| 5/14/2024 | OLD Mission Capital LLC | 334,651 | $21.19M | 0.4% | +194.0% | 0.223% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 14,449 | $915K | 0.1% | -2.9% | 0.010% | |
| 5/14/2024 | Crewe Advisors LLC | 32,296 | $2.05M | 0.2% | +7.5% | 0.021% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 617,513 | $39.11M | 1.8% | -19.2% | 0.411% | |
| 5/13/2024 | Bessemer Group Inc. | 80,300 | $5.09M | 0.0% | -4.1% | 0.053% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 342,491 | $21.69M | 6.2% | +5.1% | 0.228% | |
|
| 5/13/2024 | O Shaughnessy Asset Management LLC | 19,913 | $1.26M | 0.0% | +15.1% | 0.013% | |
| 5/13/2024 | Rockport Wealth LLC | 39,650 | $2.51M | 0.9% | N/A | 0.026% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 4,949 | $313K | 0.0% | +12.2% | 0.003% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 4,031 | $255K | 0.1% | N/A | 0.003% | |
| 5/10/2024 | Osaic Holdings Inc. | 251,282 | $15.92M | 0.0% | -12.0% | 0.167% | |
| 5/10/2024 | Acadian Asset Management LLC | 77,200 | $4.89M | 0.0% | +93.7% | 0.051% | |
| 5/10/2024 | TIAA Trust National Association | 4,990,351 | $316.04M | 1.0% | +19.0% | 3.318% | |
| 5/10/2024 | Alera Investment Advisors LLC | 10,922 | $692K | 0.1% | -5.0% | 0.007% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 28,553 | $1.81M | 0.2% | -2.4% | 0.019% | |
| 5/10/2024 | Kabouter Management LLC | 141,932 | $8.99M | 37.9% | -80.4% | 0.094% | |
| 5/10/2024 | TCTC Holdings LLC | 659 | $42K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | Nwam LLC | 8,428 | $534K | 0.0% | -19.5% | 0.006% | |
| 5/10/2024 | Reston Wealth Management LLC | 29,399 | $1.86M | 0.8% | -7.1% | 0.020% | |
| 5/9/2024 | Brighton Jones LLC | 116,676 | $7.39M | 0.3% | -3.0% | 0.078% | |
| 5/9/2024 | Private Portfolio Partners LLC | 105,992 | $6.71M | 1.4% | +2.4% | 0.070% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 7,633 | $483K | 0.0% | +2.1% | 0.005% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 74,521 | $4.72M | 0.5% | -1.4% | 0.050% | |
| 5/9/2024 | MB Generational Wealth LLC | 11,265 | $713K | 0.6% | -34.8% | 0.007% | |
| 5/9/2024 | Interchange Capital Partners LLC | 16,548 | $1.07M | 0.7% | +12.3% | 0.011% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 1,426 | $90K | 0.1% | -26.3% | 0.001% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 32,438 | $2.05M | 1.5% | +12.2% | 0.022% | |
| 5/8/2024 | Foundation Wealth Management LLC | 35,800 | $2.27M | 1.8% | -7.4% | 0.024% | |
| 5/8/2024 | MAI Capital Management | 222,278 | $14.08M | 0.1% | +3.7% | 0.148% | |
| 5/8/2024 | Bleakley Financial Group LLC | 58,666 | $3.72M | 0.1% | +8.1% | 0.039% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 564,086 | $35.72M | 0.3% | +6.5% | 0.375% | |
| 5/8/2024 | US Bancorp DE | 110,755 | $7.01M | 0.0% | -0.5% | 0.074% | |
| 5/8/2024 | Russell Investments Group Ltd. | 415,778 | $26.33M | 0.0% | +57.1% | 0.276% | |
| 5/7/2024 | Meeder Asset Management Inc. | 46,103 | $2.92M | 0.2% | -10.8% | 0.031% | |
| 5/7/2024 | Pointe Capital Management LLC | 39,650 | $2.51M | 1.6% | +2.8% | 0.026% | |
| 5/7/2024 | Sei Investments Co. | 53,180 | $3.37M | 0.0% | +288.7% | 0.035% | |
| 5/7/2024 | Atomi Financial Group Inc. | 13,447 | $852K | 0.1% | +84.5% | 0.009% | |
| 5/7/2024 | Allegheny Financial Group LTD | 9,671 | $612K | 0.2% | -31.1% | 0.006% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 614 | $39K | 0.0% | +605.7% | 0.000% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 14,772 | $936K | 0.5% | +6.2% | 0.010% | |
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| 5/7/2024 | Windward Private Wealth Management Inc. | 16,828 | $1.07M | 0.4% | -11.9% | 0.011% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 34,302 | $2.17M | 0.0% | -80.2% | 0.023% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 13,620 | $863K | 0.0% | -4.1% | 0.009% | |
| 5/7/2024 | TAGStone Capital Inc. | 19,590 | $1.24M | 0.7% | +3.7% | 0.013% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 301,750 | $19.11M | 0.1% | +22.9% | 0.201% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 13,344 | $845K | 0.0% | -5.5% | 0.009% | |
| 5/3/2024 | FDx Advisors Inc. | 24,304 | $1.54M | 0.2% | -37.2% | 0.016% | |
| 5/3/2024 | Embree Financial Group | 9,291 | $588K | 0.1% | -10.0% | 0.006% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 42,653 | $2.70M | 0.1% | -15.4% | 0.028% | |
