| 5/2/2025 | Sachetta LLC | 61,903 | $5.27M | 2.2% | +0.5% | 0.014% | |
| 5/2/2025 | Burling Wealth Partners LLC | 4,959 | $422K | 0.1% | +38.5% | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 29,171 | $2.48M | 0.0% | -11.3% | 0.006% | |
| 5/2/2025 | Montis Financial LLC | 11,463 | $975K | 0.3% | -21.5% | 0.003% | |
| 5/2/2025 | Bailard Inc. | 138,482 | $11.78M | 0.3% | +0.3% | 0.030% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 9,610 | $818K | 0.0% | -54.6% | 0.002% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 12,337 | $1.05M | 0.5% | N/A | 0.003% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 112,296 | $9.55M | 0.7% | +24.8% | 0.025% | |
| 5/2/2025 | Napatree Capital LLC | 17,809 | $1.52M | 0.9% | +15.9% | 0.004% | |
| 5/2/2025 | Stevens Capital Partners | 5,106 | $434K | 0.2% | -26.5% | 0.001% | |
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| 5/2/2025 | Shared Vision Wealth Group LLC | 2,818 | $240K | 0.1% | +11.9% | 0.001% | |
| 5/2/2025 | Postrock Partners LLC | 19,326 | $1.64M | 0.8% | +2.1% | 0.004% | |
| 5/2/2025 | Grandfield & Dodd LLC | 2,675 | $228K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 48,931 | $4.16M | 0.1% | +0.3% | 0.011% | |
| 5/2/2025 | Guardian Wealth Advisors LLC | 27,385 | $2.33M | 1.5% | -13.6% | 0.006% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 12,416 | $1.06M | 0.0% | N/A | 0.003% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 19,081 | $1.62M | 0.1% | N/A | 0.004% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 4,321 | $364K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Larson Financial Group LLC | 7,045 | $599K | 0.0% | -10.2% | 0.002% | |
| 5/2/2025 | Wealthfront Advisers LLC | 22,067 | $1.88M | 0.0% | +2.8% | 0.005% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 203,505 | $17.31M | 0.4% | -7.9% | 0.045% | |
| 5/2/2025 | Whittier Trust Co. | 188,825 | $16.06M | 0.2% | +0.2% | 0.041% | |
| 5/2/2025 | Dakota Wealth Management | 451,878 | $38.44M | 0.9% | -2.9% | 0.099% | |
| 5/2/2025 | LJI Wealth Management LLC | 160,971 | $13.69M | 2.7% | +9.0% | 0.035% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 2,755 | $234K | 0.1% | -28.2% | 0.001% | |
| 5/2/2025 | Apollon Wealth Management LLC | 25,080 | $2.13M | 0.0% | -1.7% | 0.005% | |
| 5/2/2025 | Sigma Planning Corp | 26,692 | $2.27M | 0.1% | +18.5% | 0.006% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 34,178 | $2.91M | 0.5% | +6.9% | 0.007% | |
| 5/2/2025 | Signaturefd LLC | 496 | $42K | 0.0% | -70.8% | 0.000% | |
| 5/1/2025 | Turtle Creek Wealth Advisors LLC | 71,749 | $6.10M | 0.9% | +24.4% | 0.016% | |
| 5/1/2025 | Bleakley Financial Group LLC | 75,865 | $6.45M | 0.2% | -2.2% | 0.017% | |
| 5/1/2025 | MTM Investment Management LLC | 4,229 | $361K | 0.1% | -3.7% | 0.001% | |
| 5/1/2025 | Cahaba Wealth Management Inc. | 57,460 | $4.89M | 0.4% | -3.3% | 0.013% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 47,048 | $4.00M | 2.5% | +120.8% | 0.010% | |
| 5/1/2025 | Woodside Wealth Management LLC | 560 | $48K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | CWM LLC | 154,484 | $13.14M | 0.1% | +15.6% | 0.034% | |
| 5/1/2025 | Hughes Financial Services LLC | 687 | $59K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Westmount Partners LLC | 5,706 | $485K | 0.1% | -7.3% | 0.001% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 2,518 | $214K | 0.0% | -6.6% | 0.001% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 8,589 | $731K | 0.1% | -62.8% | 0.002% | |
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| 5/1/2025 | Stephens Inc. AR | 401,619 | $34.17M | 0.5% | -12.9% | 0.088% | |
| 5/1/2025 | FDx Advisors Inc. | 54,334 | $4.62M | 1.5% | -9.3% | 0.012% | |
| 5/1/2025 | BankPlus Trust Department | 4,437 | $377K | 0.1% | +8.4% | 0.001% | |
| 5/1/2025 | Ballentine Partners LLC | 45,537 | $3.87M | 0.1% | -13.5% | 0.010% | |
| 5/1/2025 | Forum Private Client Group LLC | 5,746 | $489K | 0.2% | -4.0% | 0.001% | |
| 5/1/2025 | IFC Advisors LLC | 73,627 | $6.26M | 1.3% | -1.3% | 0.016% | |
| 5/1/2025 | Fifth Third Securities Inc. | 71,844 | $6.11M | 0.5% | -6.7% | 0.016% | |
| 4/30/2025 | MJP Associates Inc. ADV | 5,859 | $498K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 778,073 | $66.19M | 0.1% | +5.7% | 0.170% | |
| 4/30/2025 | Israel Discount Bank of New York | 6,129 | $521K | 0.4% | -35.6% | 0.001% | |
