| 11/18/2024 | Rehmann Capital Advisory Group | 47,232 | $3.33M | 0.2% | -26.0% | 0.253% | |
| 11/18/2024 | Virtue Capital Management LLC | 7,219 | $509K | 0.1% | -9.3% | 0.039% | |
| 11/15/2024 | M&T Bank Corp | 7,422 | $524K | 0.0% | N/A | 0.040% | |
| 11/15/2024 | Continuum Advisory LLC | 726 | $50K | 0.0% | -42.0% | 0.004% | |
| 11/15/2024 | MML Investors Services LLC | 29,051 | $2.05M | 0.0% | -2.4% | 0.155% | |
| 11/15/2024 | Stifel Financial Corp | 12,461 | $879K | 0.0% | -11.4% | 0.067% | |
|
| 11/15/2024 | IHT Wealth Management LLC | 16,973 | $1.20M | 0.0% | +4.9% | 0.091% | |
| 11/15/2024 | HighTower Advisors LLC | 7,956 | $560K | 0.0% | -3.9% | 0.043% | |
| 11/14/2024 | Captrust Financial Advisors | 8,936 | $631K | 0.0% | -1.6% | 0.048% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 11,148 | $787K | 0.0% | -8.8% | 0.060% | |
| 11/13/2024 | BNP Paribas Financial Markets | 100,000 | $7.06M | 0.0% | N/A | 0.535% | |
| 11/13/2024 | FMR LLC | 10,284 | $726K | 0.0% | -4.1% | 0.055% | |
| 11/13/2024 | D.A. Davidson & CO. | 11,932 | $842K | 0.0% | +1.3% | 0.064% | |
| 11/13/2024 | Bank of Montreal Can | 33,892 | $2.39M | 0.0% | +39.2% | 0.181% | |
| 11/12/2024 | Cerity Partners LLC | 6,717 | $474K | 0.0% | +85.8% | 0.036% | |
| 11/12/2024 | Meridian Wealth Management LLC | 3,955 | $279K | 0.0% | N/A | 0.021% | |
| 11/12/2024 | 49 Wealth Management LLC | 10,081 | $711K | 0.1% | -21.3% | 0.054% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 17,580 | $1.24M | 0.6% | -3.3% | 0.094% | |
| 11/8/2024 | Bellwether Advisors LLC | 180,603 | $12.75M | 2.4% | +44.3% | 0.966% | |
| 11/8/2024 | Prospera Financial Services Inc | 9,006 | $636K | 0.0% | +97.0% | 0.048% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 20,707 | $1.46M | 0.0% | N/A | 0.111% | |
| 11/6/2024 | Comprehensive Wealth Management LLC | 8,832 | $623K | 0.4% | +4.1% | 0.047% | |
| 11/5/2024 | GSA Capital Partners LLP | 3,684 | $260K | 0.0% | -19.5% | 0.020% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 8,117 | $573K | 0.0% | -20.5% | 0.043% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 5,909 | $417K | 0.3% | -19.1% | 0.032% | |
| 11/4/2024 | Patten & Patten Inc. TN | 3,389 | $239K | 0.0% | N/A | 0.018% | |
| 11/1/2024 | Fiera Capital Corp | 3,000 | $212K | 0.0% | N/A | 0.016% | |
| 10/31/2024 | TFB Advisors LLC | 8,419 | $594K | 0.2% | +1.8% | 0.045% | |
| 10/31/2024 | Western Pacific Wealth Management LP | 1,650 | $116K | 0.1% | N/A | 0.009% | |
| 10/29/2024 | Fernwood Investment Management LLC | 77,277 | $5.45M | 1.8% | -1.2% | 0.413% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 9,127 | $644K | 0.1% | -7.2% | 0.049% | |
| 10/28/2024 | Principal Securities Inc. | 44,016 | $3.11M | 0.1% | +19.7% | 0.235% | |
| 10/28/2024 | Penobscot Wealth Management | 47,845 | $3.38M | 1.8% | +8.6% | 0.256% | |
| 10/25/2024 | Strategic Blueprint LLC | 4,418 | $312K | 0.0% | -6.4% | 0.024% | |
