| 6/7/2023 | Atomi Financial Group Inc. | 4,113 | $0.23M | 0.1% | N/A | 0.002% | |
| 5/22/2023 | Arete Wealth Advisors LLC | 13,633 | $0.75M | 0.1% | N/A | 0.007% | |
| 5/22/2023 | Ameriprise Financial Inc. | 352,082 | $19.26M | 0.0% | -2.8% | 0.182% | |
| 5/18/2023 | JPMorgan Chase & Co. | 2,696 | $0.15M | 0.0% | +26.6% | 0.001% | |
| 5/17/2023 | B. Riley Wealth Advisors Inc. | 13,528 | $0.74M | 0.0% | -5.8% | 0.007% | |
| 5/17/2023 | Advisory Services Network LLC | 12,943 | $0.71M | 0.0% | +58.4% | 0.007% | |
|
| 5/17/2023 | Rockefeller Capital Management L.P. | 4,328 | $0.24M | 0.0% | +50.7% | 0.002% | |
| 5/17/2023 | Thrivent Financial for Lutherans | 4,616 | $0.25M | 0.0% | +13.1% | 0.002% | |
| 5/16/2023 | Chilton Capital Management LLC | 12,347 | $0.68M | 0.0% | +12.5% | 0.006% | |
| 5/16/2023 | Mercer Global Advisors Inc. ADV | 37,743 | $2.07M | 0.0% | -14.0% | 0.019% | |
| 5/16/2023 | Red Tortoise LLC | 66,477 | $3.65M | 2.5% | -9.5% | 0.034% | |
| 5/16/2023 | Roof Eidam & Maycock ADV | 61,238 | $3.36M | 1.2% | +335.6% | 0.032% | |
| 5/16/2023 | Colony Group LLC | 22,997 | $1.26M | 0.0% | -10.9% | 0.012% | |
| 5/16/2023 | Apollon Wealth Management LLC | 4,948 | $0.27M | 0.0% | N/A | 0.003% | |
| 5/16/2023 | Snowden Capital Advisors LLC | 9,124 | $0.50M | 0.0% | +29.7% | 0.005% | |
| 5/16/2023 | Steward Partners Investment Advisory LLC | 5,363 | $0.30M | 0.0% | +11.0% | 0.003% | |
| 5/16/2023 | Howe & Rusling Inc. | 6,189 | $0.34M | 0.0% | -3.9% | 0.003% | |
| 5/16/2023 | Belpointe Asset Management LLC | 788 | $43K | 0.0% | +109.0% | 0.000% | |
| 5/15/2023 | Lido Advisors LLC | 11,638 | $0.64M | 0.0% | +33.0% | 0.006% | |
| 5/15/2023 | Johnson Investment Counsel Inc. | 8,241 | $0.45M | 0.0% | -2.3% | 0.004% | |
| 5/15/2023 | Certified Advisory Corp | 59,942 | $3.29M | 0.6% | -9.3% | 0.031% | |
| 5/15/2023 | Yoder Wealth Management Inc. | 39,559 | $2.17M | 1.8% | N/A | 0.020% | |
| 5/15/2023 | IHT Wealth Management LLC | 4,588 | $0.25M | 0.0% | -11.9% | 0.002% | |
| 5/15/2023 | Peapack Gladstone Financial Corp | 47,308 | $2.60M | 0.0% | -2.2% | 0.024% | |
| 5/15/2023 | Cetera Investment Advisers | 54,928 | $3.02M | 0.0% | +13.4% | 0.028% | |
| 5/15/2023 | Freestone Capital Holdings LLC | 4,724 | $0.26M | 0.0% | +19.6% | 0.002% | |
| 5/15/2023 | Relative Value Partners Group LLC | 13,703 | $0.75M | 0.1% | +3.3% | 0.007% | |
| 5/15/2023 | Sheets Smith Wealth Management | 55 | $0.66M | 0.1% | -99.5% | 0.000% | |
| 5/12/2023 | Wetherby Asset Management Inc. | 10,663 | $0.59M | 0.0% | +24.6% | 0.006% | |
| 5/12/2023 | Financial Architects Inc | 109,041 | $5.99M | 1.0% | +6.4% | 0.056% | |
| 5/12/2023 | Continuum Advisory LLC | 26,694 | $1.47M | 0.2% | -2.2% | 0.014% | |
| 5/12/2023 | MML Investors Services LLC | 54,840 | $3.01M | 0.0% | +1.5% | 0.028% | |
| 5/12/2023 | Bank of America Corp DE | 731,885 | $40.20M | 0.0% | -4.2% | 0.378% | |
