| 11/18/2024 | Arete Wealth Advisors LLC | 19,529 | $548K | 0.0% | -10.7% | 0.056% | |
| 11/18/2024 | Empire Financial Management Company LLC | 199,589 | $5.61M | 1.7% | +1.6% | 0.571% | |
| 11/15/2024 | MML Investors Services LLC | 202,782 | $5.70M | 0.0% | +118.5% | 0.581% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 20,691 | $582K | 0.0% | -5.1% | 0.059% | |
| 11/15/2024 | National Bank of Canada FI | 34,236 | $963K | 0.0% | -2.2% | 0.098% | |
| 11/15/2024 | Stansberry Asset Management LLC | 134,675 | $3.79M | 0.5% | -5.7% | 0.386% | |
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| 11/15/2024 | Stifel Financial Corp | 34,056 | $958K | 0.0% | +12.1% | 0.097% | |
| 11/15/2024 | Pinnacle Family Advisors LLC | 13,972 | $393K | 0.2% | +15.3% | 0.040% | |
| 11/15/2024 | HighTower Advisors LLC | 122,787 | $3.46M | 0.0% | +22.5% | 0.352% | |
| 11/15/2024 | Hilltop Holdings Inc. | 96,464 | $2.71M | 0.2% | N/A | 0.276% | |
| 11/14/2024 | Captrust Financial Advisors | 97,199 | $2.73M | 0.0% | +8.0% | 0.278% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 79,508 | $2.24M | 0.0% | +5.4% | 0.228% | |
| 11/13/2024 | Avestar Capital LLC | 175,631 | $4.94M | 0.5% | -4.0% | 0.503% | |
| 11/13/2024 | Harvest Fund Management Co. Ltd | 1,053 | $30K | 0.0% | -89.9% | 0.003% | |
| 11/12/2024 | Optivise Advisory Services LLC | 79,434 | $2.23M | 1.2% | N/A | 0.227% | |
| 11/12/2024 | Leelyn Smith LLC | 226,396 | $6.37M | 1.1% | +5.7% | 0.648% | |
| 11/12/2024 | Nwam LLC | 27,416 | $771K | 0.0% | N/A | 0.078% | |
| 11/12/2024 | Meridian Wealth Management LLC | 28,910 | $813K | 0.0% | -8.8% | 0.083% | |
| 11/8/2024 | Moors & Cabot Inc. | 7,500 | $211K | 0.0% | N/A | 0.021% | |
| 11/8/2024 | FWG Holdings LLC | 256,002 | $6.99M | 3.5% | -0.3% | 0.733% | |
| 11/7/2024 | MAI Capital Management | 44,795 | $1.26M | 0.0% | +9.6% | 0.128% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 22,701 | $639K | 0.0% | -7.3% | 0.065% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 634,210 | $17.84M | 0.2% | +46.4% | 1.816% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 17,326 | $487K | 0.0% | +23.2% | 0.050% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 22,163 | $623K | 0.3% | N/A | 0.063% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 7,638 | $215K | 0.0% | -39.4% | 0.022% | |
| 11/2/2024 | Summit Wealth & Retirement Planning Inc. | 664,714 | $18.70M | 6.0% | +3.3% | 1.903% | |
| 11/1/2024 | Atria Investments Inc | 11,911 | $335K | 0.0% | +6.3% | 0.034% | |
| 11/1/2024 | Burt Wealth Advisors | 25,601 | $720K | 0.2% | N/A | 0.073% | |
| 10/31/2024 | Advisor Resource Council | 23,492 | $661K | 0.3% | N/A | 0.067% | |
| 10/31/2024 | Smart Portfolios LLC | 9,579 | $269K | 0.3% | N/A | 0.027% | |
| 10/29/2024 | Retirement Financial Solutions LLC | 25,049 | $705K | 0.3% | +2.4% | 0.072% | |
| 10/29/2024 | Farther Finance Advisors LLC | 38,098 | $1.07M | 0.0% | +4.0% | 0.109% | |
