| 5/15/2024 | Fairview Capital Investment Management LLC | 109,975 | $2.23M | 0.1% | -0.5% | 0.035% | |
| 5/14/2024 | EP Wealth Advisors LLC | 7,177 | $146K | 0.0% | N/A | 0.002% | |
| 5/14/2024 | Sculati Wealth Management LLC | 37,811 | $768K | 0.3% | -9.2% | 0.012% | |
| 5/14/2024 | Natixis | 24,622 | $499K | 0.0% | +6.2% | 0.008% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 696,910 | $14.15M | 0.7% | -2.5% | 0.220% | |
| 5/10/2024 | Nwam LLC | 19,818 | $399K | 0.0% | +26.6% | 0.006% | |
|
| 5/9/2024 | Forum Financial Management LP | 185,661 | $3.77M | 0.1% | N/A | 0.059% | |
| 5/9/2024 | Trillium Asset Management LLC | 70,556 | $1.43M | 0.0% | +12.0% | 0.022% | |
| 5/9/2024 | Blair William & Co. IL | 10,871 | $221K | 0.0% | +16.2% | 0.003% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 31,142 | $632K | 0.0% | -2.4% | 0.010% | |
| 5/9/2024 | SageView Advisory Group LLC | 56,123 | $1.14M | 0.1% | N/A | 0.018% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 53,860,915 | $1.09B | 1.5% | +2.8% | 16.975% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 74,068 | $1.50M | 0.0% | -7.7% | 0.023% | |
| 5/8/2024 | US Bancorp DE | 26,073,111 | $529.29M | 0.7% | +4.0% | 8.217% | |
| 5/8/2024 | Watershed Private Wealth LLC | 43,777 | $889K | 0.4% | -13.4% | 0.014% | |
| 5/7/2024 | PFG Advisors | 12,504 | $254K | 0.0% | +15.4% | 0.004% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 236,815 | $4.81M | 0.1% | -1.9% | 0.075% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,356,836 | $129.04M | 0.5% | +5.0% | 2.003% | |
| 5/6/2024 | Kades & Cheifetz LLC | 40,388 | $820K | 0.5% | +4.0% | 0.013% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 331,094 | $6.72M | 1.5% | +3.7% | 0.104% | |
| 5/4/2024 | Vista Capital Partners Inc. | 192,038 | $3.90M | 0.5% | -2.8% | 0.061% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 101,058 | $2.05M | 0.1% | -4.2% | 0.032% | |
| 5/3/2024 | Embree Financial Group | 22,109 | $449K | 0.1% | -17.8% | 0.007% | |
| 5/3/2024 | Lutz Financial Services LLC | 21,700 | $441K | 0.0% | -4.7% | 0.007% | |
| 5/3/2024 | GSA Capital Partners LLP | 96,402 | $1.96M | 0.2% | N/A | 0.030% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 10,775 | $219K | 0.0% | N/A | 0.003% | |
| 5/2/2024 | Clear Investment Research LLC | 8,783 | $178K | 0.2% | -13.9% | 0.003% | |
| 5/2/2024 | Choreo LLC | 78,549 | $1.60M | 0.0% | +8.3% | 0.025% | |
| 5/2/2024 | REDW Wealth LLC | 70,947 | $1.44M | 0.4% | -9.3% | 0.022% | |
| 5/1/2024 | Wakefield Asset Management LLLP | 28,726 | $583K | 0.2% | +4.0% | 0.009% | |
| 5/1/2024 | BNP Paribas Financial Markets | 670,498 | $13.61M | 0.0% | -12.6% | 0.209% | |
| 5/1/2024 | Ballast Advisors LLC | 92,039 | $1.87M | 0.6% | +11.9% | 0.029% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 7,819 | $159K | 0.0% | +15.9% | 0.002% | |
| 5/1/2024 | Avior Wealth Management LLC | 255,389 | $5.18M | 0.2% | +11.1% | 0.080% | |