| 4/30/2025 | Narus Financial Partners LLC | 31,702 | $2.70M | 0.9% | +24.4% | 0.007% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 512 | $44K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Allworth Financial LP | 18,300 | $1.53M | 0.0% | -1.2% | 0.004% | |
| 4/30/2025 | Stonebrook Private Inc. | 4,712 | $401K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Peddock Capital Advisors LLC | 3,123 | $266K | 0.1% | -28.2% | 0.001% | |
| 4/30/2025 | Bridges Investment Management Inc. | 146,724 | $12.48M | 0.2% | -1.6% | 0.032% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 4,433 | $377K | 0.0% | -17.9% | 0.001% | |
| 4/30/2025 | Principal Securities Inc. | 44,740 | $3.96M | 0.1% | +5.3% | 0.010% | |
| 4/30/2025 | Greenleaf Trust | 82,760 | $7.04M | 0.1% | +10.3% | 0.018% | |
| 4/30/2025 | Optimum Investment Advisors | 9,678 | $823K | 0.4% | -3.0% | 0.002% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 26,080 | $2.22M | 0.1% | -1.3% | 0.006% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 6,610 | $562K | 0.1% | +32.6% | 0.001% | |
| 4/30/2025 | M&T Bank Corp | 484,698 | $41.23M | 0.2% | -4.3% | 0.106% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 204,580 | $17.40M | 0.3% | -15.5% | 0.045% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 19,306 | $1.64M | 0.1% | -2.5% | 0.004% | |
| 4/30/2025 | Brown Advisory Inc. | 318,651 | $27.11M | 0.0% | +0.2% | 0.070% | |
| 4/30/2025 | Washington Trust Bank | 134,383 | $11.43M | 1.1% | -7.6% | 0.029% | |
| 4/29/2025 | Centennial Bank AR | 38,046 | $3.24M | 1.5% | +6.4% | 0.008% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 21,145 | $1.80M | 0.1% | +1.8% | 0.005% | |
| 4/29/2025 | Financial Counselors Inc. | 64,849 | $5.52M | 0.1% | +59.2% | 0.014% | |
| 4/29/2025 | Callan Capital LLC | 5,312 | $452K | 0.0% | -2.9% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 46,732 | $3.98M | 0.1% | +9.6% | 0.010% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,132,328 | $351.54M | 0.1% | -1.4% | 0.906% | |
| 4/29/2025 | Fund Evaluation Group LLC | 151,268 | $12.87M | 0.6% | +25.3% | 0.033% | |
| 4/29/2025 | Forte Asset Management LLC | 72,553 | $6.17M | 3.1% | +3.2% | 0.016% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 331 | $28K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 116,374 | $9.90M | 1.6% | -3.9% | 0.026% | |
| 4/29/2025 | Vickerman Investment Advisors Inc. | 5,907 | $503K | 0.1% | +127.3% | 0.001% | |
| 4/29/2025 | Olistico Wealth LLC | 2,288 | $195K | 0.1% | -17.4% | 0.001% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 44,069 | $3.75M | 0.9% | -1.5% | 0.010% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 16,727 | $1.42M | 0.0% | +53.8% | 0.004% | |
| 4/29/2025 | HM Payson & Co. | 3,932 | $334K | 0.0% | -9.7% | 0.001% | |
| 4/29/2025 | DT Investment Partners LLC | 43,825 | $3.73M | 0.4% | +5.6% | 0.010% | |
| 4/29/2025 | Bank of New York Mellon Corp | 8,018,338 | $682.12M | 0.1% | +11.7% | 1.757% | |
| 4/29/2025 | Sonata Capital Group Inc. | 184,749 | $15.72M | 6.8% | -1.6% | 0.040% | |
| 4/29/2025 | von Borstel & Associates Inc. | 2,136 | $181K | 0.1% | N/A | 0.000% | |
| 4/29/2025 | Truist Financial Corp | 4,075,565 | $346.71M | 0.6% | +10.9% | 0.893% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,530 | $130K | 0.0% | +10.9% | 0.000% | |
| 4/29/2025 | Wedgewood Investors Inc. PA | 3,680 | $313K | 0.4% | -4.2% | 0.001% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 59,448 | $5.06M | 0.1% | +226.0% | 0.013% | |
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| 4/29/2025 | MBA Advisors LLC | 15,813 | $1.35M | 0.7% | -1.3% | 0.003% | |
| 4/29/2025 | Conning Inc. | 79,001 | $6.72M | 0.2% | -44.8% | 0.017% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 4,756 | $405K | 0.0% | +7.2% | 0.001% | |
| 4/28/2025 | North Capital Inc. | 1,159 | $99K | 0.1% | N/A | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 314,807 | $26.78M | 0.2% | +2.9% | 0.069% | |
| 4/28/2025 | Principal Financial Group Inc. | 70,570 | $6.00M | 0.0% | -47.3% | 0.015% | |
| 4/28/2025 | Bellevue Asset Management LLC | 2,384 | $203K | 0.1% | +22.0% | 0.001% | |
| 4/28/2025 | Mutual Advisors LLC | 2,843 | $237K | 0.0% | -9.4% | 0.001% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 562 | $48K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Axis Wealth Partners LLC | 27,693 | $2.36M | 1.7% | +14.2% | 0.006% | |
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