| 11/18/2024 | Soltis Investment Advisors LLC | 55,655 | $2.93M | 0.3% | +8.2% | 0.097% | |
| 11/15/2024 | MML Investors Services LLC | 395,027 | $20.76M | 0.1% | +15.9% | 0.689% | |
| 11/15/2024 | Vienna Asset Management LLC | 57,811 | $3.04M | 2.2% | +83.4% | 0.101% | |
| 11/15/2024 | Stifel Financial Corp | 325,563 | $17.11M | 0.0% | +10.3% | 0.568% | |
| 11/15/2024 | IHT Wealth Management LLC | 13,167 | $691K | 0.0% | -45.0% | 0.023% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 11,971 | $629K | 0.0% | +14.6% | 0.021% | |
|
| 11/15/2024 | HighTower Advisors LLC | 171,332 | $8.99M | 0.0% | +9.8% | 0.299% | |
| 11/14/2024 | Captrust Financial Advisors | 4,030 | $212K | 0.0% | -12.4% | 0.007% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 201,555 | $10.59M | 0.0% | +1.1% | 0.352% | |
| 11/13/2024 | Freedom Investment Management Inc. | 19,108 | $1.00M | 0.1% | +18.9% | 0.033% | |
| 11/13/2024 | D.A. Davidson & CO. | 22,551 | $1.19M | 0.0% | +34.3% | 0.039% | |
| 11/12/2024 | StoneX Group Inc. | 18,501 | $972K | 0.1% | +1.2% | 0.032% | |
| 11/12/2024 | Optivise Advisory Services LLC | 43,981 | $2.31M | 1.2% | N/A | 0.077% | |
| 11/12/2024 | CFS Investment Advisory Services LLC | 1,956,920 | $102.84M | 8.6% | +0.7% | 3.415% | |
| 11/12/2024 | Raymond James Trust N.A. | 9,469 | $498K | 0.0% | -49.6% | 0.017% | |
| 11/12/2024 | Pacer Advisors Inc. | 198,732 | $10.44M | 0.0% | -3.0% | 0.347% | |
| 11/12/2024 | Integrated Investment Consultants LLC | 27,467 | $1.44M | 0.0% | N/A | 0.048% | |
| 11/9/2024 | LPL Financial LLC | 3,237,972 | $170.16M | 0.1% | +6.8% | 5.651% | |
| 11/8/2024 | Prospera Private Wealth LLC | 147,848 | $7.77M | 1.4% | N/A | 0.258% | |
| 11/8/2024 | Prospera Financial Services Inc | 10,961 | $576K | 0.0% | +170.6% | 0.019% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 28,093 | $1.48M | 0.0% | -7.5% | 0.049% | |
| 11/5/2024 | Harbour Investments Inc. | 22,449 | $1.18M | 0.0% | +14.7% | 0.039% | |
| 11/4/2024 | Beam Wealth Advisors Inc. | 39,718 | $2.09M | 0.6% | +4.0% | 0.069% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 31,274 | $1.64M | 0.0% | +13.4% | 0.055% | |
| 11/4/2024 | Sigma Planning Corp | 15,366 | $808K | 0.0% | -1.9% | 0.027% | |
| 11/1/2024 | Assetmark Inc. | 642 | $34K | 0.0% | +1,326.7% | 0.001% | |
| 10/31/2024 | Financial Enhancement Group LLC | 224,642 | $11.81M | 2.1% | +1.5% | 0.392% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 46,376 | $2.44M | 0.1% | +0.4% | 0.081% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 47,844 | $2.51M | 0.0% | N/A | 0.083% | |
| 10/29/2024 | Realta Investment Advisors | 1,154 | $62K | 0.0% | -14.8% | 0.002% | |
| 10/28/2024 | Strategic Financial Partners Ltd. | 21,994 | $1.16M | 0.6% | -1.3% | 0.038% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 9,152 | $481K | 0.0% | +2.2% | 0.016% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 35,635 | $1.87M | 0.2% | +2.2% | 0.062% | |
