| 5/11/2024 | Davis R M Inc. | 3,930 | $214K | 0.0% | -21.2% | 0.002% | |
| 5/11/2024 | Jacobi Capital Management LLC | 3,737 | $203K | 0.0% | -9.0% | 0.002% | |
| 5/10/2024 | TIAA Trust National Association | 21,375 | $1.16M | 0.0% | -8.5% | 0.012% | |
| 5/10/2024 | ARK & TLK Investments LLC | 49,741 | $2.71M | 0.9% | -15.5% | 0.027% | |
| 5/10/2024 | Truepoint Inc. | 1,573,506 | $85.65M | 2.4% | -3.2% | 0.850% | |
| 5/9/2024 | Forum Financial Management LP | 9,086,153 | $494.56M | 8.5% | -0.9% | 4.909% | |
|
| 5/9/2024 | Blair William & Co. IL | 3,680 | $200K | 0.0% | +35.1% | 0.002% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 68,274 | $3.72M | 0.0% | +22.7% | 0.037% | |
| 5/9/2024 | Renasant Bank | 26,436 | $1.44M | 1.0% | N/A | 0.014% | |
| 5/9/2024 | SageView Advisory Group LLC | 4,976 | $271K | 0.0% | -21.0% | 0.003% | |
| 5/9/2024 | Angeles Wealth Management LLC | 3,158 | $172K | 0.0% | +327.9% | 0.002% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 35,325 | $1.92M | 0.0% | +69.7% | 0.019% | |
| 5/8/2024 | US Bancorp DE | 47,192 | $2.57M | 0.0% | +21.8% | 0.025% | |
| 5/8/2024 | QRG Capital Management Inc. | 5,566 | $303K | 0.0% | +42.8% | 0.003% | |
| 5/8/2024 | Tranquility Partners LLC | 4,596 | $250K | 0.1% | +7.9% | 0.002% | |
| 5/8/2024 | Watershed Private Wealth LLC | 99,084 | $5.39M | 2.4% | -9.3% | 0.054% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 6,137 | $334K | 0.0% | -27.4% | 0.003% | |
| 5/7/2024 | WMG Financial Advisors LLC | 13,964 | $760K | 0.4% | -5.3% | 0.008% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 25,217 | $1.37M | 0.2% | +14.5% | 0.014% | |
| 5/7/2024 | Significant Wealth Partners LLC | 4,611 | $251K | 0.2% | N/A | 0.002% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 524,987 | $28.58M | 2.8% | -2.5% | 0.284% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 29,972 | $1.63M | 1.0% | -1.2% | 0.016% | |
| 5/7/2024 | BOS Asset Management LLC | 20,449 | $1.11M | 0.6% | +2.4% | 0.011% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 164,903 | $8.98M | 0.1% | +4.7% | 0.089% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 856,066 | $46.60M | 1.4% | +0.9% | 0.462% | |
| 5/7/2024 | TAGStone Capital Inc. | 87,945 | $4.79M | 2.8% | +2.2% | 0.048% | |
| 5/7/2024 | Empowered Funds LLC | 217,885 | $11.86M | 0.2% | N/A | 0.118% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 224,600 | $12.23M | 5.1% | -0.3% | 0.121% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 148,691 | $8.09M | 1.1% | -0.9% | 0.080% | |
| 5/4/2024 | Hemington Wealth Management | 8,844 | $482K | 0.2% | -15.6% | 0.005% | |
| 5/4/2024 | Disciplined Equity Management Inc. | 345,107 | $18.78M | 12.5% | +3.8% | 0.187% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,831 | $317K | 0.0% | -42.4% | 0.003% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 8,652 | $471K | 0.3% | -4.3% | 0.005% | |
| 5/4/2024 | Team Hewins LLC | 1,005,673 | $54.74M | 7.5% | -0.2% | 0.544% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 12,899 | $702K | 0.0% | +16.2% | 0.007% | |
| 5/3/2024 | TFB Advisors LLC | 6,241 | $320K | 0.1% | N/A | 0.003% | |
| 5/3/2024 | Larson Financial Group LLC | 386,177 | $21.02M | 1.6% | -1.5% | 0.209% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,563 | $466K | 0.1% | +9.2% | 0.005% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 55,980 | $3.05M | 0.9% | -38.3% | 0.030% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 31,860 | $1.73M | 0.1% | +1.3% | 0.017% | |
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| 5/3/2024 | Lutz Financial Services LLC | 146,102 | $7.95M | 0.7% | -3.4% | 0.079% | |
| 5/3/2024 | Liberty Wealth Management LLC | 142,513 | $7.76M | 1.5% | -0.5% | 0.077% | |
| 5/2/2024 | First Command Advisory Services Inc. | 348,533 | $18.97M | 0.2% | +16.8% | 0.188% | |
| 5/2/2024 | Financial Counselors Inc. | 35,076 | $1.91M | 0.0% | N/A | 0.019% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 52,960 | $2.88M | 2.5% | +27.7% | 0.029% | |
| 5/2/2024 | St. Louis Trust Co | 6,762 | $368K | 0.1% | N/A | 0.004% | |
| 5/2/2024 | Choreo LLC | 509,175 | $27.71M | 0.7% | -2.5% | 0.275% | |
| 5/2/2024 | Better Money Decisions LLC | 138,953 | $7.56M | 6.0% | +43.8% | 0.075% | |
| 5/1/2024 | Stone Point Wealth LLC | 11,161 | $607K | 0.2% | -5.9% | 0.006% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 104,862 | $5.71M | 1.4% | -3.7% | 0.057% | |
