| 9/5/2024 | Sanctuary Advisors LLC | 119,195 | $2.62M | 0.0% | N/A | 0.122% | |
| 8/28/2024 | Kestra Investment Management LLC | 327,438 | $7.28M | 0.5% | N/A | 0.335% | |
| 8/28/2024 | Souders Financial Advisors | 2,154,456 | $47.87M | 7.2% | +2.6% | 2.203% | |
| 8/22/2024 | Cetera Investment Advisers | 3,285,723 | $73.01M | 0.2% | +28.8% | 3.360% | |
| 8/21/2024 | Advisory Alpha LLC | 71,921 | $1.60M | 0.1% | -60.3% | 0.074% | |
| 8/21/2024 | Truist Financial Corp | 88,804 | $1.97M | 0.0% | -27.2% | 0.091% | |
|
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 19,785 | $440K | 0.0% | N/A | 0.020% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,920,398 | $42.67M | 0.0% | +14.5% | 1.964% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 2,850 | $63K | 0.0% | N/A | 0.003% | |
| 8/16/2024 | Rockport Wealth LLC | 14,224 | $316K | 0.1% | +25.2% | 0.015% | |
| 8/15/2024 | Daymark Wealth Partners LLC | 15,997 | $355K | 0.0% | +11.2% | 0.016% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 120,018 | $2.72M | 0.2% | +78.3% | 0.123% | |
| 8/14/2024 | Bridgewealth Advisory Group LLC | 257,284 | $5.72M | 2.5% | +55.6% | 0.263% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 105,867 | $2.35M | 0.0% | +25.2% | 0.108% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 183,601 | $4.08M | 0.1% | +26.6% | 0.188% | |
| 8/12/2024 | Carolinas Wealth Consulting LLC | 26,179 | $584K | 0.1% | +3.2% | 0.027% | |
| 8/9/2024 | Renaissance Technologies LLC | 54,304 | $1.21M | 0.0% | N/A | 0.056% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 1,601 | $36K | 0.0% | +160,000.0% | 0.002% | |
| 8/8/2024 | Inspire Advisors LLC | 125,855 | $2.80M | 0.4% | +6.4% | 0.129% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 3,210,622 | $71.34M | 0.0% | +44.0% | 3.283% | |
| 8/8/2024 | Condor Capital Management | 640,721 | $14.24M | 1.4% | +8.5% | 0.655% | |
| 8/8/2024 | Kuhn & Co Investment Counsel | 13,915 | $309K | 0.3% | +9.6% | 0.014% | |
| 8/8/2024 | Oppenheimer & Co. Inc. | 74,602 | $1.66M | 0.0% | +35.5% | 0.076% | |
| 8/8/2024 | LPL Financial LLC | 3,240,421 | $72.00M | 0.0% | +22.3% | 3.313% | |
| 8/7/2024 | Studio Investment Management LLC | 132,500 | $2.94M | 0.7% | +17.9% | 0.135% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 123,992 | $2.76M | 0.2% | +90.1% | 0.127% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 24,199 | $538K | 0.1% | N/A | 0.025% | |
| 8/6/2024 | tru Independence LLC | 12,938 | $287K | 0.1% | -13.0% | 0.013% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 23,927 | $532K | 0.0% | N/A | 0.024% | |
| 8/5/2024 | Private Advisor Group LLC | 181,722 | $4.04M | 0.0% | +15.3% | 0.186% | |
| 8/1/2024 | Affiance Financial LLC | 109,389 | $2.43M | 0.6% | +7.5% | 0.112% | |
| 8/1/2024 | D.A. Davidson & CO. | 480,293 | $10.67M | 0.1% | +7.2% | 0.491% | |
| 8/1/2024 | Clearview Wealth Advisors LLC | 445,429 | $9.90M | 8.6% | N/A | 0.455% | |
