| 5/17/2024 | New Covenant Trust Company N.A. | 2,184 | $172K | 0.2% | N/A | 0.002% | |
| 5/17/2024 | Beacon Capital Management LLC | 544 | $43K | 0.0% | N/A | 0.001% | |
| 5/17/2024 | Hancock Whitney Corp | 3,447 | $271K | 0.0% | +9.7% | 0.003% | |
| 5/17/2024 | Comerica Bank | 417,933 | $32.87M | 0.1% | -2.5% | 0.390% | |
| 5/16/2024 | FSA Wealth Management LLC | 1,842 | $145K | 0.1% | N/A | 0.002% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 19,459 | $1.53M | 0.0% | +2.7% | 0.018% | |
|
| 5/16/2024 | Silvercrest Asset Management Group LLC | 101,409 | $7.98M | 0.1% | -45.9% | 0.095% | |
| 5/16/2024 | Captrust Financial Advisors | 264,273 | $20.78M | 0.1% | -5.9% | 0.247% | |
| 5/15/2024 | SVB Wealth LLC | 10,616 | $835K | 0.0% | -31.6% | 0.010% | |
| 5/15/2024 | BOKF NA | 3,268 | $256K | 0.0% | -46.3% | 0.003% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 78,822 | $6.20M | 0.0% | -6.5% | 0.074% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 2,759 | $217K | 0.1% | -40.1% | 0.003% | |
| 5/14/2024 | CreativeOne Wealth LLC | 6,985 | $549K | 0.0% | +2.9% | 0.007% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 5,000 | $393K | 0.1% | N/A | 0.005% | |
| 5/10/2024 | Osaic Holdings Inc. | 276,570 | $21.75M | 0.0% | -11.4% | 0.258% | |
| 5/10/2024 | Rodgers & Associates LTD | 5,823 | $458K | 0.1% | +5.6% | 0.005% | |
| 5/10/2024 | TIAA Trust National Association | 3,650,462 | $287.07M | 0.9% | +7.9% | 3.407% | |
| 5/10/2024 | Nwam LLC | 5,199 | $409K | 0.0% | -3.4% | 0.005% | |
| 5/9/2024 | Condor Capital Management | 378,315 | $29.75M | 2.9% | -0.1% | 0.353% | |
| 5/9/2024 | Stuart Chaussee & Associates Inc. | 467 | $37K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | SageView Advisory Group LLC | 28,254 | $2.27M | 0.1% | -98.8% | 0.026% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 3,678 | $289K | 0.1% | -8.0% | 0.003% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 11,620 | $914K | 0.0% | +3.3% | 0.011% | |
| 5/8/2024 | US Bancorp DE | 7,711 | $606K | 0.0% | +9.1% | 0.007% | |
| 5/8/2024 | Roffman Miller Associates Inc. PA | 14,248 | $1.12M | 0.1% | -11.3% | 0.013% | |
| 5/8/2024 | QRG Capital Management Inc. | 3,684 | $290K | 0.0% | -32.6% | 0.003% | |
| 5/7/2024 | NorthRock Partners LLC | 11,851 | $932K | 0.1% | -11.8% | 0.011% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 247,205 | $19.44M | 5.4% | +9.4% | 0.231% | |
| 5/7/2024 | Highland Capital Management LLC | 112,474 | $8.85M | 0.5% | -1.4% | 0.105% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 35,522 | $2.79M | 1.2% | -16.4% | 0.033% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 270,241 | $21.25M | 8.7% | -2.0% | 0.252% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 4,854 | $382K | 0.0% | -54.3% | 0.005% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,551 | $279K | 0.0% | +18.9% | 0.003% | |
| 5/7/2024 | MESIROW FINANCIAL INVESTMENT MANAGEMENT Fixed Income | 97,234 | $7.65M | 10.1% | -2.6% | 0.091% | |
| 5/7/2024 | Motive Wealth Advisors | 9,920 | $780K | 0.5% | N/A | 0.009% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 43,116 | $3.39M | 0.0% | +3.7% | 0.040% | |
| 5/3/2024 | Embree Financial Group | 25,813 | $2.03M | 0.4% | N/A | 0.024% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 2,732 | $215K | 0.0% | N/A | 0.003% | |
| 5/3/2024 | MRA Advisory Group | 85,758 | $6.74M | 4.0% | +3.7% | 0.080% | |
| 5/3/2024 | Commerce Bank | 157,529 | $12.39M | 0.1% | +35.8% | 0.147% | |
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| 5/2/2024 | Mutual Advisors LLC | 43,879 | $3.45M | 0.1% | +9.9% | 0.041% | |
| 5/2/2024 | Thompson Davis & CO. Inc. | 2,667 | $210K | 0.1% | N/A | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,695,276 | $133.32M | 0.4% | -2.4% | 1.582% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 6,579 | $517K | 0.0% | -4.2% | 0.006% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 396,192 | $31.16M | 0.4% | +4.0% | 0.370% | |
| 4/30/2024 | Private Advisor Group LLC | 77,180 | $6.07M | 0.0% | +7.8% | 0.072% | |
| 4/30/2024 | Curtis Advisory Group LLC | 61,555 | $4.84M | 1.9% | +0.2% | 0.057% | |
| 4/30/2024 | North Star Investment Management Corp. | 2,004 | $158K | 0.0% | +237.4% | 0.002% | |
| 4/30/2024 | HB Wealth Management LLC | 23,291 | $1.83M | 0.0% | +13.1% | 0.022% | |
| 4/30/2024 | Vance Wealth Inc. | 87,895 | $6.91M | 2.8% | +6.6% | 0.082% | |
