| 5/31/2024 | First Citizens Financial Corp | 18,555 | $941K | 0.6% | -12.3% | 0.036% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 33,204 | $1.69M | 0.2% | -6.2% | 0.064% | |
| 5/24/2024 | Cetera Advisors LLC | 33,953 | $1.72M | 0.0% | +51.8% | 0.066% | |
| 5/24/2024 | Cetera Investment Advisers | 118,712 | $6.02M | 0.0% | +484.3% | 0.230% | |
| 5/21/2024 | Atria Investments Inc | 32,523 | $1.65M | 0.0% | N/A | 0.063% | |
| 5/17/2024 | Clear Point Advisors Inc. | 37,667 | $1.91M | 1.6% | -2.4% | 0.073% | |
|
| 5/16/2024 | Ancora Advisors LLC | 26,586 | $1.35M | 0.0% | +4.6% | 0.051% | |
| 5/16/2024 | Vawter Financial Ltd. | 64,492 | $3.27M | 2.4% | -20.1% | 0.125% | |
| 5/16/2024 | Captrust Financial Advisors | 344,896 | $17.50M | 0.1% | -6.2% | 0.667% | |
| 5/15/2024 | SVB Wealth LLC | 104,379 | $5.30M | 0.1% | -13.4% | 0.202% | |
| 5/15/2024 | Evergreen Wealth Solutions LLC | 27,571 | $1.40M | 1.0% | -37.9% | 0.053% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 55,725 | $2.83M | 0.2% | -11.1% | 0.108% | |
| 5/15/2024 | BOKF NA | 10,566 | $535K | 0.0% | N/A | 0.020% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 87,190 | $4.42M | 0.1% | +57.0% | 0.169% | |
| 5/14/2024 | EP Wealth Advisors LLC | 82,325 | $4.18M | 0.0% | -18.8% | 0.159% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,403 | $376K | 0.0% | N/A | 0.014% | |
| 5/13/2024 | Bessemer Group Inc. | 4,120 | $209K | 0.0% | N/A | 0.008% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 32,795 | $1.66M | 0.3% | -40.4% | 0.064% | |
| 5/10/2024 | Osaic Holdings Inc. | 382,724 | $19.42M | 0.0% | -3.3% | 0.742% | |
| 5/10/2024 | Capital Management Corp VA | 89,866 | $4.56M | 0.9% | -0.5% | 0.174% | |
| 5/10/2024 | First Foundation Advisors | 46,152 | $2.34M | 0.1% | -47.7% | 0.090% | |
| 5/10/2024 | Nwam LLC | 10,283 | $521K | 0.0% | -50.3% | 0.020% | |
| 5/9/2024 | Blair William & Co. IL | 3,650 | $185K | 0.0% | -10.4% | 0.007% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 148,216 | $7.52M | 0.1% | -7.2% | 0.288% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 100,595 | $5.10M | 0.2% | -15.0% | 0.195% | |
| 5/9/2024 | BHK Investment Advisors LLC | 6,000 | $304K | 0.1% | N/A | 0.012% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 6,306 | $320K | 0.0% | N/A | 0.012% | |
| 5/8/2024 | Paladin Advisory Group LLC | 33,395 | $1.69M | 1.3% | +9.7% | 0.065% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 81,192 | $4.12M | 0.0% | +32.1% | 0.158% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 9,040 | $459K | 0.0% | N/A | 0.018% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 8,337 | $423K | 0.0% | +27.1% | 0.016% | |
| 5/7/2024 | Significant Wealth Partners LLC | 6,889 | $350K | 0.2% | N/A | 0.013% | |
| 5/7/2024 | PFG Advisors | 6,993 | $355K | 0.0% | +3.8% | 0.014% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 4,231 | $215K | 0.2% | -33.3% | 0.008% | |
