| 5/24/2024 | Cetera Advisors LLC | 182,007 | $3.67M | 0.0% | +180.6% | 0.152% | |
| 5/24/2024 | Cetera Investment Advisers | 429,424 | $8.66M | 0.0% | +193.3% | 0.358% | |
| 5/23/2024 | Austin Wealth Management LLC | 24,747 | $486K | 0.1% | -3.1% | 0.021% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 16,853 | $340K | 0.0% | -22.9% | 0.014% | |
| 5/16/2024 | Waverly Advisors LLC | 60,950 | $1.23M | 0.0% | N/A | 0.051% | |
| 5/15/2024 | Blue Edge Capital LLC | 193,034 | $3.89M | 0.7% | +0.7% | 0.161% | |
|
| 5/14/2024 | CreativeOne Wealth LLC | 108,981 | $2.20M | 0.1% | +6.2% | 0.091% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 303,384 | $6.12M | 0.2% | -0.7% | 0.253% | |
| 5/13/2024 | Rockport Wealth LLC | 53,001 | $1.07M | 0.4% | N/A | 0.044% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 20,417 | $412K | 0.0% | -99.2% | 0.017% | |
| 5/9/2024 | Texas Yale Capital Corp. | 240,320 | $4.85M | 0.2% | +6.6% | 0.200% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 45,665 | $921K | 0.0% | -15.5% | 0.038% | |
| 5/7/2024 | Sei Investments Co. | 304,068 | $6.13M | 0.0% | +19.1% | 0.253% | |
| 5/7/2024 | Nelson Capital Management LLC | 28,930 | $583K | 0.1% | +2.6% | 0.024% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 17,619 | $355K | 0.0% | +56.6% | 0.015% | |
| 5/3/2024 | Whittier Trust Co. | 20,256 | $408K | 0.0% | -14.0% | 0.017% | |
| 5/2/2024 | GSB Wealth Management LLC | 205,368 | $4.14M | 1.2% | +53.7% | 0.171% | |
| 5/2/2024 | Lewis Asset Management LLC | 13,582 | $274K | 0.2% | +12.7% | 0.011% | |
| 5/1/2024 | BNP Paribas Financial Markets | 492,734 | $9.93M | 0.0% | +1,038.4% | 0.411% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 400,828 | $7.79M | 0.0% | +7.0% | 0.334% | |
| 5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 187,558 | $3.78M | 2.1% | +2.2% | 0.156% | |
| 4/30/2024 | Private Advisor Group LLC | 169,857 | $3.42M | 0.0% | +195.7% | 0.142% | |
| 4/30/2024 | SWS Partners | 187,123 | $3.77M | 1.1% | -2.3% | 0.156% | |
| 4/30/2024 | Naples Global Advisors LLC | 259,557 | $5.23M | 0.5% | +37.7% | 0.216% | |
| 4/30/2024 | Perigon Wealth Management LLC | 24,892 | $502K | 0.0% | +57.9% | 0.021% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 73,663 | $1.49M | 0.0% | +1.9% | 0.061% | |
| 4/29/2024 | Crew Capital Management Ltd. | 15,595 | $314K | 0.3% | N/A | 0.013% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 12,430 | $241K | 0.0% | -24.6% | 0.010% | |
| 4/26/2024 | Plan Group Financial LLC | 16,130 | $325K | 0.2% | N/A | 0.013% | |
| 4/26/2024 | Prairiewood Capital LLC | 280,026 | $5.65M | 2.6% | +8.5% | 0.233% | |
| 4/26/2024 | Advisors Management Group Inc. ADV | 697,833 | $14.07M | 3.5% | +2.6% | 0.581% | |
| 4/25/2024 | Q3 Asset Management | 284,292 | $5.73M | 1.6% | N/A | 0.237% | |
| 4/25/2024 | Triumph Capital Management | 43,492 | $879K | 0.4% | +202.9% | 0.036% | |
