| 4/24/2024 | Simplicity Wealth LLC | 4,844 | $1.31M | 0.0% | N/A | 0.011% | |
| 4/24/2024 | NBT Bank N A NY | 3,661 | $991K | 0.1% | +2.9% | 0.009% | |
| 4/24/2024 | Spire Wealth Management | 5,133 | $1.39M | 0.1% | -3.9% | 0.012% | |
| 4/24/2024 | West Branch Capital LLC | 148 | $40K | 0.0% | -34.2% | 0.000% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,063 | $288K | 0.0% | +8.2% | 0.002% | |
| 4/23/2024 | Rice Hall James & Associates LLC | 4,891 | $1.32M | 0.1% | -64.6% | 0.011% | |
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| 4/23/2024 | WASHINGTON TRUST Co | 302 | $82K | 0.0% | +77.6% | 0.001% | |
| 4/23/2024 | Venturi Wealth Management LLC | 143 | $39K | 0.0% | -66.7% | 0.000% | |
| 4/23/2024 | Legacy Trust | 2,732 | $740K | 0.2% | -12.7% | 0.006% | |
| 4/23/2024 | Fifth Third Bancorp | 54,793 | $14.84M | 0.1% | -2.6% | 0.128% | |
| 4/23/2024 | McAdam LLC | 5,819 | $1.58M | 0.1% | -4.1% | 0.014% | |
| 4/23/2024 | Summit Trail Advisors LLC | 931 | $252K | 0.0% | -16.1% | 0.002% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 151,034 | $40.90M | 0.1% | +4.1% | 0.352% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 2,686 | $727K | 0.2% | N/A | 0.006% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 25,028 | $6.78M | 0.6% | +23.9% | 0.058% | |
| 4/22/2024 | Pacific Life Fund Advisors LLC | 123,932 | $33.56M | 3.3% | -6.9% | 0.289% | |
| 4/22/2024 | Centennial Wealth Advisory LLC | 975 | $264K | 0.1% | +21.1% | 0.002% | |
| 4/22/2024 | PFG Investments LLC | 1,550 | $420K | 0.0% | N/A | 0.004% | |
| 4/22/2024 | Provident Wealth Management LLC | 216 | $58K | 0.0% | -98.7% | 0.001% | |
| 4/22/2024 | Family Investment Center Inc. | 743 | $201K | 0.1% | N/A | 0.002% | |
| 4/22/2024 | Raymond James & Associates | 311,272 | $84.29M | 0.1% | +34.2% | 0.725% | |
| 4/22/2024 | Waycross Investment Management Co | 3,632 | $984K | 0.9% | -2.6% | 0.008% | |
| 4/22/2024 | Stegner Investment Associates Inc. | 1,616 | $437K | 0.3% | -10.0% | 0.004% | |
| 4/22/2024 | Strategies Wealth Advisors LLC | 2,547 | $690K | 0.1% | N/A | 0.006% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 2,282 | $618K | 0.0% | +6.8% | 0.005% | |
| 4/19/2024 | Horizon Bancorp Inc. IN | 182 | $49K | 0.0% | -48.0% | 0.000% | |
| 4/19/2024 | AMI Asset Management Corp | 2,061 | $558K | 0.0% | -32.5% | 0.005% | |
| 4/19/2024 | RTD Financial Advisors Inc. | 46,200 | $12.51M | 1.7% | -1.0% | 0.108% | |
| 4/19/2024 | ZRC Wealth Management LLC | 537 | $145K | 0.1% | -37.7% | 0.001% | |
| 4/19/2024 | Veery Capital LLC | 3,809 | $1.03M | 0.4% | +8.8% | 0.009% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 2,937 | $795K | 0.1% | -80.4% | 0.007% | |
| 4/18/2024 | Total Wealth Planning LLC | 5,579 | $1.51M | 0.3% | -8.1% | 0.013% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 2,882 | $780K | 0.5% | -19.6% | 0.007% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 758 | $205K | 0.0% | N/A | 0.002% | |
