| 5/1/2024 | Blackhawk Capital Partners LLC. | 15,627 | $7.59M | 4.7% | -0.7% | 0.001% |  |
| 5/1/2024 | KFA Private Wealth Group LLC | 1,557 | $0.76M | 0.2% | +12.1% | 0.000% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 3,479 | $1.69M | 0.2% | -36.9% | 0.000% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 407,081 | $197.67M | 0.6% | +4.5% | 0.016% | |
| 5/1/2024 | Fairhaven Wealth Management LLC | 484 | $0.24M | 0.1% | N/A | 0.000% | |
| 5/1/2024 | Precision Wealth Strategies LLC | 4,289 | $2.08M | 2.0% | +25.0% | 0.000% | |
| 5/1/2024 | Peterson Wealth Services | 1,004 | $0.49M | 0.2% | +4.6% | 0.000% | |
| 5/1/2024 | Scott & Selber Inc. | 12,600 | $6.12M | 2.1% | +0.4% | 0.000% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 2,579 | $1.25M | 0.2% | +6.4% | 0.000% | |
| 5/1/2024 | Blue Trust Inc. | 6,626 | $3.22M | 0.0% | +19.5% | 0.000% | |
| 5/1/2024 | Source Financial Advisors LLC | 7,415 | $3.60M | 1.1% | -4.3% | 0.000% | |
| 5/1/2024 | Ballast Advisors LLC | 3,661 | $1.78M | 0.6% | +3.2% | 0.000% | |
| 5/1/2024 | Centric Wealth Management | 1,027 | $0.50M | 0.2% | +4.1% | 0.000% | |
| 5/1/2024 | Klingman & Associates LLC | 3,950 | $1.92M | 0.1% | +2.7% | 0.000% | |
| 5/1/2024 | Oak Ridge Investments LLC | 68,215 | $33.12M | 3.3% | +4.1% | 0.003% | |
| 5/1/2024 | Meitav Investment House Ltd. | 246,370 | $119.65M | 2.3% | -19.3% | 0.010% | |
| 5/1/2024 | Ascent Wealth Partners LLC | 8,544 | $4.15M | 0.6% | N/A | 0.000% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 2,564,770 | $1.25B | 2.3% | +17.7% | 0.101% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 584 | $0.28M | 0.0% | +31.5% | 0.000% | |
| 5/1/2024 | Baillie Gifford & Co. | 6,101,501 | $2.96B | 2.3% | +14.0% | 0.239% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 6,364 | $3.09M | 0.4% | +17.8% | 0.000% | |
| 5/1/2024 | Avior Wealth Management LLC | 24,907 | $12.09M | 0.6% | +3.3% | 0.001% | |
| 5/1/2024 | Braun Stacey Associates Inc. | 144,873 | $70.35M | 2.8% | +0.8% | 0.006% | |
| 5/1/2024 | Retirement Group LLC | 647 | $0.31M | 0.1% | +19.2% | 0.000% | |
| 5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 2,579 | $1.25M | 0.2% | -1.7% | 0.000% | |
| 5/1/2024 | Parthenon LLC | 78,635 | $38.18M | 4.8% | -0.6% | 0.003% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 22,645 | $11M | 1.6% | +12.9% | 0.001% | |
| 5/1/2024 | Wambolt & Associates LLC | 2,749 | $1.35M | 0.4% | +6.8% | 0.000% | |
| 5/1/2024 | Northcape Wealth Management LLC | 606 | $0.29M | 0.1% | -45.2% | 0.000% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 2,318 | $1.13M | 0.6% | +28.8% | 0.000% | |
| 5/1/2024 | Smith Group Asset Management LLC | 119,480 | $58.02M | 3.3% | -11.7% | 0.005% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 1,713 | $0.83M | 0.6% | +7.5% | 0.000% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 108,836 | $52.85M | 0.7% | -17.1% | 0.004% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 2,651 | $1.29M | 0.3% | +9.6% | 0.000% | |