| 8/1/2024 | Valmark Advisers Inc. | 70,406 | $1.56M | 0.0% | +48.0% | 0.072% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 3,350 | $74K | 0.0% | -98.5% | 0.003% | |
| 7/31/2024 | CWS Financial Advisors LLC | 19,762 | $439K | 0.2% | +30.0% | 0.020% | |
| 7/31/2024 | Asset Allocation Strategies LLC | 15,387 | $342K | 0.1% | N/A | 0.016% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 685,825 | $15.24M | 1.2% | +14.1% | 0.701% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 1,889,658 | $41.99M | 0.1% | +14.4% | 1.932% | |
| 7/31/2024 | IFG Advisory LLC | 22,104 | $491K | 0.0% | +23.2% | 0.023% | |
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| 7/31/2024 | Concurrent Investment Advisors LLC | 307,719 | $6.84M | 0.2% | +58.3% | 0.315% | |
| 7/31/2024 | Rothschild Investment LLC | 27,790 | $617K | 0.0% | N/A | 0.028% | |
| 7/31/2024 | Acima Private Wealth LLC | 129,053 | $2.87M | 1.1% | +1.4% | 0.132% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 68,127 | $1.51M | 0.2% | +42.5% | 0.070% | |
| 7/30/2024 | New England Capital Financial Advisors LLC | 383,363 | $8.52M | 4.8% | +3.3% | 0.392% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 67,809 | $1.51M | 0.1% | -3.1% | 0.069% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 53,546 | $1.19M | 0.0% | +1.1% | 0.055% | |
| 7/29/2024 | Arkadios Wealth Advisors | 12,006 | $267K | 0.0% | N/A | 0.012% | |
| 7/26/2024 | Breakwater Capital Group | 14,094 | $313K | 0.1% | +7.8% | 0.014% | |
| 7/26/2024 | Harbour Investments Inc. | 1,178,975 | $26.20M | 0.9% | +17.5% | 1.205% | |
| 7/26/2024 | NavPoint Financial Inc. | 220,072 | $4.89M | 4.2% | +57.0% | 0.225% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 1,017,726 | $22.61M | 0.1% | +2.7% | 1.041% | |
| 7/25/2024 | Tempus Wealth Planning LLC | 22,865 | $508K | 0.2% | +77.1% | 0.023% | |
| 7/24/2024 | TrueWealth Advisors LLC | 34,239 | $761K | 0.3% | +64.3% | 0.035% | |
| 7/24/2024 | Premier Path Wealth Partners LLC | 48,604 | $1.08M | 0.2% | N/A | 0.050% | |
| 7/24/2024 | &PARTNERS | 51,820 | $1.15M | 0.1% | +357.6% | 0.053% | |
| 7/23/2024 | Alpha Financial Advisors LLC | 20,102 | $447K | 0.2% | +49.8% | 0.021% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 63,232 | $1.41M | 0.1% | -8.1% | 0.065% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 122,680 | $2.73M | 0.0% | -22.8% | 0.125% | |
| 7/22/2024 | Investment Planning Advisors Inc. | 568,531 | $12.63M | 6.4% | N/A | 0.581% | |
| 7/22/2024 | LongView Wealth Management | 60,592 | $1.35M | 0.5% | +0.8% | 0.062% | |
| 7/20/2024 | Continuum Advisory LLC | 79,046 | $1.76M | 0.3% | +10.9% | 0.081% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,268,669 | $28.19M | 0.0% | +29.6% | 1.297% | |
| 7/19/2024 | Johnson Bixby & Associates LLC | 3,676,402 | $81.69M | 13.7% | +10.6% | 3.759% | |
| 7/19/2024 | Western Wealth Management LLC | 58,496 | $1.30M | 0.1% | +94.0% | 0.060% | |
| 7/19/2024 | Financial Partners Group Inc | 30,532 | $678K | 0.1% | +41.6% | 0.031% | |
| 7/19/2024 | Raymond James & Associates | 1,512,729 | $33.61M | 0.0% | +49.2% | 1.547% | |
