| 5/9/2024 | Endowment Wealth Management Inc. | 16,496 | $1.20M | 0.9% | +26.0% | 0.001% | |
| 5/9/2024 | Rogco LP | 216,364 | $15.72M | 6.4% | +4.3% | 0.015% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 32,681 | $2.37M | 0.2% | +1.5% | 0.002% | |
| 5/8/2024 | FPC Investment Advisory Inc. | 108,820 | $7.70M | 7.6% | N/A | 0.007% | |
| 5/8/2024 | Cozad Asset Management Inc. | 3,793 | $275K | 0.0% | +5.4% | 0.000% | |
| 5/8/2024 | Bell Investment Advisors Inc | 20,862 | $1.52M | 0.3% | -10.8% | 0.001% | |
|
| 5/8/2024 | Motley Fool Wealth Management LLC | 103,707 | $7.53M | 0.4% | +15.5% | 0.007% | |
| 5/8/2024 | Bleakley Financial Group LLC | 82,104 | $5.96M | 0.2% | +13.6% | 0.006% | |
| 5/8/2024 | Heritage Wealth Advisors | 2,202 | $170K | 0.0% | +282.3% | 0.000% | |
| 5/8/2024 | Focused Wealth Management Inc | 296,705 | $21.55M | 3.3% | -10.7% | 0.020% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 251,597 | $18.27M | 0.2% | +0.8% | 0.017% | |
| 5/8/2024 | US Bancorp DE | 426,924 | $31.01M | 0.0% | -3.5% | 0.029% | |
| 5/8/2024 | Addison Capital Co | 50,257 | $3.65M | 1.8% | +525.7% | 0.003% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 5,881 | $427K | 0.1% | -6.8% | 0.000% | |
| 5/8/2024 | Astoria Strategic Wealth Inc. | 595,250 | $43.23M | 13.7% | +9.0% | 0.040% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 22,092 | $1.61M | 0.1% | +4.8% | 0.002% | |
| 5/8/2024 | Roffman Miller Associates Inc. PA | 6,958 | $505K | 0.0% | +44.0% | 0.000% | |
| 5/8/2024 | Sofi Wealth LLC | 708,023 | $51.42M | 4.8% | +11.6% | 0.048% | |
| 5/8/2024 | Watershed Private Wealth LLC | 2,914 | $212K | 0.1% | -71.0% | 0.000% | |
| 5/8/2024 | Headlands Technologies LLC | 6,521 | $474K | 0.1% | N/A | 0.000% | |
| 5/8/2024 | Verus Financial Partners Inc. | 1,322,378 | $96.04M | 11.2% | +3.7% | 0.090% | |
| 5/7/2024 | Verus Capital Partners LLC | 7,432 | $540K | 0.1% | -10.8% | 0.001% | |
| 5/7/2024 | Capital Square LLC | 22,188 | $1.61M | 1.1% | N/A | 0.002% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 184,712 | $13.42M | 1.4% | +9.7% | 0.013% | |
| 5/7/2024 | Meeder Asset Management Inc. | 33,885 | $2.46M | 0.2% | -65.6% | 0.002% | |
| 5/7/2024 | WMG Financial Advisors LLC | 52,990 | $3.85M | 2.2% | +37.6% | 0.004% | |
| 5/7/2024 | Abbrea Capital LLC | 185,179 | $13.45M | 1.8% | -5.2% | 0.013% | |
| 5/7/2024 | Sei Investments Co. | 11,928,483 | $866.37M | 1.3% | -26.9% | 0.811% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 202,802 | $14.72M | 3.0% | +5.1% | 0.014% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 11,051 | $803K | 0.2% | +9.4% | 0.001% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 26,410 | $1.92M | 0.1% | +82.2% | 0.002% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 8,082 | $587K | 0.2% | -18.1% | 0.001% | |
| 5/7/2024 | Atomi Financial Group Inc. | 53,589 | $3.89M | 0.4% | +1,143.7% | 0.004% | |
