| 5/11/2024 | Patten & Patten Inc. TN | 460,808 | $34.47M | 2.5% | +4.3% | 0.769% | |
| 5/10/2024 | Osaic Holdings Inc. | 280,851 | $21.01M | 0.0% | -18.5% | 0.469% | |
| 5/10/2024 | Banco BTG Pactual S.A. | 25,350 | $1.90M | 0.3% | +1.4% | 0.042% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 10,554 | $790K | 0.1% | -10.6% | 0.018% | |
| 5/9/2024 | New Insight Wealth Advisors | 52,358 | $3.92M | 2.4% | +27.1% | 0.087% | |
| 5/8/2024 | Sheets Smith Wealth Management | 20,300 | $1.52M | 0.2% | -3.8% | 0.034% | |
|
| 5/8/2024 | Advisors Preferred LLC | 1,199 | $90K | 0.0% | -35.5% | 0.002% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 76,258 | $5.71M | 0.1% | -9.6% | 0.127% | |
| 5/8/2024 | US Bancorp DE | 16,561 | $1.24M | 0.0% | -16.1% | 0.028% | |
| 5/7/2024 | KCM Investment Advisors LLC | 2,788 | $209K | 0.0% | N/A | 0.005% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 39,971 | $2.99M | 0.8% | -10.9% | 0.067% | |
| 5/7/2024 | NTV Asset Management LLC | 26,594 | $1.99M | 0.3% | -1.7% | 0.044% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 5,453 | $408K | 0.0% | +37.9% | 0.009% | |
| 5/7/2024 | PFG Advisors | 4,722 | $353K | 0.0% | +5.1% | 0.008% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 23,789 | $1.78M | 0.0% | -3.1% | 0.040% | |
| 5/6/2024 | VitalStone Financial LLC | 25,292 | $1.89M | 1.4% | -2.8% | 0.042% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 13,793 | $1.03M | 0.0% | +5.8% | 0.023% | |
| 5/4/2024 | Csenge Advisory Group | 14,575 | $1.09M | 0.1% | -9.3% | 0.024% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 15,715 | $1.18M | 0.1% | -9.6% | 0.026% | |
| 5/3/2024 | Forte Asset Management LLC | 16,938 | $1.27M | 0.8% | -1.2% | 0.028% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 23,820 | $1.78M | 0.2% | -22.2% | 0.040% | |
| 5/3/2024 | Etfidea LLC | 13,509 | $1.01M | 0.3% | +23.2% | 0.023% | |
| 5/3/2024 | Pictet North America Advisors SA | 34,330 | $2.57M | 0.3% | +3.2% | 0.057% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 16,748 | $1.25M | 0.2% | -28.2% | 0.028% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 3,509 | $263K | 0.1% | -19.8% | 0.006% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 38,040 | $2.85M | 0.0% | -6.7% | 0.064% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 102,385 | $7.66M | 4.9% | -1.1% | 0.171% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 10,592 | $792K | 0.1% | +3.9% | 0.018% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 1,484 | $111K | 0.0% | -29.1% | 0.002% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 14,730 | $1.10M | 0.8% | +7.4% | 0.025% | |
| 4/30/2024 | Private Advisor Group LLC | 45,668 | $3.42M | 0.0% | -12.3% | 0.076% | |
| 4/30/2024 | SpiderRock Advisors LLC | 8,604 | $635K | 0.0% | N/A | 0.014% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 322,344 | $24.12M | 0.0% | +6.6% | 0.538% | |
| 4/29/2024 | Greenleaf Trust | 16,985 | $1.27M | 0.0% | -64.4% | 0.028% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 3,379 | $253K | 0.0% | N/A | 0.006% | |
| 4/29/2024 | Seascape Capital Management | 3,166 | $237K | 0.1% | -45.0% | 0.005% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 54,787 | $4.10M | 0.4% | +3.5% | 0.091% | |
| 4/26/2024 | Plan Group Financial LLC | 10,142 | $759K | 0.5% | N/A | 0.017% | |
| 4/26/2024 | LifeSteps Financial Inc. | 438 | $33K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | Meridian Wealth Management LLC | 16,111 | $1.21M | 0.2% | -1.7% | 0.027% | |
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| 4/25/2024 | Cardinal Strategic Wealth Guidance | 77,463 | $5.80M | 2.2% | +8.0% | 0.129% | |
| 4/25/2024 | Strategy Asset Managers LLC | 5,231 | $391K | 0.1% | -9.2% | 0.009% | |
| 4/25/2024 | TNF LLC | 8,625 | $611K | 0.2% | -9.1% | 0.014% | |
| 4/25/2024 | Long Run Wealth Advisors LLC | 56,856 | $4.25M | 1.1% | +9.9% | 0.095% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 483,935 | $36.20M | 0.1% | -3.3% | 0.799% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 19,023 | $1.42M | 0.6% | +57.4% | 0.031% | |
| 4/24/2024 | Dakota Wealth Management | 19,602 | $1.47M | 0.0% | +150.5% | 0.032% | |
| 4/24/2024 | SOL Capital Management CO | 85,850 | $6.42M | 0.8% | -0.2% | 0.142% | |
| 4/24/2024 | Spire Wealth Management | 9,971 | $746K | 0.0% | -9.1% | 0.016% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 36,544 | $2.73M | 0.3% | +1.4% | 0.060% | |
