| 11/20/2024 | Advisory Resource Group | 36,321 | $2.46M | 0.5% | -85.3% | 0.214% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 1,029,408 | $69.73M | 1.5% | -23.4% | 6.055% | |
| 11/15/2024 | MidWestOne Financial Group Inc. | 20,933 | $1.42M | 0.2% | N/A | 0.123% | |
| 11/15/2024 | MML Investors Services LLC | 29,673 | $2.01M | 0.0% | -0.5% | 0.175% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 132,934 | $9.00M | 0.2% | -7.3% | 0.782% | |
| 11/15/2024 | World Investment Advisors LLC | 346,924 | $23.50M | 0.1% | -1.5% | 2.041% | |
|
| 11/15/2024 | Jane Street Group LLC | 9,753 | $661K | 0.0% | -78.6% | 0.057% | |
| 11/15/2024 | IHT Wealth Management LLC | 2,973 | $200K | 0.0% | N/A | 0.017% | |
| 11/15/2024 | HighTower Advisors LLC | 137,168 | $9.29M | 0.0% | +2.9% | 0.807% | |
| 11/15/2024 | Kestra Investment Management LLC | 330,255 | $22.37M | 1.0% | +13.1% | 1.943% | |
| 11/14/2024 | Captrust Financial Advisors | 11,633 | $788K | 0.0% | -81.6% | 0.068% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 74,278 | $5.03M | 0.0% | +0.7% | 0.437% | |
| 11/13/2024 | Glenmede Trust Co. NA | 331,389 | $22.45M | 0.1% | +43.5% | 1.949% | |
| 11/13/2024 | FMR LLC | 717,116 | $48.57M | 0.0% | +41.5% | 4.218% | |
| 11/13/2024 | D.A. Davidson & CO. | 4,553 | $308K | 0.0% | +5.2% | 0.027% | |
| 11/12/2024 | SevenBridge Financial Group LLC | 9,973 | $729K | 0.1% | +8.3% | 0.059% | |
| 11/12/2024 | Pitcairn Co. | 3,600 | $244K | 0.0% | N/A | 0.021% | |
| 11/12/2024 | Cerity Partners LLC | 7,866 | $533K | 0.0% | -19.2% | 0.046% | |
| 11/8/2024 | Citizens Financial Group Inc. RI | 3,753 | $254K | 0.0% | N/A | 0.022% | |
| 11/8/2024 | Moran Wealth Management LLC | 10,039 | $680K | 0.0% | N/A | 0.059% | |
| 11/8/2024 | Altman Advisors Inc. | 4,855 | $329K | 0.1% | N/A | 0.029% | |
| 11/8/2024 | Fifth Third Wealth Advisors LLC | 6,957 | $471K | 0.0% | N/A | 0.041% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 36,882 | $2.50M | 0.0% | +52.1% | 0.217% | |
| 11/5/2024 | First Heartland Consultants Inc. | 2,967 | $201K | 0.0% | N/A | 0.017% | |
| 11/4/2024 | Mayflower Financial Advisors LLC | 5,744 | $389K | 0.1% | -25.2% | 0.034% | |
| 11/1/2024 | Lindbrook Capital LLC | 3,345 | $227K | 0.0% | N/A | 0.020% | |
| 11/1/2024 | CWA Asset Management Group LLC | 131,279 | $8.89M | 0.5% | N/A | 0.772% | |
| 10/30/2024 | Benchmark Financial Wealth Advisors LLC | 66,280 | $4.49M | 1.5% | +9.0% | 0.390% | |
| 10/30/2024 | HF Advisory Group LLC | 17,351 | $1.18M | 0.5% | +2.5% | 0.102% | |
| 10/30/2024 | James J. Burns & Company LLC | 71,747 | $4.86M | 0.9% | +3.1% | 0.422% | |
| 10/30/2024 | Wetzel Investment Advisors Inc. | 3,962 | $268K | 0.1% | N/A | 0.023% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 55,336 | $3.75M | 0.0% | -3.0% | 0.326% | |
| 10/29/2024 | Pure Financial Advisors LLC | 8,112 | $549K | 0.0% | +17.3% | 0.048% | |
| 10/28/2024 | US Bancorp DE | 317,374 | $21.50M | 0.0% | -0.7% | 1.867% | |
