| 5/2/2025 | Saturna Capital Corp | 605,943 | $36.08M | 0.5% | +1.4% | 0.025% | |
| 5/2/2025 | Cooke & Bieler LP | 1,044,982 | $62.23M | 0.6% | -1.1% | 0.042% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 43,255 | $2.58M | 0.2% | +18.4% | 0.002% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 17,023 | $1.01M | 0.2% | +8.2% | 0.001% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 29,707 | $1.77M | 0.3% | +9.5% | 0.001% | |
| 5/2/2025 | Allen Capital Group LLC | 70,622 | $4.21M | 0.5% | +15.7% | 0.003% | |
| 5/2/2025 | Equity Investment Corp | 2,114,903 | $125.94M | 2.8% | -2.5% | 0.086% | |
| 5/2/2025 | Welch & Forbes LLC | 14,006 | $834K | 0.0% | -2.9% | 0.001% | |
| 5/2/2025 | Altman Advisors Inc. | 30,061 | $1.91M | 0.8% | +3.1% | 0.001% | |
| 5/2/2025 | Grandfield & Dodd LLC | 410,166 | $24.43M | 1.5% | -0.5% | 0.017% | |
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| 5/2/2025 | Cullen Frost Bankers Inc. | 8,512 | $507K | 0.0% | +18.4% | 0.000% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 218,567 | $13.02M | 0.2% | -12.0% | 0.009% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 16,619 | $1.05M | 0.1% | -11.5% | 0.001% | |
| 5/2/2025 | Tectonic Advisors LLC | 25,710 | $1.53M | 0.1% | -9.9% | 0.001% | |
| 5/2/2025 | Kornitzer Capital Management Inc. KS | 370,152 | $22.04M | 0.5% | +52.7% | 0.015% | |
| 5/2/2025 | Larson Financial Group LLC | 15,328 | $913K | 0.0% | -20.4% | 0.001% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 3,888 | $232K | 0.0% | +6.7% | 0.000% | |
| 5/2/2025 | Pinkerton Retirement Specialists LLC | 82,502 | $4.91M | 0.6% | +0.5% | 0.003% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 23,590 | $1.41M | 0.0% | -2.8% | 0.001% | |
| 5/2/2025 | Whittier Trust Co. | 20,348 | $1.21M | 0.0% | -17.9% | 0.001% | |
| 5/2/2025 | Graybill Wealth Management LTD. | 4,850 | $289K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Dakota Wealth Management | 54,231 | $3.23M | 0.1% | -3.4% | 0.002% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 21,492 | $1.28M | 0.0% | +0.8% | 0.001% | |
| 5/2/2025 | Apollon Wealth Management LLC | 32,466 | $1.93M | 0.0% | -20.0% | 0.001% | |
| 5/2/2025 | Hohimer Wealth Management LLC | 16,253 | $968K | 0.2% | N/A | 0.001% | |
| 5/2/2025 | Sigma Planning Corp | 18,259 | $1.09M | 0.0% | -7.9% | 0.001% | |
| 5/2/2025 | Signaturefd LLC | 44,333 | $2.64M | 0.0% | +5.0% | 0.002% | |
| 5/1/2025 | Bleakley Financial Group LLC | 62,670 | $3.73M | 0.1% | -2.7% | 0.003% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 16,429 | $978K | 0.1% | -3.4% | 0.001% | |
| 5/1/2025 | CWM LLC | 112,023 | $6.67M | 0.0% | -3.8% | 0.005% | |
| 5/1/2025 | Oxbow Advisors LLC | 133,900 | $7.97M | 0.8% | +1.6% | 0.005% | |
| 5/1/2025 | Stephens Inc. AR | 58,720 | $3.50M | 0.1% | -4.0% | 0.002% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 27,926 | $1.66M | 0.1% | -6.1% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 4,751 | $283K | 0.0% | -88.8% | 0.000% | |
| 5/1/2025 | Kathmere Capital Management LLC | 5,119 | $305K | 0.0% | +28.1% | 0.000% | |
| 5/1/2025 | Ballentine Partners LLC | 20,678 | $1.23M | 0.0% | +3.2% | 0.001% | |
| 5/1/2025 | SkyOak Wealth LLC | 41,114 | $2.45M | 0.5% | -1.3% | 0.002% | |
| 5/1/2025 | Callahan Advisors LLC | 37,600 | $2.24M | 0.2% | -18.4% | 0.002% | |
| 5/1/2025 | Diversify Wealth Management LLC | 27,154 | $1.72M | 0.1% | +1.4% | 0.001% | |
| 4/30/2025 | Mar Vista Investment Partners LLC | 521,079 | $31.03M | 2.6% | -7.2% | 0.021% | |
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| 4/30/2025 | Cerity Partners LLC | 626,102 | $37.28M | 0.1% | +220.9% | 0.025% | |
| 4/30/2025 | Israel Discount Bank of New York | 12,879 | $767K | 0.6% | -15.9% | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 161,494 | $10.29M | 0.1% | +0.2% | 0.007% | |
| 4/30/2025 | Capital Insight Partners LLC | 43,511 | $2.59M | 0.5% | -2.2% | 0.002% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 42,809 | $2.55M | 0.4% | +0.9% | 0.002% | |
| 4/30/2025 | tru Independence LLC | 94,117 | $5.61M | 1.7% | +2.3% | 0.004% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 11,255 | $670K | 0.0% | +11.6% | 0.000% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 7,430 | $442K | 0.1% | -11.7% | 0.000% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 18,130 | $1.08M | 0.0% | +25.2% | 0.001% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 7,120 | $424K | 0.0% | -7.1% | 0.000% | |
