| 11/19/2024 | Barclays PLC | 7,164 | $279K | 0.0% | N/A | 0.044% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 14,649 | $571K | 0.0% | +13.2% | 0.090% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 10,535 | $410K | 0.0% | N/A | 0.065% | |
| 11/18/2024 | Orion Capital Management LLC | 25,898 | $1.01M | 0.5% | -6.1% | 0.159% | |
| 11/15/2024 | Frisch Financial Group Inc. | 82,036 | $3.20M | 1.0% | N/A | 0.502% | |
| 11/15/2024 | Barclays PLC | 7,164 | $279K | 0.0% | N/A | 0.044% | |
|
| 11/15/2024 | Continuum Advisory LLC | 11,650 | $461K | 0.1% | +3.0% | 0.071% | |
| 11/15/2024 | MML Investors Services LLC | 138,325 | $5.39M | 0.0% | +9.4% | 0.847% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 43,076 | $1.68M | 0.0% | +36.9% | 0.264% | |
| 11/15/2024 | SageView Advisory Group LLC | 14,930 | $582K | 0.0% | -2.0% | 0.091% | |
| 11/15/2024 | HighTower Advisors LLC | 208,212 | $8.12M | 0.0% | +3.9% | 1.275% | |
| 11/14/2024 | Encompass More Asset Management | 17,430 | $679K | 0.3% | N/A | 0.107% | |
| 11/14/2024 | CreativeOne Wealth LLC | 109,387 | $4.26M | 0.1% | +3.9% | 0.670% | |
| 11/13/2024 | WorthPointe LLC | 24,839 | $967K | 0.4% | +5.0% | 0.152% | |
| 11/13/2024 | Townsquare Capital LLC | 48,366 | $1.88M | 0.0% | -13.8% | 0.296% | |
| 11/12/2024 | Penserra Capital Management LLC | 996,634 | $38.82M | 0.8% | +5.9% | 6.103% | |
| 11/12/2024 | Cerity Partners LLC | 50,548 | $1.97M | 0.0% | -1.7% | 0.310% | |
| 11/8/2024 | Bellwether Advisors LLC | 19,180 | $747K | 0.1% | -7.6% | 0.117% | |
| 11/7/2024 | MAI Capital Management | 31,704 | $1.24M | 0.0% | +7.2% | 0.194% | |
| 11/7/2024 | Sugar Maple Asset Management LLC | 35,360 | $1.38M | 1.2% | -65.7% | 0.217% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 21,529 | $839K | 0.0% | -4.0% | 0.132% | |
| 11/6/2024 | Valtinson Bruner Financial Planning LLC | 148,156 | $5.77M | 2.0% | -2.3% | 0.907% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,125 | $239K | 0.0% | +8.8% | 0.038% | |
| 11/5/2024 | Harbour Investments Inc. | 12,169 | $474K | 0.0% | +59.1% | 0.075% | |
| 11/1/2024 | Verdence Capital Advisors LLC | 5,612 | $219K | 0.0% | N/A | 0.034% | |
| 11/1/2024 | Corrado Advisors LLC | 42,846 | $1.67M | 1.0% | -2.2% | 0.262% | |
| 10/31/2024 | Global Strategic Investment Solutions LLC | 214,762 | $8.37M | 1.0% | -63.8% | 1.315% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 34,330 | $1.34M | 0.5% | -1.9% | 0.210% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 171,897 | $6.70M | 0.0% | +17.0% | 1.053% | |
| 10/29/2024 | Farther Finance Advisors LLC | 8,118 | $316K | 0.0% | N/A | 0.050% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 27,900 | $1.09M | 0.1% | N/A | 0.171% | |
| 10/28/2024 | Focus Financial Network Inc. | 23,754 | $925K | 0.0% | -8.9% | 0.145% | |
| 10/28/2024 | Stephens Inc. AR | 261,612 | $10.19M | 0.1% | -1.1% | 1.602% | |
