| 5/15/2024 | BOKF NA | 704 | $122K | 0.0% | -26.4% | 0.001% | |
| 5/15/2024 | Kestra Advisory Services LLC | 70,696 | $12.39M | 0.1% | +16.5% | 0.066% | |
| 5/15/2024 | LRI Investments LLC | 437 | $75K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Linscomb Wealth Inc. | 73,808 | $12.94M | 0.7% | +5.5% | 0.069% | |
| 5/14/2024 | Toronto Dominion Bank | 90,000 | $15.77M | 0.0% | -10.0% | 0.084% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 1,147 | $201K | 0.0% | -14.8% | 0.001% | |
|
| 5/14/2024 | EP Wealth Advisors LLC | 58,332 | $10.22M | 0.1% | -2.2% | 0.054% | |
| 5/14/2024 | CreativeOne Wealth LLC | 2,050 | $359K | 0.0% | +14.3% | 0.002% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 1,952 | $342K | 0.1% | N/A | 0.002% | |
| 5/14/2024 | Vident Advisory LLC | 36,055 | $6.32M | 0.1% | +5.1% | 0.034% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 1,191 | $209K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Evermay Wealth Management LLC | 2,825 | $495K | 0.1% | -7.2% | 0.003% | |
| 5/14/2024 | InterOcean Capital Group LLC | 2,489 | $436K | 0.0% | -25.9% | 0.002% | |
| 5/14/2024 | Pitcairn Co. | 35,507 | $6.22M | 0.4% | N/A | 0.033% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 25,769 | $4.52M | 0.3% | -21.7% | 0.024% | |
| 5/13/2024 | Bessemer Group Inc. | 99,800 | $17.49M | 0.0% | -66.9% | 0.093% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 6,693 | $1.17M | 0.4% | N/A | 0.006% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 2,046 | $359K | 0.0% | +99.0% | 0.002% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 34,643 | $6.07M | 0.2% | +1,673.8% | 0.032% | |
| 5/11/2024 | Jacobi Capital Management LLC | 6,298 | $1.10M | 0.1% | +7.1% | 0.006% | |
| 5/10/2024 | Osaic Holdings Inc. | 310,771 | $54.49M | 0.1% | -60.8% | 0.289% | |
| 5/10/2024 | Vanguard Group Inc. | 643,146 | $112.72M | 0.0% | +29.7% | 0.599% | |
| 5/10/2024 | Broadview Financial Management LLC | 1,172 | $205K | 0.1% | N/A | 0.001% | |
| 5/10/2024 | Clearstead Trust LLC | 1,508 | $264K | 0.1% | -85.0% | 0.001% | |
| 5/10/2024 | Wintrust Investments LLC | 8,796 | $1.54M | 0.1% | -0.8% | 0.008% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 16,939 | $2.97M | 0.0% | -1.4% | 0.016% | |
| 5/9/2024 | Blair William & Co. IL | 64,133 | $11.24M | 0.0% | -0.9% | 0.060% | |
| 5/9/2024 | Coho Partners Ltd. | 5,031 | $882K | 0.0% | -12.4% | 0.005% | |
| 5/9/2024 | SageView Advisory Group LLC | 2,617 | $470K | 0.0% | -99.5% | 0.002% | |
| 5/9/2024 | MB Generational Wealth LLC | 2,899 | $508K | 0.5% | +82.3% | 0.003% | |
| 5/9/2024 | Private Management Group Inc. | 3,062 | $537K | 0.0% | N/A | 0.003% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 1,360 | $238K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Bleakley Financial Group LLC | 4,216 | $739K | 0.0% | +46.3% | 0.004% | |
| 5/8/2024 | Great Diamond Partners LLC | 67,347 | $11.80M | 2.7% | +10.6% | 0.063% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 12,655 | $2.22M | 0.0% | -7.1% | 0.012% | |
| 5/8/2024 | US Bancorp DE | 1,022,948 | $179.29M | 0.2% | +5.4% | 0.952% | |
| 5/8/2024 | SP Asset Management LLC | 1,764 | $309K | 0.0% | -4.3% | 0.002% | |
| 5/7/2024 | NorthRock Partners LLC | 14,600 | $2.56M | 0.2% | +38.8% | 0.014% | |
| 5/7/2024 | Choate Investment Advisors | 2,500 | $438K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Chilton Capital Management LLC | 17,180 | $3.01M | 0.1% | +0.4% | 0.016% | |
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| 5/7/2024 | Concurrent Investment Advisors LLC | 13,298 | $2.33M | 0.1% | -9.5% | 0.012% | |
| 5/7/2024 | RPG Investment Advisory LLC | 2,792 | $489K | 0.1% | -2.1% | 0.003% | |
| 5/7/2024 | Atomi Financial Group Inc. | 1,986 | $348K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Facet Wealth Inc. | 10,744 | $1.84M | 0.1% | -3.0% | 0.010% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 1,159 | $203K | 0.2% | N/A | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 33,496 | $5.87M | 0.1% | +4.3% | 0.031% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,491 | $261K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Wealthspire Advisors LLC | 732,919 | $128.46M | 1.7% | +0.7% | 0.682% | |
| 5/7/2024 | Howard Wealth Management LLC | 8,049 | $1.41M | 1.1% | -3.4% | 0.007% | |
