| 11/15/2024 | MML Investors Services LLC | 208,146 | $7.65M | 0.0% | -3.8% | 1.996% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 44,560 | $1.64M | 0.0% | -7.9% | 0.427% | |
| 11/15/2024 | Jane Street Group LLC | 9,851 | $362K | 0.0% | N/A | 0.094% | |
| 11/14/2024 | CreativeOne Wealth LLC | 37,474 | $1.38M | 0.0% | N/A | 0.359% | |
| 11/13/2024 | Townsquare Capital LLC | 6,300 | $232K | 0.0% | -13.4% | 0.060% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 15,789 | $581K | 0.3% | -13.6% | 0.151% | |
|
| 11/8/2024 | Grant Street Asset Management Inc. | 44,294 | $1.63M | 0.5% | -6.5% | 0.425% | |
| 11/5/2024 | First Heartland Consultants Inc. | 29,571 | $1.09M | 0.1% | -10.5% | 0.284% | |
| 11/5/2024 | Harbour Investments Inc. | 85,694 | $3.15M | 0.1% | -17.6% | 0.822% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 16,992 | $625K | 0.0% | -2.4% | 0.163% | |
| 11/1/2024 | Atria Investments Inc | 19,156 | $704K | 0.0% | N/A | 0.184% | |
| 11/1/2024 | PFS Partners LLC | 6,916 | $254K | 0.1% | -18.7% | 0.066% | |
| 11/1/2024 | Rovin Capital UT ADV | 479,085 | $17.62M | 6.5% | -4.4% | 4.593% | |
| 10/30/2024 | Hanlon Investment Management Inc. | 6,452 | $237K | 0.1% | N/A | 0.062% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 337,274 | $12.40M | 0.0% | +0.3% | 3.234% | |
| 10/25/2024 | Diversify Advisory Services LLC | 50,540 | $1.87M | 0.1% | -2.1% | 0.485% | |
| 10/24/2024 | Arkadios Wealth Advisors | 88,359 | $3.25M | 0.2% | -1.2% | 0.847% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 12,887 | $474K | 0.0% | +10.3% | 0.124% | |
| 10/23/2024 | Cambridge Advisors Inc. | 34,088 | $1.25M | 0.3% | -12.6% | 0.327% | |
| 10/22/2024 | Private Advisor Group LLC | 6,610 | $243K | 0.0% | -16.1% | 0.063% | |
| 10/21/2024 | Integrity Financial Corp WA | 1,156 | $43K | 0.0% | -42.2% | 0.011% | |
| 10/21/2024 | Echo Wealth Management LLC | 7,319 | $269K | 0.2% | -5.8% | 0.070% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 19,418 | $714K | 0.1% | -7.4% | 0.186% | |
| 10/16/2024 | Global Retirement Partners LLC | 122,607 | $4.51M | 0.1% | -6.2% | 1.176% | |
| 10/15/2024 | Keystone Wealth Services LLC | 12,543 | $461K | 0.1% | -4.2% | 0.120% | |
| 10/8/2024 | CWM LLC | 9,817 | $361K | 0.0% | +26.3% | 0.094% | |
| 10/8/2024 | Sage Capital Advisors llc | 18,807 | $692K | 0.2% | N/A | 0.180% | |
| 8/22/2024 | Cetera Investment Advisers | 324,590 | $11.71M | 0.0% | -3.3% | 3.112% | |
| 8/21/2024 | Truist Financial Corp | 339,018 | $12.23M | 0.0% | -2.5% | 3.250% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 524,830 | $18.93M | 0.0% | -31.2% | 5.032% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 18,269 | $659K | 0.3% | -17.7% | 0.175% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 67,250 | $2.43M | 0.2% | -1.3% | 0.645% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 415,428 | $14.99M | 0.0% | -5.3% | 3.983% | |
| 7/30/2024 | Millington Financial Advisors LLC | 5,546 | $200K | 0.1% | -7.9% | 0.053% | |
| 7/29/2024 | Arkadios Wealth Advisors | 89,425 | $3.23M | 0.2% | -4.1% | 0.857% | |
| 7/26/2024 | Harbour Investments Inc. | 104,020 | $3.75M | 0.1% | -40.7% | 0.997% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 158,510 | $5.72M | 0.0% | -18.8% | 1.520% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 5,879 | $212K | 0.0% | N/A | 0.056% | |
| 7/25/2024 | First Heartland Consultants Inc. | 33,034 | $1.19M | 0.1% | +5.8% | 0.317% | |
| 7/23/2024 | Private Advisory Group LLC | 8,324 | $300K | 0.0% | -16.3% | 0.080% | |
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| 7/22/2024 | Onyx Bridge Wealth Group LLC | 20,971 | $756K | 0.1% | -9.6% | 0.201% | |
| 7/18/2024 | Rovin Capital UT ADV | 501,253 | $18.08M | 7.5% | +1.5% | 4.806% | |
| 7/17/2024 | Echo Wealth Management LLC | 7,771 | $280K | 0.2% | -14.7% | 0.075% | |
| 7/16/2024 | Foguth Wealth Management LLC. | 12,086 | $436K | 0.2% | -46.2% | 0.116% | |
| 7/12/2024 | Diversify Advisory Services LLC | 51,600 | $1.87M | 0.1% | N/A | 0.495% | |
| 5/24/2024 | Cetera Advisors LLC | 179,149 | $6.32M | 0.0% | -1.2% | 1.718% | |
| 5/24/2024 | Cetera Investment Advisers | 335,557 | $11.83M | 0.0% | +151.3% | 3.217% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 7,635 | $251K | 0.0% | N/A | 0.073% | |
| 5/14/2024 | CreativeOne Wealth LLC | 13,153 | $464K | 0.0% | N/A | 0.126% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,644,965 | $58.00M | 0.1% | -3.8% | 15.771% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 48,371 | $1.71M | 0.0% | -13.9% | 0.464% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 10,546 | $372K | 0.0% | +4.6% | 0.101% | |
