| 12/26/2024 | JPMorgan Chase & Co. | 85,928 | $1.95M | 0.0% | +27.5% | 0.402% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 14,582 | $331K | 0.0% | -8.6% | 0.068% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 13,887 | $316K | 0.0% | +8.4% | 0.065% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 78,617 | $1.79M | 0.6% | -6.5% | 0.367% | |
| 11/15/2024 | MML Investors Services LLC | 83,232 | $1.89M | 0.0% | -1.7% | 0.389% | |
| 11/15/2024 | Jane Street Group LLC | 71,527 | $1.63M | 0.0% | -59.1% | 0.334% | |
| 11/15/2024 | Stifel Financial Corp | 91,830 | $2.09M | 0.0% | +3.4% | 0.429% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 331,044 | $7.52M | 0.1% | -19.3% | 1.547% | |
| 11/14/2024 | WFA of San Diego LLC | 21,123 | $480K | 0.4% | -33.8% | 0.099% | |
| 11/12/2024 | Larson Financial Group LLC | 14,533 | $330K | 0.0% | +46.9% | 0.068% | |
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| 11/8/2024 | Northwest Bancshares Inc. | 102,909 | $2.34M | 0.4% | -0.9% | 0.481% | |
| 11/8/2024 | Avior Wealth Management LLC | 2,169 | $49K | 0.0% | -99.3% | 0.010% | |
| 11/8/2024 | Prospera Financial Services Inc | 133,621 | $3.04M | 0.1% | -6.8% | 0.624% | |
| 11/7/2024 | GLOBALT Investments LLC GA | 33,224 | $755K | 0.0% | -2.5% | 0.155% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 208,536 | $4.74M | 0.0% | +15.5% | 0.974% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 119,196 | $2.71M | 0.0% | +2.1% | 0.557% | |
| 11/6/2024 | Kovack Advisors Inc. | 26,160 | $594K | 0.1% | N/A | 0.122% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 9,138 | $208K | 0.0% | -32.9% | 0.043% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 2,291 | $52K | 0.0% | -35.4% | 0.010% | |
| 11/4/2024 | Tyler Stone Wealth Management | 134,845 | $3.06M | 0.6% | +79.6% | 0.616% | |
| 11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,220 | $28K | 0.0% | -42.2% | 0.006% | |
| 11/1/2024 | Leavell Investment Management Inc. | 11,498 | $261K | 0.0% | -38.8% | 0.053% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 218,021 | $4.95M | 0.0% | -4.4% | 0.996% | |
| 10/29/2024 | Key Financial Inc | 34,154 | $776K | 0.2% | +10.7% | 0.156% | |
| 10/29/2024 | Farther Finance Advisors LLC | 23,788 | $540K | 0.0% | -40.5% | 0.109% | |
| 10/28/2024 | Pacific Wealth Strategies Group Inc. | 83,734 | $1.90M | 1.4% | +21.8% | 0.382% | |
| 10/28/2024 | IRON Financial LLC | 13,571 | $308K | 0.2% | -60.8% | 0.062% | |
| 10/25/2024 | Voisard Asset Management Group Inc. | 15,670 | $356K | 0.1% | -7.8% | 0.072% | |
| 10/25/2024 | Diversify Advisory Services LLC | 31,960 | $723K | 0.0% | -21.8% | 0.146% | |
| 10/25/2024 | SFE Investment Counsel | 32,564 | $740K | 0.2% | -59.5% | 0.149% | |
| 10/24/2024 | Sound Stewardship LLC | 47,252 | $1.07M | 0.6% | -1.4% | 0.216% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 15,766 | $358K | 0.0% | N/A | 0.072% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 35,119 | $798K | 0.0% | +64.4% | 0.160% | |
