| 5/10/2024 | Nwam LLC | 6,475 | $484K | 0.0% | -7.1% | 0.007% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 11,494 | $874K | 0.1% | -20.7% | 0.012% | |
| 5/9/2024 | Blair William & Co. IL | 10,406 | $791K | 0.0% | +114.1% | 0.011% | |
| 5/9/2024 | Ledyard National Bank | 90,868 | $6.91M | 0.7% | +0.9% | 0.095% | |
| 5/9/2024 | TBH Global Asset Management LLC | 70,826 | $5.39M | 1.1% | -8.9% | 0.074% | |
| 5/9/2024 | SageView Advisory Group LLC | 27,468 | $2.09M | 0.1% | N/A | 0.029% | |
|
| 5/9/2024 | Texas Yale Capital Corp. | 6,948 | $528K | 0.0% | -3.0% | 0.007% | |
| 5/9/2024 | BHK Investment Advisors LLC | 61,315 | $4.66M | 1.8% | +22.6% | 0.064% | |
| 5/8/2024 | Private Wealth Advisors LLC | 110,187 | $8.38M | 3.4% | -46.7% | 0.115% | |
| 5/8/2024 | Bleakley Financial Group LLC | 34,407 | $2.62M | 0.1% | -85.9% | 0.036% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,705 | $358K | 0.0% | -21.4% | 0.005% | |
| 5/8/2024 | Watershed Private Wealth LLC | 9,194 | $699K | 0.3% | -15.6% | 0.010% | |
| 5/7/2024 | Abbrea Capital LLC | 25,908 | $1.97M | 0.3% | +2.8% | 0.027% | |
| 5/7/2024 | Stonebrook Private Inc. | 3,801 | $289K | 0.1% | -11.6% | 0.004% | |
| 5/7/2024 | Smithfield Trust Co | 607,519 | $46.17M | 2.4% | -1.5% | 0.636% | |
| 5/7/2024 | Wealthspire Advisors LLC | 9,345 | $710K | 0.0% | -22.1% | 0.010% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 27,118 | $2.06M | 0.0% | +15.1% | 0.028% | |
| 5/6/2024 | Latigo Investments LLC | 105,826 | $8.05M | 4.1% | +0.2% | 0.111% | |
| 5/6/2024 | Grandfield & Dodd LLC | 9,270 | $705K | 0.0% | -12.3% | 0.010% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 681 | $52K | 0.0% | -65.9% | 0.001% | |
| 5/4/2024 | 9258 Wealth Management LLC | 23,447 | $1.78M | 0.3% | +3.3% | 0.025% | |
| 5/4/2024 | Csenge Advisory Group | 6,517 | $495K | 0.0% | +11.6% | 0.007% | |
| 5/3/2024 | Integris Wealth Management LLC | 103,724 | $7.89M | 2.2% | -1.2% | 0.109% | |
| 5/3/2024 | Etfidea LLC | 16,336 | $1.24M | 0.4% | -1.5% | 0.017% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 341 | $26K | 0.0% | +367.1% | 0.000% | |
| 5/2/2024 | Graypoint LLC | 17,868 | $1.36M | 0.1% | -4.6% | 0.019% | |
| 5/2/2024 | Haverford Trust Co | 1,036,188 | $78.78M | 0.8% | +1.8% | 1.085% | |
| 5/2/2024 | Lincoln National Corp | 1,193,994 | $90.78M | 1.4% | 0.0% | 1.250% | |
| 5/2/2024 | Choreo LLC | 6,146 | $467K | 0.0% | +4.3% | 0.006% | |
| 5/2/2024 | Presilium Private Wealth LLC | 278,462 | $21.17M | 5.6% | +5.9% | 0.291% | |
| 5/1/2024 | Tanager Wealth Management LLP | 230,043 | $17.49M | 2.8% | +10.9% | 0.241% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,342,231 | $330.14M | 1.0% | +3.6% | 4.545% | |
| 5/1/2024 | BNP Paribas Financial Markets | 150,000 | $11.40M | 0.0% | +1,499,900.0% | 0.157% | |
| 5/1/2024 | Blue Trust Inc. | 163,262 | $12.41M | 0.2% | +87.8% | 0.171% | |
