| 5/21/2025 | Geneos Wealth Management Inc. | 6,205 | £198K | 0.0% | -5.0% | 0.011% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 48,593 | £1.55M | 1.3% | -3.3% | 0.083% | |
| 5/20/2025 | Focus Partners Wealth | 55,485 | £1.77M | 0.0% | +8.6% | 0.095% | |
| 5/20/2025 | Integrity Alliance LLC. | 34,006 | £1.09M | 0.0% | N/A | 0.058% | |
| 5/16/2025 | Ascent Group LLC | 61,406 | £1.96M | 0.1% | -2.3% | 0.105% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 96,836 | £3.10M | 0.1% | +4.1% | 0.165% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 16,562 | £529K | 0.0% | N/A | 0.028% | |
| 5/16/2025 | Jones Financial Companies Lllp | 160,059 | £5.27M | 0.0% | -35.7% | 0.273% | |
| 5/16/2025 | NewEdge Advisors LLC | 32,904 | £1.05M | 0.0% | -26.7% | 0.056% | |
| 5/16/2025 | Curi RMB Capital LLC | 173,017 | £5.53M | 0.1% | +13.0% | 0.296% | |
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| 5/15/2025 | Paragon Private Wealth Management LLC | 18,175 | £581K | 0.3% | N/A | 0.031% | |
| 5/15/2025 | Capital Investment Counsel LLC | 9,380 | £300K | 0.0% | -12.7% | 0.016% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 22,209 | £710K | 0.0% | +69.5% | 0.038% | |
| 5/15/2025 | Royal Bank of Canada | 958,509 | £30.64M | 0.0% | +12.4% | 1.637% | |
| 5/15/2025 | MAI Capital Management | 10,466 | £334K | 0.0% | +17.5% | 0.018% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 27,921 | £892K | 0.0% | N/A | 0.048% | |
| 5/15/2025 | Baird Financial Group Inc. | 169,523 | £5.42M | 0.0% | +4.0% | 0.290% | |
| 5/15/2025 | Cape ANN Savings Bank | 6,905 | £221K | 0.1% | -11.5% | 0.012% | |
| 5/14/2025 | Comerica Bank | 25,605 | £818K | 0.0% | -2.4% | 0.044% | |
| 5/14/2025 | Synovus Financial Corp | 6,496 | £208K | 0.0% | N/A | 0.011% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,854 | £1.91M | 0.0% | +8.4% | 0.102% | |
| 5/14/2025 | Kestra Advisory Services LLC | 431,950 | £13.81M | 0.1% | +37.6% | 0.738% | |
| 5/14/2025 | Capital Analysts LLC | 55,739 | £1.78M | 0.1% | +0.7% | 0.095% | |
| 5/14/2025 | JT Stratford LLC | 11,836 | £378K | 0.1% | -12.9% | 0.020% | |
| 5/14/2025 | HC Advisors LLC | 193,829 | £6.20M | 4.6% | +2.6% | 0.331% | |
| 5/13/2025 | Seek First Inc. | 16,812 | £537K | 0.5% | N/A | 0.029% | |
| 5/13/2025 | Cascade Financial Partners LLC | 171,585 | £5.48M | 0.7% | -0.5% | 0.293% | |
| 5/13/2025 | Raymond James Financial Inc. | 966,113 | £30.88M | 0.0% | -0.5% | 1.650% | |
| 5/13/2025 | Cowa LLC | 21,232 | £679K | 0.3% | +33.7% | 0.036% | |
| 5/13/2025 | HighTower Advisors LLC | 112,903 | £3.61M | 0.0% | +31.2% | 0.193% | |
| 5/12/2025 | Robinson Smith Wealth Advisors LLC | 14,266 | £456K | 0.4% | -12.7% | 0.025% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 15,348 | £465K | 0.0% | -2.6% | 0.026% | |
| 5/9/2025 | Tidemark LLC | 954 | £30K | 0.0% | -28.6% | 0.002% | |
