| 5/16/2024 | B. Riley Wealth Advisors Inc. | 9,236 | $667K | 0.0% | -3.0% | 0.017% | |
| 5/15/2024 | LRI Investments LLC | 339,347 | $24.21M | 3.2% | N/A | 0.610% | |
| 5/15/2024 | Linscomb Wealth Inc. | 48,616 | $3.51M | 0.2% | -7.6% | 0.087% | |
| 5/14/2024 | Rodgers Brothers Inc. | 12,733 | $919K | 0.1% | N/A | 0.023% | |
| 5/14/2024 | EP Wealth Advisors LLC | 52,097 | $3.76M | 0.0% | -1.5% | 0.094% | |
| 5/14/2024 | Tiemann Investment Advisors LLC | 2,824 | $204K | 0.1% | N/A | 0.005% | |
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| 5/14/2024 | Lake Street Advisors Group LLC | 11,018 | $795K | 0.0% | N/A | 0.020% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,224 | $88K | 0.0% | N/A | 0.002% | |
| 5/13/2024 | Rockport Wealth LLC | 38,081 | $2.74M | 1.0% | N/A | 0.068% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 47,456 | $3.43M | 1.8% | +100.0% | 0.085% | |
| 5/10/2024 | Osaic Holdings Inc. | 184,022 | $13.29M | 0.0% | -6.8% | 0.331% | |
| 5/10/2024 | ARK & TLK Investments LLC | 6,613 | $477K | 0.2% | -4.3% | 0.012% | |
| 5/10/2024 | Kelman Lazarov Inc. | 4,076 | $294K | 0.1% | -34.0% | 0.007% | |
| 5/10/2024 | GM Advisory Group LLC | 10,809 | $780K | 0.1% | +4.4% | 0.019% | |
| 5/9/2024 | Blair William & Co. IL | 10,586 | $764K | 0.0% | +6.2% | 0.019% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 75,646 | $5.46M | 0.6% | -3.3% | 0.136% | |
| 5/9/2024 | Ledyard National Bank | 2,818 | $203K | 0.0% | N/A | 0.005% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 73,063 | $5.27M | 0.5% | -35.7% | 0.131% | |
| 5/8/2024 | Berkshire Money Management Inc. | 6,000 | $433K | 0.1% | N/A | 0.011% | |
| 5/8/2024 | MAI Capital Management | 267,086 | $19.28M | 0.2% | +3,927.2% | 0.480% | |
| 5/8/2024 | Advisors Preferred LLC | 202,974 | $14.57M | 2.5% | +232.8% | 0.365% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 34,813 | $2.51M | 0.0% | -10.6% | 0.063% | |
| 5/8/2024 | US Bancorp DE | 15,814 | $1.14M | 0.0% | +7.0% | 0.028% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 6,929 | $500K | 0.0% | -23.5% | 0.012% | |
| 5/7/2024 | Stonebrook Private Inc. | 4,352 | $314K | 0.1% | -5.7% | 0.008% | |
| 5/7/2024 | Nvwm LLC | 385 | $28K | 0.0% | -50.3% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 15,889 | $1.15M | 0.0% | -10.5% | 0.029% | |
| 5/7/2024 | Empowered Funds LLC | 2,980 | $215K | 0.0% | N/A | 0.005% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 7,735 | $558K | 0.0% | -4.2% | 0.014% | |
| 5/4/2024 | Coulter & Justus Financial Services LLC | 10,000 | $722K | 0.2% | N/A | 0.018% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 20,268 | $1.46M | 0.1% | -2.9% | 0.036% | |
| 5/4/2024 | Csenge Advisory Group | 2,880 | $208K | 0.0% | N/A | 0.005% | |
| 5/3/2024 | Fox Financial Inc | 251,065 | $18.12M | 16.4% | -0.6% | 0.451% | |
| 5/3/2024 | Absolute Capital Management LLC | 6,003 | $433K | 0.3% | N/A | 0.011% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 142,113 | $10.26M | 1.7% | +28.4% | 0.255% | |
| 5/2/2024 | Choreo LLC | 8,341 | $602K | 0.0% | -39.2% | 0.015% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 8,319 | $601K | 0.1% | -3.2% | 0.015% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 55,586 | $4.01M | 0.0% | +0.7% | 0.100% | |
| 5/1/2024 | BNP Paribas Financial Markets | 348 | $25K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 39,722 | $2.87M | 0.1% | -1.7% | 0.071% | |
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| 5/1/2024 | Flynn Zito Capital Management LLC | 15,212 | $1.10M | 0.6% | +76.7% | 0.027% | |
| 4/30/2024 | Private Advisor Group LLC | 208,725 | $15.07M | 0.1% | -10.0% | 0.374% | |
| 4/30/2024 | Fortis Group Advisors LLC | 500 | $36K | 0.0% | -50.0% | 0.001% | |
| 4/30/2024 | Garrett Wealth Advisory Group LLC | 5,149 | $372K | 0.2% | -2.7% | 0.009% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 5,559 | $402K | 0.2% | -3.6% | 0.010% | |
| 4/30/2024 | Stock Yards Bank & Trust Co. | 6,230 | $450K | 0.0% | -13.1% | 0.011% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 794,885 | $57.38M | 0.1% | -2.0% | 1.426% | |
| 4/27/2024 | Nadler Financial Group Inc. | 44,710 | $3.23M | 0.4% | -2.1% | 0.080% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 12,138 | $876K | 0.0% | N/A | 0.022% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 23,635 | $1.71M | 1.1% | +1.8% | 0.042% | |
