| 5/17/2024 | Hancock Whitney Corp | 10,006 | $309K | 0.0% | -83.7% | 0.055% | |
| 5/17/2024 | Consultiva Wealth Management CORP. | 30,362 | $938K | 8.8% | N/A | 0.168% | |
| 5/14/2024 | EP Wealth Advisors LLC | 175,416 | $5.42M | 0.1% | +336.8% | 0.943% | |
| 5/14/2024 | CreativeOne Wealth LLC | 15,183 | $469K | 0.0% | +7.1% | 0.082% | |
| 5/14/2024 | Pitcairn Co. | 1,046,094 | $32.31M | 2.1% | +17.9% | 5.624% | |
| 5/11/2024 | Davis R M Inc. | 6,545 | $202K | 0.0% | N/A | 0.035% | |
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| 5/10/2024 | Osaic Holdings Inc. | 248,466 | $7.68M | 0.0% | -16.5% | 1.336% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 111,417 | $3.44M | 0.1% | -22.5% | 0.599% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 200,640 | $6.20M | 4.6% | +4.3% | 1.079% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 7,047 | $218K | 0.0% | N/A | 0.038% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 7,976 | $246K | 0.0% | +9.9% | 0.043% | |
| 4/30/2024 | Macroview Investment Management LLC | 3,517 | $109K | 0.1% | -27.4% | 0.019% | |
| 4/29/2024 | Greenleaf Trust | 30,175 | $932K | 0.0% | -21.1% | 0.162% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 278,992 | $8.62M | 0.8% | +12.0% | 1.484% | |
| 4/25/2024 | Q3 Asset Management | 170,763 | $5.27M | 1.5% | +37.8% | 0.908% | |
| 4/25/2024 | HTLF Bank | 687,878 | $21.25M | 2.4% | -0.7% | 3.659% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 65,123 | $2.01M | 0.0% | +2.5% | 0.346% | |
| 4/22/2024 | Raymond James & Associates | 148,776 | $4.60M | 0.0% | -1.6% | 0.791% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 11,229 | $347K | 0.1% | -18.3% | 0.060% | |
| 4/17/2024 | First Bank & Trust | 9,315 | $288K | 0.1% | N/A | 0.050% | |
| 4/16/2024 | Register Financial Advisors LLC | 1,456 | $45K | 0.0% | N/A | 0.008% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 53,663 | $1.66M | 0.0% | -29.7% | 0.285% | |
| 4/15/2024 | Aspiriant LLC | 251,727 | $7.78M | 0.3% | -12.7% | 1.339% | |
| 4/11/2024 | Central Bank & Trust Co. | 3,079 | $95K | 0.0% | +20.9% | 0.015% | |
| 4/3/2024 | Strategic Advocates LLC | 29,193 | $902K | 0.3% | +61.2% | 0.139% | |
| 3/5/2024 | Greenwood Capital Associates LLC | 7,260 | $219K | 0.0% | -32.5% | 0.035% | |
| 2/28/2024 | EP Wealth Advisors LLC | 40,162 | $1.21M | 0.0% | -10.5% | 0.191% | |
| 2/20/2024 | Able Wealth Management LLC | 5,000 | $150K | 0.1% | N/A | 0.024% | |
| 2/13/2024 | Rathbones Group PLC | 17,865 | $538K | 0.0% | -18.4% | 0.085% | |
| 2/12/2024 | Parallel Advisors LLC | 1,697 | $51K | 0.0% | -18.4% | 0.008% | |
| 2/9/2024 | CreativeOne Wealth LLC | 14,170 | $427K | 0.0% | +6.8% | 0.067% | |
| 2/9/2024 | Coldstream Capital Management Inc. | 18,779 | $565K | 0.0% | -60.0% | 0.089% | |
| 2/9/2024 | UBS Group AG | 275,355 | $8.29M | 0.0% | -4.1% | 1.311% | |
| 2/7/2024 | Strategic Advocates LLC | 18,106 | $545K | 0.2% | N/A | 0.086% | |
