| 5/8/2024 | Cozad Asset Management Inc. | 14,663 | $1.32M | 0.1% | +26.3% | 0.009% | |
| 5/8/2024 | MAI Capital Management | 240,459 | $21.62M | 0.2% | -5.5% | 0.143% | |
| 5/8/2024 | Sheets Smith Wealth Management | 10,981 | $987K | 0.1% | +6.4% | 0.007% | |
| 5/8/2024 | Ethos Financial Group LLC | 189,532 | $17.04M | 3.2% | +0.2% | 0.112% | |
| 5/8/2024 | Bleakley Financial Group LLC | 14,201 | $1.28M | 0.0% | +1.0% | 0.008% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 106,711 | $9.59M | 0.1% | +6.2% | 0.063% | |
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| 5/8/2024 | US Bancorp DE | 15,571 | $1.40M | 0.0% | +3.9% | 0.009% | |
| 5/8/2024 | Trademark Financial Management LLC | 93,660 | $8.42M | 7.0% | -18.9% | 0.056% | |
| 5/8/2024 | Tranquility Partners LLC | 58,397 | $5.25M | 2.0% | +1.1% | 0.035% | |
| 5/8/2024 | Keeler Thomas Management LLC | 13,071 | $1.18M | 0.4% | +27.8% | 0.008% | |
| 5/8/2024 | Inspire Advisors LLC | 26,963 | $2.42M | 0.3% | -4.3% | 0.016% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 112,277 | $10.09M | 1.0% | -4.9% | 0.067% | |
| 5/7/2024 | Anson Capital Inc. | 43,028 | $3.87M | 5.6% | +4.6% | 0.026% | |
| 5/7/2024 | Sfmg LLC | 578,497 | $52.01M | 4.5% | -2.2% | 0.343% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 15,160 | $1.36M | 0.1% | +40.2% | 0.009% | |
| 5/7/2024 | WealthPLAN Partners LLC | 173,013 | $15.55M | 1.6% | -3.9% | 0.103% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 118,341 | $10.64M | 0.2% | +10.1% | 0.070% | |
| 5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 769,035 | $69.14M | 4.1% | +9.5% | 0.456% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 77,692 | $6.98M | 0.0% | +10.4% | 0.046% | |
| 5/6/2024 | CFO4Life Group LLC | 4,847 | $436K | 0.1% | +90.2% | 0.003% | |
| 5/6/2024 | MGB Wealth Management LLC | 7,256 | $651K | 0.3% | +7.8% | 0.004% | |
| 5/6/2024 | Davidson Capital Management Inc. | 687,740 | $61.83M | 19.9% | +0.5% | 0.408% | |
| 5/6/2024 | VitalStone Financial LLC | 42,728 | $3.84M | 2.9% | -5.6% | 0.025% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 335,344 | $30.15M | 1.4% | +1.2% | 0.199% | |
| 5/4/2024 | DAVENPORT & Co LLC | 232,294 | $20.88M | 0.1% | +34.1% | 0.138% | |
| 5/4/2024 | 9258 Wealth Management LLC | 23,714 | $2.13M | 0.3% | +7.7% | 0.014% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 224,535 | $20.19M | 1.5% | -7.6% | 0.133% | |
| 5/4/2024 | Csenge Advisory Group | 17,893 | $1.61M | 0.1% | -9.0% | 0.011% | |
| 5/3/2024 | Clarity Capital Partners LLC | 4,511 | $406K | 0.3% | -66.5% | 0.003% | |
| 5/3/2024 | Larson Financial Group LLC | 11,868 | $1.07M | 0.1% | -6.5% | 0.007% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 47,181 | $4.24M | 0.3% | +5.1% | 0.028% | |
| 5/3/2024 | Boomfish Wealth Group LLC | 79,596 | $7.16M | 4.8% | -0.7% | 0.047% | |
| 5/3/2024 | United Community Bank | 18,890 | $1.70M | 0.7% | +364.1% | 0.011% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 18,588 | $1.67M | 0.7% | -1.4% | 0.011% | |