| 5/12/2023 | Oxford Financial Group Ltd. | 450,751 | $24.76M | 2.8% | -1.5% | 0.233% | |
| 5/12/2023 | Prudential Financial Inc. | 82,425 | $4.53M | 0.0% | +8.0% | 0.043% | |
| 5/12/2023 | Retirement Group LLC | 450 | $25K | 0.0% | N/A | 0.000% | |
| 5/12/2023 | UBS Group AG | 444,033 | $24.39M | 0.0% | -5.2% | 0.229% | |
| 5/12/2023 | FCA Corp TX | 48,830 | $2.68M | 1.0% | +0.8% | 0.025% | |
| 5/12/2023 | Blair William & Co. IL | 5,475 | $0.30M | 0.0% | -5.2% | 0.003% | |
| 5/12/2023 | Sebold Capital Management Inc. | 39,012 | $2.14M | 1.7% | -0.6% | 0.020% | |
|
| 5/12/2023 | Avant Capital LLC | 65,885 | $3.62M | 4.2% | +8.2% | 0.034% | |
| 5/12/2023 | First Republic Investment Management Inc. | 15,969 | $0.88M | 0.0% | -3.0% | 0.008% | |
| 5/12/2023 | Charles Schwab Investment Advisory Inc. | 120,657,176 | $6.63B | 10.6% | +2.4% | 62.307% | |
| 5/12/2023 | Tradition Wealth Management LLC | 253,451 | $13.92M | 1.7% | +5.5% | 0.131% | |
| 5/12/2023 | CIBC Private Wealth Group LLC | 38,044 | $2.27M | 0.0% | -39.8% | 0.020% | |
| 5/12/2023 | HighTower Advisors LLC | 287,236 | $15.79M | 0.0% | +10.6% | 0.148% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 296,885 | $16.31M | 2.9% | +11.1% | 0.153% | |
| 5/11/2023 | Ritter Daniher Financial Advisory LLC DE | 1,325 | $73K | 0.0% | N/A | 0.001% | |
| 5/11/2023 | U.S. Capital Wealth Advisors LLC | 36,159 | $1.99M | 0.1% | +49.7% | 0.019% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 461,169 | $25.33M | 0.1% | -25.3% | 0.238% | |
| 5/11/2023 | FMR LLC | 26,832 | $1.47M | 0.0% | +31.0% | 0.014% | |
| 5/11/2023 | Cerity Partners LLC | 159,268 | $8.75M | 0.0% | +24.4% | 0.082% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 900,561 | $49.46M | 0.0% | +14.4% | 0.465% | |
| 5/11/2023 | Connectus Wealth LLC | 12,988 | $0.71M | 0.0% | -95.2% | 0.007% | |
| 5/11/2023 | Bristlecone Advisors LLC | 2,469 | $0.14M | 0.0% | N/A | 0.001% | |
| 5/11/2023 | Ironwood Investment Counsel LLC | 67,219 | $3.69M | 0.9% | -0.5% | 0.035% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 258,258 | $14.18M | 0.0% | +21.4% | 0.133% | |
| 5/10/2023 | Private Advisor Group LLC | 652,600 | $35.84M | 0.3% | N/A | 0.337% | |
| 5/10/2023 | MAI Capital Management | 7,117 | $0.39M | 0.0% | +6.6% | 0.004% | |
| 5/10/2023 | Strata Wealth Advisors LLC | 8,411 | $0.46M | 0.2% | N/A | 0.004% | |
| 5/10/2023 | LPL Financial LLC | 281,921 | $15.48M | 0.0% | +4.8% | 0.146% | |
| 5/10/2023 | Northwest Bancshares Inc. | 1,910,402 | $104.92M | 20.2% | +10.1% | 0.987% | |
| 5/10/2023 | Bell Investment Advisors Inc | 552,172 | $30.33M | 7.1% | +12.6% | 0.285% | |
| 5/10/2023 | Wescott Financial Advisory Group LLC | 9,465 | $0.52M | 0.1% | -35.0% | 0.005% | |
| 5/9/2023 | Wade G W & Inc. | 95,159 | $5.23M | 0.2% | +5.8% | 0.049% | |
| 5/9/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 33,657 | $1.85M | 0.1% | +14.0% | 0.017% | |