| 5/9/2025 | WealthShield Partners LLC | 29,199 | £933K | 0.1% | +5.8% | 0.050% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,266 | £648K | 0.0% | -25.7% | 0.035% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 16,108 | £498K | 0.3% | +24.9% | 0.028% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,604 | £115K | 0.0% | -9.2% | 0.006% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 134,998 | £4.32M | 0.1% | -3.2% | 0.232% | |
| 5/8/2025 | Harbour Investments Inc. | 5,797 | £185K | 0.0% | +19.8% | 0.010% | |
| 5/8/2025 | Lee Kelleher Wealth Management | 136,739 | £4.37M | 3.2% | +2.5% | 0.235% | |
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| 5/8/2025 | Collaborative Wealth Managment Inc. | 12,384 | £396K | 0.2% | -7.8% | 0.021% | |
| 5/8/2025 | Natixis Advisors LLC | 17,958 | £574K | 0.0% | +18.6% | 0.031% | |
| 5/8/2025 | NorthRock Partners LLC | 3,550 | £113K | 0.0% | +223.6% | 0.006% | |
| 5/8/2025 | Modera Wealth Management LLC | 55,382 | £1.77M | 0.0% | -1.2% | 0.095% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 10,489 | £335K | 0.0% | -8.4% | 0.018% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 204,379 | £6.53M | 0.5% | -2.8% | 0.351% | |
| 5/7/2025 | LPL Financial LLC | 1,613,277 | £51.56M | 0.0% | -27.7% | 2.774% | |
| 5/6/2025 | Assetmark Inc. | 223,418 | £7.14M | 0.0% | -1.9% | 0.384% | |
| 5/6/2025 | Cetera Investment Advisers | 245,788 | £7.86M | 0.0% | +0.6% | 0.423% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 107,665 | £3.44M | 0.0% | +10.4% | 0.185% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 14,089 | £450K | 0.0% | -6.4% | 0.024% | |
| 5/6/2025 | JPL Wealth Management LLC | 132,349 | £4.33M | 1.7% | N/A | 0.228% | |
| 5/6/2025 | Vestor Capital LLC | 68,915 | £2.20M | 0.2% | +4.7% | 0.119% | |
| 5/5/2025 | Del Sette Capital Management LLC | 164,949 | £5.27M | 4.1% | +14.0% | 0.284% | |
| 5/5/2025 | IFP Advisors Inc | 198,193 | £6.33M | 0.2% | -1.7% | 0.341% | |
| 5/5/2025 | Csenge Advisory Group | 16,587 | £490K | 0.0% | -3.4% | 0.029% | |
| 5/5/2025 | Private Advisor Group LLC | 29,641 | £947K | 0.0% | -19.8% | 0.051% | |
| 5/2/2025 | BIP Wealth LLC | 244,536 | £7.82M | 0.5% | +9.1% | 0.421% | |
| 5/2/2025 | Apollon Wealth Management LLC | 50,724 | £1.62M | 0.0% | -5.0% | 0.087% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 23,375 | £747K | 0.5% | -46.8% | 0.040% | |
| 5/1/2025 | Key Financial Inc | 177,768 | £5.68M | 1.2% | +3.5% | 0.306% | |
| 5/1/2025 | CWM LLC | 14,926 | £477K | 0.0% | +50.6% | 0.026% | |
| 5/1/2025 | Croban | 118,839 | £3.80M | 3.5% | N/A | 0.204% | |
| 4/30/2025 | Cerity Partners LLC | 69,751 | £2.23M | 0.0% | -18.0% | 0.120% | |
| 4/30/2025 | Principal Securities Inc. | 30,732 | £1.06M | 0.0% | +2.6% | 0.053% | |
| 4/30/2025 | New Insight Wealth Advisors | 15,701 | £502K | 0.2% | +6.6% | 0.027% | |
| 4/30/2025 | M&T Bank Corp | 1,081,350 | £34.56M | 0.1% | +1.3% | 1.860% | |
