| 5/17/2024 | National Wealth Management Group LLC | 3,499 | $268K | 0.2% | +5.1% | 0.001% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 50,191 | $3.83M | 1.3% | +3.7% | 0.012% | |
| 5/17/2024 | Comerica Bank | 645,911 | $49.52M | 0.2% | -12.1% | 0.156% | |
| 5/16/2024 | Jane Street Group LLC | 183,731 | $14.09M | 0.0% | +3,242.4% | 0.044% | |
| 5/16/2024 | Redwood Investment Management LLC | 10,481 | $804K | 0.1% | -13.2% | 0.003% | |
| 5/16/2024 | Global Financial Private Client LLC | 14,593 | $1.11M | 0.5% | +1.5% | 0.004% | |
|
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 159,022 | $11.95M | 0.3% | +31.4% | 0.038% | |
| 5/16/2024 | Ancora Advisors LLC | 490,328 | $37.59M | 0.9% | -0.8% | 0.119% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 81,630 | $6.26M | 0.2% | N/A | 0.020% | |
| 5/16/2024 | Vawter Financial Ltd. | 107,428 | $8.24M | 6.0% | +2.3% | 0.026% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 7,053 | $538K | 0.2% | -32.5% | 0.002% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 105,192 | $9.10M | 0.1% | N/A | 0.025% | |
| 5/16/2024 | Captrust Financial Advisors | 2,758,460 | $209.97M | 0.7% | +10.8% | 0.667% | |
| 5/16/2024 | Waterford Advisors LLC | 146,563 | $11.24M | 4.8% | +10.5% | 0.035% | |
| 5/15/2024 | SVB Wealth LLC | 32,617 | $2.50M | 0.1% | -6.7% | 0.008% | |
| 5/15/2024 | Transcendent Capital Group LLC | 10,951 | $840K | 0.5% | +2.5% | 0.003% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 62,735 | $4.81M | 0.5% | +25.6% | 0.015% | |
| 5/15/2024 | BOKF NA | 26,774 | $2.04M | 0.0% | -7.3% | 0.006% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 4,748 | $364K | 0.0% | -12.1% | 0.001% | |
| 5/15/2024 | Linscomb Wealth Inc. | 5,683 | $436K | 0.0% | -2.5% | 0.001% | |
| 5/14/2024 | Biltmore Family Office LLC | 24,179 | $1.85M | 0.4% | -10.6% | 0.006% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 31,410 | $2.41M | 0.0% | +70.6% | 0.008% | |
| 5/14/2024 | JT Stratford LLC | 7,627 | $585K | 0.1% | +2.0% | 0.002% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 24,015 | $1.84M | 0.0% | +9.3% | 0.006% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 3,654 | $280K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 21,977 | $1.69M | 0.0% | -12.8% | 0.005% | |
| 5/14/2024 | OLD Mission Capital LLC | 236,228 | $18.11M | 0.3% | N/A | 0.057% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 4,518 | $346K | 0.2% | N/A | 0.001% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 798,292 | $61.21M | 2.3% | +0.5% | 0.193% | |
| 5/14/2024 | CreativeOne Wealth LLC | 365,280 | $28.01M | 1.1% | +10.8% | 0.088% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 58,902 | $4.52M | 1.8% | -50.2% | 0.014% | |
| 5/14/2024 | Andrews Lucia Wealth Management LLC | 14,772 | $1.13M | 0.8% | -4.1% | 0.004% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 3,443 | $264K | 0.0% | -61.8% | 0.001% | |
| 5/14/2024 | Northwest Wealth Management LLC | 36,939 | $2.83M | 0.8% | -9.0% | 0.009% | |
| 5/14/2024 | Leelyn Smith LLC | 4,073 | $312K | 0.1% | N/A | 0.001% | |
| 5/14/2024 | Tiemann Investment Advisors LLC | 10,585 | $812K | 0.4% | -3.2% | 0.003% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 49,387 | $3.79M | 0.2% | +0.3% | 0.012% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 41,695 | $3.20M | 0.8% | -91.0% | 0.010% | |
| 5/13/2024 | Bessemer Group Inc. | 15,450 | $1.18M | 0.0% | -85.2% | 0.004% | |
| 5/13/2024 | Hilltop Partners LLC | 2,840 | $218K | 0.1% | -21.7% | 0.001% | |
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| 5/13/2024 | O Shaughnessy Asset Management LLC | 14,799 | $1.14M | 0.0% | N/A | 0.004% | |
| 5/13/2024 | Rockport Wealth LLC | 7,930 | $608K | 0.2% | N/A | 0.002% | |
| 5/13/2024 | PAX Financial Group LLC | 69,082 | $5.30M | 1.1% | -0.9% | 0.017% | |
| 5/13/2024 | Secured Retirement Advisors LLC | 20,004 | $1.53M | 1.3% | +12.8% | 0.005% | |
| 5/11/2024 | Davis R M Inc. | 4,699 | $360K | 0.0% | -27.1% | 0.001% | |
| 5/11/2024 | Orion Capital Management LLC | 2,974 | $228K | 0.1% | +552.2% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,067,438 | $81.85M | 0.2% | -58.1% | 0.258% | |
| 5/10/2024 | TIAA Trust National Association | 323,826 | $24.83M | 0.1% | -5.3% | 0.078% | |
| 5/10/2024 | Vanguard Group Inc. | 255,919 | $19.62M | 0.0% | +54.7% | 0.062% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 4,665 | $356K | 0.0% | -24.9% | 0.001% | |
