| 5/10/2024 | Nwam LLC | 77,474 | $6.41M | 0.5% | +4.6% | 0.161% | |
| 5/10/2024 | Reston Wealth Management LLC | 6,599 | $548K | 0.2% | -95.6% | 0.014% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 5,364 | $445K | 0.0% | -18.1% | 0.011% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 29,864 | $2.48M | 0.1% | +1.5% | 0.062% | |
| 5/9/2024 | MB Generational Wealth LLC | 10,445 | $867K | 0.8% | N/A | 0.022% | |
| 5/8/2024 | Sheets Smith Wealth Management | 5,206 | $432K | 0.0% | +2.6% | 0.011% | |
|
| 5/8/2024 | Winthrop Capital Management LLC | 6,983 | $579K | 0.3% | -4.0% | 0.015% | |
| 5/8/2024 | US Bancorp DE | 10,532 | $874K | 0.0% | -8.6% | 0.022% | |
| 5/7/2024 | Anson Capital Inc. | 27,346 | $2.27M | 3.3% | +9.9% | 0.057% | |
| 5/7/2024 | NorthRock Partners LLC | 339,389 | $28.16M | 2.4% | -5.5% | 0.706% | |
| 5/7/2024 | WealthPLAN Partners LLC | 7,215 | $599K | 0.1% | +135.2% | 0.015% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 85,921 | $7.13M | 4.5% | +11.7% | 0.179% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 3,689 | $306K | 0.0% | N/A | 0.008% | |
| 5/7/2024 | TAGStone Capital Inc. | 43,283 | $3.59M | 2.1% | +4.2% | 0.090% | |
| 5/7/2024 | Insight Advisors LLC PA | 5,584 | $463K | 0.1% | -4.9% | 0.012% | |
| 5/7/2024 | Marquette Asset Management LLC | 5,309 | $440K | 0.1% | -4.1% | 0.011% | |
| 5/7/2024 | Empowered Funds LLC | 2,477 | $206K | 0.0% | N/A | 0.005% | |
| 5/7/2024 | Motive Wealth Advisors | 9,695 | $804K | 0.5% | +90.0% | 0.020% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,698 | $1.88M | 0.0% | +1.8% | 0.047% | |
| 5/6/2024 | Kades & Cheifetz LLC | 64,349 | $5.34M | 3.4% | +0.3% | 0.134% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 90,835 | $7.54M | 0.3% | +5.3% | 0.189% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 11,828 | $981K | 0.1% | -9.5% | 0.025% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 2,804 | $233K | 0.1% | -24.7% | 0.006% | |
| 5/4/2024 | Csenge Advisory Group | 2,748 | $228K | 0.0% | -10.8% | 0.006% | |
| 5/3/2024 | Larson Financial Group LLC | 45,907 | $3.81M | 0.3% | -3.9% | 0.095% | |
| 5/3/2024 | Lutz Financial Services LLC | 171,514 | $14.23M | 1.2% | +1.0% | 0.357% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 7,204 | $598K | 0.2% | +48.8% | 0.015% | |
| 5/2/2024 | Diversified LLC | 82,416 | $6.84M | 0.9% | -2.5% | 0.171% | |
| 5/2/2024 | Salomon & Ludwin LLC | 74,939 | $6.22M | 0.5% | -1.9% | 0.156% | |
| 5/2/2024 | New England Capital Financial Advisors LLC | 43,950 | $3.65M | 2.1% | +10.0% | 0.091% | |
| 5/2/2024 | Financial Counselors Inc. | 75,483 | $6.26M | 0.1% | -0.8% | 0.157% | |
| 5/2/2024 | Quent Capital LLC | 12,780 | $1.06M | 0.1% | +4.7% | 0.027% | |
| 5/2/2024 | Gilbert & Cook Inc. | 5,609 | $465K | 0.1% | -11.1% | 0.012% | |
| 5/2/2024 | Goelzer Investment Management Inc. | 812,795 | $67.44M | 3.8% | +1.2% | 1.690% | |
| 5/1/2024 | Stone Point Wealth LLC | 4,844 | $402K | 0.1% | -6.0% | 0.010% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 129,739 | $10.76M | 0.9% | +6.6% | 0.270% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 17,048 | $1.41M | 0.1% | -22.5% | 0.035% | |
| 5/1/2024 | Klingman & Associates LLC | 258,087 | $21.41M | 1.5% | -1.0% | 0.537% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 1,075 | $89K | 0.0% | -15.6% | 0.002% | |
| 5/1/2024 | Financial Guidance Group Inc. | 63,160 | $5.24M | 3.4% | -1.0% | 0.131% | |
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| 5/1/2024 | Avior Wealth Management LLC | 331,313 | $27.48M | 1.3% | +8.7% | 0.689% | |
| 5/1/2024 | Retirement Group LLC | 116,577 | $9.67M | 3.5% | +0.6% | 0.242% | |
| 5/1/2024 | Wambolt & Associates LLC | 5,801 | $475K | 0.1% | -46.6% | 0.012% | |
| 5/1/2024 | Diversify Advisory Services LLC | 8,385 | $686K | 0.0% | N/A | 0.017% | |
| 4/30/2024 | Private Advisor Group LLC | 47,104 | $3.91M | 0.0% | +3.4% | 0.098% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 4,823 | $400K | 0.0% | -15.5% | 0.010% | |
| 4/30/2024 | Hartline Investment Corp | 2,701 | $224K | 0.0% | N/A | 0.006% | |
| 4/30/2024 | Norden Group LLC | 6,481 | $538K | 0.0% | N/A | 0.013% | |
| 4/30/2024 | Concord Wealth Partners | 117,648 | $9.76M | 1.8% | -7.3% | 0.245% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 476,553 | $39.54M | 0.1% | +4.4% | 0.991% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 196,436 | $16.30M | 1.4% | +0.2% | 0.408% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 23,690 | $1.97M | 0.0% | +6.2% | 0.049% | |
