| 11/15/2024 | MML Investors Services LLC | 6,408 | $207K | 0.0% | N/A | 0.020% | |
| 11/15/2024 | Stifel Financial Corp | 38,261 | $1.23M | 0.0% | -1.2% | 0.120% | |
| 11/15/2024 | Quantinno Capital Management LP | 17,864 | $576K | 0.0% | -9.2% | 0.056% | |
| 11/15/2024 | IHT Wealth Management LLC | 25,869 | $829K | 0.0% | +61.2% | 0.081% | |
| 11/15/2024 | HighTower Advisors LLC | 2,211,464 | $71.26M | 0.1% | +0.5% | 6.917% | |
| 11/14/2024 | Kingfisher Capital LLC | 45,658 | $1.47M | 0.3% | -7.4% | 0.143% | |
|
| 11/14/2024 | Rockefeller Capital Management L.P. | 26,079 | $841K | 0.0% | -85.5% | 0.082% | |
| 11/13/2024 | Freedom Investment Management Inc. | 20,878 | $673K | 0.1% | -6.4% | 0.065% | |
| 11/13/2024 | Bank of Montreal Can | 180,428 | $5.80M | 0.0% | +9.7% | 0.564% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 70,639 | $2.28M | 1.0% | +0.8% | 0.221% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 34,068 | $1.10M | 0.0% | -3.4% | 0.107% | |
| 11/8/2024 | Citizens Financial Group Inc. RI | 7,377 | $238K | 0.0% | N/A | 0.023% | |
| 11/7/2024 | Joseph Group Capital Management | 3,152 | $102K | 0.0% | +2,015.4% | 0.010% | |
| 11/7/2024 | MAI Capital Management | 333,040 | $10.73M | 0.1% | -0.4% | 1.042% | |
| 11/7/2024 | TrinityPoint Wealth LLC | 23,038 | $743K | 0.1% | -5.2% | 0.072% | |
| 11/6/2024 | Natixis Advisors LLC | 13,498 | $435K | 0.0% | N/A | 0.042% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 63,046 | $2.03M | 0.0% | +0.9% | 0.197% | |
| 11/5/2024 | First Heartland Consultants Inc. | 30,800 | $993K | 0.1% | -18.7% | 0.096% | |
| 11/4/2024 | Sigma Planning Corp | 12,291 | $396K | 0.0% | +9.6% | 0.038% | |
| 11/1/2024 | Assetmark Inc. | 1,080 | $35K | 0.0% | N/A | 0.003% | |
| 10/31/2024 | Socha Financial Group LLC | 77,275 | $2.49M | 1.1% | +1.4% | 0.242% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 38,456 | $1.24M | 0.0% | -2.5% | 0.120% | |
| 10/29/2024 | Optas LLC | 34,107 | $1.10M | 0.3% | -33.8% | 0.107% | |
| 10/29/2024 | Farther Finance Advisors LLC | 9,440 | $304K | 0.0% | N/A | 0.030% | |
| 10/28/2024 | Focus Financial Network Inc. | 117,462 | $3.79M | 0.2% | -1.1% | 0.367% | |
| 10/25/2024 | Financial Advocates Investment Management | 9,528 | $307K | 0.0% | +5.6% | 0.030% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 7,525 | $243K | 0.1% | -55.7% | 0.024% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 60,589 | $1.95M | 0.0% | -7.5% | 0.190% | |
| 10/23/2024 | Walker Asset Management LLC | 40,244 | $1.30M | 0.8% | -7.7% | 0.126% | |
| 10/23/2024 | Yoder Wealth Management Inc. | 54,742 | $1.76M | 1.1% | +5.3% | 0.171% | |
| 10/22/2024 | McAdam LLC | 70,155 | $2.26M | 0.1% | -29.0% | 0.219% | |
| 10/22/2024 | Rainey & Randall Investment Management Inc. | 705,529 | $22.74M | 4.9% | -0.5% | 2.207% | |
| 10/22/2024 | Private Advisor Group LLC | 126,567 | $4.08M | 0.0% | -1.0% | 0.396% | |
