| 5/11/2024 | Jacobi Capital Management LLC | 700 | $201K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 352,972 | $101.17M | 0.2% | -54.6% | 0.531% | |
| 5/10/2024 | Rodgers & Associates LTD | 2,019 | $579K | 0.1% | -5.8% | 0.003% | |
| 5/10/2024 | TIAA Trust National Association | 1,583 | $454K | 0.0% | -11.9% | 0.002% | |
| 5/10/2024 | Vanguard Group Inc. | 8,008 | $2.30M | 0.0% | +18.8% | 0.012% | |
| 5/10/2024 | Spirepoint Private Client LLC | 8,128 | $2.33M | 0.4% | N/A | 0.012% | |
|
| 5/10/2024 | Nicolet Advisory Services LLC | 4,320 | $1.23M | 0.1% | -14.8% | 0.006% | |
| 5/10/2024 | Nwam LLC | 7,659 | $2.19M | 0.2% | -1.1% | 0.012% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 167,562 | $46.00M | 8.4% | +22.5% | 0.252% | |
| 5/9/2024 | RFP Financial Group LLC | 634 | $182K | 0.1% | N/A | 0.001% | |
| 5/9/2024 | ProVise Management Group LLC | 1,665 | $477K | 0.0% | -9.8% | 0.003% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 4,076 | $1.17M | 0.0% | +16.9% | 0.006% | |
| 5/9/2024 | Blair William & Co. IL | 29,458 | $8.44M | 0.0% | +6.6% | 0.044% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 788 | $226K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 28,682 | $8.22M | 0.2% | -17.7% | 0.043% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 1,483 | $425K | 0.2% | +3.5% | 0.002% | |
| 5/9/2024 | Angeles Wealth Management LLC | 420,090 | $120.40M | 12.0% | +20.7% | 0.632% | |
| 5/9/2024 | BHK Investment Advisors LLC | 100,052 | $28.68M | 11.0% | +23.9% | 0.150% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 2,557 | $733K | 0.1% | -44.8% | 0.004% | |
| 5/8/2024 | Ethos Financial Group LLC | 15,453 | $4.43M | 0.8% | +6.6% | 0.023% | |
| 5/8/2024 | Focused Wealth Management Inc | 37,353 | $10.71M | 1.6% | -3.0% | 0.056% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 12,018 | $3.45M | 0.0% | +10.5% | 0.018% | |
| 5/8/2024 | US Bancorp DE | 49,118 | $14.08M | 0.0% | -3.6% | 0.074% | |
| 5/8/2024 | Russell Investments Group Ltd. | 1,860 | $533K | 0.0% | N/A | 0.003% | |
| 5/8/2024 | Headlands Technologies LLC | 577 | $165K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Choate Investment Advisors | 2,198 | $630K | 0.0% | N/A | 0.003% | |
| 5/7/2024 | American Planning Services Inc. | 1,364 | $391K | 0.3% | -8.2% | 0.002% | |
| 5/7/2024 | WNY Asset Management LLC | 24,309 | $6.97M | 1.1% | +3.7% | 0.037% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 3,341 | $958K | 0.2% | -2.1% | 0.005% | |
| 5/7/2024 | Bey Douglas LLC | 1,539 | $441K | 0.4% | N/A | 0.002% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 32,955 | $9.45M | 0.4% | +5.2% | 0.050% | |
| 5/7/2024 | Atomi Financial Group Inc. | 1,687 | $484K | 0.0% | -11.5% | 0.003% | |
| 5/7/2024 | Horizon Investment Services LLC | 11,538 | $3.31M | 1.6% | -0.7% | 0.017% | |
| 5/7/2024 | 49 Wealth Management LLC | 1,003 | $287K | 0.1% | -16.1% | 0.002% | |
| 5/7/2024 | Facet Wealth Inc. | 248,001 | $70.80M | 2.4% | N/A | 0.373% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 127,245 | $36.47M | 10.1% | +2.1% | 0.191% | |
| 5/7/2024 | Hansen & Associates Financial Group Inc. | 3,324 | $890K | 0.5% | -27.0% | 0.005% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 1,015 | $291K | 0.0% | +13.7% | 0.002% | |
| 5/7/2024 | PFG Advisors | 1,435 | $411K | 0.0% | +34.7% | 0.002% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 26,321 | $7.54M | 0.2% | -2.8% | 0.040% | |
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| 5/7/2024 | Wealthspire Advisors LLC | 4,141 | $1.19M | 0.0% | +242.5% | 0.006% | |
| 5/7/2024 | Insight Advisors LLC PA | 3,461 | $992K | 0.2% | +2.7% | 0.005% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 44,014 | $12.62M | 0.0% | +2.5% | 0.066% | |
| 5/6/2024 | Advisory Alpha LLC | 1,405 | $403K | 0.0% | +4.7% | 0.002% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 31,241 | $8.95M | 2.3% | +46.6% | 0.047% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 714 | $205K | 0.0% | +13.2% | 0.001% | |
| 5/4/2024 | 9258 Wealth Management LLC | 20,331 | $5.83M | 0.9% | +0.4% | 0.031% | |
| 5/4/2024 | Csenge Advisory Group | 4,532 | $1.30M | 0.1% | +8.4% | 0.007% | |
| 5/4/2024 | Glassman Wealth Services | 159 | $46K | 0.0% | -18.9% | 0.000% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,584 | $454K | 0.3% | +3.8% | 0.002% | |
