| 5/17/2024 | Innealta Capital LLC | 66,982 | $3.12M | 1.3% | N/A | 0.104% | |
| 5/16/2024 | WMS Partners LLC | 1,241,832 | $57.93M | 4.0% | +17.9% | 1.928% | |
| 5/16/2024 | Captrust Financial Advisors | 1,025,748 | $47.85M | 0.2% | +0.2% | 1.593% | |
| 5/16/2024 | Econ Financial Services Corp | 88,643 | $4.14M | 2.6% | -9.6% | 0.138% | |
| 5/15/2024 | Ascent Group LLC | 8,055 | $376K | 0.0% | +5.7% | 0.013% | |
| 5/15/2024 | Linscomb Wealth Inc. | 5,578 | $260K | 0.0% | +6.8% | 0.009% | |
|
| 5/14/2024 | Axxcess Wealth Management LLC | 67,885 | $3.17M | 0.1% | +35.1% | 0.105% | |
| 5/14/2024 | CreativeOne Wealth LLC | 57,726 | $2.69M | 0.1% | +15.3% | 0.090% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 7,300 | $341K | 0.0% | +37.7% | 0.011% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 5,458 | $255K | 0.0% | -4.9% | 0.009% | |
| 5/10/2024 | Osaic Holdings Inc. | 783,287 | $36.54M | 0.1% | +40.6% | 1.228% | |
| 5/10/2024 | Cooper Haims Advisors LLC | 202,589 | $9.45M | 5.5% | -36.4% | 0.318% | |
| 5/9/2024 | Leo Wealth LLC | 206,205 | $9.52M | 1.0% | +10.6% | 0.323% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 19,418 | $906K | 0.0% | +104.6% | 0.030% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 14,612 | $682K | 0.0% | +16.0% | 0.023% | |
| 5/8/2024 | US Bancorp DE | 7,679 | $358K | 0.0% | N/A | 0.012% | |
| 5/8/2024 | Trademark Financial Management LLC | 56,153 | $2.62M | 2.2% | +2.1% | 0.088% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 25,259 | $1.18M | 0.1% | +12.0% | 0.040% | |
| 5/7/2024 | Verus Capital Partners LLC | 171,450 | $8.00M | 0.9% | +13.6% | 0.269% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 12,948 | $604K | 0.0% | +11.0% | 0.020% | |
| 5/7/2024 | BCGM Wealth Management LLC | 186,805 | $8.71M | 3.1% | +3,780.5% | 0.293% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 37,462 | $1.75M | 0.0% | +40.4% | 0.059% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 398,729 | $18.60M | 5.1% | +7.3% | 0.625% | |
| 5/7/2024 | Houlihan Financial Resource Group Ltd. | 15,490 | $723K | 0.3% | +241.2% | 0.024% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,274 | $339K | 0.0% | +19.3% | 0.011% | |
| 5/4/2024 | SPC Financial Inc. | 514,935 | $24.02M | 2.3% | +2.6% | 0.807% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 3,910 | $182K | 0.0% | +3,028.0% | 0.006% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 2,012 | $94K | 0.0% | +50.6% | 0.003% | |
| 5/2/2024 | Mutual Advisors LLC | 134,218 | $6.26M | 0.2% | +6.3% | 0.210% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 8,573 | $400K | 0.2% | +17.7% | 0.013% | |
| 5/2/2024 | Lionsbridge Wealth Management LLC | 144,381 | $6.74M | 5.2% | +15.8% | 0.226% | |
| 5/2/2024 | GSB Wealth Management LLC | 46,490 | $2.17M | 0.6% | +22.9% | 0.073% | |
| 5/1/2024 | Janney Capital Management LLC | 305,641 | $14.26M | 0.9% | -3.4% | 0.479% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,051,235 | $49.04M | 0.1% | +28.9% | 1.648% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 1,395,868 | $65.11M | 21.2% | +85.4% | 2.188% | |
