| 5/17/2024 | Citizens Financial Group Inc. RI | 4,023 | $349K | 0.0% | +3.2% | 0.002% | |
| 5/17/2024 | First Western Trust Bank | 3,886 | $337K | 0.0% | -22.0% | 0.002% | |
| 5/17/2024 | Pineridge Advisors LLC | 635 | $55K | 0.0% | -42.5% | 0.000% | |
| 5/17/2024 | Comerica Bank | 775,145 | $67.18M | 0.3% | -2.5% | 0.349% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 31,197 | $2.70M | 0.1% | -7.4% | 0.014% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 1,241,381 | $107.59M | 0.7% | +1.8% | 0.559% | |
|
| 5/16/2024 | Captrust Financial Advisors | 392,567 | $34.02M | 0.1% | -7.4% | 0.177% | |
| 5/16/2024 | Econ Financial Services Corp | 21,297 | $1.85M | 1.1% | -23.3% | 0.010% | |
| 5/15/2024 | SVB Wealth LLC | 30,192 | $2.62M | 0.1% | -14.6% | 0.014% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 5,353 | $464K | 0.0% | N/A | 0.002% | |
| 5/15/2024 | BOKF NA | 12,113 | $1.05M | 0.0% | -5.4% | 0.005% | |
| 5/15/2024 | Linscomb Wealth Inc. | 59,045 | $5.12M | 0.3% | -5.5% | 0.027% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 18,112 | $1.57M | 0.0% | N/A | 0.008% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 2,329 | $202K | 0.1% | -40.8% | 0.001% | |
| 5/14/2024 | CreativeOne Wealth LLC | 10,698 | $927K | 0.0% | N/A | 0.005% | |
| 5/13/2024 | Bessemer Group Inc. | 25,800 | $2.24M | 0.0% | +50.9% | 0.012% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 7,139 | $619K | 0.2% | N/A | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 93,398 | $8.10M | 0.1% | +27.3% | 0.042% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 4,820 | $418K | 0.0% | -2.6% | 0.002% | |
| 5/11/2024 | Strait & Sound Wealth Management LLC | 2,819 | $245K | 0.1% | N/A | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 467,442 | $40.52M | 0.1% | +86.5% | 0.210% | |
| 5/10/2024 | Blue Barn Wealth LLC | 160,144 | $13.88M | 7.8% | -4.2% | 0.072% | |
| 5/10/2024 | Rodgers & Associates LTD | 47,596 | $4.13M | 0.5% | -6.8% | 0.021% | |
| 5/10/2024 | TIAA Trust National Association | 4,459,710 | $386.52M | 1.2% | +4.3% | 2.007% | |
| 5/10/2024 | Nwam LLC | 3,894 | $336K | 0.0% | -3.6% | 0.002% | |
| 5/9/2024 | Blair William & Co. IL | 4,617 | $400K | 0.0% | +81.6% | 0.002% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 279,998 | $24.27M | 0.9% | -23.7% | 0.126% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 43,616 | $3.78M | 0.1% | +11.6% | 0.020% | |
| 5/9/2024 | Condor Capital Management | 191,837 | $16.63M | 1.6% | -0.7% | 0.086% | |
| 5/9/2024 | Wealthquest Corp | 1,306,641 | $113.25M | 12.1% | -4.2% | 0.588% | |
| 5/9/2024 | Stuart Chaussee & Associates Inc. | 405 | $35K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | SageView Advisory Group LLC | 87,485 | $7.58M | 0.4% | -96.2% | 0.039% | |
| 5/9/2024 | Tradewinds LLC. | 3,935 | $341K | 0.3% | N/A | 0.002% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 10,400 | $901K | 0.2% | +8.9% | 0.005% | |
| 5/8/2024 | Cozad Asset Management Inc. | 43,744 | $3.79M | 0.4% | +2.4% | 0.020% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 440,195 | $38.15M | 2.4% | +6.0% | 0.198% | |
| 5/8/2024 | Bleakley Financial Group LLC | 6,036 | $523K | 0.0% | -14.5% | 0.003% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 10,765,467 | $933.04M | 8.3% | +0.6% | 4.844% | |
| 5/8/2024 | US Bancorp DE | 49,063 | $4.25M | 0.0% | +0.5% | 0.022% | |
| 5/8/2024 | Roffman Miller Associates Inc. PA | 36,946 | $3.20M | 0.2% | -6.7% | 0.017% | |
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| 5/8/2024 | QRG Capital Management Inc. | 3,128 | $271K | 0.0% | -57.7% | 0.001% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 7,939 | $688K | 0.1% | -25.6% | 0.004% | |
| 5/7/2024 | Verus Capital Partners LLC | 28,144 | $2.44M | 0.3% | -17.5% | 0.013% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 4,185 | $363K | 0.0% | +11.1% | 0.002% | |
| 5/7/2024 | Facet Wealth Inc. | 7,320 | $632K | 0.0% | +5.6% | 0.003% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 148,684 | $12.89M | 3.6% | +4.7% | 0.067% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 327,877 | $28.42M | 11.6% | -2.8% | 0.148% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 3,734 | $324K | 0.0% | -28.8% | 0.002% | |
| 5/7/2024 | PFG Advisors | 47,370 | $4.11M | 0.3% | +2.4% | 0.021% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,091 | $355K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | TAGStone Capital Inc. | 30,743 | $2.67M | 1.6% | +2.2% | 0.014% | |
