| 11/18/2024 | Coldstream Capital Management Inc. | 15,360 | $493K | 0.0% | -4.7% | 0.085% | |
| 11/15/2024 | EP Wealth Advisors LLC | 627,520 | $20.13M | 0.2% | -17.3% | 3.467% | |
| 11/15/2024 | Jane Street Group LLC | 53,586 | $1.72M | 0.0% | +58.1% | 0.296% | |
| 11/15/2024 | HighTower Advisors LLC | 12,587 | $402K | 0.0% | -30.3% | 0.070% | |
| 11/14/2024 | Captrust Financial Advisors | 576,385 | $18.49M | 0.1% | +2.6% | 3.184% | |
| 11/14/2024 | CreativeOne Wealth LLC | 16,771 | $538K | 0.0% | +8.2% | 0.093% | |
|
| 11/13/2024 | Freedom Investment Management Inc. | 6,682 | $214K | 0.0% | -26.1% | 0.037% | |
| 11/13/2024 | Hancock Whitney Corp | 27,333 | $877K | 0.0% | +145.2% | 0.151% | |
| 11/12/2024 | Pitcairn Co. | 1,602,027 | $51.39M | 3.0% | +46.9% | 8.851% | |
| 11/12/2024 | Raymond James Trust N.A. | 7,904 | $254K | 0.0% | N/A | 0.044% | |
| 11/8/2024 | Darwin Wealth Management LLC | 197,593 | $6.34M | 1.7% | -10.3% | 1.092% | |
| 11/6/2024 | Endowment Wealth Management Inc. | 206,175 | $6.61M | 4.3% | +2.6% | 1.139% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 19,116 | $613K | 0.0% | +12.9% | 0.106% | |
| 11/4/2024 | Alaska Permanent Capital Management | 653,523 | $20.95M | 1.7% | +1.1% | 3.611% | |
| 11/4/2024 | Alaska Wealth Advisors | 410,494 | $13.17M | 2.0% | -36.6% | 2.268% | |
| 11/1/2024 | Verdence Capital Advisors LLC | 292,667 | $9.39M | 0.7% | +2.8% | 1.617% | |
| 11/1/2024 | Aspire Wealth Management Corp | 2,108 | $68K | 0.0% | -23.7% | 0.012% | |
| 10/30/2024 | Greenwood Capital Associates LLC | 8,632 | $277K | 0.0% | +3.9% | 0.048% | |
| 10/28/2024 | US Bancorp DE | 2,778 | $89K | 0.0% | N/A | 0.015% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,967 | $705K | 0.0% | -4.4% | 0.121% | |
| 10/23/2024 | BTS Asset Management Inc. | 20,593 | $661K | 0.6% | N/A | 0.114% | |
| 10/22/2024 | International Assets Investment Management LLC | 43,663 | $1.36M | 0.0% | +3,108.2% | 0.241% | |
| 10/22/2024 | Private Advisor Group LLC | 93,721 | $3.01M | 0.0% | -11.6% | 0.518% | |
| 10/18/2024 | Baron Financial Group LLC | 91,693 | $2.94M | 1.8% | -2.5% | 0.507% | |
| 10/17/2024 | Aspiriant LLC | 194,532 | $6.24M | 0.2% | +1.1% | 1.075% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 57,321 | $1.84M | 0.6% | +5.4% | 0.317% | |
| 10/11/2024 | Empirical Asset Management LLC | 39,189 | $1.26M | 0.2% | -19.5% | 0.217% | |
| 10/9/2024 | Matrix Trust Co | 3,489 | $112K | 0.0% | N/A | 0.019% | |
| 10/9/2024 | Patten Group Inc. | 7,537 | $242K | 0.1% | -25.5% | 0.042% | |
| 10/8/2024 | Brookstone Capital Management | 12,176 | $391K | 0.0% | +10.6% | 0.067% | |
| 8/19/2024 | EP Wealth Advisors LLC | 758,377 | $23.53M | 0.3% | +332.3% | 4.190% | |
| 8/14/2024 | Bank of Montreal Can | 24,288 | $754K | 0.0% | -25.0% | 0.134% | |
| 8/13/2024 | Hancock Whitney Corp | 11,148 | $346K | 0.0% | +11.4% | 0.062% | |
