| 11/20/2024 | Advisory Resource Group | 17,531 | $423K | 0.1% | -8.8% | 0.015% | |
| 11/18/2024 | TD Private Client Wealth LLC | 64,037 | $1.55M | 0.0% | -6.5% | 0.054% | |
| 11/15/2024 | Goodman Advisory Group LLC | 723,398 | $17.47M | 5.0% | +0.5% | 0.609% | |
| 11/15/2024 | Brophy Wealth Management LLC | 20,049 | $484K | 0.2% | N/A | 0.017% | |
| 11/15/2024 | MML Investors Services LLC | 476,728 | $11.51M | 0.0% | +14.6% | 0.401% | |
| 11/15/2024 | EP Wealth Advisors LLC | 1,313,420 | $31.72M | 0.3% | +0.6% | 1.106% | |
|
| 11/15/2024 | Jane Street Group LLC | 29,601 | $715K | 0.0% | -90.7% | 0.025% | |
| 11/15/2024 | Stifel Financial Corp | 769,060 | $18.57M | 0.0% | +7.2% | 0.648% | |
| 11/15/2024 | IHT Wealth Management LLC | 267,094 | $6.45M | 0.2% | +1.9% | 0.225% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 64,641 | $1.56M | 0.0% | +16.7% | 0.054% | |
| 11/15/2024 | HighTower Advisors LLC | 22,950 | $554K | 0.0% | -10.3% | 0.019% | |
| 11/14/2024 | Kolinsky Wealth Management LLC | 17,082 | $413K | 0.3% | N/A | 0.014% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 189,610 | $4.58M | 0.0% | -3.3% | 0.160% | |
| 11/13/2024 | Townsquare Capital LLC | 25,826 | $624K | 0.0% | +19.5% | 0.022% | |
| 11/13/2024 | FMR LLC | 6,868 | $166K | 0.0% | +66.9% | 0.006% | |
| 11/13/2024 | Wiser Advisor Group LLC | 21,475 | $519K | 0.8% | -2.1% | 0.018% | |
| 11/12/2024 | Meridian Wealth Management LLC | 10,550 | $255K | 0.0% | +13.4% | 0.009% | |
| 11/12/2024 | Running Point Capital Advisors LLC | 31,315 | $756K | 0.3% | +9.3% | 0.026% | |
| 11/9/2024 | Trustmark National Bank Trust Department | 641,901 | $15.50M | 1.2% | -59.7% | 0.541% | |
| 11/8/2024 | King Luther Capital Management Corp | 150,503 | $3.64M | 0.0% | +10.0% | 0.127% | |
| 11/8/2024 | Prospera Private Wealth LLC | 3,520 | $85K | 0.0% | N/A | 0.003% | |
| 11/8/2024 | Avior Wealth Management LLC | 3,623 | $85K | 0.0% | +3,523.0% | 0.003% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 335,361 | $8.10M | 0.0% | -2.6% | 0.282% | |
| 11/7/2024 | Meeder Advisory Services Inc. | 192,967 | $4.66M | 0.3% | +14.9% | 0.162% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 130,439 | $3.15M | 0.0% | -19.4% | 0.110% | |
| 11/6/2024 | Northeast Financial Group Inc. | 48,899 | $1.18M | 0.4% | +29.9% | 0.041% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 33,966 | $820K | 0.1% | +17.7% | 0.029% | |
| 11/5/2024 | First Heartland Consultants Inc. | 123,434 | $2.98M | 0.3% | -2.9% | 0.104% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 166,470 | $4.02M | 0.8% | -4.1% | 0.140% | |
| 11/4/2024 | 1900 Wealth Management LLC | 852,161 | $20.31M | 1.8% | +13.5% | 0.718% | |
| 11/4/2024 | Sigma Planning Corp | 8,426 | $203K | 0.0% | -6.6% | 0.007% | |
| 11/1/2024 | Assetmark Inc. | 317,843 | $7.68M | 0.0% | -3.8% | 0.268% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 40,771 | $985K | 0.0% | +5.9% | 0.034% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 46,373 | $1.12M | 0.1% | -35.9% | 0.039% | |
