| 11/18/2024 | Hobbs Group Advisors LLC | 86,886 | $4.38M | 1.6% | -3.6% | 0.379% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 28,912 | $1.46M | 0.1% | -52.1% | 0.126% | |
| 11/18/2024 | Strait & Sound Wealth Management LLC | 254,837 | $12.85M | 6.2% | -8.3% | 1.112% | |
| 11/18/2024 | JDM Financial Group LLC | 288,253 | $14.54M | 7.9% | +10,231.6% | 1.258% | |
| 11/15/2024 | Executive Wealth Management LLC | 4,011 | $202K | 0.0% | N/A | 0.018% | |
| 11/15/2024 | MML Investors Services LLC | 53,891 | $2.72M | 0.0% | -3.2% | 0.235% | |
|
| 11/15/2024 | Orion Portfolio Solutions LLC | 481,918 | $24.31M | 0.5% | -15.0% | 2.104% | |
| 11/15/2024 | Jane Street Group LLC | 11,828 | $597K | 0.0% | -89.3% | 0.052% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 171,318 | $8.52M | 0.1% | N/A | 0.748% | |
| 11/15/2024 | Stifel Financial Corp | 8,138 | $410K | 0.0% | -44.7% | 0.036% | |
| 11/14/2024 | Encompass More Asset Management | 58,600 | $2.96M | 1.1% | -39.4% | 0.256% | |
| 11/14/2024 | Flow Traders U.S. LLC | 36,122 | $1.82M | 0.1% | -71.4% | 0.158% | |
| 11/13/2024 | Townsquare Capital LLC | 475,297 | $23.97M | 0.3% | -27.6% | 2.075% | |
| 11/13/2024 | Bank of Montreal Can | 250,776 | $12.65M | 0.0% | +8.4% | 1.095% | |
| 11/12/2024 | Cerity Partners LLC | 34,086 | $1.72M | 0.0% | N/A | 0.149% | |
| 11/12/2024 | Stonebrook Private Inc. | 60,950 | $3.07M | 0.8% | +163.4% | 0.266% | |
| 11/9/2024 | STAR Financial Bank | 8,216 | $414K | 0.3% | N/A | 0.036% | |
| 11/8/2024 | Avior Wealth Management LLC | 2,196 | $111K | 0.0% | +135.6% | 0.010% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 109,431 | $5.52M | 0.0% | -78.5% | 0.478% | |
| 11/6/2024 | Palo Alto Wealth Advisors LLC | 6,485 | $326K | 0.1% | N/A | 0.028% | |
| 11/5/2024 | Buck Wealth Strategies LLC | 8,167 | $412K | 0.1% | -6.3% | 0.036% | |
| 11/5/2024 | Carrera Capital Advisors | 1,868,251 | $94.24M | 23.0% | N/A | 8.155% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 635,357 | $32.05M | 0.5% | -0.9% | 2.773% | |
| 11/5/2024 | WealthPlan Investment Management LLC | 19,893 | $1.00M | 0.1% | -89.3% | 0.087% | |
| 11/4/2024 | Sigma Planning Corp | 156,862 | $7.91M | 0.2% | -3.7% | 0.685% | |
| 11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 9,128 | $460K | 0.1% | +9.4% | 0.040% | |
| 11/1/2024 | Executive Wealth Management LLC | 4,011 | $202K | 0.0% | N/A | 0.018% | |
| 10/31/2024 | Portside Wealth Group LLC | 81,748 | $4.12M | 0.7% | -34.2% | 0.357% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 32,063 | $1.62M | 0.0% | N/A | 0.140% | |
| 10/29/2024 | Farther Finance Advisors LLC | 18,759 | $946K | 0.0% | +17.6% | 0.082% | |
| 10/25/2024 | Diversify Wealth Management LLC | 163,033 | $8.20M | 0.7% | +202.6% | 0.712% | |
| 10/25/2024 | Strategic Blueprint LLC | 34,071 | $1.72M | 0.1% | +18.0% | 0.149% | |
| 10/25/2024 | a16z Perennial Management L.P. | 1,392,000 | $70.21M | 8.3% | -8.7% | 6.076% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 35,885 | $1.81M | 0.0% | -29.5% | 0.157% | |
