| 5/17/2024 | Pineridge Advisors LLC | 449 | $25K | 0.0% | N/A | 0.000% | |
| 5/17/2024 | Comerica Bank | 192,354 | $10.62M | 0.0% | +60.6% | 0.164% | |
| 5/16/2024 | Captrust Financial Advisors | 1,060,991 | $58.60M | 0.2% | +3.3% | 0.906% | |
| 5/16/2024 | Econ Financial Services Corp | 46,630 | $2.58M | 1.6% | -28.2% | 0.040% | |
| 5/14/2024 | CreativeOne Wealth LLC | 27,110 | $1.50M | 0.1% | +10.0% | 0.023% | |
| 5/13/2024 | PAX Financial Group LLC | 69,857 | $3.86M | 0.8% | +10.7% | 0.060% | |
|
| 5/10/2024 | Osaic Holdings Inc. | 1,785,501 | $98.63M | 0.2% | +4.6% | 1.524% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 15,644 | $864K | 0.0% | -24.2% | 0.013% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 1,990,536 | $109.94M | 3.9% | -3.7% | 1.699% | |
| 5/9/2024 | Elite Life Management LLC | 9,725 | $537K | 2.6% | +9.0% | 0.008% | |
| 5/8/2024 | Cozad Asset Management Inc. | 95,349 | $5.27M | 0.5% | +9.6% | 0.081% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 41,083 | $2.27M | 0.0% | -3.0% | 0.035% | |
| 5/8/2024 | US Bancorp DE | 6,589 | $364K | 0.0% | +21.7% | 0.006% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 15,917 | $879K | 0.1% | -32.6% | 0.014% | |
| 5/7/2024 | American Planning Services Inc. | 209,818 | $11.59M | 8.4% | +0.7% | 0.179% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 108,260 | $5.98M | 0.2% | +36.5% | 0.092% | |
| 5/7/2024 | Redwood Wealth Management Group LLC | 4,069 | $225K | 0.2% | -10.9% | 0.003% | |
| 5/7/2024 | 49 Wealth Management LLC | 12,063 | $662K | 0.1% | +8.2% | 0.010% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 15,470 | $854K | 0.0% | +54.5% | 0.013% | |
| 5/7/2024 | PFG Advisors | 43,747 | $2.42M | 0.2% | +12.8% | 0.037% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 24,608 | $1.36M | 0.0% | +101.8% | 0.021% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 2,302 | $127K | 0.0% | +12.0% | 0.002% | |
| 5/3/2024 | FDx Advisors Inc. | 52,414 | $2.90M | 0.4% | +94.0% | 0.045% | |
| 5/3/2024 | Fox Financial Inc | 102,772 | $5.68M | 5.1% | -0.3% | 0.088% | |
| 5/3/2024 | Embree Financial Group | 5,139 | $284K | 0.1% | N/A | 0.004% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 379,826 | $20.98M | 1.0% | +15.6% | 0.324% | |
| 5/2/2024 | First Command Advisory Services Inc. | 12,469 | $689K | 0.0% | +14.1% | 0.011% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 10,748 | $555K | 0.5% | -26.8% | 0.009% | |
| 5/2/2024 | Lionsbridge Wealth Management LLC | 86,188 | $4.76M | 3.7% | -0.7% | 0.074% | |
| 5/2/2024 | Lincoln National Corp | 92,619 | $5.12M | 0.1% | +188.4% | 0.079% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 5,893 | $325K | 0.0% | +42.0% | 0.005% | |
| 5/1/2024 | Paces Ferry Wealth Advisors LLC | 7,141 | $394K | 0.3% | -81.1% | 0.006% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 359,116 | $19.83M | 0.1% | +4.3% | 0.307% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 34,890 | $1.93M | 0.3% | -21.0% | 0.030% | |
