| 5/17/2024 | National Wealth Management Group LLC | 35,222 | $2.17M | 1.7% | -4.2% | 0.006% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 12,406 | $763K | 0.1% | +2.9% | 0.002% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 47,073 | $2.89M | 0.9% | +17.5% | 0.008% | |
| 5/17/2024 | Pineridge Advisors LLC | 4,412 | $271K | 0.1% | -3.7% | 0.001% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 36,876 | $2.27M | 0.4% | N/A | 0.007% | |
| 5/17/2024 | Tidal Investments LLC | 88,681 | $5.46M | 0.1% | N/A | 0.016% | |
|
| 5/16/2024 | Redwood Investment Management LLC | 163,194 | $10.04M | 1.0% | +81.0% | 0.029% | |
| 5/16/2024 | Slagle Financial LLC | 26,909 | $1.66M | 0.9% | -47.1% | 0.005% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 28,120 | $1.73M | 0.0% | +46.7% | 0.005% | |
| 5/16/2024 | Waverly Advisors LLC | 286,368 | $17.62M | 0.4% | N/A | 0.051% | |
| 5/16/2024 | Econ Financial Services Corp | 72,745 | $4.48M | 2.8% | -55.8% | 0.013% | |
| 5/15/2024 | Ascent Group LLC | 620,940 | $38.21M | 3.4% | +4.3% | 0.110% | |
| 5/15/2024 | Transcendent Capital Group LLC | 2,995 | $184K | 0.1% | N/A | 0.001% | |
| 5/15/2024 | Flow Traders U.S. LLC | 75,823 | $4.67M | 0.2% | +58.0% | 0.013% | |
| 5/15/2024 | Kestra Advisory Services LLC | 929,169 | $57.17M | 0.4% | +3.7% | 0.165% | |
| 5/15/2024 | Linscomb Wealth Inc. | 3,318 | $204K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 4,111 | $253K | 0.0% | +7.5% | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 31,789 | $1.96M | 0.1% | -10.4% | 0.006% | |
| 5/14/2024 | EP Wealth Advisors LLC | 3,004 | $185K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | CreativeOne Wealth LLC | 923,036 | $56.80M | 2.3% | -7.0% | 0.164% | |
| 5/14/2024 | Evermay Wealth Management LLC | 38,497 | $2.37M | 0.4% | +92.7% | 0.007% | |
| 5/13/2024 | Cedar Wealth Management LLC | 17,125 | $1.05M | 0.3% | N/A | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 6,685 | $411K | 0.0% | +82.5% | 0.001% | |
| 5/13/2024 | PAX Financial Group LLC | 41,043 | $2.53M | 0.5% | +62.9% | 0.007% | |
| 5/11/2024 | Brogan Financial Inc. | 11,400 | $701K | 0.5% | +3.0% | 0.002% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 34,008 | $2.09M | 1.1% | +8.3% | 0.006% | |
| 5/11/2024 | ESL Trust Services LLC | 643 | $40K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Retirement Financial Solutions LLC | 294,325 | $18.11M | 9.3% | +4.4% | 0.052% | |
| 5/10/2024 | Osaic Holdings Inc. | 7,227,596 | $444.73M | 1.0% | -1.6% | 1.281% | |
| 5/10/2024 | Fiducient Advisors LLC | 4,690 | $289K | 0.1% | N/A | 0.001% | |
| 5/10/2024 | TIAA Trust National Association | 3,307 | $203K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | Alera Investment Advisors LLC | 9,398 | $578K | 0.1% | N/A | 0.002% | |
| 5/10/2024 | Spirepoint Private Client LLC | 22,133 | $1.36M | 0.2% | N/A | 0.004% | |
| 5/10/2024 | Ciovacco Capital Management LLC | 51,279 | $3.16M | 2.1% | -1.9% | 0.009% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 6,927 | $423K | 0.0% | -2.7% | 0.001% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 182,903 | $11.25M | 1.6% | -0.2% | 0.032% | |
| 5/10/2024 | Towercrest Capital Management | 185,800 | $11.43M | 1.9% | -1.9% | 0.033% | |
| 5/10/2024 | GM Advisory Group LLC | 3,246,379 | $199.75M | 14.0% | +6.8% | 0.575% | |
| 5/10/2024 | Nwam LLC | 107,433 | $6.55M | 0.5% | -17.0% | 0.019% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 72,322 | $4.45M | 0.7% | -8.7% | 0.013% | |
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| 5/9/2024 | ProVise Management Group LLC | 4,421 | $272K | 0.0% | -81.1% | 0.001% | |
| 5/9/2024 | Leo Wealth LLC | 190,631 | $11.71M | 1.2% | +26.1% | 0.034% | |
| 5/9/2024 | Blair William & Co. IL | 28,397 | $1.75M | 0.0% | +25.7% | 0.005% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 193,784 | $11.92M | 0.1% | -24.6% | 0.034% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 88,851 | $5.47M | 0.2% | +1.3% | 0.016% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 105,865 | $6.51M | 0.2% | +9.3% | 0.019% | |
| 5/9/2024 | Wealthquest Corp | 4,667 | $287K | 0.0% | +5.8% | 0.001% | |
| 5/9/2024 | Condor Capital Management | 36,059 | $2.22M | 0.2% | -5.9% | 0.006% | |
| 5/9/2024 | JBR Co Financial Management Inc | 36,766 | $2.26M | 1.8% | N/A | 0.007% | |
| 5/9/2024 | JDM Financial Group LLC | 76,569 | $4.71M | 3.4% | +0.8% | 0.014% | |
