| 5/10/2024 | Osaic Holdings Inc. | 1,984,814 | $57.17M | 0.1% | -0.9% | 1.678% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 45,371 | $1.31M | 0.0% | +5.5% | 0.038% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 11,793 | $340K | 0.0% | N/A | 0.010% | |
| 5/9/2024 | Souders Financial Advisors | 240,984 | $6.94M | 1.1% | +3.9% | 0.204% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 52,226 | $1.50M | 0.2% | +169.9% | 0.044% | |
| 5/8/2024 | Bleakley Financial Group LLC | 421,477 | $12.14M | 0.4% | -2.1% | 0.356% | |
|
| 5/8/2024 | Avantax Advisory Services Inc. | 88,911 | $2.56M | 0.0% | +121.8% | 0.075% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 17,597 | $506K | 0.0% | +90.4% | 0.015% | |
| 5/7/2024 | WNY Asset Management LLC | 1,231,510 | $35.47M | 5.4% | -1.1% | 1.041% | |
| 5/7/2024 | PFG Advisors | 46,020 | $1.33M | 0.1% | +9.6% | 0.039% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,877 | $918K | 0.0% | +7.0% | 0.027% | |
| 5/6/2024 | SYM FINANCIAL Corp | 10,066 | $290K | 0.0% | N/A | 0.009% | |
| 5/6/2024 | Financial Council LLC | 1,119,458 | $32.24M | 19.1% | +4.2% | 0.946% | |
| 5/3/2024 | AA Financial Advisors LLC | 117,101 | $3.37M | 1.4% | -13.0% | 0.102% | |
| 5/2/2024 | Mutual Advisors LLC | 179,663 | $5.17M | 0.2% | +8.6% | 0.157% | |
| 5/2/2024 | Lincoln National Corp | 417,849 | $12.03M | 0.2% | +27.8% | 0.364% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 18,339 | $528K | 0.1% | +3.6% | 0.016% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 656,577 | $18.91M | 0.1% | -21.8% | 0.572% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 15,455 | $445K | 0.0% | -2.3% | 0.013% | |
| 5/1/2024 | ORBA Wealth Advisors L.L.C. | 177,015 | $5.10M | 2.8% | +0.6% | 0.154% | |
| 4/30/2024 | Private Advisor Group LLC | 123,338 | $3.55M | 0.0% | +30.1% | 0.107% | |
| 4/30/2024 | Lodestone Wealth Management LLC | 16,317 | $470K | 0.2% | +21.3% | 0.014% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 7,632 | $220K | 0.0% | N/A | 0.007% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 2,732,767 | $78.70M | 0.1% | +12.8% | 2.380% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 357,175 | $10.29M | 0.2% | +1.3% | 0.311% | |
| 4/29/2024 | Paragon Advisors LLC | 90,426 | $2.60M | 1.0% | +41.9% | 0.079% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 32,085 | $924K | 0.5% | +14.5% | 0.028% | |
| 4/25/2024 | Professional Financial Advisors LLC | 34,941 | $1.01M | 0.3% | +9.0% | 0.030% | |
| 4/25/2024 | Smallwood Wealth Investment Management LLC | 97,650 | $2.81M | 2.2% | +1.4% | 0.085% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,516,545 | $43.68M | 0.2% | +5.9% | 1.321% | |
| 4/24/2024 | Simplicity Wealth LLC | 421,477 | $12.14M | 0.3% | N/A | 0.367% | |
| 4/23/2024 | Principle Wealth Partners LLC | 22,135 | $637K | 0.0% | N/A | 0.019% | |
| 4/23/2024 | Strategic Blueprint LLC | 108,902 | $3.14M | 0.2% | +8.7% | 0.095% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 4,161,492 | $119.85M | 0.2% | +8.8% | 3.625% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 133,551 | $3.85M | 0.3% | +19.9% | 0.116% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 1,241,314 | $35.75M | 6.2% | -16.7% | 1.081% | |
| 4/22/2024 | Financial Management Network Inc. | 161,081 | $4.58M | 1.2% | -3.7% | 0.140% | |
| 4/22/2024 | Raymond James & Associates | 4,998,845 | $143.97M | 0.1% | +10.5% | 4.354% | |
| 4/22/2024 | Everpar Advisors LLC | 7,600 | $219K | 0.1% | N/A | 0.007% | |
| 4/19/2024 | Financial Perspectives Inc | 34,539 | $995K | 0.4% | +6.0% | 0.030% | |
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| 4/19/2024 | Tempus Wealth Planning LLC | 9,625 | $277K | 0.1% | N/A | 0.008% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 59,782 | $1.72M | 0.9% | +77.4% | 0.052% | |
| 4/18/2024 | Financial Security Advisor Inc. | 6,976 | $201K | 0.1% | N/A | 0.006% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 10,525 | $303K | 0.0% | N/A | 0.009% | |
| 4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 73,932 | $2.13M | 0.6% | -15.3% | 0.064% | |
| 4/18/2024 | Francis Financial Inc. | 8,839 | $255K | 0.1% | N/A | 0.012% | |
| 4/18/2024 | LVW Advisors LLC | 387,421 | $11.16M | 1.9% | +121.3% | 0.512% | |
| 4/18/2024 | Clarity Wealth Advisors LLC | 159,737 | $4.60M | 1.6% | +32.1% | 0.211% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 1,061,191 | $30.56M | 6.7% | +1,065.0% | 1.402% | |
| 4/17/2024 | Founders Financial Securities LLC | 42,631 | $1.23M | 0.1% | +26.5% | 0.056% | |