| 4/30/2025 | Brown Advisory Inc. | 16,151 | £516K | 0.0% | -2.5% | 0.028% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 10,366 | £331K | 0.0% | N/A | 0.018% | |
| 4/29/2025 | Financial Counselors Inc. | 70,659 | £2.26M | 0.0% | +1.0% | 0.122% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 628,968 | £20.10M | 0.0% | -8.2% | 1.082% | |
| 4/29/2025 | Chilton Capital Management LLC | 1,610 | £51K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Bank of New York Mellon Corp | 122,103 | £3.90M | 0.0% | +19.9% | 0.210% | |
| 4/29/2025 | World Investment Advisors | 25,234 | £806K | 0.0% | -4.8% | 0.043% | |
| 4/29/2025 | Columbia River Financial Group LLC | 22,872 | £731K | 0.5% | -1.7% | 0.039% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 10,850 | £346K | 0.0% | +7.5% | 0.019% | |
| 4/28/2025 | Keybank National Association OH | 686,900 | £21.95M | 0.1% | +0.2% | 1.181% | |
| 4/28/2025 | Salomon & Ludwin LLC | 58,693 | £1.88M | 0.2% | -0.6% | 0.101% | |
| 4/25/2025 | JNBA Financial Advisors | 54,414 | £1.74M | 0.2% | -4.8% | 0.094% | |
| 4/25/2025 | Mather Group LLC. | 24,137 | £771K | 0.0% | -3.9% | 0.042% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 33,228 | £1.06M | 0.0% | +1.0% | 0.057% | |
| 4/23/2025 | Navis Wealth Advisors LLC | 13,788 | £441K | 0.4% | +14.9% | 0.024% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 15,564 | £497K | 0.1% | -7.8% | 0.027% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 30,947 | £989K | 0.0% | -1.7% | 0.053% | |
| 4/23/2025 | Valmark Advisers Inc. | 303,136 | £9.69M | 0.1% | +14.4% | 0.521% | |
| 4/22/2025 | H&H Retirement Design & Management INC | 155,019 | £4.95M | 3.2% | +0.8% | 0.267% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 26,335 | £842K | 0.7% | +4.1% | 0.045% | |
| 4/22/2025 | PFG Investments LLC | 9,770 | £312K | 0.0% | -7.6% | 0.017% | |
| 4/21/2025 | Abundance Wealth Counselors | 14,584 | £466K | 0.1% | +4.3% | 0.025% | |
| 4/17/2025 | NBT Bank N A NY | 48,285 | £1.54M | 0.1% | -1.9% | 0.083% | |
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| 4/17/2025 | Montecito Bank & Trust | 40,645 | £1.30M | 0.2% | +2.6% | 0.070% | |
| 4/17/2025 | Hengehold Capital Management LLC | 15,059 | £481K | 0.0% | -2.8% | 0.026% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 10,430 | £333K | 0.0% | N/A | 0.018% | |
| 4/16/2025 | IAG Wealth Partners LLC | 42,646 | £1.36M | 0.2% | -3.9% | 0.074% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 153,237 | £4.90M | 0.0% | -4.7% | 0.264% | |
| 4/16/2025 | Stock Yards Bank & Trust Co. | 60,349 | £1.93M | 0.1% | -26.9% | 0.104% | |
| 4/16/2025 | Hickory Asset Management Inc. | 6,776 | £217K | 0.2% | -8.2% | 0.012% | |
| 4/16/2025 | Powers Advisory Group LLC | 47,939 | £1.53M | 0.7% | -2.2% | 0.083% | |
| 4/16/2025 | F&V Capital Management LLC | 49,840 | £1.59M | 0.4% | -4.5% | 0.086% | |
| 4/15/2025 | Investment Partners Asset Management Inc. | 17,098 | £546K | 0.4% | +6.7% | 0.030% | |
