| 5/8/2024 | West Wealth Group LLC | 288,029 | $13.13M | 4.9% | +96.5% | 0.046% | |
| 5/8/2024 | TSA Wealth Managment LLC | 364,071 | $16.60M | 7.2% | +45.0% | 0.059% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 832,448 | $37.95M | 0.3% | +39.2% | 0.134% | |
| 5/8/2024 | US Bancorp DE | 1,773,682 | $80.86M | 0.1% | +31.1% | 0.285% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 17,459 | $783K | 0.2% | -39.1% | 0.003% | |
| 5/8/2024 | QRG Capital Management Inc. | 4,886 | $223K | 0.0% | N/A | 0.001% | |
|
| 5/8/2024 | New Republic Capital LLC | 18,957 | $864K | 0.5% | +39.9% | 0.003% | |
| 5/8/2024 | Semus Wealth Partners LLC | 11,857 | $541K | 0.5% | +5.3% | 0.002% | |
| 5/7/2024 | Verus Capital Partners LLC | 145,140 | $6.62M | 0.7% | +67.1% | 0.023% | |
| 5/7/2024 | Sfmg LLC | 4,750 | $217K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 93,685 | $4.27M | 0.9% | +3.3% | 0.015% | |
| 5/7/2024 | Stonebrook Private Inc. | 130,501 | $5.95M | 1.7% | -18.2% | 0.021% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 75,543 | $3.44M | 0.1% | +72.8% | 0.012% | |
| 5/7/2024 | Atomi Financial Group Inc. | 239,358 | $10.91M | 1.0% | N/A | 0.039% | |
| 5/7/2024 | WealthPLAN Partners LLC | 78,900 | $3.60M | 0.4% | +76.0% | 0.013% | |
| 5/7/2024 | BOS Asset Management LLC | 22,319 | $1.02M | 0.5% | -50.1% | 0.004% | |
| 5/7/2024 | EQ LLC | 23,766 | $1.08M | 0.7% | +209.4% | 0.004% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 419,646 | $19.13M | 11.9% | +75.7% | 0.068% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 27,803 | $1.27M | 0.5% | +6.0% | 0.004% | |
| 5/7/2024 | PFG Advisors | 243,389 | $11.10M | 0.8% | +1.7% | 0.039% | |
| 5/7/2024 | Wealthspire Advisors LLC | 886,506 | $40.42M | 0.5% | -5.2% | 0.143% | |
| 5/7/2024 | Stokes Family Office LLC | 554,516 | $25.28M | 3.2% | +67.9% | 0.089% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,623,354 | $894.63M | 3.4% | +37.8% | 3.158% | |
| 5/6/2024 | CFO4Life Group LLC | 134,698 | $6.14M | 1.1% | +3.0% | 0.022% | |
| 5/6/2024 | Advisory Services Network LLC | 194,428 | $8.86M | 0.2% | +49.8% | 0.031% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 16,727 | $763K | 0.5% | -26.0% | 0.003% | |
| 5/4/2024 | Financial Connections Group Inc. | 11,061 | $505K | 0.6% | +6.7% | 0.002% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 206,433 | $9.41M | 5.7% | -3.0% | 0.033% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 4,835 | $220K | 0.1% | -29.7% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 48,344 | $2.20M | 0.1% | +10.1% | 0.008% | |
| 5/4/2024 | 9258 Wealth Management LLC | 317,913 | $14.49M | 2.3% | +0.6% | 0.051% | |
| 5/4/2024 | WBI Investments LLC | 32,681 | $1.49M | 0.3% | N/A | 0.005% | |
| 5/4/2024 | Commonwealth Retirement Investments LLC | 5,352 | $244K | 0.1% | +18.6% | 0.001% | |
| 5/4/2024 | Csenge Advisory Group | 201,491 | $9.19M | 0.5% | +38.1% | 0.032% | |
| 5/4/2024 | Richardson Financial Services Inc. | 24,908 | $1.14M | 0.8% | +12.0% | 0.004% | |
| 5/3/2024 | Catalina Capital Group LLC | 32,589 | $1.49M | 0.6% | +88.3% | 0.005% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 671,281 | $30.60M | 1.5% | +8.9% | 0.108% | |
| 5/3/2024 | TFB Advisors LLC | 18,542 | $823K | 0.3% | +98.9% | 0.003% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 28,595 | $1.30M | 0.2% | -9.6% | 0.005% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 100,738 | $4.59M | 3.9% | +45.1% | 0.016% | |
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| 5/3/2024 | Liberty Wealth Management LLC | 325,904 | $14.81M | 2.9% | +25.1% | 0.053% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 73,623 | $3.32M | 0.4% | N/A | 0.012% | |
| 5/3/2024 | Smith Salley Wealth Management | 225,244 | $10.27M | 0.8% | -11.1% | 0.036% | |
| 5/3/2024 | Absolute Capital Management LLC | 46,890 | $2.14M | 1.4% | +30.8% | 0.008% | |
| 5/2/2024 | Mutual Advisors LLC | 267,307 | $12.19M | 0.4% | +7.2% | 0.043% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 69,915 | $3.19M | 0.1% | -24.2% | 0.011% | |
| 5/2/2024 | Financial Counselors Inc. | 13,379 | $610K | 0.0% | +2.4% | 0.002% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 185,653 | $8.46M | 6.0% | N/A | 0.030% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 17,632 | $804K | 0.2% | +141.9% | 0.003% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 28,512 | $1.30M | 0.3% | +28.2% | 0.005% | |
