| 5/15/2024 | Kestra Advisory Services LLC | 1,630,532 | $52.99M | 0.4% | +31.8% | 0.715% | |
| 5/14/2024 | Capital International Investors | 22,296,528 | $724.64M | 0.1% | -5.1% | 9.783% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 6,102,611 | $198.34M | 2.0% | +7.6% | 2.678% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 617,709 | $20.08M | 0.5% | -3.4% | 0.271% | |
| 5/14/2024 | OLD Mission Capital LLC | 871,346 | $28.32M | 0.5% | +125.2% | 0.382% | |
| 5/14/2024 | Owen LaRue LLC | 42,647 | $1.39M | 0.9% | +13.6% | 0.019% | |
|
| 5/13/2024 | Bessemer Group Inc. | 4,734 | $154K | 0.0% | -7.0% | 0.002% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 38,315 | $1.25M | 0.0% | N/A | 0.017% | |
| 5/13/2024 | Rockport Wealth LLC | 9,258 | $301K | 0.1% | N/A | 0.004% | |
| 5/11/2024 | Continental Investors Services Inc. | 32,482 | $1.06M | 2.5% | -14.3% | 0.014% | |
| 5/11/2024 | Mark Sheptoff Financial Planning LLC | 3,225 | $105K | 0.1% | +247.5% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 3,575,426 | $116.20M | 0.3% | -18.7% | 1.569% | |
| 5/10/2024 | Wintrust Investments LLC | 164,158 | $5.34M | 0.5% | +2.3% | 0.072% | |
| 5/10/2024 | Nwam LLC | 31,028 | $1.01M | 0.1% | +3.7% | 0.014% | |
| 5/9/2024 | Blair William & Co. IL | 247,646 | $8.05M | 0.0% | +69.2% | 0.109% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 560,309 | $18.21M | 0.2% | +0.2% | 0.246% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 17,570 | $571K | 0.0% | +8.5% | 0.008% | |
| 5/9/2024 | Souders Financial Advisors | 714,173 | $23.21M | 3.7% | +3.6% | 0.313% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 86,892 | $2.82M | 0.3% | +925.4% | 0.038% | |
| 5/8/2024 | Cozad Asset Management Inc. | 32,834 | $1.07M | 0.1% | +22.3% | 0.014% | |
| 5/8/2024 | Bleakley Financial Group LLC | 95,640 | $3.11M | 0.1% | +8.5% | 0.042% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 333,291 | $10.83M | 0.1% | +82.0% | 0.146% | |
| 5/8/2024 | US Bancorp DE | 19,620 | $638K | 0.0% | N/A | 0.009% | |
| 5/8/2024 | Russell Investments Group Ltd. | 1,286 | $42K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 18,535 | $602K | 0.1% | +90.8% | 0.008% | |
| 5/7/2024 | WNY Asset Management LLC | 1,555,808 | $50.56M | 7.7% | -0.5% | 0.683% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 215,632 | $7.01M | 0.3% | +9.2% | 0.095% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 5,596 | $182K | 0.1% | N/A | 0.002% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 63,202 | $2.05M | 1.6% | +3.0% | 0.028% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 62,894 | $2.04M | 0.0% | +8.5% | 0.028% | |
| 5/7/2024 | PFG Advisors | 36,358 | $1.18M | 0.1% | +27.0% | 0.016% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 282,631 | $9.19M | 0.0% | +8.2% | 0.124% | |
| 5/6/2024 | Advisory Services Network LLC | 243,807 | $7.92M | 0.2% | +10.8% | 0.107% | |
| 5/6/2024 | Financial Council LLC | 29,099 | $946K | 0.6% | +50.0% | 0.013% | |
| 5/4/2024 | Glassman Wealth Services | 880 | $29K | 0.0% | N/A | 0.000% | |
| 5/3/2024 | Carson Advisory Inc. | 63,202 | $2.05M | 1.4% | +3.9% | 0.029% | |
| 5/3/2024 | Larson Financial Group LLC | 6,035 | $196K | 0.0% | +57.4% | 0.003% | |
| 5/3/2024 | WealthTrust Asset Management LLC | 11,114 | $361K | 0.3% | -5.4% | 0.005% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 10,908 | $355K | 0.0% | +21.0% | 0.005% | |
| 5/3/2024 | AA Financial Advisors LLC | 209,524 | $6.81M | 2.7% | +1.5% | 0.095% | |
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| 5/3/2024 | CapWealth Advisors LLC | 27,559 | $896K | 0.1% | -3.8% | 0.013% | |
| 5/2/2024 | Mutual Advisors LLC | 61,214 | $1.99M | 0.1% | -48.8% | 0.028% | |
| 5/2/2024 | Lincoln National Corp | 667,808 | $21.70M | 0.3% | +30.1% | 0.304% | |
| 5/2/2024 | Choreo LLC | 145,265 | $4.72M | 0.1% | -4.3% | 0.066% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 18,838 | $612K | 0.1% | +44.2% | 0.009% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,498,462 | $48.70M | 0.1% | -1.2% | 0.682% | |
| 5/1/2024 | CWS Financial Advisors LLC | 21,157 | $688K | 0.3% | +7.8% | 0.010% | |
| 5/1/2024 | Retirement Group LLC | 11,988 | $390K | 0.1% | +469.0% | 0.005% | |
| 5/1/2024 | Envision Financial Planning LLC | 9,559 | $311K | 0.3% | -8.9% | 0.004% | |
| 4/30/2024 | Private Advisor Group LLC | 629,342 | $20.45M | 0.1% | +23.8% | 0.286% | |
