| 11/18/2024 | Sunbelt Securities Inc. | 1,464 | $149K | 0.0% | N/A | 0.014% | |
| 11/15/2024 | High Falls Advisors Inc | 3,100 | $315K | 0.1% | +15.7% | 0.030% | |
| 11/15/2024 | Jane Street Group LLC | 4,329 | $439K | 0.0% | N/A | 0.042% | |
| 11/15/2024 | Stifel Financial Corp | 8,446 | $857K | 0.0% | +111.8% | 0.082% | |
| 11/15/2024 | HighTower Advisors LLC | 2,157 | $219K | 0.0% | N/A | 0.021% | |
| 11/14/2024 | Captrust Financial Advisors | 6,083 | $618K | 0.0% | -3.7% | 0.059% | |
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| 11/14/2024 | RPg Family Wealth Advisory LLC | 385 | $39K | 0.0% | -99.5% | 0.004% | |
| 11/14/2024 | CreativeOne Wealth LLC | 4,649 | $472K | 0.0% | +7.6% | 0.045% | |
| 11/13/2024 | FMR LLC | 341,156 | $34.63M | 0.0% | +15.4% | 3.312% | |
| 11/12/2024 | Nwam LLC | 3,095 | $314K | 0.0% | N/A | 0.030% | |
| 11/12/2024 | CFS Investment Advisory Services LLC | 17,704 | $1.80M | 0.2% | +1.9% | 0.172% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 95,440 | $9.69M | 0.1% | +12.2% | 0.927% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 43,796 | $4.45M | 0.1% | +3.4% | 0.425% | |
| 11/4/2024 | Bond & Devick Financial Network Inc. | 9,728 | $988K | 0.4% | N/A | 0.094% | |
| 11/4/2024 | Mayflower Financial Advisors LLC | 3,823 | $388K | 0.1% | +6.2% | 0.037% | |
| 10/31/2024 | Principal Financial Group Inc. | 99,958 | $10.15M | 0.0% | +16.0% | 0.905% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 14,916 | $1.51M | 0.3% | N/A | 0.135% | |
| 10/29/2024 | Farther Finance Advisors LLC | 16,275 | $1.65M | 0.1% | -1.6% | 0.147% | |
| 10/28/2024 | United Asset Strategies Inc. | 4,390 | $446K | 0.0% | -5.5% | 0.040% | |
| 10/28/2024 | US Bancorp DE | 2,100 | $213K | 0.0% | +104.3% | 0.019% | |
| 10/25/2024 | Better Money Decisions LLC | 3,180 | $323K | 0.2% | -19.8% | 0.029% | |
| 10/25/2024 | Strategic Blueprint LLC | 3,502 | $356K | 0.0% | -2.9% | 0.032% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 231,145 | $23.47M | 0.1% | +9.4% | 2.092% | |
| 10/24/2024 | PFG Investments LLC | 3,785 | $384K | 0.0% | +13.3% | 0.034% | |
| 10/23/2024 | Allworth Financial LP | 195,138 | $19.81M | 0.1% | +0.1% | 1.766% | |
| 10/22/2024 | Private Advisor Group LLC | 8,203 | $833K | 0.0% | +12.9% | 0.074% | |
| 10/22/2024 | My Legacy Advisors LLC | 10,460 | $1.06M | 0.4% | -25.3% | 0.095% | |
| 10/21/2024 | Sweeney & Michel LLC | 3,799 | $393K | 0.2% | +3.0% | 0.034% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 4,173 | $424K | 0.0% | +8.4% | 0.038% | |
| 10/17/2024 | Sax Wealth Advisors LLC | 28,766 | $2.92M | 0.3% | -0.8% | 0.260% | |
| 10/16/2024 | One Wealth Advisors LLC | 81,924 | $8.32M | 1.3% | -0.5% | 0.741% | |
| 10/15/2024 | SWS Partners | 3,172 | $322K | 0.1% | +6.7% | 0.029% | |
| 10/15/2024 | Zhang Financial LLC | 11,435 | $1.16M | 0.1% | N/A | 0.103% | |
| 10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 70,994 | $7.21M | 0.2% | -14.0% | 0.642% | |
