| 7/23/2021 | Independence Bank of Kentucky | 7,020 | $1.80M | 0.8% | +16.7% | 0.015% | |
| 7/22/2021 | Wealth CMT | 72,204 | $18.48M | 12.0% | +0.1% | 0.156% | |
| 7/21/2021 | Meridian Financial Partners LLC | 37,843 | $9.70M | 6.6% | +4.2% | 0.082% | |
| 7/21/2021 | TIAA FSB | 176,200 | $45.09M | 0.2% | -0.7% | 0.381% | |
| 7/21/2021 | Family Firm Inc. | 232,971 | $59.62M | 16.2% | -0.3% | 0.504% | |
| 7/20/2021 | SOL Capital Management CO | 1,417 | $0.36M | 0.1% | -3.7% | 0.003% | |
| 7/19/2021 | SkyOak Wealth LLC | 3,734 | $0.96M | 0.3% | -5.4% | 0.008% | |
| 7/17/2021 | Brookstone Capital Management | 6,975 | $1.81M | 0.0% | N/A | 0.015% | |
| 7/15/2021 | ETF Portfolio Partners Inc. | 5,116 | $1.31M | 0.5% | +0.8% | 0.011% | |
| 7/15/2021 | Pflug Koory LLC | 872 | $0.22M | 0.1% | N/A | 0.002% | |
|
| 7/13/2021 | Prosperity Planning Inc. | 4,210 | $1.08M | 0.7% | -12.4% | 0.009% | |
| 7/9/2021 | Pure Financial Advisors Inc. | 3,770 | $0.97M | 0.1% | -1.9% | 0.008% | |
| 7/6/2021 | Summit Financial Group Inc. | 875 | $0.22M | 0.1% | -62.3% | 0.002% | |
| 6/17/2021 | Geneos Wealth Management Inc. | 123,803 | $30.91M | 0.9% | -0.6% | 0.266% | |
| 6/10/2021 | Lokken Investment Group LLC | 5,689 | $1.35M | 1.2% | -0.7% | 0.012% | |
| 6/5/2021 | Advisory Services Network LLC | 4,024 | $0.96M | 0.0% | -2.9% | 0.009% | |
| 5/29/2021 | Warren Averett Asset Management LLC | 19,969 | $4.94M | 0.5% | -10.2% | 0.043% | |
| 5/26/2021 | New South Capital Management Inc. | 23,640 | $5.61M | 0.2% | -7.9% | 0.051% | |
| 5/22/2021 | Tectonic Advisors LLC | 300 | $71K | 0.0% | +50.0% | 0.001% | |
| 5/21/2021 | Colony Group LLC | 1,713 | $0.41M | 0.0% | +3.9% | 0.004% | |
| 5/20/2021 | Rockbridge Investment Management LCC | 5,521 | $1.31M | 0.2% | -1.5% | 0.012% | |
| 5/20/2021 | tru Independence LLC | 2,570 | $0.61M | 0.1% | N/A | 0.006% | |
| 5/19/2021 | Baker Tilly Wealth Management LLC | 14,685 | $3.48M | 0.7% | +10.1% | 0.032% | |
| 5/19/2021 | ARS Wealth Advisors LLC | 8,530 | $2.02M | 0.4% | -6.4% | 0.018% | |
| 5/19/2021 | Fiduciary Trust Co. | 32,857 | $7.79M | 0.2% | -0.7% | 0.071% | |
| 5/19/2021 | Rinet Co LLC | 8,156 | $1.94M | 0.4% | -20.1% | 0.018% | |
| 5/18/2021 | Homrich & Berg | 3,755 | $0.89M | 0.0% | +6.7% | 0.008% | |
| 5/18/2021 | Cornerstone Capital Inc. | 993 | $0.24M | 0.0% | +4.5% | 0.002% | |
| 5/18/2021 | Morgan Stanley | 601,919 | $142.79M | 0.0% | +2.9% | 1.304% | |
| 5/18/2021 | First Heartland Consultants Inc. | 10,722 | $2.54M | 0.4% | +6.8% | 0.023% | |
| 5/18/2021 | Court Place Advisors LLC | 4,072 | $0.97M | 0.3% | -7.6% | 0.009% | |
| 5/18/2021 | Glenmede Trust Co. NA | 35,310 | $8.38M | 0.0% | -2.5% | 0.077% | |
| 5/18/2021 | Capital Analysts LLC | 3,505 | $0.83M | 0.1% | -3.9% | 0.008% | |
| 5/18/2021 | Ameritas Investment Company LLC | 856 | $0.20M | 0.0% | N/A | 0.002% | |