| 5/3/2024 | Larson Financial Group LLC | 174,125 | $11.03M | 0.9% | +37.1% | 0.116% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 50,126 | $3.18M | 0.2% | -1.0% | 0.033% | |
| 5/2/2024 | Mutual Advisors LLC | 22,169 | $1.40M | 0.0% | -6.6% | 0.015% | |
| 5/2/2024 | Financial Counselors Inc. | 26,481 | $1.68M | 0.0% | -26.6% | 0.018% | |
| 5/2/2024 | Graypoint LLC | 10,160 | $643K | 0.0% | -28.5% | 0.007% | |
| 5/2/2024 | Lwmg LLC | 69,645 | $4.41M | 1.0% | +9.8% | 0.046% | |
| 5/2/2024 | Quent Capital LLC | 86,749 | $5.49M | 0.6% | -8.1% | 0.058% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 551 | $35K | 0.0% | -39.3% | 0.000% | |
| 5/2/2024 | Lincoln National Corp | 97,918 | $6.20M | 0.1% | +6.6% | 0.065% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 82,867 | $5.25M | 0.3% | +37.5% | 0.055% | |
| 5/2/2024 | Choreo LLC | 393,356 | $24.91M | 0.6% | -6.9% | 0.262% | |
| 5/2/2024 | Family Firm Inc. | 23,947 | $1.52M | 0.4% | -2.6% | 0.016% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 5,424 | $344K | 0.1% | -6.6% | 0.004% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 11,657 | $738K | 0.0% | -57.4% | 0.008% | |
| 5/1/2024 | Fairhaven Wealth Management LLC | 122,377 | $7.75M | 2.7% | -6.6% | 0.081% | |
| 5/1/2024 | Klingman & Associates LLC | 186,938 | $11.84M | 0.8% | -0.6% | 0.124% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 5,962 | $378K | 0.0% | +25.2% | 0.004% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 13,632 | $863K | 0.1% | -47.1% | 0.009% | |
| 5/1/2024 | Avior Wealth Management LLC | 61,428 | $3.88M | 0.2% | -7.3% | 0.041% | |
| 5/1/2024 | Mission Wealth Management LP | 218,275 | $13.82M | 0.4% | +12.4% | 0.145% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 10,057 | $637K | 0.0% | -7.4% | 0.007% | |
| 4/30/2024 | Private Advisor Group LLC | 12,463 | $789K | 0.0% | -6.7% | 0.008% | |
| 4/30/2024 | TFC Financial Management Inc. | 4,302 | $272K | 0.0% | +8.2% | 0.003% | |
| 4/30/2024 | Vance Wealth Inc. | 46,362 | $2.94M | 1.2% | -1.0% | 0.031% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 12,506 | $792K | 0.2% | -1.3% | 0.008% | |
| 4/30/2024 | Perigon Wealth Management LLC | 43,888 | $2.78M | 0.1% | +17.8% | 0.029% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 250,470 | $15.86M | 0.0% | -1.7% | 0.167% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 24,773 | $1.57M | 0.0% | +12.6% | 0.016% | |
| 4/29/2024 | RWA Wealth Partners LLC | 34,845 | $2.21M | 0.0% | -69.6% | 0.023% | |
| 4/29/2024 | Harbor Advisory Corp MA | 70,900 | $4.49M | 1.5% | -1.6% | 0.047% | |
| 4/27/2024 | Fonville Wealth Management LLC | 62,831 | $3.98M | 1.8% | +13.9% | 0.042% | |
| 4/27/2024 | BayBridge Capital Group LLC | 13,793 | $842K | 0.7% | -3.9% | 0.009% | |
| 4/27/2024 | DORVAL Corp | 105,355 | $6.45M | 3.0% | +2.9% | 0.070% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 113,811 | $7.21M | 0.1% | -6.2% | 0.076% | |
| 4/26/2024 | UMB Bank n.a. | 67,329 | $4.26M | 0.1% | -7.1% | 0.045% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 10,535 | $667K | 0.0% | N/A | 0.007% | |
| 4/26/2024 | MONECO Advisors LLC | 10,591 | $671K | 0.1% | -32.4% | 0.007% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 196,214 | $12.43M | 1.0% | -7.0% | 0.130% | |
| 4/26/2024 | Bogart Wealth LLC | 766 | $49K | 0.0% | -95.7% | 0.001% | |
| 4/25/2024 | Bear Mountain Capital Inc. | 290,423 | $17.60M | 7.6% | -4.8% | 0.193% | |
| 4/25/2024 | Bank of New York Mellon Corp | 4,113,258 | $260.49M | 0.1% | -10.5% | 2.735% | |
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| 4/25/2024 | GFS Advisors LLC | 14,386 | $911K | 0.2% | -2.3% | 0.010% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 80,412 | $5.09M | 1.0% | +1.6% | 0.053% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 5,240 | $321K | 0.0% | -13.1% | 0.003% | |
| 4/25/2024 | Tilson Financial Group Inc. | 14,828 | $939K | 0.5% | -6.2% | 0.010% | |
| 4/25/2024 | Telos Capital Management Inc. | 47,205 | $2.99M | 0.3% | +3.7% | 0.031% | |
| 4/25/2024 | IFG Advisors LLC | 61,099 | $3.87M | 1.0% | +5.1% | 0.041% | |
| 4/25/2024 | Summit Financial LLC | 7,139 | $452K | 0.0% | -2.9% | 0.005% | |
| 4/24/2024 | Simplicity Wealth LLC | 58,666 | $3.72M | 0.1% | +1,458.2% | 0.039% | |
| 4/24/2024 | Gemmer Asset Management LLC | 3,402 | $215K | 0.0% | -9.6% | 0.002% | |
| 4/23/2024 | James J. Burns & Company LLC | 14,034 | $877K | 0.3% | -35.5% | 0.009% | |
