| 5/2/2025 | Bailard Inc. | 22,193 | $1.37M | 0.0% | -16.3% | 0.070% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 148,116 | $9.11M | 0.1% | -14.4% | 0.465% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 15,588 | $959K | 0.5% | -4.0% | 0.049% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 800 | $49K | 0.0% | +506.1% | 0.003% | |
| 5/2/2025 | Strata Wealth Advisors LLC | 9,555 | $588K | 0.2% | +96.1% | 0.030% | |
| 5/2/2025 | Transcendent Capital Group LLC | 3,266 | $201K | 0.1% | -7.2% | 0.010% | |
| 5/1/2025 | CWM LLC | 111,615 | $6.87M | 0.0% | +506.4% | 0.350% | |
| 5/1/2025 | Ballentine Partners LLC | 119,914 | $7.38M | 0.1% | -8.6% | 0.376% | |
| 5/1/2025 | Family Firm Inc. | 79,330 | $4.88M | 1.1% | +1.6% | 0.249% | |
| 5/1/2025 | Diversify Wealth Management LLC | 8,892 | $538K | 0.0% | -6.9% | 0.028% | |
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| 4/30/2025 | Cerity Partners LLC | 34,437 | $2.12M | 0.0% | -25.5% | 0.108% | |
| 4/30/2025 | Peddock Capital Advisors LLC | 27,081 | $1.67M | 0.4% | +5.8% | 0.085% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 7,317 | $450K | 0.0% | +6.7% | 0.023% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 25,027 | $1.54M | 0.0% | -8.7% | 0.079% | |
| 4/30/2025 | M&T Bank Corp | 479,547 | $29.51M | 0.1% | +1.5% | 1.506% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 14,392 | $886K | 0.1% | -4.8% | 0.045% | |
| 4/29/2025 | Financial Counselors Inc. | 3,430 | $211K | 0.0% | N/A | 0.011% | |
| 4/29/2025 | TD Private Client Wealth LLC | 5,043 | $310K | 0.0% | -5.3% | 0.016% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 338,189 | $20.81M | 0.0% | +4.7% | 1.044% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 86,460 | $5.32M | 1.5% | -0.5% | 0.267% | |
| 4/29/2025 | HM Payson & Co. | 450 | $28K | 0.0% | -47.1% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 262,173 | $16.13M | 0.0% | +27.2% | 0.809% | |
| 4/29/2025 | Sonata Capital Group Inc. | 17,161 | $1.06M | 0.5% | -2.0% | 0.053% | |
| 4/28/2025 | D.A. Davidson & CO. | 41,750 | $2.57M | 0.0% | -2.7% | 0.129% | |
| 4/28/2025 | Mutual Advisors LLC | 21,995 | $1.31M | 0.0% | -5.3% | 0.068% | |
| 4/28/2025 | Audent Global Asset Management LLC | 15,172 | $934K | 0.8% | -1.5% | 0.047% | |
| 4/28/2025 | Whitegate Investment Counselors Inc. | 12,915 | $795K | 0.3% | -27.1% | 0.040% | |
| 4/28/2025 | Keybank National Association OH | 243,154 | $14.96M | 0.1% | +1.4% | 0.750% | |
| 4/28/2025 | Arbor Trust Wealth Advisors LLC | 67,137 | $4.13M | 1.9% | +13.0% | 0.207% | |
| 4/25/2025 | Mather Group LLC. | 8,530 | $525K | 0.0% | +13.1% | 0.026% | |
| 4/25/2025 | Westside Investment Management Inc. | 12,128 | $746K | 0.2% | +11.7% | 0.037% | |
| 4/25/2025 | William Howard & Co Financial Advisors Inc | 158,720 | $9.77M | 9.2% | +1.1% | 0.490% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 21,191 | $1.30M | 0.1% | -10.8% | 0.065% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 37,604 | $2.31M | 0.5% | +11.0% | 0.116% | |
