| 5/17/2024 | Comerica Bank | 1,470 | $121K | 0.0% | +25.5% | 0.008% | |
| 5/15/2024 | SVB Wealth LLC | 3,340 | $275K | 0.0% | -12.8% | 0.019% | |
| 5/15/2024 | Linscomb Wealth Inc. | 3,455 | $285K | 0.0% | N/A | 0.020% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 7,791 | $643K | 0.0% | -10.3% | 0.044% | |
| 5/14/2024 | EP Wealth Advisors LLC | 21,719 | $1.79M | 0.0% | -7.1% | 0.124% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 1,039 | $86K | 0.0% | N/A | 0.006% | |
|
| 5/10/2024 | Osaic Holdings Inc. | 105,863 | $8.74M | 0.0% | +18.1% | 0.603% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 400 | $33K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | Advisors Preferred LLC | 1,297 | $106K | 0.0% | -40.1% | 0.007% | |
| 5/7/2024 | KCM Investment Advisors LLC | 50,677 | $4.18M | 0.2% | +0.5% | 0.289% | |
| 5/7/2024 | Smithfield Trust Co | 3,175 | $262K | 0.0% | +182.2% | 0.018% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,433 | $201K | 0.0% | N/A | 0.014% | |
| 5/6/2024 | Advisory Services Network LLC | 37,463 | $3.09M | 0.1% | +13.2% | 0.213% | |
| 5/3/2024 | Southern Capital Advisors LLC | 12,904 | $1.06M | 0.6% | +12.9% | 0.074% | |
| 5/3/2024 | GSA Capital Partners LLP | 12,510 | $1.03M | 0.1% | +49.4% | 0.071% | |
| 5/3/2024 | Smith Salley Wealth Management | 24,249 | $2M | 0.2% | +4.3% | 0.138% | |
| 5/2/2024 | Lincoln National Corp | 42,348 | $3.49M | 0.1% | +13.0% | 0.241% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 26,207 | $2.16M | 0.0% | +4.6% | 0.149% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 19,878 | $1.64M | 0.1% | +3.2% | 0.113% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 178,603 | $14.73M | 0.0% | -13.6% | 1.015% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 7,729 | $637K | 0.1% | +22.6% | 0.044% | |
| 4/25/2024 | Triumph Capital Management | 12,088 | $990K | 0.4% | N/A | 0.069% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 34,757 | $2.87M | 0.0% | -21.9% | 0.197% | |
| 4/24/2024 | Spire Wealth Management | 10,124 | $835K | 0.0% | -5.0% | 0.058% | |
| 4/19/2024 | Yoder Wealth Management Inc. | 34,743 | $2.87M | 1.9% | -0.6% | 0.197% | |
| 4/18/2024 | Exchange Capital Management Inc. | 32,200 | $2.66M | 0.4% | -2.1% | 0.183% | |
| 4/17/2024 | Vicus Capital | 177,280 | $14.62M | 1.3% | +2.4% | 1.007% | |
| 4/16/2024 | Monumental Financial Group Inc. | 183,655 | $15.15M | 8.1% | +9.8% | 1.043% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 29,806 | $2.46M | 1.4% | +3.5% | 0.169% | |
| 4/15/2024 | Brookstone Capital Management | 45,924 | $3.79M | 0.1% | +4.1% | 0.269% | |
| 4/15/2024 | Sunbelt Securities Inc. | 7,410 | $611K | 0.1% | +5.3% | 0.043% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 84,566 | $6.98M | 1.1% | +14.6% | 0.496% | |
| 4/10/2024 | American National Bank | 666 | $55K | 0.0% | +82.5% | 0.004% | |
