| 5/17/2024 | Beacon Capital Management LLC | 3,247 | $169K | 0.0% | -30.5% | 0.002% | |
| 5/17/2024 | Comerica Bank | 86,283 | $4.50M | 0.0% | +1.5% | 0.041% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 59,845 | $3.02M | 0.1% | +611.6% | 0.028% | |
| 5/16/2024 | Waverly Advisors LLC | 106,107 | $5.54M | 0.1% | N/A | 0.050% | |
| 5/16/2024 | Econ Financial Services Corp | 5,393 | $281K | 0.2% | N/A | 0.003% | |
| 5/15/2024 | SVB Wealth LLC | 97,247 | $5.07M | 0.1% | -16.3% | 0.046% | |
|
| 5/15/2024 | Fairview Capital Investment Management LLC | 17,430 | $909K | 0.1% | +13.1% | 0.008% | |
| 5/14/2024 | Advisors Asset Management Inc. | 5,679 | $296K | 0.0% | -19.9% | 0.003% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 10,781 | $562K | 0.0% | -11.6% | 0.005% | |
| 5/14/2024 | CreativeOne Wealth LLC | 119,475 | $6.23M | 0.2% | +1.5% | 0.057% | |
| 5/14/2024 | Mattern Wealth Management LLC | 8,704 | $454K | 0.1% | -41.2% | 0.004% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 4,789 | $250K | 0.1% | -14.4% | 0.002% | |
| 5/14/2024 | InterOcean Capital Group LLC | 5,207 | $272K | 0.0% | -20.3% | 0.002% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 6,984 | $364K | 0.0% | +349,100.0% | 0.003% | |
| 5/11/2024 | Covestor Ltd | 4,901 | $256K | 0.2% | +20.7% | 0.002% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 113,895 | $5.94M | 0.3% | +11.7% | 0.054% | |
| 5/10/2024 | Osaic Holdings Inc. | 160,550 | $8.38M | 0.0% | -51.1% | 0.076% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 11,798 | $615K | 0.1% | +8.4% | 0.006% | |
| 5/9/2024 | Corrado Advisors LLC | 36,289 | $1.89M | 1.2% | -5.1% | 0.017% | |
| 5/9/2024 | Kure Advisory LLC | 80,099 | $4.18M | 3.6% | +4.2% | 0.038% | |
| 5/9/2024 | Blair William & Co. IL | 13,253 | $691K | 0.0% | +68.6% | 0.006% | |
| 5/9/2024 | SageView Advisory Group LLC | 2,981 | $155K | 0.0% | -73.4% | 0.001% | |
| 5/9/2024 | MB Generational Wealth LLC | 11,429 | $596K | 0.5% | N/A | 0.005% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 17,919,530 | $934.68M | 1.3% | +2.2% | 8.485% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 36,327 | $1.90M | 1.2% | +10.6% | 0.017% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 16,023 | $836K | 0.1% | -11.7% | 0.008% | |
| 5/8/2024 | Sheets Smith Wealth Management | 8,185 | $427K | 0.0% | -12.2% | 0.004% | |
| 5/8/2024 | Heritage Wealth Advisors | 1,050 | $55K | 0.0% | -91.9% | 0.000% | |
| 5/8/2024 | Focused Wealth Management Inc | 3,838 | $200K | 0.0% | -96.5% | 0.002% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 122,129 | $6.37M | 0.1% | +54.0% | 0.058% | |
| 5/8/2024 | US Bancorp DE | 1,028,325 | $53.64M | 0.1% | -14.9% | 0.487% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 61,678 | $3.22M | 0.3% | -3.8% | 0.029% | |
| 5/8/2024 | Headlands Technologies LLC | 5,355 | $279K | 0.1% | +258.7% | 0.003% | |
| 5/7/2024 | Abbrea Capital LLC | 32,411 | $1.69M | 0.2% | +2.5% | 0.015% | |
