| 5/17/2024 | First Citizens Asset Management Inc. | 406,600 | $79.33M | 23.0% | +0.1% | 0.818% | |
| 5/17/2024 | National Wealth Management Group LLC | 2,109 | $412K | 0.3% | +25.3% | 0.004% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 1,754 | $342K | 0.0% | N/A | 0.004% | |
| 5/17/2024 | Comerica Bank | 11,388 | $2.22M | 0.0% | +3.0% | 0.023% | |
| 5/17/2024 | Pineridge Advisors LLC | 3,680 | $718K | 0.3% | -37.4% | 0.007% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 1,239 | $242K | 0.0% | N/A | 0.002% | |
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| 5/17/2024 | Creekmur Asset Management LLC | 1,520 | $297K | 0.1% | -39.5% | 0.003% | |
| 5/16/2024 | Jane Street Group LLC | 23,129 | $4.51M | 0.0% | N/A | 0.047% | |
| 5/16/2024 | Sugar Maple Asset Management LLC | 12,168 | $2.37M | 2.3% | N/A | 0.024% | |
| 5/16/2024 | Slagle Financial LLC | 1,026 | $200K | 0.1% | N/A | 0.002% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 10,787 | $2.11M | 0.0% | -68.8% | 0.022% | |
| 5/15/2024 | SVB Wealth LLC | 275,718 | $53.79M | 1.2% | +93.7% | 0.555% | |
| 5/15/2024 | Wick Capital Partners LLC | 4,726 | $922K | 0.9% | N/A | 0.010% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 3,089 | $603K | 0.0% | N/A | 0.006% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 12,405 | $2.42M | 1.2% | N/A | 0.025% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,790 | $1.52M | 0.1% | +296.2% | 0.016% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 30,146 | $5.88M | 3.4% | -5.5% | 0.061% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 3,379 | $659K | 0.2% | +2.2% | 0.007% | |
| 5/13/2024 | Rockport Wealth LLC | 12,479 | $2.44M | 0.9% | N/A | 0.025% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 2,426 | $473K | 0.0% | N/A | 0.005% | |
| 5/10/2024 | Osaic Holdings Inc. | 508,280 | $99.19M | 0.2% | -54.3% | 1.038% | |
| 5/10/2024 | Rodgers & Associates LTD | 2,330 | $455K | 0.1% | -9.2% | 0.005% | |
| 5/10/2024 | TIAA Trust National Association | 5,988,595 | $1.17B | 3.6% | -1.5% | 12.234% | |
| 5/10/2024 | Nwam LLC | 3,462 | $677K | 0.1% | +26.6% | 0.007% | |
| 5/9/2024 | ProVise Management Group LLC | 94,892 | $18.51M | 1.6% | +23.6% | 0.194% | |
| 5/9/2024 | Leo Wealth LLC | 16,168 | $3.16M | 0.3% | -0.6% | 0.033% | |
| 5/9/2024 | Blair William & Co. IL | 6,593 | $1.29M | 0.0% | +5.0% | 0.013% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 310,643 | $60.61M | 0.6% | +186.1% | 0.635% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 20,362 | $3.97M | 0.1% | -0.8% | 0.042% | |
| 5/9/2024 | SageView Advisory Group LLC | 2,532 | $494K | 0.0% | -64.2% | 0.005% | |
| 5/8/2024 | Cozad Asset Management Inc. | 17,730 | $3.46M | 0.4% | +7.0% | 0.036% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 45,285 | $8.84M | 0.5% | +6.0% | 0.093% | |
| 5/8/2024 | Ethos Financial Group LLC | 35,993 | $7.02M | 1.3% | +2,761.1% | 0.074% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 227,212 | $44.33M | 0.4% | +36.9% | 0.464% | |
| 5/8/2024 | US Bancorp DE | 10,529 | $2.05M | 0.0% | +40.3% | 0.022% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 10,369 | $2.00M | 0.6% | -2.7% | 0.021% | |
| 5/8/2024 | QRG Capital Management Inc. | 1,987 | $388K | 0.0% | -7.2% | 0.004% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 36,120 | $7.05M | 0.7% | -6.7% | 0.074% | |
| 5/7/2024 | Atomi Financial Group Inc. | 14,902 | $2.91M | 0.3% | +50.6% | 0.030% | |
| 5/7/2024 | BCGM Wealth Management LLC | 6,809 | $1.33M | 0.5% | -3.6% | 0.014% | |
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| 5/7/2024 | Oppenheimer & Co. Inc. | 2,638 | $515K | 0.0% | -5.1% | 0.005% | |
| 5/7/2024 | PFG Advisors | 1,778 | $347K | 0.0% | +3.5% | 0.004% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 5,759,140 | $1.12B | 4.2% | +14.5% | 11.765% | |
| 5/6/2024 | Advisory Alpha LLC | 15,800 | $3.08M | 0.1% | -16.4% | 0.032% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 57,305 | $11.18M | 0.5% | +0.4% | 0.117% | |
| 5/4/2024 | DAVENPORT & Co LLC | 76,300 | $14.89M | 0.1% | -21.5% | 0.156% | |
| 5/4/2024 | 9258 Wealth Management LLC | 110,814 | $21.62M | 3.4% | +2.1% | 0.226% | |
| 5/4/2024 | Csenge Advisory Group | 6,247 | $1.22M | 0.1% | +4.0% | 0.013% | |
| 5/4/2024 | Richardson Financial Services Inc. | 402 | $78K | 0.1% | +21.8% | 0.001% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,865 | $949K | 0.1% | +73.2% | 0.010% | |
