| 5/8/2024 | Tanglewood Wealth Management Inc. | 1,217,815 | $141.04M | 17.4% | +1.2% | 1.064% | |
| 5/8/2024 | Great Diamond Partners LLC | 47,145 | $5.46M | 1.3% | +0.5% | 0.041% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,807 | $2.18M | 0.0% | -30.7% | 0.016% | |
| 5/8/2024 | US Bancorp DE | 189,616 | $21.96M | 0.0% | +1.3% | 0.166% | |
| 5/8/2024 | Headlands Technologies LLC | 2,105 | $244K | 0.1% | N/A | 0.002% | |
| 5/7/2024 | Meeder Asset Management Inc. | 3,066 | $355K | 0.0% | +6.8% | 0.003% | |
|
| 5/7/2024 | NorthRock Partners LLC | 2,762 | $320K | 0.0% | -69.7% | 0.002% | |
| 5/7/2024 | Sfmg LLC | 31,130 | $3.61M | 0.3% | -12.6% | 0.027% | |
| 5/7/2024 | WNY Asset Management LLC | 4,322 | $501K | 0.1% | -85.2% | 0.004% | |
| 5/7/2024 | Stonebrook Private Inc. | 1,889 | $219K | 0.1% | -10.5% | 0.002% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 8,215 | $951K | 0.0% | -3.4% | 0.007% | |
| 5/7/2024 | Significant Wealth Partners LLC | 1,939 | $225K | 0.1% | -9.8% | 0.002% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 283,107 | $32.79M | 0.9% | -23.1% | 0.247% | |
| 5/7/2024 | Montag A & Associates Inc. | 764 | $88K | 0.0% | -28.3% | 0.001% | |
| 5/7/2024 | Facet Wealth Inc. | 529,991 | $60.63M | 2.0% | +12.6% | 0.463% | |
| 5/7/2024 | PFG Advisors | 19,712 | $2.28M | 0.2% | -2.2% | 0.017% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,764 | $552K | 0.0% | +2.8% | 0.004% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 84,966 | $9.84M | 0.0% | -28.2% | 0.074% | |
| 5/6/2024 | CFO4Life Group LLC | 160,599 | $18.60M | 3.4% | +7.0% | 0.140% | |
| 5/6/2024 | Mittelman Wealth Management | 2,370 | $274K | 0.2% | N/A | 0.002% | |
| 5/4/2024 | PrairieView Partners LLC | 3,828 | $444K | 0.1% | -3.6% | 0.003% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 748 | $87K | 0.0% | -34.9% | 0.001% | |
| 5/4/2024 | Riggs Asset Managment Co. Inc. | 7,909 | $916K | 0.3% | -6.0% | 0.007% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 3,669 | $425K | 0.0% | +2.5% | 0.003% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 54,615 | $6.33M | 1.9% | +15.7% | 0.048% | |
| 5/4/2024 | Csenge Advisory Group | 3,698 | $428K | 0.0% | +6.9% | 0.003% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 8,048 | $932K | 0.0% | -48.9% | 0.007% | |
| 5/3/2024 | Forte Asset Management LLC | 2,500 | $290K | 0.2% | N/A | 0.002% | |
| 5/3/2024 | TFB Advisors LLC | 18,569 | $2.11M | 0.8% | -9.5% | 0.016% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 74,639 | $8.64M | 0.6% | +6.4% | 0.065% | |
| 5/3/2024 | Rinkey Investments | 77,125 | $8.93M | 3.3% | +12.7% | 0.068% | |
| 5/3/2024 | Smith Salley Wealth Management | 45,593 | $5.28M | 0.4% | -13.1% | 0.040% | |
| 5/3/2024 | Whittier Trust Co. | 20,095 | $2.33M | 0.0% | +2.2% | 0.018% | |
| 5/2/2024 | Salomon & Ludwin LLC | 868 | $101K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 640 | $74K | 0.0% | +33.1% | 0.001% | |
| 5/2/2024 | Haverford Trust Co | 124,470 | $14.42M | 0.2% | +4.5% | 0.109% | |
| 5/2/2024 | Value Partners Investments Inc. | 2,862 | $331K | 0.0% | +44.5% | 0.003% | |
| 5/2/2024 | Horan Securities Inc. | 8,485 | $983K | 0.5% | -4.9% | 0.007% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 698 | $81K | 0.1% | -26.5% | 0.001% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 21,195 | $2.46M | 0.1% | +2.0% | 0.019% | |
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| 5/2/2024 | BNP Paribas | 5,896 | $683K | 0.0% | N/A | 0.005% | |
| 5/2/2024 | Palisade Asset Management LLC | 750 | $87K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Argent Advisors Inc. | 5,032 | $583K | 0.2% | -9.3% | 0.004% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 2,200 | $255K | 0.0% | -43.6% | 0.002% | |
| 5/1/2024 | Janney Capital Management LLC | 1,857 | $215K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 2,071,233 | $239.87M | 0.7% | -3.0% | 1.814% | |
| 5/1/2024 | Quaker Wealth Management LLC | 117,933 | $13.66M | 5.5% | +23.8% | 0.103% | |
| 5/1/2024 | BNP Paribas Financial Markets | 422 | $49K | 0.0% | -98.0% | 0.000% | |
| 5/1/2024 | Centric Wealth Management | 39,769 | $4.51M | 1.4% | N/A | 0.035% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 59,355 | $6.87M | 0.0% | -13.7% | 0.052% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 22,357 | $2.59M | 0.2% | -34.8% | 0.020% | |
