| 5/8/2024 | Sheets Smith Wealth Management | 56,759 | $4.57M | 0.5% | +8.7% | 0.010% | |
| 5/8/2024 | Winthrop Capital Management LLC | 103,308 | $8.32M | 3.8% | +3.1% | 0.018% | |
| 5/8/2024 | Neumann Capital Management LLC | 14,237 | $1.15M | 0.4% | +7.6% | 0.002% | |
| 5/8/2024 | Focused Wealth Management Inc | 333,110 | $26.82M | 4.1% | +5.8% | 0.057% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 65,295 | $5.26M | 0.0% | +47.2% | 0.011% | |
| 5/8/2024 | US Bancorp DE | 22,976 | $1.85M | 0.0% | +12.1% | 0.004% | |
|
| 5/8/2024 | Watershed Private Wealth LLC | 7,602 | $612K | 0.3% | -43.7% | 0.001% | |
| 5/8/2024 | Headlands Technologies LLC | 664 | $53K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 2,843 | $229K | 0.0% | -24.4% | 0.000% | |
| 5/7/2024 | Anson Capital Inc. | 4,545 | $366K | 0.5% | N/A | 0.001% | |
| 5/7/2024 | Verus Capital Partners LLC | 21,136 | $1.70M | 0.2% | +3.5% | 0.004% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 102,153 | $8.22M | 0.8% | +7.8% | 0.018% | |
| 5/7/2024 | Meeder Asset Management Inc. | 16,898 | $1.36M | 0.1% | +12.2% | 0.003% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 170,055 | $13.69M | 2.8% | +11.9% | 0.029% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 76,485 | $6.16M | 0.2% | +29.5% | 0.013% | |
| 5/7/2024 | Atomi Financial Group Inc. | 2,853 | $230K | 0.0% | -35.7% | 0.000% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 91,330 | $7.35M | 0.2% | +0.3% | 0.016% | |
| 5/7/2024 | Montag A & Associates Inc. | 44,152 | $3.56M | 0.2% | -12.6% | 0.008% | |
| 5/7/2024 | Facet Wealth Inc. | 1,021,483 | $81.10M | 2.7% | +13.6% | 0.175% | |
| 5/7/2024 | Allen Investment Management LLC | 224,412 | $18.07M | 0.2% | +12.1% | 0.039% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 24,262 | $1.95M | 0.9% | +4.6% | 0.004% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 3,937 | $317K | 0.2% | -66.5% | 0.001% | |
| 5/7/2024 | LPF Advisors LLC | 131,160 | $10.56M | 10.6% | +1.8% | 0.023% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 65,539 | $5.28M | 0.1% | +5.4% | 0.011% | |
| 5/7/2024 | PFG Advisors | 109,450 | $8.81M | 0.6% | +5.5% | 0.019% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,138,218 | $91.64M | 2.8% | +1.5% | 0.195% | |
| 5/7/2024 | TAGStone Capital Inc. | 183,894 | $14.81M | 8.7% | +6.3% | 0.032% | |
| 5/7/2024 | Stokes Family Office LLC | 21,064 | $1.70M | 0.2% | -12.4% | 0.004% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 212,219 | $17.09M | 0.1% | +262.8% | 0.036% | |
| 5/6/2024 | Davidson Capital Management Inc. | 486,718 | $39.19M | 12.6% | +27.5% | 0.084% | |
| 5/6/2024 | Kades & Cheifetz LLC | 4,229 | $341K | 0.2% | -6.8% | 0.001% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 17,847 | $1.44M | 0.1% | -20.0% | 0.003% | |
| 5/6/2024 | Latigo Investments LLC | 110,214 | $8.87M | 4.5% | +0.5% | 0.019% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 55,843 | $4.50M | 3.2% | +78.9% | 0.010% | |
| 5/6/2024 | Advisory Alpha LLC | 350,241 | $28.20M | 1.2% | +282.1% | 0.060% | |
| 5/4/2024 | Evergreen Advisors LLC | 476,509 | $38.36M | 11.7% | +6.2% | 0.082% | |
| 5/4/2024 | Keener Financial Planning LLC | 12,288 | $990K | 0.7% | -1.6% | 0.002% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,854 | $471K | 0.0% | -29.9% | 0.001% | |
| 5/4/2024 | Essex LLC | 355,202 | $28.60M | 6.6% | +43.5% | 0.061% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 12,746 | $1.03M | 0.6% | +13.8% | 0.002% | |
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| 5/4/2024 | Gould Asset Management LLC CA | 10,158 | $818K | 0.2% | +86.0% | 0.002% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 8,909 | $717K | 0.1% | -4.7% | 0.002% | |
| 5/4/2024 | Csenge Advisory Group | 7,986 | $643K | 0.0% | -17.3% | 0.001% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 9,146 | $736K | 0.0% | +176.3% | 0.002% | |
| 5/3/2024 | TFB Advisors LLC | 7,881 | $618K | 0.2% | N/A | 0.001% | |
| 5/3/2024 | Larson Financial Group LLC | 1,371 | $110K | 0.0% | -22.2% | 0.000% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 274,642 | $22.11M | 1.6% | +7.1% | 0.047% | |
| 5/3/2024 | AA Financial Advisors LLC | 12,126 | $976K | 0.4% | +3.3% | 0.002% | |
| 5/3/2024 | Pictet North America Advisors SA | 45,660 | $3.68M | 0.4% | -66.1% | 0.008% | |
| 5/3/2024 | United Community Bank | 1,298 | $105K | 0.0% | +36.6% | 0.000% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 10,787 | $868K | 0.4% | N/A | 0.002% | |