| 10/28/2024 | US Bancorp DE | 1,039 | $29K | 0.0% | N/A | 0.003% | |
| 10/28/2024 | Austin Wealth Management LLC | 319,838 | $8.92M | 2.0% | +29.4% | 0.916% | |
| 10/25/2024 | Trajan Wealth LLC | 37,937 | $1.07M | 0.1% | -15.7% | 0.109% | |
| 10/25/2024 | Valmark Advisers Inc. | 556,877 | $15.67M | 0.2% | -7.2% | 1.594% | |
| 10/25/2024 | Strategic Blueprint LLC | 21,223 | $597K | 0.0% | +2.3% | 0.061% | |
| 10/25/2024 | Integrated Advisors Network LLC | 14,530 | $409K | 0.0% | -76.8% | 0.042% | |
| 10/24/2024 | Family Investment Center Inc. | 440,137 | $12.38M | 3.1% | -22.1% | 1.260% | |
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| 10/24/2024 | Goldstein Advisors LLC | 1,037,861 | $29.20M | 4.4% | +3.2% | 2.971% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 34,660 | $975K | 0.0% | -5.6% | 0.099% | |
| 10/23/2024 | Canal Capital Management LLC | 91,806 | $2.58M | 0.4% | +31.5% | 0.263% | |
| 10/23/2024 | West Michigan Advisors LLC | 28,431 | $800K | 0.2% | +2.5% | 0.081% | |
| 10/23/2024 | Fairman Group LLC | 13,769 | $387K | 0.3% | +778.7% | 0.039% | |
| 10/22/2024 | Litman Gregory Wealth Management LLC | 986,087 | $27.74M | 2.3% | +7.9% | 2.823% | |
| 10/22/2024 | Rainey & Randall Investment Management Inc. | 31,629 | $890K | 0.2% | +68.9% | 0.091% | |
| 10/22/2024 | Private Advisor Group LLC | 230,208 | $6.48M | 0.0% | +126.6% | 0.659% | |
| 10/21/2024 | Castleview Partners LLC | 2,967 | $83K | 0.0% | -60.6% | 0.008% | |
| 10/19/2024 | Longview Financial Advisors Inc. | 122,309 | $3.44M | 2.5% | -1.8% | 0.350% | |
| 10/18/2024 | TriaGen Wealth Management LLC | 54,673 | $1.54M | 0.5% | +25.1% | 0.157% | |
| 10/16/2024 | Naviter Wealth LLC | 1,684,500 | $47.39M | 6.6% | +3.0% | 4.823% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 44,856 | $1.26M | 0.4% | +11.1% | 0.128% | |
| 10/16/2024 | Verum Partners LLC | 14,230 | $400K | 0.1% | -13.0% | 0.041% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 109,880 | $2.83M | 2.6% | -11.8% | 0.315% | |
| 10/15/2024 | FMA Wealth Management LLC | 210,516 | $5.92M | 4.3% | N/A | 0.603% | |
| 10/11/2024 | ORG Partners LLC | 7,114 | $200K | 0.0% | -74.2% | 0.020% | |
| 10/11/2024 | ORG Wealth Partners LLC | 23,027 | $648K | 0.2% | N/A | 0.066% | |
| 10/11/2024 | VitalStone Financial LLC | 16,331 | $459K | 0.3% | -31.7% | 0.047% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 1,500 | $42K | 0.0% | N/A | 0.004% | |
| 10/9/2024 | Fermata Advisors LLC | 83,231 | $2.34M | 0.5% | +6.7% | 0.238% | |
| 10/9/2024 | Matrix Trust Co | 3,948 | $111K | 0.0% | N/A | 0.011% | |
| 10/8/2024 | CWM LLC | 2,028,633 | $57.07M | 0.2% | +43.0% | 5.808% | |
| 10/8/2024 | Brookstone Capital Management | 13,087 | $368K | 0.0% | +11.3% | 0.037% | |
| 10/8/2024 | ALM First Financial Advisors LLC | 367,064 | $10.33M | 2.4% | +35.9% | 1.051% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 71,476 | $2.01M | 0.1% | +9.9% | 0.205% | |
| 10/8/2024 | Cardinal Point Capital Management ULC | 1,037,835 | $29.19M | 4.9% | +3.0% | 2.971% | |
