| 5/9/2024 | SageView Advisory Group LLC | 71,526 | $7.57M | 0.4% | N/A | 0.980% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 7,802 | $825K | 0.0% | -38.1% | 0.107% | |
| 5/7/2024 | NTV Asset Management LLC | 6,830 | $723K | 0.1% | -1.4% | 0.093% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 2,440 | $258K | 0.0% | -11.3% | 0.033% | |
| 5/6/2024 | VitalStone Financial LLC | 733 | $78K | 0.1% | -16.0% | 0.010% | |
| 5/6/2024 | Advisory Alpha LLC | 18,908 | $2M | 0.1% | -16.2% | 0.257% | |
|
| 5/4/2024 | Geneos Wealth Management Inc. | 650 | $69K | 0.0% | -25.7% | 0.009% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 47,307 | $5.01M | 0.0% | -18.9% | 0.644% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 2,739 | $290K | 0.1% | N/A | 0.037% | |
| 4/30/2024 | Private Advisor Group LLC | 22,065 | $2.33M | 0.0% | -4.3% | 0.300% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 104,773 | $11.09M | 0.0% | -10.4% | 1.425% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 17,994 | $1.82M | 0.3% | -10.3% | 0.245% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 28,120 | $2.98M | 2.3% | +927.4% | 0.383% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 48,303 | $5.11M | 0.0% | -33.3% | 0.657% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 44,207 | $4.68M | 2.6% | -5.8% | 0.601% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 46,565 | $4.93M | 0.0% | +0.3% | 0.634% | |
| 4/22/2024 | Raymond James & Associates | 83,730 | $8.86M | 0.0% | -6.8% | 1.139% | |
| 4/22/2024 | Cassia Capital Partners LLC | 68,367 | $7.23M | 4.8% | +6.5% | 0.930% | |
| 4/19/2024 | Accel Wealth Management | 4,187 | $443K | 0.2% | -6.4% | 0.047% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 8,221 | $870K | 0.4% | -11.9% | 0.092% | |
| 4/16/2024 | Calton & Associates Inc. | 15,263 | $1.62M | 0.8% | -2.8% | 0.171% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 59,293 | $6.27M | 0.0% | -11.1% | 0.662% | |
| 4/15/2024 | Epiq Partners LLC | 2,000 | $212K | 0.1% | N/A | 0.022% | |
| 4/11/2024 | Clarus Wealth Advisors | 7,722 | $787K | 0.4% | -11.7% | 0.086% | |
| 4/11/2024 | RFG Advisory LLC | 3,631 | $384K | 0.0% | +19.3% | 0.041% | |
| 4/9/2024 | Mather Group LLC. | 243 | $26K | 0.0% | N/A | 0.003% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 5,923 | $568K | 0.0% | -27.0% | 0.066% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 3,897 | $374K | 0.0% | -20.4% | 0.044% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 5,267 | $505K | 0.1% | +15.5% | 0.059% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 18,695 | $1.75M | 0.1% | -6.8% | 0.209% | |
| 2/20/2024 | Able Wealth Management LLC | 784 | $75K | 0.1% | N/A | 0.009% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 11,014 | $1.06M | 0.0% | -10.4% | 0.123% | |
| 2/9/2024 | Commerce Bank | 2,200 | $211K | 0.0% | N/A | 0.025% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 72,407 | $6.94M | 0.0% | -35.8% | 0.809% | |
| 2/9/2024 | Corient Private Wealth LLC | 6,125 | $587K | 0.0% | -8.1% | 0.068% | |
| 2/9/2024 | D.A. Davidson & CO. | 37,585 | $3.60M | 0.0% | -6.2% | 0.420% | |
| 2/9/2024 | Wells Fargo & Company MN | 261,664 | $25.09M | 0.0% | -2.7% | 2.924% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 2,844 | $273K | 0.0% | -31.4% | 0.032% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 5,923 | $568K | 0.0% | -27.0% | 0.066% | |
| 2/8/2024 | Alpha Omega Group Inc. | 2,889 | $277K | 0.5% | N/A | 0.032% | |
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| 2/8/2024 | Pacific Sun Financial Corp | 9,169 | $879K | 0.6% | -4.5% | 0.102% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 12,600 | $1.21M | 0.0% | -7.5% | 0.141% | |
| 2/7/2024 | Integrity Financial Corp WA | 2,118 | $203K | 0.1% | -11.3% | 0.024% | |
| 2/7/2024 | Northwest Financial Advisors | 476 | $46K | 0.0% | N/A | 0.005% | |
| 2/7/2024 | Calton & Associates Inc. | 15,698 | $1.51M | 0.6% | N/A | 0.175% | |
| 2/7/2024 | Principal Securities Inc. | 1,597 | $153K | 0.0% | N/A | 0.018% | |
| 2/6/2024 | Apollon Wealth Management LLC | 2,860 | $274K | 0.0% | N/A | 0.032% | |
| 2/6/2024 | Private Advisor Group LLC | 23,065 | $2.21M | 0.0% | +9.4% | 0.258% | |
| 2/6/2024 | NTV Asset Management LLC | 6,930 | $664K | 0.1% | -8.6% | 0.077% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 6,777 | $650K | 0.0% | -3.8% | 0.076% | |
