| 8/1/2025 | Pavion Blue Capital LLC | 26,367 | $2.66M | 1.2% | +0.4% | 0.005% | |
| 8/1/2025 | First National Trust Co | 3,146 | $317K | 0.0% | -5.9% | 0.001% | |
| 8/1/2025 | Tevis Investment Management | 7,805 | $787K | 0.5% | -43.7% | 0.001% | |
| 8/1/2025 | Logan Capital Management Inc. | 32,853 | $3.31M | 0.2% | +39.4% | 0.006% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 127,388 | $12.85M | 0.7% | +5.1% | 0.023% | |
| 8/1/2025 | Bessemer Group Inc. | 2,577 | $261K | 0.0% | -4.4% | 0.000% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 8,157 | $823K | 0.1% | -1.6% | 0.001% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 5,072 | $511K | 0.0% | -13.5% | 0.001% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,426,618 | $143.86M | 0.0% | -1.0% | 0.256% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 180,923 | $18.24M | 0.2% | +0.9% | 0.033% | |
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| 7/31/2025 | Whipplewood Advisors LLC | 357 | $36K | 0.0% | +84.0% | 0.000% | |
| 7/31/2025 | MQS Management LLC | 5,726 | $577K | 0.3% | +20.2% | 0.001% | |
| 7/31/2025 | Graybill Wealth Management LTD. | 25,644 | $2.59M | 0.8% | -15.8% | 0.005% | |
| 7/31/2025 | Kornitzer Capital Management Inc. KS | 20,295 | $2.05M | 0.0% | -1.7% | 0.004% | |
| 7/31/2025 | Ramsay Stattman Vela & Price Inc. | 4,902 | $494K | 0.1% | -59.4% | 0.001% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 2,167 | $218K | 0.0% | -11.1% | 0.000% | |
| 7/31/2025 | Allied Investment Advisors LLC | 79,526 | $8.02M | 1.4% | +6.3% | 0.014% | |
| 7/31/2025 | Ranch Capital Advisors Inc. | 4,308 | $434K | 0.2% | +7.3% | 0.001% | |
| 7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 3,394 | $349K | 0.1% | -6.2% | 0.001% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 400 | $40K | 0.0% | -28.3% | 0.000% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 27,325 | $2.76M | 0.2% | -3.6% | 0.005% | |
| 7/31/2025 | Lee Danner & Bass Inc. | 25,503 | $2.57M | 0.2% | -0.8% | 0.005% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 840 | $85K | 0.0% | -80.9% | 0.000% | |
| 7/31/2025 | Caitong International Asset Management Co. Ltd | 519 | $52K | 0.0% | -72.3% | 0.000% | |
| 7/31/2025 | R Squared Ltd | 4,152 | $419K | 0.2% | N/A | 0.001% | |
| 7/31/2025 | Carnegie Investment Counsel | 41,410 | $4.18M | 0.1% | +0.9% | 0.007% | |
| 7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 61,422 | $6.19M | 0.5% | +11.0% | 0.011% | |
| 7/30/2025 | Ethic Inc. | 12,925 | $1.30M | 0.0% | -16.0% | 0.002% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 5,113 | $516K | 0.0% | +36.2% | 0.001% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 79,092 | $7.98M | 0.3% | -0.6% | 0.014% | |
| 7/30/2025 | Brookstone Capital Management | 2,544 | $257K | 0.0% | -4.3% | 0.000% | |
| 7/30/2025 | D.A. Davidson & CO. | 34,228 | $3.45M | 0.0% | -1.5% | 0.006% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 5,335 | $538K | 0.0% | -2.1% | 0.001% | |
| 7/30/2025 | DecisionMap Wealth Management LLC | 5,067 | $511K | 0.4% | +18.4% | 0.001% | |
| 7/30/2025 | Whittier Trust Co. | 9,001 | $908K | 0.0% | -12.9% | 0.002% | |
| 7/30/2025 | Lafayette Investments Inc. | 56,935 | $5.74M | 1.2% | -2.4% | 0.010% | |
| 7/30/2025 | Phoenix Financial Ltd. | 18,000 | $1.81M | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 2,157 | $218K | 0.0% | -5.2% | 0.000% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 4,144 | $432K | 0.1% | +10.2% | 0.001% | |
| 7/30/2025 | Townsend & Associates Inc | 143,165 | $15.33M | 1.5% | +2.3% | 0.026% | |
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| 7/30/2025 | Lorne Steinberg Wealth Management Inc. | 55,970 | $5.64M | 1.5% | -1.5% | 0.010% | |
| 7/29/2025 | Stephens Inc. AR | 34,020 | $3.46M | 0.0% | -6.3% | 0.006% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 18,676 | $1.88M | 0.4% | -1.4% | 0.003% | |
| 7/29/2025 | Crux Wealth Advisors | 7,176 | $724K | 0.3% | +35.9% | 0.001% | |
| 7/29/2025 | Tweedy Browne Co LLC | 130,802 | $13.19M | 1.2% | -4.0% | 0.024% | |
| 7/29/2025 | Private Trust Co. NA | 2,884 | $291K | 0.0% | -7.6% | 0.001% | |
| 7/28/2025 | Callahan Advisors LLC | 18,196 | $1.84M | 0.2% | -2.8% | 0.003% | |
| 7/28/2025 | Mutual Advisors LLC | 12,189 | $1.31M | 0.0% | -21.6% | 0.002% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 4,403 | $444K | 0.1% | -6.0% | 0.001% | |
