| 5/16/2024 | Waverly Advisors LLC | 146,065 | $12.42M | 0.3% | -1.0% | 0.131% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 128,767 | $20.77M | 0.1% | N/A | 0.116% | |
| 5/15/2024 | SVB Wealth LLC | 89,984 | $7.65M | 0.2% | +108.0% | 0.081% | |
| 5/15/2024 | Linscomb Wealth Inc. | 8,762 | $745K | 0.0% | +7.1% | 0.008% | |
| 5/14/2024 | EP Wealth Advisors LLC | 2,419 | $206K | 0.0% | +43.2% | 0.002% | |
| 5/14/2024 | CreativeOne Wealth LLC | 2,741 | $233K | 0.0% | N/A | 0.002% | |
|
| 5/14/2024 | Pitcairn Co. | 14,540 | $1.24M | 0.1% | N/A | 0.013% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 14,584 | $1.24M | 0.1% | N/A | 0.013% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 5,424 | $461K | 0.1% | -7.5% | 0.005% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 823 | $70K | 0.0% | +60.7% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 118,672 | $10.10M | 0.0% | -7.4% | 0.107% | |
| 5/9/2024 | RFP Financial Group LLC | 1,750 | $149K | 0.1% | -66.2% | 0.002% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 13,611 | $1.16M | 0.1% | +1.3% | 0.012% | |
| 5/9/2024 | Blair William & Co. IL | 24,159 | $2.06M | 0.0% | -62.5% | 0.022% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 2,422 | $206K | 0.0% | N/A | 0.002% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 5,130 | $436K | 0.3% | +65.6% | 0.005% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 33,187 | $2.82M | 0.3% | -37.9% | 0.030% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 52,934 | $4.50M | 0.0% | -34.9% | 0.048% | |
| 5/8/2024 | US Bancorp DE | 4,710 | $401K | 0.0% | -27.1% | 0.004% | |
| 5/8/2024 | New Republic Capital LLC | 1,953 | $166K | 0.1% | -63.4% | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,873 | $585K | 0.0% | N/A | 0.006% | |
| 5/7/2024 | Wealthspire Advisors LLC | 3,531 | $300K | 0.0% | +5.2% | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 693,818 | $59.02M | 0.2% | +8.8% | 0.623% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 26,250 | $2.23M | 1.1% | -19.8% | 0.024% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 256 | $220K | 0.1% | -82.3% | 0.000% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 371 | $32K | 0.0% | +67.1% | 0.000% | |
| 5/4/2024 | 9258 Wealth Management LLC | 77,497 | $6.59M | 1.0% | +3.3% | 0.070% | |
| 5/3/2024 | Signaturefd LLC | 13,272 | $1.13M | 0.0% | +7.0% | 0.012% | |
| 5/3/2024 | Embree Financial Group | 2,460 | $209K | 0.0% | N/A | 0.002% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 6,716 | $571K | 0.0% | -4.8% | 0.006% | |
| 5/3/2024 | Whittier Trust Co. | 11,360 | $966K | 0.0% | +2,172.0% | 0.010% | |
| 5/2/2024 | Salomon & Ludwin LLC | 4,814 | $409K | 0.0% | +587.7% | 0.004% | |
| 5/2/2024 | Peregrine Asset Advisers Inc. | 2,868 | $244K | 0.1% | N/A | 0.003% | |
| 5/2/2024 | Lincoln National Corp | 49,535 | $4.21M | 0.1% | +19.5% | 0.044% | |
| 5/2/2024 | Choreo LLC | 29,836 | $2.54M | 0.1% | +22.2% | 0.027% | |
| 5/1/2024 | Wakefield Asset Management LLLP | 18,424 | $1.57M | 0.5% | +5.1% | 0.017% | |
| 5/1/2024 | StoneX Group Inc. | 13,353 | $1.14M | 0.1% | +2.0% | 0.012% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 375,522 | $31.94M | 0.1% | -8.3% | 0.337% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 6,409,425 | $545.19M | 1.0% | +50.0% | 5.756% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 369 | $31K | 0.0% | +4,000.0% | 0.000% | |
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| 5/1/2024 | Prosperity Consulting Group LLC | 63,302 | $5.38M | 0.7% | +387.8% | 0.057% | |
| 4/30/2024 | Private Advisor Group LLC | 25,675 | $2.18M | 0.0% | +8.2% | 0.023% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 2,462 | $209K | 0.1% | -11.1% | 0.002% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 27,887 | $2.37M | 0.1% | N/A | 0.025% | |
| 4/30/2024 | North Star Investment Management Corp. | 1,203 | $102K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | Fortis Group Advisors LLC | 17,886 | $1.52M | 0.3% | N/A | 0.016% | |
| 4/30/2024 | Cordatus Wealth Management LLC | 7,513 | $639K | 0.5% | -4.5% | 0.007% | |
| 4/30/2024 | Violich Capital Management Inc. | 22,500 | $1.91M | 0.3% | +350.0% | 0.020% | |
| 4/30/2024 | Perigon Wealth Management LLC | 4,909 | $418K | 0.0% | -35.4% | 0.004% | |
| 4/30/2024 | M3 Advisory Group LLC | 6,705 | $570K | 0.5% | +9.3% | 0.006% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 80,261 | $6.83M | 0.0% | +6.8% | 0.072% | |
