| 5/15/2024 | SVB Wealth LLC | 240,878 | $26.09M | 0.6% | -8.2% | 0.357% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 66,870 | $7.24M | 0.7% | -6.6% | 0.099% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 2,364 | $256K | 0.0% | -4.3% | 0.003% | |
| 5/14/2024 | EP Wealth Advisors LLC | 28,941 | $3.14M | 0.0% | -1.7% | 0.043% | |
| 5/14/2024 | CreativeOne Wealth LLC | 9,356 | $1.01M | 0.0% | N/A | 0.014% | |
| 5/14/2024 | Mattern Capital Management LLC | 3,811 | $413K | 0.1% | -7.2% | 0.006% | |
|
| 5/14/2024 | Natixis | 2,361 | $256K | 0.0% | -32.3% | 0.003% | |
| 5/13/2024 | Bessemer Group Inc. | 1,828 | $197K | 0.0% | +85.4% | 0.003% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 27,175 | $2.94M | 0.2% | -8.3% | 0.040% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 19,867 | $2.15M | 0.0% | -3.1% | 0.029% | |
| 5/9/2024 | Blair William & Co. IL | 20,617 | $2.23M | 0.0% | +3.8% | 0.031% | |
| 5/9/2024 | SageView Advisory Group LLC | 58,475 | $6.38M | 0.3% | +241.9% | 0.087% | |
| 5/9/2024 | MB Generational Wealth LLC | 5,031 | $545K | 0.5% | -39.2% | 0.007% | |
| 5/9/2024 | Angeles Wealth Management LLC | 3,048 | $330K | 0.0% | N/A | 0.005% | |
| 5/8/2024 | Financial & Tax Architects LLC | 23,158 | $2.51M | 0.7% | -1.5% | 0.034% | |
| 5/8/2024 | Bleakley Financial Group LLC | 16,270 | $1.76M | 0.1% | -7.0% | 0.024% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 13,004 | $1.41M | 0.0% | -1.4% | 0.019% | |
| 5/8/2024 | US Bancorp DE | 16,793 | $1.82M | 0.0% | -7.0% | 0.025% | |
| 5/8/2024 | Russell Investments Group Ltd. | 784 | $85K | 0.0% | +464.0% | 0.001% | |
| 5/8/2024 | QRG Capital Management Inc. | 2,994 | $324K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | Verus Capital Partners LLC | 2,180 | $236K | 0.0% | -26.5% | 0.003% | |
| 5/7/2024 | EQ LLC | 26,212 | $2.84M | 1.7% | +6.6% | 0.039% | |
| 5/7/2024 | PFG Advisors | 14,653 | $1.59M | 0.1% | -73.9% | 0.022% | |
| 5/7/2024 | Stokes Family Office LLC | 4,905 | $531K | 0.1% | -2.5% | 0.007% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 39,866 | $4.32M | 0.0% | N/A | 0.059% | |
| 5/6/2024 | CFO4Life Group LLC | 261,200 | $28.29M | 5.1% | +5.1% | 0.387% | |
| 5/4/2024 | Csenge Advisory Group | 2,238 | $242K | 0.0% | -10.3% | 0.003% | |
| 5/3/2024 | Signaturefd LLC | 84,379 | $9.14M | 0.2% | -2.6% | 0.125% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 15,601 | $1.69M | 0.0% | -26.0% | 0.023% | |
| 5/2/2024 | First Command Advisory Services Inc. | 5,560 | $602K | 0.0% | -20.5% | 0.008% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 9,591 | $971K | 0.8% | +14.6% | 0.014% | |
| 5/2/2024 | Haverford Trust Co | 154,862 | $16.77M | 0.2% | +7.0% | 0.229% | |
| 5/2/2024 | Choreo LLC | 5,927 | $642K | 0.0% | +7.8% | 0.009% | |
| 5/1/2024 | Stone Point Wealth LLC | 1,862 | $202K | 0.1% | N/A | 0.003% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 292,802 | $31.71M | 0.1% | -0.8% | 0.433% | |
