| 4/19/2024 | Pachira Investments Inc. | 4,972 | $516K | 0.4% | -2.8% | 0.004% | |
| 4/19/2024 | Madrona Financial Services LLC | 48,120 | $4.99M | 1.7% | +9.0% | 0.036% | |
| 4/19/2024 | Valley National Advisers Inc. | 13,014 | $1.35M | 0.2% | +12.3% | 0.010% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 11,561 | $1.20M | 1.0% | +5.3% | 0.009% | |
| 4/19/2024 | Valeo Financial Advisors LLC | 11,885 | $1.23M | 0.0% | -7.6% | 0.009% | |
| 4/18/2024 | Total Wealth Planning LLC | 14,882 | $1.55M | 0.3% | -6.3% | 0.011% | |
|
| 4/18/2024 | Sharkey Howes & Javer | 143,130 | $14.86M | 2.4% | +5.5% | 0.107% | |
| 4/18/2024 | Dominguez Wealth Management Solutions Inc. | 28,521 | $2.96M | 2.3% | +2.6% | 0.021% | |
| 4/18/2024 | Consilio Wealth Advisors LLC | 147,705 | $15.33M | 7.2% | +2.9% | 0.110% | |
| 4/18/2024 | Park Place Capital Corp | 437 | $45K | 0.0% | -44.3% | 0.000% | |
| 4/18/2024 | Claro Advisors LLC | 11,783 | $1.22M | 0.2% | +190.9% | 0.009% | |
| 4/18/2024 | Cobblestone Asset Management LLC | 46,873 | $4.87M | 3.3% | N/A | 0.035% | |
| 4/18/2024 | Kowal Investment Group LLC | 32,270 | $3.35M | 0.7% | -5.0% | 0.024% | |
| 4/18/2024 | Financial Life Advisors | 91,244 | $9.47M | 4.0% | -4.8% | 0.068% | |
| 4/18/2024 | Diversified Trust Co | 5,366 | $557K | 0.0% | N/A | 0.004% | |
| 4/18/2024 | RHS Financial LLC | 4,929 | $512K | 0.3% | +13.8% | 0.004% | |
| 4/18/2024 | Pettinga Financial Advisors LLC | 102,831 | $10.67M | 2.7% | -8.7% | 0.077% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 47,450 | $4.93M | 1.8% | +6.3% | 0.035% | |
| 4/18/2024 | Omega Financial Group LLC | 40,756 | $4.23M | 1.7% | -1.3% | 0.030% | |
| 4/18/2024 | LVW Advisors LLC | 15,335 | $1.59M | 0.3% | -68.1% | 0.011% | |
| 4/18/2024 | SteelPeak Wealth LLC | 115,880 | $12.03M | 0.6% | +7.3% | 0.086% | |
| 4/18/2024 | Breakwater Capital Group | 31,180 | $3.24M | 0.8% | -1.4% | 0.023% | |
| 4/17/2024 | Strata Wealth Advisors LLC | 23,049 | $2.39M | 0.8% | +14.5% | 0.017% | |
| 4/17/2024 | Physician Wealth Advisors Inc. | 94,366 | $9.28M | 1.9% | +14.6% | 0.070% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 1,060 | $110K | 0.0% | -12.3% | 0.001% | |
| 4/16/2024 | Norris Perne & French LLP MI | 39,870 | $4.14M | 0.3% | -0.8% | 0.030% | |
| 4/16/2024 | Kathmere Capital Management LLC | 57,113 | $5.93M | 0.7% | -1.0% | 0.043% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 35,917 | $3.73M | 2.2% | +6.2% | 0.027% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 3,199 | $326K | 0.0% | -9.9% | 0.002% | |
| 4/16/2024 | Courier Capital LLC | 43,638 | $4.53M | 0.3% | +8.0% | 0.033% | |
| 4/16/2024 | Cypress Wealth Services LLC | 87,830 | $9.12M | 2.1% | +1.4% | 0.066% | |
| 4/16/2024 | Dohj LLC | 18,397 | $1.91M | 0.5% | -20.5% | 0.014% | |
| 4/16/2024 | Harbor Group Inc. | 41,957 | $4.36M | 1.1% | -1.9% | 0.031% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 155,313 | $16.12M | 0.0% | -2.7% | 0.116% | |
