| 5/14/2024 | Axxcess Wealth Management LLC | 14,511 | $1.47M | 0.0% | +4.2% | 0.055% | |
| 5/10/2024 | Osaic Holdings Inc. | 375,638 | $38.14M | 0.1% | +20.3% | 1.436% | |
| 5/10/2024 | Viawealth LLC | 5,000 | $508K | 0.3% | -5.3% | 0.019% | |
| 5/9/2024 | Blair William & Co. IL | 2,701 | $274K | 0.0% | -6.9% | 0.010% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 5,352 | $543K | 0.0% | +3.7% | 0.020% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 4,570 | $464K | 0.1% | -6.0% | 0.017% | |
|
| 5/9/2024 | New Insight Wealth Advisors | 114,257 | $11.60M | 7.2% | +11.7% | 0.437% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 12,192 | $1.24M | 0.1% | -12.6% | 0.047% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 6,533 | $663K | 0.0% | +5.5% | 0.025% | |
| 5/8/2024 | Watershed Private Wealth LLC | 3,431 | $348K | 0.2% | +70.1% | 0.013% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 2,147 | $217K | 0.0% | N/A | 0.008% | |
| 5/7/2024 | Anson Capital Inc. | 13,026 | $1.32M | 1.9% | +4.3% | 0.050% | |
| 5/7/2024 | WNY Asset Management LLC | 15,097 | $1.53M | 0.2% | -3.3% | 0.058% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 18,851 | $1.91M | 0.1% | +5.2% | 0.072% | |
| 5/7/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 148,300 | $15.05M | 7.6% | -15.2% | 0.567% | |
| 5/7/2024 | EQ LLC | 29,056 | $2.95M | 1.8% | +8.4% | 0.111% | |
| 5/7/2024 | PFG Advisors | 21,443 | $2.18M | 0.2% | +3.2% | 0.082% | |
| 5/7/2024 | Wealthspire Advisors LLC | 5,333 | $541K | 0.0% | -38.7% | 0.020% | |
| 5/6/2024 | Davidson Capital Management Inc. | 44,949 | $4.56M | 1.5% | +3.5% | 0.172% | |
| 5/6/2024 | VitalStone Financial LLC | 285 | $29K | 0.0% | +61.0% | 0.001% | |
| 5/6/2024 | Manchester Capital Management LLC | 3,347 | $340K | 0.0% | -5.6% | 0.013% | |
| 5/6/2024 | Financial Council LLC | 8,200 | $832K | 0.5% | -13.6% | 0.031% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 13,519 | $1.37M | 0.8% | -4.0% | 0.052% | |
| 5/2/2024 | Salomon & Ludwin LLC | 3,907 | $397K | 0.0% | +346.0% | 0.015% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 6,425 | $652K | 0.1% | +91.7% | 0.025% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 71,112 | $7.22M | 0.0% | +35.1% | 0.272% | |
| 5/1/2024 | Source Financial Advisors LLC | 6,239 | $633K | 0.2% | +2.5% | 0.024% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 2,134 | $217K | 0.1% | N/A | 0.008% | |
| 5/1/2024 | Diversify Advisory Services LLC | 3,940 | $396K | 0.0% | N/A | 0.015% | |
| 4/30/2024 | Private Advisor Group LLC | 44,064 | $4.47M | 0.0% | +1.0% | 0.169% | |
| 4/30/2024 | Macroview Investment Management LLC | 8,834 | $897K | 1.0% | -18.7% | 0.034% | |
| 4/30/2024 | Perigon Wealth Management LLC | 3,894 | $395K | 0.0% | +11.4% | 0.015% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 313,648 | $31.84M | 0.1% | +2.0% | 1.199% | |
| 4/29/2024 | Harbor Advisory Corp MA | 40,206 | $4.08M | 1.4% | -0.6% | 0.154% | |
| 4/25/2024 | One Day In July LLC | 279,881 | $28.41M | 3.8% | -4.7% | 1.070% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 52,441 | $5.32M | 0.0% | -34.8% | 0.201% | |
| 4/24/2024 | 1900 Wealth Management LLC | 21,319 | $2.16M | 0.2% | -1.0% | 0.082% | |
| 4/24/2024 | Spire Wealth Management | 13,429 | $1.36M | 0.1% | -12.4% | 0.051% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 230,993 | $23.45M | 0.0% | +3.7% | 0.883% | |
| 4/22/2024 | Raymond James & Associates | 138,143 | $14.02M | 0.0% | -5.7% | 0.528% | |
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| 4/19/2024 | Accel Wealth Management | 4,201 | $426K | 0.2% | +27.3% | 0.016% | |
| 4/19/2024 | Wiser Wealth Management Inc | 116,161 | $11.79M | 3.9% | +5.9% | 0.444% | |
| 4/18/2024 | Verum Partners LLC | 25,288 | $2.57M | 0.9% | -5.8% | 0.097% | |
| 4/18/2024 | Stordahl Capital Management Inc. | 9,401 | $954K | 0.2% | -11.0% | 0.036% | |
| 4/18/2024 | Breakwater Capital Group | 11,875 | $1.21M | 0.3% | -6.4% | 0.045% | |
| 4/16/2024 | Trust Co. of Virginia VA | 145,787 | $14.80M | 1.4% | N/A | 0.558% | |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 22,367 | $2.27M | 1.7% | +19.8% | 0.086% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 14,508 | $1.43M | 0.1% | +4.1% | 0.055% | |
| 4/15/2024 | Orgel Wealth Management LLC | 1,866,451 | $189.45M | 5.2% | -2.5% | 7.137% | |
