| 5/2/2025 | Forte Capital LLC ADV | 44,799 | $5.26M | 0.6% | -2.3% | 0.032% | |
| 5/2/2025 | Easterly Investment Partners LLC | 2,660 | $313K | 0.0% | -58.7% | 0.002% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 15,997 | $1.88M | 0.0% | -65.2% | 0.011% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 43,648 | $5.13M | 2.4% | +22.3% | 0.031% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 2,586 | $304K | 0.0% | +9.3% | 0.002% | |
| 5/2/2025 | Napatree Capital LLC | 5,174 | $608K | 0.3% | -35.1% | 0.004% | |
| 5/2/2025 | Stevens Capital Partners | 49,354 | $5.80M | 2.7% | +26.5% | 0.035% | |
| 5/2/2025 | LMG Wealth Partners LLC | 99,480 | $11.69M | 2.6% | -1.7% | 0.070% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 825,357 | $96.97M | 1.4% | +11.1% | 0.581% | |
| 5/2/2025 | Midwest Professional Planners LTD. | 21,245 | $2.50M | 0.8% | N/A | 0.015% | |
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| 5/2/2025 | Sage Mountain Advisors LLC | 3,564 | $419K | 0.0% | -44.4% | 0.003% | |
| 5/2/2025 | Wealthfront Advisers LLC | 15,609 | $1.83M | 0.0% | +5.2% | 0.011% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 7,992 | $939K | 0.0% | +57.4% | 0.006% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 747 | $88K | 0.1% | -58.7% | 0.001% | |
| 5/2/2025 | BluePointe Capital Management LLC | 38,269 | $4.50M | 1.7% | N/A | 0.027% | |
| 5/2/2025 | Apollon Wealth Management LLC | 11,730 | $1.38M | 0.0% | +83.0% | 0.008% | |
| 5/2/2025 | Sigma Planning Corp | 34,284 | $4.03M | 0.1% | +1.1% | 0.024% | |
| 5/2/2025 | Cohen Capital Management Inc. | 3,863 | $454K | 0.1% | -5.8% | 0.003% | |
| 5/2/2025 | Signaturefd LLC | 9,578 | $1.13M | 0.0% | +7.9% | 0.007% | |
| 5/1/2025 | Bleakley Financial Group LLC | 19,596 | $2.30M | 0.1% | -21.3% | 0.014% | |
| 5/1/2025 | BHK Investment Advisors LLC | 9,055 | $1.06M | 0.4% | -5.2% | 0.006% | |
| 5/1/2025 | Pointe Capital Management LLC | 14,920 | $1.75M | 1.0% | +5.3% | 0.011% | |
| 5/1/2025 | Asset Dedication LLC | 305 | $36K | 0.0% | -39.4% | 0.000% | |
| 5/1/2025 | CWM LLC | 90,067 | $10.58M | 0.0% | +14.1% | 0.063% | |
| 5/1/2025 | Stephens Inc. AR | 531,836 | $62.49M | 0.9% | +8.2% | 0.375% | |
| 5/1/2025 | Realta Investment Advisors | 931 | $109K | 0.0% | +18.8% | 0.001% | |
| 5/1/2025 | Mathes Company Inc. | 28,603 | $3.36M | 1.4% | -5.0% | 0.020% | |
| 5/1/2025 | Auour Investments LLC | 19,162 | $2.32M | 0.8% | -44.2% | 0.013% | |
| 5/1/2025 | SkyOak Wealth LLC | 3,134 | $368K | 0.1% | -3.4% | 0.002% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 3,301 | $388K | 0.4% | -9.4% | 0.002% | |
| 5/1/2025 | Fifth Third Securities Inc. | 44,910 | $5.28M | 0.4% | +1.9% | 0.032% | |
| 5/1/2025 | Country Club Bank | 28,421 | $3.34M | 0.2% | +0.7% | 0.020% | |
| 4/30/2025 | Processus Wealth & Capital Management LLC | 25,396 | $2.98M | 2.5% | +2.1% | 0.018% | |
