| 5/15/2024 | SVB Wealth LLC | 646,131 | $63.28M | 1.4% | +67.8% | 0.058% | |
| 5/15/2024 | Transcendent Capital Group LLC | 10,068 | $986K | 0.5% | +1.4% | 0.001% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 4,859 | $476K | 0.0% | -46.6% | 0.000% | |
| 5/15/2024 | Evergreen Wealth Solutions LLC | 99,016 | $9.70M | 7.2% | +101.1% | 0.009% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 858 | $84K | 0.0% | -17.8% | 0.000% | |
| 5/15/2024 | Geisinger Health | 1,515,813 | $148.46M | 34.4% | -13.8% | 0.136% | |
|
| 5/15/2024 | Fairview Capital Investment Management LLC | 198,782 | $19.47M | 1.1% | +45.9% | 0.018% | |
| 5/15/2024 | BOKF NA | 285,234 | $27.65M | 0.5% | -53.3% | 0.026% | |
| 5/15/2024 | Kestra Advisory Services LLC | 273,647 | $26.80M | 0.2% | +0.1% | 0.025% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 39,537 | $3.87M | 0.1% | -33.8% | 0.004% | |
| 5/15/2024 | Lazard Asset Management LLC | 244,236 | $23.92M | 0.0% | -8.3% | 0.022% | |
| 5/15/2024 | LRI Investments LLC | 346 | $33K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | 1832 Asset Management L.P. | 1,262,301 | $123.63M | 0.1% | +0.8% | 0.113% | |
| 5/15/2024 | Linscomb Wealth Inc. | 60,574 | $5.93M | 0.3% | +3.0% | 0.005% | |
| 5/15/2024 | GE Investment Management CORP. | 1,281,472 | $125.51M | 11.9% | N/A | 0.115% | |
| 5/15/2024 | Guardian Capital Advisors LP | 7,003 | $669K | 0.1% | +59.2% | 0.001% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 6,597 | $646K | 0.1% | -2.9% | 0.001% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 15,956 | $1.56M | 0.0% | -18.5% | 0.001% | |
| 5/14/2024 | JT Stratford LLC | 2,439 | $239K | 0.0% | -81.7% | 0.000% | |
| 5/14/2024 | Cadence Bank | 3,657 | $358K | 0.0% | -5.6% | 0.000% | |
| 5/14/2024 | Stamos Capital Partners L.P. | 1,156,800 | $113.30M | 25.7% | +64.5% | 0.104% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 1,610,932 | $157.78M | 4.3% | +6.1% | 0.145% | |
| 5/14/2024 | EP Wealth Advisors LLC | 1,552,117 | $152.01M | 1.8% | -13.6% | 0.140% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 33,955 | $3.33M | 1.6% | N/A | 0.003% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 560,466 | $54.89M | 2.0% | +1.4% | 0.050% | |
| 5/14/2024 | CreativeOne Wealth LLC | 54,342 | $5.32M | 0.2% | +11.8% | 0.005% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 12,374 | $1.21M | 0.1% | -43.8% | 0.001% | |
| 5/14/2024 | Northwest Wealth Management LLC | 3,807 | $373K | 0.1% | -23.9% | 0.000% | |
| 5/14/2024 | Evermay Wealth Management LLC | 54,859 | $5.37M | 0.8% | +219,336.0% | 0.005% | |
| 5/14/2024 | Tiemann Investment Advisors LLC | 145,683 | $14.27M | 6.4% | +12.9% | 0.013% | |
| 5/14/2024 | Pitcairn Co. | 15,957 | $1.56M | 0.1% | -79.7% | 0.001% | |
| 5/14/2024 | Passaic Partners LLC | 270,966 | $26.54M | 3.8% | +10.2% | 0.024% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 3,149 | $308K | 0.0% | +55.0% | 0.000% | |
| 5/14/2024 | Vaughan David Investments LLC IL | 2,050 | $201K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Twin Capital Management Inc. | 3,124 | $305K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | National Bank of Canada FI | 558,613 | $53.76M | 0.1% | +2.3% | 0.050% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 83,782 | $8.21M | 0.4% | +0.2% | 0.008% | |
| 5/14/2024 | Arjuna Capital | 946 | $93K | 0.0% | N/A | 0.000% | |
| 5/13/2024 | Bessemer Group Inc. | 26,940 | $2.64M | 0.0% | -7.6% | 0.002% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 5,190 | $508K | 0.2% | N/A | 0.000% | |
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| 5/13/2024 | Hilltop Partners LLC | 181,779 | $17.80M | 6.4% | +94.5% | 0.016% | |
| 5/13/2024 | PYA Waltman Capital LLC | 9,489 | $929K | 0.3% | -7.2% | 0.001% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 261,343 | $25.60M | 7.4% | +5.9% | 0.023% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 127,029 | $12.44M | 1.4% | +26.7% | 0.011% | |
| 5/13/2024 | Texas Capital Bancshares Inc TX | 30,329 | $2.97M | 1.3% | +28.9% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,165,874 | $114.19M | 1.3% | +67.7% | 0.105% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 410,487 | $40.20M | 1.4% | -0.2% | 0.037% | |
| 5/13/2024 | Alerus Financial NA | 785,455 | $76.93M | 5.8% | +2.1% | 0.071% | |
| 5/13/2024 | Rockport Wealth LLC | 4,714 | $462K | 0.2% | N/A | 0.000% | |
| 5/11/2024 | Spreng Capital Management Inc. | 10,045 | $984K | 0.5% | +1.4% | 0.001% | |