| 5/3/2024 | Embree Financial Group | 1,978 | $567K | 0.1% | -17.9% | 0.003% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 21,055 | $6.04M | 0.3% | -29.7% | 0.032% | |
| 5/3/2024 | TFB Advisors LLC | 46,086 | $12.57M | 4.5% | +3.3% | 0.069% | |
| 5/3/2024 | WealthTrust Asset Management LLC | 1,984 | $569K | 0.4% | N/A | 0.003% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,704 | $3.35M | 0.4% | +23.0% | 0.018% | |
| 5/3/2024 | Etfidea LLC | 7,686 | $2.20M | 0.8% | +21.0% | 0.012% | |
| 5/3/2024 | GSA Capital Partners LLP | 6,800 | $1.95M | 0.2% | -5.6% | 0.010% | |
| 5/3/2024 | Liberty Wealth Management LLC | 3,838 | $1.10M | 0.2% | -45.4% | 0.006% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 9,350 | $2.69M | 1.0% | -1.6% | 0.014% | |
| 5/2/2024 | New England Capital Financial Advisors LLC | 148 | $42K | 0.0% | +68.2% | 0.000% | |
| 5/2/2024 | Mathes Company Inc. | 15,790 | $4.53M | 1.7% | +0.3% | 0.024% | |
| 5/2/2024 | Quent Capital LLC | 3,153 | $904K | 0.1% | +13.9% | 0.005% | |
| 5/2/2024 | Lincoln National Corp | 925,763 | $265.33M | 4.1% | -1.8% | 1.392% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 1,938 | $555K | 0.1% | -36.2% | 0.003% | |
| 5/2/2024 | Crown Wealth Group LLC | 4,248 | $1.22M | 0.6% | +142.6% | 0.006% | |
| 5/2/2024 | Hollencrest Capital Management | 4,317 | $1.24M | 0.1% | -31.7% | 0.006% | |
| 5/2/2024 | Palisade Asset Management LLC | 621 | $178K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 15,200 | $4.36M | 0.2% | +1.3% | 0.023% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 125,811 | $36.06M | 0.1% | +0.2% | 0.189% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 36,100 | $10.35M | 0.0% | -5.2% | 0.054% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 2,422 | $694K | 0.0% | +9.7% | 0.004% | |
| 5/1/2024 | Avior Wealth Management LLC | 77,784 | $22.29M | 1.0% | -2.8% | 0.117% | |
| 5/1/2024 | Diversify Advisory Services LLC | 3,576 | $1.03M | 0.1% | N/A | 0.005% | |
| 4/30/2024 | Private Advisor Group LLC | 22,465 | $6.44M | 0.0% | +7.6% | 0.034% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 9,400 | $2.69M | 0.7% | -7.1% | 0.014% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 14,258 | $4.09M | 0.2% | +2.7% | 0.021% | |
| 4/30/2024 | Hartline Investment Corp | 2,009 | $576K | 0.1% | -30.0% | 0.003% | |
| 4/30/2024 | Fortis Group Advisors LLC | 42,917 | $12.30M | 2.3% | N/A | 0.065% | |
| 4/30/2024 | LifePlan Financial LLC | 5,436 | $1.56M | 1.4% | -8.1% | 0.008% | |
| 4/30/2024 | HB Wealth Management LLC | 65,478 | $18.77M | 0.2% | +19.6% | 0.098% | |
| 4/30/2024 | Concord Wealth Partners | 537 | $154K | 0.0% | -9.4% | 0.001% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 1,189 | $341K | 0.2% | +9.6% | 0.002% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 72,000 | $20.64M | 0.0% | N/A | 0.108% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 257,769 | $73.88M | 0.1% | +0.9% | 0.388% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 2,213 | $634K | 0.1% | N/A | 0.003% | |
| 4/29/2024 | Silicon Valley Capital Partners | 10,176 | $2.92M | 0.4% | -5.8% | 0.015% | |
| 4/29/2024 | RWA Wealth Partners LLC | 4,860 | $1.39M | 0.0% | +266.8% | 0.007% | |
| 4/29/2024 | Kensington Asset Management LLC | 461,700 | $132.33M | 6.6% | +4.5% | 0.694% | |
| 4/27/2024 | Vigilare Wealth Management | 1,945 | $557K | 0.3% | N/A | 0.003% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 1,156 | $331K | 0.2% | -4.1% | 0.002% | |
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| 4/26/2024 | LifeSteps Financial Inc. | 3,883 | $1.11M | 0.8% | -7.9% | 0.006% | |
| 4/26/2024 | Trevian Wealth Management LLC | 1,001 | $287K | 0.2% | +9.3% | 0.002% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 2,869 | $822K | 0.2% | -7.1% | 0.004% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 100 | $29K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Carr Financial Group Corp | 4,812 | $1.38M | 0.5% | -21.6% | 0.007% | |
| 4/26/2024 | Petredis Investment Advisors LLC | 209,560 | $60.06M | 7.2% | +2.5% | 0.315% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 28,657 | $8.21M | 0.6% | -0.2% | 0.043% | |
| 4/25/2024 | Carmel Capital Partners LLC | 717 | $205K | 0.1% | N/A | 0.001% | |
| 4/25/2024 | Fielder Capital Group LLC | 731 | $210K | 0.1% | N/A | 0.001% | |
| 4/25/2024 | Simplex Trading LLC | 2,911 | $834K | 0.0% | -103.3% | 0.004% | |
