| 5/24/2024 | Cetera Investment Advisers | 79,962 | $3.81M | 0.0% | -9.3% | 0.107% | |
| 5/21/2024 | Nepc LLC | 585,886 | $27.90M | 1.0% | +61.9% | 0.782% | |
| 5/17/2024 | Heartland Bank & Trust Co | 289,337 | $13.78M | 8.0% | +8.8% | 0.386% | |
| 5/17/2024 | Comerica Bank | 33,885 | $1.61M | 0.0% | -10.6% | 0.045% | |
| 5/17/2024 | Hancock Whitney Corp | 185,302 | $8.82M | 0.3% | -27.7% | 0.247% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 9,193 | $438K | 0.1% | N/A | 0.012% | |
|
| 5/16/2024 | Jane Street Group LLC | 390,079 | $18.58M | 0.0% | +288.8% | 0.521% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 21,116 | $1.01M | 0.0% | +67.0% | 0.028% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 65,780 | $3.13M | 0.1% | N/A | 0.088% | |
| 5/16/2024 | Captrust Financial Advisors | 1,257,407 | $59.88M | 0.2% | +7,650.8% | 1.679% | |
| 5/15/2024 | SVB Wealth LLC | 84,345 | $4.02M | 0.1% | -6.7% | 0.113% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 8,813 | $420K | 0.0% | -887.6% | 0.012% | |
| 5/15/2024 | 1832 Asset Management L.P. | 2,525,060 | $120.24M | 0.1% | +2.6% | 3.371% | |
| 5/13/2024 | PAX Financial Group LLC | 8,161 | $389K | 0.1% | +8.6% | 0.011% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 84,342 | $4.03M | 0.4% | -2.9% | 0.113% | |
| 5/10/2024 | Motco | 5,243 | $250K | 0.0% | +7.8% | 0.007% | |
| 5/8/2024 | Bleakley Financial Group LLC | 20,904 | $995K | 0.0% | -7.1% | 0.028% | |
| 5/8/2024 | Baron Wealth Management LLC | 7,091 | $338K | 0.2% | -2.9% | 0.009% | |
| 5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 482,370 | $22.97M | 0.2% | +1.6% | 0.644% | |
| 5/7/2024 | Wealthspire Advisors LLC | 440,570 | $20.98M | 0.3% | -3.8% | 0.588% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,404 | $305K | 0.0% | N/A | 0.009% | |
| 5/3/2024 | Forte Asset Management LLC | 23,963 | $1.14M | 0.7% | +1.2% | 0.032% | |
| 5/3/2024 | GSA Capital Partners LLP | 12,148 | $578K | 0.0% | +134.9% | 0.016% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 202,459 | $9.64M | 0.0% | -9.1% | 0.270% | |
| 5/1/2024 | BNP Paribas Financial Markets | 12,646 | $602K | 0.0% | +6.6% | 0.017% | |
| 5/1/2024 | Auour Investments LLC | 12,054 | $574K | 0.2% | +19.3% | 0.016% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 120,510 | $5.74M | 0.0% | +165.3% | 0.161% | |
| 5/1/2024 | Private Advisor Group LLC | 9,688 | $461K | 0.0% | -14.6% | 0.013% | |
| 4/30/2024 | Van ECK Associates Corp | 202,750 | $9.66M | 0.0% | -29.0% | 0.271% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 33,129 | $1.58M | 0.9% | +1.0% | 0.044% | |
| 4/30/2024 | Naples Global Advisors LLC | 124,943 | $5.95M | 0.6% | +3.7% | 0.167% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 43,754 | $2.08M | 0.0% | -8.4% | 0.058% | |
| 4/29/2024 | Greenleaf Trust | 9,736 | $464K | 0.0% | -8.4% | 0.013% | |
