| 11/15/2024 | M&T Bank Corp | 5,925 | $356K | 0.0% | N/A | 0.038% | |
| 11/15/2024 | MML Investors Services LLC | 4,584 | $275K | 0.0% | -15.0% | 0.029% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 140,225 | $8.42M | 0.1% | N/A | 0.902% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 5,398 | $324K | 0.0% | +24.4% | 0.035% | |
| 11/14/2024 | Fiduciary Trust Co | 2,134,388 | $128.15M | 1.8% | +25.3% | 13.726% | |
| 11/13/2024 | FMR LLC | 9,951 | $597K | 0.0% | +1.8% | 0.064% | |
|
| 11/12/2024 | GM Advisory Group LLC | 20,782 | $1.25M | 0.1% | -6.8% | 0.134% | |
| 11/7/2024 | Essential Planning LLC. | 11,952 | $718K | 0.3% | -5.2% | 0.077% | |
| 11/6/2024 | Coastline Trust Co | 1,380 | $83K | 0.0% | N/A | 0.009% | |
| 11/5/2024 | Verus Capital Partners LLC | 6,670 | $400K | 0.0% | +9.1% | 0.043% | |
| 11/5/2024 | Harbour Investments Inc. | 28,628 | $1.72M | 0.1% | +11.8% | 0.184% | |
| 11/1/2024 | Atria Investments Inc | 8,749 | $525K | 0.0% | +29.3% | 0.056% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 5,527 | $332K | 0.1% | -4.4% | 0.036% | |
| 10/31/2024 | Advisor Resource Council | 9,445 | $567K | 0.3% | N/A | 0.061% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 6,925 | $416K | 0.1% | +38.3% | 0.045% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 63,784 | $3.83M | 0.5% | -4.5% | 0.410% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,055 | $123K | 0.0% | -17.5% | 0.013% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 24,088 | $1.45M | 0.2% | -0.9% | 0.155% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,815 | $1.49M | 0.0% | +1.5% | 0.160% | |
| 10/23/2024 | Team Financial Group LLC | 428,499 | $25.73M | 15.9% | +1.8% | 2.756% | |
| 10/22/2024 | Marietta Wealth Management LLC | 90,431 | $5.43M | 0.8% | +1.8% | 0.582% | |
| 10/22/2024 | Private Advisor Group LLC | 1,016,343 | $61.02M | 0.4% | -1.7% | 6.536% | |
| 10/17/2024 | Bar Harbor Wealth Management | 6,986 | $419K | 0.0% | -6.7% | 0.045% | |
| 10/16/2024 | Global Retirement Partners LLC | 19,346 | $1.16M | 0.0% | +73.5% | 0.124% | |
| 10/15/2024 | NBC Securities Inc. | 3,007 | $180K | 0.0% | +30.1% | 0.019% | |
| 10/11/2024 | Creative Planning | 90,329 | $5.42M | 0.0% | -4.0% | 0.581% | |
| 10/3/2024 | Rockland Trust Co. | 42,773 | $2.57M | 0.1% | -8.3% | 0.275% | |
| 10/3/2024 | Park Avenue Securities LLC | 4,110 | $247K | 0.0% | N/A | 0.026% | |
| 9/10/2024 | Prio Wealth Limited Partnership | 3,602 | $205K | 0.0% | N/A | 0.023% | |
| 8/22/2024 | Cetera Investment Advisers | 422,477 | $24.03M | 0.1% | -0.5% | 2.717% | |
| 8/21/2024 | Advisory Alpha LLC | 28,825 | $1.64M | 0.1% | -66.2% | 0.185% | |
| 8/16/2024 | Invst LLC | 6,834 | $389K | 0.0% | N/A | 0.044% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,023 | $400K | 0.0% | +37.8% | 0.045% | |
| 8/14/2024 | Team Financial Group LLC | 421,078 | $23.95M | 16.0% | +4.0% | 2.708% | |
