| 5/10/2024 | Bright Financial Advisors Inc. | 59,017 | $2.72M | 2.0% | N/A | 0.036% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 26,462 | $1.17M | 0.0% | -3.9% | 0.016% | |
| 5/9/2024 | Leo Wealth LLC | 29,408 | $1.30M | 0.1% | +5.1% | 0.018% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 188,746 | $8.31M | 0.1% | +116.1% | 0.115% | |
| 5/9/2024 | Managed Asset Portfolios LLC | 94,180 | $4.15M | 0.6% | +9.7% | 0.058% | |
| 5/9/2024 | Avid Wealth Partners LLC | 169,684 | $7.48M | 6.0% | +3.6% | 0.104% | |
|
| 5/8/2024 | Heritage Wealth Advisors | 2,200 | $97K | 0.0% | -75.0% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 100,670 | $4.44M | 0.0% | +1.0% | 0.062% | |
| 5/8/2024 | US Bancorp DE | 33,334 | $1.47M | 0.0% | +33.2% | 0.020% | |
| 5/8/2024 | AMJ Financial Wealth Management | 118,041 | $5.20M | 1.7% | +2.0% | 0.072% | |
| 5/7/2024 | Choate Investment Advisors | 11,028 | $486K | 0.0% | -57.2% | 0.007% | |
| 5/7/2024 | Sei Investments Co. | 570,572 | $25.13M | 0.0% | +173.7% | 0.349% | |
| 5/7/2024 | Abbrea Capital LLC | 83,469 | $3.68M | 0.5% | +3.1% | 0.051% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 253,580 | $11.17M | 3.4% | +1.4% | 0.155% | |
| 5/7/2024 | SG Americas Securities LLC | 17,530 | $772K | 0.0% | +97.4% | 0.011% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 190,526 | $8.39M | 5.1% | +5.5% | 0.116% | |
| 5/4/2024 | Gould Asset Management LLC CA | 242,947 | $10.70M | 2.6% | -14.8% | 0.149% | |
| 5/4/2024 | Csenge Advisory Group | 5,026 | $221K | 0.0% | N/A | 0.003% | |
| 5/4/2024 | Richardson Financial Services Inc. | 6,848 | $302K | 0.2% | +9.3% | 0.004% | |
| 5/2/2024 | Quent Capital LLC | 98,894 | $4.36M | 0.5% | +33.7% | 0.060% | |
| 5/2/2024 | Choreo LLC | 51,063 | $2.25M | 0.1% | -38.8% | 0.031% | |
| 5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 63,800 | $2.81M | 0.1% | -11.9% | 0.039% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 13,685 | $603K | 0.1% | +12.8% | 0.008% | |
| 5/2/2024 | Palisade Asset Management LLC | 1,127 | $50K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 83,176 | $3.66M | 0.0% | +51.1% | 0.051% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 1,146,264 | $50.49M | 0.1% | -3.3% | 0.701% | |
| 5/1/2024 | Financial Guidance Group Inc. | 81,263 | $3.58M | 2.3% | -1.6% | 0.050% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 56,858 | $2.51M | 0.3% | N/A | 0.035% | |
| 5/1/2024 | Avior Wealth Management LLC | 104,950 | $4.62M | 0.2% | +6.6% | 0.064% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 119,882 | $5.28M | 2.7% | +4.3% | 0.073% | |
| 5/1/2024 | Diversify Advisory Services LLC | 13,851 | $617K | 0.0% | N/A | 0.008% | |
| 4/30/2024 | Private Advisor Group LLC | 273,570 | $12.05M | 0.1% | +3.6% | 0.167% | |
| 4/30/2024 | Norden Group LLC | 9,777 | $431K | 0.0% | N/A | 0.006% | |
