| 5/10/2024 | TIAA Trust National Association | 1,873 | $227K | 0.0% | -8.5% | 0.025% | |
| 5/9/2024 | Texas Yale Capital Corp. | 13,280 | $1.61M | 0.1% | +3.5% | 0.177% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 498 | $60K | 0.0% | -30.0% | 0.007% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 6,308 | $765K | 0.6% | +14.3% | 0.084% | |
| 5/9/2024 | WP Advisors LLC | 2,060 | $250K | 0.1% | -14.4% | 0.027% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 99,419 | $12.05M | 0.1% | -32.8% | 1.326% | |
|
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 101,851 | $12.34M | 0.4% | -0.5% | 1.358% | |
| 5/2/2024 | Mutual of America Capital Management LLC | 47,116 | $5.71M | 0.1% | +4.1% | 0.628% | |
| 5/2/2024 | Family Firm Inc. | 16,941 | $2.05M | 0.5% | -1.7% | 0.226% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 8,911 | $1.08M | 0.0% | -2.6% | 0.119% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 2,996 | $363K | 0.0% | +24.2% | 0.040% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 78,074 | $8.82M | 0.4% | +4.4% | 1.041% | |
| 4/23/2024 | Godsey & Gibb Inc. | 676 | $82K | 0.0% | N/A | 0.009% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,250 | $273K | 0.0% | -4.3% | 0.030% | |
| 4/23/2024 | Wesbanco Bank Inc. | 1,735 | $210K | 0.0% | -14.7% | 0.023% | |
| 4/19/2024 | Level Financial Advisors | 12,067 | $1.46M | 0.7% | -3.1% | 0.159% | |
| 4/18/2024 | Compass Ion Advisors LLC | 4,097 | $497K | 0.1% | +2.6% | 0.054% | |
| 4/17/2024 | Dumont & Blake Investment Advisors LLC | 40,966 | $4.97M | 1.4% | -0.5% | 0.539% | |
| 4/17/2024 | Physician Wealth Advisors Inc. | 12,022 | $1.34M | 0.3% | -4.6% | 0.158% | |
| 4/17/2024 | Founders Financial Securities LLC | 4,343 | $526K | 0.1% | +7.6% | 0.057% | |
| 4/16/2024 | Noble Family Wealth LLC | 23,316 | $2.83M | 0.8% | -18.2% | 0.307% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 84,209 | $10.21M | 1.8% | -6.5% | 1.108% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 1,990 | $241K | 0.0% | N/A | 0.026% | |
| 4/15/2024 | Schoolcraft Capital LLC | 60,998 | $7.39M | 1.7% | -1.0% | 0.803% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 16,180 | $1.96M | 0.1% | -4.1% | 0.213% | |
| 4/12/2024 | Doliver Advisors LP | 2,434 | $295K | 0.1% | -11.3% | 0.032% | |
| 4/11/2024 | O Connor Financial Group LLC | 2,845 | $345K | 0.2% | -62.6% | 0.037% | |
| 4/10/2024 | Park Avenue Securities LLC | 36,424 | $4.41M | 0.1% | +7.0% | 0.479% | |
| 4/10/2024 | Legacy Financial Group LLC | 4,636 | $562K | 0.1% | N/A | 0.061% | |
| 4/10/2024 | Bromfield Sneider Wealth Advisors | 4,060 | $492K | 0.3% | +28.5% | 0.053% | |
| 4/9/2024 | Mather Group LLC. | 639 | $74K | 0.0% | N/A | 0.008% | |
| 4/5/2024 | Summit Financial Group Inc. | 2,050 | $248K | 0.1% | -25.5% | 0.025% | |
| 4/3/2024 | Peoples Bank KS | 4,050 | $491K | 0.4% | -21.2% | 0.050% | |
