| 11/25/2024 | Sanctuary Advisors LLC | 2,446 | $303K | 0.0% | -7.7% | 0.023% | |
| 11/15/2024 | MML Investors Services LLC | 10,150 | $1.16M | 0.0% | +5.4% | 0.096% | |
| 11/15/2024 | Dunhill Financial LLC | 1,005 | $115K | 0.1% | N/A | 0.009% | |
| 11/15/2024 | National Bank of Canada FI | 4,660 | $534K | 0.0% | +9.8% | 0.044% | |
| 11/15/2024 | EP Wealth Advisors LLC | 6,001 | $687K | 0.0% | N/A | 0.057% | |
| 11/15/2024 | Jane Street Group LLC | 3,769 | $432K | 0.0% | N/A | 0.036% | |
|
| 11/15/2024 | Kovitz Investment Group Partners LLC | 14,209 | $1.60M | 0.0% | +1.0% | 0.134% | |
| 11/15/2024 | Stifel Financial Corp | 18,502 | $2.12M | 0.0% | -2.5% | 0.175% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 3,227 | $370K | 0.0% | -2.8% | 0.030% | |
| 11/13/2024 | FMR LLC | 40,287 | $4.61M | 0.0% | +2.3% | 0.380% | |
| 11/13/2024 | D.A. Davidson & CO. | 4,426 | $507K | 0.0% | +14.3% | 0.042% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 48,351 | $5.54M | 0.8% | -1.5% | 0.456% | |
| 11/12/2024 | Lane & Associates LLC | 5,360 | $614K | 0.3% | -9.6% | 0.051% | |
| 11/7/2024 | MAI Capital Management | 5,590 | $640K | 0.0% | -4.5% | 0.053% | |
| 11/6/2024 | Valley Wealth Managers Inc. | 785 | $90K | 0.0% | N/A | 0.007% | |
| 11/6/2024 | Archer Investment Corp | 3,312 | $379K | 0.1% | -8.1% | 0.031% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 37,160 | $4.26M | 0.1% | -0.8% | 0.351% | |
| 11/5/2024 | Apollon Financial LLC | 1,808 | $207K | 0.1% | -8.9% | 0.017% | |
| 11/4/2024 | Tyler Stone Wealth Management | 2,705 | $310K | 0.1% | +100.2% | 0.026% | |
| 11/4/2024 | Legacy Capital Wealth Partners LLC | 100,315 | $10.96M | 1.8% | +27.4% | 0.946% | |
| 10/31/2024 | Smart Portfolios LLC | 19,428 | $2.23M | 2.3% | -11.9% | 0.185% | |
| 10/29/2024 | Farther Finance Advisors LLC | 741 | $85K | 0.0% | -11.2% | 0.007% | |
| 10/28/2024 | Pacific Wealth Strategies Group Inc. | 114,159 | $13.07M | 9.7% | +8.6% | 1.089% | |
| 10/28/2024 | US Bancorp DE | 2,786 | $319K | 0.0% | +23.7% | 0.027% | |
| 10/25/2024 | Lodestar Private Asset Management LLC | 1,914 | $219K | 0.0% | N/A | 0.018% | |
| 10/24/2024 | Park Edge Advisors LLC | 26,431 | $3.03M | 0.9% | +26.9% | 0.252% | |
| 10/24/2024 | GHP Investment Advisors Inc. | 27,852 | $3.19M | 0.1% | -1.4% | 0.266% | |
| 10/23/2024 | Hudock Inc. | 2,474 | $283K | 0.0% | -23.5% | 0.024% | |
| 10/22/2024 | Private Advisor Group LLC | 28,916 | $3.31M | 0.0% | +2.9% | 0.276% | |
| 10/22/2024 | Tempus Wealth Planning LLC | 10,306 | $1.18M | 0.4% | +1.8% | 0.098% | |
| 10/21/2024 | Calton & Associates Inc. | 6,671 | $764K | 0.3% | -7.2% | 0.064% | |
| 10/18/2024 | Key Client Fiduciary Advisors LLC | 1,832 | $210K | 0.1% | N/A | 0.017% | |
| 10/18/2024 | Raymond James & Associates | 77,038 | $8.82M | 0.0% | -1.9% | 0.735% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 10,532 | $1.21M | 0.1% | -4.5% | 0.100% | |
