| 5/17/2024 | XML Financial LLC | 103,912 | $9.94M | 1.0% | +1.4% | 0.374% | |
| 5/17/2024 | Comerica Bank | 9,485 | $907K | 0.0% | +7.4% | 0.034% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 7,798 | $746K | 0.0% | +5.2% | 0.028% | |
| 5/16/2024 | Prudent Investors Network Inc. | 3,463 | $331K | 0.1% | N/A | 0.012% | |
| 5/15/2024 | LRI Investments LLC | 1,132 | $107K | 0.0% | N/A | 0.004% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 6,606 | $632K | 0.1% | -4.2% | 0.024% | |
|
| 5/14/2024 | JT Stratford LLC | 3,077 | $294K | 0.1% | -18.8% | 0.011% | |
| 5/14/2024 | CreativeOne Wealth LLC | 4,340 | $415K | 0.0% | N/A | 0.016% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 1,050 | $100K | 0.0% | N/A | 0.004% | |
| 5/11/2024 | Capital Wealth Alliance LLC | 8,556 | $818K | 0.5% | N/A | 0.031% | |
| 5/11/2024 | Patten & Patten Inc. TN | 127,930 | $12.24M | 0.9% | +2.5% | 0.461% | |
| 5/10/2024 | Osaic Holdings Inc. | 186,794 | $17.88M | 0.0% | +133.1% | 0.673% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 73,014 | $6.98M | 1.1% | +26.9% | 0.263% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 37,417 | $3.58M | 0.7% | -1.8% | 0.135% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 14,776 | $1.41M | 0.1% | +229.2% | 0.053% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,595 | $439K | 0.0% | +22.2% | 0.017% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 54,788 | $5.24M | 0.2% | +1.3% | 0.197% | |
| 5/6/2024 | Gill Capital Partners LLC | 5,236 | $477K | 0.2% | -6.0% | 0.019% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 24,514 | $2.35M | 0.1% | -1.8% | 0.088% | |
| 5/4/2024 | Essex LLC | 12,624 | $1.21M | 0.3% | -4.8% | 0.045% | |
| 5/3/2024 | Etfidea LLC | 89,473 | $8.56M | 2.9% | -0.2% | 0.322% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 43,073 | $4.12M | 0.6% | N/A | 0.155% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 35,557 | $3.40M | 0.0% | +3.5% | 0.130% | |
| 5/1/2024 | BNP Paribas Financial Markets | 644 | $62K | 0.0% | -53.4% | 0.002% | |
| 4/30/2024 | Private Advisor Group LLC | 36,903 | $3.53M | 0.0% | -5.7% | 0.135% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 13,863 | $1.32M | 0.1% | +8.0% | 0.051% | |
| 4/30/2024 | Norden Group LLC | 69,852 | $6.68M | 0.5% | N/A | 0.255% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 6,669 | $638K | 0.4% | -4.8% | 0.024% | |
| 4/30/2024 | SpiderRock Advisors LLC | 3,300 | $305K | 0.0% | N/A | 0.012% | |
| 4/30/2024 | Delta Financial Group Inc. | 4,968 | $475K | 0.1% | +4.7% | 0.018% | |
| 4/30/2024 | Arkadios Wealth Advisors | 3,536 | $338K | 0.0% | -6.9% | 0.013% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 127,413 | $12.19M | 0.0% | -0.2% | 0.465% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 8,383 | $802K | 0.6% | +6.3% | 0.031% | |
| 4/26/2024 | Bellevue Asset Management LLC | 2,974 | $284K | 0.2% | -14.9% | 0.011% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 1,950 | $187K | 0.0% | N/A | 0.007% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 12,037 | $1.15M | 0.1% | +14.3% | 0.044% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 5,377 | $514K | 0.1% | +57.9% | 0.020% | |
| 4/26/2024 | Meridian Wealth Management LLC | 3,555 | $340K | 0.1% | -6.1% | 0.013% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 5,261 | $503K | 0.3% | +3.5% | 0.019% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 97,511 | $9.33M | 0.0% | +8.9% | 0.356% | |
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| 4/24/2024 | Newbridge Financial Services Group Inc. | 531 | $51K | 0.0% | -73.3% | 0.002% | |
| 4/24/2024 | GDS Wealth Management | 148,294 | $14.18M | 1.7% | -1.6% | 0.541% | |
| 4/24/2024 | Spire Wealth Management | 546 | $52K | 0.0% | -24.1% | 0.002% | |
| 4/23/2024 | WASHINGTON TRUST Co | 256,799 | $24.56M | 0.9% | +1.4% | 0.937% | |
| 4/23/2024 | Fifth Third Bancorp | 1,100 | $105K | 0.0% | -44.6% | 0.004% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 86,705 | $8.29M | 0.0% | -12.5% | 0.316% | |
| 4/22/2024 | HF Advisory Group LLC | 5,070 | $485K | 0.3% | +2.9% | 0.019% | |
| 4/22/2024 | Raymond James & Associates | 92,612 | $8.86M | 0.0% | +17.1% | 0.338% | |
| 4/20/2024 | Kesler Norman & Wride LLC | 4,237 | $405K | 0.1% | +38.5% | 0.015% | |
