| 5/17/2024 | William Howard & Co Financial Advisors Inc | 7,267 | $259K | 0.2% | N/A | 0.002% | |
| 5/17/2024 | Comerica Bank | 17,423 | $620K | 0.0% | +12.2% | 0.005% | |
| 5/16/2024 | Jane Street Group LLC | 2,204,325 | $78.50M | 0.0% | -79.3% | 0.604% | |
| 5/16/2024 | FSA Wealth Management LLC | 867 | $31K | 0.0% | N/A | 0.000% | |
| 5/16/2024 | Waterford Advisors LLC | 435,436 | $15.51M | 6.6% | +6.5% | 0.119% | |
| 5/15/2024 | 1832 Asset Management L.P. | 2,035,744 | $72.49M | 0.0% | N/A | 0.557% | |
|
| 5/14/2024 | EP Wealth Advisors LLC | 31,493 | $1.12M | 0.0% | +10.6% | 0.009% | |
| 5/14/2024 | OLD Mission Capital LLC | 181,488 | $6.46M | 0.1% | -79.3% | 0.050% | |
| 5/14/2024 | Northwest Wealth Management LLC | 32,585 | $1.16M | 0.3% | -35.8% | 0.009% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 9,316 | $332K | 0.2% | -22.3% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 15,624 | $556K | 0.0% | +84.6% | 0.004% | |
| 5/11/2024 | Exencial Wealth Advisors LLC | 848,115 | $30.20M | 1.1% | -2.2% | 0.232% | |
| 5/10/2024 | Osaic Holdings Inc. | 331,424 | $11.80M | 0.0% | -26.4% | 0.091% | |
| 5/10/2024 | Viawealth LLC | 7,807 | $278K | 0.2% | -9.4% | 0.002% | |
| 5/10/2024 | Clearstead Trust LLC | 986 | $35K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 1,483,043 | $52.81M | 0.6% | -12.7% | 0.406% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 57,543 | $2.05M | 0.1% | -2.5% | 0.016% | |
| 5/9/2024 | SageView Advisory Group LLC | 1,354,898 | $48.51M | 2.3% | +487.2% | 0.371% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 134,094,612 | $4.78B | 6.6% | +2.6% | 36.718% | |
| 5/8/2024 | Bell Investment Advisors Inc | 613,592 | $21.85M | 4.3% | +2.7% | 0.168% | |
| 5/8/2024 | Ethos Financial Group LLC | 266,783 | $9.50M | 1.8% | +2.5% | 0.073% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 5,723 | $204K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 57,166 | $2.04M | 0.0% | +24.6% | 0.016% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 205,157 | $7.31M | 0.7% | -2.5% | 0.056% | |
| 5/8/2024 | Seven Springs Wealth Group LLC | 391,718 | $13.95M | 5.4% | +0.4% | 0.107% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 11,687 | $416K | 0.0% | -13.0% | 0.003% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 151,799 | $5.41M | 1.6% | +7.5% | 0.042% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 110,864 | $3.95M | 0.1% | +3.2% | 0.031% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 238,055 | $8.48M | 0.3% | +0.8% | 0.066% | |
| 5/6/2024 | CFO4Life Group LLC | 5,655 | $201K | 0.0% | N/A | 0.002% | |
| 5/6/2024 | Leuthold Group LLC | 5,876 | $209K | 0.0% | N/A | 0.002% | |
| 5/4/2024 | PrairieView Partners LLC | 105,868 | $3.77M | 0.4% | -1.4% | 0.029% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 469,549 | $16.72M | 0.8% | +6.0% | 0.129% | |
| 5/4/2024 | Glassman Wealth Services | 1,796 | $64K | 0.0% | +372.6% | 0.000% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 56,659 | $2.02M | 0.1% | +5.5% | 0.016% | |
| 5/3/2024 | Larson Financial Group LLC | 8,559 | $305K | 0.0% | -39.4% | 0.002% | |
| 5/3/2024 | Callan Capital LLC | 1,931,462 | $68.78M | 6.1% | -0.9% | 0.533% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 15,442 | $550K | 0.0% | -19.4% | 0.004% | |
| 5/2/2024 | Consolidated Planning Corp | 29,972 | $1.07M | 0.2% | -17.3% | 0.008% | |
| 5/2/2024 | Lincoln National Corp | 462,707 | $16.48M | 0.3% | -1.8% | 0.128% | |
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| 5/2/2024 | Choreo LLC | 6,664 | $237K | 0.0% | N/A | 0.002% | |
| 5/2/2024 | Palisade Asset Management LLC | 991 | $35K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | PDS Planning Inc | 7,902 | $281K | 0.0% | -16.1% | 0.002% | |
| 5/1/2024 | Stone Point Wealth LLC | 24,184 | $861K | 0.3% | +12.6% | 0.007% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 500,721 | $17.83M | 1.5% | +1.5% | 0.138% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 213,829 | $7.61M | 1.9% | +4.6% | 0.059% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 98,039 | $3.49M | 0.0% | -27.9% | 0.027% | |
| 5/1/2024 | Precision Wealth Strategies LLC | 9,887 | $352K | 0.3% | -20.2% | 0.003% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 28,668 | $1.02M | 0.1% | +5.2% | 0.008% | |
| 5/1/2024 | Mission Wealth Management LP | 35,884 | $1.28M | 0.0% | +359.2% | 0.010% | |