| 5/3/2024 | GSA Capital Partners LLP | 9,994 | $1.95M | 0.2% | -20.7% | 0.020% | |
| 5/2/2024 | Salomon & Ludwin LLC | 336 | $66K | 0.0% | +92.0% | 0.001% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 276,578 | $53.96M | 1.2% | N/A | 0.565% | |
| 5/2/2024 | Financial Counselors Inc. | 8,973 | $1.75M | 0.0% | +26.5% | 0.018% | |
| 5/2/2024 | Vantage Financial Partners LLC | 39,262 | $7.66M | 2.1% | +0.8% | 0.080% | |
| 5/2/2024 | Lincoln National Corp | 24,627 | $4.81M | 0.1% | +52.4% | 0.050% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 252,444 | $48.59M | 2.7% | +6.2% | 0.516% | |
| 5/2/2024 | Life Planning Partners Inc | 1,680 | $328K | 0.3% | +9,782.4% | 0.003% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 3,089 | $603K | 0.0% | -10.9% | 0.006% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 334,297 | $65.22M | 9.6% | +37.7% | 0.683% | |
| 5/1/2024 | Ballast Advisors LLC | 2,893 | $564K | 0.2% | +2.6% | 0.006% | |
| 5/1/2024 | Alta Wealth Advisors LLC | 1,057 | $206K | 0.1% | N/A | 0.002% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 3,059 | $597K | 0.0% | +28.3% | 0.006% | |
| 5/1/2024 | Avior Wealth Management LLC | 23,555 | $4.60M | 0.2% | -12.2% | 0.048% | |
| 5/1/2024 | Mission Wealth Management LP | 2,722 | $531K | 0.0% | +13.0% | 0.006% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 6,883 | $1.34M | 0.0% | +39.0% | 0.014% | |
| 4/30/2024 | Private Advisor Group LLC | 34,271 | $6.69M | 0.0% | +4.2% | 0.070% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 18,686 | $3.65M | 1.0% | +0.7% | 0.038% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 5,088 | $993K | 0.1% | +1.5% | 0.010% | |
| 4/30/2024 | Hartline Investment Corp | 1,388 | $271K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Perigon Wealth Management LLC | 5,827 | $1.14M | 0.0% | +52.9% | 0.012% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,732,610 | $338.03M | 0.6% | +2.8% | 3.540% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 554 | $108K | 0.0% | -12.1% | 0.001% | |
| 4/29/2024 | Aspire Wealth Management Corp | 46,865 | $9.14M | 5.5% | +4.8% | 0.096% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 2,440 | $476K | 0.0% | -15.1% | 0.005% | |
| 4/26/2024 | MONECO Advisors LLC | 23,676 | $4.62M | 0.7% | +147.1% | 0.048% | |
| 4/26/2024 | Meridian Wealth Management LLC | 8,766 | $1.71M | 0.3% | -3.5% | 0.018% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 399,079 | $77.86M | 0.3% | +11.2% | 0.818% | |
| 4/24/2024 | Private Trust Co. NA | 4,263 | $832K | 0.1% | +1.4% | 0.009% | |
| 4/24/2024 | Leavell Investment Management Inc. | 5,012 | $978K | 0.1% | +5.5% | 0.010% | |
| 4/24/2024 | Win Advisors Inc. | 61,840 | $12.07M | 5.3% | -5.5% | 0.127% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 1,058 | $206K | 0.1% | +10.1% | 0.002% | |
| 4/24/2024 | Pegasus Partners Ltd. | 341,876 | $66.70M | 7.1% | +27.1% | 0.701% | |
| 4/24/2024 | Simplicity Wealth LLC | 111,437 | $21.74M | 0.5% | +2.6% | 0.228% | |
| 4/24/2024 | Spire Wealth Management | 13,420 | $2.62M | 0.1% | +6.9% | 0.028% | |
| 4/24/2024 | West Branch Capital LLC | 210 | $41K | 0.0% | -49.9% | 0.000% | |
| 4/23/2024 | Global Retirement Partners LLC | 91,714 | $17.89M | 0.7% | +27.9% | 0.188% | |
| 4/23/2024 | Mason & Associates Inc | 1,127 | $220K | 0.1% | -21.0% | 0.002% | |
| 4/23/2024 | Gradient Investments LLC | 489 | $95K | 0.0% | -10.6% | 0.001% | |
| 4/23/2024 | Fifth Third Bancorp | 5,547 | $1.08M | 0.0% | +7.8% | 0.011% | |
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| 4/23/2024 | McAdam LLC | 61,835 | $12.06M | 0.8% | -4.3% | 0.127% | |
| 4/23/2024 | Summit Trail Advisors LLC | 16,799 | $3.28M | 0.1% | +139.7% | 0.034% | |
| 4/23/2024 | OxenFree Capital LLC | 8,793 | $1.72M | 1.6% | +2.4% | 0.018% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 362,270 | $70.68M | 0.1% | -1.9% | 0.742% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 7,381 | $1.44M | 0.3% | +37.3% | 0.015% | |
| 4/22/2024 | Centennial Wealth Advisory LLC | 24,700 | $4.82M | 2.2% | +23.3% | 0.051% | |
| 4/22/2024 | PFG Investments LLC | 26,417 | $5.15M | 0.3% | N/A | 0.054% | |
| 4/22/2024 | Horst & Graben Wealth Management LLC | 89,598 | $17.48M | 3.6% | -18.0% | 0.184% | |
| 4/22/2024 | Raymond James & Associates | 48,998 | $9.56M | 0.0% | +0.3% | 0.100% | |
| 4/22/2024 | MBL Wealth LLC | 5,000 | $976K | 0.1% | -5.7% | 0.010% | |
