| 11/25/2024 | Synovus Financial Corp | 110,299 | $3.36M | 0.0% | +38.2% | 0.196% | |
| 11/18/2024 | TD Private Client Wealth LLC | 17,677 | $538K | 0.0% | +65.6% | 0.031% | |
| 11/15/2024 | MML Investors Services LLC | 31,231 | $951K | 0.0% | -3.3% | 0.055% | |
| 11/15/2024 | Laraway Financial Advisors Inc | 39,875 | $1.21M | 1.0% | -1.4% | 0.071% | |
| 11/15/2024 | Jane Street Group LLC | 1,115,933 | $33.97M | 0.0% | -27.6% | 1.982% | |
| 11/15/2024 | Stifel Financial Corp | 41,855 | $1.27M | 0.0% | +173.7% | 0.074% | |
|
| 11/15/2024 | HighTower Advisors LLC | 1,760,301 | $53.58M | 0.1% | -0.5% | 3.127% | |
| 11/14/2024 | Cobblestone Capital Advisors LLC NY | 513,659 | $15.64M | 0.9% | -2.4% | 0.912% | |
| 11/14/2024 | Captrust Financial Advisors | 250,120 | $7.61M | 0.0% | +3.9% | 0.444% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 46,503 | $1.42M | 0.0% | -1.5% | 0.083% | |
| 11/14/2024 | Hantz Financial Services Inc. | 313,623 | $9.55M | 0.2% | +1.6% | 0.557% | |
| 11/14/2024 | Financial Counselors Inc. | 114,023 | $3.47M | 0.1% | +1.5% | 0.203% | |
| 11/13/2024 | FMR LLC | 6,992 | $213K | 0.0% | +23.7% | 0.012% | |
| 11/13/2024 | Bank of Montreal Can | 259,962 | $7.96M | 0.0% | -57.7% | 0.462% | |
| 11/12/2024 | Pitcairn Co. | 1,170,676 | $35.64M | 2.1% | -2.1% | 2.079% | |
| 11/12/2024 | Cerity Partners LLC | 98,972 | $3.01M | 0.0% | +201.7% | 0.176% | |
| 11/12/2024 | Clal Insurance Enterprises Holdings Ltd | 621,206 | $18.91M | 0.2% | N/A | 1.103% | |
| 11/12/2024 | Banco Santander S.A. | 10,066 | $306K | 0.0% | -9.8% | 0.018% | |
| 11/8/2024 | Prospera Private Wealth LLC | 1,960 | $60K | 0.0% | N/A | 0.003% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 3,616,507 | $110.09M | 0.1% | +2.4% | 6.424% | |
| 11/7/2024 | GLOBALT Investments LLC GA | 1,525,254 | $46.43M | 1.7% | -4.5% | 2.709% | |
| 11/6/2024 | Mill Creek Capital Advisors LLC | 172,281 | $5.24M | 0.1% | -1.6% | 0.306% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 544,544 | $16.58M | 0.4% | +4.4% | 0.967% | |
| 11/5/2024 | First National Trust Co | 6,973 | $212K | 0.0% | N/A | 0.012% | |
| 11/5/2024 | Apollon Wealth Management LLC | 47,051 | $1.43M | 0.0% | -1.8% | 0.084% | |
| 11/2/2024 | Mach 1 Financial Group LLC | 210,800 | $6.41M | 3.9% | +7.9% | 0.374% | |
| 11/2/2024 | RKL Wealth Management LLC | 26,250 | $799K | 0.1% | -25.3% | 0.047% | |
| 11/1/2024 | Atria Investments Inc | 6,793 | $207K | 0.0% | N/A | 0.012% | |
| 11/1/2024 | First Personal Financial Services | 205,256 | $6.25M | 1.3% | -0.7% | 0.365% | |
| 10/31/2024 | Montecito Bank & Trust | 121,961 | $3.71M | 0.6% | -8.3% | 0.217% | |
| 10/30/2024 | Radnor Capital Management LLC | 24,000 | $731K | 0.1% | +100.0% | 0.043% | |
| 10/29/2024 | IAG Wealth Partners LLC | 340,329 | $10.36M | 1.9% | -1.7% | 0.604% | |
| 10/28/2024 | Focus Financial Network Inc. | 291,788 | $8.88M | 0.4% | +2.0% | 0.518% | |
| 10/25/2024 | GSB Wealth Management LLC | 17,519 | $533K | 0.1% | +9.8% | 0.031% | |