| 4/29/2024 | Principal Financial Group Inc. | 687,291 | $32.73M | 0.0% | +12.8% | 0.918% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 5,048 | $240K | 0.0% | -4.1% | 0.007% | |
| 4/29/2024 | Brio Consultants LLC | 20,646 | $983K | 0.2% | -1.7% | 0.028% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 25,756 | $1.23M | 0.1% | +4.6% | 0.034% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 33,708 | $1.61M | 0.0% | N/A | 0.045% | |
| 4/26/2024 | MONECO Advisors LLC | 4,720 | $225K | 0.0% | -46.5% | 0.006% | |
| 4/25/2024 | HTLF Bank | 145,594 | $6.93M | 0.8% | -1.4% | 0.194% | |
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| 4/25/2024 | GFS Advisors LLC | 4,200 | $200K | 0.0% | N/A | 0.006% | |
| 4/24/2024 | Simplicity Wealth LLC | 20,904 | $995K | 0.0% | N/A | 0.028% | |
| 4/23/2024 | Fifth Third Bancorp | 1,424,706 | $67.84M | 0.3% | +18.4% | 1.900% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 66,633 | $3.17M | 0.0% | -12.5% | 0.089% | |
| 4/22/2024 | EFG Asset Management Americas Corp. | 32,056 | $1.53M | 0.5% | -46.5% | 0.043% | |
| 4/20/2024 | Maryland State Retirement & Pension System | 94,932 | $4.32M | 0.1% | +302.7% | 0.127% | |
| 4/18/2024 | Total Wealth Planning LLC | 89,734 | $4.27M | 0.7% | +3.9% | 0.120% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 5,155 | $245K | 0.1% | -27.7% | 0.007% | |
| 4/16/2024 | OneAscent Financial Services LLC | 25,256 | $1.20M | 0.1% | +2.3% | 0.034% | |
| 4/16/2024 | Capital Insight Partners LLC | 76,442 | $3.64M | 0.7% | -1.2% | 0.102% | |
| 4/16/2024 | Tsfg LLC | 1,978 | $94K | 0.0% | -75.5% | 0.003% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 19,179 | $913K | 0.0% | +272.0% | 0.026% | |
| 4/15/2024 | Kwmg LLC | 79,575 | $3.79M | 0.4% | +2.2% | 0.106% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 7,051 | $336K | 0.2% | -14.8% | 0.009% | |
| 4/10/2024 | Park Avenue Securities LLC | 6,420 | $306K | 0.0% | -17.7% | 0.009% | |
| 4/9/2024 | Montecito Bank & Trust | 11,191 | $533K | 0.1% | +4.8% | 0.015% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 82,364 | $3.92M | 0.7% | -11.2% | 0.110% | |
| 4/9/2024 | Mather Group LLC. | 680 | $32K | 0.0% | N/A | 0.001% | |
| 4/5/2024 | VERITY Wealth Advisors | 9,069 | $432K | 0.3% | N/A | 0.012% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 1,204,475 | $56.67M | 0.0% | -5.4% | 1.554% | |
| 3/15/2024 | Regis Acquisition Inc. | 17,237 | $811K | 0.3% | -28.9% | 0.022% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 12,644 | $595K | 0.0% | -40.1% | 0.016% | |
| 3/13/2024 | MONECO Advisors LLC | 8,827 | $415K | 0.1% | -19.8% | 0.011% | |
| 3/4/2024 | Northwest Bank & Trust Co | 2,624 | $123K | 0.1% | N/A | 0.003% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 746,617 | $35.13M | 0.0% | -14.9% | 0.963% | |
| 2/20/2024 | Nepc LLC | 361,809 | $17.02M | 0.9% | N/A | 0.467% | |
| 2/15/2024 | Forefront Analytics LLC | 107,139 | $5.04M | 2.5% | -26.3% | 0.138% | |