| 5/1/2024 | Mission Wealth Management LP | 50,030 | $2.76M | 0.1% | N/A | 0.043% | |
| 5/1/2024 | ORBA Wealth Advisors L.L.C. | 63,545 | $3.51M | 1.9% | +9.8% | 0.054% | |
| 4/30/2024 | Private Advisor Group LLC | 717,530 | $39.63M | 0.3% | -4.0% | 0.612% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 8,237 | $455K | 0.0% | +6.4% | 0.007% | |
| 4/30/2024 | Concord Wealth Partners | 3,683 | $203K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Arkadios Wealth Advisors | 541,240 | $29.89M | 2.3% | +4.0% | 0.462% | |
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| 4/29/2024 | Commonwealth Equity Services LLC | 545,133 | $30.11M | 0.1% | +114.7% | 0.465% | |
| 4/29/2024 | ETF Store Inc. | 7,993 | $441K | 0.3% | -10.6% | 0.007% | |
| 4/27/2024 | White Pine Investment CO | 108,109 | $5.97M | 1.8% | +54.7% | 0.092% | |
| 4/26/2024 | First National Trust Co | 155,163 | $8.57M | 0.3% | +8.2% | 0.132% | |
| 4/26/2024 | Sage Advisory Services Ltd.Co. | 265,539 | $14.67M | 4.0% | +83.9% | 0.227% | |
| 4/25/2024 | Bank of New York Mellon Corp | 2,928,036 | $161.72M | 0.0% | +20.0% | 2.499% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 917 | $51K | 0.0% | +259.6% | 0.001% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,164,614 | $64.32M | 0.2% | +1.7% | 0.994% | |
| 4/24/2024 | Simplicity Wealth LLC | 4,585 | $253K | 0.0% | N/A | 0.004% | |
| 4/24/2024 | Archford Capital Strategies LLC | 178,590 | $9.86M | 1.7% | +20.1% | 0.152% | |
| 4/23/2024 | Triad Wealth Partners LLC | 204,361 | $11.29M | 8.7% | N/A | 0.174% | |
| 4/23/2024 | Global Retirement Partners LLC | 8,936 | $494K | 0.0% | -3.6% | 0.008% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 66,722 | $3.69M | 0.3% | +4.1% | 0.057% | |
| 4/23/2024 | Strategic Blueprint LLC | 35,441 | $1.96M | 0.1% | -3.7% | 0.030% | |
| 4/23/2024 | KLR Investment Advisors LLC | 162,278 | $8.44M | 6.0% | +0.6% | 0.138% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,907,336 | $105.34M | 0.2% | -5.0% | 1.628% | |
| 4/22/2024 | Raymond James & Associates | 627,401 | $34.65M | 0.0% | +2.7% | 0.535% | |
| 4/19/2024 | Fluent Financial LLC | 55,645 | $3.07M | 1.7% | -25.2% | 0.047% | |
| 4/18/2024 | CAP Partners LLC | 17,290 | $955K | 0.8% | -44.5% | 0.015% | |
| 4/18/2024 | WESPAC Advisors SoCal LLC | 5,445 | $301K | 0.1% | +38.0% | 0.005% | |
| 4/18/2024 | Diversified Trust Co | 4,500 | $249K | 0.0% | N/A | 0.004% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,400,683 | $77.36M | 0.2% | -1.9% | 1.195% | |
| 4/16/2024 | ERn Financial LLC | 426,127 | $23.54M | 4.1% | -0.2% | 0.364% | |
| 4/16/2024 | Advocacy Wealth Management Services LLC | 51,900 | $2.87M | 0.2% | +137.2% | 0.044% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 51,754 | $2.86M | 0.1% | +35.1% | 0.044% | |
| 4/15/2024 | Brookstone Capital Management | 344,274 | $19.01M | 0.3% | -1.4% | 0.294% | |
| 4/15/2024 | Financial Enhancement Group LLC | 261,588 | $13.67M | 2.2% | -1.4% | 0.280% | |
