| 5/7/2024 | Windward Private Wealth Management Inc. | 9,990 | $1.10M | 0.5% | -11.3% | 0.003% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 19,256 | $2.13M | 0.1% | +1.0% | 0.006% | |
| 5/7/2024 | Wealthspire Advisors LLC | 245,895 | $27.17M | 0.4% | -6.5% | 0.076% | |
| 5/7/2024 | Howard Wealth Management LLC | 37,607 | $4.16M | 3.4% | -2.9% | 0.012% | |
| 5/7/2024 | Empowered Funds LLC | 345,043 | $38.13M | 0.7% | N/A | 0.106% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,475 | $2.37M | 0.0% | +667.0% | 0.007% | |
|
| 5/6/2024 | SYM FINANCIAL Corp | 53,903 | $5.96M | 1.0% | +8.1% | 0.017% | |
| 5/6/2024 | Manchester Capital Management LLC | 112,144 | $12.39M | 1.5% | -3.5% | 0.034% | |
| 5/4/2024 | Hemington Wealth Management | 34,253 | $3.79M | 1.4% | +0.5% | 0.011% | |
| 5/4/2024 | Evolution Advisers Inc. | 2,141 | $237K | 0.1% | +59.2% | 0.001% | |
| 5/4/2024 | Vista Capital Partners Inc. | 4,691 | $518K | 0.1% | +15.2% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,227 | $136K | 0.0% | -15.1% | 0.000% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 12,427 | $1.37M | 0.8% | -2.1% | 0.004% | |
| 5/3/2024 | Signaturefd LLC | 34,454 | $3.81M | 0.1% | -21.1% | 0.011% | |
| 5/3/2024 | Investments & Financial Planning LLC | 64,433 | $7.12M | 4.9% | -1.8% | 0.020% | |
| 5/3/2024 | Embree Financial Group | 5,193 | $574K | 0.1% | -15.4% | 0.002% | |
| 5/3/2024 | Catalina Capital Group LLC | 4,587 | $507K | 0.2% | N/A | 0.001% | |
| 5/3/2024 | Forte Asset Management LLC | 2,050 | $227K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | TFB Advisors LLC | 2,010 | $214K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | Lutz Financial Services LLC | 3,827 | $423K | 0.0% | -4.6% | 0.001% | |
| 5/3/2024 | Pictet North America Advisors SA | 154,461 | $17.07M | 1.9% | -7.8% | 0.047% | |
| 5/3/2024 | Liberty Wealth Management LLC | 2,032 | $224K | 0.0% | -98.1% | 0.001% | |
| 5/3/2024 | Integrity Financial Corp WA | 4,231 | $468K | 0.3% | +19.3% | 0.001% | |
| 5/2/2024 | Financial Counselors Inc. | 1,942 | $215K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Hudock Inc. | 4,405 | $487K | 0.1% | -3.5% | 0.001% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 6,395 | $707K | 0.1% | -15.5% | 0.002% | |
| 5/2/2024 | Haverford Trust Co | 1,925 | $213K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | First Pacific Advisors LP | 22,600 | $2.50M | 0.0% | +28.4% | 0.007% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 61,363 | $6.78M | 1.2% | N/A | 0.019% | |
| 5/2/2024 | St. Louis Trust Co | 118,871 | $13.14M | 2.1% | +4.7% | 0.037% | |
| 5/2/2024 | Choreo LLC | 59,405 | $6.56M | 0.2% | +5.7% | 0.018% | |
| 5/2/2024 | Family Firm Inc. | 4,393 | $485K | 0.1% | +8.4% | 0.001% | |
| 5/2/2024 | Presilium Private Wealth LLC | 16,393 | $1.81M | 0.5% | +1.7% | 0.005% | |
| 5/2/2024 | Palisade Asset Management LLC | 1,370 | $151K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | PDS Planning Inc | 44,748 | $4.95M | 0.5% | +6.3% | 0.014% | |
| 5/1/2024 | Tanager Wealth Management LLP | 21,608 | $2.39M | 0.4% | +4.2% | 0.007% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 31,977 | $3.53M | 0.0% | -2.4% | 0.010% | |
| 5/1/2024 | BNP Paribas Financial Markets | 350,854 | $38.77M | 0.0% | +75.5% | 0.108% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 209,720 | $23.17M | 0.0% | -0.5% | 0.064% | |
| 5/1/2024 | Mission Wealth Management LP | 13,324 | $1.47M | 0.0% | +77.8% | 0.004% | |
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| 5/1/2024 | Bridgewater Advisors Inc. | 87,394 | $9.66M | 1.4% | +1.3% | 0.027% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 64,945 | $7.18M | 0.1% | -9.2% | 0.020% | |
| 5/1/2024 | DecisionPoint Financial LLC | 2,997 | $323K | 0.1% | +5.2% | 0.001% | |
| 4/30/2024 | Private Advisor Group LLC | 117,812 | $13.02M | 0.1% | -2.6% | 0.036% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 12,551 | $1.39M | 0.1% | -9.3% | 0.004% | |
| 4/30/2024 | TFC Financial Management Inc. | 1,542 | $170K | 0.0% | +175.8% | 0.000% | |
| 4/30/2024 | Hartline Investment Corp | 4,686 | $518K | 0.1% | N/A | 0.001% | |
| 4/30/2024 | HB Wealth Management LLC | 14,186 | $1.57M | 0.0% | -10.1% | 0.004% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 2,533 | $280K | 0.1% | +15.6% | 0.001% | |
| 4/30/2024 | SWP Financial LLC | 7,880 | $871K | 0.6% | +15.0% | 0.002% | |
