| 5/15/2024 | Beaird Harris Wealth Management LLC | 8,808 | $547K | 0.1% | -7.0% | 0.001% | |
| 5/15/2024 | Quadrature Capital Ltd | 6,590 | $409K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 68,492 | $4.25M | 0.1% | -14.7% | 0.011% | |
| 5/14/2024 | EP Wealth Advisors LLC | 86,534 | $5.37M | 0.1% | -0.6% | 0.013% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 39,427 | $2.45M | 0.1% | +4.8% | 0.006% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,373 | $458K | 0.0% | N/A | 0.001% | |
|
| 5/14/2024 | Forte Capital LLC ADV | 162,325 | $10.07M | 1.2% | +78.6% | 0.025% | |
| 5/14/2024 | Elgethun Capital Management | 40,954 | $2.55M | 0.6% | -1.7% | 0.006% | |
| 5/14/2024 | Evermay Wealth Management LLC | 1,764,693 | $109.52M | 16.5% | -1.1% | 0.272% | |
| 5/14/2024 | InterOcean Capital Group LLC | 68,040 | $4.22M | 0.1% | -11.5% | 0.010% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 11,887 | $738K | 0.1% | -54.7% | 0.002% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 9,542 | $592K | 0.0% | +17.9% | 0.001% | |
| 5/11/2024 | Spreng Capital Management Inc. | 21,015 | $1.30M | 0.7% | -4.3% | 0.003% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 11,264 | $699K | 0.1% | -1.7% | 0.002% | |
| 5/11/2024 | Jacobi Capital Management LLC | 15,760 | $978K | 0.1% | -76.0% | 0.002% | |
| 5/11/2024 | Edgestream Partners L.P. | 7,226 | $448K | 0.0% | +99.0% | 0.001% | |
| 5/11/2024 | Patten & Patten Inc. TN | 7,578 | $470K | 0.0% | -11.8% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 229,565 | $14.25M | 0.0% | -7.7% | 0.035% | |
| 5/10/2024 | TIAA Trust National Association | 24,173 | $1.50M | 0.0% | -15.9% | 0.004% | |
| 5/10/2024 | Garrison Asset Management LLC | 13,613 | $845K | 0.4% | -5.6% | 0.002% | |
| 5/10/2024 | Cooper Haims Advisors LLC | 168,879 | $10.48M | 6.1% | -3.3% | 0.026% | |
| 5/10/2024 | Broadview Financial Management LLC | 47,834 | $2.97M | 2.2% | -5.7% | 0.007% | |
| 5/10/2024 | First Foundation Advisors | 19,877 | $1.23M | 0.0% | -2.7% | 0.003% | |
| 5/10/2024 | Towercrest Capital Management | 775,746 | $48.14M | 8.0% | -0.1% | 0.120% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 716,173 | $44.45M | 7.1% | -8.7% | 0.110% | |
| 5/10/2024 | Truepoint Inc. | 111,071 | $6.89M | 0.2% | -8.0% | 0.017% | |
| 5/10/2024 | Nwam LLC | 8,681 | $532K | 0.0% | +95.1% | 0.001% | |
| 5/9/2024 | Barden Capital Management Inc. | 86,034 | $5.34M | 5.2% | -34.4% | 0.013% | |
| 5/9/2024 | Brighton Jones LLC | 46,039 | $2.86M | 0.1% | -2.6% | 0.007% | |
| 5/9/2024 | ProVise Management Group LLC | 5,606 | $348K | 0.0% | -96.6% | 0.001% | |
| 5/9/2024 | Blair William & Co. IL | 28,203 | $1.75M | 0.0% | +3.3% | 0.004% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 411,937 | $25.57M | 0.3% | -6.8% | 0.063% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 10,524,610 | $653.16M | 23.1% | +2.4% | 1.622% | |
| 5/9/2024 | Condor Capital Management | 46,701 | $2.90M | 0.3% | -0.4% | 0.007% | |
| 5/9/2024 | Elite Life Management LLC | 55,574 | $3.45M | 16.9% | +12.2% | 0.009% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 292,309 | $18.14M | 1.9% | -3.0% | 0.045% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 4,200 | $261K | 0.0% | -16.6% | 0.001% | |
| 5/9/2024 | SageView Advisory Group LLC | 9,994 | $620K | 0.0% | +45.9% | 0.002% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 97,658,992 | $6.06B | 8.3% | +1.0% | 15.048% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 5,426 | $337K | 0.0% | -57.5% | 0.001% | |
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| 5/8/2024 | Berkshire Money Management Inc. | 7,690 | $477K | 0.1% | N/A | 0.001% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 438,315 | $27.20M | 6.3% | +4.0% | 0.068% | |
| 5/8/2024 | Cozad Asset Management Inc. | 16,522 | $1.03M | 0.1% | -1.4% | 0.003% | |
| 5/8/2024 | Bell Investment Advisors Inc | 297,130 | $18.44M | 3.6% | +3.9% | 0.046% | |
| 5/8/2024 | MAI Capital Management | 306,360 | $19.01M | 0.2% | +7.1% | 0.047% | |
| 5/8/2024 | Sheets Smith Wealth Management | 264,199 | $16.40M | 1.8% | -47.1% | 0.041% | |
| 5/8/2024 | Ethos Financial Group LLC | 288,566 | $18.00M | 3.4% | +4.0% | 0.044% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 11,140 | $691K | 0.1% | -2.4% | 0.002% | |
| 5/8/2024 | Bleakley Financial Group LLC | 40,278 | $2.50M | 0.1% | -0.9% | 0.006% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 72,699 | $4.51M | 0.0% | -1.7% | 0.011% | |
