| 5/11/2024 | Bahl & Gaynor Inc. | 180,590 | $13.40M | 0.1% | +7.6% | 0.012% | |
| 5/11/2024 | MAS Advisors LLC | 28,940 | $2.15M | 2.5% | +0.7% | 0.002% | |
| 5/11/2024 | Lcnb Corp | 218,893 | $16.25M | 5.9% | +0.8% | 0.014% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 14,374 | $1.07M | 0.6% | +26.5% | 0.001% | |
| 5/11/2024 | Elevatus Welath Management | 9,787 | $726K | 0.3% | -8.2% | 0.001% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 3,094 | $230K | 0.0% | N/A | 0.000% | |
|
| 5/11/2024 | Cynosure Group LLC | 30,958 | $2.30M | 0.4% | -7.8% | 0.002% | |
| 5/11/2024 | Continental Investors Services Inc. | 4,492 | $332K | 0.8% | N/A | 0.000% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 14,073 | $1.04M | 0.2% | +55.1% | 0.001% | |
| 5/11/2024 | Edgestream Partners L.P. | 9,229 | $685K | 0.0% | +103.8% | 0.001% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 3,792,504 | $281.48M | 12.0% | +3.4% | 0.242% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 163,355 | $12.12M | 4.2% | +55.2% | 0.010% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,594,472 | $118.37M | 0.3% | -64.9% | 0.102% | |
| 5/10/2024 | Blue Barn Wealth LLC | 4,623 | $343K | 0.2% | -3.3% | 0.000% | |
| 5/10/2024 | Acadian Asset Management LLC | 620,300 | $46.03M | 0.2% | -27.8% | 0.040% | |
| 5/10/2024 | Rodgers & Associates LTD | 88,788 | $6.59M | 0.8% | -2.8% | 0.006% | |
| 5/10/2024 | TIAA Trust National Association | 58,621,198 | $4.35B | 13.3% | +0.5% | 3.734% | |
| 5/10/2024 | Alera Investment Advisors LLC | 71,826 | $5.33M | 0.7% | -44.4% | 0.005% | |
| 5/10/2024 | Spirepoint Private Client LLC | 4,228 | $314K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | JPMorgan Chase & Co. | 17,759,457 | $1.32B | 0.1% | +2.3% | 1.131% | |
| 5/10/2024 | Towercrest Capital Management | 295,711 | $21.95M | 3.7% | +2.0% | 0.019% | |
| 5/10/2024 | First Foundation Advisors | 757,968 | $56.26M | 2.3% | +12.4% | 0.048% | |
| 5/10/2024 | Motco | 4,255 | $316K | 0.0% | +33.3% | 0.000% | |
| 5/10/2024 | Truepoint Inc. | 1,774,284 | $131.69M | 3.7% | -4.0% | 0.113% | |
| 5/10/2024 | TCTC Holdings LLC | 2,378 | $176K | 0.0% | +11.0% | 0.000% | |
| 5/10/2024 | Nwam LLC | 29,221 | $2.16M | 0.2% | -29.7% | 0.002% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 70,128 | $5.21M | 0.4% | +6.8% | 0.004% | |
| 5/9/2024 | Brighton Jones LLC | 38,198 | $2.84M | 0.1% | +15.1% | 0.002% | |
| 5/9/2024 | ProVise Management Group LLC | 3,067 | $228K | 0.0% | +6.7% | 0.000% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 500,791 | $37.17M | 0.4% | -13.4% | 0.032% | |
| 5/9/2024 | Blair William & Co. IL | 491,042 | $36.45M | 0.1% | +3.5% | 0.031% | |
| 5/9/2024 | Coho Partners Ltd. | 7,364 | $547K | 0.0% | +24.4% | 0.000% | |
| 5/9/2024 | Renasant Bank | 5,364 | $398K | 0.3% | -2.6% | 0.000% | |
| 5/9/2024 | Maple Capital Management Inc. | 2,856 | $212K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 16,058 | $1.19M | 0.0% | +2.3% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 26,993 | $2.00M | 0.1% | -15.7% | 0.002% | |
| 5/9/2024 | Condor Capital Management | 255,605 | $18.97M | 1.9% | +1.7% | 0.016% | |
| 5/9/2024 | Wealthquest Corp | 1,145,838 | $85.04M | 9.1% | -1.3% | 0.073% | |
| 5/9/2024 | Ledyard National Bank | 620,092 | $46.02M | 4.5% | +5.9% | 0.039% | |
| 5/9/2024 | SageView Advisory Group LLC | 19,426 | $1.44M | 0.1% | -93.4% | 0.001% | |
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| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 5,356 | $397K | 0.0% | -27.5% | 0.000% | |
| 5/9/2024 | Avid Wealth Partners LLC | 149,793 | $11.12M | 8.9% | -7.5% | 0.010% | |
| 5/9/2024 | First National Bank of Hutchinson | 8,414 | $624K | 0.4% | N/A | 0.001% | |
| 5/9/2024 | Pembroke Management LTD | 47,526 | $3.53M | 0.4% | +0.8% | 0.003% | |
| 5/9/2024 | Tradewinds LLC. | 3,331 | $247K | 0.2% | N/A | 0.000% | |
| 5/9/2024 | Texas Yale Capital Corp. | 202,656 | $15.04M | 0.7% | -1.2% | 0.013% | |
| 5/9/2024 | Interchange Capital Partners LLC | 63,087 | $4.68M | 3.2% | +2.4% | 0.004% | |
| 5/9/2024 | Portland Global Advisors LLC | 254,764 | $18.91M | 2.6% | +9.7% | 0.016% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 55,195 | $4.10M | 3.1% | +30.1% | 0.004% | |
| 5/9/2024 | Rogco LP | 209,574 | $15.56M | 6.4% | N/A | 0.013% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 24,643 | $1.83M | 0.2% | +64.2% | 0.002% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 8,016 | $595K | 0.1% | -11.8% | 0.001% | |
