| 5/20/2025 | Focus Partners Wealth | 234,830 | $5.70M | 0.0% | +202.4% | 0.148% | |
| 5/20/2025 | Nepc LLC | 1,562,057 | $37.90M | 1.0% | +5.5% | 0.987% | |
| 5/20/2025 | Strive Asset Management LLC | 17,014 | $413K | 0.3% | -5.9% | 0.011% | |
| 5/19/2025 | SageView Advisory Group LLC | 2,663,387 | $64.61M | 2.8% | +12.0% | 1.683% | |
| 5/16/2025 | Great Lakes Advisors LLC | 111,285 | $2.70M | 0.0% | -38.2% | 0.070% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,164,561 | $28.25M | 0.0% | -9.6% | 0.736% | |
| 5/16/2025 | Jones Financial Companies Lllp | 81,705 | $1.98M | 0.0% | +131.0% | 0.052% | |
| 5/16/2025 | Nepc LLC | 1,562,057 | $37.90M | 1.1% | +5.5% | 0.987% | |
| 5/16/2025 | NewEdge Advisors LLC | 47,066 | $1.14M | 0.0% | +23.4% | 0.030% | |
| 5/16/2025 | Amundi | 700,000 | $16.60M | 0.0% | +83.3% | 0.442% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 46,530 | $1.13M | 0.0% | -4.9% | 0.029% | |
| 5/15/2025 | Royal Bank of Canada | 712,916 | $17.30M | 0.0% | +9.1% | 0.450% | |
| 5/15/2025 | Betterment LLC | 11,035 | $268K | 0.0% | +5.3% | 0.007% | |
| 5/14/2025 | SVB Wealth LLC | 140,247 | $3.40M | 0.1% | -21.0% | 0.089% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,880,660 | $118.41M | 0.1% | +6.8% | 3.084% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 3,171,017 | $76.93M | 1.3% | +62.5% | 2.004% | |
| 5/14/2025 | Capital Analysts LLC | 10,320 | $250K | 0.0% | -5.3% | 0.007% | |
| 5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 97,007 | $2.35M | 0.0% | +8.7% | 0.061% | |
| 5/13/2025 | Aviso Financial Inc. | 11,453 | $278K | 0.0% | N/A | 0.007% | |
| 5/13/2025 | Cresset Asset Management LLC | 27,973 | $679K | 0.0% | -3.6% | 0.018% | |
| 5/13/2025 | Tacita Capital Inc | 4,262 | $103K | 0.1% | +41.1% | 0.003% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 335,016 | $8.13M | 0.2% | N/A | 0.212% | |
| 5/13/2025 | NFP Retirement Inc. | 76,652 | $1.86M | 0.1% | +6.5% | 0.048% | |
| 5/13/2025 | Brooklyn FI LLC | 267,385 | $6.49M | 2.0% | +12.9% | 0.169% | |
| 5/13/2025 | Rathbones Group PLC | 25,731 | $624K | 0.0% | +5.8% | 0.016% | |
| 5/13/2025 | Callan Family Office LLC | 115,942 | $2.81M | 0.2% | -2.6% | 0.073% | |
| 5/13/2025 | HighTower Advisors LLC | 1,175,447 | $28.52M | 0.0% | -8.9% | 0.743% | |
| 5/12/2025 | SouthState Corp | 5,790 | $140K | 0.0% | N/A | 0.004% | |
| 5/12/2025 | Virtu Financial LLC | 16,293 | $395K | 0.0% | N/A | 0.010% | |
| 5/12/2025 | National Bank of Canada FI | 8,720 | $212K | 0.0% | -91.5% | 0.006% | |
| 5/12/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 56,649 | $1.37M | 0.0% | -2.0% | 0.036% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 23,970 | $582K | 0.1% | -4.9% | 0.015% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 43,029 | $1.04M | 0.7% | +1.4% | 0.027% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 78,743 | $1.91M | 0.1% | +4.3% | 0.050% | |
| 5/9/2025 | Lester Murray Antman dba SimplyRich | 176,521 | $4.28M | 1.2% | -31.7% | 0.112% | |
| 5/9/2025 | Wealthspire Advisors LLC | 200,406 | $4.86M | 0.0% | +1.8% | 0.127% | |
| 5/9/2025 | Cooper Haims Advisors LLC | 499,191 | $12.11M | 6.6% | +4.2% | 0.315% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 40,981 | $994K | 0.2% | +3.2% | 0.026% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 16,334 | $396K | 0.0% | -2.6% | 0.010% | |
| 5/8/2025 | Modera Wealth Management LLC | 1,056,894 | $25.64M | 0.3% | +6.1% | 0.668% | |
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| 5/8/2025 | Aegis Wealth Management LLC | 54,808 | $1.33M | 0.8% | +4.0% | 0.035% | |
| 5/8/2025 | Cutler Investment Counsel LLC | 247,808 | $6.01M | 0.7% | +32.9% | 0.157% | |
| 5/7/2025 | LPL Financial LLC | 1,571,067 | $38.11M | 0.0% | +5.1% | 0.993% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 612,379 | $14.86M | 1.5% | +2.5% | 0.387% | |
| 5/6/2025 | Cetera Investment Advisers | 312,438 | $7.58M | 0.0% | +4.4% | 0.197% | |
| 5/6/2025 | AE Wealth Management LLC | 32,300 | $784K | 0.0% | -3.0% | 0.020% | |
| 5/6/2025 | City National Bank of Florida MSD | 28,423 | $690K | 0.6% | +59.7% | 0.018% | |
| 5/5/2025 | Aire Advisors LLC | 12,540 | $304K | 0.1% | -35.3% | 0.008% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 35,996 | $873K | 0.7% | +2.6% | 0.023% | |
| 5/5/2025 | IFP Advisors Inc | 16,387 | $398K | 0.0% | -11.7% | 0.010% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 76,769 | $1.86M | 0.2% | +1.2% | 0.049% | |
