| 5/17/2024 | National Wealth Management Group LLC | 181,631 | $5.49M | 4.3% | +207.0% | 0.397% | |
| 5/13/2024 | PYA Waltman Capital LLC | 545,520 | $16.49M | 6.1% | +4.2% | 1.192% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 728,605 | $22.03M | 1.8% | -2.0% | 1.593% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,448,605 | $43.79M | 0.1% | +15.9% | 3.166% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 88,907 | $2.69M | 0.3% | +250.0% | 0.194% | |
| 5/8/2024 | Trademark Financial Management LLC | 14,571 | $440K | 0.4% | -17.9% | 0.032% | |
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| 5/8/2024 | Thoroughbred Financial Services LLC | 23,027 | $696K | 0.1% | -20.5% | 0.050% | |
| 5/7/2024 | WealthPLAN Partners LLC | 31,545 | $954K | 0.1% | +4.6% | 0.069% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,302 | $946K | 0.0% | +110.6% | 0.068% | |
| 5/4/2024 | Financial Connections Group Inc. | 3,501 | $106K | 0.1% | +16.7% | 0.008% | |
| 5/3/2024 | Carson Advisory Inc. | 86,448 | $2.61M | 1.8% | +28.1% | 0.195% | |
| 5/3/2024 | Liberty Wealth Management LLC | 94,237 | $2.85M | 0.6% | +29.4% | 0.213% | |
| 5/2/2024 | Consolidated Planning Corp | 1,089,849 | $32.95M | 5.6% | N/A | 2.463% | |
| 5/2/2024 | Lincoln National Corp | 90,671 | $2.74M | 0.0% | +46.1% | 0.205% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,040,630 | $31.46M | 0.1% | +9.1% | 2.352% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 3,775 | $114K | 0.0% | N/A | 0.009% | |
| 5/1/2024 | McCarthy & Cox | 28,549 | $863K | 0.3% | N/A | 0.065% | |
| 4/30/2024 | Private Advisor Group LLC | 138,371 | $4.18M | 0.0% | +124.2% | 0.313% | |
| 4/30/2024 | Hartline Investment Corp | 7,221 | $218K | 0.0% | N/A | 0.016% | |
| 4/30/2024 | Fortis Group Advisors LLC | 376,457 | $11.38M | 2.1% | N/A | 0.851% | |
| 4/30/2024 | Macroview Investment Management LLC | 13,046 | $394K | 0.4% | +7.4% | 0.029% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,410,141 | $42.63M | 0.1% | +40.6% | 3.187% | |
| 4/29/2024 | Paragon Advisors LLC | 80,754 | $2.44M | 1.0% | +60.7% | 0.182% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 117,456 | $3.47M | 0.6% | +523.3% | 0.265% | |
| 4/29/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 12,701 | $384K | 0.0% | N/A | 0.029% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 453,266 | $13.70M | 0.3% | N/A | 1.024% | |
| 4/26/2024 | Sprinkle Financial Consultants LLC | 71,605 | $2.17M | 1.8% | N/A | 0.162% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 105,479 | $3.19M | 0.3% | +16.4% | 0.238% | |
| 4/25/2024 | MTM Investment Management LLC | 142,916 | $4.32M | 1.8% | +0.6% | 0.323% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 440,074 | $13.30M | 0.1% | +36.7% | 0.995% | |
| 4/24/2024 | Essex Financial Services Inc. | 19,808 | $599K | 0.1% | +62.6% | 0.045% | |
| 4/23/2024 | Global Retirement Partners LLC | 187,817 | $5.68M | 0.2% | +2.9% | 0.424% | |
| 4/23/2024 | Warner Financial Inc. | 21,764 | $658K | 0.3% | +95.4% | 0.049% | |
