| 11/19/2024 | Discipline Wealth Solutions LLC | 2,846 | $351K | 0.2% | N/A | 0.039% | |
| 11/15/2024 | National Bank of Canada FI | 486 | $60K | 0.0% | -16.2% | 0.007% | |
| 11/15/2024 | EP Wealth Advisors LLC | 851 | $105K | 0.0% | N/A | 0.012% | |
| 11/15/2024 | Jane Street Group LLC | 11,872 | $1.46M | 0.0% | -65.8% | 0.162% | |
| 11/15/2024 | WESCAP Management Group Inc. | 8,802 | $1.09M | 0.3% | -29.9% | 0.120% | |
| 11/15/2024 | Stifel Financial Corp | 21,335 | $2.63M | 0.0% | +41.1% | 0.290% | |
|
| 11/15/2024 | HighTower Advisors LLC | 19,060 | $2.34M | 0.0% | +33.8% | 0.259% | |
| 11/14/2024 | Flow Traders U.S. LLC | 15,608 | $1.93M | 0.1% | -20.2% | 0.212% | |
| 11/14/2024 | Captrust Financial Advisors | 6,461 | $797K | 0.0% | -3.0% | 0.088% | |
| 11/14/2024 | Capstone Investment Advisors LLC | 8,001 | $987K | 0.0% | N/A | 0.109% | |
| 11/13/2024 | FMR LLC | 1,217 | $150K | 0.0% | -15.8% | 0.017% | |
| 11/13/2024 | Bank of Montreal Can | 139,532 | $17.16M | 0.0% | -6.0% | 1.898% | |
| 11/13/2024 | Brown Brothers Harriman & Co. | 2,617 | $323K | 0.0% | N/A | 0.036% | |
| 11/12/2024 | Alesco Advisors LLC | 176,015 | $21.71M | 0.7% | -1.4% | 2.395% | |
| 11/12/2024 | Nwam LLC | 2,286 | $282K | 0.0% | N/A | 0.031% | |
| 11/12/2024 | Smithfield Trust Co | 2,077 | $256K | 0.0% | +112.6% | 0.028% | |
| 11/6/2024 | Frazier Financial Advisors LLC | 824 | $102K | 0.1% | -68.2% | 0.011% | |
| 11/6/2024 | Mutual of America Capital Management LLC | 35,114 | $4.33M | 0.0% | -22.2% | 0.478% | |
| 11/6/2024 | Endowment Wealth Management Inc. | 8,495 | $1.05M | 0.7% | +22.0% | 0.116% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 412 | $51K | 0.0% | +139.5% | 0.006% | |
| 11/4/2024 | Noble Family Wealth LLC | 20,559 | $2.54M | 0.7% | -9.6% | 0.280% | |
| 11/1/2024 | Rockbridge Investment Management LCC | 16,818 | $2.07M | 0.3% | -2.8% | 0.229% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 4,562 | $563K | 0.1% | +19.9% | 0.062% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 80,596 | $10.06M | 0.3% | +2.0% | 1.097% | |
| 10/28/2024 | Stephens Inc. AR | 22,620 | $2.79M | 0.0% | +0.6% | 0.308% | |
| 10/28/2024 | Tilson Financial Group Inc. | 1,859 | $212K | 0.1% | N/A | 0.025% | |
| 10/24/2024 | Frank Rimerman Advisors LLC | 55,064 | $6.79M | 0.5% | +11.9% | 0.749% | |
| 10/24/2024 | Bristlecone Advisors LLC | 375 | $46K | 0.0% | N/A | 0.005% | |
| 10/24/2024 | Modera Wealth Management LLC | 7,802 | $962K | 0.0% | +4.1% | 0.106% | |
| 10/24/2024 | GHP Investment Advisors Inc. | 11,359 | $1.40M | 0.1% | -2.0% | 0.155% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,757 | $587K | 0.0% | +3.8% | 0.065% | |
| 10/23/2024 | Allworth Financial LP | 1,419 | $175K | 0.0% | -12.4% | 0.019% | |
| 10/23/2024 | Joel Isaacson & Co. LLC | 1,710 | $211K | 0.0% | N/A | 0.023% | |
| 10/23/2024 | Dumont & Blake Investment Advisors LLC | 41,268 | $5.09M | 1.4% | -50.1% | 0.561% | |