| 10/28/2024 | Summit Wealth Partners LLC | 11,432 | $445K | 0.1% | N/A | 0.070% | |
| 10/28/2024 | Nikulski Financial Inc. | 12,075 | $470K | 0.1% | -3.2% | 0.074% | |
| 10/25/2024 | Cornerstone Wealth Group LLC | 23,820 | $928K | 0.1% | -1.7% | 0.146% | |
| 10/24/2024 | FSA Advisors Inc. | 22,698 | $884K | 0.9% | -2.6% | 0.139% | |
| 10/24/2024 | Motiv8 Investments LLC | 232,384 | $9.05M | 6.1% | +8.9% | 1.423% | |
| 10/24/2024 | Goldstein Advisors LLC | 6,420 | $250K | 0.0% | N/A | 0.039% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 156,755 | $6.11M | 0.0% | -2.4% | 0.960% | |
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| 10/23/2024 | Allworth Financial LP | 807 | $31K | 0.0% | +289.9% | 0.005% | |
| 10/23/2024 | Legacy Capital Group California Inc. | 6,123 | $238K | 0.1% | -4.1% | 0.037% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 745 | $29K | 0.0% | -50.3% | 0.005% | |
| 10/22/2024 | McAdam LLC | 8,217 | $320K | 0.0% | +4.4% | 0.050% | |
| 10/22/2024 | Chris Bulman Inc | 41,976 | $1.64M | 1.1% | -13.1% | 0.257% | |
| 10/22/2024 | Signaturefd LLC | 27,949 | $1.09M | 0.0% | N/A | 0.171% | |
| 10/19/2024 | Compass Ion Advisors LLC | 6,567 | $256K | 0.0% | N/A | 0.040% | |
| 10/18/2024 | AA Financial Advisors LLC | 184,688 | $7.19M | 2.1% | +5.8% | 1.131% | |
| 10/17/2024 | BCS Wealth Management | 48,597 | $1.89M | 0.8% | -7.5% | 0.298% | |
| 10/11/2024 | Elmwood Wealth Management Inc. | 72,878 | $2.84M | 1.2% | +1.3% | 0.446% | |
| 10/11/2024 | VitalStone Financial LLC | 7,287 | $284K | 0.2% | N/A | 0.045% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 10,406 | $405K | 0.0% | +16.9% | 0.064% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 728 | $28K | 0.0% | N/A | 0.004% | |
| 10/9/2024 | Castle Rock Wealth Management LLC | 29,833 | $1.16M | 0.3% | +2.1% | 0.183% | |
| 10/8/2024 | CWM LLC | 53,061 | $2.07M | 0.0% | +1,477.3% | 0.325% | |
| 10/8/2024 | Brookstone Capital Management | 156,297 | $6.09M | 0.1% | -1.6% | 0.957% | |
| 10/8/2024 | City Holding Co. | 21,147 | $824K | 0.1% | -14.3% | 0.129% | |
| 10/7/2024 | Cypress Financial Planning LLC | 13,299 | $518K | 0.2% | -28.3% | 0.081% | |
| 9/23/2024 | Centaurus Financial Inc. | 38,779 | $1.49M | 0.1% | -2.3% | 0.237% | |
| 8/22/2024 | Cetera Investment Advisers | 120,988 | $4.63M | 0.0% | -28.9% | 0.741% | |
| 8/21/2024 | Truist Financial Corp | 106,409 | $4.07M | 0.0% | +0.8% | 0.652% | |
| 8/16/2024 | Long Island Wealth Management Inc. | 13,025 | $499K | 0.4% | -6.5% | 0.080% | |
| 8/13/2024 | AE Wealth Management LLC | 37,229 | $1.43M | 0.0% | -3.9% | 0.228% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 56,378 | $2.16M | 0.0% | -11.4% | 0.345% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 25,400 | $973K | 0.0% | -18.1% | 0.156% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 230,952 | $8.84M | 0.0% | +21.1% | 1.414% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 13,037 | $499K | 0.0% | -24.5% | 0.080% | |