| 3/20/2024 | Family Wealth Partners LLC | 2,942 | $341K | 0.3% | N/A | 0.037% | |
| 2/23/2024 | Arkansas Financial Group Inc. | 90,050 | $10.45M | 1.9% | -17.8% | 1.119% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 74,799 | $8.38M | 0.4% | -1.0% | 0.929% | |
| 2/15/2024 | Biltmore Family Office LLC | 7,033 | $816K | 0.2% | +34.5% | 0.087% | |
| 2/14/2024 | Regal Investment Advisors LLC | 22,100 | $2.56M | 0.2% | +2.6% | 0.275% | |
| 2/14/2024 | Sentinel Trust Co. LBA | 6,760 | $784K | 0.1% | -66.1% | 0.084% | |
| 2/14/2024 | Frank Rimerman Advisors LLC | 49,453 | $5.74M | 1.2% | +2.1% | 0.614% | |
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| 2/13/2024 | Stephens Inc. AR | 26,727 | $3.10M | 0.1% | -10.0% | 0.332% | |
| 2/13/2024 | 1832 Asset Management L.P. | 559,276 | $64.89M | 0.1% | -4.1% | 6.948% | |
| 2/12/2024 | Capstone Investment Advisors LLC | 8,001 | $928K | 0.0% | N/A | 0.099% | |
| 2/12/2024 | Parallel Advisors LLC | 825 | $96K | 0.0% | -15.4% | 0.010% | |
| 2/9/2024 | Sepio Capital LP | 3,966 | $460K | 0.0% | -17.2% | 0.049% | |
| 2/9/2024 | Eagle Global Advisors LLC | 1,750 | $203K | 0.0% | N/A | 0.022% | |
| 2/9/2024 | Frazier Financial Advisors LLC | 879 | $102K | 0.1% | N/A | 0.011% | |
| 2/9/2024 | L.M. Kohn & Company | 1,900 | $220K | 0.1% | N/A | 0.024% | |
| 2/9/2024 | Corient Private Wealth LLC | 237,158 | $27.52M | 0.1% | +1.3% | 2.946% | |
| 2/9/2024 | Wells Fargo & Company MN | 83,273 | $9.66M | 0.0% | +4.4% | 1.034% | |
| 2/9/2024 | UBS Group AG | 64,394 | $7.47M | 0.0% | -2.6% | 0.800% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 11,691 | $1.36M | 0.0% | +471.4% | 0.145% | |
| 2/8/2024 | Efficient Advisors LLC | 49,225 | $5.71M | 0.4% | -1.0% | 0.611% | |
| 2/8/2024 | Eagle Bay Advisors LLC | 711 | $82K | 0.1% | -21.5% | 0.009% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 147,928 | $17.16M | 0.2% | -2.4% | 1.838% | |
| 2/7/2024 | One Capital Management LLC | 302,340 | $35.08M | 1.4% | -6.3% | 3.756% | |
| 2/7/2024 | Johnson Investment Counsel Inc. | 30,321 | $3.52M | 0.0% | -1.2% | 0.377% | |
| 2/7/2024 | Endowment Wealth Management Inc. | 5,517 | $640K | 0.5% | +1.7% | 0.069% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 102,403 | $11.88M | 0.4% | -9.8% | 1.272% | |
| 2/6/2024 | NTV Asset Management LLC | 4,010 | $465K | 0.1% | -2.4% | 0.050% | |
| 2/6/2024 | WESCAP Management Group Inc. | 12,903 | $1.50M | 0.5% | -9.8% | 0.160% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 45,645 | $5.30M | 0.2% | N/A | 0.567% | |
| 2/6/2024 | First Horizon Advisors Inc. | 1,532 | $178K | 0.0% | -10.1% | 0.019% | |
| 2/2/2024 | Alesco Advisors LLC | 179,920 | $20.88M | 0.7% | +4.2% | 2.235% | |
| 2/2/2024 | TAP Consulting LLC | 5,432 | $630K | 0.2% | -7.3% | 0.067% | |
| 2/1/2024 | Jackson Grant Investment Advisers Inc. | 5,065 | $588K | 0.3% | +9.2% | 0.063% | |
