| 5/9/2024 | Endowment Wealth Management Inc. | 20,656 | $1.87M | 1.4% | +20.2% | 0.011% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 7,371 | $667K | 0.1% | -11.9% | 0.004% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 269,448 | $24.37M | 0.2% | +2.7% | 0.140% | |
| 5/8/2024 | US Bancorp DE | 91,032 | $8.23M | 0.0% | -1.7% | 0.047% | |
| 5/8/2024 | Russell Investments Group Ltd. | 62,156 | $5.62M | 0.0% | N/A | 0.032% | |
| 5/7/2024 | Verus Capital Partners LLC | 3,956 | $358K | 0.0% | N/A | 0.002% | |
|
| 5/7/2024 | Choate Investment Advisors | 4,500 | $407K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 99,744 | $9.02M | 0.4% | +0.7% | 0.052% | |
| 5/7/2024 | Montag A & Associates Inc. | 26,558 | $2.40M | 0.1% | +11.8% | 0.014% | |
| 5/7/2024 | New South Capital Management Inc. | 2,670 | $241K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Hantz Financial Services Inc. | 360,855 | $32.64M | 10.6% | -4.0% | 0.187% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 36,857 | $3.33M | 1.4% | -1.6% | 0.019% | |
| 5/7/2024 | Equity Investment Corp | 27,327 | $2.47M | 0.1% | -58.3% | 0.014% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 30,695 | $2.78M | 0.0% | +1.0% | 0.016% | |
| 5/7/2024 | PFG Advisors | 14,810 | $1.34M | 0.1% | +2.4% | 0.008% | |
| 5/7/2024 | Wealthspire Advisors LLC | 2,273 | $206K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Motive Wealth Advisors | 75,050 | $6.79M | 4.1% | +110.5% | 0.039% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 56,006 | $5.07M | 0.0% | +446.9% | 0.029% | |
| 5/6/2024 | CFO4Life Group LLC | 15,423 | $1.40M | 0.3% | -1.2% | 0.008% | |
| 5/6/2024 | SYM FINANCIAL Corp | 4,690 | $424K | 0.1% | -2.7% | 0.002% | |
| 5/6/2024 | Advisory Services Network LLC | 98,851 | $8.94M | 0.2% | +3.4% | 0.051% | |
| 5/6/2024 | Mitchell Capital Management Co. | 37,117 | $3.36M | 0.6% | -50.5% | 0.019% | |
| 5/6/2024 | Financial Council LLC | 92,180 | $8.34M | 4.9% | -3.2% | 0.048% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 9,352 | $846K | 0.5% | +20.5% | 0.005% | |
| 5/4/2024 | PrairieView Partners LLC | 68,025 | $6.15M | 0.7% | -1.4% | 0.035% | |
| 5/3/2024 | Signaturefd LLC | 4,242,760 | $383.72M | 8.1% | +0.6% | 2.202% | |
| 5/3/2024 | Southern Capital Advisors LLC | 251,258 | $22.72M | 13.8% | -2.3% | 0.130% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 21,148 | $1.91M | 0.2% | +136.4% | 0.011% | |
| 5/3/2024 | Lutz Financial Services LLC | 130,255 | $11.78M | 1.0% | -0.7% | 0.068% | |
| 5/2/2024 | Mutual Advisors LLC | 45,418 | $4.11M | 0.1% | +5.5% | 0.024% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 69,765 | $6.29M | 2.4% | -5.9% | 0.036% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 2,344 | $212K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Quent Capital LLC | 89,700 | $8.11M | 0.9% | -5.9% | 0.047% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 13,572 | $1.23M | 1.1% | -34.1% | 0.007% | |
| 5/2/2024 | Vantage Financial Partners LLC | 59,663 | $5.40M | 1.5% | +2.8% | 0.031% | |
| 5/2/2024 | Choreo LLC | 11,234 | $1.02M | 0.0% | -6.0% | 0.006% | |
| 5/2/2024 | Presilium Private Wealth LLC | 36,614 | $3.31M | 0.9% | -2.4% | 0.019% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 9,500 | $859K | 0.2% | +11.1% | 0.005% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 23,903 | $2.16M | 0.3% | +7.8% | 0.012% | |
| 5/2/2024 | Palisade Asset Management LLC | 1,222 | $111K | 0.0% | N/A | 0.001% | |
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| 5/1/2024 | Janney Montgomery Scott LLC | 51,001 | $4.61M | 0.0% | -11.7% | 0.026% | |
| 5/1/2024 | Blue Trust Inc. | 4,638,614 | $419.52M | 5.9% | -4.1% | 2.408% | |
| 5/1/2024 | Mission Wealth Management LP | 6,628 | $599K | 0.0% | +65.8% | 0.003% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 14,578 | $1.32M | 0.0% | -5.9% | 0.008% | |
| 4/30/2024 | Private Advisor Group LLC | 200,012 | $18.09M | 0.1% | +16.5% | 0.104% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 7,760 | $700K | 0.0% | +83.2% | 0.004% | |
