| 5/10/2024 | TIAA Trust National Association | 4,583,976 | $526.97M | 1.6% | +0.0% | 4.102% | |
| 5/10/2024 | JPMorgan Chase & Co. | 11,029,932 | $1.27B | 0.1% | +3.3% | 9.870% | |
| 5/10/2024 | 1ST Source Bank | 13,003 | $1.50M | 0.1% | +6.4% | 0.012% | |
| 5/10/2024 | Nwam LLC | 3,579 | $407K | 0.0% | -49.1% | 0.003% | |
| 5/9/2024 | Blair William & Co. IL | 11,479 | $1.32M | 0.0% | -10.7% | 0.010% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 54,681 | $6.29M | 0.1% | -47.4% | 0.049% | |
|
| 5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,260 | $720K | 0.0% | N/A | 0.006% | |
| 5/8/2024 | Bell Investment Advisors Inc | 6,337 | $729K | 0.1% | -5.1% | 0.006% | |
| 5/8/2024 | West Wealth Group LLC | 20,578 | $2.37M | 0.9% | -82.7% | 0.018% | |
| 5/8/2024 | TSA Wealth Managment LLC | 7,422 | $853K | 0.4% | -74.4% | 0.007% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 75,434 | $8.67M | 0.1% | -30.9% | 0.068% | |
| 5/8/2024 | US Bancorp DE | 9,897 | $1.14M | 0.0% | -87.7% | 0.009% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 3,163 | $356K | 0.1% | -42.9% | 0.003% | |
| 5/8/2024 | QRG Capital Management Inc. | 1,855 | $213K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 19,477 | $2.24M | 0.2% | -24.7% | 0.017% | |
| 5/7/2024 | WNY Asset Management LLC | 4,904 | $564K | 0.1% | -5.4% | 0.004% | |
| 5/7/2024 | Sei Investments Co. | 118,710 | $13.65M | 0.0% | -27.1% | 0.106% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 7,978 | $917K | 0.0% | -17.0% | 0.007% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,287 | $493K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | Facet Wealth Inc. | 54,456 | $6.18M | 0.2% | -0.6% | 0.049% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 15,133 | $1.74M | 1.1% | -36.0% | 0.014% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 2,223 | $256K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | PFG Advisors | 5,723 | $658K | 0.0% | +2.5% | 0.005% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 61,501 | $7.07M | 0.2% | -1.4% | 0.055% | |
| 5/7/2024 | Wealthspire Advisors LLC | 16,789 | $1.93M | 0.0% | -6.2% | 0.015% | |
| 5/7/2024 | SG Americas Securities LLC | 415,857 | $47.81M | 0.2% | N/A | 0.372% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 757,806 | $87.12M | 0.3% | -59.8% | 0.678% | |
| 5/6/2024 | SYM FINANCIAL Corp | 7,982 | $918K | 0.2% | +44.4% | 0.007% | |
| 5/6/2024 | Gallacher Capital Management LLC | 1,866 | $215K | 0.1% | N/A | 0.002% | |
| 5/6/2024 | Advisory Services Network LLC | 65,032 | $7.48M | 0.2% | -17.2% | 0.058% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 6,513 | $749K | 0.5% | -14.2% | 0.006% | |
| 5/6/2024 | Advisory Alpha LLC | 12,127 | $1.39M | 0.1% | -6.9% | 0.011% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 1,035 | $119K | 0.0% | -83.3% | 0.001% | |
| 5/4/2024 | Keener Financial Planning LLC | 6,234 | $717K | 0.5% | -1.7% | 0.006% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,297 | $149K | 0.0% | +28.9% | 0.001% | |
| 5/4/2024 | Gould Asset Management LLC CA | 15,346 | $1.76M | 0.4% | -3.7% | 0.014% | |
| 5/4/2024 | Buck Wealth Strategies LLC | 3,308 | $380K | 0.1% | N/A | 0.003% | |
| 5/4/2024 | Csenge Advisory Group | 18,002 | $2.07M | 0.1% | -44.0% | 0.016% | |
| 5/3/2024 | Catalina Capital Group LLC | 3,559 | $409K | 0.2% | -32.6% | 0.003% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 16,746 | $1.93M | 0.1% | -44.5% | 0.015% | |
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| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,761 | $3.08M | 0.4% | -93.8% | 0.024% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 10,458 | $1.20M | 0.1% | -5.0% | 0.009% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 3,116 | $358K | 0.3% | -49.8% | 0.003% | |
| 5/3/2024 | Liberty Wealth Management LLC | 8,463 | $985K | 0.2% | -68.3% | 0.008% | |
| 5/3/2024 | Whittier Trust Co. | 2,265 | $260K | 0.0% | +13.3% | 0.002% | |
| 5/2/2024 | Mutual Advisors LLC | 49,436 | $5.68M | 0.2% | -23.8% | 0.045% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 1,760 | $202K | 0.1% | N/A | 0.002% | |
| 5/2/2024 | Financial Counselors Inc. | 6,173 | $710K | 0.0% | +14.8% | 0.006% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 3,465 | $398K | 0.0% | +5.6% | 0.003% | |
| 5/2/2024 | Lincoln National Corp | 63,424 | $7.29M | 0.1% | -9.7% | 0.057% | |