| 10/16/2024 | Tsfg LLC | 10,501 | $1.20M | 0.3% | -2.3% | 0.100% | |
| 10/16/2024 | Sentry LLC | 1,825 | $209K | 0.0% | -22.0% | 0.017% | |
| 10/10/2024 | JBR Co Financial Management Inc | 5,258 | $602K | 0.4% | -5.6% | 0.050% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 59,934 | $6.86M | 0.6% | +10.4% | 0.572% | |
| 10/10/2024 | Carnegie Investment Counsel | 14,635 | $1.68M | 0.0% | +5.6% | 0.140% | |
| 10/10/2024 | Lion Street Advisors LLC | 1,761 | $202K | 0.1% | N/A | 0.017% | |
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| 10/10/2024 | Mendota Financial Group LLC | 512 | $59K | 0.0% | N/A | 0.005% | |
| 10/8/2024 | CWM LLC | 4,648 | $532K | 0.0% | -12.9% | 0.044% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 1,768 | $203K | 0.0% | N/A | 0.017% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 7,343 | $841K | 0.2% | +48.0% | 0.070% | |
| 9/5/2024 | Sanctuary Advisors LLC | 2,650 | $273K | 0.0% | N/A | 0.025% | |
| 8/22/2024 | Cetera Investment Advisers | 27,412 | $2.85M | 0.0% | +1.1% | 0.261% | |
| 8/21/2024 | Truist Financial Corp | 77,939 | $8.10M | 0.0% | -6.3% | 0.742% | |
| 8/16/2024 | NewEdge Advisors LLC | 8,850 | $920K | 0.0% | -2.0% | 0.084% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 38,760 | $4.03M | 0.0% | +10.3% | 0.369% | |
| 8/16/2024 | Creative Planning | 10,935 | $1.14M | 0.0% | +11.9% | 0.104% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 37,468 | $3.89M | 0.1% | -2.6% | 0.357% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 70,908 | $7.37M | 0.0% | -5.4% | 0.675% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 19,706 | $2.05M | 0.1% | +50.8% | 0.188% | |
| 8/8/2024 | GHP Investment Advisors Inc. | 28,244 | $2.94M | 0.1% | -3.2% | 0.269% | |
| 8/8/2024 | LPL Financial LLC | 391,256 | $40.65M | 0.0% | -0.3% | 3.726% | |
| 8/7/2024 | Lane & Associates LLC | 5,928 | $616K | 0.4% | -38.6% | 0.056% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 49,082 | $5.10M | 0.7% | -1.3% | 0.467% | |
| 8/5/2024 | Private Advisor Group LLC | 28,096 | $2.92M | 0.0% | +4.9% | 0.268% | |
| 8/3/2024 | Hudock Inc. | 3,236 | $336K | 0.1% | N/A | 0.031% | |
| 8/2/2024 | Larson Financial Group LLC | 300 | $31K | 0.0% | N/A | 0.003% | |
| 8/2/2024 | Legacy Capital Wealth Partners LLC | 78,768 | $8.18M | 2.1% | N/A | 0.750% | |
| 8/1/2024 | TIAA Trust National Association | 2,490 | $259K | 0.0% | N/A | 0.024% | |
| 7/31/2024 | Essex Financial Services Inc. | 16,007 | $1.66M | 0.1% | +4.8% | 0.152% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 58,909 | $6.12M | 0.0% | -0.4% | 0.561% | |
| 7/31/2024 | IFG Advisory LLC | 12,663 | $1.32M | 0.1% | -3.8% | 0.120% | |
| 7/30/2024 | Curtis Advisory Group LLC | 71,035 | $7.38M | 2.6% | -14.1% | 0.676% | |
| 7/29/2024 | Financial Advocates Investment Management | 3,999 | $416K | 0.0% | -46.6% | 0.038% | |
