| 5/8/2024 | Bleakley Financial Group LLC | 1,865 | $219K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Neumann Capital Management LLC | 29,700 | $3.48M | 1.2% | -3.6% | 0.020% | |
| 5/8/2024 | US Bancorp DE | 37,709 | $4.42M | 0.0% | -4.7% | 0.026% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 50,639 | $5.94M | 0.6% | -32.5% | 0.035% | |
| 5/7/2024 | Verus Capital Partners LLC | 5,002 | $586K | 0.1% | +135.7% | 0.003% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 14,009 | $1.64M | 0.3% | -1.6% | 0.010% | |
|
| 5/7/2024 | Concurrent Investment Advisors LLC | 84,900 | $9.95M | 0.4% | +23.3% | 0.058% | |
| 5/7/2024 | BOS Asset Management LLC | 54,447 | $6.38M | 3.4% | N/A | 0.037% | |
| 5/7/2024 | Facet Wealth Inc. | 970,736 | $113.72M | 3.8% | +5.8% | 0.666% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 25,682 | $3.01M | 1.5% | +1.2% | 0.018% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 37,084 | $4.35M | 1.8% | -5.7% | 0.025% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 10,059 | $1.18M | 0.0% | +0.9% | 0.007% | |
| 5/7/2024 | PFG Advisors | 14,435 | $1.69M | 0.1% | -2.8% | 0.010% | |
| 5/7/2024 | Motive Wealth Advisors | 61,863 | $7.25M | 4.4% | +116.9% | 0.042% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 28,619 | $3.35M | 0.0% | N/A | 0.020% | |
| 5/6/2024 | Mitchell Capital Management Co. | 8,270 | $969K | 0.2% | -88.0% | 0.006% | |
| 5/6/2024 | Financial Council LLC | 92,593 | $10.85M | 6.4% | -1.9% | 0.064% | |
| 5/4/2024 | 9258 Wealth Management LLC | 6,661 | $781K | 0.1% | -1.4% | 0.005% | |
| 5/4/2024 | Csenge Advisory Group | 28,816 | $3.38M | 0.2% | +9.3% | 0.020% | |
| 5/3/2024 | GSA Capital Partners LLP | 3,707 | $434K | 0.0% | N/A | 0.003% | |
| 5/2/2024 | Hudock Inc. | 134,067 | $15.71M | 3.5% | -1.2% | 0.092% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 3,338 | $391K | 0.3% | N/A | 0.002% | |
| 5/2/2024 | Quent Capital LLC | 73,384 | $8.60M | 1.0% | +1.4% | 0.050% | |
| 5/2/2024 | Vantage Financial Partners LLC | 101,916 | $11.95M | 3.2% | +2.8% | 0.070% | |
| 5/2/2024 | Lincoln National Corp | 51,842 | $6.08M | 0.1% | +77.1% | 0.036% | |
| 5/2/2024 | Presilium Private Wealth LLC | 9,420 | $1.10M | 0.3% | -9.3% | 0.006% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 7,815 | $916K | 0.2% | +12.5% | 0.005% | |
| 5/2/2024 | Palisade Asset Management LLC | 840 | $98K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 52,640 | $6.17M | 0.0% | +54.2% | 0.036% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 8,722 | $1.02M | 0.7% | -7.8% | 0.006% | |
| 5/1/2024 | Blue Trust Inc. | 1,463,021 | $171.48M | 2.4% | +0.8% | 1.003% | |
| 5/1/2024 | Oak Ridge Investments LLC | 3,416 | $400K | 0.0% | -66.6% | 0.002% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 6,855 | $804K | 0.1% | +4.0% | 0.005% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 1,709 | $200K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 10,349 | $1.21M | 0.0% | +199.7% | 0.007% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 16,664 | $1.95M | 0.0% | +4.0% | 0.011% | |
| 5/1/2024 | Diversify Advisory Services LLC | 3,710 | $435K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Private Advisor Group LLC | 181,420 | $21.26M | 0.2% | +0.6% | 0.124% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 9,521 | $1.12M | 0.1% | +32.2% | 0.007% | |
| 4/30/2024 | SpiderRock Advisors LLC | 4,900 | $567K | 0.0% | N/A | 0.003% | |
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| 4/30/2024 | Foundry Financial Group Inc. | 44,693 | $5.24M | 3.7% | +8.8% | 0.031% | |
| 4/30/2024 | Mitchell Sinkler & Starr PA | 920 | $108K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 11,879 | $1.39M | 0.5% | -3.6% | 0.008% | |
| 4/30/2024 | JMG Financial Group Ltd. | 26,181 | $3.07M | 0.1% | -10.8% | 0.018% | |
| 4/30/2024 | Perigon Wealth Management LLC | 66,627 | $7.81M | 0.2% | -5.4% | 0.046% | |
| 4/30/2024 | Madison Wealth Partners Inc | 342,335 | $40.13M | 14.5% | +0.5% | 0.235% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 1,431 | $168K | 0.0% | -94.0% | 0.001% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,317,572 | $154.43M | 0.3% | +3.4% | 0.904% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 376 | $44K | 0.0% | +41.4% | 0.000% | |
| 4/29/2024 | Benjamin Edwards Inc. | 5,284 | $619K | 0.1% | -5.3% | 0.004% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 596,250 | $69.89M | 1.3% | -0.4% | 0.409% | |
