| 5/17/2024 | Western Pacific Wealth Management LP | 436 | $25K | 0.0% | N/A | 0.001% | |
| 5/17/2024 | Comerica Bank | 16,116 | $932K | 0.0% | -2.2% | 0.019% | |
| 5/16/2024 | Industrial Alliance Investment Management Inc. | 58,547 | $3.39M | 1.4% | -20.3% | 0.070% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 34,305 | $2.04M | 0.6% | N/A | 0.041% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 69,679 | $4.03M | 0.0% | -4.9% | 0.083% | |
| 5/16/2024 | Ashford Capital Management Inc. | 90,091 | $5.21M | 0.7% | +6.1% | 0.108% | |
|
| 5/15/2024 | Ascent Group LLC | 4,646 | $269K | 0.0% | -3.7% | 0.006% | |
| 5/15/2024 | Blue Edge Capital LLC | 386,113 | $22.34M | 3.7% | +1.2% | 0.461% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 50,665 | $2.93M | 0.1% | N/A | 0.061% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 99,013 | $5.73M | 1.5% | -91.4% | 0.118% | |
| 5/13/2024 | PAX Financial Group LLC | 43,824 | $2.54M | 0.5% | -7.0% | 0.052% | |
| 5/10/2024 | Osaic Holdings Inc. | 221,679 | $12.82M | 0.0% | -70.7% | 0.265% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 68,968 | $3.99M | 0.3% | -5.9% | 0.082% | |
| 5/9/2024 | Picton Mahoney Asset Management | 30,070 | $1.74M | 0.1% | -6.0% | 0.036% | |
| 5/9/2024 | SageView Advisory Group LLC | 40,378 | $2.34M | 0.1% | N/A | 0.048% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 9,435 | $546K | 0.4% | +21.2% | 0.011% | |
| 5/8/2024 | Barings LLC | 93,976 | $5.44M | 0.1% | +2.7% | 0.112% | |
| 5/8/2024 | Private Wealth Advisors LLC | 44,091 | $2.55M | 1.0% | N/A | 0.053% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 306,287 | $17.72M | 0.9% | -0.5% | 0.366% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,248 | $246K | 0.0% | +7.9% | 0.005% | |
| 5/8/2024 | US Bancorp DE | 52,523 | $3.04M | 0.0% | -2.5% | 0.063% | |
| 5/7/2024 | Smithfield Trust Co | 351,094 | $20.31M | 1.1% | +0.1% | 0.419% | |
| 5/7/2024 | Metis Global Partners LLC | 1,042,717 | $60.32M | 2.2% | +850.4% | 1.246% | |
| 5/7/2024 | AIA Group Ltd | 470,415 | $27.21M | 0.9% | +13.7% | 0.562% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 16,502 | $955K | 0.0% | -73.8% | 0.020% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 17,080 | $988K | 0.5% | +100.7% | 0.020% | |
| 5/4/2024 | Csenge Advisory Group | 20,707 | $1.20M | 0.1% | +34.8% | 0.025% | |
| 5/4/2024 | Richardson Financial Services Inc. | 28,691 | $1.66M | 1.2% | +29.1% | 0.034% | |
| 5/3/2024 | Integris Wealth Management LLC | 153,814 | $8.90M | 2.5% | -4.4% | 0.184% | |
| 5/3/2024 | TFB Advisors LLC | 8,518 | $480K | 0.2% | N/A | 0.010% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 23,707 | $1.37M | 0.4% | +2.1% | 0.028% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 29,069 | $1.68M | 0.2% | +2.1% | 0.035% | |
| 5/2/2024 | Graypoint LLC | 206,993 | $11.98M | 0.9% | -10.7% | 0.247% | |
| 5/2/2024 | Choreo LLC | 52,187 | $3.02M | 0.1% | -7.3% | 0.062% | |
| 5/2/2024 | Presilium Private Wealth LLC | 64,395 | $3.73M | 1.0% | -1.8% | 0.077% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 958,436 | $55.45M | 0.2% | +3.0% | 1.145% | |
| 5/1/2024 | Blue Trust Inc. | 14,408 | $833K | 0.0% | -5.4% | 0.017% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 1,516,330 | $87.72M | 0.2% | -2.8% | 1.812% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 13,119 | $759K | 0.0% | -36.8% | 0.017% | |
| 4/30/2024 | Private Advisor Group LLC | 99,442 | $5.75M | 0.0% | -0.4% | 0.128% | |
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| 4/30/2024 | Perigon Wealth Management LLC | 7,229 | $418K | 0.0% | N/A | 0.009% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 19,151 | $1.11M | 0.0% | -10.7% | 0.025% | |
| 4/29/2024 | Phillips Wealth Planners LLC | 3,912 | $217K | 0.2% | N/A | 0.005% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 5,870 | $340K | 0.0% | -42.3% | 0.008% | |
| 4/24/2024 | Simplicity Wealth LLC | 6,552 | $379K | 0.0% | N/A | 0.008% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 10,426 | $603K | 0.1% | -4.0% | 0.013% | |
| 4/23/2024 | Global Retirement Partners LLC | 4,135 | $239K | 0.0% | +5.3% | 0.005% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 49,783 | $2.88M | 0.0% | -3.6% | 0.064% | |
| 4/23/2024 | Sapient Capital LLC | 5,128 | $297K | 0.0% | -9.0% | 0.007% | |
| 4/22/2024 | Raymond James & Associates | 837,055 | $48.42M | 0.0% | +1.3% | 1.076% | |
