| 5/16/2025 | NewEdge Advisors LLC | 3,061 | $153K | 0.0% | -80.9% | 0.002% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,915 | $296K | 0.0% | -22.9% | 0.004% | |
| 5/15/2025 | OLD Mission Capital LLC | 11,293 | $565K | 0.0% | +9.2% | 0.008% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 547 | $27K | 0.0% | +1,063.8% | 0.000% | |
| 5/12/2025 | JPMorgan Chase & Co. | 15,011,721 | $750.44M | 0.1% | +5.3% | 10.982% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,130 | $206K | 0.2% | N/A | 0.003% | |
| 5/7/2025 | NYL Investors LLC | 323,700 | $16.18M | 1.0% | +3.2% | 0.237% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 13,937 | $697K | 0.2% | +2.3% | 0.010% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 18,513 | $939K | 0.4% | -1.8% | 0.014% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 26,035 | $1.30M | 0.0% | -7.9% | 0.019% | |
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| 5/2/2025 | BIP Wealth LLC | 172,369 | $8.62M | 0.6% | +3.3% | 0.126% | |
| 5/1/2025 | Fifth Third Securities Inc. | 13,887 | $694K | 0.1% | +6.3% | 0.010% | |
| 4/30/2025 | Christopher J. Hasenberg Inc | 2,016 | $101K | 0.0% | +11.6% | 0.001% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 21,259 | $1.06M | 0.2% | +11.7% | 0.016% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 522,072 | $26.10M | 5.7% | N/A | 0.382% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 681 | $34K | 0.0% | -26.2% | 0.000% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 18,368 | $918K | 0.2% | +15.7% | 0.013% | |
| 4/29/2025 | Bank of New York Mellon Corp | 25,285 | $1.26M | 0.0% | +221.1% | 0.019% | |
| 4/29/2025 | Olde Wealth Management LLC | 1,109 | $55K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Columbia River Financial Group LLC | 23,046 | $1.15M | 0.8% | +1.6% | 0.017% | |
| 4/28/2025 | Private Trust Co. NA | 7,098 | $355K | 0.0% | -32.9% | 0.005% | |
| 4/24/2025 | Aspect Partners LLC | 167,832 | $8.39M | 4.8% | +10.8% | 0.125% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 106,024 | $5.30M | 0.4% | +1.2% | 0.079% | |
| 4/22/2025 | Amarillo National Bank | 534,098 | $26.70M | 5.2% | +5.2% | 0.397% | |
| 4/22/2025 | Innealta Capital LLC | 14,171 | $708K | 0.4% | -13.8% | 0.011% | |
| 4/22/2025 | Appleton Partners Inc. MA | 122,989 | $6.15M | 0.5% | +5.8% | 0.091% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 12,906 | $645K | 0.1% | N/A | 0.010% | |
| 4/17/2025 | NBT Bank N A NY | 34,111 | $1.71M | 0.1% | +175.2% | 0.025% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 1,917 | $96K | 0.0% | +24.7% | 0.001% | |
| 4/15/2025 | Exchange Bank | 23,121 | $1.16M | 0.9% | -3.3% | 0.017% | |
| 4/14/2025 | Farther Finance Advisors LLC | 46,570 | $2.33M | 0.1% | +23.6% | 0.035% | |
| 4/14/2025 | Regent Peak Wealth Advisors LLC | 5,033 | $252K | 0.1% | N/A | 0.004% | |
| 4/14/2025 | WealthNavi Inc. | 3,408,794 | $170.41M | 1.9% | +33.3% | 2.531% | |
| 4/11/2025 | City State Bank | 37,875 | $1.89M | 0.6% | +3.8% | 0.028% | |
| 4/9/2025 | Future Financial Wealth Managment LLC | 26,299 | $1.32M | 1.0% | +2.1% | 0.020% | |
| 2/19/2025 | Columbia River Financial Group LLC | 22,687 | $1.13M | 0.8% | N/A | 0.019% | |
| 2/18/2025 | Sunbelt Securities Inc. | 3,716 | $186K | 0.0% | -12.0% | 0.003% | |
| 2/18/2025 | Continuum Advisory LLC | 85,018 | $4.24M | 0.5% | +1.5% | 0.072% | |
| 2/17/2025 | BIP Wealth LLC | 166,895 | $8.33M | 0.6% | +4.8% | 0.142% | |
| 2/17/2025 | BNP Paribas Financial Markets | 782 | $39K | 0.0% | N/A | 0.001% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 174,873 | $8.73M | 0.0% | -1.0% | 0.149% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 212,417 | $10.60M | 6.4% | N/A | 0.181% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 7,674 | $383K | 0.0% | N/A | 0.007% | |
| 2/14/2025 | Syon Capital LLC | 701,970 | $35.04M | 3.2% | -42.1% | 0.597% | |
| 2/13/2025 | NewEdge Advisors LLC | 16,047 | $801K | 0.0% | +10.5% | 0.014% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 151,485 | $7.56M | 0.1% | -2.8% | 0.129% | |
| 2/12/2025 | OLD Mission Capital LLC | 10,340 | $516K | 0.0% | N/A | 0.009% | |
| 2/12/2025 | JPMorgan Chase & Co. | 14,255,185 | $711.62M | 0.1% | +10.4% | 12.117% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 104,808 | $5.23M | 0.4% | -0.3% | 0.089% | |
| 2/10/2025 | Farther Finance Advisors LLC | 37,671 | $1.88M | 0.1% | +191.3% | 0.032% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 5,702 | $285K | 0.0% | +49.1% | 0.005% | |
