| 11/15/2024 | Jane Street Group LLC | 25,371 | $1.26M | 0.0% | -67.5% | 0.304% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 67,433 | $3.35M | 0.0% | +11.4% | 0.808% | |
| 11/15/2024 | HighTower Advisors LLC | 81,161 | $4.03M | 0.0% | -3.6% | 0.972% | |
| 11/14/2024 | Flow Traders U.S. LLC | 31,796 | $1.58M | 0.1% | N/A | 0.381% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 8,134 | $404K | 0.0% | -18.0% | 0.097% | |
| 11/12/2024 | Meridian Wealth Management LLC | 146,296 | $7.26M | 0.4% | N/A | 1.752% | |
|
| 11/8/2024 | King Luther Capital Management Corp | 4,545 | $225K | 0.0% | -80.7% | 0.054% | |
| 11/4/2024 | Mayflower Financial Advisors LLC | 4,689 | $233K | 0.0% | N/A | 0.056% | |
| 11/1/2024 | Financial Strategies Group Inc. | 22,616 | $1.12M | 0.2% | +97.3% | 0.271% | |
| 10/29/2024 | Farther Finance Advisors LLC | 6,553 | $325K | 0.0% | +29.6% | 0.078% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 5,765 | $286K | 0.0% | -32.1% | 0.069% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 55,550 | $2.76M | 0.7% | -0.9% | 0.665% | |
| 10/25/2024 | Mutual Advisors LLC | 58,990 | $2.93M | 0.1% | +96.4% | 0.706% | |
| 10/25/2024 | Valmark Advisers Inc. | 22,452 | $1.11M | 0.0% | -4.9% | 0.269% | |
| 10/24/2024 | Modera Wealth Management LLC | 106,669 | $5.29M | 0.1% | -1.4% | 1.277% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,586 | $426K | 0.0% | +11.9% | 0.103% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 36,834 | $1.83M | 0.0% | +72.3% | 0.441% | |
| 10/19/2024 | Columbus Macro LLC | 192,677 | $9.56M | 3.4% | +29.1% | 2.308% | |
| 10/19/2024 | Pure Portfolios Holdings LLC | 53,235 | $2.64M | 1.0% | N/A | 0.638% | |
| 10/16/2024 | Crescent Sterling Ltd. | 4,081 | $202K | 0.2% | -34.8% | 0.049% | |
| 10/11/2024 | Creative Planning | 10,698 | $531K | 0.0% | +4.5% | 0.128% | |
| 10/11/2024 | Stonekeep Investments LLC | 16,350 | $811K | 0.6% | +2.7% | 0.196% | |
| 10/9/2024 | Stephens Group Asset Management LLC | 6,268 | $311K | 0.0% | N/A | 0.075% | |
| 10/9/2024 | TAP Consulting LLC | 164,357 | $8.15M | 1.6% | +5.6% | 1.968% | |
| 10/9/2024 | Charles Schwab Trust Co | 34,823 | $1.73M | 0.1% | +21.5% | 0.417% | |
| 10/8/2024 | Brookstone Capital Management | 7,863 | $390K | 0.0% | -43.7% | 0.094% | |
| 10/8/2024 | Atomi Financial Group Inc. | 11,844 | $588K | 0.0% | -6.3% | 0.142% | |
| 10/8/2024 | White Wing Wealth Management | 141,152 | $7.00M | 5.4% | +3.6% | 1.690% | |
| 10/3/2024 | Private Client Services LLC | 4,168 | $207K | 0.1% | N/A | 0.050% | |
| 10/2/2024 | Kades & Cheifetz LLC | 86,099 | $4.27M | 2.4% | +3.2% | 1.031% | |
| 9/23/2024 | Centaurus Financial Inc. | 2,094 | $101K | 0.0% | N/A | 0.025% | |
| 9/10/2024 | Cannon Financial Strategists Inc. | 27,078 | $1.31M | 0.2% | N/A | 0.324% | |
| 9/5/2024 | Sanctuary Advisors LLC | 24,068 | $1.15M | 0.0% | N/A | 0.288% | |
