| 5/17/2024 | XML Financial LLC | 398,024 | $36.91M | 3.8% | -0.5% | 0.136% | |
| 5/17/2024 | Comerica Bank | 15,333 | $1.42M | 0.0% | +10.9% | 0.005% | |
| 5/17/2024 | Pineridge Advisors LLC | 386 | $36K | 0.0% | +45.7% | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 21,175 | $1.96M | 0.0% | +11.7% | 0.007% | |
| 5/16/2024 | Ancora Advisors LLC | 11,207 | $1.04M | 0.0% | +7.4% | 0.004% | |
| 5/16/2024 | Waverly Advisors LLC | 123,667 | $11.47M | 0.3% | +3,819.7% | 0.042% | |
|
| 5/16/2024 | Silvercrest Asset Management Group LLC | 6,772 | $628K | 0.0% | -2.3% | 0.002% | |
| 5/16/2024 | Captrust Financial Advisors | 239,381 | $21.95M | 0.1% | -3.4% | 0.082% | |
| 5/16/2024 | Econ Financial Services Corp | 5,274 | $489K | 0.3% | -4.3% | 0.002% | |
| 5/15/2024 | SVB Wealth LLC | 25,690 | $2.38M | 0.1% | +2.6% | 0.009% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 6,321 | $587K | 0.0% | N/A | 0.002% | |
| 5/15/2024 | Kestra Advisory Services LLC | 514,616 | $47.72M | 0.3% | +3.5% | 0.176% | |
| 5/15/2024 | 1832 Asset Management L.P. | 5,830 | $541K | 0.0% | +18.0% | 0.002% | |
| 5/15/2024 | Linscomb Wealth Inc. | 37,570 | $3.48M | 0.2% | +7.2% | 0.013% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 4,610 | $427K | 0.0% | -29.6% | 0.002% | |
| 5/14/2024 | EP Wealth Advisors LLC | 75,890 | $7.04M | 0.1% | -7.2% | 0.026% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 4,123 | $382K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | CreativeOne Wealth LLC | 32,225 | $2.99M | 0.1% | +909.2% | 0.011% | |
| 5/14/2024 | Sculati Wealth Management LLC | 84,484 | $7.83M | 3.4% | -1.0% | 0.029% | |
| 5/14/2024 | Forte Capital LLC ADV | 505,820 | $46.90M | 5.8% | +3.7% | 0.173% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 28,210 | $2.62M | 0.6% | +1,032.5% | 0.010% | |
| 5/14/2024 | Evermay Wealth Management LLC | 2,628 | $244K | 0.0% | -8.8% | 0.001% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 29,698 | $2.75M | 1.6% | -8.9% | 0.010% | |
| 5/14/2024 | Owen LaRue LLC | 6,294 | $584K | 0.4% | -16.6% | 0.002% | |
| 5/13/2024 | Goepper Burkhardt LLC | 308,875 | $28.70M | 13.4% | +2.5% | 0.106% | |
| 5/13/2024 | Cedar Wealth Management LLC | 11,467 | $1.06M | 0.3% | +9.3% | 0.004% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 24,962 | $2.31M | 0.0% | +9.6% | 0.009% | |
| 5/11/2024 | Spreng Capital Management Inc. | 107,315 | $9.95M | 5.4% | +33.2% | 0.037% | |
| 5/11/2024 | Lcnb Corp | 139,588 | $12.94M | 4.7% | +3.6% | 0.048% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 8,717 | $808K | 0.4% | +7.0% | 0.003% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 21,396 | $1.98M | 0.2% | -6.7% | 0.007% | |
| 5/11/2024 | Cynosure Group LLC | 9,391 | $871K | 0.2% | +19.2% | 0.003% | |
| 5/11/2024 | Northern Capital Management Inc. | 499,798 | $46.34M | 32.3% | +3.1% | 0.171% | |
| 5/10/2024 | Osaic Holdings Inc. | 4,926,478 | $456.80M | 1.0% | -21.4% | 1.684% | |
