| 11/15/2024 | MML Investors Services LLC | 97,429 | $6.46M | 0.0% | +34.0% | 0.578% | |
| 11/15/2024 | Pacific Center for Financial Services | 394,724 | $26.19M | 6.9% | +2.3% | 2.343% | |
| 11/15/2024 | Jane Street Group LLC | 19,742 | $1.31M | 0.0% | +135.3% | 0.117% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 260,190 | $17.26M | 0.2% | +19.9% | 1.544% | |
| 11/14/2024 | Acropolis Investment Management LLC | 787,142 | $52.23M | 3.1% | +1.8% | 4.671% | |
| 11/14/2024 | Captrust Financial Advisors | 6,056 | $402K | 0.0% | +27.2% | 0.036% | |
|
| 11/13/2024 | Townsquare Capital LLC | 3,869 | $257K | 0.0% | -8.8% | 0.023% | |
| 11/13/2024 | Cadence Bank | 3,160 | $210K | 0.0% | N/A | 0.019% | |
| 11/13/2024 | FMR LLC | 5,551 | $368K | 0.0% | -17.3% | 0.033% | |
| 11/13/2024 | D.A. Davidson & CO. | 47,903 | $3.18M | 0.0% | +5.7% | 0.284% | |
| 11/12/2024 | Wescott Financial Advisory Group LLC | 8,164 | $542K | 0.1% | -11.4% | 0.048% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 15,537 | $1.03M | 0.0% | -3.6% | 0.092% | |
| 11/12/2024 | Cerity Partners LLC | 82,523 | $5.48M | 0.0% | -0.5% | 0.490% | |
| 11/7/2024 | Wharton Business Group LLC | 22,125 | $1.47M | 0.1% | -26.4% | 0.131% | |
| 11/7/2024 | Phillips Financial Management LLC | 72,539 | $4.81M | 0.4% | -9.2% | 0.430% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 33,854 | $2.25M | 0.1% | -13.0% | 0.201% | |
| 11/6/2024 | Cornerstone Planning Group LLC | 362,226 | $24.19M | 5.3% | N/A | 2.150% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 12,774 | $848K | 0.0% | +225.9% | 0.076% | |
| 11/5/2024 | Apollon Financial LLC | 57,360 | $3.81M | 1.1% | -3.6% | 0.340% | |
| 11/5/2024 | Apollon Wealth Management LLC | 5,007 | $332K | 0.0% | +15.6% | 0.030% | |
| 11/4/2024 | Addison Advisors LLC | 83,136 | $5.52M | 1.5% | -8.9% | 0.493% | |
| 11/4/2024 | Sigma Planning Corp | 6,200 | $411K | 0.0% | +13.4% | 0.037% | |
| 11/1/2024 | Leavell Investment Management Inc. | 3,020 | $200K | 0.0% | N/A | 0.018% | |
| 10/31/2024 | Cozad Asset Management Inc. | 51,514 | $3.42M | 0.3% | +11.6% | 0.306% | |
| 10/30/2024 | Foster & Motley Inc. | 17,384 | $1.15M | 0.1% | -5.7% | 0.103% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 4,990 | $331K | 0.0% | N/A | 0.030% | |
| 10/30/2024 | Marks Group Wealth Management Inc | 8,734 | $580K | 0.1% | N/A | 0.052% | |
| 10/30/2024 | Flagship Private Wealth LLC | 4,174 | $277K | 0.1% | N/A | 0.025% | |
| 10/30/2024 | Fox Financial Inc | 210,720 | $13.98M | 12.2% | +27.7% | 1.251% | |
| 10/30/2024 | QRG Capital Management Inc. | 10,393 | $690K | 0.0% | +6.8% | 0.062% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,856 | $389K | 0.0% | -36.0% | 0.035% | |
| 10/28/2024 | Wade Financial Advisory Inc | 58,101 | $3.86M | 1.3% | +0.6% | 0.345% | |
| 10/28/2024 | Reston Wealth Management LLC | 247,245 | $16.41M | 5.9% | +3.4% | 1.467% | |
| 10/25/2024 | S.A. Mason LLC | 1,465 | $97K | 0.1% | N/A | 0.009% | |
