| 5/8/2024 | Financial & Tax Architects LLC | 142,965 | $14.50M | 4.0% | +13.7% | 0.118% | |
| 5/8/2024 | Paladin Advisory Group LLC | 39,423 | $3.97M | 3.1% | -2.6% | 0.032% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 329,450 | $33.41M | 0.3% | +0.3% | 0.271% | |
| 5/8/2024 | US Bancorp DE | 74,920 | $7.60M | 0.0% | +0.7% | 0.062% | |
| 5/8/2024 | Mycio Wealth Partners LLC | 86,166 | $8.74M | 2.2% | +0.8% | 0.071% | |
| 5/8/2024 | Russell Investments Group Ltd. | 515 | $52K | 0.0% | +98.8% | 0.000% | |
|
| 5/8/2024 | QRG Capital Management Inc. | 2,393 | $243K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | Tranquility Partners LLC | 4,403 | $447K | 0.2% | -17.3% | 0.004% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 59,169 | $6M | 0.6% | -20.3% | 0.049% | |
| 5/7/2024 | Anson Capital Inc. | 2,736 | $277K | 0.4% | -3.8% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 28,865 | $2.93M | 0.3% | -9.1% | 0.024% | |
| 5/7/2024 | WNY Asset Management LLC | 17,489 | $1.77M | 0.3% | -5.8% | 0.014% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 10,913 | $1.11M | 0.0% | +81.5% | 0.009% | |
| 5/7/2024 | Montag A & Associates Inc. | 5,757 | $584K | 0.0% | -11.5% | 0.005% | |
| 5/7/2024 | WealthPLAN Partners LLC | 13,938 | $1.41M | 0.1% | +36.3% | 0.011% | |
| 5/7/2024 | Keating Investment Counselors Inc. | 9,848 | $999K | 0.3% | -13.2% | 0.008% | |
| 5/7/2024 | Hantz Financial Services Inc. | 247,576 | $25.11M | 8.2% | -10.5% | 0.204% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 362 | $37K | 0.0% | -51.1% | 0.000% | |
| 5/7/2024 | BOS Asset Management LLC | 3,348 | $340K | 0.2% | -12.5% | 0.003% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 28,761 | $2.92M | 1.4% | -13.0% | 0.024% | |
| 5/7/2024 | PFG Advisors | 4,482 | $455K | 0.0% | -2.4% | 0.004% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 90,724 | $9.20M | 0.2% | -15.7% | 0.075% | |
| 5/7/2024 | Wealthspire Advisors LLC | 739,237 | $74.97M | 1.0% | -3.6% | 0.609% | |
| 5/7/2024 | Insight Advisors LLC PA | 27,625 | $2.80M | 0.5% | -30.3% | 0.023% | |
| 5/7/2024 | Howard Wealth Management LLC | 1,995 | $202K | 0.2% | N/A | 0.002% | |
| 5/7/2024 | Empowered Funds LLC | 10,220 | $1.04M | 0.0% | N/A | 0.008% | |
| 5/6/2024 | Concord Investment Counsel Inc. | 5,987 | $607K | 0.2% | N/A | 0.005% | |
| 5/6/2024 | Oxbow Advisors LLC | 2,349 | $238K | 0.0% | N/A | 0.002% | |
| 5/6/2024 | Advisory Alpha LLC | 9,298 | $943K | 0.0% | -3.8% | 0.008% | |
| 5/4/2024 | Howland Capital Management LLC | 3,768 | $382K | 0.0% | +18.5% | 0.003% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 16,123 | $1.64M | 0.1% | +13.2% | 0.013% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 74,301 | $7.54M | 4.0% | +4.9% | 0.061% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 134,339 | $13.62M | 0.7% | +0.9% | 0.111% | |
| 5/3/2024 | RIA Advisory Group LLC | 4,910 | $498K | 0.2% | N/A | 0.004% | |
| 5/3/2024 | Larson Financial Group LLC | 3,577 | $363K | 0.0% | -9.4% | 0.003% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 29,451 | $2.99M | 1.2% | +0.5% | 0.024% | |
| 5/2/2024 | Mutual Advisors LLC | 16,746 | $1.70M | 0.1% | -5.8% | 0.014% | |
| 5/2/2024 | Salomon & Ludwin LLC | 249 | $25K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,191,817 | $120.86M | 2.8% | +0.2% | 0.981% | |
| 5/2/2024 | Pacific Wealth Strategies Group Inc. | 124,174 | $12.59M | 10.5% | +4.2% | 0.102% | |
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| 5/2/2024 | Summit Financial Wealth Advisors LLC | 231,307 | $23.46M | 4.8% | +4.4% | 0.190% | |
| 5/2/2024 | AAFMAA Wealth Management & Trust LLC | 46,914 | $4.76M | 2.6% | -4.8% | 0.039% | |
| 5/2/2024 | Curran Financial Partners LLC | 51,344 | $5.21M | 1.8% | +1.2% | 0.042% | |
| 5/2/2024 | Choreo LLC | 6,955 | $705K | 0.0% | +7.7% | 0.006% | |
| 5/2/2024 | Lewis Asset Management LLC | 5,644 | $572K | 0.5% | -7.8% | 0.005% | |
| 5/2/2024 | Cross Staff Investments Inc | 7,051 | $715K | 0.6% | +5.0% | 0.006% | |
| 5/1/2024 | Smith Shellnut Wilson LLC ADV | 104,399 | $10.59M | 5.6% | -1.3% | 0.086% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 71,377 | $7.24M | 0.4% | -1.9% | 0.058% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 8,450 | $857K | 0.3% | +82.7% | 0.007% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 1,799 | $182K | 0.0% | +16.7% | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 515,079 | $52.23M | 0.2% | -4.9% | 0.422% | |