| 4/30/2024 | Private Advisor Group LLC | 19,302 | $1.47M | 0.0% | -15.2% | 0.020% | |
| 4/30/2024 | HB Wealth Management LLC | 38,499 | $2.93M | 0.0% | -12.7% | 0.040% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 4,461 | $336K | 0.0% | -99.6% | 0.005% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 43,252 | $3.29M | 0.0% | +62.0% | 0.045% | |
| 4/29/2024 | Phillips Wealth Planners LLC | 17,893 | $1.29M | 1.5% | +8.4% | 0.019% | |
| 4/27/2024 | White Pine Investment CO | 5,085 | $387K | 0.1% | -5.6% | 0.005% | |
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| 4/26/2024 | Plan Group Financial LLC | 18,295 | $1.39M | 0.9% | -1.5% | 0.019% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 9,038 | $687K | 0.1% | +24.5% | 0.009% | |
| 4/25/2024 | Fee Only Financial Planning L.C. | 2,689 | $204K | 0.1% | -11.5% | 0.003% | |
| 4/25/2024 | GFS Advisors LLC | 14,101 | $1.07M | 0.2% | -2.4% | 0.015% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 110,087 | $8.37M | 0.0% | +1.3% | 0.115% | |
| 4/24/2024 | Private Trust Co. NA | 7,226 | $549K | 0.1% | -7.4% | 0.008% | |
| 4/24/2024 | 1900 Wealth Management LLC | 100,338 | $7.63M | 0.7% | +0.4% | 0.105% | |
| 4/24/2024 | Simplicity Wealth LLC | 51,327 | $3.90M | 0.1% | +277.5% | 0.054% | |
| 4/24/2024 | Spire Wealth Management | 4,087 | $311K | 0.0% | +26.5% | 0.004% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 23,728 | $1.80M | 0.2% | -4.5% | 0.025% | |
| 4/23/2024 | Global Retirement Partners LLC | 807 | $61K | 0.0% | +48.1% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 17,019 | $1.29M | 0.0% | -19.8% | 0.018% | |
| 4/22/2024 | Raymond James & Associates | 3,742,248 | $284.52M | 0.2% | +3.4% | 3.917% | |
| 4/19/2024 | GenTrust LLC | 1,019,168 | $77.49M | 4.8% | -17.4% | 1.067% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 497,255 | $37.81M | 3.3% | +3.5% | 0.521% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 3,175 | $241K | 0.0% | -32.2% | 0.003% | |
| 4/18/2024 | MGO Private Wealth LLC | 81,216 | $6.18M | 3.9% | -14.0% | 0.085% | |
| 4/18/2024 | Oliver Luxxe Assets LLC | 33,715 | $2.56M | 0.5% | -0.8% | 0.035% | |
| 4/17/2024 | Atticus Wealth Management LLC | 4,384 | $333K | 0.1% | -13.8% | 0.005% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,408 | $1.63M | 0.0% | -21.3% | 0.022% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 111,914 | $8.51M | 1.3% | +4.5% | 0.117% | |
| 4/15/2024 | Cooksen Wealth LLC | 28,244 | $2.15M | 2.2% | +3.4% | 0.030% | |
| 4/13/2024 | Evanson Asset Management LLC | 31,240 | $2.38M | 0.2% | +4.6% | 0.034% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 48,161 | $3.66M | 0.1% | -4.5% | 0.052% | |
| 4/11/2024 | Ballentine Partners LLC | 346,829 | $26.37M | 0.5% | +2.4% | 0.376% | |
| 4/11/2024 | Salem Investment Counselors Inc. | 6,210 | $472K | 0.0% | -8.7% | 0.007% | |
| 4/11/2024 | Executive Wealth Group LLC | 32,900 | $2.43M | 0.5% | +200.4% | 0.036% | |
