| 5/31/2024 | Maxwell Wealth Strategies Inc. | 2,173 | $308K | 0.2% | N/A | 0.001% | |
| 5/30/2024 | Cambridge Trust Co. | 3,562 | $526K | 0.0% | -71.2% | 0.001% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 23,628 | $3.49M | 0.4% | +26.6% | 0.009% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 464,961 | $68.69M | 0.3% | +24.4% | 0.172% | |
| 5/24/2024 | Cetera Advisors LLC | 234,938 | $34.71M | 0.3% | +30.0% | 0.087% | |
| 5/24/2024 | Cetera Investment Advisers | 897,216 | $132.55M | 0.3% | +268.4% | 0.332% | |
|
| 5/24/2024 | Invst LLC | 2,956 | $433K | 0.1% | +56.4% | 0.001% | |
| 5/24/2024 | Dodds Wealth LLC | 20,512 | $3.03M | 1.2% | +9.2% | 0.008% | |
| 5/22/2024 | Orleans Capital Management Corp LA | 4,499 | $665K | 0.4% | -60.0% | 0.002% | |
| 5/22/2024 | Koesten Hirschmann & Crabtree INC. | 864 | $128K | 0.1% | +182.4% | 0.000% | |
| 5/22/2024 | Second Line Capital LLC | 4,671 | $690K | 0.2% | -31.4% | 0.002% | |
| 5/22/2024 | BigSur Wealth Management LLC | 38,160 | $5.64M | 1.8% | +118.7% | 0.014% | |
| 5/21/2024 | Atria Investments Inc | 116,507 | $17.21M | 0.2% | +8.6% | 0.043% | |
| 5/21/2024 | Sanibel Captiva Trust Company Inc. | 1,611 | $238K | 0.0% | -87.9% | 0.001% | |
| 5/20/2024 | Strategic Wealth Partners Ltd. | 1,751 | $259K | 0.0% | +18.6% | 0.001% | |
| 5/20/2024 | Pacific Center for Financial Services | 6,432 | $950K | 0.3% | +3.4% | 0.002% | |
| 5/17/2024 | Citizens Financial Group Inc. RI | 1,797 | $265K | 0.0% | +7.9% | 0.001% | |
| 5/17/2024 | Advisory Resource Group | 10,051 | $1.49M | 0.3% | +12.8% | 0.004% | |
| 5/17/2024 | Kozak & Associates Inc. | 72,701 | $10.62M | 2.9% | +7.7% | 0.027% | |
| 5/17/2024 | Tandem Capital Management Corp ADV | 1,375 | $203K | 0.1% | N/A | 0.001% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 4,035 | $596K | 0.1% | +2.6% | 0.001% | |
| 5/17/2024 | Beacon Capital Management LLC | 1,235 | $182K | 0.0% | +51.7% | 0.000% | |
| 5/17/2024 | Hancock Whitney Corp | 6,295 | $930K | 0.0% | -8.5% | 0.002% | |
| 5/17/2024 | Comerica Bank | 130,365 | $19.26M | 0.1% | -0.3% | 0.048% | |
| 5/17/2024 | Castleark Management LLC | 71,120 | $10.51M | 0.4% | N/A | 0.026% | |
| 5/16/2024 | Jane Street Group LLC | 30,053 | $4.44M | 0.0% | +728.4% | 0.011% | |
| 5/16/2024 | Global Financial Private Client LLC | 5,303 | $777K | 0.3% | +2.4% | 0.002% | |
| 5/16/2024 | Innova Wealth Partners | 33,553 | $4.96M | 3.8% | +1.5% | 0.012% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 85,891 | $12.69M | 0.3% | -10.1% | 0.032% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 363,263 | $53.67M | 1.7% | N/A | 0.134% | |
| 5/16/2024 | Prudent Investors Network Inc. | 72,244 | $10.67M | 4.0% | N/A | 0.027% | |
| 5/16/2024 | BTG Pactual Global Asset Management Ltd | 16,422 | $2.43M | 0.4% | N/A | 0.006% | |
| 5/16/2024 | Benchmark Investment Advisors LLC | 2,105 | $311K | 0.2% | -98.7% | 0.001% | |