| 5/1/2024 | Diversify Advisory Services LLC | 46,562 | $22.88M | 1.3% | N/A | 0.002% | |
| 5/1/2024 | SeaBridge Investment Advisors LLC | 8,723 | $4.24M | 1.1% | +234.1% | 0.000% | |
| 4/30/2024 | Private Advisor Group LLC | 109,012 | $52.93M | 0.4% | -5.0% | 0.004% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 7,358 | $3.57M | 0.9% | +87.2% | 0.000% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 27,986 | $13.60M | 0.7% | -3.0% | 0.001% | |
| 4/30/2024 | Vantage Investment Partners LLC | 24,899 | $12.10M | 1.1% | N/A | 0.001% | |
| 4/30/2024 | Granite Harbor Advisors Inc. | 6,620 | $3.22M | 2.2% | -2.8% | 0.000% | |
| 4/30/2024 | Retirement Systems of Alabama | 794,892 | $385.98M | 1.5% | -1.5% | 0.031% | |
| 4/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,594 | $1.75M | 0.3% | -4.8% | 0.000% | |
| 4/30/2024 | North Star Investment Management Corp. | 6,752 | $3.28M | 0.2% | +7.4% | 0.000% | |
| 4/30/2024 | Fairman Group LLC | 968 | $0.47M | 0.4% | -15.0% | 0.000% | |
| 4/30/2024 | Longbow Finance SA | 54,988 | $26.70M | 2.7% | N/A | 0.002% | |
| 4/30/2024 | Norden Group LLC | 12,293 | $5.97M | 0.4% | +172.3% | 0.000% | |
| 4/30/2024 | Dillon & Associates Inc. | 12,369 | $6.01M | 0.9% | +0.4% | 0.000% | |
| 4/30/2024 | Van ECK Associates Corp | 340,357 | $165.27M | 0.2% | +6.5% | 0.013% | |
| 4/30/2024 | Fortis Group Advisors LLC | 13,917 | $6.76M | 1.2% | +470.6% | 0.001% | |
| 4/30/2024 | SWS Partners | 5,850 | $2.84M | 0.8% | -17.1% | 0.000% | |
| 4/30/2024 | Saxony Capital Management LLC | 1,157 | $0.56M | 0.7% | +7.7% | 0.000% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 1,012 | $0.49M | 0.3% | +20.5% | 0.000% | |
| 4/30/2024 | HB Wealth Management LLC | 41,149 | $19.98M | 0.3% | +3.8% | 0.002% | |
| 4/30/2024 | Turtle Creek Wealth Advisors LLC | 11,551 | $5.61M | 1.4% | +11.9% | 0.000% | |
| 4/30/2024 | Outfitter Financial LLC | 7,810 | $3.79M | 3.1% | -2.1% | 0.000% | |
| 4/30/2024 | Foundry Financial Group Inc. | 596 | $0.29M | 0.2% | N/A | 0.000% | |
| 4/30/2024 | Mitchell Sinkler & Starr PA | 3,618 | $1.76M | 0.4% | -13.0% | 0.000% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 559 | $0.27M | 0.2% | +132.9% | 0.000% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 1,367 | $0.66M | 0.4% | -21.6% | 0.000% | |
| 4/30/2024 | Woodward Diversified Capital LLC | 3,547 | $1.72M | 1.1% | -8.7% | 0.000% | |
| 4/30/2024 | Concord Wealth Partners | 11,206 | $5.44M | 1.0% | +31.9% | 0.000% | |
| 4/30/2024 | Geneva Partners LLC | 24,507 | $11.90M | 5.3% | -0.9% | 0.001% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 1,656 | $0.80M | 0.2% | -18.3% | 0.000% | |
| 4/30/2024 | University of Texas Texas AM Investment Managment Co. | 185 | $90K | 0.0% | N/A | 0.000% | |
| 4/30/2024 | MN Wealth Advisors LLC | 1,590 | $0.77M | 0.5% | -16.8% | 0.000% | |
