| 5/17/2024 | Citizens Financial Group Inc. RI | 3,678 | $1.06M | 0.0% | +20.5% | 0.003% | |
| 5/17/2024 | XML Financial LLC | 81,786 | $23.56M | 2.4% | +0.9% | 0.067% | |
| 5/17/2024 | Tandem Capital Management Corp ADV | 2,860 | $824K | 0.5% | +2.1% | 0.002% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 39,498 | $11.38M | 1.0% | +0.2% | 0.032% | |
| 5/17/2024 | Hancock Whitney Corp | 3,841 | $1.11M | 0.0% | -82.6% | 0.003% | |
| 5/17/2024 | Comerica Bank | 683,658 | $196.91M | 0.8% | -4.9% | 0.557% | |
|
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 15,927 | $4.59M | 0.1% | +0.5% | 0.013% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 10,549 | $3.04M | 0.1% | N/A | 0.009% | |
| 5/16/2024 | High Falls Advisors Inc | 806 | $232K | 0.1% | N/A | 0.001% | |
| 5/16/2024 | Benchmark Investment Advisors LLC | 822 | $237K | 0.2% | N/A | 0.001% | |
| 5/16/2024 | Waverly Advisors LLC | 360,850 | $103.94M | 2.4% | +6.7% | 0.294% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 31,675 | $9.12M | 0.1% | -2.2% | 0.026% | |
| 5/16/2024 | Captrust Financial Advisors | 968,007 | $278.82M | 0.9% | +17.5% | 0.789% | |
| 5/15/2024 | Ascent Group LLC | 10,181 | $2.93M | 0.3% | -3.7% | 0.008% | |
| 5/15/2024 | SVB Wealth LLC | 24,603 | $7.09M | 0.2% | +4.7% | 0.020% | |
| 5/15/2024 | Evergreen Wealth Solutions LLC | 1,049 | $302K | 0.2% | N/A | 0.001% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 664 | $191K | 0.0% | -13.9% | 0.001% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 2,107 | $607K | 0.1% | N/A | 0.002% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 15,195 | $4.38M | 0.0% | -0.8% | 0.012% | |
| 5/15/2024 | BOKF NA | 1,157,687 | $332.72M | 6.1% | +2.1% | 0.943% | |
| 5/15/2024 | Kestra Advisory Services LLC | 95,809 | $27.60M | 0.2% | +1.2% | 0.078% | |
| 5/15/2024 | Lazard Asset Management LLC | 8,758 | $2.52M | 0.0% | +7.9% | 0.007% | |
| 5/15/2024 | LRI Investments LLC | 96 | $27K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | JT Stratford LLC | 86,591 | $24.94M | 5.0% | +5.5% | 0.071% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 840 | $242K | 0.1% | N/A | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 3,959 | $1.14M | 0.0% | +4.7% | 0.003% | |
| 5/14/2024 | EP Wealth Advisors LLC | 17,787 | $5.12M | 0.1% | +6.6% | 0.014% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 11,399 | $3.28M | 0.1% | -0.4% | 0.009% | |
| 5/14/2024 | CreativeOne Wealth LLC | 8,077 | $2.33M | 0.1% | +9.2% | 0.007% | |
| 5/14/2024 | Robinson Capital Management LLC | 250 | $69K | 0.0% | +100.0% | 0.000% | |
| 5/14/2024 | Andrews Lucia Wealth Management LLC | 5,696 | $1.64M | 1.2% | -11.7% | 0.005% | |
| 5/14/2024 | TFO Wealth Partners LLC | 90,720 | $26.13M | 5.1% | -0.2% | 0.074% | |
| 5/14/2024 | InterOcean Capital Group LLC | 48,108 | $13.86M | 0.3% | +15.9% | 0.039% | |
| 5/14/2024 | Pitcairn Co. | 73,254 | $21.10M | 1.4% | +10.6% | 0.060% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 36,018 | $10.37M | 0.7% | -12.0% | 0.029% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 213,629 | $61.53M | 2.9% | +1.4% | 0.174% | |
| 5/13/2024 | Bessemer Group Inc. | 43,173 | $12.44M | 0.0% | +17.4% | 0.035% | |
| 5/13/2024 | Paragon Capital Management LLC | 67,136 | $19.34M | 10.4% | -1.6% | 0.055% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 29,041 | $8.37M | 0.9% | -23.2% | 0.024% | |
| 5/13/2024 | Texas Capital Bancshares Inc TX | 20,563 | $5.92M | 2.7% | -0.8% | 0.017% | |
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| 5/13/2024 | O Shaughnessy Asset Management LLC | 11,693 | $3.37M | 0.0% | +30.3% | 0.010% | |
| 5/13/2024 | Rockport Wealth LLC | 1,297 | $374K | 0.1% | N/A | 0.001% | |
| 5/11/2024 | Davis R M Inc. | 57,892 | $16.68M | 0.3% | -5.4% | 0.047% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 2,617 | $754K | 0.4% | +45.8% | 0.002% | |
| 5/11/2024 | Edgestream Partners L.P. | 2,808 | $809K | 0.0% | +20.1% | 0.002% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 18,160 | $5.23M | 0.2% | +1.0% | 0.015% | |
| 5/10/2024 | Osaic Holdings Inc. | 142,106 | $40.94M | 0.1% | -74.1% | 0.116% | |
| 5/10/2024 | Blue Barn Wealth LLC | 6,487 | $1.87M | 1.0% | -2.2% | 0.005% | |
| 5/10/2024 | Fiducient Advisors LLC | 16,304 | $4.70M | 0.9% | -6.6% | 0.013% | |
| 5/10/2024 | TIAA Trust National Association | 707,763 | $203.86M | 0.6% | +2.9% | 0.577% | |