| 10/11/2024 | Creative Planning | 213,495 | $21.67M | 0.0% | -0.3% | 1.932% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 3,896 | $396K | 0.1% | N/A | 0.035% | |
| 10/8/2024 | Brookstone Capital Management | 22,467 | $2.28M | 0.0% | +0.7% | 0.203% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 3,035 | $308K | 0.0% | N/A | 0.027% | |
| 10/8/2024 | Omega Financial Group LLC | 20,991 | $2.13M | 0.8% | -2.2% | 0.190% | |
| 10/8/2024 | Affinity Capital Advisors LLC | 7,138 | $725K | 0.1% | +66.9% | 0.065% | |
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| 10/8/2024 | Mather Group LLC. | 17,261 | $1.75M | 0.0% | -1.8% | 0.156% | |
| 10/7/2024 | Foster Group Inc. | 3,187 | $323K | 0.0% | +4.9% | 0.029% | |
| 10/3/2024 | Park Avenue Securities LLC | 8,254 | $838K | 0.0% | -1.3% | 0.078% | |
| 9/5/2024 | Sanctuary Advisors LLC | 105,445 | $9.60M | 0.1% | N/A | 0.990% | |
| 8/16/2024 | High Falls Advisors Inc | 2,680 | $261K | 0.1% | -42.3% | 0.025% | |
| 8/16/2024 | Regal Investment Advisors LLC | 3,120 | $304K | 0.0% | -4.2% | 0.029% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 20,804 | $2.03M | 0.0% | +13.2% | 0.195% | |
| 8/16/2024 | Silver Lake Advisory LLC | 7,189 | $700K | 0.1% | N/A | 0.068% | |
| 8/16/2024 | Creative Planning | 214,157 | $20.87M | 0.0% | -0.3% | 2.011% | |
| 8/16/2024 | Ascent Group LLC | 2,599 | $253K | 0.0% | N/A | 0.024% | |
| 8/16/2024 | Clarity Asset Management Inc. | 1,279 | $125K | 0.1% | N/A | 0.012% | |
| 8/15/2024 | Affinity Capital Advisors LLC | 4,277 | $417K | 0.1% | +12.2% | 0.040% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 739,624 | $71.79M | 0.2% | +11.2% | 6.945% | |
| 8/12/2024 | RPg Family Wealth Advisory LLC | 72,006 | $7.02M | 2.3% | -0.6% | 0.676% | |
| 8/10/2024 | Wealth Alliance | 5,970 | $582K | 0.1% | -21.4% | 0.056% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 672,387 | $65.51M | 0.0% | +12.8% | 6.313% | |
| 8/7/2024 | PFG Investments LLC | 3,341 | $326K | 0.0% | +8.4% | 0.031% | |
| 8/6/2024 | W Advisors LLC | 71,714 | $6.99M | 4.6% | -1.6% | 0.673% | |
| 8/6/2024 | Bluestem Financial Advisors LLC | 38,818 | $3.78M | 1.9% | -0.9% | 0.364% | |
| 8/5/2024 | Private Advisor Group LLC | 7,263 | $708K | 0.0% | -13.5% | 0.068% | |
| 8/3/2024 | Mayflower Financial Advisors LLC | 3,601 | $351K | 0.0% | -5.2% | 0.034% | |
| 8/2/2024 | Novare Capital Management LLC | 4,190 | $408K | 0.0% | N/A | 0.040% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 42,376 | $4.13M | 0.1% | -0.3% | 0.400% | |
| 7/31/2024 | Farther Finance Advisors LLC | 16,545 | $1.61M | 0.1% | +148.6% | 0.156% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 57,669 | $5.62M | 0.0% | +0.6% | 0.544% | |
| 7/31/2024 | Private Ocean LLC | 11,951 | $1.16M | 0.1% | -5.2% | 0.113% | |
| 7/30/2024 | Values Added Financial LLC | 12,360 | $1.20M | 0.9% | +16.5% | 0.117% | |
