| 5/10/2024 | Nwam LLC | 22,309 | $1.07M | 0.1% | -4.9% | 0.006% | |
| 5/9/2024 | Barden Capital Management Inc. | 32,505 | $1.60M | 1.5% | -54.6% | 0.009% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 19,477 | $959K | 0.1% | -7.6% | 0.006% | |
| 5/9/2024 | ProVise Management Group LLC | 109,961 | $5.41M | 0.5% | -13.2% | 0.032% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 39,227 | $1.93M | 0.0% | +10.3% | 0.011% | |
| 5/9/2024 | Blair William & Co. IL | 45,330 | $2.23M | 0.0% | -7.4% | 0.013% | |
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| 5/9/2024 | HBK Sorce Advisory LLC | 54,433 | $2.68M | 0.1% | +6.2% | 0.016% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 18,040 | $888K | 0.0% | -3.2% | 0.005% | |
| 5/9/2024 | Condor Capital Management | 11,242 | $554K | 0.1% | -49.5% | 0.003% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 260,146 | $12.81M | 1.4% | +1.6% | 0.075% | |
| 5/9/2024 | SageView Advisory Group LLC | 32,930 | $1.62M | 0.1% | +399.4% | 0.009% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 76,381,367 | $3.76B | 5.2% | +2.3% | 21.949% | |
| 5/9/2024 | Souders Financial Advisors | 209,225 | $10.30M | 1.6% | +3.0% | 0.060% | |
| 5/9/2024 | Texas Yale Capital Corp. | 110,381 | $5.44M | 0.2% | +3.1% | 0.032% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 28,004 | $1.38M | 0.3% | +6.3% | 0.008% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 105,689 | $5.20M | 0.5% | +23.4% | 0.030% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 27,095 | $1.33M | 0.3% | -20.6% | 0.008% | |
| 5/8/2024 | Cozad Asset Management Inc. | 19,004 | $936K | 0.1% | -5.0% | 0.005% | |
| 5/8/2024 | Bell Investment Advisors Inc | 132,517 | $6.53M | 1.3% | -4.0% | 0.038% | |
| 5/8/2024 | Sheets Smith Wealth Management | 24,272 | $1.20M | 0.1% | -76.0% | 0.007% | |
| 5/8/2024 | Bleakley Financial Group LLC | 145,040 | $7.14M | 0.2% | +2.7% | 0.042% | |
| 5/8/2024 | Heritage Wealth Advisors | 12,900 | $673K | 0.0% | +12,424.3% | 0.004% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 51,346 | $2.53M | 0.0% | -8.2% | 0.015% | |
| 5/8/2024 | US Bancorp DE | 229,687 | $11.31M | 0.0% | -4.4% | 0.066% | |
| 5/8/2024 | Addison Capital Co | 9,365 | $461K | 0.2% | N/A | 0.003% | |
| 5/8/2024 | QRG Capital Management Inc. | 4,461 | $220K | 0.0% | -13.3% | 0.001% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 57,225 | $2.82M | 0.3% | +2.0% | 0.016% | |
| 5/7/2024 | Meeder Asset Management Inc. | 9,841 | $485K | 0.0% | +3.0% | 0.003% | |
| 5/7/2024 | NorthRock Partners LLC | 12,547 | $618K | 0.1% | -20.9% | 0.004% | |
| 5/7/2024 | Sei Investments Co. | 7,373,640 | $363.08M | 0.5% | -6.6% | 2.119% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 7,569 | $373K | 0.1% | +4.0% | 0.002% | |
| 5/7/2024 | Chilton Capital Management LLC | 103,385 | $5.09M | 0.2% | +25.0% | 0.030% | |
| 5/7/2024 | Atomi Financial Group Inc. | 71,522 | $3.52M | 0.3% | +189.3% | 0.021% | |
| 5/7/2024 | Montag A & Associates Inc. | 1,000 | $49K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 6,123 | $301K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Facet Wealth Inc. | 12,517 | $601K | 0.0% | +6.4% | 0.004% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 25,341 | $1.25M | 0.9% | -8.9% | 0.007% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 5,035 | $248K | 0.0% | -32.8% | 0.001% | |
| 5/7/2024 | PFG Advisors | 24,208 | $1.19M | 0.1% | +9.0% | 0.007% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 204,636 | $10.08M | 0.3% | -1.8% | 0.059% | |
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| 5/7/2024 | Wealthspire Advisors LLC | 145,782 | $7.18M | 0.1% | -4.4% | 0.042% | |
| 5/7/2024 | Marquette Asset Management LLC | 129,715 | $6.39M | 1.1% | -0.2% | 0.037% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,575 | $373K | 0.0% | -42.7% | 0.002% | |
| 5/6/2024 | SYM FINANCIAL Corp | 1,850 | $91K | 0.0% | -67.8% | 0.001% | |
| 5/6/2024 | Gill Capital Partners LLC | 122,322 | $5.63M | 2.3% | +1.9% | 0.035% | |
| 5/6/2024 | Kades & Cheifetz LLC | 18,712 | $921K | 0.6% | +6.2% | 0.005% | |
| 5/6/2024 | Advisory Alpha LLC | 2,022,618 | $99.60M | 4.1% | -3.6% | 0.581% | |
| 5/4/2024 | PrairieView Partners LLC | 84,576 | $4.17M | 0.5% | -2.8% | 0.024% | |
| 5/4/2024 | Vista Capital Partners Inc. | 9,018 | $444K | 0.1% | -42.2% | 0.003% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 106,219 | $5.23M | 0.2% | +2,150.9% | 0.031% | |
