| 7/26/2024 | Walkner Condon Financial Advisors LLC | 8,065 | $635K | 0.1% | -2.9% | 0.008% | |
| 7/26/2024 | Simmons Bank | 3,893 | $307K | 0.0% | -21.0% | 0.004% | |
| 7/26/2024 | ABLE Financial Group LLC | 5,028 | $396K | 0.1% | +11.7% | 0.005% | |
| 7/26/2024 | WealthShield Partners LLC | 36,055 | $2.84M | 0.4% | +1.4% | 0.035% | |
| 7/26/2024 | Harbour Investments Inc. | 25,224 | $1.99M | 0.1% | -7.2% | 0.025% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 4,262 | $336K | 0.0% | -2.9% | 0.004% | |
|
| 7/26/2024 | Atomi Financial Group Inc. | 17,873 | $1.41M | 0.1% | +5.6% | 0.017% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 215,206 | $16.95M | 0.1% | +14.2% | 0.210% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 5,304 | $418K | 0.0% | +24.7% | 0.005% | |
| 7/26/2024 | Paulson Wealth Management Inc. | 3,375 | $266K | 0.1% | +5.1% | 0.003% | |
| 7/26/2024 | Bank of New York Mellon Corp | 160,873 | $12.67M | 0.0% | -5.3% | 0.157% | |
| 7/25/2024 | Wade Financial Advisory Inc | 3,751 | $296K | 0.1% | -3.8% | 0.004% | |
| 7/25/2024 | SNS Financial Group LLC | 4,344 | $342K | 0.0% | +19.0% | 0.004% | |
| 7/25/2024 | Levy Wealth Management Group LLC | 19,713 | $1.55M | 0.4% | -3.6% | 0.019% | |
| 7/25/2024 | Planning Alternatives Ltd. ADV | 15,147 | $1.19M | 0.2% | +4.3% | 0.015% | |
| 7/25/2024 | Laurel Wealth Planning LLC | 100,222 | $7.90M | 5.5% | -9.7% | 0.098% | |
| 7/25/2024 | Waypoint Wealth Partners Inc. | 42,425 | $3.34M | 1.0% | -0.5% | 0.041% | |
| 7/24/2024 | McAdam LLC | 3,761 | $296K | 0.0% | +5.6% | 0.004% | |
| 7/24/2024 | Charter Oak Capital Management LLC | 28,979 | $2.28M | 0.2% | -2.8% | 0.028% | |
| 7/24/2024 | Diversified LLC | 13,998 | $1.10M | 0.1% | N/A | 0.014% | |
| 7/24/2024 | Pathway Financial Advisors LLC | 2,549 | $201K | 0.1% | -43.8% | 0.002% | |
| 7/23/2024 | HTLF Bank | 8,005 | $631K | 0.1% | +10.3% | 0.008% | |
| 7/23/2024 | Vicus Capital | 22,756 | $1.79M | 0.2% | -2.3% | 0.022% | |
| 7/23/2024 | Orgel Wealth Management LLC | 106,820 | $8.42M | 0.2% | +44.2% | 0.104% | |
| 7/22/2024 | Aaron Wealth Advisors LLC | 7,926 | $624K | 0.1% | +2.6% | 0.008% | |
| 7/22/2024 | Alaska Wealth Advisors | 25,522 | $2.01M | 0.3% | -7.3% | 0.025% | |
| 7/22/2024 | Fifth Third Bancorp | 1,851,720 | $145.88M | 0.6% | -5.0% | 1.803% | |
| 7/22/2024 | RTD Financial Advisors Inc. | 26,445 | $2.08M | 0.3% | +2.4% | 0.026% | |
| 7/22/2024 | Onyx Bridge Wealth Group LLC | 6,128 | $483K | 0.1% | +28.9% | 0.006% | |
| 7/22/2024 | Horizons Wealth Management | 1,873 | $149K | 0.1% | -41.8% | 0.002% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 718 | $57K | 0.0% | N/A | 0.001% | |
| 7/22/2024 | SeaCrest Wealth Management LLC | 8,045 | $634K | 0.1% | +205.7% | 0.008% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 16,124 | $1.29M | 0.1% | -4.3% | 0.016% | |
| 7/20/2024 | Accredited Investors Inc. | 63,158 | $4.98M | 0.3% | +4.2% | 0.061% | |
