| 5/11/2024 | Catalytic Wealth RIA LLC | 1,815 | $237K | 0.0% | N/A | 0.004% | |
| 5/10/2024 | Osaic Holdings Inc. | 114,539 | $14.98M | 0.0% | +2.1% | 0.255% | |
| 5/10/2024 | Rodgers & Associates LTD | 70,743 | $9.25M | 1.2% | -3.0% | 0.157% | |
| 5/10/2024 | TIAA Trust National Association | 7,458 | $975K | 0.0% | -2.5% | 0.017% | |
| 5/10/2024 | Spirepoint Private Client LLC | 2,336 | $305K | 0.0% | N/A | 0.005% | |
| 5/10/2024 | Broadview Financial Management LLC | 21,347 | $2.79M | 2.0% | -1.1% | 0.047% | |
|
| 5/10/2024 | Nwam LLC | 4,944 | $642K | 0.1% | +11.7% | 0.011% | |
| 5/9/2024 | Blair William & Co. IL | 12,333 | $1.61M | 0.0% | -2.8% | 0.027% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 8,773 | $1.15M | 0.0% | +1.2% | 0.019% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 1,942 | $254K | 0.2% | +10.8% | 0.004% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 116,344 | $15.21M | 3.5% | +7.9% | 0.259% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 110,695 | $14.47M | 0.9% | -0.8% | 0.246% | |
| 5/8/2024 | Neumann Capital Management LLC | 26,860 | $3.51M | 1.3% | -0.6% | 0.060% | |
| 5/8/2024 | Heritage Wealth Advisors | 2,288 | $299K | 0.0% | -7.6% | 0.005% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 128,917 | $16.85M | 0.1% | +24.5% | 0.286% | |
| 5/8/2024 | US Bancorp DE | 101,391 | $13.26M | 0.0% | -3.4% | 0.225% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 2,619 | $342K | 0.0% | +63.4% | 0.006% | |
| 5/7/2024 | Capital Square LLC | 6,458 | $844K | 0.6% | N/A | 0.014% | |
| 5/7/2024 | NorthRock Partners LLC | 13,032 | $1.70M | 0.1% | -9.5% | 0.029% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 13,656 | $1.79M | 0.4% | -0.9% | 0.030% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 38,707 | $5.06M | 0.2% | +174.2% | 0.086% | |
| 5/7/2024 | Atomi Financial Group Inc. | 32,561 | $4.26M | 0.4% | +434.5% | 0.072% | |
| 5/7/2024 | Montag A & Associates Inc. | 218 | $28K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Smithfield Trust Co | 402 | $53K | 0.0% | -42.1% | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,587 | $2.95M | 0.0% | +0.3% | 0.050% | |
| 5/4/2024 | SPC Financial Inc. | 199,487 | $26.08M | 2.5% | +0.6% | 0.443% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 2,307 | $302K | 0.0% | -4.7% | 0.005% | |
| 5/4/2024 | 9258 Wealth Management LLC | 3,568 | $466K | 0.1% | -3.4% | 0.008% | |
| 5/3/2024 | Larson Financial Group LLC | 20,397 | $2.67M | 0.2% | +767.6% | 0.045% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 4,659 | $609K | 0.0% | -2.0% | 0.010% | |
| 5/3/2024 | Etfidea LLC | 59,705 | $7.81M | 2.7% | +0.9% | 0.133% | |
| 5/3/2024 | Whittier Trust Co. | 10,429 | $1.36M | 0.0% | -3.2% | 0.023% | |
| 5/2/2024 | Salomon & Ludwin LLC | 107,573 | $14.06M | 1.2% | -2.2% | 0.239% | |
| 5/2/2024 | Financial Counselors Inc. | 7,780 | $1.02M | 0.0% | +9.4% | 0.017% | |
| 5/2/2024 | Peregrine Asset Advisers Inc. | 8,803 | $1.15M | 0.5% | -2.2% | 0.020% | |
| 5/2/2024 | Centerpoint Advisors LLC | 49,245 | $6.44M | 2.4% | -3.1% | 0.109% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 65,700 | $8.59M | 0.3% | +20.7% | 0.146% | |
| 5/2/2024 | Choreo LLC | 2,503 | $327K | 0.0% | -51.3% | 0.006% | |
| 5/2/2024 | Better Money Decisions LLC | 2,491 | $326K | 0.3% | N/A | 0.006% | |
| 5/2/2024 | Family Firm Inc. | 24,140 | $3.16M | 0.8% | +5.7% | 0.054% | |
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| 5/1/2024 | 1834 Investment Advisors Co. | 38,825 | $5.08M | 0.6% | -12.7% | 0.086% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 28,457 | $3.72M | 0.0% | -0.8% | 0.063% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 1,492 | $195K | 0.0% | -12.0% | 0.003% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 309 | $40K | 0.0% | -45.1% | 0.001% | |
| 4/30/2024 | Private Advisor Group LLC | 32,900 | $4.30M | 0.0% | -4.4% | 0.073% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 45,663 | $5.97M | 0.3% | +150.7% | 0.101% | |
| 4/30/2024 | SpiderRock Advisors LLC | 3,010 | $377K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | Forbes Financial Planning Inc. | 21,174 | $2.77M | 2.4% | -3.7% | 0.047% | |
| 4/30/2024 | Arkadios Wealth Advisors | 16,293 | $2.13M | 0.2% | -7.1% | 0.036% | |
