| 4/28/2025 | Clear Creek Financial Management LLC | 28,652 | $1.27M | 0.1% | +1.8% | 0.001% | |
| 4/28/2025 | Cidel Asset Management Inc. | 51,966 | $2.30M | 0.2% | -12.6% | 0.002% | |
| 4/28/2025 | BLB&B Advisors LLC | 21,918 | $970K | 0.0% | -2.8% | 0.001% | |
| 4/28/2025 | Vontobel Holding Ltd. | 11,481 | $508K | 0.0% | +98.8% | 0.001% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 5,155 | $235K | 0.1% | N/A | 0.000% | |
| 4/25/2025 | JNBA Financial Advisors | 7,154 | $317K | 0.0% | -5.8% | 0.000% | |
| 4/25/2025 | Mather Group LLC. | 2,016 | $89K | 0.0% | +54.8% | 0.000% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 187,772 | $8.32M | 1.8% | -0.6% | 0.009% | |
| 4/25/2025 | Smith Salley Wealth Management | 63,985 | $2.84M | 0.2% | +0.7% | 0.003% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 6,726 | $298K | 0.0% | +30.6% | 0.000% | |
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| 4/25/2025 | Red Door Wealth Management LLC | 5,167 | $229K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | WASHINGTON TRUST Co | 6,351 | $281K | 0.0% | +5.1% | 0.000% | |
| 4/25/2025 | Argent Advisors Inc. | 48,431 | $2.15M | 0.7% | -0.7% | 0.002% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 6,205 | $275K | 0.0% | -4.5% | 0.000% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 22,964 | $1.02M | 0.1% | -2.2% | 0.001% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 13,816 | $612K | 0.4% | +3.3% | 0.001% | |
| 4/25/2025 | Wealthstar Advisors LLC | 15,468 | $685K | 0.3% | -3.0% | 0.001% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 7,234 | $321K | 0.0% | -4.8% | 0.000% | |
| 4/25/2025 | Essex Financial Services Inc. | 19,002 | $842K | 0.1% | +285.0% | 0.001% | |
| 4/25/2025 | K.J. Harrison & Partners Inc | 55,026 | $2.44M | 0.5% | -48.5% | 0.003% | |
| 4/25/2025 | Convergence Financial LLC | 5,839 | $259K | 0.1% | +5.3% | 0.000% | |
| 4/25/2025 | CFM Wealth Partners LLC | 26,264 | $1.16M | 0.2% | -3.3% | 0.001% | |
| 4/24/2025 | Mallini Complete Financial Planning LLC | 5,966 | $264K | 0.3% | -4.4% | 0.000% | |
| 4/24/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 301,500 | $13.36M | 0.8% | -1.7% | 0.014% | |
| 4/24/2025 | Gold Investment Management Ltd. | 72,336 | $3.20M | 1.4% | +5.7% | 0.003% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 7,500 | $333K | 0.0% | -20.5% | 0.000% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 9,379 | $416K | 0.0% | +25.9% | 0.000% | |
| 4/24/2025 | Border to Coast Pensions Partnership Ltd | 1,050,000 | $46.47M | 1.0% | +5.0% | 0.048% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 76,961 | $3.41M | 0.1% | -10.5% | 0.004% | |
| 4/24/2025 | Old North State Wealth Management LLC | 95,253 | $4.22M | 2.4% | +1.3% | 0.004% | |
| 4/24/2025 | Trust Co. of Vermont | 199,008 | $8.82M | 0.4% | -2.1% | 0.009% | |
| 4/24/2025 | Diversified Trust Co | 33,440 | $1.48M | 0.0% | +7.6% | 0.002% | |
| 4/24/2025 | CNB Bank | 4,352 | $193K | 0.1% | -38.7% | 0.000% | |
| 4/24/2025 | Holistic Planning LLC | 11,977 | $530K | 0.2% | -8.9% | 0.001% | |
| 4/24/2025 | PDS Planning Inc | 7,475 | $331K | 0.0% | +15.3% | 0.000% | |
| 4/24/2025 | MFG Wealth Management Inc. | 49,979 | $2.22M | 2.1% | -0.9% | 0.002% | |
| 4/23/2025 | KPP Advisory Services LLC | 7,068 | $313K | 0.1% | +18.4% | 0.000% | |
| 4/23/2025 | Western Wealth Management LLC | 6,445 | $286K | 0.0% | +5.6% | 0.000% | |
| 4/23/2025 | Sabal Trust CO | 13,944 | $618K | 0.0% | -5.4% | 0.001% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 96,195 | $4.26M | 0.0% | +3.2% | 0.004% | |
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| 4/23/2025 | Value Partners Investments Inc. | 44,221 | $1.96M | 0.2% | +7.3% | 0.002% | |
| 4/23/2025 | Security National Bank | 1,172 | $52K | 0.0% | +160.4% | 0.000% | |
| 4/23/2025 | Alpine Bank Wealth Management | 2,460 | $109K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 15,274 | $677K | 0.0% | +527.0% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 170,097 | $7.54M | 0.0% | +87.1% | 0.008% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 11,046 | $489K | 0.3% | -4.7% | 0.001% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 35,078 | $1.55M | 0.3% | -1.2% | 0.002% | |
| 4/23/2025 | JCIC Asset Management Inc. | 198,040 | $8.77M | 3.7% | -1.3% | 0.009% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 12,562 | $557K | 0.0% | -3.7% | 0.001% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 1,273 | $56K | 0.0% | -54.7% | 0.000% | |
