| 5/9/2024 | Interchange Capital Partners LLC | 5,238 | $218K | 0.1% | -25.7% | 0.010% | |
| 5/8/2024 | West Wealth Group LLC | 66,089 | $2.87M | 1.1% | +7.3% | 0.121% | |
| 5/8/2024 | Sheets Smith Wealth Management | 17,897 | $776K | 0.1% | -15.7% | 0.033% | |
| 5/8/2024 | TSA Wealth Managment LLC | 41,212 | $1.79M | 0.8% | +3.9% | 0.075% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 58,785 | $2.55M | 0.0% | -3.0% | 0.108% | |
| 5/8/2024 | Watershed Private Wealth LLC | 43,146 | $1.87M | 0.8% | N/A | 0.079% | |
|
| 5/7/2024 | Verus Capital Partners LLC | 8,574 | $372K | 0.0% | +31.9% | 0.016% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 14,280 | $619K | 0.0% | -12.4% | 0.026% | |
| 5/7/2024 | Stonebrook Private Inc. | 53,430 | $2.32M | 0.7% | +17.1% | 0.098% | |
| 5/7/2024 | Atomi Financial Group Inc. | 54,180 | $2.35M | 0.2% | +304.1% | 0.099% | |
| 5/7/2024 | WealthPLAN Partners LLC | 7,419 | $322K | 0.0% | +6.4% | 0.014% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 9,950 | $431K | 0.3% | -18.5% | 0.018% | |
| 5/7/2024 | EQ LLC | 42,499 | $1.84M | 1.1% | +13.4% | 0.078% | |
| 5/7/2024 | PFG Advisors | 7,320 | $317K | 0.0% | +7.0% | 0.013% | |
| 5/7/2024 | Stokes Family Office LLC | 89,579 | $3.88M | 0.5% | -0.9% | 0.164% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 964,404 | $41.82M | 0.2% | -1.3% | 1.765% | |
| 5/4/2024 | Commonwealth Retirement Investments LLC | 5,611 | $243K | 0.1% | -18.8% | 0.010% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 13,033 | $565K | 0.0% | -8.1% | 0.024% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 63,121 | $2.74M | 0.3% | -34.0% | 0.116% | |
| 5/3/2024 | Liberty Wealth Management LLC | 66,040 | $2.86M | 0.6% | +1.8% | 0.121% | |
| 5/2/2024 | AlphaQ Advisors LLC | 96,594 | $4.19M | 2.5% | N/A | 0.177% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 66,500 | $2.88M | 2.1% | N/A | 0.122% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 4,630 | $201K | 0.0% | -22.6% | 0.008% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 450,263 | $19.52M | 0.1% | -3.2% | 0.824% | |
| 5/1/2024 | Blue Trust Inc. | 58,908 | $2.55M | 0.0% | -8.4% | 0.108% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 26,400 | $1.15M | 0.1% | +3.1% | 0.048% | |
| 5/1/2024 | McCarthy & Cox | 5,021 | $218K | 0.1% | N/A | 0.009% | |
| 5/1/2024 | Diversify Advisory Services LLC | 31,426 | $1.36M | 0.1% | N/A | 0.058% | |
| 4/30/2024 | Private Advisor Group LLC | 38,015 | $1.65M | 0.0% | -3.9% | 0.070% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 26,518 | $1.15M | 0.1% | +5.8% | 0.049% | |
| 4/30/2024 | MA Private Wealth | 8,561 | $371K | 0.1% | -51.5% | 0.016% | |
| 4/30/2024 | True Vision MN LLC | 10,669 | $454K | 0.3% | +13.7% | 0.020% | |
| 4/30/2024 | Perigon Wealth Management LLC | 23,554 | $1.02M | 0.0% | +21.9% | 0.043% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 17,594 | $763K | 0.1% | +9.0% | 0.032% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 315,916 | $13.70M | 0.0% | -2.0% | 0.578% | |
