| 5/16/2024 | Econ Financial Services Corp | 48,505 | $2.56M | 1.6% | -23.5% | 0.060% | |
| 5/15/2024 | SVB Wealth LLC | 192,691 | $10.19M | 0.2% | -3.2% | 0.238% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 8,330 | $440K | 0.1% | N/A | 0.010% | |
| 5/14/2024 | JT Stratford LLC | 22,743 | $1.20M | 0.2% | +6.0% | 0.028% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 52,060 | $2.75M | 0.7% | +5.8% | 0.064% | |
| 5/14/2024 | CreativeOne Wealth LLC | 34,308 | $1.81M | 0.1% | +1.9% | 0.042% | |
|
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 1,634 | $86K | 0.0% | N/A | 0.002% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 529,410 | $27.99M | 2.3% | -2.2% | 0.663% | |
| 5/10/2024 | Osaic Holdings Inc. | 488,150 | $25.81M | 0.1% | +108.3% | 0.612% | |
| 5/10/2024 | Nwam LLC | 11,926 | $612K | 0.0% | -30.0% | 0.015% | |
| 5/9/2024 | Delos Wealth Advisors LLC | 53,507 | $2.83M | 3.2% | +82.5% | 0.067% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 38,510 | $2.04M | 0.1% | +39.5% | 0.048% | |
| 5/9/2024 | Ledyard National Bank | 153,435 | $8.11M | 0.8% | +11.6% | 0.192% | |
| 5/9/2024 | D Orazio & Associates Inc. | 107,704 | $5.69M | 0.9% | N/A | 0.135% | |
| 5/8/2024 | West Wealth Group LLC | 272,008 | $14.38M | 5.3% | N/A | 0.341% | |
| 5/8/2024 | Heritage Wealth Advisors | 7,926 | $419K | 0.0% | N/A | 0.010% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 46,319 | $2.45M | 0.0% | -2.1% | 0.058% | |
| 5/8/2024 | Keeler Thomas Management LLC | 81,588 | $4.31M | 1.5% | +12.8% | 0.102% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 44,177 | $2.34M | 0.2% | +20.8% | 0.055% | |
| 5/7/2024 | 49 Wealth Management LLC | 7,183 | $378K | 0.1% | +33.5% | 0.009% | |
| 5/7/2024 | Facet Wealth Inc. | 75,162 | $3.85M | 0.1% | N/A | 0.094% | |
| 5/7/2024 | PFG Advisors | 8,967 | $474K | 0.0% | -4.1% | 0.011% | |
| 5/7/2024 | Wealthspire Advisors LLC | 32,139 | $1.70M | 0.0% | -4.7% | 0.040% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 493,720 | $26.10M | 7.2% | -1.1% | 0.619% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 204,476 | $10.81M | 0.0% | -96.3% | 0.256% | |
| 5/6/2024 | Gallacher Capital Management LLC | 66,129 | $3.50M | 1.8% | +0.6% | 0.083% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 93,592 | $4.95M | 0.2% | +27.3% | 0.117% | |
| 5/3/2024 | Signaturefd LLC | 5,388,523 | $284.89M | 6.0% | +2.3% | 6.753% | |
| 5/3/2024 | FDx Advisors Inc. | 92,107 | $4.87M | 0.7% | -6.5% | 0.115% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 586,814 | $31.03M | 1.5% | +2.1% | 0.735% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 2,634 | $139K | 0.0% | +107.1% | 0.003% | |
| 5/2/2024 | Mutual Advisors LLC | 39,413 | $2.08M | 0.1% | +239.7% | 0.049% | |
| 5/2/2024 | Mendel Money Management | 12,621 | $667K | 0.3% | -214.7% | 0.016% | |
| 5/2/2024 | REDW Wealth LLC | 603,954 | $31.93M | 8.6% | +3.1% | 0.757% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 673,419 | $35.60M | 0.1% | +21.9% | 0.844% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 115,566 | $6.11M | 0.9% | -1.7% | 0.145% | |
| 5/1/2024 | Blue Trust Inc. | 41,624 | $2.20M | 0.0% | -21.5% | 0.052% | |
| 5/1/2024 | Diversify Advisory Services LLC | 15,795 | $832K | 0.0% | N/A | 0.020% | |
| 4/30/2024 | Private Advisor Group LLC | 42,546 | $2.25M | 0.0% | +35.1% | 0.053% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 91,005 | $4.81M | 0.2% | +11.2% | 0.114% | |
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| 4/30/2024 | TFC Financial Management Inc. | 588,599 | $31.12M | 5.5% | +3.5% | 0.738% | |
| 4/30/2024 | Norden Group LLC | 10,540 | $557K | 0.0% | N/A | 0.013% | |
| 4/30/2024 | Concord Wealth Partners | 173,656 | $9.18M | 1.7% | -8.5% | 0.218% | |
| 4/30/2024 | MN Wealth Advisors LLC | 90,660 | $4.79M | 3.0% | -8.2% | 0.114% | |
| 4/30/2024 | Perigon Wealth Management LLC | 192,854 | $10.20M | 0.3% | +1,908.9% | 0.242% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 856,257 | $45.27M | 0.1% | +9.1% | 1.073% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 67,649 | $3.58M | 0.1% | +13.6% | 0.085% | |
| 4/29/2024 | Horizon Advisory Services Inc. | 489,966 | $25.91M | 12.1% | N/A | 0.614% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 96,858 | $4.92M | 0.9% | +56.9% | 0.121% | |
| 4/26/2024 | MBA Advisors LLC | 127,081 | $6.72M | 3.5% | +2.9% | 0.159% | |
