| 11/18/2024 | Asset Allocation Strategies LLC | 25,535 | $984K | 0.3% | N/A | 0.022% | |
| 11/18/2024 | Wilson & Boucher Capital Management LLC | 8,300 | $320K | 0.2% | +3.8% | 0.007% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 134,214 | $5.17M | 0.1% | -0.7% | 0.118% | |
| 11/15/2024 | MML Investors Services LLC | 8,891 | $343K | 0.0% | -7.6% | 0.008% | |
| 11/15/2024 | Passive Capital Management LLC. | 26,441 | $1.02M | 0.4% | -2.4% | 0.023% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 8,181 | $315K | 0.0% | +27.1% | 0.007% | |
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| 11/15/2024 | EP Wealth Advisors LLC | 7,058 | $272K | 0.0% | N/A | 0.006% | |
| 11/15/2024 | Jane Street Group LLC | 326,473 | $12.58M | 0.0% | -18.4% | 0.286% | |
| 11/15/2024 | State Street Corp | 1,529,155 | $58.92M | 0.0% | -4.8% | 1.340% | |
| 11/15/2024 | Stifel Financial Corp | 81,974 | $3.16M | 0.0% | -5.1% | 0.072% | |
| 11/15/2024 | SageView Advisory Group LLC | 1,261,022 | $48.59M | 2.5% | -15.9% | 1.105% | |
| 11/15/2024 | Redwood Investment Management LLC | 227,833 | $8.80M | 0.8% | +4.4% | 0.200% | |
| 11/15/2024 | HighTower Advisors LLC | 175,320 | $6.76M | 0.0% | -0.7% | 0.154% | |
| 11/14/2024 | Flow Traders U.S. LLC | 172,460 | $6.65M | 0.3% | +34.0% | 0.151% | |
| 11/14/2024 | Captrust Financial Advisors | 432,110 | $16.65M | 0.0% | +0.7% | 0.379% | |
| 11/14/2024 | Bell Investment Advisors Inc | 98,021 | $3.78M | 0.7% | +0.7% | 0.086% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 175,999 | $6.78M | 0.7% | -0.6% | 0.154% | |
| 11/13/2024 | FMR LLC | 95,285 | $3.67M | 0.0% | +9.2% | 0.084% | |
| 11/13/2024 | Diversified LLC | 54,933 | $2.12M | 0.2% | +11.4% | 0.048% | |
| 11/13/2024 | Hancock Whitney Corp | 138,477 | $5.34M | 0.2% | +2.9% | 0.121% | |
| 11/12/2024 | Larson Financial Group LLC | 4,740 | $183K | 0.0% | -8.3% | 0.004% | |
| 11/12/2024 | Cerity Partners LLC | 94,819 | $3.65M | 0.0% | +564.7% | 0.083% | |
| 11/12/2024 | Alesco Advisors LLC | 6,400 | $247K | 0.0% | -29.2% | 0.006% | |
| 11/12/2024 | Nwam LLC | 14,196 | $547K | 0.0% | N/A | 0.012% | |
| 11/8/2024 | Avior Wealth Management LLC | 23,904 | $921K | 0.0% | -9.7% | 0.021% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 4,709,871 | $181.47M | 0.1% | +5.4% | 4.128% | |
| 11/7/2024 | Tranquility Partners LLC | 7,363 | $284K | 0.1% | -22.6% | 0.006% | |
| 11/7/2024 | Colony Family Offices LLC | 43,022 | $1.66M | 0.5% | +23.3% | 0.038% | |
| 11/7/2024 | MAI Capital Management | 19,737 | $760K | 0.0% | +12.8% | 0.017% | |
| 11/6/2024 | Accredited Investors Inc. | 5,299 | $204K | 0.0% | N/A | 0.005% | |
| 11/6/2024 | Natixis Advisors LLC | 39,146 | $1.51M | 0.0% | -18.5% | 0.034% | |
| 11/6/2024 | Black Diamond Financial LLC | 6,316 | $243K | 0.0% | -19.1% | 0.006% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 31,247 | $1.20M | 0.0% | -1.6% | 0.027% | |
| 11/6/2024 | Lifeworks Advisors LLC | 7,088 | $273K | 0.1% | N/A | 0.006% | |
