| 5/29/2024 | Soltis Investment Advisors LLC | 78,804 | $3.57M | 0.4% | -3.9% | 0.039% | |
| 5/24/2024 | Cetera Advisors LLC | 355,851 | $16.12M | 0.1% | +45.3% | 0.178% | |
| 5/24/2024 | Cetera Investment Advisers | 1,208,483 | $54.76M | 0.1% | +142.6% | 0.606% | |
| 5/22/2024 | Cedar Point Capital Partners LLC | 31,365 | $1.42M | 1.1% | +5.6% | 0.016% | |
| 5/21/2024 | Atria Investments Inc | 169,968 | $7.70M | 0.1% | +4.7% | 0.085% | |
| 5/17/2024 | Comerica Bank | 39,987 | $1.81M | 0.0% | +21.6% | 0.020% | |
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| 5/16/2024 | Jane Street Group LLC | 1,045,548 | $47.37M | 0.0% | -42.8% | 0.524% | |
| 5/16/2024 | Slagle Financial LLC | 72,998 | $3.31M | 1.8% | -48.7% | 0.037% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 23,236 | $1.02M | 0.0% | +4.9% | 0.012% | |
| 5/16/2024 | Ancora Advisors LLC | 32,678 | $1.48M | 0.0% | +8.6% | 0.016% | |
| 5/16/2024 | Waverly Advisors LLC | 81,963 | $3.71M | 0.1% | N/A | 0.041% | |
| 5/15/2024 | Kestra Advisory Services LLC | 1,338,674 | $60.66M | 0.4% | +29.4% | 0.671% | |
| 5/15/2024 | Linscomb Wealth Inc. | 160,570 | $7.28M | 0.4% | +4.4% | 0.080% | |
| 5/14/2024 | Advisors Asset Management Inc. | 10,198 | $462K | 0.0% | +6.0% | 0.005% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 41,765 | $1.89M | 0.1% | -92.0% | 0.021% | |
| 5/14/2024 | CreativeOne Wealth LLC | 15,601 | $707K | 0.0% | N/A | 0.008% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 308,324 | $13.97M | 3.0% | +33.0% | 0.155% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 56,372 | $2.55M | 0.3% | N/A | 0.028% | |
| 5/14/2024 | Leelyn Smith LLC | 62,815 | $2.85M | 0.6% | -4.1% | 0.031% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 25,826 | $1.17M | 0.7% | -25.9% | 0.013% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 539,640 | $24.45M | 7.0% | +8.4% | 0.270% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 7,623 | $345K | 0.0% | N/A | 0.004% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 10,289 | $466K | 0.0% | +10.2% | 0.005% | |
| 5/10/2024 | Osaic Holdings Inc. | 2,841,164 | $128.76M | 0.3% | -9.0% | 1.424% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 16,617 | $753K | 0.3% | +193.8% | 0.008% | |
| 5/10/2024 | Nwam LLC | 37,031 | $1.66M | 0.1% | +331.6% | 0.019% | |
| 5/9/2024 | Leo Wealth LLC | 201,694 | $9.07M | 0.9% | +10.2% | 0.101% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 72,475 | $3.28M | 0.0% | +88.9% | 0.036% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 146,731 | $6.65M | 0.2% | +6.3% | 0.074% | |
| 5/9/2024 | Souders Financial Advisors | 192,999 | $8.75M | 1.4% | N/A | 0.097% | |
| 5/9/2024 | Interchange Capital Partners LLC | 33,959 | $1.55M | 1.0% | +20.4% | 0.017% | |
| 5/9/2024 | New Insight Wealth Advisors | 131,330 | $5.95M | 3.7% | +9.8% | 0.066% | |
| 5/8/2024 | Cozad Asset Management Inc. | 66,615 | $3.02M | 0.3% | +9.9% | 0.033% | |
| 5/8/2024 | Financial & Tax Architects LLC | 365,913 | $16.58M | 4.6% | +23.3% | 0.183% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 381,542 | $17.29M | 0.2% | +14.1% | 0.191% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 19,880 | $900K | 0.1% | -20.3% | 0.010% | |
| 5/7/2024 | WNY Asset Management LLC | 87,583 | $3.97M | 0.6% | +192.6% | 0.044% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 11,972 | $542K | 0.0% | N/A | 0.006% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 56,168 | $2.55M | 0.6% | +23.8% | 0.028% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 75,198 | $3.41M | 0.1% | +1.9% | 0.038% | |
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| 5/7/2024 | Allegheny Financial Group LTD | 188,911 | $8.56M | 2.6% | +7.8% | 0.095% | |
| 5/7/2024 | Primoris Wealth Advisors LLC | 138,060 | $6.26M | 5.0% | +7.0% | 0.069% | |
| 5/7/2024 | Horizon Investment Services LLC | 61,081 | $2.77M | 1.4% | +6.4% | 0.031% | |
| 5/7/2024 | LPF Advisors LLC | 219,404 | $9.94M | 10.0% | +2.5% | 0.110% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 257,218 | $11.66M | 0.2% | +6.0% | 0.129% | |
| 5/7/2024 | PFG Advisors | 88,490 | $4.01M | 0.3% | +13.8% | 0.044% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 42,861 | $1.94M | 0.5% | +17.3% | 0.021% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 137,827 | $6.25M | 0.0% | +39.5% | 0.069% | |
| 5/6/2024 | CFO4Life Group LLC | 27,440 | $1.24M | 0.2% | -81.1% | 0.014% | |
| 5/6/2024 | Advisory Services Network LLC | 94,418 | $4.28M | 0.1% | +23.7% | 0.048% | |