| 7/19/2024 | McGlone Suttner Wealth Management Inc. | 1,044,766 | $23.71M | 6.6% | -2.4% | 1.068% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 22,197 | $493K | 0.2% | -2.5% | 0.023% | |
| 7/17/2024 | Midwest Heritage Bank FSB | 716,640 | $15.92M | 8.0% | +14.7% | 0.733% | |
| 7/17/2024 | FinDec Wealth Services Inc. | 814,396 | $18.10M | 11.4% | +21.5% | 0.833% | |
| 7/17/2024 | AdvisorNet Financial Inc | 41,414 | $920K | 0.1% | +18.1% | 0.042% | |
| 7/16/2024 | Cornerstone Wealth Management LLC | 109,404 | $2.43M | 0.2% | -2.6% | 0.112% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 15,612 | $347K | 0.0% | N/A | 0.016% | |
| 7/16/2024 | Fortress Wealth Management Inc. | 437,582 | $9.72M | 5.0% | -0.3% | 0.447% | |
| 7/16/2024 | Lodestone Wealth Management LLC | 149,570 | $3.32M | 1.8% | +0.4% | 0.153% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 484,962 | $10.78M | 0.0% | +10.1% | 0.496% | |
| 7/16/2024 | AA Financial Advisors LLC | 440,776 | $9.79M | 3.5% | +19.5% | 0.451% | |
| 7/16/2024 | Intergy Private Wealth LLC | 36,401 | $809K | 0.3% | +50.0% | 0.037% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 73,616 | $1.64M | 0.1% | N/A | 0.075% | |
| 7/15/2024 | Delta Financial Group Inc. | 10,073 | $224K | 0.1% | N/A | 0.010% | |
| 7/15/2024 | RFG Advisory LLC | 27,144 | $603K | 0.0% | +12.7% | 0.028% | |
| 7/13/2024 | IAM Advisory LLC | 1,062,675 | $23.61M | 6.4% | +2.5% | 1.087% | |
| 7/12/2024 | Capital Planning LLC | 91,551 | $2.03M | 0.6% | +2.2% | 0.094% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 14,840 | $330K | 0.0% | N/A | 0.015% | |
| 7/11/2024 | WBH Advisory Inc. | 220,726 | $4.91M | 0.5% | +36.2% | 0.226% | |
| 7/10/2024 | Simplicity Wealth LLC | 29,803 | $662K | 0.0% | -9.9% | 0.030% | |
| 7/10/2024 | Bernardo Wealth Planning LLC | 955,738 | $21.24M | 5.7% | +21.0% | 0.977% | |
| 7/9/2024 | Olistico Wealth LLC | 1,931 | $43K | 0.0% | N/A | 0.002% | |
| 7/9/2024 | ZRC Wealth Management LLC | 8,222 | $183K | 0.1% | -18.5% | 0.008% | |
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| 7/8/2024 | ST Germain D J Co. Inc. | 769,365 | $17.10M | 0.8% | +12.6% | 0.787% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 67,320 | $1.47M | 0.1% | +191.9% | 0.069% | |
| 5/24/2024 | Cetera Advisors LLC | 1,609,635 | $36.15M | 0.3% | +10.9% | 1.646% | |
| 5/24/2024 | Cetera Investment Advisers | 2,551,928 | $57.32M | 0.1% | +895.0% | 2.609% | |
| 5/21/2024 | Atria Investments Inc | 44,988 | $1.01M | 0.0% | -49.6% | 0.046% | |
| 5/17/2024 | National Wealth Management Group LLC | 10,856 | $244K | 0.2% | +19.7% | 0.011% | |
| 5/17/2024 | Comerica Bank | 52,365 | $1.18M | 0.0% | +9.1% | 0.054% | |
| 5/16/2024 | Jane Street Group LLC | 698,253 | $15.68M | 0.0% | -42.9% | 0.714% | |
| 5/14/2024 | Capital International Investors | 4,365,332 | $98.05M | 0.0% | +141.2% | 4.464% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 79,208 | $1.78M | 0.0% | -65.3% | 0.081% | |