| 10/22/2024 | Eagle Bay Advisors LLC | 390 | $48K | 0.0% | -20.1% | 0.005% | |
| 10/19/2024 | Compass Ion Advisors LLC | 3,403 | $420K | 0.1% | -16.9% | 0.046% | |
| 10/18/2024 | Capital Investment Advisors LLC | 5,103 | $629K | 0.0% | -2.6% | 0.069% | |
| 10/16/2024 | Global Retirement Partners LLC | 3,643 | $449K | 0.0% | +48.6% | 0.050% | |
| 10/16/2024 | Halbert Hargrove Global Advisors LLC | 100,741 | $12.42M | 0.7% | -3.3% | 1.371% | |
| 10/16/2024 | Physician Wealth Advisors Inc. | 10,473 | $1.32M | 0.2% | -10.8% | 0.142% | |
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| 10/11/2024 | Creative Planning | 59,323 | $7.32M | 0.0% | -3.2% | 0.807% | |
| 10/11/2024 | Wesbanco Bank Inc. | 1,835 | $226K | 0.0% | N/A | 0.025% | |
| 10/10/2024 | Sound Income Strategies LLC | 6,635 | $818K | 0.1% | +7,798.8% | 0.090% | |
| 10/10/2024 | Level Financial Advisors | 11,241 | $1.39M | 0.5% | -5.0% | 0.153% | |
| 10/9/2024 | Davies Financial Advisors Inc. | 4,845 | $597K | 0.5% | N/A | 0.066% | |
| 10/9/2024 | Private Advisory Group LLC | 19,553 | $2.41M | 0.3% | +22.1% | 0.266% | |
| 10/7/2024 | Camelot Technology Advisors Inc. | 26,155 | $3.23M | 2.8% | -22.9% | 0.356% | |
| 10/7/2024 | Schoolcraft Capital LLC | 64,676 | $7.98M | 1.6% | -0.6% | 0.880% | |
| 10/5/2024 | Arkansas Financial Group Inc. | 62,242 | $7.68M | 1.2% | -11.9% | 0.847% | |
| 10/4/2024 | Peoples Bank KS | 5,125 | $632K | 0.4% | +26.5% | 0.070% | |
| 10/3/2024 | Park Avenue Securities LLC | 39,641 | $4.89M | 0.1% | +1.9% | 0.539% | |
| 10/2/2024 | Doliver Advisors LP | 2,283 | $282K | 0.1% | -6.2% | 0.031% | |
| 8/22/2024 | Cetera Investment Advisers | 29,516 | $3.37M | 0.0% | -3.7% | 0.402% | |
| 8/19/2024 | Connective Capital Management LLC | 10,219 | $1.17M | 2.1% | -49.1% | 0.139% | |
| 8/16/2024 | Creative Planning | 61,313 | $6.99M | 0.0% | -13.4% | 0.834% | |
| 8/15/2024 | AQR Capital Management LLC | 3,166 | $361K | 0.0% | N/A | 0.043% | |
| 8/14/2024 | Bank of Montreal Can | 148,399 | $17.54M | 0.0% | -6.2% | 2.019% | |
| 8/14/2024 | 1832 Asset Management L.P. | 557,004 | $63.50M | 0.1% | +3.8% | 7.578% | |
| 8/12/2024 | Kendall Capital Management | 20,760 | $2.37M | 0.8% | +0.5% | 0.282% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 10,343 | $1.18M | 0.0% | +27.1% | 0.141% | |
| 8/9/2024 | One Capital Management LLC | 58,833 | $6.71M | 0.2% | -81.4% | 0.800% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 66,027 | $7.53M | 0.0% | +6.2% | 0.898% | |
| 8/8/2024 | WESCAP Management Group Inc. | 12,565 | $1.43M | 0.4% | -0.9% | 0.171% | |
| 8/8/2024 | Johnson Investment Counsel Inc. | 30,753 | $3.51M | 0.0% | +2.4% | 0.418% | |
| 8/5/2024 | First Western Trust Bank | 2,947 | $336K | 0.0% | -2.8% | 0.040% | |
| 8/2/2024 | Founders Financial Securities LLC | 3,912 | $446K | 0.0% | -9.9% | 0.053% | |
| 8/2/2024 | Endowment Wealth Management Inc. | 6,961 | $794K | 0.6% | +10.4% | 0.095% | |
| 8/1/2024 | Aire Advisors LLC | 19,289 | $2.20M | 0.5% | -18.7% | 0.262% | |
