| 5/2/2025 | Patton Albertson Miller Group LLC | 11,315 | $6.67M | 1.0% | -17.0% | 0.011% | |
| 5/2/2025 | Burling Wealth Partners LLC | 9,281 | $5.47M | 1.2% | +9.6% | 0.009% | |
| 5/2/2025 | Forte Capital LLC ADV | 631 | $372K | 0.0% | +3.6% | 0.001% | |
| 5/2/2025 | Forum Financial Management LP | 951 | $561K | 0.0% | +12.3% | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 498 | $294K | 0.0% | -4.6% | 0.000% | |
| 5/2/2025 | Graypoint LLC | 3,484 | $2.05M | 0.1% | +1.3% | 0.003% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 943 | $556K | 0.3% | -15.6% | 0.001% | |
| 5/2/2025 | Ascent Wealth Partners LLC | 15,601 | $9.01M | 1.2% | +11.0% | 0.015% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 611 | $360K | 0.0% | -26.6% | 0.001% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 784 | $462K | 0.1% | +4.5% | 0.001% | |
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| 5/2/2025 | Jacobson & Schmitt Advisors LLC | 11,136 | $6.57M | 1.3% | -15.2% | 0.010% | |
| 5/2/2025 | LMG Wealth Partners LLC | 4,410 | $2.60M | 0.6% | N/A | 0.004% | |
| 5/2/2025 | FWG Holdings LLC | 1,042 | $580K | 0.3% | +23.3% | 0.001% | |
| 5/2/2025 | Triasima Portfolio Management inc. | 392 | $231K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Welch & Forbes LLC | 199,706 | $117.74M | 1.5% | -0.3% | 0.186% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 2,561 | $1.51M | 0.0% | -17.5% | 0.002% | |
| 5/2/2025 | Victory Capital Management Inc. | 87,634 | $51.67M | 0.1% | -0.6% | 0.082% | |
| 5/2/2025 | Schrum Private Wealth Management LLC | 350 | $207K | 0.2% | N/A | 0.000% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 433 | $241K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Tectonic Advisors LLC | 4,024 | $2.37M | 0.1% | +10.8% | 0.004% | |
| 5/2/2025 | Larson Financial Group LLC | 797 | $470K | 0.0% | -11.8% | 0.001% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 563 | $332K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | PAX Financial Group LLC | 1,075 | $634K | 0.1% | +18.8% | 0.001% | |
| 5/2/2025 | Wealthfront Advisers LLC | 13,099 | $7.72M | 0.0% | +16.1% | 0.012% | |
| 5/2/2025 | West Family Investments Inc. | 1,432 | $844K | 0.3% | +22.8% | 0.001% | |
| 5/2/2025 | Whittier Trust Co. | 2,688 | $1.59M | 0.0% | +3.3% | 0.003% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 2,023 | $1.19M | 1.4% | +113.6% | 0.002% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 82,714 | $48.77M | 0.0% | +235.3% | 0.077% | |
| 5/2/2025 | Dakota Wealth Management | 3,014 | $1.78M | 0.0% | -73.4% | 0.003% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 53,062 | $31.28M | 0.1% | N/A | 0.049% | |
| 5/2/2025 | Apollon Wealth Management LLC | 6,033 | $3.56M | 0.1% | -4.5% | 0.006% | |
| 5/2/2025 | Bogart Wealth LLC | 13,017 | $7.68M | 0.4% | +0.8% | 0.012% | |
| 5/2/2025 | Sigma Planning Corp | 2,080 | $1.23M | 0.0% | +1.6% | 0.002% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 750 | $442K | 0.1% | +29.8% | 0.001% | |
| 5/2/2025 | Signaturefd LLC | 2,085 | $1.23M | 0.0% | +14.9% | 0.002% | |
| 5/1/2025 | Eos Management L.P. | 11,759 | $6.93M | 3.1% | +41.3% | 0.011% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 20,954 | $12.35M | 1.2% | +2.1% | 0.019% | |
| 5/1/2025 | CWM LLC | 3,807 | $2.24M | 0.0% | +4.5% | 0.004% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 15,373 | $9.06M | 0.3% | -13.9% | 0.014% | |
| 5/1/2025 | TruNorth Capital Management LLC | 120 | $71K | 0.0% | N/A | 0.000% | |
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| 5/1/2025 | Stephens Investment Management Group LLC | 28,102 | $16.57M | 0.2% | +6.2% | 0.026% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 30,163 | $17.78M | 1.3% | -1.6% | 0.028% | |
| 5/1/2025 | Stephens Inc. AR | 10,316 | $6.08M | 0.1% | +0.9% | 0.010% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 873 | $515K | 0.0% | +11.5% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 123,857 | $73.02M | 0.1% | -11.1% | 0.115% | |
| 5/1/2025 | Mutual of America Capital Management LLC | 21,198 | $12.50M | 0.1% | +65.0% | 0.020% | |
| 5/1/2025 | Arizona State Retirement System | 32,237 | $19.01M | 0.1% | +4.8% | 0.030% | |
| 5/1/2025 | Ballentine Partners LLC | 1,757 | $1.04M | 0.0% | +5.7% | 0.002% | |
| 5/1/2025 | PYA Waltman Capital LLC | 12,843 | $7.57M | 2.4% | N/A | 0.012% | |
| 5/1/2025 | Freedom Day Solutions LLC | 3,067 | $1.81M | 0.6% | N/A | 0.003% | |
