| 6/5/2024 | Objective Capital Management LLC | 7,199 | $605K | 0.4% | -2.7% | 0.002% | |
| 5/30/2024 | Cambridge Trust Co. | 8,344 | $702K | 0.0% | +2.8% | 0.002% | |
| 5/30/2024 | Motiv8 Investments LLC | 27,720 | $2.33M | 1.8% | +4.3% | 0.007% | |
| 5/29/2024 | Garde Capital Inc. | 1,266 | $106K | 0.0% | N/A | 0.000% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 616,541 | $51.85M | 0.3% | +2.1% | 0.149% | |
| 5/24/2024 | Cetera Advisors LLC | 477,536 | $40.16M | 0.3% | -17.2% | 0.116% | |
|
| 5/24/2024 | Cetera Investment Advisers | 1,192,772 | $100.30M | 0.2% | +849.0% | 0.289% | |
| 5/24/2024 | Northwest Bank & Trust Co | 320 | $25K | 0.0% | -86.2% | 0.000% | |
| 5/22/2024 | Beck Bode LLC | 20,145 | $1.69M | 0.3% | -24.0% | 0.005% | |
| 5/21/2024 | Atria Investments Inc | 17,199 | $1.45M | 0.0% | -40.9% | 0.004% | |
| 5/21/2024 | Sanibel Captiva Trust Company Inc. | 7,170 | $603K | 0.0% | -5.3% | 0.002% | |
| 5/21/2024 | LRI Investments LLC | 1,460 | $123K | 0.0% | N/A | 0.000% | |
| 5/21/2024 | Arrow Financial Corp | 4,694 | $395K | 0.0% | -4.1% | 0.001% | |
| 5/20/2024 | Strategic Wealth Partners Ltd. | 2,615 | $220K | 0.0% | N/A | 0.001% | |
| 5/17/2024 | Citizens Financial Group Inc. RI | 30,644 | $2.58M | 0.1% | -2.5% | 0.007% | |
| 5/17/2024 | Advisory Resource Group | 5,949 | $500K | 0.1% | +2.4% | 0.001% | |
| 5/17/2024 | New Covenant Trust Company N.A. | 3,248 | $273K | 0.3% | N/A | 0.001% | |
| 5/17/2024 | XML Financial LLC | 275,194 | $23.14M | 2.4% | -1.2% | 0.067% | |
| 5/17/2024 | First Western Trust Bank | 1,188,974 | $99.98M | 4.6% | 0.0% | 0.288% | |
| 5/17/2024 | Comerica Bank | 556,168 | $46.77M | 0.2% | -0.9% | 0.135% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 118,009 | $9.92M | 0.2% | +47.5% | 0.029% | |
| 5/16/2024 | Vawter Financial Ltd. | 2,492 | $210K | 0.2% | N/A | 0.001% | |
| 5/16/2024 | Waverly Advisors LLC | 36,582 | $3.08M | 0.1% | +15.4% | 0.009% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 53,991 | $4.54M | 0.0% | +2.6% | 0.013% | |
| 5/16/2024 | Captrust Financial Advisors | 360,085 | $30.28M | 0.1% | -11.7% | 0.087% | |
| 5/15/2024 | Earnest Partners LLC | 6,366 | $535K | 0.0% | -94.4% | 0.002% | |
| 5/15/2024 | SVB Wealth LLC | 12,539 | $1.05M | 0.0% | +14.8% | 0.003% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 471 | $40K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Public Employees Retirement System of Ohio | 15,745 | $1.32M | 0.0% | N/A | 0.004% | |
| 5/15/2024 | BOKF NA | 172,681 | $14.43M | 0.3% | -29.3% | 0.042% | |
| 5/15/2024 | Kestra Advisory Services LLC | 163,749 | $13.77M | 0.1% | -50.1% | 0.040% | |
| 5/15/2024 | LRI Investments LLC | 1,460 | $120K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 58,371 | $4.91M | 0.1% | -0.6% | 0.014% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 8,078 | $679K | 0.2% | -4.1% | 0.002% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 12,142 | $1.02M | 0.0% | +33.3% | 0.003% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 5,656 | $476K | 0.0% | +6.4% | 0.001% | |
| 5/14/2024 | Robinson Capital Management LLC | 800 | $64K | 0.0% | +68.4% | 0.000% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 3,639 | $306K | 0.0% | -3.4% | 0.001% | |
| 5/14/2024 | InterOcean Capital Group LLC | 5,926 | $498K | 0.0% | -8.1% | 0.001% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 34,860 | $2.93M | 0.1% | +158.6% | 0.008% | |
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| 5/13/2024 | Bessemer Group Inc. | 45,865 | $3.86M | 0.0% | +69.9% | 0.011% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 464,429 | $39.05M | 4.3% | -25.9% | 0.112% | |
| 5/13/2024 | Texas Capital Bancshares Inc TX | 97,732 | $8.22M | 3.7% | -49.1% | 0.024% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 10,545 | $887K | 0.0% | +13.3% | 0.003% | |
| 5/13/2024 | Alerus Financial NA | 415,562 | $34.95M | 2.6% | -0.9% | 0.101% | |
| 5/11/2024 | Lcnb Corp | 23,866 | $2.01M | 0.7% | +2.0% | 0.006% | |
| 5/11/2024 | Davis R M Inc. | 15,804 | $1.33M | 0.0% | -1.8% | 0.004% | |
| 5/11/2024 | Cynosure Group LLC | 17,216 | $1.45M | 0.3% | -0.9% | 0.004% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 5,143 | $432K | 0.0% | +81.2% | 0.001% | |
| 5/10/2024 | Allstate Corp | 11,980 | $1.01M | 0.1% | N/A | 0.003% | |