| 4/15/2024 | Eagle Wealth Strategies LLC | 6,302 | $633K | 0.5% | -95.9% | 0.024% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 32,354 | $3.28M | 0.1% | -5.5% | 0.137% | |
| 4/12/2024 | Flower City Capital | 33,457 | $3.40M | 2.3% | +13.3% | 0.141% | |
| 4/12/2024 | AdvisorNet Financial Inc | 41,985 | $4.26M | 0.4% | +17.6% | 0.178% | |
| 4/11/2024 | Sebold Capital Management Inc. | 61,228 | $6.22M | 4.2% | +1.5% | 0.259% | |
| 4/11/2024 | 17 Capital Partners LLC | 3,142 | $319K | 0.2% | N/A | 0.013% | |
| 4/10/2024 | BCS Wealth Management | 6,655 | $675K | 0.2% | +157.8% | 0.028% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 1,803 | $179K | 0.0% | -20.4% | 0.008% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 5,129 | $509K | 0.0% | -3.5% | 0.022% | |
| 2/26/2024 | Centaurus Financial Inc. | 1,759 | $174K | 0.0% | +10.1% | 0.007% | |
| 2/22/2024 | Napa Wealth Management | 2,399 | $238K | 0.1% | N/A | 0.010% | |
| 2/21/2024 | WNY Asset Management LLC | 15,615 | $1.55M | 0.3% | -1.4% | 0.066% | |
| 2/21/2024 | American Trust | 2,361 | $234K | 0.0% | N/A | 0.010% | |
| 2/20/2024 | Sunpointe LLC | 3,698 | $367K | 0.5% | N/A | 0.016% | |
| 2/14/2024 | Wescott Financial Advisory Group LLC | 14,676 | $1.46M | 0.2% | +1.5% | 0.062% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 214,433 | $21.27M | 0.1% | +16.4% | 0.907% | |
| 2/13/2024 | 360 Financial Inc. | 3,272 | $325K | 0.1% | +7.8% | 0.014% | |
| 2/13/2024 | Edge Capital Group LLC | 4,195 | $416K | 0.0% | N/A | 0.018% | |
| 2/13/2024 | Wellspring Financial Advisors LLC | 6,014 | $596K | 0.0% | N/A | 0.025% | |
| 2/13/2024 | Anson Capital Inc. | 12,489 | $1.24M | 2.0% | +11.1% | 0.053% | |
| 2/13/2024 | Carolinas Wealth Consulting LLC | 141,952 | $14.08M | 2.2% | +3.6% | 0.600% | |
| 2/12/2024 | Clear Rock Advisors LLC | 36,758 | $3.57M | 1.6% | N/A | 0.155% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 9,756 | $968K | 0.0% | N/A | 0.041% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 11,484 | $1.14M | 0.0% | +3.6% | 0.049% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 3,540 | $351K | 0.0% | N/A | 0.015% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 80,406 | $7.98M | 0.0% | +43.5% | 0.340% | |
| 2/9/2024 | Frazier Financial Advisors LLC | 1,234 | $122K | 0.1% | N/A | 0.005% | |
| 2/9/2024 | Corient Private Wealth LLC | 61,281 | $6.08M | 0.0% | -2.3% | 0.259% | |
| 2/9/2024 | D.A. Davidson & CO. | 24,940 | $2.47M | 0.0% | +2.7% | 0.105% | |
| 2/9/2024 | Wells Fargo & Company MN | 336,491 | $33.38M | 0.0% | +3.7% | 1.423% | |
| 2/9/2024 | UBS Group AG | 266,327 | $26.42M | 0.0% | +37.0% | 1.126% | |
| 2/8/2024 | Brown Advisory Inc. | 4,982 | $494K | 0.0% | -12.5% | 0.021% | |
| 2/8/2024 | Clarity Capital Advisors LLC | 4,094 | $406K | 0.4% | N/A | 0.017% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 2,198 | $218K | 0.0% | -23.1% | 0.009% | |
| 2/8/2024 | Quadrant Capital Group LLC | 471 | $47K | 0.0% | N/A | 0.002% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 6,649 | $639K | 0.0% | +61.7% | 0.028% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 52,642 | $5.22M | 0.0% | +12.9% | 0.223% | |
| 2/8/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 174,800 | $17.34M | 9.5% | +372.4% | 0.739% | |
| 2/8/2024 | Pacific Sun Financial Corp | 7,312 | $725K | 0.5% | -1.7% | 0.031% | |
| 2/8/2024 | Advisor OS LLC | 6,394 | $634K | 0.1% | +4.0% | 0.027% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 6,191 | $614K | 0.0% | -18.4% | 0.026% | |
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| 2/7/2024 | EQ LLC | 26,804 | $2.66M | 2.0% | N/A | 0.113% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 9,408 | $933K | 0.0% | +6.0% | 0.040% | |
| 2/7/2024 | Watershed Private Wealth LLC | 2,017 | $200K | 0.1% | -41.2% | 0.009% | |
| 2/7/2024 | Lebenthal Global Advisors LLC | 32,626 | $3.24M | 0.8% | +54.6% | 0.138% | |
| 2/7/2024 | Principal Securities Inc. | 1,107 | $110K | 0.0% | N/A | 0.005% | |
| 2/6/2024 | Moss Adams Wealth Advisors LLC | 19,825 | $1.97M | 0.4% | +10.3% | 0.084% | |
| 2/6/2024 | Sovereign Financial Group Inc. | 5,256 | $521K | 0.2% | +3.1% | 0.022% | |
| 2/6/2024 | Palisade Asset Management LLC | 3,749 | $372K | 0.0% | N/A | 0.016% | |
| 2/6/2024 | PACK Private Wealth LLC | 6,129 | $608K | 0.4% | +62.4% | 0.026% | |
| 2/6/2024 | Private Advisor Group LLC | 43,640 | $4.33M | 0.0% | +3.5% | 0.185% | |
