| 8/7/2025 | 49 Wealth Management LLC | 638,902 | $38.35M | 3.9% | +18.9% | 0.039% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 18,421 | $1.11M | 0.1% | -2.4% | 0.001% | |
| 8/7/2025 | Winthrop Capital Management LLC | 78,204 | $4.70M | 1.2% | -0.5% | 0.005% | |
| 8/7/2025 | FDx Advisors Inc. | 189,404 | $11.37M | 3.5% | -2.9% | 0.012% | |
| 8/7/2025 | Rathbones Group PLC | 37,558 | $2.26M | 0.0% | +27.4% | 0.002% | |
| 8/7/2025 | Retirement Investment Advisors Inc. | 1,351,515 | $81.13M | 7.3% | +4.6% | 0.083% | |
| 8/6/2025 | AGF Management Ltd. | 14,480 | $869K | 0.0% | +3.1% | 0.001% | |
| 8/6/2025 | Aspect Partners LLC | 33,093 | $1.99M | 1.0% | +2.5% | 0.002% | |
| 8/6/2025 | Sterling Capital Management LLC | 889,624 | $53.40M | 0.8% | +22.2% | 0.055% | |
| 8/6/2025 | Broadview Financial Management LLC | 148,063 | $8.89M | 6.0% | +18.1% | 0.009% | |
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| 8/6/2025 | Golden State Wealth Management LLC | 9,781 | $587K | 0.1% | +81.2% | 0.001% | |
| 8/6/2025 | Horan Securities Inc. | 10,553 | $633K | 0.2% | -4.9% | 0.001% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 70,132 | $4.21M | 0.1% | N/A | 0.004% | |
| 8/6/2025 | First Horizon Advisors Inc. | 143,259 | $8.60M | 0.2% | +84.8% | 0.009% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 13,220 | $794K | 0.3% | -9.6% | 0.001% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 1,232 | $74K | 0.0% | +28.6% | 0.000% | |
| 8/5/2025 | Commonwealth Retirement Investments LLC | 34,394 | $2.07M | 0.8% | +126.3% | 0.002% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 146,840 | $8.82M | 0.2% | +3.6% | 0.009% | |
| 8/5/2025 | Pointe Capital Management LLC | 91,191 | $5.47M | 2.8% | +2.2% | 0.006% | |
| 8/5/2025 | Elyxium Wealth LLC | 51,795 | $3.11M | 1.2% | -16.8% | 0.003% | |
| 8/5/2025 | Next Capital Management LLC | 82,147 | $4.93M | 1.8% | +10.9% | 0.005% | |
| 8/5/2025 | Connable Office Inc. | 656,140 | $39.39M | 3.9% | -1.2% | 0.040% | |
| 8/5/2025 | Bank of New York Mellon Corp | 9,012,605 | $541.03M | 0.1% | +18.1% | 0.555% | |
| 8/5/2025 | Tsfg LLC | 234,202 | $14.06M | 2.5% | +91.0% | 0.014% | |
| 8/5/2025 | Westside Investment Management Inc. | 50,208 | $3.01M | 0.6% | -13.8% | 0.003% | |
| 8/5/2025 | iA Global Asset Management Inc. | 707,679 | $42.48M | 0.6% | +109.1% | 0.044% | |
| 8/5/2025 | TIAA Trust National Association | 33,093,734 | $1.98B | 5.2% | -9.8% | 2.038% | |
| 8/5/2025 | Sumitomo Life Insurance Co. | 109,800 | $6.59M | 0.4% | -37.3% | 0.007% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 18,202 | $1.09M | 0.1% | +63.9% | 0.001% | |
| 8/4/2025 | MeadowBrook Investment Advisors LLC | 1,025 | $62K | 0.1% | N/A | 0.000% | |
| 8/4/2025 | Arkadios Wealth Advisors | 111,943 | $6.72M | 0.2% | +10.6% | 0.007% | |
| 8/1/2025 | Bank of Jackson Hole Trust | 67,002 | $4.02M | 2.3% | +10.5% | 0.004% | |
| 8/1/2025 | Motco | 1,501 | $91K | 0.0% | +114.7% | 0.000% | |
| 8/1/2025 | FSA Advisors Inc. | 7,827 | $470K | 0.4% | +6.5% | 0.000% | |
