| 5/28/2024 | Verity Asset Management Inc. | 11,673 | $532K | 0.3% | -17.1% | 0.002% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 1,971,828 | $89.90M | 0.4% | +30.1% | 0.318% | |
| 5/24/2024 | Cetera Advisors LLC | 2,046,535 | $93.30M | 0.7% | +78.5% | 0.330% | |
| 5/24/2024 | Cetera Investment Advisers | 8,653,706 | $394.52M | 0.9% | +129.9% | 1.394% | |
| 5/24/2024 | Invst LLC | 861,146 | $38.87M | 4.6% | +6.1% | 0.139% | |
| 5/21/2024 | Atria Investments Inc | 1,414,878 | $64.50M | 0.9% | +40.3% | 0.228% | |
|
| 5/20/2024 | Independent Wealth Network Inc. | 7,284 | $332K | 0.2% | +3.9% | 0.001% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 22,617 | $1.02M | 0.3% | +106.9% | 0.004% | |
| 5/17/2024 | Comerica Bank | 191,525 | $8.73M | 0.0% | -13.7% | 0.031% | |
| 5/16/2024 | Redwood Investment Management LLC | 65,594 | $2.99M | 0.3% | +14.5% | 0.011% | |
| 5/16/2024 | Global Financial Private Client LLC | 10,299 | $465K | 0.2% | +27.4% | 0.002% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 633,060 | $27.67M | 0.6% | +34.8% | 0.102% | |
| 5/16/2024 | Ancora Advisors LLC | 207,048 | $9.44M | 0.2% | +11.6% | 0.033% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 153,318 | $6.99M | 0.2% | N/A | 0.025% | |
| 5/16/2024 | High Falls Advisors Inc | 1,214,341 | $55.36M | 13.9% | +32.4% | 0.196% | |
| 5/16/2024 | Icon Wealth Advisors LLC | 1,076,972 | $49.10M | 4.6% | +43.5% | 0.173% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 83,375 | $3.75M | 1.2% | +48.5% | 0.013% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 137,569 | $6.27M | 0.5% | +17.8% | 0.022% | |
| 5/15/2024 | Kestra Advisory Services LLC | 732,973 | $33.42M | 0.2% | +64.4% | 0.118% | |
| 5/15/2024 | Linscomb Wealth Inc. | 26,374 | $1.20M | 0.1% | -1.1% | 0.004% | |
| 5/14/2024 | JT Stratford LLC | 46,604 | $2.13M | 0.4% | +332.1% | 0.008% | |
| 5/14/2024 | Cadence Bank | 5,030 | $229K | 0.0% | +10.3% | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 10,384 | $473K | 0.0% | +119.9% | 0.002% | |
| 5/14/2024 | CreativeOne Wealth LLC | 2,393,402 | $109.12M | 4.3% | +114.8% | 0.386% | |
| 5/14/2024 | Tiemann Investment Advisors LLC | 268,122 | $12.22M | 5.5% | +7.4% | 0.043% | |
| 5/13/2024 | PAX Financial Group LLC | 606,496 | $27.65M | 5.5% | -1.8% | 0.098% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 36,986 | $1.69M | 0.9% | +38.5% | 0.006% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 4,978 | $227K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,998,851 | $91.14M | 0.2% | -78.2% | 0.322% | |
| 5/10/2024 | Wintrust Investments LLC | 212,939 | $9.71M | 0.9% | -7.3% | 0.034% | |
| 5/10/2024 | GM Advisory Group LLC | 1,038,260 | $47.33M | 3.3% | -6.6% | 0.167% | |
| 5/10/2024 | Nwam LLC | 56,506 | $2.54M | 0.2% | +47.0% | 0.009% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 805,180 | $36.71M | 0.4% | +36.1% | 0.130% | |
| 5/9/2024 | Renasant Bank | 30,643 | $1.40M | 1.0% | +7.9% | 0.005% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 5,185 | $236K | 0.0% | -15.1% | 0.001% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 12,942 | $590K | 0.0% | -38.6% | 0.002% | |
| 5/9/2024 | SageView Advisory Group LLC | 3,739 | $170K | 0.0% | -82.8% | 0.001% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 4,952 | $226K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Interchange Capital Partners LLC | 10,677 | $509K | 0.3% | +43.8% | 0.002% | |
| 5/9/2024 | Jacobson & Schmitt Advisors LLC | 624,246 | $28.46M | 6.7% | +5.8% | 0.100% | |
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| 5/8/2024 | West Wealth Group LLC | 288,029 | $13.13M | 4.9% | +96.5% | 0.046% | |
| 5/8/2024 | TSA Wealth Managment LLC | 364,071 | $16.60M | 7.2% | +45.0% | 0.059% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 832,448 | $37.95M | 0.3% | +39.2% | 0.134% | |
| 5/8/2024 | US Bancorp DE | 1,773,682 | $80.86M | 0.1% | +31.1% | 0.285% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 17,459 | $783K | 0.2% | -39.1% | 0.003% | |
| 5/8/2024 | QRG Capital Management Inc. | 4,886 | $223K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | New Republic Capital LLC | 18,957 | $864K | 0.5% | +39.9% | 0.003% | |
| 5/8/2024 | Semus Wealth Partners LLC | 11,857 | $541K | 0.5% | +5.3% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 145,140 | $6.62M | 0.7% | +67.1% | 0.023% | |
| 5/7/2024 | Sfmg LLC | 4,750 | $217K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 93,685 | $4.27M | 0.9% | +3.3% | 0.015% | |
