| 11/27/2024 | Franklin Resources Inc. | 25,052 | $3.69M | 0.0% | -0.9% | 0.450% | |
| 11/18/2024 | Virtue Capital Management LLC | 72,468 | $10.66M | 2.1% | +17.4% | 1.301% | |
| 11/15/2024 | MidWestOne Financial Group Inc. | 5,970 | $878K | 0.1% | +52.8% | 0.107% | |
| 11/15/2024 | MML Investors Services LLC | 3,307 | $487K | 0.0% | +2.7% | 0.059% | |
| 11/15/2024 | Stifel Financial Corp | 8,280 | $1.22M | 0.0% | -9.8% | 0.149% | |
| 11/15/2024 | HighTower Advisors LLC | 21,532 | $3.17M | 0.0% | -4.2% | 0.387% | |
|
| 11/14/2024 | Kiely Wealth Advisory Group Inc. | 2,710 | $425K | 0.3% | -2.8% | 0.049% | |
| 11/14/2024 | TRUE Private Wealth Advisors | 2,010 | $296K | 0.0% | +11.7% | 0.036% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 80,124 | $11.79M | 0.0% | -1.1% | 1.438% | |
| 11/13/2024 | Freedom Investment Management Inc. | 5,525 | $813K | 0.1% | -8.3% | 0.099% | |
| 11/13/2024 | Private Trust Co. NA | 284 | $42K | 0.0% | +468.0% | 0.005% | |
| 11/8/2024 | Commerce Bank | 7,745 | $1.14M | 0.0% | -8.7% | 0.139% | |
| 11/8/2024 | Vance Wealth Inc. | 3,136 | $461K | 0.2% | +6.5% | 0.056% | |
| 11/7/2024 | Pathstone Holdings LLC | 157,302 | $23.15M | 0.1% | +2.9% | 2.824% | |
| 11/6/2024 | Vawter Financial Ltd. | 3,261 | $480K | 0.3% | -2.5% | 0.059% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 4,803 | $707K | 0.0% | +1.8% | 0.086% | |
| 11/5/2024 | Northwest Wealth Management LLC | 1,541 | $227K | 0.1% | N/A | 0.028% | |
| 11/4/2024 | 1900 Wealth Management LLC | 7,501 | $1.05M | 0.1% | +22.4% | 0.135% | |
| 10/31/2024 | Jmac Enterprises LLC | 23,786 | $3.50M | 0.6% | +2.6% | 0.427% | |
| 10/30/2024 | Red Cedar Investment Management LLC | 28,483 | $4.19M | 0.5% | +1.0% | 0.511% | |
| 10/29/2024 | Centennial Bank AR | 1,697 | $250K | 0.1% | N/A | 0.030% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 944 | $139K | 0.0% | +14.4% | 0.017% | |
| 10/24/2024 | IVC Wealth Advisors LLC | 8,680 | $1.28M | 0.7% | +4.5% | 0.156% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 5,283 | $777K | 0.0% | +16.3% | 0.095% | |
| 10/22/2024 | Private Advisor Group LLC | 6,568 | $966K | 0.0% | -28.5% | 0.118% | |
| 10/21/2024 | Rodgers & Associates LTD | 17,502 | $2.58M | 0.3% | -0.6% | 0.314% | |
| 10/21/2024 | Evernest Financial Advisors LLC | 1,400 | $206K | 0.1% | -17.6% | 0.025% | |
| 10/18/2024 | WestHill Financial Advisors Inc. | 54,106 | $7.96M | 1.8% | +1.3% | 0.971% | |
| 10/18/2024 | Raymond James & Associates | 15,775 | $2.32M | 0.0% | +0.6% | 0.283% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 2,246 | $331K | 0.0% | -11.4% | 0.040% | |
| 10/16/2024 | Gleason Group Inc. | 747 | $110K | 0.0% | +159.4% | 0.013% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 7,056 | $1.04M | 0.0% | -1.7% | 0.127% | |
| 8/22/2024 | Cetera Investment Advisers | 26,414 | $3.54M | 0.0% | +9.1% | 0.494% | |