| 8/13/2024 | GM Advisory Group LLC | 22,292 | $1.27M | 0.1% | +0.9% | 0.143% | |
| 8/9/2024 | Rathbones Group PLC | 10,885 | $619K | 0.0% | -14.5% | 0.070% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 64,056 | $3.64M | 0.1% | -1.9% | 0.412% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 52,217 | $2.97M | 0.0% | -5.1% | 0.336% | |
| 8/8/2024 | CoreCap Advisors LLC | 6,658 | $379K | 0.0% | N/A | 0.043% | |
| 8/8/2024 | LPL Financial LLC | 1,025,913 | $58.35M | 0.0% | +6.0% | 6.598% | |
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| 8/7/2024 | Redwood Financial Network Corp | 7,602 | $432K | 0.4% | -4.0% | 0.049% | |
| 8/6/2024 | Financial Gravity Asset Management Inc. | 263,169 | $14.91M | 3.7% | +5.4% | 1.692% | |
| 8/5/2024 | Private Advisor Group LLC | 1,034,205 | $58.83M | 0.4% | +5.4% | 6.651% | |
| 8/1/2024 | Verus Capital Partners LLC | 6,114 | $348K | 0.0% | +14.3% | 0.039% | |
| 8/1/2024 | Private Wealth Strategies L.L.C. | 1,270,305 | $72.26M | 14.5% | +1.3% | 8.169% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 7,108 | $404K | 0.0% | +3.7% | 0.046% | |
| 7/31/2024 | IFG Advisory LLC | 5,811 | $331K | 0.0% | N/A | 0.037% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 17,644 | $1.00M | 0.1% | +2.7% | 0.113% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 66,815 | $3.80M | 0.5% | +1.3% | 0.430% | |
| 7/30/2024 | International Assets Investment Management LLC | 891 | $51K | 0.0% | N/A | 0.006% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 5,783 | $329K | 0.1% | -10.4% | 0.037% | |
| 7/26/2024 | Harbour Investments Inc. | 25,600 | $1.46M | 0.0% | +5.7% | 0.165% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 24,300 | $1.38M | 0.2% | -7.9% | 0.156% | |
| 7/23/2024 | NewSquare Capital LLC | 83,570 | $4.75M | 0.4% | +0.9% | 0.537% | |
| 7/23/2024 | Rockland Trust Co. | 46,656 | $2.65M | 0.1% | -3.0% | 0.300% | |
| 7/19/2024 | Garrett Wealth Advisory Group LLC | 664,438 | $37.79M | 13.9% | +3.2% | 4.273% | |
| 7/19/2024 | Marietta Wealth Management LLC | 88,849 | $5.05M | 0.8% | +0.4% | 0.571% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 24,443 | $1.39M | 0.0% | -11.5% | 0.157% | |
| 7/16/2024 | Insight Advisors LLC PA | 39,809 | $2.26M | 0.4% | -30.0% | 0.256% | |
| 7/1/2024 | Moller Wealth Partners | 3,730 | $212K | 0.1% | -11.1% | 0.024% | |
| 5/24/2024 | Cetera Advisors LLC | 377,046 | $20.89M | 0.2% | +32.7% | 2.425% | |
| 5/24/2024 | Cetera Investment Advisers | 424,531 | $23.52M | 0.1% | +469.4% | 2.730% | |
| 5/15/2024 | Kestra Advisory Services LLC | 300,965 | $16.67M | 0.1% | -5.6% | 1.935% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 256,305 | $14.20M | 3.6% | -91.6% | 1.648% | |
| 5/10/2024 | Capital Management Corp VA | 3,680 | $204K | 0.0% | N/A | 0.024% | |
| 5/10/2024 | GM Advisory Group LLC | 22,104 | $1.23M | 0.1% | +0.9% | 0.142% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 95,030 | $5.27M | 0.0% | -0.2% | 0.611% | |
