| 6/4/2025 | First Hawaiian Bank | 10,369 | $700K | 0.0% | +4.4% | 0.080% | |
| 5/27/2025 | Jacobi Capital Management LLC | 6,350 | $429K | 0.0% | +5.8% | 0.049% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 562 | $38K | 0.0% | +37.1% | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 91,313 | $6.17M | 0.0% | -8.1% | 0.706% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 6,570 | $444K | 0.1% | +3.3% | 0.051% | |
| 5/14/2025 | Widmann Financial Services Inc. | 9,265 | $626K | 0.5% | +47.9% | 0.072% | |
| 5/14/2025 | Comerica Bank | 35,173 | $2.38M | 0.0% | -2.4% | 0.272% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 26,873 | $1.82M | 0.0% | +7.5% | 0.208% | |
| 5/14/2025 | Venture Visionary Partners LLC | 9,885 | $668K | 0.0% | -49.9% | 0.076% | |
| 5/13/2025 | Tyler Stone Wealth Management | 3,390 | $229K | 0.0% | +10.4% | 0.026% | |
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| 5/13/2025 | Sei Investments Co. | 55,582 | $3.75M | 0.0% | -0.7% | 0.430% | |
| 5/13/2025 | Heck Capital Advisors LLC | 1,425 | $96K | 0.0% | -99.6% | 0.011% | |
| 5/13/2025 | Dagco Inc. | 73,725 | $4.98M | 1.6% | +0.6% | 0.570% | |
| 5/13/2025 | HighTower Advisors LLC | 19,730 | $1.33M | 0.0% | +3.6% | 0.153% | |
| 5/12/2025 | Polen Capital Management LLC | 53,317 | $3.60M | 0.0% | +12.0% | 0.412% | |
| 5/12/2025 | Alesco Advisors LLC | 15,828 | $1.07M | 0.0% | -5.9% | 0.122% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 3,908 | $264K | 0.2% | -65.1% | 0.030% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 626 | $42K | 0.0% | N/A | 0.005% | |
| 5/8/2025 | Commerce Bank | 125,645 | $8.49M | 0.1% | +46.8% | 0.972% | |
| 5/8/2025 | US Bancorp DE | 416 | $28K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 4,081 | $276K | 0.0% | +10.7% | 0.032% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 872 | $59K | 0.0% | N/A | 0.007% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 12,532 | $846K | 0.0% | -5.0% | 0.097% | |
| 5/7/2025 | LPL Financial LLC | 135,206 | $9.13M | 0.0% | +1.5% | 1.046% | |
| 5/6/2025 | BCM Advisors LLC | 234,958 | $16.16M | 3.6% | +1.4% | 1.817% | |
| 5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 2,223 | $150K | 0.0% | -20.8% | 0.017% | |
| 5/6/2025 | Clifford Swan Investment Counsel LLC | 40,530 | $2.74M | 0.1% | -1.2% | 0.313% | |
| 5/5/2025 | IFP Advisors Inc | 5,645 | $381K | 0.0% | +3.3% | 0.044% | |
| 5/5/2025 | Private Advisor Group LLC | 6,201 | $419K | 0.0% | -2.8% | 0.048% | |
| 5/1/2025 | CWM LLC | 145,130 | $9.80M | 0.0% | +11.2% | 1.122% | |
| 5/1/2025 | Country Club Bank | 75,130 | $5.03M | 0.3% | -10.4% | 0.581% | |
| 4/30/2025 | MJP Associates Inc. ADV | 6,007 | $406K | 0.1% | -3.3% | 0.046% | |
| 4/30/2025 | Allworth Financial LP | 55,287 | $3.66M | 0.0% | +17.6% | 0.428% | |
| 4/30/2025 | Bridges Investment Management Inc. | 4,051 | $274K | 0.0% | +5.1% | 0.031% | |