| 8/21/2024 | Truist Financial Corp | 4,070 | $546K | 0.0% | -8.5% | 0.076% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,769 | $237K | 0.0% | +10.6% | 0.033% | |
| 8/16/2024 | MidWestOne Financial Group Inc. | 3,906 | $524K | 0.1% | +7.9% | 0.073% | |
| 8/14/2024 | Bank of Montreal Can | 4,246 | $590K | 0.0% | -11.8% | 0.079% | |
| 8/12/2024 | Carolinas Wealth Consulting LLC | 21,855 | $2.94M | 0.5% | -2.5% | 0.409% | |
| 8/10/2024 | Plancorp LLC | 4,633 | $621K | 0.0% | -43.8% | 0.087% | |
| 8/9/2024 | Wealth Dimensions Group Ltd. | 14,204 | $1.90M | 0.5% | -1.1% | 0.265% | |
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| 8/9/2024 | Tennessee Valley Asset Management Partners | 3,518 | $472K | 0.1% | N/A | 0.066% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 14,373 | $1.93M | 0.0% | +3.0% | 0.269% | |
| 8/6/2024 | Savant Capital LLC | 52,110 | $6.99M | 0.1% | -2.3% | 0.974% | |
| 8/5/2024 | Private Advisor Group LLC | 9,191 | $1.23M | 0.0% | -5.0% | 0.172% | |
| 8/5/2024 | Farmers & Merchants Investments Inc. | 746 | $100K | 0.0% | N/A | 0.014% | |
| 8/2/2024 | Vance Wealth Inc. | 2,944 | $395K | 0.2% | +4.7% | 0.055% | |
| 8/2/2024 | Vawter Financial Ltd. | 3,345 | $448K | 0.3% | -15.2% | 0.063% | |
| 8/2/2024 | Allegheny Financial Group LTD | 4,402 | $590K | 0.2% | +19.2% | 0.082% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 13,684 | $1.84M | 0.0% | +2.5% | 0.256% | |
| 7/26/2024 | 1900 Wealth Management LLC | 6,130 | $822K | 0.1% | -18.3% | 0.115% | |
| 7/26/2024 | Harbour Investments Inc. | 1,086 | $146K | 0.0% | -30.8% | 0.020% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 9,083 | $1.22M | 0.0% | +1.2% | 0.170% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,780 | $239K | 0.0% | +4.7% | 0.033% | |
| 7/26/2024 | Bailard Inc. | 1,522 | $204K | 0.0% | -43.9% | 0.028% | |
| 7/25/2024 | Institute for Wealth Management LLC. | 21,501 | $2.88M | 0.4% | +96.2% | 0.402% | |
| 7/25/2024 | Red Cedar Investment Management LLC | 28,202 | $3.78M | 0.5% | -25.0% | 0.527% | |
| 7/19/2024 | WestHill Financial Advisors Inc. | 53,417 | $7.16M | 1.7% | +0.3% | 0.998% | |
| 7/19/2024 | Raymond James & Associates | 15,687 | $2.10M | 0.0% | +1.1% | 0.293% | |
| 7/17/2024 | Phoenix Wealth Advisors | 16,975 | $2.28M | 1.1% | +6.1% | 0.317% | |
| 7/17/2024 | AdvisorNet Financial Inc | 16,877 | $2.26M | 0.2% | +17.5% | 0.315% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 4,563 | $612K | 0.0% | -13.9% | 0.085% | |
| 7/16/2024 | ORG Partners LLC | 1,114 | $148K | 0.0% | N/A | 0.021% | |
| 7/16/2024 | TRUE Private Wealth Advisors | 1,800 | $241K | 0.0% | +14.3% | 0.034% | |
| 7/16/2024 | IVC Wealth Advisors LLC | 8,310 | $1.11M | 0.6% | -4.6% | 0.155% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 4,543 | $609K | 0.0% | +44.3% | 0.085% | |
| 7/15/2024 | Fifth Third Securities Inc. | 10,794 | $1.45M | 0.1% | -5.3% | 0.202% | |
| 7/12/2024 | McLean Asset Management Corp | 4,453 | $598K | 0.2% | -9.2% | 0.083% | |