| 5/7/2024 | Verus Capital Partners LLC | 5,349 | $296K | 0.0% | +4.8% | 0.034% | |
| 5/7/2024 | Insight Advisors LLC PA | 56,884 | $3.15M | 0.6% | -30.4% | 0.366% | |
| 5/6/2024 | Advisory Alpha LLC | 85,295 | $4.73M | 0.2% | -4.0% | 0.549% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 65,963 | $3.65M | 0.6% | +22.9% | 0.424% | |
| 4/30/2024 | Private Advisor Group LLC | 981,515 | $54.38M | 0.4% | -2.2% | 6.312% | |
| 4/30/2024 | Garrett Wealth Advisory Group LLC | 644,061 | $35.68M | 14.6% | +12.9% | 4.142% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 35,520 | $1.97M | 0.0% | N/A | 0.228% | |
| 4/24/2024 | Win Advisors Inc. | 22,505 | $1.25M | 0.5% | N/A | 0.145% | |
| 4/24/2024 | Bar Harbor Wealth Management | 7,486 | $415K | 0.0% | -2.6% | 0.048% | |
| 4/23/2024 | KLR Investment Advisors LLC | 41,431 | $2.21M | 1.6% | -16.1% | 0.266% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 22,731 | $1.26M | 0.0% | +0.9% | 0.146% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 10,478 | $580K | 0.0% | +4.4% | 0.067% | |
| 4/19/2024 | Advisor Resource Council | 9,736 | $539K | 0.2% | N/A | 0.067% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 27,626 | $1.53M | 0.0% | -32.8% | 0.189% | |
| 4/12/2024 | CGN Advisors LLC | 4,390 | $243K | 0.0% | -4.1% | 0.030% | |
| 4/11/2024 | Rockland Trust Co. | 48,094 | $2.66M | 0.1% | -4.2% | 0.329% | |
| 4/5/2024 | NBC Securities Inc. | 2,419 | $134K | 0.0% | -80.8% | 0.017% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 19,064 | $972K | 0.0% | +2.7% | 0.131% | |
| 2/23/2024 | Beacon Financial Group | 56,489 | $2.83M | 0.3% | +27.5% | 0.387% | |
| 2/16/2024 | Secured Retirement Advisors LLC | 6,606 | $331K | 0.3% | N/A | 0.045% | |
| 2/14/2024 | Vista Investment Management | 79,106 | $3.96M | 1.8% | +2.6% | 0.542% | |
| 2/13/2024 | Essential Planning LLC. | 13,934 | $698K | 0.4% | -2.0% | 0.095% | |
| 2/13/2024 | Rathbones Group PLC | 12,735 | $638K | 0.0% | -2.4% | 0.087% | |
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| 2/12/2024 | GM Advisory Group LLC | 21,904 | $1.10M | 0.1% | -10.9% | 0.150% | |
| 2/12/2024 | Relative Value Partners Group LLC | 155,123 | $7.77M | 0.5% | -6.5% | 1.062% | |
| 2/12/2024 | Private Wealth Strategies L.L.C. | 1,517,276 | $76.04M | 16.9% | +1.1% | 10.392% | |
| 2/12/2024 | Pine Valley Investments Ltd Liability Co | 16,370 | $820K | 0.1% | +10.6% | 0.112% | |
| 2/8/2024 | KLR Investment Advisors LLC | 49,364 | $2.47M | 1.8% | -11.3% | 0.338% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 95,267 | $4.77M | 0.0% | -4.6% | 0.653% | |
| 2/7/2024 | NBC Securities Inc. | 12,625 | $632K | 0.1% | +34.6% | 0.086% | |
| 2/7/2024 | Berger Financial Group Inc | 8,161 | $409K | 0.0% | -2.7% | 0.056% | |
| 2/6/2024 | Private Advisor Group LLC | 1,003,980 | $50.31M | 0.4% | +6.2% | 6.877% | |
| 2/5/2024 | Brighton Jones LLC | 5,079 | $255K | 0.0% | N/A | 0.035% | |