| 5/2/2024 | Mutual Advisors LLC | 45,469 | $4.09M | 0.1% | +13.8% | 0.027% | |
| 5/2/2024 | Smart Money Group LLC | 330,399 | $28.23M | 11.1% | -4.1% | 0.196% | |
| 5/2/2024 | Salomon & Ludwin LLC | 400 | $36K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 55,880 | $5.00M | 1.9% | -4.5% | 0.033% | |
| 5/2/2024 | Farrow Financial Inc. | 102,742 | $9.24M | 6.5% | +1.5% | 0.061% | |
| 5/2/2024 | Centerpoint Advisors LLC | 616 | $55K | 0.0% | N/A | 0.000% | |
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| 5/2/2024 | Lionsbridge Wealth Management LLC | 79,291 | $7.13M | 5.5% | +36.0% | 0.047% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 1,200 | $108K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Gilbert & Cook Inc. | 8,212 | $738K | 0.1% | -11.0% | 0.005% | |
| 5/2/2024 | Lincoln National Corp | 46,503 | $4.18M | 0.1% | +30.8% | 0.028% | |
| 5/2/2024 | Mendel Money Management | 2,685 | $241K | 0.1% | N/A | 0.002% | |
| 5/2/2024 | Darrow Company Inc. | 172,066 | $15.47M | 10.1% | +5.1% | 0.102% | |
| 5/2/2024 | Cross Staff Investments Inc | 23,704 | $2.13M | 1.8% | +1.0% | 0.014% | |
| 5/1/2024 | Tanager Wealth Management LLP | 420,291 | $37.78M | 6.1% | +6.5% | 0.249% | |
| 5/1/2024 | StoneX Group Inc. | 41,612 | $3.74M | 0.4% | +0.9% | 0.025% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 246,674 | $22.18M | 0.1% | +17.3% | 0.146% | |
| 5/1/2024 | Mission Wealth Management LP | 163,386 | $14.69M | 0.4% | +2,365.1% | 0.097% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 77,505 | $6.97M | 3.6% | +2,017.0% | 0.046% | |
| 5/1/2024 | McCarthy & Cox | 51,804 | $4.66M | 1.8% | N/A | 0.031% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 380,157 | $34.18M | 0.4% | +0.4% | 0.226% | |
| 4/30/2024 | Private Advisor Group LLC | 714,172 | $64.20M | 0.5% | +26.2% | 0.424% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 20,523 | $1.85M | 0.1% | +3.2% | 0.012% | |
| 4/30/2024 | Hartline Investment Corp | 23,656 | $2.13M | 0.4% | N/A | 0.014% | |
| 4/30/2024 | Concord Wealth Partners | 13,600 | $1.22M | 0.2% | +10.6% | 0.008% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 8,070 | $726K | 0.2% | +37.5% | 0.005% | |
| 4/30/2024 | Perigon Wealth Management LLC | 58,685 | $5.28M | 0.2% | +277.6% | 0.035% | |
| 4/30/2024 | M3 Advisory Group LLC | 10,610 | $954K | 0.9% | +11.1% | 0.006% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 11,960 | $1.07M | 0.6% | +4.1% | 0.007% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 2,459,308 | $221.09M | 0.4% | +5.1% | 1.459% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 3,443 | $310K | 0.0% | +11.1% | 0.002% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,584 | $1.13M | 0.0% | +14.3% | 0.007% | |
| 4/29/2024 | Aspire Wealth Management Corp | 102,600 | $9.22M | 5.6% | +5.3% | 0.061% | |
| 4/29/2024 | Paragon Advisors LLC | 29,144 | $2.62M | 1.1% | +64.2% | 0.017% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 135,746 | $11.68M | 2.1% | -9.1% | 0.081% | |
