| 5/31/2024 | Maxwell Wealth Strategies Inc. | 28,119 | $3.90M | 2.0% | +31.3% | 0.023% | |
| 5/31/2024 | First Citizens Financial Corp | 105,999 | $14.32M | 8.5% | +2.5% | 0.086% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 220,798 | $29.82M | 0.1% | +4.9% | 0.180% | |
| 5/24/2024 | Cetera Advisors LLC | 287,342 | $38.81M | 0.3% | +63.7% | 0.234% | |
| 5/24/2024 | Cetera Investment Advisers | 743,002 | $100.35M | 0.2% | +131.6% | 0.605% | |
| 5/24/2024 | Invst LLC | 75,421 | $10.22M | 1.2% | +13.4% | 0.061% | |
|
| 5/24/2024 | Dodds Wealth LLC | 1,769 | $239K | 0.1% | -7.5% | 0.001% | |
| 5/21/2024 | Atria Investments Inc | 138,173 | $18.66M | 0.3% | +11.9% | 0.112% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 2,375 | $319K | 0.1% | +44.8% | 0.002% | |
| 5/17/2024 | Comerica Bank | 71,174 | $9.61M | 0.0% | +50.9% | 0.058% | |
| 5/17/2024 | Tidal Investments LLC | 140,082 | $18.96M | 0.3% | +25.6% | 0.114% | |
| 5/17/2024 | Creekmur Asset Management LLC | 459 | $62K | 0.0% | -17.9% | 0.000% | |
| 5/16/2024 | Redwood Investment Management LLC | 6,942 | $938K | 0.1% | +49.8% | 0.006% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 63,125 | $8.53M | 0.2% | +3.2% | 0.051% | |
| 5/16/2024 | Ancora Advisors LLC | 13,306 | $1.80M | 0.0% | +94.3% | 0.011% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 882,744 | $119.22M | 3.8% | N/A | 0.719% | |
| 5/16/2024 | High Falls Advisors Inc | 77,359 | $10.45M | 2.6% | -2.4% | 0.063% | |
| 5/16/2024 | Prudent Investors Network Inc. | 5,612 | $758K | 0.3% | N/A | 0.005% | |
| 5/16/2024 | Icon Wealth Advisors LLC | 111,946 | $15.12M | 1.4% | +9.7% | 0.091% | |
| 5/16/2024 | Captrust Financial Advisors | 401,084 | $54.17M | 0.2% | -3.1% | 0.326% | |
| 5/15/2024 | Ascent Group LLC | 35,535 | $4.80M | 0.4% | +19.0% | 0.029% | |
| 5/15/2024 | SVB Wealth LLC | 7,758 | $1.05M | 0.0% | -11.1% | 0.006% | |
| 5/15/2024 | Flow Traders U.S. LLC | 43,742 | $5.91M | 0.3% | N/A | 0.036% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 21,638 | $2.92M | 0.2% | +17.7% | 0.018% | |
| 5/15/2024 | BOKF NA | 903 | $122K | 0.0% | +20.1% | 0.001% | |
| 5/15/2024 | Kestra Advisory Services LLC | 298,004 | $40.25M | 0.3% | +8.5% | 0.243% | |
| 5/15/2024 | 1832 Asset Management L.P. | 373,406 | $50.43M | 0.0% | +6,689.2% | 0.304% | |
| 5/14/2024 | JT Stratford LLC | 2,148 | $290K | 0.1% | -9.1% | 0.002% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 1,700 | $230K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 3,889 | $525K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | EP Wealth Advisors LLC | 11,400 | $1.54M | 0.0% | +1.0% | 0.009% | |
| 5/14/2024 | CreativeOne Wealth LLC | 136,038 | $18.37M | 0.7% | +52.4% | 0.111% | |
| 5/14/2024 | Commonwealth Financial Services LLC | 89,529 | $12.09M | 3.2% | +0.1% | 0.073% | |
| 5/14/2024 | Pitcairn Co. | 1,963 | $265K | 0.0% | N/A | 0.002% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 1,200 | $162K | 0.0% | -21.1% | 0.001% | |
| 5/13/2024 | Hilltop Partners LLC | 4,034 | $545K | 0.2% | +2.3% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,079 | $146K | 0.0% | +75.4% | 0.001% | |
| 5/13/2024 | PAX Financial Group LLC | 37,509 | $5.07M | 1.0% | +7.4% | 0.031% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 15,202 | $2.05M | 0.2% | -3.3% | 0.012% | |
| 5/10/2024 | Allstate Corp | 7,550 | $1.02M | 0.1% | N/A | 0.006% | |
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| 5/10/2024 | Osaic Holdings Inc. | 473,804 | $64.01M | 0.1% | -59.3% | 0.386% | |
| 5/10/2024 | TIAA Trust National Association | 5,205 | $703K | 0.0% | -2.9% | 0.004% | |
| 5/10/2024 | Ciovacco Capital Management LLC | 70,905 | $9.58M | 6.4% | +0.9% | 0.058% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 49,442 | $6.68M | 1.1% | +25.2% | 0.040% | |
| 5/10/2024 | Banco Santander S.A. | 1,548 | $209K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | Bright Financial Advisors Inc. | 5,347 | $722K | 0.5% | N/A | 0.004% | |
| 5/10/2024 | GM Advisory Group LLC | 1,488 | $201K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | Nwam LLC | 19,954 | $2.69M | 0.2% | -1.8% | 0.016% | |
| 5/9/2024 | Blair William & Co. IL | 22,470 | $3.04M | 0.0% | -3.2% | 0.018% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 65,475 | $8.84M | 0.1% | +3.9% | 0.053% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 3,152 | $426K | 0.0% | +67.4% | 0.003% | |