| 2/7/2024 | NBC Securities Inc. | 869 | $26K | 0.0% | -34.8% | 0.004% | |
| 2/7/2024 | Darwin Wealth Management LLC | 236,817 | $7.13M | 1.9% | -8.5% | 1.128% | |
| 2/6/2024 | Private Advisor Group LLC | 133,961 | $4.03M | 0.0% | -3.3% | 0.638% | |
| 2/6/2024 | Beacon Harbor Wealth Advisors Inc. | 299,562 | $9.02M | 2.6% | +2.9% | 1.426% | |
| 2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 29,022 | $874K | 0.0% | N/A | 0.138% | |
| 2/5/2024 | Hexagon Capital Partners LLC | 13,743 | $414K | 0.1% | -44.5% | 0.065% | |
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| 2/5/2024 | Brio Consultants LLC | 727,758 | $21.91M | 3.9% | +1.8% | 3.466% | |
| 2/1/2024 | OVERSEA CHINESE BANKING Corp Ltd | 55,922 | $1.68M | 0.1% | -9.5% | 0.266% | |
| 2/1/2024 | Verdence Capital Advisors LLC | 249,190 | $7.50M | 0.7% | +1.0% | 1.187% | |
| 1/31/2024 | Greenleaf Trust | 38,245 | $1.15M | 0.0% | -35.7% | 0.182% | |
| 1/31/2024 | HTLF Bank | 692,685 | $20.85M | 2.5% | N/A | 3.299% | |
| 1/30/2024 | Macroview Investment Management LLC | 4,846 | $146K | 0.2% | +148.0% | 0.023% | |
| 1/29/2024 | Q3 Asset Management | 123,962 | $3.72M | 0.9% | +128.1% | 0.590% | |
| 1/26/2024 | Aspiriant LLC | 288,327 | $8.68M | 0.4% | -11.3% | 1.373% | |
| 1/25/2024 | HBK Sorce Advisory LLC | 143,794 | $4.33M | 0.2% | -4.0% | 0.685% | |
| 1/25/2024 | International Assets Investment Management LLC | 39,885 | $1.33M | 0.0% | N/A | 0.190% | |
| 1/24/2024 | ABLE Financial Group LLC | 97,741 | $2.94M | 1.3% | +8.3% | 0.465% | |
| 1/24/2024 | International Assets Investment Management LLC | 39,885 | $1.33M | 0.0% | N/A | 0.190% | |
| 1/22/2024 | Wolf Group Capital Advisors | 119,708 | $3.57M | 1.7% | +6.0% | 0.570% | |
| 1/22/2024 | Baron Financial Group LLC | 89,020 | $2.68M | 1.7% | +0.8% | 0.424% | |
| 1/22/2024 | LFA Lugano Financial Advisors SA | 107,917 | $3.25M | 2.6% | +28.4% | 0.514% | |
| 1/18/2024 | Sage Financial Group Inc. | 13,345 | $402K | 0.0% | +39.1% | 0.064% | |
| 1/16/2024 | Alaska Wealth Advisors | 591,089 | $17.79M | 3.0% | +61.8% | 2.815% | |
| 1/16/2024 | Alaska Permanent Capital Management | 889,762 | $26.81M | 2.2% | -0.3% | 4.237% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 63,545 | $1.91M | 0.0% | +17.8% | 0.303% | |
| 1/16/2024 | Raymond James & Associates | 151,253 | $4.55M | 0.0% | -0.8% | 0.720% | |
| 1/16/2024 | Cooper Financial Group | 85,049 | $2.56M | 0.5% | -1.1% | 0.405% | |
| 1/12/2024 | Twelve Points Wealth Management LLC | 52,507 | $1.58M | 0.7% | -0.8% | 0.250% | |
| 1/12/2024 | Empirical Asset Management LLC | 53,346 | $1.61M | 1.3% | -3.5% | 0.254% | |
| 1/11/2024 | Patten Group Inc. | 10,533 | $317K | 0.1% | +4.8% | 0.050% | |
| 11/24/2023 | EP Wealth Advisors LLC | 44,897 | $1.35M | 0.0% | +262.4% | 0.214% | |
| 11/21/2023 | Comerica Bank | 144,034 | $4.33M | 0.0% | N/A | 0.686% | |
