| 5/8/2024 | Bleakley Financial Group LLC | 209,946 | $12.19M | 0.4% | -3.9% | 0.060% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 49,985 | $2.90M | 0.0% | -12.8% | 0.014% | |
| 5/8/2024 | US Bancorp DE | 6,219 | $361K | 0.0% | -9.6% | 0.002% | |
| 5/8/2024 | Inspire Advisors LLC | 37,480 | $2.18M | 0.3% | -22.8% | 0.011% | |
| 5/7/2024 | Sfmg LLC | 7,172 | $416K | 0.0% | -8.7% | 0.002% | |
| 5/7/2024 | Abbrea Capital LLC | 31,099 | $1.81M | 0.2% | +502.1% | 0.009% | |
|
| 5/7/2024 | White Lighthouse Investment Management Inc. | 73,455 | $4.27M | 0.9% | +9.5% | 0.021% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 6,323 | $367K | 0.0% | -13.0% | 0.002% | |
| 5/7/2024 | Montag A & Associates Inc. | 280,887 | $16.31M | 0.8% | -8.0% | 0.081% | |
| 5/7/2024 | Smithfield Trust Co | 1,714,213 | $99.53M | 5.3% | +6.6% | 0.493% | |
| 5/7/2024 | Facet Wealth Inc. | 449,041 | $25.92M | 0.9% | +21.5% | 0.129% | |
| 5/7/2024 | Allen Investment Management LLC | 280,168 | $16.27M | 0.2% | +1.7% | 0.081% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 50,518 | $2.93M | 1.2% | -16.9% | 0.015% | |
| 5/7/2024 | PFG Advisors | 20,833 | $1.21M | 0.1% | +1.7% | 0.006% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 78,462 | $4.56M | 0.1% | +4.9% | 0.023% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 850,502 | $49.39M | 1.5% | +2.5% | 0.245% | |
| 5/7/2024 | Insight 2811 Inc. | 810,979 | $47.09M | 24.2% | +3.4% | 0.233% | |
| 5/7/2024 | SG Americas Securities LLC | 12,101 | $703K | 0.0% | -43.9% | 0.003% | |
| 5/7/2024 | Empowered Funds LLC | 132,684 | $7.68M | 0.1% | +7.3% | 0.038% | |
| 5/7/2024 | Defender Capital LLC. | 968,975 | $56.27M | 19.1% | -10.5% | 0.279% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 60,684 | $3.52M | 0.0% | -29.0% | 0.017% | |
| 5/6/2024 | Manchester Capital Management LLC | 1,240 | $72K | 0.0% | +853.8% | 0.000% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 14,074 | $817K | 0.3% | -37.4% | 0.004% | |
| 5/6/2024 | Advisory Alpha LLC | 1,760,999 | $102.27M | 4.2% | +5.2% | 0.507% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 41,939 | $2.44M | 1.5% | +1,107.9% | 0.012% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 59 | $30K | 0.0% | -93.1% | 0.000% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 6,666 | $388K | 0.2% | N/A | 0.002% | |
| 5/4/2024 | Gould Asset Management LLC CA | 342,793 | $19.91M | 4.8% | -3.8% | 0.099% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 10,793 | $627K | 0.0% | +4.5% | 0.003% | |
| 5/4/2024 | One Degree Advisors Inc | 92,678 | $5.38M | 2.7% | +1.3% | 0.027% | |
| 5/4/2024 | Csenge Advisory Group | 7,240 | $420K | 0.0% | +17.3% | 0.002% | |
| 5/3/2024 | Embree Financial Group | 53,063 | $3.08M | 0.6% | -13.2% | 0.015% | |
| 5/3/2024 | TFB Advisors LLC | 5,081 | $292K | 0.1% | +15.0% | 0.001% | |
| 5/3/2024 | Larson Financial Group LLC | 3,237 | $188K | 0.0% | -7.8% | 0.001% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,857 | $340K | 0.0% | -6.1% | 0.002% | |
| 5/3/2024 | Easterly Investment Partners LLC | 5,334 | $310K | 0.0% | +4.0% | 0.002% | |
| 5/3/2024 | Lutz Financial Services LLC | 20,123 | $1.17M | 0.1% | -57.7% | 0.006% | |
| 5/3/2024 | United Community Bank | 3,130 | $182K | 0.1% | +36.0% | 0.001% | |
| 5/3/2024 | Whittier Trust Co. | 88,662 | $5.15M | 0.1% | +5.5% | 0.026% | |
| 5/2/2024 | Mutual Advisors LLC | 45,279 | $2.63M | 0.1% | +10.2% | 0.013% | |
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| 5/2/2024 | Salomon & Ludwin LLC | 435,074 | $25.27M | 2.2% | +30.4% | 0.125% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 570,507 | $33.13M | 0.8% | N/A | 0.164% | |
| 5/2/2024 | First Command Advisory Services Inc. | 502,394 | $29.17M | 0.3% | +6,555.1% | 0.145% | |
| 5/2/2024 | Blume Capital Management Inc. | 23,090 | $1.34M | 0.3% | -4.2% | 0.007% | |
| 5/2/2024 | Financial Counselors Inc. | 5,409 | $314K | 0.0% | N/A | 0.002% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 188,513 | $10.95M | 1.1% | +1.1% | 0.054% | |
| 5/2/2024 | Curran Financial Partners LLC | 22,292 | $1.29M | 0.5% | +11.0% | 0.006% | |
| 5/2/2024 | Lincoln National Corp | 40,801 | $2.37M | 0.0% | +8.0% | 0.012% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 3,720 | $216K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Presilium Private Wealth LLC | 528,251 | $30.68M | 8.1% | +22.2% | 0.152% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 41,456 | $2.41M | 0.3% | -22.8% | 0.012% | |