| 4/26/2024 | Sage Advisory Services Ltd.Co. | 502,374 | $26.56M | 7.3% | -6.9% | 0.630% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 245,330 | $12.97M | 0.0% | +140.1% | 0.308% | |
| 4/24/2024 | Fulcrum Equity Management | 22,647 | $1.20M | 1.4% | N/A | 0.028% | |
| 4/24/2024 | Archford Capital Strategies LLC | 177,518 | $9.39M | 1.6% | +11.0% | 0.223% | |
| 4/24/2024 | Spire Wealth Management | 20,252 | $1.07M | 0.0% | +11.8% | 0.025% | |
| 4/23/2024 | Global Retirement Partners LLC | 23,556 | $1.25M | 0.0% | +12.3% | 0.030% | |
| 4/23/2024 | Mason & Associates Inc | 641,763 | $33.93M | 9.1% | N/A | 0.807% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 1,542,902 | $81.57M | 8.5% | +4.1% | 1.940% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 8,417 | $445K | 0.0% | N/A | 0.011% | |
| 4/23/2024 | Petra Financial Advisors Inc. | 99,887 | $5.28M | 3.9% | +2.6% | 0.126% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 421,745 | $22.30M | 0.0% | +86.5% | 0.530% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 28,229 | $1.49M | 0.1% | +10.9% | 0.035% | |
| 4/22/2024 | Raymond James & Associates | 260,333 | $13.76M | 0.0% | +29.4% | 0.327% | |
| 4/19/2024 | Teamwork Financial Advisors LLC | 11,149 | $589K | 0.1% | -7.5% | 0.014% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 92,449 | $4.89M | 0.4% | +4.4% | 0.116% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 16,312 | $862K | 0.1% | +11.3% | 0.021% | |
| 4/19/2024 | Valley National Advisers Inc. | 46,224 | $2.44M | 0.4% | +25.0% | 0.058% | |
| 4/18/2024 | CAP Partners LLC | 23,591 | $1.25M | 1.1% | N/A | 0.030% | |
| 4/18/2024 | Cobblestone Asset Management LLC | 168,869 | $8.93M | 6.1% | +1.7% | 0.212% | |
| 4/18/2024 | Fifth Third Securities Inc. | 45,746 | $2.42M | 0.2% | -1.7% | 0.058% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 106,677 | $5.64M | 2.0% | -4.4% | 0.134% | |
| 4/18/2024 | Breakwater Capital Group | 245,925 | $13.00M | 3.3% | +8.5% | 0.309% | |
| 4/18/2024 | WJ Wealth Management LLC | 28,244 | $1.49M | 0.6% | -71.6% | 0.036% | |
| 4/17/2024 | Founders Financial Securities LLC | 24,876 | $1.32M | 0.1% | +34.9% | 0.031% | |
| 4/17/2024 | Private Ocean LLC | 17,059 | $902K | 0.1% | -16.6% | 0.021% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 835,491 | $44.17M | 2.4% | +1.2% | 1.050% | |
| 4/16/2024 | Kathmere Capital Management LLC | 59,625 | $3.15M | 0.4% | -0.4% | 0.075% | |
| 4/16/2024 | Enzi Wealth | 126,774 | $6.39M | 3.0% | -6.0% | 0.159% | |
| 4/16/2024 | Tsfg LLC | 89,995 | $4.76M | 1.2% | +1,189.7% | 0.113% | |
| 4/15/2024 | GoalVest Advisory LLC | 226,306 | $11.97M | 4.0% | +9.1% | 0.284% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 33,021 | $1.75M | 1.3% | +1.8% | 0.042% | |
| 4/13/2024 | Retirement Planning Group LLC | 40,987 | $2.17M | 0.2% | -3.1% | 0.052% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 113,049 | $5.98M | 0.2% | +14.2% | 0.142% | |
| 4/12/2024 | Annex Advisory Services LLC | 4,205,639 | $222.35M | 7.9% | +148.8% | 5.287% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 13,826 | $731K | 0.2% | +6.7% | 0.017% | |
| 4/12/2024 | Global Assets Advisory LLC | 103,865 | $5.49M | 0.0% | N/A | 0.131% | |
| 4/11/2024 | Security Financial Services INC. | 7,242 | $383K | 0.1% | -10.5% | 0.009% | |
| 4/11/2024 | Cooper Financial Group | 11,230 | $594K | 0.1% | N/A | 0.014% | |
| 4/11/2024 | Salem Investment Counselors Inc. | 9,889 | $523K | 0.0% | +37.0% | 0.012% | |
| 4/11/2024 | Integrated Capital Management Inc. | 90,163 | $4.77M | 3.9% | -13.6% | 0.113% | |
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| 4/11/2024 | Clarus Wealth Advisors | 54,353 | $2.81M | 1.6% | N/A | 0.068% | |
| 4/11/2024 | RFG Advisory LLC | 18,037 | $954K | 0.0% | +261.9% | 0.023% | |
| 4/10/2024 | Daymark Wealth Partners LLC | 243,745 | $12.89M | 0.5% | +32.7% | 0.306% | |
| 4/10/2024 | Park Avenue Securities LLC | 252,044 | $13.33M | 0.2% | -10.8% | 0.317% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 35,020 | $1.85M | 0.1% | -8.6% | 0.084% | |
| 4/8/2024 | RVW Wealth LLC | 744,640 | $39.37M | 4.0% | +2.3% | 1.779% | |
| 4/5/2024 | Prism Advisors Inc. | 224,535 | $11.87M | 3.6% | -6.9% | 0.537% | |
| 4/5/2024 | NBC Securities Inc. | 5,253 | $277K | 0.0% | +12.3% | 0.013% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 2,412,066 | $127.53M | 6.2% | +4.7% | 5.764% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 9,715 | $465K | 0.0% | -14.0% | 0.023% | |
