| 5/24/2024 | Cetera Advisors LLC | 17,226 | $478K | 0.0% | +30.6% | 0.009% | |
| 5/24/2024 | Cetera Investment Advisers | 61,742 | $1.71M | 0.0% | +162.7% | 0.031% | |
| 5/17/2024 | Comerica Bank | 7,771 | $216K | 0.0% | +26.5% | 0.004% | |
| 5/16/2024 | Jane Street Group LLC | 159,294 | $4.42M | 0.0% | -93.9% | 0.080% | |
| 5/16/2024 | FSA Wealth Management LLC | 1,348 | $37K | 0.0% | N/A | 0.001% | |
| 5/16/2024 | Waverly Advisors LLC | 63,348 | $1.76M | 0.0% | +0.6% | 0.032% | |
|
| 5/16/2024 | Waterford Advisors LLC | 255,031 | $7.08M | 3.0% | +4.7% | 0.127% | |
| 5/15/2024 | Flow Traders U.S. LLC | 148,170 | $4.11M | 0.2% | +100.1% | 0.074% | |
| 5/15/2024 | 1832 Asset Management L.P. | 2,621,849 | $72.78M | 0.0% | -5.1% | 1.309% | |
| 5/14/2024 | EP Wealth Advisors LLC | 21,133 | $587K | 0.0% | +26.7% | 0.011% | |
| 5/14/2024 | OLD Mission Capital LLC | 114,111 | $3.17M | 0.1% | -86.5% | 0.057% | |
| 5/14/2024 | Sculati Wealth Management LLC | 186,948 | $5.19M | 2.2% | +8.2% | 0.093% | |
| 5/14/2024 | Elgethun Capital Management | 268,711 | $7.51M | 1.9% | +0.3% | 0.134% | |
| 5/14/2024 | National Bank of Canada FI | 552,916 | $16.41M | 0.0% | +16.8% | 0.276% | |
| 5/10/2024 | Kelman Lazarov Inc. | 569,980 | $15.82M | 3.1% | +6.1% | 0.285% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 190,597 | $5.29M | 0.1% | -7.3% | 0.095% | |
| 5/9/2024 | SageView Advisory Group LLC | 2,720,385 | $75.52M | 3.6% | +17,329.4% | 1.358% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 124,878,009 | $3.47B | 4.8% | +1.2% | 62.345% | |
| 5/8/2024 | Bell Investment Advisors Inc | 219,173 | $6.08M | 1.2% | +0.9% | 0.109% | |
| 5/8/2024 | Wealth Forward LLC | 156,223 | $4.34M | 3.4% | +4.2% | 0.078% | |
| 5/8/2024 | Seven Springs Wealth Group LLC | 300,323 | $8.34M | 3.2% | +2.1% | 0.150% | |
| 5/8/2024 | Keeler Thomas Management LLC | 166,652 | $4.63M | 1.6% | +35.3% | 0.083% | |
| 5/7/2024 | Chilton Capital Management LLC | 309,844 | $8.60M | 0.4% | -2.6% | 0.155% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 96,199 | $2.67M | 0.1% | -0.7% | 0.048% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 128,556 | $3.57M | 0.1% | +0.7% | 0.064% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 8,923 | $248K | 0.0% | +5.7% | 0.004% | |
| 5/4/2024 | PrairieView Partners LLC | 8,188 | $228K | 0.0% | -4.1% | 0.004% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 74,323 | $2.06M | 0.1% | +70,683.8% | 0.037% | |
| 5/4/2024 | Essex LLC | 141,480 | $3.93M | 0.9% | +2.5% | 0.071% | |
| 5/3/2024 | Larson Financial Group LLC | 3,960 | $110K | 0.0% | +23.2% | 0.002% | |
| 5/3/2024 | Callan Capital LLC | 513,245 | $14.25M | 1.3% | +20.9% | 0.256% | |
| 5/3/2024 | GSA Capital Partners LLP | 39,312 | $1.09M | 0.1% | -39.2% | 0.020% | |