| 5/2/2024 | REDW Wealth LLC | 79,330 | $4.61M | 1.2% | -13.7% | 0.023% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 11,264 | $654K | 0.0% | -6.1% | 0.003% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 734,005 | $42.62M | 5.1% | +0.2% | 0.211% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 55,011 | $3.20M | 0.0% | -27.7% | 0.016% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 123,303 | $7.16M | 1.1% | -87.2% | 0.035% | |
| 5/1/2024 | CWS Financial Advisors LLC | 30,417 | $1.77M | 0.7% | +6.7% | 0.009% | |
| 5/1/2024 | Blue Trust Inc. | 2,301,584 | $133.65M | 1.9% | -20.2% | 0.662% | |
| 5/1/2024 | Klingman & Associates LLC | 20,060 | $1.17M | 0.1% | -8.3% | 0.006% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 149,274 | $8.67M | 0.0% | -63.3% | 0.043% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 15,250 | $886K | 0.1% | -17.4% | 0.004% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 911,394 | $52.93M | 3.9% | +14.3% | 0.262% | |
| 5/1/2024 | Colony Family Offices LLC | 137,255 | $7.97M | 2.6% | +14.5% | 0.039% | |
| 5/1/2024 | Mission Wealth Management LP | 7,223 | $419K | 0.0% | -14.0% | 0.002% | |
| 5/1/2024 | Starfox Financial Services LLC | 100,749 | $5.81M | 4.9% | -13.2% | 0.029% | |
| 5/1/2024 | Diversify Advisory Services LLC | 4,802 | $277K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | SeaBridge Investment Advisors LLC | 134,883 | $7.83M | 2.1% | -13.4% | 0.039% | |
| 5/1/2024 | DecisionPoint Financial LLC | 1,260 | $73K | 0.0% | +125.0% | 0.000% | |
| 4/30/2024 | Private Advisor Group LLC | 131,557 | $7.64M | 0.1% | -71.1% | 0.038% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 9,681 | $562K | 0.0% | +23.7% | 0.003% | |
| 4/30/2024 | Culbertson A N & Co. Inc. | 61,574 | $3.58M | 0.6% | +8.4% | 0.018% | |
| 4/30/2024 | HB Wealth Management LLC | 202,296 | $11.75M | 0.1% | -41.6% | 0.058% | |
| 4/30/2024 | SpiderRock Advisors LLC | 4,682 | $271K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | Concord Wealth Partners | 461 | $27K | 0.0% | N/A | 0.000% | |
| 4/30/2024 | Fountainhead AM LLC | 224,300 | $13.03M | 3.2% | +16.7% | 0.065% | |
| 4/30/2024 | True Vision MN LLC | 34,546 | $1.99M | 1.4% | +2.4% | 0.010% | |
| 4/30/2024 | Arkadios Wealth Advisors | 7,605 | $442K | 0.0% | +36.4% | 0.002% | |
| 4/30/2024 | Bull Street Advisors LLC | 139,948 | $8.13M | 3.9% | -2.1% | 0.040% | |
| 4/30/2024 | Perigon Wealth Management LLC | 142,124 | $8.25M | 0.3% | +13.3% | 0.041% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 5,077 | $293K | 0.2% | -5.8% | 0.001% | |
| 4/30/2024 | Investment Advisory Group LLC | 38,178 | $2.22M | 0.9% | +6.3% | 0.011% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 212,269 | $12.33M | 0.0% | -41.9% | 0.061% | |
| 4/29/2024 | Boyd Watterson Asset Management LLC OH | 2,223 | $129K | 0.0% | -63.7% | 0.001% | |
| 4/29/2024 | Benjamin Edwards Inc. | 33,710 | $1.96M | 0.4% | -40.1% | 0.010% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 496,487 | $28.83M | 0.5% | -1.5% | 0.143% | |
| 4/29/2024 | RWA Wealth Partners LLC | 20,541 | $1.19M | 0.0% | -6.7% | 0.006% | |
| 4/29/2024 | American Capital Advisory LLC | 2,500 | $146K | 0.1% | N/A | 0.001% | |
| 4/29/2024 | Union Savings Bank | 1,479 | $86K | 0.0% | +136.6% | 0.000% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 35,080 | $2.04M | 0.8% | +7.3% | 0.010% | |
| 4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 13,858 | $799K | 0.3% | +53.3% | 0.004% | |
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| 4/26/2024 | Prairiewood Capital LLC | 15,126 | $878K | 0.4% | +66.5% | 0.004% | |
| 4/26/2024 | Highview Capital Management LLC DE | 124,360 | $7.22M | 3.2% | -15.6% | 0.036% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 17,263 | $1.00M | 0.2% | -25.2% | 0.005% | |
| 4/26/2024 | Opus Capital Group LLC | 534,950 | $31.07M | 4.5% | +2.2% | 0.154% | |
| 4/26/2024 | Barton Investment Management | 20,929 | $1.22M | 0.1% | +6.8% | 0.006% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 7,390 | $429K | 0.1% | +6.5% | 0.002% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 5,550 | $322K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 54,394 | $3.16M | 0.2% | +9.5% | 0.016% | |
| 4/25/2024 | Bear Mountain Capital Inc. | 15,969 | $921K | 0.4% | +2.4% | 0.005% | |
| 4/25/2024 | Jacobsen Capital Management | 5,727 | $333K | 0.2% | -89.5% | 0.002% | |