| 10/25/2024 | Edge Financial Advisors LLC | 4,486 | $298K | 0.3% | N/A | 0.027% | |
| 10/25/2024 | Valmark Advisers Inc. | 357,206 | $23.70M | 0.4% | -1.3% | 2.120% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 14,459 | $959K | 0.0% | +12.9% | 0.086% | |
| 10/24/2024 | Financial Management Professionals Inc. | 473,239 | $31.40M | 3.9% | +0.9% | 2.809% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 9,043 | $600K | 0.1% | +14.2% | 0.054% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,872 | $788K | 0.0% | +2.7% | 0.070% | |
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| 10/24/2024 | Arkadios Wealth Advisors | 3,099 | $206K | 0.0% | N/A | 0.018% | |
| 10/23/2024 | BKM Wealth Management LLC | 26,621 | $1.77M | 0.7% | +3.0% | 0.158% | |
| 10/23/2024 | Schmidt P J Investment Management Inc. | 17,930 | $1.19M | 0.2% | +19.0% | 0.106% | |
| 10/22/2024 | Private Advisor Group LLC | 190,278 | $12.63M | 0.1% | +108.5% | 1.129% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 16,854 | $1.12M | 0.1% | +6.0% | 0.100% | |
| 10/15/2024 | FMA Wealth Management LLC | 75,428 | $5.01M | 3.6% | +124.2% | 0.448% | |
| 10/15/2024 | Ullmann Wealth Partners Group LLC | 559,595 | $37.13M | 4.8% | +4.4% | 3.321% | |
| 10/11/2024 | Empirical Asset Management LLC | 19,786 | $1.31M | 0.2% | +166.0% | 0.117% | |
| 10/9/2024 | Selective Wealth Management Inc. | 3,095 | $203K | 0.1% | N/A | 0.018% | |
| 10/9/2024 | GEM Asset Management LLC | 63,693 | $4.17M | 2.4% | +0.4% | 0.378% | |
| 10/8/2024 | CWM LLC | 23,459 | $1.56M | 0.0% | -17.9% | 0.139% | |
| 10/8/2024 | Brookstone Capital Management | 18,850 | $1.25M | 0.0% | N/A | 0.112% | |
| 10/7/2024 | Diversified Trust Co | 5,270 | $350K | 0.0% | -26.7% | 0.031% | |
| 10/7/2024 | Cora Capital Advisors LLC | 81,722 | $5.42M | 2.7% | +3.2% | 0.485% | |
| 9/5/2024 | Sanctuary Advisors LLC | 140,436 | $8.49M | 0.1% | N/A | 0.833% | |
| 8/22/2024 | Cetera Investment Advisers | 143,092 | $8.76M | 0.0% | +44.0% | 0.849% | |
| 8/21/2024 | Truist Financial Corp | 11,563 | $708K | 0.0% | +7.1% | 0.069% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 31,703 | $1.94M | 0.0% | +2.6% | 0.188% | |
| 8/16/2024 | Sepio Capital LP | 15,310 | $937K | 0.1% | -20.5% | 0.091% | |
| 8/15/2024 | Dynamic Wealth Strategies LLC | 37,950 | $2.32M | 2.0% | -1.8% | 0.225% | |
| 8/14/2024 | Wescott Financial Advisory Group LLC | 9,212 | $564K | 0.1% | -8.8% | 0.055% | |
| 8/12/2024 | Blair William & Co. IL | 6,387 | $391K | 0.0% | +9.2% | 0.038% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 292,377 | $17.90M | 0.0% | -6.1% | 1.735% | |
| 8/10/2024 | Plancorp LLC | 6,998 | $428K | 0.0% | +10.5% | 0.042% | |
| 8/9/2024 | CBIZ Investment Advisory Services LLC | 1,398 | $86K | 0.0% | -28.3% | 0.008% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 12,804 | $784K | 0.0% | +1.4% | 0.076% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 236,037 | $14.45M | 0.0% | -3.7% | 1.401% | |