| 5/7/2024 | Retirement Planning Co of New England Inc. | 2,197 | $385K | 0.2% | -4.4% | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 899,128 | $157.59M | 0.6% | -9.6% | 0.837% | |
| 5/6/2024 | SYM FINANCIAL Corp | 2,013 | $353K | 0.1% | N/A | 0.002% | |
| 5/6/2024 | Manchester Capital Management LLC | 4,605 | $807K | 0.1% | -4.7% | 0.004% | |
| 5/6/2024 | Advisory Alpha LLC | 2,041 | $358K | 0.0% | -14.9% | 0.002% | |
| 5/4/2024 | Howland Capital Management LLC | 2,425 | $425K | 0.0% | -11.0% | 0.002% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 3,506 | $614K | 0.2% | -42.8% | 0.003% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 15,394 | $2.70M | 0.1% | +2.3% | 0.014% | |
| 5/4/2024 | Gould Asset Management LLC CA | 40,615 | $7.12M | 1.7% | +1.6% | 0.038% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,748 | $306K | 0.2% | +90.6% | 0.002% | |
| 5/3/2024 | MontVue Capital Management Inc. | 23,742 | $4.16M | 3.7% | +0.5% | 0.022% | |
| 5/3/2024 | TFB Advisors LLC | 12,270 | $2.02M | 0.7% | +26.1% | 0.011% | |
| 5/3/2024 | Larson Financial Group LLC | 489 | $86K | 0.0% | +254.3% | 0.000% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,926 | $338K | 0.0% | -5.4% | 0.002% | |
| 5/3/2024 | United Community Bank | 25,121 | $4.40M | 1.7% | -10.5% | 0.023% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 6,893 | $1.21M | 0.0% | +7.5% | 0.006% | |
| 5/2/2024 | Mutual Advisors LLC | 57,577 | $10.09M | 0.3% | +3.4% | 0.054% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 1,863 | $326K | 0.1% | -26.0% | 0.002% | |
| 5/2/2024 | Centerpoint Advisors LLC | 6,334 | $1.11M | 0.4% | -21.9% | 0.006% | |
| 5/2/2024 | Choreo LLC | 6,130 | $1.07M | 0.0% | +1.9% | 0.006% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 9,259 | $1.63M | 0.3% | -3.6% | 0.009% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 17,219 | $3.02M | 0.0% | -11.5% | 0.016% | |
| 5/1/2024 | BNP Paribas Financial Markets | 21,912 | $3.84M | 0.0% | +50.7% | 0.020% | |
| 5/1/2024 | CWS Financial Advisors LLC | 30,160 | $5.29M | 2.2% | -11.0% | 0.028% | |
| 5/1/2024 | Blue Trust Inc. | 532,712 | $93.37M | 1.3% | -3.2% | 0.496% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 6,790 | $1.19M | 0.1% | -4.2% | 0.006% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 15,579 | $2.73M | 0.3% | -14.9% | 0.015% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 6,134 | $1.08M | 0.3% | +1.8% | 0.006% | |
| 4/30/2024 | Private Advisor Group LLC | 96,870 | $16.98M | 0.1% | +6.4% | 0.090% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 75,457 | $13.23M | 0.7% | +11.4% | 0.070% | |
| 4/30/2024 | Curtis Advisory Group LLC | 25,655 | $4.50M | 1.7% | +0.7% | 0.024% | |
| 4/30/2024 | North Star Investment Management Corp. | 43,365 | $7.60M | 0.5% | +3.0% | 0.040% | |
| 4/30/2024 | Fairman Group LLC | 697 | $122K | 0.1% | -20.1% | 0.001% | |
| 4/30/2024 | Norden Group LLC | 176,274 | $30.90M | 2.3% | +186.1% | 0.164% | |
| 4/30/2024 | HB Wealth Management LLC | 7,352 | $1.29M | 0.0% | +2.8% | 0.007% | |
| 4/30/2024 | Concord Wealth Partners | 335 | $59K | 0.0% | N/A | 0.000% | |
| 4/30/2024 | Vance Wealth Inc. | 1,189 | $208K | 0.1% | N/A | 0.001% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 6,815 | $1.19M | 0.3% | -3.0% | 0.006% | |
| 4/30/2024 | Caprock Group LLC | 3,309 | $580K | 0.0% | +77.0% | 0.003% | |
| 4/30/2024 | Perigon Wealth Management LLC | 2,374 | $416K | 0.0% | +27.6% | 0.002% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 3,453 | $600K | 0.4% | +38.6% | 0.003% | |
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| 4/30/2024 | Mayflower Financial Advisors LLC | 1,732 | $304K | 0.0% | N/A | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 206,134 | $36.13M | 0.1% | +1.8% | 0.192% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,253 | $220K | 0.0% | -21.4% | 0.001% | |
| 4/29/2024 | Cabana LLC | 10,610 | $1.86M | 7.9% | -24.7% | 0.010% | |
| 4/29/2024 | Aspire Wealth Management Corp | 1,739 | $305K | 0.2% | +23.3% | 0.002% | |
| 4/29/2024 | Union Savings Bank | 863 | $151K | 0.1% | -10.4% | 0.001% | |
| 4/27/2024 | Tenon Financial LLC | 132,626 | $23.25M | 19.6% | N/A | 0.123% | |
| 4/26/2024 | Plan Group Financial LLC | 1,647 | $289K | 0.2% | N/A | 0.002% | |
| 4/26/2024 | UMB Bank n.a. | 8,720 | $1.53M | 0.0% | -10.3% | 0.008% | |
| 4/26/2024 | LifeSteps Financial Inc. | 956 | $168K | 0.1% | N/A | 0.001% | |
