| 5/24/2024 | Cetera Advisors LLC | 1,158,593 | $36.10M | 0.3% | +32.8% | 1.403% | |
| 5/24/2024 | Cetera Investment Advisers | 2,183,823 | $68.05M | 0.2% | +196.8% | 2.644% | |
| 5/20/2024 | Independent Wealth Network Inc. | 11,864 | $370K | 0.2% | N/A | 0.014% | |
| 5/17/2024 | Comerica Bank | 1,100 | $34K | 0.0% | +83.3% | 0.001% | |
| 5/15/2024 | Ascent Group LLC | 16,506 | $514K | 0.0% | -2.6% | 0.020% | |
| 5/15/2024 | Kestra Advisory Services LLC | 398,060 | $12.40M | 0.1% | +19.2% | 0.482% | |
|
| 5/14/2024 | Capital Group Private Client Services Inc. | 3,316,695 | $103.35M | 1.1% | +3.2% | 4.015% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 11,660 | $363K | 0.0% | +20.7% | 0.014% | |
| 5/14/2024 | OLD Mission Capital LLC | 391,879 | $12.21M | 0.2% | N/A | 0.474% | |
| 5/14/2024 | Crewe Advisors LLC | 3,790 | $118K | 0.0% | N/A | 0.005% | |
| 5/13/2024 | Rockport Wealth LLC | 28,253 | $880K | 0.3% | N/A | 0.034% | |
| 5/11/2024 | Mark Sheptoff Financial Planning LLC | 6,140 | $191K | 0.1% | +16.1% | 0.007% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,098,537 | $34.23M | 0.1% | -40.9% | 1.330% | |
| 5/10/2024 | Wintrust Investments LLC | 66,405 | $2.07M | 0.2% | +5.3% | 0.080% | |
| 5/10/2024 | Nwam LLC | 10,257 | $318K | 0.0% | +32.1% | 0.012% | |
| 5/9/2024 | Blair William & Co. IL | 116,386 | $3.63M | 0.0% | +24.3% | 0.141% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 331,264 | $10.32M | 0.1% | +18.5% | 0.401% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 15,045 | $469K | 0.0% | N/A | 0.018% | |
| 5/9/2024 | Souders Financial Advisors | 739,622 | $23.05M | 3.6% | +2.8% | 0.895% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 28,104 | $876K | 0.1% | N/A | 0.034% | |
| 5/8/2024 | Bleakley Financial Group LLC | 76,212 | $2.38M | 0.1% | +0.8% | 0.092% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 49,678 | $1.55M | 0.0% | +74.8% | 0.060% | |
| 5/7/2024 | PFG Advisors | 12,630 | $394K | 0.0% | N/A | 0.015% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 311,362 | $9.70M | 0.0% | +13.0% | 0.377% | |
| 5/6/2024 | Advisory Services Network LLC | 268,123 | $8.36M | 0.2% | +10.0% | 0.325% | |
| 5/3/2024 | AA Financial Advisors LLC | 103,745 | $3.23M | 1.3% | +22.2% | 0.128% | |
| 5/2/2024 | Clear Investment Research LLC | 1,751 | $55K | 0.1% | N/A | 0.002% | |
| 5/2/2024 | Lincoln National Corp | 322,800 | $10.06M | 0.2% | +25.3% | 0.398% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 16,300 | $508K | 0.1% | -9.1% | 0.020% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 7,295 | $227K | 0.1% | -6.1% | 0.009% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 312,680 | $9.74M | 0.0% | +23.8% | 0.386% | |
| 5/1/2024 | TKG Advisors LLC | 16,059 | $500K | 0.3% | -30.5% | 0.020% | |
| 4/30/2024 | Private Advisor Group LLC | 366,986 | $11.44M | 0.1% | +25.7% | 0.453% | |
| 4/30/2024 | Lodestone Wealth Management LLC | 41,886 | $1.31M | 0.7% | +8.3% | 0.052% | |
| 4/30/2024 | Delta Financial Group Inc. | 13,481 | $420K | 0.1% | +87.6% | 0.017% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 28,069 | $875K | 0.1% | +282.0% | 0.035% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,980,602 | $61.72M | 0.1% | +21.9% | 2.442% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 234,264 | $7.30M | 0.1% | -0.6% | 0.289% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 7,368 | $230K | 0.1% | N/A | 0.009% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 49,459 | $1.54M | 0.2% | N/A | 0.061% | |
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| 4/26/2024 | Latitude Advisors LLC | 21,957 | $684K | 0.4% | +36.6% | 0.027% | |
| 4/25/2024 | Investment Advisory Services Inc. TX ADV | 25,760 | $803K | 0.3% | +7.4% | 0.032% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,421,771 | $44.30M | 0.2% | +8.0% | 1.753% | |
| 4/24/2024 | Simplicity Wealth LLC | 76,212 | $2.38M | 0.1% | N/A | 0.094% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 721,613 | $22.49M | 11.8% | +16.4% | 0.890% | |
| 4/24/2024 | Essex Financial Services Inc. | 123,077 | $3.84M | 0.4% | +7.0% | 0.152% | |
| 4/23/2024 | Global Retirement Partners LLC | 23,084 | $719K | 0.0% | +21.8% | 0.028% | |
| 4/23/2024 | Swisher Financial Concepts Inc. | 22,224 | $686K | 0.6% | +24.1% | 0.027% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 24,372 | $759K | 0.1% | +17.5% | 0.030% | |
