| 5/17/2024 | Citizens Financial Group Inc. RI | 35,001 | $1.75M | 0.1% | -1.2% | 0.008% | |
| 5/17/2024 | Beacon Capital Management LLC | 1,551 | $78K | 0.0% | +12,825.0% | 0.000% | |
| 5/17/2024 | Comerica Bank | 49,488 | $2.48M | 0.0% | -2.7% | 0.011% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 8,463 | $424K | 0.1% | N/A | 0.002% | |
| 5/17/2024 | Tidal Investments LLC | 58,477 | $2.93M | 0.0% | +39.9% | 0.014% | |
| 5/17/2024 | Innealta Capital LLC | 16,981 | $851K | 0.4% | -12.8% | 0.004% | |
|
| 5/16/2024 | Redwood Investment Management LLC | 562,011 | $28.16M | 2.7% | +10,120.2% | 0.130% | |
| 5/16/2024 | Global Financial Private Client LLC | 56,917 | $2.83M | 1.2% | -2.1% | 0.013% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 6,920 | $347K | 0.0% | -93.8% | 0.002% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 3,051,234 | $152.87M | 4.9% | N/A | 0.708% | |
| 5/16/2024 | Waverly Advisors LLC | 383,365 | $19.21M | 0.5% | +273.2% | 0.089% | |
| 5/15/2024 | SVB Wealth LLC | 534,500 | $26.78M | 0.6% | +29.4% | 0.124% | |
| 5/15/2024 | Transcendent Capital Group LLC | 1,496 | $75K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 1,366,932 | $68.48M | 5.2% | N/A | 0.317% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 5,535 | $278K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | JT Stratford LLC | 44,267 | $2.22M | 0.4% | +7.3% | 0.010% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 203,471 | $10.19M | 0.3% | -4.5% | 0.047% | |
| 5/14/2024 | EP Wealth Advisors LLC | 36,047 | $1.81M | 0.0% | +29.2% | 0.008% | |
| 5/14/2024 | CreativeOne Wealth LLC | 8,096 | $406K | 0.0% | N/A | 0.002% | |
| 5/14/2024 | Crewe Advisors LLC | 570 | $29K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Evermay Wealth Management LLC | 3,459 | $173K | 0.0% | +8.8% | 0.001% | |
| 5/14/2024 | InterOcean Capital Group LLC | 125,830 | $6.30M | 0.2% | +0.6% | 0.029% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 158,615 | $7.95M | 2.0% | -91.6% | 0.037% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 22,443 | $1.12M | 0.0% | +37.0% | 0.005% | |
| 5/13/2024 | PAX Financial Group LLC | 117,025 | $5.86M | 1.2% | -5.6% | 0.027% | |
| 5/11/2024 | Cynosure Group LLC | 257,183 | $12.89M | 2.3% | +8.4% | 0.060% | |
| 5/11/2024 | Jacobi Capital Management LLC | 9,675 | $485K | 0.0% | -94.5% | 0.002% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 4,259 | $213K | 0.0% | -8.8% | 0.001% | |
| 5/11/2024 | Retirement Financial Solutions LLC | 326,364 | $16.35M | 8.4% | +9.4% | 0.076% | |
| 5/10/2024 | Osaic Holdings Inc. | 2,955,708 | $148.08M | 0.3% | -59.4% | 0.686% | |
| 5/10/2024 | Rodgers & Associates LTD | 501,228 | $25.11M | 3.2% | +0.4% | 0.116% | |
| 5/10/2024 | TIAA Trust National Association | 3,174,658 | $159.05M | 0.5% | -1.1% | 0.737% | |
| 5/10/2024 | Alera Investment Advisors LLC | 903,310 | $45.26M | 6.1% | -10.8% | 0.210% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 3,031,049 | $149.73M | 15.2% | -2.2% | 0.704% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 450,499 | $22.57M | 3.3% | -0.5% | 0.105% | |
| 5/10/2024 | Truepoint Inc. | 10,368 | $519K | 0.0% | N/A | 0.002% | |
| 5/10/2024 | 1ST Source Bank | 50,983 | $2.55M | 0.1% | -0.9% | 0.012% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 93,600 | $4.69M | 3.6% | +1.2% | 0.022% | |
| 5/10/2024 | Nwam LLC | 11,791 | $576K | 0.0% | -20.6% | 0.003% | |
| 5/10/2024 | Reston Wealth Management LLC | 252,954 | $12.67M | 5.1% | -3.7% | 0.059% | |
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| 5/9/2024 | Forum Financial Management LP | 254,160 | $12.73M | 0.2% | N/A | 0.059% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 284,961 | $14.28M | 2.1% | -1.6% | 0.066% | |
| 5/9/2024 | Blair William & Co. IL | 15,860 | $795K | 0.0% | +9.2% | 0.004% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 60,061 | $3.01M | 0.0% | -95.5% | 0.014% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 10,129 | $507K | 0.0% | N/A | 0.002% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 268,765 | $13.47M | 0.3% | +4.5% | 0.062% | |
| 5/9/2024 | Zega Financial LLC | 6,663 | $334K | 0.1% | -12.3% | 0.002% | |
| 5/9/2024 | JDM Financial Group LLC | 96,948 | $4.86M | 3.5% | +8.5% | 0.023% | |
| 5/9/2024 | MB Generational Wealth LLC | 8,640 | $433K | 0.4% | +34.3% | 0.002% | |
