| 5/14/2024 | Northwest Wealth Management LLC | 14,202 | $656K | 0.2% | -5.3% | 0.029% | |
| 5/14/2024 | Mattern Wealth Management LLC | 28,222 | $1.30M | 0.3% | +3.0% | 0.058% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 8,525 | $394K | 0.0% | +5.9% | 0.018% | |
| 5/11/2024 | Chiron Capital Management LLC | 6,277 | $290K | 0.3% | -11.3% | 0.013% | |
| 5/10/2024 | Osaic Holdings Inc. | 714,363 | $33.01M | 0.1% | +0.7% | 1.468% | |
| 5/9/2024 | Private Portfolio Partners LLC | 45,779 | $2.12M | 0.4% | +4.6% | 0.094% | |
|
| 5/9/2024 | Kingsview Wealth Management LLC | 50,434 | $2.33M | 0.1% | +2.9% | 0.104% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 34,229 | $1.58M | 1.2% | +4.4% | 0.070% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 11,160 | $516K | 0.1% | -34.4% | 0.023% | |
| 5/8/2024 | Cozad Asset Management Inc. | 11,802 | $545K | 0.1% | -4.4% | 0.024% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 74,558 | $3.45M | 0.0% | -1.2% | 0.153% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 12,414 | $574K | 0.2% | -6.8% | 0.026% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 62,528 | $2.89M | 0.1% | +21.1% | 0.129% | |
| 5/7/2024 | Significant Wealth Partners LLC | 16,060 | $742K | 0.5% | +81.8% | 0.033% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 137,817 | $6.37M | 0.2% | -5.8% | 0.283% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 45,294 | $2.09M | 0.0% | +350.1% | 0.093% | |
| 5/6/2024 | TFG Advisers LLC | 12,370 | $572K | 0.2% | +46.9% | 0.025% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 21,441 | $991K | 0.0% | -72.3% | 0.044% | |
| 5/4/2024 | Csenge Advisory Group | 18,172 | $840K | 0.0% | -23.6% | 0.037% | |
| 5/3/2024 | MRA Advisory Group | 12,525 | $579K | 0.3% | -22.9% | 0.026% | |
| 5/3/2024 | Integrity Financial Corp WA | 78,109 | $3.61M | 2.5% | +10.3% | 0.161% | |
| 5/2/2024 | Mutual Advisors LLC | 34,604 | $1.60M | 0.1% | -22.0% | 0.071% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 34,901 | $1.61M | 0.2% | +4.7% | 0.072% | |
| 5/1/2024 | StoneX Group Inc. | 18,331 | $847K | 0.1% | -5.0% | 0.038% | |
| 5/1/2024 | Blackhawk Capital Partners LLC. | 52,119 | $2.41M | 1.5% | -1.6% | 0.107% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 123,596 | $5.71M | 0.0% | -19.9% | 0.254% | |
| 5/1/2024 | BNP Paribas Financial Markets | 19,748 | $913K | 0.0% | +1,677.5% | 0.041% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 38,566 | $1.78M | 0.1% | +7.3% | 0.079% | |
| 4/30/2024 | Private Advisor Group LLC | 72,739 | $3.36M | 0.0% | -27.5% | 0.150% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 76,432 | $3.53M | 0.2% | -7.8% | 0.157% | |
| 4/30/2024 | Curtis Advisory Group LLC | 12,327 | $570K | 0.2% | +7.2% | 0.025% | |
| 4/30/2024 | Hartline Investment Corp | 32,988 | $1.52M | 0.3% | N/A | 0.068% | |
| 4/30/2024 | Fortis Group Advisors LLC | 10,730 | $496K | 0.1% | -3.0% | 0.022% | |
| 4/30/2024 | Perigon Wealth Management LLC | 4,904 | $227K | 0.0% | N/A | 0.010% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 153,859 | $7.11M | 0.0% | -47.4% | 0.317% | |
| 4/26/2024 | Aspen Investment Management Inc | 74,730 | $3.45M | 1.8% | -15.1% | 0.155% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 115,393 | $5.33M | 0.7% | +90.9% | 0.239% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 137,423 | $6.33M | 0.3% | +6.9% | 0.284% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 32,003 | $1.48M | 0.2% | +12.4% | 0.066% | |
| 4/25/2024 | Eudaimonia Partners LLC | 31,439 | $1.45M | 0.3% | N/A | 0.065% | |
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| 4/25/2024 | Eudaimonia Advisors LLC | 18,294 | $845K | 0.4% | N/A | 0.038% | |
| 4/25/2024 | Presidio Capital Management LLC | 178,060 | $8.23M | 6.0% | +14.3% | 0.368% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 188,331 | $8.70M | 0.0% | -21.7% | 0.390% | |
| 4/24/2024 | Family Legacy Inc. | 4,941 | $228K | 0.1% | -11.3% | 0.010% | |
| 4/24/2024 | Trinity Legacy Partners LLC | 49,917 | $2.31M | 0.7% | -4.6% | 0.103% | |
| 4/24/2024 | NBT Bank N A NY | 7,237 | $334K | 0.0% | -5.3% | 0.015% | |
| 4/24/2024 | Spire Wealth Management | 3,856 | $178K | 0.0% | -9.6% | 0.008% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 115,951 | $5.36M | 2.8% | +18.8% | 0.240% | |
| 4/23/2024 | Global Retirement Partners LLC | 3,720 | $172K | 0.0% | -24.7% | 0.008% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 46,014 | $2.13M | 1.2% | -13.1% | 0.095% | |