| 11/6/2024 | International Private Wealth Advisors LLC | 6,262 | $241K | 0.4% | N/A | 0.005% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 162,091 | $6.25M | 0.6% | +2.7% | 0.142% | |
| 11/5/2024 | Empower Advisory Group LLC | 7,470 | $288K | 0.0% | -8.8% | 0.007% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 145,736 | $5.62M | 0.1% | -0.5% | 0.128% | |
| 11/5/2024 | Savvy Advisors Inc. | 13,613 | $525K | 0.1% | -6.9% | 0.012% | |
| 11/4/2024 | Marshall Financial Group Inc. ADV | 20,621 | $795K | 0.2% | +25.6% | 0.018% | |
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| 11/4/2024 | Noble Family Wealth LLC | 53,514 | $2.06M | 0.6% | -3.4% | 0.047% | |
| 11/1/2024 | Atria Investments Inc | 8,999 | $347K | 0.0% | +10.4% | 0.008% | |
| 11/1/2024 | Rockbridge Investment Management LCC | 535,704 | $20.64M | 2.7% | -28.9% | 0.470% | |
| 11/1/2024 | Beckerman Institutional LLC | 30,948 | $1.19M | 1.0% | N/A | 0.027% | |
| 11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 16,659 | $642K | 0.2% | -2.7% | 0.015% | |
| 11/1/2024 | Stone Point Wealth LLC | 41,678 | $1.61M | 0.5% | +6.5% | 0.037% | |
| 11/1/2024 | Vista Capital Partners Inc. | 10,440 | $402K | 0.0% | -11.1% | 0.009% | |
| 10/31/2024 | Wealth Architects LLC | 30,588 | $1.18M | 0.1% | -6.7% | 0.027% | |
| 10/31/2024 | American Capital Advisory LLC | 2,264 | $87K | 0.1% | +683.4% | 0.002% | |
| 10/30/2024 | Maia Wealth LLC | 5,550 | $206K | 0.0% | -15.3% | 0.005% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 5,381 | $207K | 0.0% | N/A | 0.005% | |
| 10/30/2024 | Balentine LLC | 2,655 | $102K | 0.0% | N/A | 0.002% | |
| 10/30/2024 | JFG Wealth Management LLC | 385,369 | $14.85M | 4.1% | -3.7% | 0.338% | |
| 10/30/2024 | Johnson Financial Group LLC | 1,109,247 | $42.74M | 5.2% | +1.2% | 0.972% | |
| 10/30/2024 | Falcon Wealth Planning | 35,854 | $1.38M | 0.2% | -36.5% | 0.031% | |
| 10/29/2024 | Private Wealth Management Group LLC | 12,793 | $493K | 0.2% | -3.9% | 0.011% | |
| 10/29/2024 | Pure Financial Advisors LLC | 616,102 | $23.74M | 0.6% | -3.5% | 0.540% | |
| 10/29/2024 | Farther Finance Advisors LLC | 3,265 | $126K | 0.0% | -32.6% | 0.003% | |
| 10/28/2024 | Fonville Wealth Management LLC | 35,027 | $1.35M | 0.5% | -1.9% | 0.031% | |
| 10/28/2024 | Focus Financial Network Inc. | 30,959 | $1.19M | 0.0% | +7.6% | 0.027% | |
| 10/28/2024 | US Bancorp DE | 41,800 | $1.61M | 0.0% | -4.3% | 0.037% | |
| 10/25/2024 | Seaside Wealth Management Inc. | 8,897 | $343K | 0.1% | -8.5% | 0.008% | |
| 10/25/2024 | Strategic Financial Planning Inc. | 189,228 | $7.29M | 4.8% | +5.8% | 0.166% | |
| 10/25/2024 | Fort Vancouver Investment Management LLC | 85,616 | $3.30M | 2.8% | -4.1% | 0.075% | |
| 10/25/2024 | Nicholas Hoffman & Company LLC. | 239,655 | $9.23M | 0.4% | +2.6% | 0.210% | |
| 10/25/2024 | Fidelis Capital Partners LLC | 12,020 | $444K | 0.1% | N/A | 0.011% | |
| 10/25/2024 | Valmark Advisers Inc. | 141,029 | $5.43M | 0.1% | -2.9% | 0.124% | |
| 10/25/2024 | Cornerstone Wealth Advisors Inc. | 80,136 | $3.09M | 0.9% | -2.7% | 0.070% | |
