| 5/17/2024 | Comerica Bank | 42,626 | $2.09M | 0.0% | -1.9% | 0.026% | |
| 5/17/2024 | Pineridge Advisors LLC | 1,354 | $66K | 0.0% | N/A | 0.001% | |
| 5/16/2024 | Industrial Alliance Investment Management Inc. | 5,801 | $285K | 0.1% | N/A | 0.003% | |
| 5/16/2024 | Waverly Advisors LLC | 49,574 | $2.43M | 0.1% | +5.3% | 0.030% | |
| 5/16/2024 | Econ Financial Services Corp | 23,057 | $1.13M | 0.7% | +103.4% | 0.014% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 17,421 | $854K | 0.2% | -61.2% | 0.010% | |
|
| 5/14/2024 | EP Wealth Advisors LLC | 4,272 | $210K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | CreativeOne Wealth LLC | 127,651 | $6.26M | 0.2% | +2.0% | 0.077% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 142,713 | $7M | 1.5% | +225.7% | 0.086% | |
| 5/14/2024 | Northwest Wealth Management LLC | 4,769 | $234K | 0.1% | +15.3% | 0.003% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 326,646 | $16.02M | 0.7% | -5.8% | 0.196% | |
| 5/13/2024 | Hilltop Partners LLC | 77,473 | $3.80M | 1.4% | +5.7% | 0.046% | |
| 5/13/2024 | PAX Financial Group LLC | 67,643 | $3.32M | 0.7% | -11.8% | 0.041% | |
| 5/11/2024 | Patten & Patten Inc. TN | 6,409 | $314K | 0.0% | N/A | 0.004% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 24,567 | $1.21M | 0.4% | N/A | 0.015% | |
| 5/9/2024 | Barden Capital Management Inc. | 35,585 | $1.75M | 1.7% | -16.2% | 0.021% | |
| 5/9/2024 | Blair William & Co. IL | 32,388 | $1.59M | 0.0% | +5.2% | 0.019% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 177,569 | $8.71M | 0.2% | -1.5% | 0.106% | |
| 5/9/2024 | SageView Advisory Group LLC | 24,764 | $1.22M | 0.1% | +223.9% | 0.015% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 81,034,760 | $3.97B | 5.5% | +1.9% | 48.567% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 7,700 | $378K | 0.0% | N/A | 0.005% | |
| 5/8/2024 | Financial & Tax Architects LLC | 44,444 | $2.18M | 0.6% | N/A | 0.027% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 11,640 | $571K | 0.0% | +55.9% | 0.007% | |
| 5/8/2024 | Inspire Advisors LLC | 40,336 | $1.98M | 0.3% | +37.3% | 0.024% | |
| 5/7/2024 | WNY Asset Management LLC | 15,397 | $755K | 0.1% | -8.3% | 0.009% | |
| 5/7/2024 | Atomi Financial Group Inc. | 6,556 | $322K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | Empowered Funds LLC | 111,638 | $5.46M | 0.1% | N/A | 0.067% | |
| 5/7/2024 | Stokes Family Office LLC | 305,107 | $14.97M | 1.9% | +31.9% | 0.183% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 35,602 | $1.75M | 0.0% | -72.3% | 0.021% | |
| 5/6/2024 | SYM FINANCIAL Corp | 56,912 | $2.79M | 0.5% | +16.4% | 0.034% | |
| 5/6/2024 | Kades & Cheifetz LLC | 4,660 | $229K | 0.1% | N/A | 0.003% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 55,337 | $2.71M | 2.0% | +93.5% | 0.033% | |
| 5/6/2024 | Advisory Alpha LLC | 169,393 | $8.31M | 0.3% | +50.7% | 0.102% | |
| 5/4/2024 | PrairieView Partners LLC | 55,851 | $2.74M | 0.3% | -3.7% | 0.033% | |