| 7/26/2024 | Breakwater Capital Group | 15,271 | $1.59M | 0.4% | +8.4% | 0.145% | |
| 7/26/2024 | Park Edge Advisors LLC | 20,836 | $2.17M | 0.7% | +2.3% | 0.198% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,822 | $4.45M | 0.0% | +1.7% | 0.407% | |
| 7/26/2024 | Salomon & Ludwin LLC | 1,169 | $121K | 0.0% | -46.0% | 0.011% | |
| 7/25/2024 | Tempus Wealth Planning LLC | 10,128 | $1.05M | 0.4% | +4.2% | 0.096% | |
| 7/24/2024 | &PARTNERS | 7,485 | $778K | 0.0% | +25.0% | 0.071% | |
| 7/23/2024 | H&H Retirement Design & Management INC | 11,350 | $1.21M | 0.7% | +1.7% | 0.108% | |
| 7/22/2024 | Pacific Wealth Strategies Group Inc. | 105,113 | $10.92M | 9.0% | +0.7% | 1.000% | |
| 7/22/2024 | Carnegie Investment Counsel | 13,860 | $1.44M | 0.0% | +13.5% | 0.132% | |
| 7/22/2024 | Ergawealth Advisors Inc. | 3,287 | $342K | 0.2% | +13.5% | 0.031% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 171,062 | $17.77M | 0.0% | -5.2% | 1.628% | |
| 7/19/2024 | Pacific Sun Financial Corp | 15,020 | $1.56M | 0.9% | -2.5% | 0.143% | |
| 7/19/2024 | Raymond James & Associates | 78,539 | $8.16M | 0.0% | +37.6% | 0.747% | |
| 7/19/2024 | Calton & Associates Inc. | 7,190 | $747K | 0.4% | -6.0% | 0.068% | |
| 7/16/2024 | Cornerstone Wealth Management LLC | 11,024 | $1.15M | 0.1% | +17.3% | 0.105% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 42,183 | $4.38M | 0.0% | -1.7% | 0.402% | |
| 7/16/2024 | NorthCrest Asset Manangement LLC | 3,299 | $343K | 0.0% | -4.1% | 0.031% | |
| 7/16/2024 | JBR Co Financial Management Inc | 5,570 | $579K | 0.4% | +25.8% | 0.053% | |
| 7/16/2024 | Roman Butler Fullerton & Co. | 9,177 | $946K | 0.3% | -1.9% | 0.087% | |
| 7/11/2024 | WBH Advisory Inc. | 3,409 | $354K | 0.0% | -4.9% | 0.032% | |
| 5/24/2024 | Cetera Advisors LLC | 14,477 | $1.57M | 0.0% | +136.6% | 0.137% | |
| 5/24/2024 | Cetera Investment Advisers | 27,110 | $2.93M | 0.0% | +205.6% | 0.256% | |
| 5/22/2024 | BigSur Wealth Management LLC | 4,900 | $530K | 0.2% | N/A | 0.046% | |
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| 5/17/2024 | Coppell Advisory Solutions Corp. | 1,877 | $203K | 0.0% | N/A | 0.018% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 71,926 | $7.79M | 0.2% | N/A | 0.680% | |
| 5/16/2024 | Waverly Advisors LLC | 14,182 | $1.54M | 0.0% | N/A | 0.134% | |
| 5/9/2024 | JBR Co Financial Management Inc | 4,427 | $479K | 0.4% | N/A | 0.042% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 37,776 | $4.09M | 0.4% | N/A | 0.357% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,297 | $573K | 0.0% | +10.6% | 0.050% | |
| 5/8/2024 | Russell Investments Group Ltd. | 300 | $32K | 0.0% | N/A | 0.003% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 13,070 | $1.41M | 0.1% | -14.9% | 0.124% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,300 | $141K | 0.0% | -10.3% | 0.012% | |
| 5/2/2024 | Salomon & Ludwin LLC | 2,163 | $234K | 0.0% | -37.7% | 0.020% | |