| 4/30/2025 | Cerity Partners LLC | 59,266 | $6.96M | 0.0% | +6.3% | 0.042% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 440 | $52K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Round Rock Advisors LLC | 6,452 | $758K | 0.1% | -4.6% | 0.005% | |
| 4/30/2025 | Allworth Financial LP | 6,799 | $811K | 0.0% | -12.3% | 0.005% | |
| 4/30/2025 | Pineridge Advisors LLC | 1,110 | $130K | 0.1% | -7.7% | 0.001% | |
| 4/30/2025 | Cooper Capital Advisors LLC | 34,422 | $4.04M | 4.3% | N/A | 0.024% | |
| 4/30/2025 | Topsail Wealth Management LLC | 3,931 | $462K | 0.1% | -4.8% | 0.003% | |
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| 4/30/2025 | Rehmann Capital Advisory Group | 14,157 | $1.66M | 0.1% | -2.5% | 0.010% | |
| 4/30/2025 | Arcadia Investment Management Corp MI | 8,350 | $981K | 0.2% | +65.3% | 0.006% | |
| 4/30/2025 | Principal Securities Inc. | 7,405 | $939K | 0.0% | +3.2% | 0.005% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 14,597 | $1.72M | 0.0% | +2.9% | 0.010% | |
| 4/30/2025 | M&T Bank Corp | 328,356 | $38.58M | 0.1% | -2.2% | 0.231% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 52,960 | $6.22M | 0.1% | +36.4% | 0.037% | |
| 4/30/2025 | Stratos Investment Management LLC | 3,493 | $410K | 0.0% | +29.8% | 0.002% | |
| 4/30/2025 | Investment Partners LTD. | 38,044 | $4.47M | 1.9% | -2.5% | 0.027% | |
| 4/30/2025 | Brown Advisory Inc. | 34,049 | $4M | 0.0% | -1.1% | 0.024% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 16,435 | $1.93M | 0.3% | -1.4% | 0.012% | |
| 4/30/2025 | Planning Directions Inc. | 10,301 | $1.21M | 0.5% | N/A | 0.007% | |
| 4/30/2025 | Washington Trust Bank | 12,026 | $1.41M | 0.1% | +112.1% | 0.008% | |
| 4/29/2025 | Centennial Bank AR | 1,753 | $206K | 0.1% | +252.7% | 0.001% | |
| 4/29/2025 | Financial Counselors Inc. | 36,936 | $4.34M | 0.1% | +38.6% | 0.026% | |
| 4/29/2025 | TD Private Client Wealth LLC | 42,317 | $4.97M | 0.1% | +6.6% | 0.030% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,929,629 | $226.71M | 0.1% | +19.0% | 1.359% | |
| 4/29/2025 | Olistico Wealth LLC | 22,225 | $2.61M | 1.6% | -2.4% | 0.016% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 12,337 | $1.45M | 0.3% | -1.5% | 0.009% | |
| 4/29/2025 | Stage Harbor Financial LLC | 2,340 | $275K | 0.2% | -6.7% | 0.002% | |
| 4/29/2025 | HM Payson & Co. | 30,148 | $3.54M | 0.1% | -2.4% | 0.021% | |
| 4/29/2025 | Bank of New York Mellon Corp | 110,357 | $12.97M | 0.0% | -40.3% | 0.078% | |
| 4/29/2025 | Brickley Wealth Management | 8,728 | $1.03M | 0.2% | -3.0% | 0.006% | |
| 4/29/2025 | World Investment Advisors | 7,664 | $900K | 0.0% | +13.8% | 0.005% | |
| 4/29/2025 | Truist Financial Corp | 1,260,419 | $148.09M | 0.2% | +77.7% | 0.888% | |
| 4/29/2025 | Eukles Asset Management | 31,083 | $3.65M | 1.6% | -1.3% | 0.022% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 229 | $27K | 0.0% | +69.6% | 0.000% | |
| 4/29/2025 | Element Wealth LLC | 27,012 | $3.17M | 1.7% | -2.2% | 0.019% | |