| 4/17/2024 | Criterion Capital Advisors LLC | 47,645 | $1.37M | 0.9% | -2.9% | 0.063% | |
| 4/16/2024 | OneAscent Financial Services LLC | 98,902 | $2.85M | 0.3% | -23.6% | 0.131% | |
| 4/16/2024 | Calton & Associates Inc. | 34,062 | $981K | 0.5% | -2.3% | 0.045% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 2,000 | $58K | 0.0% | +33.3% | 0.003% | |
| 4/16/2024 | LongView Wealth Management | 36,859 | $1.06M | 0.4% | +53.7% | 0.049% | |
| 4/16/2024 | 180 Wealth Advisors LLC | 17,216 | $496K | 0.1% | +10.5% | 0.023% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,254,544 | $36.13M | 0.1% | -1.4% | 1.657% | |
| 4/11/2024 | San Luis Wealth Advisors LLC | 130,963 | $3.77M | 2.0% | +2.5% | 0.173% | |
| 4/11/2024 | International Assets Investment Management LLC | 18,423 | $532K | 0.0% | +6.0% | 0.024% | |
| 4/10/2024 | LexAurum Advisors LLC | 9,362 | $270K | 0.1% | +8.9% | 0.012% | |
| 4/10/2024 | Threadgill Financial LLC | 104,563 | $3.01M | 1.3% | N/A | 0.138% | |
| 4/9/2024 | Mather Group LLC. | 2,794 | $80K | 0.0% | N/A | 0.004% | |
| 4/5/2024 | NBC Securities Inc. | 59,659 | $1.72M | 0.2% | +40.3% | 0.079% | |
| 4/4/2024 | Moseley Investment Management Inc. | 22,328 | $643K | 0.3% | +5.5% | 0.029% | |
| 4/4/2024 | Advance Capital Management Inc. | 13,636 | $393K | 0.0% | +3.5% | 0.018% | |
| 4/2/2024 | Cravens & Co Advisors LLC | 7,148 | $206K | 0.2% | N/A | 0.009% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 842,417 | $24.26M | 1.2% | +0.5% | 1.113% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 1,908 | $49K | 0.0% | N/A | 0.003% | |
| 3/1/2024 | Transcendent Capital Group LLC | 1,382 | $36K | 0.0% | N/A | 0.002% | |
| 2/21/2024 | WNY Asset Management LLC | 1,244,796 | $32.03M | 5.4% | -0.3% | 1.644% | |
| 2/16/2024 | Burford Brothers Inc. | 37,992 | $978K | 0.7% | N/A | 0.050% | |
| 2/15/2024 | OLD Mission Capital LLC | 443,223 | $11.40M | 0.2% | N/A | 0.585% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 583,597 | $15.02M | 0.1% | +10.6% | 0.771% | |
| 2/13/2024 | Capital International Investors | 40,226 | $1.04M | 0.0% | +25.2% | 0.053% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 263,920 | $6.79M | 0.1% | +8.6% | 0.349% | |
| 2/13/2024 | Jones Financial Companies Lllp | 8,642 | $222K | 0.0% | N/A | 0.011% | |
| 2/12/2024 | ORBA Wealth Advisors L.L.C. | 175,935 | $4.53M | 2.7% | N/A | 0.232% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 117,595 | $3.03M | 0.0% | +48.3% | 0.155% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 9,455 | $244K | 0.0% | N/A | 0.012% | |
| 2/12/2024 | Stifel Financial Corp | 429,507 | $11.05M | 0.0% | +2.6% | 0.567% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 84,864 | $2.18M | 0.0% | +8.2% | 0.112% | |
| 2/9/2024 | Hoylecohen LLC | 880,963 | $22.67M | 1.9% | -0.8% | 1.164% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 43,012 | $1.10M | 0.0% | -28.9% | 0.057% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,431,929 | $36.84M | 0.2% | +17.3% | 1.892% | |
| 2/9/2024 | Frazier Financial Advisors LLC | 3,091 | $80K | 0.1% | N/A | 0.004% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 28,672 | $738K | 0.1% | +14.2% | 0.038% | |
| 2/9/2024 | Assetmark Inc. | 101,716 | $2.62M | 0.0% | +10.0% | 0.134% | |
| 2/9/2024 | Corient Private Wealth LLC | 822,857 | $21.17M | 0.0% | -1.6% | 1.087% | |
| 2/9/2024 | D.A. Davidson & CO. | 759,624 | $19.55M | 0.2% | -0.3% | 1.003% | |
| 2/9/2024 | Wells Fargo & Company MN | 1,372,801 | $35.32M | 0.0% | +38.9% | 1.813% | |
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| 2/9/2024 | UBS Group AG | 3,225,544 | $82.99M | 0.0% | +6.1% | 4.261% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 352,884 | $9.08M | 1.2% | +1.8% | 0.466% | |
| 2/8/2024 | Financial Advocates Investment Management | 45,990 | $1.18M | 0.1% | +1.8% | 0.061% | |
| 2/8/2024 | Reliant Wealth Planning | 658,088 | $16.93M | 8.2% | +3,305.2% | 0.869% | |
| 2/8/2024 | Meridian Wealth Management LLC | 40,220 | $1.04M | 0.1% | +9.2% | 0.053% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 839,168 | $21.59M | 0.1% | +7.1% | 1.109% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 40,088 | $1.03M | 0.0% | +46.3% | 0.053% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 29,782 | $766K | 0.0% | +7.2% | 0.039% | |
| 2/7/2024 | NBC Securities Inc. | 42,536 | $1.09M | 0.1% | +2.8% | 0.056% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 303,462 | $7.81M | 0.4% | -0.3% | 0.401% | |
