| 8/1/2025 | Bank of Jackson Hole Trust | 763 | $160K | 0.1% | +71.5% | 0.000% | |
| 8/1/2025 | Motco | 874 | $194K | 0.0% | -28.9% | 0.000% | |
| 8/1/2025 | Austin Private Wealth LLC | 1,159 | $243K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Zhang Financial LLC | 1,516 | $318K | 0.0% | +25.8% | 0.000% | |
| 8/1/2025 | New York Life Investment Management LLC | 103,034 | $21.59M | 0.2% | +2.2% | 0.014% | |
| 8/1/2025 | Trust Investment Advisors | 6,730 | $1.41M | 0.9% | -1.2% | 0.001% | |
| 8/1/2025 | Howard Capital Management Inc. | 4,928 | $1.03M | 0.0% | +59.0% | 0.001% | |
| 8/1/2025 | May Hill Capital LLC | 1,793 | $376K | 0.1% | -45.8% | 0.000% | |
| 8/1/2025 | GWN Securities Inc. | 1,728 | $362K | 0.1% | -94.9% | 0.000% | |
| 8/1/2025 | Alexander Labrunerie & CO. Inc. | 3,002 | $629K | 0.3% | +3.0% | 0.000% | |
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| 8/1/2025 | Facet Wealth Inc. | 1,399 | $310K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Lipe & Dalton | 28,411 | $5.95M | 3.2% | -2.9% | 0.004% | |
| 8/1/2025 | Teacher Retirement System of Texas | 131,847 | $27.63M | 0.1% | -8.5% | 0.017% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 22,059 | $4.62M | 0.1% | N/A | 0.003% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 3,703 | $776K | 0.1% | -26.7% | 0.000% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 6,527 | $1.37M | 0.1% | +1.2% | 0.001% | |
| 8/1/2025 | Bessemer Group Inc. | 711,824 | $149.15M | 0.2% | +3,581.5% | 0.094% | |
| 8/1/2025 | First Command Advisory Services Inc. | 8,148 | $1.71M | 0.0% | +44.9% | 0.001% | |
| 8/1/2025 | Banco Santander S.A. | 95,798 | $20.07M | 0.2% | -3.2% | 0.013% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 10,046 | $2.11M | 0.1% | +3.5% | 0.001% | |
| 8/1/2025 | Solstein Capital LLC | 271 | $57K | 0.0% | +44.1% | 0.000% | |
| 8/1/2025 | Twin Lakes Capital Management LLC | 9,162 | $1.92M | 0.9% | -3.6% | 0.001% | |
| 8/1/2025 | Chilton Capital Management LLC | 292 | $61K | 0.0% | +29.8% | 0.000% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 185,662 | $38.90M | 0.2% | +6.6% | 0.025% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 3,852 | $807K | 0.1% | +25.3% | 0.001% | |
| 7/31/2025 | Wealthfront Advisers LLC | 78,812 | $16.51M | 0.0% | +54.2% | 0.010% | |
| 7/31/2025 | Orion Capital Management LLC | 988 | $207K | 0.1% | +11.3% | 0.000% | |
| 7/31/2025 | Ingalls & Snyder LLC | 2,368 | $496K | 0.0% | -28.4% | 0.000% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 3,759 | $788K | 0.3% | +5.5% | 0.000% | |
| 7/31/2025 | Interchange Capital Partners LLC | 1,769 | $371K | 0.1% | +14.5% | 0.000% | |
| 7/31/2025 | Brighton Jones LLC | 21,639 | $4.53M | 0.1% | +4.9% | 0.003% | |
| 7/31/2025 | CVA Family Office LLC | 989 | $207K | 0.0% | -5.7% | 0.000% | |
| 7/31/2025 | City State Bank | 1,822 | $382K | 0.1% | -6.8% | 0.000% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 13,396 | $2.81M | 0.0% | -9.6% | 0.002% | |
| 7/31/2025 | Leelyn Smith LLC | 22,841 | $4.79M | 0.8% | +1.4% | 0.003% | |
| 7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 3,718 | $840K | 0.3% | -1.5% | 0.000% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 3,387 | $710K | 0.4% | N/A | 0.000% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 4,407 | $923K | 0.1% | +42.9% | 0.001% | |
| 7/31/2025 | Lee Danner & Bass Inc. | 28,723 | $6.02M | 0.5% | +2.3% | 0.004% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 2,014,928 | $422.19M | 0.3% | +2.3% | 0.267% | |
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| 7/31/2025 | Moloney Securities Asset Management LLC | 7,819 | $1.64M | 0.2% | +2.3% | 0.001% | |
| 7/31/2025 | Jackson Hole Capital Partners LLC | 6,980 | $1.46M | 0.3% | +34.5% | 0.001% | |
| 7/31/2025 | Catalyst Capital Advisors LLC | 907 | $190K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | LJI Wealth Management LLC | 11,017 | $2.31M | 0.4% | -0.6% | 0.001% | |
| 7/31/2025 | Caitong International Asset Management Co. Ltd | 2,524 | $529K | 0.4% | -17.4% | 0.000% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 423,900 | $88.82M | 0.3% | +2.2% | 0.056% | |
| 7/31/2025 | AlTi Global Inc. | 24,967 | $5.43M | 0.1% | -19.0% | 0.003% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 2,210 | $463K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 15,645 | $3.28M | 0.5% | -0.5% | 0.002% | |