| 4/30/2024 | Van ECK Associates Corp | 659,993 | $29.07M | 0.0% | +10,912.7% | 0.404% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 20,343 | $896K | 0.4% | +117.1% | 0.012% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 102,004 | $4.49M | 0.0% | -26.2% | 0.062% | |
| 4/29/2024 | Principal Financial Group Inc. | 31,731 | $1.40M | 0.0% | N/A | 0.019% | |
| 4/29/2024 | Benjamin Edwards Inc. | 83,748 | $3.69M | 0.7% | +76.9% | 0.051% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,385,815 | $61.05M | 1.1% | +84.9% | 0.847% | |
| 4/29/2024 | China Universal Asset Management Co. Ltd. | 68,200 | $3.00M | 0.4% | -4.9% | 0.042% | |
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| 4/26/2024 | JNBA Financial Advisors | 252,617 | $11.13M | 1.2% | -32.6% | 0.154% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 6,056 | $267K | 0.0% | +14.3% | 0.004% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 67,450 | $2.97M | 0.4% | +1.4% | 0.041% | |
| 4/25/2024 | Eudaimonia Partners LLC | 299,009 | $13.17M | 3.1% | -15.6% | 0.183% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 236,952 | $10.44M | 0.0% | -19.0% | 0.145% | |
| 4/24/2024 | Oceanside Advisors LLC | 4,614 | $203K | 0.2% | -19.6% | 0.003% | |
| 4/24/2024 | Smith Anglin Financial LLC | 9,030 | $398K | 0.0% | +3.2% | 0.006% | |
| 4/24/2024 | Archford Capital Strategies LLC | 108,002 | $4.76M | 0.8% | +3.7% | 0.066% | |
| 4/24/2024 | Spire Wealth Management | 8,097 | $357K | 0.0% | +66.2% | 0.005% | |
| 4/24/2024 | Essex Financial Services Inc. | 32,658 | $1.44M | 0.1% | -6.4% | 0.020% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,251 | $55K | 0.0% | -93.6% | 0.001% | |
| 4/23/2024 | Wealth Advisory Solutions LLC | 410,747 | $18.98M | 4.9% | N/A | 0.251% | |
| 4/23/2024 | WASHINGTON TRUST Co | 11,203 | $493K | 0.0% | -2.8% | 0.007% | |
| 4/23/2024 | DeDora Capital Inc. | 4,611 | $203K | 0.1% | N/A | 0.003% | |
| 4/23/2024 | Gradient Investments LLC | 1,337,551 | $58.92M | 1.4% | -3.7% | 0.818% | |
| 4/23/2024 | Strategic Blueprint LLC | 21,164 | $932K | 0.1% | +113.1% | 0.013% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 399,572 | $17.60M | 0.0% | -0.7% | 0.266% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 14,188 | $625K | 0.1% | N/A | 0.009% | |
| 4/22/2024 | Raymond James & Associates | 371,689 | $16.37M | 0.0% | +19.7% | 0.247% | |
| 4/22/2024 | MBL Wealth LLC | 567,414 | $25.00M | 2.8% | +2.1% | 0.377% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 67,679 | $2.98M | 0.1% | +4.9% | 0.045% | |
| 4/19/2024 | Financial Sense Advisors Inc. | 50,620 | $2.23M | 0.7% | N/A | 0.034% | |
| 4/19/2024 | Hudson Capital Management LLC | 148,622 | $6.55M | 2.3% | +2.5% | 0.099% | |
| 4/19/2024 | Norden Group LLC | 127,101 | $5.60M | 0.1% | N/A | 0.085% | |
| 4/19/2024 | Stapp Wealth Management Pllc | 112,794 | $4.97M | 8.7% | +0.5% | 0.075% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 96,724 | $4.26M | 2.8% | -0.3% | 0.064% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 17,190 | $757K | 0.1% | +94.7% | 0.011% | |