| 5/3/2024 | Meridian Management Co. | 263,466 | $21.21M | 5.8% | -0.1% | 0.045% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 103,487 | $8.33M | 0.2% | +1.7% | 0.018% | |
| 5/3/2024 | Whittier Trust Co. | 109,041 | $8.78M | 0.1% | -19.3% | 0.019% | |
| 5/3/2024 | Integrity Financial Corp WA | 10,225 | $823K | 0.6% | -6.7% | 0.002% | |
| 5/2/2024 | Mutual Advisors LLC | 22,107 | $1.78M | 0.1% | -22.8% | 0.004% | |
| 5/2/2024 | RiverFront Investment Group LLC | 1,406,331 | $113.22M | 3.2% | +3.1% | 0.242% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 12,570 | $1.01M | 0.0% | -20.3% | 0.002% | |
| 5/2/2024 | Financial Counselors Inc. | 8,462 | $681K | 0.0% | +14.5% | 0.001% | |
| 5/2/2024 | Hudock Inc. | 383,574 | $30.88M | 6.8% | -0.9% | 0.066% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 3,113 | $244K | 0.2% | N/A | 0.001% | |
| 5/2/2024 | Daiwa Securities Group Inc. | 46,550 | $3.75M | 0.0% | +1.1% | 0.008% | |
| 5/2/2024 | Graypoint LLC | 13,277 | $1.07M | 0.1% | +4.6% | 0.002% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 26,336 | $2.12M | 0.1% | -10.1% | 0.005% | |
| 5/2/2024 | Life Planning Partners Inc | 26,083 | $2.10M | 2.1% | -3.5% | 0.004% | |
| 5/2/2024 | BNP Paribas | 1,401 | $113K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | Better Money Decisions LLC | 37,585 | $3.03M | 2.4% | +1.9% | 0.006% | |
| 5/2/2024 | Seelaus Asset Management LLC | 3,795 | $306K | 0.3% | N/A | 0.001% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 4,386 | $353K | 0.0% | -22.8% | 0.001% | |
| 5/2/2024 | REDW Wealth LLC | 38,498 | $3.10M | 0.8% | -14.7% | 0.007% | |
| 5/1/2024 | Stone Point Wealth LLC | 69,280 | $5.58M | 1.9% | +29.1% | 0.012% | |
| 5/1/2024 | StoneX Group Inc. | 12,677 | $1.02M | 0.1% | +1.3% | 0.002% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 12,227 | $984K | 0.1% | -31.3% | 0.002% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 359,658 | $28.96M | 3.4% | +6.0% | 0.062% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,452,959 | $116.98M | 0.3% | -1.9% | 0.250% | |
| 5/1/2024 | Quaker Wealth Management LLC | 241,763 | $19.46M | 7.9% | +1.8% | 0.042% | |
| 5/1/2024 | BNP Paribas Financial Markets | 663,574 | $53.42M | 0.0% | +40.6% | 0.114% | |
| 5/1/2024 | Auour Investments LLC | 56,450 | $4.55M | 1.7% | +3.5% | 0.010% | |
| 5/1/2024 | Blue Trust Inc. | 2,569,853 | $206.90M | 2.9% | +16.0% | 0.441% | |
| 5/1/2024 | Source Financial Advisors LLC | 12,098 | $974K | 0.3% | -38.9% | 0.002% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 408,166 | $32.86M | 0.1% | -0.7% | 0.070% | |
| 5/1/2024 | Horan Capital Advisors LLC. | 5,305 | $427K | 0.2% | -33.4% | 0.001% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 4,115 | $331K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Avior Wealth Management LLC | 166,896 | $13.44M | 0.6% | +19.6% | 0.029% | |
| 5/1/2024 | Retirement Group LLC | 317 | $26K | 0.0% | -43.2% | 0.000% | |
| 5/1/2024 | Mission Wealth Management LP | 15,253 | $1.23M | 0.0% | +76.2% | 0.003% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 121,002 | $9.74M | 0.7% | -0.8% | 0.021% | |
| 5/1/2024 | Bray Capital Advisors | 30,991 | $2.50M | 0.6% | +53.8% | 0.005% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 664,162 | $53.47M | 0.7% | +83.7% | 0.114% | |
| 5/1/2024 | Diversify Advisory Services LLC | 98,014 | $7.81M | 0.5% | N/A | 0.017% | |
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| 5/1/2024 | DecisionPoint Financial LLC | 417,756 | $32.76M | 13.0% | +3.3% | 0.072% | |
| 4/30/2024 | Private Advisor Group LLC | 117,323 | $9.45M | 0.1% | -9.6% | 0.020% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 14,055 | $1.13M | 0.3% | -6.9% | 0.002% | |
| 4/30/2024 | Hartline Investment Corp | 15,047 | $1.21M | 0.2% | N/A | 0.003% | |
| 4/30/2024 | North Star Investment Management Corp. | 15,713 | $1.27M | 0.1% | +1.4% | 0.003% | |
| 4/30/2024 | Norden Group LLC | 10,803 | $870K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Saxony Capital Management LLC | 2,951 | $238K | 0.3% | N/A | 0.001% | |
| 4/30/2024 | SWAN Capital LLC | 61,820 | $4.98M | 2.8% | -0.2% | 0.011% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,220,571 | $98.27M | 1.9% | +289,821.9% | 0.210% | |
| 4/30/2024 | JMG Financial Group Ltd. | 2,718 | $219K | 0.0% | N/A | 0.000% | |