| 4/23/2024 | Cherry Creek Investment Advisors Inc. | 183,863 | $8.50M | 4.6% | +3.0% | 0.381% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 73,584 | $3.40M | 0.3% | +6.8% | 0.153% | |
| 4/23/2024 | TrueWealth Advisors LLC | 82,496 | $3.81M | 1.5% | +471.6% | 0.171% | |
| 4/23/2024 | Strategic Blueprint LLC | 13,778 | $637K | 0.0% | +6.1% | 0.029% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 753,742 | $34.83M | 0.1% | -18.2% | 1.562% | |
| 4/22/2024 | American Financial Advisors LLC | 61,597 | $2.85M | 0.4% | -2.0% | 0.128% | |
| 4/22/2024 | Nilsine Partners LLC | 145,187 | $6.71M | 0.9% | +2.2% | 0.301% | |
| 4/22/2024 | Raymond James & Associates | 501,176 | $23.16M | 0.0% | +3.9% | 1.039% | |
| 4/22/2024 | Aurora Private Wealth Inc. | 72,166 | $3.33M | 2.9% | +12.7% | 0.150% | |
| 4/22/2024 | Edge Financial Advisors LLC | 9,610 | $444K | 0.4% | N/A | 0.020% | |
| 4/19/2024 | Capital Wealth Management LLC | 11,860 | $548K | 0.3% | -72.5% | 0.025% | |
| 4/19/2024 | Kovack Advisors Inc. | 66,760 | $3.09M | 0.4% | +17.3% | 0.139% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 37,570 | $1.74M | 0.8% | +11.8% | 0.078% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 133,265 | $6.16M | 0.9% | +5.1% | 0.277% | |
| 4/19/2024 | IVC Wealth Advisors LLC | 12,219 | $565K | 0.3% | -5.3% | 0.025% | |
| 4/18/2024 | Tower Wealth Partners Inc. | 197,725 | $9.14M | 5.9% | +3.0% | 0.411% | |
| 4/18/2024 | Saxon Interests Inc. | 47,042 | $2.17M | 1.0% | -1.9% | 0.098% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 15,410 | $712K | 0.0% | -56.9% | 0.032% | |
| 4/16/2024 | RiverTree Advisors LLC | 127,153 | $5.88M | 3.9% | -0.4% | 0.264% | |
| 4/16/2024 | Colorado Capital Management Inc. | 74,898 | $3.46M | 2.0% | -10.4% | 0.156% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 94,807 | $4.38M | 0.0% | +0.4% | 0.197% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 23,590 | $1.09M | 0.5% | -6.1% | 0.049% | |
| 4/15/2024 | Key Client Fiduciary Advisors LLC | 22,280 | $1.03M | 0.5% | +6.0% | 0.046% | |
| 4/15/2024 | Brookstone Capital Management | 11,711 | $541K | 0.0% | -4.4% | 0.024% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,494 | $69K | 0.0% | -22.4% | 0.003% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 7,038 | $325K | 0.1% | -13.3% | 0.015% | |
| 4/15/2024 | Financial Enhancement Group LLC | 56,100 | $2.59M | 0.4% | -16.6% | 0.117% | |
| 4/15/2024 | Flagstar Advisors Inc. | 50,808 | $2.35M | 0.7% | -18.0% | 0.106% | |
| 4/13/2024 | Inspirion Wealth Advisors LLC | 8,215 | $380K | 0.1% | -5.8% | 0.017% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 25,980 | $1.20M | 0.7% | -11.3% | 0.054% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 30,389 | $1.40M | 0.0% | -8.5% | 0.064% | |
| 4/12/2024 | McNaughton Wealth Management LLC | 61,624 | $2.85M | 1.6% | +4.9% | 0.129% | |
| 4/12/2024 | Global Assets Advisory LLC | 476,116 | $22.00M | 0.1% | +4,518.0% | 0.995% | |
| 4/12/2024 | Southland Equity Partners LLC | 6,897 | $319K | 0.1% | -27.9% | 0.014% | |
| 4/11/2024 | International Assets Investment Management LLC | 8,567 | $396K | 0.0% | -12.8% | 0.018% | |
| 4/11/2024 | Murphy Middleton Hinkle & Parker Inc. | 41,496 | $1.92M | 1.1% | -6.8% | 0.087% | |
| 4/11/2024 | &PARTNERS | 13,347 | $617K | 0.1% | N/A | 0.028% | |
| 4/11/2024 | RFG Advisory LLC | 165,796 | $7.66M | 0.3% | +7.9% | 0.346% | |
| 4/10/2024 | Park Avenue Securities LLC | 37,375 | $1.73M | 0.0% | +23.3% | 0.079% | |
| 4/10/2024 | TL Private Wealth | 464,284 | $21.48M | 10.6% | +4.8% | 0.978% | |
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| 4/10/2024 | EWG Elevate Inc. | 41,810 | $1.93M | 0.7% | +5.4% | 0.088% | |
| 4/10/2024 | BKA Wealth Consulting Inc. | 7,025 | $325K | 0.4% | +6.5% | 0.015% | |
| 4/8/2024 | RVW Wealth LLC | 24,534 | $1.13M | 0.1% | -13.8% | 0.052% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 50,833 | $2.34M | 0.1% | -4.0% | 0.108% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 37,537 | $1.73M | 0.4% | -9.4% | 0.080% | |
| 3/6/2024 | SageView Advisory Group LLC | 76,983 | $3.53M | 0.1% | -0.6% | 0.163% | |
| 3/6/2024 | Willner & Heller LLC | 5,261 | $242K | 0.3% | N/A | 0.011% | |
| 3/4/2024 | Richardson Financial Services Inc. | 4,871 | $224K | 0.2% | N/A | 0.010% | |
| 3/1/2024 | Creekmur Asset Management LLC | 45,057 | $2.08M | 0.6% | N/A | 0.096% | |
| 2/26/2024 | Centaurus Financial Inc. | 5,458 | $251K | 0.0% | -21.8% | 0.012% | |
