| 5/16/2024 | Waterford Advisors LLC | 61,308 | $1.55M | 0.7% | -20.0% | 0.018% | |
| 5/16/2024 | Econ Financial Services Corp | 31,530 | $796K | 0.5% | -6.9% | 0.009% | |
| 5/15/2024 | Flow Traders U.S. LLC | 563,348 | $14.23M | 0.8% | +643.5% | 0.167% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 50,783 | $1.28M | 0.0% | +43.5% | 0.015% | |
| 5/14/2024 | EP Wealth Advisors LLC | 90,260 | $2.28M | 0.0% | -9.2% | 0.027% | |
| 5/14/2024 | OLD Mission Capital LLC | 913,435 | $23.06M | 0.4% | +693.0% | 0.271% | |
|
| 5/14/2024 | Freestone Capital Holdings LLC | 13,175 | $333K | 0.0% | N/A | 0.004% | |
| 5/14/2024 | InterOcean Capital Group LLC | 8,197 | $207K | 0.0% | -13.7% | 0.002% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 471,423 | $11.90M | 0.6% | -3.4% | 0.140% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 8,233 | $208K | 0.0% | -13.7% | 0.002% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 25,072 | $633K | 0.0% | -2.0% | 0.007% | |
| 5/10/2024 | Osaic Holdings Inc. | 488,018 | $12.32M | 0.0% | +8.8% | 0.145% | |
| 5/10/2024 | Blue Barn Wealth LLC | 19,452 | $491K | 0.3% | -5.3% | 0.006% | |
| 5/10/2024 | Cooper Haims Advisors LLC | 1,194,980 | $30.17M | 17.5% | +11.9% | 0.355% | |
| 5/10/2024 | Towercrest Capital Management | 505,200 | $12.76M | 2.1% | +4.6% | 0.150% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 80,863 | $2.04M | 0.3% | +16.5% | 0.024% | |
| 5/10/2024 | Reston Wealth Management LLC | 101,095 | $2.55M | 1.0% | -4.1% | 0.030% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 22,050 | $557K | 0.0% | -9.2% | 0.007% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 564,373 | $14.25M | 0.5% | -13.9% | 0.168% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 646,262 | $16.32M | 1.7% | +7.0% | 0.192% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 85,303,270 | $2.15B | 3.0% | +1.6% | 25.343% | |
| 5/9/2024 | Texas Yale Capital Corp. | 121,423 | $3.07M | 0.1% | +3.6% | 0.036% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 38,234 | $965K | 0.1% | -9.1% | 0.011% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 101,714 | $2.57M | 0.6% | -8.1% | 0.030% | |
| 5/8/2024 | Bell Investment Advisors Inc | 49,200 | $1.24M | 0.2% | -17.2% | 0.015% | |
| 5/8/2024 | Sheets Smith Wealth Management | 14,444 | $365K | 0.0% | -92.2% | 0.004% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 15,896 | $401K | 0.0% | +5.3% | 0.005% | |
| 5/8/2024 | US Bancorp DE | 34,841 | $880K | 0.0% | -9.2% | 0.010% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 9,971 | $252K | 0.0% | -18.7% | 0.003% | |
| 5/8/2024 | Watershed Private Wealth LLC | 42,061 | $1.06M | 0.5% | -17.4% | 0.012% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 8,527 | $215K | 0.0% | -15.0% | 0.003% | |
| 5/7/2024 | Abbrea Capital LLC | 57,811 | $1.46M | 0.2% | -26.5% | 0.017% | |
| 5/7/2024 | Atomi Financial Group Inc. | 22,868 | $577K | 0.1% | +7.4% | 0.007% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 51,394 | $1.30M | 0.5% | -11.4% | 0.015% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 490,369 | $12.38M | 0.4% | +11.3% | 0.146% | |
| 5/7/2024 | Wealthspire Advisors LLC | 866,440 | $21.88M | 0.3% | +0.1% | 0.257% | |
| 5/7/2024 | Motive Wealth Advisors | 15,945 | $403K | 0.2% | +16.9% | 0.005% | |
| 5/6/2024 | Gill Capital Partners LLC | 9,576 | $244K | 0.1% | +11.4% | 0.003% | |
| 5/6/2024 | Kades & Cheifetz LLC | 45,893 | $1.16M | 0.7% | -33.1% | 0.014% | |
| 5/6/2024 | Advisory Alpha LLC | 9,121 | $230K | 0.0% | -36.2% | 0.003% | |
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| 5/4/2024 | PrairieView Partners LLC | 127,889 | $3.23M | 0.4% | -1.8% | 0.038% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 251,698 | $6.36M | 0.3% | +3.8% | 0.075% | |
| 5/4/2024 | Gould Asset Management LLC CA | 10,520 | $266K | 0.1% | -34.0% | 0.003% | |
| 5/4/2024 | Csenge Advisory Group | 14,092 | $356K | 0.0% | -3.8% | 0.004% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 11,450 | $289K | 0.2% | -3.3% | 0.003% | |
| 5/3/2024 | Smithbridge Asset Management Inc. DE | 13,752 | $347K | 0.1% | -57.0% | 0.004% | |
| 5/3/2024 | Larson Financial Group LLC | 4,179 | $106K | 0.0% | -16.1% | 0.001% | |
| 5/3/2024 | Callan Capital LLC | 288,693 | $7.29M | 0.6% | +1.2% | 0.086% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,309 | $361K | 0.0% | +15.5% | 0.004% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 15,451 | $390K | 0.0% | +3.6% | 0.005% | |
