| 5/20/2025 | Focus Partners Wealth | 41,261 | $1.67M | 0.0% | +12.2% | 0.054% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 477,280 | $19.31M | 0.0% | -26.8% | 0.626% | |
| 5/16/2025 | Jones Financial Companies Lllp | 32,683 | $1.32M | 0.0% | +5,284.3% | 0.043% | |
| 5/16/2025 | Unconventional Investor LLC | 10,818 | $438K | 0.3% | -15.5% | 0.014% | |
| 5/16/2025 | NewEdge Advisors LLC | 57,882 | $2.34M | 0.0% | +3.7% | 0.076% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 1,251 | $51K | 0.0% | -32.9% | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 5,094 | $206K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 51,997 | $2.10M | 0.0% | -5.1% | 0.068% | |
| 5/15/2025 | Obsido Oy | 53,444 | $2.16M | 1.9% | N/A | 0.070% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 55,911 | $2.26M | 0.0% | +17.0% | 0.073% | |
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| 5/15/2025 | Royal Bank of Canada | 68,177 | $2.76M | 0.0% | +3.2% | 0.089% | |
| 5/15/2025 | Betterment LLC | 180,111 | $7.29M | 0.0% | +5.1% | 0.236% | |
| 5/15/2025 | Calton & Associates Inc. | 5,290 | $214K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | OLD Mission Capital LLC | 54,430 | $2.20M | 0.0% | N/A | 0.071% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 679,011 | $27.47M | 0.0% | -3.0% | 0.891% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 60,366 | $2.44M | 0.2% | +8.4% | 0.079% | |
| 5/14/2025 | Comerica Bank | 2,928 | $118K | 0.0% | +15.3% | 0.004% | |
| 5/14/2025 | Freedom Investment Management Inc. | 36,272 | $1.47M | 0.1% | +24.1% | 0.048% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,855 | $2.42M | 0.0% | -7.6% | 0.079% | |
| 5/14/2025 | Kestra Advisory Services LLC | 189,248 | $7.66M | 0.0% | N/A | 0.248% | |
| 5/14/2025 | Compound Planning Inc. | 9,597 | $388K | 0.0% | -46.1% | 0.013% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 39,710 | $1.61M | 0.0% | +331.0% | 0.052% | |
| 5/13/2025 | Keystone Global Partners LLC | 786 | $32K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Cresset Asset Management LLC | 14,985 | $606K | 0.0% | N/A | 0.020% | |
| 5/13/2025 | Harbor Advisory Corp MA | 12,055 | $488K | 0.2% | -7.4% | 0.016% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 11,579 | $468K | 0.0% | N/A | 0.015% | |
| 5/13/2025 | HighTower Advisors LLC | 10,895 | $441K | 0.0% | -15.2% | 0.014% | |
| 5/12/2025 | Johnson Financial Group LLC | 5,436 | $220K | 0.0% | N/A | 0.007% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 11,088 | $449K | 0.4% | -4.5% | 0.015% | |
| 5/12/2025 | Townsquare Capital LLC | 97,715 | $3.95M | 0.0% | +10.7% | 0.128% | |
| 5/12/2025 | Savvy Advisors Inc. | 6,654 | $269K | 0.0% | N/A | 0.009% | |
| 5/12/2025 | National Bank of Canada FI | 3,333 | $135K | 0.0% | +13.4% | 0.004% | |
| 5/12/2025 | Alesco Advisors LLC | 15,745 | $637K | 0.0% | +2.2% | 0.021% | |
| 5/9/2025 | Deutsche Bank AG | 45,000 | $1.82M | 0.0% | +38.1% | 0.059% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 5,711,673 | $231.09M | 0.0% | -3.1% | 7.494% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 110,830 | $4.48M | 0.2% | +10.9% | 0.145% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 31,467 | $1.27M | 0.8% | -1.5% | 0.041% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,126 | $207K | 0.0% | N/A | 0.007% | |
| 5/9/2025 | Empower Advisory Group LLC | 16,737,874 | $677.21M | 2.2% | +1.2% | 21.960% | |
| 5/9/2025 | Sound Financial Strategies Group LLC | 20,290 | $821K | 0.7% | N/A | 0.027% | |
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| 5/9/2025 | Marble Harbor Investment Counsel LLC | 17,950 | $726K | 0.1% | -1.9% | 0.024% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 6,757 | $291K | 0.1% | +17.4% | 0.009% | |
| 5/9/2025 | Blair William & Co. IL | 7,225 | $292K | 0.0% | -76.1% | 0.009% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 9,220 | $373K | 0.0% | -3.2% | 0.012% | |
| 5/8/2025 | US Bancorp DE | 73,277 | $2.97M | 0.0% | -38.0% | 0.096% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 352,859 | $14.28M | 0.4% | +7.5% | 0.463% | |
| 5/8/2025 | Cutler Investment Counsel LLC | 11,870 | $480K | 0.1% | -40.8% | 0.016% | |
| 5/7/2025 | Chandler Asset Management Inc. | 209,000 | $8.46M | 1.6% | +11.7% | 0.274% | |
| 5/7/2025 | AWM Capital LLC | 146,405 | $5.92M | 0.7% | +22.6% | 0.192% | |
| 5/7/2025 | Ridgewood Investments LLC | 2,592 | $105K | 0.0% | +19.9% | 0.003% | |