| 4/30/2024 | Granite Bay Wealth Management LLC | 2,158 | $1.05M | 0.6% | -98.5% | 0.000% | |
| 4/30/2024 | AFT Forsyth & Company Inc. | 4,219 | $2.05M | 1.2% | -3.2% | 0.000% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 3,691 | $1.79M | 0.6% | -1.2% | 0.000% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 24,989 | $12.13M | 0.2% | +11.6% | 0.001% | |
| 4/30/2024 | Delta Financial Group Inc. | 3,473 | $1.69M | 0.5% | -4.1% | 0.000% | |
| 4/30/2024 | Vance Wealth Inc. | 2,679 | $1.30M | 0.5% | +4.3% | 0.000% | |
| 4/30/2024 | Naples Money Management LLC | 637 | $0.31M | 0.3% | -93.1% | 0.000% | |
| 4/30/2024 | True Vision MN LLC | 855 | $0.38M | 0.3% | -39.0% | 0.000% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 43,675 | $21.21M | 1.2% | -2.8% | 0.002% | |
| 4/30/2024 | Vest Financial LLC | 2,944 | $1.43M | 0.0% | N/A | 0.000% | |
| 4/30/2024 | Sitrin Capital Management LLC | 850 | $0.41M | 0.2% | -24.6% | 0.000% | |
| 4/30/2024 | Arkadios Wealth Advisors | 25,608 | $12.44M | 1.0% | -3.7% | 0.001% | |
| 4/30/2024 | Camden National Bank | 902 | $0.44M | 0.1% | -10.0% | 0.000% | |
| 4/30/2024 | Troy Asset Management Ltd | 96,964 | $47.08M | 1.5% | -19.7% | 0.004% | |
| 4/30/2024 | Caprock Group LLC | 137,065 | $66.56M | 3.8% | +1.0% | 0.005% | |
| 4/30/2024 | Naples Global Advisors LLC | 4,959 | $2.41M | 0.2% | +0.6% | 0.000% | |
| 4/30/2024 | Perigon Wealth Management LLC | 72,066 | $34.99M | 1.1% | -10.8% | 0.003% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 2,036 | $1M | 0.6% | +12.5% | 0.000% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 6,741 | $3.27M | 0.3% | -18.7% | 0.000% | |
| 4/30/2024 | SkyOak Wealth LLC | 16,588 | $8.06M | 1.9% | -3.1% | 0.001% | |
| 4/30/2024 | Madison Wealth Partners Inc | 1,495 | $0.73M | 0.3% | +5.5% | 0.000% | |
| 4/30/2024 | M3 Advisory Group LLC | 973 | $0.47M | 0.4% | +66.3% | 0.000% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 557 | $0.27M | 0.2% | N/A | 0.000% | |
| 4/30/2024 | Independent Family Office LLC | 905 | $0.44M | 0.2% | +27.6% | 0.000% | |
| 4/30/2024 | Investment Advisory Group LLC | 2,587 | $1.26M | 0.5% | -3.2% | 0.000% | |
| 4/30/2024 | Unionview LLC | 1,042 | $0.51M | 0.4% | +3.0% | 0.000% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 1,391 | $0.67M | 0.4% | +26.8% | 0.000% | |
| 4/30/2024 | OFI Invest Asset Management | 229,391 | $103.14M | 2.8% | +49.1% | 0.009% | |
| 4/30/2024 | Renaissance Investment Group LLC | 6,910 | $3.36M | 0.8% | N/A | 0.000% | |
| 4/30/2024 | Stock Yards Bank & Trust Co. | 23,546 | $11.43M | 0.4% | -2.1% | 0.001% | |
| 4/30/2024 | Claret Asset Management Corp | 58,442 | $28.38M | 4.8% | -12.2% | 0.002% | |
| 4/30/2024 | Townsend Asset Management Corp NC ADV | 941 | $0.46M | 0.2% | +33.7% | 0.000% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 537,538 | $261.02M | 0.4% | +8.3% | 0.021% | |
| 4/29/2024 | Mcdaniel Terry & Co. | 2,106 | $1.02M | 0.1% | +93.6% | 0.000% | |
