| 5/20/2025 | Acorns Advisers LLC | 1,190,891 | $41.62M | 0.4% | -0.5% | 0.928% | |
| 5/16/2025 | Jones Financial Companies Lllp | 53,724 | $1.88M | 0.0% | -18.3% | 0.042% | |
| 5/16/2025 | NewEdge Advisors LLC | 78,700 | $2.75M | 0.0% | +3.8% | 0.061% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 30,888 | $1.08M | 0.0% | -21.1% | 0.024% | |
| 5/16/2025 | Amundi | 37,866 | $1.30M | 0.0% | +13.7% | 0.030% | |
| 5/15/2025 | DRW Securities LLC | 99,998 | $3.50M | 0.1% | N/A | 0.078% | |
| 5/15/2025 | Baird Financial Group Inc. | 99,825 | $3.49M | 0.0% | -2.6% | 0.078% | |
| 5/15/2025 | OLD Mission Capital LLC | 19,613 | $685K | 0.0% | -72.5% | 0.015% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,653,189 | $57.80M | 0.0% | +27.1% | 1.289% | |
| 5/14/2025 | Flow Traders U.S. LLC | 113,638 | $3.97M | 0.2% | +0.5% | 0.089% | |
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| 5/14/2025 | Partners Capital Investment Group LLP | 322,576 | $11.27M | 0.2% | -4.1% | 0.251% | |
| 5/13/2025 | Blue Edge Capital LLC | 45,481 | $1.59M | 0.3% | +11.1% | 0.035% | |
| 5/12/2025 | SouthState Corp | 2,606 | $91K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 38,146 | $1.33M | 0.7% | +1.5% | 0.030% | |
| 5/8/2025 | TIAA Trust National Association | 4,876,613 | $170.44M | 0.5% | -21.1% | 3.801% | |
| 5/8/2025 | Heritage Wealth Advisors | 39,285 | $1.37M | 0.1% | +1.7% | 0.031% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,003 | $35K | 0.0% | N/A | 0.001% | |
| 5/7/2025 | Motco | 1,877 | $66K | 0.0% | +17.5% | 0.001% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 10,194 | $356K | 0.0% | -21.1% | 0.008% | |
| 5/5/2025 | JMG Financial Group Ltd. | 37,831 | $1.32M | 0.0% | -10.9% | 0.029% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 47,727 | $1.67M | 0.6% | -3.2% | 0.037% | |
| 5/2/2025 | Whittier Trust Co. | 17,070 | $597K | 0.0% | +5.8% | 0.013% | |
| 5/1/2025 | Gould Asset Management LLC CA | 22,079 | $772K | 0.2% | -2.6% | 0.017% | |
| 5/1/2025 | Hughes Financial Services LLC | 6,240 | $219K | 0.0% | -5.8% | 0.005% | |
| 5/1/2025 | High Note Wealth LLC | 238,527 | $8.34M | 2.1% | -10.4% | 0.186% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 18,762 | $656K | 0.1% | -19.5% | 0.015% | |
| 4/30/2025 | Rogco LP | 6,150 | $215K | 0.1% | +16.8% | 0.005% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 10,820 | $378K | 0.0% | +9.1% | 0.008% | |
| 4/29/2025 | Centennial Bank AR | 28,075 | $981K | 0.5% | +1.2% | 0.022% | |
| 4/29/2025 | Bank of New York Mellon Corp | 70,823 | $2.48M | 0.0% | -2.4% | 0.055% | |
| 4/29/2025 | Strategic Blueprint LLC | 6,833 | $239K | 0.0% | -6.7% | 0.005% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 2,330 | $81K | 0.0% | -33.9% | 0.002% | |
| 4/28/2025 | First Horizon Advisors Inc. | 4,243 | $148K | 0.0% | -8.4% | 0.003% | |
| 4/28/2025 | Rossby Financial LCC | 2,756 | $96K | 0.0% | N/A | 0.002% | |
| 4/28/2025 | Money Design Co. Ltd. | 447,706 | $15.65M | 0.8% | +0.1% | 0.349% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 21,505 | $752K | 0.2% | -9.6% | 0.017% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,553 | $89K | 0.0% | +134.9% | 0.002% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 195,935 | $6.85M | 0.0% | -1.9% | 0.153% | |
| 4/22/2025 | Union Savings Bank | 3,583 | $125K | 0.1% | -15.3% | 0.003% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 10,215 | $358K | 0.0% | +12.2% | 0.008% | |
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| 4/14/2025 | Farther Finance Advisors LLC | 15,027 | $527K | 0.0% | +28.4% | 0.012% | |
| 4/8/2025 | Parallel Advisors LLC | 25,482 | $891K | 0.0% | -8.3% | 0.020% | |
| 4/7/2025 | GAMMA Investing LLC | 1,957 | $68K | 0.0% | +27,857.1% | 0.002% | |
| 4/7/2025 | AdvisorNet Financial Inc | 6,623 | $231K | 0.0% | +8.7% | 0.005% | |
| 4/4/2025 | Quent Capital LLC | 114,857 | $4.01M | 0.4% | +15.3% | 0.090% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 20,112 | $703K | 0.0% | -13.0% | 0.016% | |
| 2/25/2025 | Garde Capital Inc. | 10,022 | $335K | 0.0% | -49.3% | 0.008% | |
| 2/17/2025 | MainStreet Investment Advisors LLC | 23,317 | $779K | 0.1% | N/A | 0.018% | |
| 2/17/2025 | Gen Wealth Partners Inc | 3,922 | $131K | 0.1% | -10.2% | 0.003% | |
| 2/17/2025 | BOKF NA | 57,919 | $1.91M | 0.0% | +1.0% | 0.045% | |
| 2/17/2025 | Captrust Financial Advisors | 37,600 | $1.26M | 0.0% | -10.3% | 0.029% | |
