| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 8,002 | $479K | 0.2% | N/A | 0.042% | |
| 5/10/2024 | Osaic Holdings Inc. | 202,889 | $12.15M | 0.0% | +100.5% | 1.115% | |
| 5/10/2024 | Nwam LLC | 4,763 | $281K | 0.0% | -6.7% | 0.026% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 3,626 | $217K | 0.0% | N/A | 0.020% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 17,818 | $1.07M | 0.0% | +2.0% | 0.098% | |
| 5/7/2024 | WNY Asset Management LLC | 405,350 | $24.28M | 3.7% | -1.5% | 2.227% | |
|
| 5/7/2024 | BCGM Wealth Management LLC | 80,131 | $4.80M | 1.7% | -16.6% | 0.440% | |
| 5/4/2024 | Financial Connections Group Inc. | 9,427 | $565K | 0.6% | -55.9% | 0.052% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,585 | $95K | 0.0% | N/A | 0.009% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 2,351 | $141K | 0.0% | +91.8% | 0.013% | |
| 5/2/2024 | Mutual Advisors LLC | 70,595 | $4.23M | 0.1% | +7.3% | 0.388% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 745,094 | $44.62M | 0.1% | +21.0% | 4.094% | |
| 5/1/2024 | Avior Wealth Management LLC | 739,404 | $44.28M | 2.1% | -2.2% | 4.063% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 3,500 | $210K | 0.1% | N/A | 0.019% | |
| 4/30/2024 | Private Advisor Group LLC | 13,838 | $829K | 0.0% | -1.9% | 0.076% | |
| 4/30/2024 | MN Wealth Advisors LLC | 81,258 | $4.87M | 3.0% | -9.7% | 0.446% | |
| 4/30/2024 | Perigon Wealth Management LLC | 37,166 | $2.23M | 0.1% | +53.3% | 0.204% | |
| 4/30/2024 | Unionview LLC | 124,513 | $7.46M | 6.2% | N/A | 0.684% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 546,577 | $32.74M | 0.1% | +69.5% | 3.003% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 22,972 | $1.38M | 0.0% | +13.0% | 0.126% | |
| 4/24/2024 | Krilogy Financial LLC | 11,802 | $707K | 0.1% | -8.6% | 0.066% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 285,778 | $17.12M | 0.0% | +19.3% | 1.592% | |
| 4/23/2024 | StoneCrest Wealth Management Inc. | 28,653 | $1.72M | 1.5% | -1.7% | 0.160% | |
| 4/23/2024 | Sutton Place Investors LLC | 6,572 | $394K | 0.2% | +21.9% | 0.037% | |
| 4/22/2024 | Raymond James & Associates | 485,005 | $29.05M | 0.0% | +7.2% | 2.702% | |
| 4/19/2024 | Westside Investment Management Inc. | 3,731 | $223K | 0.1% | N/A | 0.021% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 12,783 | $766K | 0.1% | +2.6% | 0.071% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 257,113 | $15.40M | 3.4% | +2.4% | 1.432% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 3,370 | $202K | 0.1% | N/A | 0.019% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 24,186 | $1.45M | 0.0% | +7.8% | 0.135% | |
| 4/13/2024 | Priebe Wealth Holdings LLC | 14,513 | $869K | 0.7% | +12.8% | 0.081% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 3,394 | $203K | 0.0% | N/A | 0.019% | |
| 4/12/2024 | Strategic Planning Group LLC | 180,152 | $10.79M | 2.6% | +18.0% | 1.004% | |