| 10/25/2024 | Fortitude Family Office LLC | 393 | $28K | 0.0% | N/A | 0.002% | |
| 10/23/2024 | Schmidt P J Investment Management Inc. | 21,872 | $1.54M | 0.3% | -2.0% | 0.117% | |
| 10/22/2024 | International Assets Investment Management LLC | 26,864,772 | $1.90B | 0.3% | +2,551,160.4% | 143.662% | |
| 10/22/2024 | Private Advisor Group LLC | 21,239 | $1.50M | 0.0% | -26.6% | 0.114% | |
| 10/19/2024 | Essex LLC | 13,010 | $918K | 0.2% | -4.6% | 0.070% | |
| 10/18/2024 | Ferguson Wellman Capital Management Inc. | 3,915 | $276K | 0.0% | -37.7% | 0.021% | |
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| 10/18/2024 | Raymond James & Associates | 55,991 | $3.95M | 0.0% | +11.9% | 0.299% | |
| 10/16/2024 | Stillwater Capital Advisors LLC | 16,543 | $1.17M | 0.2% | +18.3% | 0.088% | |
| 10/11/2024 | Creative Planning | 23,334 | $1.65M | 0.0% | -8.0% | 0.125% | |
| 10/8/2024 | CWM LLC | 11,787 | $832K | 0.0% | +15.0% | 0.063% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,162 | $647K | 0.1% | -2.4% | 0.049% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 91,332 | $6.27M | 2.7% | -6.9% | 0.488% | |
| 10/8/2024 | Brookstone Capital Management | 4,812 | $340K | 0.0% | +5.6% | 0.026% | |
| 9/5/2024 | Sanctuary Advisors LLC | 11,577 | $773K | 0.0% | N/A | 0.062% | |
| 8/22/2024 | Cetera Investment Advisers | 130,953 | $8.61M | 0.0% | -0.4% | 0.700% | |
| 8/21/2024 | Truist Financial Corp | 10,718 | $705K | 0.0% | -33.2% | 0.057% | |
| 8/19/2024 | EP Wealth Advisors LLC | 1,581 | $104K | 0.0% | -10.8% | 0.008% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 15,784 | $1.04M | 0.0% | +69.9% | 0.084% | |
| 8/16/2024 | Sunbelt Securities Inc. | 450 | $30K | 0.0% | -61.8% | 0.002% | |
| 8/16/2024 | NewEdge Advisors LLC | 18,572 | $1.22M | 0.0% | -1.1% | 0.099% | |
| 8/16/2024 | Coastal Bridge Advisors LLC | 8,043 | $529K | 0.1% | -13.2% | 0.043% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 539,437 | $35.47M | 0.0% | -2.3% | 2.885% | |
| 8/16/2024 | Creative Planning | 25,366 | $1.67M | 0.0% | +1.2% | 0.136% | |
| 8/14/2024 | Bank of Montreal Can | 24,343 | $1.66M | 0.0% | -30.4% | 0.130% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 17,706 | $1.16M | 0.0% | -1.7% | 0.095% | |
| 8/12/2024 | Blair William & Co. IL | 6,396 | $421K | 0.0% | +25.6% | 0.034% | |
| 8/12/2024 | Waterloo Capital L.P. | 17,865 | $1.18M | 0.1% | -5.7% | 0.096% | |
| 8/9/2024 | Citizens Financial Group Inc. RI | 4,628 | $304K | 0.0% | N/A | 0.025% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 70,923 | $4.66M | 0.0% | +9.5% | 0.379% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 10,123 | $665K | 0.0% | -42.8% | 0.054% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 18,173 | $1.20M | 0.6% | -4.2% | 0.097% | |
| 8/8/2024 | LPL Financial LLC | 809,966 | $53.26M | 0.0% | -6.0% | 4.331% | |
| 8/8/2024 | VitalStone Financial LLC | 2,176 | $143K | 0.1% | N/A | 0.012% | |
