| 5/14/2024 | Wellington Wealth Strategies LLC. | 1,186 | $408K | 0.2% | N/A | 0.000% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 1,684 | $580K | 0.0% | +38.9% | 0.000% | |
| 5/14/2024 | Covington Investment Advisors Inc. | 7,595 | $2.61M | 0.4% | +2.1% | 0.002% | |
| 5/14/2024 | CreativeOne Wealth LLC | 202,693 | $69.77M | 2.8% | +9.9% | 0.059% | |
| 5/14/2024 | Forte Capital LLC ADV | 12,959 | $4.46M | 0.6% | -0.4% | 0.004% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 13,987 | $4.81M | 1.0% | -0.3% | 0.004% | |
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| 5/14/2024 | Karpus Management Inc. | 21,813 | $7.51M | 0.2% | -5.2% | 0.006% | |
| 5/14/2024 | InterOcean Capital Group LLC | 2,943 | $1.01M | 0.0% | -3.6% | 0.001% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 1,617 | $557K | 0.0% | +76.3% | 0.000% | |
| 5/13/2024 | Bessemer Group Inc. | 207,549 | $71.44M | 0.1% | +8.8% | 0.060% | |
| 5/13/2024 | Windham Capital Management LLC | 24,362 | $8.39M | 6.6% | -5.6% | 0.007% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 1,428 | $492K | 0.4% | N/A | 0.000% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 24,740 | $8.52M | 0.1% | +30.5% | 0.007% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 164 | $56K | 0.0% | -29.0% | 0.000% | |
| 5/13/2024 | Rockport Wealth LLC | 764 | $263K | 0.1% | N/A | 0.000% | |
| 5/13/2024 | PAX Financial Group LLC | 3,800 | $1.31M | 0.3% | -1.0% | 0.001% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 714,064 | $245.78M | 6.9% | +9.1% | 0.207% | |
| 5/11/2024 | Spreng Capital Management Inc. | 9,791 | $3.37M | 1.8% | +104.1% | 0.003% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 123,002 | $42.34M | 3.5% | -6.7% | 0.036% | |
| 5/11/2024 | Davis R M Inc. | 2,226 | $766K | 0.0% | -7.5% | 0.001% | |
| 5/11/2024 | Alley Investment Management Company LLC | 2,642 | $910K | 0.1% | +12.0% | 0.001% | |
| 5/11/2024 | Elevatus Welath Management | 8,650 | $2.98M | 1.2% | +6.1% | 0.003% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 64,929 | $22.35M | 1.8% | -2.3% | 0.019% | |
| 5/11/2024 | Exencial Wealth Advisors LLC | 104,295 | $35.90M | 1.3% | +3.1% | 0.030% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 831 | $286K | 0.1% | N/A | 0.000% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 17,106 | $5.89M | 1.2% | N/A | 0.005% | |
| 5/11/2024 | Jacobi Capital Management LLC | 1,638 | $564K | 0.1% | -17.5% | 0.000% | |
| 5/11/2024 | Mark Sheptoff Financial Planning LLC | 473 | $163K | 0.1% | +73.3% | 0.000% | |
| 5/11/2024 | Edgestream Partners L.P. | 3,824 | $1.32M | 0.1% | +134.9% | 0.001% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 178,733 | $61.52M | 2.6% | -1.1% | 0.052% | |
| 5/11/2024 | Strait & Sound Wealth Management LLC | 4,581 | $1.59M | 0.9% | -9.8% | 0.001% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 26,552 | $9.14M | 3.1% | +0.1% | 0.008% | |
| 5/10/2024 | Osaic Holdings Inc. | 888,352 | $305.90M | 0.7% | -23.7% | 0.258% | |
| 5/10/2024 | Rodgers & Associates LTD | 37,026 | $12.74M | 1.6% | -6.7% | 0.011% | |
| 5/10/2024 | TIAA Trust National Association | 3,539,310 | $1.22B | 3.7% | +3.6% | 1.027% | |
| 5/10/2024 | Vanguard Group Inc. | 111,265 | $38.30M | 0.0% | +30.8% | 0.032% | |
| 5/10/2024 | Viawealth LLC | 3,519 | $1.21M | 0.8% | -7.7% | 0.001% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 21,757 | $7.46M | 0.8% | -8.5% | 0.006% | |
| 5/10/2024 | First Foundation Advisors | 2,074 | $714K | 0.0% | -25.8% | 0.001% | |
| 5/10/2024 | ARK & TLK Investments LLC | 1,447 | $498K | 0.2% | -4.7% | 0.000% | |
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| 5/10/2024 | Kelman Lazarov Inc. | 9,675 | $3.33M | 0.7% | -3.3% | 0.003% | |
| 5/10/2024 | Motco | 8,945 | $3.08M | 0.2% | +58.8% | 0.003% | |
| 5/10/2024 | Truepoint Inc. | 448,520 | $154.38M | 4.4% | -3.9% | 0.130% | |
| 5/10/2024 | Taylor Hoffman Wealth Management | 5,194 | $1.79M | 0.8% | -1.0% | 0.002% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 40,240 | $13.85M | 10.7% | -5.0% | 0.012% | |
| 5/10/2024 | GM Advisory Group LLC | 1,131 | $389K | 0.0% | -17.6% | 0.000% | |
| 5/10/2024 | Nwam LLC | 96,456 | $33.17M | 2.7% | -2.4% | 0.028% | |
| 5/9/2024 | Forum Financial Management LP | 4,956 | $1.71M | 0.0% | -33.2% | 0.001% | |
| 5/9/2024 | Kure Advisory LLC | 18,640 | $6.42M | 5.5% | -5.4% | 0.005% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 10,246 | $3.53M | 0.2% | -5.4% | 0.003% | |