| 5/16/2024 | BlueCrest Capital Management Ltd | 25,781 | $3.81M | 0.2% | N/A | 0.010% | |
| 5/16/2024 | Waverly Advisors LLC | 32,763 | $4.84M | 0.1% | +997.2% | 0.012% | |
| 5/16/2024 | Captrust Financial Advisors | 161,759 | $23.90M | 0.1% | -2.8% | 0.060% | |
| 5/16/2024 | Zurich Insurance Group Ltd FI | 31,951 | $4.56M | 0.0% | -30.7% | 0.012% | |
| 5/16/2024 | Econ Financial Services Corp | 21,924 | $3.24M | 2.0% | +338.0% | 0.008% | |
| 5/15/2024 | Ascent Group LLC | 11,306 | $1.67M | 0.1% | -6.6% | 0.004% | |
| 5/15/2024 | SVB Wealth LLC | 7,424 | $1.10M | 0.0% | +2.7% | 0.003% | |
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| 5/15/2024 | Mount Yale Investment Advisors LLC | 34,130 | $5.04M | 0.4% | +4.3% | 0.013% | |
| 5/15/2024 | Talisman Wealth Advisors LLC | 5,966 | $881K | 1.1% | +12.5% | 0.002% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 8,481 | $1.25M | 0.3% | +43.1% | 0.003% | |
| 5/15/2024 | BOKF NA | 5,367 | $786K | 0.0% | +9.0% | 0.002% | |
| 5/15/2024 | Kestra Advisory Services LLC | 184,189 | $27.21M | 0.2% | +13.4% | 0.068% | |
| 5/15/2024 | Alpine Global Management LLC | 4,900 | $724K | 0.2% | N/A | 0.002% | |
| 5/15/2024 | 1832 Asset Management L.P. | 519,354 | $76.72M | 0.0% | +61.6% | 0.192% | |
| 5/15/2024 | Truvestments Capital LLC | 1,277 | $189K | 0.1% | -6.5% | 0.000% | |
| 5/15/2024 | Lodge Hill Capital LLC | 23,500 | $3.47M | 0.8% | N/A | 0.009% | |
| 5/14/2024 | JT Stratford LLC | 3,049 | $450K | 0.1% | +12.2% | 0.001% | |
| 5/14/2024 | Cadence Bank | 1,854 | $274K | 0.0% | -5.2% | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 12,681 | $1.87M | 0.1% | +155.7% | 0.005% | |
| 5/14/2024 | EP Wealth Advisors LLC | 373,810 | $55.22M | 0.6% | +3.7% | 0.138% | |
| 5/14/2024 | CreativeOne Wealth LLC | 17,146 | $2.53M | 0.1% | +49.8% | 0.006% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 1,483 | $219K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Crewe Advisors LLC | 3,671 | $542K | 0.1% | +6.3% | 0.001% | |
| 5/14/2024 | Natixis | 250,066 | $36.94M | 0.2% | -54.8% | 0.092% | |
| 5/14/2024 | InterOcean Capital Group LLC | 756,736 | $111.79M | 2.7% | -0.1% | 0.280% | |
| 5/14/2024 | Pitcairn Co. | 3,675 | $543K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 1,075 | $159K | 0.0% | +32.9% | 0.000% | |
| 5/14/2024 | Vaughan David Investments LLC IL | 14,947 | $2.21M | 0.1% | -17.6% | 0.006% | |
| 5/13/2024 | Bessemer Group Inc. | 1,411,073 | $208.46M | 0.4% | -50.7% | 0.521% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 2,519 | $372K | 0.1% | N/A | 0.001% | |
| 5/13/2024 | Cedar Wealth Management LLC | 10,865 | $1.61M | 0.5% | -3.9% | 0.004% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 2,305 | $341K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 7,833 | $1.16M | 0.0% | -1.2% | 0.003% | |
| 5/13/2024 | Alerus Financial NA | 17,873 | $2.64M | 0.2% | +1,005.3% | 0.007% | |
