| 11/18/2024 | Arete Wealth Advisors LLC | 43,696 | $1.49M | 0.1% | +7.8% | 0.221% | |
| 11/15/2024 | MML Investors Services LLC | 13,367 | $456K | 0.0% | -3.0% | 0.068% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 26,322 | $898K | 0.0% | -6.5% | 0.133% | |
| 11/15/2024 | EP Wealth Advisors LLC | 12,113 | $413K | 0.0% | N/A | 0.061% | |
| 11/15/2024 | Jane Street Group LLC | 271,178 | $9.26M | 0.0% | N/A | 1.370% | |
| 11/15/2024 | Wellington Management Group LLP | 37,007 | $1.26M | 0.0% | +16.9% | 0.187% | |
|
| 11/15/2024 | Hilltop Holdings Inc. | 6,408 | $219K | 0.0% | N/A | 0.032% | |
| 11/15/2024 | Ascent Group LLC | 17,601 | $601K | 0.0% | -2.4% | 0.089% | |
| 11/14/2024 | Flow Traders U.S. LLC | 6,417 | $219K | 0.0% | N/A | 0.032% | |
| 11/14/2024 | CreativeOne Wealth LLC | 19,305 | $659K | 0.0% | +16.4% | 0.098% | |
| 11/13/2024 | Freedom Investment Management Inc. | 14,047 | $479K | 0.0% | -5.9% | 0.071% | |
| 11/13/2024 | Townsquare Capital LLC | 242,382 | $8.27M | 0.1% | -0.4% | 1.224% | |
| 11/13/2024 | Carlson Capital Management | 8,009 | $273K | 0.0% | -8.0% | 0.040% | |
| 11/13/2024 | FMR LLC | 93,458 | $3.19M | 0.0% | +462.1% | 0.472% | |
| 11/13/2024 | Bank of Montreal Can | 126,191 | $4.30M | 0.0% | +254.9% | 0.637% | |
| 11/12/2024 | Pitcairn Co. | 14,836 | $506K | 0.0% | -28.8% | 0.075% | |
| 11/12/2024 | Cerity Partners LLC | 188,404 | $6.43M | 0.0% | +0.7% | 0.952% | |
| 11/12/2024 | Alesco Advisors LLC | 31,416 | $1.07M | 0.0% | -3.4% | 0.159% | |
| 11/8/2024 | Commerce Bank | 433,791 | $14.81M | 0.1% | -0.7% | 2.191% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 203,490 | $6.95M | 0.0% | -4.1% | 1.028% | |
| 11/8/2024 | BIP Wealth LLC | 100,593 | $3.43M | 0.2% | +10.1% | 0.508% | |
| 11/7/2024 | MAI Capital Management | 112,998 | $3.86M | 0.0% | -0.8% | 0.571% | |
| 11/6/2024 | Accredited Investors Inc. | 40,063 | $1.37M | 0.1% | -4.1% | 0.202% | |
| 11/6/2024 | Lifeworks Advisors LLC | 11,096 | $379K | 0.1% | N/A | 0.056% | |
| 11/5/2024 | Accredited Investors Inc. | 863,821 | $29.48M | 0.7% | +1,967.4% | 4.363% | |
| 11/5/2024 | Harbour Investments Inc. | 48,989 | $1.67M | 0.1% | +7.0% | 0.247% | |
| 11/5/2024 | Apollon Wealth Management LLC | 16,875 | $576K | 0.0% | -2.3% | 0.085% | |
| 11/4/2024 | Weil Company Inc. | 44,557 | $1.52M | 0.5% | +22.1% | 0.225% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 19,959 | $681K | 0.0% | -11.7% | 0.101% | |
| 11/4/2024 | Eagle Bluffs Wealth Management LLC | 95,131 | $3.25M | 1.7% | +1.3% | 0.480% | |
| 11/1/2024 | Assetmark Inc. | 555,992 | $18.98M | 0.1% | -3.6% | 2.808% | |
| 10/31/2024 | Portside Wealth Group LLC | 17,377 | $593K | 0.1% | +10.4% | 0.088% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 102,476 | $3.50M | 0.7% | +3.3% | 0.518% | |
| 10/30/2024 | Tobias Financial Advisors Inc. | 111,668 | $3.81M | 0.8% | -1.0% | 0.564% | |