| 4/18/2024 | Nvest Financial LLC | 842 | $228K | 0.2% | N/A | 0.002% | |
| 4/18/2024 | MV Capital Management Inc. | 12,075 | $3.27M | 0.4% | -2.4% | 0.028% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 1,083 | $293K | 0.0% | -7.7% | 0.003% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 3,328 | $901K | 0.0% | -63.6% | 0.008% | |
| 4/18/2024 | Stordahl Capital Management Inc. | 3,325 | $900K | 0.2% | -2.9% | 0.008% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 33,479 | $9.07M | 0.2% | -55.6% | 0.078% | |
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| 4/18/2024 | Park Place Capital Corp | 4,385 | $1.19M | 0.4% | -15.3% | 0.010% | |
| 4/18/2024 | Echo45 Advisors LLC | 11,164 | $3.02M | 2.2% | +0.4% | 0.026% | |
| 4/18/2024 | Kowal Investment Group LLC | 2,081 | $564K | 0.1% | -3.5% | 0.005% | |
| 4/18/2024 | HFG Advisors Inc. | 784 | $212K | 0.2% | N/A | 0.002% | |
| 4/18/2024 | Diversified Trust Co | 3,818 | $1.03M | 0.0% | +5.0% | 0.009% | |
| 4/18/2024 | Fifth Third Securities Inc. | 9,395 | $2.54M | 0.2% | -2.7% | 0.022% | |
| 4/18/2024 | Compass Ion Advisors LLC | 769 | $208K | 0.0% | N/A | 0.002% | |
| 4/18/2024 | Ironwood Financial llc | 6,349 | $1.72M | 0.4% | -2.2% | 0.015% | |
| 4/17/2024 | Richardson Capital Management LLC | 1,091 | $295K | 0.2% | N/A | 0.003% | |
| 4/17/2024 | CRA Financial Services LLC | 764 | $207K | 0.0% | N/A | 0.002% | |
| 4/16/2024 | Newton One Investments LLC | 2,380 | $644K | 0.3% | -1.8% | 0.006% | |
| 4/16/2024 | Hodges Capital Management Inc. | 767 | $208K | 0.0% | N/A | 0.002% | |
| 4/16/2024 | Occidental Asset Management LLC | 19,335 | $5.24M | 1.0% | +2.7% | 0.045% | |
| 4/16/2024 | Independence Bank of Kentucky | 791 | $214K | 0.1% | -16.4% | 0.002% | |
| 4/16/2024 | Stillwater Capital Advisors LLC | 773 | $209K | 0.0% | N/A | 0.002% | |
| 4/16/2024 | Tsfg LLC | 224 | $61K | 0.0% | -17.9% | 0.001% | |
| 4/16/2024 | Courier Capital LLC | 44,495 | $12.05M | 0.9% | -0.8% | 0.104% | |
| 4/16/2024 | Powell Investment Advisors LLC | 37,449 | $10.14M | 5.4% | -1.4% | 0.087% | |
| 4/16/2024 | Fifth Third Wealth Advisors LLC | 7,080 | $1.92M | 0.3% | +273.4% | 0.016% | |
| 4/16/2024 | Transform Wealth LLC | 1,915 | $519K | 0.0% | -17.1% | 0.004% | |
| 4/16/2024 | Investment Partners LTD. | 10,932 | $2.96M | 1.3% | +1.2% | 0.025% | |
| 4/16/2024 | Colorado Capital Management Inc. | 1,043 | $282K | 0.2% | -12.2% | 0.002% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 174,775 | $47.33M | 0.1% | +9.2% | 0.407% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 6,129 | $1.66M | 0.1% | +23.7% | 0.014% | |
| 4/15/2024 | Cascade Wealth Advisors Inc | 1,898 | $485K | 0.4% | N/A | 0.004% | |
| 4/15/2024 | Brookstone Capital Management | 4,081 | $1.11M | 0.0% | +49.2% | 0.010% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,718 | $465K | 0.1% | +327.4% | 0.004% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 517 | $140K | 0.0% | -13.7% | 0.001% | |