| 5/7/2024 | Insight Advisors LLC PA | 36,340 | $1.84M | 0.4% | +322.0% | 0.070% | |
| 5/6/2024 | CFO4Life Group LLC | 231,508 | $11.75M | 2.1% | +25.5% | 0.449% | |
| 5/3/2024 | Callan Capital LLC | 77,897 | $3.95M | 0.3% | -43.5% | 0.151% | |
| 5/2/2024 | Mutual Advisors LLC | 52,158 | $2.65M | 0.1% | +10.9% | 0.101% | |
| 5/2/2024 | Paradigm Strategies in Wealth Management LLC | 67,191 | $3.41M | 2.1% | +27.1% | 0.130% | |
| 5/2/2024 | Salomon & Ludwin LLC | 144,683 | $7.35M | 0.6% | N/A | 0.281% | |
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| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 347,035 | $17.61M | 0.4% | -30.8% | 0.673% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 12,996 | $659K | 0.2% | +6.9% | 0.025% | |
| 5/2/2024 | Financial Counselors Inc. | 4,182 | $212K | 0.0% | N/A | 0.008% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 21,653 | $1.10M | 0.2% | +11.2% | 0.042% | |
| 5/2/2024 | Thompson Davis & CO. Inc. | 12,075 | $613K | 0.4% | +66.6% | 0.023% | |
| 5/2/2024 | PDS Planning Inc | 143,193 | $7.27M | 0.8% | -3.4% | 0.278% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 729,135 | $37.00M | 3.2% | +7.4% | 1.414% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 25,865 | $1.31M | 0.0% | -18.9% | 0.050% | |
| 5/1/2024 | BNP Paribas Financial Markets | 14,523 | $737K | 0.0% | +362,975.0% | 0.028% | |
| 5/1/2024 | Klingman & Associates LLC | 49,496 | $2.51M | 0.2% | -35.5% | 0.096% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 10,101 | $513K | 0.1% | N/A | 0.020% | |
| 5/1/2024 | Mission Wealth Management LP | 8,907 | $452K | 0.0% | -9.0% | 0.017% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 613,011 | $31.10M | 4.7% | -3.6% | 1.189% | |
| 5/1/2024 | Starfox Financial Services LLC | 15,547 | $787K | 0.7% | -4.0% | 0.030% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 144,106 | $7.31M | 0.1% | -21.7% | 0.280% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 11,281 | $572K | 0.1% | +26.9% | 0.022% | |
| 4/30/2024 | Private Advisor Group LLC | 80,008 | $4.06M | 0.0% | +191.5% | 0.155% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 5,710 | $290K | 0.0% | -4.6% | 0.011% | |
| 4/30/2024 | HB Wealth Management LLC | 131,073 | $6.65M | 0.1% | -13.8% | 0.254% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 9,735 | $494K | 0.2% | -5.0% | 0.019% | |
| 4/30/2024 | Perigon Wealth Management LLC | 91,824 | $4.66M | 0.1% | +1.6% | 0.178% | |
| 4/30/2024 | SkyOak Wealth LLC | 62,236 | $3.16M | 0.8% | +38.0% | 0.121% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 270,117 | $13.71M | 0.0% | -11.2% | 0.524% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 17,129 | $869K | 0.1% | +5.0% | 0.033% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 8,240 | $418K | 0.0% | +15.4% | 0.016% | |
| 4/29/2024 | RWA Wealth Partners LLC | 9,117 | $463K | 0.0% | -18.5% | 0.018% | |
| 4/29/2024 | Yarger Wealth Strategies LLC | 6,021 | $306K | 0.2% | N/A | 0.012% | |
