| 5/13/2024 | PAX Financial Group LLC | 8,486 | $1.38M | 0.3% | -2.5% | 0.001% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 265,073 | $43.17M | 1.2% | -0.9% | 0.037% | |
| 5/11/2024 | Spreng Capital Management Inc. | 8,459 | $1.38M | 0.7% | +51.8% | 0.001% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 243,147 | $39.60M | 3.2% | -9.4% | 0.034% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 38,504 | $6.27M | 0.5% | -0.8% | 0.005% | |
| 5/11/2024 | Exencial Wealth Advisors LLC | 415,202 | $67.62M | 2.5% | -17.5% | 0.058% | |
|
| 5/11/2024 | Ironwood Investment Counsel LLC | 2,807 | $457K | 0.1% | +36.5% | 0.000% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 7,308 | $1.19M | 0.2% | N/A | 0.001% | |
| 5/11/2024 | Jacobi Capital Management LLC | 12,884 | $2.10M | 0.2% | -2.9% | 0.002% | |
| 5/11/2024 | Edgestream Partners L.P. | 2,555 | $416K | 0.0% | -63.7% | 0.000% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 255,468 | $41.61M | 1.8% | -2.5% | 0.036% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 24,680 | $4.02M | 1.4% | +0.6% | 0.003% | |
| 5/11/2024 | Patten & Patten Inc. TN | 2,003 | $326K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,772,376 | $288.71M | 0.6% | -24.7% | 0.249% | |
| 5/10/2024 | Blue Barn Wealth LLC | 13,179 | $2.15M | 1.2% | -11.0% | 0.002% | |
| 5/10/2024 | Rodgers & Associates LTD | 417,706 | $68.03M | 8.7% | -1.0% | 0.059% | |
| 5/10/2024 | TIAA Trust National Association | 5,723,556 | $932.14M | 2.9% | +3.2% | 0.803% | |
| 5/10/2024 | Vanguard Group Inc. | 218,963 | $35.66M | 0.0% | +36.2% | 0.031% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 49,109 | $7.90M | 0.8% | -5.9% | 0.007% | |
| 5/10/2024 | ARK & TLK Investments LLC | 4,110 | $669K | 0.2% | -22.1% | 0.001% | |
| 5/10/2024 | Banco Santander S.A. | 12,358 | $2.01M | 0.0% | -3.4% | 0.002% | |
| 5/10/2024 | Kelman Lazarov Inc. | 9,047 | $1.47M | 0.3% | -3.3% | 0.001% | |
| 5/10/2024 | Truepoint Inc. | 16,355 | $2.66M | 0.1% | +180.7% | 0.002% | |
| 5/10/2024 | TCTC Holdings LLC | 729 | $119K | 0.0% | +12.7% | 0.000% | |
| 5/10/2024 | Nwam LLC | 177,276 | $28.65M | 2.3% | -2.7% | 0.025% | |
| 5/9/2024 | Kure Advisory LLC | 1,339 | $218K | 0.2% | -80.9% | 0.000% | |
| 5/9/2024 | Brighton Jones LLC | 40,220 | $6.55M | 0.2% | -1.9% | 0.006% | |
| 5/9/2024 | Leo Wealth LLC | 16,259 | $2.65M | 0.3% | +9.3% | 0.002% | |
| 5/9/2024 | Private Portfolio Partners LLC | 241,905 | $39.40M | 8.2% | +2.4% | 0.034% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 448,947 | $73.12M | 0.8% | +0.6% | 0.063% | |
| 5/9/2024 | Blair William & Co. IL | 701,896 | $114.31M | 0.4% | +4.9% | 0.098% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 6,605 | $1.08M | 0.0% | -53.7% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 32,145 | $5.24M | 0.1% | +3.1% | 0.005% | |
| 5/9/2024 | Wealthquest Corp | 1,325 | $216K | 0.0% | -6.2% | 0.000% | |
| 5/9/2024 | Condor Capital Management | 331,771 | $54.03M | 5.3% | -0.9% | 0.047% | |
| 5/9/2024 | JDM Financial Group LLC | 1,410 | $230K | 0.2% | -7.8% | 0.000% | |
| 5/9/2024 | Stuart Chaussee & Associates Inc. | 1,526 | $249K | 0.1% | +1,073.8% | 0.000% | |
| 5/9/2024 | Ledyard National Bank | 1,267 | $206K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Planning Directions Inc. | 11,393 | $1.86M | 1.3% | -8.5% | 0.002% | |
| 5/9/2024 | TBH Global Asset Management LLC | 112,389 | $18.30M | 3.7% | -19.1% | 0.016% | |
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| 5/9/2024 | SageView Advisory Group LLC | 5,093 | $796K | 0.0% | -90.7% | 0.001% | |
| 5/9/2024 | MB Generational Wealth LLC | 3,391 | $552K | 0.5% | -41.3% | 0.000% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 1,568 | $255K | 0.0% | -47.5% | 0.000% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 2,524 | $411K | 0.2% | N/A | 0.000% | |
| 5/9/2024 | Private Management Group Inc. | 3,328 | $542K | 0.0% | +58.6% | 0.000% | |
| 5/9/2024 | Angeles Wealth Management LLC | 184,718 | $30.08M | 3.0% | -7.6% | 0.026% | |
| 5/9/2024 | Interchange Capital Partners LLC | 47,338 | $7.83M | 5.3% | +4.4% | 0.007% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 185 | $30K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Camelot Portfolios LLC | 12,143 | $1.98M | 1.9% | -24.1% | 0.002% | |