| 10/24/2024 | Masso Torrence Wealth Management Inc. | 43,902 | $997K | 0.5% | -47.8% | 0.200% | |
| 10/22/2024 | Rebalance LLC | 78,161 | $1.78M | 0.1% | -18.2% | 0.350% | |
| 10/22/2024 | Private Advisor Group LLC | 67,620 | $1.54M | 0.0% | -12.9% | 0.303% | |
| 10/22/2024 | Leo Wealth LLC | 59,422 | $1.35M | 0.1% | +7.1% | 0.266% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 26,747 | $608K | 0.0% | +1.9% | 0.120% | |
| 10/21/2024 | Kaye Capital Management | 278,130 | $6.32M | 2.5% | -0.6% | 1.247% | |
| 10/21/2024 | Koss Olinger Consulting LLC | 20,764 | $472K | 0.0% | +3.1% | 0.093% | |
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| 10/19/2024 | Werba Rubin Papier Wealth Management | 76,267 | $1.73M | 0.4% | -31.5% | 0.342% | |
| 10/18/2024 | AA Financial Advisors LLC | 71,133 | $1.62M | 0.5% | +2.4% | 0.319% | |
| 10/18/2024 | Raymond James & Associates | 164,899 | $3.75M | 0.0% | +7.1% | 0.739% | |
| 10/18/2024 | Net Worth Advisory Group | 13,083 | $297K | 0.1% | N/A | 0.059% | |
| 10/17/2024 | BCS Wealth Management | 23,030 | $523K | 0.2% | -5.7% | 0.103% | |
| 10/16/2024 | Quad Cities Investment Group LLC | 16,708 | $380K | 0.2% | -3.4% | 0.075% | |
| 10/16/2024 | Asset Dedication LLC | 349,850 | $7.95M | 0.5% | -30.1% | 1.555% | |
| 10/11/2024 | Stablepoint Partners LLC | 29,816 | $677K | 0.1% | -17.2% | 0.132% | |
| 10/10/2024 | CRA Financial Services LLC | 25,164 | $572K | 0.1% | +115.4% | 0.111% | |
| 10/10/2024 | Evexia Wealth LLC | 139,780 | $3.17M | 1.1% | +16.9% | 0.618% | |
| 10/9/2024 | Private Advisory Group LLC | 22,067 | $501K | 0.1% | -2.1% | 0.098% | |
| 10/8/2024 | CWM LLC | 441,953 | $10.04M | 0.0% | +0.5% | 1.956% | |
| 10/8/2024 | Brookstone Capital Management | 36,140 | $821K | 0.0% | +2.5% | 0.160% | |
| 10/8/2024 | Atomi Financial Group Inc. | 43,863 | $997K | 0.1% | +10.4% | 0.194% | |
| 10/8/2024 | Evanson Asset Management LLC | 10,060 | $229K | 0.0% | -13.3% | 0.044% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 32,235 | $732K | 0.2% | +52.2% | 0.140% | |
| 10/7/2024 | GAMMA Investing LLC | 6,482 | $147K | 0.0% | +282.4% | 0.028% | |
| 10/5/2024 | Mirador Capital Partners LP | 1,721,843 | $39.12M | 7.0% | -49.8% | 7.486% | |
| 10/3/2024 | Park Avenue Securities LLC | 22,085 | $502K | 0.0% | -37.6% | 0.084% | |
| 8/22/2024 | Cetera Investment Advisers | 769,208 | $17.48M | 0.0% | -2.8% | 2.925% | |
| 8/21/2024 | Advisory Alpha LLC | 350,920 | $7.97M | 0.3% | +6.5% | 1.334% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 15,955 | $362K | 0.0% | -3.6% | 0.061% | |
| 8/16/2024 | NewEdge Advisors LLC | 55,435 | $1.26M | 0.0% | +4.0% | 0.211% | |
| 8/16/2024 | Straight Path Wealth Management | 16,358 | $372K | 0.2% | +15.5% | 0.062% | |
| 8/15/2024 | Delta Investment Management LLC | 297,060 | $6.75M | 1.5% | +160.8% | 1.130% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 180,555 | $4.10M | 0.0% | +23.0% | 0.687% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 84,122 | $1.91M | 0.7% | -2.5% | 0.320% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 32,994 | $750K | 0.0% | -6.6% | 0.125% | |
