| 5/9/2024 | Blair William & Co. IL | 9,418 | $728K | 0.0% | +4.4% | 0.002% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 226,109 | $17.48M | 0.2% | +21.9% | 0.049% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 16,493 | $1.28M | 0.0% | -13.1% | 0.004% | |
| 5/9/2024 | Condor Capital Management | 266,789 | $20.63M | 2.0% | +8.6% | 0.058% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 44,843 | $3.47M | 0.4% | -3.4% | 0.010% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 750,580 | $58.03M | 2.5% | +1.4% | 0.163% | |
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| 5/9/2024 | Planning Directions Inc. | 86,305 | $6.67M | 4.6% | -22.5% | 0.019% | |
| 5/9/2024 | Private Management Group Inc. | 377,137 | $29.16M | 1.1% | -13.8% | 0.082% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 30,905 | $2.39M | 1.5% | -26.4% | 0.007% | |
| 5/9/2024 | BHK Investment Advisors LLC | 20,717 | $1.60M | 0.6% | +152.1% | 0.005% | |
| 5/9/2024 | New Insight Wealth Advisors | 4,773 | $369K | 0.2% | +51.6% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 79,831 | $6.17M | 0.6% | +33.3% | 0.017% | |
| 5/8/2024 | Barings LLC | 5,108,527 | $394.94M | 9.9% | +14,389.8% | 1.110% | |
| 5/8/2024 | Berkshire Money Management Inc. | 8,310 | $642K | 0.1% | N/A | 0.002% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 7,813 | $604K | 0.0% | -16.6% | 0.002% | |
| 5/8/2024 | Sheets Smith Wealth Management | 58,456 | $4.52M | 0.5% | -13.6% | 0.013% | |
| 5/8/2024 | Financial & Tax Architects LLC | 121,870 | $9.42M | 2.6% | +3.5% | 0.026% | |
| 5/8/2024 | Winthrop Capital Management LLC | 7,913 | $612K | 0.3% | -30.0% | 0.002% | |
| 5/8/2024 | Heritage Wealth Advisors | 48,575 | $3.76M | 0.1% | +532.5% | 0.011% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 95,958 | $7.42M | 0.1% | -8.9% | 0.021% | |
| 5/8/2024 | US Bancorp DE | 47,624 | $3.68M | 0.0% | -45.3% | 0.010% | |
| 5/8/2024 | Addison Capital Co | 51,311 | $3.97M | 2.0% | +128.5% | 0.011% | |
| 5/8/2024 | Headlands Technologies LLC | 28,201 | $2.18M | 0.5% | N/A | 0.006% | |
| 5/7/2024 | Anson Capital Inc. | 9,424 | $729K | 1.0% | -3.3% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 20,387 | $1.58M | 0.2% | -23.7% | 0.004% | |
| 5/7/2024 | Pointe Capital Management LLC | 119,118 | $9.21M | 5.7% | +1.3% | 0.026% | |
| 5/7/2024 | WNY Asset Management LLC | 5,526 | $427K | 0.1% | -4.8% | 0.001% | |
| 5/7/2024 | Abbrea Capital LLC | 64,592 | $4.99M | 0.7% | +2.3% | 0.014% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 293,393 | $22.68M | 4.6% | +0.6% | 0.064% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 50,590 | $3.91M | 0.6% | -2.0% | 0.011% | |
| 5/7/2024 | Chilton Capital Management LLC | 18,289 | $1.41M | 0.1% | -1.1% | 0.004% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 16,542 | $1.28M | 0.1% | +34.7% | 0.004% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,729 | $366K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 118,776 | $9.18M | 0.2% | +0.5% | 0.026% | |
| 5/7/2024 | Montag A & Associates Inc. | 239,903 | $18.55M | 0.9% | -11.9% | 0.052% | |
| 5/7/2024 | Horizon Investment Services LLC | 93,797 | $7.25M | 3.5% | +6.0% | 0.020% | |
| 5/7/2024 | Smithfield Trust Co | 1,049,980 | $81.15M | 4.3% | +30.9% | 0.228% | |
| 5/7/2024 | Adaptive Financial Consulting LLC | 427,916 | $33.08M | 14.8% | +34.2% | 0.093% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 42,158 | $3.26M | 1.4% | +2.6% | 0.009% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 54,710 | $4.23M | 1.7% | -16.8% | 0.012% | |
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| 5/7/2024 | Pillar Wealth Advisors LLC | 3,952 | $306K | 0.2% | -36.5% | 0.001% | |
| 5/7/2024 | Equity Investment Corp | 41,907 | $3.24M | 0.1% | -0.6% | 0.009% | |
| 5/7/2024 | PFG Advisors | 7,686 | $594K | 0.0% | +2.0% | 0.002% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 36,243 | $2.80M | 2.3% | +51.3% | 0.008% | |
| 5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 107,119 | $8.28M | 0.5% | -2.7% | 0.023% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,006,129 | $155.09M | 4.7% | +1.7% | 0.436% | |
| 5/7/2024 | TAGStone Capital Inc. | 84,393 | $6.52M | 3.8% | +22.9% | 0.018% | |
| 5/7/2024 | Wealthspire Advisors LLC | 8,582 | $664K | 0.0% | +2.6% | 0.002% | |
| 5/7/2024 | Howard Wealth Management LLC | 9,494 | $734K | 0.6% | -7.9% | 0.002% | |
| 5/7/2024 | SG Americas Securities LLC | 7,159 | $553K | 0.0% | -29.9% | 0.002% | |
