| 5/7/2024 | Verus Capital Partners LLC | 19,162 | $1.77M | 0.2% | +37.1% | 0.006% | |
| 5/7/2024 | NorthRock Partners LLC | 6,656 | $626K | 0.1% | -47.6% | 0.002% | |
| 5/7/2024 | Sei Investments Co. | 1,976,660 | $182.68M | 0.3% | +5.3% | 0.611% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 40,742 | $3.77M | 0.1% | +56.5% | 0.013% | |
| 5/7/2024 | Atomi Financial Group Inc. | 39,010 | $3.61M | 0.3% | +60.2% | 0.012% | |
| 5/7/2024 | WealthPLAN Partners LLC | 17,174 | $1.59M | 0.2% | +5.1% | 0.005% | |
|
| 5/7/2024 | BOS Asset Management LLC | 3,448 | $319K | 0.2% | -51.1% | 0.001% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 55,106 | $5.09M | 1.4% | +12.0% | 0.017% | |
| 5/7/2024 | EQ LLC | 2,378 | $220K | 0.1% | N/A | 0.001% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 68,051 | $6.29M | 3.9% | +17.4% | 0.021% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 30,999 | $2.87M | 0.0% | +32.6% | 0.010% | |
| 5/7/2024 | PFG Advisors | 3,356 | $310K | 0.0% | -14.5% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 15,339 | $1.42M | 0.0% | +14.5% | 0.005% | |
| 5/7/2024 | Spectrum Investment Advisors Inc. | 75,283 | $6.96M | 5.1% | +2.0% | 0.023% | |
| 5/7/2024 | Moneda S.A. Administradora General de Fondos | 8,406 | $777K | 0.4% | -3.7% | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,792,215 | $258.06M | 1.0% | +6.3% | 0.863% | |
| 5/6/2024 | Leuthold Group LLC | 132,067 | $12.21M | 1.4% | -2.5% | 0.041% | |
| 5/6/2024 | Concord Investment Counsel Inc. | 7,881 | $728K | 0.3% | N/A | 0.002% | |
| 5/6/2024 | Advisory Services Network LLC | 53,595 | $4.95M | 0.1% | +21.9% | 0.017% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 635,717 | $58.75M | 13.0% | +4.6% | 0.196% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 3,432 | $317K | 0.2% | -39.8% | 0.001% | |
| 5/6/2024 | Advisory Alpha LLC | 6,384 | $590K | 0.0% | -5.1% | 0.002% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 119,027 | $11M | 5.2% | +7.7% | 0.037% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 85,808 | $7.93M | 0.4% | -20.5% | 0.027% | |
| 5/4/2024 | Riggs Asset Managment Co. Inc. | 19,695 | $1.82M | 0.5% | -7.1% | 0.006% | |
| 5/4/2024 | Csenge Advisory Group | 31,028 | $2.87M | 0.2% | +14.2% | 0.010% | |
| 5/4/2024 | Richardson Financial Services Inc. | 2,537 | $234K | 0.2% | +65.1% | 0.001% | |
| 5/3/2024 | FDx Advisors Inc. | 201,035 | $18.58M | 2.8% | -3.5% | 0.062% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 610,959 | $56.47M | 2.7% | +8.4% | 0.189% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 45,504 | $4.21M | 0.5% | +2.4% | 0.014% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 82,639 | $7.64M | 0.6% | +9.2% | 0.026% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 13,293 | $1.23M | 1.0% | +15.6% | 0.004% | |
| 5/3/2024 | Lutz Financial Services LLC | 303,450 | $28.05M | 2.4% | +134.5% | 0.094% | |
| 5/3/2024 | Delphi Financial Group Inc. | 15,500 | $1.43M | 0.9% | -24.4% | 0.005% | |
| 5/3/2024 | Proficio Capital Partners LLC | 100,968 | $9.33M | 1.0% | N/A | 0.031% | |
| 5/3/2024 | Liberty Wealth Management LLC | 58,200 | $5.37M | 1.0% | -22.2% | 0.018% | |
| 5/3/2024 | Smith Salley Wealth Management | 40,104 | $3.71M | 0.3% | N/A | 0.012% | |
| 5/3/2024 | Absolute Capital Management LLC | 6,248 | $577K | 0.4% | -5.1% | 0.002% | |
| 5/2/2024 | Mutual Advisors LLC | 37,423 | $3.46M | 0.1% | +6.7% | 0.012% | |
| 5/2/2024 | Diversified LLC | 9,847 | $910K | 0.1% | +17.1% | 0.003% | |
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| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 47,582 | $4.40M | 0.1% | -2.9% | 0.015% | |
| 5/2/2024 | Financial Counselors Inc. | 22,598 | $2.09M | 0.0% | +1.8% | 0.007% | |
| 5/2/2024 | AAFMAA Wealth Management & Trust LLC | 64,751 | $5.98M | 3.3% | +13.4% | 0.020% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 61,497 | $5.68M | 4.0% | N/A | 0.019% | |
| 5/2/2024 | Graypoint LLC | 54,008 | $4.99M | 0.4% | +4.6% | 0.017% | |
| 5/2/2024 | Haverford Trust Co | 540,307 | $49.94M | 0.5% | +0.4% | 0.167% | |
| 5/2/2024 | Lincoln National Corp | 63,471 | $5.87M | 0.1% | +71.6% | 0.020% | |
| 5/2/2024 | Fidelis Capital Partners LLC | 8,558 | $791K | 0.1% | +101.9% | 0.003% | |
| 5/2/2024 | Goelzer Investment Management Inc. | 153,511 | $14.19M | 0.8% | +29.4% | 0.047% | |
| 5/2/2024 | BNP Paribas | 12,000 | $1.11M | 0.1% | N/A | 0.004% | |