| 5/2/2024 | Choreo LLC | 171,792 | $19.75M | 0.5% | -0.9% | 0.156% | |
| 5/2/2024 | Presilium Private Wealth LLC | 6,191 | $712K | 0.2% | -7.1% | 0.006% | |
| 5/2/2024 | Crown Wealth Group LLC | 10,127 | $1.16M | 0.6% | -6.9% | 0.009% | |
| 5/2/2024 | PDS Planning Inc | 2,472 | $284K | 0.0% | -8.3% | 0.002% | |
| 5/1/2024 | StoneX Group Inc. | 11,989 | $1.38M | 0.2% | -1.3% | 0.011% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 9,107 | $1.05M | 0.1% | N/A | 0.008% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 204,743 | $23.54M | 0.1% | -67.7% | 0.185% | |
| 5/1/2024 | BNP Paribas Financial Markets | 450,787 | $51.82M | 0.0% | +386.8% | 0.408% | |
| 5/1/2024 | Blue Trust Inc. | 26,243 | $3.02M | 0.0% | -72.2% | 0.024% | |
| 5/1/2024 | Klingman & Associates LLC | 1,826 | $210K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Summit Wealth Group LLC | 45,769 | $5.26M | 3.6% | -4.1% | 0.041% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 526,300 | $60.50M | 0.1% | -18.0% | 0.477% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 19,315 | $2.22M | 0.1% | -51.7% | 0.017% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 849 | $98K | 0.0% | -17.3% | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 165,601 | $19.04M | 0.5% | -1.1% | 0.150% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 4,900 | $563K | 0.0% | -24.0% | 0.004% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 15,919 | $1.83M | 0.0% | -8.4% | 0.014% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 92,981 | $10.69M | 2.5% | -0.8% | 0.084% | |
| 5/1/2024 | Diversify Advisory Services LLC | 27,222 | $3.12M | 0.2% | N/A | 0.025% | |
| 4/30/2024 | Private Advisor Group LLC | 55,729 | $6.41M | 0.0% | -15.6% | 0.050% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 11,083 | $1.27M | 0.1% | +13.2% | 0.010% | |
| 4/30/2024 | MA Private Wealth | 50,910 | $5.85M | 1.2% | -32.5% | 0.046% | |
| 4/30/2024 | HB Wealth Management LLC | 25,340 | $2.91M | 0.0% | +0.6% | 0.023% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 1,888 | $217K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Concord Wealth Partners | 385 | $44K | 0.0% | -76.5% | 0.000% | |
| 4/30/2024 | JMG Financial Group Ltd. | 11,693 | $1.34M | 0.1% | -4.5% | 0.011% | |
| 4/30/2024 | True Vision MN LLC | 12,448 | $1.39M | 1.0% | -36.1% | 0.011% | |
| 4/30/2024 | Macroview Investment Management LLC | 21,088 | $2.42M | 2.7% | -28.2% | 0.019% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 144,804 | $16.65M | 0.9% | +5.0% | 0.131% | |
| 4/30/2024 | Arkadios Wealth Advisors | 1,884 | $217K | 0.0% | -35.3% | 0.002% | |
| 4/30/2024 | Caprock Group LLC | 3,559 | $409K | 0.0% | +5.3% | 0.003% | |
| 4/30/2024 | Perigon Wealth Management LLC | 43,777 | $5.03M | 0.2% | -27.2% | 0.040% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 2,669 | $306K | 0.2% | -47.1% | 0.002% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 2,101 | $242K | 0.1% | -32.6% | 0.002% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 43,117 | $4.96M | 0.4% | -20.3% | 0.039% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 951,194 | $109.35M | 0.2% | -10.0% | 0.862% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 14,010 | $1.61M | 0.0% | -1.7% | 0.013% | |
| 4/29/2024 | Aspire Wealth Management Corp | 622 | $72K | 0.0% | -92.4% | 0.001% | |
| 4/29/2024 | RWA Wealth Partners LLC | 1,903 | $219K | 0.0% | N/A | 0.002% | |
| 4/27/2024 | Riverwater Partners LLC | 5,214 | $599K | 0.4% | -7.7% | 0.005% | |
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| 4/26/2024 | RCS Financial Planning LLC | 11,325 | $1.30M | 0.8% | -33.7% | 0.010% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 385 | $44K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 42,223 | $4.85M | 0.3% | -2.7% | 0.038% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 33,266 | $3.82M | 0.5% | -22.2% | 0.030% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 2,678 | $308K | 0.0% | -24.1% | 0.002% | |
| 4/26/2024 | Bogart Wealth LLC | 33,669 | $3.87M | 0.2% | +3.6% | 0.031% | |
| 4/25/2024 | W Advisors LLC | 12,115 | $1.39M | 1.0% | -25.5% | 0.011% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 7,849 | $902K | 0.1% | -28.1% | 0.007% | |
| 4/25/2024 | Villere ST Denis J & Co. LLC | 6,952 | $799K | 0.1% | -8.9% | 0.006% | |
| 4/25/2024 | Strategy Asset Managers LLC | 7,812 | $898K | 0.2% | -4.4% | 0.007% | |