| 4/30/2025 | Brown Advisory Inc. | 17,744 | $1.20M | 0.0% | +32.3% | 0.137% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 59,985 | $4.05M | 0.0% | +0.3% | 0.464% | |
| 4/29/2025 | Fund Evaluation Group LLC | 486,370 | $32.85M | 1.4% | +30.3% | 3.762% | |
| 4/28/2025 | Keybank National Association OH | 51,871 | $3.50M | 0.0% | -55.7% | 0.401% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 3,250 | $220K | 0.0% | -9.3% | 0.025% | |
| 4/24/2025 | Aspect Partners LLC | 1,390 | $94K | 0.1% | N/A | 0.011% | |
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| 4/23/2025 | Steph & Co. | 5,900 | $398K | 0.1% | N/A | 0.046% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,448 | $976K | 0.0% | +9.4% | 0.112% | |
| 4/22/2025 | MBE Wealth Management LLC | 5,713 | $386K | 0.2% | +12.9% | 0.044% | |
| 4/22/2025 | PFG Investments LLC | 4,796 | $324K | 0.0% | -18.8% | 0.037% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 5,521 | $373K | 0.1% | +21.2% | 0.043% | |
| 4/18/2025 | CENTRAL TRUST Co | 628,798 | $42.47M | 1.0% | +0.1% | 4.901% | |
| 4/16/2025 | Founders Grove Wealth Partners LLC | 4,741 | $320K | 0.1% | N/A | 0.037% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 138,103 | $9.33M | 0.1% | +2.8% | 1.076% | |
| 4/15/2025 | Corrigan Financial Inc. | 34,887 | $2.36M | 0.5% | -6.4% | 0.272% | |
| 4/14/2025 | Courier Capital LLC | 11,989 | $810K | 0.1% | N/A | 0.093% | |
| 4/14/2025 | Financial Advisory Corp | 24,075 | $1.63M | 0.3% | +1.5% | 0.189% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 6,857 | $463K | 0.2% | -3.7% | 0.054% | |
| 4/10/2025 | Bremer Bank National Association | 35,974 | $2.43M | 0.4% | +1.1% | 0.283% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 3,071 | $207K | 0.2% | N/A | 0.024% | |
| 4/7/2025 | Tompkins Financial Corp | 4,164 | $281K | 0.0% | +9.8% | 0.033% | |
| 4/3/2025 | First Hawaiian Bank | 10,369 | $700K | 0.0% | +4.4% | 0.082% | |
| 2/26/2025 | Financial Advisory Corp | 23,716 | $1.68M | 0.3% | N/A | 0.186% | |
| 2/25/2025 | Heck Capital Advisors LLC | 360,656 | $25.55M | 1.5% | N/A | 2.835% | |
| 2/17/2025 | Silvercrest Asset Management Group LLC | 9,290 | $658K | 0.0% | -8.1% | 0.073% | |
| 2/17/2025 | Cetera Investment Advisers | 5,547 | $393K | 0.0% | -15.3% | 0.044% | |
| 2/17/2025 | Baird Financial Group Inc. | 53,610 | $3.80M | 0.0% | -7.8% | 0.421% | |
| 2/17/2025 | Bank of America Corp DE | 810,951 | $57.45M | 0.0% | -0.2% | 6.375% | |
| 2/17/2025 | Ameriprise Financial Inc. | 91,035 | $6.45M | 0.0% | -8.7% | 0.716% | |
| 2/17/2025 | Aristotle Capital Management LLC | 92,845 | $6.58M | 0.0% | +5.5% | 0.730% | |
| 2/14/2025 | South Plains Financial Inc. | 10,500 | $744K | 0.6% | N/A | 0.083% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 17,736 | $1.26M | 0.0% | +7.9% | 0.139% | |
| 2/14/2025 | Comerica Bank | 36,031 | $2.55M | 0.0% | -1.2% | 0.283% | |