| 4/11/2024 | Moller Wealth Partners | 102,233 | $7.77M | 2.1% | -1.5% | 0.111% | |
| 4/11/2024 | BTC Capital Management Inc. | 15,768 | $1.20M | 0.1% | N/A | 0.017% | |
| 4/10/2024 | Park Avenue Securities LLC | 9,627 | $732K | 0.0% | +10.3% | 0.010% | |
| 4/9/2024 | Montecito Bank & Trust | 15,971 | $1.21M | 0.2% | +12.9% | 0.017% | |
| 4/9/2024 | Mather Group LLC. | 4,500,523 | $324.17M | 5.0% | -0.4% | 4.875% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 215,518 | $15.52M | 0.0% | -2.8% | 0.233% | |
| 3/22/2024 | Cooksen Wealth LLC | 27,319 | $1.97M | 2.2% | N/A | 0.030% | |
| 3/21/2024 | Addis & Hill Inc | 120,668 | $9.07M | 8.1% | N/A | 0.131% | |
| 3/21/2024 | Grayhawk Investment Strategies Inc. | 76,600 | $5.52M | 2.9% | -7.2% | 0.083% | |
| 3/20/2024 | Family Wealth Partners LLC | 29,050 | $2.09M | 1.6% | N/A | 0.031% | |
| 3/12/2024 | Executive Wealth Group LLC | 10,953 | $789K | 0.5% | +1.9% | 0.012% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 298,100 | $21.47M | 0.0% | +59.8% | 0.323% | |
| 2/28/2024 | Bbjs Financial Advisors LLC | 162,830 | $11.73M | 4.1% | +0.3% | 0.176% | |
| 2/21/2024 | Garde Capital Inc. | 627,503 | $45.20M | 3.4% | -3.1% | 0.680% | |
| 2/14/2024 | Prudential PLC | 13,410 | $966K | 0.0% | +20.8% | 0.015% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 3,712,231 | $267.39M | 0.1% | +2.9% | 4.021% | |
| 2/13/2024 | Karpus Management Inc. | 383,832 | $27.65M | 0.8% | -11.0% | 0.416% | |
| 2/13/2024 | Stephens Inc. AR | 31,837 | $2.29M | 0.0% | +3.3% | 0.034% | |
| 2/13/2024 | Holderness Investments Co. | 13,305 | $958K | 0.3% | N/A | 0.014% | |
| 2/13/2024 | Belpointe Asset Management LLC | 10,380 | $748K | 0.1% | +240.6% | 0.011% | |
| 2/13/2024 | Ratio Wealth Group | 85,473 | $6.16M | 1.3% | +50.8% | 0.093% | |
| 2/13/2024 | Rathbones Group PLC | 148,427 | $10.69M | 0.1% | +4.8% | 0.161% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 34,103 | $2.46M | 0.1% | +136.1% | 0.037% | |
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| 2/12/2024 | Brown Brothers Harriman & Co. | 915 | $66K | 0.0% | N/A | 0.001% | |
| 2/12/2024 | Phillips Wealth Planners LLC | 16,511 | $1.17M | 1.4% | -6.5% | 0.018% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 4,254 | $306K | 0.0% | N/A | 0.005% | |
| 2/12/2024 | Stifel Financial Corp | 149,602 | $10.78M | 0.0% | +8.1% | 0.162% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 3,997 | $288K | 0.0% | +296.1% | 0.004% | |
| 2/12/2024 | Glassman Wealth Services | 939 | $68K | 0.0% | +18.9% | 0.001% | |
| 2/9/2024 | TBH Global Asset Management LLC | 77,704 | $5.60M | 1.1% | N/A | 0.084% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 108,699 | $7.83M | 0.0% | +15.3% | 0.118% | |
| 2/9/2024 | JPL Wealth Management LLC | 20,900 | $1.51M | 1.1% | N/A | 0.023% | |
| 2/9/2024 | Assetmark Inc. | 743,179 | $53.53M | 0.2% | +3.3% | 0.805% | |
