| 11/18/2024 | Strait & Sound Wealth Management LLC | 48,360 | $2.42M | 1.2% | -0.7% | 0.580% | |
| 11/15/2024 | Executive Wealth Management LLC | 315,951 | $15.78M | 1.2% | +2.8% | 3.788% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 278,033 | $13.89M | 0.3% | +2.4% | 3.334% | |
| 11/15/2024 | Jane Street Group LLC | 40,932 | $2.04M | 0.0% | +184.3% | 0.491% | |
| 11/15/2024 | Stifel Financial Corp | 393,879 | $19.67M | 0.0% | N/A | 4.723% | |
| 11/15/2024 | HighTower Advisors LLC | 276,284 | $13.77M | 0.0% | -7.1% | 3.313% | |
|
| 11/15/2024 | Benjamin Edwards Inc. | 304,228 | $15.19M | 0.2% | N/A | 3.648% | |
| 11/13/2024 | Townsquare Capital LLC | 130,028 | $6.49M | 0.1% | +66.0% | 1.559% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 34,918 | $1.74M | 0.0% | -8.4% | 0.419% | |
| 11/4/2024 | Sigma Planning Corp | 28,660 | $1.43M | 0.0% | +9.5% | 0.344% | |
| 11/1/2024 | Atria Investments Inc | 7,575 | $378K | 0.0% | N/A | 0.091% | |
| 11/1/2024 | Executive Wealth Management LLC | 315,951 | $15.78M | 2.0% | +2.8% | 3.788% | |
| 10/31/2024 | Confluence Investment Management LLC | 150,419 | $7.51M | 0.1% | N/A | 1.804% | |
| 10/31/2024 | Portside Wealth Group LLC | 13,488 | $674K | 0.1% | -4.1% | 0.162% | |
| 10/31/2024 | Smart Portfolios LLC | 50,084 | $2.50M | 2.6% | -24.2% | 0.601% | |
| 10/30/2024 | Legacy CG LLC | 26,704 | $1.33M | 0.4% | N/A | 0.320% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 24,817 | $1.24M | 0.0% | N/A | 0.298% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,471 | $73K | 0.0% | N/A | 0.018% | |
| 10/25/2024 | Diversify Wealth Management LLC | 9,289 | $462K | 0.0% | +93.8% | 0.111% | |
| 10/25/2024 | Strategic Blueprint LLC | 8,188 | $409K | 0.0% | +52.0% | 0.098% | |
| 10/23/2024 | Financial Guidance Group Inc. | 34,918 | $1.74M | 1.0% | -8.4% | 0.419% | |
| 10/23/2024 | Tanager Wealth Management LLP | 14,559 | $727K | 0.1% | -20.6% | 0.175% | |
| 10/21/2024 | Argus Investors Counsel Inc. | 10,079 | $503K | 0.3% | -47.6% | 0.121% | |
| 10/10/2024 | Shore Point Advisors LLC | 15,720 | $785K | 0.4% | +2.6% | 0.188% | |
| 10/8/2024 | CWM LLC | 125,648 | $6.28M | 0.0% | +17.7% | 1.507% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,569 | $278K | 0.0% | +18.0% | 0.067% | |
| 8/13/2024 | AE Wealth Management LLC | 916,896 | $45.41M | 0.5% | +16.2% | 10.994% | |
| 8/8/2024 | Executive Wealth Management LLC | 307,413 | $15.23M | 2.8% | N/A | 3.686% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 38,129 | $1.89M | 0.0% | -19.9% | 0.457% | |
| 7/27/2024 | Strategic Blueprint LLC | 5,388 | $267K | 0.0% | -50.0% | 0.065% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,496 | $1.07M | 0.0% | -3.5% | 0.258% | |
| 7/25/2024 | Tanager Wealth Management LLP | 18,330 | $908K | 0.1% | +49.2% | 0.220% | |
| 7/25/2024 | Financial Guidance Group Inc. | 38,129 | $1.89M | 1.2% | -19.9% | 0.457% | |
| 7/23/2024 | WESPAC Advisors SoCal LLC | 52,887 | $2.62M | 0.7% | +33.9% | 0.634% | |
