| 8/1/2021 | Clearview Wealth Advisors LLC | 931 | $28K | 0.0% | N/A | 0.000% | |
| 8/1/2021 | Patriot Financial Group Insurance Agency LLC | 2,674 | $80K | 0.0% | -54.4% | 0.001% | |
| 7/31/2021 | RFG Advisory LLC | 2,533,524 | $76.03M | 6.8% | +25.9% | 1.219% | |
| 7/31/2021 | AlphaStar Capital Management LLC | 855,038 | $25.66M | 3.3% | +26.6% | 0.411% | |
| 7/31/2021 | Weitzel Financial Services Inc. | 15,617,091 | $516.78M | 18.2% | +3,066.0% | 7.512% | |
| 7/31/2021 | LexAurum Advisors LLC | 291,271 | $8.74M | 2.6% | +9.4% | 0.140% | |
| 7/31/2021 | IFP Advisors Inc | 24,771 | $0.75M | 0.0% | +48.2% | 0.012% | |
| 7/28/2021 | ST Germain D J Co. Inc. | 121,343 | $3.64M | 0.2% | N/A | 0.058% | |
| 7/19/2021 | Fifth Third Securities Inc. | 59,357 | $1.78M | 0.6% | -28.1% | 0.028% | |
| 7/9/2021 | Savior LLC | 6,243 | $0.19M | 0.2% | +45.7% | 0.003% | |
|
| 6/1/2021 | F M Investments LLC | 8,168 | $0.24M | 0.2% | -9.9% | 0.004% | |
| 5/28/2021 | FormulaFolio Investments LLC | 67,472 | $2.01M | 0.7% | -38.9% | 0.035% | |
| 5/24/2021 | Strategic Wealth Partners Ltd. | 29,248 | $0.87M | 0.3% | +2.3% | 0.015% | |
| 5/19/2021 | SageGuard Financial Group LLC | 22,247 | $0.66M | 0.3% | -6.6% | 0.012% | |
| 5/18/2021 | IHT Wealth Management LLC | 137,946 | $4.09M | 0.3% | +38.5% | 0.074% | |
| 5/17/2021 | Baker Avenue Asset Management LP | 2,254,928 | $66.86M | 4.1% | +3.1% | 1.208% | |
| 5/17/2021 | Captrust Financial Advisors | 278,261 | $8.25M | 0.1% | +31.9% | 0.149% | |
| 5/17/2021 | Ameriprise Financial Inc. | 1,856,244 | $55.05M | 0.0% | +4.5% | 0.995% | |
| 5/17/2021 | Affinia Financial Group LLC | 585,320 | $17.48M | 10.9% | +3.8% | 0.314% | |
| 5/14/2021 | Towercrest Capital Management | 348,863 | $10.34M | 2.2% | +8.6% | 0.189% | |
| 5/14/2021 | Horizon Investments LLC | 130,850 | $3.88M | 0.1% | -48.1% | 0.071% | |
| 5/14/2021 | Laurel Wealth Advisors Inc. | 376,309 | $11.16M | 1.7% | +19.1% | 0.203% | |
| 5/14/2021 | Golden State Wealth Management LLC | 355,621 | $10.54M | 3.5% | +22.1% | 0.192% | |
| 5/14/2021 | Stonebridge Capital Advisors LLC | 2,776 | $82K | 0.0% | N/A | 0.002% | |
| 5/14/2021 | NYL Investors LLC | 110,000 | $3.26M | 0.4% | +1.9% | 0.059% | |
| 5/13/2021 | Wealthquest Corp | 626,161 | $18.57M | 3.5% | +12.3% | 0.338% | |
| 5/13/2021 | Proequities Inc. | 8,721 | $0.26M | 0.0% | -11.6% | 0.005% | |
| 5/13/2021 | Ten Capital Wealth Advisors LLC | 115,830 | $3.43M | 0.8% | -51.5% | 0.063% | |
| 5/12/2021 | Wealth Enhancement Advisory Services LLC | 2,226,946 | $66.27M | 1.2% | +15.3% | 1.188% | |
| 5/10/2021 | Arete Wealth Advisors LLC | 85,171 | $2.53M | 0.3% | +13.8% | 0.045% | |
| 5/10/2021 | Certified Advisory Corp | 15,432 | $0.46M | 0.1% | N/A | 0.008% | |
| 5/10/2021 | Strategic Blueprint LLC | 26,164 | $0.78M | 0.2% | -22.7% | 0.014% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 449,206 | $13.32M | 0.1% | +18.6% | 0.238% | |