| 4/30/2024 | Caprock Group LLC | 23,757 | $2.63M | 0.2% | +21.8% | 0.007% | |
| 4/30/2024 | Perigon Wealth Management LLC | 15,424 | $1.70M | 0.1% | +8.6% | 0.005% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 368,423 | $40.71M | 0.1% | -17.7% | 0.113% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 3,392 | $375K | 0.0% | -5.7% | 0.001% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 6,253 | $691K | 0.0% | +7.3% | 0.002% | |
| 4/29/2024 | Paragon Advisors LLC | 7,961 | $880K | 0.4% | -60.6% | 0.002% | |
| 4/29/2024 | RWA Wealth Partners LLC | 20,434 | $2.26M | 0.0% | +9.2% | 0.006% | |
| 4/29/2024 | Intelligent Financial Strategies | 31,526 | $3.48M | 2.2% | +6.9% | 0.010% | |
| 4/27/2024 | DORVAL Corp | 117,953 | $12.68M | 5.9% | -0.1% | 0.036% | |
| 4/26/2024 | UMB Bank n.a. | 23,531 | $2.60M | 0.0% | -2.0% | 0.007% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 277 | $31K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 12,684 | $1.40M | 0.1% | +7.6% | 0.004% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 176,389 | $19.49M | 0.4% | N/A | 0.054% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 6,421 | $710K | 0.1% | -4.4% | 0.002% | |
| 4/26/2024 | Bogart Wealth LLC | 1,045 | $115K | 0.0% | +10.2% | 0.000% | |
| 4/25/2024 | Lindbrook Capital LLC | 35,135 | $3.88M | 0.4% | -1.2% | 0.011% | |
| 4/25/2024 | Strategy Asset Managers LLC | 6,031 | $666K | 0.1% | +9.2% | 0.002% | |
| 4/25/2024 | Seven Post Investment Office LP | 70,931 | $7.84M | 1.9% | -1.3% | 0.022% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 32,903 | $3.52M | 0.1% | +11.7% | 0.010% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 103,429 | $11.43M | 0.0% | +13.9% | 0.032% | |
| 4/25/2024 | Christopher J. Hasenberg Inc | 1,014 | $112K | 0.1% | N/A | 0.000% | |
| 4/25/2024 | Intergy Private Wealth LLC | 49,352 | $5.45M | 2.2% | +0.6% | 0.015% | |
| 4/24/2024 | Leavell Investment Management Inc. | 75,994 | $8.40M | 0.5% | +2.8% | 0.023% | |
| 4/24/2024 | Zhang Financial LLC | 508,608 | $56.20M | 4.2% | +5.4% | 0.156% | |
| 4/24/2024 | CENTRAL TRUST Co | 1,701 | $188K | 0.0% | +29.6% | 0.001% | |
| 4/24/2024 | Oak Family Advisors LLC | 1,893 | $209K | 0.1% | -6.9% | 0.001% | |
| 4/24/2024 | Simplicity Wealth LLC | 486,911 | $53.80M | 1.3% | N/A | 0.150% | |
| 4/24/2024 | Archford Capital Strategies LLC | 10,492 | $1.16M | 0.2% | -8.1% | 0.003% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 11,349 | $1.25M | 0.3% | -3.4% | 0.003% | |
| 4/24/2024 | Spire Wealth Management | 26,295 | $2.91M | 0.1% | +12.4% | 0.008% | |
| 4/24/2024 | Essex Financial Services Inc. | 8,532 | $943K | 0.1% | +1.5% | 0.003% | |
| 4/23/2024 | BSW Wealth Partners | 11,572 | $1.28M | 0.2% | +7.7% | 0.004% | |
| 4/23/2024 | Arbor Investment Advisors LLC | 43,598 | $4.82M | 0.7% | -6.0% | 0.013% | |
| 4/23/2024 | Sweet Financial Partners LLC | 24,345 | $2.69M | 0.6% | -2.5% | 0.007% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 6,202 | $685K | 0.1% | +10,236.7% | 0.002% | |
| 4/23/2024 | WASHINGTON TRUST Co | 752 | $83K | 0.0% | -35.8% | 0.000% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 3,875 | $428K | 0.0% | -7.3% | 0.001% | |
| 4/23/2024 | Fifth Third Bancorp | 114,058 | $12.60M | 0.0% | -7.4% | 0.035% | |
| 4/23/2024 | Wesbanco Bank Inc. | 1,822 | $201K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | Summit Trail Advisors LLC | 86,495 | $9.56M | 0.3% | +16.9% | 0.027% | |
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| 4/23/2024 | Applied Capital LLC | 2,735 | $302K | 0.2% | +39.5% | 0.001% | |
| 4/23/2024 | Principle Wealth Partners LLC | 10,071 | $1.11M | 0.1% | +5.9% | 0.003% | |
| 4/23/2024 | Strategic Blueprint LLC | 181,873 | $20.10M | 1.4% | +9.2% | 0.056% | |
| 4/23/2024 | Revisor Wealth Management LLC | 1,967 | $212K | 0.1% | N/A | 0.001% | |
| 4/23/2024 | Rebalance LLC | 2,351 | $260K | 0.0% | -20.4% | 0.001% | |
| 4/23/2024 | Hanson & Doremus Investment Management | 2,659 | $294K | 0.0% | +45.1% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 185,277 | $20.47M | 0.0% | +14.1% | 0.057% | |
| 4/22/2024 | Drive Wealth Management LLC | 1,886 | $208K | 0.1% | N/A | 0.001% | |
| 4/22/2024 | Raymond James & Associates | 301,887 | $33.36M | 0.0% | -60.6% | 0.093% | |
| 4/22/2024 | Lakewood Asset Management LLC | 37,211 | $4.11M | 2.8% | +6.2% | 0.011% | |