| 5/3/2024 | GSA Capital Partners LLP | 71,243 | $1.80M | 0.1% | -35.8% | 0.021% | |
| 5/2/2024 | Mutual Advisors LLC | 84,728 | $2.14M | 0.1% | -22.2% | 0.025% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 66,096 | $1.67M | 0.0% | -55.0% | 0.020% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 4,536 | $115K | 0.0% | -97.6% | 0.001% | |
| 5/2/2024 | GSB Wealth Management LLC | 8,116 | $205K | 0.1% | -18.0% | 0.002% | |
| 5/2/2024 | Alliance Wealth Management Group | 505,200 | $12.76M | 3.7% | +4.6% | 0.150% | |
| 5/2/2024 | Choreo LLC | 11,539 | $291K | 0.0% | -9.9% | 0.003% | |
| 5/2/2024 | Schaeffer Financial LLC | 9,363 | $236K | 0.2% | -7.7% | 0.003% | |
| 5/2/2024 | REDW Wealth LLC | 17,098 | $432K | 0.1% | -38.9% | 0.005% | |
| 5/1/2024 | Stone Point Wealth LLC | 10,767 | $272K | 0.1% | +5.8% | 0.003% | |
| 5/1/2024 | Wakefield Asset Management LLLP | 165,750 | $4.19M | 1.4% | +2.1% | 0.049% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 49,195 | $1.24M | 0.0% | -1.5% | 0.015% | |
| 5/1/2024 | Ballast Advisors LLC | 262,996 | $6.64M | 2.2% | +11.1% | 0.078% | |
| 5/1/2024 | Horan Capital Advisors LLC. | 15,581 | $393K | 0.1% | -14.7% | 0.005% | |
| 5/1/2024 | Avior Wealth Management LLC | 125,350 | $3.17M | 0.1% | -9.7% | 0.037% | |
| 5/1/2024 | Retirement Group LLC | 24,035 | $607K | 0.2% | +2.8% | 0.007% | |
| 5/1/2024 | Mission Wealth Management LP | 51,298 | $1.30M | 0.0% | -7.8% | 0.015% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 220,086 | $5.56M | 0.1% | -7.5% | 0.065% | |
| 4/30/2024 | Private Advisor Group LLC | 90,055 | $2.27M | 0.0% | -1.0% | 0.027% | |
| 4/30/2024 | Curtis Advisory Group LLC | 14,403 | $364K | 0.1% | -3.3% | 0.004% | |
| 4/30/2024 | SWS Partners | 22,304 | $563K | 0.2% | -2.8% | 0.007% | |
| 4/30/2024 | HB Wealth Management LLC | 48,692 | $1.23M | 0.0% | -3.4% | 0.014% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 15,957 | $403K | 0.2% | -6.1% | 0.005% | |
| 4/30/2024 | JMG Financial Group Ltd. | 926,686 | $23.40M | 0.9% | +2.3% | 0.275% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 449,949 | $11.36M | 2.6% | +4.2% | 0.134% | |
| 4/30/2024 | Naples Global Advisors LLC | 368,074 | $9.29M | 1.0% | +5.9% | 0.109% | |
| 4/30/2024 | Perigon Wealth Management LLC | 113,679 | $2.87M | 0.1% | +7.4% | 0.034% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 339,067 | $8.56M | 0.0% | +2.4% | 0.101% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 102,022 | $2.58M | 0.2% | -4.5% | 0.030% | |
| 4/29/2024 | Benjamin Edwards Inc. | 9,086 | $229K | 0.0% | +11.0% | 0.003% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 774,727 | $19.56M | 0.4% | +16.2% | 0.230% | |
| 4/29/2024 | RWA Wealth Partners LLC | 175,058 | $4.42M | 0.1% | +1.0% | 0.052% | |
| 4/29/2024 | American Capital Advisory LLC | 11,620 | $285K | 0.2% | +140.9% | 0.003% | |
| 4/29/2024 | Guardian Wealth Advisors LLC | 7,958 | $201K | 0.1% | N/A | 0.002% | |
| 4/27/2024 | Fonville Wealth Management LLC | 24,747 | $625K | 0.3% | -1.6% | 0.007% | |
| 4/26/2024 | Aspen Investment Management Inc | 22,909 | $578K | 0.3% | -3.2% | 0.007% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 6,676 | $169K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | Opus Capital Group LLC | 62,048 | $1.57M | 0.2% | N/A | 0.018% | |
| 4/26/2024 | Sigma Investment Counselors Inc. | 10,867 | $274K | 0.0% | -5.2% | 0.003% | |
| 4/26/2024 | Emerald Advisors LLC | 11,762 | $297K | 0.1% | -24.0% | 0.003% | |
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| 4/26/2024 | Oakwell Private Wealth Management LLC | 106,307 | $2.68M | 0.8% | -1.6% | 0.032% | |
| 4/25/2024 | Bishop & Co Investment Management LLC | 153,893 | $3.89M | 1.6% | +15.0% | 0.046% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 70,188 | $1.77M | 0.3% | +2.2% | 0.021% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 11,579 | $292K | 0.0% | -43.8% | 0.003% | |
| 4/25/2024 | Armor Investment Advisors LLC | 101,428 | $2.56M | 1.2% | +11.4% | 0.030% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 234,391 | $5.92M | 0.0% | +4.8% | 0.070% | |
| 4/24/2024 | Private Trust Co. NA | 31,311 | $791K | 0.1% | +21.0% | 0.009% | |
| 4/24/2024 | Leavell Investment Management Inc. | 104,078 | $2.63M | 0.2% | -4.8% | 0.031% | |
| 4/24/2024 | Krilogy Financial LLC | 1,325,194 | $33.46M | 2.6% | +2.4% | 0.394% | |
| 4/24/2024 | Zhang Financial LLC | 11,458 | $289K | 0.0% | -7.3% | 0.003% | |