| 4/30/2024 | Unionview LLC | 1,566 | $205K | 0.2% | N/A | 0.003% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 912 | $118K | 0.1% | +29.4% | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 366,948 | $47.97M | 0.1% | +0.1% | 0.815% | |
| 4/29/2024 | Greenleaf Trust | 36,886 | $4.82M | 0.0% | -1.7% | 0.082% | |
| 4/29/2024 | Harbor Advisory Corp MA | 25,784 | $3.37M | 1.1% | -5.5% | 0.057% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 25,945 | $3.39M | 0.1% | -12.7% | 0.058% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 2,730 | $357K | 0.2% | -6.9% | 0.006% | |
| 4/26/2024 | UMB Bank n.a. | 73,633 | $9.63M | 0.2% | -1.9% | 0.163% | |
| 4/26/2024 | JNBA Financial Advisors | 9,642 | $1.26M | 0.1% | -6.5% | 0.021% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 12,855 | $1.68M | 0.1% | -6.3% | 0.029% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 56,880 | $7.15M | 0.3% | -0.4% | 0.126% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 6,314 | $825K | 0.1% | +7.9% | 0.014% | |
| 4/26/2024 | Bogart Wealth LLC | 849 | $111K | 0.0% | -9.6% | 0.002% | |
| 4/25/2024 | One Day In July LLC | 3,878 | $507K | 0.1% | +8.4% | 0.009% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 4,601 | $577K | 0.0% | -7.1% | 0.010% | |
| 4/25/2024 | Telos Capital Management Inc. | 22,805 | $2.98M | 0.3% | +2.5% | 0.051% | |
| 4/24/2024 | Private Trust Co. NA | 5,226 | $683K | 0.1% | +4.9% | 0.012% | |
| 4/24/2024 | PSI Advisors LLC | 20,786 | $2.72M | 1.0% | -6.9% | 0.046% | |
| 4/24/2024 | Smith Anglin Financial LLC | 21,947 | $2.87M | 0.3% | -7.0% | 0.049% | |
| 4/24/2024 | NBT Bank N A NY | 31,465 | $4.11M | 0.3% | +20.1% | 0.070% | |
| 4/24/2024 | Essex Financial Services Inc. | 1,934 | $253K | 0.0% | N/A | 0.004% | |
| 4/23/2024 | Global Retirement Partners LLC | 14,541 | $1.90M | 0.1% | -1.0% | 0.032% | |
| 4/23/2024 | Legacy Trust | 6,703 | $876K | 0.2% | -21.8% | 0.015% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 19,326 | $2.53M | 0.2% | +8.0% | 0.043% | |
| 4/23/2024 | Fifth Third Bancorp | 70,404 | $9.20M | 0.0% | +0.6% | 0.156% | |
| 4/23/2024 | Warner Financial Inc. | 2,225 | $291K | 0.1% | N/A | 0.005% | |
| 4/23/2024 | Principle Wealth Partners LLC | 9,321 | $1.22M | 0.1% | +7.3% | 0.021% | |
| 4/23/2024 | Financial Consulate Inc. | 5,757 | $753K | 0.2% | -17.2% | 0.013% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 194,646 | $25.45M | 0.0% | -20.0% | 0.431% | |
| 4/23/2024 | Prospect Financial Services LLC | 2,143 | $280K | 0.2% | N/A | 0.005% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 1,562 | $204K | 0.0% | N/A | 0.003% | |
| 4/22/2024 | Rovin Capital UT ADV | 11,050 | $1.45M | 0.6% | N/A | 0.024% | |
| 4/22/2024 | Nilsine Partners LLC | 1,885 | $246K | 0.0% | -8.0% | 0.004% | |
| 4/22/2024 | Raymond James & Associates | 146,093 | $19.10M | 0.0% | -2.0% | 0.323% | |
| 4/22/2024 | EFG Asset Management Americas Corp. | 5,287 | $691K | 0.2% | +5.2% | 0.012% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 4,020 | $526K | 0.0% | +10.4% | 0.009% | |
| 4/19/2024 | RTD Financial Advisors Inc. | 100,473 | $13.14M | 1.8% | +1.6% | 0.222% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 26,402 | $3.45M | 0.5% | N/A | 0.058% | |
| 4/18/2024 | Saxon Interests Inc. | 3,531 | $462K | 0.2% | +72.0% | 0.008% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 79,621 | $10.41M | 1.4% | +2.5% | 0.176% | |
| 4/18/2024 | Synergy Asset Management LLC | 1,571 | $205K | 0.0% | N/A | 0.003% | |
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| 4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 25,686 | $3.36M | 0.8% | +2.9% | 0.057% | |
| 4/18/2024 | Dominguez Wealth Management Solutions Inc. | 10,789 | $1.41M | 1.1% | +2.9% | 0.024% | |
| 4/18/2024 | Ironwood Financial llc | 13,353 | $1.75M | 0.4% | -1.9% | 0.030% | |
| 4/17/2024 | Stephens Consulting LLC | 883 | $115K | 0.0% | +239.6% | 0.002% | |
| 4/17/2024 | Dumont & Blake Investment Advisors LLC | 36,419 | $4.76M | 1.4% | -0.3% | 0.081% | |
| 4/17/2024 | Guidance Capital Inc. | 4,454 | $551K | 0.2% | -38.7% | 0.010% | |
| 4/17/2024 | Vicus Capital | 13,259 | $1.73M | 0.2% | +10.1% | 0.029% | |
| 4/16/2024 | MCF Advisors LLC | 5,969 | $780K | 0.1% | -16.9% | 0.013% | |
| 4/16/2024 | Newton One Investments LLC | 53,820 | $7.04M | 3.1% | +2.8% | 0.119% | |
| 4/16/2024 | Norway Savings Bank | 1,936 | $253K | 0.1% | -25.8% | 0.004% | |