| 5/1/2024 | Mission Wealth Management LP | 1,841 | $213K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 407,777 | $47.23M | 3.5% | -0.7% | 0.357% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 2,184 | $253K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Diversify Advisory Services LLC | 44,284 | $5.09M | 0.3% | N/A | 0.039% | |
| 4/30/2024 | Private Advisor Group LLC | 72,649 | $8.41M | 0.1% | +123.0% | 0.064% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 27,710 | $3.21M | 0.2% | -62.0% | 0.024% | |
| 4/30/2024 | Fortis Group Advisors LLC | 2,896 | $335K | 0.1% | -54.8% | 0.003% | |
| 4/30/2024 | Woodward Diversified Capital LLC | 4,235 | $490K | 0.3% | -37.0% | 0.004% | |
| 4/30/2024 | Concord Wealth Partners | 1,328 | $154K | 0.0% | -28.0% | 0.001% | |
| 4/30/2024 | JMG Financial Group Ltd. | 3,992 | $462K | 0.0% | -15.5% | 0.003% | |
| 4/30/2024 | Delta Financial Group Inc. | 1,775 | $206K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 93,252 | $10.80M | 2.5% | -0.2% | 0.082% | |
| 4/30/2024 | Arkadios Wealth Advisors | 2,353 | $273K | 0.0% | +26.0% | 0.002% | |
| 4/30/2024 | Camden National Bank | 26,319 | $3.05M | 0.5% | +2.4% | 0.023% | |
| 4/30/2024 | Perigon Wealth Management LLC | 78,507 | $9.09M | 0.3% | +7.1% | 0.069% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 286,573 | $33.19M | 0.1% | +45.3% | 0.251% | |
| 4/29/2024 | ETF Store Inc. | 37,837 | $4.38M | 2.5% | +18.3% | 0.033% | |
| 4/29/2024 | Benjamin Edwards Inc. | 36,596 | $4.24M | 0.8% | +20.4% | 0.032% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 134,466 | $15.57M | 0.3% | +583.3% | 0.118% | |
| 4/29/2024 | RWA Wealth Partners LLC | 45,828 | $5.31M | 0.1% | +4.1% | 0.040% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 32,810 | $3.80M | 0.1% | -2.6% | 0.029% | |
| 4/26/2024 | UMB Bank n.a. | 10,256 | $1.19M | 0.0% | +11.5% | 0.009% | |
| 4/26/2024 | MBA Advisors LLC | 4,404 | $510K | 0.3% | -36.2% | 0.004% | |
| 4/26/2024 | Opus Capital Group LLC | 44,515 | $5.16M | 0.8% | +1.5% | 0.039% | |
| 4/26/2024 | Bond & Devick Financial Network Inc. | 110,149 | $12.76M | 6.9% | +1.8% | 0.096% | |
| 4/26/2024 | Members Trust Co | 3,644 | $422K | 0.0% | +2.8% | 0.003% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 78,790 | $9.13M | 0.7% | -1.9% | 0.069% | |
| 4/26/2024 | Meridian Wealth Management LLC | 19,446 | $2.25M | 0.4% | -13.6% | 0.017% | |
| 4/25/2024 | One Day In July LLC | 124,132 | $14.38M | 1.9% | -33.1% | 0.109% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 40,257 | $4.66M | 0.5% | -65.4% | 0.035% | |
| 4/25/2024 | Center For Asset Management LLC | 4,869 | $564K | 0.5% | -22.1% | 0.004% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 202,225 | $23.42M | 4.7% | +2.8% | 0.177% | |
| 4/25/2024 | Whalen Wealth Management Inc. | 8,693 | $1.01M | 0.7% | +46.9% | 0.008% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 251,091 | $29.08M | 0.1% | +268.6% | 0.219% | |
| 4/24/2024 | Leavell Investment Management Inc. | 134,546 | $15.58M | 0.9% | +16.5% | 0.117% | |
| 4/24/2024 | Berkshire Bank | 171,011 | $19.81M | 4.9% | -1.3% | 0.149% | |
| 4/24/2024 | Pegasus Partners Ltd. | 124,260 | $14.39M | 1.5% | +8.7% | 0.108% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 52,367 | $5.97M | 1.1% | +2,043.6% | 0.046% | |
| 4/24/2024 | Simplicity Wealth LLC | 8,924 | $1.03M | 0.0% | +66.8% | 0.008% | |
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| 4/24/2024 | Spire Wealth Management | 14,378 | $1.67M | 0.1% | +91.0% | 0.013% | |
| 4/24/2024 | Bar Harbor Wealth Management | 1,863 | $216K | 0.0% | N/A | 0.002% | |
| 4/23/2024 | Wetzel Investment Advisors Inc. | 484 | $55K | 0.0% | +404.2% | 0.000% | |
| 4/23/2024 | Summa Corp. | 5,370 | $622K | 0.3% | +38.8% | 0.005% | |
| 4/23/2024 | Canal Capital Management LLC | 125,559 | $14.54M | 2.4% | N/A | 0.109% | |
| 4/23/2024 | BSW Wealth Partners | 6,621 | $767K | 0.1% | -69.5% | 0.006% | |
| 4/23/2024 | Global Retirement Partners LLC | 6,930 | $803K | 0.0% | -5.7% | 0.006% | |
| 4/23/2024 | Mason & Associates Inc | 61,640 | $7.14M | 1.9% | N/A | 0.054% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 3,015 | $349K | 0.1% | +39.0% | 0.003% | |
| 4/23/2024 | Oak Harbor Wealth Partners LLC | 968 | $112K | 0.0% | +125.1% | 0.001% | |
