| 5/21/2024 | Sanibel Captiva Trust Company Inc. | 16,655 | $1.04M | 0.0% | +319.5% | 0.013% | |
| 5/20/2024 | Continuum Wealth Advisors LLC | 122,500 | $7.64M | 4.3% | +18.1% | 0.094% | |
| 5/17/2024 | Investmark Advisory Group LLC | 72,376 | $4.51M | 2.5% | -1.0% | 0.056% | |
| 5/17/2024 | First Western Trust Bank | 61,593 | $3.84M | 0.2% | -2.9% | 0.047% | |
| 5/17/2024 | Comerica Bank | 525,272 | $32.75M | 0.1% | -0.8% | 0.404% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 7,292 | $455K | 0.0% | +2.3% | 0.006% | |
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| 5/16/2024 | IronBridge Private Wealth LLC | 58,211 | $3.63M | 1.5% | N/A | 0.045% | |
| 5/15/2024 | Ascent Group LLC | 5,304 | $331K | 0.0% | N/A | 0.004% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 1,010,248 | $62.98M | 6.1% | +2.7% | 0.777% | |
| 5/14/2024 | Cadence Bank | 5,547 | $346K | 0.0% | -3.8% | 0.004% | |
| 5/14/2024 | EP Wealth Advisors LLC | 203,012 | $12.66M | 0.1% | -2.2% | 0.156% | |
| 5/14/2024 | Andrews Lucia Wealth Management LLC | 89,427 | $5.58M | 4.0% | +1.6% | 0.069% | |
| 5/14/2024 | TFO Wealth Partners LLC | 131,205 | $8.18M | 1.6% | -1.9% | 0.101% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 474,708 | $29.59M | 3.5% | +61.1% | 0.365% | |
| 5/14/2024 | Kraft Asset Management LLC | 66,263 | $4.13M | 3.3% | -3.7% | 0.051% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 10,000 | $623K | 0.2% | -30.7% | 0.008% | |
| 5/13/2024 | Index Fund Advisors Inc. | 6,795,372 | $423.62M | 23.4% | -0.4% | 5.223% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,114 | $69K | 0.0% | +251.4% | 0.001% | |
| 5/11/2024 | Jacobi Capital Management LLC | 9,153 | $571K | 0.1% | +23.4% | 0.007% | |
| 5/10/2024 | Osaic Holdings Inc. | 185,298 | $11.55M | 0.0% | +6.9% | 0.142% | |
| 5/10/2024 | TIAA Trust National Association | 29,230 | $1.82M | 0.0% | -9.3% | 0.022% | |
| 5/10/2024 | First Foundation Advisors | 3,444 | $215K | 0.0% | N/A | 0.003% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 73,051 | $4.55M | 0.7% | +8.8% | 0.056% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 12,348 | $770K | 0.3% | +10.2% | 0.009% | |
| 5/10/2024 | ARK & TLK Investments LLC | 1,872,511 | $116.73M | 37.5% | -4.7% | 1.439% | |
| 5/9/2024 | Forum Financial Management LP | 135,791 | $8.47M | 0.1% | -0.2% | 0.104% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 13,281 | $828K | 0.0% | +13.7% | 0.010% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 6,209 | $387K | 0.0% | N/A | 0.005% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 14,786 | $922K | 0.0% | +1.3% | 0.011% | |
| 5/9/2024 | Angeles Wealth Management LLC | 975 | $61K | 0.0% | -55.2% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 51,207 | $3.19M | 0.0% | +10.1% | 0.039% | |
| 5/8/2024 | US Bancorp DE | 10,660 | $665K | 0.0% | -8.7% | 0.008% | |
| 5/8/2024 | QRG Capital Management Inc. | 3,292 | $205K | 0.0% | -24.3% | 0.003% | |
| 5/8/2024 | Tranquility Partners LLC | 3,230 | $201K | 0.1% | N/A | 0.002% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 15,256 | $951K | 0.1% | +5.0% | 0.012% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 2,157,950 | $134.53M | 13.3% | +2.5% | 1.659% | |
| 5/7/2024 | 49 Wealth Management LLC | 33,410 | $2.06M | 0.4% | +2.0% | 0.026% | |
| 5/7/2024 | Smithfield Trust Co | 4,725 | $294K | 0.0% | +209.8% | 0.004% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 7,387 | $461K | 0.0% | N/A | 0.006% | |
| 5/7/2024 | PFG Advisors | 41,252 | $2.57M | 0.2% | +6.3% | 0.032% | |
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| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 300,224 | $18.72M | 0.6% | +0.1% | 0.231% | |
| 5/7/2024 | Karpas Strategies LLC | 15,030 | $937K | 0.3% | +21.3% | 0.012% | |
| 5/7/2024 | Empowered Funds LLC | 230,709 | $14.38M | 0.3% | N/A | 0.177% | |
| 5/7/2024 | Stokes Family Office LLC | 3,930 | $245K | 0.0% | -20.3% | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 54,715 | $3.41M | 0.0% | -2.1% | 0.042% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 103,678 | $6.46M | 2.7% | +1.6% | 0.080% | |
| 5/6/2024 | Advisory Alpha LLC | 84,376 | $5.26M | 0.2% | +2.4% | 0.065% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 723,780 | $45.12M | 6.1% | +0.1% | 0.556% | |
| 5/4/2024 | Financial Connections Group Inc. | 48,033 | $3.00M | 3.3% | -13.7% | 0.037% | |
