| 5/29/2025 | Plum Street Advisors LLC | 52,568 | $2.13M | 1.0% | +3.5% | 0.128% | |
| 5/21/2025 | McAdam LLC | 16,250 | $658K | 0.0% | +15.9% | 0.040% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 21,495 | $870K | 0.0% | +4.3% | 0.053% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 185,756 | $7.52M | 0.0% | N/A | 0.456% | |
| 5/16/2025 | NewEdge Advisors LLC | 92,059 | $3.73M | 0.0% | -33.2% | 0.226% | |
| 5/15/2025 | EP Wealth Advisors LLC | 53,641 | $2.17M | 0.0% | -1.2% | 0.132% | |
| 5/15/2025 | Flputnam Investment Management Co. | 19,621 | $794K | 0.0% | -68.4% | 0.048% | |
| 5/15/2025 | Royal Bank of Canada | 106,962 | $4.33M | 0.0% | +5.0% | 0.262% | |
| 5/15/2025 | MAI Capital Management | 5,580 | $226K | 0.0% | -8.9% | 0.014% | |
| 5/15/2025 | Clarity Asset Management Inc. | 95,711 | $3.88M | 2.5% | -32.6% | 0.235% | |
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| 5/14/2025 | Per Stirling Capital Management LLC. | 18,002 | $729K | 0.1% | -6.8% | 0.044% | |
| 5/14/2025 | Comerica Bank | 3,208 | $130K | 0.0% | N/A | 0.008% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,899 | $1.21M | 0.0% | -5.3% | 0.073% | |
| 5/14/2025 | Rede Wealth LLC | 7,027 | $285K | 0.1% | -5.7% | 0.017% | |
| 5/14/2025 | Capital Analysts LLC | 13,837 | $560K | 0.0% | +10.7% | 0.034% | |
| 5/14/2025 | Tradition Wealth Management LLC | 17,955 | $727K | 0.1% | +6.4% | 0.044% | |
| 5/14/2025 | Hsbc Holdings PLC | 60,630 | $2.46M | 0.0% | -6.5% | 0.149% | |
| 5/14/2025 | Forefront Analytics LLC | 555,012 | $22.47M | 25.9% | -13.1% | 1.362% | |
| 5/14/2025 | RWA Wealth Partners LLC | 159,779 | $6.47M | 0.1% | -1.2% | 0.392% | |
| 5/13/2025 | Raymond James Financial Inc. | 324,248 | $13.13M | 0.0% | +4.9% | 0.796% | |
| 5/13/2025 | DDFG Inc | 13,141 | $532K | 0.1% | +20.3% | 0.032% | |
| 5/13/2025 | Cresset Asset Management LLC | 73,500 | $2.98M | 0.0% | +5.6% | 0.180% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 203,040 | $8.22M | 0.2% | -0.4% | 0.498% | |
| 5/13/2025 | Dagco Inc. | 2,145 | $87K | 0.0% | N/A | 0.005% | |
| 5/13/2025 | HighTower Advisors LLC | 173,110 | $7.01M | 0.0% | -2.2% | 0.425% | |
| 5/12/2025 | Maia Wealth LLC | 11,240 | $432K | 0.1% | -4.4% | 0.028% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 10,536 | $427K | 0.1% | +8.6% | 0.026% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 1,370 | $55K | 0.0% | -96.5% | 0.003% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 46,741 | $1.89M | 1.5% | -1.1% | 0.115% | |
| 5/9/2025 | Evolution Advisers Inc. | 61,312 | $2.48M | 1.2% | +8.8% | 0.150% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 8,631 | $340K | 0.0% | -5.1% | 0.021% | |
| 5/9/2025 | WealthShield Partners LLC | 35,786 | $1.45M | 0.2% | -3.4% | 0.088% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 808,263 | $32.73M | 0.0% | +5.7% | 1.983% | |
| 5/9/2025 | Blair William & Co. IL | 2,428 | $98K | 0.0% | N/A | 0.006% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 59,530 | $2.41M | 0.0% | -5.2% | 0.146% | |
| 5/8/2025 | TIAA Trust National Association | 3,860,977 | $156.33M | 0.5% | -1.8% | 9.475% | |
| 5/8/2025 | US Bancorp DE | 12,784 | $518K | 0.0% | -14.1% | 0.031% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 390,907 | $15.83M | 0.4% | -0.3% | 0.959% | |
| 5/8/2025 | Harbour Investments Inc. | 20,359 | $824K | 0.0% | -3.1% | 0.050% | |
| 5/8/2025 | RVW Wealth LLC | 8,862 | $359K | 0.0% | +25.3% | 0.022% | |
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| 5/8/2025 | NorthRock Partners LLC | 22,368 | $906K | 0.0% | -2.7% | 0.055% | |
| 5/8/2025 | Modera Wealth Management LLC | 9,470 | $383K | 0.0% | -20.5% | 0.023% | |
| 5/8/2025 | Eastern Bank | 306,033 | $12.39M | 0.2% | +120.9% | 0.751% | |
| 5/7/2025 | LPL Financial LLC | 1,310,942 | $53.08M | 0.0% | +20.6% | 3.217% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 19,042 | $771K | 0.1% | +6.6% | 0.047% | |
| 5/6/2025 | Assetmark Inc. | 94,098 | $3.81M | 0.0% | +2.4% | 0.231% | |
| 5/6/2025 | Cetera Investment Advisers | 130,943 | $5.30M | 0.0% | -14.4% | 0.321% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 15,607 | $632K | 0.0% | -2.3% | 0.038% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 25,902 | $1.05M | 0.0% | +5.6% | 0.064% | |
| 5/6/2025 | Opes Wealth Management LLC | 85,329 | $3.46M | 0.7% | +19.1% | 0.209% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 7,080 | $287K | 0.2% | +23.9% | 0.017% | |