| 10/19/2024 | Eagle Capital Management LLC | 27,076 | $873K | 0.4% | +1.7% | 0.085% | |
| 10/18/2024 | Friedenthal Financial | 102,413 | $3.30M | 1.9% | +2.0% | 0.320% | |
| 10/16/2024 | Sensible Money LLC | 21,825 | $703K | 0.3% | -6.7% | 0.068% | |
| 10/16/2024 | Asset Dedication LLC | 17,685 | $570K | 0.0% | -8.7% | 0.055% | |
| 10/15/2024 | Peak Financial Management Inc. | 89,656 | $2.89M | 0.8% | -72.8% | 0.280% | |
| 10/11/2024 | Creative Planning | 113,765 | $3.67M | 0.0% | -6.2% | 0.356% | |
| 10/11/2024 | Empirical Asset Management LLC | 33,010 | $1.06M | 0.1% | -1.2% | 0.103% | |
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| 10/11/2024 | Wagner Wealth Management LLC | 8,209 | $265K | 0.1% | -6.5% | 0.026% | |
| 10/10/2024 | CRA Financial Services LLC | 23,032 | $742K | 0.1% | -15.9% | 0.072% | |
| 10/9/2024 | Red Mountain Financial LLC | 38,349 | $1.24M | 1.3% | -1.6% | 0.120% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 118,746 | $3.82M | 0.9% | -3.6% | 0.371% | |
| 10/3/2024 | Trinity Financial Advisors LLC | 6,906 | $216K | 0.1% | -58.7% | 0.022% | |
| 8/22/2024 | Cetera Investment Advisers | 111,576 | $3.35M | 0.0% | +2.5% | 0.349% | |
| 8/21/2024 | Truist Financial Corp | 6,964 | $209K | 0.0% | -6.2% | 0.022% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 16,971 | $510K | 0.2% | -2.0% | 0.053% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 65,033 | $1.95M | 0.0% | -8.4% | 0.203% | |
| 8/16/2024 | Creative Planning | 121,282 | $3.64M | 0.0% | -19.2% | 0.379% | |
| 8/15/2024 | Kingfisher Capital LLC | 49,322 | $1.48M | 0.3% | +0.9% | 0.154% | |
| 8/14/2024 | Bank of Montreal Can | 164,449 | $5.06M | 0.0% | -1.5% | 0.514% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 16,015 | $481K | 0.0% | +16.9% | 0.050% | |
| 8/8/2024 | OV Management LLC | 82,758 | $2.49M | 1.7% | +1.0% | 0.259% | |
| 8/8/2024 | Oppenheimer & Co. Inc. | 62,464 | $1.88M | 0.0% | +14.7% | 0.195% | |
| 8/8/2024 | HHM Wealth Advisors LLC | 16,990 | $510K | 0.1% | +82.9% | 0.053% | |
| 8/7/2024 | Choreo LLC | 22,550 | $670K | 0.0% | +12.2% | 0.071% | |
| 8/6/2024 | Lake Street Advisors Group LLC | 13,500 | $405K | 0.0% | +17.4% | 0.042% | |
| 8/5/2024 | Private Advisor Group LLC | 127,855 | $3.84M | 0.0% | -28.5% | 0.400% | |
| 8/1/2024 | Laidlaw Wealth Management LLC | 41,820 | $1.26M | 0.7% | -13.8% | 0.131% | |
| 8/1/2024 | Family Asset Management LLC | 4,554 | $137K | 0.1% | +15.0% | 0.014% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 293,950 | $8.83M | 0.0% | -10.7% | 0.919% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,566 | $47K | 0.0% | N/A | 0.005% | |
| 7/29/2024 | Financial Advocates Investment Management | 9,019 | $271K | 0.0% | -36.9% | 0.028% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 161,354 | $4.85M | 0.0% | +4.7% | 0.505% | |
| 7/26/2024 | TFG Advisers LLC | 7,505 | $225K | 0.1% | -9.1% | 0.023% | |
