| 5/17/2024 | Tidal Investments LLC | 3,619 | $276K | 0.0% | N/A | 0.020% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 16,209 | $1.24M | 0.0% | -17.9% | 0.091% | |
| 5/15/2024 | BOKF NA | 24,917 | $1.90M | 0.0% | +7.4% | 0.140% | |
| 5/14/2024 | EP Wealth Advisors LLC | 8,055 | $614K | 0.0% | -22.2% | 0.045% | |
| 5/10/2024 | TIAA Trust National Association | 2,499,671 | $190.68M | 0.6% | +4.6% | 14.083% | |
| 5/10/2024 | Kelman Lazarov Inc. | 4,723 | $360K | 0.1% | -10.5% | 0.027% | |
|
| 5/8/2024 | Avantax Advisory Services Inc. | 4,194 | $320K | 0.0% | +5.2% | 0.024% | |
| 5/8/2024 | US Bancorp DE | 62,855 | $4.80M | 0.0% | -11.7% | 0.354% | |
| 5/8/2024 | Trademark Financial Management LLC | 18,677 | $1.43M | 1.2% | +19.0% | 0.105% | |
| 5/7/2024 | Verus Capital Partners LLC | 3,132 | $239K | 0.0% | N/A | 0.018% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 7,254 | $553K | 0.1% | -8.9% | 0.041% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 2,834 | $216K | 0.1% | -23.2% | 0.016% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,198 | $473K | 0.0% | -5.9% | 0.035% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 200,124 | $15.27M | 0.1% | -2.2% | 1.127% | |
| 5/4/2024 | Evolution Advisers Inc. | 34,428 | $2.63M | 1.5% | -6.5% | 0.194% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 2,701 | $206K | 0.1% | N/A | 0.015% | |
| 5/2/2024 | Diversified LLC | 2,723 | $208K | 0.0% | N/A | 0.015% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 5,727 | $437K | 0.0% | +28.2% | 0.032% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 6,250 | $477K | 0.0% | -21.3% | 0.035% | |
| 5/1/2024 | Mission Wealth Management LP | 96,527 | $7.36M | 0.2% | -4.7% | 0.544% | |
| 4/30/2024 | Private Advisor Group LLC | 75,013 | $5.72M | 0.0% | +4.8% | 0.423% | |
| 4/30/2024 | Curtis Advisory Group LLC | 13,620 | $1.04M | 0.4% | +36.5% | 0.077% | |
| 4/30/2024 | Fountainhead AM LLC | 5,580 | $426K | 0.1% | +6.7% | 0.031% | |
| 4/30/2024 | Private Wealth Management Group LLC | 6,012 | $459K | 0.2% | -4.5% | 0.034% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 396,110 | $30.22M | 0.1% | +7.6% | 2.232% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 7,964 | $590K | 0.1% | -44.4% | 0.045% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 4,475 | $341K | 0.0% | -12.3% | 0.025% | |
| 4/25/2024 | HTLF Bank | 6,735 | $514K | 0.1% | +18.5% | 0.038% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 348,597 | $26.59M | 0.1% | -3.0% | 1.964% | |
| 4/24/2024 | Berkshire Bank | 7,121 | $543K | 0.1% | +7.1% | 0.040% | |
| 4/23/2024 | Global Retirement Partners LLC | 57,875 | $4.42M | 0.2% | +23.3% | 0.326% | |
| 4/23/2024 | McAdam LLC | 4,171 | $318K | 0.0% | +9.5% | 0.023% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 128,289 | $9.79M | 0.0% | +29.2% | 0.723% | |
| 4/22/2024 | PFG Investments LLC | 2,724 | $208K | 0.0% | N/A | 0.015% | |
| 4/22/2024 | Laurel Wealth Planning LLC | 37,033 | $2.83M | 1.9% | +2.7% | 0.209% | |
| 4/19/2024 | RTD Financial Advisors Inc. | 6,713 | $512K | 0.1% | -12.6% | 0.038% | |
| 4/18/2024 | Refined Wealth Management | 235,139 | $17.94M | 13.2% | +0.3% | 1.325% | |
| 4/18/2024 | Francis Financial Inc. | 76,498 | $5.84M | 1.9% | +3.8% | 0.431% | |
| 4/16/2024 | Occidental Asset Management LLC | 2,689 | $205K | 0.0% | N/A | 0.015% | |
| 4/16/2024 | DeDora Capital Inc. | 75,977 | $5.80M | 1.8% | -9.5% | 0.428% | |
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| 4/16/2024 | Lockerman Financial Group Inc. | 12,758 | $973K | 1.9% | -13.7% | 0.072% | |
| 4/16/2024 | Colorado Capital Management Inc. | 21,402 | $1.63M | 0.9% | -0.7% | 0.121% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 98,141 | $7.49M | 0.0% | +5.1% | 0.553% | |
| 4/15/2024 | Sandbox Financial Partners LLC | 6,626 | $505K | 0.2% | N/A | 0.037% | |
| 4/15/2024 | Revolve Wealth Partners LLC | 19,592 | $1.49M | 0.3% | +7.6% | 0.110% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 16,327 | $1.25M | 0.1% | -28.5% | 0.092% | |
| 4/12/2024 | Fermata Advisors LLC | 2,637 | $201K | 0.0% | N/A | 0.015% | |
| 4/12/2024 | AdvisorNet Financial Inc | 12,729 | $971K | 0.1% | -3.7% | 0.072% | |
| 4/11/2024 | RFG Advisory LLC | 9,241 | $705K | 0.0% | -6.7% | 0.052% | |
| 4/10/2024 | LexAurum Advisors LLC | 4,675 | $357K | 0.1% | +16.2% | 0.026% | |
