| 5/10/2024 | Nwam LLC | 3,962 | $228K | 0.0% | N/A | 0.023% | |
| 5/8/2024 | Bleakley Financial Group LLC | 68,111 | $3.78M | 0.1% | +3.0% | 0.390% | |
| 5/8/2024 | US Bancorp DE | 35,058 | $1.95M | 0.0% | +0.8% | 0.201% | |
| 5/4/2024 | Glassman Wealth Services | 2,934 | $163K | 0.0% | +70.7% | 0.017% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 10,474 | $582K | 0.2% | -7.8% | 0.059% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 576,813 | $32.03M | 3.3% | -0.8% | 3.255% | |
|
| 5/1/2024 | Janney Montgomery Scott LLC | 7,377 | $410K | 0.0% | -2.7% | 0.042% | |
| 5/1/2024 | BNP Paribas Financial Markets | 26,404 | $1.47M | 0.0% | +45.1% | 0.149% | |
| 4/30/2024 | Concord Wealth Partners | 20,895 | $1.16M | 0.2% | -25.1% | 0.118% | |
| 4/30/2024 | Perigon Wealth Management LLC | 10,531 | $585K | 0.0% | -6.8% | 0.059% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 106,432 | $5.91M | 0.0% | -12.7% | 0.601% | |
| 4/27/2024 | Weatherly Asset Management L. P. | 472,688 | $26.25M | 2.5% | -2.3% | 2.668% | |
| 4/27/2024 | Phoenix Wealth Advisors | 15,235 | $846K | 0.5% | +116.4% | 0.086% | |
| 4/25/2024 | Summit Financial LLC | 3,730 | $207K | 0.0% | N/A | 0.021% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 111,397 | $6.19M | 0.0% | -0.3% | 0.629% | |
| 4/24/2024 | U S Global Investors Inc. | 3,800 | $211K | 0.0% | N/A | 0.021% | |
| 4/24/2024 | Simplicity Wealth LLC | 68,111 | $3.78M | 0.1% | N/A | 0.384% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 5,591 | $310K | 0.0% | -8.2% | 0.032% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 29,314 | $1.63M | 0.0% | -3.1% | 0.165% | |
| 4/22/2024 | Raymond James & Associates | 82,866 | $4.60M | 0.0% | +2.7% | 0.468% | |
| 4/17/2024 | Fiduciary Alliance LLC | 14,611 | $807K | 0.1% | -54.5% | 0.076% | |
| 4/16/2024 | Bridge Advisory LLC | 24,185 | $1.34M | 0.7% | +10.9% | 0.126% | |
| 4/16/2024 | Transform Wealth LLC | 6,556 | $364K | 0.0% | -15.0% | 0.034% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 16,286 | $904K | 0.0% | -3.1% | 0.085% | |
| 4/15/2024 | Key Client Fiduciary Advisors LLC | 7,242 | $402K | 0.2% | -14.2% | 0.038% | |
| 4/11/2024 | First Affirmative Financial Network | 38,912 | $2.16M | 1.6% | -0.7% | 0.203% | |
| 4/11/2024 | RFG Advisory LLC | 3,950 | $219K | 0.0% | -7.1% | 0.021% | |
| 4/10/2024 | Park Avenue Securities LLC | 15,706 | $872K | 0.0% | +30.5% | 0.082% | |
| 4/9/2024 | Mather Group LLC. | 486 | $26K | 0.0% | N/A | 0.003% | |
| 4/5/2024 | Prism Advisors Inc. | 269,357 | $14.96M | 4.5% | +10.5% | 1.406% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 4,325 | $229K | 0.0% | +11.6% | 0.023% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 3,939 | $209K | 0.0% | -40.3% | 0.021% | |
| 3/4/2024 | Fortis Group Advisors LLC | 488 | $26K | 0.0% | +100.0% | 0.003% | |
| 3/1/2024 | Creekmur Asset Management LLC | 1,000 | $53K | 0.0% | N/A | 0.005% | |
