% | |
| 7/9/2025 | Fiduciary Alliance LLC | 1,700 | $597K | 0.0% | N/A | 0.004% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 70 | $25K | 0.0% | -99.9% | 0.000% | |
| 7/9/2025 | Veracity Capital LLC | 1,401 | $492K | 0.2% | +2.5% | 0.003% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 200 | $70K | 0.0% | N/A | 0.000% | |
| 7/8/2025 | Strategic Advocates LLC | 574 | $201K | 0.1% | N/A | 0.001% | |
| 7/8/2025 | Apella Capital LLC | 6,190 | $2.19M | 0.1% | -3.8% | 0.014% | |
| 7/8/2025 | Red Spruce Capital LLC | 2,527 | $887K | 0.4% | -12.2% | 0.006% | |
| 7/8/2025 | Parallel Advisors LLC | 546 | $192K | 0.0% | +232.9% | 0.001% | |
| 7/7/2025 | Wesbanco Bank Inc. | 3,753 | $1.32M | 0.0% | +492.0% | 0.008% | |
| 7/7/2025 | Centurion Wealth Management LLC | 700 | $246K | 0.1% | N/A | 0.002% | |
| 7/3/2025 | First Hawaiian Bank | 9,197 | $3.23M | 0.4% | -1.6% | 0.020% | |
| 7/3/2025 | McLean Asset Management Corp | 1,651 | $583K | 0.2% | +115.8% | 0.004% | |
| 7/3/2025 | Stairway Partners LLC | 63,144 | $22.16M | 1.3% | -3.0% | 0.140% | |
| 7/1/2025 | Rowlandmiller & PARTNERS.ADV | 285 | $100K | 0.0% | N/A | 0.001% | |
| 6/17/2025 | Howe & Rusling Inc. | 906 | $288K | 0.0% | +285.5% | 0.002% | |
| 6/12/2025 | Sheets Smith Investment Management | 1,044 | $332K | 0.3% | -93.8% | 0.002% | |
| 6/4/2025 | First Hawaiian Bank | 9,346 | $2.97M | 0.1% | -6.9% | 0.021% | |
| 6/2/2025 | Cim Investment Management Inc. | 1,423 | $465K | 0.1% | +88.5% | 0.003% | |
| 6/2/2025 | Modern Wealth Management LLC | 2,330 | $740K | 0.0% | +278.9% | 0.005% | |
| 5/29/2025 | Rhumbline Advisers | 22,041 | $7.00M | 0.0% | -62.7% | 0.049% | |
| 5/23/2025 | Triune Financial Partners LLC | 18,175 | $5.77M | 1.8% | +0.2% | 0.040% | |
| 5/22/2025 | WBI Investments LLC | 15,459 | $4.91M | 1.3% | +3.1% | 0.034% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 100,966 | $32.07M | 1.1% | -4.7% | 0.220% | |
| 5/20/2025 | Focus Partners Wealth | 364,681 | $115.84M | 0.3% | +0.0% | 0.795% | |
| 5/20/2025 | Nepc LLC | 14,117 | $4.48M | 0.1% | N/A | 0.031% | |
| 5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 8,757 | $2.78M | 1.7% | -0.8% | 0.019% | |
| 5/19/2025 | SCS Capital Management LLC | 1,902,762 | $604.39M | 7.7% | +9.0% | 4.150% | |
| 5/16/2025 | Ascent Group LLC | 2,808 | $892K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 721 | $229K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 1,731 | $550K | 0.0% | -6.4% | 0.004% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 918,200 | $291.66M | 0.0% | +46.1% | 2.040% | |
| 5/16/2025 | Jones Financial Companies Lllp | 93,025 | $29.55M | 0.0% | -17.5% | 0.203% | |
| 5/16/2025 | Sheridan Capital Management LLC | 19,789 | $6.29M | 4.6% | -0.8% | 0.043% | |
| 5/16/2025 | Punch & Associates Investment Management Inc. | 4,614 | $1.47M | 0.1% | -2.3% | 0.010% | |
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| 5/16/2025 | Nepc LLC | 14,117 | $4.48M | 0.1% | N/A | 0.031% | |
| 5/16/2025 | NewEdge Advisors LLC | 13,717 | $4.36M | 0.0% | +1.1% | 0.030% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 4,559 | $1.45M | 0.0% | -16.8% | 0.010% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 4,311 | $1.37M | 0.0% | -89.3% | 0.009% | |
| 5/16/2025 | Curi RMB Capital LLC | 1,953 | $620K | 0.0% | -75.6% | 0.004% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 504 | $160K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 8,152 | $2.59M | 0.0% | +15.5% | 0.018% | |
| 5/16/2025 | AlTi Global Inc. | 41,215 | $13.09M | 0.3% | -10.4% | 0.090% | |
| 5/15/2025 | UNC Management Company Inc. | 577,129 | $183.32M | 19.7% | +0.3% | 1.259% | |
| 5/15/2025 | Family Office Research LLC | 9,261 | $2.94M | 1.4% | -11.1% | 0.020% | |
