| 11/15/2024 | Executive Wealth Management LLC | 1,010,000 | $36.53M | 2.9% | N/A | 0.956% | |
| 11/15/2024 | MML Investors Services LLC | 11,806 | $427K | 0.0% | -16.5% | 0.011% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 114,771 | $4.15M | 0.1% | -2.6% | 0.109% | |
| 11/15/2024 | Jane Street Group LLC | 72,230 | $2.61M | 0.0% | -83.7% | 0.068% | |
| 11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 24,875 | $900K | 0.1% | N/A | 0.024% | |
| 11/15/2024 | Stifel Financial Corp | 23,224 | $840K | 0.0% | +3.9% | 0.022% | |
|
| 11/15/2024 | SageView Advisory Group LLC | 95,456 | $3.45M | 0.2% | -1.4% | 0.090% | |
| 11/15/2024 | Mission Creek Capital Partners Inc. | 5,919 | $214K | 0.0% | N/A | 0.006% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 159,104 | $5.76M | 0.1% | +2.3% | 0.151% | |
| 11/15/2024 | HighTower Advisors LLC | 240,136 | $8.69M | 0.0% | +2.1% | 0.227% | |
| 11/15/2024 | Hilltop Holdings Inc. | 27,123 | $981K | 0.1% | +263.9% | 0.026% | |
| 11/14/2024 | Captrust Financial Advisors | 720,288 | $26.05M | 0.1% | -2.7% | 0.681% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 218,770 | $7.91M | 0.0% | +0.9% | 0.207% | |
| 11/13/2024 | Townsquare Capital LLC | 101,470 | $3.67M | 0.0% | +316.8% | 0.096% | |
| 11/13/2024 | FMR LLC | 25,004 | $904K | 0.0% | +26.8% | 0.024% | |
| 11/13/2024 | Brown Brothers Harriman & Co. | 948 | $34K | 0.0% | -29.3% | 0.001% | |
| 11/12/2024 | Cerity Partners LLC | 1,095,920 | $39.64M | 0.1% | +7.8% | 1.037% | |
| 11/9/2024 | LPL Financial LLC | 6,648,623 | $240.48M | 0.1% | -3.3% | 6.290% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 295,414 | $10.69M | 0.7% | +3.9% | 0.279% | |
| 11/7/2024 | Drive Wealth Management LLC | 77,080 | $2.79M | 0.7% | +1.3% | 0.073% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 353,909 | $12.80M | 0.0% | +6.6% | 0.335% | |
| 11/6/2024 | Vawter Financial Ltd. | 96,427 | $3.49M | 2.1% | +41.5% | 0.091% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 108,545 | $3.93M | 0.1% | -18.8% | 0.103% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 879,278 | $31.80M | 0.4% | +1.5% | 0.832% | |
| 11/6/2024 | Palo Alto Wealth Advisors LLC | 200,944 | $7.06M | 2.9% | +5.0% | 0.190% | |
| 11/6/2024 | Dopkins Wealth Management LLC | 10,362 | $375K | 0.3% | -64.9% | 0.010% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 25,472 | $921K | 0.0% | N/A | 0.024% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,103 | $221K | 0.0% | -6.4% | 0.006% | |
| 11/5/2024 | Savvy Advisors Inc. | 6,535 | $236K | 0.0% | N/A | 0.006% | |
| 11/5/2024 | Mascoma Wealth Management LLC | 2,581 | $93K | 0.0% | -43.8% | 0.002% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 921 | $33K | 0.0% | N/A | 0.001% | |
| 11/4/2024 | 1900 Wealth Management LLC | 478,488 | $16.41M | 1.5% | +23.5% | 0.453% | |
| 11/1/2024 | Assetmark Inc. | 4,026 | $146K | 0.0% | +141.1% | 0.004% | |
| 11/1/2024 | Beckerman Institutional LLC | 15,878 | $574K | 0.5% | N/A | 0.015% | |
