| 5/17/2024 | Citizens Financial Group Inc. RI | 3,868 | $222K | 0.0% | N/A | 0.018% | |
| 5/17/2024 | Comerica Bank | 4,674 | $268K | 0.0% | -5.6% | 0.022% | |
| 5/16/2024 | California State Teachers Retirement System | 3,859,591 | $221.58M | 0.3% | -47.6% | 18.249% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 19,515 | $1.12M | 0.0% | +34.6% | 0.092% | |
| 5/16/2024 | High Falls Advisors Inc | 4,858 | $279K | 0.1% | -6.4% | 0.023% | |
| 5/14/2024 | CreativeOne Wealth LLC | 15,001 | $861K | 0.0% | +197.4% | 0.071% | |
|
| 5/9/2024 | Orion Portfolio Solutions LLC | 22,751 | $1.31M | 0.0% | +4.2% | 0.108% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 24,379 | $1.40M | 0.0% | +31.5% | 0.115% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 15,142 | $869K | 0.0% | -5.9% | 0.072% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,769,853 | $101.61M | 0.4% | -5.2% | 8.368% | |
| 5/6/2024 | Advisory Services Network LLC | 74,294 | $4.27M | 0.1% | -1.8% | 0.351% | |
| 5/4/2024 | Buck Wealth Strategies LLC | 9,090 | $522K | 0.2% | N/A | 0.043% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 97,495 | $5.60M | 0.0% | +6.2% | 0.461% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 14,539 | $835K | 0.1% | +19.6% | 0.069% | |
| 5/1/2024 | Diversify Advisory Services LLC | 38,839 | $2.22M | 0.1% | N/A | 0.184% | |
| 4/30/2024 | Perigon Wealth Management LLC | 17,307 | $994K | 0.0% | +12.2% | 0.082% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 32,947 | $1.89M | 0.0% | +5.0% | 0.156% | |
| 4/26/2024 | RCS Financial Planning LLC | 5,448 | $313K | 0.2% | +3.6% | 0.026% | |
| 4/24/2024 | Simplicity Wealth LLC | 5,209 | $299K | 0.0% | N/A | 0.021% | |
| 4/24/2024 | Spire Wealth Management | 6,719 | $386K | 0.0% | -10.1% | 0.027% | |
| 4/23/2024 | Venturi Wealth Management LLC | 12,643 | $726K | 0.0% | -8.0% | 0.051% | |
| 4/23/2024 | Sugarloaf Wealth Management LLC | 5,757 | $331K | 0.1% | +22.3% | 0.023% | |
| 4/22/2024 | Horst & Graben Wealth Management LLC | 87,352 | $5.02M | 1.0% | +6.6% | 0.350% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 4,752 | $273K | 0.1% | N/A | 0.019% | |
| 4/18/2024 | Claro Advisors LLC | 6,182 | $355K | 0.1% | N/A | 0.025% | |
| 4/16/2024 | Dohj LLC | 14,608 | $839K | 0.2% | +2.5% | 0.059% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 6,439 | $370K | 0.2% | -4.2% | 0.026% | |
| 4/12/2024 | Factory Mutual Insurance Co. | 1,053,908 | $60.51M | 0.7% | -50.4% | 4.224% | |
| 4/12/2024 | Austin Private Wealth LLC | 35,405 | $2.01M | 0.2% | +6.4% | 0.142% | |
| 4/11/2024 | Buttonwood Financial Group LLC | 11,846 | $680K | 0.4% | +30.4% | 0.047% | |
| 4/10/2024 | Park Avenue Securities LLC | 505,712 | $29.03M | 0.4% | -1.4% | 2.027% | |
| 4/10/2024 | Williams Financial LLC | 3,550 | $204K | 0.1% | N/A | 0.014% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 14,494 | $759K | 0.0% | -25.7% | 0.044% | |
| 2/23/2024 | Beacon Financial Group | 8,267 | $433K | 0.1% | +29.0% | 0.025% | |