| 5/1/2025 | Xponance Inc. | 15,583 | $9.19M | 0.1% | +1.7% | 0.015% | |
| 5/1/2025 | WESPAC Advisors LLC | 344 | $203K | 0.2% | N/A | 0.000% | |
| 4/30/2025 | Robeco Schweiz AG | 52,338 | $30.86M | 0.8% | -10.2% | 0.049% | |
| 4/30/2025 | Mar Vista Investment Partners LLC | 40,999 | $24.17M | 2.0% | -21.3% | 0.038% | |
| 4/30/2025 | Ramsay Stattman Vela & Price Inc. | 4,833 | $2.85M | 0.5% | N/A | 0.005% | |
| 4/30/2025 | MJP Associates Inc. ADV | 389 | $229K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 81,627 | $48.13M | 0.1% | +41.6% | 0.076% | |
| 4/30/2025 | Arcus Capital Partners LLC | 1,587 | $936K | 0.4% | N/A | 0.001% | |
| 4/30/2025 | Alps Advisors Inc. | 620 | $366K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 729 | $408K | 0.0% | -15.3% | 0.001% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 4,084 | $2.41M | 0.3% | +69.9% | 0.004% | |
| 4/30/2025 | Peddock Capital Advisors LLC | 5,227 | $3.08M | 0.8% | -1.8% | 0.005% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 697 | $411K | 0.0% | -6.4% | 0.001% | |
| 4/30/2025 | Bridges Investment Management Inc. | 5,223 | $3.08M | 0.0% | -4.4% | 0.005% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 52,974 | $31.23M | 0.2% | -24.5% | 0.049% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 674 | $397K | 0.1% | -59.3% | 0.001% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 13,016 | $7.67M | 0.2% | +2.2% | 0.012% | |
| 4/30/2025 | New Mexico Educational Retirement Board | 5,000 | $2.95M | 0.1% | -2.0% | 0.005% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 1,604 | $946K | 0.1% | +2.2% | 0.001% | |
| 4/30/2025 | Greenleaf Trust | 37,143 | $21.90M | 0.2% | +1.3% | 0.035% | |
| 4/30/2025 | Flossbach Von Storch SE | 300,048 | $176.90M | 0.8% | +10.8% | 0.279% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 181,049 | $103.93M | 0.2% | -2.4% | 0.169% | |
| 4/30/2025 | M&T Bank Corp | 30,203 | $17.81M | 0.1% | -14.4% | 0.028% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 1,807 | $1.07M | 0.0% | -9.0% | 0.002% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 13,022 | $7.68M | 0.5% | -5.8% | 0.012% | |
| 4/30/2025 | Brown Advisory Inc. | 34,332 | $20.24M | 0.0% | -12.9% | 0.032% | |
| 4/30/2025 | China Universal Asset Management Co. Ltd. | 2,652 | $1.56M | 0.1% | +52.0% | 0.002% | |
| 4/30/2025 | Ninety One North America Inc. | 1,688 | $995K | 0.1% | -13.7% | 0.002% | |
| 4/30/2025 | EULAV Asset Management | 91,169 | $53.75M | 1.3% | +30.1% | 0.085% | |
| 4/30/2025 | Account Management LLC | 887 | $523K | 0.6% | -5.3% | 0.001% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 8,791 | $5.18M | 0.1% | -0.3% | 0.008% | |
| 4/30/2025 | Washington Trust Bank | 759 | $447K | 0.0% | -55.1% | 0.001% | |
| 4/30/2025 | Fullcircle Wealth LLC | 437 | $241K | 0.1% | +18.4% | 0.000% | |
| 4/29/2025 | Callan Capital LLC | 505 | $298K | 0.0% | +23.2% | 0.000% | |
| 4/29/2025 | TD Private Client Wealth LLC | 138 | $81K | 0.0% | -41.5% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 310,038 | $182.79M | 0.1% | +0.5% | 0.289% | |
| 4/29/2025 | Drake & Associates LLC | 823 | $485K | 0.1% | +11.2% | 0.001% | |
| 4/29/2025 | Penserra Capital Management LLC | 1,422 | $838K | 0.0% | +406.0% | 0.001% | |
| 4/29/2025 | Atlantic Edge Private Wealth Management LLC | 4,795 | $2.83M | 0.9% | +2.0% | 0.004% | |
| 4/29/2025 | One Day In July LLC | 353 | $208K | 0.0% | N/A | 0.000% | |
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| 4/29/2025 | Novare Capital Management LLC | 37,094 | $21.87M | 1.9% | -1.7% | 0.035% | |
| 4/29/2025 | Catawba River Capital | 13,714 | $8.09M | 4.9% | +0.7% | 0.013% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,327 | $2.55M | 0.1% | +8.5% | 0.004% | |
| 4/29/2025 | Simmons Bank | 1,339 | $789K | 0.1% | -74.0% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 723,929 | $426.81M | 0.1% | -20.6% | 0.674% | |
| 4/29/2025 | World Investment Advisors | 7,151 | $4.22M | 0.1% | -1.4% | 0.007% | |
| 4/29/2025 | Wayfinding Financial LLC | 53 | $31K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Olde Wealth Management LLC | 53 | $31K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Kintegral Advisory LLC | 927 | $547K | 0.1% | -32.9% | 0.001% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 82 | $48K | 0.0% | -82.8% | 0.000% | |
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