| 4/29/2024 | Principal Financial Group Inc. | 91,775 | $3.98M | 0.0% | N/A | 0.168% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 8,542 | $370K | 0.0% | +63.1% | 0.016% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 29,148 | $1.26M | 0.8% | +5.2% | 0.053% | |
| 4/29/2024 | Brio Consultants LLC | 170,413 | $7.39M | 1.2% | +0.8% | 0.312% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 5,558 | $241K | 0.0% | +5.4% | 0.010% | |
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| 4/27/2024 | Millburn Ridgefield Corp | 8,640 | $375K | 0.0% | -17.1% | 0.016% | |
| 4/26/2024 | RCS Financial Planning LLC | 6,401 | $278K | 0.2% | -32.1% | 0.012% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 4,978 | $216K | 0.0% | N/A | 0.009% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 5,763 | $250K | 0.0% | +4.6% | 0.011% | |
| 4/26/2024 | Sumitomo Life Insurance Co. | 273,000 | $11.84M | 0.3% | +19.2% | 0.500% | |
| 4/25/2024 | Cardinal Strategic Wealth Guidance | 26,461 | $1.15M | 0.4% | -1.0% | 0.048% | |
| 4/25/2024 | W Advisors LLC | 7,435 | $322K | 0.2% | +40.5% | 0.014% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 5,703 | $247K | 0.0% | -6.4% | 0.010% | |
| 4/25/2024 | TNF LLC | 36,050 | $1.53M | 0.6% | +2.0% | 0.066% | |
| 4/24/2024 | Patton Albertson Miller Group LLC | 213,066 | $9.24M | 1.4% | -16.6% | 0.390% | |
| 4/24/2024 | Simplicity Wealth LLC | 22,202 | $963K | 0.0% | +175.5% | 0.041% | |
| 4/24/2024 | NBT Bank N A NY | 1,845 | $80K | 0.0% | -29.6% | 0.003% | |
| 4/24/2024 | Spire Wealth Management | 18,738 | $812K | 0.0% | -2.2% | 0.034% | |
| 4/23/2024 | Global Retirement Partners LLC | 5,380 | $233K | 0.0% | -27.9% | 0.010% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 7,276 | $316K | 0.2% | +30.6% | 0.013% | |
| 4/23/2024 | Venturi Wealth Management LLC | 7,719 | $335K | 0.0% | -11.4% | 0.014% | |
| 4/23/2024 | Fifth Third Bancorp | 808 | $35K | 0.0% | +364.4% | 0.001% | |
| 4/23/2024 | Warner Financial Inc. | 38,769 | $1.68M | 0.8% | +1.1% | 0.071% | |
| 4/23/2024 | Strategic Blueprint LLC | 45,505 | $1.97M | 0.1% | -14.3% | 0.083% | |
| 4/23/2024 | 4J Wealth Management LLC | 19,008 | $824K | 0.7% | +7.7% | 0.035% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 199,455 | $8.65M | 0.0% | +38.8% | 0.365% | |
| 4/23/2024 | Sutton Place Investors LLC | 5,008 | $217K | 0.1% | N/A | 0.009% | |
| 4/22/2024 | Laurel Wealth Planning LLC | 216,198 | $9.37M | 6.2% | +3.1% | 0.396% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 24,794 | $1.08M | 0.4% | +5.7% | 0.045% | |
| 4/22/2024 | Horst & Graben Wealth Management LLC | 70,882 | $3.07M | 0.6% | -3.5% | 0.130% | |
| 4/19/2024 | Retirement Guys Formula LLC | 55,714 | $2.42M | 1.2% | +5.8% | 0.105% | |