| 5/8/2024 | MAI Capital Management | 1,613,968 | $119.79M | 1.2% | +27.3% | 0.103% | |
| 5/8/2024 | Private Wealth Advisors LLC | 10,246 | $760K | 0.3% | -8.7% | 0.001% | |
| 5/8/2024 | Sheets Smith Wealth Management | 3,680 | $273K | 0.0% | +11.5% | 0.000% | |
| 5/8/2024 | Paladin Advisory Group LLC | 79,394 | $5.87M | 4.6% | -6.4% | 0.005% | |
| 5/8/2024 | Bleakley Financial Group LLC | 70,559 | $5.24M | 0.2% | +2.6% | 0.004% | |
| 5/8/2024 | Winthrop Capital Management LLC | 136,458 | $10.13M | 4.7% | -3.9% | 0.009% | |
| 5/8/2024 | Great Diamond Partners LLC | 305,311 | $22.66M | 5.2% | +4.6% | 0.019% | |
| 5/8/2024 | Neumann Capital Management LLC | 270,342 | $20.07M | 7.2% | +4.9% | 0.017% | |
| 5/8/2024 | Heritage Wealth Advisors | 1,663,818 | $123.49M | 4.4% | +1.0% | 0.106% | |
| 5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1,160,300 | $86.12M | 0.6% | +623.8% | 0.074% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,509,677 | $408.93M | 3.6% | +46.7% | 0.351% | |
| 5/8/2024 | US Bancorp DE | 31,443,403 | $2.33B | 3.2% | +3.1% | 2.003% | |
| 5/8/2024 | Isthmus Partners LLC | 471,945 | $35.03M | 4.0% | -0.2% | 0.030% | |
| 5/8/2024 | Mycio Wealth Partners LLC | 220,755 | $16.38M | 4.1% | +0.5% | 0.014% | |
| 5/8/2024 | Russell Investments Group Ltd. | 5,250 | $390K | 0.0% | -24.8% | 0.000% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 20,404 | $1.51M | 0.1% | -2.0% | 0.001% | |
| 5/8/2024 | QRG Capital Management Inc. | 4,476 | $332K | 0.0% | +11.6% | 0.000% | |
| 5/8/2024 | O Dell Group LLC | 213,798 | $15.87M | 3.9% | +0.4% | 0.014% | |
| 5/8/2024 | Tranquility Partners LLC | 10,018 | $744K | 0.3% | +15.6% | 0.001% | |
| 5/8/2024 | Watershed Private Wealth LLC | 11,031 | $819K | 0.4% | N/A | 0.001% | |
| 5/8/2024 | Headlands Technologies LLC | 353 | $26K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | New Republic Capital LLC | 18,345 | $1.36M | 0.9% | -13.1% | 0.001% | |
| 5/8/2024 | Wealth Forward LLC | 2,826 | $210K | 0.2% | N/A | 0.000% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 29,929 | $2.22M | 0.2% | -22.5% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 20,144 | $1.50M | 0.2% | +6.8% | 0.001% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 539,032 | $40.01M | 4.1% | +7.6% | 0.034% | |
| 5/7/2024 | Meeder Asset Management Inc. | 250,281 | $18.58M | 1.2% | -9.1% | 0.016% | |
| 5/7/2024 | NorthRock Partners LLC | 5,611 | $416K | 0.0% | -69.1% | 0.000% | |
| 5/7/2024 | Choate Investment Advisors | 48,368 | $3.59M | 0.1% | +17.2% | 0.003% | |
| 5/7/2024 | Sfmg LLC | 2,797 | $208K | 0.0% | -34.1% | 0.000% | |
| 5/7/2024 | Fiduciary Family Office LLC | 9,562 | $710K | 0.3% | -8.0% | 0.001% | |
| 5/7/2024 | Abbrea Capital LLC | 6,153 | $457K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | Sei Investments Co. | 4,410,888 | $327.38M | 0.5% | -2.3% | 0.281% | |
| 5/7/2024 | Chilton Capital Management LLC | 2,295 | $170K | 0.0% | -29.6% | 0.000% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 4,000 | $297K | 0.0% | -12.0% | 0.000% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 358,291 | $26.59M | 1.1% | +2.9% | 0.023% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 6,011 | $446K | 0.1% | -3.9% | 0.000% | |
| 5/7/2024 | Atomi Financial Group Inc. | 24,316 | $1.81M | 0.2% | -13.4% | 0.002% | |
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| 5/7/2024 | Montag A & Associates Inc. | 14,969 | $1.11M | 0.1% | +5.6% | 0.001% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 1,001 | $74K | 0.0% | -12.6% | 0.000% | |
| 5/7/2024 | BOS Asset Management LLC | 3,617 | $268K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | Facet Wealth Inc. | 689,994 | $50.98M | 1.7% | +4.4% | 0.044% | |
| 5/7/2024 | Highland Capital Management LLC | 230,142 | $17.08M | 1.0% | +1.3% | 0.015% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 34,934 | $2.59M | 1.3% | +5.3% | 0.002% | |
| 5/7/2024 | Allen Investment Management LLC | 340,959 | $25.30M | 0.3% | +19.5% | 0.022% | |
| 5/7/2024 | Adaptive Financial Consulting LLC | 158,288 | $11.75M | 5.2% | +1.9% | 0.010% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 190,531 | $14.14M | 6.3% | +2.5% | 0.012% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 45,733 | $3.39M | 1.4% | -16.8% | 0.003% | |