| 5/10/2024 | Blue Barn Wealth LLC | 40,160 | $3.72M | 2.1% | -8.6% | 0.014% | |
| 5/10/2024 | Cooper Haims Advisors LLC | 18,711 | $1.74M | 1.0% | -4.3% | 0.006% | |
| 5/10/2024 | Broadview Financial Management LLC | 34,584 | $3.21M | 2.3% | -8.2% | 0.012% | |
| 5/10/2024 | Ciovacco Capital Management LLC | 84,373 | $7.82M | 5.3% | +83.8% | 0.029% | |
| 5/10/2024 | Kelman Lazarov Inc. | 501,533 | $46.50M | 9.1% | -1.0% | 0.171% | |
| 5/10/2024 | Nwam LLC | 12,231 | $1.13M | 0.1% | -29.6% | 0.004% | |
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| 5/10/2024 | Reston Wealth Management LLC | 19,378 | $1.80M | 0.7% | -23.6% | 0.007% | |
| 5/9/2024 | Barden Capital Management Inc. | 33,891 | $3.14M | 3.0% | -38.9% | 0.012% | |
| 5/9/2024 | ProVise Management Group LLC | 236,533 | $21.93M | 1.9% | -14.1% | 0.081% | |
| 5/9/2024 | Leo Wealth LLC | 43,408 | $4.03M | 0.4% | +1.5% | 0.015% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 18,230 | $1.69M | 0.0% | -7.4% | 0.006% | |
| 5/9/2024 | Blair William & Co. IL | 48,858 | $4.53M | 0.0% | -2.4% | 0.017% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 14,318 | $1.33M | 0.0% | +2.0% | 0.005% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 70,878 | $6.57M | 0.2% | +14.6% | 0.024% | |
| 5/9/2024 | JBR Co Financial Management Inc | 12,323 | $1.14M | 0.9% | -10.5% | 0.004% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 15,079 | $1.40M | 0.1% | -9.8% | 0.005% | |
| 5/9/2024 | Delta Investment Management LLC | 2,185 | $203K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | SageView Advisory Group LLC | 10,961 | $1.02M | 0.0% | -18.0% | 0.004% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 3,865 | $358K | 0.0% | -3.0% | 0.001% | |
| 5/9/2024 | Souders Financial Advisors | 180,372 | $16.72M | 2.6% | -5.1% | 0.062% | |
| 5/9/2024 | Angeles Wealth Management LLC | 246,083 | $22.82M | 2.3% | N/A | 0.084% | |
| 5/9/2024 | New Insight Wealth Advisors | 3,668 | $340K | 0.2% | +37.7% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 490,730 | $45.50M | 4.7% | +643.7% | 0.168% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 388,679 | $36.04M | 8.3% | +3.0% | 0.133% | |
| 5/8/2024 | Cozad Asset Management Inc. | 11,810 | $1.10M | 0.1% | +1.5% | 0.004% | |
| 5/8/2024 | MAI Capital Management | 501,738 | $46.52M | 0.5% | +1.5% | 0.172% | |
| 5/8/2024 | Ethos Financial Group LLC | 171,736 | $15.93M | 3.0% | +5.6% | 0.059% | |
| 5/8/2024 | Bleakley Financial Group LLC | 293,829 | $27.24M | 0.8% | -3.6% | 0.100% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 485,942 | $45.06M | 0.4% | +28.7% | 0.166% | |
| 5/8/2024 | US Bancorp DE | 214,706 | $19.91M | 0.0% | -7.3% | 0.073% | |
| 5/8/2024 | Roffman Miller Associates Inc. PA | 9,619 | $892K | 0.1% | -3.9% | 0.003% | |
| 5/8/2024 | Tranquility Partners LLC | 4,870 | $452K | 0.2% | -5.0% | 0.002% | |
| 5/8/2024 | Watershed Private Wealth LLC | 20,657 | $1.92M | 0.8% | -18.5% | 0.007% | |