| 5/7/2024 | BCGM Wealth Management LLC | 16,421 | $1.19M | 0.4% | +5.3% | 0.001% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 21,190 | $1.54M | 0.2% | +49.0% | 0.001% | |
| 5/7/2024 | Tectonic Advisors LLC | 472,583 | $34.32M | 2.6% | +0.2% | 0.032% | |
| 5/7/2024 | Smithfield Trust Co | 253,535 | $18.39M | 1.0% | -3.9% | 0.017% | |
| 5/7/2024 | Facet Wealth Inc. | 4,560,373 | $325.70M | 11.0% | +17.2% | 0.310% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 6,603 | $480K | 0.2% | -37.3% | 0.000% | |
| 5/7/2024 | Nvwm LLC | 35,563 | $2.58M | 0.7% | -2.8% | 0.002% | |
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| 5/7/2024 | Windward Private Wealth Management Inc. | 7,670 | $557K | 0.2% | -5.3% | 0.001% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 109,422 | $7.95M | 6.0% | +4.3% | 0.007% | |
| 5/7/2024 | LPF Advisors LLC | 192,243 | $13.96M | 14.0% | +1.5% | 0.013% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 39,237 | $2.85M | 0.0% | +2.3% | 0.003% | |
| 5/7/2024 | PFG Advisors | 131,522 | $9.55M | 0.7% | +33.5% | 0.009% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 7,195 | $523K | 0.4% | +104.7% | 0.000% | |
| 5/7/2024 | Hilltop National Bank | 4,378 | $318K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | Wealthspire Advisors LLC | 321,141 | $23.32M | 0.3% | -2.4% | 0.022% | |
| 5/7/2024 | Insight Advisors LLC PA | 5,221 | $379K | 0.1% | +25.5% | 0.000% | |
| 5/7/2024 | Howard Wealth Management LLC | 17,109 | $1.24M | 1.0% | +4.8% | 0.001% | |
| 5/7/2024 | Marquette Asset Management LLC | 415 | $30K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Motive Wealth Advisors | 90,491 | $6.57M | 4.0% | +41.4% | 0.006% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,248,024 | $163.27M | 0.6% | -22.5% | 0.153% | |
| 5/6/2024 | CFO4Life Group LLC | 33,776 | $2.45M | 0.4% | +1.9% | 0.002% | |
| 5/6/2024 | Advisory Services Network LLC | 44,800 | $3.25M | 0.1% | +18.6% | 0.003% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 115,946 | $8.42M | 0.4% | +13.6% | 0.008% | |
| 5/6/2024 | Manchester Capital Management LLC | 1,108 | $80K | 0.0% | +39.0% | 0.000% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 11,838 | $860K | 0.4% | -3.8% | 0.001% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 35,058 | $2.55M | 1.8% | -14.8% | 0.002% | |
| 5/4/2024 | Hemington Wealth Management | 14,507 | $1.05M | 0.4% | +6.0% | 0.001% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 6,745 | $490K | 0.2% | -24.7% | 0.000% | |
| 5/4/2024 | Keener Financial Planning LLC | 7,855 | $571K | 0.4% | -18.3% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 80,098 | $5.82M | 0.3% | -49.1% | 0.005% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 501,090 | $36.40M | 20.4% | +4.5% | 0.034% | |
| 5/4/2024 | Gould Asset Management LLC CA | 42,176 | $3.06M | 0.7% | -3.8% | 0.003% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 2,316 | $168K | 0.0% | -6.1% | 0.000% | |