| 5/7/2024 | Stonebrook Private Inc. | 130,501 | $5.95M | 1.7% | -18.2% | 0.021% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 75,543 | $3.44M | 0.1% | +72.8% | 0.012% | |
| 5/7/2024 | Atomi Financial Group Inc. | 239,358 | $10.91M | 1.0% | N/A | 0.039% | |
| 5/7/2024 | WealthPLAN Partners LLC | 78,900 | $3.60M | 0.4% | +76.0% | 0.013% | |
| 5/7/2024 | BOS Asset Management LLC | 22,319 | $1.02M | 0.5% | -50.1% | 0.004% | |
| 5/7/2024 | EQ LLC | 23,766 | $1.08M | 0.7% | +209.4% | 0.004% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 419,646 | $19.13M | 11.9% | +75.7% | 0.068% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 27,803 | $1.27M | 0.5% | +6.0% | 0.004% | |
| 5/7/2024 | PFG Advisors | 243,389 | $11.10M | 0.8% | +1.7% | 0.039% | |
| 5/7/2024 | Wealthspire Advisors LLC | 886,506 | $40.42M | 0.5% | -5.2% | 0.143% | |
| 5/7/2024 | Stokes Family Office LLC | 554,516 | $25.28M | 3.2% | +67.9% | 0.089% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,623,354 | $894.63M | 3.4% | +37.8% | 3.158% | |
| 5/6/2024 | CFO4Life Group LLC | 134,698 | $6.14M | 1.1% | +3.0% | 0.022% | |
| 5/6/2024 | Advisory Services Network LLC | 194,428 | $8.86M | 0.2% | +49.8% | 0.031% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 16,727 | $763K | 0.5% | -26.0% | 0.003% | |
| 5/4/2024 | Financial Connections Group Inc. | 11,061 | $505K | 0.6% | +6.7% | 0.002% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 206,433 | $9.41M | 5.7% | -3.0% | 0.033% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 4,835 | $220K | 0.1% | -29.7% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 48,344 | $2.20M | 0.1% | +10.1% | 0.008% | |
| 5/4/2024 | 9258 Wealth Management LLC | 317,913 | $14.49M | 2.3% | +0.6% | 0.051% | |
| 5/4/2024 | WBI Investments LLC | 32,681 | $1.49M | 0.3% | N/A | 0.005% | |
| 5/4/2024 | Commonwealth Retirement Investments LLC | 5,352 | $244K | 0.1% | +18.6% | 0.001% | |
| 5/4/2024 | Csenge Advisory Group | 201,491 | $9.19M | 0.5% | +38.1% | 0.032% | |
| 5/4/2024 | Richardson Financial Services Inc. | 24,908 | $1.14M | 0.8% | +12.0% | 0.004% | |
| 5/3/2024 | Catalina Capital Group LLC | 32,589 | $1.49M | 0.6% | +88.3% | 0.005% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 671,281 | $30.60M | 1.5% | +8.9% | 0.108% | |
| 5/3/2024 | TFB Advisors LLC | 18,542 | $823K | 0.3% | +98.9% | 0.003% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 28,595 | $1.30M | 0.2% | -9.6% | 0.005% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 100,738 | $4.59M | 3.9% | +45.1% | 0.016% | |
| 5/3/2024 | Liberty Wealth Management LLC | 325,904 | $14.81M | 2.9% | +25.1% | 0.053% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 73,623 | $3.32M | 0.4% | N/A | 0.012% | |
| 5/3/2024 | Smith Salley Wealth Management | 225,244 | $10.27M | 0.8% | -11.1% | 0.036% | |
| 5/3/2024 | Absolute Capital Management LLC | 46,890 | $2.14M | 1.4% | +30.8% | 0.008% | |
| 5/2/2024 | Mutual Advisors LLC | 267,307 | $12.19M | 0.4% | +7.2% | 0.043% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 69,915 | $3.19M | 0.1% | -24.2% | 0.011% | |
| 5/2/2024 | Financial Counselors Inc. | 13,379 | $610K | 0.0% | +2.4% | 0.002% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 185,653 | $8.46M | 6.0% | N/A | 0.030% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 17,632 | $804K | 0.2% | +141.9% | 0.003% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 28,512 | $1.30M | 0.3% | +28.2% | 0.005% | |
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| 5/2/2024 | Vantage Financial Partners LLC | 18,601 | $848K | 0.2% | -4.1% | 0.003% | |
| 5/2/2024 | Lincoln National Corp | 217,571 | $9.92M | 0.2% | +68.8% | 0.035% | |
| 5/2/2024 | Life Planning Partners Inc | 101,498 | $4.63M | 4.6% | -2.7% | 0.016% | |
| 5/2/2024 | Stash Investments LLC | 548,567 | $25.01M | 17.9% | +13.5% | 0.088% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 4,443 | $203K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Argent Advisors Inc. | 27,916 | $1.27M | 0.5% | +8.9% | 0.005% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 68,316 | $3.12M | 0.9% | +23.0% | 0.011% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 4,417 | $201K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 70,694 | $3.22M | 1.0% | +16.9% | 0.011% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 8,083,304 | $368.52M | 1.1% | +36.5% | 1.304% | |
