| 5/15/2024 | BOKF NA | 6,860 | $1.77M | 0.0% | +18.4% | 0.010% | |
| 5/15/2024 | Kestra Advisory Services LLC | 48,493 | $12.64M | 0.1% | +7.7% | 0.072% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 6,615 | $1.73M | 0.0% | +405.0% | 0.010% | |
| 5/15/2024 | Linscomb Wealth Inc. | 899 | $234K | 0.0% | -33.2% | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 3,209 | $837K | 0.0% | +43.3% | 0.005% | |
| 5/14/2024 | EP Wealth Advisors LLC | 259,084 | $67.55M | 0.8% | +5.5% | 0.385% | |
|
| 5/14/2024 | Wellington Wealth Strategies LLC. | 13,053 | $3.40M | 1.6% | N/A | 0.019% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 1,024 | $267K | 0.0% | +16.5% | 0.002% | |
| 5/14/2024 | Covington Investment Advisors Inc. | 6,450 | $1.68M | 0.3% | +5.4% | 0.010% | |
| 5/14/2024 | CreativeOne Wealth LLC | 2,226 | $580K | 0.0% | +159.7% | 0.003% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 5,545 | $1.45M | 0.3% | +0.9% | 0.008% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 1,151 | $300K | 0.0% | -14.7% | 0.002% | |
| 5/14/2024 | InterOcean Capital Group LLC | 935 | $244K | 0.0% | -4.8% | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 8,853 | $2.31M | 0.0% | -2.5% | 0.013% | |
| 5/13/2024 | Goepper Burkhardt LLC | 6,158 | $1.55M | 0.7% | -6.2% | 0.009% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 5,175 | $1.35M | 0.0% | +13.1% | 0.008% | |
| 5/13/2024 | PAX Financial Group LLC | 1,226 | $320K | 0.1% | -6.7% | 0.002% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 8,648 | $2.26M | 0.2% | +3.6% | 0.013% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 7,396 | $1.93M | 0.4% | +58.7% | 0.011% | |
| 5/11/2024 | Jacobi Capital Management LLC | 2,706 | $705K | 0.1% | -4.6% | 0.004% | |
| 5/10/2024 | Osaic Holdings Inc. | 256,323 | $66.88M | 0.1% | -30.4% | 0.380% | |
| 5/10/2024 | Rodgers & Associates LTD | 120,171 | $31.33M | 4.0% | -0.2% | 0.178% | |
| 5/10/2024 | TIAA Trust National Association | 411,299 | $107.23M | 0.3% | +10.2% | 0.610% | |
| 5/10/2024 | ARK & TLK Investments LLC | 1,462 | $381K | 0.1% | -4.3% | 0.002% | |
| 5/10/2024 | Motco | 106 | $28K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | Truepoint Inc. | 6,640 | $1.73M | 0.0% | -1.8% | 0.010% | |
| 5/10/2024 | Nwam LLC | 1,261 | $319K | 0.0% | -11.5% | 0.002% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 1,352 | $352K | 0.0% | +3.2% | 0.002% | |
| 5/9/2024 | ProVise Management Group LLC | 3,176 | $828K | 0.1% | -1.6% | 0.005% | |
| 5/9/2024 | Private Portfolio Partners LLC | 70,792 | $18.46M | 3.8% | +0.5% | 0.105% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 6,769 | $1.77M | 0.0% | +27.0% | 0.010% | |
| 5/9/2024 | Blair William & Co. IL | 29,985 | $7.82M | 0.0% | +4.2% | 0.045% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 800 | $209K | 0.0% | -5.8% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 5,106 | $1.33M | 0.0% | +18.8% | 0.008% | |
| 5/9/2024 | Planning Directions Inc. | 1,534 | $400K | 0.3% | -6.0% | 0.002% | |
| 5/9/2024 | SageView Advisory Group LLC | 68,444 | $16.41M | 0.8% | +2,024.3% | 0.102% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 5,793 | $1.51M | 0.6% | -28.7% | 0.009% | |
| 5/9/2024 | Texas Yale Capital Corp. | 20,450 | $5.33M | 0.2% | -4.7% | 0.030% | |
| 5/9/2024 | BHK Investment Advisors LLC | 97,423 | $25.40M | 9.8% | +32.3% | 0.145% | |
| 5/9/2024 | Dearborn Partners LLC | 1,092 | $285K | 0.0% | N/A | 0.002% | |
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| 5/9/2024 | WP Advisors LLC | 45,672 | $11.91M | 3.9% | -1.3% | 0.068% | |
| 5/9/2024 | New Insight Wealth Advisors | 915 | $239K | 0.1% | N/A | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 3,324 | $867K | 0.1% | -26.4% | 0.005% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 2,000 | $521K | 0.1% | N/A | 0.003% | |
| 5/8/2024 | Focused Wealth Management Inc | 25,654 | $6.69M | 1.0% | +7.3% | 0.038% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 29,123 | $7.59M | 0.1% | -0.6% | 0.043% | |
| 5/8/2024 | US Bancorp DE | 322,365 | $84.05M | 0.1% | +20.8% | 0.478% | |
| 5/8/2024 | QRG Capital Management Inc. | 2,061 | $537K | 0.0% | +26.0% | 0.003% | |
| 5/8/2024 | Tranquility Partners LLC | 4,431 | $1.16M | 0.4% | +2.2% | 0.007% | |
| 5/8/2024 | Watershed Private Wealth LLC | 840 | $219K | 0.1% | -23.7% | 0.001% | |