| 5/4/2024 | Disciplined Equity Management Inc. | 292,761 | $18.25M | 12.1% | +2.2% | 0.226% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 7,026 | $438K | 0.0% | -7.7% | 0.005% | |
| 5/3/2024 | VeraBank N.A. | 84,462 | $5.27M | 1.6% | +8.1% | 0.065% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 20,075 | $1.25M | 0.1% | N/A | 0.015% | |
| 5/3/2024 | Larson Financial Group LLC | 230,127 | $14.35M | 1.1% | -6.7% | 0.177% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 28,857 | $1.80M | 0.1% | +14.2% | 0.022% | |
| 5/3/2024 | Lutz Financial Services LLC | 228,718 | $14.26M | 1.2% | +0.2% | 0.176% | |
| 5/3/2024 | Meridian Management Co. | 3,222 | $201K | 0.1% | N/A | 0.002% | |
| 5/3/2024 | Whittier Trust Co. | 20,198 | $1.26M | 0.0% | -79.3% | 0.016% | |
| 5/2/2024 | First Command Advisory Services Inc. | 904,011 | $56.36M | 0.6% | +7.1% | 0.696% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 15,045 | $933K | 0.4% | -4.5% | 0.012% | |
| 5/2/2024 | Blume Capital Management Inc. | 45,764 | $2.85M | 0.7% | +1.8% | 0.035% | |
| 5/2/2024 | Financial Counselors Inc. | 1,492,598 | $93.05M | 1.6% | +2.8% | 1.150% | |
| 5/2/2024 | Hardy Reed LLC | 94,954 | $5.92M | 0.7% | +2.8% | 0.073% | |
| 5/2/2024 | Quent Capital LLC | 1,969 | $123K | 0.0% | +12.7% | 0.002% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 29,676 | $1.85M | 1.6% | -1.3% | 0.023% | |
| 5/2/2024 | Choreo LLC | 447,774 | $27.91M | 0.7% | -3.9% | 0.345% | |
| 5/2/2024 | ESG Planning DBA Harper Investing | 18,706 | $1.17M | 1.4% | N/A | 0.014% | |
| 5/1/2024 | Tanager Wealth Management LLP | 324,291 | $20.22M | 3.3% | +7.3% | 0.250% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 23,332 | $1.46M | 0.4% | -0.7% | 0.018% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 19,157 | $1.19M | 0.0% | +6.6% | 0.015% | |
| 5/1/2024 | Blue Trust Inc. | 32,536 | $2.03M | 0.0% | +14.3% | 0.025% | |
| 5/1/2024 | Colony Family Offices LLC | 9,490 | $592K | 0.2% | +4.4% | 0.007% | |
| 5/1/2024 | Mission Wealth Management LP | 209,052 | $13.03M | 0.3% | +7.1% | 0.161% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 138,276 | $8.62M | 1.3% | -1.0% | 0.107% | |
| 5/1/2024 | Stegent Equity Advisors Inc. | 6,912 | $431K | 0.4% | -4.5% | 0.005% | |
| 5/1/2024 | Envision Financial Planning LLC | 85,970 | $5.36M | 4.3% | +7.4% | 0.066% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 466,698 | $29.09M | 0.4% | +1.0% | 0.360% | |
| 5/1/2024 | Diversify Advisory Services LLC | 5,662 | $349K | 0.0% | N/A | 0.004% | |
| 5/1/2024 | DecisionPoint Financial LLC | 236,919 | $14.05M | 5.6% | +12.3% | 0.183% | |
| 4/30/2024 | Private Advisor Group LLC | 77,976 | $4.86M | 0.0% | +11.0% | 0.060% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 19,085 | $1.18M | 0.1% | +8.6% | 0.015% | |
| 4/30/2024 | Granite Harbor Advisors Inc. | 150,161 | $9.36M | 6.4% | +2.6% | 0.116% | |
| 4/30/2024 | Hartline Investment Corp | 11,278 | $703K | 0.1% | N/A | 0.009% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 1,405 | $88K | 0.1% | +56.5% | 0.001% | |
| 4/30/2024 | RF&L Wealth Management LLC | 94,640 | $5.90M | 4.5% | -5.4% | 0.073% | |
| 4/30/2024 | Concord Wealth Partners | 33,150 | $2.07M | 0.4% | +10.3% | 0.026% | |
| 4/30/2024 | JMG Financial Group Ltd. | 67,212 | $4.19M | 0.2% | +30.0% | 0.052% | |
| 4/30/2024 | Naples Global Advisors LLC | 15,675 | $977K | 0.1% | +12.4% | 0.012% | |
| 4/30/2024 | Investment Advisory Group LLC | 51,385 | $3.20M | 1.3% | +14.5% | 0.040% | |
| 4/30/2024 | M Financial Asset Management Inc. | 79,777 | $4.97M | 14.5% | -0.3% | 0.061% | |
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| 4/29/2024 | Commonwealth Equity Services LLC | 647,697 | $40.38M | 0.1% | -0.2% | 0.499% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 644 | $40K | 0.0% | +49.4% | 0.000% | |
| 4/29/2024 | Wealthspan Partners LLC | 35,567 | $2.22M | 1.3% | +90.4% | 0.027% | |
| 4/29/2024 | PBMares Wealth Management LLC | 133,524 | $8.32M | 2.2% | +3.1% | 0.103% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 48,987 | $3.05M | 1.1% | -0.8% | 0.038% | |
| 4/27/2024 | Capital Performance Advisors LLP | 145,253 | $9.06M | 3.5% | -0.8% | 0.112% | |
| 4/27/2024 | Austin Asset Management Co Inc | 486,126 | $30.31M | 6.7% | +2.0% | 0.375% | |
| 4/26/2024 | First National Trust Co | 363,160 | $22.64M | 0.9% | -2.7% | 0.280% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 462,778 | $27.49M | 1.2% | +13.2% | 0.357% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 309,243 | $19.28M | 12.5% | +2.9% | 0.238% | |
