| 5/11/2024 | Beaumont Financial Advisors LLC | 50,118 | $10.28M | 0.8% | -0.8% | 0.168% | |
| 5/11/2024 | Capital Wealth Alliance LLC | 2,438 | $500K | 0.3% | N/A | 0.008% | |
| 5/11/2024 | Edgestream Partners L.P. | 1,265 | $259K | 0.0% | N/A | 0.004% | |
| 5/10/2024 | Osaic Holdings Inc. | 150,979 | $30.96M | 0.1% | -17.5% | 0.505% | |
| 5/10/2024 | Bright Financial Advisors Inc. | 8,260 | $1.69M | 1.2% | N/A | 0.028% | |
| 5/10/2024 | Nwam LLC | 4,384 | $894K | 0.1% | -2.6% | 0.015% | |
|
| 5/9/2024 | Orion Portfolio Solutions LLC | 5,847 | $1.20M | 0.0% | +8.2% | 0.020% | |
| 5/9/2024 | Blair William & Co. IL | 5,935 | $1.22M | 0.0% | -14.4% | 0.020% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 3,178 | $652K | 0.0% | -3.0% | 0.011% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 18,574 | $3.81M | 0.1% | +205.0% | 0.062% | |
| 5/8/2024 | Cozad Asset Management Inc. | 1,056 | $217K | 0.0% | N/A | 0.004% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 21,187 | $4.35M | 0.0% | -5.6% | 0.071% | |
| 5/8/2024 | Russell Investments Group Ltd. | 458 | $94K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | O Dell Group LLC | 108,623 | $22.28M | 5.5% | -1.5% | 0.363% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 7,270 | $1.49M | 0.1% | +17.0% | 0.024% | |
| 5/7/2024 | NTV Asset Management LLC | 29,419 | $6.03M | 0.9% | -4.9% | 0.098% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 37,456 | $7.68M | 0.1% | +38.6% | 0.125% | |
| 5/7/2024 | PFG Advisors | 36,069 | $7.40M | 0.5% | +1,378.8% | 0.121% | |
| 5/6/2024 | Quantbot Technologies LP | 1,396 | $286K | 0.0% | -24.4% | 0.005% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,032 | $2.26M | 0.0% | +32.1% | 0.037% | |
| 5/6/2024 | Advisory Services Network LLC | 86,721 | $17.79M | 0.4% | +2.3% | 0.290% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 2,499 | $513K | 0.2% | -3.5% | 0.008% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 6,977 | $1.43M | 0.1% | +34.8% | 0.023% | |
| 5/4/2024 | Csenge Advisory Group | 2,215 | $454K | 0.0% | -41.9% | 0.007% | |
| 5/3/2024 | Catalina Capital Group LLC | 1,020 | $209K | 0.1% | -17.5% | 0.003% | |
| 5/3/2024 | GSA Capital Partners LLP | 13,358 | $2.74M | 0.2% | +59.7% | 0.045% | |
| 5/2/2024 | Diversified LLC | 1,443 | $296K | 0.0% | -7.4% | 0.005% | |
| 5/2/2024 | Peregrine Asset Advisers Inc. | 1,000 | $205K | 0.1% | N/A | 0.003% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 1,378 | $283K | 0.0% | -6.1% | 0.005% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 1,000 | $205K | 0.0% | N/A | 0.003% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 93,645 | $19.21M | 0.1% | +8.8% | 0.313% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 66,462 | $13.63M | 0.2% | -2.0% | 0.222% | |
| 4/30/2024 | Private Advisor Group LLC | 55,296 | $11.34M | 0.1% | -8.6% | 0.183% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 1,173 | $241K | 0.1% | -84.4% | 0.004% | |
| 4/30/2024 | Hartline Investment Corp | 28,720 | $5.89M | 1.0% | N/A | 0.095% | |
| 4/30/2024 | Norden Group LLC | 8,700 | $1.78M | 0.1% | N/A | 0.029% | |
| 4/30/2024 | HB Wealth Management LLC | 3,072 | $630K | 0.0% | +14.3% | 0.010% | |
| 4/30/2024 | SpiderRock Advisors LLC | 1,347 | $272K | 0.0% | N/A | 0.004% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 1,496 | $307K | 0.2% | +10.4% | 0.005% | |
| 4/30/2024 | Arkadios Wealth Advisors | 12,502 | $2.56M | 0.2% | -2.0% | 0.041% | |
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| 4/30/2024 | Perigon Wealth Management LLC | 3,480 | $714K | 0.0% | +6.6% | 0.012% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 162,056 | $33.24M | 0.1% | -0.3% | 0.536% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 80,462 | $16.50M | 0.3% | +5.5% | 0.266% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 7,602 | $1.52M | 0.3% | -1.6% | 0.025% | |
| 4/27/2024 | Signature Wealth Management Partners LLC | 2,230 | $457K | 0.4% | -51.0% | 0.007% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 47,834 | $9.81M | 0.2% | +10.7% | 0.158% | |
| 4/26/2024 | Crestone Asset Management LLC | 23,276 | $4.77M | 1.0% | -3.1% | 0.077% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 4,799 | $984K | 0.1% | +86.7% | 0.016% | |
| 4/25/2024 | Q3 Asset Management | 1,316 | $269K | 0.1% | -86.9% | 0.004% | |
| 4/25/2024 | Lindbrook Capital LLC | 26,154 | $5.36M | 0.5% | -1.8% | 0.086% | |
