| 5/8/2024 | Cozad Asset Management Inc. | 7,785 | $1.24M | 0.1% | +3.1% | 0.010% | |
| 5/8/2024 | MAI Capital Management | 243,245 | $38.63M | 0.4% | +0.2% | 0.313% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 35,696 | $5.67M | 0.1% | -21.9% | 0.046% | |
| 5/8/2024 | US Bancorp DE | 714,255 | $113.43M | 0.2% | +3.3% | 0.919% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 2,110 | $335K | 0.1% | -26.3% | 0.003% | |
| 5/7/2024 | Verus Capital Partners LLC | 10,061 | $1.60M | 0.2% | -25.5% | 0.013% | |
|
| 5/7/2024 | Capital Square LLC | 2,406 | $382K | 0.3% | N/A | 0.003% | |
| 5/7/2024 | Meeder Asset Management Inc. | 12,791 | $2.03M | 0.1% | -34.1% | 0.016% | |
| 5/7/2024 | Pointe Capital Management LLC | 4,499 | $714K | 0.4% | +46.3% | 0.006% | |
| 5/7/2024 | Sei Investments Co. | 317,478 | $50.42M | 0.1% | -7.4% | 0.409% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 8,349 | $1.33M | 0.1% | -51.9% | 0.011% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 7,569 | $1.20M | 0.3% | -6.2% | 0.010% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 7,277 | $1.16M | 0.0% | -22.6% | 0.009% | |
| 5/7/2024 | WealthPLAN Partners LLC | 8,277 | $1.31M | 0.1% | +2.8% | 0.011% | |
| 5/7/2024 | New South Capital Management Inc. | 92,910 | $14.76M | 0.6% | +27.5% | 0.120% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 618 | $98K | 0.1% | +1,161.2% | 0.001% | |
| 5/7/2024 | Smithfield Trust Co | 6,209 | $972K | 0.1% | -2.0% | 0.008% | |
| 5/7/2024 | Facet Wealth Inc. | 359,875 | $56.01M | 1.9% | +9.9% | 0.463% | |
| 5/7/2024 | Nvwm LLC | 629 | $100K | 0.0% | -32.3% | 0.001% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 13,798 | $2.19M | 0.9% | -1.1% | 0.018% | |
| 5/7/2024 | PFG Advisors | 2,278 | $362K | 0.0% | -29.2% | 0.003% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 17,761 | $2.82M | 0.1% | +1.5% | 0.023% | |
| 5/7/2024 | Wealthspire Advisors LLC | 49,581 | $7.87M | 0.1% | +5.7% | 0.064% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 1,283 | $204K | 0.1% | N/A | 0.002% | |
| 5/7/2024 | SG Americas Securities LLC | 9,973 | $1.58M | 0.0% | N/A | 0.013% | |
| 5/7/2024 | Empowered Funds LLC | 11,935 | $1.90M | 0.0% | N/A | 0.015% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 26,646 | $4.23M | 0.0% | +206.0% | 0.034% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 15,632 | $2.48M | 0.1% | -5.9% | 0.020% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 2,714 | $431K | 0.1% | -7.0% | 0.003% | |
| 5/4/2024 | Csenge Advisory Group | 2,651 | $421K | 0.0% | N/A | 0.003% | |
| 5/3/2024 | Embree Financial Group | 2,887 | $458K | 0.1% | -6.7% | 0.004% | |
| 5/3/2024 | Southern Capital Advisors LLC | 3,343 | $531K | 0.3% | -31.3% | 0.004% | |
| 5/3/2024 | TFB Advisors LLC | 9,547 | $1.43M | 0.5% | +4.0% | 0.012% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 2,603 | $413K | 0.0% | -19.7% | 0.003% | |
| 5/3/2024 | Etfidea LLC | 2,096 | $333K | 0.1% | -9.5% | 0.003% | |
| 5/3/2024 | Commerce Bank | 413,735 | $65.71M | 0.4% | +1.7% | 0.532% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 165,174 | $26.23M | 0.8% | +1.8% | 0.213% | |
| 5/3/2024 | Whittier Trust Co. | 297,785 | $47.29M | 0.7% | +0.3% | 0.383% | |
| 5/2/2024 | Financial Counselors Inc. | 22,341 | $3.55M | 0.1% | -8.7% | 0.029% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 2,402 | $381K | 0.1% | -4.2% | 0.003% | |
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| 5/2/2024 | Haverford Trust Co | 5,196 | $825K | 0.0% | -2.0% | 0.007% | |
| 5/2/2024 | Hardy Reed LLC | 13,728 | $2.18M | 0.3% | +3.1% | 0.018% | |
| 5/2/2024 | Lwmg LLC | 26,124 | $4.15M | 1.0% | +16.3% | 0.034% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 9,184 | $1.46M | 0.1% | -8.7% | 0.012% | |
| 5/2/2024 | Choreo LLC | 221,827 | $35.23M | 0.9% | +1.3% | 0.285% | |
| 5/2/2024 | Family Firm Inc. | 7,979 | $1.27M | 0.3% | -3.0% | 0.010% | |
| 5/2/2024 | Hollencrest Capital Management | 1,335 | $212K | 0.0% | -32.3% | 0.002% | |
| 5/1/2024 | Paces Ferry Wealth Advisors LLC | 7,008 | $1.11M | 0.7% | -28.3% | 0.009% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 5,678 | $902K | 0.0% | -16.4% | 0.007% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 1,129 | $179K | 0.0% | -18.0% | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 17,173 | $2.73M | 0.0% | -33.6% | 0.022% | |