| 4/24/2025 | TCV Trust & Wealth Management Inc. | 19,374 | $1.19M | 0.1% | -8.4% | 0.060% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 8,460 | $521K | 0.0% | +746.0% | 0.026% | |
| 4/24/2025 | Oak Wealth Advisors LLC | 6,507 | $400K | 0.3% | +13.1% | 0.020% | |
| 4/24/2025 | Bank of Stockton | 24,883 | $1.53M | 0.5% | -35.2% | 0.077% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 5,786 | $356K | 0.0% | +4.6% | 0.018% | |
| 4/23/2025 | Bessemer Group Inc. | 4,200 | $258K | 0.0% | +40.0% | 0.013% | |
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| 4/23/2025 | Spire Wealth Management | 25,428 | $1.57M | 0.1% | -26.1% | 0.078% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 81,376 | $5.01M | 0.4% | -7.3% | 0.251% | |
| 4/23/2025 | Post Resch Tallon Group Inc. | 5,875 | $359K | 0.4% | +16.5% | 0.018% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,596 | $1.70M | 0.0% | -13.5% | 0.085% | |
| 4/22/2025 | Garde Capital Inc. | 86,605 | $5.33M | 0.3% | -3.8% | 0.267% | |
| 4/22/2025 | Brewster Financial Planning LLC | 154,379 | $9.50M | 7.0% | +2.5% | 0.476% | |
| 4/22/2025 | Advisor Resource Council | 3,488 | $215K | 0.0% | N/A | 0.011% | |
| 4/22/2025 | Arrow Investment Advisors LLC | 24,260 | $1.49M | 1.6% | -13.7% | 0.075% | |
| 4/21/2025 | Avior Wealth Management LLC | 23,792 | $1.46M | 0.1% | -5.7% | 0.073% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 39,302 | $2.42M | 0.0% | -15.4% | 0.121% | |
| 4/18/2025 | Clayton Financial Group LLC | 12,180 | $749K | 0.3% | -10.2% | 0.038% | |
| 4/18/2025 | CENTRAL TRUST Co | 6,331 | $390K | 0.0% | -3.8% | 0.020% | |
| 4/17/2025 | Sowell Financial Services LLC | 4,885 | $301K | 0.0% | N/A | 0.015% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 21,696 | $1.34M | 0.0% | +0.8% | 0.067% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 45,839 | $2.82M | 0.0% | -8.7% | 0.141% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 6,546 | $403K | 0.0% | -16.9% | 0.020% | |
| 4/15/2025 | Fifth Third Bancorp | 209,671 | $12.90M | 0.0% | -1.6% | 0.647% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 2,062 | $127K | 0.0% | -18.5% | 0.006% | |
| 4/15/2025 | Integrated Advisors Network LLC | 9,426 | $580K | 0.0% | -3.0% | 0.029% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 51,442 | $3.17M | 0.4% | -1.1% | 0.159% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 19,562 | $1.20M | 0.3% | N/A | 0.060% | |
| 4/11/2025 | First National Corp MA ADV | 32,795 | $2.02M | 0.4% | +2.8% | 0.101% | |
| 4/10/2025 | Steigerwald Gordon & Koch Inc. | 6,414 | $395K | 0.0% | -3.7% | 0.020% | |
| 4/10/2025 | Bremer Bank National Association | 7,282 | $448K | 0.1% | +11.1% | 0.022% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 7,335 | $454K | 0.0% | +6.3% | 0.023% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 254,275 | $15.65M | 1.2% | -7.0% | 0.785% | |
| 4/9/2025 | McNaughton Wealth Management LLC | 24,970 | $1.54M | 0.7% | -79.4% | 0.077% | |
