| 6/2/2025 | Modern Wealth Management LLC | 18,732 | $290K | 0.0% | N/A | 0.000% | |
| 5/29/2025 | Rhumbline Advisers | 125,355 | $1.94M | 0.0% | -25.8% | 0.002% | |
| 5/21/2025 | Acadian Asset Management LLC | 39,574 | $610K | 0.0% | +336.4% | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,163 | $49K | 0.0% | +41.6% | 0.000% | |
| 5/20/2025 | Focus Partners Wealth | 18,253 | $282K | 0.0% | +40.5% | 0.000% | |
| 5/16/2025 | Ascent Group LLC | 15,205 | $235K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 11,271,361 | $174.26M | 0.0% | +0.5% | 0.174% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,386 | $501K | 0.0% | -2.2% | 0.001% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 6,496,260 | $100.43M | 0.7% | +1.8% | 0.100% | |
| 5/16/2025 | AQR Capital Management LLC | 177,249 | $2.74M | 0.0% | +26.0% | 0.003% | |
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| 5/16/2025 | Advisors Asset Management Inc. | 67,234 | $1.04M | 0.0% | +4.2% | 0.001% | |
| 5/16/2025 | Aprio Wealth Management LLC | 20,697 | $320K | 0.0% | +45.2% | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 578,480 | $8.94M | 0.0% | -0.5% | 0.009% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 32,243 | $498K | 0.1% | +2.6% | 0.000% | |
| 5/15/2025 | Vident Advisory LLC | 111,138 | $1.72M | 0.0% | +21.8% | 0.002% | |
| 5/15/2025 | Evergreen Capital Management LLC | 67,824 | $1.05M | 0.0% | -1.9% | 0.001% | |
| 5/15/2025 | Te Ahumairangi Investment Management Ltd | 34,657 | $536K | 0.1% | -12.6% | 0.001% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 14,739 | $228K | 0.0% | -4.8% | 0.000% | |
| 5/14/2025 | Ieq Capital LLC | 44,402 | $686K | 0.0% | +6.8% | 0.001% | |
| 5/14/2025 | ICONIQ Capital LLC | 43,928 | $679K | 0.0% | +25.3% | 0.001% | |
| 5/14/2025 | SVB Wealth LLC | 14,891 | $230K | 0.0% | -27.3% | 0.000% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 45,943 | $724K | 0.1% | +8.6% | 0.001% | |
| 5/14/2025 | 1832 Asset Management L.P. | 64,785 | $1.00M | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Compound Planning Inc. | 109,707 | $1.70M | 0.1% | +52.2% | 0.002% | |
| 5/14/2025 | Summit Financial LLC | 36,800 | $569K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 75,465 | $1.17M | 0.1% | -1.0% | 0.001% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 16,582 | $256K | 0.0% | +30.8% | 0.000% | |
| 5/13/2025 | Northern Trust Corp | 5,188,817 | $80.22M | 0.0% | +3.2% | 0.080% | |
| 5/13/2025 | Brooklyn Investment Group | 5,947 | $92K | 0.0% | +654.7% | 0.000% | |
| 5/13/2025 | Seven Mile Advisory | 10,029 | $155K | 0.1% | N/A | 0.000% | |
| 5/13/2025 | Cresset Asset Management LLC | 15,348 | $240K | 0.0% | -6.7% | 0.000% | |
| 5/13/2025 | American Century Companies Inc. | 1,605,115 | $24.82M | 0.0% | +5.9% | 0.025% | |
| 5/13/2025 | Ethic Inc. | 392,673 | $5.92M | 0.1% | -5.5% | 0.006% | |
| 5/13/2025 | Boston Partners | 421,483 | $6.47M | 0.0% | +21.1% | 0.007% | |
| 5/13/2025 | Russell Investments Group Ltd. | 87,352 | $1.35M | 0.0% | +34.8% | 0.001% | |
| 5/13/2025 | Callan Family Office LLC | 130,236 | $2.01M | 0.2% | -4.3% | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 254,340 | $3.93M | 0.0% | -1.4% | 0.004% | |
| 5/12/2025 | Eagle Global Advisors LLC | 311,000 | $4.81M | 0.2% | -7.4% | 0.005% | |
| 5/12/2025 | Lockheed Martin Investment Management Co. | 121,560 | $1.88M | 0.1% | -4.3% | 0.002% | |
| 5/12/2025 | Entropy Technologies LP | 11,600 | $179K | 0.0% | N/A | 0.000% | |
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| 5/12/2025 | Invesco Ltd. | 918,290 | $14.20M | 0.0% | -9.4% | 0.014% | |
| 5/12/2025 | Townsquare Capital LLC | 85,910 | $1.33M | 0.0% | +4.2% | 0.001% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 2,737 | $42K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 579,277 | $8.96M | 0.0% | +20.0% | 0.009% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 10,154 | $157K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Allianz SE | 220,000 | $3.40M | 0.1% | N/A | 0.003% | |
| 5/9/2025 | Blair William & Co. IL | 24,467 | $378K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 177,553 | $2.75M | 0.0% | -0.5% | 0.003% | |
| 5/8/2025 | US Bancorp DE | 361,646 | $5.59M | 0.0% | +20.8% | 0.006% | |
| 5/8/2025 | Cordatus Wealth Management LLC | 36,863 | $570K | 0.2% | N/A | 0.001% | |
