| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 92,795 | $6.38M | 0.0% | +12.9% | 0.087% | |
| 4/24/2024 | Zhang Financial LLC | 32,025 | $2.20M | 0.2% | +14.4% | 0.030% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 3,307 | $228K | 0.0% | +7.5% | 0.003% | |
| 4/24/2024 | Marino Stram & Associates LLC | 37,018 | $2.55M | 0.6% | +38.2% | 0.035% | |
| 4/24/2024 | Childress Capital Advisors LLC | 22,700 | $1.56M | 0.5% | -84.8% | 0.021% | |
| 4/24/2024 | Essex Financial Services Inc. | 19,505 | $1.34M | 0.1% | -4.1% | 0.018% | |
|
| 4/24/2024 | Gunma Bank Ltd. | 50,000 | $3.44M | 1.8% | -39.8% | 0.047% | |
| 4/23/2024 | Bfsg LLC | 2,244 | $154K | 0.0% | +7.3% | 0.002% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 17,723 | $1.22M | 0.1% | N/A | 0.017% | |
| 4/23/2024 | Sugarloaf Wealth Management LLC | 4,027 | $277K | 0.1% | +16.6% | 0.004% | |
| 4/23/2024 | KLR Investment Advisors LLC | 11,725 | $792K | 0.6% | -12.1% | 0.011% | |
| 4/23/2024 | Rebalance LLC | 152,330 | $10.48M | 0.9% | -0.2% | 0.142% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 661,469 | $45.51M | 0.1% | +29.7% | 0.617% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 784,851 | $54.00M | 4.8% | +14.6% | 0.732% | |
| 4/22/2024 | PFG Investments LLC | 9,036 | $622K | 0.0% | +5.2% | 0.008% | |
| 4/22/2024 | Family Investment Center Inc. | 116,345 | $8.01M | 2.6% | -0.2% | 0.108% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 623 | $43K | 0.0% | N/A | 0.001% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 3,098 | $213K | 0.0% | N/A | 0.003% | |
| 4/22/2024 | Drive Wealth Management LLC | 23,151 | $1.59M | 0.4% | +15.8% | 0.022% | |
| 4/22/2024 | Donaldson Capital Management LLC | 21,549 | $1.48M | 0.1% | +3.0% | 0.020% | |
| 4/22/2024 | Raymond James & Associates | 107,620 | $7.40M | 0.0% | -19.7% | 0.100% | |
| 4/19/2024 | Financial Perspectives Inc | 97,617 | $6.72M | 2.5% | -2.6% | 0.091% | |
| 4/19/2024 | RTD Financial Advisors Inc. | 163,625 | $11.26M | 1.5% | -1.0% | 0.153% | |
| 4/19/2024 | KFG Wealth Management LLC | 3,762 | $259K | 0.1% | N/A | 0.004% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 21,669 | $1.49M | 0.8% | -6.4% | 0.020% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 15,292 | $1.05M | 0.1% | N/A | 0.014% | |
| 4/18/2024 | Oxinas Partners Wealth Management LLC | 7,566 | $521K | 0.3% | +21.0% | 0.007% | |
| 4/18/2024 | Main Line Retirement Advisors LLC | 200,977 | $13.82M | 10.9% | +5.6% | 0.187% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 2,206 | $152K | 0.0% | +37.8% | 0.002% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 8,297 | $571K | 0.3% | +16.2% | 0.008% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 3,581 | $246K | 0.0% | -24.1% | 0.003% | |
| 4/18/2024 | Mayfair Advisory Group LLC | 38,290 | $2.63M | 1.9% | +15.4% | 0.036% | |
| 4/18/2024 | Barry Investment Advisors LLC | 371,833 | $25.58M | 8.5% | +3.7% | 0.347% | |