| 4/30/2025 | Yacktman Asset Management LP | 250,411 | $14.91M | 0.2% | -7.9% | 0.010% | |
| 4/30/2025 | CORDA Investment Management LLC. | 816,782 | $48.64M | 3.9% | -1.0% | 0.033% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 4,855 | $289K | 0.1% | -7.5% | 0.000% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,101 | $423K | 0.0% | -24.7% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 648,601 | $38.62M | 0.1% | -1.0% | 0.026% | |
| 4/30/2025 | Liberty One Investment Management LLC | 12,269 | $731K | 0.1% | -2.1% | 0.000% | |
| 4/30/2025 | May Hill Capital LLC | 7,392 | $440K | 0.2% | +41.8% | 0.000% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 12,287 | $732K | 0.2% | +5.9% | 0.000% | |
| 4/30/2025 | Brown Advisory Inc. | 1,040,191 | $61.94M | 0.1% | +17.2% | 0.042% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 286,047 | $17.03M | 0.8% | +8.0% | 0.012% | |
| 4/30/2025 | Abound Financial LLC | 1,729 | $103K | 0.1% | N/A | 0.000% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 319,304 | $19.02M | 0.3% | -5.4% | 0.013% | |
| 4/30/2025 | Washington Trust Bank | 4,400 | $262K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Fullcircle Wealth LLC | 56,442 | $3.57M | 1.5% | +2.3% | 0.002% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 25,183 | $1.50M | 0.0% | +257.8% | 0.001% | |
| 4/29/2025 | Callan Capital LLC | 11,453 | $682K | 0.1% | +29.2% | 0.000% | |
| 4/29/2025 | TD Private Client Wealth LLC | 10,442 | $622K | 0.0% | -34.2% | 0.000% | |
| 4/29/2025 | Capital Advisors Inc. OK | 624,126 | $37.17M | 0.7% | +2.5% | 0.025% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,925,891 | $233.79M | 0.1% | +2.5% | 0.159% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 5,452 | $325K | 0.1% | +10.4% | 0.000% | |
| 4/29/2025 | Traveka Wealth LLC | 4,421 | $263K | 0.1% | -9.6% | 0.000% | |
| 4/29/2025 | Tradewinds LLC. | 3,694 | $220K | 0.1% | +8.4% | 0.000% | |
| 4/29/2025 | Sierra Ocean LLC | 5,383 | $321K | 0.3% | -3.1% | 0.000% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 51,168 | $3.05M | 0.1% | -4.3% | 0.002% | |
| 4/29/2025 | HM Payson & Co. | 18,526 | $1.10M | 0.0% | -38.3% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 934,804 | $55.67M | 0.0% | +33.2% | 0.038% | |
| 4/29/2025 | World Investment Advisors | 80,490 | $4.79M | 0.1% | +14.1% | 0.003% | |
| 4/29/2025 | Truist Financial Corp | 918,340 | $54.69M | 0.1% | -1.1% | 0.037% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 13,460 | $802K | 0.1% | -4.0% | 0.001% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 28,900 | $1.72M | 0.0% | +39.2% | 0.001% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 39,840 | $2.37M | 0.6% | +0.6% | 0.002% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 23,410 | $1.39M | 0.0% | -19.7% | 0.001% | |
| 4/29/2025 | 44 Wealth Management LLC | 15,255 | $908K | 0.3% | +75.6% | 0.001% | |
| 4/29/2025 | Aviance Capital Partners LLC | 25,350 | $1.51M | 0.2% | -3.6% | 0.001% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 19,244 | $1.15M | 0.1% | +8.6% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 19,093 | $1.14M | 0.0% | +1.4% | 0.001% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 3,972 | $237K | 0.1% | +20.5% | 0.000% | |
| 4/28/2025 | Mutual Advisors LLC | 61,493 | $3.85M | 0.1% | -12.1% | 0.002% | |
| 4/28/2025 | Buffington Mohr McNeal | 4,430 | $264K | 0.1% | -85.3% | 0.000% | |
| 4/28/2025 | St. James Investment Company LLC | 651,806 | $38.82M | 6.5% | +0.9% | 0.026% | |
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| 4/28/2025 | Smart Money Group LLC | 15,348 | $914K | 0.8% | +31.7% | 0.001% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 6,764 | $403K | 0.0% | +21.8% | 0.000% | |
| 4/28/2025 | Ativo Capital Management LLC | 20,287 | $1.21M | 1.0% | -0.9% | 0.001% | |
| 4/28/2025 | Novem Group | 9,287 | $553K | 0.1% | +32.7% | 0.000% | |
| 4/28/2025 | Arlington Trust Co LLC | 1,364 | $81K | 0.0% | -59.1% | 0.000% | |
| 4/28/2025 | Kanawha Capital Management LLC | 48,157 | $2.87M | 0.2% | -9.1% | 0.002% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 19,581 | $1.17M | 0.1% | +3.2% | 0.001% | |
| 4/28/2025 | First Bank & Trust | 13,269 | $790K | 0.2% | -4.3% | 0.001% | |
| 4/28/2025 | WCM Investment Management LLC | 78,609 | $4.65M | 0.0% | -3.3% | 0.003% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 3,910 | $233K | 0.2% | -45.7% | 0.000% | |
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