| 5/13/2024 | Signature Estate & Investment Advisors LLC | 335,495 | $23.08M | 0.7% | +0.6% | 0.313% | |
| 5/10/2024 | Osaic Holdings Inc. | 151,696 | $10.44M | 0.0% | -36.5% | 0.141% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 108,202 | $7.44M | 0.1% | +5.3% | 0.101% | |
| 5/10/2024 | Motco | 27,984 | $1.93M | 0.1% | +1.4% | 0.026% | |
| 5/10/2024 | Nwam LLC | 5,804 | $401K | 0.0% | -48.9% | 0.005% | |
| 5/9/2024 | Private Portfolio Partners LLC | 7,666 | $527K | 0.1% | +16.2% | 0.007% | |
|
| 5/9/2024 | Orion Portfolio Solutions LLC | 40,461 | $2.78M | 0.0% | +12.0% | 0.038% | |
| 5/9/2024 | Blair William & Co. IL | 40,629 | $2.80M | 0.0% | -33.4% | 0.038% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 20,576 | $1.42M | 0.0% | +22.4% | 0.019% | |
| 5/9/2024 | TBH Global Asset Management LLC | 5,132 | $353K | 0.1% | +10.7% | 0.005% | |
| 5/9/2024 | MB Generational Wealth LLC | 2,735 | $208K | 0.2% | N/A | 0.003% | |
| 5/9/2024 | D Orazio & Associates Inc. | 40,899 | $2.81M | 0.5% | -15.2% | 0.038% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 1,556,472 | $107.09M | 0.1% | -3.3% | 1.451% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 5,965 | $410K | 0.2% | -28.1% | 0.006% | |
| 5/9/2024 | Interchange Capital Partners LLC | 33,290 | $2.29M | 1.5% | +2.1% | 0.031% | |
| 5/8/2024 | Heritage Wealth Advisors | 1,949 | $134K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 124,657 | $8.58M | 0.1% | -1.5% | 0.116% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 107,817 | $7.42M | 0.8% | +2.7% | 0.101% | |
| 5/7/2024 | Meeder Asset Management Inc. | 5,963 | $410K | 0.0% | -4.8% | 0.006% | |
| 5/7/2024 | Sei Investments Co. | 255,471 | $17.58M | 0.0% | +42.7% | 0.238% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 4,291 | $295K | 0.0% | +7.0% | 0.004% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 7,445 | $512K | 0.2% | +8.1% | 0.007% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 47,703 | $3.28M | 0.1% | -1.4% | 0.044% | |
| 5/7/2024 | PFG Advisors | 22,413 | $1.54M | 0.1% | -75.5% | 0.021% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,519 | $380K | 0.0% | +35.8% | 0.005% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 68,583 | $4.72M | 1.3% | -3.5% | 0.064% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 162,471 | $11.18M | 0.0% | -38.5% | 0.151% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 2,640 | $182K | 0.0% | -59.6% | 0.002% | |
| 5/4/2024 | Richardson Financial Services Inc. | 2,028 | $140K | 0.1% | N/A | 0.002% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 56,215 | $3.87M | 1.1% | +4.0% | 0.052% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 703 | $48K | 0.0% | +142.4% | 0.001% | |
| 5/2/2024 | Summit Financial Wealth Advisors LLC | 387,143 | $26.64M | 5.4% | +1.5% | 0.361% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 6,750 | $464K | 0.1% | -55.0% | 0.006% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 6,161 | $424K | 0.0% | -4.9% | 0.006% | |
| 5/1/2024 | Janney Capital Management LLC | 50,062 | $3.44M | 0.2% | -1.5% | 0.047% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 91,386 | $6.29M | 1.6% | -0.5% | 0.085% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 146,711 | $10.09M | 0.0% | -16.2% | 0.137% | |
| 5/1/2024 | Quaker Wealth Management LLC | 208,146 | $14.32M | 5.8% | -36.2% | 0.194% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 8,624 | $593K | 0.0% | +7.5% | 0.008% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 2,463 | $169K | 0.0% | +1,935.5% | 0.002% | |
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| 5/1/2024 | Mission Wealth Management LP | 33,179 | $2.28M | 0.1% | +532.2% | 0.031% | |
| 5/1/2024 | Northcape Wealth Management LLC | 7,143 | $491K | 0.2% | -13.4% | 0.007% | |
| 4/30/2024 | Private Advisor Group LLC | 32,833 | $2.26M | 0.0% | -21.4% | 0.031% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 25,388 | $1.75M | 0.1% | -39.1% | 0.024% | |
| 4/30/2024 | Fortis Group Advisors LLC | 1,340 | $92K | 0.0% | -50.0% | 0.001% | |
| 4/30/2024 | SWS Partners | 18,265 | $1.26M | 0.4% | -1.7% | 0.017% | |
| 4/30/2024 | SWAN Capital LLC | 232,183 | $15.97M | 9.1% | +8.0% | 0.216% | |
| 4/30/2024 | Concord Wealth Partners | 2,000 | $138K | 0.0% | -10.5% | 0.002% | |
| 4/30/2024 | MN Wealth Advisors LLC | 15,450 | $1.06M | 0.7% | -13.3% | 0.014% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 15,252 | $1.05M | 0.1% | -5.0% | 0.014% | |