| 4/10/2024 | Park Avenue Securities LLC | 18,923 | $1.44M | 0.0% | -10.5% | 0.107% | |
| 4/10/2024 | Legacy Financial Group LLC | 7,643 | $583K | 0.1% | N/A | 0.043% | |
| 4/8/2024 | RVW Wealth LLC | 161,772 | $12.34M | 1.3% | -2.4% | 0.914% | |
| 4/5/2024 | Prism Advisors Inc. | 7,356 | $561K | 0.2% | -2.9% | 0.042% | |
| 4/1/2024 | IMPACTfolio LLC | 32,268 | $2.46M | 1.5% | -6.7% | 0.182% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 19,510 | $1.36M | 0.0% | -2.9% | 0.110% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 19,753 | $1.37M | 0.0% | +21.9% | 0.112% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 1,264 | $88K | 0.0% | N/A | 0.007% | |
| 2/28/2024 | EP Wealth Advisors LLC | 10,359 | $720K | 0.0% | +93.6% | 0.059% | |
| 2/14/2024 | Chicago Wealth Management Inc. | 4,055 | $282K | 0.2% | N/A | 0.023% | |
| 2/14/2024 | Wescott Financial Advisory Group LLC | 7,838 | $545K | 0.1% | +4.2% | 0.044% | |
| 2/13/2024 | Per Stirling Capital Management LLC. | 4,187 | $291K | 0.1% | +5.5% | 0.024% | |
| 2/13/2024 | Trademark Financial Management LLC | 15,689 | $1.09M | 0.8% | N/A | 0.089% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 4,972 | $346K | 0.0% | N/A | 0.028% | |
| 2/9/2024 | Avantax Planning Partners Inc. | 14,364 | $998K | 0.0% | -7.9% | 0.081% | |
| 2/9/2024 | US Bancorp DE | 71,163 | $4.94M | 0.0% | +670.7% | 0.402% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 359,228 | $24.96M | 0.1% | -3.4% | 2.030% | |
| 2/9/2024 | Assetmark Inc. | 40,669 | $2.83M | 0.0% | +7.3% | 0.230% | |
| 2/9/2024 | Milestone Investment Advisors LLC | 553 | $38K | 0.0% | -47.5% | 0.003% | |
| 2/9/2024 | Corient Private Wealth LLC | 27,126 | $1.88M | 0.0% | +6.9% | 0.153% | |
| 2/9/2024 | Coldstream Capital Management Inc. | 27,484 | $1.91M | 0.1% | +3.1% | 0.155% | |
| 2/9/2024 | UBS Group AG | 247,795 | $17.21M | 0.0% | -3.4% | 1.400% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 19,510 | $1.36M | 0.0% | -2.9% | 0.110% | |
| 2/9/2024 | Laurel Wealth Planning LLC | 36,076 | $2.51M | 1.8% | -6.3% | 0.204% | |
| 2/8/2024 | Private Wealth Management Group LLC | 6,292 | $437K | 0.2% | N/A | 0.036% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 50,366 | $3.50M | 0.0% | -10.6% | 0.285% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 3,985 | $277K | 0.0% | -19.8% | 0.023% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 204,529 | $14.21M | 0.1% | -0.3% | 1.156% | |
| 2/7/2024 | One Capital Management LLC | 57,979 | $4.03M | 0.2% | -2.4% | 0.328% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 16,234 | $1.13M | 0.1% | +7.8% | 0.092% | |
| 2/7/2024 | VisionPoint Advisory Group LLC | 585 | $41K | 0.0% | N/A | 0.003% | |
| 2/7/2024 | Principal Securities Inc. | 1,258 | $87K | 0.0% | N/A | 0.007% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 6,219 | $432K | 0.0% | -22.2% | 0.035% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,589 | $458K | 0.0% | -6.4% | 0.037% | |
| 2/6/2024 | Lincoln National Corp | 8,719 | $606K | 0.0% | -5.6% | 0.049% | |
| 2/6/2024 | Private Advisor Group LLC | 71,594 | $4.97M | 0.0% | +5.0% | 0.404% | |
| 2/6/2024 | Rollins Financial | 3,000 | $208K | 0.0% | N/A | 0.017% | |
| 2/6/2024 | Vestmark Advisory Solutions Inc. | 85,388 | $5.93M | 0.3% | -4.2% | 0.482% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 368,297 | $25.59M | 0.0% | +9.3% | 2.081% | |
| 2/5/2024 | Mission Wealth Management LP | 101,245 | $7.03M | 0.2% | -3.2% | 0.572% | |
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| 2/5/2024 | McAdam LLC | 3,808 | $265K | 0.0% | N/A | 0.022% | |
| 2/2/2024 | Valmark Advisers Inc. | 2,943 | $204K | 0.0% | N/A | 0.017% | |
| 2/2/2024 | Golden State Equity Partners | 25,537 | $1.77M | 0.4% | +4.7% | 0.144% | |
| 2/2/2024 | Truist Financial Corp | 10,061 | $699K | 0.0% | +7.5% | 0.057% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 5,815 | $404K | 0.0% | +42.2% | 0.033% | |
| 2/1/2024 | Monument Group Wealth Advisors LLC | 3,673 | $255K | 0.2% | N/A | 0.021% | |
| 2/1/2024 | Prism Advisors Inc. | 7,574 | $526K | 0.2% | +16.7% | 0.043% | |
| 2/1/2024 | Vicus Capital | 8,186 | $569K | 0.1% | -12.9% | 0.046% | |
| 1/31/2024 | Onyx Bridge Wealth Group LLC | 14,314 | $994K | 0.2% | +36.9% | 0.081% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 9,548 | $663K | 0.1% | -43.5% | 0.054% | |