| 5/9/2023 | Spire Wealth Management | 23,427 | $1.29M | 0.1% | +5.3% | 0.012% | |
| 5/9/2023 | Wealthspire Advisors LLC | 48,105 | $2.64M | 0.0% | +9.5% | 0.025% | |
| 5/9/2023 | Addison Advisors LLC | 21,365 | $1.17M | 0.7% | -9.6% | 0.011% | |
| 5/9/2023 | Foster & Motley Inc. | 88,963 | $4.89M | 0.4% | -1.9% | 0.046% | |
| 5/9/2023 | KCM Investment Advisors LLC | 18,991 | $1.04M | 0.0% | +18.9% | 0.010% | |
| 5/9/2023 | Callan Capital LLC | 692,790 | $38.05M | 4.3% | +20.7% | 0.358% | |
| 5/8/2023 | Avidian Wealth Solutions LLC | 52,061 | $2.86M | 0.2% | +8.3% | 0.027% | |
| 5/8/2023 | Tempus Wealth Planning LLC | 30,432 | $1.67M | 0.8% | +27.7% | 0.016% | |
| 5/8/2023 | Brown Advisory Inc. | 3,862 | $0.21M | 0.0% | N/A | 0.002% | |
| 5/8/2023 | Reston Wealth Management LLC | 587,445 | $32.26M | 16.9% | +2.9% | 0.303% | |
| 5/8/2023 | Madison Wealth Management | 82,628 | $4.54M | 1.0% | -1.5% | 0.043% | |
| 5/8/2023 | Wambolt & Associates LLC | 9,428 | $0.52M | 0.2% | N/A | 0.005% | |
| 5/8/2023 | Integrated Advisors Network LLC | 15,491 | $0.85M | 0.1% | -10.4% | 0.008% | |
| 5/8/2023 | Arlington Financial Advisors LLC | 503,707 | $27.66M | 10.7% | +1.6% | 0.260% | |
| 5/8/2023 | Sigma Planning Corp | 24,668 | $1.36M | 0.0% | -19.4% | 0.013% | |
| 5/8/2023 | Global Retirement Partners LLC | 551 | $30K | 0.0% | +162.4% | 0.000% | |
| 5/5/2023 | Truist Financial Corp | 41,533 | $2.28M | 0.0% | -2.3% | 0.021% | |
| 5/5/2023 | R. W. Roge & Company Inc. | 65,291 | $3.59M | 2.3% | +13.9% | 0.034% | |
| 5/5/2023 | Cobblestone Capital Advisors LLC NY | 178,188 | $9.79M | 0.7% | -1.4% | 0.092% | |
| 5/5/2023 | Lowery Thomas LLC | 82,458 | $4.53M | 5.0% | -1.7% | 0.043% | |
| 5/4/2023 | Commerce Bank | 4,537 | $0.25M | 0.0% | N/A | 0.002% | |
| 5/4/2023 | Glassman Wealth Services | 1,445,971 | $79.41M | 13.8% | +3.6% | 0.747% | |
| 5/4/2023 | Consolidated Planning Corp | 166,155 | $9.13M | 2.4% | -1.4% | 0.086% | |
| 5/4/2023 | Washington Trust Advisors Inc. | 317,288 | $17.43M | 1.8% | -4.0% | 0.164% | |
|
| 5/4/2023 | Cowa LLC | 43,872 | $2.41M | 2.0% | -46.6% | 0.023% | |
| 5/4/2023 | Larson Financial Group LLC | 2,950 | $0.16M | 0.0% | +124.2% | 0.002% | |
| 5/4/2023 | ZRC Wealth Management LLC | 197,783 | $10.86M | 9.9% | N/A | 0.102% | |
| 5/4/2023 | Aspire Wealth Management Corp | 23,131 | $1.27M | 1.0% | +18.8% | 0.012% | |
| 5/4/2023 | Kelman Lazarov Inc. | 755,974 | $41.52M | 10.8% | +0.6% | 0.390% | |
| 5/4/2023 | Sterling Financial Planning Inc. | 126,730 | $6.96M | 3.8% | +7.0% | 0.065% | |
| 5/3/2023 | Perigon Wealth Management LLC | 35,953 | $1.98M | 0.1% | -13.8% | 0.019% | |
| 5/3/2023 | Signature Estate & Investment Advisors LLC | 2,387,634 | $131.13M | 4.6% | N/A | 1.233% | |
| 5/3/2023 | Liberty Wealth Management LLC | 110,086 | $6.09M | 1.3% | N/A | 0.057% | |
| 5/3/2023 | Rollins Financial | 35,554 | $1.95M | 0.6% | +726.3% | 0.018% | |
