| 8/5/2025 | Fourth Dimension Wealth LLC | 436 | $28K | 0.0% | -34.3% | 0.000% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 446,003 | $28.16M | 0.5% | +1.3% | 0.210% | |
| 8/5/2025 | Bank of New York Mellon Corp | 9,695,358 | $612.17M | 0.1% | -8.2% | 4.556% | |
| 8/5/2025 | Tsfg LLC | 5,415 | $342K | 0.1% | -87.9% | 0.003% | |
| 8/5/2025 | TIAA Trust National Association | 730,193 | $46.10M | 0.1% | -24.3% | 0.343% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 3,783 | $239K | 0.0% | -73.0% | 0.002% | |
| 8/4/2025 | MeadowBrook Investment Advisors LLC | 506 | $32K | 0.0% | N/A | 0.000% | |
| 8/4/2025 | Arkadios Wealth Advisors | 9,253 | $584K | 0.0% | -43.0% | 0.004% | |
| 8/1/2025 | Oarsman Capital Inc. | 188,560 | $11.91M | 1.9% | +2.9% | 0.087% | |
| 8/1/2025 | Zhang Financial LLC | 106,711 | $6.74M | 0.3% | +26.1% | 0.050% | |
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| 8/1/2025 | Transcend Capital Advisors LLC | 4,211 | $266K | 0.0% | -94.0% | 0.002% | |
| 8/1/2025 | Bessemer Group Inc. | 16,856 | $1.07M | 0.0% | +10.5% | 0.008% | |
| 7/31/2025 | Leavell Investment Management Inc. | 5,239 | $331K | 0.0% | N/A | 0.002% | |
| 7/31/2025 | Burke & Herbert Bank & Trust Co. | 34,970 | $2.21M | 0.5% | -6.6% | 0.016% | |
| 7/30/2025 | Strategic Blueprint LLC | 150,252 | $9.49M | 0.5% | -42.0% | 0.070% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 2,518,698 | $159.03M | 2.0% | +2.5% | 1.169% | |
| 7/30/2025 | Whittier Trust Co. | 43,008 | $2.72M | 0.0% | +3.7% | 0.020% | |
| 7/30/2025 | Bogart Wealth LLC | 3,482 | $220K | 0.0% | +7.5% | 0.002% | |
| 7/30/2025 | Strategic Investment Management LLC | 5,600 | $354K | 0.2% | -98.2% | 0.003% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 6,977 | $441K | 0.1% | +82.4% | 0.003% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 28,903 | $1.83M | 0.2% | +316.1% | 0.013% | |
| 7/28/2025 | Copia Wealth Management | 50,876 | $3.21M | 2.7% | -1.4% | 0.024% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 706 | $45K | 0.0% | -57.3% | 0.000% | |
| 7/28/2025 | CKW Financial Group | 446,653 | $28.26M | 3.3% | -0.8% | 0.207% | |
| 7/25/2025 | Wells Financial Advisors INC | 1,710 | $108K | 0.1% | +362.2% | 0.001% | |
| 7/24/2025 | Ramirez Asset Management Inc. | 2,672 | $169K | 0.0% | -31.7% | 0.001% | |
| 7/23/2025 | NBT Bank N A NY | 10,964 | $692K | 0.0% | -1.5% | 0.005% | |
| 7/23/2025 | Venturi Wealth Management LLC | 16,632 | $1.05M | 0.1% | -5.7% | 0.008% | |
| 7/23/2025 | High Note Wealth LLC | 89,224 | $5.63M | 1.3% | +37.4% | 0.041% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 17,712 | $1.12M | 0.0% | -0.9% | 0.008% | |
| 7/22/2025 | Inlight Wealth Management LLC | 20,723 | $1.31M | 0.3% | +141.9% | 0.010% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 29,669 | $1.87M | 0.3% | N/A | 0.014% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 93,571 | $5.91M | 0.0% | -8.0% | 0.043% | |
| 7/22/2025 | Kickstand Ventures LLC. | 29,669 | $1.87M | 0.4% | +1.8% | 0.014% | |
| 7/21/2025 | Quent Capital LLC | 56,129 | $3.54M | 0.3% | -6.9% | 0.026% | |
| 7/21/2025 | Wallington Asset Management LLC | 125,065 | $7.90M | 1.1% | -45.1% | 0.058% | |
| 7/21/2025 | Exchange Capital Management Inc. | 7,401 | $467K | 0.1% | -2.1% | 0.003% | |
| 7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 501 | $32K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 765,607 | $48.34M | 0.1% | -51.6% | 0.355% | |
| 7/16/2025 | ORG Wealth Partners LLC | 12,832 | $812K | 0.2% | N/A | 0.006% | |
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| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 501 | $32K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | Patron Partners LLC | 7,643 | $483K | 0.2% | -47.7% | 0.004% | |
| 7/16/2025 | Steph & Co. | 12,657 | $799K | 0.3% | +630.8% | 0.006% | |
| 7/16/2025 | Ayalon Insurance Comp Ltd. | 214,717 | $13.56M | 3.9% | +30.3% | 0.100% | |
| 7/15/2025 | TD Private Client Wealth LLC | 1,486 | $94K | 0.0% | -36.4% | 0.001% | |
| 7/15/2025 | Graypoint LLC | 110,737 | $6.99M | 0.4% | -9.6% | 0.051% | |
| 7/15/2025 | Fortitude Family Office LLC | 65,133 | $4.11M | 1.3% | -23.8% | 0.030% | |
| 7/15/2025 | GSB Wealth Management LLC | 97,601 | $6.16M | 1.5% | -3.1% | 0.045% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,171 | $74K | 0.0% | -35.8% | 0.001% | |