| 4/23/2025 | International Assets Investment Management LLC | 38,022 | $1.69M | 0.0% | -61.2% | 0.002% | |
| 4/23/2025 | Keystone Financial Services | 6,662 | $295K | 0.1% | -12.3% | 0.000% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 8,421 | $373K | 0.1% | -3.8% | 0.000% | |
| 4/23/2025 | Goelzer Investment Management Inc. | 208,714 | $8.86M | 0.5% | -1.0% | 0.010% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 374,812 | $16.61M | 0.3% | -3.0% | 0.017% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 585,351 | $25.94M | 0.3% | +29.6% | 0.027% | |
| 4/23/2025 | Continuum Advisory LLC | 13,798 | $611K | 0.1% | -8.0% | 0.001% | |
| 4/22/2025 | Brown Lisle Cummings Inc. | 22,626 | $1.00M | 0.3% | -32.1% | 0.001% | |
| 4/22/2025 | TrueMark Investments LLC | 205,556 | $9.11M | 2.4% | +10.7% | 0.009% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 6,013 | $266K | 0.0% | -14.0% | 0.000% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 371,982 | $16.48M | 0.1% | +3.0% | 0.017% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 9,542 | $423K | 0.3% | -4.7% | 0.000% | |
| 4/22/2025 | Wolff Wiese Magana LLC | 765 | $34K | 0.0% | +91.3% | 0.000% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 780 | $35K | 0.0% | -59.1% | 0.000% | |
| 4/22/2025 | Intact Investment Management Inc. | 1,456,653 | $64.48M | 2.2% | -0.2% | 0.067% | |
| 4/22/2025 | Garde Capital Inc. | 595 | $26K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Weaver Capital Management LLC | 39,429 | $1.75M | 0.5% | -0.6% | 0.002% | |
| 4/22/2025 | Norway Savings Bank | 5,237 | $232K | 0.1% | -15.4% | 0.000% | |
| 4/22/2025 | Stonegate Investment Group LLC | 40,619 | $1.80M | 0.0% | +13.4% | 0.002% | |
| 4/22/2025 | ERTS Wealth Advisors LLC | 13,264 | $588K | 0.1% | -30.5% | 0.001% | |
| 4/22/2025 | PFG Investments LLC | 20,590 | $912K | 0.1% | -2.5% | 0.001% | |
| 4/22/2025 | Advocate Group LLC | 248,437 | $11.01M | 2.0% | -1.2% | 0.011% | |
| 4/22/2025 | Jamison Private Wealth Management Inc. | 27,171 | $1.20M | 0.2% | +15.9% | 0.001% | |
| 4/22/2025 | Covea Finance | 529,120 | $23.46M | 1.1% | -0.1% | 0.024% | |
| 4/22/2025 | Advisor Resource Council | 16,400 | $727K | 0.1% | N/A | 0.001% | |
| 4/22/2025 | Segment Wealth Management LLC | 12,679 | $562K | 0.0% | -3.0% | 0.001% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 10,448 | $463K | 0.3% | +6.3% | 0.000% | |
| 4/21/2025 | Abundance Wealth Counselors | 30,888 | $1.36M | 0.3% | +6.7% | 0.001% | |
| 4/21/2025 | Good Steward Wealth Advisors LLC | 14,376 | $637K | 0.6% | N/A | 0.001% | |
| 4/21/2025 | Avior Wealth Management LLC | 8,777 | $389K | 0.0% | +51.1% | 0.000% | |
| 4/21/2025 | Kentucky Trust Co | 77,145 | $3.42M | 2.0% | -1.8% | 0.004% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 48,212 | $2.14M | 0.5% | -1.5% | 0.002% | |
| 4/21/2025 | Blue Trust Inc. | 15,153 | $671K | 0.0% | -17.9% | 0.001% | |
| 4/21/2025 | Autumn Glory Partners LLC | 7,965 | $353K | 0.2% | +20.4% | 0.000% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 34,326 | $1.53M | 0.2% | +0.7% | 0.002% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 8,225 | $366K | 0.0% | +16.5% | 0.000% | |
| 4/21/2025 | United Advisor Group LLC | 10,646 | $472K | 0.1% | +6.1% | 0.000% | |
| 4/21/2025 | Hartford Financial Management Inc. | 44,875 | $1.99M | 0.4% | -3.3% | 0.002% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 145,528 | $6.44M | 0.0% | -7.1% | 0.007% | |
| 4/21/2025 | Redwood Wealth Management Group LLC | 16,710 | $740K | 0.4% | +3.9% | 0.001% | |
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| 4/21/2025 | Johnson Investment Counsel Inc. | 54,810 | $2.43M | 0.0% | +23.6% | 0.003% | |
| 4/21/2025 | CWA Asset Management Group LLC | 34,520 | $1.53M | 0.1% | +18.3% | 0.002% | |
| 4/21/2025 | JBR Co Financial Management Inc | 7,454 | $330K | 0.2% | N/A | 0.000% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 11,975 | $531K | 0.0% | +2.3% | 0.001% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 30,043 | $1.33M | 0.1% | +1.8% | 0.001% | |
| 4/18/2025 | Clarius Group LLC | 8,603 | $381K | 0.0% | +11.1% | 0.000% | |
| 4/18/2025 | Financial Perspectives Inc | 1,764 | $78K | 0.0% | -20.1% | 0.000% | |
| 4/18/2025 | Boomfish Wealth Group LLC | 38,292 | $1.70M | 1.1% | +1.6% | 0.002% | |
| 4/18/2025 | CENTRAL TRUST Co | 44,751 | $1.98M | 0.0% | -1.5% | 0.002% | |
| 4/18/2025 | Five Oceans Advisors | 7,055 | $313K | 0.1% | -3.1% | 0.000% | |
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