| 8/1/2025 | Zhang Financial LLC | 3,524 | $212K | 0.0% | -11.7% | 0.000% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 54,677 | $3.28M | 0.2% | +16.7% | 0.003% | |
| 8/1/2025 | Bessemer Group Inc. | 1,397,553 | $83.89M | 0.1% | +1.2% | 0.086% | |
| 8/1/2025 | First Command Advisory Services Inc. | 414,174 | $24.86M | 0.2% | +16.0% | 0.026% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 13,125 | $788K | 0.2% | +3.5% | 0.001% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 1,039,693 | $62.41M | 0.3% | -8.6% | 0.064% | |
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| 7/31/2025 | New Hampshire Trust | 74,888 | $4.50M | 0.9% | -3.4% | 0.005% | |
| 7/31/2025 | Atlatl Advisers LLC | 15,340 | $921K | 0.4% | +130.5% | 0.001% | |
| 7/31/2025 | Darden Wealth Group Inc | 17,732 | $1.07M | 0.6% | -5.7% | 0.001% | |
| 7/31/2025 | Graybill Wealth Management LTD. | 144,104 | $8.65M | 2.8% | +0.7% | 0.009% | |
| 7/31/2025 | Sentinel Trust Co. LBA | 307,093 | $18.44M | 2.0% | -0.1% | 0.019% | |
| 7/31/2025 | Leavell Investment Management Inc. | 58,774 | $3.53M | 0.2% | -19.2% | 0.004% | |
| 7/31/2025 | Burke & Herbert Bank & Trust Co. | 3,384 | $203K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | BIP Wealth LLC | 11,787 | $708K | 0.0% | +2.8% | 0.001% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 10,369 | $622K | 0.1% | -15.1% | 0.001% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 527,983 | $31.70M | 0.0% | -1.5% | 0.033% | |
| 7/31/2025 | MN Wealth Advisors LLC | 12,154 | $730K | 0.4% | +65.5% | 0.001% | |
| 7/31/2025 | Opus Capital Group LLC | 225,469 | $13.54M | 1.6% | -1.8% | 0.014% | |
| 7/31/2025 | Money Design Co. Ltd. | 49,964 | $3.00M | 0.1% | +1.8% | 0.003% | |
| 7/30/2025 | Strategic Blueprint LLC | 259,132 | $15.56M | 0.8% | +50.8% | 0.016% | |
| 7/30/2025 | Citizens & Northern Corp | 357,392 | $21.45M | 5.7% | -3.7% | 0.022% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 24,215 | $1.45M | 0.0% | +0.8% | 0.001% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 1,004,794 | $60.31M | 1.4% | +0.4% | 0.062% | |
| 7/30/2025 | Whittier Trust Co. | 826,806 | $49.63M | 0.6% | +1.9% | 0.051% | |
| 7/30/2025 | Strategic Investment Management LLC | 1,014,225 | $60.88M | 32.6% | +19.7% | 0.062% | |
| 7/30/2025 | Fairway Wealth LLC | 116,838 | $7.01M | 1.6% | +14.1% | 0.007% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 56,858 | $3.41M | 0.6% | +2.2% | 0.004% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 88,764 | $5.33M | 0.7% | -2.6% | 0.005% | |
| 7/29/2025 | Salomon & Ludwin LLC | 118,237 | $7.13M | 0.7% | -3.6% | 0.007% | |
| 7/29/2025 | Foster & Motley Inc. | 5,172 | $310K | 0.0% | -3.3% | 0.000% | |
| 7/29/2025 | Private Trust Co. NA | 53,747 | $3.23M | 0.3% | +12.3% | 0.003% | |
| 7/28/2025 | Bridges Investment Management Inc. | 411,850 | $24.72M | 0.3% | -0.2% | 0.025% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 71,114 | $4.27M | 1.0% | +1.0% | 0.004% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 909,155 | $54.58M | 7.2% | +1.6% | 0.056% | |