| 5/2/2024 | Lincoln National Corp | 328,692 | $9.12M | 0.1% | +14.9% | 0.164% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 384,208 | $10.67M | 1.8% | +11.0% | 0.192% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 416,863 | $11.57M | 1.0% | +2.7% | 0.208% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 82,192 | $2.28M | 0.0% | +4.5% | 0.041% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 982 | $27K | 0.0% | N/A | 0.000% | |
| 4/30/2024 | SpiderRock Advisors LLC | 13,510 | $372K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | Townsend Asset Management Corp NC ADV | 5,549 | $154K | 0.1% | -41.8% | 0.003% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 379,944 | $10.55M | 0.0% | +9.3% | 0.190% | |
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| 4/29/2024 | Aspire Wealth Management Corp | 44,736 | $1.24M | 0.7% | +3.3% | 0.022% | |
| 4/29/2024 | Brio Consultants LLC | 14,610 | $406K | 0.1% | +6.1% | 0.007% | |
| 4/27/2024 | Guardian Financial Partners LLC | 15,787 | $438K | 0.3% | +13.3% | 0.008% | |
| 4/26/2024 | Prairiewood Capital LLC | 271,962 | $7.55M | 3.5% | +12.1% | 0.136% | |
| 4/26/2024 | Opus Capital Group LLC | 33,289 | $924K | 0.1% | -1.6% | 0.017% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 3,108 | $86K | 0.0% | -10.9% | 0.002% | |
| 4/24/2024 | Leavell Investment Management Inc. | 42,084 | $1.17M | 0.1% | +7.9% | 0.021% | |
| 4/24/2024 | Spire Wealth Management | 1,305 | $36K | 0.0% | +695.7% | 0.001% | |
| 4/23/2024 | Gradient Investments LLC | 3,867 | $107K | 0.0% | +11.4% | 0.002% | |
| 4/23/2024 | McAdam LLC | 427,063 | $11.86M | 0.8% | -2.0% | 0.213% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 216,661 | $6.02M | 0.0% | -19.5% | 0.108% | |
| 4/22/2024 | Nicholas Hoffman & Company LLC. | 16,126 | $448K | 0.0% | +60.7% | 0.008% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 258,598 | $7.18M | 1.2% | +10.9% | 0.129% | |
| 4/22/2024 | Raymond James & Associates | 440,276 | $12.22M | 0.0% | -0.5% | 0.220% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 12,114 | $336K | 0.1% | +5.5% | 0.007% | |
| 4/19/2024 | Northland Capital Management LLC | 76,887 | $2.13M | 1.5% | +11.6% | 0.041% | |
| 4/18/2024 | Saxon Interests Inc. | 14,536 | $404K | 0.2% | -31.3% | 0.008% | |
| 4/18/2024 | Synergy Asset Management LLC | 16,522 | $459K | 0.1% | +38.7% | 0.009% | |
| 4/18/2024 | AlphaMark Advisors LLC | 295,185 | $8.19M | 2.9% | +3.3% | 0.159% | |
| 4/18/2024 | RHS Financial LLC | 237,604 | $6.60M | 3.8% | -4.5% | 0.128% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 13,808 | $383K | 0.1% | +9.8% | 0.007% | |
| 4/17/2024 | Alpha Omega Wealth Management LLC | 104,343 | $2.90M | 0.5% | +7.0% | 0.056% | |
| 4/16/2024 | Occidental Asset Management LLC | 46,512 | $1.29M | 0.2% | +7.0% | 0.025% | |
| 4/16/2024 | Kathmere Capital Management LLC | 307,337 | $8.53M | 1.0% | +10.9% | 0.166% | |
| 4/16/2024 | Hengehold Capital Management LLC | 45,761 | $1.27M | 0.1% | -3.4% | 0.025% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 111,731 | $3.10M | 0.0% | -2.9% | 0.060% | |