| 5/1/2024 | McCarthy & Cox | 440,063 | $20.53M | 7.8% | N/A | 0.690% | |
| 5/1/2024 | Private Advisor Group LLC | 7,501 | $350K | 0.0% | -8.2% | 0.012% | |
| 4/30/2024 | MN Wealth Advisors LLC | 140,414 | $6.55M | 4.0% | -13.9% | 0.220% | |
| 4/30/2024 | Fountainhead AM LLC | 6,499 | $303K | 0.1% | N/A | 0.010% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 753,731 | $35.16M | 0.1% | +42.4% | 1.181% | |
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| 4/29/2024 | FAS Wealth Partners Inc. | 229,087 | $10.69M | 0.9% | +3.7% | 0.359% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 28,095 | $1.31M | 0.0% | +36.2% | 0.044% | |
| 4/29/2024 | Financial Futures Ltd Liability Co. | 58,635 | $2.74M | 1.8% | -62.0% | 0.092% | |
| 4/26/2024 | Bond & Devick Financial Network Inc. | 143,757 | $6.71M | 3.6% | +3.3% | 0.225% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 9,980 | $466K | 0.1% | N/A | 0.016% | |
| 4/26/2024 | Sprinkle Financial Consultants LLC | 33,171 | $1.55M | 1.3% | +71.7% | 0.052% | |
| 4/26/2024 | Bogart Wealth LLC | 842,644 | $39.31M | 2.0% | N/A | 1.321% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 102,294 | $4.77M | 0.7% | +14.6% | 0.160% | |
| 4/25/2024 | IMA Wealth Inc. | 194,494 | $9.07M | 4.3% | +5.7% | 0.313% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 74,781 | $3.49M | 0.0% | +22.8% | 0.120% | |
| 4/24/2024 | Trinity Legacy Partners LLC | 281,070 | $13.11M | 3.8% | +13.0% | 0.452% | |
| 4/24/2024 | Hartford Financial Management Inc. | 549,761 | $25.64M | 5.4% | +14.8% | 0.884% | |
| 4/24/2024 | Landmark Wealth Management LLC | 148,189 | $6.91M | 3.2% | +5.0% | 0.238% | |
| 4/23/2024 | Triad Wealth Partners LLC | 132,621 | $6.19M | 4.7% | N/A | 0.213% | |
| 4/23/2024 | James J. Burns & Company LLC | 18,406 | $848K | 0.3% | -26.8% | 0.030% | |
| 4/23/2024 | Global Retirement Partners LLC | 22,456 | $1.05M | 0.0% | +190.1% | 0.036% | |
| 4/23/2024 | AllGen Financial Advisors Inc. | 1,160,930 | $54.15M | 22.0% | +21.7% | 1.866% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 29,163 | $1.36M | 0.1% | +43.4% | 0.047% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,726,924 | $80.55M | 0.1% | +67.5% | 2.776% | |
| 4/23/2024 | Sutton Place Investors LLC | 4,629 | $216K | 0.1% | N/A | 0.007% | |
| 4/22/2024 | Corrigan Financial Inc. | 603,948 | $28.17M | 7.2% | N/A | 0.971% | |
| 4/22/2024 | Raymond James & Associates | 233,669 | $10.90M | 0.0% | +513.4% | 0.376% | |
| 4/19/2024 | Wiser Wealth Management Inc | 867,111 | $40.45M | 13.3% | N/A | 1.394% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 6,846 | $319K | 0.0% | -6.2% | 0.011% | |
| 4/19/2024 | Hedeker Wealth LLC | 42,069 | $1.96M | 0.6% | +2.3% | 0.068% | |
| 4/18/2024 | Steele Capital Management Inc. | 367,635 | $17.15M | 1.0% | +17.2% | 0.591% | |
| 4/18/2024 | Clarity Wealth Advisors LLC | 80,306 | $3.75M | 1.3% | +39.5% | 0.129% | |