| 2/14/2025 | Firestone Capital Management | 6,612 | $468K | 0.1% | +3.2% | 0.052% | |
| 2/14/2025 | Susquehanna International Group LLP | 33,478 | $2.37M | 0.0% | +231.0% | 0.263% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 10,977 | $778K | 0.0% | +1.9% | 0.086% | |
| 2/14/2025 | MML Investors Services LLC | 39,709 | $2.81M | 0.0% | +2.5% | 0.312% | |
| 2/14/2025 | Edgar Lomax Co. VA | 3,363 | $238K | 0.0% | N/A | 0.026% | |
| 2/14/2025 | Commerce Bank | 85,595 | $6.06M | 0.0% | -7.5% | 0.673% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 17,328 | $1.23M | 1.3% | N/A | 0.136% | |
| 2/13/2025 | Dagco Inc. | 73,300 | $5.19M | 1.7% | -4.1% | 0.576% | |
| 2/13/2025 | Mariner LLC | 35,799 | $2.54M | 0.0% | -3.4% | 0.281% | |
| 2/13/2025 | Raymond James Financial Inc. | 32,321 | $2.29M | 0.0% | N/A | 0.254% | |
| 2/13/2025 | Cerity Partners LLC | 61,237 | $4.34M | 0.0% | N/A | 0.481% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 59,782 | $4.24M | 0.0% | +2.1% | 0.470% | |
| 2/13/2025 | Wells Fargo & Company MN | 157,022 | $11.12M | 0.0% | +2.7% | 1.234% | |
| 2/13/2025 | Islay Capital Management LLC | 10,412 | $738K | 0.5% | -3.7% | 0.082% | |
| 2/13/2025 | Smith Moore & CO. | 5,587 | $396K | 0.0% | -13.9% | 0.044% | |
| 2/12/2025 | Nottingham Advisors Inc. | 12,903 | $914K | 0.1% | +7.0% | 0.101% | |
| 2/12/2025 | Fund Evaluation Group LLC | 373,201 | $26.44M | 1.2% | +25.0% | 2.934% | |
| 2/12/2025 | Joseph Group Capital Management | 6,173 | $437K | 0.2% | +11.0% | 0.049% | |
| 2/12/2025 | Brown Brothers Harriman & Co. | 8,963 | $635K | 0.0% | +188.2% | 0.070% | |
| 2/12/2025 | Sellwood Investment Partners LLC | 5,376 | $381K | 0.2% | N/A | 0.042% | |
| 2/12/2025 | Journey Beyond Wealth LLC | 7,290 | $516K | 0.5% | N/A | 0.057% | |
| 2/11/2025 | Hirtle Callaghan & Co LLC | 80,375 | $5.69M | 0.2% | +0.4% | 0.632% | |
| 2/11/2025 | LPL Financial LLC | 133,248 | $9.44M | 0.0% | +31.9% | 1.048% | |
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| 2/11/2025 | Sei Investments Co. | 55,966 | $3.97M | 0.0% | -5.8% | 0.440% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 36,086 | $2.56M | 0.2% | -5.8% | 0.284% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 554 | $39K | 0.0% | N/A | 0.004% | |
| 2/10/2025 | Polen Capital Management LLC | 47,625 | $3.37M | 0.0% | -13.0% | 0.374% | |
| 2/10/2025 | Atlanta Consulting Group Advisors LLC | 38,217 | $2.71M | 1.0% | +0.6% | 0.300% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 30,564 | $2.17M | 0.0% | +7.8% | 0.240% | |
| 2/7/2025 | HighTower Advisors LLC | 19,043 | $1.35M | 0.0% | -8.6% | 0.150% | |
| 2/7/2025 | Natural Investments LLC | 3,925 | $278K | 0.1% | N/A | 0.031% | |
| 2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 2,806 | $219K | 0.0% | +66.8% | 0.022% | |
| 2/6/2025 | Raymond James Financial Inc. | 32,321 | $2.29M | 0.0% | N/A | 0.254% | |
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