| 2/15/2024 | Comerica Bank | 37,888 | $1.78M | 0.0% | +34.7% | 0.049% | |
| 2/13/2024 | Northern Trust Corp | 21,016,099 | $988.81M | 0.2% | -4.0% | 27.118% | |
| 2/13/2024 | Joseph Group Capital Management | 6,028 | $284K | 0.2% | -14.8% | 0.008% | |
| 2/13/2024 | 1832 Asset Management L.P. | 2,460,193 | $115.75M | 0.2% | +4.8% | 3.174% | |
| 2/13/2024 | Edge Capital Group LLC | 4,547 | $214K | 0.0% | N/A | 0.006% | |
| 2/13/2024 | CIBC Private Wealth Group LLC | 22,832 | $1.07M | 0.0% | N/A | 0.029% | |
| 2/13/2024 | The Manufacturers Life Insurance Company | 1,878,626 | $88.39M | 0.1% | +5.7% | 2.424% | |
| 2/13/2024 | Steward Partners Investment Solutions LLC | 5,046 | $237K | 0.1% | N/A | 0.007% | |
| 2/12/2024 | Connable Office Inc. | 365,078 | $17.18M | 2.1% | N/A | 0.471% | |
| 2/12/2024 | Heritage Wealth Advisors | 2,623 | $123K | 0.0% | N/A | 0.003% | |
| 2/12/2024 | Beta Wealth Group Inc. | 6,414 | $302K | 0.2% | -85.0% | 0.008% | |
| 2/9/2024 | Johnson Financial Group Inc. | 136,124 | $6.41M | 0.4% | N/A | 0.176% | |
| 2/9/2024 | Advisory Services Network LLC | 29,103 | $1.37M | 0.0% | -29.1% | 0.038% | |
| 2/9/2024 | Franklin Resources Inc. | 95,053 | $4.47M | 0.0% | -1.1% | 0.123% | |
| 2/9/2024 | Corient Private Wealth LLC | 12,012 | $565K | 0.0% | -17.8% | 0.015% | |
| 2/9/2024 | Motco | 4,862 | $229K | 0.0% | -29.3% | 0.006% | |
| 2/9/2024 | UBS Group AG | 401,959 | $18.91M | 0.0% | +0.5% | 0.519% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 1,204,475 | $56.67M | 0.0% | -5.4% | 1.554% | |
| 2/8/2024 | Manchester Capital Management LLC | 3,285 | $155K | 0.0% | N/A | 0.004% | |
| 2/8/2024 | Brown Advisory Inc. | 81,884 | $3.85M | 0.0% | +98.6% | 0.106% | |
| 2/8/2024 | Financial Advocates Investment Management | 6,116 | $288K | 0.0% | -16.1% | 0.008% | |
| 2/8/2024 | Stelac Advisory Services LLC | 48,833 | $2.30M | 1.2% | -6.0% | 0.063% | |
| 2/8/2024 | Great Lakes Advisors LLC | 113,264 | $5.33M | 0.1% | +4.9% | 0.146% | |
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| 2/8/2024 | Montrusco Bolton Investments Inc. | 5,045 | $237K | 0.0% | N/A | 0.007% | |
| 2/8/2024 | Quadrant Capital Group LLC | 95,894 | $4.51M | 0.4% | +815.7% | 0.124% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 222,641 | $10.48M | 0.0% | -4.5% | 0.287% | |
| 2/7/2024 | Partnership Wealth Management LLC | 1,671 | $76K | 0.1% | N/A | 0.002% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 5,678 | $267K | 0.0% | +6.4% | 0.007% | |
| 2/7/2024 | Principal Financial Group Inc. | 609,066 | $28.66M | 0.0% | -14.8% | 0.786% | |
| 2/7/2024 | BNP Paribas Financial Markets | 11,859 | $558K | 0.0% | -10.6% | 0.015% | |
| 2/7/2024 | Principal Securities Inc. | 92,625 | $4.36M | 0.2% | N/A | 0.120% | |
| 2/7/2024 | Wealthspire Advisors LLC | 458,139 | $21.56M | 0.3% | -3.1% | 0.591% | |
| 2/6/2024 | Apollon Wealth Management LLC | 5,534 | $260K | 0.0% | -23.2% | 0.007% | |