| 2/6/2024 | Concentrum Wealth Management | 6,987 | $670K | 0.0% | -2.8% | 0.078% | |
| 2/6/2024 | SRS Capital Advisors Inc. | 92,989 | $8.92M | 1.0% | +0.6% | 1.039% | |
| 2/2/2024 | Truist Financial Corp | 39,468 | $3.79M | 0.0% | -4.3% | 0.441% | |
| 2/1/2024 | CWM LLC | 3,558 | $341K | 0.0% | -30.8% | 0.040% | |
| 1/31/2024 | Kraft Davis & Associates LLC | 13,525 | $1.28M | 0.4% | -25.2% | 0.151% | |
| 1/31/2024 | Onyx Bridge Wealth Group LLC | 20,068 | $1.92M | 0.4% | -23.5% | 0.224% | |
| 1/31/2024 | Western Wealth Management LLC | 24,255 | $2.33M | 0.2% | -2.8% | 0.271% | |
| 1/31/2024 | Family Capital Management Inc. | 2,565 | $246K | 0.2% | -8.4% | 0.029% | |
| 1/30/2024 | Investors Research Corp | 5,559 | $533K | 0.1% | +7.5% | 0.062% | |
| 1/30/2024 | PCG Wealth Advisors LLC | 9,332 | $895K | 0.5% | -5.5% | 0.104% | |
| 1/29/2024 | Meitav Investment House Ltd. | 2,364 | $230K | 0.0% | N/A | 0.026% | |
| 1/29/2024 | Cassia Capital Partners LLC | 64,207 | $6.16M | 5.1% | +33.9% | 0.717% | |
| 1/26/2024 | Ascension Capital Advisors Inc. | 45,281 | $4.34M | 2.8% | +0.2% | 0.506% | |
| 1/25/2024 | Spectrum Wealth Advisory Group LLC | 12,353 | $1.18M | 1.5% | -2.4% | 0.138% | |
| 1/25/2024 | International Assets Investment Management LLC | 80,068 | $7.68M | 0.0% | -52.6% | 0.895% | |
| 1/24/2024 | International Assets Investment Management LLC | 80,068 | $7.68M | 0.0% | -52.6% | 0.895% | |
| 1/23/2024 | Advisory Alpha LLC | 22,551 | $2.16M | 0.1% | -3.6% | 0.252% | |
| 1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 9,957 | $954K | 0.3% | -10.0% | 0.111% | |
| 1/22/2024 | Clarus Wealth Advisors | 8,742 | $807K | 0.5% | N/A | 0.098% | |
| 1/19/2024 | Hibernia Wealth Partners LLC | 6,155 | $590K | 0.4% | -38.0% | 0.069% | |
| 1/18/2024 | Good Life Advisors LLC | 56,771 | $5.44M | 0.5% | +2.1% | 0.634% | |
| 1/17/2024 | IFG Advisory LLC | 6,900 | $662K | 0.0% | -3.5% | 0.077% | |
| 1/17/2024 | Twin Peaks Wealth Advisors LLC | 46,925 | $4.50M | 2.9% | N/A | 0.524% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 46,432 | $4.45M | 0.0% | -12.7% | 0.519% | |
| 1/16/2024 | Raymond James & Associates | 89,816 | $8.61M | 0.0% | -3.2% | 1.004% | |
| 1/12/2024 | Cedar Brook Financial Partners LLC | 14,241 | $1.33M | 0.3% | -30.3% | 0.159% | |
| 1/11/2024 | Cascade Investment Advisors Inc. | 5,891 | $565K | 0.4% | +3.7% | 0.066% | |
| 1/11/2024 | Advisory Resource Group | 2,107 | $202K | 0.1% | N/A | 0.024% | |
| 1/11/2024 | Atlas Private Wealth Advisors | 6,608 | $634K | 0.1% | -16.9% | 0.074% | |
| 1/10/2024 | Cornerstone Wealth Management LLC | 8,997 | $863K | 0.1% | -11.8% | 0.101% | |
| 1/9/2024 | Purus Wealth Management LLC | 2,427 | $233K | 0.1% | -14.6% | 0.027% | |
| 12/6/2023 | Citigroup Inc. | 1,860 | $156K | 0.0% | -17.2% | 0.021% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 4,897 | $411K | 0.0% | -2.4% | 0.055% | |
| 11/16/2023 | VitalStone Financial LLC | 955 | $78K | 0.1% | -56.8% | 0.011% | |
| 11/16/2023 | Harbour Investments Inc. | 33,098 | $2.78M | 0.1% | -6.3% | 0.370% | |
| 11/15/2023 | SRS Capital Advisors Inc. | 92,469 | $7.77M | 1.0% | +3.9% | 1.033% | |
| 11/13/2023 | Stifel Financial Corp | 29,896 | $2.51M | 0.0% | +2.1% | 0.334% | |
| 11/13/2023 | Mariner LLC | 12,960 | $1.09M | 0.0% | -12.9% | 0.145% | |
| 11/13/2023 | LPL Financial LLC | 357,740 | $30.04M | 0.0% | -2.5% | 3.997% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 87,163 | $7.32M | 0.0% | -23.9% | 0.974% | |
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| 11/13/2023 | Kestra Advisory Services LLC | 33,425 | $2.81M | 0.0% | -70.3% | 0.373% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 8,112 | $681K | 0.0% | -75.5% | 0.091% | |
| 11/9/2023 | UBS Group AG | 51,628 | $4.34M | 0.0% | +5.2% | 0.577% | |
| 11/8/2023 | HighTower Advisors LLC | 36,693 | $3.08M | 0.0% | -2.2% | 0.410% | |
| 11/8/2023 | D.A. Davidson & CO. | 40,068 | $3.37M | 0.0% | -3.7% | 0.448% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 58,276 | $4.89M | 0.0% | -3.3% | 0.651% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 2,482 | $208K | 0.0% | -79.8% | 0.028% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 13,617 | $1.14M | 0.0% | -3.7% | 0.152% | |
| 11/7/2023 | Atria Investments Inc | 12,219 | $1.03M | 0.0% | -14.5% | 0.137% | |
| 11/7/2023 | Ascension Capital Advisors Inc. | 45,172 | $3.79M | 2.2% | -0.6% | 0.505% | |
