| 5/9/2024 | Blair William & Co. IL | 17,629 | $1.35M | 0.0% | +4.5% | 0.009% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 125,398 | $9.58M | 0.1% | -1.6% | 0.067% | |
| 5/9/2024 | Midwest Professional Planners LTD. | 35,851 | $2.74M | 1.0% | N/A | 0.019% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 185,832 | $14.19M | 0.4% | -40.6% | 0.099% | |
| 5/9/2024 | Ledyard National Bank | 30,585 | $2.34M | 0.2% | -15.7% | 0.016% | |
| 5/9/2024 | Planning Directions Inc. | 25,377 | $1.94M | 1.3% | -18.9% | 0.013% | |
|
| 5/9/2024 | Interchange Capital Partners LLC | 6,457 | $488K | 0.3% | +14.3% | 0.003% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 3,724 | $284K | 0.0% | -5.7% | 0.002% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 34,754 | $2.65M | 0.0% | -10.7% | 0.018% | |
| 5/8/2024 | MAI Capital Management | 183,674 | $14.03M | 0.1% | -1.3% | 0.098% | |
| 5/8/2024 | Private Wealth Advisors LLC | 147,879 | $11.29M | 4.6% | -4.0% | 0.079% | |
| 5/8/2024 | Financial & Tax Architects LLC | 8,643 | $660K | 0.2% | N/A | 0.005% | |
| 5/8/2024 | Winthrop Capital Management LLC | 69,078 | $5.28M | 2.4% | +0.2% | 0.037% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 95,329 | $7.28M | 0.1% | -15.6% | 0.051% | |
| 5/8/2024 | US Bancorp DE | 291,584 | $22.27M | 0.0% | -6.0% | 0.155% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 9,186 | $701K | 0.1% | -4.0% | 0.005% | |
| 5/7/2024 | Verus Capital Partners LLC | 29,111 | $2.22M | 0.2% | -14.0% | 0.015% | |
| 5/7/2024 | Choate Investment Advisors | 17,792 | $1.36M | 0.0% | +271.3% | 0.009% | |
| 5/7/2024 | American Planning Services Inc. | 3,830 | $292K | 0.2% | -4.4% | 0.002% | |
| 5/7/2024 | Stonebrook Private Inc. | 3,259 | $249K | 0.1% | -20.0% | 0.002% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 88,587 | $6.76M | 0.3% | -33.5% | 0.047% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,903 | $374K | 0.0% | N/A | 0.003% | |
| 5/7/2024 | Montag A & Associates Inc. | 10,047 | $767K | 0.0% | -32.7% | 0.005% | |
| 5/7/2024 | Primoris Wealth Advisors LLC | 28,172 | $2.15M | 1.7% | -15.5% | 0.015% | |
| 5/7/2024 | Susquehanna International Group Ltd. | 21,654 | $1.65M | 0.4% | N/A | 0.011% | |
| 5/7/2024 | KCM Investment Advisors LLC | 416,735 | $31.82M | 1.2% | +8.9% | 0.221% | |
| 5/7/2024 | Nelson Capital Management LLC | 24,297 | $1.86M | 0.4% | +2.0% | 0.013% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 22,303 | $1.70M | 0.0% | +51.7% | 0.012% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 11,798 | $901K | 0.0% | -18.5% | 0.006% | |
| 5/7/2024 | PFG Advisors | 23,027 | $1.76M | 0.1% | +3.8% | 0.012% | |
| 5/7/2024 | Wealthspire Advisors LLC | 4,810 | $367K | 0.0% | +14.6% | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 25,272 | $1.93M | 0.0% | -32.6% | 0.013% | |
| 5/6/2024 | Concord Investment Counsel Inc. | 131,407 | $10.03M | 3.6% | N/A | 0.070% | |
| 5/6/2024 | Valence8 US LP | 167,401 | $12.78M | 6.7% | -13.0% | 0.089% | |
| 5/6/2024 | Advisory Services Network LLC | 48,685 | $3.72M | 0.1% | -34.2% | 0.026% | |
| 5/6/2024 | Advisory Alpha LLC | 343,138 | $26.20M | 1.1% | +41.9% | 0.182% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 77 | $62K | 0.0% | -90.4% | 0.000% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,339 | $408K | 0.0% | -41.7% | 0.003% | |
| 5/4/2024 | Essex LLC | 17,202 | $1.31M | 0.3% | +3.0% | 0.009% | |
| 5/4/2024 | 9258 Wealth Management LLC | 7,805 | $596K | 0.1% | -48.0% | 0.004% | |
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| 5/4/2024 | Valley Wealth Managers Inc. | 1,625 | $124K | 0.0% | +41.9% | 0.001% | |
| 5/4/2024 | WBI Investments LLC | 36,740 | $2.81M | 0.6% | +50.1% | 0.020% | |
| 5/4/2024 | Csenge Advisory Group | 6,445 | $492K | 0.0% | -27.0% | 0.003% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 3,346 | $256K | 0.1% | -25.4% | 0.002% | |
| 5/3/2024 | Callan Capital LLC | 60,777 | $4.64M | 0.4% | -4.5% | 0.032% | |
| 5/3/2024 | MRA Advisory Group | 2,734 | $209K | 0.1% | -33.5% | 0.001% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 7,057 | $539K | 0.0% | -4.1% | 0.004% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 11,844 | $904K | 0.0% | +14.7% | 0.006% | |
| 5/3/2024 | Etfidea LLC | 3,730 | $285K | 0.1% | -5.3% | 0.002% | |
| 5/3/2024 | GSA Capital Partners LLP | 16,859 | $1.29M | 0.1% | -6.1% | 0.009% | |
