| 11/18/2024 | Soltis Investment Advisors LLC | 8,322 | $425K | 0.0% | +6.0% | 0.036% | |
| 11/15/2024 | MML Investors Services LLC | 14,675 | $749K | 0.0% | +25.4% | 0.063% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 180,728 | $9.24M | 0.1% | +13.4% | 0.779% | |
| 11/15/2024 | Stifel Financial Corp | 55,573 | $2.84M | 0.0% | +7.9% | 0.240% | |
| 11/15/2024 | HighTower Advisors LLC | 13,516 | $689K | 0.0% | -6.4% | 0.058% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 32,500 | $1.66M | 0.0% | -14.0% | 0.140% | |
|
| 11/13/2024 | FMR LLC | 59,932 | $3.06M | 0.0% | +16.6% | 0.258% | |
| 11/13/2024 | Independent Advisor Alliance | 7,821 | $399K | 0.0% | -4.8% | 0.034% | |
| 11/12/2024 | Larson Financial Group LLC | 159,195 | $8.13M | 0.5% | +523.6% | 0.686% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 6,857 | $350K | 0.0% | -11.8% | 0.030% | |
| 11/12/2024 | Meridian Wealth Management LLC | 15,900 | $812K | 0.0% | N/A | 0.069% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 2,230,440 | $113.86M | 0.0% | +0.9% | 9.614% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 11,988 | $612K | 0.3% | -11.4% | 0.052% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 4,180 | $213K | 0.0% | N/A | 0.018% | |
| 11/6/2024 | Lifeworks Advisors LLC | 30,295 | $1.55M | 0.3% | +8.8% | 0.131% | |
| 11/5/2024 | Systelligence LLC | 261,874 | $13.37M | 3.3% | +4.0% | 1.129% | |
| 11/4/2024 | Sigma Planning Corp | 35,539 | $1.81M | 0.1% | +4.9% | 0.153% | |
| 11/1/2024 | Demars Financial Group LLC | 4,201 | $214K | 0.1% | N/A | 0.018% | |
| 11/1/2024 | Advocacy Wealth Management Services LLC | 18,573 | $948K | 0.1% | -12.7% | 0.080% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,000 | $51K | 0.0% | N/A | 0.004% | |
| 10/25/2024 | GSB Wealth Management LLC | 7,137 | $364K | 0.1% | -4.6% | 0.031% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 63,542 | $3.24M | 0.1% | -0.5% | 0.274% | |
| 10/24/2024 | Smith Salley Wealth Management | 28,040 | $1.43M | 0.1% | +17.3% | 0.121% | |
| 10/24/2024 | Arkadios Wealth Advisors | 39,958 | $2.04M | 0.1% | +34.5% | 0.172% | |
| 10/23/2024 | Dakota Wealth Management | 14,075 | $719K | 0.0% | -10.2% | 0.061% | |
| 10/23/2024 | Yoder Wealth Management Inc. | 27,468 | $1.40M | 0.8% | +8.5% | 0.118% | |
| 10/22/2024 | International Assets Investment Management LLC | 259,106 | $132.27M | 0.0% | +14,613.6% | 1.117% | |
| 10/22/2024 | Private Advisor Group LLC | 18,296 | $934K | 0.0% | -1.2% | 0.079% | |
| 10/21/2024 | Sweeney & Michel LLC | 17,774 | $903K | 0.4% | +3.3% | 0.077% | |
| 10/19/2024 | Cedrus LLC | 28,824 | $1.47M | 0.5% | +22.4% | 0.124% | |
| 10/16/2024 | Lynch & Associates IN | 26,661 | $1.36M | 0.3% | +5.1% | 0.115% | |
| 10/15/2024 | NBC Securities Inc. | 8,292 | $423K | 0.0% | +16.8% | 0.036% | |
| 10/11/2024 | Creative Planning | 6,324 | $323K | 0.0% | +23.0% | 0.027% | |
| 10/11/2024 | Elk River Wealth Management LLC | 59,643 | $3.05M | 0.6% | N/A | 0.257% | |