| 5/4/2024 | One Degree Advisors Inc | 131,479 | $6.45M | 3.2% | -0.2% | 0.079% | |
| 5/4/2024 | Csenge Advisory Group | 23,511 | $1.15M | 0.1% | -4.1% | 0.014% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 956,875 | $46.94M | 2.3% | +94.2% | 0.573% | |
| 5/3/2024 | Absolute Capital Management LLC | 6,172 | $303K | 0.2% | -4.2% | 0.004% | |
| 5/3/2024 | Meridian Management Co. | 65,005 | $3.19M | 0.9% | -3.6% | 0.039% | |
| 5/2/2024 | Financial Counselors Inc. | 33,967 | $1.67M | 0.0% | -90.9% | 0.020% | |
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| 5/2/2024 | Darrow Company Inc. | 138,728 | $6.81M | 4.5% | +58.0% | 0.083% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 684,007 | $33.55M | 2.9% | +9.6% | 0.410% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 19,150 | $939K | 0.0% | -84.5% | 0.011% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 984,558 | $48.29M | 7.1% | +244.8% | 0.590% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 15,383 | $755K | 0.0% | -51.1% | 0.009% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 1,445 | $71K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Retirement Group LLC | 14,652 | $719K | 0.3% | -4.1% | 0.009% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 258,929 | $12.70M | 0.2% | +0.3% | 0.155% | |
| 4/30/2024 | Private Advisor Group LLC | 10,567 | $518K | 0.0% | -89.2% | 0.006% | |
| 4/30/2024 | SWS Partners | 203,565 | $9.99M | 3.0% | +2.5% | 0.122% | |
| 4/30/2024 | HB Wealth Management LLC | 9,221 | $452K | 0.0% | -2.2% | 0.006% | |
| 4/30/2024 | Concord Wealth Partners | 2,804 | $138K | 0.0% | -52.1% | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 65,528 | $3.21M | 0.0% | -1.4% | 0.039% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 85,230 | $4.18M | 0.1% | -17.8% | 0.051% | |
| 4/29/2024 | Lederer & Associates Investment Counsel CA | 9,232 | $453K | 0.3% | +4.1% | 0.006% | |
| 4/29/2024 | Meritage Portfolio Management | 49,017 | $2.40M | 0.2% | -6.6% | 0.029% | |
| 4/26/2024 | First National Trust Co | 444,365 | $21.80M | 0.9% | +17.5% | 0.267% | |
| 4/26/2024 | Oakwell Private Wealth Management LLC | 139,951 | $6.87M | 2.1% | +14.6% | 0.084% | |
| 4/25/2024 | Allworth Financial LP | 599,981 | $29.43M | 0.2% | -2.4% | 0.361% | |
| 4/25/2024 | Mendota Financial Group LLC | 55,856 | $2.74M | 1.6% | +124.2% | 0.034% | |
| 4/25/2024 | Advocate Group LLC | 100,402 | $4.93M | 1.0% | +35.1% | 0.060% | |
| 4/25/2024 | WestHill Financial Advisors Inc. | 466,480 | $22.88M | 5.6% | +5.5% | 0.281% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 66,084 | $3.24M | 0.0% | +20.5% | 0.040% | |
| 4/24/2024 | NBT Bank N A NY | 2,289 | $112K | 0.0% | -14.4% | 0.001% | |
| 4/24/2024 | Spire Wealth Management | 67,725 | $3.32M | 0.1% | +0.8% | 0.041% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,384 | $68K | 0.0% | -62.3% | 0.001% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 188,225 | $9.23M | 3.8% | +2.4% | 0.113% | |