| 5/7/2024 | NorthRock Partners LLC | 1,276 | $333K | 0.0% | -3.8% | 0.002% | |
| 5/7/2024 | Sei Investments Co. | 826,736 | $215.55M | 0.3% | +6.4% | 1.227% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 3,470 | $905K | 0.0% | +11.3% | 0.005% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 11,645 | $3.04M | 0.8% | +0.7% | 0.017% | |
| 5/7/2024 | WealthPLAN Partners LLC | 6,021 | $1.57M | 0.2% | +3.6% | 0.009% | |
| 5/7/2024 | Horizon Investment Services LLC | 820 | $214K | 0.1% | N/A | 0.001% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 462 | $120K | 0.1% | N/A | 0.001% | |
| 5/7/2024 | Smithfield Trust Co | 2,226 | $579K | 0.0% | -8.9% | 0.003% | |
| 5/7/2024 | Highland Capital Management LLC | 32,174 | $8.39M | 0.5% | -4.5% | 0.048% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 3,222 | $840K | 0.3% | -7.1% | 0.005% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 1,722 | $449K | 0.0% | +9.0% | 0.003% | |
| 5/7/2024 | PFG Advisors | 9,712 | $2.53M | 0.2% | +3.0% | 0.014% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,290 | $1.64M | 0.0% | +12.4% | 0.009% | |
| 5/7/2024 | Hilltop National Bank | 4,279 | $1.12M | 0.4% | N/A | 0.006% | |
| 5/7/2024 | Wealthspire Advisors LLC | 104,334 | $27.20M | 0.4% | +29.9% | 0.155% | |
| 5/7/2024 | Insight Advisors LLC PA | 7,294 | $1.90M | 0.4% | +7.4% | 0.011% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 14,423 | $3.76M | 0.0% | -3.5% | 0.021% | |
| 5/6/2024 | Advisory Services Network LLC | 28,157 | $7.34M | 0.2% | +64.8% | 0.042% | |
| 5/6/2024 | Manchester Capital Management LLC | 20,396 | $5.32M | 0.7% | -0.3% | 0.030% | |
| 5/6/2024 | Advisory Alpha LLC | 12,070 | $3.15M | 0.1% | N/A | 0.018% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 3,390 | $929K | 0.2% | -4.7% | 0.005% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 4,611 | $1.20M | 0.1% | +10.0% | 0.007% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 8,040 | $2.10M | 0.2% | -1.8% | 0.012% | |
| 5/4/2024 | Csenge Advisory Group | 5,639 | $1.47M | 0.1% | -5.8% | 0.008% | |
| 5/4/2024 | Richardson Financial Services Inc. | 7,188 | $1.87M | 1.3% | -20.0% | 0.011% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 4,764 | $1.24M | 0.1% | -2.6% | 0.007% | |
| 5/3/2024 | TFB Advisors LLC | 10,564 | $2.56M | 0.9% | +12.0% | 0.016% | |
| 5/3/2024 | Larson Financial Group LLC | 76,830 | $20.03M | 1.5% | +21.8% | 0.114% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,555 | $1.19M | 0.1% | +42.7% | 0.007% | |
| 5/3/2024 | Etfidea LLC | 53,900 | $14.05M | 4.8% | +2.6% | 0.080% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 916 | $239K | 0.0% | +294.8% | 0.001% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 6,729 | $1.75M | 0.7% | -2.1% | 0.010% | |
| 5/2/2024 | Financial Counselors Inc. | 8,158 | $2.13M | 0.0% | -13.9% | 0.012% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 100 | $26K | 0.0% | +194.1% | 0.000% | |
| 5/2/2024 | GSB Wealth Management LLC | 6,522 | $1.70M | 0.5% | -2.1% | 0.010% | |
| 5/2/2024 | Quent Capital LLC | 19,571 | $5.10M | 0.6% | +13.7% | 0.029% | |
| 5/2/2024 | Whitegate Investment Counselors Inc. | 4,837 | $1.26M | 0.4% | +12.5% | 0.007% | |
| 5/2/2024 | Lincoln National Corp | 164,023 | $42.76M | 0.7% | -2.9% | 0.243% | |
| 5/2/2024 | Choreo LLC | 506,303 | $132.00M | 3.4% | -2.4% | 0.751% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 2,003 | $522K | 0.1% | +13.9% | 0.003% | |
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| 5/2/2024 | Greenwood Capital Associates LLC | 854 | $223K | 0.0% | -21.6% | 0.001% | |
| 5/2/2024 | REDW Wealth LLC | 773 | $202K | 0.1% | N/A | 0.001% | |
| 5/2/2024 | Regent Peak Wealth Advisors LLC | 1,526 | $398K | 0.1% | -11.4% | 0.002% | |
| 5/2/2024 | Cove Private Wealth LLC | 930 | $242K | 0.2% | -17.7% | 0.001% | |
| 5/1/2024 | Paces Ferry Wealth Advisors LLC | 5,816 | $1.52M | 1.0% | N/A | 0.009% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 11,145 | $2.91M | 0.2% | -2.4% | 0.017% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 4,010 | $1.05M | 0.1% | +50.8% | 0.006% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 51,799 | $13.51M | 0.0% | +6.4% | 0.077% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 320 | $83K | 0.0% | +166.7% | 0.000% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 5,358 | $1.40M | 0.2% | +33.8% | 0.008% | |
