| 5/15/2024 | Truvestments Capital LLC | 102 | $31K | 0.0% | -46.6% | 0.000% | |
| 5/15/2024 | Quadrature Capital Ltd | 2,456 | $737K | 0.0% | N/A | 0.005% | |
| 5/15/2024 | Envoi LLC | 1,646 | $494K | 1.2% | N/A | 0.004% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 1,483 | $445K | 0.0% | -4.8% | 0.003% | |
| 5/14/2024 | Cadence Bank | 682 | $205K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 15,077 | $4.52M | 0.1% | -0.4% | 0.033% | |
|
| 5/14/2024 | Pitcairn Co. | 534,115 | $160.28M | 10.4% | -1.4% | 1.166% | |
| 5/13/2024 | Bessemer Group Inc. | 173,390 | $52.03M | 0.1% | -0.2% | 0.379% | |
| 5/13/2024 | Cedar Wealth Management LLC | 17,728 | $5.32M | 1.8% | +8.1% | 0.039% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 1,415 | $425K | 0.1% | +20.0% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 883 | $265K | 0.0% | -92.2% | 0.002% | |
| 5/11/2024 | Davis R M Inc. | 160,272 | $48.09M | 1.0% | -0.5% | 0.353% | |
| 5/11/2024 | NWK Group Inc. | 293 | $88K | 0.0% | -14.1% | 0.001% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 4,809 | $1.44M | 0.3% | +4.0% | 0.011% | |
| 5/10/2024 | Osaic Holdings Inc. | 105,354 | $31.62M | 0.1% | -6.1% | 0.232% | |
| 5/10/2024 | TIAA Trust National Association | 157,086 | $47.14M | 0.1% | -0.6% | 0.346% | |
| 5/10/2024 | Vanguard Group Inc. | 25,110 | $7.54M | 0.0% | +0.4% | 0.055% | |
| 5/10/2024 | Alera Investment Advisors LLC | 3,698 | $1.11M | 0.2% | -15.1% | 0.008% | |
| 5/10/2024 | Truepoint Inc. | 61,756 | $18.53M | 0.5% | -4.0% | 0.136% | |
| 5/10/2024 | GM Advisory Group LLC | 167,249 | $50.19M | 3.5% | +3.8% | 0.368% | |
| 5/10/2024 | Nwam LLC | 908 | $272K | 0.0% | N/A | 0.002% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 3,500 | $1.05M | 0.1% | -33.9% | 0.008% | |
| 5/9/2024 | Brighton Jones LLC | 87,059 | $26.13M | 0.9% | -0.7% | 0.192% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 20,946 | $6.29M | 0.1% | -1.8% | 0.046% | |
| 5/9/2024 | Blair William & Co. IL | 200,210 | $60.08M | 0.2% | -3.8% | 0.441% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 1,328 | $399K | 0.0% | +48.2% | 0.003% | |
| 5/9/2024 | Midwest Professional Planners LTD. | 13,696 | $4.11M | 1.4% | -7.0% | 0.030% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 677 | $203K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Ledyard National Bank | 5,887 | $1.77M | 0.2% | -4.3% | 0.013% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 106,996 | $32.11M | 4.0% | -5.9% | 0.235% | |
| 5/8/2024 | Bleakley Financial Group LLC | 4,163 | $1.25M | 0.0% | +7.1% | 0.009% | |
| 5/8/2024 | Great Diamond Partners LLC | 92,525 | $27.77M | 6.4% | +2.0% | 0.204% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 2,460 | $738K | 0.0% | +41.2% | 0.005% | |
| 5/8/2024 | US Bancorp DE | 91,232 | $27.38M | 0.0% | -0.6% | 0.201% | |
| 5/8/2024 | QRG Capital Management Inc. | 6,289 | $1.89M | 0.0% | -30.5% | 0.014% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 1,067 | $320K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Reynders McVeigh Capital Management LLC | 1,221 | $367K | 0.0% | -6.1% | 0.003% | |
| 5/7/2024 | Hantz Financial Services Inc. | 104,691 | $31.42M | 10.2% | -5.7% | 0.230% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 1,883 | $565K | 0.0% | -16.8% | 0.004% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,543 | $463K | 0.0% | +35.0% | 0.003% | |
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| 5/7/2024 | Wealthspire Advisors LLC | 47,036 | $14.12M | 0.2% | -20.3% | 0.103% | |
| 5/7/2024 | Motive Wealth Advisors | 4,544 | $1.36M | 0.8% | N/A | 0.010% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 5,238 | $1.57M | 0.0% | -4.6% | 0.012% | |
| 5/6/2024 | Advisory Services Network LLC | 10,888 | $3.27M | 0.1% | +5.1% | 0.024% | |
| 5/6/2024 | Financial Council LLC | 16,966 | $5.09M | 3.0% | -1.4% | 0.037% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 2,101 | $6.30M | 1.6% | -80.3% | 0.005% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 110,463 | $33.15M | 1.5% | -8.4% | 0.243% | |
| 5/4/2024 | 9258 Wealth Management LLC | 8,459 | $2.54M | 0.4% | +1.2% | 0.019% | |
| 5/4/2024 | WBI Investments LLC | 14,333 | $4.30M | 0.9% | +14.1% | 0.032% | |
| 5/3/2024 | Embree Financial Group | 76,494 | $22.95M | 4.5% | -1.9% | 0.168% | |