| 4/23/2024 | McAdam LLC | 188,180 | $9.23M | 0.6% | +11.5% | 0.113% | |
| 4/23/2024 | Financial Consulate Inc. | 46,179 | $2.27M | 0.7% | -1.9% | 0.028% | |
| 4/22/2024 | Pacific Sage Partners LLC | 1,239,101 | $60.78M | 15.7% | +0.5% | 0.745% | |
| 4/22/2024 | Hendershot Investments Inc. | 48,416 | $2.38M | 0.3% | -41.0% | 0.029% | |
| 4/19/2024 | GenTrust LLC | 205,555 | $10.08M | 0.6% | -0.9% | 0.124% | |
| 4/19/2024 | Marshall Financial Group LLC | 265,019 | $13.00M | 3.7% | +15.9% | 0.159% | |
| 4/19/2024 | Tran Capital Management L.P. | 10,141 | $497K | 0.1% | -59.1% | 0.006% | |
| 4/19/2024 | Altiora Financial Group LLC | 213,511 | $10.47M | 2.8% | -5.6% | 0.128% | |
| 4/19/2024 | Tradewinds Capital Management LLC | 240,750 | $11.81M | 3.3% | +30,183.0% | 0.145% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 41,265 | $2.02M | 0.2% | -9.7% | 0.025% | |
| 4/18/2024 | Myecfo LLC | 95,089 | $4.66M | 2.7% | +2.8% | 0.057% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 4,783 | $235K | 0.1% | +46.0% | 0.003% | |
| 4/18/2024 | RHS Financial LLC | 13,853 | $679K | 0.4% | -9.6% | 0.008% | |
| 4/18/2024 | Successful Portfolios LLC | 25,891 | $1.27M | 0.9% | +8.0% | 0.016% | |
| 4/17/2024 | Fiduciary Alliance LLC | 118,505 | $5.76M | 1.0% | +37.5% | 0.071% | |
| 4/17/2024 | D.B. Root & Company LLC | 4,774 | $234K | 0.1% | -80.9% | 0.003% | |
| 4/17/2024 | Kathleen S. Wright Associates Inc. | 37,973 | $1.86M | 0.8% | -1.5% | 0.023% | |
| 4/16/2024 | Noble Family Wealth LLC | 10,788 | $529K | 0.2% | -9.1% | 0.006% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 696,828 | $34.18M | 5.2% | +9.1% | 0.419% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,000,844 | $49.09M | 0.1% | +3.8% | 0.602% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 66,748 | $3.27M | 1.6% | +9.3% | 0.040% | |
| 4/15/2024 | Brookstone Capital Management | 47,491 | $2.33M | 0.0% | -11.0% | 0.029% | |
| 4/15/2024 | Sound Income Strategies LLC | 765 | $38K | 0.0% | +76,400.0% | 0.000% | |
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| 4/15/2024 | West Paces Advisors Inc. | 8,615 | $423K | 0.1% | -2.8% | 0.005% | |
| 4/15/2024 | Twele Capital Management Inc. | 10,557 | $518K | 0.1% | +7.3% | 0.006% | |
| 4/13/2024 | Columbus Macro LLC | 53,276 | $2.61M | 1.0% | +2.5% | 0.032% | |
| 4/12/2024 | West Coast Financial LLC | 506,227 | $24.83M | 3.0% | +33.9% | 0.304% | |
| 4/12/2024 | Charles Schwab Trust Co | 17,293 | $848K | 0.1% | +12.8% | 0.010% | |
| 4/12/2024 | Crane Advisory LLC | 1,491,511 | $72.71M | 14.7% | +223.4% | 0.897% | |
| 4/12/2024 | Beacon Wealthcare LLC | 429,890 | $21.09M | 9.6% | +13.7% | 0.259% | |
| 4/12/2024 | Worth Asset Management LLC | 5,638 | $277K | 0.2% | -36.0% | 0.003% | |
| 4/11/2024 | GenWealth Group Inc. | 84,680 | $4.15M | 1.0% | +16.1% | 0.056% | |
| 4/11/2024 | Salem Investment Counselors Inc. | 46,165 | $2.26M | 0.1% | -0.8% | 0.031% | |