| 4/23/2024 | Principle Wealth Partners LLC | 219,050 | $6.62M | 0.5% | +22.4% | 0.495% | |
| 4/23/2024 | Strategic Blueprint LLC | 28,691 | $867K | 0.1% | N/A | 0.065% | |
| 4/23/2024 | Financial Consulate Inc. | 526,692 | $15.92M | 4.7% | +12.3% | 1.190% | |
| 4/23/2024 | 4J Wealth Management LLC | 204,651 | $6.19M | 5.3% | +5.8% | 0.462% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,725,991 | $52.18M | 0.1% | +149.0% | 3.901% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 41,084 | $1.24M | 0.3% | N/A | 0.093% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 10,305 | $312K | 0.0% | N/A | 0.023% | |
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| 4/22/2024 | Parsons Capital Management Inc. RI | 187,783 | $5.68M | 0.4% | +9.7% | 0.424% | |
| 4/22/2024 | Raymond James & Associates | 183,569 | $5.55M | 0.0% | +507.0% | 0.415% | |
| 4/22/2024 | Accordant Advisory Group Inc | 249,004 | $7.53M | 5.6% | N/A | 0.563% | |
| 4/19/2024 | Arcus Capital Partners LLC | 313,097 | $9.47M | 3.0% | +18.3% | 6.958% | |
| 4/18/2024 | Financial Security Advisor Inc. | 114,051 | $3.45M | 1.2% | +28.2% | 2.534% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 75,805 | $2.29M | 0.1% | N/A | 1.685% | |
| 4/18/2024 | HFG Advisors Inc. | 65,352 | $1.98M | 1.8% | N/A | 1.452% | |
| 4/18/2024 | Compass Ion Advisors LLC | 97,538 | $2.95M | 0.4% | -37.8% | 2.168% | |
| 4/18/2024 | ADE LLC | 51,533 | $1.56M | 1.0% | +43.7% | 1.145% | |
| 4/17/2024 | CRA Financial Services LLC | 23,950 | $724K | 0.2% | +102.4% | 0.532% | |
| 4/16/2024 | Weaver Consulting Group | 36,438 | $1.10M | 0.4% | +6.9% | 0.810% | |
| 4/16/2024 | Lincoln Capital Corp | 47,293 | $1.43M | 0.6% | N/A | 1.051% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 262,683 | $7.94M | 0.0% | +61.6% | 5.837% | |
| 4/15/2024 | Sar Wealth Management Group LLC | 36,071 | $1.09M | 1.0% | +6.7% | 0.802% | |
| 4/15/2024 | Chemistry Wealth Management LLC | 58,480 | $1.77M | 0.5% | +164.2% | 1.300% | |
| 4/13/2024 | Priebe Wealth Holdings LLC | 7,300 | $221K | 0.2% | N/A | 0.162% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 14,630 | $442K | 0.0% | +122.7% | 0.325% | |
| 4/12/2024 | Southland Equity Partners LLC | 49,167 | $1.49M | 0.4% | +116.8% | 1.093% | |
| 4/12/2024 | AdvisorNet Financial Inc | 8,383 | $253K | 0.0% | +34.0% | 0.186% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 33,868 | $1.02M | 0.3% | +136.2% | 0.753% | |
| 4/11/2024 | Midwest Financial Group LLC | 8,154 | $247K | 0.2% | N/A | 0.181% | |
| 4/9/2024 | CJM Wealth Advisers Ltd. | 32,471 | $982K | 0.4% | +50.3% | 0.722% | |
| 4/9/2024 | Lowe Wealth Advisors LLC | 7,243 | $219K | 0.1% | N/A | 0.161% | |
| 4/5/2024 | CWM LLC | 8,464 | $256K | 0.0% | -20.2% | 0.188% | |
| 2/16/2024 | CMG Global Holdings LLC | 71,673 | $2.08M | 1.5% | N/A | 1.593% | |
| 2/15/2024 | Garden State Investment Advisory Services LLC | 69,068 | $1.91M | 0.8% | +43.1% | 1.535% | |