| 4/29/2024 | Seascape Capital Management | 4,082 | $478K | 0.2% | -6.0% | 0.003% | |
| 4/29/2024 | RWA Wealth Partners LLC | 139,370 | $16.34M | 0.2% | -6.1% | 0.096% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 3,780 | $443K | 0.0% | +40.5% | 0.003% | |
| 4/29/2024 | Brio Consultants LLC | 82,718 | $9.70M | 1.6% | -4.3% | 0.057% | |
| 4/27/2024 | Phoenix Wealth Advisors | 51,858 | $6.08M | 3.7% | -18.4% | 0.036% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 13,744 | $1.61M | 0.7% | -3.0% | 0.009% | |
| 4/26/2024 | BLB&B Advisors LLC | 1,751 | $205K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 9,784 | $1.10M | 0.5% | -8.2% | 0.007% | |
| 4/26/2024 | Riverbridge Partners LLC | 18,399 | $2.16M | 0.0% | -35.1% | 0.013% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 8,807 | $1.03M | 0.1% | +2.7% | 0.006% | |
| 4/26/2024 | SFG Wealth Management LLC. | 3,038 | $356K | 0.2% | -10.7% | 0.002% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 4,477 | $532K | 0.1% | -22.4% | 0.003% | |
| 4/26/2024 | Meridian Wealth Management LLC | 9,544 | $1.12M | 0.2% | -6.8% | 0.007% | |
| 4/25/2024 | Allworth Financial LP | 381,890 | $44.76M | 0.3% | -2.6% | 0.262% | |
| 4/25/2024 | Cardinal Strategic Wealth Guidance | 271,189 | $31.79M | 11.9% | +6.1% | 0.186% | |
| 4/25/2024 | One Day In July LLC | 5,996 | $703K | 0.1% | +11.8% | 0.004% | |
| 4/25/2024 | Ulland Investment Advisors LLC | 6,891 | $808K | 0.6% | -11.6% | 0.005% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 29,550 | $3.46M | 0.4% | -17.2% | 0.020% | |
| 4/25/2024 | Investment Advisory Services Inc. TX ADV | 34,858 | $4.09M | 1.5% | +1.5% | 0.024% | |
| 4/24/2024 | Private Trust Co. NA | 27,203 | $3.19M | 0.3% | -6.8% | 0.019% | |
| 4/24/2024 | Win Advisors Inc. | 136,001 | $15.94M | 7.0% | N/A | 0.094% | |
| 4/24/2024 | Verity & Verity LLC | 99,066 | $11.61M | 2.9% | +3,128.0% | 0.068% | |
| 4/24/2024 | CENTRAL TRUST Co | 24,158 | $2.83M | 0.1% | +0.7% | 0.017% | |
| 4/24/2024 | 1900 Wealth Management LLC | 65,683 | $7.70M | 0.7% | -4.4% | 0.045% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 636 | $75K | 0.0% | +367.6% | 0.000% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 4,044 | $474K | 0.1% | -2.2% | 0.003% | |
| 4/24/2024 | Boyd Wealth Management LLC | 1,951 | $229K | 0.1% | N/A | 0.001% | |
| 4/24/2024 | SOL Capital Management CO | 4,560 | $534K | 0.1% | +7.2% | 0.003% | |
| 4/24/2024 | Simplicity Wealth LLC | 1,865 | $219K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | NBT Bank N A NY | 101,424 | $11.89M | 0.9% | +13.7% | 0.070% | |
| 4/24/2024 | Spire Wealth Management | 152,932 | $17.93M | 0.7% | -1.5% | 0.105% | |
| 4/24/2024 | Essex Financial Services Inc. | 22,687 | $2.66M | 0.2% | -1.5% | 0.016% | |
| 4/24/2024 | West Branch Capital LLC | 2,562 | $300K | 0.1% | -4.3% | 0.002% | |
| 4/23/2024 | Godsey & Gibb Inc. | 309 | $36K | 0.0% | -53.7% | 0.000% | |
| 4/23/2024 | Global Retirement Partners LLC | 49,565 | $5.81M | 0.2% | -3.4% | 0.034% | |
| 4/23/2024 | Cornell Pochily Investment Advisors Inc. | 18,819 | $2.21M | 0.9% | -3.1% | 0.013% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 7,229 | $847K | 0.5% | -9.0% | 0.005% | |
| 4/23/2024 | TriaGen Wealth Management LLC | 18,894 | $2.22M | 0.9% | -2.5% | 0.013% | |
| 4/23/2024 | Canvas Wealth Advisors LLC | 112,263 | $12.69M | 4.2% | -8.4% | 0.077% | |
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| 4/23/2024 | Nations Financial Group Inc. IA ADV | 5,587 | $655K | 0.1% | -3.8% | 0.004% | |
| 4/23/2024 | Fifth Third Bancorp | 1,752 | $205K | 0.0% | -32.0% | 0.001% | |
| 4/23/2024 | Revisor Wealth Management LLC | 2,280 | $252K | 0.1% | N/A | 0.002% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 622,180 | $72.93M | 0.1% | +4.1% | 0.428% | |
| 4/23/2024 | Sapient Capital LLC | 4,403 | $516K | 0.0% | N/A | 0.003% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 2,154 | $252K | 0.1% | N/A | 0.001% | |
| 4/22/2024 | PFG Investments LLC | 7,700 | $903K | 0.1% | -10.6% | 0.005% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 32,188 | $3.77M | 0.3% | +1.2% | 0.022% | |
| 4/22/2024 | Raymond James & Associates | 630,549 | $73.91M | 0.1% | -19.1% | 0.434% | |
| 4/22/2024 | Strategies Wealth Advisors LLC | 221,741 | $25.99M | 4.0% | -5.6% | 0.153% | |