| 10/9/2024 | LongView Wealth Management | 5,097 | $260K | 0.1% | N/A | 0.022% | |
| 10/9/2024 | Walker Financial Services Inc. | 34,783 | $1.78M | 1.2% | +6.2% | 0.150% | |
| 10/9/2024 | Pacific Sun Financial Corp | 13,118 | $670K | 0.4% | -1.9% | 0.057% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 32,399 | $1.65M | 0.1% | +2.2% | 0.140% | |
| 10/8/2024 | CWM LLC | 3,087 | $158K | 0.0% | -15.3% | 0.013% | |
| 10/8/2024 | Brookstone Capital Management | 11,892 | $607K | 0.0% | -2.0% | 0.051% | |
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| 10/3/2024 | Marotta Asset Management | 90,395 | $4.62M | 0.9% | +17.6% | 0.390% | |
| 10/2/2024 | American National Bank & Trust | 3,046 | $155K | 0.0% | +36.3% | 0.013% | |
| 8/22/2024 | Cetera Investment Advisers | 28,079 | $1.33M | 0.0% | -64.5% | 0.121% | |
| 8/21/2024 | Truist Financial Corp | 18,793 | $891K | 0.0% | -2.7% | 0.081% | |
| 8/16/2024 | Sunbelt Securities Inc. | 10,186 | $483K | 0.0% | -27.6% | 0.044% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,315 | $157K | 0.0% | +12.6% | 0.014% | |
| 8/16/2024 | NewEdge Advisors LLC | 92,418 | $4.38M | 0.0% | -4.7% | 0.398% | |
| 8/16/2024 | Full Sail Capital LLC | 100,806 | $4.78M | 0.3% | -0.3% | 0.435% | |
| 8/15/2024 | Oliver Lagore Vanvalin Investment Group | 8,613 | $408K | 0.1% | -53.1% | 0.037% | |
| 8/13/2024 | AE Wealth Management LLC | 106,118 | $5.03M | 0.1% | +14.6% | 0.457% | |
| 8/9/2024 | Financial Perspectives Inc | 106,715 | $5.06M | 1.9% | +2.6% | 0.460% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 63,853 | $3.03M | 0.1% | +12.4% | 0.275% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 263,420 | $12.49M | 0.0% | -32.4% | 1.135% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 13,526 | $641K | 0.3% | -17.1% | 0.058% | |
| 8/7/2024 | AGF Management Ltd. | 83,589 | $3.96M | 0.0% | +18.4% | 0.360% | |
| 8/7/2024 | FRG Family Wealth Advisors LLC | 25,310 | $1.23M | 0.2% | +9.1% | 0.109% | |
| 8/6/2024 | Lynch & Associates IN | 25,360 | $1.20M | 0.3% | +4.0% | 0.109% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 52,324 | $25K | 0.0% | N/A | 0.226% | |
| 8/5/2024 | Private Advisor Group LLC | 18,514 | $878K | 0.0% | +1.9% | 0.080% | |
| 8/2/2024 | Larson Financial Group LLC | 25,528 | $1.21M | 0.1% | +77,257.6% | 0.110% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 409,637 | $19.42M | 0.0% | -4.4% | 1.766% | |
| 7/30/2024 | WBI Investments LLC | 23,466 | $1.11M | 0.3% | -34.1% | 0.101% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,761 | $83K | 0.0% | N/A | 0.008% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 115,373 | $5.47M | 0.7% | +50.4% | 0.497% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 9,603 | $455K | 0.0% | -2.9% | 0.041% | |
| 7/29/2024 | Arkadios Wealth Advisors | 29,699 | $1.41M | 0.1% | +18.8% | 0.128% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 93,849 | $4.45M | 0.0% | -1.4% | 0.405% | |
