| 5/17/2024 | Kozak & Associates Inc. | 490 | $45K | 0.0% | N/A | 0.000% | |
| 5/17/2024 | Lumbard & Kellner LLC | 62,283 | $5.72M | 2.8% | -38.0% | 0.017% | |
| 5/17/2024 | Comerica Bank | 127,323 | $11.69M | 0.1% | -16.9% | 0.036% | |
| 5/16/2024 | Global Financial Private Client LLC | 15,177 | $1.39M | 0.6% | +43.1% | 0.004% | |
| 5/16/2024 | Captrust Financial Advisors | 6,902,393 | $633.64M | 2.1% | +6.6% | 1.938% | |
| 5/15/2024 | SVB Wealth LLC | 11,904 | $1.09M | 0.0% | -8.7% | 0.003% | |
|
| 5/15/2024 | Transcendent Capital Group LLC | 18,030 | $1.66M | 0.9% | -23.9% | 0.005% | |
| 5/15/2024 | Flow Traders U.S. LLC | 127,416 | $11.70M | 0.6% | +146.8% | 0.036% | |
| 5/14/2024 | Karpus Management Inc. | 5,000 | $459K | 0.0% | +2.6% | 0.001% | |
| 5/14/2024 | InterOcean Capital Group LLC | 3,849 | $353K | 0.0% | -9.4% | 0.001% | |
| 5/13/2024 | Rockport Wealth LLC | 2,286 | $209K | 0.1% | N/A | 0.001% | |
| 5/11/2024 | Covestor Ltd | 14,723 | $1.35M | 0.9% | -32.4% | 0.004% | |
| 5/10/2024 | J.Safra Asset Management Corp | 80,257 | $7.37M | 0.8% | +7.2% | 0.023% | |
| 5/9/2024 | Managed Asset Portfolios LLC | 199,475 | $18.31M | 2.7% | -26.4% | 0.056% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 98,545 | $9.05M | 3.8% | -26.8% | 0.028% | |
| 5/8/2024 | Advisors Preferred LLC | 48,470 | $4.43M | 0.7% | -2.4% | 0.014% | |
| 5/7/2024 | Pointe Capital Management LLC | 6,096 | $560K | 0.3% | +158.0% | 0.002% | |
| 5/7/2024 | Keating Investment Counselors Inc. | 53,280 | $4.89M | 1.6% | -14.2% | 0.015% | |
| 5/7/2024 | 49 Wealth Management LLC | 449,310 | $41.08M | 8.8% | +382.6% | 0.126% | |
| 5/6/2024 | VitalStone Financial LLC | 32,015 | $2.94M | 2.2% | -42.1% | 0.009% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 6,200 | $569K | 0.0% | N/A | 0.002% | |
| 5/4/2024 | Richardson Financial Services Inc. | 9,206 | $835K | 0.6% | +141.6% | 0.003% | |
| 5/3/2024 | United Community Bank | 5,233 | $479K | 0.2% | +77.8% | 0.001% | |
| 5/3/2024 | CapWealth Advisors LLC | 80,430 | $7.38M | 0.8% | +7.8% | 0.023% | |
| 5/2/2024 | Salomon & Ludwin LLC | 126,661 | $11.63M | 1.0% | +266.6% | 0.036% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 5,211 | $478K | 0.4% | N/A | 0.001% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 2,312 | $212K | 0.0% | -99.5% | 0.001% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 8,353 | $767K | 0.1% | +9.7% | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 176,116 | $16.17M | 0.0% | +49.0% | 0.049% | |
| 5/1/2024 | BNP Paribas Financial Markets | 121,010 | $11.11M | 0.0% | +60.2% | 0.034% | |
| 5/1/2024 | Precision Wealth Strategies LLC | 18,796 | $1.73M | 1.6% | +87.4% | 0.005% | |
| 5/1/2024 | Auour Investments LLC | 311,800 | $28.62M | 10.6% | -15.7% | 0.088% | |
| 4/30/2024 | MN Wealth Advisors LLC | 100,347 | $9.21M | 5.7% | +0.8% | 0.029% | |