| 4/23/2024 | Lunt Capital Management Inc. | 8,625 | $645K | 0.3% | -2.8% | 0.014% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,466 | $185K | 0.0% | +31.2% | 0.004% | |
| 4/23/2024 | Fifth Third Bancorp | 14,498 | $1.09M | 0.0% | -9.0% | 0.024% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 188,681 | $14.12M | 0.0% | +4.4% | 0.312% | |
| 4/22/2024 | PFG Investments LLC | 3,144 | $235K | 0.0% | N/A | 0.005% | |
| 4/22/2024 | Raymond James & Associates | 102,487 | $7.67M | 0.0% | -23.9% | 0.169% | |
| 4/19/2024 | Financial Perspectives Inc | 1,856 | $139K | 0.1% | +38.5% | 0.003% | |
| 4/18/2024 | Naviter Wealth LLC | 2,700 | $202K | 0.0% | N/A | 0.004% | |
| 4/18/2024 | Shira Ridge Wealth Management | 192,505 | $14.40M | 8.2% | +0.5% | 0.318% | |
| 4/18/2024 | Silvia Mccoll Wealth Management LLC | 24,400 | $1.80M | 1.5% | -4.7% | 0.040% | |
| 4/18/2024 | SteelPeak Wealth LLC | 2,890 | $216K | 0.0% | -6.3% | 0.005% | |
| 4/18/2024 | Clarity Wealth Advisors LLC | 2,847 | $213K | 0.1% | N/A | 0.005% | |
| 4/17/2024 | Richardson Capital Management LLC | 3,679 | $275K | 0.2% | +344.9% | 0.006% | |
| 4/17/2024 | Guidance Capital Inc. | 7,155 | $518K | 0.2% | +83.7% | 0.012% | |
| 4/17/2024 | Romano Brothers AND Company | 3,865 | $289K | 0.0% | +18.4% | 0.006% | |
| 4/16/2024 | Bridge Advisory LLC | 11,260 | $842K | 0.4% | -11.2% | 0.019% | |
| 4/16/2024 | Cypress Wealth Services LLC | 11,672 | $873K | 0.2% | -14.4% | 0.019% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 51,033 | $3.82M | 0.0% | -1.3% | 0.084% | |
| 4/16/2024 | PFS Partners LLC | 944 | $71K | 0.0% | -36.9% | 0.002% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 24,500 | $1.83M | 0.1% | +40.7% | 0.040% | |
| 4/15/2024 | Brookstone Capital Management | 4,785 | $358K | 0.0% | +10.4% | 0.008% | |
| 4/15/2024 | Sound Income Strategies LLC | 450 | $34K | 0.0% | -31.8% | 0.001% | |
| 4/12/2024 | Ignite Planners LLC | 3,666 | $275K | 0.1% | -24.9% | 0.006% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 2,253 | $169K | 0.0% | +17.3% | 0.004% | |
| 4/12/2024 | Global Assets Advisory LLC | 22,215 | $1.66M | 0.0% | N/A | 0.037% | |
| 4/11/2024 | International Assets Investment Management LLC | 5,483 | $412K | 0.0% | -32.3% | 0.009% | |
| 4/11/2024 | Executive Wealth Group LLC | 284,556 | $20.69M | 4.3% | +200.0% | 0.470% | |
| 4/11/2024 | RFG Advisory LLC | 2,868 | $215K | 0.0% | N/A | 0.005% | |
| 4/11/2024 | MCIA Inc | 3,944 | $294K | 0.1% | -3.5% | 0.007% | |
| 4/10/2024 | EWG Elevate Inc. | 13,069 | $978K | 0.4% | N/A | 0.022% | |
| 4/9/2024 | Montecito Bank & Trust | 12,620 | $944K | 0.2% | -34.5% | 0.021% | |
| 4/9/2024 | Mather Group LLC. | 879 | $60K | 0.0% | N/A | 0.001% | |
| 4/5/2024 | NBC Securities Inc. | 1,781 | $133K | 0.0% | -11.1% | 0.003% | |
| 4/5/2024 | CWM LLC | 25,968 | $1.94M | 0.0% | -4.1% | 0.043% | |
| 4/3/2024 | Dentgroup LLC | 27,149 | $2.03M | 1.7% | -9.5% | 0.045% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 12,082 | $824K | 0.4% | +40.1% | 0.020% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 24,177 | $1.65M | 0.0% | -6.7% | 0.040% | |
| 3/12/2024 | Executive Wealth Group LLC | 94,852 | $6.47M | 4.1% | -0.8% | 0.158% | |
| 3/5/2024 | Fisher Asset Management LLC | 6,381,124 | $435.07M | 0.2% | -3.1% | 10.662% | |
| 3/5/2024 | Greenwood Capital Associates LLC | 23,329 | $1.59M | 0.2% | N/A | 0.039% | |
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| 3/1/2024 | Creekmur Asset Management LLC | 4,350 | $297K | 0.1% | N/A | 0.007% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 250,410 | $17.07M | 0.0% | -75.2% | 0.418% | |
| 2/26/2024 | Centaurus Financial Inc. | 2,010 | $137K | 0.0% | N/A | 0.003% | |
| 2/26/2024 | Virtu Financial LLC | 3,581 | $244K | 0.0% | -60.9% | 0.006% | |
| 2/20/2024 | Able Wealth Management LLC | 16,909 | $1.15M | 1.0% | N/A | 0.028% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 14,762 | $1.01M | 0.1% | N/A | 0.025% | |
| 2/14/2024 | VitalStone Financial LLC | 26,023 | $1.77M | 1.4% | -7.2% | 0.043% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 2,520 | $173K | 0.2% | N/A | 0.004% | |
| 2/14/2024 | Prudential PLC | 47,000 | $3.20M | 0.0% | N/A | 0.079% | |
| 2/13/2024 | Pinebridge Investments L.P. | 48,709 | $3.32M | 0.0% | N/A | 0.081% | |