| 7/31/2024 | Spire Wealth Management | 2,426 | $277K | 0.0% | -31.0% | 0.033% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,108 | $1.04M | 0.0% | +2.2% | 0.124% | |
| 7/29/2024 | Modera Wealth Management LLC | 7,494 | $854K | 0.0% | +104.8% | 0.102% | |
| 7/26/2024 | WealthShield Partners LLC | 30,834 | $3.52M | 0.5% | +1.4% | 0.420% | |
| 7/26/2024 | Schoolcraft Capital LLC | 65,099 | $7.42M | 1.6% | +6.7% | 0.886% | |
| 7/26/2024 | Bank of New York Mellon Corp | 2,315 | $264K | 0.0% | -74.5% | 0.031% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 3,805 | $434K | 0.1% | +27.0% | 0.052% | |
| 7/25/2024 | Institute for Wealth Management LLC. | 7,959 | $907K | 0.1% | +12.8% | 0.108% | |
| 7/24/2024 | Family Firm Inc. | 67,650 | $7.71M | 0.9% | +299.3% | 0.920% | |
| 7/23/2024 | Private Advisory Group LLC | 16,012 | $1.83M | 0.2% | +10.5% | 0.218% | |
| 7/23/2024 | Level Financial Advisors | 11,835 | $1.35M | 0.6% | -1.9% | 0.161% | |
| 7/23/2024 | Crescent Grove Advisors LLC | 2,090 | $238K | 0.0% | -24.5% | 0.028% | |
| 7/20/2024 | First Horizon Advisors Inc. | 1,707 | $195K | 0.0% | +11.4% | 0.023% | |
| 7/20/2024 | Brand Asset Management Group Inc. | 4,774 | $544K | 0.2% | -3.5% | 0.065% | |
| 7/17/2024 | Physician Wealth Advisors Inc. | 11,747 | $1.34M | 0.2% | -2.3% | 0.160% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 4,584 | $523K | 0.0% | +12.2% | 0.062% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 2,050 | $234K | 0.1% | N/A | 0.028% | |
| 7/16/2024 | Noble Family Wealth LLC | 22,733 | $2.59M | 0.7% | -2.5% | 0.309% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 3,539 | $403K | 0.0% | -78.1% | 0.048% | |
| 7/10/2024 | CWM LLC | 326 | $37K | 0.0% | +45.5% | 0.004% | |
| 7/9/2024 | Park Avenue Securities LLC | 38,910 | $4.44M | 0.1% | +6.8% | 0.529% | |
| 5/24/2024 | Cetera Advisors LLC | 24,326 | $2.95M | 0.0% | +13.6% | 0.331% | |
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| 5/24/2024 | Cetera Investment Advisers | 30,635 | $3.71M | 0.0% | +818.6% | 0.417% | |
| 5/17/2024 | William Howard & Co Financial Advisors Inc | 1,897 | $230K | 0.2% | N/A | 0.026% | |
| 5/16/2024 | Connective Capital Management LLC | 20,066 | $2.43M | 3.7% | N/A | 0.273% | |
| 5/15/2024 | 1832 Asset Management L.P. | 536,578 | $65.03M | 0.0% | -4.1% | 7.300% | |
| 5/14/2024 | Biltmore Family Office LLC | 8,905 | $1.08M | 0.2% | +26.6% | 0.121% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 9,339 | $1.13M | 0.0% | +5.0% | 0.127% | |
| 5/10/2024 | TIAA Trust National Association | 1,873 | $227K | 0.0% | -8.5% | 0.025% | |
| 5/9/2024 | Texas Yale Capital Corp. | 13,280 | $1.61M | 0.1% | +3.5% | 0.177% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 498 | $60K | 0.0% | -30.0% | 0.007% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 6,308 | $765K | 0.6% | +14.3% | 0.084% | |
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