| 4/9/2025 | NBC Securities Inc. | 2,133 | $131K | 0.0% | +106,550.0% | 0.007% | |
| 4/8/2025 | James J. Burns & Company LLC | 12,251 | $754K | 0.1% | -1.9% | 0.038% | |
| 4/8/2025 | IFG Advisors LLC | 231,777 | $14.26M | 2.7% | +1.9% | 0.715% | |
| 4/8/2025 | BTC Capital Management Inc. | 13,538 | $833K | 0.1% | -1.4% | 0.042% | |
| 4/8/2025 | Parallel Advisors LLC | 4,355 | $268K | 0.0% | +101.1% | 0.013% | |
| 4/7/2025 | GAMMA Investing LLC | 18,274 | $1.12M | 0.0% | N/A | 0.056% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,997 | $123K | 0.0% | +20.6% | 0.006% | |
| 4/4/2025 | Sage Capital Advisors llc | 3,825 | $235K | 0.1% | N/A | 0.012% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 50,225 | $3.03M | 0.0% | -3.4% | 0.139% | |
| 3/4/2025 | Audent Global Asset Management LLC | 15,397 | $928K | 0.6% | +16.1% | 0.042% | |
| 2/25/2025 | Integrated Advisors Network LLC | 9,714 | $585K | 0.0% | +2.0% | 0.027% | |
| 2/25/2025 | Garde Capital Inc. | 90,047 | $5.43M | 0.4% | -2.9% | 0.248% | |
| 2/24/2025 | Ameriflex Group Inc. | 2,264 | $137K | 0.1% | N/A | 0.006% | |
| 2/22/2025 | American Trust | 5,992 | $361K | 0.0% | N/A | 0.017% | |
| 2/18/2025 | Sunbelt Securities Inc. | 5,737 | $342K | 0.0% | -4.2% | 0.016% | |
| 2/18/2025 | Connecticut Wealth Management LLC | 450,373 | $27.14M | 1.3% | +7.3% | 1.242% | |
| 2/18/2025 | White Knight Strategic Wealth Advisors LLC | 27,336 | $1.65M | 0.7% | +96.4% | 0.075% | |
| 2/17/2025 | Silvercrest Asset Management Group LLC | 4,760 | $287K | 0.0% | -4.0% | 0.013% | |
| 2/17/2025 | Royal Bank of Canada | 395,846 | $23.86M | 0.0% | +3.1% | 1.092% | |
| 2/17/2025 | Pathstone Holdings LLC | 221,683 | $13.36M | 0.1% | -3.0% | 0.612% | |
| 2/17/2025 | Focus Partners Wealth | 138,829 | $8.37M | 0.0% | +433.7% | 0.383% | |
| 2/17/2025 | Fiduciary Trust Co | 68,558 | $4.13M | 0.1% | -3.2% | 0.189% | |
| 2/17/2025 | Cresset Asset Management LLC | 81,430 | $4.91M | 0.0% | -3.9% | 0.225% | |
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| 2/17/2025 | Cetera Investment Advisers | 424,975 | $25.61M | 0.1% | -2.5% | 1.172% | |
| 2/17/2025 | Captrust Financial Advisors | 41,113 | $2.48M | 0.0% | -0.4% | 0.113% | |
| 2/17/2025 | Baird Financial Group Inc. | 92,977 | $5.60M | 0.0% | +0.7% | 0.256% | |
| 2/17/2025 | Bank of America Corp DE | 808,781 | $48.74M | 0.0% | +0.5% | 2.231% | |
| 2/17/2025 | Ameriprise Financial Inc. | 139,348 | $8.40M | 0.0% | -9.2% | 0.384% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 8,735 | $526K | 0.0% | +96.6% | 0.024% | |
| 2/17/2025 | Asset Management Group Inc. | 98,366 | $5.93M | 1.1% | -0.6% | 0.271% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 39,083 | $2.36M | 0.0% | +158.2% | 0.108% | |
| 2/14/2025 | Jane Street Group LLC | 3,703 | $223K | 0.0% | N/A | 0.010% | |
| 2/14/2025 | Comerica Bank | 41,637 | $2.51M | 0.0% | +1.4% | 0.115% | |
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