| 2/7/2025 | NBT Bank N A NY | 12,396 | $619K | 0.0% | +3.8% | 0.011% | |
| 2/7/2025 | Horan Securities Inc. | 5,670 | $283K | 0.1% | -8.1% | 0.005% | |
| 2/7/2025 | Jackson Creek Investment Advisors LLC | 13,618 | $680K | 0.2% | +1.9% | 0.012% | |
| 2/6/2025 | WealthNavi Inc. | 2,557,308 | $127.66M | 1.5% | +22.2% | 2.174% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 28,273 | $1.41M | 0.0% | -6.3% | 0.024% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,887,870 | $343.84M | 0.3% | +9.8% | 5.855% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 1,273 | $64K | 0.0% | -69.6% | 0.001% | |
| 2/4/2025 | Bank of New York Mellon Corp | 7,874 | $393K | 0.0% | N/A | 0.007% | |
| 2/3/2025 | Bear Mountain Capital Inc. | 18,847 | $940K | 0.4% | +69.0% | 0.016% | |
| 2/3/2025 | Aspect Partners LLC | 151,483 | $7.56M | 4.4% | +0.5% | 0.129% | |
| 1/30/2025 | NYL Investors LLC | 313,700 | $15.66M | 1.4% | +1.9% | 0.267% | |
| 1/28/2025 | Appleton Partners Inc. MA | 116,301 | $5.81M | 0.4% | +3.2% | 0.099% | |
| 1/23/2025 | Hunter Associates Investment Management LLC | 19,039 | $950K | 0.1% | +3.1% | 0.016% | |
| 1/23/2025 | Fifth Third Securities Inc. | 13,068 | $652K | 0.1% | +50.5% | 0.011% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 166,256 | $8.30M | 1.3% | -2.6% | 0.141% | |
| 1/17/2025 | Finley Financial LLC | 11,530 | $573K | 0.3% | N/A | 0.010% | |
| 1/17/2025 | Exchange Bank | 23,907 | $1.19M | 1.0% | +0.9% | 0.020% | |
| 1/13/2025 | Future Financial Wealth Managment LLC | 25,748 | $1.29M | 0.9% | +2.8% | 0.022% | |
| 1/13/2025 | City State Bank | 36,475 | $1.82M | 0.6% | +1.4% | 0.031% | |
| 1/7/2025 | Horizons Wealth Management | 23,500 | $1.17M | 0.9% | -4.7% | 0.020% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,911,738 | $669.09M | 0.0% | +86.1% | 10.975% | |
| 11/15/2024 | Continuum Advisory LLC | 83,740 | $4.34M | 0.5% | +12.7% | 0.071% | |
| 11/14/2024 | Captrust Financial Advisors | 8,809 | $456K | 0.0% | -12.6% | 0.007% | |
| 11/13/2024 | Private Trust Co. NA | 10,700 | $554K | 0.1% | -3.2% | 0.009% | |
| 11/8/2024 | BIP Wealth LLC | 159,230 | $8.25M | 0.6% | +10.8% | 0.135% | |
| 11/6/2024 | NYL Investors LLC | 308,000 | $15.96M | 1.0% | +1.5% | 0.262% | |
| 11/6/2024 | Cornerstone Planning Group LLC | 1,004 | $52K | 0.0% | -45.7% | 0.001% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 766,578 | $39.72M | 0.6% | -0.8% | 0.652% | |
| 11/2/2024 | Transcendent Capital Group LLC | 2,202 | $114K | 0.1% | +31.8% | 0.002% | |
| 11/1/2024 | Leavell Investment Management Inc. | 33,230 | $1.72M | 0.1% | +5.3% | 0.028% | |
| 10/29/2024 | Innealta Capital LLC | 18,044 | $935K | 0.4% | -2.0% | 0.015% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 105,126 | $5.45M | 0.5% | -37.7% | 0.089% | |
| 10/24/2024 | Hunter Associates Investment Management LLC | 18,472 | $958K | 0.1% | +4.1% | 0.016% | |
| 10/24/2024 | Amarillo National Bank | 507,563 | $26.30M | 4.8% | +1.2% | 0.431% | |
| 10/23/2024 | Merkkuri Wealth Advisors LLC | 15,333 | $795K | 0.6% | +17.6% | 0.013% | |
| 10/23/2024 | WealthNavi Inc. | 2,092,315 | $108.42M | 1.2% | +33.4% | 1.778% | |
| 10/15/2024 | Aspect Partners LLC | 150,726 | $7.81M | 4.4% | +18.5% | 0.128% | |
| 10/10/2024 | Exchange Bank | 23,685 | $1.23M | 1.0% | -18.1% | 0.020% | |
| 10/10/2024 | City State Bank | 35,975 | $1.86M | 0.7% | +36.1% | 0.031% | |
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| 10/10/2024 | Burns Matteson Capital Management LLC | 14,027 | $727K | 0.4% | -5.0% | 0.012% | |
| 10/9/2024 | Hexagon Capital Partners LLC | 15,297 | $793K | 0.2% | -12.1% | 0.013% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 25,038 | $1.30M | 0.9% | +5.7% | 0.021% | |
| 10/5/2024 | Arkansas Financial Group Inc. | 170,731 | $8.85M | 1.4% | +4.4% | 0.145% | |
| 10/1/2024 | Appleton Partners Inc. MA | 112,723 | $5.84M | 0.4% | +0.6% | 0.096% | |
| 8/16/2024 | Sunbelt Securities Inc. | 4,385 | $219K | 0.0% | +446.8% | 0.004% | |
| 8/14/2024 | Certified Advisory Corp | 83,238 | $4.16M | 0.5% | +1.6% | 0.071% | |
| 8/13/2024 | Retirement Investment Advisors Inc. | 7,853 | $392K | 0.0% | N/A | 0.007% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 772,783 | $38.58M | 0.6% | -0.2% | 0.657% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 97,663 | $4.88M | 0.1% | -11.0% | 0.083% | |