| 5/8/2024 | US Bancorp DE | 97,842 | $6.07M | 0.0% | -47.4% | 0.015% | |
| 5/8/2024 | SP Asset Management LLC | 3,532 | $219K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | QRG Capital Management Inc. | 9,789 | $608K | 0.0% | -4.9% | 0.002% | |
| 5/8/2024 | Watershed Private Wealth LLC | 10,685 | $663K | 0.3% | +17.8% | 0.002% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 27,863 | $1.73M | 0.2% | -7.0% | 0.004% | |
| 5/7/2024 | NorthRock Partners LLC | 89,488 | $5.55M | 0.5% | -15.1% | 0.014% | |
| 5/7/2024 | Choate Investment Advisors | 3,471 | $215K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Abbrea Capital LLC | 45,120 | $2.80M | 0.4% | -0.4% | 0.007% | |
| 5/7/2024 | Sei Investments Co. | 12,699,861 | $788.16M | 1.2% | -46.7% | 1.957% | |
| 5/7/2024 | GW Henssler & Associates Ltd. | 46,340 | $2.88M | 0.2% | -1.5% | 0.007% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 3,707 | $230K | 0.1% | N/A | 0.001% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,015 | $249K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 6,803 | $422K | 0.0% | -63.3% | 0.001% | |
| 5/7/2024 | WealthPLAN Partners LLC | 31,456 | $1.95M | 0.2% | -2.3% | 0.005% | |
| 5/7/2024 | Hantz Financial Services Inc. | 76,836 | $4.77M | 1.6% | -4.3% | 0.012% | |
| 5/7/2024 | BOS Asset Management LLC | 4,814 | $299K | 0.2% | -71.5% | 0.001% | |
| 5/7/2024 | KCM Investment Advisors LLC | 14,978 | $930K | 0.0% | -7.5% | 0.002% | |
| 5/7/2024 | Facet Wealth Inc. | 14,094 | $864K | 0.0% | -11.9% | 0.002% | |
| 5/7/2024 | Highland Capital Management LLC | 5,586 | $347K | 0.0% | -3.8% | 0.001% | |
| 5/7/2024 | Capital Wealth Planning LLC | 4,382 | $272K | 0.0% | -7.3% | 0.001% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 304,233 | $18.88M | 14.3% | -7.7% | 0.047% | |
| 5/7/2024 | Aull & Monroe Investment Management Corp | 15,889 | $986K | 0.5% | +15.2% | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 35,536 | $2.21M | 0.0% | -2.7% | 0.005% | |
| 5/7/2024 | PFG Advisors | 62,697 | $3.89M | 0.3% | +11.5% | 0.010% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 229,179 | $14.22M | 0.4% | +1.7% | 0.035% | |
| 5/7/2024 | Wealthspire Advisors LLC | 1,115,003 | $69.20M | 0.9% | -5.4% | 0.172% | |
| 5/7/2024 | Empowered Funds LLC | 59,387 | $3.69M | 0.1% | N/A | 0.009% | |
| 5/6/2024 | SYM FINANCIAL Corp | 3,450 | $214K | 0.0% | -22.5% | 0.001% | |
| 5/6/2024 | Gill Capital Partners LLC | 6,625 | $394K | 0.2% | -13.7% | 0.001% | |
| 5/6/2024 | Advisory Services Network LLC | 57,209 | $3.55M | 0.1% | +3.4% | 0.009% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 185,414 | $11.51M | 2.5% | -3.2% | 0.029% | |
| 5/6/2024 | Mitchell Capital Management Co. | 36,817 | $2.29M | 0.4% | -1.0% | 0.006% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 162,156 | $10.06M | 6.1% | -7.7% | 0.025% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 3,501 | $217K | 0.0% | -28.7% | 0.001% | |
| 5/4/2024 | Essex LLC | 235,830 | $14.64M | 3.4% | +6.0% | 0.036% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 110,031 | $6.83M | 2.0% | -2.0% | 0.017% | |
| 5/4/2024 | Csenge Advisory Group | 210,610 | $13.07M | 0.7% | -6.6% | 0.032% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 38,869 | $2.41M | 1.3% | +1.6% | 0.006% | |
| 5/3/2024 | Signaturefd LLC | 19,932 | $1.24M | 0.0% | +21.6% | 0.003% | |
| 5/3/2024 | Embree Financial Group | 544,482 | $33.79M | 6.6% | +2.2% | 0.084% | |
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| 5/3/2024 | Clarity Capital Partners LLC | 4,298 | $267K | 0.2% | -42.3% | 0.001% | |
| 5/3/2024 | RIA Advisory Group LLC | 29,257 | $1.82M | 0.7% | N/A | 0.005% | |
| 5/3/2024 | Larson Financial Group LLC | 18,721 | $1.16M | 0.1% | -27.4% | 0.003% | |
| 5/3/2024 | Callan Capital LLC | 23,252 | $1.44M | 0.1% | -6.4% | 0.004% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 9,348 | $580K | 0.0% | -2.5% | 0.001% | |
| 5/3/2024 | Lutz Financial Services LLC | 212,303 | $13.18M | 1.2% | -1.3% | 0.033% | |
| 5/3/2024 | AA Financial Advisors LLC | 134,752 | $8.36M | 3.4% | -1.6% | 0.021% | |
| 5/3/2024 | CapWealth Advisors LLC | 3,514 | $218K | 0.0% | N/A | 0.001% | |
| 5/3/2024 | Nicollet Investment Management Inc. | 101,689 | $6.31M | 2.3% | -10.8% | 0.016% | |
| 5/3/2024 | Smith Salley Wealth Management | 8,177 | $507K | 0.0% | -6.0% | 0.001% | |