| 5/4/2024 | Essex LLC | 194,250 | $9.57M | 2.2% | +4.0% | 0.056% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 34,009 | $1.68M | 0.5% | -5.0% | 0.010% | |
| 5/4/2024 | Csenge Advisory Group | 35,610 | $1.75M | 0.1% | +12.0% | 0.010% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 51,173 | $2.52M | 1.3% | +0.6% | 0.015% | |
| 5/3/2024 | Embree Financial Group | 77,995 | $3.84M | 0.8% | +0.3% | 0.022% | |
| 5/3/2024 | Smithbridge Asset Management Inc. DE | 58,153 | $2.86M | 0.6% | +0.5% | 0.017% | |
| 5/3/2024 | Larson Financial Group LLC | 55,881 | $2.75M | 0.2% | -11.2% | 0.016% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,182 | $206K | 0.0% | N/A | 0.001% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 12,060 | $594K | 0.0% | -7.2% | 0.003% | |
| 5/3/2024 | Lutz Financial Services LLC | 176,126 | $8.67M | 0.8% | -0.3% | 0.051% | |
| 5/3/2024 | Nicollet Investment Management Inc. | 22,751 | $1.12M | 0.4% | -17.6% | 0.007% | |
| 5/3/2024 | Meridian Management Co. | 319,811 | $15.75M | 4.3% | -1.3% | 0.092% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 157,809 | $7.77M | 0.2% | -1.4% | 0.045% | |
| 5/3/2024 | Whittier Trust Co. | 155,123 | $7.64M | 0.1% | -7.5% | 0.045% | |
| 5/2/2024 | Salomon & Ludwin LLC | 6,473 | $319K | 0.0% | +287.1% | 0.002% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 61,792 | $3.04M | 0.1% | -59.5% | 0.018% | |
| 5/2/2024 | Financial Counselors Inc. | 161,377 | $7.95M | 0.1% | -1.2% | 0.046% | |
| 5/2/2024 | Summit Financial Wealth Advisors LLC | 4,732 | $233K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 92,977 | $4.58M | 0.2% | +1.1% | 0.027% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 21,941 | $1.08M | 0.2% | -89.5% | 0.006% | |
| 5/2/2024 | St. Louis Trust Co | 154,991 | $7.63M | 1.2% | -2.2% | 0.045% | |
| 5/2/2024 | Alliance Wealth Management Group | 213,716 | $10.52M | 3.0% | -4.9% | 0.061% | |
| 5/2/2024 | Choreo LLC | 11,157 | $549K | 0.0% | +33.7% | 0.003% | |
| 5/2/2024 | Family Firm Inc. | 54,512 | $2.68M | 0.6% | -4.4% | 0.016% | |
| 5/2/2024 | Palisade Asset Management LLC | 3,322 | $164K | 0.0% | -76.8% | 0.001% | |
| 5/1/2024 | Paces Ferry Wealth Advisors LLC | 63,415 | $3.12M | 2.0% | -33.1% | 0.018% | |
| 5/1/2024 | Stone Point Wealth LLC | 8,053 | $397K | 0.1% | +21.5% | 0.002% | |
| 5/1/2024 | StoneX Group Inc. | 15,198 | $748K | 0.1% | -12.8% | 0.004% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 37,380 | $1.84M | 0.0% | -37.8% | 0.011% | |
| 5/1/2024 | Ballast Advisors LLC | 87,465 | $4.31M | 1.5% | +7.3% | 0.025% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 1,751 | $86K | 0.0% | -49.8% | 0.001% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 108,772 | $5.36M | 0.7% | -10.5% | 0.031% | |
| 5/1/2024 | Mission Wealth Management LP | 81,444 | $4.01M | 0.1% | +6.8% | 0.023% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 10,382 | $511K | 0.1% | -9.3% | 0.003% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 9,749 | $480K | 0.0% | -3.4% | 0.003% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 220,028 | $10.83M | 0.1% | -4.0% | 0.063% | |
| 4/30/2024 | Private Advisor Group LLC | 73,690 | $3.63M | 0.0% | +4.6% | 0.021% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 12,557 | $618K | 0.0% | +77.0% | 0.004% | |
| 4/30/2024 | Curtis Advisory Group LLC | 8,710 | $429K | 0.2% | +27.0% | 0.003% | |
| 4/30/2024 | TFC Financial Management Inc. | 1,255 | $62K | 0.0% | +2,181.8% | 0.000% | |
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| 4/30/2024 | SWS Partners | 38,944 | $1.92M | 0.6% | +25.6% | 0.011% | |
| 4/30/2024 | LifePlan Financial LLC | 14,473 | $713K | 0.7% | +2.7% | 0.004% | |
| 4/30/2024 | HB Wealth Management LLC | 144,688 | $7.12M | 0.1% | -0.9% | 0.042% | |
| 4/30/2024 | Outfitter Financial LLC | 66,588 | $3.28M | 2.7% | +2.6% | 0.019% | |
| 4/30/2024 | Summit Place Financial Advisors LLC | 27,120 | $1.34M | 0.8% | -15.8% | 0.008% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 140,455 | $6.92M | 2.7% | +2.6% | 0.040% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 32,178 | $1.58M | 0.3% | -1.0% | 0.009% | |
| 4/30/2024 | JMG Financial Group Ltd. | 22,854 | $1.13M | 0.0% | -2.5% | 0.007% | |
| 4/30/2024 | Delta Financial Group Inc. | 6,130 | $302K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 20,371 | $1.00M | 0.2% | -2.4% | 0.006% | |
