| 5/9/2024 | Private Portfolio Partners LLC | 7,239 | $797K | 0.2% | N/A | 0.016% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 150,534 | $16.57M | 0.2% | N/A | 0.336% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 3,362 | $370K | 0.0% | -6.1% | 0.008% | |
| 5/9/2024 | Avid Wealth Partners LLC | 50,881 | $5.60M | 4.5% | -40.3% | 0.114% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 764,268 | $84.11M | 1.4% | N/A | 1.706% | |
| 5/8/2024 | Sheets Smith Wealth Management | 16,673 | $1.84M | 0.2% | N/A | 0.037% | |
|
| 5/8/2024 | Avantax Advisory Services Inc. | 213,358 | $23.48M | 0.2% | +61.3% | 0.476% | |
| 5/8/2024 | US Bancorp DE | 38,231 | $4.21M | 0.0% | +17.3% | 0.085% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 52,193 | $5.74M | 0.6% | +5.5% | 0.117% | |
| 5/7/2024 | Atomi Financial Group Inc. | 2,648 | $291K | 0.0% | N/A | 0.006% | |
| 5/7/2024 | PFG Advisors | 33,108 | $3.64M | 0.3% | +0.4% | 0.074% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 49,177 | $5.41M | 0.0% | +223.1% | 0.110% | |
| 5/6/2024 | Advisory Services Network LLC | 40,437 | $4.45M | 0.1% | +27.6% | 0.090% | |
| 5/6/2024 | Advisory Alpha LLC | 5,691 | $626K | 0.0% | -31.2% | 0.013% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 4,577 | $504K | 0.0% | +223.5% | 0.010% | |
| 5/4/2024 | Csenge Advisory Group | 12,007 | $1.32M | 0.1% | +3.5% | 0.027% | |
| 5/4/2024 | Glassman Wealth Services | 510 | $56K | 0.0% | N/A | 0.001% | |
| 5/3/2024 | Absolute Capital Management LLC | 4,838 | $532K | 0.3% | -29.8% | 0.011% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 59,431 | $6.52M | 2.5% | +15.6% | 0.133% | |
| 5/2/2024 | Lionsbridge Wealth Management LLC | 17,792 | $1.96M | 1.5% | +86.9% | 0.040% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 67,743 | $7.47M | 1.3% | +2.4% | 0.151% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 101,155 | $11.13M | 0.0% | +204.3% | 0.226% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 42,283 | $4.65M | 0.3% | +135.7% | 0.094% | |
| 5/1/2024 | Avior Wealth Management LLC | 134,546 | $14.81M | 0.7% | +70.7% | 0.300% | |
| 5/1/2024 | Retirement Group LLC | 7,304 | $804K | 0.3% | +12.5% | 0.016% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 2,669 | $294K | 0.0% | N/A | 0.006% | |
| 4/30/2024 | Private Advisor Group LLC | 133,279 | $14.67M | 0.1% | +46.8% | 0.297% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 20,485 | $2.25M | 0.1% | +17.9% | 0.046% | |
| 4/30/2024 | Fortis Group Advisors LLC | 6,216 | $684K | 0.1% | N/A | 0.014% | |
| 4/30/2024 | Concord Wealth Partners | 59,275 | $6.52M | 1.2% | -11.0% | 0.132% | |
| 4/30/2024 | Arkadios Wealth Advisors | 6,147 | $677K | 0.1% | +5.0% | 0.014% | |
| 4/30/2024 | Perigon Wealth Management LLC | 4,104 | $452K | 0.0% | -4.2% | 0.009% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 800,800 | $88.13M | 0.1% | +38.7% | 1.846% | |
| 4/29/2024 | Benjamin Edwards Inc. | 50,049 | $5.51M | 1.1% | +4.3% | 0.115% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,023,600 | $112.65M | 2.0% | -0.9% | 2.359% | |
| 4/26/2024 | SFG Wealth Management LLC. | 17,297 | $1.90M | 1.1% | N/A | 0.040% | |
| 4/26/2024 | MONECO Advisors LLC | 3,771 | $415K | 0.1% | -4.6% | 0.009% | |
| 4/26/2024 | Bogart Wealth LLC | 368,063 | $40.51M | 2.1% | +38.5% | 0.848% | |
| 4/25/2024 | Eudaimonia Partners LLC | 16,823 | $1.85M | 0.4% | +11.4% | 0.039% | |
| 4/25/2024 | MFA Wealth Advisors LLC | 63,329 | $6.97M | 1.8% | N/A | 0.146% | |
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| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 265,967 | $29.27M | 0.1% | +46.2% | 0.613% | |
| 4/25/2024 | Christopher J. Hasenberg Inc | 154,568 | $17.01M | 8.4% | N/A | 0.356% | |
| 4/24/2024 | CENTRAL TRUST Co | 41,599 | $4.58M | 0.1% | -1.4% | 0.096% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 8,830 | $972K | 0.4% | +7.3% | 0.020% | |
| 4/24/2024 | Smith Anglin Financial LLC | 522,590 | $57.51M | 5.9% | +4.9% | 1.204% | |
| 4/24/2024 | Spire Wealth Management | 592 | $65K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | Financial Freedom LLC | 8,671 | $954K | 0.6% | +131.8% | 0.020% | |
| 4/23/2024 | Global Retirement Partners LLC | 4,927 | $542K | 0.0% | +108.4% | 0.011% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 6,900 | $759K | 0.4% | -1.5% | 0.016% | |