| 4/18/2024 | Clarity Wealth Advisors LLC | 61,481 | $4.23M | 1.4% | +19.5% | 0.057% | |
| 4/18/2024 | AMI Investment Management Inc. | 3,783 | $260K | 0.1% | +15.5% | 0.004% | |
| 4/17/2024 | CRA Financial Services LLC | 3,902 | $268K | 0.1% | N/A | 0.004% | |
| 4/17/2024 | Burns J W & Co. Inc. NY | 125,993 | $8.67M | 1.2% | -2.4% | 0.117% | |
| 4/16/2024 | Bridge Advisory LLC | 16,831 | $1.16M | 0.6% | +54.0% | 0.016% | |
| 4/16/2024 | Courier Capital LLC | 49,912 | $3.43M | 0.2% | +30.9% | 0.047% | |
| 4/16/2024 | Transform Wealth LLC | 32,261 | $2.22M | 0.2% | +85.3% | 0.030% | |
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| 4/16/2024 | 180 Wealth Advisors LLC | 37,979 | $2.61M | 0.5% | +5.1% | 0.035% | |
| 4/16/2024 | Pasadena Private Wealth LLC | 7,040 | $484K | 0.1% | +10.2% | 0.007% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 8,161 | $561K | 0.0% | +31.0% | 0.008% | |
| 4/16/2024 | Procyon Advisors LLC | 346,192 | $23.82M | 1.8% | -6.7% | 0.323% | |
| 4/15/2024 | Signet Financial Management LLC | 4,752 | $327K | 0.0% | +11.9% | 0.004% | |
| 4/15/2024 | Orgel Wealth Management LLC | 2,434,088 | $167.47M | 4.6% | +4.5% | 2.269% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 55,250 | $3.80M | 0.1% | +0.6% | 0.052% | |
| 4/15/2024 | Sovereign Financial Group Inc. | 6,721 | $462K | 0.1% | -4.8% | 0.006% | |
| 4/15/2024 | McNamara Financial Services Inc. | 12,951 | $891K | 0.2% | -4.2% | 0.012% | |
| 4/15/2024 | Kwmg LLC | 183,714 | $12.64M | 1.4% | +0.8% | 0.171% | |
| 4/15/2024 | Prentice Wealth Management LLC | 132,331 | $9.10M | 3.2% | +3.6% | 0.123% | |
| 4/12/2024 | Mechanics Bank Trust Department | 23,375 | $1.61M | 0.2% | -10.3% | 0.022% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 121,513 | $8.36M | 1.7% | +5.2% | 0.113% | |
| 4/12/2024 | Unison Advisors LLC | 161,237 | $11.09M | 1.1% | -13.2% | 0.150% | |
| 4/12/2024 | Global Assets Advisory LLC | 97,379 | $6.70M | 0.0% | N/A | 0.091% | |
| 4/12/2024 | Southland Equity Partners LLC | 34,039 | $2.34M | 0.7% | +2.5% | 0.032% | |
| 4/12/2024 | First PREMIER Bank | 57,166 | $3.93M | 1.0% | +70.5% | 0.053% | |
| 4/12/2024 | True North Advisors LLC | 3,093 | $213K | 0.1% | -34.3% | 0.003% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 41,710 | $2.87M | 0.9% | +11.4% | 0.039% | |
| 4/11/2024 | RDA Financial Network | 6,119 | $421K | 0.1% | +63.0% | 0.006% | |
| 4/11/2024 | Roble Belko & Company Inc | 281,960 | $19.40M | 3.3% | +34.4% | 0.263% | |
| 4/11/2024 | 17 Capital Partners LLC | 6,654 | $458K | 0.3% | N/A | 0.006% | |
| 4/11/2024 | MCIA Inc | 45,011 | $3.12M | 0.9% | -96.2% | 0.042% | |
| 4/10/2024 | Park Avenue Securities LLC | 15,036 | $1.03M | 0.0% | +23.6% | 0.014% | |
| 4/10/2024 | Apella Capital LLC | 3,393 | $235K | 0.0% | N/A | 0.003% | |
| 4/10/2024 | BCS Wealth Management | 50,148 | $3.45M | 1.1% | +11.3% | 0.047% | |
| 4/10/2024 | Wedmont Private Capital | 82,167 | $5.69M | 0.4% | +5.9% | 0.077% | |
