| 5/8/2024 | MAI Capital Management | 98,703 | $26.73M | 0.3% | +4.7% | 0.234% | |
| 5/8/2024 | William Blair Investment Management LLC | 44,939 | $12.17M | 0.0% | +5.1% | 0.106% | |
| 5/8/2024 | Bleakley Financial Group LLC | 4,844 | $1.31M | 0.0% | +0.9% | 0.011% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 12,492 | $3.38M | 0.0% | -36.4% | 0.030% | |
| 5/8/2024 | US Bancorp DE | 464,550 | $125.80M | 0.2% | +2.6% | 1.101% | |
| 5/8/2024 | Tranquility Partners LLC | 4,347 | $1.18M | 0.5% | +4.0% | 0.010% | |
|
| 5/8/2024 | Headlands Technologies LLC | 957 | $259K | 0.1% | +268.1% | 0.002% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 1,398 | $378K | 0.0% | -6.7% | 0.003% | |
| 5/7/2024 | Verus Capital Partners LLC | 5,849 | $1.58M | 0.2% | -24.8% | 0.014% | |
| 5/7/2024 | Meeder Asset Management Inc. | 6,316 | $1.71M | 0.1% | -46.9% | 0.015% | |
| 5/7/2024 | Pointe Capital Management LLC | 1,899 | $514K | 0.3% | +119.5% | 0.005% | |
| 5/7/2024 | Sei Investments Co. | 202,148 | $54.74M | 0.1% | -5.6% | 0.479% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 2,549 | $690K | 0.1% | -2.6% | 0.006% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 5,098 | $1.38M | 0.3% | -2.1% | 0.012% | |
| 5/7/2024 | Allegheny Financial Group LTD | 2,920 | $791K | 0.2% | +9.9% | 0.007% | |
| 5/7/2024 | Primoris Wealth Advisors LLC | 15,585 | $4.22M | 3.4% | N/A | 0.037% | |
| 5/7/2024 | Smithfield Trust Co | 767 | $208K | 0.0% | -58.8% | 0.002% | |
| 5/7/2024 | TimesSquare Capital Management LLC | 64,500 | $17.47M | 0.3% | -31.2% | 0.153% | |
| 5/7/2024 | Nelson Capital Management LLC | 1,275 | $345K | 0.1% | +10.9% | 0.003% | |
| 5/7/2024 | PFG Advisors | 1,603 | $434K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 25,382 | $6.87M | 0.1% | +54.1% | 0.060% | |
| 5/7/2024 | Wealthspire Advisors LLC | 34,854 | $9.44M | 0.1% | +7.1% | 0.083% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,133 | $578K | 0.0% | +27.8% | 0.005% | |
| 5/6/2024 | Concord Investment Counsel Inc. | 1,507 | $408K | 0.1% | N/A | 0.004% | |
| 5/6/2024 | Advisory Services Network LLC | 11,416 | $3.09M | 0.1% | +418.2% | 0.027% | |
| 5/6/2024 | TFG Advisers LLC | 934 | $253K | 0.1% | -4.1% | 0.002% | |
| 5/4/2024 | Geneva Capital Management LLC | 34,588 | $9.37M | 0.2% | -44.3% | 0.082% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 7,771 | $2.10M | 0.1% | +2.5% | 0.018% | |
| 5/4/2024 | Team Hewins LLC | 23,514 | $6.37M | 0.9% | -0.2% | 0.056% | |
| 5/4/2024 | Csenge Advisory Group | 1,918 | $519K | 0.0% | +63.1% | 0.005% | |
| 5/4/2024 | Glassman Wealth Services | 907 | $246K | 0.0% | +7.6% | 0.002% | |
| 5/3/2024 | Embree Financial Group | 1,265 | $342K | 0.1% | +4.5% | 0.003% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 33,166 | $8.98M | 0.4% | -6.5% | 0.079% | |
| 5/3/2024 | Larson Financial Group LLC | 17,413 | $4.72M | 0.4% | -0.6% | 0.041% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 7,940 | $2.15M | 0.2% | -6.4% | 0.019% | |
| 5/3/2024 | Commerce Bank | 279,560 | $75.71M | 0.5% | -0.4% | 0.662% | |
| 5/3/2024 | Proficio Capital Partners LLC | 105,851 | $28.60M | 3.1% | N/A | 0.251% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 37,854 | $10.25M | 0.3% | +0.2% | 0.090% | |
| 5/3/2024 | Whittier Trust Co. | 24,992 | $6.77M | 0.1% | -0.2% | 0.059% | |
| 5/2/2024 | Financial Counselors Inc. | 13,408 | $3.63M | 0.1% | -5.7% | 0.032% | |
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| 5/2/2024 | Mutual of America Capital Management LLC | 17,836 | $4.83M | 0.1% | N/A | 0.042% | |
| 5/2/2024 | Lwmg LLC | 5,405 | $1.46M | 0.3% | +8.7% | 0.013% | |
| 5/2/2024 | GSB Wealth Management LLC | 4,684 | $1.27M | 0.4% | -5.5% | 0.011% | |
| 5/2/2024 | Quent Capital LLC | 34,990 | $9.48M | 1.1% | +1.5% | 0.083% | |
| 5/2/2024 | Choreo LLC | 107,181 | $29.02M | 0.7% | +2.4% | 0.254% | |
| 5/2/2024 | CNB Bank | 599 | $162K | 0.1% | -13.7% | 0.001% | |
| 5/2/2024 | Crown Wealth Group LLC | 1,091 | $295K | 0.2% | N/A | 0.003% | |
| 5/2/2024 | Seelaus Asset Management LLC | 1,965 | $532K | 0.5% | +2.3% | 0.005% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 6,315 | $1.71M | 0.1% | -6.2% | 0.015% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 25,110 | $6.80M | 0.0% | -60.3% | 0.060% | |
