| 5/2/2025 | Burling Wealth Partners LLC | 1,347 | $237K | 0.0% | -13.2% | 0.000% | |
| 5/2/2025 | Retirement Planning Co of New England Inc. | 12,095 | $2.13M | 0.6% | N/A | 0.003% | |
| 5/2/2025 | Richard C. Young & CO. LTD. | 85,188 | $14.97M | 1.6% | +2.3% | 0.022% | |
| 5/2/2025 | Commerzbank Aktiengesellschaft FI | 8,500 | $1.50M | 0.0% | +47.0% | 0.002% | |
| 5/2/2025 | Forum Financial Management LP | 6,295 | $1.11M | 0.0% | -1.1% | 0.002% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 18,007 | $3.17M | 0.1% | -0.4% | 0.005% | |
| 5/2/2025 | Bailard Inc. | 52,930 | $9.30M | 0.2% | +5.0% | 0.013% | |
| 5/2/2025 | Woodward Diversified Capital LLC | 2,149 | $378K | 0.3% | +6.0% | 0.001% | |
| 5/2/2025 | Graypoint LLC | 2,905 | $511K | 0.0% | -4.2% | 0.001% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 1,580 | $272K | 0.0% | +7.0% | 0.000% | |
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| 5/2/2025 | Ascent Wealth Partners LLC | 4,000 | $703K | 0.1% | +100.0% | 0.001% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 3,756 | $660K | 0.1% | -3.4% | 0.001% | |
| 5/2/2025 | Mechanics Financial Corp | 5,120 | $900K | 0.4% | +82.5% | 0.001% | |
| 5/2/2025 | Equity Investment Corp | 586,489 | $103.09M | 2.3% | -0.6% | 0.148% | |
| 5/2/2025 | Altman Advisors Inc. | 10,810 | $1.74M | 0.7% | +2.7% | 0.003% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 9,725 | $1.71M | 0.0% | -5.5% | 0.002% | |
| 5/2/2025 | Private Wealth Management Group LLC | 237 | $42K | 0.0% | -53.0% | 0.000% | |
| 5/2/2025 | Victory Capital Management Inc. | 946,524 | $166.37M | 0.2% | +2.7% | 0.239% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 2,817 | $495K | 0.0% | +28.5% | 0.001% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 2,262 | $363K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Parthenon LLC | 33,424 | $5.88M | 0.7% | -0.3% | 0.008% | |
| 5/2/2025 | Larson Financial Group LLC | 16,198 | $2.85M | 0.1% | +8.1% | 0.004% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 1,736 | $305K | 0.0% | -27.6% | 0.000% | |
| 5/2/2025 | Wealthfront Advisers LLC | 60,153 | $10.57M | 0.0% | -9.3% | 0.015% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 97,157 | $17.08M | 0.4% | +30.4% | 0.025% | |
| 5/2/2025 | Whittier Trust Co. | 204,318 | $35.91M | 0.5% | +26.9% | 0.052% | |
| 5/2/2025 | First Command Advisory Services Inc. | 1,615 | $284K | 0.0% | -27.7% | 0.000% | |
| 5/2/2025 | Provident Trust Co. | 2,118,750 | $372.41M | 6.9% | -1.1% | 0.535% | |
| 5/2/2025 | Hager Investment Management Services LLC | 2,516 | $442K | 0.3% | -4.9% | 0.001% | |
| 5/2/2025 | United Community Bank | 12,325 | $2.17M | 0.8% | +687.0% | 0.003% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 9,502,467 | $1.67B | 0.6% | +26.1% | 2.401% | |
| 5/2/2025 | Dakota Wealth Management | 3,180 | $559K | 0.0% | -23.4% | 0.001% | |
| 5/2/2025 | Sumitomo Life Insurance Co. | 9,616 | $1.69M | 0.1% | -1.3% | 0.002% | |
| 5/2/2025 | Asahi Life Asset Management CO. LTD. | 2,440 | $429K | 0.3% | N/A | 0.001% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 3,452 | $607K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Apollon Wealth Management LLC | 27,161 | $4.77M | 0.1% | +1.7% | 0.007% | |
| 5/2/2025 | Bogart Wealth LLC | 63,900 | $11.23M | 0.5% | +14.8% | 0.016% | |
| 5/2/2025 | Sigma Planning Corp | 1,732 | $304K | 0.0% | -5.1% | 0.000% | |
| 5/2/2025 | Signaturefd LLC | 7,189 | $1.26M | 0.0% | +1.2% | 0.002% | |
| 5/2/2025 | Edgestream Partners L.P. | 52,090 | $9.16M | 0.3% | +1,503.3% | 0.013% | |
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| 5/1/2025 | Florida Financial Advisors LLC | 2,036 | $358K | 0.1% | +8.5% | 0.001% | |
| 5/1/2025 | Bleakley Financial Group LLC | 16,031 | $2.82M | 0.1% | -2.3% | 0.004% | |
| 5/1/2025 | BHK Investment Advisors LLC | 1,705 | $300K | 0.1% | -16.3% | 0.000% | |
| 5/1/2025 | Securian Asset Management Inc. | 21,007 | $3.69M | 0.1% | -1.5% | 0.005% | |
| 5/1/2025 | MQS Management LLC | 3,612 | $635K | 0.4% | N/A | 0.001% | |
| 5/1/2025 | Isthmus Partners LLC | 75,646 | $13.30M | 1.7% | -0.2% | 0.019% | |
| 5/1/2025 | LRI Investments LLC | 4,183 | $735K | 0.1% | -8.3% | 0.001% | |
| 5/1/2025 | Asset Dedication LLC | 3,820 | $671K | 0.1% | -1.7% | 0.001% | |
| 5/1/2025 | CWM LLC | 23,676 | $4.16M | 0.0% | +50.4% | 0.006% | |
| 5/1/2025 | Schear Investment Advisers LLC | 11,805 | $2.08M | 1.2% | +8.0% | 0.003% | |