| 7/31/2025 | Carnegie Investment Counsel | 3,515 | $737K | 0.0% | +54.8% | 0.000% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 3,896 | $816K | 0.4% | -5.9% | 0.001% | |
| 7/31/2025 | Avion Wealth | 12,851 | $2.69M | 0.6% | -3.9% | 0.002% | |
| 7/31/2025 | WFA Asset Management Corp | 155 | $32K | 0.0% | -41.7% | 0.000% | |
| 7/31/2025 | Arrien Investments Inc. | 1,097 | $230K | 0.1% | N/A | 0.000% | |
| 7/31/2025 | Gallagher Capital Advisors LLC | 12,553 | $2.63M | 2.1% | N/A | 0.002% | |
| 7/31/2025 | Planning Center Inc. | 998 | $209K | 0.0% | -23.1% | 0.000% | |
| 7/31/2025 | Cadinha & Co. LLC | 9,006 | $1.89M | 0.3% | +514.7% | 0.001% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 6,404 | $1.34M | 0.0% | +10.5% | 0.001% | |
| 7/30/2025 | Bleakley Financial Group LLC | 17,684 | $3.71M | 0.1% | +9.9% | 0.002% | |
| 7/30/2025 | Sonata Capital Group Inc. | 1,167 | $245K | 0.1% | N/A | 0.000% | |
| 7/30/2025 | Clifford Swan Investment Counsel LLC | 44,873 | $9.40M | 0.3% | -6.4% | 0.006% | |
| 7/30/2025 | Sloy Dahl & Holst LLC | 1,171 | $245K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Forum Financial Management LP | 6,480 | $1.36M | 0.0% | +10.4% | 0.001% | |
| 7/30/2025 | Ethic Inc. | 12,224 | $2.62M | 0.0% | +28.6% | 0.002% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 1,885 | $395K | 0.2% | +24.0% | 0.000% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 11,764 | $2.47M | 0.1% | -2.5% | 0.002% | |
| 7/30/2025 | Adams Diversified Equity Fund Inc. | 120,600 | $25.27M | 0.9% | N/A | 0.016% | |
| 7/30/2025 | TFB Advisors LLC | 1,649 | $346K | 0.1% | N/A | 0.000% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 3,843 | $805K | 0.1% | -7.9% | 0.001% | |
| 7/30/2025 | Members Trust Co | 2,564 | $537K | 0.0% | +18.2% | 0.000% | |
| 7/30/2025 | Sterling Investment Management LLC | 10,861 | $2.28M | 1.5% | -0.5% | 0.001% | |
| 7/30/2025 | Sentry LLC | 1,286 | $269K | 0.1% | -3.4% | 0.000% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 4,893 | $1.03M | 0.0% | +8.1% | 0.001% | |
| 7/30/2025 | Brookstone Capital Management | 30,507 | $6.39M | 0.1% | +0.9% | 0.004% | |
| 7/30/2025 | Citizens & Northern Corp | 6,316 | $1.32M | 0.4% | -4.3% | 0.001% | |
| 7/30/2025 | Jacobsen Capital Management | 1,023 | $214K | 0.1% | N/A | 0.000% | |
| 7/30/2025 | Retirement Planning Group LLC | 1,345 | $282K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | D.A. Davidson & CO. | 194,236 | $40.70M | 0.3% | +33.5% | 0.026% | |
| 7/30/2025 | Gables Capital Management Inc. | 11,003 | $2.31M | 1.1% | +3.2% | 0.001% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 15,700 | $3.29M | 0.0% | -0.5% | 0.002% | |
| 7/30/2025 | Sanders Morris Harris LLC | 1,625 | $340K | 0.1% | -96.8% | 0.000% | |
| 7/30/2025 | Wallace Advisory Group LLC | 3,570 | $748K | 0.5% | +1.2% | 0.000% | |
| 7/30/2025 | IMG Wealth Management Inc. | 179 | $38K | 0.0% | +159.4% | 0.000% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 25,726 | $5.39M | 0.1% | -2.5% | 0.003% | |
| 7/30/2025 | Whittier Trust Co. | 41,881 | $8.78M | 0.1% | -0.2% | 0.006% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 7,455 | $1.56M | 0.2% | +1.2% | 0.001% | |
| 7/30/2025 | VCI Wealth Management LLC | 4,713 | $988K | 0.3% | +12.2% | 0.001% | |
| 7/30/2025 | Klingman & Associates LLC | 1,122 | $235K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Securian Asset Management Inc. | 39,425 | $8.26M | 0.2% | -0.6% | 0.005% | |
| 7/30/2025 | Pittenger & Anderson Inc. | 3,003 | $629K | 0.0% | N/A | 0.000% | |
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| 7/30/2025 | Phoenix Financial Ltd. | 42,434 | $8.89M | 0.1% | -71.8% | 0.006% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 4,342 | $910K | 0.0% | +6.2% | 0.001% | |
| 7/30/2025 | Journey Advisory Group LLC | 2,038 | $427K | 0.0% | +21.9% | 0.000% | |
| 7/30/2025 | North Point Portfolio Managers Corp OH | 61,305 | $12.85M | 2.2% | -1.8% | 0.008% | |
| 7/30/2025 | Bogart Wealth LLC | 1,903 | $399K | 0.0% | +11.9% | 0.000% | |
| 7/30/2025 | First Interstate Bank | 976 | $205K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Drive Wealth Management LLC | 1,579 | $331K | 0.1% | +3.3% | 0.000% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 802 | $168K | 0.0% | -32.3% | 0.000% | |
| 7/30/2025 | Evermay Wealth Management LLC | 991 | $208K | 0.0% | +23.7% | 0.000% | |
| 7/30/2025 | WBH Advisory Inc. | 1,955 | $410K | 0.0% | -15.1% | 0.000% | |