| 5/7/2024 | WealthPLAN Partners LLC | 19,169 | $676K | 0.1% | N/A | 0.184% | |
| 5/3/2024 | Integrity Financial Corp WA | 2,001 | $71K | 0.0% | +136.8% | 0.019% | |
| 5/2/2024 | Lincoln National Corp | 81,609 | $2.88M | 0.0% | -3.6% | 0.782% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 334,650 | $11.80M | 0.0% | -1.7% | 3.209% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 49,672 | $1.75M | 0.6% | -20.2% | 0.476% | |
| 4/30/2024 | Private Advisor Group LLC | 73,103 | $2.58M | 0.0% | -0.7% | 0.701% | |
| 4/30/2024 | Arkadios Wealth Advisors | 93,223 | $3.29M | 0.3% | +2.0% | 0.894% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 438,552 | $15.46M | 0.0% | +6.5% | 4.137% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 23,194 | $816K | 0.1% | -14.4% | 0.219% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 5,683 | $200K | 0.0% | +6,432.2% | 0.054% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 195,123 | $6.88M | 0.0% | +9.5% | 1.841% | |
| 4/23/2024 | Global Retirement Partners LLC | 126,215 | $4.45M | 0.2% | +0.3% | 1.191% | |
| 4/22/2024 | Rovin Capital UT ADV | 493,686 | $17.41M | 7.1% | +2.5% | 4.657% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 9,831 | $347K | 0.1% | -45.6% | 0.093% | |
| 4/22/2024 | Echo Wealth Management LLC | 9,113 | $321K | 0.3% | -5.3% | 0.086% | |
| 4/17/2024 | Foguth Wealth Management LLC. | 22,465 | $792K | 0.4% | N/A | 0.212% | |
| 4/16/2024 | PFS Partners LLC | 8,502 | $300K | 0.2% | +129.5% | 0.080% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 12,448 | $439K | 0.0% | +37.5% | 0.117% | |
| 4/12/2024 | Keystone Wealth Services LLC | 13,137 | $463K | 0.2% | +12.9% | 0.120% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 10,026 | $354K | 0.2% | +96.9% | 0.091% | |
| 4/10/2024 | LexAurum Advisors LLC | 25,049 | $883K | 0.2% | N/A | 0.228% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 22,465 | $792K | 0.2% | +20.0% | 0.205% | |
| 3/12/2024 | Rovin Capital UT ADV | 481,561 | $16.39M | 7.4% | -26.9% | 4.386% | |
| 2/23/2024 | Beacon Financial Group | 255,721 | $8.70M | 1.1% | +1.0% | 2.329% | |
| 2/12/2024 | StoneX Group Inc. | 15,952 | $543K | 0.1% | -2.6% | 0.145% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 56,180 | $1.92M | 0.0% | +237.6% | 0.512% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 178,191 | $6.06M | 0.0% | +41.6% | 1.623% | |
| 2/9/2024 | InterOcean Capital Group LLC | 34,435 | $1.17M | 0.0% | +4.8% | 0.314% | |
| 2/8/2024 | First Heartland Consultants Inc. | 41,454 | $1.41M | 0.2% | +10.9% | 0.378% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 340,364 | $11.58M | 0.0% | +3.3% | 3.100% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 10,083 | $343K | 0.0% | -7.3% | 0.092% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 12,331 | $420K | 0.0% | -2.7% | 0.112% | |
| 2/6/2024 | Lincoln National Corp | 84,665 | $2.88M | 0.1% | -2.2% | 0.771% | |
| 2/6/2024 | Private Advisor Group LLC | 73,609 | $2.51M | 0.0% | N/A | 0.670% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 9,053 | $308K | 0.0% | -13.6% | 0.082% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 18,650 | $635K | 0.4% | -22.6% | 0.170% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 40,691 | $1.39M | 0.0% | -70.5% | 0.371% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 12,455 | $424K | 0.1% | +9.6% | 0.113% | |
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| 2/2/2024 | Truist Financial Corp | 341,309 | $11.62M | 0.0% | +3.4% | 3.108% | |
| 2/1/2024 | Millington Financial Advisors LLC | 6,019 | $205K | 0.2% | N/A | 0.055% | |
| 1/31/2024 | Onyx Bridge Wealth Group LLC | 27,110 | $923K | 0.2% | -28.5% | 0.247% | |
| 1/30/2024 | Bison Wealth LLC | 15,777 | $537K | 0.1% | +7.4% | 0.144% | |
| 1/25/2024 | Grant Street Asset Management Inc. | 62,283 | $2.12M | 0.8% | -4.2% | 0.567% | |
| 1/24/2024 | Arkadios Wealth Advisors | 91,418 | $3.11M | 0.3% | +612.4% | 0.833% | |
| 1/23/2024 | LVZ Inc. | 5,908 | $201K | 0.0% | N/A | 0.054% | |
| 1/18/2024 | Global Retirement Partners LLC | 125,840 | $4.31M | 0.2% | +53.1% | 1.146% | |
| 1/18/2024 | Bouchey Financial Group Ltd | 426,353 | $14.51M | 1.6% | -36.4% | 3.883% | |
| 1/17/2024 | Keystone Wealth Services LLC | 11,632 | $396K | 0.1% | -27.7% | 0.106% | |