| 7/23/2024 | Exchange Capital Management Inc. | 35,715 | $1.77M | 0.3% | +21.3% | 0.428% | |
| 7/19/2024 | Pasadena Private Wealth LLC | 110,921 | $5.49M | 1.3% | N/A | 1.330% | |
| 7/18/2024 | Portside Wealth Group LLC | 14,058 | $696K | 0.1% | -23.1% | 0.169% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,374 | $365K | 0.0% | -34.4% | 0.088% | |
| 7/10/2024 | CWM LLC | 106,728 | $5.29M | 0.0% | +22.3% | 1.280% | |
| 7/9/2024 | Astoria Portfolio Advisors LLC. | 8,218 | $407K | 0.1% | +14.5% | 0.099% | |
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| 7/9/2024 | Mather Group LLC. | 1,294 | $64K | 0.0% | +299.4% | 0.016% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 8,235 | $408K | 0.0% | N/A | 0.099% | |
| 5/17/2024 | Creekmur Asset Management LLC | 3,244 | $161K | 0.1% | -31.0% | 0.039% | |
| 5/11/2024 | Strait & Sound Wealth Management LLC | 57,609 | $2.85M | 1.6% | +0.6% | 0.691% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 264,578 | $13.13M | 0.1% | -4.9% | 3.172% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 74,303 | $3.69M | 0.0% | +252.6% | 0.891% | |
| 5/7/2024 | WealthPLAN Partners LLC | 5,765 | $286K | 0.0% | -4.1% | 0.069% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 1,212 | $60K | 0.0% | N/A | 0.015% | |
| 5/1/2024 | Tanager Wealth Management LLP | 12,286 | $610K | 0.1% | -96.7% | 0.147% | |
| 5/1/2024 | Financial Guidance Group Inc. | 47,613 | $2.36M | 1.5% | -0.8% | 0.571% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 5,295 | $263K | 0.0% | N/A | 0.063% | |
| 4/30/2024 | Norden Group LLC | 222,324 | $11.18M | 0.8% | +1,636.9% | 2.666% | |
| 4/29/2024 | RWA Wealth Partners LLC | 4,667 | $232K | 0.0% | -80.7% | 0.056% | |
| 4/25/2024 | Argus Investors Counsel Inc. | 19,219 | $954K | 0.6% | N/A | 0.230% | |
| 4/23/2024 | Global Retirement Partners LLC | 3,590 | $178K | 0.0% | +17.2% | 0.043% | |
| 4/23/2024 | Strategic Blueprint LLC | 10,776 | $535K | 0.0% | +14.7% | 0.129% | |
| 4/19/2024 | Norden Group LLC | 222,324 | $11.18M | 0.1% | +1,636.9% | 2.666% | |
| 4/18/2024 | Exchange Capital Management Inc. | 29,449 | $1.46M | 0.2% | +56.0% | 0.353% | |
| 4/18/2024 | WESPAC Advisors SoCal LLC | 39,497 | $1.96M | 0.5% | +2.6% | 0.474% | |
| 4/17/2024 | Municipal Employees Retirement System of Michigan | 2,387,980 | $118.52M | 1.5% | -47.0% | 28.633% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 7,176 | $355K | 0.1% | +78.1% | 0.086% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 19,744 | $980K | 0.0% | +71.1% | 0.237% | |
| 4/15/2024 | Sunbelt Securities Inc. | 13,366 | $663K | 0.1% | N/A | 0.160% | |
| 4/13/2024 | Wallace Advisory Group LLC | 4,951 | $246K | 0.2% | N/A | 0.047% | |
| 4/12/2024 | Lloyd Advisory Services LLC. | 74,265 | $3.67M | 0.7% | +479.5% | 0.706% | |
| 4/11/2024 | Salem Investment Counselors Inc. | 9,554 | $474K | 0.0% | -2.3% | 0.091% | |
