| 5/14/2024 | Sentinel Pension Advisors Inc. | 15,688 | $751K | 0.2% | -17.6% | 0.007% | |
| 5/14/2024 | Northwest Wealth Management LLC | 195,515 | $9.36M | 2.6% | -7.0% | 0.085% | |
| 5/14/2024 | Evermay Wealth Management LLC | 120,333 | $5.76M | 0.9% | N/A | 0.053% | |
| 5/14/2024 | Titan Global Capital Management USA LLC | 28,403 | $1.36M | 0.2% | +25.7% | 0.012% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 5,302 | $254K | 0.1% | -7.7% | 0.002% | |
| 5/13/2024 | Windham Capital Management LLC | 8,598 | $412K | 0.3% | -93.4% | 0.004% | |
|
| 5/13/2024 | Clearbridge Investments LLC | 22,000 | $1.05M | 0.0% | -21.4% | 0.010% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 39,123 | $1.87M | 1.6% | -16.3% | 0.017% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 329,778 | $15.79M | 0.7% | -19.3% | 0.144% | |
| 5/10/2024 | Osaic Holdings Inc. | 723,467 | $34.65M | 0.1% | -37.7% | 0.316% | |
| 5/10/2024 | ARK & TLK Investments LLC | 36,692 | $1.76M | 0.6% | +11.4% | 0.016% | |
| 5/9/2024 | ProVise Management Group LLC | 424,907 | $20.35M | 1.8% | -2.8% | 0.186% | |
| 5/9/2024 | Blair William & Co. IL | 14,547 | $697K | 0.0% | +4.5% | 0.006% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 5,099 | $244K | 0.0% | +14.5% | 0.002% | |
| 5/9/2024 | Ledyard National Bank | 23,790 | $1.14M | 0.1% | -5.8% | 0.010% | |
| 5/9/2024 | SageView Advisory Group LLC | 50,483 | $2.42M | 0.1% | +25.7% | 0.022% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 12,278 | $588K | 0.2% | -10.6% | 0.005% | |
| 5/9/2024 | Angeles Wealth Management LLC | 8,833 | $423K | 0.0% | +59.6% | 0.004% | |
| 5/9/2024 | Portland Global Advisors LLC | 314,558 | $15.06M | 2.1% | +3.1% | 0.137% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 85,068 | $4.07M | 2.6% | +2.9% | 0.037% | |
| 5/8/2024 | Ethos Financial Group LLC | 106,204 | $5.08M | 1.0% | +5.8% | 0.046% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 57,025 | $2.73M | 0.1% | +8.5% | 0.025% | |
| 5/8/2024 | Bleakley Financial Group LLC | 657,617 | $31.49M | 0.9% | +8.5% | 0.287% | |
| 5/8/2024 | Heritage Wealth Advisors | 790 | $38K | 0.0% | -100.0% | 0.000% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 41,540 | $1.99M | 0.0% | -16.9% | 0.018% | |
| 5/8/2024 | US Bancorp DE | 129,029 | $6.18M | 0.0% | -5.5% | 0.056% | |
| 5/8/2024 | Sofi Wealth LLC | 158,503 | $7.59M | 0.7% | +9.6% | 0.069% | |
| 5/8/2024 | Verus Financial Partners Inc. | 6,679 | $320K | 0.0% | -33.2% | 0.003% | |
| 5/7/2024 | WNY Asset Management LLC | 38,905 | $1.86M | 0.3% | -44.9% | 0.017% | |
| 5/7/2024 | Abbrea Capital LLC | 363,658 | $17.42M | 2.3% | -5.1% | 0.159% | |
| 5/7/2024 | Sei Investments Co. | 7,886,588 | $377.69M | 0.6% | +19.5% | 3.446% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 94,923 | $4.55M | 0.9% | +41.8% | 0.041% | |
| 5/7/2024 | Nvwm LLC | 3,717 | $178K | 0.0% | +29.7% | 0.002% | |
| 5/7/2024 | Equity Investment Corp | 46,078 | $2.21M | 0.1% | -0.7% | 0.020% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 22,336 | $1.07M | 0.0% | -9.1% | 0.010% | |
| 5/7/2024 | PFG Advisors | 21,481 | $1.03M | 0.1% | +2.3% | 0.009% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,195,453 | $153.03M | 4.6% | +3.8% | 1.396% | |
| 5/7/2024 | Hilltop National Bank | 3,681 | $176K | 0.1% | N/A | 0.002% | |
| 5/7/2024 | Wealthspire Advisors LLC | 1,726,458 | $82.68M | 1.1% | +11.0% | 0.754% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 58,228 | $2.79M | 0.0% | -43.9% | 0.025% | |
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| 5/6/2024 | Leuthold Group LLC | 93,639 | $4.48M | 0.5% | +5.6% | 0.041% | |
| 5/6/2024 | Advisory Services Network LLC | 181,642 | $8.70M | 0.2% | -5.1% | 0.079% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 42,850 | $2.05M | 0.1% | -37.8% | 0.019% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 53,652 | $2.57M | 0.6% | -2.3% | 0.023% | |
| 5/6/2024 | Advisory Alpha LLC | 48,093 | $2.30M | 0.1% | -13.9% | 0.021% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 44,944 | $2.15M | 1.2% | +0.8% | 0.020% | |
| 5/4/2024 | Gould Asset Management LLC CA | 115,076 | $5.51M | 1.3% | -3.8% | 0.050% | |
| 5/4/2024 | WBI Investments LLC | 9,130 | $437K | 0.1% | -32.9% | 0.004% | |
| 5/4/2024 | One Degree Advisors Inc | 78,959 | $3.78M | 1.9% | -19.1% | 0.034% | |
| 5/4/2024 | Csenge Advisory Group | 22,826 | $1.09M | 0.1% | +33.5% | 0.010% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 5,705 | $273K | 0.1% | -19.9% | 0.002% | |