| 5/7/2024 | Sei Investments Co. | 5,321,158 | $277.55M | 0.4% | +1.5% | 2.519% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 38,838 | $2.03M | 0.4% | +31.7% | 0.018% | |
| 5/7/2024 | Stonebrook Private Inc. | 12,924 | $674K | 0.2% | -21.2% | 0.006% | |
| 5/7/2024 | Atomi Financial Group Inc. | 101,724 | $5.31M | 0.5% | +1,049.9% | 0.048% | |
| 5/7/2024 | BCGM Wealth Management LLC | 70,569 | $3.68M | 1.3% | +69.3% | 0.033% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 8,233 | $429K | 0.2% | +103.0% | 0.004% | |
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| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,357 | $801K | 0.0% | +6.5% | 0.007% | |
| 5/7/2024 | Wealthspire Advisors LLC | 181,954 | $9.49M | 0.1% | -9.8% | 0.086% | |
| 5/7/2024 | Empowered Funds LLC | 42,799 | $2.23M | 0.0% | N/A | 0.020% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 38,201 | $1.99M | 0.0% | +22.1% | 0.018% | |
| 5/6/2024 | Kades & Cheifetz LLC | 36,961 | $1.93M | 1.2% | -0.5% | 0.018% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 1,449,463 | $75.60M | 16.7% | +4.9% | 0.686% | |
| 5/6/2024 | Advisory Alpha LLC | 483,126 | $25.20M | 1.0% | +9.2% | 0.229% | |
| 5/4/2024 | WBI Investments LLC | 39,298 | $2.05M | 0.4% | +70.2% | 0.019% | |
| 5/4/2024 | Csenge Advisory Group | 28,036 | $1.46M | 0.1% | +13.9% | 0.013% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 46,402 | $2.42M | 1.3% | -10.0% | 0.022% | |
| 5/4/2024 | Richardson Financial Services Inc. | 3,418 | $178K | 0.1% | +32.7% | 0.002% | |
| 5/3/2024 | FDx Advisors Inc. | 91,646 | $4.78M | 0.7% | -6.1% | 0.043% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 6,600 | $344K | 0.0% | -96.9% | 0.003% | |
| 5/3/2024 | Lutz Financial Services LLC | 828,563 | $43.22M | 3.8% | +0.4% | 0.392% | |
| 5/3/2024 | Rinkey Investments | 11,027 | $575K | 0.2% | +18.3% | 0.005% | |
| 5/2/2024 | Mutual Advisors LLC | 33,213 | $1.73M | 0.1% | +4.2% | 0.016% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 112,009 | $5.84M | 0.1% | +1.2% | 0.053% | |
| 5/2/2024 | Hardy Reed LLC | 9,356 | $488K | 0.1% | +34.7% | 0.004% | |
| 5/2/2024 | Gilbert & Cook Inc. | 23,841 | $1.24M | 0.2% | -21.1% | 0.011% | |
| 5/2/2024 | Clear Investment Research LLC | 13,371 | $697K | 0.9% | +4.2% | 0.006% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 301,336 | $15.72M | 2.7% | +416.9% | 0.143% | |
| 5/2/2024 | Choreo LLC | 33,428 | $1.74M | 0.0% | -17.0% | 0.016% | |
| 5/2/2024 | High Note Wealth LLC | 88,478 | $4.62M | 1.5% | -2.1% | 0.042% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 155,134 | $8.09M | 0.7% | +6.5% | 0.073% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 7,316 | $382K | 0.0% | -71.7% | 0.003% | |
| 5/1/2024 | CWS Financial Advisors LLC | 7,468 | $390K | 0.2% | -43.0% | 0.004% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 5,514 | $288K | 0.0% | -53.1% | 0.003% | |