| 5/18/2021 | Beacon Pointe Advisors LLC | 37,978 | $9.01M | 0.6% | -0.8% | 0.082% | |
| 5/17/2021 | Sentinel Trust Co. LBA | 223,369 | $52.99M | 9.4% | +6.7% | 0.484% | |
| 5/17/2021 | EP Wealth Advisors LLC | 9,991 | $2.37M | 0.1% | -8.0% | 0.022% | |
| 5/17/2021 | Royal Bank of Canada | 75,676 | $17.95M | 0.0% | -4.1% | 0.164% | |
| 5/17/2021 | Veritable L.P. | 12,700 | $3.01M | 0.1% | -6.9% | 0.028% | |
| 5/17/2021 | Derby & Company Inc. | 144,699 | $34.33M | 7.7% | +3.5% | 0.314% | |
| 5/17/2021 | Hemenway Trust Co LLC | 1,300 | $0.31M | 0.0% | -13.3% | 0.003% | |
| 5/17/2021 | Captrust Financial Advisors | 48,730 | $11.56M | 0.1% | +11.6% | 0.106% | |
| 5/17/2021 | Ameriprise Financial Inc. | 757,009 | $180.30M | 0.1% | -6.6% | 1.640% | |
| 5/17/2021 | HRT Financial LP | 6,795 | $1.61M | 0.0% | +9.5% | 0.015% | |
| 5/17/2021 | Kayne Anderson Rudnick Investment Management LLC | 5,860 | $1.39M | 0.0% | -2.1% | 0.013% | |
| 5/17/2021 | Goldman Sachs Group Inc. | 646,748 | $153.43M | 0.0% | +4.1% | 1.401% | |
| 5/14/2021 | Brown Advisory Inc. | 37,187 | $8.82M | 0.0% | -43.5% | 0.081% | |
| 5/14/2021 | MML Investors Services LLC | 25,162 | $5.97M | 0.1% | +12.7% | 0.055% | |
| 5/14/2021 | Stephens Inc. AR | 149,505 | $35.47M | 0.6% | +25.1% | 0.324% | |
| 5/14/2021 | Johnson Investment Counsel Inc. | 51,864 | $12.30M | 0.2% | +0.7% | 0.112% | |
| 5/14/2021 | Clearstead Advisors LLC | 97,082 | $23.03M | 1.9% | -0.1% | 0.210% | |
| 5/14/2021 | Stifel Financial Corp | 24,203 | $5.74M | 0.0% | -4.1% | 0.052% | |
| 5/14/2021 | Credit Suisse AG | 9,274 | $2.20M | 0.0% | +6.6% | 0.020% | |
| 5/13/2021 | Bessemer Group Inc. | 175,955 | $41.74M | 0.1% | -2.6% | 0.381% | |
| 5/13/2021 | Franklin Resources Inc. | 130,935 | $31.06M | 0.0% | +6.4% | 0.284% | |
| 5/13/2021 | Lcnb Corp | 11,792 | $2.80M | 1.5% | -1.7% | 0.026% | |
| 5/13/2021 | Laird Norton Trust Company LLC | 80,529 | $18.32M | 2.0% | -0.5% | 0.174% | |
| 5/13/2021 | RMR Wealth Builders | 740 | $0.18M | 0.0% | +1,175.9% | 0.002% | |
| 5/13/2021 | Renaissance Technologies LLC | 2,500 | $0.59M | 0.0% | N/A | 0.005% | |
| 5/13/2021 | Amalgamated Bank | 62,449 | $14.82M | 0.6% | +9.6% | 0.135% | |
| 5/13/2021 | GM Advisory Group Inc. | 138,941 | $32.96M | 4.0% | +3.9% | 0.301% | |
| 5/13/2021 | Epstein & White Financial LLC | 65,275 | $15.48M | 4.5% | -4.8% | 0.141% | |
| 5/13/2021 | Lido Advisors LLC | 23,430 | $5.56M | 0.2% | -2.0% | 0.051% | |
| 5/13/2021 | Sand Hill Global Advisors LLC | 15,406 | $3.66M | 0.2% | -8.8% | 0.033% | |
| 5/13/2021 | Bank of New York Mellon Corp | 732,194 | $173.70M | 0.0% | -2.0% | 1.587% | |
| 5/13/2021 | Citigroup Inc. | 17,263 | $4.10M | 0.0% | +5.2% | 0.037% | |
| 5/13/2021 | Howe & Rusling Inc. | 2,545 | $0.60M | 0.1% | +606.9% | 0.006% | |