| 5/9/2024 | Dearborn Partners LLC | 4,761 | $775K | 0.0% | +134.0% | 0.001% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 1,284 | $209K | 0.0% | -5.9% | 0.000% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 6,678 | $1.09M | 0.8% | +184.9% | 0.001% | |
| 5/9/2024 | WP Advisors LLC | 6,763 | $1.10M | 0.4% | +31.3% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 276,572 | $45.04M | 4.6% | +723.1% | 0.039% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 1,626 | $265K | 0.1% | N/A | 0.000% | |
| 5/8/2024 | Cozad Asset Management Inc. | 6,889 | $1.12M | 0.1% | +2.0% | 0.001% | |
| 5/8/2024 | Bell Investment Advisors Inc | 100,829 | $16.42M | 3.2% | -1.3% | 0.014% | |
| 5/8/2024 | MAI Capital Management | 160,129 | $26.08M | 0.3% | +40.8% | 0.022% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 226,705 | $36.92M | 2.3% | +5.8% | 0.032% | |
| 5/8/2024 | Private Wealth Advisors LLC | 46,635 | $7.60M | 3.1% | -9.3% | 0.007% | |
| 5/8/2024 | Sheets Smith Wealth Management | 37,398 | $6.09M | 0.7% | +100.7% | 0.005% | |
| 5/8/2024 | Bleakley Financial Group LLC | 559,606 | $91.14M | 2.6% | +1.4% | 0.078% | |
| 5/8/2024 | Winthrop Capital Management LLC | 28,923 | $4.71M | 2.2% | -0.4% | 0.004% | |
| 5/8/2024 | Heritage Wealth Advisors | 19,605 | $3.19M | 0.1% | -66.5% | 0.003% | |
| 5/8/2024 | Baron Wealth Management LLC | 2,966 | $483K | 0.3% | +82.6% | 0.000% | |
| 5/8/2024 | Focused Wealth Management Inc | 500,138 | $81.45M | 12.5% | +4.9% | 0.070% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 2,271,534 | $369.94M | 3.3% | +5.7% | 0.319% | |
| 5/8/2024 | US Bancorp DE | 932,872 | $151.93M | 0.2% | -15.3% | 0.131% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 41,489 | $6.76M | 1.6% | +1.0% | 0.006% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 36,612 | $5.96M | 0.5% | -10.8% | 0.005% | |
| 5/8/2024 | QRG Capital Management Inc. | 72,163 | $11.75M | 0.1% | +4.1% | 0.010% | |
| 5/8/2024 | O Dell Group LLC | 11,128 | $1.81M | 0.4% | +3.9% | 0.002% | |
| 5/8/2024 | Watershed Private Wealth LLC | 35,391 | $5.76M | 2.6% | +525.2% | 0.005% | |
| 5/8/2024 | Headlands Technologies LLC | 2,428 | $395K | 0.1% | N/A | 0.000% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 3,446 | $561K | 0.0% | -6.7% | 0.000% | |
| 5/8/2024 | Semus Wealth Partners LLC | 1,828 | $298K | 0.3% | -22.5% | 0.000% | |
| 5/8/2024 | Inspire Advisors LLC | 1,722 | $280K | 0.0% | -3.9% | 0.000% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 12,491 | $2.03M | 0.2% | -10.0% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 9,494 | $1.55M | 0.2% | -2.2% | 0.001% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 5,787 | $942K | 0.1% | -16.5% | 0.001% | |
| 5/7/2024 | Meeder Asset Management Inc. | 140,984 | $22.96M | 1.4% | +20.1% | 0.020% | |
| 5/7/2024 | Choate Investment Advisors | 11,936 | $1.94M | 0.1% | +120.4% | 0.002% | |
| 5/7/2024 | Fiduciary Family Office LLC | 2,768 | $451K | 0.2% | -24.9% | 0.000% | |
| 5/7/2024 | WNY Asset Management LLC | 8,697 | $1.42M | 0.2% | +1.3% | 0.001% | |
| 5/7/2024 | Sei Investments Co. | 3,144,522 | $512.12M | 0.8% | +4.1% | 0.441% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 96,081 | $15.60M | 3.2% | +2.8% | 0.013% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 3,265 | $532K | 0.1% | +12.6% | 0.000% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 10,685 | $1.74M | 0.2% | +5.8% | 0.001% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 158,617 | $25.83M | 1.0% | +10.4% | 0.022% | |
| 5/7/2024 | RPG Investment Advisory LLC | 4,262 | $694K | 0.1% | -2.7% | 0.001% | |
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| 5/7/2024 | Atomi Financial Group Inc. | 7,539 | $1.23M | 0.1% | -2.2% | 0.001% | |
| 5/7/2024 | Pecaut & CO. | 5,121 | $834K | 0.3% | -11.5% | 0.001% | |
| 5/7/2024 | Allegheny Financial Group LTD | 3,181 | $518K | 0.2% | -9.6% | 0.000% | |
| 5/7/2024 | Montag A & Associates Inc. | 29,243 | $4.76M | 0.2% | +0.5% | 0.004% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 4,388 | $715K | 0.1% | -11.1% | 0.001% | |
| 5/7/2024 | WealthPLAN Partners LLC | 2,414 | $393K | 0.0% | -16.2% | 0.000% | |
| 5/7/2024 | Horizon Investment Services LLC | 4,323 | $704K | 0.3% | -21.3% | 0.001% | |
| 5/7/2024 | 49 Wealth Management LLC | 187,702 | $30.45M | 6.5% | +13.3% | 0.026% | |
| 5/7/2024 | BOS Asset Management LLC | 9,562 | $1.56M | 0.8% | +0.8% | 0.001% | |
| 5/7/2024 | Facet Wealth Inc. | 1,387,677 | $220.39M | 7.4% | -13.5% | 0.195% | |
