| 5/24/2024 | Cetera Advisors LLC | 13,263 | $1.52M | 0.0% | N/A | 0.068% | |
| 5/24/2024 | Cetera Investment Advisers | 150,228 | $17.26M | 0.0% | +842.6% | 0.768% | |
| 5/21/2024 | Atria Investments Inc | 16,786 | $1.93M | 0.0% | N/A | 0.086% | |
| 5/20/2024 | Independent Wealth Network Inc. | 2,551 | $293K | 0.1% | +11.3% | 0.013% | |
| 5/17/2024 | Pineridge Advisors LLC | 300 | $34K | 0.0% | N/A | 0.002% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 15,456 | $1.78M | 0.3% | N/A | 0.079% | |
|
| 5/16/2024 | Oxford Wealth Group LLC | 159,988 | $18.38M | 16.7% | N/A | 0.818% | |
| 5/15/2024 | BOKF NA | 568 | $65K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | Commonwealth Financial Services LLC | 9,549 | $1.10M | 0.3% | +5.2% | 0.049% | |
| 5/14/2024 | Sculati Wealth Management LLC | 14,079 | $1.62M | 0.7% | -1.5% | 0.072% | |
| 5/11/2024 | Capital Wealth Alliance LLC | 1,800 | $207K | 0.1% | N/A | 0.009% | |
| 5/10/2024 | Osaic Holdings Inc. | 199,563 | $22.93M | 0.1% | +25.7% | 1.020% | |
| 5/10/2024 | Nwam LLC | 14,849 | $1.70M | 0.1% | +57.1% | 0.076% | |
| 5/9/2024 | ProVise Management Group LLC | 47,131 | $5.41M | 0.5% | +4.3% | 0.241% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 132,110 | $15.17M | 0.2% | N/A | 0.675% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 9,548 | $1.10M | 0.0% | -6.0% | 0.049% | |
| 5/9/2024 | TBH Global Asset Management LLC | 2,388 | $274K | 0.1% | N/A | 0.012% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 49,977 | $5.74M | 0.1% | +37.4% | 0.255% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 21,924 | $2.52M | 0.2% | -13.5% | 0.112% | |
| 5/7/2024 | Anson Capital Inc. | 19,938 | $2.29M | 3.3% | -6.4% | 0.102% | |
| 5/7/2024 | 49 Wealth Management LLC | 1,783 | $204K | 0.0% | N/A | 0.009% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,966 | $800K | 0.0% | +74.5% | 0.036% | |
| 5/7/2024 | PFG Advisors | 4,495 | $516K | 0.0% | +2.6% | 0.023% | |
| 5/7/2024 | TAGStone Capital Inc. | 2,090 | $240K | 0.1% | N/A | 0.011% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 36,421 | $4.18M | 0.0% | N/A | 0.186% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,098 | $586K | 0.0% | +165.9% | 0.026% | |
| 5/4/2024 | Csenge Advisory Group | 3,689 | $424K | 0.0% | N/A | 0.019% | |
| 5/3/2024 | TFB Advisors LLC | 7,722 | $840K | 0.3% | +3.1% | 0.039% | |
| 5/2/2024 | Diversified LLC | 20,039 | $2.30M | 0.3% | -4.1% | 0.102% | |
| 5/2/2024 | Comprehensive Wealth Management LLC | 12,132 | $1.39M | 1.1% | -15.9% | 0.062% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 7,416 | $852K | 0.0% | +39.2% | 0.038% | |
| 4/30/2024 | Private Advisor Group LLC | 85,766 | $9.85M | 0.1% | -1.1% | 0.439% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 20,191 | $2.32M | 0.1% | +9.6% | 0.103% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 123,989 | $14.24M | 0.0% | -0.1% | 0.635% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 19,160 | $2.20M | 0.0% | +1.6% | 0.098% | |
| 4/29/2024 | Aspire Wealth Management Corp | 100,919 | $11.59M | 7.0% | +0.3% | 0.517% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 6,551 | $753K | 0.1% | N/A | 0.034% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 130,503 | $14.99M | 0.1% | +17.2% | 0.669% | |
| 4/24/2024 | PSI Advisors LLC | 11,514 | $1.32M | 0.5% | +2.7% | 0.059% | |
| 4/24/2024 | Win Advisors Inc. | 133,328 | $15.31M | 6.7% | N/A | 0.683% | |
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| 4/24/2024 | Fulcrum Equity Management | 12,161 | $1.40M | 1.6% | N/A | 0.062% | |
| 4/24/2024 | Spire Wealth Management | 4,242 | $487K | 0.0% | +26.4% | 0.022% | |
| 4/24/2024 | Essex Financial Services Inc. | 2,842 | $326K | 0.0% | N/A | 0.015% | |
| 4/23/2024 | Global Retirement Partners LLC | 565 | $65K | 0.0% | +202.1% | 0.003% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 261,817 | $30.07M | 0.0% | -32.7% | 1.341% | |
| 4/22/2024 | Centennial Wealth Advisory LLC | 11,921 | $1.37M | 0.6% | N/A | 0.061% | |
| 4/22/2024 | Raymond James & Associates | 132,630 | $15.23M | 0.0% | +5.5% | 0.679% | |
| 4/19/2024 | Accel Wealth Management | 12,646 | $1.45M | 0.6% | +13.3% | 0.065% | |
| 4/19/2024 | Advisor Resource Council | 3,062 | $352K | 0.1% | N/A | 0.016% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 11,256 | $1.29M | 0.6% | -2.0% | 0.058% | |
