| 5/20/2025 | Focus Partners Wealth | 141,181 | $7.72M | 0.0% | -2.2% | 0.124% | |
| 5/20/2025 | Nepc LLC | 709,810 | $38.81M | 1.1% | +2.7% | 0.625% | |
| 5/16/2025 | Great Lakes Advisors LLC | 174,921 | $9.56M | 0.1% | +30.6% | 0.154% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 12,425 | $679K | 0.0% | +2.3% | 0.011% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 453,807 | $24.81M | 0.0% | -17.2% | 0.400% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,783 | $97K | 0.0% | -48.2% | 0.002% | |
| 5/16/2025 | Nepc LLC | 709,810 | $38.81M | 1.1% | +2.7% | 0.625% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,258 | $69K | 0.0% | +17.9% | 0.001% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 60,044 | $3.28M | 0.0% | N/A | 0.053% | |
| 5/16/2025 | Hancock Whitney Corp | 181,894 | $9.94M | 0.3% | +3.9% | 0.160% | |
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| 5/16/2025 | Aprio Wealth Management LLC | 32,682 | $1.79M | 0.2% | N/A | 0.029% | |
| 5/15/2025 | Royal Bank of Canada | 132,565 | $7.25M | 0.0% | -5.9% | 0.117% | |
| 5/15/2025 | MAI Capital Management | 506,765 | $27.71M | 0.2% | +38.3% | 0.446% | |
| 5/15/2025 | OLD Mission Capital LLC | 290,146 | $15.86M | 0.2% | N/A | 0.256% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 1,173,644 | $64.16M | 0.1% | +3.0% | 1.034% | |
| 5/15/2025 | Oarsman Capital Inc. | 8,292 | $453K | 0.1% | N/A | 0.007% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 5,484 | $300K | 0.1% | -13.6% | 0.005% | |
| 5/14/2025 | Comerica Bank | 42,676 | $2.33M | 0.0% | +6.1% | 0.038% | |
| 5/14/2025 | Freedom Investment Management Inc. | 8,203 | $448K | 0.0% | +13.3% | 0.007% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 858 | $47K | 0.0% | +508.5% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 44,181 | $2.42M | 0.0% | +12.0% | 0.039% | |
| 5/14/2025 | Compound Planning Inc. | 7,580 | $414K | 0.0% | +18.9% | 0.007% | |
| 5/14/2025 | 1832 Asset Management L.P. | 2,096,724 | $114.63M | 0.1% | -2.8% | 1.847% | |
| 5/14/2025 | Capital Analysts LLC | 11,206 | $613K | 0.0% | +4.8% | 0.010% | |
| 5/14/2025 | Forefront Analytics LLC | 6,808 | $372K | 0.4% | -91.5% | 0.006% | |
| 5/13/2025 | Northern Trust Corp | 25,997,069 | $1.42B | 0.2% | +10.5% | 22.905% | |
| 5/13/2025 | Raymond James Financial Inc. | 156,866 | $8.58M | 0.0% | +59.6% | 0.138% | |
| 5/13/2025 | Cresset Asset Management LLC | 7,077 | $387K | 0.0% | -4.9% | 0.006% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 161,287 | $8.82M | 0.0% | -17.0% | 0.142% | |
| 5/13/2025 | Fox Hill Wealth Management | 14,788 | $808K | 0.5% | -1.8% | 0.013% | |
| 5/13/2025 | HighTower Advisors LLC | 152,564 | $8.34M | 0.0% | +10.8% | 0.134% | |
| 5/12/2025 | Benjamin Edwards Inc. | 4,463 | $244K | 0.0% | -4.0% | 0.004% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 34,285 | $1.87M | 0.6% | -1.8% | 0.030% | |
| 5/12/2025 | Maryland State Retirement & Pension System | 100,426 | $5.49M | 0.1% | +284.8% | 0.088% | |
| 5/9/2025 | Deutsche Bank AG | 1,680 | $92K | 0.0% | -98.8% | 0.001% | |
| 5/9/2025 | Wealthspire Advisors LLC | 440,038 | $24.06M | 0.1% | +0.3% | 0.388% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,129 | $335K | 0.0% | -34.3% | 0.005% | |
| 5/9/2025 | Capstone Financial Advisors Inc. | 110,840 | $6.06M | 0.4% | -10.6% | 0.098% | |
| 5/9/2025 | Blair William & Co. IL | 2,801 | $153K | 0.0% | +22.9% | 0.002% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 944,044 | $51.61M | 0.0% | -4.1% | 0.832% | |
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| 5/8/2025 | IFG Advisory LLC | 52,186 | $2.85M | 0.2% | +167.6% | 0.046% | |
| 5/8/2025 | Moors & Cabot Inc. | 5,951 | $325K | 0.0% | +9.4% | 0.005% | |
| 5/8/2025 | US Bancorp DE | 1,775,151 | $97.05M | 0.6% | +4.0% | 1.564% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 76,143 | $4.02M | 0.4% | -4.5% | 0.067% | |
| 5/8/2025 | EFG Asset Management Americas Corp. | 77,669 | $4.25M | 0.9% | +5.0% | 0.068% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 8,008 | $438K | 0.2% | N/A | 0.007% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 32,268 | $1.76M | 0.0% | -9.6% | 0.028% | |
| 5/7/2025 | Mackenzie Financial Corp | 71,529 | $3.91M | 0.0% | -7.7% | 0.063% | |
| 5/7/2025 | LPL Financial LLC | 8,233,568 | $450.13M | 0.2% | +5,323.6% | 7.254% | |
| 5/7/2025 | Motco | 7,947 | $434K | 0.0% | +36.3% | 0.007% | |
