| 7/29/2021 | Red Door Wealth Management LLC | 4,828 | $1.30M | 0.5% | +25.5% | 0.001% | |
| 7/29/2021 | Bellecapital International Ltd. | 2,770 | $0.75M | 0.2% | +3.0% | 0.001% | |
| 7/29/2021 | Ahrens Investment Partners LLC | 2,220 | $0.60M | 0.3% | -22.6% | 0.000% | |
| 7/28/2021 | Moody Lynn & Lieberson LLC | 23,547 | $6.36M | 0.5% | +285.5% | 0.005% | |
| 7/28/2021 | Howland Capital Management LLC | 199,023 | $53.76M | 2.8% | +0.3% | 0.044% | |
| 7/28/2021 | Miracle Mile Advisors LLC | 2,749 | $0.74M | 0.0% | +7.3% | 0.001% | |
| 7/28/2021 | DAVENPORT & Co LLC | 985,178 | $266.14M | 2.0% | +5.6% | 0.217% | |
| 7/28/2021 | Altfest L J & Co. Inc. | 5,788 | $1.56M | 0.3% | -34.4% | 0.001% | |
| 7/28/2021 | Cantillon Capital Management LLC | 1,967,250 | $531.43M | 3.6% | -1.1% | 0.434% | |
| 7/27/2021 | V Wealth Advisors LLC | 3,654 | $0.99M | 0.2% | +8.7% | 0.001% | |
|
| 7/27/2021 | Aptus Capital Advisors LLC | 37,173 | $10.05M | 0.3% | +14.1% | 0.008% | |
| 7/27/2021 | Eukles Asset Management | 592 | $0.16M | 0.1% | N/A | 0.000% | |
| 7/27/2021 | Sequoia Financial Advisors LLC | 1,642 | $0.44M | 0.0% | +4.9% | 0.000% | |
| 7/27/2021 | Heritage Wealth Advisors | 348 | $78K | 0.0% | +14.5% | 0.000% | |
| 7/26/2021 | Schmidt P J Investment Management Inc. | 17,172 | $4.90M | 1.0% | -2.1% | 0.004% | |
| 7/26/2021 | Berkshire Bank | 5,892 | $1.59M | 0.4% | +15.9% | 0.001% | |
| 7/26/2021 | Brown Miller Wealth Management LLC | 14,673 | $3.96M | 2.5% | +1.8% | 0.003% | |
| 7/26/2021 | Rheos Capital Works Inc. | 282,900 | $76.42M | 3.9% | +1.7% | 0.062% | |
| 7/26/2021 | Harel Insurance Investments & Financial Services Ltd. | 5,684 | $4.83M | 0.1% | +149.8% | 0.001% | |
| 7/24/2021 | CHICAGO TRUST Co NA | 3,509 | $0.95M | 0.2% | +165.8% | 0.001% | |
| 7/23/2021 | Oregon Public Employees Retirement Fund | 37,632 | $10.17M | 0.1% | +1.9% | 0.008% | |
| 7/23/2021 | TCW Group Inc. | 1,000,824 | $270.36M | 2.3% | -1.6% | 0.221% | |
| 7/23/2021 | Archford Capital Strategies LLC | 838 | $0.23M | 0.1% | -71.5% | 0.000% | |
| 7/23/2021 | Tranquility Partners LLC | 4,945 | $1.34M | 0.8% | +20.1% | 0.001% | |
| 7/23/2021 | EFG Asset Management Americas Corp. | 1,090 | $0.29M | 0.1% | -7.8% | 0.000% | |
| 7/22/2021 | Family Capital Trust Co | 22,499 | $6.08M | 1.7% | +1.4% | 0.005% | |
| 7/22/2021 | Financial Consulate Inc. | 1,836 | $0.50M | 0.2% | +10.5% | 0.000% | |
| 7/22/2021 | Traynor Capital Management Inc. | 6,984 | $1.91M | 0.3% | -3.2% | 0.002% | |
| 7/22/2021 | Welch & Forbes LLC | 12,880 | $3.48M | 0.1% | +36.6% | 0.003% | |
| 7/22/2021 | M. Kulyk & Associates LLC | 13,880 | $3.75M | 1.4% | +32.4% | 0.003% | |
| 7/21/2021 | TIAA FSB | 122,881 | $33.20M | 0.1% | -6.1% | 0.027% | |
| 7/21/2021 | Spirit of America Management Corp NY | 6,150 | $1.66M | 0.4% | +3.4% | 0.001% | |
| 7/20/2021 | Raymond James Trust N.A. | 10,879 | $2.94M | 0.1% | +2.9% | 0.002% | |
