| 5/30/2024 | Peninsula Wealth LLC | 11,751 | $536K | 0.1% | -12.1% | 0.003% | |
| 5/29/2024 | Clean Yield Group | 6,695 | $305K | 0.1% | -5.6% | 0.002% | |
| 5/24/2024 | Cetera Advisors LLC | 266,714 | $12.17M | 0.1% | +112.0% | 0.070% | |
| 5/24/2024 | Cetera Investment Advisers | 832,343 | $37.96M | 0.1% | +88.5% | 0.217% | |
| 5/21/2024 | Atria Investments Inc | 624,688 | $28.49M | 0.4% | -5.4% | 0.163% | |
| 5/20/2024 | Strategic Wealth Partners Ltd. | 6,331 | $289K | 0.0% | N/A | 0.002% | |
|
| 5/17/2024 | Citizens Financial Group Inc. RI | 19,965 | $911K | 0.0% | -24.3% | 0.005% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 391,898 | $17.87M | 1.6% | +18.8% | 0.102% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 35,383 | $1.59M | 0.5% | +2.0% | 0.009% | |
| 5/17/2024 | Comerica Bank | 39,731 | $1.81M | 0.0% | +5.9% | 0.010% | |
| 5/17/2024 | Pineridge Advisors LLC | 2,234 | $102K | 0.0% | -17.7% | 0.001% | |
| 5/17/2024 | Hancock Whitney Corp | 57,669 | $2.63M | 0.1% | -57.0% | 0.015% | |
| 5/16/2024 | Jane Street Group LLC | 1,258,910 | $57.42M | 0.0% | N/A | 0.328% | |
| 5/16/2024 | Redwood Investment Management LLC | 9,276 | $423K | 0.0% | -11.5% | 0.002% | |
| 5/16/2024 | Global Financial Private Client LLC | 17,347 | $784K | 0.3% | +6.9% | 0.005% | |
| 5/16/2024 | FSA Wealth Management LLC | 1,166 | $53K | 0.0% | N/A | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 130,591 | $5.72M | 0.1% | +27.3% | 0.034% | |
| 5/16/2024 | Janus Henderson Group PLC | 94,012 | $4.29M | 0.0% | +162.1% | 0.025% | |
| 5/15/2024 | 1832 Asset Management L.P. | 774,119 | $35.31M | 0.0% | +1.2% | 0.202% | |
| 5/14/2024 | Advisors Asset Management Inc. | 3,642 | $166K | 0.0% | +159.0% | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 38,731 | $1.77M | 0.0% | +20.8% | 0.010% | |
| 5/14/2024 | EP Wealth Advisors LLC | 8,136 | $371K | 0.0% | +139.1% | 0.002% | |
| 5/14/2024 | CreativeOne Wealth LLC | 303,045 | $13.82M | 0.6% | +12.1% | 0.079% | |
| 5/14/2024 | Pitcairn Co. | 7,988 | $364K | 0.0% | N/A | 0.002% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 4,389 | $200K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 68,541 | $3.13M | 0.8% | -91.1% | 0.018% | |
| 5/13/2024 | Bessemer Group Inc. | 4,710 | $215K | 0.0% | +8.0% | 0.001% | |
| 5/13/2024 | Hilltop Partners LLC | 66,003 | $3.01M | 1.1% | +3.8% | 0.017% | |
| 5/13/2024 | PAX Financial Group LLC | 25,302 | $1.15M | 0.2% | -11.6% | 0.007% | |
| 5/11/2024 | Patten & Patten Inc. TN | 5,680 | $259K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 664,565 | $30.32M | 0.1% | -65.4% | 0.173% | |
| 5/10/2024 | Nwam LLC | 8,538 | $384K | 0.0% | +11.2% | 0.002% | |
| 5/9/2024 | Kure Advisory LLC | 75,368 | $3.44M | 2.9% | +1.5% | 0.020% | |
| 5/9/2024 | Blair William & Co. IL | 4,734 | $216K | 0.0% | +10.4% | 0.001% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 526,339 | $24.01M | 0.3% | -3.9% | 0.137% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 264,192 | $12.05M | 0.4% | +69.4% | 0.069% | |
| 5/9/2024 | Elite Life Management LLC | 35,600 | $1.62M | 7.9% | +16.3% | 0.009% | |
| 5/9/2024 | SageView Advisory Group LLC | 5,849 | $267K | 0.0% | -31.9% | 0.002% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 134,995,733 | $6.16B | 8.5% | +2.2% | 35.199% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 823,300 | $37.21M | 0.1% | -0.9% | 0.215% | |
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| 5/9/2024 | Rogco LP | 8,416 | $384K | 0.2% | -7.2% | 0.002% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 4,987 | $227K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Bell Investment Advisors Inc | 850,519 | $38.79M | 7.6% | +1.7% | 0.222% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 48,955 | $2.23M | 0.0% | -5.6% | 0.013% | |
| 5/8/2024 | US Bancorp DE | 482,071 | $21.99M | 0.0% | +3.2% | 0.126% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 23,722 | $1.08M | 0.3% | +83.6% | 0.006% | |
| 5/8/2024 | Headlands Technologies LLC | 800 | $36K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Inspire Advisors LLC | 14,761 | $673K | 0.1% | +37.0% | 0.004% | |
| 5/7/2024 | Verus Capital Partners LLC | 22,636 | $1.03M | 0.1% | -20.4% | 0.006% | |
| 5/7/2024 | WNY Asset Management LLC | 186,875 | $8.52M | 1.3% | +92.6% | 0.049% | |