| 4/16/2024 | Mosley Wealth Management | 29,825 | $3.10M | 2.9% | +1.7% | 0.022% | |
| 4/16/2024 | Advocacy Wealth Management Services LLC | 123,548 | $12.82M | 1.1% | -42.7% | 0.092% | |
| 4/15/2024 | Janiczek Wealth Management LLC | 382 | $40K | 0.0% | N/A | 0.000% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 7,490 | $777K | 0.0% | -13.2% | 0.006% | |
| 4/15/2024 | Affiance Financial LLC | 34,192 | $3.55M | 1.0% | -12.9% | 0.026% | |
| 4/15/2024 | DGS Capital Management LLC | 7,414 | $769K | 0.2% | N/A | 0.006% | |
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| 4/15/2024 | Revolve Wealth Partners LLC | 46,474 | $4.82M | 0.8% | -16.7% | 0.035% | |
| 4/15/2024 | Sovereign Financial Group Inc. | 8,742 | $907K | 0.2% | +7.1% | 0.007% | |
| 4/15/2024 | Brookstone Capital Management | 61,557 | $6.39M | 0.1% | -25.7% | 0.046% | |
| 4/15/2024 | Ehrlich Financial Group | 22,983 | $2.39M | 2.0% | +12.8% | 0.017% | |
| 4/15/2024 | Flagstar Advisors Inc. | 2,923 | $303K | 0.1% | +5.0% | 0.002% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 8,144 | $845K | 0.1% | -12.3% | 0.006% | |
| 4/15/2024 | Disciplined Investments LLC | 29,755 | $3.09M | 1.7% | +1.9% | 0.022% | |
| 4/15/2024 | Sound Income Strategies LLC | 5,532 | $574K | 0.0% | +37.8% | 0.004% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 41,161 | $4.27M | 2.0% | +3.2% | 0.031% | |
| 4/13/2024 | Affinity Capital Advisors LLC | 129,564 | $13.45M | 3.0% | +19.2% | 0.097% | |
| 4/13/2024 | Evanson Asset Management LLC | 3,428 | $356K | 0.0% | -5.0% | 0.003% | |
| 4/12/2024 | Fermata Advisors LLC | 4,206 | $437K | 0.1% | +47.8% | 0.003% | |
| 4/12/2024 | West Coast Financial LLC | 2,050 | $213K | 0.0% | N/A | 0.002% | |
| 4/12/2024 | Mechanics Bank Trust Department | 17,209 | $1.79M | 0.3% | -3.4% | 0.013% | |
| 4/12/2024 | Riverview Trust Co | 248 | $26K | 0.0% | N/A | 0.000% | |
| 4/12/2024 | Axiom Advisory LLC | 77,447 | $8.04M | 5.9% | +2.7% | 0.058% | |
| 4/12/2024 | Keystone Wealth Services LLC | 12,544 | $1.30M | 0.4% | +96.0% | 0.009% | |
| 4/12/2024 | Austin Private Wealth LLC | 322,329 | $33.09M | 3.8% | +9.7% | 0.241% | |
| 4/12/2024 | CGN Advisors LLC | 3,044 | $316K | 0.0% | +18.4% | 0.002% | |
| 4/12/2024 | Doliver Advisors LP | 4,198 | $436K | 0.1% | -8.0% | 0.003% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 389 | $40K | 0.0% | +44.6% | 0.000% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 409,522 | $42.50M | 5.6% | +4.8% | 0.306% | |
| 4/12/2024 | Lane & Associates LLC | 46,722 | $4.85M | 3.1% | +10.0% | 0.035% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 25,587 | $2.66M | 0.5% | -14.4% | 0.019% | |
| 4/11/2024 | Security Financial Services INC. | 26,013 | $2.70M | 0.6% | -6.7% | 0.019% | |
| 4/11/2024 | Cooper Financial Group | 8,088 | $839K | 0.1% | -5.3% | 0.006% | |