| 7/25/2024 | First Heartland Consultants Inc. | 37,870 | $1.14M | 0.1% | -3.0% | 0.118% | |
| 7/25/2024 | Optas LLC | 51,514 | $1.55M | 0.4% | -2.4% | 0.161% | |
| 7/24/2024 | McAdam LLC | 98,756 | $2.97M | 0.2% | -2.3% | 0.309% | |
| 7/24/2024 | Joseph P. Lucia & Associates LLC | 123,945 | $3.72M | 1.9% | -0.4% | 0.388% | |
| 7/24/2024 | &PARTNERS | 26,594 | $799K | 0.0% | -4.1% | 0.083% | |
| 7/23/2024 | Valicenti Advisory Services Inc. | 7,010 | $211K | 0.1% | -6.5% | 0.022% | |
| 7/22/2024 | Focus Financial Network Inc. | 118,794 | $3.69M | 0.2% | +25.5% | 0.372% | |
| 7/22/2024 | SeaCrest Wealth Management LLC | 15,620 | $469K | 0.1% | -3.3% | 0.049% | |
| 7/19/2024 | Raymond James & Associates | 45,965 | $1.38M | 0.0% | -1.1% | 0.144% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 35,273 | $1.06M | 0.0% | -11.5% | 0.110% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 65,520 | $1.97M | 0.0% | +1.4% | 0.205% | |
| 7/16/2024 | Friedenthal Financial | 100,443 | $3.02M | 1.9% | +6.5% | 0.314% | |
| 7/16/2024 | PCG Wealth Advisors LLC | 37,340 | $1.12M | 0.5% | +2.6% | 0.117% | |
| 7/12/2024 | CRA Financial Services LLC | 27,385 | $822K | 0.2% | -3.8% | 0.086% | |
| 7/11/2024 | Trinity Financial Advisors LLC | 16,732 | $502K | 0.2% | N/A | 0.052% | |
| 7/10/2024 | CWM LLC | 3,850 | $116K | 0.0% | -20.6% | 0.012% | |
| 7/9/2024 | Mather Group LLC. | 1,000 | $32K | 0.0% | N/A | 0.003% | |
| 5/24/2024 | Cetera Advisors LLC | 45,151 | $1.44M | 0.0% | -3.0% | 0.141% | |
| 5/24/2024 | Cetera Investment Advisers | 108,887 | $3.46M | 0.0% | N/A | 0.341% | |
| 5/14/2024 | Biltmore Family Office LLC | 37,200 | $1.18M | 0.2% | -2.9% | 0.116% | |
| 5/14/2024 | EP Wealth Advisors LLC | 5,520 | $175K | 0.0% | +19.5% | 0.017% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 11,500 | $366K | 0.0% | N/A | 0.036% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 37,992 | $1.21M | 0.4% | +16.4% | 0.119% | |
| 5/10/2024 | Osaic Holdings Inc. | 618,939 | $19.68M | 0.0% | +18.9% | 1.936% | |
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| 5/9/2024 | Koshinski Asset Management Inc. | 13,053 | $415K | 0.0% | -37.2% | 0.041% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 14,689 | $467K | 0.0% | +62.8% | 0.046% | |
| 5/7/2024 | PFG Advisors | 10,307 | $328K | 0.0% | -53.4% | 0.032% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 54,440 | $1.73M | 0.0% | +12.4% | 0.170% | |
| 5/6/2024 | TFG Advisers LLC | 8,256 | $262K | 0.1% | -9.1% | 0.026% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 15,093 | $480K | 0.0% | -6.6% | 0.047% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 124,465 | $3.96M | 2.1% | +2.1% | 0.386% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 16,640 | $529K | 0.0% | -3.9% | 0.052% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 37,799 | $1.20M | 0.0% | -9.0% | 0.117% | |
| 4/30/2024 | Private Advisor Group LLC | 178,772 | $5.68M | 0.0% | +22.9% | 0.555% | |