| 10/25/2024 | Mutual Advisors LLC | 46,032 | $1.36M | 0.0% | +10.1% | 0.082% | |
| 10/25/2024 | Lodestar Private Asset Management LLC | 711,030 | $21.64M | 2.8% | +1.0% | 1.263% | |
| 10/25/2024 | Valmark Advisers Inc. | 144,472 | $4.40M | 0.1% | -0.9% | 0.257% | |
| 10/24/2024 | Bristlecone Advisors LLC | 21,298 | $648K | 0.1% | -20.2% | 0.038% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 790,744 | $24.07M | 0.1% | -5.2% | 1.405% | |
| 10/23/2024 | Dakota Wealth Management | 21,245 | $647K | 0.0% | -78.7% | 0.038% | |
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| 10/22/2024 | Private Advisor Group LLC | 373,733 | $11.38M | 0.1% | +5.7% | 0.664% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 554,929 | $16.89M | 0.2% | -2.9% | 0.986% | |
| 10/21/2024 | Courage Miller Partners LLC | 192,772 | $5.87M | 2.0% | -0.3% | 0.342% | |
| 10/21/2024 | Sharkey Howes & Javer | 23,364 | $711K | 0.1% | -87.0% | 0.041% | |
| 10/18/2024 | Alpha Financial Advisors LLC | 7,652 | $233K | 0.1% | -6.3% | 0.014% | |
| 10/18/2024 | Capital Investment Advisors LLC | 120,302 | $3.66M | 0.1% | -4.0% | 0.214% | |
| 10/16/2024 | Global Retirement Partners LLC | 23,205 | $706K | 0.0% | -21.9% | 0.041% | |
| 10/16/2024 | Hengehold Capital Management LLC | 1,187,430 | $36.15M | 3.4% | +0.5% | 2.109% | |
| 10/16/2024 | Opal Wealth Advisors LLC | 101,016 | $3.08M | 1.0% | +3.5% | 0.179% | |
| 10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,205,859 | $36.71M | 0.8% | -0.2% | 2.142% | |
| 10/11/2024 | Creative Planning | 45,765 | $1.39M | 0.0% | +36.4% | 0.081% | |
| 10/11/2024 | Stegner Investment Associates Inc. | 14,050 | $428K | 0.3% | -3.3% | 0.025% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 6,788 | $207K | 0.0% | N/A | 0.012% | |
| 10/10/2024 | Priebe Wealth Holdings LLC | 84,389 | $2.57M | 1.9% | +7.9% | 0.150% | |
| 10/10/2024 | Simplicity Wealth LLC | 11,875 | $361K | 0.0% | -49.5% | 0.021% | |
| 10/9/2024 | Iowa State Bank | 29,066 | $885K | 0.2% | -14.0% | 0.052% | |
| 10/8/2024 | Towneley Capital Management Inc DE | 30,499 | $928K | 0.2% | -10.3% | 0.054% | |
| 10/7/2024 | Sterling Group Wealth Management LLC | 150,946 | $4.60M | 2.4% | +1.0% | 0.268% | |
| 10/7/2024 | Fulton Bank N.A. | 17,000 | $517K | 0.0% | N/A | 0.030% | |
| 8/21/2024 | Truist Financial Corp | 705,393 | $19.97M | 0.0% | +1.2% | 1.253% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 24,656 | $698K | 0.0% | +138.9% | 0.044% | |
| 8/16/2024 | NewEdge Advisors LLC | 325,530 | $9.22M | 0.1% | +5.2% | 0.578% | |
| 8/16/2024 | Creative Planning | 33,543 | $950K | 0.0% | -8.6% | 0.060% | |
| 8/14/2024 | Mill Creek Capital Advisors LLC | 175,078 | $4.96M | 0.1% | -7.9% | 0.311% | |
| 8/14/2024 | Bank of Montreal Can | 614,992 | $17.57M | 0.0% | +135.2% | 1.092% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 12,045 | $341K | 0.0% | -21.2% | 0.021% | |
