| 8/8/2025 | Nixon Peabody Trust Co. | 1,154,156 | $87.76M | 6.8% | -3.7% | 0.431% | |
| 8/7/2025 | FDx Advisors Inc. | 220,047 | $16.73M | 5.1% | -3.2% | 0.082% | |
| 8/6/2025 | Sterling Capital Management LLC | 460,093 | $34.99M | 0.5% | -5.8% | 0.172% | |
| 8/6/2025 | Ethos Financial Group LLC | 2,780 | $211K | 0.0% | N/A | 0.001% | |
| 8/6/2025 | Cloud Capital Management LLC | 32,678 | $2.47M | 1.5% | +8.2% | 0.012% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 9,460 | $719K | 0.0% | N/A | 0.004% | |
| 8/5/2025 | Elyxium Wealth LLC | 6,085 | $463K | 0.2% | -30.7% | 0.002% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,966,793 | $149.56M | 0.0% | +55.4% | 0.735% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,436 | $109K | 0.0% | -17.5% | 0.001% | |
| 8/1/2025 | FSA Advisors Inc. | 3,483 | $265K | 0.2% | -13.9% | 0.001% | |
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| 8/1/2025 | Unconventional Investor LLC | 36,160 | $2.75M | 1.5% | N/A | 0.014% | |
| 8/1/2025 | Rossby Financial LCC | 4,556 | $346K | 0.1% | +5.7% | 0.002% | |
| 8/1/2025 | Bessemer Group Inc. | 2,086,440 | $158.65M | 0.3% | -42.2% | 0.779% | |
| 8/1/2025 | First Command Advisory Services Inc. | 1,180,131 | $89.74M | 0.8% | +15.7% | 0.441% | |
| 7/31/2025 | Leavell Investment Management Inc. | 78,525 | $5.97M | 0.3% | +26.7% | 0.029% | |
| 7/31/2025 | City State Bank | 5,377 | $409K | 0.1% | +10.3% | 0.002% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 9,390 | $714K | 0.2% | +64.0% | 0.004% | |
| 7/30/2025 | Whittier Trust Co. | 3,084 | $235K | 0.0% | +225.0% | 0.001% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 58,446 | $4.44M | 0.6% | -13.5% | 0.022% | |
| 7/29/2025 | Private Trust Co. NA | 2,195 | $167K | 0.0% | +34.8% | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 4,414 | $336K | 0.0% | -17.9% | 0.002% | |
| 7/22/2025 | Evensky & Katz LLC | 22,648 | $1.72M | 0.1% | -51.2% | 0.008% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 79,928 | $6.08M | 0.9% | N/A | 0.030% | |
| 7/22/2025 | Kickstand Ventures LLC. | 79,928 | $6.08M | 1.4% | -8.5% | 0.030% | |
| 7/18/2025 | USA Financial Formulas | 12,297 | $935K | 0.2% | N/A | 0.005% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,766 | $1.43M | 0.0% | -17.0% | 0.007% | |
| 7/17/2025 | Fifth Third Securities Inc. | 3,795 | $289K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Norris Perne & French LLP MI | 83,881 | $6.38M | 0.4% | +1.7% | 0.031% | |
| 7/16/2025 | Amarillo National Bank | 625,493 | $47.56M | 8.8% | -26.0% | 0.234% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 5,260 | $400K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | American National Bank & Trust | 20,272 | $1.54M | 0.2% | +110.0% | 0.008% | |
| 7/15/2025 | Missouri Trust & Investment Co | 172,261 | $13.10M | 4.3% | -2.1% | 0.064% | |
| 7/15/2025 | Fortitude Family Office LLC | 215,309 | $16.37M | 5.4% | -26.2% | 0.080% | |
| 7/14/2025 | AdvisorNet Financial Inc | 166,709 | $12.68M | 0.8% | +31,897.9% | 0.062% | |
| 7/11/2025 | First PREMIER Bank | 1,425 | $108K | 0.0% | +48.3% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,582 | $196K | 0.0% | +260.1% | 0.001% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 702,685 | $53.43M | 8.5% | +1.5% | 0.262% | |
| 7/8/2025 | Parallel Advisors LLC | 11,013 | $837K | 0.0% | +15.0% | 0.004% | |
| 7/1/2025 | First National Bank Sioux Falls | 243,310 | $18.50M | 6.8% | +1.3% | 0.090% | |
| 6/16/2025 | Lynx Investment Advisory | 4,319 | $298K | 0.2% | +29.1% | 0.002% | |
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| 5/16/2025 | Jones Financial Companies Lllp | 14,077 | $1.03M | 0.0% | N/A | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 120,733 | $8.32M | 0.0% | +4.2% | 0.046% | |
| 5/15/2025 | OLD Mission Capital LLC | 231,921 | $15.98M | 0.2% | N/A | 0.088% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,135,322 | $349.47M | 0.1% | +3,243.9% | 1.946% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 28,330 | $1.95M | 0.1% | +32.3% | 0.011% | |
| 5/13/2025 | Horizon Investments LLC | 3,648,012 | $251.31M | 7.5% | +169.6% | 1.383% | |
| 5/13/2025 | Evensky & Katz LLC | 46,373 | $3.20M | 0.2% | -0.6% | 0.018% | |
| 5/13/2025 | Rock Creek Group LP | 807,900 | $55.32M | 6.4% | +17.9% | 0.306% | |
| 5/12/2025 | JPMorgan Chase & Co. | 3,230,317 | $222.54M | 0.0% | +22.4% | 1.224% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 11,805 | $813K | 0.6% | N/A | 0.004% | |