| 10/23/2024 | Northland Capital Management LLC | 473,290 | $23.87M | 13.7% | N/A | 2.066% | |
| 10/23/2024 | Tanager Wealth Management LLP | 1,353,359 | $68.26M | 9.2% | +5.6% | 5.907% | |
| 10/22/2024 | WT Wealth Management | 21,132 | $1.06M | 0.3% | +44.1% | 0.092% | |
| 10/21/2024 | Argus Investors Counsel Inc. | 11,124 | $561K | 0.4% | -9.1% | 0.049% | |
| 10/21/2024 | Sweeney & Michel LLC | 28,837 | $1.45M | 0.6% | +211.5% | 0.126% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 5,821 | $294K | 0.0% | -43.2% | 0.025% | |
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| 10/18/2024 | Warren Street Wealth Advisors LLC | 84,604 | $4.27M | 1.8% | +93.9% | 0.369% | |
| 10/18/2024 | Etesian Wealth Advisors Inc. | 10,011 | $505K | 0.2% | N/A | 0.044% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 5,620 | $283K | 0.0% | +18.1% | 0.025% | |
| 10/10/2024 | Shore Point Advisors LLC | 40,746 | $2.06M | 1.1% | +2.1% | 0.178% | |
| 10/9/2024 | Private Advisory Group LLC | 22,402 | $1.13M | 0.1% | N/A | 0.098% | |
| 10/9/2024 | Matrix Trust Co | 4,855 | $245K | 0.0% | -45.5% | 0.021% | |
| 10/8/2024 | CWM LLC | 443,091 | $22.35M | 0.1% | +2.5% | 1.934% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,488 | $378K | 0.0% | +51.5% | 0.033% | |
| 10/8/2024 | Northwest Capital Management Inc | 917 | $46K | 0.0% | +670.6% | 0.004% | |
| 10/8/2024 | Mather Group LLC. | 2,296 | $116K | 0.0% | -90.1% | 0.010% | |
| 10/5/2024 | Wallace Advisory Group LLC | 55,905 | $2.81M | 2.0% | -1.3% | 0.244% | |
| 8/22/2024 | Cetera Investment Advisers | 2,409,670 | $121.16M | 0.3% | -2.7% | 10.518% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 20,736 | $1.04M | 0.0% | -9.3% | 0.091% | |
| 8/16/2024 | Wallace Advisory Group LLC | 56,633 | $2.85M | 2.1% | +15.3% | 0.247% | |
| 8/16/2024 | Buck Wealth Strategies LLC | 8,720 | $438K | 0.1% | N/A | 0.038% | |
| 8/14/2024 | Bank of Montreal Can | 231,242 | $11.63M | 0.0% | +8.6% | 1.009% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 507,813 | $25.53M | 0.1% | -5.4% | 2.217% | |
| 8/12/2024 | Middleton & Co. Inc. MA | 5,300 | $266K | 0.0% | -90.6% | 0.023% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 14,851 | $747K | 0.0% | -13.7% | 0.065% | |
| 8/9/2024 | WealthPLAN Partners LLC | 115,960 | $5.83M | 0.6% | -13.0% | 0.506% | |
| 8/9/2024 | Total Clarity Wealth Management Inc. | 8,888 | $447K | 0.2% | -11.3% | 0.039% | |
| 8/8/2024 | Diversify Wealth Management LLC | 53,873 | $2.71M | 0.3% | N/A | 0.235% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 61,515 | $3.09M | 0.4% | -39.7% | 0.269% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 53,193 | $2.68M | 0.0% | +15.3% | 0.232% | |
| 8/7/2024 | MGO One Seven LLC | 42,530 | $2.14M | 0.1% | N/A | 0.186% | |
| 8/6/2024 | Norden Group LLC | 15,369 | $773K | 0.2% | -12.1% | 0.067% | |
