| 5/17/2024 | Pineridge Advisors LLC | 975 | $57K | 0.0% | -17.0% | 0.000% | |
| 5/17/2024 | Comerica Bank | 85,083 | $4.98M | 0.0% | -24.1% | 0.019% | |
| 5/17/2024 | Innealta Capital LLC | 150,646 | $8.82M | 3.7% | N/A | 0.034% | |
| 5/16/2024 | Iron Gate Global Advisors LLC | 14,752 | $856K | 0.2% | +103.2% | 0.003% | |
| 5/16/2024 | Janus Henderson Group PLC | 28,405 | $1.66M | 0.0% | -13.1% | 0.006% | |
| 5/15/2024 | Transcendent Capital Group LLC | 47,467 | $2.78M | 1.5% | -10.3% | 0.011% | |
|
| 5/15/2024 | Beaird Harris Wealth Management LLC | 4,333 | $254K | 0.0% | -5.0% | 0.001% | |
| 5/15/2024 | Kestra Advisory Services LLC | 492,462 | $28.83M | 0.2% | +31.7% | 0.110% | |
| 5/14/2024 | EP Wealth Advisors LLC | 2,605 | $153K | 0.0% | -49.4% | 0.001% | |
| 5/14/2024 | CreativeOne Wealth LLC | 20,568 | $1.20M | 0.0% | -14.2% | 0.005% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 99,224 | $5.81M | 2.3% | -28.0% | 0.022% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 8,798 | $515K | 0.1% | N/A | 0.002% | |
| 5/14/2024 | Northwest Wealth Management LLC | 268,433 | $15.72M | 4.3% | +90.2% | 0.060% | |
| 5/14/2024 | Kraft Asset Management LLC | 85,082 | $4.98M | 4.0% | -4.4% | 0.019% | |
| 5/14/2024 | RB Capital Management LLC | 57,578 | $3.37M | 0.9% | +10.5% | 0.013% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 651,028 | $38.12M | 1.8% | +6.7% | 0.145% | |
| 5/13/2024 | PYA Waltman Capital LLC | 66,376 | $3.89M | 1.4% | +9.9% | 0.015% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 18,580 | $1.09M | 0.0% | N/A | 0.004% | |
| 5/11/2024 | Cliffwater LLC | 769,975 | $44.81M | 12.1% | +0.7% | 0.172% | |
| 5/11/2024 | Lcnb Corp | 19,160 | $1.12M | 0.4% | +6.1% | 0.004% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 47,284 | $2.77M | 0.1% | +35.0% | 0.011% | |
| 5/10/2024 | Osaic Holdings Inc. | 208,735 | $12.22M | 0.0% | -32.6% | 0.047% | |
| 5/10/2024 | Vanguard Group Inc. | 260,638 | $15.26M | 0.0% | -0.9% | 0.058% | |
| 5/10/2024 | JPMorgan Chase & Co. | 69,096,284 | $4.05B | 0.3% | +322.8% | 15.435% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 60,326 | $3.50M | 0.4% | -7.0% | 0.013% | |
| 5/10/2024 | Motco | 436 | $26K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | Nwam LLC | 10,884 | $629K | 0.1% | -10.3% | 0.002% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 74,718 | $4.38M | 0.3% | +440.2% | 0.017% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 33,396 | $1.96M | 0.0% | -15.4% | 0.007% | |
| 5/9/2024 | Blair William & Co. IL | 54,296 | $3.18M | 0.0% | +19.7% | 0.012% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 696,656 | $40.79M | 1.0% | +8.7% | 0.156% | |
| 5/9/2024 | SageView Advisory Group LLC | 6,134 | $360K | 0.0% | -62.3% | 0.001% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 5,850 | $343K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 1,250,500 | $72.58M | 0.1% | +0.4% | 0.279% | |
| 5/9/2024 | Souders Financial Advisors | 115,002 | $6.73M | 1.1% | +76.6% | 0.026% | |
| 5/9/2024 | Angeles Wealth Management LLC | 2,307 | $135K | 0.0% | +9.5% | 0.001% | |
| 5/9/2024 | Portland Global Advisors LLC | 470,628 | $27.56M | 3.8% | +7.2% | 0.105% | |
| 5/9/2024 | Rogco LP | 110,712 | $6.48M | 2.7% | +6.9% | 0.025% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 14,464 | $847K | 0.1% | -39.9% | 0.003% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 813,600 | $47.64M | 5.9% | -1.8% | 0.182% | |
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| 5/8/2024 | Focused Wealth Management Inc | 3,917 | $229K | 0.0% | -9.3% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 46,270 | $2.71M | 0.0% | +466.5% | 0.010% | |
| 5/8/2024 | US Bancorp DE | 19,545 | $1.14M | 0.0% | +39.1% | 0.004% | |
| 5/8/2024 | Watershed Private Wealth LLC | 5,360 | $314K | 0.1% | -89.0% | 0.001% | |
| 5/8/2024 | New Republic Capital LLC | 453 | $27K | 0.0% | -84.5% | 0.000% | |
| 5/8/2024 | Edgehill Endowment Partners LLC | 2,074,380 | $121.46M | 14.9% | +18.1% | 0.463% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 3,619 | $211K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Anson Capital Inc. | 4,257 | $249K | 0.4% | -5.4% | 0.001% | |
| 5/7/2024 | Abbrea Capital LLC | 225,091 | $13.18M | 1.7% | +1.2% | 0.050% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 12,135 | $710K | 0.0% | -60.4% | 0.003% | |
| 5/7/2024 | Atomi Financial Group Inc. | 110,082 | $6.45M | 0.6% | +3,153.0% | 0.025% | |