| 5/1/2025 | TruNorth Capital Management LLC | 280 | $49K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 3,322 | $584K | 0.0% | -37.2% | 0.001% | |
| 5/1/2025 | Stephens Inc. AR | 66,840 | $11.75M | 0.2% | +59.2% | 0.017% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 4,674 | $822K | 0.1% | -4.6% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 649,890 | $114.23M | 0.2% | +0.2% | 0.164% | |
| 5/1/2025 | Mutual of America Capital Management LLC | 46,046 | $8.09M | 0.1% | -3.1% | 0.012% | |
| 5/1/2025 | Platform Technology Partners | 2,583 | $454K | 0.1% | +65.8% | 0.001% | |
| 5/1/2025 | Arizona State Retirement System | 116,445 | $20.47M | 0.1% | +1.7% | 0.029% | |
| 5/1/2025 | Kathmere Capital Management LLC | 7,059 | $1.24M | 0.1% | -11.7% | 0.002% | |
| 5/1/2025 | Ballentine Partners LLC | 8,552 | $1.50M | 0.0% | +11.4% | 0.002% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 8,780 | $1.54M | 1.0% | -8.1% | 0.002% | |
| 5/1/2025 | Fortem Financial Group LLC | 6,427 | $1.13M | 0.4% | -12.3% | 0.002% | |
| 5/1/2025 | IFC Advisors LLC | 1,298 | $228K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | SteelPeak Wealth LLC | 21,297 | $3.74M | 0.2% | +34.7% | 0.005% | |
| 5/1/2025 | Xponance Inc. | 55,688 | $9.79M | 0.1% | +0.7% | 0.014% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 7,401 | $1.30M | 0.1% | +40.0% | 0.002% | |
| 4/30/2025 | CFC Planning Co LLC | 14,923 | $2.62M | 2.9% | +15.8% | 0.004% | |
| 4/30/2025 | State of Michigan Retirement System | 107,456 | $18.89M | 0.1% | -0.2% | 0.027% | |
| 4/30/2025 | Cerity Partners LLC | 130,126 | $22.87M | 0.0% | +6.3% | 0.033% | |
| 4/30/2025 | DMC Group LLC | 3,580 | $629K | 0.5% | +5.4% | 0.001% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 11,836 | $2.08M | 0.3% | -0.8% | 0.003% | |
| 4/30/2025 | Code Waechter LLC | 2,269 | $399K | 0.3% | N/A | 0.001% | |
| 4/30/2025 | Telos Capital Management Inc. | 36,046 | $6.34M | 0.7% | -0.2% | 0.009% | |
| 4/30/2025 | Allworth Financial LP | 20,030 | $3.52M | 0.0% | -9.4% | 0.005% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 2,882 | $507K | 0.1% | +63.8% | 0.001% | |
| 4/30/2025 | Rogco LP | 2,441 | $429K | 0.2% | N/A | 0.001% | |
| 4/30/2025 | Leavell Investment Management Inc. | 2,670 | $469K | 0.0% | +9.3% | 0.001% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 2,786 | $490K | 0.0% | -11.0% | 0.001% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 2,040 | $351K | 0.1% | +64.5% | 0.001% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 157,840 | $27.74M | 0.1% | -9.2% | 0.040% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 8,786 | $1.54M | 0.2% | -16.3% | 0.002% | |
| 4/30/2025 | LBP AM SA | 21,356 | $3.75M | 0.1% | -4.4% | 0.005% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 6,382 | $1.12M | 0.0% | -68.9% | 0.002% | |
| 4/30/2025 | New Mexico Educational Retirement Board | 18,499 | $3.25M | 0.1% | -2.6% | 0.005% | |
| 4/30/2025 | Court Place Advisors LLC | 8,544 | $1.50M | 0.5% | -4.0% | 0.002% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 193 | $34K | 0.0% | +50.8% | 0.000% | |
| 4/30/2025 | First National Bank & Trust Co. of Newtown | 9,590 | $1.69M | 0.4% | -1.0% | 0.002% | |
| 4/30/2025 | Greenleaf Trust | 12,540 | $2.20M | 0.0% | +1.0% | 0.003% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 109,988 | $18.65M | 0.0% | -0.5% | 0.028% | |
| 4/30/2025 | Personal CFO Solutions LLC | 3,704 | $651K | 0.1% | -2.6% | 0.001% | |
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| 4/30/2025 | Opus Capital Group LLC | 1,726 | $303K | 0.0% | -23.8% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 206,467 | $36.29M | 0.1% | -5.9% | 0.052% | |
| 4/30/2025 | Exane Asset Management | 149,783 | $28.43M | 16.2% | +32.9% | 0.038% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 1,178 | $207K | 0.0% | +10.7% | 0.000% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 46,842 | $8.23M | 0.1% | +0.9% | 0.012% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 3,098 | $545K | 0.1% | +33.1% | 0.001% | |
| 4/30/2025 | Brown Advisory Inc. | 80,821 | $14.21M | 0.0% | -3.9% | 0.020% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 49,101 | $8.63M | 0.2% | +37.4% | 0.012% | |
| 4/30/2025 | Washington Trust Bank | 85,914 | $15.10M | 1.5% | +4.7% | 0.022% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 1,231 | $216K | 0.0% | N/A | 0.000% | |
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