| 11/15/2023 | Consultiva Wealth Management CORP. | 58,166 | $1.75M | 44.8% | -1.8% | 0.277% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 113,396 | $3.41M | 0.0% | -49.8% | 0.540% | |
| 11/9/2023 | Greenleaf Trust | 59,475 | $1.79M | 0.0% | +21.0% | 0.283% | |
| 11/9/2023 | Betterment LLC | 32,177 | $966K | 0.0% | -44.6% | 0.153% | |
| 11/9/2023 | UBS Group AG | 287,196 | $8.62M | 0.0% | -9.4% | 1.368% | |
| 11/8/2023 | HighTower Advisors LLC | 31,309 | $938K | 0.0% | -10.6% | 0.149% | |
| 11/7/2023 | ABLE Financial Group LLC | 90,281 | $2.71M | 1.4% | +4.8% | 0.430% | |
| 11/7/2023 | Darwin Wealth Management LLC | 258,824 | $7.77M | 2.1% | -5.5% | 1.232% | |
| 11/6/2023 | HBK Sorce Advisory LLC | 149,850 | $4.50M | 0.2% | -21.8% | 0.714% | |
| 11/4/2023 | NBC Securities Inc. | 1,332 | $39K | 0.0% | N/A | 0.006% | |
| 11/4/2023 | Q3 Asset Management | 54,354 | $1.63M | 0.6% | N/A | 0.259% | |
| 11/3/2023 | OVERSEA CHINESE BANKING Corp Ltd | 61,804 | $1.86M | 0.1% | -1.6% | 0.294% | |
| 11/3/2023 | Private Advisor Group LLC | 138,592 | $4.16M | 0.0% | -2.6% | 0.660% | |
| 11/2/2023 | Coldstream Capital Management Inc. | 46,889 | $1.41M | 0.0% | -6.6% | 0.223% | |
| 10/31/2023 | Alaska Permanent Capital Management | 892,459 | $26.84M | 2.4% | +58.5% | 4.250% | |
| 10/31/2023 | Alaska Wealth Advisors | 365,410 | $10.97M | 1.7% | +3.8% | 1.740% | |
| 10/31/2023 | Endowment Wealth Management Inc. | 192,559 | $5.78M | 5.2% | +0.4% | 0.917% | |
| 10/30/2023 | Aspire Wealth Management Corp | 5,055 | $152K | 0.1% | N/A | 0.024% | |
| 10/27/2023 | Brio Consultants LLC | 715,174 | $21.48M | 4.0% | +2.1% | 3.406% | |
| 10/27/2023 | Dubuque Bank & Trust Co | 582,889 | $17.50M | 2.3% | +1.0% | 2.776% | |
| 10/26/2023 | Macroview Investment Management LLC | 1,954 | $59K | 0.1% | N/A | 0.009% | |
| 10/25/2023 | Verdence Capital Advisors LLC | 246,809 | $7.41M | 0.8% | +2.3% | 1.175% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 53,951 | $1.62M | 0.0% | +122.5% | 0.257% | |
| 10/24/2023 | Raymond James & Associates | 152,460 | $4.58M | 0.0% | -0.5% | 0.726% | |
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| 10/23/2023 | Hexagon Capital Partners LLC | 24,778 | $744K | 0.2% | -9.5% | 0.118% | |
| 10/23/2023 | LFA Lugano Financial Advisors SA | 84,058 | $2.52M | 2.2% | -55.3% | 0.400% | |
| 10/19/2023 | Baron Financial Group LLC | 88,285 | $2.65M | 1.7% | +2.8% | 0.420% | |
| 10/18/2023 | Greenwood Capital Associates LLC | 10,761 | $323K | 0.0% | +20.1% | 0.051% | |
| 10/13/2023 | Cooper Financial Group | 85,956 | $2.58M | 0.6% | +0.8% | 0.409% | |
| 10/12/2023 | Richard W. Paul & Associates LLC | 8,073 | $242K | 0.1% | -7.7% | 0.038% | |
| 10/11/2023 | AE Wealth Management LLC | 9,318 | $280K | 0.0% | -8.2% | 0.044% | |
| 10/10/2023 | Central Bank & Trust Co. | 2,431 | $73K | 0.0% | +50.6% | 0.012% | |
| 10/4/2023 | Massmutual Trust Co. FSB ADV | 3,906 | $117K | 0.0% | N/A | 0.019% | |
| 10/3/2023 | Appleton Partners Inc. MA | 7,646 | $230K | 0.0% | -60.5% | 0.036% | |