| 5/13/2024 | Rockport Wealth LLC | 20,809 | $3.06M | 1.1% | N/A | 0.008% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 593,073 | $87.62M | 2.5% | +1.6% | 0.219% | |
| 5/11/2024 | Davis R M Inc. | 1,450 | $214K | 0.0% | N/A | 0.001% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 2,031 | $300K | 0.2% | -46.2% | 0.001% | |
| 5/11/2024 | Covestor Ltd | 319 | $47K | 0.0% | +31.8% | 0.000% | |
| 5/11/2024 | Jacobi Capital Management LLC | 13,003 | $1.92M | 0.2% | -26.0% | 0.005% | |
| 5/11/2024 | Edgestream Partners L.P. | 20,502 | $3.03M | 0.2% | +10.9% | 0.008% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 1,635 | $242K | 0.1% | N/A | 0.001% | |
| 5/11/2024 | Patten & Patten Inc. TN | 41,462 | $6.13M | 0.4% | +11.1% | 0.015% | |
| 5/10/2024 | Osaic Holdings Inc. | 857,440 | $126.68M | 0.3% | -0.2% | 0.317% | |
| 5/10/2024 | TIAA Trust National Association | 26,184 | $3.87M | 0.0% | -3.4% | 0.010% | |
| 5/10/2024 | Cornerstone Advisors LLC | 24,400 | $3.61M | 0.1% | N/A | 0.009% | |
| 5/10/2024 | Spirepoint Private Client LLC | 11,102 | $1.64M | 0.2% | N/A | 0.004% | |
| 5/10/2024 | JPMorgan Chase & Co. | 14,150,320 | $2.09B | 0.2% | -3.6% | 5.229% | |
| 5/10/2024 | Councilmark Asset Management LLC | 1,700 | $251K | 0.2% | N/A | 0.001% | |
| 5/10/2024 | First Foundation Advisors | 2,003 | $296K | 0.0% | +29.1% | 0.001% | |
| 5/10/2024 | Banco Santander S.A. | 85,419 | $12.62M | 0.2% | +77.5% | 0.032% | |
| 5/10/2024 | J.Safra Asset Management Corp | 420,662 | $62.14M | 7.0% | -0.2% | 0.155% | |
| 5/10/2024 | Wintrust Investments LLC | 16,574 | $2.45M | 0.2% | +2.9% | 0.006% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 5,204 | $769K | 0.6% | -24.7% | 0.002% | |
| 5/10/2024 | GM Advisory Group LLC | 106,111 | $15.68M | 1.1% | +5,704.8% | 0.039% | |
| 5/10/2024 | Nwam LLC | 22,454 | $3.20M | 0.3% | +17.5% | 0.008% | |
| 5/10/2024 | Gruss & Co. LLC | 5,000 | $739K | 4.1% | +25.0% | 0.002% | |
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| 5/10/2024 | Banco BTG Pactual S.A. | 45,734 | $6.76M | 1.1% | N/A | 0.017% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 96,054 | $13.30M | 2.4% | -1.2% | 0.035% | |
| 5/9/2024 | Delos Wealth Advisors LLC | 22,909 | $3.38M | 3.8% | -35.3% | 0.008% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 31,492 | $4.65M | 0.3% | -12.9% | 0.012% | |
| 5/9/2024 | ProVise Management Group LLC | 12,641 | $1.87M | 0.2% | -10.4% | 0.005% | |
| 5/9/2024 | Private Portfolio Partners LLC | 15,052 | $2.22M | 0.5% | +6.5% | 0.006% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 62,308 | $9.21M | 0.1% | +26.0% | 0.023% | |
| 5/9/2024 | Blair William & Co. IL | 117,388 | $17.34M | 0.1% | +5.7% | 0.043% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 4,053 | $599K | 0.0% | +3.3% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 136,946 | $20.23M | 0.5% | -33.1% | 0.051% | |