| 8/8/2024 | CoreCap Advisors LLC | 120,676 | $4.62M | 0.5% | N/A | 0.739% | |
| 8/8/2024 | WPWealth LLP | 118,319 | $4.53M | 1.1% | -35.0% | 0.725% | |
| 8/6/2024 | Certuity LLC | 8,530 | $327K | 0.0% | N/A | 0.052% | |
| 8/6/2024 | Chris Bulman Inc | 48,312 | $1.85M | 1.3% | N/A | 0.296% | |
| 8/6/2024 | Motiv8 Investments LLC | 213,481 | $8.17M | 6.1% | +4.3% | 1.307% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 151,674 | $5.81M | 2.3% | -0.5% | 0.929% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 96,599 | $3.70M | 0.8% | -4.5% | 0.592% | |
| 8/2/2024 | Weaver Capital Management LLC | 8,241 | $316K | 0.1% | -50.4% | 0.050% | |
| 8/1/2024 | Retirement Income Solutions Inc | 41,899 | $1.60M | 0.4% | -1.3% | 0.257% | |
| 8/1/2024 | Bellwether Advisors LLC | 20,753 | $795K | 0.2% | -13.8% | 0.127% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 597,208 | $22.87M | 0.0% | -2.2% | 3.657% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 5,285 | $202K | 0.1% | N/A | 0.032% | |
| 7/30/2024 | International Assets Investment Management LLC | 30,525 | $1.17M | 0.1% | -3.5% | 0.187% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 14,195 | $544K | 0.0% | -16.8% | 0.087% | |
| 7/27/2024 | Strategic Blueprint LLC | 23,110 | $885K | 0.1% | -1.4% | 0.142% | |
| 7/26/2024 | Beacon Financial Advisory LLC | 35,012 | $1.34M | 0.5% | +45.8% | 0.214% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 29,328 | $1.12M | 0.2% | -1.9% | 0.180% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 128,720 | $4.93M | 0.0% | -25.8% | 0.788% | |
| 7/26/2024 | My Personal CFO LLC | 8,915 | $341K | 0.2% | -5.2% | 0.055% | |
| 7/24/2024 | Cornerstone Wealth Group LLC | 24,230 | $928K | 0.1% | -1.4% | 0.148% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 6,388 | $245K | 0.1% | N/A | 0.039% | |
| 7/22/2024 | Focus Financial Network Inc. | 26,063 | $1.00M | 0.0% | -2.2% | 0.160% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 314,385 | $12.04M | 0.0% | -1.0% | 1.925% | |
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| 7/19/2024 | KFG Wealth Management LLC | 81,965 | $3.14M | 1.2% | -5.7% | 0.502% | |
| 7/19/2024 | Raymond James & Associates | 35,897 | $1.37M | 0.0% | -23.8% | 0.220% | |
| 7/19/2024 | MBL Wealth LLC | 5,501 | $211K | 0.0% | -8.3% | 0.034% | |
| 7/18/2024 | Brookstone Capital Management | 158,881 | $6.11M | 0.1% | -14.8% | 0.973% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 20,882 | $800K | 0.2% | -58.7% | 0.128% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 160,691 | $6.15M | 0.0% | -12.5% | 0.984% | |
| 7/16/2024 | BCS Wealth Management | 52,511 | $2.01M | 1.0% | -14.4% | 0.322% | |
| 7/16/2024 | AA Financial Advisors LLC | 174,593 | $6.69M | 2.4% | +0.2% | 1.069% | |
| 7/16/2024 | Maia Wealth LLC | 5,711 | $220K | 0.1% | N/A | 0.035% | |
| 7/15/2024 | RFG Advisory LLC | 55,569 | $2.13M | 0.1% | +10.0% | 0.340% | |
