| 5/17/2024 | Investmark Advisory Group LLC | 3,910 | $610K | 0.3% | -29.2% | 0.004% | |
| 5/17/2024 | Beacon Capital Management LLC | 772 | $120K | 0.0% | +30.0% | 0.001% | |
| 5/17/2024 | Comerica Bank | 59,595 | $9.29M | 0.0% | +0.6% | 0.056% | |
| 5/17/2024 | Tidal Investments LLC | 12,040 | $1.88M | 0.0% | +5.3% | 0.011% | |
| 5/16/2024 | FSA Wealth Management LLC | 2,561 | $399K | 0.2% | +4.1% | 0.002% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 16,943 | $2.64M | 0.1% | +1.6% | 0.016% | |
|
| 5/16/2024 | Waverly Advisors LLC | 734,010 | $114.44M | 2.7% | -3.7% | 0.690% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 1,853 | $289K | 0.0% | -10.6% | 0.002% | |
| 5/16/2024 | Captrust Financial Advisors | 127,465 | $19.87M | 0.1% | -24.1% | 0.120% | |
| 5/15/2024 | Ascent Group LLC | 16,647 | $2.60M | 0.2% | +12.1% | 0.016% | |
| 5/15/2024 | SVB Wealth LLC | 3,846 | $600K | 0.0% | -17.2% | 0.004% | |
| 5/15/2024 | BOKF NA | 64,152 | $9.93M | 0.2% | +8.4% | 0.060% | |
| 5/15/2024 | Kestra Advisory Services LLC | 122,237 | $19.06M | 0.1% | +3.1% | 0.115% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 1,790 | $279K | 0.0% | -14.3% | 0.002% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 9,514 | $1.48M | 0.0% | -1.9% | 0.009% | |
| 5/14/2024 | EP Wealth Advisors LLC | 650,698 | $101.45M | 1.2% | +0.3% | 0.611% | |
| 5/14/2024 | CreativeOne Wealth LLC | 4,133 | $644K | 0.0% | +99.5% | 0.004% | |
| 5/14/2024 | Evermay Wealth Management LLC | 2,885 | $450K | 0.1% | +1,502.8% | 0.003% | |
| 5/13/2024 | Goepper Burkhardt LLC | 50,983 | $7.87M | 3.7% | -4.8% | 0.048% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 136,927 | $21.35M | 6.1% | +1.5% | 0.129% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 64,313 | $10.03M | 0.1% | +0.3% | 0.060% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 17,600 | $2.74M | 0.2% | +0.5% | 0.017% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 28,044 | $4.37M | 0.9% | +0.6% | 0.026% | |
| 5/11/2024 | Jacobi Capital Management LLC | 4,431 | $691K | 0.1% | -3.7% | 0.004% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 12,583 | $1.96M | 0.7% | -18.3% | 0.012% | |
| 5/11/2024 | Patten & Patten Inc. TN | 1,319 | $206K | 0.0% | -14.1% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 471,065 | $73.47M | 0.2% | -33.6% | 0.443% | |
| 5/10/2024 | Rodgers & Associates LTD | 321,194 | $50.08M | 6.4% | 0.0% | 0.302% | |
| 5/10/2024 | TIAA Trust National Association | 1,893,796 | $295.26M | 0.9% | -6.7% | 1.779% | |
| 5/10/2024 | Spirepoint Private Client LLC | 2,115 | $330K | 0.1% | N/A | 0.002% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 3,238 | $499K | 0.1% | -87.6% | 0.003% | |
| 5/10/2024 | First Foundation Advisors | 1,400 | $218K | 0.0% | -6.2% | 0.001% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 30,679 | $4.78M | 0.1% | +9.0% | 0.029% | |
| 5/10/2024 | Truepoint Inc. | 7,365 | $1.15M | 0.0% | -16.4% | 0.007% | |
| 5/10/2024 | Nwam LLC | 2,596 | $397K | 0.0% | -31.0% | 0.002% | |
| 5/9/2024 | Brighton Jones LLC | 19,383 | $3.02M | 0.1% | +0.7% | 0.018% | |
| 5/9/2024 | ProVise Management Group LLC | 76,571 | $11.94M | 1.0% | +1.2% | 0.072% | |
| 5/9/2024 | Leo Wealth LLC | 2,046 | $317K | 0.0% | -12.6% | 0.002% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 5,921 | $923K | 0.0% | -22.6% | 0.006% | |
| 5/9/2024 | Blair William & Co. IL | 121,542 | $18.95M | 0.1% | -11.8% | 0.114% | |
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| 5/9/2024 | HBK Sorce Advisory LLC | 18,277 | $2.85M | 0.1% | +7.9% | 0.017% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 11,527 | $1.80M | 0.0% | +15.6% | 0.011% | |
| 5/9/2024 | Condor Capital Management | 200,311 | $31.23M | 3.1% | -3.0% | 0.188% | |
| 5/9/2024 | Ledyard National Bank | 107,561 | $16.77M | 1.6% | +0.1% | 0.101% | |
| 5/9/2024 | Planning Directions Inc. | 10,272 | $1.60M | 1.1% | -15.5% | 0.010% | |
| 5/9/2024 | Texas Yale Capital Corp. | 50,172 | $7.82M | 0.3% | -0.2% | 0.047% | |
| 5/9/2024 | Portland Global Advisors LLC | 1,425 | $222K | 0.0% | -58.9% | 0.001% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 2,503 | $390K | 0.2% | +55.6% | 0.002% | |
