| 5/8/2024 | Washington Trust Advisors Inc. | 561 | $34K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Headlands Technologies LLC | 3,271 | $197K | 0.0% | +362.7% | 0.000% | |
| 5/8/2024 | Verus Financial Partners Inc. | 991,112 | $59.76M | 7.0% | +3.6% | 0.087% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 21,599 | $1.30M | 0.1% | +9.9% | 0.002% | |
| 5/7/2024 | Meeder Asset Management Inc. | 3,468 | $209K | 0.0% | -19.5% | 0.000% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 501,329 | $30.22M | 6.1% | +4.6% | 0.044% | |
|
| 5/7/2024 | SilverOak Wealth Management LLC | 22,066 | $1.33M | 0.3% | +5.0% | 0.002% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 20,430 | $1.23M | 0.1% | -22.3% | 0.002% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,667 | $281K | 0.0% | +16.7% | 0.000% | |
| 5/7/2024 | Montag A & Associates Inc. | 7,208 | $435K | 0.0% | +14.4% | 0.001% | |
| 5/7/2024 | Facet Wealth Inc. | 8,797 | $534K | 0.0% | +26.7% | 0.001% | |
| 5/7/2024 | Allen Investment Management LLC | 483,534 | $29.16M | 0.4% | -20.1% | 0.042% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 6,683 | $403K | 0.3% | +5.8% | 0.001% | |
| 5/7/2024 | PFG Advisors | 7,515 | $453K | 0.0% | -7.4% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 59,967 | $3.62M | 0.1% | +10.3% | 0.005% | |
| 5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 4,005 | $242K | 0.0% | -6.0% | 0.000% | |
| 5/7/2024 | Wealthspire Advisors LLC | 4,190,796 | $252.71M | 3.4% | +2.1% | 0.366% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 48,195 | $2.91M | 0.8% | +6.7% | 0.004% | |
| 5/7/2024 | Empowered Funds LLC | 6,862 | $414K | 0.0% | N/A | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,279,842 | $137.47M | 0.5% | +5.0% | 0.199% | |
| 5/6/2024 | Empirical Finance LLC | 60,658 | $3.66M | 0.2% | -3.8% | 0.005% | |
| 5/6/2024 | Capital City Trust Co. FL | 12,928 | $780K | 0.2% | +74.0% | 0.001% | |
| 5/6/2024 | Advisory Services Network LLC | 52,945 | $3.19M | 0.1% | +7.0% | 0.005% | |
| 5/6/2024 | Manchester Capital Management LLC | 10,264 | $619K | 0.1% | +4.1% | 0.001% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 1,846 | $111K | 0.0% | N/A | 0.000% | |
| 5/6/2024 | Advisory Alpha LLC | 64,601 | $3.90M | 0.2% | -13.7% | 0.006% | |
| 5/4/2024 | Hemington Wealth Management | 322,857 | $19.47M | 7.1% | -6.5% | 0.028% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 21,438 | $1.29M | 0.6% | +1.1% | 0.002% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 6,513 | $393K | 0.1% | -92.3% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 4,184 | $252K | 0.0% | -7.0% | 0.000% | |
| 5/4/2024 | Essex LLC | 3,371 | $203K | 0.0% | -31.1% | 0.000% | |
| 5/4/2024 | 9258 Wealth Management LLC | 230,092 | $13.88M | 2.2% | +2.6% | 0.020% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 81,591 | $4.92M | 2.8% | -1.9% | 0.007% | |
| 5/4/2024 | Csenge Advisory Group | 14,547 | $877K | 0.0% | -1.9% | 0.001% | |
| 5/4/2024 | Glassman Wealth Services | 28,954 | $1.75M | 0.4% | +29.4% | 0.003% | |
| 5/4/2024 | Richardson Financial Services Inc. | 6,531 | $391K | 0.3% | N/A | 0.001% | |
| 5/3/2024 | Signaturefd LLC | 2,864,466 | $172.73M | 3.6% | +419.2% | 0.251% | |
| 5/3/2024 | MontVue Capital Management Inc. | 129,298 | $7.80M | 6.9% | +11.6% | 0.011% | |
| 5/3/2024 | Integris Wealth Management LLC | 6,841 | $413K | 0.1% | -10.4% | 0.001% | |
| 5/3/2024 | Gold Investment Management Ltd. | 42,600 | $2.57M | 1.0% | -0.9% | 0.004% | |
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| 5/3/2024 | Carson Advisory Inc. | 11,738 | $708K | 0.5% | -7.9% | 0.001% | |
| 5/3/2024 | TFB Advisors LLC | 6,800 | $400K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | RIA Advisory Group LLC | 3,693 | $223K | 0.1% | N/A | 0.000% | |
| 5/3/2024 | Larson Financial Group LLC | 14,340 | $865K | 0.1% | +5.8% | 0.001% | |
| 5/3/2024 | Callan Capital LLC | 52,605 | $3.17M | 0.3% | +0.3% | 0.005% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 9,372 | $565K | 0.0% | +6.9% | 0.001% | |
| 5/3/2024 | United Community Bank | 6,264 | $378K | 0.1% | -4.3% | 0.001% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 129,993 | $7.82M | 1.0% | N/A | 0.011% | |
| 5/3/2024 | Absolute Capital Management LLC | 11,989 | $723K | 0.5% | +23.7% | 0.001% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 14,820 | $894K | 0.0% | -3.6% | 0.001% | |