| 4/11/2024 | International Assets Investment Management LLC | 4,631 | $479K | 0.0% | -30.2% | 0.003% | |
| 4/11/2024 | &PARTNERS | 4,069 | $422K | 0.1% | N/A | 0.003% | |
| 4/11/2024 | Rockland Trust Co. | 5,158 | $535K | 0.0% | -14.9% | 0.004% | |
| 4/11/2024 | ONE Advisory Partners LLC | 81,505 | $8.46M | 4.2% | -6.9% | 0.061% | |
| 4/11/2024 | RFG Advisory LLC | 99,186 | $10.30M | 0.4% | -0.5% | 0.074% | |
| 4/11/2024 | Cornerstone Wealth Advisors Inc. | 7,185 | $746K | 0.2% | +3.4% | 0.005% | |
| 4/11/2024 | BTC Capital Management Inc. | 11,025 | $1.14M | 0.1% | N/A | 0.008% | |
| 4/10/2024 | Fragasso Group Inc. | 21,672 | $2.25M | 0.2% | -8.1% | 0.016% | |
| 4/10/2024 | Park Avenue Securities LLC | 1,696,229 | $176.05M | 2.3% | +7.0% | 1.266% | |
| 4/10/2024 | SOA Wealth Advisors LLC. | 42,195 | $4.38M | 0.9% | +0.9% | 0.031% | |
| 4/10/2024 | Legacy Financial Group LLC | 40,650 | $4.22M | 0.9% | +1,854.3% | 0.030% | |
| 4/10/2024 | KMG Fiduciary Partners LLC | 72,574 | $7.53M | 0.8% | +4.5% | 0.054% | |
| 4/10/2024 | Lantz Financial LLC | 24,635 | $2.56M | 0.8% | +5.7% | 0.018% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 31,784 | $3.30M | 0.8% | +33.6% | 0.024% | |
| 4/10/2024 | Clearview Wealth Advisors LLC | 16,776 | $1.74M | 1.8% | +162.6% | 0.013% | |
| 4/9/2024 | Montecito Bank & Trust | 5,486 | $569K | 0.1% | +40.5% | 0.004% | |
| 4/9/2024 | Collective Family Office LLC | 8,505 | $883K | 0.3% | -8.1% | 0.006% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 4,521 | $469K | 0.0% | -2.8% | 0.003% | |
| 4/9/2024 | Mather Group LLC. | 17,467 | $1.69M | 0.0% | +1.4% | 0.013% | |
| 4/5/2024 | NBC Securities Inc. | 24,268 | $2.52M | 0.2% | +6.8% | 0.018% | |
| 4/3/2024 | Dentgroup LLC | 5,929 | $615K | 0.5% | +12.8% | 0.004% | |
| 4/2/2024 | Waller Financial Planning Group Inc. | 48,659 | $5.05M | 1.3% | -17.2% | 0.036% | |
| 4/1/2024 | Global Wealth Strategies & Associates | 3,473 | $360K | 0.1% | -9.8% | 0.003% | |
| 3/26/2024 | Napatree Capital LLC | 20,056 | $1.94M | 1.9% | N/A | 0.015% | |
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| 3/21/2024 | Grayhawk Investment Strategies Inc. | 57,900 | $5.61M | 2.9% | -9.4% | 0.043% | |
| 3/19/2024 | Financial Life Advisors | 95,803 | $9.28M | 4.0% | -28.3% | 0.071% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 178,518 | $17.29M | 0.5% | -39.7% | 0.133% | |
| 3/13/2024 | MONECO Advisors LLC | 9,436 | $914K | 0.2% | +65.3% | 0.007% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 1,791 | $173K | 0.0% | -34.8% | 0.001% | |
| 3/6/2024 | SageView Advisory Group LLC | 4,891 | $477K | 0.0% | -41.6% | 0.004% | |
| 3/5/2024 | Fisher Asset Management LLC | 5,090 | $493K | 0.0% | -22.6% | 0.004% | |
| 3/5/2024 | True Vision MN LLC | 28,992 | $2.81M | 2.3% | N/A | 0.022% | |
| 3/5/2024 | Greenwood Capital Associates LLC | 20,248 | $1.96M | 0.3% | N/A | 0.015% | |
| 3/1/2024 | ARK & TLK Investments LLC | 18,039 | $1.75M | 0.6% | N/A | 0.013% | |