| 4/15/2024 | Davis Investment Partners LLC | 800 | $207K | 0.1% | N/A | 0.002% | |
| 4/15/2024 | Disciplined Investments LLC | 3,249 | $880K | 0.5% | +3.8% | 0.008% | |
| 4/15/2024 | Columbia Advisory Partners LLC | 17,475 | $4.73M | 4.8% | +4.5% | 0.041% | |
| 4/12/2024 | Mechanics Bank Trust Department | 25,738 | $6.97M | 1.0% | -3.3% | 0.060% | |
| 4/12/2024 | Central Valley Advisors LLC | 1,014 | $275K | 0.1% | +24.6% | 0.002% | |
| 4/12/2024 | Cohen Klingenstein LLC | 555,790 | $150.51M | 5.6% | -2.0% | 1.294% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 19,947 | $5.40M | 0.5% | -2.9% | 0.046% | |
| 4/12/2024 | AdvisorNet Financial Inc | 10,917 | $2.96M | 0.3% | -1.4% | 0.025% | |
| 4/12/2024 | Lane & Associates LLC | 4,009 | $1.09M | 0.7% | +50.0% | 0.009% | |
| 4/12/2024 | True North Advisors LLC | 3,832 | $1.04M | 0.3% | -12.4% | 0.009% | |
| 4/11/2024 | Opal Wealth Advisors LLC | 6,842 | $1.85M | 0.6% | -3.5% | 0.016% | |
| 4/11/2024 | International Assets Investment Management LLC | 1,484 | $399K | 0.0% | +17.4% | 0.003% | |
| 4/11/2024 | Murphy Middleton Hinkle & Parker Inc. | 2,174 | $589K | 0.3% | +108.4% | 0.005% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 8,859 | $2.40M | 1.1% | -3.0% | 0.021% | |
| 4/11/2024 | Selective Wealth Management Inc. | 1,200 | $311K | 0.1% | N/A | 0.003% | |
| 4/11/2024 | Hillcrest Wealth Advisors NY LLC | 36,150 | $9.79M | 5.3% | -9.5% | 0.084% | |
| 4/11/2024 | Congress Asset Management Co. MA | 1,355 | $367K | 0.0% | -97.0% | 0.003% | |
| 4/11/2024 | CHURCHILL MANAGEMENT Corp | 48,658 | $13.18M | 0.2% | N/A | 0.113% | |
| 4/11/2024 | Cornerstone Wealth Advisors Inc. | 6,959 | $1.89M | 0.6% | -8.4% | 0.016% | |
| 4/11/2024 | BTC Capital Management Inc. | 5,467 | $1.48M | 0.1% | N/A | 0.013% | |
| 4/10/2024 | Fragasso Group Inc. | 756 | $205K | 0.0% | N/A | 0.002% | |
| 4/10/2024 | Trust Co of the South | 765 | $207K | 0.0% | N/A | 0.002% | |
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| 4/10/2024 | Park Avenue Securities LLC | 7,910 | $2.14M | 0.0% | +46.9% | 0.018% | |
| 4/9/2024 | Montecito Bank & Trust | 13,974 | $3.78M | 0.8% | -11.8% | 0.033% | |
| 4/9/2024 | Adirondack Trust Co. | 1,448 | $392K | 0.2% | -8.2% | 0.003% | |
| 4/9/2024 | Alaska Permanent Fund Corp | 176,576 | $47.82M | 0.7% | -65.6% | 0.424% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 752 | $204K | 0.0% | -8.0% | 0.002% | |
| 4/9/2024 | Mather Group LLC. | 4,595 | $1.16M | 0.0% | -8.1% | 0.011% | |
| 4/8/2024 | Atlas Brown Inc. | 10,625 | $2.88M | 1.0% | +0.5% | 0.026% | |
| 4/5/2024 | GAMMA Investing LLC | 95 | $26K | 0.0% | N/A | 0.000% | |
| 4/5/2024 | NBC Securities Inc. | 2,992 | $811K | 0.1% | +4.9% | 0.007% | |
| 4/5/2024 | CWM LLC | 16,637 | $4.51M | 0.1% | +12.4% | 0.040% | |