| 5/3/2024 | FDx Advisors Inc. | 29,720 | $1.42M | 0.2% | -8.0% | 0.013% | |
| 5/3/2024 | Embree Financial Group | 11,005 | $527K | 0.1% | -28.4% | 0.005% | |
| 5/3/2024 | Larson Financial Group LLC | 32,147 | $1.54M | 0.1% | -7.2% | 0.014% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 93,088 | $4.46M | 0.3% | +7.6% | 0.041% | |
| 5/3/2024 | Lutz Financial Services LLC | 109,817 | $5.26M | 0.5% | +4.5% | 0.048% | |
| 5/3/2024 | AA Financial Advisors LLC | 35,818 | $1.72M | 0.7% | -5.4% | 0.016% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 1,117 | $53K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | Financial Counselors Inc. | 30,979 | $1.48M | 0.0% | -43.7% | 0.014% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 41,392 | $1.98M | 0.4% | -15.1% | 0.018% | |
| 5/2/2024 | Graypoint LLC | 23,871 | $1.14M | 0.1% | +14.9% | 0.010% | |
| 5/2/2024 | Whitegate Investment Counselors Inc. | 217,975 | $10.44M | 2.9% | +0.2% | 0.095% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 44,401 | $2.13M | 1.9% | -10.9% | 0.019% | |
| 5/2/2024 | Curran Financial Partners LLC | 34,320 | $1.64M | 0.6% | +11.2% | 0.015% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 131,360 | $6.29M | 1.1% | +222.6% | 0.057% | |
| 5/2/2024 | Choreo LLC | 24,553 | $1.18M | 0.0% | -57.9% | 0.011% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 22,425 | $1.07M | 0.2% | +1.2% | 0.010% | |
| 5/1/2024 | Stone Point Wealth LLC | 17,544 | $840K | 0.3% | -30.3% | 0.008% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 175,596 | $8.41M | 2.1% | -1.8% | 0.077% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 54,729 | $2.62M | 0.0% | -61.0% | 0.024% | |
| 5/1/2024 | BNP Paribas Financial Markets | 6,078 | $291K | 0.0% | -33.3% | 0.003% | |
| 5/1/2024 | Klingman & Associates LLC | 1,209,631 | $57.93M | 4.0% | -17.0% | 0.529% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 108,510 | $5.20M | 0.0% | +22.4% | 0.047% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 20,528 | $983K | 0.1% | +14.2% | 0.009% | |
| 5/1/2024 | Diversify Advisory Services LLC | 4,911 | $235K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Private Advisor Group LLC | 122,690 | $5.88M | 0.0% | -20.8% | 0.054% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 18,437 | $883K | 0.0% | -59.7% | 0.008% | |
| 4/30/2024 | North Star Investment Management Corp. | 192,084 | $9.20M | 0.7% | -8.9% | 0.084% | |
| 4/30/2024 | SWAN Capital LLC | 36,049 | $1.73M | 1.0% | +23.5% | 0.016% | |
| 4/30/2024 | JMG Financial Group Ltd. | 58,442 | $2.80M | 0.1% | -26.3% | 0.026% | |
| 4/30/2024 | Private Wealth Management Group LLC | 74,134 | $3.55M | 1.6% | -17.8% | 0.032% | |
| 4/30/2024 | Perigon Wealth Management LLC | 175,277 | $8.39M | 0.3% | +7.9% | 0.077% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 4,645 | $222K | 0.0% | -22.6% | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 450,874 | $21.59M | 0.0% | -40.1% | 0.197% | |
| 4/29/2024 | ETF Store Inc. | 20,268 | $971K | 0.6% | +1.7% | 0.009% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,574 | $75K | 0.0% | -14.8% | 0.001% | |
| 4/29/2024 | Archvest Wealth Advisors Inc. | 164,929 | $7.88M | 5.6% | -7.9% | 0.072% | |
| 4/29/2024 | PBMares Wealth Management LLC | 6,280 | $301K | 0.1% | -12.4% | 0.003% | |
| 4/29/2024 | Fiduciary Planning LLC | 496,862 | $23.80M | 9.0% | +4.9% | 0.217% | |
| 4/29/2024 | RAM Investment Partners LLC | 78,989 | $3.78M | 1.2% | +4.2% | 0.035% | |
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| 4/27/2024 | Tenon Financial LLC | 4,921 | $236K | 0.2% | N/A | 0.002% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 30,730 | $1.47M | 0.6% | +4.8% | 0.013% | |
| 4/27/2024 | Capital Performance Advisors LLP | 38,757 | $1.86M | 0.7% | +46.3% | 0.017% | |
| 4/27/2024 | Austin Asset Management Co Inc | 98,026 | $4.69M | 1.0% | +9.2% | 0.043% | |
| 4/27/2024 | DORVAL Corp | 510,032 | $24.29M | 11.2% | +2.4% | 0.223% | |
| 4/26/2024 | JNBA Financial Advisors | 4,801 | $230K | 0.0% | -24.7% | 0.002% | |
| 4/26/2024 | Sage Rhino Capital LLC | 59,633 | $2.86M | 0.7% | +13.7% | 0.026% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 9,449 | $453K | 0.0% | N/A | 0.004% | |
| 4/26/2024 | MONECO Advisors LLC | 7,828 | $375K | 0.1% | -5.6% | 0.003% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 41,592 | $1.99M | 0.3% | +2.7% | 0.018% | |