| 10/30/2024 | ASB Consultores LLC | 12,942 | $313K | 0.1% | -10.1% | 0.011% | |
| 10/30/2024 | James J. Burns & Company LLC | 12,331 | $298K | 0.1% | -28.0% | 0.010% | |
| 10/30/2024 | Leeward Financial Partners LLC | 58,177 | $1.41M | 0.5% | +3.2% | 0.049% | |
| 10/29/2024 | Argonautica Private Wealth Management Inc. | 20,997 | $507K | 0.2% | -3.9% | 0.018% | |
| 10/29/2024 | Farther Finance Advisors LLC | 4,234 | $102K | 0.0% | +7,888.7% | 0.004% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 58,875 | $1.42M | 0.1% | +19.0% | 0.050% | |
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| 10/28/2024 | Lebenthal Global Advisors LLC | 87,884 | $2.12M | 0.4% | -6.3% | 0.074% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 9,180 | $222K | 0.0% | -13.9% | 0.008% | |
| 10/28/2024 | US Bancorp DE | 365,102 | $8.82M | 0.0% | +13.5% | 0.307% | |
| 10/25/2024 | SteelPeak Wealth LLC | 116,962 | $2.83M | 0.1% | -4.3% | 0.098% | |
| 10/24/2024 | Richardson Financial Services Inc. | 8,661 | $206K | 0.1% | +27.1% | 0.007% | |
| 10/24/2024 | Ackerman Capital Advisors LLC | 44,369 | $1.07M | 0.3% | -20.1% | 0.037% | |
| 10/23/2024 | Parcion Private Wealth LLC | 824,250 | $19.91M | 1.7% | +23.0% | 0.694% | |
| 10/23/2024 | Allworth Financial LP | 488,666 | $11.80M | 0.1% | +0.6% | 0.412% | |
| 10/22/2024 | McAdam LLC | 307,774 | $7.43M | 0.4% | -3.4% | 0.259% | |
| 10/22/2024 | Altus Wealth Group LLC | 9,250 | $223K | 0.1% | N/A | 0.008% | |
| 10/22/2024 | Private Advisor Group LLC | 66,295 | $1.60M | 0.0% | +41.1% | 0.056% | |
| 10/21/2024 | Traphagen Investment Advisors LLC | 245,999 | $5.94M | 0.6% | -9.6% | 0.207% | |
| 10/21/2024 | Fortis Group Advisors LLC | 43,745 | $1.06M | 0.2% | +32.6% | 0.037% | |
| 10/21/2024 | Stewardship Advisors LLC | 279,159 | $6.74M | 1.9% | -11.6% | 0.235% | |
| 10/19/2024 | Petix & Botte Co | 62,014 | $1.50M | 0.4% | -2.3% | 0.052% | |
| 10/19/2024 | Rede Wealth LLC | 14,041 | $339K | 0.1% | -18.5% | 0.012% | |
| 10/19/2024 | Bernardo Wealth Planning LLC | 37,038 | $889K | 0.2% | -5.5% | 0.031% | |
| 10/18/2024 | Raymond James & Associates | 276,522 | $6.68M | 0.0% | -2.1% | 0.233% | |
| 10/17/2024 | Stratos Wealth Partners LTD. | 605,792 | $14.63M | 0.2% | +4.4% | 0.510% | |
| 10/16/2024 | Good Life Advisors LLC | 11,472 | $277K | 0.0% | N/A | 0.010% | |
| 10/16/2024 | Kowal Investment Group LLC | 63,358 | $1.53M | 0.3% | -1.2% | 0.053% | |
| 10/16/2024 | Proquility Private Wealth Partners LLC | 213,454 | $5.16M | 1.7% | -11.8% | 0.180% | |
| 10/15/2024 | First United Bank & Trust | 17,741 | $428K | 0.2% | -7.6% | 0.015% | |
| 10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 2,525,514 | $60.99M | 1.4% | +6.5% | 2.127% | |
| 10/11/2024 | Creative Planning | 17,919 | $433K | 0.0% | -9.7% | 0.015% | |
| 10/11/2024 | CX Institutional | 625,473 | $15.11M | 0.7% | +2.7% | 0.527% | |