| 2/14/2024 | Tcwp LLC | 48,682 | $2.55M | 7.2% | +13.9% | 0.147% | |
| 2/14/2024 | MGO One Seven LLC | 48,682 | $2.55M | 0.1% | N/A | 0.147% | |
| 2/14/2024 | Regal Investment Advisors LLC | 25,798 | $1.35M | 0.1% | +13.7% | 0.078% | |
| 2/14/2024 | CFS Investment Advisory Services LLC | 4,819 | $252K | 0.0% | N/A | 0.015% | |
| 2/13/2024 | Morningstar Investment Services LLC | 71,735 | $3.77M | 0.0% | +316.5% | 0.217% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 5,816,634 | $304.44M | 0.1% | +22.9% | 17.573% | |
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| 2/13/2024 | California State Teachers Retirement System | 7,359,591 | $385.20M | 0.5% | -32.2% | 22.234% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 60,812 | $3.18M | 0.0% | +31.0% | 0.184% | |
| 2/9/2024 | Advisory Services Network LLC | 75,653 | $3.96M | 0.1% | +3.9% | 0.229% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 21,824 | $1.14M | 0.0% | +29.7% | 0.066% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 2,690 | $141K | 0.0% | +10.2% | 0.008% | |
| 2/9/2024 | Assetmark Inc. | 90,679 | $4.75M | 0.0% | +27.7% | 0.274% | |
| 2/9/2024 | CreativeOne Wealth LLC | 5,044 | $264K | 0.0% | +9.8% | 0.015% | |
| 2/8/2024 | SigFig Wealth Management LLC | 50,917 | $2.67M | 0.1% | +24.1% | 0.154% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 91,781 | $4.80M | 0.0% | +54.3% | 0.277% | |
| 2/8/2024 | RCS Financial Planning LLC | 5,259 | $275K | 0.2% | +17.2% | 0.016% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 18,541 | $970K | 0.0% | +20.8% | 0.056% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 1,866,249 | $97.68M | 0.4% | +24.6% | 5.638% | |
| 2/7/2024 | JFS Wealth Advisors LLC | 4,802 | $251K | 0.0% | N/A | 0.015% | |
| 2/7/2024 | Principal Securities Inc. | 711 | $37K | 0.0% | N/A | 0.002% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 12,161 | $637K | 0.0% | +373.0% | 0.037% | |
| 2/6/2024 | Apollon Wealth Management LLC | 8,188 | $429K | 0.0% | N/A | 0.025% | |
| 2/6/2024 | Spire Wealth Management | 7,473 | $397K | 0.0% | +86.5% | 0.023% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 3,842 | $201K | 0.0% | N/A | 0.012% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 6,860 | $359K | 0.0% | +30.8% | 0.021% | |
| 2/6/2024 | First Horizon Advisors Inc. | 14,207 | $744K | 0.0% | +13.5% | 0.043% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 6,854 | $359K | 0.0% | +23.8% | 0.021% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 6,994 | $366K | 0.0% | +12.4% | 0.021% | |
| 2/2/2024 | Dohj LLC | 14,254 | $746K | 0.2% | N/A | 0.043% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 157,616 | $8.25M | 0.1% | +31.3% | 0.476% | |
| 2/1/2024 | CWM LLC | 747,806 | $39.14M | 0.2% | +5.8% | 2.259% | |
| 1/31/2024 | Oliver Lagore Vanvalin Investment Group | 2,314 | $121K | 0.0% | +29.4% | 0.007% | |
| 1/31/2024 | Goodwin Investment Advisory | 12,182 | $638K | 0.3% | -28.9% | 0.037% | |