| 7/28/2025 | Courier Capital LLC | 11,664 | $1.18M | 0.1% | -12.1% | 0.002% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 2,496 | $252K | 0.0% | -20.8% | 0.000% | |
| 7/28/2025 | Boston Trust Walden Corp | 8,646 | $872K | 0.0% | -13.8% | 0.002% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 6,565 | $662K | 0.0% | -14.1% | 0.001% | |
| 7/28/2025 | Naviter Wealth LLC | 11,658 | $1.18M | 0.1% | -5.3% | 0.002% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 5,886 | $593K | 0.0% | +3.5% | 0.001% | |
| 7/28/2025 | Moran Wealth Management LLC | 42,017 | $4.24M | 0.1% | +6.6% | 0.008% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,685 | $473K | 0.0% | -64.8% | 0.001% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 22,776 | $2.30M | 0.0% | -17.9% | 0.004% | |
| 7/25/2025 | Concord Wealth Partners | 569 | $57K | 0.0% | +90.3% | 0.000% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 2,588 | $261K | 0.0% | +8.1% | 0.000% | |
| 7/25/2025 | Yousif Capital Management LLC | 6,808 | $687K | 0.0% | +8.4% | 0.001% | |
| 7/25/2025 | MGO One Seven LLC | 10,974 | $1.11M | 0.0% | +2.3% | 0.002% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,045 | $105K | 0.0% | -19.3% | 0.000% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 5,366 | $558K | 0.0% | -4.6% | 0.001% | |
| 7/25/2025 | Bull Street Advisors LLC | 7,415 | $748K | 0.4% | -5.1% | 0.001% | |
| 7/25/2025 | CWM LLC | 3,099 | $312K | 0.0% | +6.9% | 0.001% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 16,605 | $1.67M | 0.0% | +6.2% | 0.003% | |
| 7/25/2025 | Lincluden Management Ltd. | 58,026 | $5.85M | 0.6% | -0.8% | 0.010% | |
| 7/25/2025 | Sather Financial Group Inc | 4,927 | $497K | 0.0% | +68.2% | 0.001% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 16,460 | $1.66M | 0.0% | +12.9% | 0.003% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 2,635 | $266K | 0.0% | -18.5% | 0.000% | |
| 7/25/2025 | Apollon Wealth Management LLC | 3,984 | $402K | 0.0% | -2.9% | 0.001% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 2,039 | $214K | 0.0% | -56.0% | 0.000% | |
| 7/24/2025 | Blue Zone Wealth Advisors LLC | 40,101 | $4.04M | 1.0% | +5.2% | 0.007% | |
| 7/24/2025 | Blue Trust Inc. | 6,771 | $683K | 0.0% | +36.5% | 0.001% | |
| 7/24/2025 | IFP Advisors Inc | 1,409 | $142K | 0.0% | +9.6% | 0.000% | |
| 7/24/2025 | Callan Family Office LLC | 3,334 | $336K | 0.0% | +47.6% | 0.001% | |
| 7/24/2025 | Blair William & Co. IL | 29,231 | $2.95M | 0.0% | -0.3% | 0.005% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 107,000 | $107K | 0.0% | N/A | 0.019% | |
| 7/24/2025 | US Bancorp DE | 69,300 | $6.99M | 0.0% | +23.4% | 0.012% | |
| 7/23/2025 | Cohen Investment Advisors LLC | 3,354 | $338K | 0.2% | -12.7% | 0.001% | |
| 7/23/2025 | Narwhal Capital Management | 2,477 | $250K | 0.0% | -69.8% | 0.000% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 4,767 | $487K | 0.3% | +5.0% | 0.001% | |
| 7/23/2025 | Citizens National Bank Trust Department | 8,645 | $872K | 0.2% | -33.9% | 0.002% | |
| 7/23/2025 | Venturi Wealth Management LLC | 2,724 | $275K | 0.0% | +5.5% | 0.000% | |
| 7/23/2025 | DMC Group LLC | 3,457 | $349K | 0.3% | +39.3% | 0.001% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 4,947 | $499K | 0.0% | -38.0% | 0.001% | |
| 7/23/2025 | Country Club Bank | 8,622 | $866K | 0.1% | -9.7% | 0.002% | |
| 7/22/2025 | Euro Pacific Asset Management LLC | 8,286 | $837K | 0.1% | +2.6% | 0.001% | |
| 7/22/2025 | Autumn Glory Partners LLC | 9,740 | $982K | 0.5% | -1.9% | 0.002% | |
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| 7/22/2025 | Valeo Financial Advisors LLC | 31,209 | $3.15M | 0.0% | +1.1% | 0.006% | |
| 7/22/2025 | DAVENPORT & Co LLC | 72,969 | $7.36M | 0.0% | -12.9% | 0.013% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 7,910 | $798K | 0.1% | -6.4% | 0.001% | |
| 7/22/2025 | Three Bridge Wealth Advisors LLC | 6,122 | $617K | 0.2% | +5.7% | 0.001% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 4,385 | $442K | 0.1% | +13.1% | 0.001% | |
| 7/22/2025 | Brown Miller Wealth Management LLC | 5,491 | $554K | 0.2% | +17.2% | 0.001% | |
| 7/22/2025 | OLD National Bancorp IN | 2,491 | $251K | 0.0% | -19.9% | 0.000% | |
| 7/22/2025 | Highland Capital Management LLC | 13,370 | $1.35M | 0.1% | -2.5% | 0.002% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 2,272 | $229K | 0.0% | -4.5% | 0.000% | |
| 7/22/2025 | Penobscot Investment Management Company Inc. | 8,845 | $892K | 0.1% | -2.6% | 0.002% | |