| 2/28/2024 | EP Wealth Advisors LLC | 4,875 | $258K | 0.0% | -8.5% | 0.025% | |
| 2/15/2024 | Comerica Bank | 18,987 | $1.01M | 0.0% | -4.1% | 0.099% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 154,358 | $8.18M | 0.0% | +0.6% | 0.806% | |
| 2/12/2024 | Fiduciary Trust Co | 80,563 | $4.27M | 0.1% | -6.5% | 0.420% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 35,322 | $1.87M | 0.1% | N/A | 0.184% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 75,273 | $3.99M | 0.1% | +1.9% | 0.393% | |
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| 2/9/2024 | US Bancorp DE | 34,793 | $1.84M | 0.0% | -1.6% | 0.182% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 111,728 | $5.92M | 0.0% | -4.2% | 0.583% | |
| 2/9/2024 | UBS Group AG | 458,899 | $24.33M | 0.0% | -1.1% | 2.395% | |
| 2/8/2024 | Financial Advocates Investment Management | 28,436 | $1.51M | 0.1% | -50.2% | 0.148% | |
| 2/8/2024 | Wade G W & Inc. | 15,239 | $808K | 0.0% | -4.4% | 0.080% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 4,915 | $261K | 0.0% | -36.0% | 0.026% | |
| 2/7/2024 | Johnson Investment Counsel Inc. | 4,204 | $223K | 0.0% | N/A | 0.022% | |
| 2/7/2024 | BNP Paribas Financial Markets | 18,191 | $964K | 0.0% | -27.0% | 0.095% | |
| 2/7/2024 | Great Diamond Partners LLC | 3,934 | $209K | 0.1% | N/A | 0.021% | |
| 2/7/2024 | Kovitz Investment Group Partners LLC | 44,371 | $2.35M | 0.0% | -1.4% | 0.232% | |
| 2/7/2024 | Principal Securities Inc. | 2,678 | $142K | 0.0% | N/A | 0.014% | |
| 2/6/2024 | Private Advisor Group LLC | 5,415 | $287K | 0.0% | +21.5% | 0.028% | |
| 2/6/2024 | National Bank of Canada FI | 63,996 | $3.35M | 0.0% | -70.8% | 0.334% | |
| 2/6/2024 | Millburn Ridgefield Corp | 1,743 | $92K | 0.0% | N/A | 0.009% | |
| 2/6/2024 | Concord Wealth Partners | 27,907 | $1.48M | 0.3% | -24.3% | 0.146% | |
| 2/5/2024 | Choreo LLC | 4,054 | $215K | 0.0% | N/A | 0.021% | |
| 2/5/2024 | Conservest Capital Advisors Inc. | 581,503 | $30.82M | 3.3% | +2.1% | 3.035% | |
| 2/2/2024 | Addison Advisors LLC | 79,887 | $4.24M | 1.6% | +3.5% | 0.417% | |
| 2/2/2024 | Gould Asset Management LLC CA | 5,250 | $278K | 0.1% | -3.8% | 0.027% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 16,320 | $865K | 0.0% | +46.8% | 0.085% | |
| 2/1/2024 | Weatherly Asset Management L. P. | 483,834 | $25.65M | 2.8% | +0.3% | 2.525% | |
| 2/1/2024 | Prism Advisors Inc. | 243,755 | $12.92M | 4.2% | +3.1% | 1.272% | |
| 2/1/2024 | Sigma Planning Corp | 4,308 | $228K | 0.0% | -60.3% | 0.022% | |
| 1/30/2024 | Phoenix Wealth Advisors | 7,041 | $369K | 0.3% | +10.9% | 0.037% | |
| 1/29/2024 | Simplicity Solutions LLC | 66,134 | $3.51M | 0.1% | +3.0% | 0.345% | |
| 1/29/2024 | Perigon Wealth Management LLC | 11,304 | $599K | 0.0% | -3.6% | 0.059% | |
| 1/29/2024 | Money Design Co. Ltd. | 130,282 | $6.91M | 0.4% | -28.1% | 0.680% | |