| 5/9/2025 | Kickstand Ventures LLC. | 87,310 | $6.02M | 1.5% | -1.9% | 0.033% | |
| 5/7/2025 | Alteri Wealth LLC | 6,548 | $451K | 0.2% | -2.6% | 0.002% | |
| 5/5/2025 | Arrow Financial Corp | 453,166 | $31.22M | 3.5% | -0.5% | 0.172% | |
| 5/5/2025 | GW&K Investment Management LLC | 23,208 | $1.60M | 0.0% | +334.9% | 0.009% | |
| 5/5/2025 | Elyxium Wealth LLC | 8,775 | $605K | 0.3% | N/A | 0.003% | |
| 5/2/2025 | Whittier Trust Co. | 949 | $65K | 0.0% | -19.2% | 0.000% | |
| 5/2/2025 | First Command Advisory Services Inc. | 1,020,134 | $70.28M | 0.7% | +18.6% | 0.387% | |
| 5/1/2025 | FDx Advisors Inc. | 227,211 | $15.65M | 5.1% | -9.0% | 0.086% | |
| 4/30/2025 | Leavell Investment Management Inc. | 61,969 | $4.27M | 0.2% | +20.9% | 0.023% | |
| 4/29/2025 | Cloud Capital Management LLC | 30,213 | $2.08M | 1.5% | N/A | 0.011% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,265,854 | $87.21M | 0.0% | +343.1% | 0.473% | |
| 4/28/2025 | First Horizon Advisors Inc. | 9,983 | $688K | 0.0% | +2.2% | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 1,628 | $112K | 0.0% | +18.5% | 0.001% | |
| 4/28/2025 | Rossby Financial LCC | 4,311 | $306K | 0.1% | +10.0% | 0.002% | |
| 4/28/2025 | Salomon & Ludwin LLC | 1,065 | $73K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 67,599 | $4.66M | 0.6% | +13.9% | 0.025% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 5,044 | $347K | 0.1% | +3.5% | 0.002% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 692,445 | $47.70M | 8.2% | +1.9% | 0.259% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,741 | $120K | 0.0% | -21.1% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 3,607,656 | $248.53M | 0.4% | -2.7% | 1.347% | |
| 4/22/2025 | Amarillo National Bank | 845,346 | $58.24M | 11.3% | -2.1% | 0.316% | |
| 4/21/2025 | Norris Perne & French LLP MI | 82,514 | $5.68M | 0.4% | N/A | 0.031% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 22,614 | $1.56M | 0.0% | -9.7% | 0.008% | |
| 4/17/2025 | Missouri Trust & Investment Co | 176,031 | $12.13M | 4.3% | +0.4% | 0.066% | |
| 4/16/2025 | Fortitude Family Office LLC | 291,799 | $20.10M | 7.2% | +25.8% | 0.109% | |
| 4/15/2025 | First National Bank Sioux Falls | 240,074 | $16.54M | 6.7% | -7.5% | 0.090% | |
| 4/10/2025 | Nixon Peabody Trust Co. | 1,198,737 | $82.58M | 7.0% | -0.1% | 0.448% | |
| 4/9/2025 | American National Bank & Trust | 9,652 | $665K | 0.1% | +30.0% | 0.004% | |
| 4/8/2025 | Parallel Advisors LLC | 9,574 | $660K | 0.0% | +69.1% | 0.004% | |
| 2/24/2025 | Ameriflex Group Inc. | 489 | $33K | 0.0% | N/A | 0.000% | |
| 2/18/2025 | Sunbelt Securities Inc. | 3,708 | $239K | 0.0% | -7.5% | 0.002% | |
| 2/17/2025 | Evensky & Katz LLC | 46,635 | $3.01M | 0.2% | -7.2% | 0.023% | |
| 2/17/2025 | Captrust Financial Advisors | 502,739 | $32.41M | 0.1% | -0.7% | 0.250% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 3,321 | $214K | 0.0% | N/A | 0.002% | |
| 2/17/2025 | Baird Financial Group Inc. | 115,815 | $7.47M | 0.0% | +0.5% | 0.058% | |
| 2/17/2025 | Ameriprise Financial Inc. | 153,575 | $9.90M | 0.0% | +4.9% | 0.076% | |
| 2/17/2025 | Alteri Wealth LLC | 6,723 | $433K | 0.1% | N/A | 0.003% | |
| 2/14/2025 | Arrow Financial Corp | 455,327 | $29.36M | 2.8% | +1.2% | 0.227% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 1,207 | $78K | 0.0% | +190.1% | 0.001% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 40,779 | $2.63M | 0.0% | +21.0% | 0.020% | |
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| 2/13/2025 | Rossby Financial LCC | 3,920 | $253K | 0.2% | N/A | 0.002% | |
| 2/13/2025 | Sterling Capital Management LLC | 444,391 | $28.65M | 0.4% | -3.9% | 0.221% | |
| 2/13/2025 | Bessemer Group Inc. | 3,706,315 | $238.95M | 0.4% | +12.4% | 1.844% | |
| 2/12/2025 | Conquis Financial LLC | 847 | $55K | 0.1% | N/A | 0.000% | |
| 2/12/2025 | Resolute Advisors LLC | 34,799 | $2.24M | 0.5% | +1.6% | 0.017% | |
| 2/12/2025 | Nemes Rush Group LLC | 1,063 | $69K | 0.0% | -32.5% | 0.001% | |
| 2/12/2025 | Summit Financial LLC | 35,090 | $2.26M | 0.1% | +7.8% | 0.017% | |
| 2/12/2025 | C M Bidwell & Associates Ltd. | 14,540 | $937K | 0.6% | +10.4% | 0.007% | |
| 2/12/2025 | Rock Creek Group LP | 685,309 | $44.77M | 3.8% | -7.8% | 0.341% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,638,747 | $170.12M | 0.0% | +12.2% | 1.313% | |
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