| 5/3/2024 | Pictet North America Advisors SA | 65,577 | $5.01M | 0.6% | -23.8% | 0.035% | |
| 5/3/2024 | United Community Bank | 788 | $60K | 0.0% | -43.2% | 0.000% | |
| 5/2/2024 | Mutual Advisors LLC | 42,265 | $3.23M | 0.1% | -9.1% | 0.022% | |
| 5/2/2024 | Diversified LLC | 31,376 | $2.40M | 0.3% | -3.3% | 0.017% | |
| 5/2/2024 | RiverFront Investment Group LLC | 201,688 | $15.40M | 0.4% | +2.6% | 0.107% | |
| 5/2/2024 | Hudock Inc. | 15,508 | $1.18M | 0.3% | +16.4% | 0.008% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 663,048 | $50.63M | 5.2% | -0.9% | 0.352% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 3,639 | $271K | 0.2% | -14.8% | 0.002% | |
| 5/2/2024 | Graypoint LLC | 79,451 | $6.07M | 0.4% | -37.6% | 0.042% | |
| 5/2/2024 | Hardy Reed LLC | 2,910 | $222K | 0.0% | N/A | 0.002% | |
| 5/2/2024 | Thompson Davis & CO. Inc. | 2,673 | $204K | 0.1% | N/A | 0.001% | |
| 5/2/2024 | Vantage Financial Partners LLC | 15,046 | $1.15M | 0.3% | N/A | 0.008% | |
| 5/2/2024 | BW Gestao de Investimentos Ltda. | 183,630 | $14.02M | 0.4% | -38.6% | 0.098% | |
| 5/2/2024 | High Note Wealth LLC | 18,437 | $1.41M | 0.5% | -0.8% | 0.010% | |
| 5/1/2024 | Janney Capital Management LLC | 4,832 | $369K | 0.0% | +8.2% | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 2,212,949 | $168.98M | 0.5% | -44.1% | 1.144% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 103,280 | $7.89M | 0.0% | -45.5% | 0.053% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 5,852 | $447K | 0.1% | -4.2% | 0.003% | |
| 5/1/2024 | Retirement Group LLC | 2,450 | $187K | 0.1% | +8.6% | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 12,031 | $919K | 0.0% | +16.7% | 0.006% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 13,802 | $1.05M | 0.0% | +2.3% | 0.007% | |
| 5/1/2024 | Diversify Advisory Services LLC | 8,420 | $638K | 0.0% | N/A | 0.004% | |
| 4/30/2024 | Private Advisor Group LLC | 203,536 | $15.54M | 0.1% | -4.2% | 0.105% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 11,018 | $841K | 0.2% | +120.5% | 0.006% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 137,895 | $10.52M | 0.5% | -6.5% | 0.071% | |
| 4/30/2024 | Astor Investment Management LLC | 66,540 | $5.08M | 2.0% | +23.0% | 0.034% | |
| 4/30/2024 | Granite Harbor Advisors Inc. | 31,511 | $2.41M | 1.6% | +2.3% | 0.016% | |
| 4/30/2024 | LifePlan Financial LLC | 80,080 | $6.12M | 5.6% | +21.6% | 0.041% | |
| 4/30/2024 | Turtle Creek Wealth Advisors LLC | 1,251 | $96K | 0.0% | -56.1% | 0.001% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 3,394 | $259K | 0.1% | -6.8% | 0.002% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 3,556,742 | $271.59M | 5.3% | 0.0% | 1.838% | |
| 4/30/2024 | Perigon Wealth Management LLC | 8,833 | $674K | 0.0% | +3.3% | 0.005% | |
| 4/30/2024 | Navis Wealth Advisors LLC | 22,031 | $1.68M | 2.0% | +0.6% | 0.011% | |
| 4/30/2024 | M3 Advisory Group LLC | 20,848 | $1.59M | 1.4% | +3.2% | 0.011% | |
| 4/30/2024 | Privium Fund Management UK Ltd | 7,074 | $533K | 0.3% | -88.5% | 0.004% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 674,372 | $51.50M | 0.1% | +4.2% | 0.348% | |
| 4/29/2024 | ETF Store Inc. | 6,920 | $528K | 0.3% | +16.9% | 0.004% | |
| 4/29/2024 | Crew Capital Management Ltd. | 17,522 | $1.34M | 1.1% | -44.0% | 0.009% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 15,791 | $1.21M | 0.0% | -27.9% | 0.008% | |
| 4/29/2024 | Cabana LLC | 11,668 | $891K | 3.8% | N/A | 0.006% | |
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| 4/29/2024 | RWA Wealth Partners LLC | 4,573 | $349K | 0.0% | -58.9% | 0.002% | |
| 4/29/2024 | Phillips Wealth Planners LLC | 5,955 | $435K | 0.5% | -38.1% | 0.003% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 17,851 | $1.36M | 0.1% | -1.5% | 0.009% | |
| 4/29/2024 | Fiduciary Planning LLC | 2,839 | $217K | 0.1% | N/A | 0.001% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 4,223 | $322K | 0.2% | +3.8% | 0.002% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 15,470 | $1.18M | 0.4% | -3.7% | 0.008% | |
| 4/26/2024 | McGuire Investment Group LLC | 7,085 | $541K | 0.1% | +14.5% | 0.004% | |
| 4/26/2024 | Narwhal Capital Management | 10,160 | $776K | 0.1% | -4.7% | 0.005% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 164,244 | $12.54M | 2.7% | +38,454.9% | 0.085% | |
| 4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 36,178 | $2.76M | 1.1% | +67.4% | 0.019% | |