| 4/12/2024 | Ignite Planners LLC | 3,385 | $202K | 0.1% | N/A | 0.019% | |
| 4/12/2024 | CMH Wealth Management LLC | 48,655 | $2.91M | 0.7% | +2.5% | 0.271% | |
| 4/12/2024 | Steph & Co. | 602,285 | $36.07M | 12.4% | N/A | 3.355% | |
| 4/11/2024 | Security Financial Services INC. | 6,342 | $380K | 0.1% | -13.3% | 0.035% | |
| 4/11/2024 | RDA Financial Network | 3,457 | $207K | 0.1% | N/A | 0.019% | |
| 4/10/2024 | Daymark Wealth Partners LLC | 260,561 | $15.61M | 0.6% | -0.2% | 1.452% | |
| 4/10/2024 | Triangle Securities Wealth Management | 35,188 | $2.11M | 0.6% | +65.0% | 0.196% | |
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| 4/9/2024 | Massmutual Trust Co. FSB ADV | 26,794 | $1.61M | 0.0% | -17.6% | 0.306% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 108,248 | $6.02M | 3.6% | +127.4% | 1.234% | |
| 2/21/2024 | WNY Asset Management LLC | 411,723 | $22.90M | 3.9% | -1.1% | 4.695% | |
| 2/14/2024 | Visionary Wealth Advisors | 69,986 | $3.89M | 0.3% | -2.1% | 0.798% | |
| 2/12/2024 | Stifel Financial Corp | 337,052 | $18.75M | 0.0% | +18.7% | 3.843% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 4,109 | $229K | 0.0% | +559.6% | 0.047% | |
| 2/12/2024 | 3Chopt Investment Partners LLC | 14,915 | $830K | 0.3% | N/A | 0.170% | |
| 2/9/2024 | CreativeOne Wealth LLC | 27,561 | $1.53M | 0.1% | -18.7% | 0.314% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 5,249 | $292K | 0.0% | -11.0% | 0.060% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 4,573 | $254K | 0.0% | -11.3% | 0.052% | |
| 2/9/2024 | UBS Group AG | 210,868 | $11.73M | 0.0% | +8.2% | 2.404% | |
| 2/8/2024 | BCGM Wealth Management LLC | 96,036 | $5.34M | 2.2% | N/A | 1.095% | |
| 2/8/2024 | Wade G W & Inc. | 154,518 | $8.59M | 0.3% | +246.4% | 1.762% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 615,571 | $34.24M | 0.1% | +33.2% | 7.019% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 17,477 | $972K | 0.0% | +27.8% | 0.199% | |
| 2/6/2024 | Lincoln National Corp | 29,148 | $1.62M | 0.0% | +23.2% | 0.332% | |
| 2/6/2024 | Private Advisor Group LLC | 14,112 | $785K | 0.0% | +172.5% | 0.161% | |
| 2/6/2024 | Vestmark Advisory Solutions Inc. | 261,431 | $14.54M | 0.7% | +9.2% | 2.981% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 20,335 | $1.13M | 0.0% | -15.4% | 0.232% | |
| 2/5/2024 | Avaii Wealth Management LLC | 118,581 | $6.60M | 4.3% | +19.0% | 1.352% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 5,985 | $333K | 0.0% | -12.0% | 0.068% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 5,826 | $324K | 0.0% | +7.8% | 0.066% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 17,795 | $990K | 0.0% | +27.6% | 0.203% | |
| 2/1/2024 | Northwest Capital Management Inc | 14,177 | $789K | 0.3% | N/A | 0.162% | |
| 2/1/2024 | CWM LLC | 76,460 | $4.25M | 0.0% | +94.2% | 0.872% | |
| 1/31/2024 | Litman Gregory Wealth Management LLC | 11,305 | $629K | 0.1% | -4.2% | 0.129% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 18,430 | $1.03M | 0.1% | +16.4% | 0.210% | |