| 5/7/2024 | Montag A & Associates Inc. | 4,057 | $238K | 0.0% | +67.4% | 0.001% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 18,064 | $1.06M | 0.5% | +10.6% | 0.004% | |
| 5/7/2024 | Empowered Funds LLC | 177,620 | $10.37M | 0.2% | +7.3% | 0.040% | |
| 5/7/2024 | Houlihan Financial Resource Group Ltd. | 14,008 | $820K | 0.4% | -1.4% | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 59,953 | $3.51M | 0.0% | +3.8% | 0.013% | |
| 5/6/2024 | Davidson Capital Management Inc. | 4,698 | $275K | 0.1% | +8.0% | 0.001% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 207,350 | $12.14M | 0.6% | +3.7% | 0.046% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 180,628 | $10.58M | 6.4% | -12.3% | 0.040% | |
| 5/4/2024 | PrairieView Partners LLC | 616,821 | $36.12M | 4.1% | +5.8% | 0.138% | |
| 5/4/2024 | Evergreen Advisors LLC | 436,869 | $25.58M | 7.8% | +8.8% | 0.098% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 12,097 | $709K | 0.4% | +229.0% | 0.003% | |
| 5/3/2024 | Pictet North America Advisors SA | 393,405 | $23.03M | 2.6% | +2,505.3% | 0.088% | |
| 5/3/2024 | United Community Bank | 8,001 | $468K | 0.2% | +35.6% | 0.002% | |
| 5/3/2024 | Whittier Trust Co. | 29,145 | $1.71M | 0.0% | -38.6% | 0.007% | |
| 5/2/2024 | Mutual Advisors LLC | 31,400 | $1.84M | 0.1% | -3.0% | 0.007% | |
| 5/2/2024 | Salomon & Ludwin LLC | 162,201 | $9.50M | 0.8% | +288.4% | 0.036% | |
| 5/2/2024 | RiverFront Investment Group LLC | 500,408 | $29.30M | 0.8% | +3.9% | 0.112% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 937,696 | $54.90M | 1.2% | N/A | 0.209% | |
| 5/2/2024 | Blume Capital Management Inc. | 92,950 | $5.44M | 1.3% | -4.7% | 0.021% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 17,570 | $1.03M | 0.2% | +49.4% | 0.004% | |
| 5/2/2024 | Graypoint LLC | 32,564 | $1.91M | 0.1% | +7.6% | 0.007% | |
| 5/2/2024 | Gilbert & Cook Inc. | 10,907 | $639K | 0.1% | -10.4% | 0.002% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 182,514 | $10.69M | 9.3% | -5.0% | 0.041% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 5,464 | $320K | 0.0% | +60.7% | 0.001% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 12,851 | $754K | 0.1% | +7.8% | 0.003% | |
| 5/2/2024 | REDW Wealth LLC | 82,224 | $4.81M | 1.3% | -5.5% | 0.018% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 617,734 | $36.17M | 1.4% | -2.1% | 0.138% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 81,307 | $4.76M | 0.4% | -0.3% | 0.018% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 90,690 | $5.31M | 0.3% | -6.9% | 0.020% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 462,263 | $27.07M | 3.2% | -2.0% | 0.103% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 43,983 | $2.58M | 0.6% | -2.1% | 0.010% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 64,511 | $3.78M | 0.0% | +6.8% | 0.014% | |
| 5/1/2024 | Auour Investments LLC | 68,817 | $4.03M | 1.5% | +1.1% | 0.015% | |
| 5/1/2024 | Blue Trust Inc. | 3,733,568 | $218.60M | 3.1% | -6.4% | 0.834% | |
| 5/1/2024 | Source Financial Advisors LLC | 4,294 | $251K | 0.1% | -38.9% | 0.001% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 332,042 | $19.44M | 0.0% | +5.3% | 0.074% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 9,352 | $548K | 0.0% | -33.6% | 0.002% | |
| 5/1/2024 | Retirement Group LLC | 3,868 | $226K | 0.1% | +10.5% | 0.001% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 86,029 | $5.04M | 0.4% | -0.9% | 0.019% | |
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| 5/1/2024 | Diversify Advisory Services LLC | 26,345 | $1.53M | 0.1% | N/A | 0.006% | |
| 4/30/2024 | Private Advisor Group LLC | 31,363 | $1.84M | 0.0% | -20.2% | 0.007% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 34,974 | $2.05M | 0.5% | -8.5% | 0.008% | |
| 4/30/2024 | SWS Partners | 15,605 | $914K | 0.3% | +8.0% | 0.003% | |
| 4/30/2024 | LifePlan Financial LLC | 60,343 | $3.53M | 3.2% | +11.5% | 0.013% | |
| 4/30/2024 | Concord Wealth Partners | 52,581 | $3.08M | 0.6% | -28.3% | 0.012% | |
| 4/30/2024 | Private Wealth Management Group LLC | 281,403 | $16.48M | 7.5% | +21.4% | 0.063% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 426,692 | $24.98M | 5.7% | +5.6% | 0.095% | |
| 4/30/2024 | Arkadios Wealth Advisors | 46,513 | $2.72M | 0.2% | +496.9% | 0.010% | |
| 4/30/2024 | Bull Street Advisors LLC | 60,850 | $3.56M | 1.7% | -2.2% | 0.014% | |