| 8/12/2024 | UP Strategic Wealth Investment Advisors LLC | 10,712 | $332K | 0.5% | +8.5% | 0.059% | |
| 8/12/2024 | Carolinas Wealth Consulting LLC | 1,018 | $32K | 0.0% | N/A | 0.006% | |
| 8/9/2024 | One Capital Management LLC | 277,175 | $8.60M | 0.3% | +0.3% | 1.531% | |
| 8/9/2024 | Rathbones Group PLC | 13,003 | $403K | 0.0% | -13.2% | 0.072% | |
| 8/8/2024 | HBK Sorce Advisory LLC | 96,174 | $2.98M | 0.1% | -13.7% | 0.531% | |
| 8/8/2024 | Darwin Wealth Management LLC | 220,234 | $6.83M | 3.4% | +1.1% | 1.217% | |
| 8/5/2024 | Private Advisor Group LLC | 106,016 | $3.29M | 0.0% | -20.8% | 0.586% | |
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| 8/2/2024 | Endowment Wealth Management Inc. | 201,008 | $6.24M | 4.5% | +0.2% | 1.111% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 15,458 | $480K | 0.0% | +86.7% | 0.085% | |
| 7/30/2024 | Wolf Group Capital Advisors | 82,919 | $2.57M | 1.0% | -30.7% | 0.458% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,361 | $42K | 0.0% | N/A | 0.008% | |
| 7/26/2024 | Verdence Capital Advisors LLC | 284,771 | $8.84M | 0.8% | +2.1% | 1.573% | |
| 7/23/2024 | HTLF Bank | 693,202 | $21.51M | 2.4% | +0.8% | 3.830% | |
| 7/23/2024 | Macroview Investment Management LLC | 1,884 | $58K | 0.1% | -46.4% | 0.010% | |
| 7/22/2024 | Alaska Wealth Advisors | 647,287 | $20.09M | 3.1% | +0.5% | 3.576% | |
| 7/19/2024 | Central Bank & Trust Co. | 6,506 | $202K | 0.0% | +111.3% | 0.036% | |
| 7/19/2024 | Raymond James & Associates | 163,743 | $5.08M | 0.0% | +10.1% | 0.905% | |
| 7/18/2024 | Brookstone Capital Management | 11,013 | $346K | 0.0% | N/A | 0.061% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 22,977 | $713K | 0.0% | -57.2% | 0.127% | |
| 7/16/2024 | Cooper Financial Group | 102,771 | $3.19M | 0.5% | +20.5% | 0.568% | |
| 7/15/2024 | Aspiriant LLC | 192,475 | $5.97M | 0.2% | -23.5% | 1.063% | |
| 7/12/2024 | Twelve Points Wealth Management LLC | 54,371 | $1.69M | 0.6% | +1.2% | 0.300% | |
| 7/12/2024 | Hexagon Capital Partners LLC | 8,750 | $272K | 0.1% | -22.1% | 0.048% | |
| 7/11/2024 | Strategic Advocates LLC | 34,181 | $1.06M | 0.4% | +17.1% | 0.189% | |
| 7/10/2024 | Richard P Slaughter Associates Inc | 7,317 | $227K | 0.1% | -6.4% | 0.040% | |
| 7/9/2024 | First Bank & Trust | 8,130 | $252K | 0.1% | -12.7% | 0.045% | |
| 5/17/2024 | Hancock Whitney Corp | 10,006 | $309K | 0.0% | -83.7% | 0.055% | |
| 5/17/2024 | Consultiva Wealth Management CORP. | 30,362 | $938K | 8.8% | N/A | 0.168% | |
| 5/14/2024 | EP Wealth Advisors LLC | 175,416 | $5.42M | 0.1% | +336.8% | 0.943% | |
| 5/14/2024 | CreativeOne Wealth LLC | 15,183 | $469K | 0.0% | +7.1% | 0.082% | |
| 5/14/2024 | Pitcairn Co. | 1,046,094 | $32.31M | 2.1% | +17.9% | 5.624% | |
| 5/11/2024 | Davis R M Inc. | 6,545 | $202K | 0.0% | N/A | 0.035% | |