| 5/7/2024 | Stokes Family Office LLC | 3,187 | $246K | 0.0% | -40.3% | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 112,210 | $8.68M | 0.0% | +39.9% | 0.024% | |
| 5/6/2024 | Leuthold Group LLC | 42,291 | $3.27M | 0.4% | +53.1% | 0.009% | |
| 5/6/2024 | Advisory Services Network LLC | 60,660 | $4.69M | 0.1% | +7.7% | 0.013% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 136,290 | $10.54M | 0.5% | -3.2% | 0.030% | |
| 5/6/2024 | Manchester Capital Management LLC | 15,802 | $1.22M | 0.1% | -8.7% | 0.003% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 55,386 | $4.28M | 3.1% | +45.1% | 0.012% | |
| 5/6/2024 | Advisory Alpha LLC | 92,554 | $7.16M | 0.3% | -88.4% | 0.020% | |
| 5/4/2024 | PrairieView Partners LLC | 747,661 | $57.80M | 6.6% | +5.1% | 0.162% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 26,505 | $2.05M | 1.0% | -26.8% | 0.006% | |
| 5/4/2024 | Keener Financial Planning LLC | 6,907 | $534K | 0.4% | -7.1% | 0.002% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 11,570 | $894K | 0.0% | -3.9% | 0.003% | |
| 5/4/2024 | Essex LLC | 445,035 | $34.41M | 7.9% | -1.3% | 0.097% | |
| 5/4/2024 | DAVENPORT & Co LLC | 650,265 | $50.27M | 0.3% | +11.6% | 0.141% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 3,547 | $275K | 0.2% | +16.8% | 0.001% | |
| 5/4/2024 | Gould Asset Management LLC CA | 164,955 | $12.75M | 3.1% | +1.1% | 0.036% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 19,992 | $1.55M | 0.1% | -3.5% | 0.004% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 167,880 | $12.98M | 3.8% | +6.7% | 0.036% | |
| 5/3/2024 | FDx Advisors Inc. | 10,442 | $807K | 0.1% | -4.7% | 0.002% | |
| 5/3/2024 | Investments & Financial Planning LLC | 81,538 | $6.30M | 4.3% | +1.5% | 0.018% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 24,474 | $1.89M | 0.1% | +40.3% | 0.005% | |
| 5/3/2024 | Larson Financial Group LLC | 193,089 | $14.93M | 1.2% | -4.4% | 0.042% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,691 | $2.68M | 0.3% | +9.1% | 0.008% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 15,649 | $1.21M | 0.1% | -5.1% | 0.003% | |
| 5/3/2024 | Easterly Investment Partners LLC | 50,244 | $3.88M | 0.3% | -58.2% | 0.011% | |
| 5/3/2024 | Lutz Financial Services LLC | 602,707 | $46.60M | 4.1% | +2.0% | 0.131% | |
| 5/3/2024 | AA Financial Advisors LLC | 64,789 | $5.01M | 2.0% | -5.6% | 0.014% | |
| 5/3/2024 | Pictet North America Advisors SA | 5,110 | $395K | 0.0% | -97.0% | 0.001% | |
| 5/3/2024 | United Community Bank | 2,367 | $183K | 0.1% | +35.0% | 0.001% | |
| 5/3/2024 | Compass Financial Group Inc. | 41,708 | $3.22M | 1.7% | +0.9% | 0.009% | |
| 5/3/2024 | Wulff Hansen & CO. | 19,770 | $1.53M | 1.5% | -1.0% | 0.004% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 14,404 | $1.11M | 0.0% | +6.2% | 0.003% | |
| 5/3/2024 | Whittier Trust Co. | 98,248 | $7.60M | 0.1% | -22.8% | 0.021% | |
| 5/2/2024 | Mutual Advisors LLC | 19,060 | $1.47M | 0.0% | +7.9% | 0.004% | |
| 5/2/2024 | RiverFront Investment Group LLC | 1,634,026 | $126.33M | 3.6% | +9.0% | 0.355% | |
| 5/2/2024 | Financial Counselors Inc. | 13,001 | $1.01M | 0.0% | -2.9% | 0.003% | |
| 5/2/2024 | Peregrine Asset Advisers Inc. | 15,179 | $1.17M | 0.5% | -2.9% | 0.003% | |
| 5/2/2024 | Mutual of America Capital Management LLC | 713,374 | $55.15M | 0.6% | -26.6% | 0.155% | |
| 5/2/2024 | AAFMAA Wealth Management & Trust LLC | 409,372 | $31.65M | 17.3% | +13.2% | 0.089% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 1,375 | $106K | 0.0% | -24.5% | 0.000% | |
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| 5/2/2024 | Daiwa Securities Group Inc. | 48,230 | $3.73M | 0.0% | +1.5% | 0.010% | |
| 5/2/2024 | Graypoint LLC | 16,910 | $1.31M | 0.1% | -3.8% | 0.004% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 163,894 | $12.67M | 0.5% | +21.0% | 0.036% | |
| 5/2/2024 | Whitegate Investment Counselors Inc. | 142,103 | $10.99M | 3.1% | +3.6% | 0.031% | |
| 5/2/2024 | Vantage Financial Partners LLC | 36,862 | $2.85M | 0.8% | -1.4% | 0.008% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 76,535 | $5.92M | 0.3% | +3.1% | 0.017% | |
| 5/2/2024 | Choreo LLC | 32,986 | $2.55M | 0.1% | -64.9% | 0.007% | |
| 5/2/2024 | Presilium Private Wealth LLC | 53,486 | $4.14M | 1.1% | -1.0% | 0.012% | |
| 5/2/2024 | Schaeffer Financial LLC | 2,588 | $200K | 0.2% | -27.0% | 0.001% | |
| 5/2/2024 | Seelaus Asset Management LLC | 3,752 | $290K | 0.3% | N/A | 0.001% | |