| 4/30/2024 | Arkadios Wealth Advisors | 3,913 | $359K | 0.0% | -12.6% | 0.001% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 27,780 | $2.55M | 0.3% | +18.4% | 0.008% | |
| 4/29/2024 | Cornerstone Investment Partners LLC | 175,045 | $16.07M | 0.8% | +8.2% | 0.050% | |
| 4/27/2024 | Vigilare Wealth Management | 87,132 | $8.00M | 3.9% | -39.0% | 0.025% | |
| 4/26/2024 | Bogart Wealth LLC | 460 | $42K | 0.0% | N/A | 0.000% | |
| 4/25/2024 | Q3 Asset Management | 2,199 | $201K | 0.1% | -6.8% | 0.001% | |
| 4/25/2024 | Triumph Capital Management | 32,947 | $3.03M | 1.2% | -44.5% | 0.009% | |
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| 4/25/2024 | L.M. Kohn & Company | 98,921 | $9.08M | 2.6% | -22.6% | 0.028% | |
| 4/25/2024 | Eudaimonia Partners LLC | 63,922 | $5.87M | 1.4% | -26.3% | 0.018% | |
| 4/25/2024 | Argus Investors Counsel Inc. | 3,120 | $286K | 0.2% | N/A | 0.001% | |
| 4/25/2024 | Summit Financial LLC | 15,296 | $1.40M | 0.1% | +3.5% | 0.004% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,061,823 | $97.48M | 0.4% | +1.7% | 0.304% | |
| 4/24/2024 | Private Trust Co. NA | 28,446 | $2.61M | 0.3% | -6.4% | 0.008% | |
| 4/24/2024 | PSI Advisors LLC | 39,147 | $3.59M | 1.3% | -55.7% | 0.011% | |
| 4/24/2024 | Archford Capital Strategies LLC | 73,030 | $6.70M | 1.1% | +0.4% | 0.021% | |
| 4/24/2024 | Essex Financial Services Inc. | 6,431 | $590K | 0.1% | -6.1% | 0.002% | |
| 4/23/2024 | Wheelhouse Advisory Group LLC | 40,768 | $3.74M | 3.0% | +21.1% | 0.012% | |
| 4/23/2024 | Strategic Blueprint LLC | 78,193 | $7.18M | 0.5% | -31.5% | 0.022% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 4,469 | $410K | 0.0% | N/A | 0.001% | |
| 4/22/2024 | Sterling Investment Management LLC | 109,481 | $10.05M | 7.1% | -5.9% | 0.031% | |
| 4/22/2024 | Accordant Advisory Group Inc | 44,958 | $4.13M | 3.1% | N/A | 0.013% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 168,868 | $15.50M | 0.9% | +3.6% | 0.048% | |
| 4/18/2024 | AlphaMark Advisors LLC | 3,050 | $280K | 0.1% | -24.7% | 0.001% | |
| 4/18/2024 | Fifth Third Securities Inc. | 56,725 | $5.21M | 0.5% | -13.0% | 0.016% | |
| 4/17/2024 | Fiduciary Alliance LLC | 3,183 | $291K | 0.1% | -37.5% | 0.001% | |
| 4/17/2024 | Vicus Capital | 37,970 | $3.49M | 0.3% | N/A | 0.011% | |
| 4/16/2024 | Financial Management Professionals Inc. | 12,828 | $1.18M | 0.2% | -12.8% | 0.004% | |
| 4/16/2024 | Prairie Sky Financial Group LLC | 35,915 | $3.30M | 2.0% | -2.8% | 0.010% | |
| 4/15/2024 | Sunbelt Securities Inc. | 4,344 | $399K | 0.0% | -53.9% | 0.001% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 21,078 | $1.94M | 0.2% | +180.0% | 0.006% | |
| 4/12/2024 | Beacon Wealthcare LLC | 24,326 | $2.23M | 1.0% | -38.9% | 0.008% | |
| 4/12/2024 | Worth Asset Management LLC | 84,944 | $7.80M | 4.8% | +234.6% | 0.028% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 41,177 | $3.78M | 0.4% | +74.8% | 0.014% | |