| 10/25/2024 | Financial Advocates Investment Management | 108,716 | $5.62M | 0.3% | +4.3% | 0.190% | |
| 10/25/2024 | Gimbal Financial | 69,471 | $3.69M | 2.4% | +8.1% | 0.121% | |
| 10/25/2024 | Golden State Equity Partners | 12,968 | $681K | 0.2% | -8.2% | 0.023% | |
| 10/25/2024 | Tyche Wealth Partners LLC | 218,955 | $11.51M | 2.6% | +2.2% | 0.382% | |
| 10/25/2024 | MONECO Advisors LLC | 168,227 | $8.84M | 1.1% | +11.2% | 0.294% | |
| 10/24/2024 | Welch Group LLC | 17,599 | $925K | 0.0% | -14.6% | 0.031% | |
| 10/24/2024 | Lunt Capital Management Inc. | 37,199 | $1.96M | 0.9% | +6.9% | 0.065% | |
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| 10/24/2024 | J.W. Cole Advisors Inc. | 84,944 | $4.46M | 0.2% | +4.4% | 0.148% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 239,904 | $12.61M | 0.0% | -2.6% | 0.419% | |
| 10/23/2024 | Allworth Financial LP | 7,366 | $387K | 0.0% | -21.3% | 0.013% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 11,121 | $582K | 0.1% | +205.1% | 0.019% | |
| 10/23/2024 | Schmidt P J Investment Management Inc. | 19,171 | $1.01M | 0.2% | +4.4% | 0.033% | |
| 10/23/2024 | American Institute for Advanced Investment Management LLP | 17,620 | $926K | 0.7% | -35.4% | 0.031% | |
| 10/23/2024 | PSI Advisors LLC | 3,804 | $200K | 0.1% | +13.4% | 0.007% | |
| 10/22/2024 | Private Advisor Group LLC | 145,828 | $7.66M | 0.0% | +7.1% | 0.254% | |
| 10/22/2024 | Eastern Bank | 2,340 | $123K | 0.0% | N/A | 0.004% | |
| 10/21/2024 | Koss Olinger Consulting LLC | 595,695 | $31.30M | 2.7% | -0.5% | 1.040% | |
| 10/19/2024 | Cedrus LLC | 15,825 | $832K | 0.3% | +227.5% | 0.028% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 76,301 | $4.01M | 1.3% | +4.6% | 0.133% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 1,263,196 | $66.38M | 0.1% | +1.3% | 2.205% | |
| 10/18/2024 | Raymond James & Associates | 809,458 | $42.54M | 0.0% | +10.2% | 1.413% | |
| 10/16/2024 | Global Retirement Partners LLC | 56,452 | $2.97M | 0.1% | +1.5% | 0.099% | |
| 10/16/2024 | SPC Financial Inc. | 111,458 | $5.86M | 0.5% | +7.9% | 0.195% | |
| 10/15/2024 | PFG Advisors | 201,245 | $10.58M | 0.7% | +5.8% | 0.351% | |
| 10/11/2024 | ORG Partners LLC | 122,027 | $6.41M | 1.0% | -4.1% | 0.213% | |
| 10/10/2024 | JBR Co Financial Management Inc | 17,266 | $907K | 0.6% | -36.3% | 0.030% | |
| 10/9/2024 | Ferguson Shapiro LLC | 1,167,237 | $61.34M | 22.9% | +105.3% | 2.037% | |
| 10/9/2024 | Marcum Wealth LLC | 4,818 | $253K | 0.0% | -20.0% | 0.008% | |
| 10/8/2024 | CWM LLC | 1,186 | $62K | 0.0% | +32.7% | 0.002% | |
| 10/8/2024 | Saxon Interests Inc. | 8,519 | $448K | 0.2% | N/A | 0.015% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,308 | $2.28M | 0.2% | N/A | 0.076% | |
| 10/8/2024 | Sovereign Financial Group Inc. | 6,522 | $343K | 0.1% | -64.0% | 0.011% | |
| 10/8/2024 | Brookstone Capital Management | 18,034 | $948K | 0.0% | +7.2% | 0.031% | |
| 10/7/2024 | EWG Elevate Inc. | 26,096 | $1.37M | 0.6% | -1.0% | 0.046% | |