| 4/30/2024 | Macroview Investment Management LLC | 24,357 | $1.92M | 2.1% | +103.8% | 0.023% | |
| 4/30/2024 | Naples Global Advisors LLC | 4,387 | $345K | 0.0% | -5.1% | 0.004% | |
| 4/30/2024 | Perigon Wealth Management LLC | 17,193 | $1.35M | 0.0% | +1.3% | 0.016% | |
| 4/30/2024 | M3 Advisory Group LLC | 20,702 | $1.63M | 1.5% | -1.4% | 0.019% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 1,266 | $100K | 0.0% | -98.6% | 0.001% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,115,272 | $87.71M | 0.1% | +1.0% | 1.041% | |
| 4/29/2024 | Yarger Wealth Strategies LLC | 9,048 | $712K | 0.5% | -11.1% | 0.008% | |
| 4/26/2024 | Crestone Asset Management LLC | 546,074 | $42.94M | 8.6% | +7.8% | 0.510% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 16,838 | $1.32M | 0.0% | N/A | 0.016% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 148,191 | $11.65M | 1.1% | -50.4% | 0.138% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 727,598 | $57.22M | 8.2% | +1.8% | 0.679% | |
| 4/25/2024 | WestHill Financial Advisors Inc. | 696,060 | $54.74M | 13.5% | +3.0% | 0.650% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 32,856 | $2.58M | 0.0% | +7.6% | 0.031% | |
| 4/24/2024 | Zhang Financial LLC | 32,917 | $2.59M | 0.2% | +11.8% | 0.031% | |
| 4/24/2024 | 1900 Wealth Management LLC | 13,999 | $1.10M | 0.1% | -8.9% | 0.013% | |
| 4/24/2024 | Pegasus Partners Ltd. | 285,135 | $22.42M | 2.4% | -1.5% | 0.266% | |
| 4/24/2024 | Simplicity Wealth LLC | 5,196 | $409K | 0.0% | N/A | 0.005% | |
| 4/23/2024 | Bfsg LLC | 1,506 | $118K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | Global Retirement Partners LLC | 259,565 | $20.41M | 0.8% | +9.8% | 0.242% | |
| 4/23/2024 | Fifth Third Bancorp | 824 | $65K | 0.0% | -70.9% | 0.001% | |
| 4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 3,806 | $288K | 0.0% | -12.5% | 0.004% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 142,517 | $11.21M | 0.0% | +23.7% | 0.133% | |
| 4/23/2024 | Sapient Capital LLC | 5,892 | $463K | 0.0% | +16.1% | 0.005% | |
| 4/22/2024 | Raymond James & Associates | 669,084 | $52.62M | 0.0% | +64.7% | 0.624% | |
| 4/19/2024 | Legacy Wealth Asset Management LLC | 2,728 | $215K | 0.1% | N/A | 0.003% | |
| 4/18/2024 | Verum Partners LLC | 22,538 | $1.77M | 0.6% | -28.0% | 0.021% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 1,266 | $100K | 0.0% | -98.6% | 0.001% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 386,008 | $30.36M | 0.5% | -0.7% | 0.360% | |
| 4/18/2024 | Golden Road Advisors LLC | 51,572 | $4.06M | 3.4% | +2.6% | 0.048% | |
| 4/18/2024 | Fifth Third Securities Inc. | 137,914 | $10.85M | 1.1% | -0.8% | 0.129% | |
| 4/18/2024 | Optas LLC | 114,455 | $9.00M | 2.5% | +1.9% | 0.107% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 3,896 | $306K | 0.0% | -33.4% | 0.004% | |
| 4/16/2024 | Financial Management Professionals Inc. | 851 | $67K | 0.0% | N/A | 0.001% | |
| 4/16/2024 | Indiana Trust & Investment Management CO | 9,407 | $740K | 0.3% | -2.8% | 0.009% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 253,602 | $19.94M | 0.1% | +3.0% | 0.237% | |
| 4/16/2024 | Advocacy Wealth Management Services LLC | 26,855 | $2.11M | 0.2% | -80.9% | 0.025% | |
| 4/15/2024 | Cairn Investment Group Inc. | 29,717 | $2.34M | 1.3% | +8.5% | 0.028% | |
| 4/15/2024 | Hillman Co. | 131,536 | $10.34M | 4.8% | +136.8% | 0.123% | |
| 4/15/2024 | Wealthcare Capital Management LLC | 8,893 | $699K | 0.1% | -25.8% | 0.008% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 68,597 | $5.39M | 0.2% | +12.7% | 0.064% | |
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| 4/15/2024 | Corundum Group Inc. | 41,304 | $3.25M | 1.6% | +42.8% | 0.039% | |
| 4/15/2024 | RFG Holdings Inc. | 6,014 | $474K | 0.2% | -46.1% | 0.006% | |
| 4/15/2024 | Lpwm LLC | 22,369 | $1.72M | 0.6% | -0.7% | 0.021% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 11,933 | $938K | 0.1% | +5.5% | 0.011% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 238,031 | $18.72M | 2.5% | -8.9% | 0.222% | |
| 4/12/2024 | Global Assets Advisory LLC | 19,548 | $1.54M | 0.0% | N/A | 0.018% | |
| 4/12/2024 | Steph & Co. | 523 | $41K | 0.0% | -53.6% | 0.000% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 4,225 | $332K | 0.1% | +8.6% | 0.004% | |
| 4/11/2024 | RFG Advisory LLC | 21,781 | $1.71M | 0.1% | N/A | 0.020% | |
| 4/10/2024 | Marcum Wealth LLC | 10,378 | $816K | 0.1% | -1.5% | 0.010% | |
