| 5/2/2025 | Burling Wealth Partners LLC | 13,246 | $694K | 0.1% | -7.7% | 0.001% | |
| 5/2/2025 | Forum Financial Management LP | 4,460 | $234K | 0.0% | -16.0% | 0.000% | |
| 5/2/2025 | Cooke & Bieler LP | 3,828,883 | $200.67M | 2.0% | -0.6% | 0.232% | |
| 5/2/2025 | Montrusco Bolton Investments Inc. | 72,219 | $3.78M | 0.0% | -39.0% | 0.004% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 5,031 | $264K | 0.1% | -16.1% | 0.000% | |
| 5/2/2025 | Triasima Portfolio Management inc. | 370,672 | $19.40M | 3.8% | -4.3% | 0.022% | |
| 5/2/2025 | Cable Hill Partners LLC | 3,850 | $207K | 0.0% | -25.2% | 0.000% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 2,100 | $110K | 0.0% | -55.6% | 0.000% | |
| 5/2/2025 | Capital A Wealth Management LLC | 1,688 | $88K | 0.1% | -58.7% | 0.000% | |
| 5/2/2025 | Whittier Trust Co. | 30,644 | $1.61M | 0.0% | -13.9% | 0.002% | |
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| 5/2/2025 | Graybill Wealth Management LTD. | 135,339 | $7.09M | 2.4% | N/A | 0.008% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 2,524,840 | $132.33M | 0.0% | +1.2% | 0.153% | |
| 5/2/2025 | Strata Wealth Advisors LLC | 14,494 | $760K | 0.2% | -7.3% | 0.001% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 2,760 | $145K | 0.0% | +46.7% | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 14,956 | $784K | 0.0% | -4.1% | 0.001% | |
| 5/2/2025 | Signaturefd LLC | 10,255 | $537K | 0.0% | +22.0% | 0.001% | |
| 5/2/2025 | Check Capital Management Inc. CA | 2,994,015 | $156.92M | 4.6% | -0.1% | 0.182% | |
| 5/1/2025 | Bleakley Financial Group LLC | 23,992 | $1.26M | 0.0% | +15.6% | 0.001% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 15,978 | $837K | 0.1% | +1.7% | 0.001% | |
| 5/1/2025 | CWM LLC | 7,780 | $408K | 0.0% | -22.6% | 0.000% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 9,874 | $517K | 0.0% | -22.6% | 0.001% | |
| 5/1/2025 | IFC Advisors LLC | 4,747 | $249K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Callahan Advisors LLC | 473,221 | $24.80M | 2.4% | -0.1% | 0.029% | |
| 5/1/2025 | Diversify Wealth Management LLC | 5,333 | $286K | 0.0% | -14.2% | 0.000% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 7,364 | $392K | 0.0% | +3.7% | 0.000% | |
| 4/30/2025 | Genus Capital Management Inc. | 23,754 | $1.24M | 0.2% | -162.1% | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 106,147 | $5.56M | 0.0% | +17.5% | 0.006% | |
| 4/30/2025 | Mcdonald Capital Investors Inc. CA | 2,002,483 | $104.95M | 6.6% | -1.0% | 0.122% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 1,429 | $75K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Bridges Investment Management Inc. | 28,182 | $1.48M | 0.0% | +9.6% | 0.002% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 218,284 | $11.32M | 1.9% | +12.8% | 0.013% | |
| 4/30/2025 | Greenleaf Trust | 5,731 | $300K | 0.0% | -8.1% | 0.000% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 235,922 | $11.98M | 0.0% | -3.6% | 0.014% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 9,529 | $499K | 0.0% | -36.4% | 0.001% | |
| 4/30/2025 | Brown Advisory Inc. | 183,558 | $9.62M | 0.0% | +7.7% | 0.011% | |
| 4/30/2025 | Ninety One North America Inc. | 79,487 | $4.16M | 0.3% | -49.8% | 0.005% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 53,012 | $2.78M | 0.0% | -3.2% | 0.003% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 6,470 | $339K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Callan Capital LLC | 6,699 | $351K | 0.0% | +5.7% | 0.000% | |
| 4/29/2025 | Capital Advisors Inc. OK | 787,786 | $41.29M | 0.8% | +1.7% | 0.048% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 1,732,283 | $90.77M | 0.0% | -11.1% | 0.105% | |
| 4/29/2025 | Sierra Ocean LLC | 1,304 | $68K | 0.1% | +533.0% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,466,685 | $129.28M | 0.0% | +1.0% | 0.150% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,256 | $65K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 162,047 | $8.49M | 2.3% | +5.5% | 0.010% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 7,375 | $387K | 0.0% | +2.9% | 0.000% | |
| 4/29/2025 | Values Added Financial LLC | 5,550 | $291K | 0.2% | +23.3% | 0.000% | |
| 4/28/2025 | North Capital Inc. | 521 | $27K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Principal Financial Group Inc. | 50,559,329 | $2.65B | 1.5% | -3.3% | 3.069% | |
| 4/28/2025 | Baskin Financial Services Inc. | 918,707 | $48.07M | 3.9% | -0.9% | 0.056% | |
| 4/28/2025 | New South Capital Management Inc. | 970,810 | $50.88M | 2.5% | -7.1% | 0.059% | |