| 5/1/2024 | Retirement Group LLC | 36,062 | $732K | 0.3% | -19.5% | 0.011% | |
| 5/1/2024 | Mission Wealth Management LP | 44,696 | $907K | 0.0% | +2.1% | 0.014% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 10,968 | $223K | 0.0% | -11.3% | 0.003% | |
| 4/30/2024 | Private Advisor Group LLC | 51,054 | $1.04M | 0.0% | -28.2% | 0.016% | |
| 4/30/2024 | Curtis Advisory Group LLC | 57,458 | $1.17M | 0.5% | -10.7% | 0.018% | |
| 4/30/2024 | SWS Partners | 130,841 | $2.66M | 0.8% | +5.8% | 0.041% | |
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| 4/30/2024 | Valued Wealth Advisors LLC | 17,951 | $364K | 0.3% | -78.4% | 0.006% | |
| 4/30/2024 | JMG Financial Group Ltd. | 129,367 | $2.63M | 0.1% | +8.6% | 0.040% | |
| 4/30/2024 | Perigon Wealth Management LLC | 120,975 | $2.46M | 0.1% | +5.9% | 0.038% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 45,549 | $925K | 0.0% | -2.8% | 0.014% | |
| 4/29/2024 | Benjamin Edwards Inc. | 7,637 | $155K | 0.0% | -14.8% | 0.002% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 840,555 | $17.06M | 0.3% | -3.9% | 0.262% | |
| 4/29/2024 | Brio Consultants LLC | 103,953 | $2.11M | 0.4% | -1.1% | 0.032% | |
| 4/27/2024 | Guardian Financial Partners LLC | 65,368 | $1.33M | 0.9% | +15.2% | 0.020% | |
| 4/27/2024 | Millburn Ridgefield Corp | 73,358 | $1.49M | 0.0% | +1.8% | 0.023% | |
| 4/27/2024 | Fonville Wealth Management LLC | 20,608 | $418K | 0.2% | +10.2% | 0.006% | |
| 4/26/2024 | LifeSteps Financial Inc. | 3,593 | $73K | 0.1% | N/A | 0.001% | |
| 4/25/2024 | Glassy Mountain Advisors Inc. | 99,092 | $2.01M | 0.8% | +4.5% | 0.031% | |
| 4/25/2024 | Armor Investment Advisors LLC | 11,153 | $226K | 0.1% | -9.8% | 0.003% | |
| 4/24/2024 | Krilogy Financial LLC | 345,254 | $7.01M | 0.5% | +0.8% | 0.108% | |
| 4/24/2024 | Landmark Wealth Management LLC | 81,505 | $1.66M | 0.8% | +1.6% | 0.025% | |
| 4/24/2024 | Spire Wealth Management | 4,147 | $84K | 0.0% | +36.5% | 0.001% | |
| 4/23/2024 | Global Retirement Partners LLC | 11,282 | $229K | 0.0% | -6.0% | 0.004% | |
| 4/23/2024 | Rational Advisors LLC | 2,081,886 | $42.26M | 3.9% | N/A | 0.649% | |
| 4/23/2024 | Gradient Investments LLC | 1,276 | $26K | 0.0% | +63,700.0% | 0.000% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 226,004 | $4.59M | 0.0% | +415.2% | 0.070% | |
| 4/22/2024 | Strategic Financial Planning Inc. | 391,741 | $7.95M | 6.0% | +4.5% | 0.122% | |
| 4/19/2024 | ZRC Wealth Management LLC | 164,062 | $3.33M | 1.7% | +34.9% | 0.051% | |
| 4/19/2024 | Wealth Management Resources Inc. | 366,796 | $7.45M | 3.2% | +3.3% | 0.114% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 54,584 | $1.11M | 0.5% | +3.4% | 0.017% | |
| 4/19/2024 | IVC Wealth Advisors LLC | 17,193 | $349K | 0.2% | +27.9% | 0.005% | |
| 4/19/2024 | State of Alaska Department of Revenue | 74,199 | $1.51M | 0.0% | +236.5% | 0.023% | |