| 5/2/2024 | Choreo LLC | 47,380 | $4.38M | 0.1% | -20.8% | 0.015% | |
| 5/2/2024 | Palisade Asset Management LLC | 792 | $73K | 0.0% | N/A | 0.000% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 4,123 | $381K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,334,126 | $123.30M | 0.4% | +1.1% | 0.412% | |
| 5/1/2024 | BNP Paribas Financial Markets | 72,203 | $6.67M | 0.0% | +26.7% | 0.022% | |
| 5/1/2024 | Blue Trust Inc. | 1,480,433 | $136.82M | 1.9% | +2.6% | 0.457% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 504,771 | $46.65M | 0.1% | -6.5% | 0.156% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 237,239 | $21.93M | 1.4% | +2.9% | 0.073% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 17,986 | $1.66M | 0.0% | -5.7% | 0.006% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 138,550 | $12.81M | 3.0% | +4.9% | 0.043% | |
| 5/1/2024 | Diversify Advisory Services LLC | 38,883 | $3.56M | 0.2% | N/A | 0.012% | |
| 4/30/2024 | Private Advisor Group LLC | 151,354 | $13.99M | 0.1% | -3.2% | 0.049% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 6,566 | $607K | 0.0% | -1.7% | 0.002% | |
| 4/30/2024 | SWS Partners | 8,202 | $758K | 0.2% | +4.8% | 0.003% | |
| 4/30/2024 | MA Private Wealth | 43,329 | $4.00M | 0.8% | +684.7% | 0.014% | |
| 4/30/2024 | HB Wealth Management LLC | 2,938 | $272K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | Concord Wealth Partners | 1,050 | $97K | 0.0% | -37.8% | 0.000% | |
| 4/30/2024 | True Vision MN LLC | 45,594 | $4.09M | 2.9% | +25.8% | 0.015% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 102,218 | $9.45M | 2.2% | +3.5% | 0.033% | |
| 4/30/2024 | Perigon Wealth Management LLC | 142,901 | $13.21M | 0.4% | -1.2% | 0.046% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 3,803 | $348K | 0.2% | N/A | 0.001% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 29,809 | $2.76M | 0.2% | +13.5% | 0.010% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 288,623 | $26.68M | 0.0% | +3.7% | 0.093% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 675,712 | $62.45M | 0.1% | -6.6% | 0.218% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 4,593 | $425K | 0.0% | -9.4% | 0.001% | |
| 4/29/2024 | Boyd Watterson Asset Management LLC OH | 52,275 | $4.83M | 1.7% | -17.9% | 0.017% | |
| 4/29/2024 | Principal Financial Group Inc. | 6,448 | $596K | 0.0% | +3.7% | 0.002% | |
| 4/29/2024 | Sierra Capital LLC | 21,124 | $1.95M | 0.3% | -12.7% | 0.007% | |
| 4/29/2024 | RWA Wealth Partners LLC | 2,278,662 | $210.59M | 2.8% | +1.9% | 0.736% | |
| 4/26/2024 | UMB Bank n.a. | 9,356 | $865K | 0.0% | +5.3% | 0.003% | |
| 4/26/2024 | RCS Financial Planning LLC | 11,346 | $1.05M | 0.6% | -37.8% | 0.004% | |
| 4/26/2024 | Sage Advisory Services Ltd.Co. | 293,029 | $27.08M | 7.4% | +30.1% | 0.095% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 79,804 | $7.38M | 0.5% | -39.8% | 0.026% | |
| 4/26/2024 | Carr Financial Group Corp | 10,794 | $998K | 0.3% | -41.6% | 0.003% | |
| 4/26/2024 | MONECO Advisors LLC | 3,453 | $319K | 0.1% | -7.7% | 0.001% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 5,774 | $534K | 0.0% | +2.5% | 0.002% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 103,345 | $9.55M | 0.7% | +9.0% | 0.033% | |
| 4/26/2024 | Latitude Advisors LLC | 4,699 | $434K | 0.3% | +26.7% | 0.002% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 37,484 | $3.46M | 0.3% | +581.4% | 0.012% | |
| 4/26/2024 | Meridian Wealth Management LLC | 4,719 | $436K | 0.1% | -23.1% | 0.002% | |
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| 4/25/2024 | Allworth Financial LP | 2,777,089 | $256.66M | 1.8% | +5.8% | 0.897% | |
| 4/25/2024 | W Advisors LLC | 4,329 | $400K | 0.3% | +2.9% | 0.001% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 21,497 | $1.99M | 0.3% | +5.5% | 0.007% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 21,553 | $1.99M | 0.2% | -7.6% | 0.007% | |
| 4/25/2024 | Bank of New York Mellon Corp | 3,437,850 | $317.73M | 0.1% | -2.8% | 1.110% | |
| 4/25/2024 | Strategy Asset Managers LLC | 13,789 | $1.27M | 0.3% | -16.4% | 0.004% | |
| 4/25/2024 | HTLF Bank | 96,025 | $8.88M | 1.0% | +13.6% | 0.031% | |
| 4/25/2024 | Summit Financial LLC | 5,739 | $530K | 0.0% | -3.2% | 0.002% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 270,137 | $24.97M | 0.1% | +9.5% | 0.087% | |
| 4/24/2024 | Private Trust Co. NA | 32,084 | $2.97M | 0.3% | -9.8% | 0.010% | |
