| 5/2/2025 | Bogart Wealth LLC | 125,096 | $7.48M | 0.4% | -20.7% | 0.010% | |
| 5/2/2025 | Sigma Planning Corp | 32,378 | $1.94M | 0.1% | +2.0% | 0.003% | |
| 5/2/2025 | Signaturefd LLC | 28,375 | $1.70M | 0.0% | +4.0% | 0.002% | |
| 5/2/2025 | Edgestream Partners L.P. | 177,440 | $10.60M | 0.4% | +182.6% | 0.015% | |
| 5/1/2025 | Turtle Creek Wealth Advisors LLC | 72,298 | $4.32M | 0.6% | N/A | 0.006% | |
| 5/1/2025 | Florida Financial Advisors LLC | 9,618 | $574K | 0.2% | N/A | 0.001% | |
| 5/1/2025 | Bleakley Financial Group LLC | 68,802 | $4.11M | 0.1% | +3.4% | 0.006% | |
| 5/1/2025 | Securian Asset Management Inc. | 64,503 | $3.86M | 0.1% | -1.5% | 0.005% | |
| 5/1/2025 | ELCO Management Co. LLC | 184,057 | $11.00M | 6.1% | -8.3% | 0.015% | |
| 5/1/2025 | Pointe Capital Management LLC | 17,341 | $1.04M | 0.6% | -14.3% | 0.001% | |
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| 5/1/2025 | Legacy Financial Group Inc. | 23,312 | $1.33M | 0.4% | +95.8% | 0.002% | |
| 5/1/2025 | Prudent Man Advisors LLC | 14,889 | $890K | 0.3% | +2.3% | 0.001% | |
| 5/1/2025 | LRI Investments LLC | 1,800 | $108K | 0.0% | +26.5% | 0.000% | |
| 5/1/2025 | CWM LLC | 70,524 | $4.22M | 0.0% | +10.5% | 0.006% | |
| 5/1/2025 | Hughes Financial Services LLC | 536 | $32K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Oxbow Advisors LLC | 52,953 | $3.16M | 0.3% | -69.8% | 0.004% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 505 | $30K | 0.0% | +4,490.9% | 0.000% | |
| 5/1/2025 | Q3 Asset Management | 4,231 | $252K | 0.2% | N/A | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 112,053 | $6.70M | 0.1% | -2.4% | 0.009% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 9,387 | $561K | 0.0% | -7.1% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 705,020 | $42.13M | 0.1% | +13.1% | 0.058% | |
| 5/1/2025 | Mutual of America Capital Management LLC | 260,921 | $15.59M | 0.2% | -2.6% | 0.021% | |
| 5/1/2025 | Platform Technology Partners | 42,838 | $2.56M | 0.7% | +0.8% | 0.004% | |
| 5/1/2025 | Arizona State Retirement System | 357,747 | $21.38M | 0.1% | +2.1% | 0.029% | |
| 5/1/2025 | FUKOKU MUTUAL LIFE INSURANCE Co | 11,280 | $674K | 0.0% | +19.7% | 0.001% | |
| 5/1/2025 | Ballentine Partners LLC | 28,288 | $1.69M | 0.0% | -5.6% | 0.002% | |
| 5/1/2025 | Freedom Day Solutions LLC | 18,324 | $1.10M | 0.3% | -6.7% | 0.002% | |
| 5/1/2025 | Diversify Wealth Management LLC | 10,283 | $614K | 0.0% | -14.9% | 0.001% | |
| 5/1/2025 | Xponance Inc. | 189,538 | $11.33M | 0.1% | +2.2% | 0.016% | |
| 4/30/2025 | MJP Associates Inc. ADV | 9,810 | $586K | 0.1% | +21.1% | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 189,549 | $11.33M | 0.0% | +3.4% | 0.016% | |
| 4/30/2025 | Code Waechter LLC | 8,552 | $511K | 0.4% | +31.5% | 0.001% | |
| 4/30/2025 | Alps Advisors Inc. | 425,309 | $25.42M | 0.1% | +14.8% | 0.035% | |
| 4/30/2025 | Round Rock Advisors LLC | 42,611 | $2.55M | 0.5% | -1.7% | 0.003% | |
| 4/30/2025 | Allworth Financial LP | 64,590 | $3.85M | 0.0% | +63.1% | 0.005% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 85,977 | $5.14M | 0.7% | -24.6% | 0.007% | |
| 4/30/2025 | Sharpepoint LLC | 24,744 | $1.48M | 1.3% | +20.2% | 0.002% | |
| 4/30/2025 | Alpine Woods Capital Investors LLC | 66,084 | $3.95M | 1.0% | +7.6% | 0.005% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 10,194 | $609K | 0.0% | -22.6% | 0.001% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 12,513 | $741K | 0.1% | -4.2% | 0.001% | |
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| 4/30/2025 | Nisa Investment Advisors LLC | 384,511 | $22.98M | 0.1% | +0.1% | 0.032% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 30,210 | $1.81M | 0.2% | -21.8% | 0.002% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 42,033 | $2.51M | 0.1% | -13.3% | 0.003% | |
| 4/30/2025 | New Mexico Educational Retirement Board | 56,928 | $3.40M | 0.1% | -2.1% | 0.005% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 11,522 | $689K | 0.0% | -7.3% | 0.001% | |
| 4/30/2025 | Linden Thomas Advisory Services LLC | 64,345 | $3.85M | 0.5% | +9.3% | 0.005% | |
| 4/30/2025 | Greenleaf Trust | 27,541 | $1.65M | 0.0% | +12.4% | 0.002% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 219,952 | $12.87M | 0.0% | -13.9% | 0.018% | |
| 4/30/2025 | Personal CFO Solutions LLC | 5,130 | $307K | 0.1% | -9.8% | 0.000% | |
| 4/30/2025 | Opus Capital Group LLC | 9,833 | $588K | 0.1% | -3.9% | 0.001% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 6,851 | $409K | 0.0% | +6.7% | 0.001% | |