| 4/18/2024 | Requisite Capital Management LLC | 38,287 | $1.69M | 0.4% | N/A | 0.025% | |
| 4/18/2024 | Myecfo LLC | 12,925 | $569K | 0.3% | +33.6% | 0.009% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 1,524,178 | $67.14M | 1.2% | +0.5% | 1.014% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 1,230,363 | $54.20M | 1.4% | +4.1% | 0.818% | |
| 4/18/2024 | Chatham Capital Group Inc. | 94,960 | $4.18M | 0.8% | N/A | 0.063% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 33,233 | $1.46M | 0.5% | +2.8% | 0.022% | |
| 4/17/2024 | Brown Miller Wealth Management LLC | 26,657 | $1.17M | 0.5% | +4.5% | 0.018% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 102,889 | $4.87M | 1.9% | +2.4% | 0.068% | |
| 4/16/2024 | DeDora Capital Inc. | 4,611 | $203K | 0.1% | N/A | 0.003% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 240,973 | $10.62M | 0.0% | +2.8% | 0.160% | |
| 4/15/2024 | Signet Financial Management LLC | 6,721 | $296K | 0.0% | +15.3% | 0.004% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 70,349 | $3.10M | 0.1% | +10.1% | 0.047% | |
| 4/15/2024 | Brookstone Capital Management | 63,148 | $2.78M | 0.0% | -8.4% | 0.042% | |
| 4/15/2024 | Financial Enhancement Group LLC | 102,692 | $4.77M | 0.8% | +968.9% | 0.068% | |
| 4/13/2024 | Inspirion Wealth Advisors LLC | 95,748 | $4.22M | 0.7% | +0.8% | 0.064% | |
| 4/13/2024 | Wallace Advisory Group LLC | 29,906 | $1.22M | 0.9% | -40.9% | 0.020% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 150,481 | $6.63M | 0.7% | +0.7% | 0.100% | |
| 4/12/2024 | Peak Financial Advisors LLC | 193,711 | $8.53M | 5.2% | -12.5% | 0.129% | |
| 4/12/2024 | Purus Wealth Management LLC | 83,211 | $3.67M | 1.8% | -0.5% | 0.055% | |
| 4/11/2024 | Birch Capital Management LLC | 6,013 | $265K | 0.1% | +70.2% | 0.004% | |
| 4/11/2024 | Bangor Savings Bank | 210,853 | $9.29M | 1.0% | +5.7% | 0.140% | |
| 4/11/2024 | Fortitude Family Office LLC | 1,605 | $71K | 0.0% | +64.4% | 0.001% | |
| 4/10/2024 | Park Avenue Securities LLC | 9,457 | $417K | 0.0% | -27.5% | 0.006% | |
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| 4/9/2024 | Alaska Permanent Fund Corp | 2,623,000 | $115.54M | 1.7% | +1,917.7% | 1.745% | |
| 4/9/2024 | Northwest Capital Management Inc | 850 | $37K | 0.0% | N/A | 0.001% | |
| 4/9/2024 | Mather Group LLC. | 6,532 | $267K | 0.0% | -12.5% | 0.004% | |
| 4/5/2024 | Lam Group Inc. | 32,385 | $1.43M | 1.2% | N/A | 0.022% | |
| 4/3/2024 | Versant Capital Management Inc | 140,034 | $6.17M | 1.8% | -1.4% | 0.093% | |
| 4/3/2024 | Timber Creek Capital Management LLC | 248,083 | $10.93M | 3.4% | -0.7% | 0.165% | |
| 4/1/2024 | Confluence Investment Management LLC | 615,603 | $27.12M | 0.4% | N/A | 0.409% | |
| 4/1/2024 | Appleton Partners Inc. MA | 6,759 | $298K | 0.0% | -13.8% | 0.004% | |
| 3/19/2024 | Warren Street Wealth Advisors LLC | 212,259 | $8.68M | 4.9% | +5.6% | 0.141% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 102,703 | $4.20M | 0.1% | +19.9% | 0.068% | |