| 10/30/2024 | Austin Private Wealth LLC | 22,264 | $760K | 0.1% | +6.3% | 0.112% | |
| 10/30/2024 | Landmark Wealth Management LLC | 10,444 | $356K | 0.2% | -2.9% | 0.053% | |
| 10/29/2024 | Farther Finance Advisors LLC | 4,865 | $166K | 0.0% | +178.8% | 0.025% | |
| 10/28/2024 | Austin Wealth Management LLC | 20,982 | $703K | 0.2% | -1.6% | 0.106% | |
| 10/25/2024 | Valmark Advisers Inc. | 40,347 | $1.38M | 0.0% | +0.9% | 0.204% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 12,290 | $419K | 0.2% | +8.5% | 0.062% | |
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| 10/24/2024 | Hibernia Wealth Partners LLC | 51,095 | $1.74M | 0.5% | -17.8% | 0.258% | |
| 10/24/2024 | Richardson Financial Services Inc. | 23,148 | $736K | 0.5% | +1.8% | 0.117% | |
| 10/24/2024 | Modera Wealth Management LLC | 18,301 | $625K | 0.0% | +43.0% | 0.092% | |
| 10/22/2024 | McAdam LLC | 74,638 | $2.55M | 0.1% | -0.8% | 0.377% | |
| 10/22/2024 | Private Advisor Group LLC | 140,271 | $4.79M | 0.0% | -2.5% | 0.708% | |
| 10/21/2024 | Raleigh Capital Management Inc. | 26,322 | $898K | 0.3% | +8.3% | 0.133% | |
| 10/21/2024 | CarsonAllaria Wealth Management Ltd. | 122,865 | $4.19M | 2.4% | -5.2% | 0.621% | |
| 10/21/2024 | Castleview Partners LLC | 2,624 | $90K | 0.0% | -27.4% | 0.013% | |
| 10/21/2024 | Trilogy Capital Inc. | 100,204 | $3.42M | 0.2% | +7.3% | 0.506% | |
| 10/19/2024 | Werba Rubin Papier Wealth Management | 17,114 | $584K | 0.1% | +6.6% | 0.086% | |
| 10/17/2024 | Richard W. Paul & Associates LLC | 4,306 | $147K | 0.1% | -8.3% | 0.022% | |
| 10/17/2024 | Aspiriant LLC | 6,294 | $215K | 0.0% | N/A | 0.032% | |
| 10/16/2024 | Global Retirement Partners LLC | 101,093 | $3.45M | 0.1% | +27.8% | 0.511% | |
| 10/16/2024 | Probity Advisors Inc. | 31,891 | $1.09M | 0.2% | -1.8% | 0.161% | |
| 10/16/2024 | Annapolis Financial Services LLC | 119,352 | $4.07M | 1.2% | -1.2% | 0.603% | |
| 10/16/2024 | Asset Dedication LLC | 10,507 | $359K | 0.0% | -21.3% | 0.053% | |
| 10/11/2024 | Iams Wealth Management LLC | 6,923 | $236K | 0.1% | N/A | 0.035% | |
| 10/11/2024 | Creative Planning | 370,700 | $12.65M | 0.0% | -4.5% | 1.872% | |
| 10/8/2024 | CWM LLC | 3,320 | $113K | 0.0% | -46.9% | 0.017% | |
| 10/8/2024 | Advance Capital Management Inc. | 8,626 | $294K | 0.0% | -4.6% | 0.044% | |
| 10/8/2024 | Mather Group LLC. | 30,743 | $1.05M | 0.0% | -8.4% | 0.155% | |
| 10/5/2024 | Corrigan Financial Inc. | 297,141 | $10.14M | 2.3% | -1.5% | 1.501% | |
| 10/3/2024 | Park Avenue Securities LLC | 189,624 | $6.47M | 0.1% | +3.7% | 0.958% | |
| 9/5/2024 | Sanctuary Advisors LLC | 26,810 | $841K | 0.0% | N/A | 0.135% | |
| 8/22/2024 | Cetera Investment Advisers | 502,979 | $15.97M | 0.0% | +0.1% | 2.540% | |
| 8/16/2024 | Wallace Advisory Group LLC | 7,186 | $228K | 0.2% | -10.0% | 0.036% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 30,995 | $984K | 0.0% | -12.7% | 0.157% | |