| 4/19/2024 | Yoder Wealth Management Inc. | 20,360 | $413K | 0.3% | -39.5% | 0.006% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 42,667 | $866K | 0.0% | +10.5% | 0.013% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 66,767 | $1.36M | 0.2% | +7.6% | 0.021% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 149,810 | $3.04M | 0.1% | +3.6% | 0.047% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 49,130 | $997K | 0.2% | +28.8% | 0.015% | |
| 4/18/2024 | Omega Financial Group LLC | 277,435 | $5.63M | 2.3% | +3.0% | 0.086% | |
| 4/17/2024 | Fiduciary Alliance LLC | 149,963 | $3.00M | 0.5% | +6.0% | 0.047% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 44,627 | $906K | 0.3% | -4.0% | 0.014% | |
| 4/17/2024 | Brooklyn FI LLC | 121,444 | $2.47M | 1.0% | -0.5% | 0.038% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 1,244,689 | $25.27M | 3.9% | +9.4% | 0.388% | |
| 4/16/2024 | Capital Insight Partners LLC | 49,032 | $995K | 0.2% | -2.3% | 0.015% | |
| 4/16/2024 | Courage Miller Partners LLC | 453,183 | $9.20M | 3.2% | +2.9% | 0.141% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 466,461 | $9.47M | 0.0% | -0.3% | 0.154% | |
| 4/15/2024 | Wealthcare Capital Management LLC | 10,702 | $217K | 0.0% | -12.1% | 0.004% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 85,483 | $1.74M | 0.1% | -5.3% | 0.028% | |
| 4/15/2024 | Peterson Wealth Advisors LLC | 94,511 | $1.92M | 0.4% | -1.3% | 0.031% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 3,900 | $79K | 0.1% | N/A | 0.001% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 94,623 | $1.92M | 0.3% | +65.7% | 0.031% | |
| 4/15/2024 | Schoolcraft Capital LLC | 132,524 | $2.69M | 0.6% | -1.3% | 0.044% | |
| 4/15/2024 | Thompson Investment Management Inc. | 11,532 | $234K | 0.0% | +15.0% | 0.004% | |
| 4/12/2024 | Charles Schwab Trust Co | 994,752 | $20.19M | 1.9% | +12.3% | 0.329% | |
| 4/11/2024 | Bangor Savings Bank | 33,343 | $677K | 0.1% | -15.6% | 0.011% | |
| 4/11/2024 | Hillcrest Wealth Advisors NY LLC | 13,125 | $266K | 0.1% | N/A | 0.004% | |
| 4/11/2024 | Pioneer Wealth Management Group | 444,090 | $9.02M | 5.2% | +6.0% | 0.147% | |
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| 4/11/2024 | Liberty Capital Management Inc. | 26,742 | $543K | 0.1% | +5.7% | 0.009% | |
| 4/11/2024 | Grey Fox Wealth Advisors LLC | 27,399 | $556K | 0.2% | -2.9% | 0.009% | |
| 4/10/2024 | Park Avenue Securities LLC | 17,542 | $356K | 0.0% | +4.2% | 0.006% | |
| 4/10/2024 | BCS Wealth Management | 53,816 | $1.09M | 0.4% | -2.5% | 0.018% | |
| 4/10/2024 | EWG Elevate Inc. | 27,307 | $554K | 0.2% | +9.1% | 0.009% | |
| 4/10/2024 | Stableford Capital II LLC | 20,684 | $420K | 0.2% | -5.2% | 0.007% | |
| 4/9/2024 | Foster Group Inc. | 26,609 | $540K | 0.0% | +12.3% | 0.009% | |
| 4/5/2024 | Davis Capital Management | 96,015 | $1.92M | 1.7% | +1.7% | 0.032% | |
| 4/1/2024 | Appleton Partners Inc. MA | 199,333 | $4.05M | 0.3% | +6.4% | 0.066% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 1,110,082 | $22.99M | 0.0% | -9.6% | 0.367% | |