| 4/29/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 8,241 | $741K | 0.1% | +11.5% | 0.005% | |
| 4/29/2024 | Fiduciary Planning LLC | 110,708 | $9.95M | 3.8% | +2.6% | 0.066% | |
| 4/26/2024 | Planned Solutions Inc. | 296,303 | $26.64M | 13.1% | +0.6% | 0.176% | |
| 4/26/2024 | Acorn Wealth Advisors LLC | 72,692 | $6.54M | 3.4% | +13.8% | 0.043% | |
| 4/26/2024 | JNBA Financial Advisors | 790,994 | $71.11M | 7.5% | +3.1% | 0.469% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 99,692 | $8.96M | 0.8% | +15.6% | 0.059% | |
| 4/26/2024 | SFG Wealth Management LLC. | 34,286 | $3.08M | 1.8% | -30.5% | 0.020% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 2,508,489 | $225.52M | 5.1% | N/A | 1.487% | |
| 4/26/2024 | MONECO Advisors LLC | 2,655 | $239K | 0.0% | -24.2% | 0.002% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 4,598 | $413K | 0.0% | +36.1% | 0.003% | |
| 4/25/2024 | Allworth Financial LP | 218,959 | $19.68M | 0.1% | +45.0% | 0.130% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 15,352 | $1.38M | 0.2% | +226.8% | 0.009% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 46,517 | $4.18M | 0.4% | -16.3% | 0.028% | |
| 4/25/2024 | Triumph Capital Management | 21,941 | $1.96M | 0.8% | +12.4% | 0.013% | |
| 4/25/2024 | Eudaimonia Partners LLC | 36,578 | $3.29M | 0.8% | +9.7% | 0.022% | |
| 4/25/2024 | Randolph Co Inc | 6,700 | $602K | 0.1% | -13.7% | 0.004% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 923,097 | $82.99M | 0.3% | -0.2% | 0.547% | |
| 4/24/2024 | Private Trust Co. NA | 11,210 | $1.01M | 0.1% | -5.5% | 0.007% | |
| 4/24/2024 | PSI Advisors LLC | 11,306 | $1.02M | 0.4% | +44.4% | 0.007% | |
| 4/24/2024 | Patton Albertson Miller Group LLC | 188,140 | $16.91M | 2.5% | +42.3% | 0.112% | |
| 4/24/2024 | Wolff Financial Management LLC | 4,713 | $424K | 0.1% | -4.4% | 0.003% | |
| 4/24/2024 | Activest Wealth Management | 251,726 | $22.63M | 10.9% | +3.2% | 0.149% | |
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| 4/24/2024 | Newbridge Financial Services Group Inc. | 7,940 | $714K | 0.3% | -3.2% | 0.005% | |
| 4/24/2024 | Smith Anglin Financial LLC | 189,208 | $17.01M | 1.8% | -7.3% | 0.112% | |
| 4/24/2024 | Simplicity Wealth LLC | 16,803 | $1.51M | 0.0% | +610.5% | 0.010% | |
| 4/24/2024 | Archford Capital Strategies LLC | 123,780 | $11.13M | 1.9% | -5.7% | 0.073% | |
| 4/24/2024 | Spire Wealth Management | 4,850 | $436K | 0.0% | +2.8% | 0.003% | |
| 4/24/2024 | Buttonwood Financial Advisors Inc. | 194,827 | $17.52M | 8.2% | +5.0% | 0.115% | |
| 4/24/2024 | Essex Financial Services Inc. | 53,191 | $4.78M | 0.4% | +81.2% | 0.032% | |
| 4/23/2024 | IRON Financial LLC | 43,918 | $3.95M | 2.2% | -3.9% | 0.026% | |
| 4/23/2024 | Lunt Capital Management Inc. | 21,121 | $1.90M | 0.9% | +9.6% | 0.013% | |
| 4/23/2024 | James J. Burns & Company LLC | 54,125 | $4.78M | 1.7% | -31.2% | 0.032% | |