| 5/9/2024 | Condor Capital Management | 19,299 | $2.61M | 0.3% | -10.0% | 0.016% | |
| 5/9/2024 | Planning Directions Inc. | 1,853 | $250K | 0.2% | N/A | 0.002% | |
| 5/9/2024 | SageView Advisory Group LLC | 63,184 | $8.53M | 0.4% | N/A | 0.051% | |
| 5/9/2024 | Avid Wealth Partners LLC | 27,432 | $3.71M | 3.0% | -80.5% | 0.022% | |
| 5/9/2024 | Interchange Capital Partners LLC | 7,604 | $1.09M | 0.7% | +12.3% | 0.006% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 33,616 | $4.54M | 0.9% | -0.9% | 0.027% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 15,323 | $2.07M | 0.2% | +660.1% | 0.012% | |
| 5/8/2024 | FPC Investment Advisory Inc. | 7,965 | $1.03M | 1.0% | N/A | 0.006% | |
| 5/8/2024 | West Wealth Group LLC | 68,029 | $9.19M | 3.4% | +5.8% | 0.055% | |
| 5/8/2024 | TSA Wealth Managment LLC | 47,822 | $6.46M | 2.8% | +3.8% | 0.039% | |
| 5/8/2024 | Bleakley Financial Group LLC | 68,407 | $9.24M | 0.3% | -7.9% | 0.056% | |
| 5/8/2024 | Heritage Wealth Advisors | 265 | $36K | 0.0% | -30.1% | 0.000% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 342,524 | $46.26M | 0.4% | +82.4% | 0.279% | |
| 5/8/2024 | US Bancorp DE | 131,966 | $17.82M | 0.0% | +1.5% | 0.107% | |
| 5/8/2024 | Russell Investments Group Ltd. | 45,465 | $6.14M | 0.0% | -0.7% | 0.037% | |
| 5/8/2024 | QRG Capital Management Inc. | 1,635 | $221K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Semus Wealth Partners LLC | 1,866 | $252K | 0.2% | +8.9% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 12,387 | $1.67M | 0.2% | +32.7% | 0.010% | |
| 5/7/2024 | NorthRock Partners LLC | 3,588 | $485K | 0.0% | +7.8% | 0.003% | |
| 5/7/2024 | Choate Investment Advisors | 4,950 | $669K | 0.0% | -20.6% | 0.004% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 59,338 | $8.01M | 0.3% | +27.8% | 0.048% | |
| 5/7/2024 | Atomi Financial Group Inc. | 56,293 | $7.60M | 0.7% | +118.8% | 0.046% | |
| 5/7/2024 | Montag A & Associates Inc. | 5,986 | $808K | 0.0% | -1.3% | 0.005% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 18,777 | $2.54M | 1.6% | +6.3% | 0.015% | |
| 5/7/2024 | EQ LLC | 17,064 | $2.31M | 1.4% | +17.3% | 0.014% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 7,281 | $983K | 0.0% | +1.2% | 0.006% | |
| 5/7/2024 | PFG Advisors | 3,958 | $535K | 0.0% | +2.5% | 0.003% | |
| 5/7/2024 | Wealthspire Advisors LLC | 20,135 | $2.72M | 0.0% | -3.2% | 0.016% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,360,028 | $183.69M | 0.7% | +8.1% | 1.107% | |
| 5/6/2024 | SYM FINANCIAL Corp | 452 | $61K | 0.0% | N/A | 0.000% | |
| 5/6/2024 | VitalStone Financial LLC | 264 | $36K | 0.0% | N/A | 0.000% | |
| 5/6/2024 | Advisory Services Network LLC | 171,476 | $23.16M | 0.5% | -2.8% | 0.140% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 33,100 | $4.47M | 0.2% | -11.3% | 0.027% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 2,950 | $398K | 0.3% | -27.0% | 0.002% | |
| 5/6/2024 | Advisory Alpha LLC | 7,877 | $1.06M | 0.0% | -4.4% | 0.006% | |
| 5/4/2024 | SPC Financial Inc. | 147,695 | $19.95M | 1.9% | -0.7% | 0.120% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 19,235 | $2.60M | 1.2% | +20.1% | 0.016% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 9,761 | $1.32M | 0.1% | -1.9% | 0.008% | |
| 5/4/2024 | Essex LLC | 43,270 | $5.84M | 1.3% | -3.1% | 0.035% | |
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| 5/4/2024 | Commonwealth Retirement Investments LLC | 7,500 | $1.01M | 0.5% | +20.5% | 0.006% | |
| 5/4/2024 | Csenge Advisory Group | 28,275 | $3.82M | 0.2% | +3.4% | 0.023% | |
| 5/3/2024 | Catalina Capital Group LLC | 8,705 | $1.18M | 0.5% | +6.9% | 0.007% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 19,305 | $2.61M | 0.1% | +1.1% | 0.016% | |
| 5/3/2024 | Forte Asset Management LLC | 29,841 | $4.03M | 2.4% | -6.9% | 0.024% | |
| 5/3/2024 | TFB Advisors LLC | 2,265 | $288K | 0.1% | +4.8% | 0.002% | |
| 5/3/2024 | Smithbridge Asset Management Inc. DE | 10,592 | $1.43M | 0.3% | -1.6% | 0.009% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 80,799 | $10.91M | 1.3% | -27.0% | 0.066% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 1,536 | $207K | 0.0% | N/A | 0.001% | |
| 5/3/2024 | Commerce Bank | 180,796 | $24.42M | 0.2% | -0.6% | 0.147% | |