| 5/13/2021 | Blair William & Co. IL | 200,517 | $47.57M | 0.2% | -1.2% | 0.434% | |
| 5/13/2021 | Evoke Wealth LLC | 2,293 | $0.54M | 0.0% | +285.4% | 0.005% | |
| 5/13/2021 | Bank of Montreal Can | 1,123 | $0.28M | 0.0% | -61.4% | 0.002% | |
| 5/13/2021 | Baird Financial Group Inc. | 20,809 | $4.94M | 0.0% | -2.7% | 0.045% | |
| 5/13/2021 | Aviva PLC | 228,716 | $54.26M | 0.3% | +8.3% | 0.496% | |
| 5/13/2021 | Paracle Advisors LLC | 2,035 | $0.48M | 0.1% | +6.6% | 0.004% | |
| 5/13/2021 | Capstone Financial Advisors Inc. | 2,210 | $0.52M | 0.0% | -59.4% | 0.005% | |
| 5/12/2021 | Bradley & Co. Private Wealth Management LLC | 1,557 | $0.37M | 0.3% | N/A | 0.003% | |
| 5/12/2021 | Northern Trust Corp | 1,048,507 | $248.74M | 0.0% | -3.6% | 2.272% | |
| 5/12/2021 | Chilton Capital Management LLC | 3,114 | $0.74M | 0.0% | N/A | 0.007% | |
| 5/12/2021 | Cerity Partners LLC | 4,609 | $1.09M | 0.0% | +21.8% | 0.010% | |
| 5/12/2021 | SCS Capital Management LLC | 2,939,096 | $697.24M | 13.2% | -3.4% | 6.369% | |
| 5/12/2021 | Cresset Asset Management LLC | 190,823 | $45.27M | 0.7% | +0.1% | 0.413% | |
| 5/12/2021 | TCTC Holdings LLC | 161 | $38K | 0.0% | -49.8% | 0.000% | |
| 5/12/2021 | Prudential Financial Inc. | 22,543 | $5.35M | 0.0% | -20.7% | 0.049% | |
| 5/12/2021 | Financial Engines Advisors L.L.C. | 4,463 | $1.06M | 0.0% | -1.1% | 0.010% | |
| 5/12/2021 | JPMorgan Chase & Co. | 288,639 | $68.47M | 0.0% | +10.1% | 0.625% | |
| 5/12/2021 | Quantitative Advantage LLC | 160,050 | $37.97M | 7.4% | +69.5% | 0.347% | |
| 5/12/2021 | CIBC Private Wealth Group LLC | 9,708 | $2.30M | 0.0% | +3.5% | 0.021% | |
| 5/12/2021 | Brinker Capital Investments LLC | 25,177 | $5.97M | 0.1% | -29.0% | 0.055% | |
| 5/12/2021 | Pinnacle Advisory Group Inc. | 1,276 | $0.30M | 0.0% | N/A | 0.003% | |
| 5/12/2021 | UBS Group AG | 554,650 | $131.58M | 0.0% | +0.9% | 1.202% | |
| 5/12/2021 | BOK Financial Private Wealth Inc. | 5,751 | $1.36M | 0.1% | +3.8% | 0.012% | |
| 5/11/2021 | Mercer Global Advisors Inc. ADV | 20,907 | $4.96M | 0.0% | +208.0% | 0.045% | |
| 5/11/2021 | Fund Evaluation Group LLC | 22,247 | $5.28M | 0.6% | -7.5% | 0.048% | |
| 5/11/2021 | Wind River Trust Co | 141,575 | $33.59M | 12.1% | N/A | 0.307% | |
| 5/11/2021 | Boston Private Wealth LLC | 12,368 | $2.93M | 0.0% | -1.5% | 0.027% | |
| 5/11/2021 | Lumature Wealth Partners LLC | 119 | $28K | 0.0% | -52.8% | 0.000% | |
| 5/11/2021 | Aspiriant LLC | 22,352 | $5.30M | 0.3% | +8.4% | 0.048% | |
| 5/11/2021 | Ballentine Partners LLC | 189,430 | $44.94M | 1.7% | +16.6% | 0.409% | |
| 5/11/2021 | Synovus Financial Corp | 105,437 | $25.01M | 0.3% | -0.5% | 0.228% | |
| 5/11/2021 | Wilbanks Smith & Thomas Asset Management LLC | 2,334 | $0.55M | 0.0% | +2.0% | 0.005% | |
| 5/11/2021 | Waldron Private Wealth LLC | 85,901 | $20.38M | 1.4% | -6.2% | 0.186% | |