| 5/7/2025 | LPL Financial LLC | 150,887 | $6.11M | 0.0% | +1.0% | 0.198% | |
| 5/6/2025 | Assetmark Inc. | 659,177 | $26.67M | 0.1% | -1.2% | 0.865% | |
| 5/6/2025 | Cetera Investment Advisers | 113,765 | $4.60M | 0.0% | +23.1% | 0.149% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 5,321 | $215K | 0.0% | -13.8% | 0.007% | |
| 5/6/2025 | Morling Financial Advisors LLC | 1,296 | $52K | 0.0% | +129,500.0% | 0.002% | |
| 5/6/2025 | Unison Advisors LLC | 25,964 | $1.05M | 0.1% | +5.2% | 0.034% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 69,710 | $2.82M | 1.2% | +2.0% | 0.091% | |
| 5/6/2025 | Mount Lucas Management LP | 14,495 | $586K | 0.2% | N/A | 0.019% | |
| 5/6/2025 | Old Port Advisors | 6,703 | $271K | 0.1% | N/A | 0.009% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 10,217 | $413K | 0.2% | -8.9% | 0.013% | |
| 5/6/2025 | Vista Capital Partners Inc. | 57,681 | $2.33M | 0.3% | -18.0% | 0.076% | |
| 5/5/2025 | Aire Advisors LLC | 29,304 | $1.19M | 0.2% | -26.5% | 0.038% | |
| 5/5/2025 | Eagle Bay Advisors LLC | 20,263 | $820K | 0.7% | +9.4% | 0.027% | |
| 5/5/2025 | Calton & Associates Inc. | 1,132 | $46K | 0.0% | N/A | 0.001% | |
| 5/5/2025 | JMG Financial Group Ltd. | 197,720 | $8M | 0.3% | -4.7% | 0.259% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 75,537 | $3.06M | 1.0% | +9.0% | 0.099% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 53,007 | $2.26M | 0.9% | -2.6% | 0.070% | |
| 5/2/2025 | Bailard Inc. | 10,545 | $427K | 0.0% | -42.5% | 0.014% | |
| 5/2/2025 | Financial Alternatives Inc | 89,467 | $3.62M | 2.6% | +6.8% | 0.117% | |
| 5/2/2025 | Larson Financial Group LLC | 4,213 | $170K | 0.0% | -7.0% | 0.006% | |
| 5/2/2025 | Wealthfront Advisers LLC | 12,892 | $522K | 0.0% | +13.7% | 0.017% | |
| 5/2/2025 | Apollon Wealth Management LLC | 8,970 | $363K | 0.0% | -2.6% | 0.012% | |
| 5/2/2025 | Slow Capital Inc. | 16,498 | $667K | 0.1% | -21.0% | 0.022% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 169,804 | $6.87M | 0.4% | +3.6% | 0.223% | |
| 5/1/2025 | Ballentine Partners LLC | 1,427,084 | $57.74M | 1.0% | +8.9% | 1.872% | |
| 4/30/2025 | Cerity Partners LLC | 8,294 | $336K | 0.0% | -44.1% | 0.011% | |
| 4/30/2025 | Phillips Financial Management LLC | 15,803 | $639K | 0.0% | -1.9% | 0.021% | |
| 4/30/2025 | Partners in Financial Planning | 30,432 | $1.23M | 0.2% | -2.9% | 0.040% | |
| 4/30/2025 | M&T Bank Corp | 497,185 | $20.12M | 0.1% | +0.1% | 0.652% | |
| 4/30/2025 | Liberty One Investment Management LLC | 16,323 | $660K | 0.1% | -2.3% | 0.021% | |
| 4/30/2025 | Lincoln National Corp | 680,844 | $27.55M | 0.9% | +3.0% | 0.893% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,391,331 | $56.29M | 0.0% | +1.0% | 1.825% | |
| 4/29/2025 | Chilton Capital Management LLC | 363,710 | $14.72M | 0.6% | +0.8% | 0.477% | |
| 4/29/2025 | Traveka Wealth LLC | 124,529 | $5.04M | 2.8% | +7.3% | 0.163% | |
| 4/29/2025 | Bank of New York Mellon Corp | 137,538 | $5.57M | 0.0% | -14.5% | 0.180% | |
| 4/28/2025 | Clune & Associates LTD. | 22,378 | $905K | 0.3% | +8.6% | 0.029% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 9,412 | $381K | 0.0% | +13.0% | 0.012% | |
| 4/25/2025 | Prairiewood Capital LLC | 55,555 | $2.25M | 0.9% | +8.2% | 0.073% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 977 | $40K | 0.0% | +198.8% | 0.001% | |
| 4/24/2025 | ZynergyRetirementPlanningLLC | 2,960 | $117K | 0.1% | -47.8% | 0.004% | |
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| 4/24/2025 | Stone Summit Wealth LLC | 29,958 | $1.21M | 0.4% | +5.1% | 0.039% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 71,065 | $2.88M | 0.0% | -31.7% | 0.093% | |
| 4/23/2025 | Perigon Wealth Management LLC | 7,576 | $307K | 0.0% | -25.9% | 0.010% | |
| 4/23/2025 | Bessemer Group Inc. | 1,908 | $77K | 0.0% | -29.6% | 0.003% | |
| 4/23/2025 | Climber Capital SA | 19,300 | $781K | 4.6% | N/A | 0.025% | |
| 4/23/2025 | Integris Wealth Management LLC | 10,635 | $430K | 0.1% | -3.2% | 0.014% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 53,126 | $2.15M | 0.4% | -0.5% | 0.070% | |
| 4/23/2025 | Valmark Advisers Inc. | 166,425 | $6.73M | 0.1% | +5.5% | 0.219% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 36,140 | $1.46M | 0.7% | +32.2% | 0.047% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 74,483 | $3.01M | 2.4% | +4.1% | 0.098% | |
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