| 11/18/2024 | Arete Wealth Advisors LLC | 11,928 | $486K | 0.0% | +13.6% | 0.110% | |
| 11/15/2024 | Continuum Advisory LLC | 30,031 | $1.23M | 0.2% | +38.2% | 0.278% | |
| 11/15/2024 | Stifel Financial Corp | 15,359 | $629K | 0.0% | +43.3% | 0.142% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 15,717 | $644K | 0.2% | -2.7% | 0.146% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 317,757 | $13.02M | 0.0% | +13.8% | 2.942% | |
| 11/13/2024 | FMR LLC | 145,746 | $5.97M | 0.0% | +15.5% | 1.350% | |
|
| 11/12/2024 | Studio Investment Management LLC | 25,604 | $1.05M | 0.2% | -5.3% | 0.237% | |
| 11/8/2024 | Grant Street Asset Management Inc. | 108,322 | $4.44M | 1.3% | +2.1% | 1.003% | |
| 11/8/2024 | Equita Financial Network Inc. | 16,609 | $680K | 0.2% | N/A | 0.154% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 28,351 | $1.16M | 0.0% | -3.6% | 0.263% | |
| 11/5/2024 | Souders Financial Advisors | 6,374 | $261K | 0.0% | -97.8% | 0.059% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 17,169 | $703K | 0.0% | -3.4% | 0.159% | |
| 11/5/2024 | Harbour Investments Inc. | 6,669 | $273K | 0.0% | +90.7% | 0.062% | |
| 11/4/2024 | Beam Wealth Advisors Inc. | 11,898 | $487K | 0.1% | +18.8% | 0.110% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 48,340 | $1.98M | 0.0% | +19.9% | 0.448% | |
| 11/4/2024 | Sigma Planning Corp | 47,852 | $1.96M | 0.1% | N/A | 0.443% | |
| 10/31/2024 | NavPoint Financial Inc. | 22,675 | $929K | 0.7% | +1.4% | 0.210% | |
| 10/31/2024 | Cozad Asset Management Inc. | 23,847 | $977K | 0.1% | -11.5% | 0.221% | |
| 10/30/2024 | United Advisor Group LLC | 181,239 | $7.42M | 1.7% | +13.7% | 1.678% | |
| 10/29/2024 | Empire Life Investments Inc. | 103,348 | $4.23M | 0.3% | +34.1% | 0.957% | |
| 10/28/2024 | TPG Advisors LLC | 88,002 | $3.61M | 2.8% | +4.0% | 0.815% | |
| 10/28/2024 | US Bancorp DE | 1,408 | $58K | 0.0% | N/A | 0.013% | |
| 10/25/2024 | Strategic Blueprint LLC | 16,836 | $690K | 0.0% | -2.7% | 0.156% | |
| 10/23/2024 | Allworth Financial LP | 1,424 | $58K | 0.0% | +55.5% | 0.013% | |
| 10/22/2024 | International Assets Investment Management LLC | 49,152 | $2.01M | 0.0% | N/A | 0.455% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 724,560 | $29.68M | 0.3% | -2.4% | 6.709% | |
| 10/21/2024 | Evernest Financial Advisors LLC | 9,930 | $407K | 0.1% | -21.6% | 0.092% | |
| 10/19/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 5,340 | $219K | 0.0% | N/A | 0.049% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 122,579 | $5.02M | 0.2% | +1.7% | 1.135% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 42,785 | $1.75M | 0.1% | +8.7% | 0.396% | |
| 10/9/2024 | Adirondack Trust Co. | 5,950 | $244K | 0.1% | +41.7% | 0.055% | |
| 10/8/2024 | CWM LLC | 15,424 | $632K | 0.0% | +1,832.8% | 0.143% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 6,585 | $270K | 0.0% | -6.9% | 0.061% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 1,660 | $66K | 0.0% | N/A | 0.015% | |
| 8/28/2024 | Souders Financial Advisors | 283,561 | $10.92M | 1.6% | +3.4% | 2.626% | |
| 8/22/2024 | Cetera Investment Advisers | 128,092 | $4.93M | 0.0% | +3.4% | 1.186% | |
| 8/21/2024 | Truist Financial Corp | 31,113 | $1.20M | 0.0% | +38.2% | 0.288% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 33,081 | $1.27M | 0.0% | +20.3% | 0.306% | |
| 8/13/2024 | TPG Advisors LLC | 84,626 | $3.26M | 2.8% | N/A | 0.784% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 16,149 | $622K | 0.2% | +11.0% | 0.150% | |
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| 8/12/2024 | Blair William & Co. IL | 7,242 | $279K | 0.0% | N/A | 0.067% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 40,328 | $1.55M | 0.0% | +6.0% | 0.373% | |
| 8/10/2024 | Yarger Wealth Strategies LLC | 247,699 | $9.54M | 5.7% | +3.4% | 2.294% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 441,223 | $16.99M | 0.0% | +2.9% | 4.085% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 43,514 | $1.68M | 0.1% | +0.7% | 0.403% | |
| 8/8/2024 | Evernest Financial Advisors LLC | 12,663 | $488K | 0.2% | -27.1% | 0.117% | |
| 8/8/2024 | Frontier Asset Management LLC | 281,622 | $10.84M | 3.9% | -1.1% | 2.608% | |
| 8/7/2024 | Studio Investment Management LLC | 27,043 | $1.04M | 0.2% | +9.7% | 0.250% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 10,011 | $385K | 0.1% | +8.8% | 0.093% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 18,541 | $714K | 0.0% | N/A | 0.172% | |
