| 5/8/2024 | Bell Investment Advisors Inc | 850,519 | $38.79M | 7.6% | +1.7% | 0.222% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 48,955 | $2.23M | 0.0% | -5.6% | 0.013% | |
| 5/8/2024 | US Bancorp DE | 482,071 | $21.99M | 0.0% | +3.2% | 0.126% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 23,722 | $1.08M | 0.3% | +83.6% | 0.006% | |
| 5/8/2024 | Headlands Technologies LLC | 800 | $36K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Inspire Advisors LLC | 14,761 | $673K | 0.1% | +37.0% | 0.004% | |
|
| 5/7/2024 | Verus Capital Partners LLC | 22,636 | $1.03M | 0.1% | -20.4% | 0.006% | |
| 5/7/2024 | WNY Asset Management LLC | 186,875 | $8.52M | 1.3% | +92.6% | 0.049% | |
| 5/7/2024 | Sei Investments Co. | 199,154 | $9.08M | 0.0% | -33.3% | 0.052% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 47,817 | $2.18M | 0.1% | +1.5% | 0.012% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 299,060 | $13.64M | 5.6% | +0.4% | 0.078% | |
| 5/7/2024 | Equity Investment Corp | 66,950 | $3.05M | 0.1% | -0.8% | 0.017% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 23,257 | $1.06M | 0.0% | +2.4% | 0.006% | |
| 5/7/2024 | PFG Advisors | 122,857 | $5.60M | 0.4% | +1.0% | 0.032% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,358 | $290K | 0.0% | N/A | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,804,020 | $173.50M | 0.7% | +6.7% | 0.992% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 294,223 | $13.42M | 0.6% | +7.0% | 0.077% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 193,209 | $8.81M | 1.9% | +20.7% | 0.050% | |
| 5/6/2024 | Advisory Alpha LLC | 817,822 | $37.30M | 1.5% | +45.3% | 0.213% | |
| 5/4/2024 | Evolution Advisers Inc. | 180,060 | $8.21M | 4.6% | +6.1% | 0.047% | |
| 5/4/2024 | Evergreen Advisors LLC | 523,402 | $23.87M | 7.3% | +8.1% | 0.136% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 16,801 | $766K | 0.0% | +21.0% | 0.004% | |
| 5/4/2024 | Richardson Financial Services Inc. | 3,444 | $157K | 0.1% | +99.4% | 0.001% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 8,642 | $394K | 0.0% | -82.5% | 0.002% | |
| 5/3/2024 | TFB Advisors LLC | 22,387 | $992K | 0.4% | +107.7% | 0.006% | |
| 5/3/2024 | Larson Financial Group LLC | 618 | $28K | 0.0% | -31.2% | 0.000% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 60,116 | $2.74M | 0.3% | -38.8% | 0.016% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 7,656 | $349K | 0.0% | -46.2% | 0.002% | |
| 5/3/2024 | AA Financial Advisors LLC | 6,027 | $275K | 0.1% | +8.7% | 0.002% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 35,635 | $1.61M | 0.2% | N/A | 0.009% | |
| 5/3/2024 | Whittier Trust Co. | 9,061 | $413K | 0.0% | -6.2% | 0.002% | |
| 5/2/2024 | Mutual Advisors LLC | 157,814 | $7.20M | 0.2% | +8.7% | 0.041% | |
| 5/2/2024 | Graypoint LLC | 10,922 | $498K | 0.0% | +57.8% | 0.003% | |
| 5/2/2024 | Gilbert & Cook Inc. | 5,644 | $257K | 0.0% | +7.3% | 0.001% | |
| 5/2/2024 | Lincoln National Corp | 3,202,493 | $146.07M | 2.3% | +5.8% | 0.835% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 23,368 | $1.07M | 0.1% | +2.9% | 0.006% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 57,422 | $2.62M | 0.8% | +8.6% | 0.015% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 433,138 | $19.76M | 1.1% | -18.8% | 0.113% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 151,158 | $6.89M | 0.8% | +0.3% | 0.039% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 755,424 | $34.46M | 0.1% | +4.6% | 0.197% | |
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| 5/1/2024 | Blue Trust Inc. | 56,835 | $2.59M | 0.0% | +3.5% | 0.015% | |
| 5/1/2024 | Summit Wealth Group LLC | 30,312 | $1.38M | 0.9% | +6.1% | 0.008% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 119,473 | $5.45M | 0.3% | +5.9% | 0.031% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 3,937 | $180K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 10,491 | $478K | 0.0% | -29.7% | 0.003% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 831,467 | $37.92M | 2.8% | -0.7% | 0.217% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 535,067 | $24.40M | 0.3% | +10.5% | 0.140% | |
| 5/1/2024 | Diversify Advisory Services LLC | 138,183 | $6.25M | 0.4% | N/A | 0.036% | |
| 5/1/2024 | SeaBridge Investment Advisors LLC | 196,097 | $8.94M | 2.4% | +2.1% | 0.051% | |
