| 11/25/2024 | World Investment Advisors LLC | 212,387 | $10.29M | 0.2% | N/A | 2.688% | |
| 11/25/2024 | Sanctuary Advisors LLC | 34,030 | $1.72M | 0.0% | -7.6% | 0.431% | |
| 11/15/2024 | MidWestOne Financial Group Inc. | 58,650 | $2.84M | 0.4% | -9.4% | 0.742% | |
| 11/15/2024 | Continuum Advisory LLC | 16,994 | $843K | 0.1% | +2.2% | 0.215% | |
| 11/15/2024 | MML Investors Services LLC | 5,190 | $251K | 0.0% | N/A | 0.066% | |
| 11/15/2024 | Jane Street Group LLC | 13,448 | $652K | 0.0% | N/A | 0.170% | |
|
| 11/15/2024 | IHT Wealth Management LLC | 35,537 | $1.72M | 0.0% | N/A | 0.450% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 6,363 | $308K | 0.0% | +7.2% | 0.081% | |
| 11/14/2024 | CreativeOne Wealth LLC | 17,591 | $852K | 0.0% | N/A | 0.223% | |
| 11/13/2024 | FMR LLC | 2,601 | $126K | 0.0% | +23.9% | 0.033% | |
| 11/12/2024 | Larson Financial Group LLC | 26,728 | $1.30M | 0.1% | +17.4% | 0.338% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 9,238 | $448K | 0.0% | +5.7% | 0.117% | |
| 11/8/2024 | Segall Bryant & Hamill LLC | 529,863 | $25.67M | 0.4% | N/A | 6.707% | |
| 11/6/2024 | KPP Advisory Services LLC | 21,230 | $1.03M | 0.2% | N/A | 0.269% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 13,792 | $668K | 0.0% | N/A | 0.175% | |
| 11/1/2024 | Galvin Gaustad & Stein LLC | 35,262 | $1.71M | 0.2% | +24.9% | 0.446% | |
| 11/1/2024 | Verity Asset Management Inc. | 74,591 | $3.61M | 1.4% | N/A | 0.944% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 18,997 | $920K | 0.2% | +68.0% | 0.240% | |
| 10/28/2024 | Focus Financial Network Inc. | 8,149 | $395K | 0.0% | -15.1% | 0.103% | |
| 10/28/2024 | US Bancorp DE | 3,630 | $176K | 0.0% | +267.8% | 0.046% | |
| 10/25/2024 | Financial Advocates Investment Management | 14,523 | $704K | 0.0% | -47.8% | 0.184% | |
| 10/25/2024 | Tandem Capital Management Corp ADV | 10,205 | $494K | 0.2% | +2.3% | 0.129% | |
| 10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 4,500 | $218K | 0.1% | N/A | 0.057% | |
| 10/24/2024 | Valley National Advisers Inc. | 2,295 | $110K | 0.0% | +353.6% | 0.029% | |
| 10/23/2024 | Tandem Capital Management Corp ADV | 11,250 | $501K | 0.3% | +12.7% | 0.142% | |
| 10/22/2024 | Private Advisor Group LLC | 6,450 | $313K | 0.0% | N/A | 0.082% | |
| 10/22/2024 | Tempus Wealth Planning LLC | 19,474 | $944K | 0.3% | +2.0% | 0.247% | |
| 10/17/2024 | Claro Advisors LLC | 11,513 | $558K | 0.1% | +75.3% | 0.146% | |
| 10/17/2024 | TruWealth Advisors LLC | 4,235 | $205K | 0.0% | N/A | 0.054% | |
| 10/9/2024 | Foguth Wealth Management LLC. | 321,447 | $15.55M | 5.6% | +57.2% | 4.069% | |
| 9/5/2024 | Sanctuary Advisors LLC | 36,836 | $1.58M | 0.0% | N/A | 0.466% | |
| 8/22/2024 | Cetera Investment Advisers | 119,688 | $5.30M | 0.0% | +77.6% | 1.515% | |
| 8/16/2024 | MidWestOne Financial Group Inc. | 64,710 | $2.86M | 0.5% | +15.3% | 0.819% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 72,634 | $3.21M | 0.0% | -7.5% | 0.919% | |
| 8/2/2024 | Larson Financial Group LLC | 22,771 | $1.01M | 0.1% | N/A | 0.288% | |
| 8/2/2024 | Founders Financial Securities LLC | 5,013 | $222K | 0.0% | N/A | 0.063% | |
| 8/1/2024 | Claro Advisors LLC | 6,566 | $290K | 0.0% | N/A | 0.083% | |
| 7/31/2024 | Taylor Financial Group Inc. | 48,515 | $2.15M | 1.6% | +9.5% | 0.614% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 34,164 | $1.51M | 0.0% | +20.1% | 0.432% | |
| 7/31/2024 | IFG Advisory LLC | 276,505 | $12.23M | 0.8% | N/A | 3.500% | |
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| 7/30/2024 | Key Financial Inc | 4,693 | $208K | 0.0% | N/A | 0.059% | |
| 7/29/2024 | Financial Advocates Investment Management | 27,833 | $1.23M | 0.1% | +308.0% | 0.352% | |
| 7/26/2024 | Breakwater Capital Group | 42,984 | $1.90M | 0.4% | +7.6% | 0.544% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 38,498 | $1.70M | 0.0% | +52.3% | 0.487% | |
| 7/25/2024 | Tempus Wealth Planning LLC | 19,085 | $844K | 0.4% | -7.0% | 0.242% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 21,083 | $933K | 0.0% | +1.8% | 0.267% | |
| 7/20/2024 | Continuum Advisory LLC | 16,627 | $736K | 0.1% | +2.6% | 0.210% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 441,977 | $19.55M | 0.0% | +5.1% | 5.595% | |
| 7/19/2024 | Western Wealth Management LLC | 15,780 | $698K | 0.1% | +6.6% | 0.200% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,123 | $581K | 0.0% | +77.5% | 0.166% | |