| 5/1/2024 | BNP Paribas Financial Markets | 40,700 | $4.41M | 0.0% | +54.1% | 0.060% | |
| 5/1/2024 | Summit Wealth Group LLC | 89,747 | $9.72M | 6.6% | +2.5% | 0.133% | |
| 5/1/2024 | Retirement Group LLC | 896 | $97K | 0.0% | -55.4% | 0.001% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 12,034 | $1.30M | 0.1% | -5.5% | 0.018% | |
| 4/30/2024 | MA Private Wealth | 12,575 | $1.36M | 0.3% | -7.7% | 0.019% | |
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| 4/30/2024 | Foundry Financial Group Inc. | 1,914 | $207K | 0.1% | -37.2% | 0.003% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 7,471 | $809K | 0.1% | -8.8% | 0.011% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 310,957 | $33.68M | 0.1% | -34.9% | 0.460% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 534 | $58K | 0.0% | -25.0% | 0.001% | |
| 4/29/2024 | American Capital Advisory LLC | 3,736 | $405K | 0.3% | +507.5% | 0.005% | |
| 4/26/2024 | UMB Bank n.a. | 9,653 | $1.05M | 0.0% | -5.7% | 0.014% | |
| 4/25/2024 | W Advisors LLC | 3,621 | $392K | 0.3% | -3.0% | 0.005% | |
| 4/25/2024 | TNF LLC | 6,067 | $626K | 0.2% | -8.5% | 0.009% | |
| 4/24/2024 | Leavell Investment Management Inc. | 2,793 | $303K | 0.0% | +31.4% | 0.004% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 1,540 | $167K | 0.1% | -58.6% | 0.002% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 2,425 | $263K | 0.0% | -5.9% | 0.004% | |
| 4/24/2024 | Simplicity Wealth LLC | 16,270 | $1.76M | 0.0% | N/A | 0.024% | |
| 4/24/2024 | Spire Wealth Management | 2,325 | $252K | 0.0% | +8.2% | 0.003% | |
| 4/24/2024 | Gunma Bank Ltd. | 97,000 | $10.51M | 5.5% | +340.9% | 0.143% | |
| 4/23/2024 | Global Retirement Partners LLC | 7,085 | $767K | 0.0% | +33.4% | 0.010% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 2,502 | $271K | 0.1% | -52.6% | 0.004% | |
| 4/23/2024 | Fifth Third Bancorp | 13,176 | $1.43M | 0.0% | -50.7% | 0.019% | |
| 4/23/2024 | McAdam LLC | 20,809 | $2.25M | 0.1% | -3.7% | 0.031% | |
| 4/23/2024 | Strategic Blueprint LLC | 5,405 | $585K | 0.0% | -31.2% | 0.008% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 120,655 | $13.07M | 0.0% | -10.4% | 0.178% | |
| 4/22/2024 | Raymond James & Associates | 307,988 | $33.36M | 0.0% | -10.9% | 0.453% | |
| 4/22/2024 | EFG Asset Management Americas Corp. | 13,637 | $1.48M | 0.4% | -57.6% | 0.020% | |
| 4/19/2024 | True Link Financial Advisors LLC | 12,145 | $1.32M | 0.1% | N/A | 0.018% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 8,111 | $878K | 0.7% | +19.3% | 0.012% | |
| 4/19/2024 | AWM Capital LLC | 3,878 | $420K | 0.1% | N/A | 0.006% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 34,130 | $3.70M | 0.0% | -14.2% | 0.050% | |
| 4/18/2024 | State of Michigan Retirement System | 456,400 | $49.43M | 0.3% | +41.1% | 0.672% | |