| 5/1/2024 | Blue Trust Inc. | 9,500 | $517K | 0.0% | -11.0% | 0.005% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 718,356 | $39.10M | 0.5% | +2.1% | 0.388% | |
| 5/1/2024 | Diversify Advisory Services LLC | 22,621 | $1.22M | 0.1% | N/A | 0.012% | |
| 4/30/2024 | Private Advisor Group LLC | 35,766 | $1.95M | 0.0% | -25.2% | 0.019% | |
| 4/30/2024 | Lodestone Wealth Management LLC | 9,538 | $519K | 0.3% | +33.4% | 0.005% | |
| 4/30/2024 | TFC Financial Management Inc. | 535,565 | $29.15M | 5.2% | -1.5% | 0.289% | |
| 4/30/2024 | Hartline Investment Corp | 75,665 | $4.12M | 0.7% | N/A | 0.041% | |
| 4/30/2024 | HB Wealth Management LLC | 11,884 | $647K | 0.0% | -8.9% | 0.006% | |
| 4/30/2024 | SpiderRock Advisors LLC | 57,196 | $2.95M | 0.1% | N/A | 0.031% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 75,145 | $4.09M | 2.9% | -75.2% | 0.041% | |
| 4/30/2024 | RF&L Wealth Management LLC | 298,385 | $16.24M | 12.5% | -1.0% | 0.161% | |
| 4/30/2024 | Vance Wealth Inc. | 12,256 | $667K | 0.3% | +6.4% | 0.007% | |
| 4/30/2024 | Private Wealth Management Group LLC | 90,236 | $4.91M | 2.2% | -1.4% | 0.049% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 628,078 | $34.19M | 1.9% | +4.7% | 0.340% | |
| 4/30/2024 | Perigon Wealth Management LLC | 7,475 | $407K | 0.0% | -17.0% | 0.004% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 383,176 | $20.86M | 0.0% | +5.0% | 0.207% | |
| 4/29/2024 | Greenleaf Trust | 7,396 | $403K | 0.0% | +33.3% | 0.004% | |
| 4/29/2024 | Castle Wealth Management LLC | 5,804 | $316K | 0.2% | -7.6% | 0.003% | |
| 4/29/2024 | Wealthspan Partners LLC | 21,866 | $1.19M | 0.7% | +3.1% | 0.012% | |
| 4/29/2024 | American Capital Advisory LLC | 934 | $51K | 0.0% | -57.4% | 0.001% | |
| 4/29/2024 | PBMares Wealth Management LLC | 388,091 | $21.12M | 5.5% | -1.3% | 0.210% | |
| 4/29/2024 | Intelligent Financial Strategies | 896 | $49K | 0.0% | -34.9% | 0.000% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 37,263 | $2.03M | 0.8% | +2.6% | 0.020% | |
| 4/27/2024 | Capital Performance Advisors LLP | 818,186 | $44.53M | 17.0% | -1.1% | 0.442% | |
| 4/27/2024 | Austin Asset Management Co Inc | 175,891 | $9.57M | 2.1% | -2.9% | 0.095% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 140,749 | $7.66M | 0.5% | +1.2% | 0.076% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 16,455 | $896K | 0.1% | +7.6% | 0.009% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 332,002 | $18.07M | 3.2% | -3.5% | 0.179% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 7,540 | $410K | 0.0% | N/A | 0.004% | |
| 4/26/2024 | Claris Advisors LLC MO | 78,067 | $4.25M | 2.1% | -1.5% | 0.042% | |
| 4/25/2024 | Allworth Financial LP | 508,503 | $27.68M | 0.2% | -0.6% | 0.275% | |
| 4/25/2024 | Glassy Mountain Advisors Inc. | 155,027 | $8.44M | 3.2% | +3.3% | 0.084% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 7,981 | $434K | 0.0% | -15.6% | 0.004% | |
| 4/25/2024 | Keb Asset Management LLC | 630,859 | $34.34M | 11.7% | 0.0% | 0.341% | |
| 4/25/2024 | IFG Advisors LLC | 4,871 | $265K | 0.1% | N/A | 0.003% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 594,283 | $32.35M | 0.1% | -5.8% | 0.321% | |
| 4/25/2024 | Intergy Private Wealth LLC | 19,998 | $1.09M | 0.4% | -1.4% | 0.011% | |
| 4/24/2024 | Zhang Financial LLC | 24,503 | $1.33M | 0.1% | -3.5% | 0.013% | |
| 4/24/2024 | 1900 Wealth Management LLC | 103,154 | $5.62M | 0.5% | -3.4% | 0.056% | |
| 4/24/2024 | Activest Wealth Management | 128,904 | $7.02M | 3.4% | +5.4% | 0.070% | |
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| 4/24/2024 | Paragon Financial Partners Inc. | 10,164 | $553K | 0.5% | +100.0% | 0.005% | |
| 4/24/2024 | Spire Wealth Management | 182,442 | $9.93M | 0.4% | +2.5% | 0.099% | |
| 4/23/2024 | Busey Bank | 4,546 | $247K | 0.0% | N/A | 0.002% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,470 | $80K | 0.0% | -35.8% | 0.001% | |
| 4/23/2024 | Live Oak Private Wealth LLC | 55,382 | $3.01M | 0.5% | +3.7% | 0.030% | |
| 4/23/2024 | Fifth Third Bancorp | 8,966 | $488K | 0.0% | -4.1% | 0.005% | |
| 4/23/2024 | Revisor Wealth Management LLC | 10,488 | $560K | 0.3% | N/A | 0.006% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 742,460 | $40.41M | 0.1% | +6.8% | 0.401% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 4,037 | $220K | 0.1% | N/A | 0.002% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 160,594 | $8.74M | 0.8% | +17.1% | 0.087% | |