| 5/7/2024 | Spectrum Investment Advisors Inc. | 27,889 | $2.42M | 1.8% | +3.0% | 0.013% | |
| 5/7/2024 | Motive Wealth Advisors | 10,695 | $927K | 0.6% | N/A | 0.005% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 56,753 | $4.92M | 0.0% | +1.6% | 0.026% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,926 | $167K | 0.0% | -7.6% | 0.001% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 504,555 | $43.73M | 3.3% | -8.9% | 0.227% | |
| 5/3/2024 | Embree Financial Group | 18,572 | $1.61M | 0.3% | -6.5% | 0.008% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 8,931 | $774K | 0.1% | -7.6% | 0.004% | |
| 5/3/2024 | Etfidea LLC | 47,689 | $4.13M | 1.4% | -4.9% | 0.021% | |
| 5/3/2024 | Commerce Bank | 324,630 | $28.14M | 0.2% | +13.6% | 0.146% | |
| 5/3/2024 | GSA Capital Partners LLP | 6,200 | $537K | 0.0% | +17.0% | 0.003% | |
| 5/3/2024 | Liberty Wealth Management LLC | 6,885 | $597K | 0.1% | -65.7% | 0.003% | |
| 5/2/2024 | Mutual Advisors LLC | 66,590 | $5.77M | 0.2% | +8.4% | 0.030% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 3,234 | $281K | 0.1% | -27.4% | 0.001% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 42,675 | $3.70M | 2.6% | N/A | 0.019% | |
| 5/2/2024 | Quent Capital LLC | 1,195,119 | $103.58M | 12.1% | +7.7% | 0.538% | |
| 5/2/2024 | Lincoln National Corp | 34,198 | $2.96M | 0.0% | +12.4% | 0.015% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,906,227 | $165.21M | 0.5% | -4.2% | 0.858% | |
| 5/1/2024 | Auour Investments LLC | 53,680 | $4.65M | 1.7% | -4.0% | 0.024% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 149,487 | $12.96M | 0.8% | +606.2% | 0.067% | |
| 5/1/2024 | Financial Guidance Group Inc. | 6,250 | $542K | 0.4% | -15.5% | 0.003% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 3,274,999 | $283.84M | 3.5% | -0.5% | 1.474% | |
| 5/1/2024 | Diversify Advisory Services LLC | 18,001 | $1.56M | 0.1% | N/A | 0.008% | |
| 4/30/2024 | Private Advisor Group LLC | 106,396 | $9.22M | 0.1% | +16.4% | 0.048% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 12,476 | $1.08M | 0.1% | +16.0% | 0.006% | |
| 4/30/2024 | Curtis Advisory Group LLC | 61,672 | $5.35M | 2.1% | -1.0% | 0.028% | |
| 4/30/2024 | North Star Investment Management Corp. | 2,337 | $203K | 0.0% | +123.2% | 0.001% | |
| 4/30/2024 | HB Wealth Management LLC | 159,993 | $13.87M | 0.2% | +1.1% | 0.072% | |
| 4/30/2024 | SWAN Capital LLC | 215,899 | $18.71M | 10.6% | -7.0% | 0.097% | |
| 4/30/2024 | Vance Wealth Inc. | 117,973 | $10.23M | 4.1% | +2.2% | 0.053% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 88,274 | $7.65M | 0.4% | +11.0% | 0.040% | |
| 4/30/2024 | Perigon Wealth Management LLC | 14,903 | $1.29M | 0.0% | -0.9% | 0.007% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 3,241 | $281K | 0.0% | -44.7% | 0.001% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,873,462 | $162.37M | 0.3% | +4.2% | 0.843% | |
| 4/29/2024 | Yarger Wealth Strategies LLC | 83,407 | $7.23M | 4.9% | +36.1% | 0.038% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 24,626 | $2.13M | 0.8% | +1.8% | 0.011% | |
| 4/27/2024 | Nadler Financial Group Inc. | 582,266 | $50.47M | 6.2% | -1.5% | 0.262% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 4,040 | $350K | 0.0% | +8.0% | 0.002% | |
| 4/26/2024 | Plan Group Financial LLC | 18,685 | $1.62M | 1.1% | +83.2% | 0.008% | |
| 4/26/2024 | Crestone Asset Management LLC | 660,789 | $57.27M | 11.5% | +2.6% | 0.297% | |
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| 4/26/2024 | JNBA Financial Advisors | 2,011 | $174K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 409 | $35K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 244,800 | $21.22M | 1.3% | -0.5% | 0.110% | |
| 4/26/2024 | First National Trust Co | 389,963 | $33.80M | 1.4% | +15.7% | 0.175% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 179,937 | $15.60M | 0.4% | N/A | 0.081% | |
| 4/25/2024 | One Day In July LLC | 33,641 | $2.92M | 0.4% | -3.8% | 0.015% | |
| 4/25/2024 | Equitable Trust Co. | 2,312 | $200K | 0.0% | N/A | 0.001% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 615,626 | $53.36M | 7.6% | +2.1% | 0.277% | |
| 4/25/2024 | WestHill Financial Advisors Inc. | 678,435 | $58.80M | 14.5% | -2.8% | 0.305% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 152,453 | $13.21M | 0.1% | +22.1% | 0.069% | |