| 8/16/2024 | NewEdge Advisors LLC | 62,718 | $1.99M | 0.0% | +5.2% | 0.317% | |
| 8/16/2024 | Creative Planning | 388,293 | $12.32M | 0.0% | -3.3% | 1.961% | |
| 8/16/2024 | Ascent Group LLC | 18,042 | $573K | 0.0% | -6.6% | 0.091% | |
| 8/14/2024 | Bank of Montreal Can | 35,555 | $1.16M | 0.0% | +0.9% | 0.180% | |
| 8/13/2024 | AE Wealth Management LLC | 28,808 | $914K | 0.0% | +4.8% | 0.145% | |
| 8/12/2024 | Richardson Financial Services Inc. | 22,732 | $722K | 0.5% | +1.7% | 0.115% | |
| 8/12/2024 | Blair William & Co. IL | 21,028 | $667K | 0.0% | -1.8% | 0.106% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 22,789 | $723K | 0.0% | -10.0% | 0.115% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 22,609 | $718K | 0.0% | +1.7% | 0.114% | |
| 8/9/2024 | One Capital Management LLC | 18,144 | $576K | 0.0% | -19.4% | 0.092% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 768,839 | $24.40M | 0.0% | 0.0% | 3.883% | |
| 8/8/2024 | LPL Financial LLC | 1,027,428 | $32.61M | 0.0% | +2.9% | 5.189% | |
| 8/6/2024 | Werba Rubin Papier Wealth Management | 16,059 | $510K | 0.1% | -6.2% | 0.081% | |
| 8/6/2024 | Ballentine Partners LLC | 55,535 | $1.76M | 0.0% | -2.8% | 0.280% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 263,739 | $8.37M | 0.1% | -10.9% | 1.332% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 9,139 | $290K | 0.1% | -9.0% | 0.046% | |
| 8/6/2024 | Savant Capital LLC | 101,541 | $3.22M | 0.0% | -3.2% | 0.513% | |
| 8/6/2024 | Weil Company Inc. | 36,496 | $1.16M | 0.4% | +28.6% | 0.184% | |
| 8/5/2024 | Private Advisor Group LLC | 143,809 | $4.57M | 0.0% | +836.3% | 0.726% | |
| 8/5/2024 | N.E.W. Advisory Services LLC | 425,770 | $13.51M | 1.5% | -1.3% | 2.150% | |
| 8/2/2024 | Larson Financial Group LLC | 17,085 | $542K | 0.0% | -22.2% | 0.086% | |
| 8/2/2024 | Aveo Capital Partners LLC | 20,797 | $660K | 0.1% | +5.9% | 0.105% | |
| 8/1/2024 | TIAA Trust National Association | 280,320 | $8.90M | 0.0% | -15.8% | 1.416% | |
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| 8/1/2024 | Valmark Advisers Inc. | 39,987 | $1.27M | 0.0% | +2.9% | 0.202% | |
| 7/31/2024 | Spire Wealth Management | 27,076 | $859K | 0.0% | +3.9% | 0.137% | |
| 7/31/2024 | Sage Mountain Advisors LLC | 1,217 | $39K | 0.0% | +405.0% | 0.006% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 119,699 | $3.80M | 0.0% | -3.1% | 0.605% | |
| 7/30/2024 | Bryn Mawr Capital Management LLC | 27,600 | $876K | 0.0% | +15.9% | 0.139% | |
| 7/30/2024 | Global Financial Private Client LLC | 12,697 | $403K | 0.2% | +2.5% | 0.064% | |
| 7/29/2024 | Crewe Advisors LLC | 2,804 | $89K | 0.0% | -24.3% | 0.014% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 99,202 | $3.15M | 0.7% | +6.2% | 0.501% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 11,324 | $359K | 0.2% | +9.7% | 0.057% | |
| 7/26/2024 | Harbour Investments Inc. | 45,785 | $1.45M | 0.0% | +14.9% | 0.231% | |