| 4/25/2024 | L.M. Kohn & Company | 10,048 | $203K | 0.1% | N/A | 0.008% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 121,161 | $2.44M | 0.0% | +64.2% | 0.101% | |
| 4/24/2024 | Private Trust Co. NA | 33,547 | $676K | 0.1% | +9.2% | 0.028% | |
| 4/24/2024 | CENTRAL TRUST Co | 19,925 | $402K | 0.0% | -31.3% | 0.017% | |
| 4/24/2024 | 1900 Wealth Management LLC | 11,971 | $241K | 0.0% | -9.6% | 0.010% | |
| 4/24/2024 | Activest Wealth Management | 30,613 | $617K | 0.3% | -64.7% | 0.026% | |
| 4/24/2024 | Trinity Legacy Partners LLC | 355,788 | $7.17M | 2.1% | +36.6% | 0.296% | |
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| 4/23/2024 | Global Retirement Partners LLC | 29,021 | $585K | 0.0% | -3.3% | 0.024% | |
| 4/23/2024 | Rational Advisors LLC | 1,550,666 | $31.26M | 2.9% | N/A | 1.292% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 16,993 | $343K | 0.0% | -25.9% | 0.014% | |
| 4/23/2024 | Fifth Third Bancorp | 2,450 | $49K | 0.0% | N/A | 0.002% | |
| 4/23/2024 | TrueWealth Advisors LLC | 49,416 | $996K | 0.4% | -25.4% | 0.041% | |
| 4/23/2024 | Duncker Streett & Co. Inc. | 83,328 | $1.68M | 0.3% | -6.1% | 0.069% | |
| 4/23/2024 | KLR Investment Advisors LLC | 16,295 | $316K | 0.2% | -11.8% | 0.014% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 645,886 | $13.02M | 0.0% | +0.8% | 0.538% | |
| 4/22/2024 | Drive Wealth Management LLC | 26,225 | $529K | 0.1% | -17.4% | 0.022% | |
| 4/22/2024 | American Institute for Advanced Investment Management LLP | 24,760 | $499K | 0.4% | N/A | 0.021% | |
| 4/20/2024 | KWB Wealth | 420,414 | $8.48M | 1.1% | -2.6% | 0.350% | |
| 4/19/2024 | Accel Wealth Management | 49,123 | $990K | 0.4% | -1.7% | 0.041% | |
| 4/19/2024 | Albion Financial Group UT | 9,154 | $185K | 0.0% | -86.0% | 0.008% | |
| 4/18/2024 | Claro Advisors LLC | 11,570 | $233K | 0.0% | -31.3% | 0.010% | |
| 4/18/2024 | Fifth Third Securities Inc. | 77,083 | $1.55M | 0.2% | +50.7% | 0.064% | |
| 4/18/2024 | RHS Financial LLC | 65,125 | $1.31M | 0.8% | N/A | 0.054% | |
| 4/17/2024 | Iron Horse Wealth Management LLC | 384,916 | $7.76M | 3.1% | +5.6% | 0.321% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 784,754 | $15.82M | 0.8% | +54.9% | 0.654% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 26,292 | $530K | 0.0% | -8.4% | 0.022% | |
| 4/15/2024 | Orgel Wealth Management LLC | 1,854,415 | $37.39M | 1.0% | +5.5% | 1.568% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 7,405 | $149K | 0.1% | N/A | 0.006% | |
| 4/15/2024 | AHL Investment Management Inc. | 352,053 | $7.10M | 5.4% | -0.5% | 0.298% | |
| 4/15/2024 | Sound Income Strategies LLC | 230,209 | $4.64M | 0.3% | +10.8% | 0.195% | |
| 4/13/2024 | Columbus Macro LLC | 115,072 | $2.32M | 0.9% | N/A | 0.097% | |
| 4/12/2024 | Unison Advisors LLC | 53,721 | $1.08M | 0.1% | +5.9% | 0.045% | |
| 4/12/2024 | Ignite Planners LLC | 35,236 | $712K | 0.2% | -27.3% | 0.030% | |
| 4/10/2024 | Park Avenue Securities LLC | 240,604 | $4.85M | 0.1% | +52.5% | 0.204% | |