| 4/18/2024 | Diversified Trust Co | 17,539 | $1.90M | 0.1% | -12.9% | 0.026% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 9,327 | $1.01M | 0.4% | -6.0% | 0.014% | |
| 4/17/2024 | Trilogy Capital Inc. | 132,310 | $14.33M | 0.8% | -4.8% | 0.195% | |
| 4/17/2024 | Physician Wealth Advisors Inc. | 9,147 | $926K | 0.2% | +3.3% | 0.013% | |
| 4/17/2024 | Symphony Financial Ltd. Co. | 3,506 | $380K | 0.1% | -8.0% | 0.005% | |
| 4/16/2024 | Kathmere Capital Management LLC | 399,125 | $43.23M | 4.9% | +2.5% | 0.587% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 2,364 | $251K | 0.0% | -4.3% | 0.003% | |
| 4/16/2024 | Hengehold Capital Management LLC | 4,010 | $434K | 0.0% | -32.4% | 0.006% | |
| 4/16/2024 | Cypress Wealth Services LLC | 7,550 | $818K | 0.2% | -17.4% | 0.011% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 33,557 | $3.64M | 0.0% | -12.3% | 0.049% | |
| 4/15/2024 | Sar Wealth Management Group LLC | 36,681 | $3.97M | 3.6% | -3.1% | 0.054% | |
| 4/15/2024 | Brookstone Capital Management | 2,671 | $289K | 0.0% | -7.2% | 0.004% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,269 | $137K | 0.0% | -33.6% | 0.002% | |
| 4/12/2024 | Nova R Wealth Inc. | 2,376 | $257K | 0.1% | -50.8% | 0.003% | |
| 4/12/2024 | Northwest Investment Counselors LLC | 502 | $54K | 0.0% | N/A | 0.001% | |
| 4/12/2024 | Anderson Hoagland & Co. | 78,036 | $8.13M | 0.9% | +4.1% | 0.110% | |
| 4/11/2024 | International Assets Investment Management LLC | 2,441 | $263K | 0.0% | -43.3% | 0.003% | |
| 4/11/2024 | &PARTNERS | 2,642 | $286K | 0.0% | N/A | 0.004% | |
| 4/11/2024 | ONE Advisory Partners LLC | 2,767 | $300K | 0.1% | -21.3% | 0.004% | |
| 4/9/2024 | Montecito Bank & Trust | 10,600 | $1.15M | 0.2% | -20.9% | 0.015% | |
| 4/9/2024 | Richard P Slaughter Associates Inc | 5,072 | $549K | 0.1% | -15.3% | 0.007% | |
| 4/9/2024 | Foster Group Inc. | 104,725 | $11.34M | 0.6% | +26.2% | 0.147% | |
| 4/9/2024 | Deane Retirement Strategies Inc. | 76,447 | $8.27M | 4.2% | N/A | 0.107% | |
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| 4/9/2024 | Mather Group LLC. | 855 | $86K | 0.0% | N/A | 0.001% | |
| 4/5/2024 | GAMMA Investing LLC | 316 | $34K | 0.0% | +10,433.3% | 0.000% | |
| 4/2/2024 | Stonehearth Capital Management LLC | 327,147 | $35.43M | 16.0% | +20.7% | 0.460% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 696,791 | $70.49M | 0.1% | -9.3% | 0.979% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 14,191 | $1.44M | 0.0% | -4.1% | 0.020% | |
| 3/14/2024 | Leo Wealth LLC | 2,014 | $208K | 0.0% | N/A | 0.003% | |
| 3/6/2024 | SageView Advisory Group LLC | 17,101 | $1.73M | 0.1% | -28.1% | 0.024% | |
| 2/28/2024 | Bbjs Financial Advisors LLC | 64,489 | $6.52M | 2.3% | +1.3% | 0.091% | |
| 2/28/2024 | EP Wealth Advisors LLC | 29,433 | $2.98M | 0.0% | +6.3% | 0.041% | |
| 2/27/2024 | Beaird Harris Wealth Management LLC | 71,570 | $7.24M | 0.8% | -4.1% | 0.101% | |