| 4/29/2024 | Principal Financial Group Inc. | 27,291 | $2.32M | 0.0% | -2.6% | 0.025% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,000 | $340K | 0.0% | N/A | 0.004% | |
| 4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 9,631 | $819K | 0.1% | +40.9% | 0.009% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 3,407 | $290K | 0.0% | N/A | 0.003% | |
| 4/26/2024 | Financial Insights Inc. | 18,753 | $1.60M | 0.5% | N/A | 0.017% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 94,763 | $8.06M | 1.2% | +6.4% | 0.085% | |
| 4/25/2024 | Gainplan LLC | 18,649 | $1.59M | 0.8% | +3.3% | 0.017% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 4,128 | $330K | 0.0% | +4.6% | 0.004% | |
| 4/25/2024 | WestHill Financial Advisors Inc. | 13,905 | $1.18M | 0.3% | +3.5% | 0.012% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 123,797 | $10.53M | 0.0% | -18.8% | 0.111% | |
| 4/24/2024 | 1900 Wealth Management LLC | 50,686 | $4.31M | 0.4% | +10.3% | 0.046% | |
| 4/24/2024 | Pegasus Partners Ltd. | 71,994 | $6.12M | 0.6% | -10.7% | 0.065% | |
| 4/24/2024 | Simplicity Wealth LLC | 38,646 | $3.29M | 0.1% | -8.8% | 0.035% | |
| 4/23/2024 | Arbor Investment Advisors LLC | 20,908 | $1.78M | 0.3% | +1.2% | 0.019% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 5,985 | $509K | 0.1% | -5.1% | 0.005% | |
| 4/23/2024 | Venturi Wealth Management LLC | 661,203 | $56.24M | 3.6% | +1.0% | 0.594% | |
| 4/23/2024 | Fifth Third Bancorp | 3,491 | $297K | 0.0% | -16.0% | 0.003% | |
| 4/23/2024 | Herbst Group LLC | 45,515 | $3.87M | 2.4% | -7.7% | 0.041% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 169,416 | $14.41M | 0.0% | -2.2% | 0.152% | |
| 4/23/2024 | Stonegate Investment Group LLC | 5,596 | $476K | 0.0% | +16.6% | 0.005% | |
| 4/22/2024 | PFG Investments LLC | 10,854 | $923K | 0.1% | +42.3% | 0.010% | |
| 4/22/2024 | Raymond James & Associates | 296,090 | $25.19M | 0.0% | +15.5% | 0.266% | |
| 4/22/2024 | Stegner Investment Associates Inc. | 2,548 | $217K | 0.2% | N/A | 0.002% | |
| 4/22/2024 | Arthur M. Cohen & Associates LLC | 4,260 | $362K | 0.1% | -21.5% | 0.004% | |
| 4/19/2024 | Park Edge Advisors LLC | 2,815 | $239K | 0.1% | N/A | 0.003% | |
| 4/19/2024 | ZRC Wealth Management LLC | 3,791 | $322K | 0.2% | -82.7% | 0.003% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 4,300 | $366K | 0.0% | -18.9% | 0.004% | |
| 4/18/2024 | Stordahl Capital Management Inc. | 8,533 | $726K | 0.2% | -2.3% | 0.008% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 7,457 | $634K | 0.1% | +24.9% | 0.007% | |
| 4/18/2024 | Golden Road Advisors LLC | 12,346 | $1.05M | 0.9% | +5.4% | 0.011% | |
| 4/18/2024 | LVW Advisors LLC | 139,200 | $11.84M | 2.0% | +0.1% | 0.125% | |
| 4/17/2024 | Brooklyn FI LLC | 50,463 | $4.29M | 1.8% | +0.7% | 0.045% | |
| 4/16/2024 | Webster Bank N. A. | 7,321 | $623K | 0.1% | +14.1% | 0.007% | |
| 4/16/2024 | Financial Management Professionals Inc. | 643 | $55K | 0.0% | +7,937.5% | 0.001% | |
| 4/16/2024 | 180 Wealth Advisors LLC | 15,034 | $1.28M | 0.2% | +28.0% | 0.014% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 26,190 | $2.23M | 0.0% | +2.0% | 0.024% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 9,734 | $828K | 0.0% | +9.1% | 0.009% | |
| 4/15/2024 | SMI Advisory Services LLC | 33,819 | $2.82M | 0.8% | N/A | 0.030% | |
| 4/15/2024 | Brookstone Capital Management | 31,339 | $2.67M | 0.0% | +7.5% | 0.028% | |
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| 4/15/2024 | Kingswood Wealth Advisors LLC | 2,890 | $246K | 0.0% | +11.2% | 0.003% | |
| 4/13/2024 | First Financial Corp IN | 2,246 | $191K | 0.1% | N/A | 0.002% | |
| 4/12/2024 | Austin Private Wealth LLC | 100,260 | $8.34M | 1.0% | -2.2% | 0.090% | |
| 4/12/2024 | AdvisorNet Financial Inc | 3,467 | $295K | 0.0% | +78.9% | 0.003% | |
| 4/11/2024 | International Assets Investment Management LLC | 6,019 | $507K | 0.0% | -95.6% | 0.005% | |
| 4/11/2024 | &PARTNERS | 3,476 | $296K | 0.0% | N/A | 0.003% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 5,537 | $471K | 0.1% | +2.3% | 0.005% | |
| 4/11/2024 | Cadent Capital Advisors LLC | 116,975 | $9.95M | 4.0% | N/A | 0.105% | |
| 4/10/2024 | Park Avenue Securities LLC | 19,942 | $1.70M | 0.0% | +8.9% | 0.018% | |
| 4/10/2024 | McLean Asset Management Corp | 17,269 | $1.44M | 0.5% | +12.7% | 0.016% | |
