| 5/2/2025 | Forte Capital LLC ADV | 52,728 | $2.34M | 0.3% | +6.4% | 0.002% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 99,801 | $4.42M | 0.1% | -7.8% | 0.005% | |
| 5/2/2025 | Montrusco Bolton Investments Inc. | 767,921 | $33.98M | 0.4% | -13.4% | 0.035% | |
| 5/2/2025 | Graypoint LLC | 8,075 | $358K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 43,410 | $1.92M | 0.1% | -1.2% | 0.002% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 12,400 | $549K | 0.1% | -2.4% | 0.001% | |
| 5/2/2025 | Summit X LLC | 26,003 | $1.15M | 0.2% | -1.6% | 0.001% | |
| 5/2/2025 | Triasima Portfolio Management inc. | 229,066 | $10.14M | 2.0% | +72.5% | 0.011% | |
| 5/2/2025 | Welch & Forbes LLC | 10,675 | $473K | 0.0% | -4.4% | 0.000% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 1,621 | $72K | 0.0% | +62.1% | 0.000% | |
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| 5/2/2025 | Capital A Wealth Management LLC | 1,362 | $60K | 0.1% | +48.0% | 0.000% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 5,175 | $241K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Tectonic Advisors LLC | 278,241 | $12.33M | 0.8% | +5.4% | 0.013% | |
| 5/2/2025 | Larson Financial Group LLC | 5,928 | $263K | 0.0% | -14.3% | 0.000% | |
| 5/2/2025 | Wealthfront Advisers LLC | 7,688 | $341K | 0.0% | -43.3% | 0.000% | |
| 5/2/2025 | Whittier Trust Co. | 9,039 | $401K | 0.0% | -32.4% | 0.000% | |
| 5/2/2025 | Hager Investment Management Services LLC | 1,640 | $73K | 0.1% | -29.6% | 0.000% | |
| 5/2/2025 | United Community Bank | 58,677 | $2.60M | 1.0% | +3.7% | 0.003% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 4,182,193 | $185.31M | 0.1% | +6.6% | 0.192% | |
| 5/2/2025 | Dakota Wealth Management | 31,759 | $1.41M | 0.0% | +74.0% | 0.001% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 34,406 | $1.53M | 0.1% | +3.9% | 0.002% | |
| 5/2/2025 | Apollon Wealth Management LLC | 36,540 | $1.62M | 0.0% | -42.0% | 0.002% | |
| 5/2/2025 | Sigma Planning Corp | 60,303 | $2.67M | 0.1% | +2.7% | 0.003% | |
| 5/1/2025 | Bleakley Financial Group LLC | 19,684 | $872K | 0.0% | +1.9% | 0.001% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 58,806 | $2.61M | 0.3% | +1.1% | 0.003% | |
| 5/1/2025 | CWM LLC | 30,094 | $1.33M | 0.0% | -28.8% | 0.001% | |
| 5/1/2025 | TruNorth Capital Management LLC | 2,863 | $127K | 0.0% | +132.2% | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 97,358 | $4.31M | 0.1% | -2.2% | 0.004% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 8,606 | $381K | 0.0% | -13.6% | 0.000% | |
| 5/1/2025 | FDx Advisors Inc. | 8,836 | $392K | 0.1% | -3.1% | 0.000% | |
| 5/1/2025 | BankPlus Trust Department | 43,241 | $1.92M | 0.6% | +8.4% | 0.002% | |
| 5/1/2025 | Kathmere Capital Management LLC | 5,822 | $258K | 0.0% | +19.9% | 0.000% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 56,011 | $2.48M | 0.4% | -1.7% | 0.003% | |
| 5/1/2025 | Applied Capital LLC FL | 32,380 | $1.44M | 1.1% | +1.4% | 0.001% | |
| 5/1/2025 | Callahan Advisors LLC | 126,972 | $5.63M | 0.5% | -8.2% | 0.006% | |
| 5/1/2025 | Diversify Wealth Management LLC | 38,780 | $1.81M | 0.1% | +7.0% | 0.002% | |
| 5/1/2025 | WESPAC Advisors LLC | 18,426 | $816K | 0.7% | -4.7% | 0.001% | |
| 4/30/2025 | Genus Capital Management Inc. | 20,054 | $887K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 229,873 | $10.19M | 0.0% | +5.9% | 0.011% | |
| 4/30/2025 | Code Waechter LLC | 30,111 | $1.33M | 1.1% | -21.3% | 0.001% | |
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| 4/30/2025 | Telos Capital Management Inc. | 141,433 | $6.27M | 0.7% | -0.2% | 0.006% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 639 | $28K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Alps Advisors Inc. | 17,994 | $797K | 0.0% | +40.1% | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 68,618 | $3.18M | 0.0% | -1.4% | 0.003% | |
| 4/30/2025 | Galibier Capital Management Ltd. | 694,942 | $30.75M | 9.6% | -14.1% | 0.032% | |
| 4/30/2025 | CFO4Life Group LLC | 14,894 | $660K | 0.1% | -10.4% | 0.001% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 81,135 | $3.60M | 0.5% | -2.2% | 0.004% | |
| 4/30/2025 | Rogco LP | 11,707 | $519K | 0.2% | +4.0% | 0.001% | |
| 4/30/2025 | Leavell Investment Management Inc. | 24,830 | $1.10M | 0.1% | +1.5% | 0.001% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 8,327 | $369K | 0.0% | -32.1% | 0.000% | |