| 7/19/2024 | Long Run Wealth Advisors LLC | 24,574 | $1.94M | 0.5% | -11.9% | 0.024% | |
| 7/19/2024 | Western Wealth Management LLC | 8,505 | $670K | 0.0% | +5.4% | 0.008% | |
| 7/19/2024 | Chesley Taft & Associates LLC | 6,500 | $512K | 0.0% | -16.3% | 0.006% | |
| 7/19/2024 | Integris Wealth Management LLC | 42,811 | $3.37M | 1.0% | -2.7% | 0.042% | |
| 7/19/2024 | Revolve Wealth Partners LLC | 3,134 | $247K | 0.0% | -21.8% | 0.003% | |
| 7/19/2024 | Raymond James & Associates | 31,175 | $2.46M | 0.0% | -4.6% | 0.030% | |
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| 7/19/2024 | CFM Wealth Partners LLC | 23,174 | $1.83M | 0.3% | -1.1% | 0.023% | |
| 7/18/2024 | Brookstone Capital Management | 22,358 | $1.81M | 0.0% | -0.8% | 0.022% | |
| 7/18/2024 | Pure Financial Advisors LLC | 4,703 | $371K | 0.0% | -35.7% | 0.005% | |
| 7/18/2024 | TriaGen Wealth Management LLC | 25,470 | $2.01M | 0.8% | -1.0% | 0.025% | |
| 7/18/2024 | Silver Lake Advisory LLC | 4,054 | $319K | 0.1% | N/A | 0.004% | |
| 7/17/2024 | Physician Wealth Advisors Inc. | 3,901 | $318K | 0.1% | -9.6% | 0.004% | |
| 7/17/2024 | Ruedi Wealth Management Inc. | 455 | $36K | 0.0% | +309.9% | 0.000% | |
| 7/17/2024 | ERn Financial LLC | 8,484 | $668K | 0.1% | +3.0% | 0.008% | |
| 7/17/2024 | SOA Wealth Advisors LLC. | 74,851 | $5.90M | 1.2% | -2.1% | 0.073% | |
| 7/17/2024 | Tarbox Family Office Inc. | 3,505 | $276K | 0.0% | +9.9% | 0.003% | |
| 7/17/2024 | AdvisorNet Financial Inc | 2,248 | $177K | 0.0% | -20.2% | 0.002% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 2,656 | $209K | 0.0% | +855.4% | 0.003% | |
| 7/16/2024 | Falcon Wealth Planning | 4,874 | $384K | 0.0% | +2.7% | 0.005% | |
| 7/16/2024 | RHS Financial LLC | 25,772 | $2.03M | 1.2% | -0.5% | 0.025% | |
| 7/16/2024 | Mainsail Financial Group LLC | 4,567 | $360K | 0.2% | +21.8% | 0.004% | |
| 7/16/2024 | Financial Insights Inc. | 13,232 | $1.04M | 0.3% | -2.6% | 0.013% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 223,561 | $17.61M | 0.0% | +1.1% | 0.218% | |
| 7/16/2024 | Diversified Trust Co | 23,631 | $1.86M | 0.1% | -0.8% | 0.023% | |
| 7/16/2024 | Hart & Patterson Financial Group LLC | 53,461 | $4.21M | 2.1% | -7.4% | 0.052% | |
| 7/16/2024 | Gemmer Asset Management LLC | 6,311 | $497K | 0.1% | -2.4% | 0.006% | |
| 7/16/2024 | Bangor Savings Bank | 8,169 | $644K | 0.1% | +15.5% | 0.008% | |
| 7/16/2024 | Sequoia Financial Advisors LLC | 5,297 | $417K | 0.0% | -23.3% | 0.005% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 74,276 | $5.85M | 0.2% | -8.0% | 0.072% | |
| 7/15/2024 | Matrix Asset Advisors Inc. NY | 3,176 | $250K | 0.0% | -7.7% | 0.003% | |
| 7/15/2024 | Presilium Private Wealth LLC | 9,209 | $725K | 0.2% | +4.2% | 0.009% | |
| 7/15/2024 | Coastline Trust Co | 9,071 | $715K | 0.1% | +3.9% | 0.009% | |
