| 5/20/2024 | Bullseye Investment Management LLC | 2,586 | $221K | 0.1% | -24.4% | 0.002% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 27,077 | $2.32M | 0.2% | +1.1% | 0.026% | |
| 5/17/2024 | Comerica Bank | 38,357 | $3.29M | 0.0% | +1.0% | 0.037% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 73,637 | $6.31M | 1.2% | N/A | 0.070% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 88,314 | $7.56M | 0.2% | +79.4% | 0.084% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 4,308 | $360K | 0.1% | -7.2% | 0.004% | |
|
| 5/15/2024 | Manhattan West Asset Management LLC | 4,326 | $371K | 0.1% | N/A | 0.004% | |
| 5/15/2024 | Kestra Advisory Services LLC | 479,201 | $41.04M | 0.3% | +1.9% | 0.457% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 17,781 | $1.52M | 0.0% | +4.0% | 0.017% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,765 | $665K | 0.0% | N/A | 0.007% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,984 | $170K | 0.0% | N/A | 0.002% | |
| 5/11/2024 | Jacobi Capital Management LLC | 12,625 | $1.08M | 0.1% | -2.0% | 0.012% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,681,241 | $144.02M | 0.3% | -15.9% | 1.603% | |
| 5/10/2024 | TIAA Trust National Association | 3,803 | $326K | 0.0% | N/A | 0.004% | |
| 5/10/2024 | Wintrust Investments LLC | 101,075 | $8.66M | 0.8% | -0.4% | 0.096% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 273,485 | $22.30M | 4.1% | -1.3% | 0.261% | |
| 5/9/2024 | Delos Wealth Advisors LLC | 25,456 | $2.18M | 2.4% | +9.9% | 0.024% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 22,592 | $1.94M | 0.0% | +7.6% | 0.022% | |
| 5/9/2024 | Blair William & Co. IL | 9,446 | $809K | 0.0% | -4.5% | 0.009% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 209,281 | $17.93M | 0.6% | +13.6% | 0.200% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 83,819 | $7.18M | 0.2% | +6.1% | 0.080% | |
| 5/8/2024 | Cozad Asset Management Inc. | 35,352 | $3.03M | 0.3% | -12.2% | 0.034% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 266,330 | $22.81M | 0.2% | +5.0% | 0.255% | |
| 5/8/2024 | US Bancorp DE | 12,087 | $1.04M | 0.0% | -22.8% | 0.012% | |
| 5/8/2024 | Russell Investments Group Ltd. | 1,419 | $122K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Headlands Technologies LLC | 382 | $33K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 11,280 | $966K | 0.1% | -10.3% | 0.011% | |
| 5/7/2024 | Capital Square LLC | 9,073 | $777K | 0.5% | N/A | 0.009% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 285,903 | $24.49M | 1.0% | +20.5% | 0.273% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 66,034 | $5.66M | 1.6% | +2.0% | 0.063% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 131,231 | $11.24M | 0.2% | +0.1% | 0.125% | |
| 5/7/2024 | PFG Advisors | 131,215 | $11.24M | 0.8% | -3.0% | 0.125% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 90,446 | $7.75M | 0.0% | +5.0% | 0.086% | |
| 5/6/2024 | Advisory Alpha LLC | 161,782 | $13.86M | 0.6% | -5.3% | 0.154% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 32,607 | $2.79M | 0.1% | -3.0% | 0.031% | |
| 5/3/2024 | Clarity Capital Partners LLC | 3,121 | $267K | 0.2% | +4.3% | 0.003% | |
| 5/3/2024 | TFB Advisors LLC | 3,062 | $249K | 0.1% | N/A | 0.003% | |
| 5/3/2024 | Larson Financial Group LLC | 6,500 | $557K | 0.0% | -15.5% | 0.006% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 23,626 | $2.02M | 0.2% | +1.5% | 0.023% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 17,103 | $1.47M | 0.6% | -19.2% | 0.016% | |
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| 5/3/2024 | Integrity Financial Corp WA | 64,132 | $5.49M | 3.8% | -50.0% | 0.061% | |
| 5/2/2024 | Mutual Advisors LLC | 20,039 | $1.72M | 0.1% | +2.1% | 0.019% | |
| 5/2/2024 | Diversified LLC | 6,275 | $537K | 0.1% | N/A | 0.006% | |
| 5/2/2024 | Lincoln National Corp | 77,622 | $6.65M | 0.1% | +3.7% | 0.074% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 26,573 | $2.28M | 0.3% | +17.6% | 0.025% | |
| 5/1/2024 | Blackhawk Capital Partners LLC. | 13,727 | $1.18M | 0.7% | -9.1% | 0.013% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 272,118 | $23.31M | 0.1% | +0.5% | 0.259% | |
| 5/1/2024 | Avior Wealth Management LLC | 52,396 | $4.49M | 0.2% | -3.1% | 0.050% | |
| 5/1/2024 | ORBA Wealth Advisors L.L.C. | 53,463 | $4.58M | 2.5% | +1.2% | 0.051% | |
| 5/1/2024 | Diversify Advisory Services LLC | 9,046 | $769K | 0.0% | N/A | 0.009% | |