| 10/28/2024 | Congress Asset Management Co. | 35,363 | $2.40M | 0.0% | -29.7% | 0.208% | |
| 10/28/2024 | Catalyst Financial Partners LLC | 43,974 | $2.98M | 0.6% | +36.8% | 0.259% | |
| 10/25/2024 | Andina Capital Management LLC | 16,383 | $1.11M | 0.8% | +1.0% | 0.096% | |
| 10/25/2024 | Diversify Advisory Services LLC | 5,806 | $395K | 0.0% | -28.9% | 0.034% | |
| 10/25/2024 | SC&H Financial Advisors Inc. | 4,834 | $327K | 0.1% | +48.0% | 0.028% | |
| 10/23/2024 | Mayfair Advisory Group LLC | 4,939 | $333K | 0.2% | +4.1% | 0.029% | |
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| 10/23/2024 | Financial Management Network Inc. | 4,303 | $291K | 0.1% | N/A | 0.025% | |
| 10/23/2024 | DT Investment Partners LLC | 3,460 | $234K | 0.0% | -6.7% | 0.020% | |
| 10/23/2024 | CENTRAL TRUST Co | 331,646 | $22.46M | 0.5% | +14.8% | 1.951% | |
| 10/18/2024 | Raymond James & Associates | 105,781 | $7.17M | 0.0% | +119.2% | 0.622% | |
| 10/16/2024 | Heritage Family Offices LLP | 189,202 | $12.82M | 6.6% | -2.3% | 1.113% | |
| 10/15/2024 | Ulland Investment Advisors LLC | 26,550 | $1.80M | 1.3% | -4.4% | 0.156% | |
| 10/11/2024 | Creative Planning | 12,433 | $842K | 0.0% | -1.9% | 0.073% | |
| 10/11/2024 | CX Institutional | 28,980 | $1.96M | 0.1% | +20.4% | 0.170% | |
| 10/10/2024 | Simplicity Wealth LLC | 114,791 | $7.78M | 0.7% | +365.9% | 0.675% | |
| 10/9/2024 | Strong Tower Advisory Services | 20,345 | $1.38M | 0.4% | +7.9% | 0.120% | |
| 10/8/2024 | Atomi Financial Group Inc. | 3,887 | $263K | 0.0% | -12.7% | 0.023% | |
| 10/8/2024 | Mather Group LLC. | 4,067 | $275K | 0.0% | -63.7% | 0.024% | |
| 10/3/2024 | Single Point Partners LLC | 10,290 | $697K | 1.1% | N/A | 0.061% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,907 | $304K | 0.0% | N/A | 0.029% | |
| 8/28/2024 | Kestra Investment Management LLC | 292,002 | $18.28M | 1.2% | N/A | 1.718% | |
| 8/22/2024 | Cetera Investment Advisers | 18,318 | $1.15M | 0.0% | +6.4% | 0.108% | |
| 8/21/2024 | Truist Financial Corp | 284,627 | $17.82M | 0.0% | -0.1% | 1.674% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,092 | $256K | 0.0% | +272.0% | 0.024% | |
| 8/16/2024 | Creative Planning | 12,670 | $793K | 0.0% | -2.9% | 0.075% | |
| 8/16/2024 | Susquehanna International Group LLP | 57,850 | $3.62M | 0.0% | +429.9% | 0.340% | |
| 8/14/2024 | Treynor Bancshares Inc. | 6,968 | $436K | 0.5% | -38.1% | 0.041% | |
| 8/12/2024 | Kendall Capital Management | 167,949 | $10.51M | 3.5% | +6.7% | 0.988% | |
| 8/12/2024 | Blair William & Co. IL | 43,120 | $2.70M | 0.0% | +309.1% | 0.254% | |
| 8/9/2024 | SigFig Wealth Management LLC | 23,391 | $1.46M | 0.1% | +139.6% | 0.138% | |
| 8/9/2024 | One Capital Management LLC | 7,203 | $451K | 0.0% | +10.7% | 0.042% | |
| 8/9/2024 | Brown Brothers Harriman & Co. | 7,491 | $469K | 0.0% | +1,718.2% | 0.044% | |