| 4/30/2024 | Private Advisor Group LLC | 206,616 | $9.42M | 0.1% | +1.0% | 0.054% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 78,219 | $3.57M | 0.9% | -1.2% | 0.020% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 31,678 | $1.45M | 0.1% | +67.8% | 0.008% | |
| 4/30/2024 | SWS Partners | 100,296 | $4.58M | 1.4% | +2.0% | 0.026% | |
| 4/30/2024 | LifePlan Financial LLC | 31,539 | $1.44M | 1.3% | +24.2% | 0.008% | |
| 4/30/2024 | MA Private Wealth | 497,449 | $22.69M | 4.6% | -4.9% | 0.130% | |
| 4/30/2024 | Turtle Creek Wealth Advisors LLC | 6,120 | $279K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 8,285 | $378K | 0.1% | -3.2% | 0.002% | |
| 4/30/2024 | Fountainhead AM LLC | 232,634 | $10.61M | 2.6% | +8.1% | 0.061% | |
| 4/30/2024 | Delta Financial Group Inc. | 6,700 | $306K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Perigon Wealth Management LLC | 65,291 | $2.98M | 0.1% | +7.0% | 0.017% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 291,242 | $13.28M | 0.0% | +8.1% | 0.076% | |
| 4/29/2024 | Boyd Watterson Asset Management LLC OH | 7,497 | $342K | 0.1% | +110.2% | 0.002% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 96,530 | $4.28M | 0.8% | +958.1% | 0.025% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 135,422 | $6.18M | 4.1% | +9.3% | 0.035% | |
| 4/29/2024 | RWA Wealth Partners LLC | 50,737 | $2.31M | 0.0% | -14.7% | 0.013% | |
| 4/26/2024 | BLB&B Advisors LLC | 32,754 | $1.49M | 0.1% | +7.4% | 0.009% | |
| 4/26/2024 | UMB Bank n.a. | 2,583 | $118K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | RCS Financial Planning LLC | 36,209 | $1.65M | 1.0% | N/A | 0.009% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 10,784 | $492K | 0.1% | +26.3% | 0.003% | |
| 4/26/2024 | First National Trust Co | 151,426 | $6.91M | 0.3% | +15.3% | 0.039% | |
| 4/26/2024 | Sage Rhino Capital LLC | 65,349 | $2.98M | 0.7% | +11.5% | 0.017% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 272,377 | $12.42M | 2.2% | -38.9% | 0.071% | |
| 4/26/2024 | MONECO Advisors LLC | 4,556 | $208K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | LifePro Asset Management | 8,402 | $383K | 0.3% | +15.2% | 0.002% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 98,569 | $4.50M | 0.4% | -2.2% | 0.026% | |
| 4/25/2024 | Allworth Financial LP | 573,168 | $26.14M | 0.2% | -1.6% | 0.149% | |
| 4/25/2024 | Mendota Financial Group LLC | 107,844 | $4.92M | 2.9% | +271.1% | 0.028% | |
| 4/25/2024 | Bank of New York Mellon Corp | 9,976,201 | $455.02M | 0.1% | +27.4% | 2.601% | |
| 4/25/2024 | Center For Asset Management LLC | 112,780 | $5.14M | 4.2% | +11.0% | 0.029% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,281,012 | $58.43M | 0.2% | +5.3% | 0.334% | |
| 4/24/2024 | Leavell Investment Management Inc. | 22,298 | $1.02M | 0.1% | +59.2% | 0.006% | |
| 4/24/2024 | 1900 Wealth Management LLC | 11,944 | $545K | 0.0% | -60.9% | 0.003% | |
| 4/24/2024 | Arlington Capital Management Inc. | 65,202 | $2.97M | 2.5% | N/A | 0.017% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 105,221 | $4.68M | 0.9% | +26.5% | 0.027% | |
| 4/24/2024 | Simplicity Wealth LLC | 189,474 | $8.64M | 0.2% | +4.7% | 0.049% | |
| 4/24/2024 | Spire Wealth Management | 28,771 | $1.31M | 0.1% | +24.3% | 0.008% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 4,795 | $219K | 0.0% | -43.8% | 0.001% | |
| 4/23/2024 | Global Retirement Partners LLC | 28,515 | $1.30M | 0.0% | -8.5% | 0.007% | |
| 4/23/2024 | TriaGen Wealth Management LLC | 33,491 | $1.53M | 0.6% | N/A | 0.009% | |
| 4/23/2024 | United Asset Strategies Inc. | 217,374 | $9.91M | 1.0% | -20.8% | 0.057% | |
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| 4/23/2024 | TrueWealth Advisors LLC | 5,252 | $240K | 0.1% | -5.0% | 0.001% | |
| 4/23/2024 | Strategic Blueprint LLC | 184,740 | $8.43M | 0.6% | +68.3% | 0.048% | |
| 4/23/2024 | Accurate Wealth Management LLC | 35,047 | $1.55M | 0.4% | +10.0% | 0.009% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 525,623 | $23.97M | 0.0% | +7.1% | 0.137% | |
| 4/22/2024 | PFG Investments LLC | 79,103 | $3.61M | 0.2% | N/A | 0.021% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 154,118 | $7.03M | 2.5% | +3.5% | 0.040% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 26,888 | $1.23M | 0.2% | -3.2% | 0.007% | |
| 4/22/2024 | Raymond James & Associates | 1,537,946 | $70.15M | 0.0% | -2.9% | 0.401% | |
| 4/22/2024 | EFG Asset Management Americas Corp. | 35,746 | $1.63M | 0.5% | -47.6% | 0.009% | |
| 4/19/2024 | Level Financial Advisors | 154,662 | $7.05M | 3.2% | +15.5% | 0.040% | |