| 7/28/2025 | Boston Trust Walden Corp | 5,757 | $346K | 0.0% | +31.3% | 0.000% | |
| 7/28/2025 | Baker Boyer National Bank | 15,283 | $917K | 0.3% | -5.7% | 0.001% | |
| 7/28/2025 | CKW Financial Group | 693,537 | $41.68M | 4.8% | -0.5% | 0.043% | |
| 7/25/2025 | Community Bank N.A. | 138,699 | $8.33M | 1.1% | +1.8% | 0.009% | |
| 7/25/2025 | Pandora Wealth Inc. | 21,501 | $1.29M | 0.8% | +5.1% | 0.001% | |
| 7/25/2025 | Richardson Financial Services Inc. | 39,217 | $2.36M | 1.6% | -4.3% | 0.002% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 1,594 | $96K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Acima Private Wealth LLC | 221,436 | $13.29M | 4.5% | -0.9% | 0.014% | |
| 7/24/2025 | Nationwide Fund Advisors | 3,499,869 | $210.10M | 11.8% | +37.6% | 0.215% | |
| 7/24/2025 | True Link Financial Advisors LLC | 5,599 | $336K | 0.0% | -10.0% | 0.000% | |
| 7/23/2025 | First Merchants Corp | 83,666 | $5.02M | 0.2% | +1.8% | 0.005% | |
| 7/23/2025 | Venturi Wealth Management LLC | 1,343,949 | $80.68M | 4.0% | +3.2% | 0.083% | |
| 7/23/2025 | Canopy Partners LLC | 73,037 | $4.38M | 1.6% | -0.7% | 0.004% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 21,886 | $1.31M | 0.1% | +23.3% | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 190,282 | $11.42M | 0.2% | -21.0% | 0.012% | |
| 7/22/2025 | Iowa State Bank | 220,032 | $13.21M | 2.6% | -0.9% | 0.014% | |
| 7/22/2025 | Evensky & Katz LLC | 142,281 | $8.54M | 0.5% | -1.6% | 0.009% | |
| 7/22/2025 | Red Tortoise LLC | 39,991 | $2.40M | 1.2% | +1.2% | 0.002% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 4,305 | $258K | 0.0% | +4.8% | 0.000% | |
| 7/22/2025 | Appleton Partners Inc. MA | 263,714 | $15.83M | 1.1% | +0.9% | 0.016% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 2,902,229 | $174.22M | 0.5% | +1.9% | 0.179% | |
| 7/22/2025 | Kickstand Ventures LLC. | 115,600 | $6.94M | 1.6% | +11.6% | 0.007% | |
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| 7/22/2025 | Highland Capital Management LLC | 111,300 | $6.68M | 0.4% | -0.9% | 0.007% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 142,017 | $8.53M | 2.5% | +105.3% | 0.009% | |
| 7/21/2025 | Quent Capital LLC | 814,240 | $48.88M | 4.7% | +9.7% | 0.050% | |
| 7/21/2025 | Exchange Capital Management Inc. | 70,571 | $4.24M | 0.6% | +1.7% | 0.004% | |
| 7/21/2025 | Mechanics Financial Corp | 79,759 | $4.79M | 2.0% | +5.1% | 0.005% | |
| 7/18/2025 | Vicus Capital | 477,957 | $28.69M | 2.4% | +1.9% | 0.029% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 16,226 | $974K | 0.2% | -8.6% | 0.001% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 148,242 | $8.90M | 1.0% | +2.1% | 0.009% | |
| 7/18/2025 | Trust Co. of Vermont | 14,414 | $865K | 0.0% | +4.2% | 0.001% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 529,394 | $31.78M | 0.4% | +16.3% | 0.033% | |
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