| 9/23/2024 | Centaurus Financial Inc. | 2,225 | $111K | 0.0% | N/A | 0.004% | |
| 9/11/2024 | Newbridge Financial Services Group Inc. | 542 | $27K | 0.0% | -32.1% | 0.001% | |
| 9/5/2024 | Sanctuary Advisors LLC | 10,322 | $479K | 0.0% | N/A | 0.018% | |
| 8/26/2024 | Founders Financial Alliance LLC | 599 | $30K | 0.0% | -36.9% | 0.001% | |
| 8/22/2024 | Cetera Investment Advisers | 1,073,209 | $53.40M | 0.1% | +9.4% | 1.873% | |
| 8/21/2024 | SPC Financial Inc. | 103,305 | $5.14M | 0.5% | +9.7% | 0.180% | |
| 8/21/2024 | Truist Financial Corp | 297,547 | $14.81M | 0.0% | +9.1% | 0.519% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 40,557 | $2.02M | 0.1% | -19.3% | 0.071% | |
| 8/16/2024 | NewEdge Advisors LLC | 127,953 | $6.37M | 0.0% | -2.7% | 0.223% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 450,564 | $22.42M | 0.0% | +6.8% | 0.786% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 91,345 | $4.55M | 0.2% | +0.3% | 0.159% | |
| 8/14/2024 | Insigneo Advisory Services LLC | 11,578 | $548K | 0.1% | +59.1% | 0.020% | |
| 8/14/2024 | Bank of Montreal Can | 14,603 | $729K | 0.0% | +65.7% | 0.025% | |
| 8/14/2024 | Fidelis Capital Partners LLC | 4,775 | $226K | 0.0% | N/A | 0.008% | |
| 8/13/2024 | Pacer Advisors Inc. | 204,932 | $10.20M | 0.0% | -9.3% | 0.358% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 24,179 | $1.20M | 0.1% | -10.6% | 0.042% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 27,573 | $1.37M | 0.0% | -3.7% | 0.048% | |
| 8/9/2024 | Renaissance Technologies LLC | 39,600 | $1.97M | 0.0% | -15.7% | 0.069% | |
| 8/9/2024 | American Planning Services Inc. | 289,508 | $14.41M | 10.1% | -38.3% | 0.505% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 81,380 | $4.05M | 0.2% | +24.3% | 0.142% | |
| 8/8/2024 | Inspire Advisors LLC | 10,094 | $502K | 0.1% | -5.7% | 0.018% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 764,960 | $38.06M | 0.0% | +7.5% | 1.335% | |
| 8/8/2024 | Oppenheimer & Co. Inc. | 30,384 | $1.51M | 0.0% | +6.3% | 0.053% | |
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| 8/8/2024 | New England Private Wealth Advisors LLC | 4,108 | $204K | 0.0% | -19.6% | 0.007% | |
| 8/8/2024 | PFG Advisors | 190,134 | $9.46M | 0.6% | +28.5% | 0.332% | |
| 8/8/2024 | LPL Financial LLC | 3,033,007 | $150.92M | 0.1% | +1.1% | 5.293% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 38,176 | $1.90M | 0.6% | +22.2% | 0.067% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 34,148 | $1.70M | 0.2% | -9.5% | 0.060% | |
| 8/6/2024 | Koss Olinger Consulting LLC | 598,715 | $29.79M | 2.8% | N/A | 1.045% | |
| 8/5/2024 | Private Advisor Group LLC | 136,099 | $6.77M | 0.0% | +8.2% | 0.238% | |
| 8/2/2024 | Larson Financial Group LLC | 830 | $41K | 0.0% | +124.3% | 0.001% | |
| 8/2/2024 | Financial Enhancement Group LLC | 221,219 | $10.99M | 1.6% | -1.1% | 0.386% | |
| 8/2/2024 | Ferguson Shapiro LLC | 568,542 | $28.29M | 11.1% | -5.3% | 0.992% | |