| 4/30/2025 | CapWealth Advisors LLC | 802,971 | $47.99M | 5.2% | -1.7% | 0.066% | |
| 4/30/2025 | M&T Bank Corp | 92,729 | $5.54M | 0.0% | -4.9% | 0.008% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 19,645 | $1.17M | 0.0% | -26.3% | 0.002% | |
| 4/30/2025 | Values First Advisors Inc. | 11,463 | $684K | 0.4% | -8.4% | 0.001% | |
| 4/30/2025 | Hourglass Capital LLC | 121,810 | $7.28M | 1.9% | -13.5% | 0.010% | |
| 4/30/2025 | Lee Johnson Capital Management LLC | 84,335 | $5.04M | 2.7% | -7.6% | 0.007% | |
| 4/30/2025 | Brown Advisory Inc. | 56,255 | $3.36M | 0.0% | -16.2% | 0.005% | |
| 4/30/2025 | Ninety One UK Ltd | 385,245 | $23.02M | 0.1% | -16.6% | 0.032% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 44,400 | $2.65M | 0.6% | N/A | 0.004% | |
| 4/30/2025 | Abound Financial LLC | 542 | $32K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 60,820 | $3.64M | 0.1% | +1.1% | 0.005% | |
| 4/30/2025 | Gilliland Jeter Wealth Management LLC | 39,197 | $2.34M | 0.8% | -1.7% | 0.003% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 173,812 | $10.39M | 0.3% | +147.5% | 0.014% | |
| 4/29/2025 | Financial Counselors Inc. | 969,112 | $57.91M | 0.9% | -9.4% | 0.079% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 9,505 | $568K | 0.3% | -22.6% | 0.001% | |
| 4/29/2025 | YANKCOM Partnership | 26,403 | $1.58M | 0.9% | -12.8% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 33,189 | $1.98M | 0.1% | -26.1% | 0.003% | |
| 4/29/2025 | Capital Advisors Inc. OK | 2,306,410 | $137.83M | 2.7% | +0.2% | 0.189% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,409,627 | $263.52M | 0.1% | +5.3% | 0.362% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 9,219 | $551K | 0.1% | -4.4% | 0.001% | |
| 4/29/2025 | Chilton Capital Management LLC | 900 | $54K | 0.0% | -61.9% | 0.000% | |
| 4/29/2025 | Argentarii LLC | 42,018 | $2.51M | 1.2% | +2.6% | 0.003% | |
| 4/29/2025 | Jackson Wealth Management LLC | 78,924 | $4.72M | 0.6% | -0.8% | 0.006% | |
| 4/29/2025 | Compass Wealth Management LLC | 88,341 | $5.28M | 1.3% | -16.4% | 0.007% | |
| 4/29/2025 | Olistico Wealth LLC | 3,053 | $182K | 0.1% | +18.8% | 0.000% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 446,445 | $26.68M | 2.0% | -0.5% | 0.037% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 32,782 | $1.96M | 0.0% | +7.6% | 0.003% | |
| 4/29/2025 | HM Payson & Co. | 7,406 | $443K | 0.0% | +10.4% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 8,923,131 | $533.25M | 0.1% | -1.9% | 0.732% | |
| 4/29/2025 | SL Advisors LLC | 68,949 | $4.12M | 7.1% | -0.4% | 0.006% | |
| 4/29/2025 | World Investment Advisors | 20,037 | $1.20M | 0.0% | -11.3% | 0.002% | |
| 4/29/2025 | Wayfinding Financial LLC | 753 | $45K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Truist Financial Corp | 1,676,167 | $100.17M | 0.2% | +7.5% | 0.137% | |
| 4/29/2025 | Centered Wealth LLC dba Miller Equity Capital Advisors | 3,640 | $218K | 15.1% | -92.4% | 0.000% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 7,322 | $438K | 0.2% | N/A | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 28,412 | $1.70M | 0.0% | +43.8% | 0.002% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 322,489 | $19.27M | 0.4% | +10.8% | 0.026% | |
| 4/29/2025 | IFM Investors Pty Ltd | 386,482 | $23.10M | 0.2% | +5.4% | 0.032% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 17,986 | $1.08M | 0.0% | -14.3% | 0.001% | |
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| 4/29/2025 | 44 Wealth Management LLC | 9,037 | $540K | 0.2% | -31.2% | 0.001% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 7,551 | $451K | 0.0% | +8.8% | 0.001% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 2,216 | $131K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Calamos Advisors LLC | 510,913 | $30.53M | 0.1% | +27.7% | 0.042% | |
| 4/29/2025 | Conning Inc. | 14,938 | $893K | 0.0% | -46.6% | 0.001% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 3,636 | $217K | 0.0% | -15.0% | 0.000% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 23,506 | $1.41M | 0.1% | +3.0% | 0.002% | |
| 4/28/2025 | TKG Advisors LLC | 43,115 | $2.58M | 1.3% | -3.3% | 0.004% | |
| 4/28/2025 | D.A. Davidson & CO. | 96,138 | $5.75M | 0.0% | +31.9% | 0.008% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 1,060 | $63K | 0.0% | +23.5% | 0.000% | |
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