| 8/2/2024 | Cozad Asset Management Inc. | 26,937 | $1.04M | 0.1% | +9.2% | 0.249% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 17,776 | $684K | 0.0% | -13.5% | 0.165% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 416,309 | $16.03M | 0.0% | +9.0% | 3.855% | |
| 7/26/2024 | Financial Connections Group Inc. | 52,828 | $2.03M | 1.1% | -33.4% | 0.489% | |
| 7/26/2024 | Harbour Investments Inc. | 3,498 | $135K | 0.0% | +9.7% | 0.032% | |
| 7/26/2024 | NavPoint Financial Inc. | 22,372 | $861K | 0.7% | +1.7% | 0.207% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 28,507 | $1.10M | 0.0% | -72.0% | 0.264% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 29,401 | $1.13M | 0.0% | N/A | 0.272% | |
| 7/20/2024 | Continuum Advisory LLC | 21,735 | $837K | 0.1% | +11.0% | 0.201% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 12,829 | $494K | 0.0% | +15.1% | 0.119% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,138 | $275K | 0.0% | +12.9% | 0.066% | |
| 7/16/2024 | EWG Elevate Inc. | 100,939 | $3.89M | 1.4% | N/A | 0.935% | |
| 7/16/2024 | Sequoia Financial Advisors LLC | 742,393 | $28.58M | 0.3% | +5.0% | 6.874% | |
| 7/11/2024 | John W. Brooker & Co. CPAs | 14,625 | $563K | 0.3% | +11.3% | 0.135% | |
| 7/10/2024 | CWM LLC | 798 | $31K | 0.0% | N/A | 0.007% | |
| 5/24/2024 | Cetera Advisors LLC | 5,503 | $209K | 0.0% | N/A | 0.051% | |
| 5/24/2024 | Cetera Investment Advisers | 123,840 | $4.71M | 0.0% | +346.7% | 1.147% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 38,033 | $1.45M | 0.0% | -2.9% | 0.352% | |
| 5/9/2024 | Souders Financial Advisors | 274,201 | $10.42M | 1.6% | +1.2% | 2.539% | |
| 5/8/2024 | Cozad Asset Management Inc. | 24,667 | $937K | 0.1% | +16.2% | 0.228% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 43,191 | $1.64M | 0.2% | -1.1% | 0.400% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,150 | $424K | 0.0% | -46.2% | 0.103% | |
| 5/4/2024 | Financial Connections Group Inc. | 79,304 | $3.01M | 3.3% | +44.2% | 0.734% | |
| 5/2/2024 | Centerpoint Advisors LLC | 1,422 | $54K | 0.0% | N/A | 0.013% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 7,168 | $272K | 0.0% | N/A | 0.066% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 103,483 | $3.93M | 1.3% | -1.1% | 0.958% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 706,941 | $26.86M | 0.3% | +2.2% | 6.546% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 9,201 | $350K | 0.2% | N/A | 0.085% | |
| 4/30/2024 | Perigon Wealth Management LLC | 19,018 | $723K | 0.0% | +6.4% | 0.176% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 381,834 | $14.51M | 0.0% | +5.5% | 3.536% | |
| 4/29/2024 | RWA Wealth Partners LLC | 55,086 | $2.09M | 0.0% | +4.0% | 0.510% | |
| 4/29/2024 | Yarger Wealth Strategies LLC | 239,520 | $9.10M | 6.2% | +112.4% | 2.218% | |
| 4/24/2024 | First Pacific Financial | 795 | $30K | 0.0% | +280.4% | 0.007% | |
| 4/23/2024 | Strategic Blueprint LLC | 17,460 | $663K | 0.0% | -30.7% | 0.163% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 26,590 | $1.01M | 0.1% | +5.0% | 0.248% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 15,844 | $602K | 0.5% | -2.7% | 0.148% | |
| 3/29/2024 | Adirondack Trust Co. | 4,037 | $150K | 0.1% | +22.6% | 0.042% | |
| 2/21/2024 | WNY Asset Management LLC | 306,202 | $10.80M | 1.8% | +2.2% | 3.157% | |
| 2/16/2024 | Studio Investment Management LLC | 26,507 | $935K | 0.2% | +44.5% | 0.273% | |
| 2/15/2024 | Garden State Investment Advisory Services LLC | 12,711 | $448K | 0.2% | +2.6% | 0.131% | |
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| 2/13/2024 | Cornerstone Advisory LLC | 44,848 | $1.58M | 0.2% | +1.1% | 0.462% | |
| 2/9/2024 | Advisory Services Network LLC | 39,698 | $1.40M | 0.0% | -1.9% | 0.409% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 101,709 | $3.59M | 0.0% | +8.0% | 1.049% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 43,663 | $1.54M | 0.1% | -6.2% | 0.450% | |
| 2/8/2024 | Wade G W & Inc. | 77,796 | $2.74M | 0.1% | +65.9% | 0.802% | |
| 2/8/2024 | Empire Life Investments Inc. | 73,548 | $2.59M | 0.2% | -22.5% | 0.758% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 20,715 | $731K | 0.0% | -2.7% | 0.214% | |
| 2/7/2024 | Principal Securities Inc. | 7,212 | $254K | 0.0% | N/A | 0.074% | |
| 2/6/2024 | NavPoint Financial Inc. | 22,113 | $780K | 0.7% | N/A | 0.228% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 39,178 | $1.38M | 0.0% | +1.1% | 0.404% | |
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