| 5/5/2025 | WNY Asset Management LLC | 83,359 | $3.38M | 0.4% | -1.3% | 0.203% | |
| 5/5/2025 | Fountainhead AM LLC | 7,190 | $291K | 0.0% | -16.8% | 0.018% | |
| 5/5/2025 | Private Advisor Group LLC | 39,777 | $1.61M | 0.0% | -6.4% | 0.097% | |
| 5/2/2025 | Bailard Inc. | 28,420 | $1.15M | 0.0% | -14.5% | 0.069% | |
| 5/2/2025 | Concord Wealth Partners | 12,871 | $521K | 0.1% | -22.6% | 0.031% | |
| 5/2/2025 | Concord Asset Management LLC VA | 7,132 | $274K | 0.1% | -19.0% | 0.017% | |
| 5/2/2025 | First Business Financial Services Inc. | 20,949 | $848K | 0.1% | -3.3% | 0.051% | |
| 5/2/2025 | Apollon Wealth Management LLC | 9,162 | $371K | 0.0% | +17.3% | 0.022% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 30,834 | $1.25M | 0.3% | +1.2% | 0.075% | |
| 4/30/2025 | Cerity Partners LLC | 12,675 | $513K | 0.0% | +16.6% | 0.031% | |
| 4/30/2025 | Allworth Financial LP | 177,337 | $6.87M | 0.0% | -0.4% | 0.432% | |
| 4/30/2025 | Trek Financial LLC | 8,405 | $340K | 0.0% | +8.0% | 0.020% | |
| 4/30/2025 | Abound Financial LLC | 15,031 | $609K | 0.3% | -19.4% | 0.037% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 987,352 | $39.98M | 0.0% | -3.7% | 2.405% | |
| 4/29/2025 | Fund Evaluation Group LLC | 217,969 | $8.80M | 0.4% | +0.6% | 0.531% | |
| 4/29/2025 | One Day In July LLC | 83,478 | $3.38M | 0.3% | -0.7% | 0.203% | |
| 4/29/2025 | Bank of New York Mellon Corp | 181,429 | $7.35M | 0.0% | -1.4% | 0.442% | |
| 4/29/2025 | Columbia River Financial Group LLC | 8,047 | $325K | 0.2% | -9.6% | 0.020% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 15,744 | $637K | 0.1% | -17.4% | 0.038% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 2,354 | $95K | 0.0% | +14.3% | 0.006% | |
| 4/28/2025 | O Brien Wealth Partners LLC | 270,778 | $10.96M | 2.0% | -0.8% | 0.660% | |
| 4/28/2025 | Equita Financial Network Inc. | 49,367 | $2.00M | 0.7% | +9.2% | 0.120% | |
| 4/28/2025 | Penobscot Wealth Management | 6,089 | $247K | 0.1% | N/A | 0.015% | |
| 4/28/2025 | Money Design Co. Ltd. | 211,697 | $8.57M | 0.4% | -60.1% | 0.516% | |
| 4/28/2025 | Rossby Financial LCC | 13,955 | $539K | 0.2% | -9.5% | 0.034% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 52,482 | $2.13M | 0.2% | -3.4% | 0.128% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 101,675 | $4.12M | 0.2% | -41.5% | 0.248% | |
| 4/25/2025 | Trademark Financial Management LLC | 26,771 | $1.08M | 0.8% | -2.5% | 0.065% | |
| 4/24/2025 | BSW Wealth Partners | 121,048 | $4.90M | 0.7% | -11.9% | 0.295% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 58,664 | $2.38M | 0.6% | -19.2% | 0.143% | |
| 4/24/2025 | Trust Co. of Vermont | 714 | $29K | 0.0% | N/A | 0.002% | |
| 4/24/2025 | Falcon Wealth Planning | 22,775 | $922K | 0.1% | +25.7% | 0.055% | |
| 4/23/2025 | Western Wealth Management LLC | 6,106 | $247K | 0.0% | N/A | 0.015% | |
| 4/23/2025 | Lifelong Wealth Advisors Inc. | 6,378 | $258K | 0.1% | -8.1% | 0.016% | |
| 4/23/2025 | Perigon Wealth Management LLC | 5,932 | $240K | 0.0% | N/A | 0.014% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,246 | $50K | 0.0% | +100.0% | 0.003% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 14,138 | $572K | 0.1% | -42.9% | 0.034% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 14,492 | $587K | 0.1% | +2.9% | 0.035% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 46,059 | $1.87M | 0.0% | N/A | 0.112% | |
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| 4/22/2025 | Flagship Harbor Advisors LLC | 6,196 | $251K | 0.0% | +6.8% | 0.015% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 468,325 | $18.96M | 0.1% | -4.5% | 1.141% | |
| 4/22/2025 | PFG Investments LLC | 10,835 | $439K | 0.0% | -4.4% | 0.026% | |
| 4/21/2025 | Sincerus Advisory LLC | 34,533 | $1.40M | 1.5% | -1.5% | 0.084% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 6,821 | $276K | 0.0% | N/A | 0.017% | |
| 4/21/2025 | Marino Stram & Associates LLC | 62,544 | $2.53M | 0.6% | -27.5% | 0.152% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 21,094 | $854K | 0.0% | -15.4% | 0.051% | |
| 4/18/2025 | Colorado Capital Management Inc. | 11,164 | $452K | 0.2% | +13.5% | 0.027% | |
| 4/17/2025 | Vicus Capital | 96,333 | $3.90M | 0.4% | -2.0% | 0.235% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,878 | $278K | 0.0% | N/A | 0.017% | |
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