| 5/8/2025 | Natixis Advisors LLC | 1,439,197 | $22.25M | 0.0% | +59.8% | 0.022% | |
| 5/8/2025 | Federated Hermes Inc. | 184,730 | $2.86M | 0.0% | +1.7% | 0.003% | |
| 5/7/2025 | Ramirez Asset Management Inc. | 409,398 | $6.33M | 1.3% | -8.8% | 0.006% | |
| 5/7/2025 | New Republic Capital LLC | 12,694 | $196K | 0.1% | -5.6% | 0.000% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 17,206 | $266K | 0.1% | -12.0% | 0.000% | |
| 5/7/2025 | LPL Financial LLC | 445,354 | $6.89M | 0.0% | +37.0% | 0.007% | |
| 5/7/2025 | HB Wealth Management LLC | 18,329 | $283K | 0.0% | +47.3% | 0.000% | |
| 5/6/2025 | Pacer Advisors Inc. | 57,884 | $895K | 0.0% | +3.0% | 0.001% | |
| 5/6/2025 | Assetmark Inc. | 30,588 | $473K | 0.0% | +63.2% | 0.000% | |
| 5/6/2025 | Cetera Investment Advisers | 255,579 | $3.95M | 0.0% | +15.5% | 0.004% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 32,499 | $502K | 0.0% | +22.7% | 0.001% | |
| 5/6/2025 | Dorsey Wright & Associates | 159,362 | $2.46M | 0.6% | -10.6% | 0.002% | |
| 5/6/2025 | Abel Hall LLC | 14,276 | $221K | 0.1% | N/A | 0.000% | |
| 5/6/2025 | Choreo LLC | 51,441 | $795K | 0.0% | -8.2% | 0.001% | |
| 5/5/2025 | Lindbrook Capital LLC | 20,072 | $310K | 0.0% | +3.8% | 0.000% | |
| 5/5/2025 | Csenge Advisory Group | 25,173 | $389K | 0.0% | +3.7% | 0.000% | |
| 5/5/2025 | Private Advisor Group LLC | 21,561 | $333K | 0.0% | -18.7% | 0.000% | |
| 5/5/2025 | Diversify Advisory Services LLC | 20,664 | $296K | 0.0% | +26.8% | 0.000% | |
| 5/2/2025 | Pzena Investment Management LLC | 22,134 | $342K | 0.0% | +12.8% | 0.000% | |
| 5/2/2025 | Bailard Inc. | 27,404 | $424K | 0.0% | +6.6% | 0.000% | |
| 5/2/2025 | West Family Investments Inc. | 15,330 | $237K | 0.1% | -43.0% | 0.000% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 282,363 | $4.37M | 0.0% | +103.6% | 0.004% | |
| 5/2/2025 | Dakota Wealth Management | 14,638 | $226K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 13,156 | $203K | 0.0% | -19.2% | 0.000% | |
| 5/2/2025 | Signaturefd LLC | 223,348 | $3.45M | 0.1% | +1.0% | 0.003% | |
| 5/1/2025 | Bleakley Financial Group LLC | 18,192 | $281K | 0.0% | +5.3% | 0.000% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 26,563 | $411K | 0.0% | -24.3% | 0.000% | |
| 5/1/2025 | Kathmere Capital Management LLC | 14,590 | $226K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Ballentine Partners LLC | 69,412 | $1.07M | 0.0% | +12.7% | 0.001% | |
| 5/1/2025 | Diversify Wealth Management LLC | 67,896 | $974K | 0.1% | +11.2% | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 468,210 | $7.24M | 0.0% | +46.4% | 0.007% | |
| 4/30/2025 | Capital Insight Partners LLC | 51,128 | $790K | 0.1% | +4.0% | 0.001% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 146,335 | $2.26M | 0.3% | -39.6% | 0.002% | |
| 4/30/2025 | Greenleaf Trust | 170,448 | $2.64M | 0.0% | -42.3% | 0.003% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 20,099 | $311K | 0.0% | +25.9% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 49,938 | $772K | 0.0% | -2.5% | 0.001% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 102,350 | $1.58M | 0.2% | +3.3% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 4,138 | $64K | 0.0% | +823.7% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,923,502 | $29.74M | 0.0% | +6.6% | 0.030% | |
| 4/29/2025 | Bank of New York Mellon Corp | 670,686 | $10.37M | 0.0% | -10.1% | 0.010% | |
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| 4/29/2025 | World Investment Advisors | 26,968 | $417K | 0.0% | +90.3% | 0.000% | |
| 4/29/2025 | Wayfinding Financial LLC | 7,528 | $116K | 0.1% | N/A | 0.000% | |
| 4/29/2025 | Calamos Wealth Management LLC | 175,004 | $2.71M | 0.1% | N/A | 0.003% | |
| 4/29/2025 | Calamos Advisors LLC | 332,151 | $5.14M | 0.0% | +56.9% | 0.005% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 49,631 | $767K | 0.0% | +8.1% | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 2,334 | $36K | 0.0% | +1,044.1% | 0.000% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 56,435 | $872K | 0.1% | +4.2% | 0.001% | |
| 4/28/2025 | Summit Trail Advisors LLC | 11,654 | $180K | 0.0% | -6.3% | 0.000% | |
| 4/25/2025 | Shilanski & Associates Inc. | 14,632 | $226K | 0.1% | -9.6% | 0.000% | |
| 4/25/2025 | Augustine Asset Management Inc. | 259,864 | $4.02M | 1.2% | +2.0% | 0.004% | |