| 11/1/2024 | Winthrop Advisory Group LLC | 123,836 | $4.48M | 0.5% | -1.3% | 0.117% | |
| 10/31/2024 | Channel Wealth LLC | 127,680 | $4.62M | 1.5% | +113.7% | 0.121% | |
| 10/31/2024 | Cozad Asset Management Inc. | 102,688 | $3.71M | 0.4% | +3.8% | 0.097% | |
| 10/30/2024 | Maia Wealth LLC | 52,785 | $1.84M | 0.4% | -6.6% | 0.050% | |
| 10/29/2024 | Fernwood Investment Management LLC | 24,979 | $903K | 0.3% | -43.2% | 0.024% | |
| 10/29/2024 | IAG Wealth Partners LLC | 549,948 | $19.89M | 3.7% | -1.0% | 0.520% | |
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| 10/29/2024 | Janney Montgomery Scott LLC | 67,291 | $2.43M | 0.0% | +19.9% | 0.064% | |
| 10/29/2024 | White Pine Investment CO | 398,458 | $14.41M | 4.0% | -2.8% | 0.377% | |
| 10/29/2024 | Realta Investment Advisors | 789 | $28K | 0.0% | -65.2% | 0.001% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 282,655 | $10.22M | 0.5% | +1.7% | 0.267% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 723 | $26K | 0.0% | -40.7% | 0.001% | |
| 10/28/2024 | Principal Securities Inc. | 1,076,844 | $38.95M | 0.9% | +1.7% | 1.019% | |
| 10/28/2024 | Stephens Inc. AR | 57,308 | $2.07M | 0.0% | +2.9% | 0.054% | |
| 10/28/2024 | US Bancorp DE | 6,636 | $240K | 0.0% | -5.3% | 0.006% | |
| 10/28/2024 | HM Payson & Co. | 2,143 | $78K | 0.0% | N/A | 0.002% | |
| 10/25/2024 | Edge Financial Advisors LLC | 29,450 | $1.07M | 0.9% | N/A | 0.028% | |
| 10/25/2024 | Trail Ridge Investment Advisors LLC | 451,012 | $15.61M | 7.5% | +2.3% | 0.427% | |
| 10/25/2024 | Boston Financial Mangement LLC | 494,667 | $17.89M | 0.5% | -0.4% | 0.468% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 519,909 | $18.08M | 0.7% | +8.6% | 0.492% | |
| 10/24/2024 | Financial Management Professionals Inc. | 1,156,918 | $41.85M | 5.2% | +5.2% | 1.095% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 65,795 | $2.38M | 0.3% | -10.1% | 0.062% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 200,059 | $7.24M | 0.0% | -2.3% | 0.189% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 25,198 | $914K | 0.1% | N/A | 0.024% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 753,268 | $27.25M | 1.3% | +1.8% | 0.713% | |
| 10/22/2024 | International Assets Investment Management LLC | 338,702 | $122.51M | 0.0% | +428,636.7% | 0.320% | |
| 10/22/2024 | Plan Group Financial LLC | 6,392 | $231K | 0.1% | -10.5% | 0.006% | |
| 10/22/2024 | Community Trust & Investment Co. | 62,292 | $2.25M | 0.1% | -11.6% | 0.059% | |
| 10/22/2024 | Private Advisor Group LLC | 52,764 | $1.91M | 0.0% | -25.2% | 0.050% | |
| 10/21/2024 | Ledyard National Bank | 489,901 | $17.72M | 1.6% | +0.8% | 0.463% | |
| 10/21/2024 | GFG Capital LLC | 787,321 | $28.48M | 7.4% | -4.3% | 0.745% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 1,725,016 | $62.39M | 0.1% | -2.2% | 1.632% | |
| 10/18/2024 | Raymond James & Associates | 473,995 | $17.14M | 0.0% | +31.4% | 0.448% | |
| 10/17/2024 | LexAurum Advisors LLC | 351,221 | $12.70M | 2.8% | +6.3% | 0.332% | |
