| 11/18/2024 | Sunbelt Securities Inc. | 7,689 | $412K | 0.0% | +49.4% | 0.014% | |
| 11/15/2024 | Continuum Advisory LLC | 2,499 | $131K | 0.0% | +45.6% | 0.004% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 15,860 | $849K | 0.0% | N/A | 0.028% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 174,040 | $9.32M | 0.8% | +37.9% | 0.307% | |
| 11/13/2024 | Private Trust Co. NA | 14,022 | $751K | 0.1% | +307.3% | 0.025% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 790 | $42K | 0.0% | -99.4% | 0.001% | |
|
| 11/8/2024 | Avior Wealth Management LLC | 683 | $37K | 0.0% | -26.5% | 0.001% | |
| 11/6/2024 | Mengis Capital Management Inc. | 26,770 | $1.43M | 0.3% | N/A | 0.047% | |
| 11/1/2024 | Lindbrook Capital LLC | 3,950 | $211K | 0.0% | +95.6% | 0.007% | |
| 10/29/2024 | Farther Finance Advisors LLC | 104,141 | $5.58M | 0.2% | +76.9% | 0.184% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 17,565 | $940K | 0.1% | +26.6% | 0.031% | |
| 10/25/2024 | Strategic Blueprint LLC | 127,623 | $6.83M | 0.4% | +22.6% | 0.225% | |
| 10/24/2024 | Bay Harbor Wealth Management LLC | 75,449 | $4.04M | 1.3% | +58.2% | 0.133% | |
| 10/24/2024 | Arkadios Wealth Advisors | 7,821 | $419K | 0.0% | -5.7% | 0.014% | |
| 10/21/2024 | Gilliland Jeter Wealth Management LLC | 1,375 | $74K | 0.0% | +68.7% | 0.002% | |
| 10/10/2024 | CVA Family Office LLC | 68,449 | $3.66M | 0.6% | +81.0% | 0.121% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 194,467 | $10.41M | 0.6% | -5.6% | 0.344% | |
| 10/10/2024 | HCR Wealth Advisors | 82,014 | $4.39M | 0.6% | N/A | 0.145% | |
| 10/10/2024 | Priebe Wealth Holdings LLC | 243,845 | $13.05M | 9.5% | +1.1% | 0.431% | |
| 10/10/2024 | Simplicity Wealth LLC | 48,864 | $2.62M | 0.2% | +43.8% | 0.086% | |
| 10/9/2024 | Castle Rock Wealth Management LLC | 45,163 | $2.39M | 0.6% | +2.4% | 0.080% | |
| 10/9/2024 | Quotient Wealth Partners LLC | 3,406,794 | $182.37M | 6.0% | +2.8% | 6.019% | |
| 10/9/2024 | Cypress Wealth Services LLC | 45,723 | $2.45M | 0.5% | +18.0% | 0.081% | |
| 10/9/2024 | Kelly Financial Services LLC | 212,300 | $11.36M | 4.2% | +37.9% | 0.375% | |
| 10/9/2024 | Hexagon Capital Partners LLC | 2,278 | $122K | 0.0% | +352.9% | 0.004% | |
| 10/8/2024 | CWM LLC | 2,050,024 | $109.74M | 0.5% | +13.9% | 3.622% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 88,634 | $4.75M | 0.4% | +51.7% | 0.157% | |
| 10/8/2024 | Hoxton Planning & Management LLC | 32,275 | $1.73M | 0.7% | +49.4% | 0.057% | |
| 10/8/2024 | Northwest Capital Management Inc | 24,294 | $1.30M | 0.5% | +3.8% | 0.043% | |
| 10/8/2024 | Brookstone Capital Management | 93,884 | $5.03M | 0.1% | +61.7% | 0.166% | |
| 10/8/2024 | Atomi Financial Group Inc. | 10,153 | $543K | 0.0% | +35.3% | 0.018% | |
| 10/8/2024 | Park Place Capital Corp | 829 | $44K | 0.0% | -43.7% | 0.001% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 5,191 | $278K | 0.0% | N/A | 0.009% | |