| 4/19/2024 | Wealthstar Advisors LLC | 21,037 | $2.01M | 0.7% | +22.2% | 0.077% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 2,181 | $209K | 0.0% | N/A | 0.008% | |
| 4/16/2024 | Stillwater Capital Advisors LLC | 56,283 | $5.38M | 0.8% | -10.6% | 0.205% | |
| 4/16/2024 | Touchstone Capital Inc. | 2,837 | $271K | 0.3% | N/A | 0.010% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 9,434 | $902K | 0.0% | -2.1% | 0.034% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 5,857 | $560K | 0.0% | +30.6% | 0.021% | |
| 4/15/2024 | Cascade Wealth Advisors Inc | 8,280 | $750K | 0.6% | N/A | 0.030% | |
| 4/15/2024 | Brookstone Capital Management | 58,953 | $5.64M | 0.1% | +812.2% | 0.243% | |
| 4/15/2024 | West Paces Advisors Inc. | 295 | $28K | 0.0% | -46.4% | 0.001% | |
| 4/13/2024 | Retirement Planning Group LLC | 2,581 | $247K | 0.0% | N/A | 0.011% | |
| 4/12/2024 | Central Valley Advisors LLC | 6,927 | $663K | 0.3% | -38.6% | 0.029% | |
| 4/12/2024 | Global Trust Asset Management LLC | 335 | $32K | 0.0% | +81.1% | 0.001% | |
| 4/11/2024 | Matthew Goff Investment Advisor LLC | 9,845 | $942K | 0.2% | +4.2% | 0.041% | |
| 4/10/2024 | Park Avenue Securities LLC | 2,235 | $214K | 0.0% | N/A | 0.009% | |
| 4/10/2024 | EWG Elevate Inc. | 40,183 | $3.84M | 1.5% | N/A | 0.166% | |
| 4/8/2024 | Atlas Brown Inc. | 3,071 | $294K | 0.1% | +13.5% | 0.013% | |
| 4/5/2024 | NBC Securities Inc. | 2,098 | $211K | 0.0% | -20.5% | 0.009% | |
| 4/5/2024 | CWM LLC | 4,030 | $385K | 0.0% | +5.0% | 0.017% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 1,986 | $170K | 0.1% | +11.3% | 0.008% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 26,680 | $2.28M | 0.0% | -7.0% | 0.110% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 7,414 | $633K | 0.0% | -4.9% | 0.031% | |
| 3/5/2024 | Fisher Asset Management LLC | 2,197,593 | $187.70M | 0.1% | -2.0% | 9.062% | |
| 3/1/2024 | Creekmur Asset Management LLC | 4,456 | $381K | 0.1% | N/A | 0.018% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 676,305 | $57.76M | 0.0% | -5.8% | 2.789% | |
| 2/15/2024 | Pettyjohn Wood & White Inc. | 38,117 | $3.26M | 0.7% | -2.5% | 0.157% | |
| 2/14/2024 | XML Financial LLC | 102,479 | $8.75M | 0.9% | +3.7% | 0.423% | |
| 2/14/2024 | Connectus Wealth LLC | 82,130 | $7.03M | 0.1% | N/A | 0.339% | |
| 2/13/2024 | Angeles Wealth Management LLC | 913 | $78K | 0.0% | N/A | 0.004% | |
| 2/13/2024 | Keeley Teton Advisors LLC | 6,899 | $589K | 0.1% | -5.6% | 0.028% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 111,391 | $9.51M | 0.1% | +0.6% | 0.459% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 17,482 | $1.49M | 0.0% | -0.8% | 0.072% | |
| 2/12/2024 | Scotia Capital Inc. | 139,858 | $11.94M | 0.1% | -2.2% | 0.577% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 3,378 | $288K | 0.0% | N/A | 0.014% | |
| 2/12/2024 | Stifel Financial Corp | 80,228 | $6.85M | 0.0% | -0.5% | 0.331% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 4,696 | $401K | 0.0% | +8.8% | 0.019% | |
| 2/12/2024 | Wulff Hansen & CO. | 2,775 | $237K | 0.3% | -15.5% | 0.011% | |
| 2/12/2024 | Mitchell Sinkler & Starr PA | 780 | $67K | 0.0% | N/A | 0.003% | |
| 2/12/2024 | Parallel Advisors LLC | 302 | $26K | 0.0% | -31.4% | 0.001% | |
| 2/12/2024 | Hsbc Holdings PLC | 14,750 | $1.26M | 0.0% | N/A | 0.061% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 2,516 | $215K | 0.0% | N/A | 0.010% | |
| 2/9/2024 | Advisory Services Network LLC | 46,864 | $4.00M | 0.1% | +9.7% | 0.193% | |
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| 2/9/2024 | HCR Wealth Advisors | 3,928 | $336K | 0.1% | N/A | 0.016% | |
| 2/9/2024 | FineMark National Bank & Trust | 2,625 | $224K | 0.0% | N/A | 0.011% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 89,502 | $7.64M | 0.0% | +31.4% | 0.369% | |
| 2/9/2024 | Balboa Wealth Partners | 15,510 | $1.33M | 0.4% | N/A | 0.064% | |
| 2/9/2024 | Central Valley Advisors LLC | 11,275 | $963K | 0.6% | N/A | 0.046% | |
| 2/9/2024 | Corient Private Wealth LLC | 18,760 | $1.60M | 0.0% | +13.4% | 0.077% | |
| 2/9/2024 | Wells Fargo & Company MN | 323,085 | $27.60M | 0.0% | -14.6% | 1.332% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 2,729 | $233K | 0.0% | N/A | 0.011% | |
| 2/9/2024 | UBS Group AG | 369,733 | $31.58M | 0.0% | +9.7% | 1.525% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 26,680 | $2.28M | 0.0% | -7.0% | 0.110% | |