| 2/14/2024 | NCM Capital Management LLC | 33,917 | $937K | 0.6% | +72.9% | 0.754% | |
| 2/13/2024 | Trademark Financial Management LLC | 17,741 | $490K | 0.4% | N/A | 0.394% | |
| 2/13/2024 | Belpointe Asset Management LLC | 10,194 | $282K | 0.0% | N/A | 0.227% | |
| 2/13/2024 | Cornerstone Advisory LLC | 414,280 | $11.45M | 1.8% | +36.7% | 9.206% | |
| 2/13/2024 | Carolinas Wealth Consulting LLC | 61,334 | $1.70M | 0.3% | +84.0% | 1.363% | |
| 2/12/2024 | Sar Wealth Management Group LLC | 33,806 | $934K | 0.9% | N/A | 0.751% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 51,838 | $1.43M | 0.1% | N/A | 1.152% | |
| 2/12/2024 | Godshalk Welsh Capital Management Inc. | 13,450 | $372K | 0.3% | N/A | 0.299% | |
| 2/9/2024 | FMA Wealth Management LLC | 20,595 | $569K | 0.5% | N/A | 0.458% | |
| 2/9/2024 | Advisory Services Network LLC | 22,935 | $634K | 0.0% | N/A | 0.510% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 321,903 | $8.89M | 0.0% | +90.9% | 7.153% | |
| 2/9/2024 | Corient Private Wealth LLC | 65,232 | $1.80M | 0.0% | +1.2% | 1.450% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 28,948 | $799K | 0.1% | N/A | 0.643% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 953,958 | $26.36M | 0.1% | N/A | 21.199% | |
| 2/8/2024 | Tanglewood Wealth Management Inc. | 25,401 | $702K | 0.1% | +97.3% | 0.564% | |
| 2/8/2024 | Nvwm LLC | 38,940 | $1.08M | 0.3% | N/A | 0.865% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,862 | $411K | 0.0% | N/A | 0.330% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 48,376 | $1.34M | 0.1% | -1.3% | 1.075% | |
| 2/7/2024 | Northwest Financial Advisors | 18,540 | $512K | 0.4% | N/A | 0.412% | |
| 2/6/2024 | Lincoln National Corp | 62,045 | $1.71M | 0.0% | N/A | 1.379% | |
| 2/6/2024 | Private Advisor Group LLC | 61,712 | $1.71M | 0.0% | +259.6% | 1.371% | |
| 2/6/2024 | Carson Advisory Inc. | 67,464 | $1.86M | 1.4% | +62.6% | 1.499% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 1,002,956 | $27.71M | 0.1% | +110.3% | 22.288% | |
| 2/6/2024 | Essex Financial Services Inc. | 12,182 | $337K | 0.0% | N/A | 0.271% | |
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| 2/5/2024 | PYA Waltman Capital LLC | 523,581 | $14.47M | 6.0% | +6.4% | 11.635% | |
| 2/5/2024 | Cora Capital Advisors LLC | 492,494 | $13.61M | 8.0% | +18.0% | 10.944% | |
| 2/5/2024 | Principle Wealth Partners LLC | 178,941 | $4.94M | 0.4% | +32.9% | 3.976% | |
| 2/5/2024 | McCarthy Asset Management Inc. | 560,583 | $15.49M | 9.9% | +3,904.7% | 12.457% | |
| 2/2/2024 | Truist Financial Corp | 8,730 | $241K | 0.0% | N/A | 0.194% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 14,862 | $411K | 0.0% | N/A | 0.330% | |
| 2/1/2024 | National Wealth Management Group LLC | 59,163 | $1.64M | 1.6% | +101.8% | 1.315% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 90,582 | $2.50M | 0.2% | +895.0% | 2.013% | |
| 2/1/2024 | Northwest Capital Management Inc | 10,601 | $293K | 0.1% | N/A | 0.236% | |
| 2/1/2024 | CWM LLC | 10,601 | $293K | 0.0% | N/A | 0.236% | |