| 7/20/2021 | Cottage Street Advisors LLC | 8,826 | $2.39M | 1.4% | -2.3% | 0.002% | |
| 7/20/2021 | Transform Wealth LLC | 8,285 | $2.24M | 0.3% | +207.8% | 0.002% | |
| 7/20/2021 | Segment Wealth Management LLC | 31,125 | $8.41M | 1.0% | +3.8% | 0.007% | |
| 7/19/2021 | Minot Wealth Management LLC | 6,780 | $1.89M | 0.4% | +45.1% | 0.001% | |
| 7/19/2021 | Stratos Wealth Partners LTD. | 21,721 | $5.87M | 0.1% | +1.6% | 0.005% | |
| 7/19/2021 | Manning & Napier Group LLC | 448,848 | $121.25M | 1.0% | -3.0% | 0.099% | |
| 7/19/2021 | WD Rutherford LLC | 3,793 | $1.03M | 0.6% | +1.2% | 0.001% | |
| 7/17/2021 | Brookstone Capital Management | 1,546 | $0.43M | 0.0% | N/A | 0.000% | |
| 7/17/2021 | Connolly Sarah T. | 4,180 | $1.13M | 0.9% | +1.2% | 0.001% | |
| 7/17/2021 | Lake Street Financial LLC | 809 | $0.22M | 0.1% | N/A | 0.000% | |
| 7/17/2021 | Eagle Global Advisors LLC | 28,425 | $7.68M | 0.5% | +1.9% | 0.006% | |
| 7/16/2021 | TRH Financial LLC | 1,464 | $0.40M | 0.2% | -16.9% | 0.000% | |
| 7/16/2021 | IFM Investors Pty Ltd | 57,500 | $15.53M | 0.3% | +21.0% | 0.013% | |
| 7/15/2021 | Baskin Financial Services Inc. | 98,168 | $26.52M | 2.4% | +6.0% | 0.022% | |
| 7/15/2021 | Stock Yards Bank & Trust Co. | 82,636 | $22.32M | 1.4% | -0.4% | 0.018% | |
| 7/14/2021 | Perkins Coie Trust Co | 14,560 | $3.93M | 1.2% | +2.5% | 0.003% | |
| 7/13/2021 | Gofen & Glossberg LLC IL | 36,631 | $9.90M | 0.2% | -0.1% | 0.008% | |
| 7/13/2021 | New Mexico Educational Retirement Board | 30,268 | $8.18M | 0.3% | +7.8% | 0.007% | |
| 7/13/2021 | Wealth Alliance Advisory Group LLC | 1,919 | $0.52M | 0.3% | +7.9% | 0.000% | |
| 7/13/2021 | Sound Income Strategies LLC | 158 | $43K | 0.0% | +116.4% | 0.000% | |
| 7/13/2021 | Patten & Patten Inc. TN | 8,330 | $2.25M | 0.2% | +53.0% | 0.002% | |
| 7/12/2021 | State of Alaska Department of Revenue | 260,711 | $70.43M | 0.7% | +8.0% | 0.057% | |
| 7/12/2021 | Gradient Investments LLC | 45,338 | $12.25M | 0.4% | +1.6% | 0.010% | |
| 7/12/2021 | Cooper Financial Group | 986 | $0.27M | 0.1% | -63.3% | 0.000% | |
| 7/9/2021 | Vigilant Capital Management LLC | 1,076 | $0.29M | 0.0% | -6.8% | 0.000% | |
| 7/9/2021 | Salvus Wealth Management LLC | 7,391 | $2M | 1.7% | +7.6% | 0.002% | |
| 7/9/2021 | WealthTrust Asset Management LLC | 10,389 | $2.81M | 2.4% | N/A | 0.002% | |
| 7/7/2021 | JLP Asset Management LLC | 61,500 | $16.61M | 8.9% | +20.8% | 0.014% | |
| 7/7/2021 | Bath Savings Trust Co | 69,351 | $18.73M | 2.2% | +3.2% | 0.015% | |
| 7/6/2021 | Fulton Bank N.A. | 5,246 | $1.42M | 0.1% | -1.1% | 0.001% | |
| 7/6/2021 | Hodges Capital Management Inc. | 900 | $0.24M | 0.0% | N/A | 0.000% | |
| 6/23/2021 | StoneX Group Inc. | 1,563 | $0.37M | 0.1% | +20.3% | 0.000% | |
| 6/17/2021 | Geneos Wealth Management Inc. | 4,566 | $1.16M | 0.0% | +1.2% | 0.001% | |