| 4/25/2024 | IAG Wealth Partners LLC | 389,773 | $28.14M | 6.0% | +1.7% | 0.699% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 530,411 | $38.29M | 0.1% | +2.8% | 0.951% | |
| 4/24/2024 | 1900 Wealth Management LLC | 73,746 | $5.32M | 0.5% | -1.8% | 0.132% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 10,619 | $767K | 0.3% | -1.7% | 0.019% | |
| 4/24/2024 | H&H Retirement Design & Management INC | 65,166 | $4.53M | 3.0% | -10.6% | 0.117% | |
| 4/23/2024 | Global Retirement Partners LLC | 6,009 | $434K | 0.0% | -14.0% | 0.011% | |
| 4/23/2024 | Fifth Third Bancorp | 470 | $34K | 0.0% | +80.8% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 490,261 | $35.39M | 0.1% | +0.7% | 0.879% | |
| 4/22/2024 | Bristlecone Advisors LLC | 224,351 | $16.20M | 1.4% | +7.4% | 0.402% | |
| 4/22/2024 | Raymond James & Associates | 191,214 | $13.80M | 0.0% | -35.5% | 0.343% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 15,080 | $1.09M | 0.1% | -1.9% | 0.027% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 5,105 | $369K | 0.0% | N/A | 0.009% | |
| 4/19/2024 | Kovack Advisors Inc. | 5,905 | $426K | 0.1% | -7.5% | 0.011% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 136,224 | $9.83M | 1.4% | -27.1% | 0.244% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 59,851 | $4.32M | 0.1% | -5.7% | 0.107% | |
| 4/18/2024 | Waterway Wealth Management LLC | 660,505 | $47.68M | 21.0% | -9.4% | 1.185% | |
| 4/17/2024 | FIDELIS iM LLC | 171,898 | $12.41M | 6.2% | +1.3% | 0.308% | |
| 4/17/2024 | Foguth Wealth Management LLC. | 37,065 | $2.68M | 1.4% | N/A | 0.066% | |
| 4/17/2024 | Vicus Capital | 3,385 | $244K | 0.0% | -12.5% | 0.006% | |
| 4/17/2024 | Meridian Financial Partners LLC | 38,023 | $2.61M | 3.3% | -5.4% | 0.068% | |
| 4/16/2024 | Dixon Fnancial Services Inc. | 2,787 | $201K | 0.1% | N/A | 0.005% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 136,921 | $9.88M | 0.0% | -0.8% | 0.246% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 5,471 | $395K | 0.0% | N/A | 0.010% | |
| 4/15/2024 | Revolve Wealth Partners LLC | 218,300 | $15.76M | 2.7% | -0.4% | 0.392% | |
| 4/15/2024 | Aspiriant LLC | 44,753 | $3.23M | 0.1% | -0.6% | 0.080% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 45,516 | $3.29M | 0.4% | -8.4% | 0.082% | |
| 4/13/2024 | Sarasin & Partners LLP | 70,442 | $5.09M | 0.1% | -2.1% | 0.125% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 14,180 | $1.02M | 0.3% | -2.7% | 0.025% | |
| 4/11/2024 | International Assets Investment Management LLC | 33,705 | $2.42M | 0.1% | +1.6% | 0.060% | |
| 4/11/2024 | Moller Wealth Partners | 97,532 | $7.04M | 1.9% | -3.8% | 0.174% | |
| 4/11/2024 | RFG Advisory LLC | 87,728 | $6.33M | 0.2% | +593.6% | 0.156% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 37,065 | $2.68M | 0.7% | -9.5% | 0.066% | |
| 4/9/2024 | Mather Group LLC. | 27,080 | $1.80M | 0.0% | -25.1% | 0.048% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 10,805 | $717K | 0.4% | -12.8% | 0.019% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 9,517 | $632K | 0.0% | +3.0% | 0.017% | |
| 3/14/2024 | Walden Wealth Partners LLC | 8,258 | $548K | 0.3% | N/A | 0.015% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 621 | $41K | 0.0% | N/A | 0.001% | |
| 3/4/2024 | Fortis Group Advisors LLC | 1,000 | $66K | 0.0% | +100.0% | 0.002% | |
| 3/1/2024 | ARK & TLK Investments LLC | 6,908 | $459K | 0.1% | N/A | 0.012% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 26,502 | $1.77M | 0.1% | -5.3% | 0.047% | |
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| 2/23/2024 | Beacon Financial Group | 23,606 | $1.57M | 0.2% | +22.6% | 0.042% | |
| 2/21/2024 | Garde Capital Inc. | 2,700 | $179K | 0.0% | N/A | 0.005% | |
| 2/14/2024 | True Wealth Design LLC | 45,302 | $3.01M | 0.8% | -0.4% | 0.081% | |
| 2/14/2024 | Creative Planning | 1,482,559 | $98.41M | 0.1% | -5.4% | 2.638% | |
| 2/14/2024 | Evercore Wealth Management LLC | 1,074,155 | $71.30M | 1.2% | -1.7% | 1.911% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 250,191 | $16.61M | 0.1% | +2.1% | 0.445% | |
| 2/13/2024 | Oppenheimer & Co. Inc. | 17,746 | $1.18M | 0.0% | -1.9% | 0.032% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 2,900 | $193K | 0.0% | +32.4% | 0.005% | |
| 2/12/2024 | Robinson Smith Wealth Advisors LLC | 4,763 | $316K | 0.3% | N/A | 0.008% | |
| 2/12/2024 | GM Advisory Group LLC | 10,356 | $687K | 0.1% | -23.6% | 0.018% | |