| 4/30/2024 | Lodestone Wealth Management LLC | 86,611 | $2.82M | 1.5% | +7.5% | 0.039% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 8,403 | $273K | 0.0% | +4.6% | 0.004% | |
| 4/30/2024 | Hartline Investment Corp | 752,648 | $24.46M | 4.3% | N/A | 0.342% | |
| 4/30/2024 | Saxony Capital Management LLC | 7,316 | $238K | 0.3% | +6.2% | 0.003% | |
| 4/30/2024 | Delta Financial Group Inc. | 91,848 | $2.99M | 0.9% | +27.6% | 0.042% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 13,449 | $437K | 0.0% | N/A | 0.006% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 4,478,044 | $145.54M | 0.2% | +17.1% | 2.037% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 393,023 | $12.77M | 0.2% | +6.4% | 0.179% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 7,211 | $234K | 0.1% | N/A | 0.003% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 46,695 | $1.52M | 0.2% | N/A | 0.021% | |
| 4/26/2024 | Latitude Advisors LLC | 35,617 | $1.16M | 0.7% | +63.2% | 0.016% | |
| 4/26/2024 | Bogart Wealth LLC | 279,060 | $9.07M | 0.5% | +242.6% | 0.127% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 77,877 | $2.53M | 0.4% | +3.8% | 0.035% | |
| 4/25/2024 | Professional Financial Advisors LLC | 31,555 | $1.03M | 0.3% | +15.1% | 0.014% | |
| 4/25/2024 | Investment Advisory Services Inc. TX ADV | 8,828 | $287K | 0.1% | N/A | 0.004% | |
| 4/25/2024 | Smallwood Wealth Investment Management LLC | 101,664 | $3.30M | 2.6% | +0.8% | 0.046% | |
| 4/25/2024 | Olistico Wealth LLC | 104,939 | $3.41M | 2.5% | +17.0% | 0.048% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 3,240,173 | $105.31M | 0.4% | +13.3% | 1.474% | |
| 4/24/2024 | Private Trust Co. NA | 17,316 | $563K | 0.1% | -6.8% | 0.008% | |
| 4/24/2024 | SOL Capital Management CO | 12,507 | $406K | 0.1% | N/A | 0.006% | |
| 4/24/2024 | Simplicity Wealth LLC | 106,079 | $3.45M | 0.1% | N/A | 0.048% | |
| 4/24/2024 | Spire Wealth Management | 40,417 | $1.31M | 0.1% | +5.2% | 0.018% | |
| 4/24/2024 | First Pacific Financial | 22,288 | $725K | 0.2% | +325.7% | 0.010% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 399,034 | $12.97M | 6.8% | +189.7% | 0.182% | |
| 4/24/2024 | Essex Financial Services Inc. | 125,477 | $4.08M | 0.4% | +29.7% | 0.057% | |
| 4/24/2024 | Dechtman Wealth Management LLC | 675,708 | $21.96M | 5.1% | +6.6% | 0.307% | |
| 4/23/2024 | Global Retirement Partners LLC | 616,349 | $20.03M | 0.7% | +2.1% | 0.280% | |
| 4/23/2024 | Swisher Financial Concepts Inc. | 304,982 | $9.80M | 8.5% | +7.6% | 0.139% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 20,520 | $667K | 0.1% | +38.5% | 0.009% | |
| 4/23/2024 | Strategic Blueprint LLC | 340,058 | $11.05M | 0.8% | +9.5% | 0.155% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 8,481,835 | $275.66M | 0.4% | +16.5% | 3.859% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 3,873,725 | $125.90M | 11.2% | +11.9% | 1.762% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 1,733,132 | $56.33M | 9.8% | +28.2% | 0.789% | |
| 4/22/2024 | Raymond James & Associates | 4,670,048 | $151.78M | 0.1% | +13.2% | 2.125% | |
| 4/22/2024 | Echo Wealth Management LLC | 11,139 | $362K | 0.3% | N/A | 0.005% | |
| 4/22/2024 | Everpar Advisors LLC | 31,248 | $1.02M | 0.6% | +83.3% | 0.014% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 21,565 | $701K | 0.3% | +80.2% | 0.010% | |
| 4/19/2024 | Core Wealth Partners LLC | 14,885 | $484K | 0.4% | +28.1% | 0.007% | |
| 4/19/2024 | Accel Wealth Management | 11,528 | $375K | 0.2% | +21.2% | 0.005% | |
| 4/19/2024 | Kovack Advisors Inc. | 8,403 | $273K | 0.0% | N/A | 0.004% | |
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| 4/18/2024 | Silverlake Wealth Management LLC | 69,455 | $2.26M | 1.1% | +18.1% | 0.032% | |
| 4/18/2024 | Summit Investment Advisory Services LLC | 825,033 | $26.81M | 15.9% | -1.2% | 0.375% | |
| 4/18/2024 | Main Line Retirement Advisors LLC | 336,552 | $10.94M | 8.6% | +5.3% | 0.153% | |
| 4/18/2024 | Bridgewealth Advisory Group LLC | 6,816 | $222K | 0.1% | N/A | 0.003% | |
| 4/18/2024 | HFG Advisors Inc. | 8,340 | $271K | 0.2% | N/A | 0.004% | |
| 4/18/2024 | Francis Financial Inc. | 7,982 | $259K | 0.1% | N/A | 0.008% | |
| 4/18/2024 | WJ Wealth Management LLC | 574,289 | $18.66M | 7.4% | +2.8% | 0.574% | |
| 4/17/2024 | Founders Financial Securities LLC | 78,651 | $2.56M | 0.3% | +24.8% | 0.079% | |
| 4/16/2024 | LongView Wealth Management | 76,959 | $2.50M | 1.0% | +9.9% | 0.077% | |
| 4/16/2024 | Lincoln Capital LLC | 17,611 | $572K | 0.1% | +7.3% | 0.018% | |