| 5/9/2024 | Brighton Jones LLC | 16,601 | $5.71M | 0.2% | -6.0% | 0.005% | |
| 5/9/2024 | ProVise Management Group LLC | 8,929 | $3.07M | 0.3% | +0.6% | 0.003% | |
| 5/9/2024 | Leo Wealth LLC | 20,723 | $7.13M | 0.7% | +3.4% | 0.006% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 252,890 | $87.05M | 0.9% | -0.8% | 0.073% | |
| 5/9/2024 | Blair William & Co. IL | 172,530 | $59.39M | 0.2% | -0.1% | 0.050% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 17,068 | $5.88M | 0.2% | -10.2% | 0.005% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 26,674 | $9.18M | 0.2% | -15.3% | 0.008% | |
| 5/9/2024 | Condor Capital Management | 140,448 | $48.34M | 4.7% | +7.3% | 0.041% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 22,667 | $7.80M | 0.8% | -4.0% | 0.007% | |
| 5/9/2024 | Stuart Chaussee & Associates Inc. | 116 | $40K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Planning Directions Inc. | 13,662 | $4.70M | 3.3% | -9.2% | 0.004% | |
| 5/9/2024 | TBH Global Asset Management LLC | 3,143 | $1.08M | 0.2% | -16.9% | 0.001% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 1,074 | $370K | 0.0% | +55.4% | 0.000% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 1,759 | $605K | 0.3% | +33.1% | 0.001% | |
| 5/9/2024 | Texas Yale Capital Corp. | 27,026 | $9.30M | 0.4% | +2.5% | 0.008% | |
| 5/9/2024 | Angeles Wealth Management LLC | 19,769 | $6.80M | 0.7% | -17.6% | 0.006% | |
| 5/9/2024 | Interchange Capital Partners LLC | 1,532 | $527K | 0.4% | -36.5% | 0.000% | |
| 5/9/2024 | Portland Global Advisors LLC | 898 | $309K | 0.0% | -66.4% | 0.000% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 1,647 | $567K | 0.4% | +9.9% | 0.000% | |
| 5/9/2024 | Camelot Portfolios LLC | 3,960 | $1.36M | 1.3% | -21.8% | 0.001% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 3,172 | $1.09M | 0.8% | +161.1% | 0.001% | |
| 5/9/2024 | WP Advisors LLC | 2,135 | $735K | 0.2% | -2.0% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 36,619 | $12.60M | 1.3% | +26.2% | 0.011% | |
| 5/8/2024 | Barings LLC | 58,371 | $20.09M | 0.5% | N/A | 0.017% | |
| 5/8/2024 | Berkshire Money Management Inc. | 61,470 | $21.16M | 2.6% | -1.1% | 0.018% | |
| 5/8/2024 | Cozad Asset Management Inc. | 8,738 | $3.01M | 0.3% | +1.2% | 0.003% | |
| 5/8/2024 | MAI Capital Management | 96,720 | $33.29M | 0.3% | +97.6% | 0.028% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 30,746 | $10.58M | 0.7% | +6.4% | 0.009% | |
| 5/8/2024 | Bleakley Financial Group LLC | 20,239 | $6.97M | 0.2% | -1.2% | 0.006% | |
| 5/8/2024 | Winthrop Capital Management LLC | 13,229 | $4.55M | 2.1% | -0.9% | 0.004% | |
| 5/8/2024 | Great Diamond Partners LLC | 39,125 | $13.47M | 3.1% | -1.5% | 0.011% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 334,939 | $115.29M | 1.0% | +27.7% | 0.097% | |
| 5/8/2024 | US Bancorp DE | 331,371 | $114.06M | 0.2% | -7.6% | 0.096% | |
| 5/8/2024 | SP Asset Management LLC | 106,260 | $36.58M | 3.4% | -0.3% | 0.031% | |
| 5/8/2024 | Addison Capital Co | 601 | $207K | 0.1% | N/A | 0.000% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 27,367 | $9.42M | 2.2% | -13.5% | 0.008% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 25,453 | $8.76M | 0.8% | -4.4% | 0.007% | |
| 5/8/2024 | QRG Capital Management Inc. | 33,249 | $11.44M | 0.1% | -1.6% | 0.010% | |
| 5/8/2024 | O Dell Group LLC | 1,234 | $425K | 0.1% | -2.8% | 0.000% | |
| 5/8/2024 | Trademark Financial Management LLC | 2,790 | $960K | 0.8% | -10.1% | 0.001% | |
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| 5/8/2024 | Watershed Private Wealth LLC | 21,835 | $7.52M | 3.3% | +1,564.3% | 0.006% | |
| 5/8/2024 | Headlands Technologies LLC | 306 | $105K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 1,307 | $450K | 0.0% | -6.9% | 0.000% | |
| 5/8/2024 | Semus Wealth Partners LLC | 3,578 | $1.23M | 1.0% | -53.8% | 0.001% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 5,798 | $2.00M | 0.2% | -5.0% | 0.002% | |
| 5/7/2024 | Anson Capital Inc. | 641 | $221K | 0.3% | N/A | 0.000% | |
| 5/7/2024 | Verus Capital Partners LLC | 2,830 | $974K | 0.1% | -6.4% | 0.001% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 5,094 | $1.75M | 0.2% | -8.5% | 0.001% | |
| 5/7/2024 | Meeder Asset Management Inc. | 58,740 | $20.22M | 1.3% | +3.0% | 0.017% | |
| 5/7/2024 | NorthRock Partners LLC | 6,894 | $2.37M | 0.2% | +8.4% | 0.002% | |
