| 11/18/2024 | Sunbelt Securities Inc. | 8,045 | $711K | 0.1% | +7.7% | 0.046% | |
| 11/15/2024 | MML Investors Services LLC | 9,297 | $822K | 0.0% | +97.2% | 0.053% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 1,404 | $124K | 0.0% | -10.8% | 0.008% | |
| 11/15/2024 | EP Wealth Advisors LLC | 22,609 | $2M | 0.0% | -13.7% | 0.129% | |
| 11/15/2024 | Jane Street Group LLC | 29,805 | $2.64M | 0.0% | +14.6% | 0.170% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 103,683 | $9.18M | 0.1% | -0.8% | 0.591% | |
|
| 11/15/2024 | Stifel Financial Corp | 65,377 | $5.78M | 0.0% | +15.5% | 0.373% | |
| 11/15/2024 | HighTower Advisors LLC | 43,534 | $3.85M | 0.0% | -3.2% | 0.248% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 16,882 | $1.49M | 0.0% | -12.1% | 0.096% | |
| 11/13/2024 | BNP Paribas Financial Markets | 50,000 | $4.42M | 0.0% | N/A | 0.285% | |
| 11/13/2024 | FMR LLC | 35,478 | $3.14M | 0.0% | +5.9% | 0.202% | |
| 11/13/2024 | Fisher Asset Management LLC | 103,307 | $9.14M | 0.0% | +15.5% | 0.589% | |
| 11/12/2024 | Larson Financial Group LLC | 590 | $52K | 0.0% | N/A | 0.003% | |
| 11/12/2024 | Meridian Wealth Management LLC | 11,205 | $991K | 0.0% | N/A | 0.064% | |
| 11/12/2024 | Investors Research Corp | 9,173 | $811K | 0.2% | +5.8% | 0.052% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 1,296,596 | $114.67M | 0.0% | +1.3% | 7.388% | |
| 11/12/2024 | Smithfield Trust Co | 3,275 | $290K | 0.0% | +46.5% | 0.019% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 8,887 | $786K | 0.4% | -1.4% | 0.051% | |
| 11/8/2024 | Hilton Capital Management LLC | 4,164 | $368K | 0.0% | -5.5% | 0.024% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 145,922 | $12.91M | 0.0% | +3,150.7% | 0.831% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 2,288 | $202K | 0.0% | N/A | 0.013% | |
| 11/6/2024 | Lifeworks Advisors LLC | 19,377 | $1.71M | 0.3% | +28.6% | 0.110% | |
| 11/5/2024 | Patron Partners LLC | 3,025 | $268K | 0.1% | N/A | 0.017% | |
| 11/4/2024 | Venturi Wealth Management LLC | 1,461 | $129K | 0.0% | +3,552.5% | 0.008% | |
| 11/4/2024 | Proffitt & Goodson Inc. | 695 | $61K | 0.0% | -14.8% | 0.004% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 8,710 | $770K | 0.0% | +10.5% | 0.050% | |
| 11/4/2024 | Sigma Planning Corp | 11,126 | $984K | 0.0% | -3.1% | 0.063% | |
| 11/1/2024 | Atria Investments Inc | 10,625 | $940K | 0.0% | N/A | 0.061% | |
| 11/1/2024 | Assetmark Inc. | 16,397 | $1.45M | 0.0% | +163,870.0% | 0.093% | |
| 10/30/2024 | Centennial Wealth Advisory LLC | 4,262 | $377K | 0.1% | +24.9% | 0.024% | |
| 10/30/2024 | ASB Consultores LLC | 3,392 | $300K | 0.1% | N/A | 0.019% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 3,078 | $272K | 0.0% | N/A | 0.018% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 29,681 | $2.63M | 0.0% | +14.9% | 0.169% | |
| 10/29/2024 | Farther Finance Advisors LLC | 9,533 | $843K | 0.0% | +79,341.7% | 0.054% | |
| 10/28/2024 | Interchange Capital Partners LLC | 4,182 | $370K | 0.1% | N/A | 0.024% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 67,371 | $5.96M | 0.5% | +9.5% | 0.384% | |
| 10/28/2024 | Penobscot Wealth Management | 34,605 | $3.06M | 1.7% | +8.8% | 0.197% | |
| 10/25/2024 | Pathway Financial Advisers LLC | 15,491 | $1.37M | 0.0% | -3.6% | 0.088% | |
| 10/25/2024 | Integrated Advisors Network LLC | 3,125 | $276K | 0.0% | -6.7% | 0.018% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 19,050 | $1.69M | 0.1% | -4.4% | 0.109% | |
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| 10/24/2024 | Ellis Investment Partners LLC | 15,232 | $1.35M | 0.3% | -3.1% | 0.087% | |
| 10/24/2024 | Smith Salley Wealth Management | 25,082 | $2.22M | 0.1% | +3.1% | 0.143% | |
| 10/24/2024 | Pathway Financial Advisers LLC | 15,491 | $1.37M | 0.0% | -3.6% | 0.088% | |
| 10/23/2024 | Schmidt P J Investment Management Inc. | 9,537 | $843K | 0.1% | +22.4% | 0.054% | |
| 10/23/2024 | Dakota Wealth Management | 4,585 | $406K | 0.0% | -38.4% | 0.026% | |
| 10/23/2024 | Yoder Wealth Management Inc. | 38,023 | $3.36M | 2.0% | +6.1% | 0.217% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 6,233 | $551K | 0.1% | N/A | 0.036% | |
| 10/22/2024 | Magnolia Capital Management Ltd. | 7,685 | $680K | 0.5% | -14.7% | 0.044% | |