| 5/7/2021 | Gerber Kawasaki Wealth & Investment Management | 19,697 | $0.58M | 0.1% | -21.7% | 0.010% | |
| 5/7/2021 | Cedar Capital LLC | 78,649 | $2.33M | 4.1% | +148.3% | 0.042% | |
| 5/6/2021 | Baltimore Washington Financial Advisors Inc. | 203,704 | $6.04M | 0.6% | -2.1% | 0.108% | |
| 5/6/2021 | Girard Partners LTD. | 1,085,099 | $32.17M | 4.6% | +6.0% | 0.576% | |
| 5/6/2021 | Allred Capital Management LLC | 1,881 | $56K | 0.0% | -91.8% | 0.001% | |
| 5/5/2021 | Compass Financial Group Inc. | 17,035 | $0.51M | 0.3% | -20.3% | 0.009% | |
| 5/5/2021 | Cowa LLC | 5,254 | $0.16M | 0.1% | -25.9% | 0.003% | |
| 5/5/2021 | Bay Harbor Wealth Management LLC | 5,132 | $0.15M | 0.1% | -45.3% | 0.003% | |
| 5/4/2021 | Beaumont Financial Partners LLC | 16,599 | $0.49M | 0.0% | +6.1% | 0.009% | |
| 5/4/2021 | Wechter Feldman Wealth Management Inc. | 323,886 | $9.60M | 7.1% | +35.0% | 0.170% | |
| 5/4/2021 | Vicus Capital | 14,335 | $0.43M | 0.1% | +14.8% | 0.008% | |
| 5/3/2021 | Winch Advisory Services LLC | 33,500 | $0.99M | 0.4% | -2.2% | 0.018% | |
| 5/3/2021 | Asset Dedication LLC | 6,024 | $0.18M | 0.0% | -15.9% | 0.003% | |
| 5/3/2021 | AlphaStar Capital Management LLC | 675,269 | $20.02M | 3.1% | -11.4% | 0.354% | |
| 4/30/2021 | Rosenberg Matthew Hamilton | 30,299 | $0.90M | 0.5% | -2.1% | 0.016% | |
| 4/30/2021 | IFP Advisors Inc | 16,715 | $0.50M | 0.0% | +77.6% | 0.009% | |
| 4/30/2021 | Wealthcare Advisory Partners LLC | 913,861 | $27.10M | 2.0% | +15.1% | 0.477% | |
| 4/29/2021 | Pinnacle Wealth Planning Services Inc. | 315,540 | $9.36M | 2.4% | -9.7% | 0.165% | |
| 4/28/2021 | US Bancorp DE | 90,831 | $2.69M | 0.0% | +7,520.1% | 0.047% | |
| 4/28/2021 | Atlas Private Wealth Advisors | 1,268 | $38K | 0.0% | +132.7% | 0.001% | |
| 4/28/2021 | Integrated Capital Management Inc. | 19,196 | $0.57M | 0.5% | N/A | 0.010% | |
| 4/28/2021 | Santori & Peters | 15,367 | $0.46M | 0.3% | -7.4% | 0.008% | |
| 4/28/2021 | Moloney Securities Asset Management LLC | 15,695 | $0.47M | 0.1% | -16.5% | 0.008% | |
| 4/27/2021 | Savior LLC | 4,285 | $0.13M | 0.1% | -60.4% | 0.002% | |
| 4/27/2021 | Janney Montgomery Scott LLC | 554,409 | $16.44M | 0.1% | -2.6% | 0.290% | |
| 4/23/2021 | Parallel Advisors LLC | 1,301 | $39K | 0.0% | +107.5% | 0.001% | |
| 4/23/2021 | Fifth Third Securities Inc. | 82,550 | $2.45M | 1.0% | -16.5% | 0.043% | |
| 4/22/2021 | LexAurum Advisors LLC | 266,301 | $7.90M | 2.7% | +9.2% | 0.140% | |
| 4/19/2021 | IFG Advisory LLC | 36,171 | $1.07M | 0.1% | +152.1% | 0.019% | |
| 4/19/2021 | RFG Advisory LLC | 2,012,240 | $59.66M | 6.5% | +52.0% | 1.059% | |
| 4/19/2021 | Heartwood Wealth Advisors LLC | 876,198 | $25.98M | 4.2% | +9.2% | 0.461% | |
| 4/19/2021 | Appleton Partners Inc. MA | 170,596 | $5.06M | 0.5% | +7.8% | 0.090% | |
| 4/19/2021 | SlateStone Wealth LLC | 67,723 | $2.01M | 0.5% | -27.9% | 0.036% | |
| 4/15/2021 | Detalus Advisors LLC | 197,442 | $5.85M | 3.5% | +26.2% | 0.105% | |