| 10/8/2024 | Mather Group LLC. | 4,655 | $249K | 0.0% | +54.7% | 0.008% | |
| 10/7/2024 | KWB Wealth | 27,748 | $1.45M | 0.2% | +22.1% | 0.049% | |
| 10/7/2024 | MKT Advisors LLC | 6,456 | $343K | 0.2% | +43.9% | 0.011% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 461,543 | $24.71M | 0.6% | N/A | 0.815% | |
| 10/7/2024 | Ehrlich Financial Group | 58,030 | $3.11M | 2.2% | +56.0% | 0.103% | |
| 10/5/2024 | Eclectic Associates Inc. ADV | 27,929 | $1.50M | 0.6% | +86.0% | 0.049% | |
| 10/4/2024 | Breakwater Capital Group | 144,216 | $7.72M | 1.6% | +55.6% | 0.255% | |
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| 10/3/2024 | Delta Financial Group Inc. | 27,009 | $1.45M | 0.5% | +203.4% | 0.048% | |
| 10/3/2024 | Park Avenue Securities LLC | 1,454,229 | $77.85M | 0.9% | +47.2% | 2.569% | |
| 10/3/2024 | Unique Wealth LLC | 52,623 | $2.82M | 0.6% | N/A | 0.093% | |
| 9/5/2024 | Sanctuary Advisors LLC | 519,395 | $26.92M | 0.2% | N/A | 0.918% | |
| 8/28/2024 | Kestra Investment Management LLC | 611,581 | $31.93M | 2.2% | N/A | 1.081% | |
| 8/22/2024 | Cetera Investment Advisers | 872,886 | $45.57M | 0.1% | -32.5% | 1.542% | |
| 8/22/2024 | LHM Inc. | 757,809 | $39.56M | 16.4% | +777.3% | 1.339% | |
| 8/21/2024 | Truist Financial Corp | 161,115 | $8.41M | 0.0% | +41.0% | 0.285% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 81,072 | $4.23M | 0.1% | +1,369.2% | 0.143% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 10,555 | $551K | 0.2% | +16.3% | 0.019% | |
| 8/16/2024 | High Falls Advisors Inc | 129,301 | $6.75M | 1.6% | +30.0% | 0.228% | |
| 8/16/2024 | Regal Investment Advisors LLC | 44,777 | $2.34M | 0.2% | +19.1% | 0.079% | |
| 8/16/2024 | Invst LLC | 106,487 | $5.53M | 0.6% | +19.1% | 0.188% | |
| 8/16/2024 | Sunbelt Securities Inc. | 5,147 | $269K | 0.0% | +757.8% | 0.009% | |
| 8/16/2024 | NewEdge Advisors LLC | 317,381 | $16.57M | 0.1% | +80.0% | 0.561% | |
| 8/16/2024 | Ascent Group LLC | 59,132 | $3.09M | 0.3% | +55.9% | 0.104% | |
| 8/15/2024 | Oliver Lagore Vanvalin Investment Group | 3,503 | $183K | 0.1% | -6.4% | 0.006% | |
| 8/15/2024 | Mcmorgan & Co. LLC | 258,374 | $13.49M | 2.1% | N/A | 0.456% | |
| 8/15/2024 | Drucker Wealth 3.0 LLC | 8,180 | $427K | 0.1% | N/A | 0.014% | |
| 8/14/2024 | Royal Capital Wealth Management LLC | 33,569 | $1.75M | 1.3% | +29.1% | 0.059% | |
| 8/14/2024 | CreativeOne Wealth LLC | 166,029 | $8.67M | 0.4% | -39.9% | 0.293% | |
| 8/14/2024 | Evergreen Capital Management LLC | 572,136 | $29.87M | 1.1% | +2.3% | 1.011% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 6,584 | $348K | 0.0% | +185.0% | 0.012% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 316,796 | $16.54M | 0.0% | +973.3% | 0.560% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 14,127 | $737K | 0.3% | +15.7% | 0.025% | |
| 8/13/2024 | AE Wealth Management LLC | 145,362 | $7.59M | 0.1% | -0.1% | 0.257% | |
| 8/12/2024 | LHM Inc. | 327,261 | $17.08M | 6.2% | +278.9% | 0.578% | |