| 5/8/2024 | Semus Wealth Partners LLC | 7,943 | $736K | 0.6% | -69.4% | 0.003% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 8,059 | $747K | 0.1% | +13.4% | 0.003% | |
| 5/7/2024 | Capital Square LLC | 8,067 | $748K | 0.5% | N/A | 0.003% | |
| 5/7/2024 | Fiduciary Family Office LLC | 5,124 | $475K | 0.2% | N/A | 0.002% | |
| 5/7/2024 | WMG Financial Advisors LLC | 5,302 | $492K | 0.3% | N/A | 0.002% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 3,612 | $335K | 0.1% | -8.3% | 0.001% | |
| 5/7/2024 | Sei Investments Co. | 9,089,817 | $842.81M | 1.2% | +0.9% | 3.108% | |
| 5/7/2024 | GW Henssler & Associates Ltd. | 20,069 | $1.86M | 0.1% | -2.7% | 0.007% | |
| 5/7/2024 | Stonebrook Private Inc. | 4,935 | $458K | 0.1% | +6.7% | 0.002% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 27,180 | $2.52M | 0.8% | +11.0% | 0.009% | |
| 5/7/2024 | Atomi Financial Group Inc. | 145,611 | $13.50M | 1.2% | +70.1% | 0.050% | |
| 5/7/2024 | Allegheny Financial Group LTD | 157,904 | $14.64M | 4.5% | +7.1% | 0.054% | |
| 5/7/2024 | WealthPLAN Partners LLC | 5,473 | $507K | 0.1% | -28.1% | 0.002% | |
| 5/7/2024 | KCM Investment Advisors LLC | 7,956 | $738K | 0.0% | -6.8% | 0.003% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 50,255 | $4.66M | 2.1% | -0.9% | 0.017% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 2,822 | $262K | 0.0% | -40.4% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 43,295 | $4.01M | 0.1% | +17.4% | 0.015% | |
| 5/7/2024 | PFG Advisors | 65,307 | $6.06M | 0.4% | +30.7% | 0.022% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 24,116 | $2.24M | 1.9% | -23.3% | 0.008% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 19,858 | $1.84M | 0.1% | +115.0% | 0.007% | |
| 5/7/2024 | Wealthspire Advisors LLC | 7,419 | $688K | 0.0% | -31.7% | 0.003% | |
| 5/7/2024 | Insight Advisors LLC PA | 28,128 | $2.61M | 0.5% | -32.9% | 0.010% | |
| 5/7/2024 | Marquette Asset Management LLC | 995,279 | $92.28M | 16.0% | -0.9% | 0.340% | |
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| 5/7/2024 | Stokes Family Office LLC | 2,891 | $268K | 0.0% | -4.9% | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 712,400 | $66.05M | 0.2% | +35.1% | 0.244% | |
| 5/6/2024 | HBC Financial Services PLLC | 1,802 | $159K | 0.1% | -21.7% | 0.001% | |
| 5/6/2024 | SYM FINANCIAL Corp | 10,031 | $930K | 0.2% | -52.9% | 0.003% | |
| 5/6/2024 | Kades & Cheifetz LLC | 21,868 | $2.03M | 1.3% | +17.5% | 0.007% | |
| 5/6/2024 | Gallacher Capital Management LLC | 5,064 | $470K | 0.2% | -18.9% | 0.002% | |
| 5/6/2024 | Advisory Alpha LLC | 28,472 | $2.64M | 0.1% | -0.4% | 0.010% | |
| 5/4/2024 | Evolution Advisers Inc. | 1,108 | $103K | 0.1% | -10.9% | 0.000% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 14,247 | $1.32M | 0.8% | -3.2% | 0.005% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 54,023 | $5.01M | 2.4% | +19.9% | 0.018% | |