| 8/22/2024 | Cetera Investment Advisers | 164,479 | $7.94M | 0.0% | -1.9% | 1.970% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 72,874 | $3.52M | 0.1% | +11.9% | 0.873% | |
| 8/16/2024 | Creative Planning | 10,237 | $494K | 0.0% | +23.8% | 0.123% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 185,266 | $8.95M | 0.0% | +0.6% | 2.219% | |
| 8/8/2024 | Client 1ST Advisory Group LLC | 18,483 | $892K | 0.4% | -2.8% | 0.221% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 25,218 | $1.22M | 0.2% | +2.2% | 0.302% | |
| 8/6/2024 | Stonekeep Investments LLC | 15,915 | $768K | 0.6% | N/A | 0.191% | |
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| 8/6/2024 | TAP Consulting LLC | 155,617 | $7.51M | 1.6% | +9.2% | 1.864% | |
| 8/6/2024 | Clearwater Capital Advisors LLC | 19,424 | $938K | 0.1% | +13.5% | 0.233% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 21,377 | $1.03M | 0.0% | +57.1% | 0.256% | |
| 8/2/2024 | Lederer & Associates Investment Counsel CA | 12,216 | $590K | 0.4% | -3.9% | 0.146% | |
| 8/2/2024 | Jackson Creek Investment Advisors LLC | 35,312 | $1.71M | 0.6% | +27.6% | 0.423% | |
| 8/1/2024 | White Wing Wealth Management | 136,208 | $6.58M | 5.3% | +60.1% | 1.631% | |
| 8/1/2024 | Valmark Advisers Inc. | 23,620 | $1.14M | 0.0% | -4.1% | 0.283% | |
| 7/31/2024 | Farther Finance Advisors LLC | 5,056 | $243K | 0.0% | -8.3% | 0.061% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 10,927 | $528K | 0.0% | +4.7% | 0.131% | |
| 7/29/2024 | Modera Wealth Management LLC | 108,135 | $5.22M | 0.1% | -2.6% | 1.295% | |
| 7/27/2024 | Rosenberg Matthew Hamilton | 56,038 | $2.70M | 0.8% | +1.9% | 0.671% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,004 | $2.37M | 0.0% | +35.3% | 0.587% | |
| 7/26/2024 | Atomi Financial Group Inc. | 12,647 | $611K | 0.0% | -5.9% | 0.151% | |
| 7/26/2024 | AlphaStar Capital Management LLC | 68,284 | $3.30M | 0.3% | +6.6% | 0.818% | |
| 7/26/2024 | Van Strum & Towne Inc. | 46,360 | $2.24M | 0.8% | +10.3% | 0.555% | |
| 7/23/2024 | Essex LLC | 64,395 | $3.11M | 0.7% | -1.5% | 0.771% | |
| 7/18/2024 | Brookstone Capital Management | 13,958 | $679K | 0.0% | -45.4% | 0.167% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,671 | $370K | 0.0% | +41.2% | 0.092% | |
| 7/12/2024 | Columbus Macro LLC | 149,301 | $7.21M | 2.8% | -2.0% | 1.788% | |
| 7/10/2024 | Compass Financial Group INC SD | 30,172 | $1.46M | 0.3% | +28.9% | 0.361% | |
| 5/24/2024 | Cetera Advisors LLC | 106,247 | $5.14M | 0.0% | +2,014.4% | 1.272% | |
| 5/24/2024 | Cetera Investment Advisers | 167,667 | $8.10M | 0.0% | +46.3% | 2.008% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 65,128 | $3.06M | 0.1% | -4.5% | 0.785% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 8,257 | $399K | 0.0% | -7.5% | 0.099% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 17,119 | $827K | 0.1% | +1.3% | 0.206% | |
| 5/7/2024 | Atomi Financial Group Inc. | 13,436 | $649K | 0.1% | -8.8% | 0.162% | |
| 5/6/2024 | Kades & Cheifetz LLC | 84,190 | $4.07M | 2.6% | +13.0% | 1.014% | |