| 8/8/2024 | Garrison Point Advisors LLC | 4,263 | $280K | 0.2% | +7.6% | 0.023% | |
| 8/7/2024 | MGO One Seven LLC | 85,880 | $5.65M | 0.3% | +46.5% | 0.459% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 691 | $45K | 0.0% | N/A | 0.004% | |
| 8/6/2024 | Financial Gravity Asset Management Inc. | 625 | $41K | 0.0% | N/A | 0.003% | |
| 8/6/2024 | Wakefield Asset Management LLLP | 24,961 | $1.64M | 0.6% | -18.0% | 0.133% | |
| 8/5/2024 | Private Advisor Group LLC | 28,948 | $1.90M | 0.0% | +35.0% | 0.155% | |
| 8/2/2024 | Founders Financial Securities LLC | 4,785 | $315K | 0.0% | N/A | 0.026% | |
| 8/1/2024 | Bellwether Advisors LLC | 125,139 | $8.23M | 1.7% | -32.6% | 0.669% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 222,983 | $14.66M | 0.0% | +2.9% | 1.192% | |
| 7/30/2024 | TFB Advisors LLC | 8,269 | $544K | 0.2% | +22.9% | 0.044% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,053 | $69K | 0.0% | -65.3% | 0.006% | |
| 7/30/2024 | Penobscot Wealth Management | 44,052 | $2.89M | 1.7% | +7.1% | 0.236% | |
| 7/29/2024 | Sonata Capital Group Inc. | 4,320 | $284K | 0.1% | -4.4% | 0.023% | |
| 7/29/2024 | Schmidt P J Investment Management Inc. | 22,325 | $1.47M | 0.3% | -1.3% | 0.119% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 7,091 | $466K | 0.0% | N/A | 0.038% | |
| 7/29/2024 | Arkadios Wealth Advisors | 3,843 | $253K | 0.0% | -20.1% | 0.021% | |
| 7/25/2024 | Beacon Capital Management LLC | 460 | $30K | 0.0% | N/A | 0.002% | |
| 7/24/2024 | Family Firm Inc. | 3,022 | $199K | 0.0% | -5.1% | 0.016% | |
| 7/24/2024 | Charter Oak Capital Management LLC | 3,408 | $224K | 0.0% | -14.4% | 0.018% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 2,532 | $166K | 0.0% | -14.8% | 0.014% | |
| 7/23/2024 | Essex LLC | 13,635 | $897K | 0.2% | -7.0% | 0.073% | |
| 7/19/2024 | Raymond James & Associates | 50,023 | $3.29M | 0.0% | +22.1% | 0.268% | |
| 7/19/2024 | Calton & Associates Inc. | 8,185 | $538K | 0.3% | -13.5% | 0.044% | |
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| 7/18/2024 | WealthCare Investment Partners LLC | 98,116 | $6.45M | 3.0% | -1.6% | 0.525% | |
| 7/18/2024 | Cordatus Wealth Management LLC | 4,233 | $278K | 0.1% | N/A | 0.023% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 15,542 | $1.02M | 0.2% | +180.9% | 0.083% | |
| 7/16/2024 | Apeiron RIA LLC | 7,155 | $470K | 0.1% | -4.4% | 0.038% | |
| 7/15/2024 | RFG Advisory LLC | 5,218 | $343K | 0.0% | -45.0% | 0.028% | |
| 7/11/2024 | CX Institutional | 11,231 | $738K | 0.0% | +601.1% | 0.060% | |
| 7/10/2024 | CWM LLC | 10,253 | $674K | 0.0% | +37.9% | 0.055% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 831 | $55K | 0.0% | N/A | 0.004% | |
| 5/31/2024 | First Citizens Financial Corp | 45,253 | $3.06M | 1.8% | +198.3% | 0.242% | |
| 5/24/2024 | Cetera Advisors LLC | 21,987 | $1.49M | 0.0% | +579.2% | 0.118% | |
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