| 8/9/2024 | American Planning Services Inc. | 14,689 | $334K | 0.2% | +7.7% | 0.056% | |
| 8/9/2024 | Tennessee Valley Asset Management Partners | 11,962 | $272K | 0.1% | +21.1% | 0.045% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 653,884 | $14.86M | 0.0% | +2.1% | 2.486% | |
| 8/7/2024 | MGO One Seven LLC | 47,333 | $1.08M | 0.1% | +49.8% | 0.180% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 7,568 | $172K | 0.0% | -89.6% | 0.029% | |
| 8/6/2024 | Werba Rubin Papier Wealth Management | 111,403 | $2.53M | 0.7% | -42.8% | 0.424% | |
| 8/6/2024 | Koss Olinger Consulting LLC | 20,143 | $458K | 0.0% | N/A | 0.077% | |
| 8/6/2024 | Asset Dedication LLC | 500,177 | $11.36M | 0.8% | +0.2% | 1.902% | |
| 8/6/2024 | SFE Investment Counsel | 80,433 | $1.83M | 0.4% | -60.9% | 0.306% | |
| 8/5/2024 | Private Advisor Group LLC | 77,628 | $1.76M | 0.0% | -27.5% | 0.295% | |
| 8/5/2024 | Blue Barn Wealth LLC | 67,939 | $1.54M | 0.9% | -22.1% | 0.258% | |
| 8/2/2024 | Stablepoint Partners LLC | 36,002 | $815K | 0.1% | -1.5% | 0.137% | |
| 8/2/2024 | Larson Financial Group LLC | 9,895 | $225K | 0.0% | +60.4% | 0.038% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 26,236 | $596K | 0.0% | +4.0% | 0.100% | |
| 8/2/2024 | Founders Financial Securities LLC | 33,422 | $759K | 0.1% | +23.1% | 0.127% | |
| 7/31/2024 | Evexia Wealth LLC | 119,541 | $2.70M | 0.7% | +105.2% | 0.451% | |
| 7/31/2024 | Farther Finance Advisors LLC | 39,960 | $907K | 0.0% | -6.2% | 0.151% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 182,864 | $4.16M | 0.0% | -8.6% | 0.690% | |
| 7/30/2024 | WESPAC Advisors LLC | 15,509 | $352K | 0.3% | -48.5% | 0.059% | |
| 7/30/2024 | Key Financial Inc | 30,839 | $701K | 0.2% | +30.1% | 0.116% | |
| 7/29/2024 | IRON Financial LLC | 34,632 | $787K | 0.4% | -7.3% | 0.131% | |
| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 2,110 | $48K | 0.0% | -99.5% | 0.008% | |
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| 7/29/2024 | 4Thought Financial Group Inc. | 36,014 | $818K | 0.5% | +6.2% | 0.136% | |
| 7/26/2024 | Harbour Investments Inc. | 61,124 | $1.39M | 0.0% | -1.4% | 0.230% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 107,630 | $2.45M | 0.0% | -4.6% | 0.405% | |
| 7/26/2024 | Atomi Financial Group Inc. | 39,731 | $903K | 0.1% | N/A | 0.149% | |
| 7/25/2024 | Retirement Solution LLC | 44,852 | $1.02M | 0.3% | +1.4% | 0.169% | |
| 7/24/2024 | Sound Stewardship LLC | 47,911 | $1.09M | 0.7% | -1.7% | 0.180% | |
| 7/24/2024 | Unique Wealth Strategies LLC | 2,750 | $63K | 0.0% | N/A | 0.010% | |
| 7/23/2024 | Private Advisory Group LLC | 22,550 | $512K | 0.1% | +17.2% | 0.085% | |
| 7/22/2024 | Pacific Wealth Strategies Group Inc. | 68,728 | $1.56M | 1.3% | +4.0% | 0.258% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 40,508 | $920K | 0.0% | -14.2% | 0.152% | |
