| 12/13/2024 | B. Riley Wealth Advisors Inc. | 17,803 | $682K | 0.0% | -2.7% | 0.081% | |
| 11/25/2024 | World Investment Advisors LLC | 18,475 | $708K | 0.0% | N/A | 0.084% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 9,295 | $356K | 0.0% | N/A | 0.042% | |
| 11/15/2024 | Continuum Advisory LLC | 20,746 | $804K | 0.1% | -1.5% | 0.095% | |
| 11/15/2024 | MML Investors Services LLC | 86,103 | $3.30M | 0.0% | -9.3% | 0.393% | |
| 11/15/2024 | Jane Street Group LLC | 159,790 | $6.12M | 0.0% | +539.8% | 0.730% | |
|
| 11/15/2024 | Kovitz Investment Group Partners LLC | 976,816 | $37K | 0.0% | -2.8% | 4.460% | |
| 11/15/2024 | HighTower Advisors LLC | 521,393 | $19.97M | 0.0% | -3.8% | 2.381% | |
| 11/14/2024 | Tradition Wealth Management LLC | 20,305 | $778K | 0.1% | -7.9% | 0.093% | |
| 11/13/2024 | Townsquare Capital LLC | 125,731 | $4.82M | 0.1% | -13.7% | 0.574% | |
| 11/12/2024 | Penserra Capital Management LLC | 1,025,027 | $39.27M | 0.9% | +5.9% | 4.680% | |
| 11/8/2024 | Bellwether Advisors LLC | 15,856 | $607K | 0.1% | -75.9% | 0.072% | |
| 11/8/2024 | Horan Capital Advisors LLC. | 15,186 | $582K | 0.2% | -21.2% | 0.069% | |
| 11/7/2024 | Pathstone Holdings LLC | 211,670 | $8.42M | 0.0% | +93.3% | 0.967% | |
| 11/7/2024 | MAI Capital Management | 38,439 | $1.47M | 0.0% | -2.0% | 0.176% | |
| 11/6/2024 | BCGM Wealth Management LLC | 5,752 | $220K | 0.1% | -13.2% | 0.026% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 44,777 | $1.72M | 0.0% | -0.9% | 0.204% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 28,126 | $1.08M | 0.1% | +18.9% | 0.128% | |
| 11/4/2024 | Sigma Planning Corp | 17,745 | $680K | 0.0% | -41.3% | 0.081% | |
| 11/2/2024 | XML Financial LLC | 7,957 | $305K | 0.0% | -14.5% | 0.036% | |
| 11/1/2024 | TCTC Holdings LLC | 7,283 | $279K | 0.0% | N/A | 0.033% | |
| 10/31/2024 | Global Strategic Investment Solutions LLC | 229,978 | $8.81M | 1.0% | -30.2% | 1.050% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 89,055 | $3.41M | 0.0% | -16.6% | 0.407% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 7,200 | $276K | 0.0% | N/A | 0.033% | |
| 10/28/2024 | Focus Financial Network Inc. | 7,429 | $285K | 0.0% | -32.6% | 0.034% | |
| 10/25/2024 | Valmark Advisers Inc. | 28,789 | $1.10M | 0.0% | -1.6% | 0.131% | |
| 10/25/2024 | Strategic Blueprint LLC | 15,942 | $611K | 0.0% | -21.4% | 0.073% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 25,535 | $978K | 0.1% | -3.2% | 0.117% | |
| 10/24/2024 | FSA Advisors Inc. | 19,219 | $736K | 0.7% | -1.5% | 0.088% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 74,003 | $2.84M | 0.0% | -20.3% | 0.338% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 52,171 | $2.00M | 0.6% | +1.0% | 0.238% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 11,327 | $434K | 0.2% | -15.0% | 0.052% | |
| 10/22/2024 | Chris Bulman Inc | 32,104 | $1.23M | 0.8% | +4.9% | 0.147% | |