| 4/29/2024 | Aspire Wealth Management Corp | 432 | $36K | 0.0% | -66.6% | 0.001% | |
| 4/29/2024 | Meritage Portfolio Management | 24,760 | $2.05M | 0.1% | -5.5% | 0.051% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 16,160 | $1.34M | 0.8% | +4.9% | 0.033% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 44,901 | $3.73M | 0.8% | +23.2% | 0.093% | |
| 4/26/2024 | JNBA Financial Advisors | 38,367 | $3.18M | 0.3% | -7.9% | 0.080% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 830 | $69K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | Opus Capital Group LLC | 19,878 | $1.65M | 0.2% | -1.3% | 0.041% | |
| 4/26/2024 | First National Trust Co | 188,834 | $15.67M | 0.6% | -8.2% | 0.391% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 4,704 | $390K | 0.0% | -29.0% | 0.010% | |
| 4/25/2024 | One Day In July LLC | 22,313 | $1.85M | 0.2% | +420.7% | 0.046% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 4,697 | $372K | 0.0% | +45.6% | 0.010% | |
| 4/24/2024 | Krilogy Financial LLC | 54,946 | $4.56M | 0.3% | -9.0% | 0.114% | |
| 4/24/2024 | CENTRAL TRUST Co | 4,607 | $382K | 0.0% | -6.6% | 0.010% | |
| 4/24/2024 | Dakota Wealth Management | 85,638 | $7.11M | 0.2% | N/A | 0.177% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 4,631 | $384K | 0.1% | -4.6% | 0.010% | |
| 4/24/2024 | Capasso Planning Partners LLC | 149,178 | $12.38M | 5.1% | +5.1% | 0.309% | |
| 4/23/2024 | Meredith Wealth Planning | 23,397 | $1.94M | 1.1% | +0.6% | 0.048% | |
| 4/23/2024 | Global Retirement Partners LLC | 7,530 | $625K | 0.0% | -72.7% | 0.016% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 37,850 | $3.14M | 1.3% | -69.1% | 0.078% | |
| 4/23/2024 | McAdam LLC | 86,009 | $7.14M | 0.5% | -2.0% | 0.178% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 72,290 | $6.00M | 0.0% | +7.8% | 0.150% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 2,579 | $214K | 0.1% | N/A | 0.005% | |
| 4/22/2024 | Invera Wealth Advisors LLC | 10,882 | $831K | 0.7% | -4.0% | 0.023% | |
| 4/22/2024 | American Financial Advisors LLC | 271,657 | $22.54M | 3.2% | -2.4% | 0.563% | |
| 4/22/2024 | Provident Wealth Management LLC | 56,440 | $4.68M | 1.8% | +1.3% | 0.117% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 23,744 | $1.97M | 0.3% | +20.7% | 0.049% | |
| 4/22/2024 | Drive Wealth Management LLC | 3,715 | $308K | 0.1% | -17.9% | 0.008% | |
| 4/22/2024 | Strategies Wealth Advisors LLC | 37,551 | $3.12M | 0.5% | -3.4% | 0.078% | |
| 4/20/2024 | KWB Wealth | 196,878 | $16.34M | 2.2% | -2.7% | 0.408% | |
| 4/20/2024 | Dean Jacobson Financial Services LLC | 285,086 | $23.65M | 19.2% | +0.3% | 0.591% | |
| 4/19/2024 | Tradewinds Capital Management LLC | 121,202 | $10.06M | 2.8% | +10,348.4% | 0.251% | |
| 4/18/2024 | Total Wealth Planning LLC | 44,001 | $3.65M | 0.6% | -4.0% | 0.091% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 6,805 | $565K | 0.4% | -2.5% | 0.014% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 11,686 | $970K | 0.1% | -3.5% | 0.024% | |
| 4/18/2024 | Measured Wealth Private Client Group LLC | 7,918 | $657K | 0.2% | -21.6% | 0.016% | |
| 4/18/2024 | Financial Strategies Group Inc. | 153,861 | $12.54M | 3.4% | -1.5% | 0.319% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 43,569 | $3.62M | 0.1% | -5.1% | 0.090% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 15,571 | $1.29M | 0.0% | -29.7% | 0.032% | |
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| 4/18/2024 | Seaside Wealth Management Inc. | 6,186 | $513K | 0.2% | -2.8% | 0.013% | |
| 4/18/2024 | Compass Ion Advisors LLC | 114,922 | $9.54M | 1.4% | -4.6% | 0.238% | |
| 4/17/2024 | Trilogy Capital Inc. | 331,429 | $27.50M | 1.6% | +5.4% | 0.687% | |
| 4/17/2024 | Red Door Wealth Management LLC | 82,365 | $6.83M | 1.3% | -22.0% | 0.171% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 19,304 | $1.60M | 0.2% | -6.1% | 0.040% | |
| 4/16/2024 | Calton & Associates Inc. | 37,367 | $3.10M | 1.5% | +1.1% | 0.077% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 5,148 | $427K | 0.1% | -23.3% | 0.011% | |
| 4/16/2024 | Courage Miller Partners LLC | 15,997 | $1.33M | 0.5% | +1.4% | 0.033% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 221,304 | $18.36M | 0.0% | -4.0% | 0.459% | |
| 4/16/2024 | ERn Financial LLC | 24,993 | $2.07M | 0.4% | +0.9% | 0.052% | |