| 7/11/2025 | First PREMIER Bank | 2,677 | $169K | 0.0% | +19.6% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 219,552 | $13.86M | 0.3% | -12.4% | 0.102% | |
| 7/11/2025 | Professional Advisory Services Inc. | 352,595 | $22.26M | 3.0% | -2.2% | 0.164% | |
| 7/10/2025 | Myriad Asset Management US LP | 629,810 | $39.77M | 26.3% | N/A | 0.292% | |
| 7/9/2025 | Fiduciary Alliance LLC | 72,275 | $4.56M | 0.3% | +7.6% | 0.034% | |
| 7/9/2025 | Central Bank & Trust Co. | 171,196 | $10.81M | 1.8% | -17.8% | 0.079% | |
| 7/9/2025 | Bulwark Capital Corp | 584 | $37K | 0.0% | N/A | 0.000% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 5,351 | $338K | 0.0% | +31.5% | 0.002% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 7,252 | $458K | 0.0% | +7.5% | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 31,459 | $1.99M | 0.0% | -12.1% | 0.015% | |
| 7/2/2025 | Norway Savings Bank | 78,792 | $4.98M | 2.6% | +2.0% | 0.037% | |
| 7/2/2025 | LVM Capital Management Ltd. MI | 100,599 | $6.35M | 0.7% | +11.9% | 0.047% | |
| 5/20/2025 | Anchor Investment Management LLC | 21,525 | $1.19M | 0.1% | -13.3% | 0.008% | |
| 5/16/2025 | United Services Automobile Association | 5,316,622 | $293.37M | 9.0% | N/A | 2.056% | |
| 5/16/2025 | CKW Financial Group | 450,089 | $24.93M | 3.1% | +5.3% | 0.174% | |
| 5/16/2025 | NewEdge Advisors LLC | 763,340 | $42.05M | 0.2% | -17.9% | 0.295% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 645,313 | $35.55M | 0.4% | +40.5% | 0.250% | |
| 5/16/2025 | Ancora Advisors LLC | 172,070 | $9.48M | 0.2% | -5.0% | 0.067% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 50,557 | $2.74M | 1.3% | +2.2% | 0.020% | |
| 5/15/2025 | Baird Financial Group Inc. | 537,984 | $29.64M | 0.1% | +2.1% | 0.208% | |
| 5/15/2025 | OLD Mission Capital LLC | 800,394 | $44.09M | 0.6% | -53.7% | 0.310% | |
| 5/15/2025 | Oarsman Capital Inc. | 183,334 | $10.10M | 1.8% | +8.6% | 0.071% | |
| 5/14/2025 | Redwood Investment Management LLC | 25,323 | $1.40M | 0.2% | +5.4% | 0.010% | |
| 5/14/2025 | SVB Wealth LLC | 5,205 | $287K | 0.0% | -29.9% | 0.002% | |
| 5/14/2025 | Ameriprise Financial Inc. | 6,693,275 | $368.75M | 0.1% | -7.8% | 2.588% | |
| 5/14/2025 | Flow Traders U.S. LLC | 471,214 | $25.96M | 1.1% | N/A | 0.182% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 4,000,438 | $220.38M | 3.7% | +12.2% | 1.547% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 13,278 | $731K | 0.0% | -4.0% | 0.005% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 58,997 | $3.25M | 0.5% | -1.7% | 0.023% | |
| 5/14/2025 | Colonial Trust Advisors | 76,510 | $4.22M | 0.4% | +13.9% | 0.030% | |
| 5/13/2025 | Ethos Financial Group LLC | 123,161 | $6.79M | 0.7% | +9.2% | 0.048% | |
| 5/13/2025 | Gen Wealth Partners Inc | 45,854 | $2.53M | 1.1% | -23.4% | 0.018% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 9,475 | $522K | 0.0% | -3.0% | 0.004% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 34,783 | $1.92M | 0.1% | +18.0% | 0.013% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,424,609 | $78.48M | 0.1% | +6.3% | 0.551% | |
| 5/12/2025 | AGF Management Ltd. | 306,507 | $16.89M | 0.1% | -2.4% | 0.119% | |
| 5/12/2025 | SouthState Corp | 627 | $35K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 31,774 | $1.75M | 0.4% | -29.7% | 0.012% | |
| 5/12/2025 | Harvest Investment Advisors LLC | 56,169 | $3.09M | 2.2% | +6.5% | 0.022% | |
| 5/12/2025 | Bare Financial Services Inc | 133,256 | $7.34M | 2.8% | +5.8% | 0.052% | |
| 5/12/2025 | Basso Capital Management L.P. | 5,150 | $284K | 0.2% | -62.9% | 0.002% | |
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| 5/12/2025 | Atlas Capital Advisors Inc. | 63,439 | $3.50M | 0.4% | +68.0% | 0.025% | |
| 5/12/2025 | JPMorgan Chase & Co. | 6,797,205 | $374.46M | 0.0% | -53.2% | 2.628% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 1,105 | $61K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 47,397 | $2.61M | 0.1% | +14.6% | 0.018% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 59,661 | $3.29M | 1.8% | +0.8% | 0.023% | |
| 5/9/2025 | Tidemark LLC | 1,148 | $63K | 0.0% | +96.2% | 0.000% | |
| 5/9/2025 | Wallington Asset Management LLC | 227,795 | $12.55M | 1.8% | +0.7% | 0.088% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 3,266 | $180K | 0.1% | -16.9% | 0.001% | |
| 5/9/2025 | Commonwealth Retirement Investments LLC | 16,873 | $930K | 0.4% | -12.8% | 0.007% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 15,468 | $852K | 0.0% | -24.2% | 0.006% | |