| 4/19/2024 | GenTrust LLC | 871,438 | $50.41M | 3.1% | -21.9% | 1.120% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 47,559 | $2.75M | 0.2% | -2.0% | 0.061% | |
| 4/18/2024 | MGO Private Wealth LLC | 34,200 | $1.98M | 1.2% | -21.8% | 0.044% | |
| 4/16/2024 | Harbour Capital Advisors LLC | 13,105 | $750K | 0.2% | -2.5% | 0.017% | |
| 4/15/2024 | Sunbelt Securities Inc. | 80,576 | $4.66M | 0.5% | -0.6% | 0.104% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 37,745 | $2.18M | 0.3% | +30.1% | 0.049% | |
| 4/13/2024 | Columbus Macro LLC | 4,183 | $242K | 0.1% | +6.1% | 0.005% | |
| 4/13/2024 | Evanson Asset Management LLC | 5,217 | $302K | 0.0% | -57.3% | 0.006% | |
| 4/11/2024 | Ballentine Partners LLC | 250,756 | $14.51M | 0.3% | -0.6% | 0.309% | |
| 4/11/2024 | Executive Wealth Group LLC | 10,803 | $605K | 0.1% | N/A | 0.013% | |
| 4/10/2024 | Park Avenue Securities LLC | 3,473 | $201K | 0.0% | -89.1% | 0.004% | |
| 4/10/2024 | Banque Cantonale Vaudoise | 6,300 | $364K | 0.0% | -10.6% | 0.008% | |
| 4/9/2024 | Mather Group LLC. | 1,052,094 | $57.89M | 0.9% | -0.4% | 1.296% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 35,677 | $1.96M | 0.0% | -5.4% | 0.044% | |
| 3/5/2024 | Fisher Asset Management LLC | 769,333 | $42.33M | 0.0% | -7.6% | 0.947% | |
| 3/4/2024 | Richardson Financial Services Inc. | 22,225 | $1.22M | 1.1% | N/A | 0.027% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 370,038 | $20.36M | 0.0% | -74.8% | 0.456% | |
| 2/29/2024 | Acima Private Wealth LLC | 39,789 | $2.19M | 0.9% | +1.4% | 0.049% | |
| 2/26/2024 | Syon Capital LLC | 40,310 | $2.22M | 0.2% | +460.5% | 0.050% | |
| 2/21/2024 | Garde Capital Inc. | 290,075 | $15.96M | 1.2% | +1.9% | 0.357% | |
| 2/15/2024 | OLD Mission Capital LLC | 197,756 | $10.88M | 0.2% | -32.2% | 0.244% | |
| 2/14/2024 | True Wealth Design LLC | 2,795 | $154K | 0.0% | N/A | 0.003% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 1,984,496 | $109.19M | 0.0% | -16.0% | 2.444% | |
| 2/13/2024 | Karpus Management Inc. | 3,706 | $204K | 0.0% | -95.1% | 0.005% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 96,222 | $5.29M | 0.0% | -5.4% | 0.119% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 1,102 | $61K | 0.0% | N/A | 0.001% | |
| 2/13/2024 | Beacon Bridge Wealth Partners LLC | 8,509 | $468K | 0.2% | N/A | 0.010% | |
| 2/13/2024 | Wellspring Financial Advisors LLC | 3,867 | $213K | 0.0% | N/A | 0.005% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 655 | $36K | 0.0% | N/A | 0.001% | |
| 2/12/2024 | Dorsey & Whitney Trust CO LLC | 73,279 | $4.03M | 0.3% | +2.3% | 0.090% | |
| 2/12/2024 | Fiduciary Trust Co | 96,504 | $5.31M | 0.1% | -9.5% | 0.119% | |
| 2/12/2024 | Stifel Financial Corp | 152,695 | $8.40M | 0.0% | +2.3% | 0.188% | |
| 2/12/2024 | Palisades Hudson Asset Management L.P. | 188,672 | $10.38M | 5.0% | +10.7% | 0.232% | |
| 2/12/2024 | IPG Investment Advisors LLC | 14,186 | $781K | 0.2% | -38.2% | 0.017% | |
| 2/12/2024 | Parallel Advisors LLC | 7,718 | $425K | 0.0% | -4.8% | 0.010% | |
| 2/12/2024 | Heritage Wealth Advisors | 3,203 | $176K | 0.0% | N/A | 0.004% | |
| 2/12/2024 | Hsbc Holdings PLC | 152,612 | $8.40M | 0.0% | -37.2% | 0.188% | |
| 2/9/2024 | Advisory Services Network LLC | 24,455 | $1.35M | 0.0% | -19.0% | 0.030% | |
| 2/9/2024 | US Bancorp DE | 53,883 | $2.97M | 0.0% | -3.2% | 0.066% | |
| 2/9/2024 | Assetmark Inc. | 1,313,619 | $72.28M | 0.3% | -0.6% | 1.618% | |
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| 2/9/2024 | UBS Group AG | 665,570 | $36.62M | 0.0% | -1.0% | 0.820% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 35,677 | $1.96M | 0.0% | -5.4% | 0.044% | |
| 2/8/2024 | TrinityPoint Wealth LLC | 20,634 | $1.14M | 0.2% | +3.9% | 0.025% | |
| 2/8/2024 | AMG National Trust Bank | 70,404 | $3.87M | 0.1% | -0.6% | 0.087% | |
| 2/8/2024 | Ameraudi Asset Management Inc. | 81,670 | $4.49M | 2.0% | -0.9% | 0.101% | |
| 2/8/2024 | Apexium Financial LP | 6,161 | $339K | 0.0% | -3.5% | 0.008% | |
| 2/8/2024 | Barings LLC | 91,496 | $5.03M | 0.2% | +11.2% | 0.113% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 930,874 | $51.22M | 0.2% | -1.6% | 1.146% | |
| 2/8/2024 | Altman Advisors Inc. | 137,018 | $7.54M | 4.0% | N/A | 0.169% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 3,938 | $217K | 0.0% | -10.3% | 0.005% | |