| 5/11/2024 | Lcnb Corp | 23,725 | $2.32M | 0.8% | +2.0% | 0.002% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 791,157 | $77.49M | 6.3% | +57.4% | 0.071% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 11,514 | $1.13M | 0.6% | -15.4% | 0.001% | |
| 5/11/2024 | NYL Investors LLC | 33,700 | $3.30M | 0.1% | +9.4% | 0.003% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 4,545 | $445K | 0.0% | -6.5% | 0.000% | |
| 5/11/2024 | Cynosure Group LLC | 81,612 | $7.99M | 1.4% | +69.2% | 0.007% | |
| 5/11/2024 | ESL Trust Services LLC | 1,400 | $137K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Continental Investors Services Inc. | 28,232 | $2.74M | 6.5% | +11.8% | 0.003% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 96,919 | $9.49M | 1.7% | +0.6% | 0.009% | |
| 5/11/2024 | Jacobi Capital Management LLC | 12,337 | $1.21M | 0.1% | -16.2% | 0.001% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 109,858 | $10.76M | 0.5% | +14.5% | 0.010% | |
| 5/11/2024 | Patten & Patten Inc. TN | 7,176 | $703K | 0.1% | N/A | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,254,506 | $122.89M | 0.3% | -66.0% | 0.114% | |
| 5/10/2024 | Blue Barn Wealth LLC | 83,247 | $8.15M | 4.6% | +5.7% | 0.008% | |
| 5/10/2024 | Fiducient Advisors LLC | 86,444 | $8.47M | 1.7% | +71.8% | 0.008% | |
| 5/10/2024 | TIAA Trust National Association | 8,462,773 | $829.12M | 2.5% | +11.4% | 0.766% | |
| 5/10/2024 | Clearstead Trust LLC | 934 | $91K | 0.0% | -30.0% | 0.000% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 47,053 | $4.61M | 0.7% | -11.6% | 0.004% | |
| 5/10/2024 | Towercrest Capital Management | 305,677 | $29.94M | 5.0% | +5.7% | 0.028% | |
| 5/10/2024 | First Foundation Advisors | 216,815 | $21.24M | 0.8% | +54.7% | 0.020% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 11,045 | $1.08M | 0.4% | N/A | 0.001% | |
| 5/10/2024 | ARK & TLK Investments LLC | 2,631 | $258K | 0.1% | N/A | 0.000% | |
| 5/10/2024 | Bright Financial Advisors Inc. | 316,967 | $30.25M | 21.9% | N/A | 0.029% | |
| 5/10/2024 | J.Safra Asset Management Corp | 47,205 | $4.62M | 0.5% | +8.9% | 0.004% | |
| 5/10/2024 | 1ST Source Bank | 48,306 | $4.73M | 0.3% | +0.6% | 0.004% | |
| 5/10/2024 | Garrison Point Advisors LLC | 12,645 | $1.24M | 0.8% | +4.9% | 0.001% | |
| 5/10/2024 | GM Advisory Group LLC | 92,147 | $9.03M | 0.6% | -3.8% | 0.008% | |
| 5/10/2024 | Nwam LLC | 99,463 | $9.61M | 0.8% | -2.5% | 0.009% | |
| 5/9/2024 | RFP Financial Group LLC | 109,333 | $10.71M | 4.2% | +2.7% | 0.010% | |
| 5/9/2024 | Delos Wealth Advisors LLC | 20,554 | $2.01M | 2.3% | +22.7% | 0.002% | |
| 5/9/2024 | Leo Wealth LLC | 5,128 | $498K | 0.1% | -5.8% | 0.000% | |
| 5/9/2024 | Blair William & Co. IL | 121,487 | $11.90M | 0.0% | -0.8% | 0.011% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 681,933 | $66.79M | 0.7% | -13.0% | 0.062% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 22,452 | $2.20M | 0.1% | +15.3% | 0.002% | |
| 5/9/2024 | Midwest Professional Planners LTD. | 77,656 | $7.61M | 2.7% | +4.3% | 0.007% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 913,407 | $89.46M | 2.2% | +9.3% | 0.083% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 152,865 | $14.97M | 1.6% | -0.8% | 0.014% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 186,394 | $18.26M | 0.8% | +16.9% | 0.017% | |
| 5/9/2024 | TBH Global Asset Management LLC | 159,832 | $15.65M | 3.1% | -17.5% | 0.014% | |
| 5/9/2024 | SageView Advisory Group LLC | 5,392 | $501K | 0.0% | -99.8% | 0.000% | |
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| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 5,964 | $584K | 0.0% | +7.8% | 0.001% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 5,434 | $532K | 0.2% | N/A | 0.000% | |
| 5/9/2024 | Souders Financial Advisors | 244,257 | $23.92M | 3.8% | +8.8% | 0.022% | |
| 5/9/2024 | Texas Yale Capital Corp. | 2,890 | $283K | 0.0% | +9.5% | 0.000% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 629 | $62K | 0.0% | +591.2% | 0.000% | |
| 5/9/2024 | Dearborn Partners LLC | 16,536 | $1.62M | 0.1% | +97.4% | 0.001% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 24,047 | $2.36M | 0.5% | +14.0% | 0.002% | |
| 5/9/2024 | WP Advisors LLC | 69,413 | $6.80M | 2.2% | N/A | 0.006% | |
| 5/9/2024 | New Insight Wealth Advisors | 2,206 | $216K | 0.1% | -27.6% | 0.000% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 17,332 | $1.70M | 0.2% | -19.9% | 0.002% | |