| 8/8/2024 | Wealthspire Advisors LLC | 9,293 | $569K | 0.0% | -2.6% | 0.055% | |
| 8/8/2024 | LWM Advisory Services LLC | 10,539 | $645K | 0.5% | +26.0% | 0.063% | |
| 8/8/2024 | Ullmann Wealth Partners Group LLC | 535,895 | $32.80M | 4.7% | +5.1% | 3.180% | |
| 8/8/2024 | Frontier Asset Management LLC | 3,585 | $219K | 0.1% | N/A | 0.021% | |
| 8/7/2024 | GEM Asset Management LLC | 63,411 | $3.88M | 2.4% | +0.4% | 0.376% | |
| 8/6/2024 | DDFG Inc | 38,202 | $2.34M | 0.7% | +1.9% | 0.227% | |
| 8/6/2024 | Clearwater Capital Advisors LLC | 455,822 | $27.90M | 3.0% | -0.1% | 2.705% | |
| 8/5/2024 | Private Advisor Group LLC | 91,259 | $5.59M | 0.0% | +605.8% | 0.542% | |
| 8/5/2024 | Addison Advisors LLC | 91,289 | $5.59M | 1.8% | -1.9% | 0.542% | |
| 8/3/2024 | Journey Advisory Group LLC | 89,351 | $5.47M | 0.7% | +51.8% | 0.530% | |
| 8/3/2024 | Foster & Motley Inc. | 18,437 | $1.13M | 0.1% | -4.1% | 0.109% | |
| 8/2/2024 | Cora Capital Advisors LLC | 79,203 | $4.85M | 2.5% | -0.7% | 0.470% | |
| 8/2/2024 | Cozad Asset Management Inc. | 46,164 | $2.83M | 0.3% | +9.1% | 0.274% | |
| 8/1/2024 | Valmark Advisers Inc. | 361,852 | $22.15M | 0.4% | N/A | 2.147% | |
| 7/31/2024 | Farther Finance Advisors LLC | 9,149 | $554K | 0.0% | +71.0% | 0.054% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 70,461 | $4.31M | 0.0% | -9.6% | 0.418% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,850 | $174K | 0.0% | N/A | 0.017% | |
| 7/29/2024 | Schmidt P J Investment Management Inc. | 15,072 | $923K | 0.2% | +59.6% | 0.089% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 38,933 | $2.38M | 0.1% | +108.4% | 0.231% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 7,920 | $485K | 0.1% | -2.2% | 0.047% | |
| 7/25/2024 | Wade Financial Advisory Inc | 57,776 | $3.54M | 1.3% | -5.2% | 0.343% | |
| 7/25/2024 | Tranquility Partners LLC | 5,287 | $324K | 0.1% | -4.3% | 0.031% | |
| 7/24/2024 | Premier Path Wealth Partners LLC | 33,528 | $2.05M | 0.3% | +5.0% | 0.199% | |
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| 7/23/2024 | GYL Financial Synergies LLC | 251,389 | $15.39M | 1.2% | -4.5% | 1.492% | |
| 7/22/2024 | Fox Financial Inc | 165,013 | $10.10M | 9.3% | N/A | 0.979% | |
| 7/20/2024 | Apollon Financial LLC | 59,522 | $3.64M | 1.2% | -1.5% | 0.353% | |
| 7/19/2024 | Western Financial Corp CA | 3,514 | $215K | 0.1% | +7.5% | 0.021% | |
| 7/19/2024 | FMA Wealth Management LLC | 33,647 | $2.06M | 1.7% | +6.8% | 0.200% | |
| 7/16/2024 | ORG Partners LLC | 1,496 | $91K | 0.0% | N/A | 0.009% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 11,563 | $708K | 0.0% | +9.1% | 0.069% | |
| 7/16/2024 | Searcy Financial Services Inc. ADV | 347,708 | $21.28M | 10.6% | N/A | 2.064% | |
| 7/12/2024 | QRG Capital Management Inc. | 9,734 | $596K | 0.0% | -32.1% | 0.058% | |
| 7/10/2024 | CWM LLC | 28,586 | $1.75M | 0.0% | -92.6% | 0.170% | |