| 5/2/2024 | First Command Advisory Services Inc. | 84,045 | $5.06M | 0.1% | -28.3% | 0.007% | |
| 5/2/2024 | Financial Counselors Inc. | 5,380 | $324K | 0.0% | -58.4% | 0.000% | |
| 5/2/2024 | Hudock Inc. | 3,781 | $228K | 0.1% | N/A | 0.000% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 261,793 | $15.79M | 3.1% | +0.2% | 0.023% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 1,330 | $80K | 0.0% | +95.0% | 0.000% | |
| 5/2/2024 | Graypoint LLC | 6,936 | $418K | 0.0% | -4.6% | 0.001% | |
| 5/2/2024 | Hardy Reed LLC | 405,899 | $24.48M | 3.0% | -0.2% | 0.036% | |
| 5/2/2024 | Haverford Trust Co | 832,369 | $50.19M | 0.5% | -30.1% | 0.073% | |
| 5/2/2024 | Vantage Financial Partners LLC | 4,245 | $256K | 0.1% | N/A | 0.000% | |
| 5/2/2024 | Curran Financial Partners LLC | 126,477 | $7.63M | 2.7% | +4.8% | 0.011% | |
| 5/2/2024 | Lincoln National Corp | 61,668 | $3.72M | 0.1% | +44.6% | 0.005% | |
| 5/2/2024 | St. Louis Trust Co | 861,642 | $51.80M | 8.1% | +2.9% | 0.076% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 20,977 | $1.27M | 0.3% | +8.4% | 0.002% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 3,479 | $210K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | Palisade Asset Management LLC | 10,546 | $636K | 0.1% | N/A | 0.001% | |
| 5/2/2024 | PDS Planning Inc | 3,318 | $200K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | Standpoint Asset Management LLC | 562,600 | $33.93M | 8.8% | +7.3% | 0.049% | |
| 5/1/2024 | Tanager Wealth Management LLP | 81,286 | $4.90M | 0.8% | +29.2% | 0.007% | |
| 5/1/2024 | StoneX Group Inc. | 15,160 | $914K | 0.1% | +33.9% | 0.001% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 634,302 | $38.25M | 2.0% | -1.7% | 0.056% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 30,290 | $1.83M | 0.6% | +0.9% | 0.003% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 82,707 | $4.99M | 1.3% | -1.3% | 0.007% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 109,033 | $6.58M | 0.0% | -2.4% | 0.010% | |
| 5/1/2024 | CWS Financial Advisors LLC | 163,616 | $9.87M | 4.0% | +3.1% | 0.014% | |
| 5/1/2024 | Blue Trust Inc. | 7,735 | $466K | 0.0% | -14.1% | 0.001% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 853,451 | $51.46M | 3.8% | +32.0% | 0.075% | |
| 5/1/2024 | Avior Wealth Management LLC | 102,442 | $6.18M | 0.3% | +5.4% | 0.009% | |
| 5/1/2024 | Mission Wealth Management LP | 42,787 | $2.58M | 0.1% | +169.9% | 0.004% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 11,102 | $669K | 0.1% | +7.2% | 0.001% | |
| 5/1/2024 | Starfox Financial Services LLC | 7,912 | $463K | 0.4% | +17.8% | 0.001% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 30,769 | $1.86M | 0.0% | -6.0% | 0.003% | |
| 5/1/2024 | Diversify Advisory Services LLC | 50,773 | $3.06M | 0.2% | N/A | 0.004% | |
| 4/30/2024 | Private Advisor Group LLC | 457,258 | $27.57M | 0.2% | +1.3% | 0.040% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 44,394 | $2.67M | 0.1% | +1.2% | 0.004% | |
| 4/30/2024 | Cutter & CO Brokerage Inc. | 3,492 | $211K | 0.1% | N/A | 0.000% | |
| 4/30/2024 | North Star Investment Management Corp. | 38,545 | $2.32M | 0.2% | +13.4% | 0.003% | |
| 4/30/2024 | Culbertson A N & Co. Inc. | 29,975 | $1.81M | 0.3% | +3.7% | 0.003% | |
| 4/30/2024 | Fortis Group Advisors LLC | 11,215 | $676K | 0.1% | +7,581.5% | 0.001% | |
| 4/30/2024 | HB Wealth Management LLC | 5,113,471 | $306.45M | 3.9% | +2.1% | 0.447% | |
| 4/30/2024 | Granite Bay Wealth Management LLC | 21,166 | $1.28M | 0.7% | -99.7% | 0.002% | |
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| 4/30/2024 | JMG Financial Group Ltd. | 4,609 | $278K | 0.0% | +31.6% | 0.000% | |
| 4/30/2024 | Delta Financial Group Inc. | 18,821 | $1.14M | 0.3% | -5.0% | 0.002% | |
| 4/30/2024 | True Vision MN LLC | 64,564 | $3.83M | 2.7% | -4.3% | 0.006% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 146,396 | $8.83M | 0.5% | +11.8% | 0.013% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 18,275 | $1.10M | 0.3% | -11.7% | 0.002% | |
| 4/30/2024 | Arkadios Wealth Advisors | 134,331 | $8.10M | 0.6% | +6.1% | 0.012% | |
| 4/30/2024 | Caprock Group LLC | 558,831 | $33.70M | 1.9% | +6.6% | 0.049% | |
| 4/30/2024 | Naples Global Advisors LLC | 8,577 | $517K | 0.1% | -2.3% | 0.001% | |
| 4/30/2024 | Perigon Wealth Management LLC | 47,109 | $2.84M | 0.1% | -3.7% | 0.004% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 25,347 | $1.53M | 0.1% | +1.5% | 0.002% | |