| 5/6/2025 | Cetera Investment Advisers | 75,509 | $4.13M | 0.0% | -1.8% | 0.067% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 3,821 | $209K | 0.1% | N/A | 0.003% | |
| 5/6/2025 | Y Intercept Hong Kong Ltd | 13,864 | $758K | 0.1% | N/A | 0.012% | |
| 5/5/2025 | OneAscent Financial Services LLC | 25,337 | $1.39M | 0.1% | +27.9% | 0.022% | |
| 5/5/2025 | Private Advisor Group LLC | 26,985 | $1.48M | 0.0% | +472.4% | 0.024% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 45,148 | $2.47M | 0.0% | +3.2% | 0.040% | |
| 5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 47,140 | $2.58M | 0.9% | -6.4% | 0.042% | |
| 5/1/2025 | Corrado Advisors LLC | 36,313 | $1.99M | 1.3% | +5.9% | 0.032% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 59,320 | $3.24M | 0.3% | +0.6% | 0.053% | |
| 5/1/2025 | Ballentine Partners LLC | 289,122 | $15.81M | 0.3% | -1.8% | 0.256% | |
| 5/1/2025 | Auour Investments LLC | 3,752 | $212K | 0.1% | -55.7% | 0.003% | |
| 4/30/2025 | Joseph Group Capital Management | 5,327 | $291K | 0.1% | +12.3% | 0.005% | |
| 4/30/2025 | Cerity Partners LLC | 20,677 | $1.13M | 0.0% | +70.6% | 0.018% | |
| 4/30/2025 | DMC Group LLC | 4,621 | $253K | 0.2% | N/A | 0.004% | |
| 4/30/2025 | Allworth Financial LP | 686 | $39K | 0.0% | +57.3% | 0.001% | |
| 4/30/2025 | Capital Insight Partners LLC | 83,047 | $4.54M | 0.8% | +0.6% | 0.074% | |
| 4/30/2025 | Banque Pictet & Cie SA | 29,780 | $1.63M | 0.0% | -8.7% | 0.026% | |
| 4/30/2025 | Principal Securities Inc. | 144,334 | $7.54M | 0.2% | +0.3% | 0.128% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 3,686 | $202K | 0.0% | -31.1% | 0.003% | |
| 4/30/2025 | Washington Trust Bank | 64,053 | $3.50M | 0.4% | -17.2% | 0.057% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 555,738 | $30.38M | 0.0% | -5.9% | 0.492% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,000 | $219K | 0.0% | N/A | 0.004% | |
| 4/29/2025 | Bank of New York Mellon Corp | 296,662 | $16.22M | 0.0% | -25.8% | 0.263% | |
| 4/28/2025 | Principal Financial Group Inc. | 2,051,616 | $112.16M | 0.1% | -3.7% | 1.817% | |
| 4/28/2025 | Private Trust Co. NA | 10,270 | $561K | 0.1% | N/A | 0.009% | |
| 4/28/2025 | Penobscot Wealth Management | 18,979 | $1.04M | 0.4% | N/A | 0.017% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 159,748 | $8.73M | 2.0% | +4.0% | 0.141% | |
| 4/28/2025 | Keybank National Association OH | 138,007 | $7.55M | 0.0% | -8.3% | 0.122% | |
| 4/28/2025 | Money Design Co. Ltd. | 564,350 | $30.85M | 1.5% | +4.8% | 0.500% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 41,503 | $2.27M | 0.0% | -0.9% | 0.037% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,597 | $142K | 0.0% | -45.8% | 0.002% | |
| 4/23/2025 | Perigon Wealth Management LLC | 40,000 | $2.19M | 0.1% | N/A | 0.036% | |
| 4/23/2025 | Symphony Financial Ltd. Co. | 13,644 | $746K | 0.4% | N/A | 0.012% | |
| 4/23/2025 | Continuum Advisory LLC | 854 | $47K | 0.0% | -26.8% | 0.001% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 3,882 | $212K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,586 | $1.51M | 0.0% | +14.7% | 0.025% | |
| 4/22/2025 | Sage Financial Group Inc. | 115,704 | $6.33M | 0.5% | -5.6% | 0.103% | |
| 4/22/2025 | Heartland Bank & Trust Co | 328,853 | $17.98M | 9.2% | +14.0% | 0.292% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 6,594 | $360K | 0.2% | +3.6% | 0.006% | |
| 4/22/2025 | Advisor Resource Council | 19,035 | $1.04M | 0.1% | N/A | 0.017% | |
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| 4/21/2025 | Sincerus Advisory LLC | 11,676 | $638K | 0.7% | -1.8% | 0.010% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,076 | $223K | 0.0% | -18.2% | 0.004% | |
| 4/21/2025 | Hoge Financial Services LLC | 56,202 | $3.07M | 2.1% | -18.5% | 0.050% | |
| 4/17/2025 | Louisbourg Investments Inc. | 15,657 | $856K | 0.2% | +7.3% | 0.014% | |
| 4/17/2025 | Highline Wealth Partners LLC | 1,962 | $107K | 0.0% | N/A | 0.002% | |
| 4/17/2025 | Montecito Bank & Trust | 9,427 | $515K | 0.1% | -9.9% | 0.008% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 148,733 | $8.13M | 0.0% | -7.5% | 0.133% | |
| 4/17/2025 | Abound Wealth Management | 1,633 | $89K | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 2,225 | $122K | 0.0% | +105.4% | 0.002% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 33,028 | $1.81M | 0.0% | +206.0% | 0.030% | |