| 5/10/2024 | Osaic Holdings Inc. | 248,466 | $7.68M | 0.0% | -16.5% | 1.336% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 111,417 | $3.44M | 0.1% | -22.5% | 0.599% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 200,640 | $6.20M | 4.6% | +4.3% | 1.079% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 7,047 | $218K | 0.0% | N/A | 0.038% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 7,976 | $246K | 0.0% | +9.9% | 0.043% | |
| 4/30/2024 | Macroview Investment Management LLC | 3,517 | $109K | 0.1% | -27.4% | 0.019% | |
| 4/29/2024 | Greenleaf Trust | 30,175 | $932K | 0.0% | -21.1% | 0.162% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 278,992 | $8.62M | 0.8% | +12.0% | 1.484% | |
| 4/25/2024 | Q3 Asset Management | 170,763 | $5.27M | 1.5% | +37.8% | 0.908% | |
| 4/25/2024 | HTLF Bank | 687,878 | $21.25M | 2.4% | -0.7% | 3.659% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 65,123 | $2.01M | 0.0% | +2.5% | 0.346% | |
| 4/22/2024 | Raymond James & Associates | 148,776 | $4.60M | 0.0% | -1.6% | 0.791% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 11,229 | $347K | 0.1% | -18.3% | 0.060% | |
| 4/17/2024 | First Bank & Trust | 9,315 | $288K | 0.1% | N/A | 0.050% | |
| 4/16/2024 | Register Financial Advisors LLC | 1,456 | $45K | 0.0% | N/A | 0.008% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 53,663 | $1.66M | 0.0% | -29.7% | 0.285% | |
| 4/15/2024 | Aspiriant LLC | 251,727 | $7.78M | 0.3% | -12.7% | 1.339% | |
| 4/11/2024 | Central Bank & Trust Co. | 3,079 | $95K | 0.0% | +20.9% | 0.015% | |
| 4/3/2024 | Strategic Advocates LLC | 29,193 | $902K | 0.3% | +61.2% | 0.139% | |
| 3/5/2024 | Greenwood Capital Associates LLC | 7,260 | $219K | 0.0% | -32.5% | 0.035% | |
| 2/28/2024 | EP Wealth Advisors LLC | 40,162 | $1.21M | 0.0% | -10.5% | 0.191% | |
| 2/20/2024 | Able Wealth Management LLC | 5,000 | $150K | 0.1% | N/A | 0.024% | |
| 2/13/2024 | Rathbones Group PLC | 17,865 | $538K | 0.0% | -18.4% | 0.085% | |
| 2/12/2024 | Parallel Advisors LLC | 1,697 | $51K | 0.0% | -18.4% | 0.008% | |
| 2/9/2024 | CreativeOne Wealth LLC | 14,170 | $427K | 0.0% | +6.8% | 0.067% | |
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| 2/9/2024 | Coldstream Capital Management Inc. | 18,779 | $565K | 0.0% | -60.0% | 0.089% | |
| 2/9/2024 | UBS Group AG | 275,355 | $8.29M | 0.0% | -4.1% | 1.311% | |
| 2/7/2024 | Strategic Advocates LLC | 18,106 | $545K | 0.2% | N/A | 0.086% | |
| 2/7/2024 | NBC Securities Inc. | 869 | $26K | 0.0% | -34.8% | 0.004% | |
| 2/7/2024 | Darwin Wealth Management LLC | 236,817 | $7.13M | 1.9% | -8.5% | 1.128% | |
| 2/6/2024 | Private Advisor Group LLC | 133,961 | $4.03M | 0.0% | -3.3% | 0.638% | |
| 2/6/2024 | Beacon Harbor Wealth Advisors Inc. | 299,562 | $9.02M | 2.6% | +2.9% | 1.426% | |
| 2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 29,022 | $874K | 0.0% | N/A | 0.138% | |
| 2/5/2024 | Hexagon Capital Partners LLC | 13,743 | $414K | 0.1% | -44.5% | 0.065% | |
| 2/5/2024 | Brio Consultants LLC | 727,758 | $21.91M | 3.9% | +1.8% | 3.466% | |