| 10/22/2024 | Weaver Capital Management LLC | 189,227 | $7.25M | 2.2% | -0.1% | 0.864% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 243,424 | $9.33M | 0.2% | -0.3% | 1.112% | |
| 10/17/2024 | BCS Wealth Management | 53,631 | $2.06M | 0.9% | -1.6% | 0.245% | |
| 10/16/2024 | Greenup Street Wealth Management LLC | 6,993 | $268K | 0.1% | N/A | 0.032% | |
| 10/15/2024 | Keystone Wealth Services LLC | 10,505 | $402K | 0.1% | -60.4% | 0.048% | |
| 10/10/2024 | CRA Financial Services LLC | 42,317 | $1.62M | 0.3% | -10.8% | 0.193% | |
| 10/10/2024 | Pinnacle Wealth Management Group Inc. | 31,370 | $1.20M | 0.8% | -6.6% | 0.143% | |
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| 10/9/2024 | Castle Rock Wealth Management LLC | 94,283 | $3.62M | 0.9% | -0.7% | 0.431% | |
| 10/8/2024 | Gill Capital Partners LLC | 112,290 | $4.30M | 1.5% | -4.6% | 0.513% | |
| 10/8/2024 | Brookstone Capital Management | 253,048 | $9.69M | 0.1% | -5.8% | 1.155% | |
| 10/8/2024 | Sugarloaf Wealth Management LLC | 16,268 | $623K | 0.1% | -11.0% | 0.074% | |
| 10/7/2024 | Cypress Financial Planning LLC | 11,321 | $434K | 0.2% | -10.2% | 0.052% | |
| 8/22/2024 | Cetera Investment Advisers | 322,425 | $12.09M | 0.0% | -49.9% | 1.472% | |
| 8/21/2024 | Truist Financial Corp | 288,728 | $10.83M | 0.0% | -2.0% | 1.318% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 18,304 | $687K | 0.0% | +120.8% | 0.084% | |
| 8/14/2024 | Bank of Montreal Can | 14,018 | $526K | 0.0% | N/A | 0.064% | |
| 8/13/2024 | AE Wealth Management LLC | 114,598 | $4.30M | 0.0% | +3.0% | 0.523% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 12,563 | $471K | 0.0% | -62.0% | 0.057% | |
| 8/10/2024 | Firestone Capital Management | 18,499 | $694K | 0.2% | +15.9% | 0.084% | |
| 8/10/2024 | Yarger Wealth Strategies LLC | 77,682 | $2.91M | 1.8% | -4.2% | 0.355% | |
| 8/9/2024 | WealthPLAN Partners LLC | 5,414 | $203K | 0.0% | -93.4% | 0.025% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 349,223 | $13.10M | 0.0% | +3.7% | 1.595% | |
| 8/8/2024 | CoreCap Advisors LLC | 65,393 | $2.45M | 0.3% | N/A | 0.299% | |
| 8/8/2024 | WPWealth LLP | 14,107 | $529K | 0.1% | -26.2% | 0.064% | |
| 8/6/2024 | Horan Capital Advisors LLC. | 19,271 | $723K | 0.3% | -6.6% | 0.088% | |
| 8/6/2024 | Chris Bulman Inc | 30,616 | $1.15M | 0.8% | N/A | 0.140% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 244,259 | $9.16M | 0.2% | +17.7% | 1.115% | |
| 8/2/2024 | Weaver Capital Management LLC | 189,491 | $7.11M | 2.3% | -2.3% | 0.865% | |
| 8/1/2024 | Retirement Income Solutions Inc | 46,263 | $1.74M | 0.4% | -9.8% | 0.211% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 535,093 | $20.07M | 0.0% | -4.0% | 2.443% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 23,664 | $888K | 0.1% | -8.4% | 0.108% | |
| 7/27/2024 | HB Wealth Management LLC | 117,457 | $4.41M | 0.1% | N/A | 0.536% | |
| 7/27/2024 | Strategic Blueprint LLC | 20,282 | $761K | 0.1% | -3.3% | 0.093% | |