| 5/1/2024 | Wambolt & Associates LLC | 27,224 | $964K | 0.3% | +32.4% | 0.008% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 1,390,882 | $49.53M | 0.6% | -66.1% | 0.383% | |
| 4/30/2024 | Private Advisor Group LLC | 705,035 | $25.11M | 0.2% | +5.6% | 0.194% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 51,198 | $1.82M | 0.1% | +8.0% | 0.014% | |
| 4/30/2024 | Perigon Wealth Management LLC | 64,364 | $2.29M | 0.1% | +20.1% | 0.018% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 871,748 | $31.04M | 0.1% | +7.1% | 0.240% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 217,031 | $7.73M | 0.7% | -0.9% | 0.060% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 124,131 | $4.42M | 0.1% | +5.7% | 0.034% | |
| 4/29/2024 | Aspire Wealth Management Corp | 226,013 | $8.05M | 4.9% | +4.1% | 0.062% | |
| 4/29/2024 | Castle Wealth Management LLC | 85,612 | $3.05M | 1.6% | -4.6% | 0.024% | |
| 4/29/2024 | Archvest Wealth Advisors Inc. | 27,524 | $974K | 0.7% | +1.8% | 0.008% | |
| 4/29/2024 | Wealthspan Partners LLC | 99,499 | $3.54M | 2.1% | +1.2% | 0.027% | |
| 4/27/2024 | Guardian Financial Partners LLC | 138,396 | $4.93M | 3.4% | -0.3% | 0.038% | |
| 4/27/2024 | Nadler Financial Group Inc. | 534,439 | $19.03M | 2.3% | +5.0% | 0.147% | |
| 4/27/2024 | Foster Victor Wealth Advisors LLC | 8,592 | $303K | 0.0% | -4.9% | 0.002% | |
| 4/26/2024 | UMB Bank n.a. | 2,102 | $75K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | Prairiewood Capital LLC | 437,178 | $15.57M | 7.3% | +8.4% | 0.121% | |
| 4/26/2024 | JNBA Financial Advisors | 946,603 | $33.71M | 3.5% | -25.4% | 0.261% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 108,205 | $3.85M | 0.5% | +390.3% | 0.030% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 9,383 | $334K | 0.0% | +77.2% | 0.003% | |
| 4/25/2024 | Eudaimonia Partners LLC | 16,739 | $596K | 0.1% | +38.9% | 0.005% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 17,683 | $630K | 0.3% | +42.0% | 0.005% | |
| 4/25/2024 | MFA Wealth Advisors LLC | 923,063 | $32.87M | 8.6% | +0.6% | 0.254% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 778,071 | $27.71M | 0.1% | +2.2% | 0.215% | |
| 4/24/2024 | Leavell Investment Management Inc. | 662,625 | $23.60M | 1.4% | -0.4% | 0.183% | |
| 4/24/2024 | CENTRAL TRUST Co | 40,150 | $1.43M | 0.0% | -4.7% | 0.011% | |
| 4/24/2024 | 1900 Wealth Management LLC | 302,996 | $10.79M | 1.0% | -10.4% | 0.084% | |
| 4/24/2024 | Simplicity Wealth LLC | 10,511 | $374K | 0.0% | N/A | 0.003% | |
| 4/24/2024 | Archford Capital Strategies LLC | 359,290 | $12.79M | 2.1% | +3.3% | 0.099% | |
| 4/24/2024 | NBT Bank N A NY | 8,016 | $285K | 0.0% | -6.1% | 0.002% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 207,089 | $7.37M | 2.0% | -1.6% | 0.057% | |
| 4/24/2024 | Spire Wealth Management | 13,525 | $482K | 0.0% | +4.9% | 0.004% | |
| 4/23/2024 | Lunt Capital Management Inc. | 63,772 | $2.27M | 1.1% | +30.5% | 0.018% | |
| 4/23/2024 | Global Retirement Partners LLC | 11,974 | $426K | 0.0% | +9,040.5% | 0.003% | |
| 4/23/2024 | Swisher Financial Concepts Inc. | 139,230 | $4.92M | 4.3% | +4.3% | 0.038% | |
| 4/23/2024 | WASHINGTON TRUST Co | 1,626 | $58K | 0.0% | +378.2% | 0.000% | |
| 4/23/2024 | Gradient Investments LLC | 7,056 | $251K | 0.0% | +14.2% | 0.002% | |
| 4/23/2024 | Fifth Third Bancorp | 1,105 | $39K | 0.0% | N/A | 0.000% | |
| 4/23/2024 | Warner Financial Inc. | 15,102 | $538K | 0.3% | +53.2% | 0.004% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 427,015 | $15.21M | 0.0% | +40.6% | 0.118% | |
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| 4/22/2024 | Nicholas Hoffman & Company LLC. | 19,926 | $710K | 0.0% | +109.9% | 0.005% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 555,169 | $19.77M | 3.4% | +3.3% | 0.153% | |
| 4/22/2024 | Provident Wealth Management LLC | 47,199 | $1.68M | 0.6% | +3.9% | 0.013% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 21,418 | $763K | 0.1% | -48.8% | 0.006% | |
| 4/22/2024 | Raymond James & Associates | 209,210 | $7.45M | 0.0% | -13.4% | 0.058% | |
| 4/22/2024 | Lakewood Asset Management LLC | 40,683 | $1.45M | 1.0% | +1.8% | 0.011% | |
| 4/22/2024 | Solitude Financial Services | 547,215 | $19.49M | 9.0% | +919.7% | 0.151% | |
| 4/22/2024 | Beacon Financial Planning Inc. | 364,988 | $13.00M | 9.1% | +2.2% | 0.101% | |
| 4/19/2024 | Marshall Financial Group LLC | 240,877 | $8.58M | 2.5% | +4.0% | 0.074% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 41,211 | $1.47M | 0.6% | +4.8% | 0.013% | |