| 7/25/2024 | Systelligence LLC | 251,782 | $11.94M | 3.2% | N/A | 1.085% | |
| 7/25/2024 | Southern Capital Advisors LLC | 8,112 | $385K | 0.2% | -3.6% | 0.035% | |
| 7/24/2024 | TrueWealth Advisors LLC | 9,117 | $432K | 0.2% | -12.0% | 0.039% | |
| 7/23/2024 | Atlas Brown Inc. | 26,724 | $1.27M | 0.5% | +1.4% | 0.115% | |
| 7/23/2024 | American National Bank | 2,235 | $106K | 0.0% | +32.6% | 0.010% | |
| 7/23/2024 | TFC Financial Management Inc. | 900 | $43K | 0.0% | N/A | 0.004% | |
| 7/23/2024 | Exchange Capital Management Inc. | 21,852 | $1.04M | 0.2% | -1.1% | 0.094% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 237,028 | $11.24M | 0.1% | +443.6% | 1.022% | |
| 7/18/2024 | Brookstone Capital Management | 12,132 | $591K | 0.0% | -3.7% | 0.052% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 11,021 | $522K | 0.0% | -24.7% | 0.048% | |
| 7/15/2024 | Fifth Third Securities Inc. | 18,460 | $875K | 0.1% | -7.6% | 0.080% | |
| 7/15/2024 | Walker Financial Services Inc. | 32,742 | $1.55M | 1.2% | -10.1% | 0.141% | |
| 7/15/2024 | RFG Advisory LLC | 12,342 | $585K | 0.0% | -1.8% | 0.053% | |
| 7/10/2024 | Compass Financial Group INC SD | 143,791 | $6.82M | 1.5% | +8.9% | 0.620% | |
| 7/10/2024 | Advocacy Wealth Management Services LLC | 21,266 | $1.01M | 0.1% | -21.4% | 0.092% | |
| 7/10/2024 | Sweeney & Michel LLC | 17,204 | $817K | 0.3% | +10.1% | 0.074% | |
| 7/10/2024 | CWM LLC | 3,645 | $173K | 0.0% | +767.9% | 0.016% | |
| 5/29/2024 | Pathway Financial Advisers LLC | 4,798 | $228K | 0.1% | N/A | 0.021% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 7,848 | $373K | 0.0% | -6.2% | 0.034% | |
| 5/24/2024 | Cetera Advisors LLC | 7,554 | $359K | 0.0% | +29.6% | 0.033% | |
| 5/24/2024 | Cetera Investment Advisers | 79,147 | $3.77M | 0.0% | +101.0% | 0.341% | |
| 5/16/2024 | Sweeney & Michel LLC | 15,629 | $752K | 0.3% | N/A | 0.067% | |
| 5/15/2024 | SVB Wealth LLC | 5,681 | $270K | 0.0% | N/A | 0.024% | |
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| 5/11/2024 | Beaumont Financial Advisors LLC | 31,687 | $1.51M | 0.1% | -11.0% | 0.137% | |
| 5/10/2024 | Osaic Holdings Inc. | 221,941 | $10.58M | 0.0% | -52.4% | 0.957% | |
| 5/6/2024 | Advisory Services Network LLC | 65,882 | $3.14M | 0.1% | -34.7% | 0.284% | |
| 5/4/2024 | WBI Investments LLC | 35,634 | $1.70M | 0.4% | -56.4% | 0.154% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 8,760 | $417K | 0.0% | +49.3% | 0.038% | |
| 5/3/2024 | Southern Capital Advisors LLC | 8,417 | $400K | 0.2% | -88.1% | 0.036% | |
| 5/2/2024 | Curran Financial Partners LLC | 14,996 | $713K | 0.2% | -5.7% | 0.065% | |
| 5/2/2024 | Lincoln National Corp | 98,482 | $4.69M | 0.1% | +12.3% | 0.424% | |
| 4/30/2024 | Private Advisor Group LLC | 18,169 | $864K | 0.0% | +49.6% | 0.078% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 56,785 | $2.70M | 0.1% | +37.5% | 0.244% | |