| 4/25/2024 | Equitable Trust Co. | 1,291 | $265K | 0.0% | -22.8% | 0.004% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 4,021 | $825K | 0.1% | -4.1% | 0.013% | |
| 4/25/2024 | Triumph Capital Management | 1,041 | $214K | 0.1% | -33.8% | 0.003% | |
| 4/25/2024 | MTM Investment Management LLC | 8,742 | $1.79M | 0.7% | -1.1% | 0.029% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 4,664 | $921K | 0.0% | +2.4% | 0.015% | |
| 4/25/2024 | Summit Financial LLC | 4,661 | $956K | 0.1% | +12.8% | 0.015% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 103,563 | $21.24M | 0.1% | +16.7% | 0.342% | |
| 4/24/2024 | Activest Wealth Management | 216 | $44K | 0.0% | -37.0% | 0.001% | |
| 4/24/2024 | Spire Wealth Management | 3,762 | $772K | 0.0% | +24.6% | 0.012% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,752 | $564K | 0.0% | -4.3% | 0.009% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 17,809 | $3.65M | 2.0% | -2.4% | 0.059% | |
| 4/23/2024 | TriaGen Wealth Management LLC | 12,478 | $2.56M | 1.1% | +3.1% | 0.041% | |
| 4/23/2024 | Fifth Third Bancorp | 150 | $31K | 0.0% | -69.3% | 0.000% | |
| 4/23/2024 | Strategic Blueprint LLC | 2,230 | $457K | 0.0% | -10.4% | 0.007% | |
| 4/23/2024 | Accurate Wealth Management LLC | 1,172 | $226K | 0.1% | N/A | 0.004% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 294,407 | $60.38M | 0.1% | -7.5% | 0.973% | |
| 4/22/2024 | Nilsine Partners LLC | 79,667 | $16.34M | 2.2% | +65.9% | 0.263% | |
| 4/22/2024 | PFG Investments LLC | 1,982 | $406K | 0.0% | N/A | 0.007% | |
| 4/22/2024 | Raymond James & Associates | 220,682 | $45.26M | 0.0% | -2.2% | 0.730% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 4,354 | $893K | 0.1% | +67.2% | 0.014% | |
| 4/20/2024 | Kesler Norman & Wride LLC | 5,239 | $1.07M | 0.2% | +2.0% | 0.017% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 1,378 | $283K | 0.1% | -36.3% | 0.005% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 6,650 | $1.36M | 0.1% | -2.9% | 0.022% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 12,096 | $2.48M | 1.2% | +1.1% | 0.040% | |
| 4/19/2024 | Westside Investment Management Inc. | 8,392 | $1.72M | 0.4% | -1.1% | 0.028% | |
| 4/19/2024 | Norden Group LLC | 8,700 | $1.78M | 0.0% | N/A | 0.029% | |
| 4/19/2024 | Trust Co. of Oklahoma | 5,082 | $1.04M | 0.4% | +82.2% | 0.017% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 54,595 | $11.20M | 1.4% | +2.8% | 0.180% | |
| 4/18/2024 | Iams Wealth Management LLC | 12,212 | $2.46M | 1.5% | +58.4% | 0.040% | |
| 4/18/2024 | tru Independence LLC | 1,919 | $394K | 0.1% | -3.4% | 0.006% | |
| 4/18/2024 | WESPAC Advisors SoCal LLC | 4,747 | $974K | 0.3% | +5.7% | 0.016% | |
| 4/17/2024 | Dumont & Blake Investment Advisors LLC | 7,787 | $1.60M | 0.5% | -1.5% | 0.026% | |
| 4/17/2024 | Cannon Global Investment Management LLC | 20,400 | $4.18M | 11.2% | N/A | 0.067% | |
| 4/16/2024 | Toth Financial Advisory Corp | 14,118 | $2.90M | 0.4% | +4.4% | 0.047% | |
| 4/16/2024 | OneAscent Financial Services LLC | 6,125 | $1.26M | 0.1% | +10.7% | 0.020% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 180 | $37K | 0.0% | N/A | 0.001% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,488 | $1.54M | 0.0% | -7.4% | 0.025% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 1,459 | $299K | 0.0% | +23.2% | 0.005% | |
| 4/15/2024 | Aspiriant LLC | 2,970 | $609K | 0.0% | N/A | 0.010% | |
| 4/15/2024 | Sunbelt Securities Inc. | 3,030 | $621K | 0.1% | -63.7% | 0.010% | |
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| 4/15/2024 | Elevated Capital Advisors LLC | 1,224 | $251K | 0.1% | -33.8% | 0.004% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 3,983 | $817K | 0.5% | -6.3% | 0.011% | |
| 4/12/2024 | Annex Advisory Services LLC | 1,036 | $212K | 0.0% | -27.9% | 0.003% | |
| 4/12/2024 | Wealth Management Partners LLC | 32,371 | $6.64M | 3.4% | +0.6% | 0.092% | |
| 4/12/2024 | Worth Asset Management LLC | 3,495 | $717K | 0.4% | N/A | 0.010% | |
| 4/12/2024 | Ignite Planners LLC | 2,124 | $437K | 0.1% | -5.2% | 0.006% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 2,850 | $585K | 0.1% | -1.7% | 0.008% | |
| 4/12/2024 | Global Assets Advisory LLC | 871,878 | $178.81M | 0.6% | N/A | 2.480% | |
| 4/12/2024 | Southland Equity Partners LLC | 35,275 | $7.24M | 2.0% | -1.9% | 0.100% | |
| 4/11/2024 | International Assets Investment Management LLC | 3,625 | $746K | 0.0% | -99.5% | 0.010% | |