| 4/29/2025 | Pacific Life Fund Advisors LLC | 760,451 | $89.35M | 10.0% | N/A | 0.536% | |
| 4/29/2025 | Brookstone Capital Management | 11,764 | $1.38M | 0.0% | -15.4% | 0.008% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 4,435 | $521K | 0.1% | -9.1% | 0.003% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,588 | $539K | 0.0% | -19.9% | 0.003% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 144,803 | $17.01M | 0.6% | +90.8% | 0.102% | |
| 4/29/2025 | Conning Inc. | 63,734 | $7.49M | 0.3% | -9.7% | 0.045% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 2,017 | $237K | 0.0% | -11.4% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 13,019 | $1.53M | 0.0% | -6.6% | 0.009% | |
| 4/28/2025 | Principal Financial Group Inc. | 6,300 | $740K | 0.0% | +142.3% | 0.004% | |
| 4/28/2025 | Mutual Advisors LLC | 26,283 | $3.16M | 0.1% | -40.1% | 0.019% | |
| 4/28/2025 | Sterling Manor Financial LLC | 70,745 | $8.31M | 5.9% | -30.8% | 0.050% | |
| 4/28/2025 | Axis Wealth Partners LLC | 2,333 | $274K | 0.2% | -4.0% | 0.002% | |
| 4/28/2025 | First Horizon Advisors Inc. | 52,119 | $6.12M | 0.2% | +0.3% | 0.037% | |
| 4/28/2025 | Private Trust Co. NA | 12,064 | $1.42M | 0.1% | +1.8% | 0.008% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 118,407 | $13.91M | 0.3% | +4.0% | 0.083% | |
| 4/28/2025 | Whitegate Investment Counselors Inc. | 78,613 | $9.24M | 3.3% | -0.6% | 0.055% | |
| 4/28/2025 | Keybank National Association OH | 192,874 | $22.66M | 0.1% | +3.6% | 0.136% | |
| 4/28/2025 | DAVENPORT & Co LLC | 4,383 | $515K | 0.0% | +6.3% | 0.003% | |
| 4/28/2025 | BLB&B Advisors LLC | 7,678 | $902K | 0.0% | +2.7% | 0.005% | |
| 4/28/2025 | Rovin Capital UT ADV | 9,786 | $1.15M | 0.4% | +8.1% | 0.007% | |
| 4/25/2025 | Mather Group LLC. | 645 | $76K | 0.0% | -71.3% | 0.000% | |
| 4/25/2025 | CHURCHILL MANAGEMENT Corp | 107,077 | $12.58M | 0.2% | -1.8% | 0.075% | |
| 4/25/2025 | Smith Salley Wealth Management | 9,819 | $1.15M | 0.1% | -1.6% | 0.007% | |
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| 4/25/2025 | Saxon Interests Inc. | 5,292 | $622K | 0.3% | -4.6% | 0.004% | |
| 4/25/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 5,753 | $676K | 0.2% | +41.5% | 0.004% | |
| 4/25/2025 | Yardley Wealth Management LLC | 2,200 | $258K | 0.2% | -75.0% | 0.002% | |
| 4/25/2025 | Dougherty Wealth Advisers LLC | 28,514 | $3.35M | 2.5% | -0.8% | 0.020% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 80,377 | $9.44M | 0.9% | +656.2% | 0.057% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 3,491 | $410K | 0.4% | N/A | 0.002% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 9,626 | $1.19M | 0.0% | -55.9% | 0.007% | |
| 4/25/2025 | IRON Financial LLC | 3,509 | $412K | 0.2% | -4.2% | 0.002% | |
| 4/25/2025 | Albion Financial Group UT | 471 | $55K | 0.0% | -57.2% | 0.000% | |
| 4/25/2025 | Monument Capital Management | 51,661 | $6.07M | 1.9% | N/A | 0.036% | |
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