| 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% | |
| 4/28/2025 | First Horizon Advisors Inc. | 119,344 | $10.15M | 0.3% | -0.7% | 0.026% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 15,623 | $1.33M | 0.2% | -2.0% | 0.003% | |
| 4/28/2025 | Private Trust Co. NA | 30,776 | $2.62M | 0.3% | +14.4% | 0.007% | |
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| 4/28/2025 | Physician Wealth Advisors Inc. | 426 | $36K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 68,668 | $5.92M | 0.1% | +20.7% | 0.015% | |
| 4/28/2025 | Swmg LLC | 15,987 | $1.33M | 0.5% | N/A | 0.004% | |
| 4/28/2025 | Kanawha Capital Management LLC | 9,391 | $799K | 0.1% | +37.9% | 0.002% | |
| 4/28/2025 | New South Capital Management Inc. | 9,530 | $811K | 0.0% | -93.9% | 0.002% | |
| 4/28/2025 | Coastline Trust Co | 352,427 | $29.98M | 3.7% | +5.5% | 0.077% | |
| 4/28/2025 | Detalus Advisors LLC | 3,255 | $277K | 0.1% | -4.0% | 0.001% | |
| 4/28/2025 | Keybank National Association OH | 1,698,074 | $144.46M | 0.6% | -1.1% | 0.372% | |
| 4/28/2025 | Rossby Financial LCC | 367 | $31K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 22,745 | $1.94M | 0.0% | -71.6% | 0.005% | |
| 4/28/2025 | Lansing Street Advisors | 10,899 | $927K | 0.3% | N/A | 0.002% | |
| 4/28/2025 | Hapanowicz & Associates Financial Services Inc | 23,465 | $2.00M | 1.1% | +6.1% | 0.005% | |
| 4/28/2025 | RKL Wealth Management LLC | 19,896 | $1.69M | 0.2% | -5.4% | 0.004% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 2,765 | $226K | 0.1% | N/A | 0.001% | |
| 4/28/2025 | ABLE Financial Group LLC | 35,332 | $3.01M | 0.8% | -10.1% | 0.008% | |
| 4/25/2025 | West Bancorporation Inc. | 106,590 | $9.07M | 6.2% | +5.6% | 0.023% | |
| 4/25/2025 | Mather Group LLC. | 34,991 | $2.98M | 0.0% | +31.5% | 0.008% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 93,443 | $7.95M | 1.0% | +1.0% | 0.020% | |
| 4/25/2025 | Smith Salley Wealth Management | 9,053 | $770K | 0.1% | -4.4% | 0.002% | |
| 4/25/2025 | Saxon Interests Inc. | 39,374 | $3.35M | 1.6% | -4.2% | 0.009% | |
| 4/25/2025 | Altus Wealth Group LLC | 8,646 | $736K | 0.3% | -4.9% | 0.002% | |
| 4/25/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 4,696 | $399K | 0.1% | -26.6% | 0.001% | |
| 4/25/2025 | MidAtlantic Capital Management Inc. | 9,160 | $779K | 0.6% | -2.8% | 0.002% | |
| 4/25/2025 | Spinnaker Trust | 3,524 | $300K | 0.0% | -32.3% | 0.001% | |
| 4/25/2025 | WASHINGTON TRUST Co | 938,529 | $79.84M | 3.1% | -3.0% | 0.206% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 1,407 | $120K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 3,099 | $264K | 0.0% | -23.6% | 0.001% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 55,596 | $4.73M | 0.5% | -0.9% | 0.012% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 1,195 | $102K | 0.0% | +45.2% | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 12,057 | $1.06M | 0.0% | -2.2% | 0.003% | |
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| 4/25/2025 | Innovative Wealth Building LLC | 5,490 | $467K | 0.4% | +2.3% | 0.001% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 20,365 | $1.73M | 1.3% | -11.4% | 0.004% | |
| 4/25/2025 | Life Line Wealth Management LLC | 36,525 | $3.11M | 1.1% | -90.8% | 0.008% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 177,822 | $15.13M | 0.7% | +0.2% | 0.039% | |
| 4/25/2025 | Essex Financial Services Inc. | 64,201 | $5.46M | 0.4% | +0.7% | 0.014% | |
| 4/25/2025 | Sovran Advisors LLC | 6,023 | $484K | 0.1% | +4.7% | 0.001% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 5,760 | $490K | 0.0% | +22.1% | 0.001% | |
| 4/25/2025 | Guardian Asset Advisors LLC | 5,067 | $427K | 0.3% | -17.3% | 0.001% | |
| 4/24/2025 | Golden State Wealth Management LLC | 4,591 | $391K | 0.1% | +4.9% | 0.001% | |
| 4/24/2025 | Sunbelt Securities Inc. | 11,580 | $985K | 0.1% | -6.3% | 0.003% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 19,456 | $1.66M | 0.2% | +3.3% | 0.004% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 4,529 | $387K | 0.0% | -25.1% | 0.001% | |
| 4/24/2025 | Highland Capital Management LLC | 35,091 | $2.99M | 0.2% | -1.4% | 0.008% | |