| 5/2/2024 | Vantage Financial Partners LLC | 18,601 | $848K | 0.2% | -4.1% | 0.003% | |
| 5/2/2024 | Lincoln National Corp | 217,571 | $9.92M | 0.2% | +68.8% | 0.035% | |
| 5/2/2024 | Life Planning Partners Inc | 101,498 | $4.63M | 4.6% | -2.7% | 0.016% | |
| 5/2/2024 | Stash Investments LLC | 548,567 | $25.01M | 17.9% | +13.5% | 0.088% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 4,443 | $203K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Argent Advisors Inc. | 27,916 | $1.27M | 0.5% | +8.9% | 0.005% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 68,316 | $3.12M | 0.9% | +23.0% | 0.011% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 4,417 | $201K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 70,694 | $3.22M | 1.0% | +16.9% | 0.011% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 8,083,304 | $368.52M | 1.1% | +36.5% | 1.304% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 1,203,425 | $54.86M | 8.1% | N/A | 0.194% | |
| 5/1/2024 | Blue Trust Inc. | 965,138 | $44.00M | 0.6% | +14.5% | 0.156% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 612,629 | $27.93M | 1.8% | +27.9% | 0.099% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 13,691 | $624K | 0.0% | -5.1% | 0.002% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 107,087 | $4.88M | 3.4% | +3.6% | 0.017% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 8,465 | $386K | 0.0% | -74.5% | 0.001% | |
| 5/1/2024 | Diversify Advisory Services LLC | 251,248 | $11.34M | 0.7% | N/A | 0.041% | |
| 4/30/2024 | Private Advisor Group LLC | 198,862 | $9.07M | 0.1% | +4.1% | 0.032% | |
| 4/30/2024 | Hartline Investment Corp | 5,921 | $270K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | MN Wealth Advisors LLC | 23,292 | $1.06M | 0.7% | +3.9% | 0.004% | |
| 4/30/2024 | True Vision MN LLC | 396,132 | $17.61M | 12.4% | +41.1% | 0.064% | |
| 4/30/2024 | Arkadios Wealth Advisors | 9,287 | $423K | 0.0% | +4.3% | 0.001% | |
| 4/30/2024 | Perigon Wealth Management LLC | 703,169 | $32.06M | 1.0% | +80.0% | 0.113% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 31,236 | $1.41M | 0.8% | +224.5% | 0.005% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 197,609 | $9.01M | 0.7% | +65.9% | 0.032% | |
| 4/30/2024 | Madison Wealth Partners Inc | 4,693 | $214K | 0.1% | -6.6% | 0.001% | |
| 4/30/2024 | Investment Advisory Group LLC | 51,006 | $2.33M | 1.0% | +3.1% | 0.008% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 3,269,405 | $149.05M | 0.2% | +28.8% | 0.527% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 1,659 | $76K | 0.0% | -29.7% | 0.000% | |
| 4/29/2024 | ETF Store Inc. | 22,112 | $1.01M | 0.6% | +12.1% | 0.004% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 10,465 | $477K | 0.0% | +47.5% | 0.002% | |
| 4/29/2024 | Aspire Wealth Management Corp | 16,782 | $765K | 0.5% | +63.2% | 0.003% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 116,361 | $5.31M | 3.6% | +13.1% | 0.019% | |
| 4/26/2024 | RCS Financial Planning LLC | 124,280 | $5.67M | 3.5% | -13.5% | 0.020% | |
| 4/26/2024 | MBA Advisors LLC | 121,376 | $5.53M | 2.9% | +10.5% | 0.020% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 13,584 | $619K | 0.1% | +26.7% | 0.002% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 55,607 | $2.54M | 0.3% | +64.6% | 0.009% | |
| 4/26/2024 | Latitude Advisors LLC | 14,182 | $647K | 0.4% | +53.3% | 0.002% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 20,107 | $917K | 0.1% | -34.3% | 0.003% | |
| 4/25/2024 | Allworth Financial LP | 2,531,985 | $115.43M | 0.8% | -0.9% | 0.409% | |
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| 4/25/2024 | W Advisors LLC | 41,258 | $1.88M | 1.3% | +134.3% | 0.007% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 166,957 | $7.61M | 1.1% | +4.0% | 0.027% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 142,160 | $6.48M | 0.7% | +28.0% | 0.023% | |
| 4/25/2024 | Bank of New York Mellon Corp | 6,562,617 | $299.19M | 0.1% | +39.9% | 1.060% | |
| 4/25/2024 | Strategy Asset Managers LLC | 8,957 | $408K | 0.1% | N/A | 0.001% | |
| 4/25/2024 | TNF LLC | 547,313 | $24.33M | 9.6% | +24.9% | 0.088% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 703 | $32K | 0.0% | +23,333.3% | 0.000% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 27,687 | $1.26M | 0.3% | +3.2% | 0.004% | |
| 4/25/2024 | Eudaimonia Partners LLC | 4,870 | $222K | 0.1% | N/A | 0.001% | |
| 4/25/2024 | Summit Financial LLC | 183,497 | $8.37M | 0.5% | +22.4% | 0.030% | |