| 5/4/2024 | Commonwealth Retirement Investments LLC | 66,623 | $4.84M | 2.3% | +2.9% | 0.005% | |
| 5/4/2024 | One Degree Advisors Inc | 56,450 | $4.10M | 2.0% | -0.4% | 0.004% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 4,153 | $302K | 0.1% | +4.1% | 0.000% | |
| 5/4/2024 | Csenge Advisory Group | 35,552 | $2.58M | 0.1% | -13.6% | 0.002% | |
| 5/4/2024 | Glassman Wealth Services | 2,368 | $172K | 0.0% | -90.3% | 0.000% | |
| 5/4/2024 | Richardson Financial Services Inc. | 8,895 | $646K | 0.5% | +213.9% | 0.001% | |
| 5/3/2024 | Signaturefd LLC | 732,603 | $53.21M | 1.1% | +2.5% | 0.050% | |
| 5/3/2024 | FDx Advisors Inc. | 306,124 | $22.23M | 3.4% | -3.4% | 0.021% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 7,179 | $521K | 0.0% | -16.8% | 0.000% | |
| 5/3/2024 | TFB Advisors LLC | 5,803 | $410K | 0.1% | N/A | 0.000% | |
| 5/3/2024 | Larson Financial Group LLC | 8,775 | $637K | 0.0% | -18.4% | 0.001% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 47,719 | $3.47M | 0.3% | +3.1% | 0.003% | |
| 5/3/2024 | Lutz Financial Services LLC | 1,018,741 | $73.99M | 6.5% | +2.4% | 0.069% | |
| 5/3/2024 | Liberty Wealth Management LLC | 8,836 | $644K | 0.1% | -90.6% | 0.001% | |
| 5/3/2024 | Rinkey Investments | 3,659 | $266K | 0.1% | +12.5% | 0.000% | |
| 5/3/2024 | Absolute Capital Management LLC | 9,203 | $668K | 0.4% | +13.5% | 0.001% | |
| 5/3/2024 | Meridian Management Co. | 2,758 | $200K | 0.1% | N/A | 0.000% | |
| 5/3/2024 | Patron Partners LLC | 8,133 | $591K | 0.4% | -25.5% | 0.001% | |
| 5/2/2024 | Mutual Advisors LLC | 113,981 | $8.28M | 0.3% | +17.4% | 0.008% | |
| 5/2/2024 | RiverFront Investment Group LLC | 2,249,985 | $163.42M | 4.6% | +3.8% | 0.153% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 39,765 | $2.89M | 0.1% | -96.5% | 0.003% | |
| 5/2/2024 | Blume Capital Management Inc. | 162,743 | $11.82M | 2.9% | +0.1% | 0.011% | |
| 5/2/2024 | Financial Counselors Inc. | 16,916 | $1.23M | 0.0% | -39.1% | 0.001% | |
| 5/2/2024 | Pacific Wealth Strategies Group Inc. | 16,089 | $1.17M | 1.0% | +61.3% | 0.001% | |
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| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 266,025 | $19.32M | 3.7% | +1.1% | 0.018% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 690 | $50K | 0.0% | -32.9% | 0.000% | |
| 5/2/2024 | Graypoint LLC | 13,305 | $966K | 0.1% | -7.7% | 0.001% | |
| 5/2/2024 | Haverford Trust Co | 47,870 | $3.48M | 0.0% | -4.9% | 0.003% | |
| 5/2/2024 | Gilbert & Cook Inc. | 788,046 | $57.24M | 7.8% | +0.8% | 0.054% | |
| 5/2/2024 | Curran Financial Partners LLC | 76,908 | $5.59M | 1.9% | +3.7% | 0.005% | |
| 5/2/2024 | Lincoln National Corp | 110,974 | $8.06M | 0.1% | +30.1% | 0.008% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 847,980 | $61.59M | 3.4% | +51.6% | 0.058% | |
| 5/2/2024 | Goelzer Investment Management Inc. | 12,133 | $881K | 0.0% | -4.8% | 0.001% | |
| 5/2/2024 | Life Planning Partners Inc | 16,970 | $1.23M | 1.2% | +9.4% | 0.001% | |