| 3/19/2024 | Warren Street Wealth Advisors LLC | 22,117 | $1.10M | 0.6% | +438.9% | 0.210% | |
| 3/1/2024 | Creekmur Asset Management LLC | 4,704 | $234K | 0.1% | N/A | 0.045% | |
| 2/14/2024 | Visionary Wealth Advisors | 32,391 | $1.61M | 0.1% | -23.8% | 0.308% | |
| 2/14/2024 | Connectus Wealth LLC | 892,486 | $44.64M | 0.9% | +5.3% | 8.484% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 768 | $38K | 0.0% | N/A | 0.007% | |
| 2/13/2024 | Lloyd Advisory Services LLC. | 12,815 | $638K | 0.3% | N/A | 0.122% | |
| 2/12/2024 | Relative Value Partners Group LLC | 116,079 | $5.78M | 0.4% | +3.3% | 1.103% | |
| 2/12/2024 | Stifel Financial Corp | 1,300,799 | $64.75M | 0.1% | -31.4% | 12.365% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 278,165 | $13.85M | 0.2% | +40.8% | 2.644% | |
| 2/8/2024 | Strait & Sound Wealth Management LLC | 57,255 | $2.85M | 1.8% | +16.9% | 0.544% | |
| 2/8/2024 | Exchange Capital Management Inc. | 18,878 | $940K | 0.2% | +48.9% | 0.179% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 21,071 | $1.05M | 0.0% | -88.2% | 0.200% | |
| 2/7/2024 | Shore Point Advisors LLC | 14,769 | $735K | 0.5% | +4.7% | 0.140% | |
| 2/7/2024 | Astoria Portfolio Advisors LLC. | 4,030 | $200K | 0.1% | N/A | 0.038% | |
| 2/7/2024 | Principal Securities Inc. | 538 | $27K | 0.0% | N/A | 0.005% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 11,541 | $575K | 0.0% | +25.1% | 0.110% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 873,510 | $43.48M | 0.9% | -29.3% | 8.303% | |
| 2/6/2024 | Benjamin Edwards Inc. | 44,624 | $2.22M | 0.5% | -58.0% | 0.424% | |
| 2/5/2024 | Norden Group LLC | 12,800 | $643K | 0.1% | N/A | 0.122% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 5,077 | $253K | 0.0% | +270.0% | 0.048% | |
| 2/1/2024 | RWA Wealth Partners LLC | 24,150 | $1.20M | 0.0% | N/A | 0.230% | |
| 2/1/2024 | Sigma Planning Corp | 12,445 | $620K | 0.0% | -48.7% | 0.118% | |
| 2/1/2024 | CWM LLC | 47,361 | $2.36M | 0.0% | +15,428.2% | 0.450% | |
| 1/31/2024 | Tanager Wealth Management LLP | 373,547 | $18.68M | 3.4% | +39.7% | 3.551% | |
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| 1/26/2024 | Cerity Partners LLC | 8,252 | $411K | 0.0% | N/A | 0.078% | |
| 1/26/2024 | Financial Guidance Group Inc. | 47,999 | $2.39M | 1.7% | +251.6% | 0.456% | |
| 1/25/2024 | Strategic Blueprint LLC | 9,392 | $468K | 0.0% | N/A | 0.089% | |
| 1/25/2024 | WESPAC Advisors SoCal LLC | 38,507 | $1.92M | 0.6% | -46.2% | 0.366% | |
| 1/17/2024 | Kingdom Financial Group LLC. | 15,075 | $750K | 0.7% | N/A | 0.143% | |
| 1/16/2024 | 3EDGE Asset Management LP | 307,230 | $15.29M | 1.2% | N/A | 2.920% | |
| 1/16/2024 | Portside Wealth Group LLC | 23,822 | $1.19M | 0.2% | N/A | 0.226% | |
| 1/16/2024 | Salem Investment Counselors Inc. | 9,783 | $489K | 0.0% | +3.4% | 0.093% | |
| 1/12/2024 | Fortitude Family Office LLC | 907 | $45K | 0.0% | N/A | 0.009% | |
| 1/8/2024 | Richard P Slaughter Associates Inc | 4,934 | $246K | 0.1% | N/A | 0.047% | |