| 8/9/2024 | Pinion Investment Advisors LLC | 5,509 | $345K | 0.2% | -17.4% | 0.032% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 520,485 | $32.58M | 0.0% | -7.0% | 3.062% | |
| 8/8/2024 | Wealthspire Advisors LLC | 398,990 | $24.98M | 0.3% | -6.0% | 2.347% | |
| 8/8/2024 | Johnson Investment Counsel Inc. | 21,424 | $1.34M | 0.0% | +6.6% | 0.126% | |
| 8/7/2024 | Coldstream Capital Management Inc. | 1,344,450 | $84.16M | 2.0% | -16.2% | 7.909% | |
| 8/6/2024 | Certuity LLC | 11,094 | $694K | 0.1% | -3.4% | 0.065% | |
| 8/6/2024 | Savant Capital LLC | 10,332 | $647K | 0.0% | N/A | 0.061% | |
| 8/5/2024 | Private Advisor Group LLC | 11,923 | $746K | 0.0% | +33.4% | 0.070% | |
| 8/2/2024 | Carmichael Hill & Associates Inc. | 2,369 | $148K | 0.1% | +8.1% | 0.014% | |
| 8/2/2024 | Little House Capital LLC | 6,876 | $430K | 0.1% | -4.2% | 0.040% | |
| 7/31/2024 | Essex Financial Services Inc. | 4,264 | $267K | 0.0% | +31.8% | 0.025% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 131,221 | $8.21M | 0.0% | -24.3% | 0.772% | |
| 7/30/2024 | GoalVest Advisory LLC | 4,339 | $272K | 0.1% | -17.4% | 0.026% | |
| 7/30/2024 | Heritage Family Offices LLP | 193,720 | $12.13M | 6.7% | N/A | 1.140% | |
| 7/30/2024 | Fort Washington Investment Advisors Inc. OH | 486,000 | $30.42M | 0.2% | N/A | 2.859% | |
| 7/29/2024 | Principal Financial Group Inc. | 17,003 | $1.06M | 0.0% | +26.6% | 0.100% | |
| 7/29/2024 | Whittier Trust Co. | 7,984 | $500K | 0.0% | +4.6% | 0.047% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 19,353 | $1.21M | 0.0% | +4.1% | 0.114% | |
| 7/26/2024 | Atomi Financial Group Inc. | 4,451 | $279K | 0.0% | +27.3% | 0.026% | |
| 7/26/2024 | Catalyst Financial Partners LLC | 32,146 | $2.01M | 0.4% | +79.8% | 0.189% | |
| 7/24/2024 | Advisory Resource Group | 246,515 | $15.43M | 3.5% | +6.9% | 1.450% | |
| 7/24/2024 | Charter Oak Capital Management LLC | 19,990 | $1.25M | 0.1% | -1.8% | 0.118% | |
| 7/23/2024 | 1620 Investment Advisors Inc. | 2,338 | $146K | 0.1% | N/A | 0.014% | |
| 7/23/2024 | Benchmark Financial Wealth Advisors LLC | 60,783 | $3.81M | 1.4% | +12.9% | 0.358% | |
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| 7/22/2024 | Atria Wealth Solutions Inc. | 32,824 | $2.06M | 0.0% | -15.5% | 0.193% | |
| 7/22/2024 | Fifth Third Bancorp | 563,524 | $35.28M | 0.1% | +4.0% | 3.315% | |
| 7/20/2024 | Means Investment CO. Inc. | 6,776 | $424K | 0.1% | -53.1% | 0.040% | |
| 7/19/2024 | Raymond James & Associates | 48,247 | $3.02M | 0.0% | +250.3% | 0.284% | |
| 7/18/2024 | Pure Financial Advisors LLC | 6,915 | $433K | 0.0% | -13.4% | 0.041% | |
| 7/17/2024 | James J. Burns & Company LLC | 69,615 | $4.36M | 0.9% | +177.3% | 0.410% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,820 | $490K | 0.0% | -55.9% | 0.046% | |
| 7/16/2024 | ORG Partners LLC | 754 | $47K | 0.0% | N/A | 0.004% | |
| 7/16/2024 | Legacy Trust | 6,647 | $416K | 0.1% | -3.7% | 0.039% | |
| 7/16/2024 | Andina Capital Management LLC | 16,215 | $1.02M | 0.8% | N/A | 0.095% | |