| 4/30/2024 | Private Advisor Group LLC | 1,247,143 | $106.82M | 0.8% | -1.4% | 1.189% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 35,865 | $3.07M | 0.2% | -0.8% | 0.034% | |
| 4/30/2024 | Hartline Investment Corp | 4,835 | $414K | 0.1% | N/A | 0.005% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 35,306 | $3.02M | 1.9% | +0.4% | 0.034% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 11,998 | $1.03M | 0.3% | -8.6% | 0.011% | |
| 4/30/2024 | Arkadios Wealth Advisors | 65,986 | $5.65M | 0.4% | -6.4% | 0.063% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,753,913 | $150.22M | 0.2% | -9.2% | 1.672% | |
| 4/29/2024 | Benjamin Edwards Inc. | 9,330 | $799K | 0.2% | -4.2% | 0.009% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 223,789 | $19.17M | 0.3% | +0.6% | 0.213% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 19,231 | $1.58M | 0.3% | -4.7% | 0.018% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 20,330 | $1.74M | 1.0% | N/A | 0.019% | |
| 4/26/2024 | JNBA Financial Advisors | 4,635 | $397K | 0.0% | -29.5% | 0.004% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 32,981 | $2.83M | 0.4% | +94.4% | 0.031% | |
| 4/26/2024 | Triton Wealth Management PLLC | 3,100 | $255K | 0.2% | -17.2% | 0.003% | |
| 4/25/2024 | Strategy Asset Managers LLC | 28,431 | $2.44M | 0.5% | -1.7% | 0.027% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 21,671 | $1.86M | 0.2% | -3.4% | 0.021% | |
| 4/25/2024 | Triumph Capital Management | 48,776 | $4.15M | 1.7% | -2.0% | 0.046% | |
| 4/25/2024 | MTM Investment Management LLC | 8,184 | $701K | 0.3% | -9.1% | 0.008% | |
| 4/25/2024 | Eudaimonia Partners LLC | 11,335 | $971K | 0.2% | +8.9% | 0.011% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 21,792 | $1.87M | 1.0% | +6.3% | 0.021% | |
| 4/25/2024 | Summit Financial LLC | 14,872 | $1.27M | 0.1% | +0.9% | 0.014% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,074,971 | $92.07M | 0.4% | -9.1% | 1.023% | |
| 4/24/2024 | Private Trust Co. NA | 17,486 | $1.50M | 0.2% | +6.9% | 0.017% | |
| 4/24/2024 | Simplicity Wealth LLC | 8,767 | $751K | 0.0% | N/A | 0.008% | |
| 4/24/2024 | Spire Wealth Management | 4,678 | $401K | 0.0% | -80.0% | 0.004% | |
| 4/24/2024 | Essex Financial Services Inc. | 40,041 | $3.43M | 0.3% | -1.4% | 0.038% | |
| 4/23/2024 | Wetzel Investment Advisors Inc. | 47,056 | $3.84M | 2.2% | +4.1% | 0.045% | |
| 4/23/2024 | Global Retirement Partners LLC | 31,100 | $2.66M | 0.1% | -71.2% | 0.030% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 24,942 | $2.14M | 1.2% | -8.1% | 0.024% | |
| 4/23/2024 | Cherry Creek Investment Advisors Inc. | 18,982 | $1.63M | 0.9% | -1.4% | 0.018% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 49,762 | $4.26M | 0.4% | +27.0% | 0.047% | |
| 4/23/2024 | TrueWealth Advisors LLC | 2,657 | $228K | 0.1% | -20.5% | 0.003% | |
| 4/23/2024 | Fifth Third Bancorp | 960 | $82K | 0.0% | -50.6% | 0.001% | |
| 4/23/2024 | Strategic Blueprint LLC | 61,619 | $5.28M | 0.4% | -1.1% | 0.059% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 3,216,435 | $275.49M | 0.4% | -5.9% | 3.055% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 12,955 | $1.11M | 0.1% | +120.1% | 0.012% | |
| 4/22/2024 | American Financial Advisors LLC | 395,157 | $33.85M | 4.8% | -0.5% | 0.375% | |
| 4/22/2024 | Nilsine Partners LLC | 107,918 | $9.24M | 1.3% | +1.2% | 0.102% | |
| 4/22/2024 | Centennial Wealth Advisory LLC | 2,466 | $211K | 0.1% | -21.7% | 0.002% | |
| 4/22/2024 | PFG Investments LLC | 9,567 | $819K | 0.0% | +169.1% | 0.009% | |
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| 4/22/2024 | Raymond James & Associates | 2,641,678 | $226.26M | 0.2% | -0.1% | 2.509% | |
| 4/22/2024 | Accordant Advisory Group Inc | 22,359 | $1.92M | 1.4% | N/A | 0.021% | |
| 4/22/2024 | Strategies Wealth Advisors LLC | 5,470 | $468K | 0.1% | N/A | 0.005% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 18,743 | $1.61M | 0.1% | +9.2% | 0.018% | |
| 4/22/2024 | American Institute for Advanced Investment Management LLP | 16,679 | $1.43M | 1.1% | -8.0% | 0.016% | |
| 4/19/2024 | Core Wealth Partners LLC | 3,366 | $288K | 0.2% | +28.2% | 0.003% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 4,763 | $408K | 0.0% | +47.3% | 0.005% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 33,692 | $2.89M | 0.2% | -1.1% | 0.032% | |
| 4/19/2024 | Kovack Advisors Inc. | 8,558 | $733K | 0.1% | -1.4% | 0.008% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 131,606 | $11.27M | 5.4% | -11.5% | 0.125% | |