| 4/14/2021 | AdvisorNet Financial Inc | 216,316 | $6.41M | 0.5% | -3.2% | 0.115% | |
| 4/13/2021 | Money Design Co. Ltd. | 1,020,764 | $30.27M | 3.5% | -1.5% | 0.541% | |
| 4/9/2021 | Flagship Private Wealth LLC | 30,250 | $0.90M | 0.7% | +67.6% | 0.016% | |
| 2/23/2021 | Orion Capital Management LLC | 990 | $30K | 0.0% | N/A | 0.001% | |
| 2/22/2021 | Weitzel Financial Services Inc. | 470,864 | $14.29M | 10.7% | N/A | 0.262% | |
| 2/18/2021 | Safeguard Investment Advisory Group LLC | 1,774 | $54K | 0.0% | N/A | 0.001% | |
| 2/18/2021 | Strategic Wealth Partners Ltd. | 28,586 | $0.88M | 0.4% | +9.3% | 0.016% | |
| 2/17/2021 | IHT Wealth Management LLC | 99,578 | $3.07M | 0.3% | +172.0% | 0.055% | |
| 2/17/2021 | United Capital Financial Advisers LLC | 765,017 | $23.56M | 0.1% | -16.3% | 0.420% | |
| 2/17/2021 | Baker Avenue Asset Management LP | 2,186,556 | $67.32M | 4.5% | +11.0% | 1.200% | |
| 2/16/2021 | Captrust Financial Advisors | 210,922 | $6.49M | 0.1% | +65.2% | 0.116% | |
| 2/16/2021 | Stringer Asset Management LLC | 128,560 | $3.96M | 4.2% | -54.4% | 0.071% | |
| 2/16/2021 | Inscription Capital LLC | 20,773 | $0.64M | 0.2% | -27.6% | 0.011% | |
| 2/12/2021 | Towercrest Capital Management | 321,242 | $9.89M | 2.2% | +9.4% | 0.176% | |
| 2/11/2021 | Syntal Capital Partners LLC | 52,506 | $1.62M | 0.2% | +18.6% | 0.029% | |
| 2/10/2021 | Wealth Enhancement Advisory Services LLC | 1,931,848 | $59.02M | 1.3% | +22.9% | 1.061% | |
| 2/10/2021 | TD Ameritrade Investment Management LLC | 37,793 | $1.16M | 0.0% | N/A | 0.021% | |
| 2/10/2021 | Assetmark Inc. | 3,243,594 | $99.87M | 0.6% | +74.5% | 1.781% | |
| 2/10/2021 | Cahaba Wealth Management Inc. | 47,796 | $1.46M | 0.2% | +0.7% | 0.026% | |
| 2/9/2021 | Gerber Kawasaki Wealth & Investment Management | 25,149 | $0.77M | 0.1% | +224.6% | 0.014% | |
| 2/9/2021 | Winch Advisory Services LLC | 34,243 | $1.05M | 0.4% | -2.6% | 0.019% | |
| 2/9/2021 | Wealthquest Corp | 557,593 | $17.17M | 3.7% | +3.1% | 0.306% | |
| 2/9/2021 | Bay Harbor Wealth Management LLC | 9,384 | $0.29M | 0.1% | -71.5% | 0.005% | |
| 2/8/2021 | Mcmillion Capital Management Inc. | 1,000 | $31K | 0.0% | N/A | 0.001% | |
| 2/8/2021 | IFG Advisory LLC | 14,348 | $0.44M | 0.1% | +82.7% | 0.008% | |
| 2/8/2021 | Arete Wealth Advisors LLC | 74,857 | $2.31M | 0.3% | +10.2% | 0.041% | |
| 2/5/2021 | Cowa LLC | 7,094 | $0.22M | 0.2% | N/A | 0.004% | |
| 2/5/2021 | Cedar Capital LLC | 31,677 | $0.98M | 1.8% | N/A | 0.017% | |
| 2/5/2021 | Horan Securities Inc. | 19,304 | $0.59M | 0.5% | +58.7% | 0.011% | |
| 2/5/2021 | US Bancorp DE | 1,192 | $37K | 0.0% | N/A | 0.001% | |
| 2/4/2021 | AdvisorNet Financial Inc | 223,388 | $6.88M | 0.6% | -7.4% | 0.123% | |
| 2/4/2021 | Cambridge Investment Research Advisors Inc. | 378,809 | $11.66M | 0.1% | -2.9% | 0.208% | |
| 2/2/2021 | RFG Advisory LLC | 1,324,268 | $40.43M | 5.3% | +2.4% | 0.727% | |