| 10/24/2024 | Morton Brown Family Wealth LLC | 114,831 | $4.42M | 1.6% | -60.8% | 0.101% | |
| 10/24/2024 | IVC Wealth Advisors LLC | 6,686 | $258K | 0.1% | -12.7% | 0.006% | |
| 10/24/2024 | Valley National Advisers Inc. | 157,381 | $6.06M | 1.1% | -37.2% | 0.138% | |
| 10/24/2024 | Modera Wealth Management LLC | 47,036 | $1.81M | 0.0% | -0.9% | 0.041% | |
| 10/24/2024 | GHP Investment Advisors Inc. | 462,934 | $17.84M | 0.8% | -2.2% | 0.406% | |
| 10/24/2024 | MCF Advisors LLC | 920 | $35K | 0.0% | -30.3% | 0.001% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 585,226 | $22.55M | 0.0% | -1.8% | 0.513% | |
| 10/23/2024 | CWC Advisors LLC. | 18,147 | $699K | 0.7% | N/A | 0.016% | |
| 10/23/2024 | CENTRAL TRUST Co | 60,609 | $2.34M | 0.1% | -27.3% | 0.053% | |
| 10/22/2024 | McAdam LLC | 1,367,778 | $52.70M | 3.0% | -11.1% | 1.199% | |
| 10/22/2024 | Christensen King & Associates Investment Services Inc. | 44,624 | $1.72M | 0.8% | -3.5% | 0.039% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 16,068 | $619K | 0.0% | +3.8% | 0.014% | |
| 10/22/2024 | Wooster Corthell Wealth Management Inc. | 168,424 | $6.49M | 1.4% | +1.2% | 0.148% | |
| 10/21/2024 | Financial Consulate Inc. | 163,327 | $6.29M | 1.7% | +2.3% | 0.143% | |
| 10/21/2024 | Raleigh Capital Management Inc. | 2,621 | $101K | 0.0% | +11.5% | 0.002% | |
| 10/21/2024 | Stewardship Advisors LLC | 132,848 | $5.12M | 1.4% | N/A | 0.116% | |
| 10/21/2024 | Carolina Wealth Advisors LLC | 29,018 | $1.12M | 0.6% | -3.0% | 0.025% | |
| 10/19/2024 | Columbus Macro LLC | 63,609 | $2.44M | 0.9% | -2.8% | 0.056% | |
| 10/18/2024 | Embree Financial Group | 100,028 | $3.85M | 0.7% | +6.4% | 0.088% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 24,800 | $956K | 0.5% | -2.7% | 0.022% | |
| 10/18/2024 | Integris Wealth Management LLC | 41,792 | $1.61M | 0.4% | -1.5% | 0.037% | |
| 10/18/2024 | Kohmann Bosshard Financial Services LLC | 106,724 | $4.11M | 0.5% | +0.3% | 0.094% | |
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| 10/16/2024 | Summit Financial Strategies Inc. | 9,992 | $385K | 0.0% | -10.6% | 0.009% | |
| 10/16/2024 | Sensible Money LLC | 5,343 | $206K | 0.1% | -12.0% | 0.005% | |
| 10/16/2024 | Leisure Capital Management | 24,556 | $946K | 0.4% | -20.6% | 0.022% | |
| 10/16/2024 | Clearview Wealth Advisors LLC | 16,075 | $619K | 0.5% | +10.8% | 0.014% | |
| 10/16/2024 | Asset Dedication LLC | 5,769 | $222K | 0.0% | -12.0% | 0.005% | |
| 10/16/2024 | Braun Bostich & Associates Inc. | 48,303 | $1.86M | 1.3% | -10.1% | 0.042% | |
| 10/15/2024 | Peak Financial Management Inc. | 19,233 | $741K | 0.2% | -4.1% | 0.017% | |
| 10/11/2024 | Creative Planning | 1,367,262 | $52.68M | 0.1% | -1.9% | 1.198% | |
| 10/11/2024 | Kathleen S. Wright Associates Inc. | 144,924 | $5.58M | 2.2% | +4.9% | 0.127% | |
| 10/11/2024 | Elmwood Wealth Management Inc. | 74,432 | $2.87M | 1.2% | +13.0% | 0.065% | |
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