| 10/21/2024 | Monumental Financial Group Inc. | 245,274 | $21.69M | 8.0% | +13.2% | 1.398% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 6,120 | $541K | 0.0% | +9.0% | 0.035% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 11,124 | $984K | 0.2% | +40.5% | 0.063% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 2,402 | $212K | 0.0% | N/A | 0.014% | |
| 10/16/2024 | Lynch & Associates IN | 18,418 | $1.63M | 0.3% | +5.4% | 0.105% | |
| 10/15/2024 | NBC Securities Inc. | 5,545 | $490K | 0.0% | -2.7% | 0.032% | |
| 10/11/2024 | Creative Planning | 4,618 | $408K | 0.0% | -24.8% | 0.026% | |
| 10/11/2024 | CX Institutional | 19,255 | $1.70M | 0.1% | -1.9% | 0.110% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 31,285 | $2.77M | 1.3% | +2.3% | 0.178% | |
| 10/8/2024 | Brookstone Capital Management | 49,908 | $4.41M | 0.1% | +4.6% | 0.284% | |
| 10/7/2024 | Alpha Financial Partners LLC | 4,031 | $357K | 0.3% | N/A | 0.023% | |
| 10/2/2024 | American National Bank & Trust | 2,614 | $231K | 0.0% | +5.1% | 0.015% | |
| 9/23/2024 | Centaurus Financial Inc. | 4,703 | $381K | 0.0% | -5.6% | 0.027% | |
| 8/22/2024 | Cetera Investment Advisers | 31,986 | $2.59M | 0.0% | +29.3% | 0.182% | |
| 8/20/2024 | Pathway Financial Advisers LLC | 16,072 | $1.30M | 0.5% | -0.8% | 0.092% | |
| 8/19/2024 | EP Wealth Advisors LLC | 26,192 | $2.12M | 0.0% | +20.6% | 0.149% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 6,151 | $498K | 0.0% | +12.5% | 0.035% | |
| 8/16/2024 | Regal Investment Advisors LLC | 11,769 | $953K | 0.1% | +18.4% | 0.067% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 16,277 | $1.32M | 0.0% | -75.5% | 0.093% | |
| 8/16/2024 | NewEdge Advisors LLC | 24,849 | $2.01M | 0.0% | +156.5% | 0.142% | |
| 8/16/2024 | Creative Planning | 6,139 | $497K | 0.0% | +37.0% | 0.035% | |
| 8/13/2024 | AE Wealth Management LLC | 380,226 | $30.80M | 0.3% | +84.6% | 2.167% | |
| 8/13/2024 | Benjamin Edwards Inc. | 1,285 | $104K | 0.0% | N/A | 0.007% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 3,554 | $288K | 0.0% | -35.6% | 0.020% | |
| 8/9/2024 | Renaissance Technologies LLC | 3,900 | $316K | 0.0% | -38.1% | 0.022% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 92,207 | $7.47M | 0.0% | -17.2% | 0.525% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 9,012 | $730K | 0.4% | -7.4% | 0.051% | |
| 8/7/2024 | AGF Management Ltd. | 204,413 | $16.56M | 0.1% | +18.4% | 1.165% | |
| 8/6/2024 | Lynch & Associates IN | 17,474 | $1.42M | 0.3% | +3.2% | 0.100% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 154,639 | $12.53M | 0.0% | -13.4% | 0.881% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,038 | $84K | 0.0% | N/A | 0.006% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 53,429 | $4.33M | 0.6% | -36.8% | 0.304% | |
| 7/30/2024 | Penobscot Wealth Management | 31,798 | $2.64M | 1.6% | +8.4% | 0.181% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 14,619 | $1.18M | 0.0% | -6.5% | 0.083% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 32,014 | $2.59M | 0.0% | -7.9% | 0.182% | |
| 7/25/2024 | Southern Capital Advisors LLC | 13,585 | $1.10M | 0.7% | +5.3% | 0.077% | |
| 7/24/2024 | Charter Oak Capital Management LLC | 7,807 | $632K | 0.1% | -5.9% | 0.044% | |
| 7/23/2024 | American National Bank | 2,487 | $201K | 0.0% | +273.4% | 0.014% | |
| 7/23/2024 | Exchange Capital Management Inc. | 31,349 | $2.54M | 0.4% | -2.6% | 0.179% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 21,780 | $1.76M | 0.0% | -20.8% | 0.124% | |
| 7/22/2024 | Centennial Wealth Advisory LLC | 3,411 | $276K | 0.1% | N/A | 0.019% | |
| 7/22/2024 | Dakota Wealth Management | 7,445 | $603K | 0.0% | +2.7% | 0.042% | |
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| 7/19/2024 | Raymond James & Associates | 18,952 | $1.54M | 0.0% | -2.4% | 0.108% | |
| 7/18/2024 | Gradient Investments LLC | 623 | $50K | 0.0% | N/A | 0.004% | |
| 7/18/2024 | Brookstone Capital Management | 47,729 | $4.04M | 0.1% | +3.9% | 0.272% | |
| 7/17/2024 | J.Safra Asset Management Corp | 963 | $78K | 0.0% | N/A | 0.005% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 2,571 | $208K | 0.0% | +5.7% | 0.015% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,026 | $569K | 0.0% | +17.8% | 0.040% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 30,587 | $2.48M | 1.3% | +2.6% | 0.174% | |
| 7/11/2024 | CX Institutional | 19,627 | $1.59M | 0.1% | -15.0% | 0.112% | |
| 5/29/2024 | Pathway Financial Advisers LLC | 16,209 | $1.34M | 0.5% | N/A | 0.092% | |
| 5/24/2024 | Cetera Investment Advisers | 24,733 | $2.04M | 0.0% | N/A | 0.141% | |
