| 5/2/2025 | Forte Capital LLC ADV | 32,580 | $2.11M | 0.3% | +1.9% | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 13,945 | $902K | 0.0% | -3.1% | 0.001% | |
| 5/2/2025 | Bailard Inc. | 16,734 | $1.08M | 0.0% | +1.6% | 0.001% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 33,821 | $2.19M | 0.2% | +5.4% | 0.001% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 14,646 | $947K | 0.1% | +1.2% | 0.001% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 9,083 | $588K | 0.1% | +46.5% | 0.000% | |
| 5/2/2025 | Equity Investment Corp | 2,151,142 | $139.16M | 3.1% | +4.5% | 0.090% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 3,855 | $249K | 0.0% | +44.1% | 0.000% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 3,725 | $241K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Larson Financial Group LLC | 1,006 | $65K | 0.0% | -20.6% | 0.000% | |
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| 5/2/2025 | Violich Capital Management Inc. | 3,924 | $254K | 0.0% | -6.0% | 0.000% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,699 | $110K | 0.0% | -65.9% | 0.000% | |
| 5/2/2025 | Leo Wealth LLC | 20,931 | $1.35M | 0.2% | +106.7% | 0.001% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 171,731 | $11.11M | 0.0% | +24.2% | 0.007% | |
| 5/2/2025 | Sigma Planning Corp | 6,413 | $416K | 0.0% | +15.8% | 0.000% | |
| 5/2/2025 | Signaturefd LLC | 38,340 | $2.48M | 0.0% | +5.0% | 0.002% | |
| 5/1/2025 | Bleakley Financial Group LLC | 60,777 | $3.93M | 0.1% | +16.6% | 0.003% | |
| 5/1/2025 | Weatherly Asset Management L. P. | 64,940 | $4.25M | 0.4% | +1.1% | 0.003% | |
| 5/1/2025 | LRI Investments LLC | 2,752 | $178K | 0.0% | -39.8% | 0.000% | |
| 5/1/2025 | CWM LLC | 96,003 | $6.21M | 0.0% | -2.5% | 0.004% | |
| 5/1/2025 | TruNorth Capital Management LLC | 1,267 | $82K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 33,183 | $2.15M | 0.0% | +22.2% | 0.001% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 19,915 | $1.29M | 0.1% | +1.6% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 22,229 | $1.44M | 0.0% | N/A | 0.001% | |
| 5/1/2025 | FDx Advisors Inc. | 6,312 | $408K | 0.1% | +7.3% | 0.000% | |
| 5/1/2025 | Kathmere Capital Management LLC | 4,659 | $301K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Ballentine Partners LLC | 14,803 | $958K | 0.0% | -8.4% | 0.001% | |
| 5/1/2025 | Diversify Wealth Management LLC | 15,739 | $1.02M | 0.1% | +19.1% | 0.001% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 4,594 | $275K | 0.0% | +26.6% | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 168,392 | $10.89M | 0.0% | +8.2% | 0.007% | |
| 4/30/2025 | Code Waechter LLC | 9,642 | $624K | 0.5% | N/A | 0.000% | |
| 4/30/2025 | Allworth Financial LP | 2,644 | $157K | 0.0% | -50.1% | 0.000% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 22,892 | $1.48M | 0.2% | +14.1% | 0.001% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 900 | $59K | 0.0% | -25.0% | 0.000% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 9,871 | $639K | 0.0% | -12.6% | 0.000% | |
| 4/30/2025 | Linden Thomas Advisory Services LLC | 7,320 | $474K | 0.1% | +13.1% | 0.000% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 9,855 | $638K | 0.0% | +4.6% | 0.000% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 10,221 | $661K | 0.0% | -24.7% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 260,478 | $16.85M | 0.1% | -2.5% | 0.011% | |
| 4/30/2025 | May Hill Capital LLC | 4,659 | $301K | 0.1% | N/A | 0.000% | |
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| 4/30/2025 | Brown Advisory Inc. | 14,738 | $953K | 0.0% | -2.1% | 0.001% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 15,186 | $982K | 0.2% | +2.4% | 0.001% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 149,754 | $9.69M | 0.2% | -12.1% | 0.006% | |
| 4/30/2025 | Fullcircle Wealth LLC | 8,737 | $525K | 0.2% | +105.7% | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 7,539 | $488K | 0.0% | +64.8% | 0.000% | |
| 4/29/2025 | Financial Counselors Inc. | 7,107 | $460K | 0.0% | -5.0% | 0.000% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 34,317 | $2.22M | 1.0% | +11.1% | 0.001% | |
| 4/29/2025 | Callan Capital LLC | 22,014 | $1.42M | 0.1% | +56.8% | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,859,047 | $184.95M | 0.1% | +8.0% | 0.119% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 3,644 | $236K | 0.0% | -5.7% | 0.000% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 6,623 | $428K | 0.0% | +43.5% | 0.000% | |