| 7/16/2024 | Foguth Wealth Management LLC. | 204,458 | $9.05M | 4.0% | +414.3% | 2.588% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 8,944 | $396K | 0.0% | +8.5% | 0.113% | |
| 7/11/2024 | Cedar Mountain Advisors LLC | 95,310 | $4.22M | 1.0% | +1.9% | 1.206% | |
| 7/10/2024 | Csenge Advisory Group | 6,773 | $300K | 0.0% | N/A | 0.086% | |
| 7/8/2024 | Tandem Capital Management Corp ADV | 9,980 | $439K | 0.2% | -11.3% | 0.126% | |
| 5/24/2024 | Cetera Advisors LLC | 61,467 | $2.74M | 0.0% | N/A | 0.778% | |
| 5/24/2024 | Cetera Investment Advisers | 67,398 | $3.00M | 0.0% | N/A | 0.853% | |
| 5/17/2024 | Tandem Capital Management Corp ADV | 11,250 | $501K | 0.3% | +3.5% | 0.142% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 9,694 | $431K | 0.0% | +4.1% | 0.123% | |
| 5/3/2024 | Liberty Wealth Management LLC | 4,744 | $211K | 0.0% | N/A | 0.061% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 7,630 | $340K | 0.0% | +3.4% | 0.098% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 28,435 | $1.27M | 0.0% | +98.5% | 0.365% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 23,253 | $1.04M | 0.7% | +13.6% | 0.298% | |
| 4/23/2024 | PFG Private Wealth Management LLC | 9,206 | $410K | 0.3% | -95.1% | 0.118% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 420,387 | $18.71M | 0.0% | -44.9% | 5.390% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 20,511 | $913K | 0.4% | N/A | 0.263% | |
| 4/18/2024 | Breakwater Capital Group | 39,935 | $1.78M | 0.4% | +0.7% | 0.601% | |
| 4/17/2024 | Foguth Wealth Management LLC. | 39,758 | $1.77M | 0.9% | N/A | 0.598% | |
| 4/15/2024 | RMR Wealth Builders | 6,133 | $273K | 0.0% | -41.1% | 0.092% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 39,758 | $1.77M | 0.4% | -22.6% | 0.598% | |
| 2/20/2024 | Taylor Financial Group Inc. | 42,778 | $1.76M | 1.4% | N/A | 0.643% | |
| 2/14/2024 | Personal CFO Solutions LLC | 6,566 | $270K | 0.0% | N/A | 0.099% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 9,352 | $384K | 0.0% | N/A | 0.141% | |
| 2/9/2024 | Corient Private Wealth LLC | 657,054 | $26.97M | 0.0% | -8.1% | 9.881% | |
| 2/8/2024 | Financial Advocates Investment Management | 7,129 | $293K | 0.0% | +6.2% | 0.107% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 9,310 | $382K | 0.0% | -14.0% | 0.140% | |
| 2/7/2024 | Principal Securities Inc. | 3,741 | $154K | 0.0% | N/A | 0.056% | |
| 2/6/2024 | RMR Wealth Builders | 10,420 | $428K | 0.1% | -53.1% | 0.157% | |
| 2/6/2024 | Family Asset Management LLC | 11,224 | $461K | 0.3% | +606.4% | 0.169% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 8,247 | $339K | 0.0% | N/A | 0.124% | |
| 2/1/2024 | Element Wealth LLC | 1,038 | $43K | 0.0% | +108.4% | 0.016% | |
| 1/31/2024 | Kellett Wealth Advisors LLC | 20,461 | $840K | 0.6% | +4.1% | 0.308% | |
| 1/30/2024 | SVB Wealth LLC | 6,502 | $267K | 0.0% | N/A | 0.098% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 3,426 | $141K | 0.0% | N/A | 0.052% | |
| 1/24/2024 | Breakwater Capital Group | 39,677 | $1.64M | 0.5% | +2.4% | 0.597% | |
| 1/22/2024 | Princeton Global Asset Management LLC | 17,615 | $723K | 0.2% | +2.4% | 0.265% | |
| 1/22/2024 | PFG Private Wealth Management LLC | 186,833 | $7.67M | 5.2% | +3,213.8% | 2.810% | |
| 1/18/2024 | Global Retirement Partners LLC | 1,129 | $46K | 0.0% | N/A | 0.017% | |
| 1/16/2024 | Cedar Mountain Advisors LLC | 92,081 | $3.78M | 1.0% | +1.6% | 1.385% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 763,366 | $31.34M | 0.1% | +9.6% | 11.479% | |
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| 1/16/2024 | CoreCap Advisors LLC | 5,203 | $214K | 0.0% | N/A | 0.078% | |
| 1/11/2024 | Galvin Gaustad & Stein LLC | 23,825 | $978K | 0.1% | +8.8% | 0.358% | |
| 11/16/2023 | Advisors Capital Management LLC | 137,292 | $5.11M | 0.1% | N/A | 2.065% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 7,549 | $281K | 0.0% | N/A | 0.114% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 15,451 | $575K | 0.0% | +43.0% | 0.232% | |
| 11/13/2023 | LPL Financial LLC | 246,740 | $9.19M | 0.0% | -15.3% | 3.710% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 7,376 | $275K | 0.0% | +14.0% | 0.111% | |
| 11/8/2023 | Argent Trust Co | 56,859 | $2.12M | 0.1% | +0.8% | 0.855% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 6,857 | $255K | 0.0% | -46.2% | 0.103% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 10,982 | $409K | 0.0% | -11.2% | 0.165% | |
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