| 7/29/2024 | Principal Financial Group Inc. | 86,167 | $8.40M | 0.0% | -29.8% | 0.813% | |
| 7/27/2024 | HB Wealth Management LLC | 2,843 | $277K | 0.0% | N/A | 0.027% | |
| 7/25/2024 | SNS Financial Group LLC | 12,847 | $1.25M | 0.1% | +35.2% | 0.121% | |
| 7/24/2024 | My Legacy Advisors LLC | 13,999 | $1.36M | 0.4% | N/A | 0.132% | |
| 7/18/2024 | Brookstone Capital Management | 22,305 | $2.21M | 0.0% | -2.5% | 0.209% | |
| 7/18/2024 | Silver Lake Advisory LLC | 7,189 | $700K | 0.1% | N/A | 0.068% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 211,358 | $20.59M | 0.0% | -1.2% | 1.985% | |
| 7/16/2024 | Diversified Trust Co | 3,415 | $333K | 0.0% | -5.3% | 0.032% | |
| 7/16/2024 | Friedenthal Financial | 14,290 | $1.39M | 0.9% | -9.8% | 0.134% | |
| 7/12/2024 | Cypress Wealth Services LLC | 15,456 | $1.51M | 0.3% | -8.7% | 0.145% | |
| 7/12/2024 | Omega Financial Group LLC | 21,472 | $2.09M | 0.8% | +2.4% | 0.202% | |
| 7/12/2024 | True Link Financial Advisors LLC | 3,999 | $390K | 0.0% | -32.5% | 0.038% | |
| 7/12/2024 | Sax Wealth Advisors LLC | 28,997 | $2.83M | 0.3% | N/A | 0.272% | |
| 7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 82,592 | $8.05M | 0.2% | +11.7% | 0.776% | |
| 7/10/2024 | Sweeney & Michel LLC | 3,687 | $367K | 0.2% | +6.0% | 0.035% | |
| 7/10/2024 | CWM LLC | 273 | $27K | 0.0% | N/A | 0.003% | |
| 7/9/2024 | Fragasso Financial Advisors Inc | 3,814 | $372K | 0.0% | N/A | 0.036% | |
| 5/16/2024 | High Falls Advisors Inc | 4,643 | $436K | 0.1% | -3.5% | 0.038% | |
| 5/16/2024 | Sweeney & Michel LLC | 3,479 | $324K | 0.1% | N/A | 0.028% | |
| 5/14/2024 | CreativeOne Wealth LLC | 4,645 | $436K | 0.0% | -20.5% | 0.038% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 27,725 | $2.60M | 0.1% | +57.9% | 0.226% | |
| 5/4/2024 | Csenge Advisory Group | 10,980 | $1.03M | 0.1% | -1.4% | 0.090% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 73,938 | $6.94M | 0.2% | -11.5% | 0.604% | |
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| 5/2/2024 | Better Money Decisions LLC | 3,957 | $371K | 0.3% | N/A | 0.032% | |
| 5/1/2024 | Mission Wealth Management LP | 12,698 | $1.19M | 0.0% | N/A | 0.104% | |
| 4/30/2024 | Private Advisor Group LLC | 8,398 | $788K | 0.0% | -3.0% | 0.069% | |
| 4/30/2024 | SWS Partners | 3,274 | $307K | 0.1% | +7.3% | 0.027% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 3,799 | $357K | 0.0% | -22.8% | 0.031% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 57,327 | $5.38M | 0.0% | +11.7% | 0.468% | |
| 4/25/2024 | Allworth Financial LP | 191,218 | $17.95M | 0.1% | +4.7% | 1.561% | |
| 4/25/2024 | W Advisors LLC | 72,858 | $6.84M | 4.7% | -4.3% | 0.595% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 2,293 | $215K | 0.0% | -6.6% | 0.019% | |
| 4/23/2024 | Strategic Blueprint LLC | 3,607 | $339K | 0.0% | -22.8% | 0.029% | |
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