| 7/13/2024 | Pioneer Wealth Management Group | 23,493 | $1.85M | 1.0% | +5.6% | 0.023% | |
| 7/12/2024 | Williams & Novak LLC | 21,875 | $1.72M | 1.6% | +10.1% | 0.021% | |
| 7/12/2024 | Carr Financial Group Corp | 15,789 | $1.24M | 0.4% | +1.7% | 0.015% | |
| 7/12/2024 | Bond & Devick Financial Network Inc. | 98,596 | $7.77M | 4.2% | -2.7% | 0.096% | |
| 7/12/2024 | Diversify Advisory Services LLC | 2,929 | $233K | 0.0% | -21.6% | 0.003% | |
| 7/12/2024 | Pine Haven Investment Counsel Inc | 31,524 | $2.48M | 2.1% | +4.3% | 0.031% | |
| 7/12/2024 | Sax Wealth Advisors LLC | 18,822 | $1.48M | 0.1% | N/A | 0.018% | |
| 7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 47,246 | $3.72M | 0.1% | +14.5% | 0.046% | |
| 7/12/2024 | Shira Ridge Wealth Management | 106,027 | $8.35M | 4.7% | +1.4% | 0.103% | |
| 7/11/2024 | Manning & Napier Advisors LLC | 4,326 | $341K | 0.0% | N/A | 0.004% | |
| 7/11/2024 | Symmetry Partners LLC | 6,924 | $545K | 0.0% | +100.5% | 0.007% | |
| 7/11/2024 | Pacifica Partners Inc. | 1,257 | $100K | 0.0% | N/A | 0.001% | |
| 7/11/2024 | Clarius Group LLC | 82,152 | $6.47M | 0.5% | +2.4% | 0.080% | |
| 7/11/2024 | Lwmg LLC | 2,580 | $203K | 0.0% | N/A | 0.003% | |
| 7/10/2024 | Richard P Slaughter Associates Inc | 9,826 | $774K | 0.2% | +174.9% | 0.010% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 10,049 | $792K | 0.0% | -6.1% | 0.010% | |
| 7/10/2024 | CGN Advisors LLC | 12,288 | $968K | 0.1% | +144.5% | 0.012% | |
| 7/10/2024 | Aprio Wealth Management LLC | 13,278 | $1.05M | 0.2% | +19.8% | 0.013% | |
| 7/10/2024 | CWM LLC | 1,459 | $115K | 0.0% | -28.8% | 0.001% | |
| 7/10/2024 | Apella Capital LLC | 84,951 | $6.77M | 0.3% | -0.4% | 0.083% | |
| 7/9/2024 | Park Avenue Securities LLC | 38,974 | $3.07M | 0.0% | +0.6% | 0.038% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 8,186 | $645K | 0.1% | +8.2% | 0.008% | |
| 7/9/2024 | Parkside Advisors LLC | 35,351 | $2.79M | 0.7% | +6.5% | 0.035% | |
| 7/9/2024 | ZRC Wealth Management LLC | 19,467 | $1.53M | 0.7% | +35.3% | 0.019% | |
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| 7/9/2024 | Mather Group LLC. | 178,197 | $14.24M | 0.2% | +11.2% | 0.175% | |
| 7/8/2024 | RVW Wealth LLC | 127,496 | $10.04M | 1.0% | -11.5% | 0.125% | |
| 7/8/2024 | IMPACTfolio LLC | 381,694 | $30.07M | 16.8% | +5.5% | 0.375% | |
| 7/3/2024 | Hilltop Wealth Advisors LLC | 29,142 | $2.30M | 1.2% | -1.9% | 0.029% | |
| 7/2/2024 | First Hawaiian Bank | 5,478 | $432K | 0.0% | -43.3% | 0.005% | |
| 7/2/2024 | Appleton Partners Inc. MA | 5,231 | $412K | 0.0% | -4.3% | 0.005% | |
| 6/28/2024 | Quent Capital LLC | 46,236 | $3.70M | 0.4% | +10.3% | 0.045% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 1,532 | $118K | 0.0% | N/A | 0.001% | |
| 6/5/2024 | Objective Capital Management LLC | 40,209 | $3.21M | 2.2% | -7.4% | 0.039% | |
| 5/30/2024 | Cambridge Trust Co. | 7,838 | $626K | 0.0% | -8.1% | 0.008% | |