| 4/9/2024 | Montecito Bank & Trust | 37,076 | $2.55M | 0.5% | -9.8% | 0.035% | |
| 4/9/2024 | Adirondack Trust Co. | 686 | $47K | 0.0% | +535.2% | 0.001% | |
| 4/9/2024 | Collective Family Office LLC | 17,379 | $1.20M | 0.4% | -31.0% | 0.016% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 5,060 | $348K | 0.0% | -44.4% | 0.005% | |
| 4/9/2024 | Mainsail Asset Management LLC | 3,347 | $230K | 0.2% | N/A | 0.003% | |
| 4/5/2024 | First Hawaiian Bank | 433,735 | $29.84M | 0.9% | -0.7% | 0.411% | |
| 4/4/2024 | Moseley Investment Management Inc. | 13,707 | $943K | 0.5% | -3.0% | 0.013% | |
| 4/3/2024 | Duncan Williams Asset Management LLC | 14,278 | $982K | 0.9% | N/A | 0.014% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 49,004 | $3.37M | 0.4% | +3.4% | 0.046% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 255,352 | $16.98M | 0.0% | -4.2% | 0.242% | |
| 3/21/2024 | Ariston Services Group | 82,900 | $5.51M | 5.3% | N/A | 0.079% | |
| 3/18/2024 | CoreFirst Bank & Trust | 32,584 | $2.17M | 1.4% | +6.5% | 0.031% | |
| 3/7/2024 | Objective Capital Management LLC | 3,943 | $262K | 0.2% | +20.7% | 0.004% | |
| 3/4/2024 | Fortis Group Advisors LLC | 2,680 | $178K | 0.0% | +100.0% | 0.003% | |
| 2/28/2024 | EP Wealth Advisors LLC | 14,531 | $966K | 0.0% | +32.6% | 0.014% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 18,833 | $1.25M | 0.7% | +8.3% | 0.018% | |
| 2/26/2024 | Integrated Advisors Network LLC | 144,814 | $9.63M | 0.5% | +1.3% | 0.137% | |
| 2/22/2024 | Proathlete Wealth Management LLC | 10,759 | $715K | 0.4% | N/A | 0.010% | |
| 2/20/2024 | GLOBALT Investments LLC GA | 6,481 | $431K | 0.0% | N/A | 0.006% | |
| 2/16/2024 | Childress Capital Advisors LLC | 149,580 | $9.95M | 3.0% | -1.4% | 0.142% | |
| 2/15/2024 | OLD Mission Capital LLC | 189,848 | $12.62M | 0.2% | +1,973.3% | 0.180% | |
| 2/15/2024 | Bell Investment Advisors Inc | 3,674 | $244K | 0.1% | +8.3% | 0.003% | |
| 2/15/2024 | C M Bidwell & Associates Ltd. | 5,646 | $375K | 0.3% | -10.5% | 0.005% | |
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| 2/14/2024 | Creative Planning | 645,112 | $42.89M | 0.1% | -1.5% | 0.611% | |
| 2/14/2024 | Regal Investment Advisors LLC | 67,052 | $4.46M | 0.3% | -47.0% | 0.064% | |
| 2/14/2024 | Connectus Wealth LLC | 241,033 | $16.03M | 0.3% | -12.5% | 0.228% | |
| 2/14/2024 | SWAN Capital LLC | 214,965 | $14.29M | 9.0% | +20.9% | 0.204% | |
| 2/14/2024 | Waterloo Capital L.P. | 6,323 | $420K | 0.1% | N/A | 0.006% | |
| 2/14/2024 | Angeles Investment Advisors LLC | 26,000 | $1.73M | 0.1% | -41.2% | 0.025% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 1,584,045 | $105.32M | 0.0% | +0.3% | 1.501% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 96,033 | $6.39M | 0.0% | +12.4% | 0.091% | |
| 2/13/2024 | Per Stirling Capital Management LLC. | 18,131 | $1.21M | 0.2% | -11.3% | 0.017% | |
| 2/13/2024 | Belpointe Asset Management LLC | 8,292 | $551K | 0.0% | -66.5% | 0.008% | |