| 4/29/2025 | HM Payson & Co. | 5,686 | $368K | 0.0% | +64.3% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 640,291 | $41.42M | 0.0% | +5.7% | 0.027% | |
| 4/29/2025 | World Investment Advisors | 7,305 | $474K | 0.0% | -15.7% | 0.000% | |
| 4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 125,177 | $8.08M | 0.8% | N/A | 0.005% | |
| 4/29/2025 | Argyle Capital Management LLC | 9,800 | $634K | 0.2% | +36.8% | 0.000% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 106,030 | $6.86M | 1.8% | -1.7% | 0.004% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 4,679 | $300K | 0.0% | -14.0% | 0.000% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 18,462 | $1.19M | 0.1% | +6.8% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 85,094 | $5.51M | 0.0% | +3.1% | 0.004% | |
| 4/28/2025 | Mutual Advisors LLC | 9,221 | $553K | 0.0% | +52.5% | 0.000% | |
| 4/28/2025 | ZWJ Investment Counsel Inc. | 85,615 | $5.54M | 0.2% | -3.5% | 0.004% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 6,177 | $404K | 0.0% | +45.9% | 0.000% | |
| 4/28/2025 | Private Trust Co. NA | 3,945 | $255K | 0.0% | -49.3% | 0.000% | |
| 4/28/2025 | Arlington Trust Co LLC | 600 | $39K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Miller Howard Investments Inc. NY | 797,687 | $51.60M | 1.6% | +2.7% | 0.033% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 12,975 | $839K | 0.1% | +12.6% | 0.001% | |
| 4/28/2025 | First Bank & Trust | 66,225 | $4.28M | 0.8% | +17.3% | 0.003% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 6,205 | $401K | 0.1% | +10.1% | 0.000% | |
| 4/28/2025 | WCM Investment Management LLC | 44,877 | $2.88M | 0.0% | -1.9% | 0.002% | |
| 4/28/2025 | Pictet North America Advisors SA | 3,185 | $206K | 0.0% | -20.1% | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 135,275 | $8.75M | 0.1% | +13.4% | 0.006% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 6,015 | $389K | 0.0% | -5.1% | 0.000% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 149,360 | $9.66M | 2.1% | -0.1% | 0.006% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 3,986 | $258K | 0.0% | +7.4% | 0.000% | |
| 4/25/2025 | Townsend & Associates Inc | 332,070 | $21.48M | 2.2% | +21.2% | 0.014% | |
| 4/25/2025 | Westside Investment Management Inc. | 500 | $32K | 0.0% | -28.6% | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 8,093 | $524K | 0.0% | -3.1% | 0.000% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 4,730 | $306K | 0.1% | -11.5% | 0.000% | |
| 4/25/2025 | Augustine Asset Management Inc. | 91,639 | $5.93M | 1.7% | +0.3% | 0.004% | |
| 4/25/2025 | Essex Financial Services Inc. | 3,181 | $206K | 0.0% | -59.9% | 0.000% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 5,077 | $328K | 0.0% | +17.2% | 0.000% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,704 | $110K | 0.0% | -63.0% | 0.000% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 252,653 | $16.29M | 0.0% | -28.6% | 0.011% | |
| 4/24/2025 | Park Place Capital Corp | 10,351 | $670K | 0.2% | +2.8% | 0.000% | |
| 4/24/2025 | PDS Planning Inc | 7,679 | $497K | 0.0% | +25.8% | 0.000% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 16,790 | $1.09M | 0.0% | +7.7% | 0.001% | |
| 4/23/2025 | Value Partners Investments Inc. | 127,022 | $8.23M | 0.7% | N/A | 0.005% | |
| 4/23/2025 | Phillips Wealth Planners LLC | 12,114 | $784K | 0.8% | +61.7% | 0.001% | |
| 4/23/2025 | Perigon Wealth Management LLC | 15,439 | $999K | 0.0% | -9.7% | 0.001% | |
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| 4/23/2025 | Golden State Wealth Management LLC | 4,402 | $285K | 0.0% | -4.3% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 4,332 | $280K | 0.0% | +15.9% | 0.000% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 10,785 | $698K | 0.2% | +5.7% | 0.000% | |
| 4/23/2025 | Spire Wealth Management | 5,406 | $350K | 0.0% | -22.0% | 0.000% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 28,529 | $1.85M | 0.1% | -0.9% | 0.001% | |
| 4/23/2025 | Global Assets Advisory LLC | 10,031 | $649K | 0.1% | N/A | 0.000% | |
| 4/23/2025 | Moran Wealth Management LLC | 94,572 | $6.12M | 0.2% | -79.8% | 0.004% | |
| 4/23/2025 | International Assets Investment Management LLC | 6,186 | $400K | 0.0% | -50.6% | 0.000% | |
| 4/23/2025 | Ledyard National Bank | 146,027 | $9.45M | 0.9% | -5.1% | 0.006% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 11,818 | $764K | 0.2% | +3.4% | 0.000% | |