| 2/17/2025 | Baird Financial Group Inc. | 102,526 | $3.42M | 0.0% | +3.8% | 0.080% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,300,991 | $43.43M | 0.0% | -6.9% | 1.020% | |
| 2/14/2025 | Tudor Investment Corp ET AL | 19,013 | $635K | 0.0% | N/A | 0.015% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 39,161 | $1.31M | 0.0% | -36.6% | 0.031% | |
| 2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 185,000 | $6.20M | 0.1% | -1.9% | 0.145% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 1,388 | $47K | 0.0% | +42.5% | 0.001% | |
| 2/13/2025 | Marshall Wace LLP | 6,011 | $201K | 0.0% | N/A | 0.005% | |
| 2/13/2025 | Acorns Advisers LLC | 1,196,670 | $39.96M | 0.4% | +5.5% | 0.938% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 54,526 | $1.82M | 0.0% | -1.9% | 0.043% | |
| 2/13/2025 | Blue Edge Capital LLC | 40,928 | $1.37M | 0.2% | -2.8% | 0.032% | |
| 2/12/2025 | OLD Mission Capital LLC | 71,428 | $2.39M | 0.0% | N/A | 0.056% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,079,355 | $69.43M | 0.0% | +6.0% | 1.630% | |
| 2/11/2025 | TIAA Trust National Association | 6,177,766 | $206.96M | 0.6% | +0.6% | 4.842% | |
| 2/11/2025 | Whittier Trust Co. of Nevada Inc. | 1,148 | $38K | 0.0% | +51.5% | 0.001% | |
| 2/10/2025 | Parallel Advisors LLC | 27,801 | $928K | 0.0% | +14.9% | 0.022% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 37,570 | $1.25M | 0.7% | N/A | 0.029% | |
| 2/10/2025 | Hughes Financial Services LLC | 6,624 | $221K | 0.0% | N/A | 0.005% | |
| 2/10/2025 | Mascoma Wealth Management LLC | 23,797 | $795K | 0.2% | -5.1% | 0.019% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 11,118 | $371K | 0.0% | +6.8% | 0.009% | |
| 2/7/2025 | NBT Bank N A NY | 946 | $32K | 0.0% | -44.6% | 0.001% | |
| 2/6/2025 | Jones Financial Companies Lllp | 65,726 | $2.20M | 0.0% | +11.7% | 0.052% | |
| 2/5/2025 | BlueStem Wealth Partners LLC | 12,912 | $431K | 0.1% | N/A | 0.010% | |
| 2/5/2025 | WR Wealth Planners LLC | 3,477 | $116K | 0.0% | -32.6% | 0.003% | |
| 2/5/2025 | SVB Wealth LLC | 13,372 | $446K | 0.0% | N/A | 0.010% | |
| 2/4/2025 | Bank of New York Mellon Corp | 72,573 | $2.42M | 0.0% | -4.7% | 0.057% | |
| 2/3/2025 | First Horizon Advisors Inc. | 4,632 | $155K | 0.0% | -51.5% | 0.004% | |
| 2/3/2025 | JMG Financial Group Ltd. | 42,474 | $1.42M | 0.0% | -0.9% | 0.033% | |
| 2/3/2025 | Bear Mountain Capital Inc. | 49,316 | $1.69M | 0.7% | +0.7% | 0.039% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 6,415 | $214K | 0.1% | -8.4% | 0.005% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 336,346 | $11.23M | 0.3% | -12.4% | 0.264% | |
| 1/31/2025 | Rogco LP | 5,265 | $176K | 0.1% | N/A | 0.004% | |
| 1/30/2025 | Bogart Wealth LLC | 8,710 | $291K | 0.0% | -14.0% | 0.007% | |
| 1/29/2025 | Quent Capital LLC | 99,573 | $3.33M | 0.3% | +9.5% | 0.078% | |
| 1/28/2025 | Golden State Wealth Management LLC | 1,087 | $36K | 0.0% | N/A | 0.001% | |
| 1/23/2025 | Strategic Blueprint LLC | 7,326 | $245K | 0.0% | -22.5% | 0.006% | |
| 1/23/2025 | Money Design Co. Ltd. | 447,380 | $15.00M | 0.8% | -3.1% | 0.351% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 9,107 | $304K | 0.0% | N/A | 0.007% | |
| 1/17/2025 | Avior Wealth Management LLC | 24,385 | $814K | 0.0% | -18.1% | 0.019% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 60,427 | $2.02M | 0.0% | +14.9% | 0.047% | |
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| 1/17/2025 | Finley Financial LLC | 2,420 | $81K | 0.0% | N/A | 0.002% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 23,117 | $772K | 0.0% | N/A | 0.018% | |
| 1/15/2025 | Trust Co. of Vermont | 1,560 | $52K | 0.0% | +61.8% | 0.001% | |
| 1/13/2025 | AdvisorNet Financial Inc | 6,094 | $203K | 0.0% | -46.1% | 0.005% | |
| 1/13/2025 | Eastern Bank | 158,924 | $5.31M | 0.1% | -1.1% | 0.125% | |
| 1/6/2025 | Canandaigua National Bank & Trust Co. | 30,133 | $1.01M | 0.1% | -3.1% | 0.024% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,961,054 | $71.40M | 0.0% | +4.4% | 1.542% | |
| 12/3/2024 | Garde Capital Inc. | 19,756 | $719K | 0.0% | -3.8% | 0.016% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 1,824 | $66K | 0.0% | N/A | 0.001% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 61,756 | $2.25M | 0.0% | +19.6% | 0.049% | |
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