| 1/30/2024 | Wealth Alliance | 39,564 | $2.07M | 0.3% | +13.4% | 0.120% | |
| 1/30/2024 | SVB Wealth LLC | 5,091 | $266K | 0.0% | -15.5% | 0.015% | |
| 1/30/2024 | Capital Analysts LLC | 5,099 | $267K | 0.0% | +22.8% | 0.015% | |
| 1/30/2024 | Hoxton Planning & Management LLC | 6,723 | $352K | 0.2% | +25.6% | 0.020% | |
| 1/29/2024 | Horst & Graben Wealth Management LLC | 81,937 | $4.29M | 0.9% | +41.4% | 0.248% | |
| 1/29/2024 | ORG Partners LLC | 1,535 | $80K | 0.0% | +53.0% | 0.005% | |
| 1/29/2024 | Keystone Financial Services | 20,660 | $1.08M | 0.5% | +35.7% | 0.062% | |
| 1/29/2024 | Perigon Wealth Management LLC | 15,424 | $807K | 0.0% | +120.5% | 0.047% | |
| 1/26/2024 | Cerity Partners LLC | 46,028 | $2.41M | 0.0% | +281.7% | 0.139% | |
| 1/25/2024 | MA Private Wealth | 30,117 | $1.58M | 0.3% | +371.4% | 0.091% | |
| 1/25/2024 | Strategic Blueprint LLC | 21,444 | $1.12M | 0.1% | +30.1% | 0.065% | |
| 1/25/2024 | One Wealth Management Investment & Advisory Services LLC | 21,243 | $1.11M | 0.5% | N/A | 0.064% | |
| 1/25/2024 | Centurion Wealth Management LLC | 7,727 | $404K | 0.2% | N/A | 0.023% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 20,635 | $1.08M | 0.1% | +44.4% | 0.062% | |
| 1/23/2024 | Venturi Wealth Management LLC | 13,745 | $719K | 0.1% | +38.2% | 0.042% | |
| 1/22/2024 | JB Capital LLC | 6,221 | $326K | 0.0% | +26.7% | 0.019% | |
| 1/19/2024 | AdvisorNet Financial Inc | 2,340 | $122K | 0.0% | +18.4% | 0.007% | |
| 1/19/2024 | Patriot Financial Group Insurance Agency LLC | 13,356 | $699K | 0.1% | +52.3% | 0.040% | |
| 1/19/2024 | Sharkey Howes & Javer | 80,758 | $4.23M | 0.7% | +28.3% | 0.244% | |
| 1/18/2024 | Austin Private Wealth LLC | 33,272 | $1.74M | 0.2% | +31.3% | 0.101% | |
| 1/18/2024 | Spectrum Planning & Advisory Services Inc. | 8,347 | $437K | 0.6% | +69.8% | 0.025% | |
| 1/18/2024 | West Wealth Group LLC | 14,533 | $761K | 0.3% | +16.4% | 0.044% | |
| 1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 8,680 | $454K | 0.1% | N/A | 0.026% | |
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| 1/16/2024 | CoreCap Advisors LLC | 7,790 | $408K | 0.0% | -4.5% | 0.024% | |
| 1/16/2024 | Wealthsource Partners LLC | 69,232 | $3.62M | 0.2% | +17.9% | 0.209% | |
| 1/12/2024 | Mutual Advisors LLC | 9,691 | $507K | 0.0% | N/A | 0.029% | |
| 1/12/2024 | My Legacy Advisors LLC | 4,841 | $254K | 0.1% | N/A | 0.015% | |
| 1/12/2024 | Insight Wealth Strategies LLC | 5,058 | $265K | 0.0% | +18.1% | 0.015% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 5,663 | $296K | 0.0% | +88.0% | 0.017% | |
| 1/10/2024 | Dfpg Investments LLC | 38,659 | $1.99M | 0.2% | +0.6% | 0.117% | |
| 1/9/2024 | Capital Asset Advisory Services LLC | 3,842 | $201K | 0.0% | N/A | 0.012% | |
| 1/9/2024 | WBH Advisory Inc. | 9,188 | $481K | 0.1% | N/A | 0.028% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 19,515 | $923K | 0.0% | +154.5% | 0.059% | |