| 4/17/2024 | D.B. Root & Company LLC | 974,811 | $45.47M | 15.4% | +18.8% | 1.567% | |
| 4/17/2024 | Founders Financial Securities LLC | 203,900 | $9.51M | 1.0% | N/A | 0.328% | |
| 4/17/2024 | CRA Financial Services LLC | 16,625 | $775K | 0.2% | N/A | 0.027% | |
| 4/17/2024 | Criterion Capital Advisors LLC | 1,162 | $54K | 0.0% | -72.7% | 0.002% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 4,504 | $210K | 0.1% | N/A | 0.007% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 1,205 | $56K | 0.0% | N/A | 0.002% | |
| 4/16/2024 | Harbor Group Inc. | 776,985 | $36.24M | 9.6% | +5.6% | 1.249% | |
| 4/16/2024 | ERn Financial LLC | 162,188 | $7.57M | 1.3% | +2.9% | 0.261% | |
| 4/15/2024 | Janiczek Wealth Management LLC | 52,842 | $2.47M | 0.5% | N/A | 0.085% | |
| 4/15/2024 | Signet Financial Management LLC | 12,294 | $573K | 0.1% | +14.3% | 0.020% | |
| 4/15/2024 | Peterson Wealth Advisors LLC | 332,386 | $15.50M | 3.3% | +8.5% | 0.534% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 34,147 | $1.59M | 0.9% | +21.4% | 0.055% | |
| 4/13/2024 | Retirement Planning Group LLC | 51,050 | $2.38M | 0.2% | +13.5% | 0.082% | |
| 4/13/2024 | Legacy Wealth Management Inc | 2,491,232 | $116.20M | 8.6% | +7.6% | 4.005% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 44,214 | $2.06M | 0.4% | -7.7% | 0.071% | |
| 4/12/2024 | Strategic Planning Group LLC | 21,321 | $995K | 0.2% | -19.1% | 0.034% | |
| 4/12/2024 | CGN Advisors LLC | 1,017,906 | $47.48M | 6.0% | +21.4% | 1.637% | |
| 4/12/2024 | Capital Planning LLC | 103,919 | $4.85M | 1.6% | +8.6% | 0.167% | |
| 4/12/2024 | Ignite Planners LLC | 61,636 | $2.84M | 0.8% | +40.3% | 0.099% | |
| 4/11/2024 | Security Financial Services INC. | 12,995 | $606K | 0.1% | -5.9% | 0.021% | |
| 4/11/2024 | MCIA Inc | 626,791 | $28.92M | 8.1% | N/A | 1.008% | |
| 4/11/2024 | Walden Wealth Partners LLC | 18,759 | $867K | 0.5% | -3.1% | 0.030% | |
| 4/10/2024 | Daymark Wealth Partners LLC | 305,741 | $14.26M | 0.6% | -8.9% | 0.492% | |
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| 4/10/2024 | LexAurum Advisors LLC | 36,488 | $1.70M | 0.4% | +1.3% | 0.059% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 157,595 | $7.35M | 1.3% | -11.0% | 0.588% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 66,785 | $3.12M | 0.1% | -6.0% | 0.249% | |
| 3/14/2024 | Walden Wealth Partners LLC | 19,365 | $912K | 0.6% | N/A | 0.072% | |
| 3/14/2024 | Leo Wealth LLC | 186,423 | $8.70M | 0.9% | N/A | 0.696% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 114,792 | $5.41M | 1.2% | +22.8% | 0.428% | |
| 2/20/2024 | Voisard Asset Management Group Inc. | 766,871 | $36.11M | 21.7% | N/A | 2.861% | |
| 2/16/2024 | Oarsman Capital Inc. | 139,629 | $6.57M | 1.7% | N/A | 0.521% | |
| 2/15/2024 | Financial Planning & Information Services Inc. | 699,760 | $32.95M | 5.2% | +13.1% | 2.611% | |
| 2/15/2024 | Guardian Wealth Advisors LLC NC | 323,001 | $15.21M | 2.3% | -4.6% | 1.205% | |