| 5/10/2024 | Osaic Holdings Inc. | 552,341 | $46.46M | 0.1% | -4.1% | 0.134% | |
| 5/10/2024 | Fiducient Advisors LLC | 13,698 | $1.15M | 0.2% | +12.0% | 0.003% | |
| 5/10/2024 | TIAA Trust National Association | 4,993,527 | $419.91M | 1.3% | -11.6% | 1.212% | |
| 5/10/2024 | Vanguard Group Inc. | 54,139 | $4.55M | 0.0% | -0.8% | 0.013% | |
| 5/10/2024 | Spirepoint Private Client LLC | 3,975 | $334K | 0.1% | N/A | 0.001% | |
| 5/10/2024 | First Foundation Advisors | 421,140 | $35.41M | 1.4% | +5.8% | 0.102% | |
| 5/10/2024 | Poehling Capital Management INC. | 3,588 | $302K | 0.1% | +16.6% | 0.001% | |
| 5/10/2024 | 1ST Source Bank | 13,798 | $1.16M | 0.1% | -1.0% | 0.003% | |
| 5/10/2024 | Nwam LLC | 26,218 | $2.14M | 0.2% | -41.4% | 0.006% | |
| 5/9/2024 | Brighton Jones LLC | 103,479 | $8.70M | 0.3% | +3.2% | 0.025% | |
| 5/9/2024 | ProVise Management Group LLC | 2,914 | $245K | 0.0% | -15.1% | 0.001% | |
| 5/9/2024 | Leo Wealth LLC | 17,281 | $1.45M | 0.1% | -0.9% | 0.004% | |
| 5/9/2024 | Blair William & Co. IL | 136,204 | $11.45M | 0.0% | -5.4% | 0.033% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 24,849 | $2.09M | 0.1% | -38.0% | 0.006% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 23,130 | $1.95M | 0.0% | -1.2% | 0.006% | |
| 5/9/2024 | Ledyard National Bank | 2,891 | $243K | 0.0% | +9.6% | 0.001% | |
| 5/9/2024 | TBH Global Asset Management LLC | 6,820 | $573K | 0.1% | -2.3% | 0.002% | |
| 5/9/2024 | SageView Advisory Group LLC | 1,245 | $105K | 0.0% | -92.8% | 0.000% | |
| 5/9/2024 | Patton Fund Management Inc. | 172,829 | $14.53M | 2.6% | -1.3% | 0.042% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 94,798 | $7.97M | 1.8% | -7.2% | 0.023% | |
| 5/8/2024 | MAI Capital Management | 319,702 | $26.88M | 0.3% | +2.5% | 0.078% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 83,738 | $7.04M | 0.4% | -3.3% | 0.020% | |
| 5/8/2024 | Bleakley Financial Group LLC | 71,120 | $5.98M | 0.2% | +1.2% | 0.017% | |
| 5/8/2024 | Heritage Wealth Advisors | 22,900 | $1.93M | 0.1% | +45.4% | 0.006% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 1,043,472 | $87.75M | 0.8% | -10.1% | 0.253% | |
| 5/8/2024 | US Bancorp DE | 21,072,613 | $1.77B | 2.5% | -0.9% | 5.115% | |
| 5/8/2024 | Mycio Wealth Partners LLC | 44,745 | $3.76M | 0.9% | +4.0% | 0.011% | |
| 5/8/2024 | Russell Investments Group Ltd. | 2,424 | $204K | 0.0% | -12.3% | 0.001% | |
| 5/8/2024 | QRG Capital Management Inc. | 9,515 | $800K | 0.0% | +133.0% | 0.002% | |
| 5/8/2024 | Tranquility Partners LLC | 6,077 | $511K | 0.2% | +5.2% | 0.001% | |
| 5/8/2024 | New Republic Capital LLC | 11,861 | $997K | 0.6% | -1.5% | 0.003% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 11,141 | $936K | 0.1% | -70.1% | 0.003% | |
| 5/7/2024 | NorthRock Partners LLC | 6,348 | $534K | 0.0% | -12.6% | 0.002% | |
| 5/7/2024 | Abbrea Capital LLC | 25,949 | $2.18M | 0.3% | -4.2% | 0.006% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 27,989 | $2.35M | 0.4% | +33.4% | 0.007% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 10,477 | $881K | 0.0% | -1.3% | 0.003% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 33,030 | $2.78M | 0.1% | +4.4% | 0.008% | |
| 5/7/2024 | New South Capital Management Inc. | 43,750 | $3.68M | 0.2% | +45.0% | 0.011% | |
| 5/7/2024 | Hantz Financial Services Inc. | 294,887 | $24.80M | 8.1% | +12.2% | 0.072% | |
| 5/7/2024 | Smithfield Trust Co | 7,768 | $652K | 0.0% | -2.6% | 0.002% | |
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| 5/7/2024 | Facet Wealth Inc. | 2,532 | $207K | 0.0% | -31.7% | 0.001% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 4,132 | $347K | 0.1% | -5.3% | 0.001% | |
| 5/7/2024 | Nvwm LLC | 35,951 | $3.02M | 0.8% | -0.7% | 0.009% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 3,514 | $295K | 0.1% | -6.3% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 11,488 | $966K | 0.0% | +6.9% | 0.003% | |
| 5/7/2024 | PFG Advisors | 8,042 | $676K | 0.0% | +81.8% | 0.002% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 16,914 | $1.42M | 1.2% | -22.9% | 0.004% | |
| 5/7/2024 | Wealthspire Advisors LLC | 141,201 | $11.87M | 0.2% | +2.0% | 0.034% | |
| 5/7/2024 | Marquette Asset Management LLC | 36,587 | $3.08M | 0.5% | -2.7% | 0.009% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,868,525 | $325.30M | 1.2% | +2.7% | 0.939% | |