| 7/26/2024 | Crown Wealth Group LLC | 12,077 | $453K | 0.2% | -8.0% | 0.055% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 157,618 | $5.91M | 0.0% | -1.1% | 0.720% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 8,265 | $310K | 0.0% | N/A | 0.038% | |
| 7/24/2024 | Cornerstone Wealth Group LLC | 15,535 | $583K | 0.1% | -2.8% | 0.071% | |
| 7/22/2024 | Focus Financial Network Inc. | 11,018 | $416K | 0.0% | -3.5% | 0.050% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 280,085 | $10.51M | 0.0% | -0.9% | 1.279% | |
| 7/20/2024 | Milestone Asset Management LLC | 66,706 | $2.50M | 0.6% | -8.3% | 0.305% | |
| 7/19/2024 | KFG Wealth Management LLC | 76,990 | $2.89M | 1.1% | -1.8% | 0.352% | |
| 7/19/2024 | Raymond James & Associates | 33,509 | $1.26M | 0.0% | -20.6% | 0.153% | |
| 7/19/2024 | MBL Wealth LLC | 232,042 | $8.70M | 1.0% | -35.7% | 1.060% | |
| 7/19/2024 | ARS Wealth Advisors Group LLC | 22,672 | $850K | 0.1% | -2.6% | 0.104% | |
| 7/18/2024 | Brookstone Capital Management | 268,547 | $10.13M | 0.2% | -73.9% | 1.226% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 92,844 | $3.48M | 0.0% | +3.5% | 0.424% | |
| 7/16/2024 | BCS Wealth Management | 54,518 | $2.05M | 1.0% | -0.9% | 0.249% | |
| 7/15/2024 | RFG Advisory LLC | 61,073 | $2.29M | 0.1% | +7.3% | 0.279% | |
| 7/12/2024 | Cypress Wealth Services LLC | 9,854 | $370K | 0.1% | -14.2% | 0.045% | |
| 7/12/2024 | Diversify Advisory Services LLC | 17,450 | $658K | 0.0% | N/A | 0.080% | |
| 7/12/2024 | Cardinal Point Capital Management ULC | 5,405 | $203K | 0.0% | N/A | 0.025% | |
| 7/12/2024 | City Holding Co. | 26,778 | $1.00M | 0.1% | -21.5% | 0.122% | |
| 7/12/2024 | CRA Financial Services LLC | 47,464 | $1.78M | 0.4% | -7.1% | 0.217% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 6,451 | $242K | 0.0% | +15.5% | 0.029% | |
| 7/10/2024 | Gill Capital Partners LLC | 117,696 | $4.42M | 1.7% | -0.8% | 0.537% | |
| 6/21/2024 | Cape Investment Advisory Inc. | 5,200 | $190K | 0.1% | -16.1% | 0.024% | |
| 5/24/2024 | Cetera Advisors LLC | 515,762 | $18.88M | 0.1% | +353.4% | 2.355% | |
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| 5/24/2024 | Cetera Investment Advisers | 643,391 | $23.55M | 0.1% | +48.8% | 2.938% | |
| 5/23/2024 | FSA Advisors Inc. | 19,475 | $713K | 0.8% | +2.0% | 0.089% | |
| 5/20/2024 | Bullseye Investment Management LLC | 5,666 | $207K | 0.1% | N/A | 0.026% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 151,140 | $5.53M | 0.8% | +153.2% | 0.690% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 8,289 | $303K | 0.0% | -21.4% | 0.038% | |
| 5/16/2024 | WPWealth LLP | 19,109 | $699K | 0.2% | -23.5% | 0.087% | |
| 5/14/2024 | CreativeOne Wealth LLC | 21,377 | $782K | 0.0% | -2.4% | 0.094% | |
| 5/14/2024 | InterOcean Capital Group LLC | 14,450 | $529K | 0.0% | -7.3% | 0.063% | |
| 5/10/2024 | Osaic Holdings Inc. | 532,753 | $19.50M | 0.0% | -5.0% | 2.339% | |
| 5/9/2024 | Blair William & Co. IL | 378,698 | $13.86M | 0.0% | -0.1% | 1.662% | |