| 6/16/2021 | Coldstream Capital Management Inc. | 12,912 | $3.09M | 0.2% | +13.5% | 0.003% | |
| 6/15/2021 | HM Payson & Co. | 34,077 | $8.15M | 0.2% | +0.9% | 0.008% | |
| 6/8/2021 | KB Financial Partners LLC | 186 | $44K | 0.0% | N/A | 0.000% | |
| 6/5/2021 | Advisory Services Network LLC | 14,760 | $3.53M | 0.1% | -13.9% | 0.003% | |
| 6/2/2021 | Intrust Bank NA | 8,492 | $2.03M | 0.3% | -13.0% | 0.002% | |
| 6/1/2021 | Advisor Partners LLC | 15,628 | $3.74M | 0.3% | -7.9% | 0.003% | |
| 5/29/2021 | Rehmann Capital Advisory Group | 1,639 | $0.39M | 0.0% | -4.3% | 0.000% | |
| 5/28/2021 | Columbia Asset Management | 1,784 | $0.43M | 0.1% | +18.5% | 0.000% | |
| 5/28/2021 | Schroder Investment Management Group | 122,854 | $29.37M | 0.0% | -1.1% | 0.027% | |
| 5/28/2021 | StrongBox Wealth LLC | 3,347 | $0.80M | 0.5% | -2.1% | 0.001% | |
| 5/28/2021 | Adams Chetwood Wealth Management LLC | 4,059 | $0.97M | 0.7% | +2.4% | 0.001% | |
| 5/27/2021 | Sunbelt Securities Inc. | 1,502 | $0.36M | 0.1% | -13.1% | 0.000% | |
| 5/27/2021 | Fragasso Group Inc. | 20,755 | $4.96M | 0.7% | +12.0% | 0.005% | |
| 5/26/2021 | Aspire Private Capital LLC | 943 | $0.23M | 0.1% | +81.3% | 0.000% | |
| 5/25/2021 | 180 Wealth Advisors LLC | 1,287 | $0.32M | 0.1% | -28.7% | 0.000% | |
| 5/25/2021 | Regency Capital Management Inc. DE | 3,363 | $0.80M | 0.8% | N/A | 0.001% | |
| 5/24/2021 | Sargent Bickham Lagudis LLC | 27,129 | $6.49M | 0.6% | +0.8% | 0.006% | |
| 5/24/2021 | Kingsview Wealth Management LLC | 16,480 | $3.96M | 0.2% | +18.9% | 0.004% | |
| 5/24/2021 | Garde Capital Inc. | 438 | $0.11M | 0.0% | N/A | 0.000% | |
| 5/24/2021 | Pendal Group Limited | 478,877 | $114.48M | 1.1% | +397.1% | 0.106% | |
| 5/22/2021 | Teachers Retirement System of The State of Kentucky | 114,609 | $27.40M | 0.3% | -7.6% | 0.025% | |
| 5/21/2021 | Childress Capital Advisors LLC | 882 | $0.21M | 0.1% | +12.5% | 0.000% | |
| 5/21/2021 | Stonnington Group LLC | 2,052 | $0.50M | 0.1% | N/A | 0.000% | |
| 5/21/2021 | Colony Group LLC | 20,139 | $4.81M | 0.1% | +3.9% | 0.004% | |
| 5/20/2021 | B. Metzler seel. Sohn & Co. Holding AG | 28,953 | $6.92M | 0.1% | -54.4% | 0.006% | |
| 5/20/2021 | Slow Capital Inc. | 14,070 | $3.36M | 0.7% | +28.9% | 0.003% | |
| 5/20/2021 | Cim Investment Mangement Inc. | 3,615 | $0.86M | 0.3% | -3.5% | 0.001% | |
| 5/19/2021 | Gladstone Institutional Advisory LLC | 856 | $0.21M | 0.0% | N/A | 0.000% | |
| 5/19/2021 | Baker Tilly Wealth Management LLC | 2,290 | $0.55M | 0.1% | N/A | 0.001% | |
| 5/19/2021 | Virtu Financial LLC | 13,927 | $3.33M | 0.2% | N/A | 0.003% | |
| 5/19/2021 | Cypress Capital LLC | 6,084 | $1.45M | 0.6% | +11.3% | 0.001% | |
| 5/19/2021 | TownSquare Capital LLC | 1,315 | $0.31M | 0.0% | -39.5% | 0.000% | |
| 5/19/2021 | Visionary Wealth Advisors | 1,898 | $0.45M | 0.0% | +37.3% | 0.000% | |
| 5/19/2021 | Fiduciary Trust Co. | 61,588 | $14.72M | 0.3% | -4.4% | 0.014% | |