| 4/27/2024 | Weatherly Asset Management L. P. | 566,112 | $28.73M | 2.8% | -1.0% | 1.098% | |
| 4/26/2024 | JNBA Financial Advisors | 17,040 | $865K | 0.1% | -16.9% | 0.033% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 42,196 | $2.14M | 0.2% | +0.5% | 0.082% | |
| 4/26/2024 | ZWJ Investment Counsel Inc. | 79,575 | $4.04M | 0.2% | -16.2% | 0.154% | |
| 4/26/2024 | SFG Wealth Management LLC. | 4,322 | $219K | 0.1% | N/A | 0.008% | |
| 4/26/2024 | MONECO Advisors LLC | 4,237 | $215K | 0.0% | N/A | 0.008% | |
| 4/26/2024 | Robinson Smith Wealth Advisors LLC | 36,796 | $1.87M | 1.8% | +6.5% | 0.071% | |
| 4/25/2024 | Presidio Capital Management LLC | 10,927 | $554K | 0.4% | N/A | 0.021% | |
| 4/25/2024 | MFA Wealth Advisors LLC | 101,929 | $5.17M | 1.4% | +1.3% | 0.195% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 92,986 | $4.72M | 0.0% | +43.4% | 0.178% | |
| 4/24/2024 | Private Trust Co. NA | 36,239 | $1.84M | 0.2% | -7.5% | 0.069% | |
| 4/24/2024 | CENTRAL TRUST Co | 15,330 | $778K | 0.0% | -4.9% | 0.029% | |
| 4/24/2024 | 1900 Wealth Management LLC | 43,914 | $2.23M | 0.2% | -34.6% | 0.084% | |
| 4/24/2024 | Hartford Financial Management Inc. | 16,436 | $834K | 0.2% | -49.4% | 0.032% | |
| 4/24/2024 | Round Rock Advisors LLC | 10,893 | $553K | 0.1% | -21.4% | 0.021% | |
| 4/24/2024 | Simplicity Wealth LLC | 7,075 | $359K | 0.0% | N/A | 0.014% | |
| 4/24/2024 | Archford Capital Strategies LLC | 7,380 | $374K | 0.1% | -14.4% | 0.014% | |
| 4/24/2024 | Spire Wealth Management | 17,698 | $898K | 0.0% | -8.6% | 0.034% | |
| 4/24/2024 | Essex Financial Services Inc. | 19,912 | $1.01M | 0.1% | +6.9% | 0.038% | |
| 4/23/2024 | Bfsg LLC | 46,385 | $2.35M | 0.3% | -4.1% | 0.089% | |
| 4/23/2024 | Global Retirement Partners LLC | 54,687 | $2.78M | 0.1% | -44.5% | 0.105% | |
| 4/23/2024 | Mason & Associates Inc | 16,202 | $822K | 0.2% | -15.1% | 0.031% | |
| 4/23/2024 | Venturi Wealth Management LLC | 36,398 | $1.85M | 0.1% | +1.8% | 0.070% | |
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| 4/23/2024 | Masso Torrence Wealth Management Inc. | 14,105 | $716K | 0.4% | -35.4% | 0.027% | |
| 4/23/2024 | Principle Wealth Partners LLC | 329,504 | $16.72M | 1.3% | -9.6% | 0.632% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 60,011 | $3.05M | 0.0% | -47.4% | 0.115% | |
| 4/23/2024 | Sutton Place Investors LLC | 6,800 | $345K | 0.2% | -32.0% | 0.013% | |
| 4/22/2024 | Bristlecone Advisors LLC | 41,620 | $2.11M | 0.2% | +1.7% | 0.080% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 7,900 | $401K | 0.0% | -64.3% | 0.015% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 15,061 | $764K | 0.1% | -24.1% | 0.029% | |
| 4/22/2024 | Laurel Wealth Planning LLC | 27,999 | $1.42M | 0.9% | +12.5% | 0.054% | |
| 4/22/2024 | Raymond James & Associates | 181,114 | $9.19M | 0.0% | +2.4% | 0.347% | |
| 4/22/2024 | Eagle Bluffs Wealth Management LLC | 15,617 | $792K | 0.5% | +17.0% | 0.030% | |
