| 5/13/2024 | O Shaughnessy Asset Management LLC | 12,398 | $605K | 0.0% | -2.4% | 0.017% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 1,375 | $67K | 0.0% | -18.4% | 0.002% | |
| 5/13/2024 | Rockport Wealth LLC | 18,631 | $903K | 0.3% | N/A | 0.025% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 138,809 | $6.77M | 0.2% | -1.1% | 0.186% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 19,221 | $937K | 0.1% | +1.4% | 0.026% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 52,186 | $2.55M | 1.4% | +125.5% | 0.070% | |
|
| 5/10/2024 | Osaic Holdings Inc. | 208,367 | $10.17M | 0.0% | -59.5% | 0.279% | |
| 5/9/2024 | Leo Wealth LLC | 6,724 | $326K | 0.0% | -14.1% | 0.009% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 8,079 | $394K | 0.0% | -6.0% | 0.011% | |
| 5/9/2024 | New Insight Wealth Advisors | 8,435 | $411K | 0.3% | +8.6% | 0.011% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 5,680 | $277K | 0.0% | N/A | 0.008% | |
| 5/8/2024 | MAI Capital Management | 355,309 | $17.33M | 0.2% | +2.7% | 0.476% | |
| 5/8/2024 | Great Diamond Partners LLC | 24,178 | $1.18M | 0.3% | -3.8% | 0.032% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 19,832 | $967K | 0.0% | -9.0% | 0.027% | |
| 5/7/2024 | Montag A & Associates Inc. | 21,912 | $1.07M | 0.1% | -1.3% | 0.029% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 16,690 | $814K | 0.0% | +1.4% | 0.022% | |
| 5/7/2024 | Insight Advisors LLC PA | 63,344 | $3.09M | 0.6% | +36.2% | 0.085% | |
| 5/4/2024 | SPC Financial Inc. | 5,600 | $273K | 0.0% | -6.6% | 0.007% | |
| 5/3/2024 | Etfidea LLC | 8,831 | $431K | 0.1% | -30.7% | 0.012% | |
| 5/2/2024 | Diversified LLC | 5,300 | $258K | 0.0% | +19.2% | 0.007% | |
| 5/2/2024 | Salomon & Ludwin LLC | 121,207 | $5.91M | 0.5% | -6.2% | 0.162% | |
| 5/2/2024 | Financial Counselors Inc. | 82,499 | $4.02M | 0.1% | -1.9% | 0.110% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 2,425 | $118K | 0.0% | +23.5% | 0.003% | |
| 5/2/2024 | Consolidated Planning Corp | 18,160 | $886K | 0.2% | -11.5% | 0.024% | |
| 5/2/2024 | GSB Wealth Management LLC | 85,352 | $4.16M | 1.2% | +8.4% | 0.114% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 53,468 | $2.61M | 0.1% | -5.4% | 0.072% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 26,589 | $1.30M | 0.1% | -29.6% | 0.036% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 186,864 | $9.11M | 0.0% | -1.5% | 0.250% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 89,938 | $4.39M | 0.3% | -0.7% | 0.120% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 50,495 | $2.46M | 0.3% | N/A | 0.068% | |
| 4/30/2024 | Private Advisor Group LLC | 186,334 | $9.09M | 0.1% | +0.3% | 0.249% | |
| 4/30/2024 | Mitchell Sinkler & Starr PA | 1,800 | $88K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | West Bancorporation Inc. | 50,394 | $2.46M | 1.6% | -26.0% | 0.067% | |
| 4/30/2024 | Concord Wealth Partners | 210,992 | $10.29M | 1.9% | +7.0% | 0.282% | |
| 4/30/2024 | Arkadios Wealth Advisors | 24,742 | $1.21M | 0.1% | -2.5% | 0.033% | |
| 4/30/2024 | Navis Wealth Advisors LLC | 14,642 | $714K | 0.9% | +2.9% | 0.020% | |
| 4/30/2024 | Stock Yards Bank & Trust Co. | 72,234 | $3.52M | 0.1% | -6.6% | 0.097% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 890,564 | $43.43M | 0.1% | +11.6% | 1.192% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 129,754 | $6.33M | 0.6% | +4.0% | 0.174% | |
| 4/29/2024 | Benjamin Edwards Inc. | 30,452 | $1.49M | 0.3% | +4.2% | 0.041% | |
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| 4/29/2024 | Yarger Wealth Strategies LLC | 39,604 | $1.93M | 1.3% | +0.6% | 0.053% | |
| 4/29/2024 | RAM Investment Partners LLC | 4,245 | $207K | 0.1% | N/A | 0.006% | |
| 4/27/2024 | White Pine Investment CO | 103,341 | $5.04M | 1.5% | -13.0% | 0.138% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 26,035 | $1.27M | 0.0% | -9.0% | 0.035% | |
| 4/26/2024 | LifeSteps Financial Inc. | 527 | $26K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | JNBA Financial Advisors | 139,530 | $6.81M | 0.7% | -49.9% | 0.187% | |
| 4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 37,878 | $1.85M | 0.8% | -10.5% | 0.051% | |
| 4/26/2024 | Financial Insights Inc. | 68,017 | $3.32M | 1.0% | -4.9% | 0.091% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 45,469 | $2.22M | 1.2% | +0.6% | 0.061% | |
| 4/25/2024 | Peterson Financial Group Inc. | 23,496 | $1.15M | 0.6% | +2.5% | 0.031% | |