| 4/24/2025 | TCV Trust & Wealth Management Inc. | 62,437 | $5.31M | 0.5% | -2.2% | 0.014% | |
| 4/24/2025 | St. Clair Advisors LLC | 23,410 | $1.99M | 0.6% | -32.8% | 0.005% | |
| 4/24/2025 | Oakworth Capital Inc. | 1,120,519 | $95.32M | 6.6% | +0.7% | 0.246% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 9,562 | $813K | 0.1% | +68.0% | 0.002% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 210,482 | $17.91M | 0.3% | +6.4% | 0.046% | |
| 4/24/2025 | Park Place Capital Corp | 2,545 | $217K | 0.1% | -31.6% | 0.001% | |
| 4/24/2025 | Diversified Trust Co | 86,409 | $7.35M | 0.2% | -5.2% | 0.019% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 9,320 | $793K | 0.2% | -9.3% | 0.002% | |
| 4/24/2025 | Tanager Wealth Management LLP | 3,884 | $330K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | TFC Financial Management Inc. | 5,605 | $477K | 0.1% | -6.6% | 0.001% | |
| 4/24/2025 | Tranquility Partners LLC | 7,061 | $601K | 0.2% | +13.3% | 0.002% | |
| 4/24/2025 | First Merchants Corp | 78,480 | $6.68M | 0.3% | -3.6% | 0.017% | |
| 4/24/2025 | Nadler Financial Group Inc. | 69,053 | $5.87M | 0.7% | +0.6% | 0.015% | |
| 4/24/2025 | Motiv8 Investments LLC | 31,053 | $2.64M | 1.8% | -5.2% | 0.007% | |
| 4/23/2025 | Atala Financial Inc | 14,725 | $1.25M | 0.9% | +7.0% | 0.003% | |
| 4/23/2025 | Western Wealth Management LLC | 7,779 | $662K | 0.0% | +27.3% | 0.002% | |
| 4/23/2025 | Sabal Trust CO | 54,197 | $4.61M | 0.3% | -2.2% | 0.012% | |
| 4/23/2025 | Nvest Financial LLC | 37,289 | $3.17M | 1.7% | -4.2% | 0.008% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 360 | $31K | 0.0% | -92.9% | 0.000% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 45,490 | $3.87M | 0.0% | +9.6% | 0.010% | |
| 4/23/2025 | Security National Bank | 360 | $31K | 0.0% | -99.9% | 0.000% | |
| 4/23/2025 | Perigon Wealth Management LLC | 105,436 | $8.97M | 0.2% | +11.1% | 0.023% | |
| 4/23/2025 | Cvfg LLC | 6,064 | $516K | 0.5% | +3.8% | 0.001% | |
| 4/23/2025 | Alpine Bank Wealth Management | 3,835 | $326K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 17,424 | $1.48M | 0.0% | -9.2% | 0.004% | |
| 4/23/2025 | Golden State Wealth Management LLC | 9,181 | $781K | 0.1% | +109.9% | 0.002% | |
| 4/23/2025 | Bessemer Group Inc. | 77,427 | $6.59M | 0.0% | +27.3% | 0.017% | |
| 4/23/2025 | Spire Wealth Management | 38,062 | $3.24M | 0.1% | -0.9% | 0.008% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 14,323 | $1.22M | 0.1% | -27.7% | 0.003% | |
| 4/23/2025 | Sage Financial Management Group Inc. | 3,573 | $304K | 0.1% | -12.0% | 0.001% | |
| 4/23/2025 | Steph & Co. | 125,026 | $10.64M | 3.8% | -8.4% | 0.027% | |
| 4/23/2025 | International Assets Investment Management LLC | 6,105 | $519K | 0.0% | -32.3% | 0.001% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 72,883 | $6.20M | 0.5% | -6.9% | 0.016% | |
| 4/23/2025 | Vectors Research Management LLC | 2,507 | $213K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 3,453 | $294K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | St. Johns Investment Management Company LLC | 54,686 | $4.65M | 2.3% | +7.3% | 0.012% | |
| 4/23/2025 | Ledyard National Bank | 4,669 | $397K | 0.0% | -10.0% | 0.001% | |
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| 4/23/2025 | Smith & Howard Wealth Management LLC | 44,929 | $3.82M | 1.0% | +8.0% | 0.010% | |
| 4/23/2025 | Spirepoint Private Client LLC | 8,511 | $724K | 0.1% | -3.9% | 0.002% | |
| 4/23/2025 | Southern Capital Advisors LLC | 16,601 | $1.41M | 0.8% | -0.8% | 0.004% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 12,663 | $1.08M | 0.2% | +411.8% | 0.003% | |
| 4/23/2025 | Legacy Advisors LLC | 229,995 | $19.57M | 2.0% | +0.6% | 0.050% | |
| 4/23/2025 | Chapin Davis Inc. | 35,803 | $3.05M | 1.0% | +3.9% | 0.008% | |
| 4/23/2025 | Valmark Advisers Inc. | 26,305 | $2.24M | 0.0% | -1.8% | 0.006% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 21,600 | $1.84M | 0.0% | +47.6% | 0.005% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 604 | $51K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Diversified Portfolios Inc. | 3,150 | $268K | 0.0% | -20.3% | 0.001% | |
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