| 5/1/2024 | BNP Paribas Financial Markets | 6,266 | $635K | 0.0% | +1.9% | 0.005% | |
| 5/1/2024 | Alta Wealth Advisors LLC | 12,670 | $1.29M | 0.7% | +6.0% | 0.010% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 38,325 | $3.89M | 0.0% | +11.3% | 0.031% | |
| 5/1/2024 | Retirement Group LLC | 1,295 | $131K | 0.0% | -58.7% | 0.001% | |
| 5/1/2024 | Diversify Advisory Services LLC | 3,741 | $377K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Private Advisor Group LLC | 181,253 | $18.38M | 0.1% | +8.2% | 0.149% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 66,042 | $6.70M | 0.3% | +2.0% | 0.054% | |
| 4/30/2024 | Cutter & CO Brokerage Inc. | 4,086 | $414K | 0.1% | +24.6% | 0.003% | |
| 4/30/2024 | Hartline Investment Corp | 2,757 | $280K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | SpiderRock Advisors LLC | 14,880 | $1.47M | 0.0% | N/A | 0.012% | |
| 4/30/2024 | Cordatus Wealth Management LLC | 12,748 | $1.29M | 0.9% | +3.6% | 0.010% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 11,798 | $1.20M | 0.8% | -13.3% | 0.010% | |
| 4/30/2024 | Concord Wealth Partners | 49,719 | $5.04M | 0.9% | -1.3% | 0.041% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 23,173 | $2.35M | 0.8% | +5.3% | 0.019% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 6,201 | $629K | 0.0% | +6.6% | 0.005% | |
| 4/30/2024 | Macroview Investment Management LLC | 28,128 | $2.85M | 3.1% | +1.4% | 0.023% | |
| 4/30/2024 | Arkadios Wealth Advisors | 8,797 | $892K | 0.1% | -10.6% | 0.007% | |
| 4/30/2024 | SkyOak Wealth LLC | 7,919 | $803K | 0.2% | +11.1% | 0.006% | |
| 4/30/2024 | M3 Advisory Group LLC | 2,795 | $283K | 0.3% | +12.7% | 0.002% | |
| 4/30/2024 | Investment Advisory Group LLC | 3,508 | $356K | 0.1% | N/A | 0.003% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 358 | $37K | 0.0% | N/A | 0.000% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,123,231 | $113.91M | 0.2% | -3.3% | 0.920% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 7,711 | $782K | 0.1% | -14.7% | 0.006% | |
| 4/29/2024 | Crew Capital Management Ltd. | 4,229 | $429K | 0.3% | -29.4% | 0.003% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 81,443 | $8.26M | 0.2% | -6.2% | 0.067% | |
| 4/29/2024 | RWA Wealth Partners LLC | 3,539 | $359K | 0.0% | +46.1% | 0.003% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 7,841 | $795K | 0.1% | +3.8% | 0.006% | |
| 4/29/2024 | Newman Dignan & Sheerar Inc. | 78,851 | $8.00M | 2.1% | -0.9% | 0.065% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 17,392 | $1.76M | 1.2% | -1.1% | 0.014% | |
| 4/26/2024 | MBA Advisors LLC | 11,550 | $1.17M | 0.6% | +29.2% | 0.009% | |
| 4/26/2024 | Yousif Capital Management LLC | 8,725 | $885K | 0.0% | -93.4% | 0.007% | |
| 4/26/2024 | SlateStone Wealth LLC | 7,258 | $736K | 0.1% | +5.7% | 0.006% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 16,126 | $1.64M | 0.1% | +1.5% | 0.013% | |
| 4/26/2024 | First Personal Financial Services | 96,586 | $9.80M | 2.3% | -0.4% | 0.079% | |
| 4/26/2024 | MONECO Advisors LLC | 22,253 | $2.26M | 0.4% | +4.2% | 0.018% | |
| 4/26/2024 | Latitude Advisors LLC | 3,793 | $385K | 0.2% | -9.1% | 0.003% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 46,275 | $4.69M | 0.5% | +1.2% | 0.038% | |
| 4/25/2024 | Triumph Capital Management | 7,592 | $764K | 0.3% | -41.4% | 0.006% | |
| 4/25/2024 | Eudaimonia Partners LLC | 2,301 | $233K | 0.1% | -16.9% | 0.002% | |
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| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 469,798 | $47.64M | 0.2% | -2.3% | 0.385% | |
| 4/24/2024 | CENTRAL TRUST Co | 3,247 | $329K | 0.0% | -5.8% | 0.003% | |
| 4/24/2024 | Pegasus Partners Ltd. | 5,355 | $543K | 0.1% | -23.0% | 0.004% | |
| 4/24/2024 | Landmark Wealth Management LLC | 291,845 | $29.60M | 13.7% | +1.6% | 0.239% | |
| 4/24/2024 | Smith Anglin Financial LLC | 2,031 | $206K | 0.0% | -4.8% | 0.002% | |
| 4/24/2024 | Wells Trecaso Financial Group LLC | 11,429 | $1.16M | 0.4% | N/A | 0.009% | |
| 4/24/2024 | Spire Wealth Management | 76,173 | $7.73M | 0.3% | -1.5% | 0.062% | |
| 4/24/2024 | Gemmer Asset Management LLC | 8,631 | $875K | 0.1% | +42.2% | 0.007% | |
| 4/24/2024 | Gunma Bank Ltd. | 106,000 | $10.75M | 5.7% | N/A | 0.087% | |
| 4/23/2024 | James J. Burns & Company LLC | 12,295 | $1.23M | 0.4% | -53.2% | 0.010% | |