| 5/10/2024 | Kelman Lazarov Inc. | 205,632 | $15.77M | 3.1% | +6.9% | 0.050% | |
| 5/10/2024 | Motco | 10,097 | $774K | 0.0% | +8.3% | 0.002% | |
| 5/10/2024 | Truepoint Inc. | 5,726,702 | $439.07M | 12.5% | +3.4% | 1.385% | |
| 5/10/2024 | TCTC Holdings LLC | 47,394 | $3.63M | 0.1% | -7.3% | 0.011% | |
| 5/10/2024 | Cumberland Partners Ltd | 15,055 | $1.15M | 0.1% | +36.8% | 0.004% | |
| 5/10/2024 | Nwam LLC | 195,687 | $14.99M | 1.2% | -0.7% | 0.047% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 35,544 | $2.73M | 0.4% | -7.8% | 0.009% | |
| 5/9/2024 | ProVise Management Group LLC | 21,905 | $1.68M | 0.1% | -3.1% | 0.005% | |
| 5/9/2024 | Private Portfolio Partners LLC | 6,479 | $497K | 0.1% | +10.2% | 0.002% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 279,037 | $21.39M | 0.2% | +3.4% | 0.067% | |
| 5/9/2024 | Blair William & Co. IL | 404,151 | $30.99M | 0.1% | +10.4% | 0.098% | |
| 5/9/2024 | Maple Capital Management Inc. | 5,912 | $453K | 0.0% | +51.6% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 10,464 | $802K | 0.0% | -54.1% | 0.003% | |
| 5/9/2024 | Delta Investment Management LLC | 3,562 | $273K | 0.1% | -4.8% | 0.001% | |
| 5/9/2024 | Planning Directions Inc. | 236,400 | $18.13M | 12.6% | -3.2% | 0.057% | |
| 5/9/2024 | TBH Global Asset Management LLC | 4,289 | $329K | 0.1% | +8.1% | 0.001% | |
| 5/9/2024 | SageView Advisory Group LLC | 2,508 | $192K | 0.0% | -98.6% | 0.001% | |
| 5/9/2024 | Private Management Group Inc. | 11,723 | $899K | 0.0% | +63.0% | 0.003% | |
| 5/9/2024 | Souders Financial Advisors | 2,847 | $218K | 0.0% | -97.9% | 0.001% | |
| 5/9/2024 | BHK Investment Advisors LLC | 56,017 | $4.30M | 1.7% | +87.5% | 0.014% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 23,577 | $1.81M | 0.2% | -31.8% | 0.006% | |
| 5/8/2024 | Berkshire Money Management Inc. | 511,153 | $39.19M | 4.7% | +13.1% | 0.124% | |
| 5/8/2024 | Financial & Tax Architects LLC | 9,646 | $740K | 0.2% | -3.8% | 0.002% | |
| 5/8/2024 | Bleakley Financial Group LLC | 82,038 | $6.29M | 0.2% | +3.8% | 0.020% | |
| 5/8/2024 | Neumann Capital Management LLC | 65,429 | $5.02M | 1.8% | -2.5% | 0.016% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,241,494 | $401.87M | 3.6% | +1.3% | 1.267% | |
| 5/8/2024 | US Bancorp DE | 843,110 | $64.64M | 0.1% | -3.2% | 0.204% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 56,758 | $4.35M | 1.0% | +24.7% | 0.014% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 5,991 | $457K | 0.1% | -28.5% | 0.001% | |
| 5/8/2024 | Sofi Wealth LLC | 542,332 | $41.58M | 3.9% | +8.9% | 0.131% | |
| 5/8/2024 | Watershed Private Wealth LLC | 3,874 | $297K | 0.1% | -88.7% | 0.001% | |
| 5/8/2024 | Headlands Technologies LLC | 6,655 | $510K | 0.1% | +1,904.5% | 0.002% | |
| 5/8/2024 | Verus Financial Partners Inc. | 4,583 | $351K | 0.0% | -99.1% | 0.001% | |
| 5/8/2024 | Wealth Forward LLC | 118,328 | $9.07M | 7.1% | +2.8% | 0.029% | |
| 5/7/2024 | Pointe Capital Management LLC | 7,930 | $608K | 0.4% | -13.7% | 0.002% | |
| 5/7/2024 | Fiduciary Family Office LLC | 3,384 | $259K | 0.1% | -63.7% | 0.001% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 118,998 | $9.12M | 1.9% | -3.2% | 0.029% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 189,890 | $14.56M | 0.6% | +2.7% | 0.046% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 40,532 | $3.11M | 0.1% | -0.4% | 0.010% | |
| 5/7/2024 | Atomi Financial Group Inc. | 104,209 | $7.99M | 0.7% | +1,089.2% | 0.025% | |
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| 5/7/2024 | Montag A & Associates Inc. | 12,607 | $967K | 0.0% | -1.4% | 0.003% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 11,038 | $846K | 0.1% | +59.7% | 0.003% | |
| 5/7/2024 | Smithfield Trust Co | 1,429,133 | $109.60M | 5.8% | +2.3% | 0.346% | |
| 5/7/2024 | Allen Investment Management LLC | 20,459 | $1.57M | 0.0% | +1.3% | 0.005% | |
| 5/7/2024 | Adaptive Financial Consulting LLC | 137,092 | $10.51M | 4.7% | +3,552.9% | 0.033% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 679,994 | $52.14M | 21.3% | +5.9% | 0.164% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 37,902 | $2.91M | 0.0% | -3.5% | 0.009% | |
| 5/7/2024 | PFG Advisors | 25,190 | $1.93M | 0.1% | +5.6% | 0.006% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 106,976 | $8.20M | 0.1% | +7.4% | 0.026% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 18,198 | $1.40M | 0.0% | +1.2% | 0.004% | |