| 5/3/2024 | Forte Asset Management LLC | 26,163 | $7.85M | 4.8% | +1.7% | 0.058% | |
| 5/3/2024 | RIA Advisory Group LLC | 847 | $254K | 0.1% | N/A | 0.002% | |
| 5/3/2024 | Commerce Bank | 158,621 | $47.60M | 0.3% | +6.8% | 0.349% | |
| 5/3/2024 | Proficio Capital Partners LLC | 176,755 | $52.04M | 5.7% | +1.5% | 0.389% | |
| 5/3/2024 | Smith Salley Wealth Management | 3,349 | $1.01M | 0.1% | -4.5% | 0.007% | |
| 5/3/2024 | Compass Financial Group Inc. | 58,910 | $17.68M | 9.4% | -0.5% | 0.130% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 36,791 | $11.04M | 1.1% | +0.1% | 0.081% | |
| 5/2/2024 | Graypoint LLC | 3,266 | $980K | 0.1% | -26.9% | 0.007% | |
| 5/2/2024 | St. Louis Trust Co | 22,861 | $6.86M | 1.1% | -0.7% | 0.050% | |
| 5/2/2024 | Choreo LLC | 2,753 | $826K | 0.0% | +48.2% | 0.006% | |
| 5/2/2024 | Family Firm Inc. | 207,017 | $62.12M | 15.0% | -3.9% | 0.455% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 839 | $252K | 0.0% | N/A | 0.002% | |
| 5/2/2024 | Martin Capital Advisors LLP | 2,470 | $741K | 0.6% | -2.8% | 0.005% | |
| 5/1/2024 | Tanager Wealth Management LLP | 42,483 | $12.75M | 2.1% | -0.9% | 0.093% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,604 | $1.38M | 0.0% | -22.2% | 0.010% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 28,459 | $8.54M | 1.3% | -19.2% | 0.063% | |
| 5/1/2024 | Ascent Wealth Partners LLC | 15,928 | $4.78M | 0.7% | -3.1% | 0.035% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 707 | $212K | 0.1% | -6.2% | 0.002% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 2,209 | $663K | 0.0% | +1.6% | 0.005% | |
| 4/30/2024 | Private Advisor Group LLC | 20,479 | $6.15M | 0.0% | -13.2% | 0.045% | |
| 4/30/2024 | Norden Group LLC | 2,018 | $606K | 0.0% | N/A | 0.004% | |
| 4/30/2024 | HB Wealth Management LLC | 85,347 | $25.61M | 0.3% | +0.4% | 0.188% | |
| 4/30/2024 | SpiderRock Advisors LLC | 1,543 | $454K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | JMG Financial Group Ltd. | 10,915 | $3.28M | 0.1% | -3.9% | 0.024% | |
| 4/30/2024 | Private Wealth Management Group LLC | 645 | $194K | 0.1% | -13.8% | 0.001% | |
| 4/30/2024 | SkyOak Wealth LLC | 3,236 | $971K | 0.2% | -2.6% | 0.007% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 42,031 | $12.61M | 0.0% | -54.0% | 0.092% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 123,566 | $37.08M | 0.1% | -21.5% | 0.272% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 3,527 | $1.06M | 0.0% | -5.1% | 0.008% | |
| 4/29/2024 | Meritage Portfolio Management | 720 | $216K | 0.0% | N/A | 0.002% | |
| 4/29/2024 | Union Savings Bank | 781 | $234K | 0.1% | -31.4% | 0.002% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 870 | $261K | 0.0% | -25.0% | 0.002% | |
| 4/26/2024 | UMB Bank n.a. | 38,632 | $11.59M | 0.2% | +2.0% | 0.085% | |
| 4/26/2024 | First National Trust Co | 40,600 | $12.18M | 0.5% | +1.0% | 0.089% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 16,871 | $4.88M | 0.2% | +0.9% | 0.037% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 863 | $259K | 0.0% | -57.3% | 0.002% | |
| 4/25/2024 | Lindbrook Capital LLC | 12,298 | $3.69M | 0.3% | -0.8% | 0.027% | |
| 4/25/2024 | One Day In July LLC | 18,059 | $5.42M | 0.7% | +87.0% | 0.040% | |
| 4/25/2024 | Bank of New York Mellon Corp | 728,093 | $218.49M | 0.0% | -1.6% | 1.602% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 18,111 | $5.44M | 0.0% | -24.3% | 0.040% | |
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| 4/25/2024 | Christopher J. Hasenberg Inc | 68,486 | $20.55M | 10.1% | -1.6% | 0.151% | |
| 4/24/2024 | CENTRAL TRUST Co | 5,725 | $1.72M | 0.0% | -1.2% | 0.013% | |
| 4/24/2024 | 1900 Wealth Management LLC | 2,068 | $621K | 0.1% | -5.5% | 0.005% | |
| 4/24/2024 | Pegasus Partners Ltd. | 245,792 | $73.76M | 7.8% | +0.7% | 0.540% | |
| 4/24/2024 | Dakota Wealth Management | 6,688 | $2.01M | 0.0% | +30.7% | 0.015% | |
| 4/24/2024 | Simplicity Wealth LLC | 4,163 | $1.25M | 0.0% | N/A | 0.009% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,162 | $349K | 0.0% | +20.8% | 0.003% | |
| 4/23/2024 | WASHINGTON TRUST Co | 10,069 | $3.02M | 0.1% | -9.1% | 0.022% | |
| 4/23/2024 | Legacy Trust | 21,241 | $6.37M | 1.6% | -5.7% | 0.047% | |
| 4/23/2024 | Hall Laurie J Trustee | 3,231 | $970K | 0.3% | +7.3% | 0.007% | |