| 1/30/2024 | Avior Wealth Management LLC | 756,031 | $42.05M | 2.5% | +26.1% | 8.621% | |
| 1/30/2024 | SFI Advisors LLC | 87,520 | $4.87M | 4.2% | +274.9% | 0.998% | |
| 1/29/2024 | Crumly & Associates Inc. | 16,841 | $937K | 0.3% | N/A | 0.192% | |
| 1/29/2024 | Perigon Wealth Management LLC | 24,238 | $1.35M | 0.0% | N/A | 0.276% | |
| 1/29/2024 | Sutton Place Investors LLC | 5,391 | $300K | 0.2% | +8.1% | 0.061% | |
| 1/26/2024 | Priebe Wealth Holdings LLC | 12,863 | $715K | 0.6% | N/A | 0.147% | |
| 1/26/2024 | Krilogy Financial LLC | 12,911 | $718K | 0.1% | -15.8% | 0.147% | |
| 1/26/2024 | Financial Connections Group Inc. | 21,396 | $1.19M | 0.8% | -33.0% | 0.244% | |
| 1/25/2024 | Americana Partners LLC | 153,927 | $8.56M | 0.8% | +1.6% | 1.755% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 6,157 | $342K | 0.0% | +14.4% | 0.070% | |
| 1/24/2024 | Private Trust Co. NA | 2,375 | $132K | 0.0% | +59.7% | 0.027% | |
| 1/23/2024 | DAVENPORT & Co LLC | 9,568 | $532K | 0.0% | +40.1% | 0.109% | |
| 1/22/2024 | Country Club Bank GFN | 8,450 | $472K | 0.0% | N/A | 0.096% | |
| 1/22/2024 | StoneCrest Wealth Management Inc. | 29,142 | $1.62M | 1.6% | N/A | 0.332% | |
| 1/19/2024 | CMH Wealth Management LLC | 47,486 | $2.64M | 0.6% | +4.3% | 0.541% | |
| 1/18/2024 | Global Retirement Partners LLC | 6,851 | $375K | 0.0% | -17.2% | 0.078% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 239,576 | $13.33M | 0.0% | -0.8% | 2.732% | |
| 1/16/2024 | Security Financial Services INC. | 7,311 | $407K | 0.1% | -2.9% | 0.083% | |
| 1/16/2024 | Raymond James & Associates | 452,635 | $25.18M | 0.0% | +7.5% | 5.161% | |
| 1/16/2024 | Rosenberg Matthew Hamilton | 707 | $39K | 0.0% | N/A | 0.008% | |
| 1/16/2024 | Cooper Financial Group | 11,801 | $656K | 0.1% | -38.2% | 0.135% | |
| 1/12/2024 | Mutual Advisors LLC | 65,800 | $3.66M | 0.1% | +3.0% | 0.750% | |
| 1/12/2024 | GPS Wealth Strategies Group LLC | 9,109 | $507K | 0.1% | +55.4% | 0.104% | |
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| 1/11/2024 | Whittier Trust Co. of Nevada Inc. | 1,226 | $68K | 0.0% | N/A | 0.014% | |
| 1/11/2024 | Raymond James Trust N.A. | 4,970 | $276K | 0.0% | N/A | 0.057% | |
| 1/11/2024 | Triangle Securities Wealth Management | 21,323 | $1.19M | 0.4% | +377.9% | 0.243% | |
| 1/11/2024 | Alliance Wealth Advisors LLC | 37,866 | $2.11M | 1.4% | +6.8% | 0.432% | |
| 1/10/2024 | Wayfinding Financial LLC | 11,962 | $665K | 0.5% | +12.7% | 0.136% | |
| 1/9/2024 | Daymark Wealth Partners LLC | 261,007 | $14.52M | 0.7% | +38.3% | 2.976% | |
| 1/9/2024 | Arlington Financial Advisors LLC | 251,055 | $13.96M | 4.2% | +2.5% | 2.863% | |
| 1/3/2024 | Massmutual Trust Co. FSB ADV | 32,499 | $1.81M | 0.1% | -4.2% | 0.371% | |
| 12/14/2023 | WNY Asset Management LLC | 416,157 | $21.33M | 4.2% | +9.2% | 4.745% | |
| 11/30/2023 | ARQ Wealth Advisors LLC | 47,594 | $2.44M | 1.8% | N/A | 0.543% | |