| 5/9/2024 | Angeles Wealth Management LLC | 1,606,015 | $80.46M | 8.0% | +20.0% | 0.373% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 75,679 | $3.79M | 0.4% | +480.0% | 0.018% | |
| 5/8/2024 | Cozad Asset Management Inc. | 97,605 | $4.89M | 0.5% | +2.7% | 0.023% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 30,659 | $1.54M | 0.1% | -3.4% | 0.007% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 283,449 | $14.20M | 0.1% | +6.3% | 0.066% | |
| 5/8/2024 | US Bancorp DE | 53,317 | $2.67M | 0.0% | -20.4% | 0.012% | |
| 5/8/2024 | QRG Capital Management Inc. | 4,677 | $234K | 0.0% | -34.8% | 0.001% | |
| 5/8/2024 | Inspire Advisors LLC | 8,908 | $446K | 0.1% | +9.2% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 226,369 | $11.34M | 1.3% | +2.0% | 0.053% | |
| 5/7/2024 | NorthRock Partners LLC | 1,946,406 | $97.52M | 8.3% | -1.2% | 0.452% | |
| 5/7/2024 | WNY Asset Management LLC | 11,999 | $601K | 0.1% | -9.2% | 0.003% | |
| 5/7/2024 | Stonebrook Private Inc. | 36,351 | $1.82M | 0.5% | N/A | 0.008% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 288,839 | $14.47M | 3.6% | +2.4% | 0.067% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 105,575 | $5.29M | 0.2% | +13.7% | 0.025% | |
| 5/7/2024 | Atomi Financial Group Inc. | 8,634 | $433K | 0.0% | -55.6% | 0.002% | |
| 5/7/2024 | Pecaut & CO. | 151,497 | $7.59M | 2.8% | -3.7% | 0.035% | |
| 5/7/2024 | WealthPLAN Partners LLC | 14,215 | $712K | 0.1% | +3.4% | 0.003% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 346,290 | $17.35M | 10.9% | +6.0% | 0.080% | |
| 5/7/2024 | Facet Wealth Inc. | 807,241 | $39.26M | 1.3% | -3.2% | 0.187% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 5,589 | $280K | 0.0% | -25.5% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,208 | $311K | 0.0% | -94.4% | 0.001% | |
| 5/7/2024 | PFG Advisors | 36,307 | $1.82M | 0.1% | -4.2% | 0.008% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 56,823 | $2.85M | 0.1% | -19.2% | 0.013% | |
| 5/7/2024 | TAGStone Capital Inc. | 93,423 | $4.68M | 2.7% | +7.1% | 0.022% | |
| 5/7/2024 | Wealthspire Advisors LLC | 25,018 | $1.25M | 0.0% | +1.5% | 0.006% | |
| 5/7/2024 | Motive Wealth Advisors | 135,993 | $6.81M | 4.1% | +58.6% | 0.032% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 746,971 | $37.42M | 0.1% | -30.2% | 0.173% | |
| 5/6/2024 | Destiny Capital Corp CO | 284,808 | $14.27M | 9.9% | -2.8% | 0.066% | |
| 5/6/2024 | Advisory Alpha LLC | 3,876,313 | $194.21M | 8.0% | +15.8% | 0.900% | |
| 5/6/2024 | Financial Council LLC | 186,788 | $9.36M | 5.5% | +3.3% | 0.043% | |
| 5/4/2024 | Keener Financial Planning LLC | 256,148 | $12.83M | 8.8% | +5.6% | 0.059% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 462,409 | $23.17M | 1.1% | +2.6% | 0.107% | |
| 5/4/2024 | 9258 Wealth Management LLC | 22,247 | $1.12M | 0.2% | +8.5% | 0.005% | |
| 5/4/2024 | Csenge Advisory Group | 11,694 | $586K | 0.0% | -56.3% | 0.003% | |
| 5/4/2024 | Glassman Wealth Services | 3,833 | $192K | 0.0% | +59.0% | 0.001% | |
| 5/3/2024 | Smithbridge Asset Management Inc. DE | 99,235 | $4.97M | 1.0% | +1.1% | 0.023% | |
| 5/3/2024 | Larson Financial Group LLC | 378,291 | $18.95M | 1.5% | -7.2% | 0.088% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,613 | $281K | 0.0% | -17.4% | 0.001% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 19,673 | $986K | 0.1% | -10.2% | 0.005% | |
| 5/3/2024 | Lutz Financial Services LLC | 2,208,903 | $110.67M | 9.7% | +0.1% | 0.513% | |
| 5/3/2024 | AA Financial Advisors LLC | 86,356 | $4.33M | 1.7% | +1,579.4% | 0.020% | |
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| 5/2/2024 | Mutual Advisors LLC | 69,742 | $3.49M | 0.1% | +267.3% | 0.016% | |
| 5/2/2024 | Diversified LLC | 10,997 | $551K | 0.1% | N/A | 0.003% | |
| 5/2/2024 | Paradigm Strategies in Wealth Management LLC | 4,000 | $200K | 0.1% | N/A | 0.001% | |
| 5/2/2024 | Salomon & Ludwin LLC | 51,042 | $2.56M | 0.2% | +22.0% | 0.012% | |
| 5/2/2024 | First Command Advisory Services Inc. | 479,880 | $24.09M | 0.3% | -7.3% | 0.111% | |
| 5/2/2024 | New England Capital Financial Advisors LLC | 251,408 | $12.60M | 7.1% | +2.5% | 0.058% | |
| 5/2/2024 | Graypoint LLC | 32,024 | $1.60M | 0.1% | +7.9% | 0.007% | |
| 5/2/2024 | Quent Capital LLC | 156,980 | $7.87M | 0.9% | +2.8% | 0.036% | |
| 5/2/2024 | Better Money Decisions LLC | 30,031 | $1.51M | 1.2% | +2.5% | 0.007% | |
| 5/2/2024 | Darrow Company Inc. | 9,298 | $466K | 0.3% | N/A | 0.002% | |