| 8/12/2024 | Concorde Asset Management LLC | 5,340 | $279K | 0.2% | N/A | 0.009% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 33,089 | $1.73M | 0.1% | N/A | 0.058% | |
| 8/12/2024 | True Vision MN LLC | 37,977 | $1.98M | 1.3% | +5.7% | 0.067% | |
| 8/10/2024 | Wealth Alliance | 38,950 | $2.03M | 0.3% | +5.1% | 0.069% | |
| 8/9/2024 | WealthPLAN Partners LLC | 14,014 | $732K | 0.1% | +5.4% | 0.025% | |
| 8/9/2024 | SigFig Wealth Management LLC | 50,028 | $2.61M | 0.1% | +5.9% | 0.088% | |
| 8/9/2024 | Renaissance Technologies LLC | 226,775 | $11.84M | 0.0% | +1.0% | 0.401% | |
| 8/9/2024 | Financial Life Advisors | 56,604 | $2.96M | 1.2% | +444.6% | 0.100% | |
| 8/9/2024 | Tennessee Valley Asset Management Partners | 14,858 | $776K | 0.1% | +2.9% | 0.026% | |
| 8/9/2024 | Spectrum Wealth Counsel LLC | 37,328 | $1.95M | 0.2% | N/A | 0.066% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 44,547 | $2.33M | 0.1% | +671.4% | 0.079% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 14,607,725 | $762.52M | 0.3% | +7.5% | 25.809% | |
| 8/8/2024 | Parallel Advisors LLC | 24,596 | $1.28M | 0.0% | N/A | 0.043% | |
| 8/8/2024 | Client 1ST Advisory Group LLC | 9,241 | $482K | 0.2% | N/A | 0.016% | |
| 8/8/2024 | Zions Bancorporation N.A. | 1,510 | $79K | 0.0% | N/A | 0.003% | |
| 8/8/2024 | Scarborough Advisors LLC | 172,801 | $9.02M | 3.7% | -2.5% | 0.305% | |
| 8/8/2024 | Ullmann Wealth Partners Group LLC | 13,746 | $718K | 0.1% | +132.0% | 0.024% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 14,184 | $740K | 0.8% | N/A | 0.025% | |
| 8/8/2024 | LPL Financial LLC | 3,687,692 | $192.50M | 0.1% | +16.9% | 6.515% | |
| 8/7/2024 | Carson Advisory Inc. | 15,806 | $825K | 0.6% | +197.7% | 0.028% | |
| 8/7/2024 | Van Hulzen Asset Management LLC | 51,750 | $2.70M | 0.2% | N/A | 0.091% | |
| 8/7/2024 | Liberty Wealth Management LLC | 47,462 | $2.48M | 0.1% | +67.9% | 0.084% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 507 | $26K | 0.0% | N/A | 0.001% | |
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| 8/6/2024 | Ausdal Financial Partners Inc. | 8,939 | $467K | 0.0% | +32.4% | 0.016% | |
| 8/6/2024 | W Advisors LLC | 5,928 | $309K | 0.2% | N/A | 0.010% | |
| 8/6/2024 | Emory University | 299,363 | $15.63M | 10.1% | +1.3% | 0.529% | |
| 8/6/2024 | Mosley Wealth Management | 20,270 | $1.06M | 0.9% | N/A | 0.036% | |
| 8/5/2024 | Private Advisor Group LLC | 88,257 | $4.61M | 0.0% | -9.4% | 0.156% | |
| 8/5/2024 | LGT Financial Advisors LLC | 6,033 | $315K | 0.7% | +41.0% | 0.011% | |
| 8/3/2024 | Mayflower Financial Advisors LLC | 28,858 | $1.51M | 0.1% | +17.9% | 0.051% | |
| 8/2/2024 | FFG Retirement Advisors LLC | 52,242 | $2.73M | 1.9% | +108.2% | 0.092% | |
| 8/2/2024 | Gries Financial LLC | 65,693 | $3.43M | 0.7% | +28.3% | 0.116% | |
| 8/2/2024 | Certus Wealth Management LLC | 29,785 | $1.56M | 1.2% | +614.6% | 0.053% | |
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