| 5/4/2024 | Essex LLC | 65,375 | $3.16M | 0.7% | +0.6% | 0.788% | |
| 5/3/2024 | FDx Advisors Inc. | 5,940 | $287K | 0.0% | +23.3% | 0.072% | |
| 4/30/2024 | Perigon Wealth Management LLC | 6,122 | $296K | 0.0% | N/A | 0.074% | |
| 4/29/2024 | Lederer & Associates Investment Counsel CA | 12,713 | $614K | 0.4% | +1.7% | 0.153% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 36,231 | $1.75M | 0.0% | +25.0% | 0.437% | |
| 4/23/2024 | TAP Consulting LLC | 142,471 | $6.89M | 1.5% | +64.1% | 1.717% | |
| 4/23/2024 | Crescent Sterling Ltd. | 8,618 | $417K | 0.4% | +4.0% | 0.104% | |
| 4/17/2024 | White Wing Wealth Management | 85,051 | $4.09M | 3.4% | N/A | 1.025% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 8,257 | $397K | 0.0% | -7.5% | 0.099% | |
| 4/15/2024 | Brookstone Capital Management | 25,545 | $1.24M | 0.0% | -19.5% | 0.308% | |
| 4/13/2024 | Columbus Macro LLC | 152,343 | $7.36M | 2.8% | +40.6% | 1.835% | |
| 4/12/2024 | Charles Schwab Trust Co | 28,848 | $1.39M | 0.1% | +18.9% | 0.348% | |
| 4/12/2024 | Worth Asset Management LLC | 5,598 | $271K | 0.2% | -39.1% | 0.067% | |
| 4/10/2024 | Compass Financial Group INC SD | 23,402 | $1.13M | 0.3% | +25.7% | 0.296% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 68,198 | $3.30M | 0.1% | +4.7% | 0.863% | |
| 2/26/2024 | Centaurus Financial Inc. | 2,094 | $101K | 0.0% | N/A | 0.027% | |
| 2/13/2024 | Client 1ST Advisory Group LLC | 21,199 | $1.03M | 0.5% | -23.8% | 0.268% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 7,347 | $355K | 0.0% | N/A | 0.093% | |
| 2/12/2024 | Parallel Advisors LLC | 3,940 | $191K | 0.0% | N/A | 0.050% | |
| 2/12/2024 | Cape Investment Advisory Inc. | 5,257 | $254K | 0.1% | +46.8% | 0.067% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 28,979 | $1.40M | 0.0% | +41.5% | 0.367% | |
| 2/9/2024 | King Luther Capital Management Corp | 23,545 | $1.14M | 0.0% | -2.2% | 0.298% | |
| 2/8/2024 | Greenup Street Wealth Management LLC | 95,459 | $4.62M | 1.3% | +1,998.0% | 1.208% | |
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| 2/8/2024 | Kingsview Wealth Management LLC | 11,303 | $547K | 0.0% | -4.8% | 0.143% | |
| 2/8/2024 | Meridian Wealth Management LLC | 44,298 | $2.14M | 0.1% | N/A | 0.561% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 6,754 | $327K | 0.0% | +19.1% | 0.085% | |
| 2/7/2024 | AlphaStar Capital Management LLC | 55,899 | $2.70M | 0.3% | +9.1% | 0.708% | |
| 2/7/2024 | Clearwater Capital Advisors LLC | 16,900 | $818K | 0.1% | N/A | 0.214% | |
| 2/6/2024 | Charles Schwab Investment Management Inc. | 2,079,771 | $100.62M | 0.0% | +0.1% | 26.326% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 8,928 | $432K | 0.0% | -18.7% | 0.113% | |
| 2/2/2024 | Valmark Advisers Inc. | 24,940 | $1.21M | 0.0% | +3.4% | 0.316% | |
| 2/2/2024 | Golden State Equity Partners | 4,670 | $226K | 0.1% | N/A | 0.059% | |
| 2/2/2024 | TAP Consulting LLC | 86,836 | $4.20M | 1.0% | -54.1% | 1.099% | |