| 4/9/2024 | Lynch & Associates IN | 16,936 | $1.40M | 0.3% | +8.3% | 0.099% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 105,986 | $8.74M | 1.6% | -7.3% | 0.622% | |
| 4/5/2024 | NBC Securities Inc. | 5,165 | $426K | 0.0% | +44.1% | 0.030% | |
| 3/5/2024 | Fisher Asset Management LLC | 107,061 | $8.45M | 0.0% | -8.4% | 0.628% | |
| 2/26/2024 | Centaurus Financial Inc. | 6,461 | $510K | 0.0% | -2.2% | 0.038% | |
| 2/16/2024 | Trail Ridge Investment Advisors LLC | 2,743 | $217K | 0.1% | N/A | 0.016% | |
| 2/14/2024 | Regal Investment Advisors LLC | 7,647 | $604K | 0.0% | -10.2% | 0.045% | |
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| 2/14/2024 | Connectus Wealth LLC | 11,527 | $911K | 0.0% | -85.0% | 0.068% | |
| 2/14/2024 | Personal CFO Solutions LLC | 11,014 | $870K | 0.2% | -60.1% | 0.065% | |
| 2/13/2024 | Jones Financial Companies Lllp | 3,143 | $248K | 0.0% | N/A | 0.018% | |
| 2/12/2024 | Stifel Financial Corp | 57,214 | $4.52M | 0.0% | +2.8% | 0.336% | |
| 2/9/2024 | Advisory Services Network LLC | 33,109 | $2.61M | 0.1% | +190.5% | 0.194% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 27,415 | $2.12M | 0.0% | N/A | 0.161% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 44,503 | $3.51M | 0.0% | -22.3% | 0.261% | |
| 2/8/2024 | American National Bank | 365 | $29K | 0.0% | +284.2% | 0.002% | |
| 2/8/2024 | Exchange Capital Management Inc. | 32,878 | $2.60M | 0.5% | -1.2% | 0.193% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 25,047 | $1.98M | 0.0% | -20.2% | 0.147% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 3,244 | $256K | 0.0% | N/A | 0.019% | |
| 2/7/2024 | NBC Securities Inc. | 3,585 | $282K | 0.0% | +26.0% | 0.021% | |
| 2/7/2024 | AGF Management Ltd. | 93,285 | $7.36M | 0.0% | +42.1% | 0.547% | |
| 2/7/2024 | Smithfield Trust Co | 1,125 | $89K | 0.0% | N/A | 0.007% | |
| 2/6/2024 | Charles Schwab Investment Management Inc. | 1,249,896 | $98.67M | 0.0% | +93.4% | 7.331% | |
| 2/6/2024 | Lincoln National Corp | 37,476 | $2.96M | 0.1% | +52.5% | 0.220% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 8,682 | $685K | 0.0% | -52.1% | 0.051% | |
| 2/6/2024 | Fisher Asset Management LLC | 106,472 | $8.41M | 0.0% | -8.9% | 0.624% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 9,287 | $733K | 0.4% | +12.6% | 0.054% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 19,942 | $1.57M | 0.0% | -0.9% | 0.117% | |
| 2/5/2024 | Fernwood Investment Management LLC | 2,671 | $211K | 0.1% | N/A | 0.016% | |
| 2/5/2024 | Birchcreek Wealth Management LLC | 2,889 | $228K | 0.1% | -28.3% | 0.017% | |
| 2/5/2024 | Monumental Financial Group Inc. | 167,212 | $13.20M | 7.9% | +68.2% | 0.981% | |
| 2/2/2024 | Yoder Wealth Management Inc. | 34,964 | $2.76M | 1.9% | -1.0% | 0.205% | |
| 2/2/2024 | Penobscot Wealth Management | 23,909 | $1.89M | 1.3% | -1.1% | 0.140% | |
| 2/2/2024 | VCI Wealth Management LLC | 14,651 | $1.16M | 0.7% | N/A | 0.086% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 34,503 | $2.72M | 0.0% | -36.5% | 0.202% | |