| 4/15/2024 | Aspiriant LLC | 748,134 | $20.77M | 0.9% | -18.6% | 0.403% | |
| 4/12/2024 | Charles Schwab Trust Co | 313,708 | $8.71M | 0.8% | +11.8% | 0.169% | |
| 4/12/2024 | Unison Advisors LLC | 2,637,035 | $73.20M | 7.2% | -1.5% | 1.421% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 5,526 | $153K | 0.0% | -11.7% | 0.003% | |
| 4/12/2024 | Global Assets Advisory LLC | 13,089 | $363K | 0.0% | N/A | 0.007% | |
| 4/12/2024 | AdvisorNet Financial Inc | 17,331 | $481K | 0.0% | -4.6% | 0.009% | |
| 4/11/2024 | Paragon Capital Management Ltd | 9,763 | $271K | 0.0% | N/A | 0.005% | |
| 4/11/2024 | Bangor Savings Bank | 19,612 | $544K | 0.1% | -13.1% | 0.011% | |
| 4/11/2024 | Moller Wealth Partners | 335,126 | $9.30M | 2.5% | +1.5% | 0.181% | |
| 4/11/2024 | Sebold Capital Management Inc. | 251,903 | $6.99M | 4.7% | +5.4% | 0.136% | |
| 4/10/2024 | CVA Family Office LLC | 301,813 | $8.38M | 1.5% | -4.1% | 0.163% | |
| 4/10/2024 | Fragasso Group Inc. | 36,260 | $1.01M | 0.1% | -10.0% | 0.020% | |
| 4/10/2024 | Park Avenue Securities LLC | 7,276 | $202K | 0.0% | N/A | 0.004% | |
| 4/10/2024 | Wedmont Private Capital | 12,496 | $356K | 0.0% | +5.5% | 0.007% | |
| 4/10/2024 | Bruce G. Allen Investments LLC | 44,652 | $1.24M | 1.0% | -3.3% | 0.024% | |
| 4/9/2024 | Collective Family Office LLC | 78,286 | $2.17M | 0.7% | -2.5% | 0.042% | |
| 4/9/2024 | Foster Group Inc. | 17,335 | $481K | 0.0% | +18.1% | 0.009% | |
| 4/9/2024 | Mather Group LLC. | 1,310 | $36K | 0.0% | N/A | 0.001% | |
| 4/3/2024 | Versant Capital Management Inc | 9,885 | $274K | 0.1% | +5.2% | 0.005% | |
| 4/1/2024 | Appleton Partners Inc. MA | 14,589 | $405K | 0.0% | +67.4% | 0.008% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 3,538 | $96K | 0.0% | +13.7% | 0.002% | |
| 2/28/2024 | EP Wealth Advisors LLC | 16,686 | $453K | 0.0% | +13.4% | 0.009% | |
| 2/28/2024 | Abel Hall LLC | 18,180 | $493K | 0.4% | N/A | 0.010% | |
| 2/21/2024 | Wealth Forward LLC | 149,988 | $4.07M | 3.4% | N/A | 0.081% | |
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| 2/15/2024 | OLD Mission Capital LLC | 842,747 | $22.87M | 0.4% | N/A | 0.454% | |
| 2/15/2024 | Bell Investment Advisors Inc | 217,215 | $5.90M | 1.2% | +11.9% | 0.117% | |
| 2/14/2024 | Gibson Capital LLC | 23,494 | $638K | 0.1% | -39.1% | 0.013% | |
| 2/14/2024 | Vivaldi Capital Management LP | 56,132 | $1.49M | 0.4% | +0.9% | 0.030% | |
| 2/14/2024 | Cheviot Value Management LLC | 127,279 | $3.45M | 0.7% | -0.4% | 0.069% | |
| 2/14/2024 | Waterford Advisors LLC | 243,650 | $6.61M | 3.1% | N/A | 0.131% | |
| 2/13/2024 | Morningstar Investment Services LLC | 1,188,938 | $32.24M | 0.2% | +96.6% | 0.641% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 330,162 | $8.96M | 0.4% | -4.8% | 0.178% | |
| 2/13/2024 | 1832 Asset Management L.P. | 2,762,324 | $74.97M | 0.1% | +127.4% | 1.488% | |
| 2/13/2024 | Morningstar Investment Management LLC | 656,495 | $17.82M | 2.0% | +6.2% | 0.354% | |