| 8/6/2024 | Stonebrook Private Inc. | 23,143 | $1.16M | 0.3% | N/A | 0.101% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 10,257 | $516K | 0.0% | -19.8% | 0.045% | |
| 8/2/2024 | Acorn Financial Advisory Services Inc. ADV | 8,346 | $420K | 0.1% | +2.5% | 0.036% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 641,011 | $32.23M | 0.6% | -6.0% | 2.798% | |
| 7/31/2024 | Farther Finance Advisors LLC | 15,945 | $798K | 0.0% | +94.8% | 0.070% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 135,000 | $6.79M | 0.0% | +0.9% | 0.589% | |
| 7/31/2024 | Rothschild Investment LLC | 2,090 | $105K | 0.0% | N/A | 0.009% | |
| 7/30/2024 | Signaturefd LLC | 700 | $35K | 0.0% | N/A | 0.003% | |
| 7/29/2024 | Bank OZK | 7,067 | $355K | 0.2% | N/A | 0.031% | |
| 7/27/2024 | Encompass More Asset Management | 96,737 | $4.86M | 3.5% | +10.6% | 0.422% | |
| 7/27/2024 | Strategic Blueprint LLC | 28,862 | $1.45M | 0.1% | -50.1% | 0.126% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 292,236 | $14.69M | 0.1% | +5.5% | 1.276% | |
| 7/25/2024 | Pineridge Advisors LLC | 2,199,830 | $110.61M | 37.7% | +41.1% | 9.602% | |
| 7/25/2024 | Tanager Wealth Management LLP | 1,282,137 | $64.47M | 9.6% | +5.6% | 5.596% | |
| 7/23/2024 | WESPAC Advisors SoCal LLC | 54,530 | $2.74M | 0.7% | +31.7% | 0.238% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 4,760 | $239K | 0.0% | -8.6% | 0.021% | |
| 7/23/2024 | Exchange Capital Management Inc. | 44,388 | $2.23M | 0.4% | +12.4% | 0.194% | |
| 7/22/2024 | Legacy CG LLC | 22,017 | $1.11M | 0.4% | N/A | 0.096% | |
| 7/22/2024 | Argus Investors Counsel Inc. | 12,239 | $615K | 0.4% | +38.3% | 0.053% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 90,134 | $4.53M | 1.7% | N/A | 0.393% | |
| 7/20/2024 | Continuum Advisory LLC | 6,009 | $302K | 0.0% | -5.2% | 0.026% | |
| 7/19/2024 | Pasadena Private Wealth LLC | 66,535 | $3.35M | 0.8% | -32.5% | 0.290% | |
| 7/18/2024 | Baker Tilly Wealth Management LLC | 7,126 | $358K | 0.1% | -84.4% | 0.031% | |
| 7/18/2024 | Portside Wealth Group LLC | 124,304 | $6.25M | 1.2% | -16.9% | 0.543% | |
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| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 50,933 | $2.56M | 0.0% | -28.1% | 0.222% | |
| 7/12/2024 | Diversify Advisory Services LLC | 18,856 | $945K | 0.1% | -17.0% | 0.082% | |
| 7/10/2024 | Sweeney & Michel LLC | 9,256 | $464K | 0.2% | N/A | 0.040% | |
| 7/10/2024 | Matrix Trust Co | 8,914 | $448K | 0.1% | +4.2% | 0.039% | |
| 7/10/2024 | CWM LLC | 432,393 | $21.74M | 0.1% | +5.5% | 1.887% | |
| 7/9/2024 | Mather Group LLC. | 23,278 | $1.17M | 0.0% | +118.1% | 0.102% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 45,860 | $2.31M | 0.2% | +179.6% | 0.200% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 2,476,554 | $124.60M | 0.6% | +70.5% | 10.810% | |
| 5/24/2024 | Cetera Investment Advisers | 2,476,554 | $124.60M | 0.3% | N/A | 10.810% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 223,693 | $11.25M | 1.7% | N/A | 0.976% | |