| 5/1/2024 | BNP Paribas Financial Markets | 74,571 | $11.84M | 0.0% | +15.7% | 0.096% | |
| 5/1/2024 | Diversify Advisory Services LLC | 2,105 | $331K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Private Advisor Group LLC | 27,729 | $4.40M | 0.0% | -11.8% | 0.036% | |
| 4/30/2024 | North Star Investment Management Corp. | 6,189 | $983K | 0.1% | -5.3% | 0.008% | |
| 4/30/2024 | Culbertson A N & Co. Inc. | 4,966 | $789K | 0.1% | +1.7% | 0.006% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 2,104 | $334K | 0.2% | -5.8% | 0.003% | |
| 4/30/2024 | HB Wealth Management LLC | 37,167 | $5.90M | 0.1% | +5.9% | 0.048% | |
| 4/30/2024 | SpiderRock Advisors LLC | 2,712 | $409K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | West Bancorporation Inc. | 3,776 | $600K | 0.4% | -50.8% | 0.005% | |
| 4/30/2024 | Strategic Wealth Partners Group LLC | 59,679 | $9.48M | 1.0% | -0.3% | 0.077% | |
| 4/30/2024 | Vance Wealth Inc. | 19,371 | $3.08M | 1.2% | +2.0% | 0.025% | |
| 4/30/2024 | Arkadios Wealth Advisors | 3,977 | $632K | 0.0% | -1.7% | 0.005% | |
| 4/30/2024 | Perigon Wealth Management LLC | 5,227 | $830K | 0.0% | +18.2% | 0.007% | |
| 4/30/2024 | SkyOak Wealth LLC | 11,343 | $1.80M | 0.4% | -6.6% | 0.015% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 483,223 | $76.74M | 0.1% | +34.7% | 0.622% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,203,819 | $191.18M | 0.3% | -0.4% | 1.549% | |
| 4/29/2024 | Principal Financial Group Inc. | 64,165 | $10.19M | 0.0% | -56.5% | 0.083% | |
| 4/29/2024 | Sierra Capital LLC | 38,910 | $6.18M | 0.8% | +0.2% | 0.050% | |
| 4/29/2024 | Archvest Wealth Advisors Inc. | 29,213 | $4.59M | 3.2% | +2.8% | 0.038% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 6,971 | $1.11M | 0.1% | +1.4% | 0.009% | |
| 4/29/2024 | HighMark Wealth Management LLC | 5,163 | $820K | 0.5% | +59.1% | 0.007% | |
| 4/29/2024 | Baxter Bros Inc. | 2,375 | $377K | 0.0% | N/A | 0.003% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 3,878 | $616K | 0.0% | -50.2% | 0.005% | |
| 4/26/2024 | LifeSteps Financial Inc. | 255 | $40K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Crestone Asset Management LLC | 59,665 | $9.48M | 1.9% | +3.5% | 0.077% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 7,199 | $1.14M | 0.1% | -6.0% | 0.009% | |
| 4/26/2024 | Legacy Bridge LLC | 9,730 | $1.55M | 0.9% | -9.3% | 0.013% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 1,413 | $224K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | Meridian Wealth Management LLC | 8,688 | $1.38M | 0.2% | -11.6% | 0.011% | |
| 4/25/2024 | Bishop & Co Investment Management LLC | 23,477 | $3.73M | 1.5% | -47.4% | 0.030% | |
| 4/25/2024 | Bridges Investment Management Inc. | 16,697 | $2.65M | 0.1% | -10.4% | 0.021% | |
| 4/25/2024 | TNF LLC | 1,958 | $296K | 0.1% | -3.5% | 0.003% | |
| 4/25/2024 | Oldfather Financial Services LLC | 33,848 | $5.38M | 2.2% | +2.1% | 0.044% | |
| 4/25/2024 | Simplex Trading LLC | 10,680 | $1.70M | 0.0% | N/A | 0.014% | |
| 4/25/2024 | Summit Financial LLC | 9,416 | $1.50M | 0.1% | -4.6% | 0.012% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 30,990 | $4.92M | 0.0% | -1.0% | 0.039% | |
| 4/24/2024 | Zhang Financial LLC | 110,189 | $17.50M | 1.3% | -2.2% | 0.140% | |
| 4/24/2024 | CENTRAL TRUST Co | 18,914 | $3.00M | 0.1% | -48.9% | 0.024% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 3,394 | $539K | 0.1% | -15.0% | 0.004% | |
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| 4/24/2024 | Simplicity Wealth LLC | 1,902 | $302K | 0.0% | N/A | 0.002% | |
| 4/24/2024 | NBT Bank N A NY | 3,142 | $499K | 0.0% | -2.2% | 0.004% | |
| 4/24/2024 | Wells Trecaso Financial Group LLC | 1,277 | $203K | 0.1% | -10.9% | 0.002% | |
| 4/24/2024 | Spire Wealth Management | 3,293 | $523K | 0.0% | -5.3% | 0.004% | |
| 4/23/2024 | Global Retirement Partners LLC | 14,995 | $2.38M | 0.1% | +26.3% | 0.019% | |
| 4/23/2024 | United Asset Strategies Inc. | 25,746 | $4.09M | 0.4% | +102.9% | 0.033% | |
| 4/23/2024 | Wealth Advisory Solutions LLC | 7,238 | $1.15M | 0.3% | N/A | 0.009% | |
| 4/23/2024 | Fifth Third Bancorp | 104,922 | $16.66M | 0.1% | -10.6% | 0.133% | |
| 4/23/2024 | McAdam LLC | 8,288 | $1.32M | 0.1% | -2.6% | 0.011% | |
| 4/23/2024 | Summit Trail Advisors LLC | 1,668 | $265K | 0.0% | -5.9% | 0.002% | |