| 10/8/2024 | City Center Advisors LLC | 26,481 | $745K | 0.8% | +3.2% | 0.076% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 210,019 | $5.91M | 0.1% | -82.4% | 0.601% | |
| 10/3/2024 | Sterneck Capital Management LLC | 42,977 | $1.21M | 0.7% | -10.1% | 0.123% | |
| 8/22/2024 | Cetera Investment Advisers | 162,537 | $4.89M | 0.0% | +6.5% | 0.465% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,006,012 | $30.24M | 0.0% | +9.8% | 2.880% | |
| 8/16/2024 | Creative Planning | 19,038 | $572K | 0.0% | -5.8% | 0.055% | |
| 8/15/2024 | AQR Capital Management LLC | 19,786 | $595K | 0.0% | +13.1% | 0.057% | |
| 8/12/2024 | Brighton Jones LLC | 7,330 | $220K | 0.0% | N/A | 0.021% | |
| 8/9/2024 | Renaissance Technologies LLC | 47,976 | $1.44M | 0.0% | N/A | 0.137% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,895,164 | $56.97M | 0.0% | +6.2% | 5.426% | |
| 8/8/2024 | Leelyn Smith LLC | 214,268 | $6.44M | 1.2% | +16.0% | 0.613% | |
| 8/8/2024 | CoreCap Advisors LLC | 78,167 | $2.35M | 0.2% | N/A | 0.224% | |
| 8/8/2024 | VitalStone Financial LLC | 23,918 | $719K | 0.5% | +110.1% | 0.068% | |
| 8/8/2024 | Frontier Asset Management LLC | 396,280 | $11.91M | 4.3% | -7.5% | 1.134% | |
| 8/7/2024 | Summit Wealth & Retirement Planning Inc. | 643,329 | $19.34M | 6.6% | +3.9% | 1.842% | |
| 8/6/2024 | Savant Capital LLC | 296,314 | $8.91M | 0.1% | -0.8% | 0.848% | |
| 8/5/2024 | Private Advisor Group LLC | 101,597 | $3.05M | 0.0% | +34.5% | 0.291% | |
| 8/5/2024 | New York Life Investment Management LLC | 292,707 | $8.80M | 0.1% | +74.2% | 0.838% | |
| 8/3/2024 | National Bank of Canada FI | 35,016 | $990K | 0.0% | +12.3% | 0.100% | |
| 8/2/2024 | Naviter Wealth LLC | 1,636,054 | $49.18M | 7.3% | +8.0% | 4.684% | |
| 8/1/2024 | Valmark Advisers Inc. | 600,284 | $18.05M | 0.3% | -25.9% | 1.719% | |
| 7/31/2024 | Fortress Wealth Group LLC | 256,664 | $7.60M | 3.7% | +7.3% | 0.735% | |
| 7/31/2024 | Austin Wealth Management LLC | 247,261 | $7.46M | 1.7% | +9.8% | 0.708% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 217,543 | $6.54M | 0.0% | +1.1% | 0.623% | |
| 7/31/2024 | Canal Capital Management LLC | 69,815 | $2.10M | 0.4% | +106.2% | 0.200% | |
| 7/30/2024 | Litman Gregory Wealth Management LLC | 913,944 | $27.47M | 2.4% | +17.6% | 2.617% | |
| 7/29/2024 | Financial Advocates Investment Management | 17,960 | $540K | 0.0% | -7.1% | 0.051% | |
| 7/27/2024 | Trajan Wealth LLC | 45,013 | $1.35M | 0.1% | -26.6% | 0.129% | |
| 7/27/2024 | Sterneck Capital Management LLC | 47,787 | $1.44M | 0.8% | +0.8% | 0.137% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 24,497 | $736K | 0.0% | N/A | 0.070% | |
| 7/24/2024 | Goldstein Advisors LLC | 1,006,072 | $30.24M | 5.1% | +4.0% | 2.880% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 5,972 | $180K | 0.1% | N/A | 0.017% | |
| 7/19/2024 | Family Investment Center Inc. | 564,844 | $16.98M | 5.1% | +10.1% | 1.617% | |