| 4/23/2024 | Mason & Associates Inc | 47,662 | $5.25M | 1.4% | N/A | 0.110% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 469 | $52K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | United Asset Strategies Inc. | 8,502 | $936K | 0.1% | N/A | 0.020% | |
| 4/23/2024 | Venturi Wealth Management LLC | 13,412 | $1.48M | 0.1% | +64.5% | 0.031% | |
| 4/23/2024 | Masso Torrence Wealth Management Inc. | 113,054 | $12.44M | 7.4% | +3.0% | 0.261% | |
| 4/23/2024 | Principle Wealth Partners LLC | 68,002 | $7.48M | 0.6% | +5.4% | 0.157% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 505,204 | $55.60M | 0.1% | +28.3% | 1.164% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 11,550 | $1.27M | 0.1% | N/A | 0.027% | |
| 4/22/2024 | Centennial Wealth Advisory LLC | 14,025 | $1.54M | 0.7% | N/A | 0.032% | |
| 4/22/2024 | Family Investment Center Inc. | 206,624 | $22.74M | 7.3% | +3,248.3% | 0.476% | |
| 4/22/2024 | Raymond James & Associates | 149,692 | $16.47M | 0.0% | -5.0% | 0.345% | |
| 4/22/2024 | Edge Financial Advisors LLC | 12,512 | $1.39M | 1.2% | N/A | 0.029% | |
| 4/19/2024 | New Century Financial Group LLC | 1,900 | $209K | 0.1% | N/A | 0.004% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 33,187 | $3.65M | 1.7% | +9.3% | 0.076% | |
| 4/19/2024 | Westside Investment Management Inc. | 1,141 | $125K | 0.0% | N/A | 0.003% | |
| 4/19/2024 | WFA Asset Management Corp | 26,934 | $2.96M | 1.5% | N/A | 0.062% | |
| 4/18/2024 | Breakwater Capital Group | 7,407 | $815K | 0.2% | +12.3% | 0.017% | |
| 4/17/2024 | Trilogy Capital Inc. | 441,935 | $48.64M | 2.8% | +1,577.0% | 1.019% | |
| 4/17/2024 | Founders Financial Securities LLC | 5,840 | $643K | 0.1% | +26.3% | 0.013% | |
| 4/16/2024 | Enzi Wealth | 85,456 | $8.93M | 4.2% | +4.4% | 0.197% | |
| 4/16/2024 | Hengehold Capital Management LLC | 171,836 | $18.91M | 2.0% | N/A | 0.396% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 31,191 | $3.43M | 0.0% | +10.1% | 0.072% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 35,533 | $3.91M | 1.9% | +99.9% | 0.082% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 41,069 | $4.52M | 0.1% | +19.3% | 0.095% | |
| 4/15/2024 | Key Client Fiduciary Advisors LLC | 6,314 | $695K | 0.4% | N/A | 0.015% | |
| 4/15/2024 | Sound Income Strategies LLC | 2,035 | $224K | 0.0% | N/A | 0.005% | |
| 4/12/2024 | Keystone Wealth Services LLC | 13,163 | $1.45M | 0.5% | N/A | 0.097% | |
| 4/12/2024 | Global Assets Advisory LLC | 380,575 | $41.88M | 0.1% | N/A | 2.811% | |
| 4/12/2024 | Southland Equity Partners LLC | 1,967 | $216K | 0.1% | N/A | 0.015% | |
| 4/11/2024 | &PARTNERS | 5,440 | $599K | 0.1% | N/A | 0.040% | |
| 4/10/2024 | Park Avenue Securities LLC | 4,471 | $492K | 0.0% | N/A | 0.033% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 7,878 | $867K | 0.2% | +8.2% | 0.058% | |
| 4/10/2024 | EWG Elevate Inc. | 51,782 | $5.70M | 2.2% | N/A | 0.382% | |
| 4/9/2024 | Mather Group LLC. | 1,075 | $118K | 0.0% | N/A | 0.008% | |
| 4/3/2024 | Duncan Williams Asset Management LLC | 9,556 | $1.05M | 0.9% | N/A | 0.071% | |
| 4/1/2024 | Confluence Investment Management LLC | 472,710 | $52.02M | 0.7% | N/A | 3.491% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 5,475 | $486K | 0.0% | N/A | 0.040% | |
| 3/13/2024 | MONECO Advisors LLC | 3,951 | $350K | 0.1% | +7.0% | 0.029% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 107,271 | $9.52M | 2.1% | N/A | 0.792% | |
| 3/6/2024 | Willner & Heller LLC | 2,580 | $229K | 0.3% | N/A | 0.019% | |
| 2/26/2024 | Centaurus Financial Inc. | 2,596 | $230K | 0.0% | +7.4% | 0.019% | |
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| 2/20/2024 | Pacific Center for Financial Services | 212,535 | $18.85M | 5.9% | N/A | 1.570% | |
| 2/15/2024 | Comerica Bank | 14,581 | $1.29M | 0.0% | +43.9% | 0.108% | |
| 2/14/2024 | MGO One Seven LLC | 76,526 | $6.79M | 0.4% | +2,087.7% | 0.565% | |
| 2/14/2024 | Visionary Wealth Advisors | 59,401 | $5.27M | 0.4% | +72.9% | 0.439% | |
| 2/14/2024 | Enzi Wealth | 81,850 | $7.87M | 3.8% | +140.1% | 0.605% | |
| 2/14/2024 | Connectus Wealth LLC | 80,766 | $7.17M | 0.1% | +913.0% | 0.596% | |
| 2/14/2024 | Traction Financial Partners LLC | 10,270 | $911K | 0.6% | N/A | 0.076% | |
| 2/13/2024 | 1832 Asset Management L.P. | 430,852 | $38.22M | 0.1% | N/A | 3.182% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 146,540 | $13M | 0.1% | +72.6% | 1.082% | |
| 2/13/2024 | Per Stirling Capital Management LLC. | 118,206 | $10.49M | 1.9% | +8.5% | 0.873% | |