| 5/1/2024 | Avior Wealth Management LLC | 334,688 | $17.46M | 0.8% | +7.1% | 0.157% | |
| 5/1/2024 | Retirement Group LLC | 22,772 | $1.19M | 0.4% | -27.4% | 0.011% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 31,168 | $1.63M | 0.0% | -0.9% | 0.015% | |
| 4/30/2024 | Private Advisor Group LLC | 85,078 | $4.44M | 0.0% | -11.3% | 0.040% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 59,212 | $3.08M | 0.2% | +1.1% | 0.028% | |
| 4/30/2024 | HB Wealth Management LLC | 7,240 | $378K | 0.0% | +83.0% | 0.003% | |
| 4/30/2024 | JMG Financial Group Ltd. | 51,529 | $2.69M | 0.1% | +6.5% | 0.024% | |
| 4/30/2024 | Signet Investment Advisory Group Inc. | 166,628 | $8.69M | 4.8% | +0.9% | 0.078% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 377,939 | $19.71M | 4.5% | +2.8% | 0.178% | |
| 4/30/2024 | Arkadios Wealth Advisors | 15,505 | $809K | 0.1% | +12.2% | 0.007% | |
| 4/30/2024 | Perigon Wealth Management LLC | 58,661 | $3.06M | 0.1% | +11.4% | 0.028% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 4,316 | $225K | 0.1% | +8.1% | 0.002% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 4,571 | $238K | 0.0% | -73.5% | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 70,075 | $3.66M | 0.0% | -18.9% | 0.033% | |
| 4/29/2024 | Principal Financial Group Inc. | 306,215 | $15.97M | 0.0% | +10.8% | 0.144% | |
| 4/29/2024 | Lederer & Associates Investment Counsel CA | 32,313 | $1.69M | 1.2% | -1.3% | 0.015% | |
| 4/29/2024 | Meritage Portfolio Management | 33,623 | $1.75M | 0.1% | -19.5% | 0.016% | |
| 4/27/2024 | Guardian Financial Partners LLC | 4,914 | $256K | 0.2% | +25.7% | 0.002% | |
| 4/26/2024 | UMB Bank n.a. | 4,489 | $234K | 0.0% | +6.7% | 0.002% | |
| 4/26/2024 | Prairiewood Capital LLC | 133,027 | $6.94M | 3.3% | +9.5% | 0.063% | |
| 4/26/2024 | Rocky Mountain Advisers LLC | 25,964 | $1.35M | 0.4% | -0.8% | 0.012% | |
| 4/26/2024 | Sumitomo Life Insurance Co. | 457,800 | $23.74M | 0.6% | +45.0% | 0.215% | |
| 4/26/2024 | MONECO Advisors LLC | 7,103 | $370K | 0.1% | -3.5% | 0.003% | |
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| 4/26/2024 | Pine Haven Investment Counsel Inc | 20,660 | $1.08M | 0.9% | +1.6% | 0.010% | |
| 4/26/2024 | Latitude Advisors LLC | 9,656 | $504K | 0.3% | +12.9% | 0.005% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 43,547 | $2.27M | 0.3% | +1.0% | 0.020% | |
| 4/25/2024 | Financial Architects LLC | 554,133 | $28.90M | 20.0% | +14.9% | 0.261% | |
| 4/25/2024 | Summit Financial LLC | 16,956 | $884K | 0.1% | -10.1% | 0.008% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 200,552 | $10.46M | 0.0% | -12.0% | 0.094% | |
| 4/25/2024 | Intergy Private Wealth LLC | 15,711 | $819K | 0.3% | -35.4% | 0.007% | |
| 4/24/2024 | Zhang Financial LLC | 7,950 | $415K | 0.0% | N/A | 0.004% | |
| 4/24/2024 | CENTRAL TRUST Co | 2,580,233 | $134.59M | 3.4% | +11.6% | 1.214% | |
| 4/24/2024 | Simplicity Wealth LLC | 8,876 | $463K | 0.0% | N/A | 0.004% | |