| 10/16/2024 | Global Retirement Partners LLC | 15,460 | $559K | 0.0% | -11.2% | 0.015% | |
| 10/15/2024 | NBC Securities Inc. | 6,939 | $250K | 0.0% | +139.4% | 0.007% | |
| 10/11/2024 | Creative Planning | 7,006 | $253K | 0.0% | -24.0% | 0.007% | |
| 10/11/2024 | Elmwood Wealth Management Inc. | 83,630 | $3.03M | 1.2% | +2.2% | 0.079% | |
| 10/11/2024 | Empirical Asset Management LLC | 5,880 | $213K | 0.0% | N/A | 0.006% | |
| 10/11/2024 | Armstrong Advisory Group Inc. | 949 | $34K | 0.0% | N/A | 0.001% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 875 | $32K | 0.0% | +137.1% | 0.001% | |
| 10/10/2024 | Retirement Planning Group LLC | 90,398 | $3.27M | 0.2% | -3.2% | 0.086% | |
| 10/10/2024 | Kings Path Partners LLC | 243,782 | $8.82M | 3.7% | +7.7% | 0.231% | |
| 10/8/2024 | CWM LLC | 345,885 | $12.51M | 0.1% | +39.6% | 0.327% | |
| 10/8/2024 | First National Corp MA ADV | 127,132 | $4.60M | 1.0% | +3.9% | 0.120% | |
| 10/8/2024 | Insight Wealth Strategies LLC | 746,251 | $26.99M | 3.6% | +0.9% | 0.706% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 97,395 | $3.52M | 0.1% | +2.1% | 0.092% | |
| 10/8/2024 | Atwood & Palmer Inc. | 347,606 | $12.57M | 0.9% | -9.5% | 0.329% | |
| 10/7/2024 | Richard P Slaughter Associates Inc | 39,218 | $1.42M | 0.3% | +22.3% | 0.037% | |
| 10/7/2024 | Cora Capital Advisors LLC | 15,642 | $566K | 0.3% | -8.9% | 0.015% | |
| 10/5/2024 | Goelzer Investment Management Inc. | 9,370 | $339K | 0.0% | -26.2% | 0.009% | |
| 10/2/2024 | American National Bank & Trust | 593,912 | $21.48M | 2.5% | +21.1% | 0.562% | |
| 10/1/2024 | Appleton Partners Inc. MA | 435,833 | $15.76M | 1.2% | -1.1% | 0.412% | |
| 9/20/2024 | Anchor Investment Management LLC | 98,968 | $3.33M | 0.3% | +9.3% | 0.094% | |
| 9/5/2024 | Sanctuary Advisors LLC | 471,029 | $15.78M | 0.1% | N/A | 0.446% | |
| 8/22/2024 | Cetera Investment Advisers | 1,257,360 | $42.31M | 0.1% | +1.2% | 1.190% | |
| 8/21/2024 | Truist Financial Corp | 38,573 | $1.30M | 0.0% | -29.8% | 0.036% | |
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| 8/16/2024 | Regal Investment Advisors LLC | 132,233 | $4.45M | 0.3% | -1.8% | 0.125% | |
| 8/16/2024 | NewEdge Advisors LLC | 84,883 | $2.86M | 0.0% | -5.5% | 0.080% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 828,699 | $27.89M | 0.0% | -0.8% | 0.784% | |
| 8/16/2024 | Creative Planning | 9,219 | $310K | 0.0% | -5.9% | 0.009% | |
| 8/16/2024 | SkyView Investment Advisors LLC | 874,888 | $29.44M | 5.2% | +1.4% | 0.828% | |
| 8/16/2024 | Kathmere Capital Management LLC | 61,779 | $2.08M | 0.2% | -1.3% | 0.058% | |
| 8/15/2024 | Beaird Harris Wealth Management LLC | 2,414 | $81K | 0.0% | N/A | 0.002% | |
| 8/15/2024 | AQR Capital Management LLC | 509,104 | $17.13M | 0.0% | +0.1% | 0.482% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 284,382 | $9.86M | 0.6% | +10.1% | 0.269% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 332,075 | $11.17M | 0.0% | +13.1% | 0.314% | |