| 8/9/2024 | Renaissance Technologies LLC | 27,300 | $773K | 0.0% | -45.0% | 0.048% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 890,055 | $25.20M | 0.0% | -3.2% | 1.581% | |
| 8/8/2024 | HBK Sorce Advisory LLC | 39,773 | $1.13M | 0.0% | -2.9% | 0.071% | |
| 8/8/2024 | Abbrea Capital LLC | 65,124 | $1.84M | 0.2% | -2.6% | 0.116% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 7,399 | $209K | 0.2% | N/A | 0.013% | |
| 8/8/2024 | Wambolt & Associates LLC | 18,523 | $525K | 0.2% | -18.7% | 0.033% | |
| 8/8/2024 | LPL Financial LLC | 1,120,771 | $31.73M | 0.0% | +4.3% | 1.991% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,177 | $33K | 0.0% | N/A | 0.002% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 249,068 | $71K | 0.0% | +3,121.3% | 0.442% | |
| 8/6/2024 | Cobblestone Capital Advisors LLC NY | 526,045 | $14.89M | 0.9% | -2.3% | 0.934% | |
| 8/6/2024 | Savant Capital LLC | 139,451 | $3.95M | 0.0% | -1.7% | 0.248% | |
| 8/5/2024 | Private Advisor Group LLC | 353,692 | $10.01M | 0.1% | +11.0% | 0.628% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 31,985 | $905K | 0.0% | N/A | 0.057% | |
| 8/1/2024 | Financial Counselors Inc. | 112,331 | $3.18M | 0.1% | +10.2% | 0.200% | |
| 8/1/2024 | Valmark Advisers Inc. | 145,759 | $4.13M | 0.1% | +3.5% | 0.259% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 222,375 | $6.30M | 0.0% | +1.5% | 0.395% | |
| 7/30/2024 | Hantz Financial Services Inc. | 308,718 | $8.74M | 0.2% | +10.9% | 0.548% | |
| 7/30/2024 | Lodestar Private Asset Management LLC | 704,117 | $19.93M | 2.7% | +0.1% | 1.251% | |
| 7/30/2024 | First Personal Financial Services | 206,717 | $5.85M | 1.3% | +0.9% | 0.367% | |
| 7/29/2024 | Banco Santander S.A. | 11,159 | $316K | 0.0% | -5.5% | 0.020% | |
| 7/29/2024 | Whittier Trust Co. | 272,752 | $7.72M | 0.1% | -0.7% | 0.484% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 134,696 | $3.81M | 0.8% | +8.6% | 0.239% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 521,680 | $14.77M | 0.4% | +6.8% | 0.927% | |
| 7/26/2024 | Bank of New York Mellon Corp | 52,415 | $1.48M | 0.0% | +4.6% | 0.093% | |
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| 7/25/2024 | Courage Miller Partners LLC | 193,405 | $5.48M | 2.0% | +0.4% | 0.344% | |
| 7/23/2024 | Alpha Financial Advisors LLC | 8,168 | $231K | 0.1% | -9.3% | 0.015% | |
| 7/23/2024 | Towneley Capital Management Inc DE | 33,998 | $962K | 0.2% | -19.7% | 0.060% | |
| 7/23/2024 | Iowa State Bank | 33,779 | $956K | 0.2% | -3.1% | 0.060% | |
| 7/22/2024 | Masso Torrence Wealth Management Inc. | 35,417 | $1.00M | 0.6% | +13.1% | 0.063% | |
| 7/22/2024 | Focus Financial Network Inc. | 286,116 | $8.34M | 0.3% | +2.1% | 0.508% | |
| 7/22/2024 | Dakota Wealth Management | 99,889 | $2.83M | 0.1% | -1.5% | 0.177% | |
| 7/19/2024 | Chesley Taft & Associates LLC | 13,024 | $369K | 0.0% | -21.0% | 0.023% | |
| 7/19/2024 | Raymond James & Associates | 50,576 | $1.43M | 0.0% | +411.2% | 0.090% | |
| 7/17/2024 | Montecito Bank & Trust | 133,030 | $3.77M | 0.8% | -8.2% | 0.236% | |