| 5/6/2024 | Destiny Capital Corp CO | 252,040 | $11.42M | 8.0% | +11.4% | 0.127% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 2,114 | $96K | 0.0% | +22.9% | 0.001% | |
| 5/4/2024 | 9258 Wealth Management LLC | 4,565 | $207K | 0.0% | N/A | 0.002% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 25,114 | $1.14M | 0.1% | -1.0% | 0.013% | |
| 5/4/2024 | Csenge Advisory Group | 83,124 | $3.77M | 0.2% | +21.7% | 0.042% | |
| 5/3/2024 | MontVue Capital Management Inc. | 16,148 | $732K | 0.6% | -7.1% | 0.008% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 88,323 | $4.00M | 0.2% | N/A | 0.045% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 14,859 | $673K | 0.1% | +57.4% | 0.007% | |
| 5/3/2024 | Integrity Financial Corp WA | 4,994 | $226K | 0.2% | N/A | 0.003% | |
| 5/2/2024 | Centerpoint Advisors LLC | 816 | $37K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 5,675 | $257K | 0.0% | +7.5% | 0.003% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 18,594 | $842K | 0.0% | -3.1% | 0.009% | |
| 5/2/2024 | Clear Investment Research LLC | 65,785 | $2.98M | 4.0% | +81.1% | 0.033% | |
| 5/2/2024 | Lincoln National Corp | 115,374 | $5.23M | 0.1% | +20.0% | 0.058% | |
| 5/2/2024 | Comprehensive Wealth Management LLC | 17,094 | $775K | 0.6% | +11.9% | 0.009% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 215,939 | $9.78M | 1.6% | +25.1% | 0.109% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 34,796 | $1.58M | 0.5% | N/A | 0.018% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 109,082 | $4.94M | 0.0% | +28.2% | 0.055% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 4,600 | $208K | 0.0% | -39.8% | 0.002% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 19,573 | $890K | 0.1% | +24.7% | 0.010% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 73,702 | $3.34M | 0.4% | +439.4% | 0.037% | |
| 5/1/2024 | Mission Wealth Management LP | 5,645 | $256K | 0.0% | N/A | 0.003% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 2,437,462 | $110.44M | 1.4% | +11.3% | 1.229% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 152,522 | $6.91M | 1.6% | +3.9% | 0.077% | |
| 4/30/2024 | Private Advisor Group LLC | 102,154 | $4.63M | 0.0% | -1.4% | 0.052% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 26,866 | $1.22M | 0.1% | -6.7% | 0.014% | |
| 4/30/2024 | Curtis Advisory Group LLC | 8,954 | $406K | 0.2% | +8.2% | 0.005% | |
| 4/30/2024 | Hartline Investment Corp | 21,441 | $971K | 0.2% | N/A | 0.011% | |
| 4/30/2024 | Arkadios Wealth Advisors | 6,244 | $283K | 0.0% | +5.5% | 0.003% | |
| 4/30/2024 | Perigon Wealth Management LLC | 10,209 | $463K | 0.0% | +65.5% | 0.005% | |
| 4/30/2024 | Madison Wealth Partners Inc | 90,529 | $4.10M | 1.5% | +35.8% | 0.046% | |
| 4/30/2024 | Investment Advisory Group LLC | 20,236 | $917K | 0.4% | +47.4% | 0.010% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,380,042 | $62.53M | 0.1% | -10.2% | 0.696% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 9,916 | $449K | 0.0% | +7.9% | 0.005% | |
| 4/29/2024 | Paragon Advisors LLC | 78,948 | $3.58M | 1.4% | -23.3% | 0.040% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 83,469 | $3.68M | 0.7% | N/A | 0.042% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 62,118 | $2.82M | 1.9% | -2.6% | 0.031% | |
| 4/29/2024 | RWA Wealth Partners LLC | 77,494 | $3.51M | 0.0% | -6.9% | 0.039% | |
| 4/29/2024 | Wealthspan Partners LLC | 18,121 | $821K | 0.5% | +33.0% | 0.009% | |
| 4/27/2024 | Weatherly Asset Management L. P. | 474,635 | $21.59M | 2.1% | +16.8% | 0.239% | |
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| 4/26/2024 | Schmidt P J Investment Management Inc. | 120,558 | $5.46M | 1.0% | +17.8% | 0.061% | |
| 4/26/2024 | SlateStone Wealth LLC | 8,616 | $390K | 0.0% | -5.6% | 0.004% | |
| 4/26/2024 | Bond & Devick Financial Network Inc. | 13,971 | $633K | 0.3% | +14.7% | 0.007% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 7,737 | $351K | 0.2% | -49.0% | 0.004% | |
| 4/26/2024 | Caliber Wealth Management LLC | 97,175 | $4.40M | 2.3% | -2.5% | 0.049% | |
| 4/25/2024 | Professional Financial Advisors LLC | 32,399 | $1.47M | 0.4% | +45.2% | 0.016% | |
| 4/25/2024 | Eudaimonia Partners LLC | 99,068 | $4.49M | 1.1% | +10.2% | 0.050% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 84,836 | $3.84M | 2.0% | +17.5% | 0.043% | |
| 4/25/2024 | WestHill Financial Advisors Inc. | 620,039 | $28.09M | 6.9% | +7.4% | 0.313% | |
| 4/25/2024 | Presidio Capital Management LLC | 505,921 | $22.92M | 16.7% | +0.6% | 0.255% | |