| 4/15/2024 | Flagstar Advisors Inc. | 10,391 | $574K | 0.2% | +35.5% | 0.011% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 14,012 | $774K | 0.1% | -11.6% | 0.015% | |
| 4/13/2024 | Retirement Planning Group LLC | 46,478 | $2.57M | 0.2% | -2.2% | 0.050% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 280,771 | $15.51M | 0.5% | +1.4% | 0.301% | |
| 4/12/2024 | Financial Designs Corp | 234,300 | $12.94M | 8.5% | -2.3% | 0.251% | |
| 4/12/2024 | Fermata Advisors LLC | 6,417 | $354K | 0.1% | -25.2% | 0.007% | |
| 4/11/2024 | Security Financial Services INC. | 12,523 | $692K | 0.2% | +132.5% | 0.013% | |
| 4/11/2024 | San Luis Wealth Advisors LLC | 113,228 | $6.25M | 3.3% | +6.0% | 0.121% | |
| 4/11/2024 | International Assets Investment Management LLC | 4,792 | $263K | 0.0% | -18.3% | 0.005% | |
| 4/9/2024 | Monterey Private Wealth Inc. | 91,525 | $5.06M | 2.0% | -5.8% | 0.098% | |
| 4/5/2024 | NBC Securities Inc. | 5,431 | $299K | 0.0% | +3.7% | 0.006% | |
| 4/4/2024 | Orrstown Financial Services Inc. | 802,040 | $44.30M | 24.7% | +24.0% | 0.859% | |
| 4/2/2024 | Waller Financial Planning Group Inc. | 506,555 | $27.98M | 7.5% | +16.1% | 0.543% | |
| 3/14/2024 | Muirfield Wealth Advisors LLC | 16,999 | $874K | 0.9% | N/A | 0.018% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 3,099 | $159K | 0.0% | N/A | 0.003% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 92,618 | $4.76M | 2.8% | +8.1% | 0.099% | |
| 2/26/2024 | Integrated Advisors Network LLC | 15,134 | $778K | 0.0% | +17.2% | 0.016% | |
| 2/20/2024 | Able Wealth Management LLC | 28,757 | $1.48M | 1.3% | N/A | 0.031% | |
| 2/14/2024 | Lavaca Capital LLC | 4,381 | $225K | 0.1% | -35.5% | 0.005% | |
| 2/14/2024 | LM Advisors LLC | 649,367 | $33.38M | 6.5% | N/A | 0.695% | |
| 2/14/2024 | Security National Bank | 1,132 | $58K | 0.0% | N/A | 0.001% | |
| 2/14/2024 | Waterloo Capital L.P. | 15,189 | $781K | 0.1% | -2.8% | 0.016% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 219,875 | $11.30M | 0.1% | +18.8% | 0.235% | |
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| 2/13/2024 | Trademark Financial Management LLC | 7,842 | $403K | 0.3% | N/A | 0.008% | |
| 2/12/2024 | ORBA Wealth Advisors L.L.C. | 57,874 | $2.98M | 1.8% | N/A | 0.062% | |
| 2/12/2024 | Avestar Capital LLC | 112,172 | $5.77M | 0.7% | +23.7% | 0.120% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 35,528 | $1.83M | 0.1% | N/A | 0.038% | |
| 2/12/2024 | Stifel Financial Corp | 124,036 | $6.38M | 0.0% | -20.6% | 0.133% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 39,502 | $2.03M | 0.0% | +100.4% | 0.042% | |
| 2/12/2024 | CAP Partners LLC | 31,137 | $1.60M | 1.6% | N/A | 0.033% | |
| 2/12/2024 | Parallel Advisors LLC | 1,160 | $60K | 0.0% | N/A | 0.001% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 64,116 | $3.30M | 0.3% | +271.1% | 0.069% | |
| 2/9/2024 | Advisory Services Network LLC | 28,106 | $1.45M | 0.0% | +27.3% | 0.030% | |