| 5/1/2024 | BNP Paribas Financial Markets | 148,439 | $40.20M | 0.0% | +11.5% | 0.352% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 70,253 | $19.03M | 12.1% | -0.2% | 0.166% | |
| 5/1/2024 | Mission Wealth Management LP | 2,052 | $556K | 0.0% | +39.0% | 0.005% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 1,619 | $439K | 0.0% | +10.4% | 0.004% | |
| 5/1/2024 | Diversify Advisory Services LLC | 1,341 | $360K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Private Advisor Group LLC | 9,136 | $2.47M | 0.0% | +3.7% | 0.022% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 1,234 | $334K | 0.1% | -11.0% | 0.003% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 6,292 | $1.70M | 0.1% | +8.0% | 0.015% | |
| 4/30/2024 | Hartline Investment Corp | 1,053 | $285K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Curtis Advisory Group LLC | 1,222 | $331K | 0.1% | -35.8% | 0.003% | |
| 4/30/2024 | Fortis Group Advisors LLC | 51,994 | $14.08M | 2.6% | +64,892.5% | 0.123% | |
| 4/30/2024 | HB Wealth Management LLC | 19,014 | $5.15M | 0.1% | +17.3% | 0.045% | |
| 4/30/2024 | Concord Wealth Partners | 126 | $34K | 0.0% | +2,000.0% | 0.000% | |
| 4/30/2024 | Strategic Wealth Partners Group LLC | 39,917 | $10.81M | 1.2% | -1.0% | 0.095% | |
| 4/30/2024 | JMG Financial Group Ltd. | 5,571 | $1.51M | 0.1% | -3.0% | 0.013% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 1,671 | $453K | 0.0% | +12.8% | 0.004% | |
| 4/30/2024 | Arkadios Wealth Advisors | 1,460 | $395K | 0.0% | -17.5% | 0.003% | |
| 4/30/2024 | Perigon Wealth Management LLC | 3,007 | $814K | 0.0% | +28.4% | 0.007% | |
| 4/30/2024 | SkyOak Wealth LLC | 2,800 | $758K | 0.2% | -3.7% | 0.007% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 701,793 | $190.05M | 0.3% | +0.7% | 1.663% | |
| 4/29/2024 | Principal Financial Group Inc. | 15,945 | $4.32M | 0.0% | -12.6% | 0.038% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,503 | $407K | 0.0% | -18.8% | 0.004% | |
| 4/29/2024 | Baxter Bros Inc. | 943 | $255K | 0.0% | N/A | 0.002% | |
| 4/27/2024 | K.J. Harrison & Partners Inc | 928 | $251K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 13,469 | $3.65M | 0.1% | -19.5% | 0.032% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 780 | $211K | 0.1% | -33.4% | 0.002% | |
| 4/26/2024 | McGuire Investment Group LLC | 1,418 | $384K | 0.1% | +14.7% | 0.003% | |
| 4/26/2024 | UMB Bank n.a. | 7,025 | $1.90M | 0.0% | -2.5% | 0.017% | |
| 4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 825 | $206K | 0.1% | -11.2% | 0.002% | |
| 4/26/2024 | Riverbridge Partners LLC | 6,404 | $1.73M | 0.0% | -41.3% | 0.015% | |
| 4/26/2024 | Crestone Asset Management LLC | 67,326 | $18.23M | 3.7% | +2.1% | 0.160% | |
| 4/26/2024 | SlateStone Wealth LLC | 1,527 | $414K | 0.0% | +48.7% | 0.004% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 6,142 | $1.66M | 0.1% | -0.9% | 0.015% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 2,753 | $746K | 0.1% | +2.6% | 0.007% | |
| 4/26/2024 | Legacy Bridge LLC | 5,900 | $1.60M | 0.9% | +22.1% | 0.014% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 2,580 | $698K | 0.0% | N/A | 0.006% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 22,932 | $5.84M | 0.6% | -2.9% | 0.054% | |
| 4/25/2024 | Bishop & Co Investment Management LLC | 19,940 | $5.40M | 2.2% | -34.0% | 0.047% | |
| 4/25/2024 | Cardinal Strategic Wealth Guidance | 150 | $41K | 0.0% | -28.2% | 0.000% | |
| 4/25/2024 | Oldfather Financial Services LLC | 25,946 | $7.03M | 2.9% | +2.1% | 0.061% | |
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| 4/25/2024 | Triumph Capital Management | 3,212 | $863K | 0.4% | +66.3% | 0.008% | |
| 4/25/2024 | L.M. Kohn & Company | 1,689 | $457K | 0.1% | N/A | 0.004% | |
| 4/25/2024 | Armor Investment Advisors LLC | 1,718 | $465K | 0.2% | -8.0% | 0.004% | |
| 4/25/2024 | Presidio Capital Management LLC | 862 | $233K | 0.2% | N/A | 0.002% | |
| 4/25/2024 | Summit Financial LLC | 6,618 | $1.79M | 0.1% | +15.6% | 0.016% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 25,496 | $6.90M | 0.0% | +27.3% | 0.059% | |
| 4/24/2024 | Berkshire Bank | 750 | $203K | 0.1% | N/A | 0.002% | |
| 4/24/2024 | Dakota Wealth Management | 6,114 | $1.66M | 0.0% | -54.0% | 0.014% | |
| 4/24/2024 | Simplicity Wealth LLC | 4,844 | $1.31M | 0.0% | N/A | 0.011% | |
| 4/24/2024 | NBT Bank N A NY | 3,661 | $991K | 0.1% | +2.9% | 0.009% | |