| 4/19/2024 | Wealth Management Resources Inc. | 181,604 | $7.87M | 3.4% | -3.1% | 0.341% | |
| 4/19/2024 | Madrona Financial Services LLC | 29,025 | $1.26M | 0.4% | +4.1% | 0.054% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 4,844 | $210K | 0.2% | N/A | 0.009% | |
| 4/18/2024 | Shira Ridge Wealth Management | 69,587 | $3.02M | 1.7% | -11.9% | 0.131% | |
| 4/18/2024 | Pettinga Financial Advisors LLC | 88,115 | $3.82M | 1.0% | -0.7% | 0.165% | |
| 4/18/2024 | SteelPeak Wealth LLC | 46,856 | $2.03M | 0.1% | -7.5% | 0.088% | |
| 4/17/2024 | Fiduciary Alliance LLC | 24,454 | $1.05M | 0.2% | -50.6% | 0.046% | |
| 4/17/2024 | Physician Wealth Advisors Inc. | 40,900 | $1.69M | 0.4% | +4.5% | 0.077% | |
| 4/16/2024 | Tsfg LLC | 24,039 | $1.04M | 0.3% | N/A | 0.045% | |
| 4/16/2024 | Cypress Wealth Services LLC | 44,161 | $1.92M | 0.4% | +3.0% | 0.083% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 39,513 | $1.71M | 0.0% | +3.4% | 0.074% | |
| 4/16/2024 | Mosley Wealth Management | 8,669 | $376K | 0.4% | +33.3% | 0.016% | |
| 4/16/2024 | Advocacy Wealth Management Services LLC | 188,960 | $8.19M | 0.7% | -15.4% | 0.355% | |
| 4/15/2024 | Ehrlich Financial Group | 6,381 | $277K | 0.2% | N/A | 0.012% | |
| 4/15/2024 | Sound Income Strategies LLC | 2,781 | $121K | 0.0% | +36.7% | 0.005% | |
| 4/12/2024 | Austin Private Wealth LLC | 86,556 | $3.74M | 0.4% | -6.8% | 0.162% | |
| 4/12/2024 | AdvisorNet Financial Inc | 91,640 | $3.97M | 0.4% | +358.4% | 0.172% | |
| 4/12/2024 | Lane & Associates LLC | 8,971 | $389K | 0.2% | +17.4% | 0.017% | |
| 4/11/2024 | Buttonwood Financial Group LLC | 54,816 | $2.38M | 1.4% | +2.7% | 0.103% | |
| 4/11/2024 | RFG Advisory LLC | 19,360 | $839K | 0.0% | -28.1% | 0.036% | |
| 4/10/2024 | Park Avenue Securities LLC | 697,796 | $30.26M | 0.4% | -9.7% | 1.309% | |
| 4/10/2024 | Legacy Financial Group LLC | 32,462 | $1.41M | 0.3% | N/A | 0.061% | |
| 4/10/2024 | Lantz Financial LLC | 14,118 | $612K | 0.2% | +6.6% | 0.026% | |
| 4/10/2024 | Banque Cantonale Vaudoise | 2,000 | $87K | 0.0% | N/A | 0.004% | |
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| 4/10/2024 | Signal Advisors Wealth LLC | 11,354 | $492K | 0.1% | +13.4% | 0.021% | |
| 4/10/2024 | Clearview Wealth Advisors LLC | 4,663 | $202K | 0.2% | N/A | 0.009% | |
| 4/9/2024 | Northwest Capital Management Inc | 68,232 | $2.96M | 0.9% | +2.7% | 0.128% | |
| 4/9/2024 | Mather Group LLC. | 1,712 | $69K | 0.0% | N/A | 0.003% | |
| 4/5/2024 | NBC Securities Inc. | 7,160 | $311K | 0.0% | -16.5% | 0.013% | |
| 4/3/2024 | Arden Trust Co | 129,504 | $5.62M | 0.8% | -0.4% | 0.243% | |
| 4/3/2024 | Dentgroup LLC | 6,240 | $271K | 0.2% | +6.7% | 0.012% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 441,250 | $17.77M | 0.0% | -6.1% | 0.828% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 41,884 | $1.69M | 0.0% | -22.8% | 0.079% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 835 | $34K | 0.0% | N/A | 0.002% | |