| 5/9/2024 | SageView Advisory Group LLC | 734,247 | $45.18M | 2.2% | +2,725.4% | 0.130% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 3,315 | $204K | 0.0% | -26.3% | 0.001% | |
| 5/9/2024 | New Insight Wealth Advisors | 4,256 | $262K | 0.2% | N/A | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 13,951 | $858K | 0.1% | N/A | 0.002% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 32,967 | $2.03M | 0.5% | -1.1% | 0.006% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 136,783 | $8.42M | 0.5% | -8.7% | 0.024% | |
| 5/8/2024 | West Wealth Group LLC | 599,480 | $36.89M | 13.7% | -57.6% | 0.106% | |
| 5/8/2024 | Sheets Smith Wealth Management | 134,200 | $8.26M | 0.9% | +2.4% | 0.024% | |
| 5/8/2024 | TSA Wealth Managment LLC | 450,810 | $27.74M | 12.1% | -17.2% | 0.080% | |
| 5/8/2024 | Bleakley Financial Group LLC | 17,422 | $1.07M | 0.0% | +3.7% | 0.003% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 89,624 | $5.52M | 0.0% | +14.0% | 0.016% | |
| 5/8/2024 | US Bancorp DE | 468,244 | $28.81M | 0.0% | +7.8% | 0.083% | |
| 5/8/2024 | QRG Capital Management Inc. | 5,249 | $323K | 0.0% | -20.9% | 0.001% | |
| 5/8/2024 | O Dell Group LLC | 843,503 | $51.90M | 12.7% | -1.5% | 0.150% | |
| 5/8/2024 | Watershed Private Wealth LLC | 23,127 | $1.42M | 0.6% | +83.1% | 0.004% | |
| 5/8/2024 | Headlands Technologies LLC | 23,345 | $1.44M | 0.3% | N/A | 0.004% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 69,781 | $4.29M | 1.6% | -8.9% | 0.012% | |
| 5/8/2024 | New Republic Capital LLC | 4,535 | $279K | 0.2% | -22.1% | 0.001% | |
| 5/8/2024 | Inspire Advisors LLC | 4,485 | $276K | 0.0% | -11.3% | 0.001% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 7,831 | $481K | 0.0% | +75.2% | 0.001% | |
| 5/7/2024 | Stonebrook Private Inc. | 148,239 | $9.12M | 2.7% | +0.8% | 0.026% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 123,122 | $7.58M | 0.3% | +19.8% | 0.022% | |
| 5/7/2024 | Atomi Financial Group Inc. | 31,542 | $1.94M | 0.2% | +6.1% | 0.006% | |
| 5/7/2024 | WealthPLAN Partners LLC | 128,258 | $7.89M | 0.8% | -25.1% | 0.023% | |
| 5/7/2024 | Tectonic Advisors LLC | 267,747 | $16.47M | 1.3% | +0.6% | 0.047% | |
| 5/7/2024 | Facet Wealth Inc. | 30,799 | $1.87M | 0.1% | -3.8% | 0.005% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 3,561 | $219K | 0.1% | N/A | 0.001% | |
| 5/7/2024 | PFG Advisors | 78,444 | $4.83M | 0.4% | +37.5% | 0.014% | |
| 5/7/2024 | Prospera Private Wealth LLC | 9,498 | $584K | 0.4% | -1.7% | 0.002% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 62,560 | $3.85M | 3.2% | N/A | 0.011% | |
| 5/7/2024 | Wealthspire Advisors LLC | 813,255 | $50.04M | 0.7% | -2.6% | 0.144% | |
| 5/7/2024 | Insight Advisors LLC PA | 20,652 | $1.27M | 0.2% | +8.4% | 0.004% | |
| 5/7/2024 | Retirement Planning Co of New England Inc. | 11,276 | $694K | 0.4% | +13.8% | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 377,209 | $23.21M | 0.1% | +20.5% | 0.067% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 8,538 | $525K | 0.1% | +40.8% | 0.002% | |
| 5/6/2024 | Davidson Capital Management Inc. | 772,513 | $47.53M | 15.3% | +0.7% | 0.137% | |
| 5/6/2024 | Advisory Services Network LLC | 45,929 | $2.83M | 0.1% | +22.3% | 0.008% | |
| 5/6/2024 | Destiny Capital Corp CO | 10,765 | $662K | 0.5% | -11.0% | 0.002% | |
| 5/6/2024 | TFG Advisers LLC | 13,626 | $838K | 0.3% | +10.3% | 0.002% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 90,705 | $5.58M | 4.0% | -25.7% | 0.016% | |
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| 5/6/2024 | Advisory Alpha LLC | 97,448 | $6.00M | 0.2% | -81.8% | 0.017% | |
| 5/6/2024 | Hemenway Trust Co LLC | 13,570 | $835K | 0.1% | +1.6% | 0.002% | |
| 5/4/2024 | SPC Financial Inc. | 288,865 | $17.77M | 1.7% | +3.3% | 0.051% | |
| 5/4/2024 | PrairieView Partners LLC | 1,812 | $112K | 0.0% | N/A | 0.000% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 4,363 | $268K | 0.1% | -15.2% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 250,469 | $15.41M | 0.7% | +4.5% | 0.044% | |
| 5/4/2024 | 9258 Wealth Management LLC | 262,557 | $16.16M | 2.5% | +3.6% | 0.047% | |
| 5/4/2024 | Csenge Advisory Group | 213,197 | $13.12M | 0.7% | -1.0% | 0.038% | |
| 5/4/2024 | Richardson Financial Services Inc. | 121,659 | $7.49M | 5.3% | -5.7% | 0.022% | |
| 5/3/2024 | Investments & Financial Planning LLC | 14,626 | $900K | 0.6% | -3.8% | 0.003% | |