| 1/26/2024 | Cerity Partners LLC | 11,154 | $592K | 0.0% | N/A | 0.058% | |
| 1/25/2024 | RFG Advisory LLC | 4,250 | $225K | 0.0% | N/A | 0.022% | |
| 1/25/2024 | International Assets Investment Management LLC | 94,990 | $5.04M | 0.0% | N/A | 0.496% | |
| 1/25/2024 | Bleakley Financial Group LLC | 66,134 | $3.51M | 0.1% | +3.0% | 0.345% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 65,245 | $3.46M | 0.1% | N/A | 0.341% | |
| 1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 11,357 | $602K | 0.3% | -1.7% | 0.059% | |
| 1/22/2024 | Baron Financial Group LLC | 97,180 | $5.15M | 3.3% | -0.9% | 0.507% | |
| 1/19/2024 | AdvisorNet Financial Inc | 1,000 | $53K | 0.0% | N/A | 0.005% | |
| 1/18/2024 | Washington Trust Advisors Inc. | 5,433 | $288K | 0.0% | -8.5% | 0.028% | |
| 1/17/2024 | Bridge Advisory LLC | 21,800 | $1.16M | 0.6% | -18.2% | 0.114% | |
| 1/17/2024 | Fiduciary Alliance LLC | 32,144 | $1.70M | 0.3% | -2.1% | 0.168% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 30,265 | $1.60M | 0.0% | +2.3% | 0.158% | |
| 1/16/2024 | CVA Family Office LLC | 800 | $42K | 0.0% | N/A | 0.004% | |
| 1/16/2024 | Raymond James & Associates | 80,716 | $4.28M | 0.0% | +89.6% | 0.421% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 26,856 | $1.42M | 0.1% | +3.6% | 0.140% | |
| 1/8/2024 | First Affirmative Financial Network | 39,199 | $2.08M | 1.7% | -2.2% | 0.205% | |
| 12/6/2023 | Citigroup Inc. | 3,805 | $177K | 0.0% | +24.5% | 0.020% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 6,597 | $307K | 0.0% | -4.1% | 0.034% | |
| 11/24/2023 | EP Wealth Advisors LLC | 5,325 | $248K | 0.0% | -27.6% | 0.028% | |
| 11/21/2023 | Tompkins Financial Corp | 2,000 | $93K | 0.0% | -16.7% | 0.010% | |
| 11/16/2023 | Resources Management Corp CT ADV | 1,750 | $81K | 0.0% | N/A | 0.009% | |
| 11/15/2023 | Baker Avenue Asset Management LP | 1,500 | $70K | 0.0% | N/A | 0.008% | |
| 11/15/2023 | Key Client Fiduciary Advisors LLC | 8,604 | $400K | 0.2% | +4.9% | 0.045% | |
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| 11/14/2023 | Jones Financial Companies Lllp | 1,704 | $79K | 0.0% | N/A | 0.009% | |
| 11/13/2023 | LPL Financial LLC | 105,058 | $4.89M | 0.0% | -4.4% | 0.548% | |
| 11/13/2023 | Kestra Advisory Services LLC | 5,542 | $258K | 0.0% | -5.2% | 0.029% | |
| 11/13/2023 | FCA Corp TX | 57,000 | $2.65M | 0.9% | +2.4% | 0.297% | |
| 11/9/2023 | Kovitz Investment Group Partners LLC | 45,013 | $2.09M | 0.0% | +1.4% | 0.235% | |
| 11/9/2023 | UBS Group AG | 463,806 | $21.58M | 0.0% | +4.2% | 2.421% | |
| 11/8/2023 | Wade G W & Inc. | 15,939 | $741K | 0.0% | +3.9% | 0.083% | |
| 11/8/2023 | HighTower Advisors LLC | 55,246 | $2.57M | 0.0% | N/A | 0.288% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 7,634 | $355K | 0.0% | +3.2% | 0.040% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 11,115 | $517K | 0.0% | -2.2% | 0.058% | |