| 4/30/2025 | Topsail Wealth Management LLC | 7,301 | $324K | 0.1% | +5.1% | 0.000% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 10,859 | $481K | 0.1% | +8.9% | 0.000% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 48,536 | $2.15M | 0.1% | -8.3% | 0.002% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 15,919 | $705K | 0.3% | +7.6% | 0.001% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 429,829 | $19.19M | 0.0% | -1.2% | 0.020% | |
| 4/30/2025 | Personal CFO Solutions LLC | 10,322 | $457K | 0.1% | -8.8% | 0.000% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 5,056 | $224K | 0.0% | -14.9% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 320,144 | $14.19M | 0.1% | -3.8% | 0.015% | |
| 4/30/2025 | 49 Wealth Management LLC | 14,766 | $654K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 44,623 | $1.98M | 0.0% | -6.3% | 0.002% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 7,692 | $341K | 0.1% | -3.9% | 0.000% | |
| 4/30/2025 | Investment Partners LTD. | 14,044 | $622K | 0.3% | -7.4% | 0.001% | |
| 4/30/2025 | Brown Advisory Inc. | 269,320 | $11.93M | 0.0% | -1.5% | 0.012% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 7,012 | $311K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Capital Management Associates Inc | 5,490 | $243K | 0.1% | N/A | 0.000% | |
| 4/30/2025 | Dupree Financial Group LLC | 408,485 | $18.10M | 7.4% | -19.0% | 0.019% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 18,843 | $835K | 0.2% | -1.3% | 0.001% | |
| 4/30/2025 | Abound Financial LLC | 18,959 | $840K | 0.4% | -2.1% | 0.001% | |
| 4/30/2025 | Fullcircle Wealth LLC | 36,996 | $1.73M | 0.7% | -2.6% | 0.002% | |
| 4/29/2025 | Centennial Bank AR | 4,624 | $205K | 0.1% | +18.0% | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 174,309 | $7.72M | 0.2% | +2.9% | 0.008% | |
| 4/29/2025 | Financial Counselors Inc. | 679,022 | $30.09M | 0.5% | -4.2% | 0.031% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 47,466 | $2.10M | 1.0% | -2.1% | 0.002% | |
| 4/29/2025 | YANKCOM Partnership | 14,153 | $627K | 0.3% | -2.5% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 111,534 | $4.94M | 0.1% | +11.1% | 0.005% | |
| 4/29/2025 | Capital Advisors Inc. OK | 878,476 | $38.93M | 0.8% | +23.7% | 0.040% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,110,659 | $182.10M | 0.1% | +8.5% | 0.189% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 6,710 | $297K | 0.1% | +9.1% | 0.000% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 111,616 | $4.95M | 0.4% | +3.1% | 0.005% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 49,103 | $2.18M | 0.1% | -2.0% | 0.002% | |
| 4/29/2025 | Simmons Bank | 21,248 | $942K | 0.1% | -1.4% | 0.001% | |
| 4/29/2025 | HM Payson & Co. | 9,117 | $404K | 0.0% | +27.4% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 5,207,519 | $230.75M | 0.0% | +1.0% | 0.239% | |
| 4/29/2025 | SL Advisors LLC | 37,044 | $1.64M | 2.8% | -0.9% | 0.002% | |
| 4/29/2025 | Elite Financial Inc. | 13,374 | $592K | 0.3% | -5.6% | 0.001% | |
| 4/29/2025 | World Investment Advisors | 25,799 | $1.14M | 0.0% | -9.3% | 0.001% | |
| 4/29/2025 | Wayfinding Financial LLC | 2,385 | $105K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Truist Financial Corp | 852,094 | $37.76M | 0.1% | -4.3% | 0.039% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 62,406 | $2.77M | 0.2% | +3.0% | 0.003% | |
| 4/29/2025 | Argyle Capital Management LLC | 80,034 | $3.55M | 1.3% | +0.9% | 0.004% | |
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| 4/29/2025 | Strategic Blueprint LLC | 14,070 | $623K | 0.0% | -10.5% | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 51,027 | $2.26M | 0.0% | -2.9% | 0.002% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 407,266 | $18.05M | 0.4% | +12.1% | 0.019% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 23,982 | $1.06M | 0.0% | -10.2% | 0.001% | |
| 4/29/2025 | Hartline Investment Corp | 36,098 | $1.60M | 0.2% | +31.3% | 0.002% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 11,633 | $515K | 0.0% | +9.4% | 0.001% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 8,225 | $366K | 0.0% | +16.5% | 0.000% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 208,983 | $9.26M | 0.5% | -0.9% | 0.010% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 18,155 | $804K | 0.0% | +53.4% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 193,832 | $8.59M | 0.1% | +10.3% | 0.009% | |