| 4/23/2024 | Strategic Blueprint LLC | 351,533 | $10.95M | 0.8% | +9.3% | 0.433% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,505,561 | $46.91M | 0.1% | +1.6% | 1.856% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 9,526 | $297K | 0.0% | N/A | 0.012% | |
| 4/22/2024 | Raymond James & Associates | 1,540,432 | $48M | 0.0% | +46.4% | 1.899% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 17,791 | $554K | 0.2% | +108.9% | 0.022% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 14,029 | $437K | 0.2% | -11.5% | 0.017% | |
| 4/18/2024 | Summit Investment Advisory Services LLC | 571,128 | $17.80M | 10.5% | -4.3% | 0.704% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 28,616 | $892K | 0.1% | +88.8% | 0.035% | |
| 4/18/2024 | tru Independence LLC | 10,830 | $337K | 0.1% | +5.4% | 0.013% | |
| 4/18/2024 | Bridgewealth Advisory Group LLC | 156,243 | $4.87M | 2.4% | +171.8% | 0.193% | |
| 4/18/2024 | HFG Advisors Inc. | 11,225 | $350K | 0.3% | N/A | 0.014% | |
| 4/17/2024 | Founders Financial Securities LLC | 81,356 | $2.54M | 0.3% | +34.9% | 0.198% | |
| 4/16/2024 | LongView Wealth Management | 18,992 | $592K | 0.2% | +23.9% | 0.046% | |
| 4/16/2024 | 180 Wealth Advisors LLC | 30,692 | $956K | 0.2% | +7.7% | 0.075% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 588,264 | $18.33M | 0.0% | +1.2% | 1.435% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 221,288 | $6.90M | 0.2% | -2.8% | 0.540% | |
| 4/15/2024 | G&S Capital LLC | 87,942 | $2.74M | 1.2% | -26.7% | 0.214% | |
| 4/15/2024 | Sunbelt Securities Inc. | 242,525 | $7.56M | 0.8% | +44.9% | 0.592% | |
| 4/12/2024 | AdvisorNet Financial Inc | 6,716 | $209K | 0.0% | +81.8% | 0.016% | |
| 4/11/2024 | &PARTNERS | 244,578 | $7.59M | 1.0% | +15.5% | 0.597% | |
| 4/10/2024 | Park Avenue Securities LLC | 53,874 | $1.68M | 0.0% | +11.9% | 0.131% | |
| 4/10/2024 | Lantz Financial LLC | 31,097 | $969K | 0.3% | +5.2% | 0.076% | |
| 4/9/2024 | Lynch & Associates IN | 12,591 | $392K | 0.1% | +28.4% | 0.031% | |
| 4/9/2024 | Mather Group LLC. | 2,611 | $81K | 0.0% | N/A | 0.006% | |
| 4/5/2024 | NBC Securities Inc. | 95,245 | $2.97M | 0.3% | +71.0% | 0.232% | |
| 4/4/2024 | Advance Capital Management Inc. | 7,363 | $229K | 0.0% | N/A | 0.018% | |
| 4/2/2024 | Cravens & Co Advisors LLC | 13,701 | $427K | 0.4% | -4.5% | 0.033% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 155,599 | $4.85M | 0.2% | +2.8% | 0.380% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 10,129 | $287K | 0.1% | N/A | 0.025% | |
| 2/23/2024 | TKG Advisors LLC | 23,100 | $654K | 0.4% | -8.1% | 0.056% | |
| 2/16/2024 | Burford Brothers Inc. | 152,619 | $4.32M | 3.1% | N/A | 0.372% | |
| 2/16/2024 | Harbour Investments Inc. | 306,731 | $8.68M | 0.4% | +24.9% | 0.748% | |
| 2/14/2024 | Continuum Advisory LLC | 81,501 | $2.31M | 0.3% | +39.0% | 0.199% | |
| 2/14/2024 | Vantage Financial Partners Ltd. Inc. | 346,377 | $9.80M | 3.0% | +120.9% | 0.845% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 4,196,573 | $118.76M | 0.0% | +15.7% | 10.236% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 298,965 | $8.46M | 0.0% | +21.5% | 0.729% | |
| 2/13/2024 | Capital International Investors | 22,241 | $629K | 0.0% | +35.8% | 0.054% | |
| 2/13/2024 | Belpointe Asset Management LLC | 21,127 | $598K | 0.1% | -15.3% | 0.052% | |
| 2/13/2024 | Jones Financial Companies Lllp | 104,659 | $2.96M | 0.0% | +322.6% | 0.255% | |
| 2/12/2024 | Stifel Financial Corp | 423,813 | $11.99M | 0.0% | +12.4% | 1.034% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 20,745 | $587K | 0.1% | +18.9% | 0.051% | |
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| 2/9/2024 | Advisory Services Network LLC | 243,792 | $6.90M | 0.2% | +130.8% | 0.595% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 279,438 | $7.88M | 0.1% | +13.4% | 0.682% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,317,053 | $37.27M | 0.2% | +57.9% | 3.212% | |
| 2/9/2024 | Hanlon Investment Management Inc. | 7,765 | $220K | 0.1% | N/A | 0.019% | |
| 2/9/2024 | Assetmark Inc. | 730,023 | $20.66M | 0.1% | +8.0% | 1.781% | |
| 2/9/2024 | D.A. Davidson & CO. | 291,485 | $8.25M | 0.1% | +29.7% | 0.711% | |
| 2/9/2024 | Wells Fargo & Company MN | 1,202,790 | $34.04M | 0.0% | +125.7% | 2.934% | |
| 2/9/2024 | UBS Group AG | 378,769 | $10.72M | 0.0% | +37.7% | 0.924% | |
| 2/8/2024 | Meridian Wealth Management LLC | 34,838 | $986K | 0.1% | +73.7% | 0.085% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 252,614 | $7.15M | 0.0% | +17.0% | 0.616% | |