| 10/8/2024 | Anderson Hoagland & Co. | 395,508 | $9.54M | 1.0% | -0.8% | 0.333% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 24,835 | $600K | 0.0% | -2.0% | 0.021% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 724,642 | $17.50M | 0.4% | +13.5% | 0.610% | |
| 10/7/2024 | GAMMA Investing LLC | 2,885 | $70K | 0.0% | +115.9% | 0.002% | |
| 10/3/2024 | Park Avenue Securities LLC | 82,570 | $1.99M | 0.0% | -2.8% | 0.070% | |
| 9/5/2024 | Sanctuary Advisors LLC | 29,260 | $685K | 0.0% | N/A | 0.025% | |
| 8/22/2024 | Cetera Investment Advisers | 538,282 | $12.75M | 0.0% | +11.9% | 0.453% | |
| 8/21/2024 | Advisory Alpha LLC | 28,611 | $678K | 0.0% | -19.4% | 0.024% | |
| 8/21/2024 | Truist Financial Corp | 356,972 | $8.45M | 0.0% | +129.3% | 0.301% | |
| 8/19/2024 | EP Wealth Advisors LLC | 1,306,170 | $30.93M | 0.3% | +3.2% | 1.100% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 14,159 | $335K | 0.0% | -6.8% | 0.012% | |
| 8/16/2024 | NewEdge Advisors LLC | 41,555 | $984K | 0.0% | +2.6% | 0.035% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 785,605 | $18.60M | 0.0% | +1.4% | 0.662% | |
| 8/16/2024 | Creative Planning | 19,853 | $470K | 0.0% | -16.8% | 0.017% | |
| 8/16/2024 | Goodman Advisory Group LLC | 719,478 | $17.04M | 5.1% | -5.4% | 0.606% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 9,439 | $226K | 0.0% | +6.0% | 0.008% | |
| 8/13/2024 | Kowal Investment Group LLC | 64,100 | $1.52M | 0.3% | -3.3% | 0.054% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 161,817 | $3.83M | 0.0% | -28.7% | 0.136% | |
| 8/13/2024 | King Luther Capital Management Corp | 136,829 | $3.24M | 0.0% | -10.7% | 0.115% | |
| 8/12/2024 | ProVise Management Group LLC | 39,529 | $936K | 0.1% | +6.0% | 0.033% | |
| 8/12/2024 | Richardson Financial Services Inc. | 6,813 | $161K | 0.1% | -12.8% | 0.006% | |
| 8/12/2024 | MRP Capital Investments LLC | 18,236 | $432K | 0.4% | N/A | 0.015% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 141,203 | $3.34M | 0.0% | +2.2% | 0.119% | |
| 8/9/2024 | Renaissance Technologies LLC | 308,500 | $7.31M | 0.0% | +16.6% | 0.260% | |
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| 8/9/2024 | Collaborative Wealth Managment Inc. | 62,967 | $1.49M | 0.7% | +4.5% | 0.053% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 2,049,560 | $48.53M | 0.0% | +19.9% | 1.726% | |
| 8/8/2024 | Meeder Advisory Services Inc. | 167,936 | $3.98M | 0.3% | N/A | 0.141% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 28,864 | $684K | 0.1% | +46.4% | 0.024% | |
| 8/8/2024 | LPL Financial LLC | 1,482,677 | $35.11M | 0.0% | -0.9% | 1.249% | |
| 8/7/2024 | Choreo LLC | 45,319 | $1.07M | 0.0% | N/A | 0.038% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,100 | $26K | 0.0% | N/A | 0.001% | |
| 8/6/2024 | First Foundation Advisors | 309,531 | $7.33M | 0.3% | -5.5% | 0.261% | |
| 8/6/2024 | Werba Rubin Papier Wealth Management | 12,850 | $304K | 0.1% | -3.2% | 0.011% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 38,311 | $907K | 0.1% | +35.7% | 0.032% | |
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