| 4/28/2025 | WCM Investment Management LLC | 79,795 | $4.14M | 0.0% | +35.3% | 0.005% | |
| 4/28/2025 | Lawson Kroeker Investment Management Inc. NE | 181,897 | $9.53M | 1.8% | -5.6% | 0.011% | |
| 4/28/2025 | Klingenstein Fields & Co. LP | 467,339 | $24.49M | 1.0% | -0.2% | 0.028% | |
| 4/28/2025 | Keybank National Association OH | 22,332 | $1.17M | 0.0% | +3.4% | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 9,097,024 | $474.82M | 2.8% | -3.6% | 0.552% | |
| 4/28/2025 | Summit Trail Advisors LLC | 19,521 | $1.02M | 0.0% | -31.9% | 0.001% | |
| 4/28/2025 | Cidel Asset Management Inc. | 17,630 | $923K | 0.1% | -92.9% | 0.001% | |
| 4/28/2025 | Vontobel Holding Ltd. | 9,480 | $496K | 0.0% | N/A | 0.001% | |
| 4/25/2025 | Smith Salley Wealth Management | 432,462 | $22.67M | 1.5% | +0.6% | 0.026% | |
| 4/25/2025 | Rochester Wealth Strategies LLC | 7,600 | $398K | 0.3% | N/A | 0.000% | |
| 4/25/2025 | Waterfront Wealth Inc. | 74,254 | $3.89M | 0.9% | -1.0% | 0.005% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 4,625 | $242K | 0.0% | -17.8% | 0.000% | |
| 4/25/2025 | K.J. Harrison & Partners Inc | 68,931 | $3.61M | 0.7% | -7.3% | 0.004% | |
| 4/24/2025 | Marathon Asset Management Ltd | 1,595,107 | $83.47M | 2.6% | -2.4% | 0.097% | |
| 4/24/2025 | Bordeaux Wealth Advisors LLC | 7,362 | $386K | 0.1% | -7.2% | 0.000% | |
| 4/24/2025 | Schwartz Investment Counsel Inc. | 344,720 | $18.07M | 0.6% | +2.5% | 0.021% | |
| 4/24/2025 | Gold Investment Management Ltd. | 98,456 | $5.15M | 2.2% | +7.2% | 0.006% | |
| 4/24/2025 | Trust Co. of Vermont | 30,824 | $1.62M | 0.1% | -3.7% | 0.002% | |
| 4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 500 | $26K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Perpetual Ltd | 21,631 | $1.13M | 0.0% | -4.5% | 0.001% | |
| 4/24/2025 | PDS Planning Inc | 5,434 | $285K | 0.0% | +7.7% | 0.000% | |
| 4/23/2025 | Balefire LLC | 22,999 | $1.21M | 0.4% | +2.9% | 0.001% | |
| 4/23/2025 | Value Partners Investments Inc. | 30,111 | $1.58M | 0.1% | +25.7% | 0.002% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 807,058 | $42.30M | 0.3% | -12.2% | 0.049% | |
| 4/23/2025 | SOL Capital Management CO | 46,551 | $2.44M | 0.3% | +52.3% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 592 | $31K | 0.0% | +100.0% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 4,841,743 | $253.76M | 0.5% | +0.1% | 0.294% | |
| 4/23/2025 | First Pacific Financial | 14,401 | $755K | 0.2% | -12.2% | 0.001% | |
| 4/23/2025 | Golden State Equity Partners | 4,623 | $242K | 0.0% | -12.9% | 0.000% | |
| 4/23/2025 | Hi Line Capital Management LLC | 215,470 | $11.29M | 4.2% | +2.2% | 0.013% | |
| 4/23/2025 | Kirr Marbach & Co. LLC IN | 176,735 | $9.26M | 2.1% | +0.7% | 0.011% | |
| 4/23/2025 | Davidson Kahn Capital Management LLC | 57,038 | $2.99M | 2.3% | +11.6% | 0.003% | |
| 4/23/2025 | Scharf Investments LLC | 3,524,927 | $184.73M | 5.6% | -14.3% | 0.214% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 80,478 | $4.22M | 0.1% | +0.8% | 0.005% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 106,602 | $5.59M | 0.1% | +4.1% | 0.006% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 9,325 | $489K | 0.0% | -2.2% | 0.001% | |
| 4/22/2025 | Live Oak Private Wealth LLC | 218,388 | $11.45M | 1.9% | +1.0% | 0.013% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 141,921 | $7.43M | 0.0% | +2.1% | 0.009% | |
| 4/22/2025 | Tandem Capital Management Corp ADV | 40,939 | $2.15M | 1.2% | +3.5% | 0.002% | |
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| 4/22/2025 | Intact Investment Management Inc. | 458,700 | $24.01M | 0.8% | -31.4% | 0.028% | |
| 4/22/2025 | Jamison Private Wealth Management Inc. | 54,774 | $2.82M | 0.4% | +0.6% | 0.003% | |
| 4/22/2025 | Compass Ion Advisors LLC | 19,203 | $1.01M | 0.1% | +15.3% | 0.001% | |
| 4/21/2025 | Avior Wealth Management LLC | 1,338 | $70K | 0.0% | -93.7% | 0.000% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,169 | $218K | 0.0% | -55.9% | 0.000% | |
| 4/21/2025 | Emeth Value Capital LLC | 418,436 | $21.93M | 19.5% | +4.5% | 0.025% | |
| 4/21/2025 | Duncan Williams Asset Management LLC | 14,311 | $750K | 0.3% | +9.8% | 0.001% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 3,977 | $208K | 0.0% | -46.1% | 0.000% | |
| 4/17/2025 | Inscription Capital LLC | 5,430 | $285K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Louisbourg Investments Inc. | 139,002 | $7.28M | 1.8% | -29.1% | 0.008% | |
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