| 7/10/2024 | CWM LLC | 790 | $106K | 0.0% | N/A | 0.015% | |
| 5/24/2024 | Cetera Advisors LLC | 2,183 | $305K | 0.0% | N/A | 0.037% | |
| 5/24/2024 | Cetera Investment Advisers | 24,202 | $3.38M | 0.0% | N/A | 0.414% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 13,338 | $1.87M | 0.0% | -38.5% | 0.228% | |
| 5/9/2024 | SageView Advisory Group LLC | 9,473 | $1.33M | 0.1% | N/A | 0.162% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 2,026 | $283K | 0.0% | -7.5% | 0.035% | |
| 5/7/2024 | Allegheny Financial Group LTD | 3,693 | $516K | 0.2% | -27.7% | 0.063% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 4,423 | $618K | 0.0% | +2.2% | 0.076% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 5,298 | $741K | 0.0% | -62.5% | 0.091% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,572 | $639K | 0.0% | -11.7% | 0.078% | |
| 4/30/2024 | Perigon Wealth Management LLC | 1,783 | $249K | 0.0% | +12.4% | 0.030% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 13,347 | $1.87M | 0.0% | +25.9% | 0.228% | |
| 4/29/2024 | RWA Wealth Partners LLC | 38,037 | $5.32M | 0.1% | +0.8% | 0.650% | |
| 4/27/2024 | Phoenix Wealth Advisors | 15,998 | $2.24M | 1.4% | +13.4% | 0.273% | |
| 4/26/2024 | Crestone Asset Management LLC | 149,807 | $20.95M | 4.2% | +18.9% | 2.561% | |
| 4/25/2024 | WestHill Financial Advisors Inc. | 53,253 | $7.45M | 1.8% | +4.2% | 0.910% | |
| 4/24/2024 | 1900 Wealth Management LLC | 7,501 | $1.05M | 0.1% | -25.1% | 0.128% | |
| 4/19/2024 | IVC Wealth Advisors LLC | 8,713 | $1.22M | 0.7% | -3.2% | 0.149% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 56,181 | $7.86M | 0.1% | +0.8% | 0.960% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 7,195 | $1.01M | 0.0% | -18.4% | 0.123% | |
| 4/18/2024 | Fifth Third Securities Inc. | 11,395 | $1.59M | 0.2% | -0.9% | 0.195% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 2,900 | $406K | 0.0% | +4.1% | 0.050% | |
| 4/12/2024 | AdvisorNet Financial Inc | 14,359 | $2.01M | 0.2% | +15.8% | 0.245% | |
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| 4/10/2024 | McLean Asset Management Corp | 4,905 | $676K | 0.2% | +5.6% | 0.084% | |
| 4/2/2024 | LBJ Family Wealth Advisors Ltd. | 10,721 | $1.50M | 1.0% | +1.8% | 0.178% | |
| 2/15/2024 | Bragg Financial Advisors Inc | 89,284 | $12.19M | 0.6% | -1.8% | 1.481% | |
| 2/13/2024 | Vawter Financial Ltd. | 3,945 | $539K | 0.4% | +2.5% | 0.065% | |
| 2/13/2024 | Carolinas Wealth Consulting LLC | 21,717 | $2.97M | 0.5% | +4.9% | 0.360% | |
| 2/12/2024 | Roundview Capital LLC | 6,179 | $844K | 0.1% | -39.3% | 0.102% | |
| 2/9/2024 | Advisory Services Network LLC | 4,137 | $565K | 0.0% | N/A | 0.069% | |
| 2/9/2024 | Commerce Bank | 10,360 | $1.42M | 0.0% | -67.7% | 0.172% | |
| 2/9/2024 | Wealth Dimensions Group Ltd. | 14,497 | $1.98M | 0.6% | -5.6% | 0.240% | |
| 2/9/2024 | Corient Private Wealth LLC | 7,430 | $1.02M | 0.0% | -15.3% | 0.123% | |
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