| 4/18/2024 | Synergy Asset Management LLC | 40,821 | $4.69M | 0.8% | N/A | 0.209% | |
| 4/18/2024 | Iams Wealth Management LLC | 3,673 | $387K | 0.2% | N/A | 0.019% | |
| 4/18/2024 | Fifth Third Securities Inc. | 34,960 | $4.02M | 0.4% | +16.5% | 0.179% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 468,358 | $53.80M | 0.1% | -0.8% | 2.399% | |
| 4/12/2024 | Capital Planning LLC | 2,007 | $231K | 0.1% | -44.7% | 0.015% | |
| 4/12/2024 | Southland Equity Partners LLC | 21,525 | $2.47M | 0.7% | -0.6% | 0.156% | |
| 4/12/2024 | Systelligence LLC | 115,254 | $13.24M | 3.5% | -18.8% | 0.835% | |
| 4/11/2024 | International Assets Investment Management LLC | 3,363 | $386K | 0.0% | -16.9% | 0.024% | |
| 4/10/2024 | Park Avenue Securities LLC | 11,485 | $1.32M | 0.0% | +194.0% | 0.083% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 1,991 | $179K | 0.0% | -13.1% | 0.014% | |
| 2/21/2024 | American Trust | 7,195 | $646K | 0.0% | -18.6% | 0.052% | |
| 2/20/2024 | Sunpointe LLC | 2,902 | $261K | 0.3% | N/A | 0.021% | |
| 2/20/2024 | Voisard Asset Management Group Inc. | 333 | $30K | 0.0% | N/A | 0.002% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 74,382 | $6.68M | 0.0% | +1.3% | 0.539% | |
| 2/13/2024 | Anson Capital Inc. | 21,296 | $1.91M | 3.2% | +20.3% | 0.154% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 128,986 | $11.58M | 0.4% | N/A | 0.934% | |
| 2/12/2024 | Stifel Financial Corp | 201,919 | $18.14M | 0.0% | +17.4% | 1.462% | |
| 2/12/2024 | Sculati Wealth Management LLC | 14,294 | $1.28M | 0.6% | +1.3% | 0.104% | |
| 2/9/2024 | ProVise Management Group LLC | 45,200 | $4.06M | 0.3% | +0.7% | 0.327% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 111,338 | $10.00M | 0.0% | +2.6% | 0.806% | |
| 2/9/2024 | Certified Advisory Corp | 9,709 | $872K | 0.1% | +2.1% | 0.070% | |
| 2/9/2024 | D.A. Davidson & CO. | 2,399 | $215K | 0.0% | N/A | 0.017% | |
| 2/9/2024 | Wells Fargo & Company MN | 384,942 | $34.57M | 0.0% | -6.4% | 2.787% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 25,340 | $2.28M | 0.2% | +9.3% | 0.183% | |
| 2/9/2024 | UBS Group AG | 78,974 | $7.09M | 0.0% | -0.7% | 0.572% | |
| 2/8/2024 | MY Wealth Management Inc. | 3,901 | $350K | 0.3% | -93.3% | 0.028% | |
| 2/8/2024 | Brown Advisory Inc. | 7,575 | $680K | 0.0% | +7.1% | 0.055% | |
| 2/8/2024 | Level Four Advisory Services LLC | 54,226 | $4.87M | 0.3% | -0.6% | 0.393% | |
| 2/8/2024 | Financial Advocates Investment Management | 44,260 | $3.98M | 0.3% | +6.8% | 0.320% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 10,157 | $912K | 0.0% | -8.1% | 0.074% | |
| 2/8/2024 | Savvy Advisors Inc. | 8,300 | $745K | 0.7% | N/A | 0.060% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 141,792 | $13.57M | 0.4% | +422.0% | 1.027% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 5,327 | $478K | 0.0% | -2.1% | 0.039% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 36,370 | $3.27M | 0.0% | +30.4% | 0.263% | |
| 2/7/2024 | NBC Securities Inc. | 296 | $26K | 0.0% | -51.8% | 0.002% | |
| 2/7/2024 | Principal Securities Inc. | 24,810 | $2.23M | 0.1% | N/A | 0.180% | |
| 2/6/2024 | Private Advisor Group LLC | 86,684 | $7.79M | 0.1% | +1.2% | 0.628% | |
| 2/6/2024 | National Bank of Canada FI | 773 | $69K | 0.0% | -15.1% | 0.006% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 18,852 | $1.69M | 0.0% | +2.5% | 0.137% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 88,494 | $7.95M | 0.3% | +0.9% | 0.641% | |
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| 2/5/2024 | Silver Oak Securities Incorporated | 9,930 | $892K | 0.1% | +59.2% | 0.072% | |
| 2/5/2024 | Lowery Thomas LLC | 20,408 | $1.83M | 1.6% | +18.1% | 0.148% | |
| 2/2/2024 | Kovack Advisors Inc. | 5,161 | $464K | 0.1% | +9.3% | 0.037% | |
| 2/2/2024 | Evolution Advisers Inc. | 569 | $50K | 0.0% | N/A | 0.004% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 13,050 | $1.17M | 0.0% | +12.9% | 0.094% | |
| 2/1/2024 | Diversified LLC | 20,887 | $1.88M | 0.4% | -4.4% | 0.151% | |
| 2/1/2024 | CWM LLC | 22,410 | $2.01M | 0.0% | +40.0% | 0.162% | |
| 1/31/2024 | American Financial Advisors LLC | 6,348 | $570K | 0.1% | -4.0% | 0.046% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 48,932 | $4.40M | 0.7% | -0.2% | 0.354% | |
| 1/30/2024 | PCG Wealth Advisors LLC | 11,481 | $1.03M | 0.6% | -2.2% | 0.083% | |