| 5/2/2025 | Bailard Inc. | 302,057 | $7.33M | 0.2% | -0.2% | 0.191% | |
| 5/2/2025 | MB Generational Wealth LLC | 69,563 | $1.69M | 1.3% | +31.0% | 0.044% | |
| 5/2/2025 | Private Wealth Management Group LLC | 18,742 | $455K | 0.2% | -11.4% | 0.012% | |
| 5/2/2025 | BIP Wealth LLC | 451,560 | $10.96M | 0.7% | +6.9% | 0.285% | |
| 5/2/2025 | Larson Financial Group LLC | 41,827 | $1.02M | 0.0% | -5.8% | 0.026% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 3,731 | $91K | 0.0% | -17.7% | 0.002% | |
| 5/2/2025 | Castlekeep Investment Advisors LLC | 8,860 | $215K | 0.1% | -82.5% | 0.006% | |
| 5/1/2025 | CWM LLC | 17,679 | $429K | 0.0% | -6.5% | 0.011% | |
| 5/1/2025 | Ballentine Partners LLC | 11,245 | $273K | 0.0% | +27.8% | 0.007% | |
| 4/30/2025 | First Interstate Bank | 14,514 | $352K | 0.0% | -3.1% | 0.009% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 19,167 | $465K | 0.1% | +2.8% | 0.012% | |
| 4/30/2025 | M&T Bank Corp | 4,917,036 | $119.29M | 0.4% | +9.7% | 3.107% | |
| 4/30/2025 | Aurelius Family Office LLC | 92,443 | $2.24M | 1.1% | +0.5% | 0.058% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 790,219 | $19.17M | 0.0% | -1.4% | 0.499% | |
| 4/29/2025 | World Investment Advisors | 324,209 | $7.87M | 0.2% | +11.5% | 0.205% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 51,154 | $1.24M | 0.5% | +2.0% | 0.032% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 18,950 | $460K | 0.0% | -2.2% | 0.012% | |
| 4/28/2025 | Clune & Associates LTD. | 58,663 | $1.42M | 0.4% | +10.1% | 0.037% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 339,075 | $8.23M | 1.8% | +29.0% | 0.214% | |
| 4/28/2025 | Money Design Co. Ltd. | 667,729 | $16.20M | 0.8% | +30.6% | 0.422% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 1,016,662 | $24.66M | 0.3% | +6.4% | 0.642% | |
| 4/25/2025 | Heritage Investment Group Inc. | 1,558,893 | $37.82M | 7.1% | +2.9% | 0.985% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 406,435 | $9.86M | 3.4% | +3.9% | 0.257% | |
| 4/25/2025 | Valley National Advisers Inc. | 2,374 | $57K | 0.0% | N/A | 0.002% | |
| 4/25/2025 | Emerald Advisors LLC | 90,325 | $2.19M | 0.3% | +13.5% | 0.057% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 101,986 | $2.47M | 0.0% | -14.3% | 0.064% | |
| 4/24/2025 | PDS Planning Inc | 1,359,525 | $32.98M | 2.8% | +3.0% | 0.859% | |
| 4/24/2025 | Capasso Planning Partners LLC | 104,856 | $2.54M | 1.1% | +5.1% | 0.066% | |
| 4/23/2025 | SOL Capital Management CO | 150,630 | $3.65M | 0.4% | +1.0% | 0.095% | |
| 4/23/2025 | Symmetry Partners LLC | 29,278 | $710K | 0.1% | -4.0% | 0.019% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 318,877 | $7.74M | 2.4% | +0.6% | 0.202% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 321,000 | $7.79M | 0.0% | -6.1% | 0.203% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 127,236 | $3.09M | 0.6% | -1.4% | 0.080% | |
| 4/23/2025 | Valmark Advisers Inc. | 5,714,409 | $138.63M | 2.1% | +1.2% | 3.611% | |
| 4/22/2025 | Diversified Portfolios Inc. | 815,769 | $19.79M | 2.1% | +5.6% | 0.515% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 96,485 | $2.34M | 0.2% | -1.6% | 0.061% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,564 | $547K | 0.0% | +2.5% | 0.014% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 31,114 | $755K | 0.6% | -6.7% | 0.020% | |
| 4/22/2025 | RFP Financial Group LLC | 143,502 | $3.48M | 1.4% | -10.3% | 0.091% | |
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| 4/21/2025 | ERn Financial LLC | 413,016 | $10.02M | 1.6% | -1.7% | 0.261% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 12,539 | $304K | 0.0% | -7.3% | 0.008% | |
| 4/21/2025 | Aspiriant LLC | 28,296 | $686K | 0.0% | -26.5% | 0.018% | |
| 4/21/2025 | Accelerate Investment Advisors LLC | 38,711 | $939K | 0.8% | +8.7% | 0.024% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 28,865 | $700K | 0.1% | -4.6% | 0.018% | |
| 4/17/2025 | RS Crum Inc. | 131,280 | $3.19M | 0.9% | -0.4% | 0.083% | |
| 4/16/2025 | TPG Financial Advisors LLC | 11,839 | $287K | 0.1% | -70.7% | 0.007% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 295,976 | $7.18M | 0.0% | -51.7% | 0.187% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 9,240 | $224K | 0.1% | -16.6% | 0.006% | |
| 4/15/2025 | Total Wealth Planning LLC | 20,884 | $507K | 0.1% | -6.9% | 0.013% | |