| 5/7/2024 | Sei Investments Co. | 199,154 | $9.08M | 0.0% | -33.3% | 0.052% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 47,817 | $2.18M | 0.1% | +1.5% | 0.012% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 299,060 | $13.64M | 5.6% | +0.4% | 0.078% | |
| 5/7/2024 | Equity Investment Corp | 66,950 | $3.05M | 0.1% | -0.8% | 0.017% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 23,257 | $1.06M | 0.0% | +2.4% | 0.006% | |
| 5/7/2024 | PFG Advisors | 122,857 | $5.60M | 0.4% | +1.0% | 0.032% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,358 | $290K | 0.0% | N/A | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,804,020 | $173.50M | 0.7% | +6.7% | 0.992% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 294,223 | $13.42M | 0.6% | +7.0% | 0.077% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 193,209 | $8.81M | 1.9% | +20.7% | 0.050% | |
| 5/6/2024 | Advisory Alpha LLC | 817,822 | $37.30M | 1.5% | +45.3% | 0.213% | |
| 5/4/2024 | Evolution Advisers Inc. | 180,060 | $8.21M | 4.6% | +6.1% | 0.047% | |
| 5/4/2024 | Evergreen Advisors LLC | 523,402 | $23.87M | 7.3% | +8.1% | 0.136% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 16,801 | $766K | 0.0% | +21.0% | 0.004% | |
| 5/4/2024 | Richardson Financial Services Inc. | 3,444 | $157K | 0.1% | +99.4% | 0.001% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 8,642 | $394K | 0.0% | -82.5% | 0.002% | |
| 5/3/2024 | TFB Advisors LLC | 22,387 | $992K | 0.4% | +107.7% | 0.006% | |
| 5/3/2024 | Larson Financial Group LLC | 618 | $28K | 0.0% | -31.2% | 0.000% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 60,116 | $2.74M | 0.3% | -38.8% | 0.016% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 7,656 | $349K | 0.0% | -46.2% | 0.002% | |
| 5/3/2024 | AA Financial Advisors LLC | 6,027 | $275K | 0.1% | +8.7% | 0.002% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 35,635 | $1.61M | 0.2% | N/A | 0.009% | |
| 5/3/2024 | Whittier Trust Co. | 9,061 | $413K | 0.0% | -6.2% | 0.002% | |
| 5/2/2024 | Mutual Advisors LLC | 157,814 | $7.20M | 0.2% | +8.7% | 0.041% | |
| 5/2/2024 | Graypoint LLC | 10,922 | $498K | 0.0% | +57.8% | 0.003% | |
| 5/2/2024 | Gilbert & Cook Inc. | 5,644 | $257K | 0.0% | +7.3% | 0.001% | |
| 5/2/2024 | Lincoln National Corp | 3,202,493 | $146.07M | 2.3% | +5.8% | 0.835% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 23,368 | $1.07M | 0.1% | +2.9% | 0.006% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 57,422 | $2.62M | 0.8% | +8.6% | 0.015% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 433,138 | $19.76M | 1.1% | -18.8% | 0.113% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 151,158 | $6.89M | 0.8% | +0.3% | 0.039% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 755,424 | $34.46M | 0.1% | +4.6% | 0.197% | |
| 5/1/2024 | Blue Trust Inc. | 56,835 | $2.59M | 0.0% | +3.5% | 0.015% | |
| 5/1/2024 | Summit Wealth Group LLC | 30,312 | $1.38M | 0.9% | +6.1% | 0.008% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 119,473 | $5.45M | 0.3% | +5.9% | 0.031% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 3,937 | $180K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 10,491 | $478K | 0.0% | -29.7% | 0.003% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 831,467 | $37.92M | 2.8% | -0.7% | 0.217% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 535,067 | $24.40M | 0.3% | +10.5% | 0.140% | |
| 5/1/2024 | Diversify Advisory Services LLC | 138,183 | $6.25M | 0.4% | N/A | 0.036% | |
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| 5/1/2024 | SeaBridge Investment Advisors LLC | 196,097 | $8.94M | 2.4% | +2.1% | 0.051% | |
| 4/30/2024 | Private Advisor Group LLC | 206,616 | $9.42M | 0.1% | +1.0% | 0.054% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 78,219 | $3.57M | 0.9% | -1.2% | 0.020% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 31,678 | $1.45M | 0.1% | +67.8% | 0.008% | |
| 4/30/2024 | SWS Partners | 100,296 | $4.58M | 1.4% | +2.0% | 0.026% | |
| 4/30/2024 | LifePlan Financial LLC | 31,539 | $1.44M | 1.3% | +24.2% | 0.008% | |
| 4/30/2024 | MA Private Wealth | 497,449 | $22.69M | 4.6% | -4.9% | 0.130% | |
| 4/30/2024 | Turtle Creek Wealth Advisors LLC | 6,120 | $279K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 8,285 | $378K | 0.1% | -3.2% | 0.002% | |
| 4/30/2024 | Fountainhead AM LLC | 232,634 | $10.61M | 2.6% | +8.1% | 0.061% | |