| 4/12/2024 | AdvisorNet Financial Inc | 1,705 | $157K | 0.0% | -43.0% | 0.001% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 8,512 | $781K | 0.0% | +4.1% | 0.003% | |
| 4/9/2024 | Deane Retirement Strategies Inc. | 185,947 | $17.07M | 8.7% | -29.0% | 0.062% | |
| 4/9/2024 | Mather Group LLC. | 638 | $58K | 0.0% | N/A | 0.000% | |
| 4/8/2024 | Marion Wealth Management | 10,990 | $1.01M | 0.3% | N/A | 0.004% | |
| 4/5/2024 | NBC Securities Inc. | 396 | $36K | 0.0% | -33.9% | 0.000% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 13,580 | $1.25M | 0.1% | -51.1% | 0.005% | |
| 3/12/2024 | PVG Asset Management Corp | 59,597 | $5.45M | 26.3% | N/A | 0.020% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 2,602 | $238K | 0.1% | N/A | 0.001% | |
| 3/5/2024 | Fisher Asset Management LLC | 2,847 | $260K | 0.0% | +27.8% | 0.001% | |
| 3/4/2024 | Richardson Financial Services Inc. | 3,810 | $348K | 0.3% | N/A | 0.001% | |
| 3/1/2024 | Transcendent Capital Group LLC | 23,682 | $2.16M | 1.4% | N/A | 0.008% | |
| 2/20/2024 | Able Wealth Management LLC | 5,457 | $499K | 0.5% | N/A | 0.002% | |
| 2/20/2024 | Polen Capital Management LLC | 606,590 | $55.44M | 0.1% | N/A | 0.202% | |
| 2/20/2024 | Quarry LP | 21,850 | $2.00M | 0.3% | N/A | 0.007% | |
| 2/15/2024 | Parkwood LLC | 379,000 | $34.64M | 3.5% | N/A | 0.126% | |
| 2/14/2024 | VitalStone Financial LLC | 55,261 | $5.05M | 4.0% | -19.9% | 0.018% | |
| 2/14/2024 | Connectus Wealth LLC | 64,971 | $5.94M | 0.1% | -23.4% | 0.022% | |
| 2/14/2024 | Waterloo Capital L.P. | 66,794 | $6.10M | 1.0% | -30.4% | 0.022% | |
| 2/13/2024 | Karpus Management Inc. | 4,875 | $446K | 0.0% | +75.7% | 0.002% | |
| 2/13/2024 | Hirtle Callaghan & Co LLC | 4,208 | $385K | 0.0% | -9.4% | 0.001% | |
| 2/13/2024 | United Community Bank | 2,944 | $269K | 0.1% | -18.9% | 0.001% | |
| 2/12/2024 | Madison Asset Management LLC | 4,371 | $399K | 0.0% | N/A | 0.001% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 6,873 | $628K | 0.0% | -55.3% | 0.002% | |
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| 2/12/2024 | Lumbard & Kellner LLC | 100,486 | $9.18M | 5.3% | -0.5% | 0.034% | |
| 2/12/2024 | Parallel Advisors LLC | 5,558 | $508K | 0.0% | +14.9% | 0.002% | |
| 2/9/2024 | HCR Wealth Advisors | 15,930 | $1.46M | 0.2% | +38.6% | 0.005% | |
| 2/9/2024 | AXS Investments LLC | 15,000 | $1.37M | 0.3% | -73.2% | 0.005% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,044,267 | $95.44M | 0.4% | -38.1% | 0.348% | |
| 2/9/2024 | Tidemark LLC | 31,226 | $2.85M | 1.8% | N/A | 0.010% | |
| 2/9/2024 | InterOcean Capital Group LLC | 4,248 | $388K | 0.0% | N/A | 0.001% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 229,478 | $20.97M | 1.9% | +42.0% | 0.077% | |
| 2/9/2024 | L.M. Kohn & Company | 127,834 | $11.68M | 3.7% | +4.9% | 0.043% | |
| 2/8/2024 | Managed Asset Portfolios LLC | 270,967 | $24.76M | 3.8% | +39.3% | 0.090% | |