| 5/10/2024 | Vanguard Group Inc. | 9,705 | $2.80M | 0.0% | +3.8% | 0.008% | |
| 5/10/2024 | Broadview Financial Management LLC | 6,702 | $1.93M | 1.4% | -1.3% | 0.005% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 972 | $278K | 0.0% | -61.4% | 0.001% | |
| 5/10/2024 | Kelman Lazarov Inc. | 1,688 | $486K | 0.1% | +2.9% | 0.001% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 9,465 | $2.73M | 0.0% | -0.6% | 0.008% | |
| 5/10/2024 | 1ST Source Bank | 1,780 | $513K | 0.0% | +7.7% | 0.001% | |
| 5/10/2024 | GM Advisory Group LLC | 11,786 | $3.40M | 0.2% | +6.3% | 0.010% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 6,571 | $1.89M | 0.1% | +2.2% | 0.005% | |
| 5/9/2024 | Brighton Jones LLC | 181,603 | $52.31M | 1.9% | -0.4% | 0.148% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 48,723 | $14.03M | 0.2% | -43.1% | 0.040% | |
| 5/9/2024 | Blair William & Co. IL | 80,848 | $23.29M | 0.1% | -17.0% | 0.066% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 30,460 | $8.77M | 0.3% | -1.3% | 0.025% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 3,335 | $960K | 0.0% | -14.1% | 0.003% | |
| 5/9/2024 | Landaas & Co. WI ADV | 6,975 | $2.01M | 0.7% | +1.2% | 0.006% | |
| 5/9/2024 | SageView Advisory Group LLC | 15,086 | $4.35M | 0.2% | N/A | 0.012% | |
| 5/9/2024 | Angeles Wealth Management LLC | 290 | $84K | 0.0% | -96.9% | 0.000% | |
| 5/8/2024 | Cozad Asset Management Inc. | 3,253 | $937K | 0.1% | -6.4% | 0.003% | |
| 5/8/2024 | MAI Capital Management | 75,608 | $21.78M | 0.2% | +24.5% | 0.062% | |
| 5/8/2024 | TSA Wealth Managment LLC | 2,181 | $628K | 0.3% | -50.0% | 0.002% | |
| 5/8/2024 | Bleakley Financial Group LLC | 45,664 | $13.15M | 0.4% | +1.8% | 0.037% | |
| 5/8/2024 | Neumann Capital Management LLC | 4,133 | $1.19M | 0.4% | -11.7% | 0.003% | |
| 5/8/2024 | Heritage Wealth Advisors | 4,010 | $1.16M | 0.0% | -4.5% | 0.003% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,502 | $5.33M | 0.0% | -18.6% | 0.015% | |
| 5/8/2024 | US Bancorp DE | 595,404 | $171.49M | 0.2% | -0.4% | 0.485% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 2,047 | $590K | 0.1% | -29.0% | 0.002% | |
| 5/8/2024 | QRG Capital Management Inc. | 6,123 | $1.76M | 0.0% | -82.1% | 0.005% | |
| 5/8/2024 | Headlands Technologies LLC | 368 | $106K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | NorthRock Partners LLC | 8,648 | $2.49M | 0.2% | +1.2% | 0.007% | |
| 5/7/2024 | Choate Investment Advisors | 3,979 | $1.15M | 0.0% | -2.6% | 0.003% | |
| 5/7/2024 | Sei Investments Co. | 5,637 | $1.62M | 0.0% | -83.9% | 0.005% | |
| 5/7/2024 | WNY Asset Management LLC | 2,200 | $634K | 0.1% | -2.4% | 0.002% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 44,715 | $12.88M | 1.2% | N/A | 0.036% | |
| 5/7/2024 | Atomi Financial Group Inc. | 7,419 | $2.14M | 0.2% | +754.7% | 0.006% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 18,284 | $5.27M | 0.1% | +0.7% | 0.015% | |
| 5/7/2024 | Reynders McVeigh Capital Management LLC | 872 | $252K | 0.0% | -41.9% | 0.001% | |
| 5/7/2024 | Allegheny Financial Group LTD | 4,640 | $1.34M | 0.4% | -10.7% | 0.004% | |
| 5/7/2024 | Montag A & Associates Inc. | 104,130 | $29.99M | 1.5% | -0.5% | 0.085% | |
| 5/7/2024 | Redwood Wealth Management Group LLC | 1,365 | $393K | 0.4% | -15.4% | 0.001% | |
| 5/7/2024 | Horizon Investment Services LLC | 12,023 | $3.46M | 1.7% | +2.5% | 0.010% | |
| 5/7/2024 | Facet Wealth Inc. | 3,451 | $981K | 0.0% | +30.9% | 0.003% | |
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| 5/7/2024 | Highland Capital Management LLC | 9,711 | $2.80M | 0.2% | +1.1% | 0.008% | |
| 5/7/2024 | Allen Investment Management LLC | 75,756 | $21.83M | 0.3% | +0.1% | 0.062% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 18,302 | $5.27M | 2.3% | -1.1% | 0.015% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 3,352 | $965K | 0.0% | -4.8% | 0.003% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,738 | $1.65M | 0.0% | +13.3% | 0.005% | |
| 5/7/2024 | Hilltop National Bank | 3,568 | $1.03M | 0.3% | N/A | 0.003% | |
| 5/7/2024 | Wealthspire Advisors LLC | 40,922 | $11.79M | 0.2% | -0.3% | 0.033% | |
| 5/7/2024 | Empowered Funds LLC | 709 | $204K | 0.0% | N/A | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 202,124 | $58.22M | 0.2% | -16.2% | 0.165% | |
| 5/6/2024 | Concord Investment Counsel Inc. | 6,394 | $1.84M | 0.7% | N/A | 0.005% | |