| 5/9/2024 | BHK Investment Advisors LLC | 161,068 | $25.11M | 9.7% | +34.1% | 0.151% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 3,822 | $596K | 0.1% | -23.5% | 0.004% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 1,315 | $205K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Cozad Asset Management Inc. | 9,070 | $1.41M | 0.1% | -1.9% | 0.009% | |
| 5/8/2024 | Bleakley Financial Group LLC | 55,897 | $8.72M | 0.3% | -1.3% | 0.053% | |
| 5/8/2024 | Heritage Wealth Advisors | 7,433 | $1.16M | 0.0% | +281.4% | 0.007% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 16,833 | $2.62M | 0.0% | -8.0% | 0.016% | |
| 5/8/2024 | US Bancorp DE | 409,047 | $63.78M | 0.1% | -2.5% | 0.384% | |
| 5/8/2024 | Russell Investments Group Ltd. | 1,556 | $243K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 57,865 | $8.72M | 2.7% | +7.6% | 0.054% | |
| 5/8/2024 | QRG Capital Management Inc. | 1,408 | $220K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Inspire Advisors LLC | 4,777 | $745K | 0.1% | -10.5% | 0.004% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 6,103 | $951K | 0.1% | -15.2% | 0.006% | |
| 5/7/2024 | Verus Capital Partners LLC | 17,549 | $2.74M | 0.3% | -18.3% | 0.016% | |
| 5/7/2024 | Capital Square LLC | 15,089 | $2.35M | 1.7% | N/A | 0.014% | |
| 5/7/2024 | Choate Investment Advisors | 8,087 | $1.26M | 0.0% | N/A | 0.008% | |
| 5/7/2024 | WNY Asset Management LLC | 4,785 | $746K | 0.1% | +1.8% | 0.004% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 20,019 | $3.12M | 0.6% | -1.9% | 0.019% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 12,293 | $1.92M | 0.5% | +3.4% | 0.012% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 20,914 | $3.26M | 0.1% | +5.0% | 0.020% | |
| 5/7/2024 | WealthPLAN Partners LLC | 1,320 | $206K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Horizon Investment Services LLC | 3,076 | $480K | 0.2% | -3.9% | 0.003% | |
| 5/7/2024 | 49 Wealth Management LLC | 2,674 | $414K | 0.1% | -5.5% | 0.003% | |
| 5/7/2024 | Smithfield Trust Co | 7,051 | $1.10M | 0.1% | +8.0% | 0.007% | |
| 5/7/2024 | Facet Wealth Inc. | 2,745 | $417K | 0.0% | +48.1% | 0.003% | |
| 5/7/2024 | Highland Capital Management LLC | 55,168 | $8.60M | 0.5% | -1.8% | 0.052% | |
| 5/7/2024 | LPF Advisors LLC | 38,747 | $6.04M | 6.1% | +0.9% | 0.036% | |
| 5/7/2024 | PFG Advisors | 2,636 | $411K | 0.0% | +5.3% | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 8,629 | $1.35M | 0.0% | +21.2% | 0.008% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 27,952 | $4.36M | 0.1% | +12.0% | 0.026% | |
| 5/7/2024 | TAGStone Capital Inc. | 25,351 | $3.95M | 2.3% | +12.2% | 0.024% | |
| 5/7/2024 | Hilltop National Bank | 27,883 | $4.35M | 1.5% | N/A | 0.026% | |
| 5/7/2024 | Wealthspire Advisors LLC | 73,656 | $11.48M | 0.2% | -4.5% | 0.069% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 10,330 | $1.61M | 0.4% | -1.6% | 0.010% | |
| 5/7/2024 | Empowered Funds LLC | 6,055 | $944K | 0.0% | +133.3% | 0.006% | |
| 5/7/2024 | Houlihan Financial Resource Group Ltd. | 23,093 | $3.60M | 1.6% | -1.6% | 0.022% | |
| 5/7/2024 | Stokes Family Office LLC | 21,040 | $3.28M | 0.4% | -6.5% | 0.020% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,049 | $1.10M | 0.0% | +13.4% | 0.007% | |
| 5/6/2024 | SYM FINANCIAL Corp | 492,070 | $76.72M | 12.7% | +3.4% | 0.462% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 10,285 | $1.60M | 0.1% | -19.4% | 0.010% | |
| 5/6/2024 | Manchester Capital Management LLC | 50,426 | $7.86M | 1.0% | -1.0% | 0.047% | |
| 5/6/2024 | Advisory Alpha LLC | 41,109 | $6.41M | 0.3% | +164.9% | 0.039% | |
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| 5/4/2024 | SPC Financial Inc. | 54,459 | $8.49M | 0.8% | +13.6% | 0.051% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 936 | $1.46M | 0.4% | -83.1% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 67,181 | $10.47M | 0.5% | -0.7% | 0.063% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 18,818 | $2.93M | 0.2% | -2.6% | 0.018% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 5,362 | $836K | 0.2% | -16.7% | 0.005% | |
| 5/4/2024 | Csenge Advisory Group | 8,441 | $1.32M | 0.1% | +36.5% | 0.008% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 3,804 | $593K | 0.3% | -17.5% | 0.004% | |
| 5/4/2024 | Richardson Financial Services Inc. | 3,279 | $511K | 0.4% | +3.9% | 0.003% | |
| 5/3/2024 | FDx Advisors Inc. | 7,408 | $1.16M | 0.2% | +25.9% | 0.007% | |
| 5/3/2024 | Investments & Financial Planning LLC | 3,258 | $508K | 0.3% | -6.4% | 0.003% | |