| 2/1/2024 | RWA Wealth Partners LLC | 40,524 | $3.20M | 0.0% | -19.9% | 0.238% | |
| 2/1/2024 | Sigma Planning Corp | 9,086 | $717K | 0.1% | -66.0% | 0.053% | |
| 2/1/2024 | Vicus Capital | 173,105 | $13.67M | 1.4% | N/A | 1.015% | |
| 2/1/2024 | Signaturefd LLC | 606 | $48K | 0.0% | +27.8% | 0.004% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 19,264 | $1.52M | 0.1% | +6.4% | 0.113% | |
| 1/30/2024 | SFI Advisors LLC | 51,222 | $4.04M | 3.5% | -3.5% | 0.300% | |
| 1/30/2024 | SVB Wealth LLC | 3,832 | $303K | 0.0% | -19.6% | 0.022% | |
| 1/30/2024 | Investors Research Corp | 7,548 | $596K | 0.1% | +6.6% | 0.044% | |
| 1/29/2024 | Ellis Investment Partners LLC | 15,852 | $1.25M | 0.3% | +1.5% | 0.093% | |
| 1/29/2024 | Q3 Asset Management | 10,768 | $850K | 0.2% | N/A | 0.063% | |
| 1/29/2024 | Schmidt P J Investment Management Inc. | 6,306 | $483K | 0.1% | N/A | 0.037% | |
| 1/26/2024 | Charter Oak Capital Management LLC | 8,262 | $652K | 0.1% | -6.6% | 0.048% | |
| 1/26/2024 | Soltis Investment Advisors LLC | 7,073 | $558K | 0.1% | -77.5% | 0.041% | |
| 1/26/2024 | B.O.S.S. Retirement Advisors LLC | 2,884 | $228K | 0.0% | N/A | 0.017% | |
| 1/25/2024 | International Assets Investment Management LLC | 81,945 | $6.47M | 0.0% | N/A | 0.481% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 4,752 | $375K | 0.0% | +47.6% | 0.028% | |
| 1/24/2024 | Advisors Preferred LLC | 2,165 | $169K | 0.0% | N/A | 0.013% | |
| 1/24/2024 | Arkadios Wealth Advisors | 2,939 | $232K | 0.0% | -10.7% | 0.017% | |
| 1/24/2024 | International Assets Investment Management LLC | 81,945 | $6.47M | 0.0% | N/A | 0.481% | |
| 1/24/2024 | Chevy Chase Trust Holdings LLC | 24,859 | $1.96M | 0.0% | N/A | 0.146% | |
| 1/23/2024 | Advisory Alpha LLC | 2,739 | $216K | 0.0% | N/A | 0.016% | |
| 1/23/2024 | DAVENPORT & Co LLC | 6,924 | $547K | 0.0% | +93.0% | 0.041% | |
| 1/22/2024 | Princeton Global Asset Management LLC | 549 | $43K | 0.0% | N/A | 0.003% | |
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| 1/22/2024 | Southern Capital Advisors LLC | 11,433 | $903K | 0.6% | +18.0% | 0.067% | |
| 1/19/2024 | PFG Advisors | 2,870 | $227K | 0.0% | -13.1% | 0.017% | |
| 1/19/2024 | Destiny Wealth Partners LLC | 114,302 | $8.68M | 1.6% | N/A | 0.670% | |
| 1/18/2024 | Chilton Capital Management LLC | 552 | $44K | 0.0% | -42.9% | 0.003% | |
| 1/18/2024 | Maltin Wealth Management Inc. | 28,809 | $2.27M | 1.4% | -1.0% | 0.169% | |
| 1/16/2024 | HBW Advisory Services LLC | 15,428 | $1.22M | 0.2% | N/A | 0.090% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 7,829 | $618K | 0.0% | -87.6% | 0.046% | |
| 1/16/2024 | Raymond James & Associates | 18,704 | $1.48M | 0.0% | -6.5% | 0.110% | |
| 1/16/2024 | Rosenberg Matthew Hamilton | 2,434 | $192K | 0.1% | -8.4% | 0.014% | |
| 1/12/2024 | CX Institutional | 22,629 | $1.79M | 0.1% | N/A | 0.133% | |