| 2/1/2024 | Powell Investment Advisors LLC | 715 | $83K | 0.0% | N/A | 0.009% | |
| 1/31/2024 | WP Advisors LLC | 2,407 | $279K | 0.1% | N/A | 0.030% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 7,793 | $904K | 0.1% | +60.0% | 0.097% | |
| 1/31/2024 | Gray Wealth Management Inc. | 1,936 | $225K | 0.1% | N/A | 0.024% | |
| 1/30/2024 | Crescent Grove Advisors LLC | 2,770 | $321K | 0.0% | -8.2% | 0.034% | |
| 1/30/2024 | Capital Analysts LLC | 7,599 | $882K | 0.0% | -13.8% | 0.094% | |
| 1/29/2024 | Aire Advisors LLC | 24,051 | $2.79M | 0.7% | -1.0% | 0.299% | |
| 1/26/2024 | Cerity Partners LLC | 2,830 | $328K | 0.0% | N/A | 0.035% | |
| 1/26/2024 | Mutual of America Capital Management LLC | 45,256 | $5.25M | 0.1% | +39.8% | 0.562% | |
| 1/26/2024 | Kendall Capital Management | 17,027 | $1.98M | 0.8% | -20.7% | 0.212% | |
| 1/26/2024 | Toth Financial Advisory Corp | 1,185 | $137K | 0.0% | +2,270.0% | 0.015% | |
| 1/24/2024 | Allworth Financial LP | 1,216 | $141K | 0.0% | -11.8% | 0.015% | |
| 1/24/2024 | Halbert Hargrove Global Advisors LLC | 120,336 | $13.96M | 1.0% | +8.9% | 1.495% | |
| 1/24/2024 | Tempus Wealth Planning LLC | 2,182 | $253K | 0.1% | N/A | 0.027% | |
| 1/24/2024 | Compass Ion Advisors LLC | 3,995 | $464K | 0.1% | -10.7% | 0.050% | |
| 1/24/2024 | Clear Creek Financial Management LLC | 2,412 | $280K | 0.0% | N/A | 0.030% | |
| 1/23/2024 | WealthShield Partners LLC | 36,526 | $4.24M | 0.7% | +3.6% | 0.454% | |
| 1/23/2024 | LVZ Inc. | 18,849 | $2.19M | 0.3% | N/A | 0.234% | |
| 1/23/2024 | Level Financial Advisors Inc. | 12,456 | $1.45M | 0.7% | -1.8% | 0.155% | |
| 1/22/2024 | Clarus Wealth Advisors | 3,198 | $349K | 0.2% | N/A | 0.040% | |
| 1/18/2024 | Noble Family Wealth LLC | 28,512 | $3.31M | 1.0% | -1.2% | 0.354% | |
| 1/17/2024 | O Connor Financial Group LLC | 7,600 | $882K | 0.5% | +4.0% | 0.094% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,341 | $388K | 0.0% | +13.3% | 0.042% | |
| 1/16/2024 | Acropolis Investment Management LLC | 2,080 | $241K | 0.0% | -13.0% | 0.026% | |
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| 1/12/2024 | Mutual Advisors LLC | 2,294 | $266K | 0.0% | +9.8% | 0.028% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 16,869 | $1.89M | 0.1% | -4.9% | 0.210% | |
| 1/5/2024 | Bromfield Sneider Wealth Advisors | 3,160 | $367K | 0.2% | +6.2% | 0.039% | |
| 1/4/2024 | Peoples Bank KS | 5,140 | $596K | 0.5% | +28.5% | 0.064% | |
| 1/3/2024 | Doliver Advisors LP | 2,745 | $319K | 0.1% | N/A | 0.034% | |
| 11/16/2023 | Creative Planning | 73,637 | $7.37M | 0.0% | -4.5% | 0.915% | |
| 11/15/2023 | Lido Advisors LLC | 5,085 | $509K | 0.0% | +71.8% | 0.063% | |
| 11/14/2023 | Ancora Advisors LLC | 4,242 | $425K | 0.0% | -10.0% | 0.053% | |
| 11/14/2023 | Private Advisory Group LLC | 7,987 | $799K | 0.2% | +1.8% | 0.099% | |
| 11/13/2023 | Mariner LLC | 10,286 | $1.03M | 0.0% | -9.8% | 0.128% | |