| 4/25/2024 | Long Run Wealth Advisors LLC | 92,414 | $4.51M | 1.2% | +1.8% | 0.124% | |
| 4/25/2024 | Summit Financial LLC | 9,242 | $451K | 0.0% | +34.3% | 0.012% | |
| 4/25/2024 | IAG Wealth Partners LLC | 493,093 | $24.05M | 5.2% | +1.0% | 0.660% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 107,815 | $5.26M | 0.0% | +13.0% | 0.144% | |
| 4/24/2024 | NBT Bank N A NY | 76,786 | $3.75M | 0.3% | -1.0% | 0.103% | |
| 4/24/2024 | Essex Financial Services Inc. | 11,127 | $543K | 0.1% | +3.8% | 0.015% | |
| 4/23/2024 | Precedent Wealth Partners LLC | 257,006 | $12.53M | 5.4% | +3.0% | 0.344% | |
| 4/23/2024 | Global Retirement Partners LLC | 727 | $35K | 0.0% | -68.6% | 0.001% | |
| 4/23/2024 | KLR Investment Advisors LLC | 11,370 | $528K | 0.4% | -13.0% | 0.015% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 737,174 | $35.95M | 0.1% | -4.6% | 0.987% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 7,451 | $363K | 0.1% | N/A | 0.010% | |
| 4/22/2024 | Centennial Wealth Advisory LLC | 47,147 | $2.30M | 1.1% | +4.2% | 0.063% | |
| 4/22/2024 | HF Advisory Group LLC | 35,148 | $1.71M | 1.0% | +15.3% | 0.047% | |
| 4/22/2024 | PFG Investments LLC | 10,394 | $507K | 0.0% | +8.2% | 0.014% | |
| 4/22/2024 | Financial Management Network Inc. | 30,142 | $1.44M | 0.4% | +2.7% | 0.040% | |
| 4/22/2024 | Raymond James & Associates | 441,787 | $21.55M | 0.0% | +1.7% | 0.591% | |
| 4/22/2024 | Edge Financial Advisors LLC | 6,036 | $294K | 0.3% | N/A | 0.008% | |
| 4/19/2024 | Powers Advisory Group LLC | 48,661 | $2.37M | 1.4% | +1.1% | 0.065% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 130,904 | $6.38M | 0.5% | +6.9% | 0.175% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 20,538 | $1.00M | 0.8% | +22.2% | 0.027% | |
| 4/18/2024 | Plimoth Trust Co. LLC | 9,948 | $485K | 0.1% | -23.7% | 0.013% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 54,077 | $2.64M | 1.3% | -4.1% | 0.072% | |
| 4/18/2024 | Saxon Interests Inc. | 16,231 | $792K | 0.4% | -1.6% | 0.022% | |
| 4/18/2024 | Oxinas Partners Wealth Management LLC | 10,864 | $530K | 0.3% | +18.6% | 0.015% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 33,365 | $1.63M | 0.2% | -0.9% | 0.045% | |
| 4/17/2024 | Guidance Capital Inc. | 13,526 | $623K | 0.2% | +61.9% | 0.018% | |
| 4/16/2024 | Independence Bank of Kentucky | 24,825 | $1.21M | 0.4% | +26.9% | 0.033% | |
| 4/16/2024 | Bridge Advisory LLC | 12,835 | $626K | 0.3% | -33.1% | 0.017% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 201,123 | $9.81M | 0.0% | -3.7% | 0.269% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 85,395 | $4.17M | 0.1% | +22.7% | 0.114% | |
| 4/15/2024 | DGS Capital Management LLC | 12,613 | $615K | 0.2% | N/A | 0.017% | |
| 4/15/2024 | RMR Wealth Builders | 6,405 | $312K | 0.0% | +5.2% | 0.009% | |
| 4/13/2024 | Inspirion Wealth Advisors LLC | 100,282 | $4.89M | 0.8% | -0.5% | 0.129% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 114,091 | $5.56M | 0.2% | +5.6% | 0.147% | |
| 4/12/2024 | Kaydan Wealth Management Inc. | 20,963 | $1.02M | 0.3% | -1.1% | 0.027% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 25,611 | $1.25M | 0.1% | +4.5% | 0.033% | |
| 4/12/2024 | Global Assets Advisory LLC | 13,845 | $675K | 0.0% | N/A | 0.018% | |
| 4/11/2024 | RFG Advisory LLC | 15,454 | $754K | 0.0% | +7.2% | 0.020% | |
| 4/11/2024 | Private Capital Management LLC | 78,161 | $3.57M | 0.7% | +1.7% | 0.101% | |
| 4/10/2024 | Fragasso Group Inc. | 6,986 | $341K | 0.0% | +4.9% | 0.009% | |
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| 4/10/2024 | Signal Advisors Wealth LLC | 5,547 | $271K | 0.1% | N/A | 0.007% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 1,458 | $71K | 0.0% | N/A | 0.002% | |
| 4/9/2024 | Mather Group LLC. | 55,303 | $2.53M | 0.0% | -5.2% | 0.071% | |
| 4/8/2024 | Marion Wealth Management | 243,430 | $11.87M | 3.5% | -0.8% | 0.314% | |
| 4/8/2024 | RVW Wealth LLC | 4,728 | $231K | 0.0% | -16.4% | 0.006% | |
| 4/5/2024 | First Hawaiian Bank | 225,509 | $11.00M | 0.3% | -1.8% | 0.291% | |
| 4/5/2024 | NBC Securities Inc. | 20,857 | $1.12M | 0.1% | +52.3% | 0.027% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 6,732 | $308K | 0.0% | -5.6% | 0.009% | |
| 3/15/2024 | Cape ANN Savings Bank | 11,114 | $497K | 0.3% | -3.1% | 0.014% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 15,544 | $710K | 0.0% | -5.0% | 0.020% | |