| 4/9/2024 | Collective Family Office LLC | 277,190 | $5.59M | 1.8% | +9.2% | 0.234% | |
| 4/5/2024 | NBC Securities Inc. | 18,442 | $371K | 0.0% | +51.6% | 0.016% | |
| 4/1/2024 | Appleton Partners Inc. MA | 202,778 | $4.09M | 0.3% | +3.1% | 0.172% | |
| 3/6/2024 | SageView Advisory Group LLC | 45,694 | $918K | 0.0% | -9.5% | 0.039% | |
| 2/26/2024 | Centaurus Financial Inc. | 28,484 | $553K | 0.0% | -81.7% | 0.024% | |
| 2/21/2024 | Austin Wealth Management LLC | 25,547 | $509K | 0.1% | +8.8% | 0.022% | |
| 2/16/2024 | Bluefin Capital Management LLC | 16,418 | $321K | 0.0% | N/A | 0.014% | |
| 2/14/2024 | Waterloo Capital L.P. | 11,458 | $222K | 0.0% | N/A | 0.010% | |
| 2/13/2024 | SWS Partners | 191,527 | $3.72M | 1.2% | +58.6% | 0.162% | |
| 2/13/2024 | Ratio Wealth Group | 1,172,798 | $22.75M | 4.9% | +12.6% | 0.992% | |
| 2/12/2024 | American Investment Services Inc. | 10,101 | $196K | 0.0% | N/A | 0.009% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 15,818 | $309K | 0.0% | N/A | 0.013% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 417,486 | $8.10M | 0.1% | +80.6% | 0.353% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 22,943 | $445K | 0.0% | +60.5% | 0.019% | |
| 2/9/2024 | Advisory Services Network LLC | 21,314 | $413K | 0.0% | -5.7% | 0.018% | |
| 2/9/2024 | SageView Advisory Group LLC | 45,694 | $918K | 0.0% | -9.5% | 0.039% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 73,777 | $1.43M | 0.0% | -8.5% | 0.062% | |
| 2/9/2024 | Assetmark Inc. | 868,846 | $16.86M | 0.1% | -2.4% | 0.735% | |
| 2/9/2024 | CreativeOne Wealth LLC | 102,624 | $1.99M | 0.1% | +0.7% | 0.087% | |
| 2/9/2024 | Corient Private Wealth LLC | 37,793 | $733K | 0.0% | -6.7% | 0.032% | |
| 2/9/2024 | Wells Fargo & Company MN | 5,609,691 | $108.83M | 0.0% | -4.3% | 4.745% | |
| 2/9/2024 | UBS Group AG | 791,153 | $15.35M | 0.0% | +2.4% | 0.669% | |
| 2/8/2024 | AMG National Trust Bank | 25,088 | $487K | 0.0% | -13.8% | 0.021% | |
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| 2/8/2024 | Kingsview Wealth Management LLC | 20,003 | $388K | 0.0% | -13.9% | 0.017% | |
| 2/8/2024 | KLR Investment Advisors LLC | 18,466 | $360K | 0.3% | +9.6% | 0.016% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 54,053 | $1.05M | 0.0% | +7.1% | 0.046% | |
| 2/7/2024 | Gratus Capital LLC | 40,143 | $779K | 0.0% | -37.2% | 0.034% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,248 | $218K | 0.0% | -24.6% | 0.010% | |
| 2/7/2024 | Strategic Advocates LLC | 16,276 | $316K | 0.1% | -61.5% | 0.014% | |
| 2/7/2024 | NBC Securities Inc. | 12,164 | $235K | 0.0% | +154.9% | 0.010% | |
| 2/7/2024 | Collaborative Wealth Managment Inc. | 323,668 | $6.28M | 3.4% | +7.6% | 0.274% | |
| 2/7/2024 | Rooted Wealth Advisors Inc. | 10,183 | $202K | 0.1% | N/A | 0.009% | |
| 2/7/2024 | BNP Paribas Financial Markets | 43,284 | $840K | 0.0% | -74.6% | 0.037% | |