| 4/30/2024 | Arkadios Wealth Advisors | 6,134 | $422K | 0.0% | N/A | 0.006% | |
| 4/30/2024 | Camden National Bank | 13,178 | $907K | 0.2% | +1.9% | 0.012% | |
| 4/30/2024 | Investment Advisory Group LLC | 53,547 | $3.68M | 1.5% | +3.0% | 0.050% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 332,117 | $22.85M | 0.0% | -14.0% | 0.310% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 10,777 | $741K | 0.1% | +2.6% | 0.010% | |
| 4/27/2024 | Guardian Financial Partners LLC | 79,172 | $5.45M | 3.7% | +20.3% | 0.074% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 24,815 | $1.71M | 0.6% | +6.2% | 0.023% | |
| 4/27/2024 | Fonville Wealth Management LLC | 5,124 | $353K | 0.2% | +3.2% | 0.005% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 16,916 | $1.16M | 0.0% | -12.8% | 0.016% | |
| 4/26/2024 | MBA Advisors LLC | 11,118 | $765K | 0.4% | +8.9% | 0.010% | |
| 4/26/2024 | Opus Capital Group LLC | 39,972 | $2.75M | 0.4% | -7.1% | 0.037% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 75,328 | $5.18M | 0.3% | +3.1% | 0.070% | |
| 4/25/2024 | Human Investing LLC | 155,076 | $10.67M | 2.1% | -0.2% | 0.145% | |
| 4/25/2024 | Equitable Trust Co. | 151,359 | $10.41M | 0.7% | +16.8% | 0.141% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 2,611 | $180K | 0.0% | +742.3% | 0.002% | |
| 4/25/2024 | Eudaimonia Partners LLC | 24,484 | $1.68M | 0.4% | +6.4% | 0.023% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 92,795 | $6.38M | 0.0% | +12.9% | 0.087% | |
| 4/24/2024 | Zhang Financial LLC | 32,025 | $2.20M | 0.2% | +14.4% | 0.030% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 3,307 | $228K | 0.0% | +7.5% | 0.003% | |
| 4/24/2024 | Marino Stram & Associates LLC | 37,018 | $2.55M | 0.6% | +38.2% | 0.035% | |
| 4/24/2024 | Childress Capital Advisors LLC | 22,700 | $1.56M | 0.5% | -84.8% | 0.021% | |
| 4/24/2024 | Essex Financial Services Inc. | 19,505 | $1.34M | 0.1% | -4.1% | 0.018% | |
| 4/24/2024 | Gunma Bank Ltd. | 50,000 | $3.44M | 1.8% | -39.8% | 0.047% | |
| 4/23/2024 | Bfsg LLC | 2,244 | $154K | 0.0% | +7.3% | 0.002% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 17,723 | $1.22M | 0.1% | N/A | 0.017% | |
| 4/23/2024 | Sugarloaf Wealth Management LLC | 4,027 | $277K | 0.1% | +16.6% | 0.004% | |
| 4/23/2024 | KLR Investment Advisors LLC | 11,725 | $792K | 0.6% | -12.1% | 0.011% | |
| 4/23/2024 | Rebalance LLC | 152,330 | $10.48M | 0.9% | -0.2% | 0.142% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 661,469 | $45.51M | 0.1% | +29.7% | 0.617% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 784,851 | $54.00M | 4.8% | +14.6% | 0.732% | |
| 4/22/2024 | PFG Investments LLC | 9,036 | $622K | 0.0% | +5.2% | 0.008% | |
| 4/22/2024 | Family Investment Center Inc. | 116,345 | $8.01M | 2.6% | -0.2% | 0.108% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 623 | $43K | 0.0% | N/A | 0.001% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 3,098 | $213K | 0.0% | N/A | 0.003% | |
| 4/22/2024 | Drive Wealth Management LLC | 23,151 | $1.59M | 0.4% | +15.8% | 0.022% | |
| 4/22/2024 | Donaldson Capital Management LLC | 21,549 | $1.48M | 0.1% | +3.0% | 0.020% | |
| 4/22/2024 | Raymond James & Associates | 107,620 | $7.40M | 0.0% | -19.7% | 0.100% | |
| 4/19/2024 | Financial Perspectives Inc | 97,617 | $6.72M | 2.5% | -2.6% | 0.091% | |
| 4/19/2024 | RTD Financial Advisors Inc. | 163,625 | $11.26M | 1.5% | -1.0% | 0.153% | |
| 4/19/2024 | KFG Wealth Management LLC | 3,762 | $259K | 0.1% | N/A | 0.004% | |
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| 4/18/2024 | Silverlake Wealth Management LLC | 21,669 | $1.49M | 0.8% | -6.4% | 0.020% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 15,292 | $1.05M | 0.1% | N/A | 0.014% | |
| 4/18/2024 | Oxinas Partners Wealth Management LLC | 7,566 | $521K | 0.3% | +21.0% | 0.007% | |
| 4/18/2024 | Main Line Retirement Advisors LLC | 200,977 | $13.82M | 10.9% | +5.6% | 0.187% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 2,206 | $152K | 0.0% | +37.8% | 0.002% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 8,297 | $571K | 0.3% | +16.2% | 0.008% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 3,581 | $246K | 0.0% | -24.1% | 0.003% | |
| 4/18/2024 | Mayfair Advisory Group LLC | 38,290 | $2.63M | 1.9% | +15.4% | 0.036% | |
| 4/18/2024 | Barry Investment Advisors LLC | 371,833 | $25.58M | 8.5% | +3.7% | 0.347% | |
| 4/18/2024 | Clarity Wealth Advisors LLC | 61,481 | $4.23M | 1.4% | +19.5% | 0.057% | |