| 4/30/2024 | Hartline Investment Corp | 3,736 | $338K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 78,522 | $7.10M | 4.3% | +0.4% | 0.041% | |
| 4/30/2024 | Foundry Financial Group Inc. | 130,901 | $11.84M | 8.4% | +2.1% | 0.068% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 25,949 | $2.35M | 0.9% | +168.7% | 0.013% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 3,545 | $321K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Perigon Wealth Management LLC | 52,311 | $4.73M | 0.1% | -3.9% | 0.027% | |
| 4/30/2024 | SkyOak Wealth LLC | 180,622 | $16.34M | 3.9% | +0.1% | 0.094% | |
| 4/30/2024 | Madison Wealth Partners Inc | 216,244 | $19.56M | 7.1% | +0.8% | 0.112% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 504,410 | $45.62M | 0.1% | -1.1% | 0.262% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,431,681 | $129.48M | 0.2% | +3.2% | 0.743% | |
| 4/29/2024 | Benjamin Edwards Inc. | 6,855 | $620K | 0.1% | +2.1% | 0.004% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 769,867 | $69.63M | 1.3% | +6.7% | 0.400% | |
| 4/29/2024 | RWA Wealth Partners LLC | 21,176 | $1.92M | 0.0% | -2.5% | 0.011% | |
| 4/29/2024 | Wealthspan Partners LLC | 5,135 | $464K | 0.3% | -11.8% | 0.003% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 153,488 | $13.88M | 1.4% | +1.6% | 0.080% | |
| 4/29/2024 | HighMark Wealth Management LLC | 80,946 | $7.31M | 4.5% | -2.5% | 0.042% | |
| 4/27/2024 | Nadler Financial Group Inc. | 378,529 | $34.23M | 4.2% | +4.1% | 0.197% | |
| 4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 17,661 | $1.54M | 0.6% | +2.5% | 0.009% | |
| 4/26/2024 | ZWJ Investment Counsel Inc. | 6,582 | $595K | 0.0% | +8.5% | 0.003% | |
| 4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 37,730 | $3.41M | 0.2% | +1.5% | 0.020% | |
| 4/26/2024 | SFG Wealth Management LLC. | 4,259 | $385K | 0.2% | -5.9% | 0.002% | |
| 4/26/2024 | Carr Financial Group Corp | 12,418 | $1.12M | 0.4% | +2.2% | 0.006% | |
| 4/26/2024 | Robinson Smith Wealth Advisors LLC | 99,919 | $9.04M | 8.7% | -1.1% | 0.052% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 4,045 | $366K | 0.0% | -26.5% | 0.002% | |
| 4/26/2024 | Meridian Wealth Management LLC | 6,349 | $574K | 0.1% | -6.8% | 0.003% | |
| 4/25/2024 | Allworth Financial LP | 568,852 | $51.45M | 0.4% | -4.7% | 0.296% | |
| 4/25/2024 | One Day In July LLC | 7,925 | $717K | 0.1% | +14.6% | 0.004% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 4,536 | $410K | 0.0% | -7.1% | 0.002% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 888 | $80K | 0.0% | +1,309.5% | 0.000% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 5,425 | $475K | 0.0% | -3.3% | 0.003% | |
| 4/25/2024 | MFA Wealth Advisors LLC | 138,266 | $12.51M | 3.3% | -0.4% | 0.072% | |
| 4/24/2024 | Private Trust Co. NA | 24,872 | $2.25M | 0.2% | -1.2% | 0.013% | |
| 4/24/2024 | 1900 Wealth Management LLC | 42,999 | $3.89M | 0.4% | -4.1% | 0.022% | |
| 4/24/2024 | Townsend & Associates Inc | 467,855 | $40.95M | 4.7% | +1.2% | 0.244% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 6,466 | $585K | 0.1% | -21.1% | 0.003% | |
| 4/24/2024 | Boyd Wealth Management LLC | 8,063 | $729K | 0.4% | -4.0% | 0.004% | |
| 4/24/2024 | Round Rock Advisors LLC | 10,121 | $915K | 0.2% | -5.6% | 0.005% | |
| 4/24/2024 | GDS Wealth Management | 469,883 | $42.50M | 5.0% | -5.9% | 0.245% | |
| 4/24/2024 | Spire Wealth Management | 60,474 | $5.47M | 0.2% | -0.9% | 0.032% | |
| 4/23/2024 | Godsey & Gibb Inc. | 618 | $56K | 0.0% | -69.4% | 0.000% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 74,718 | $6.76M | 0.7% | +7.2% | 0.039% | |
| 4/23/2024 | Global Retirement Partners LLC | 61,793 | $5.59M | 0.2% | +0.2% | 0.032% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 3,490 | $316K | 0.2% | -5.9% | 0.002% | |
| 4/23/2024 | Canvas Wealth Advisors LLC | 64,016 | $5.47M | 1.8% | -14.2% | 0.033% | |
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| 4/23/2024 | Venturi Wealth Management LLC | 632,708 | $57.22M | 3.7% | -0.9% | 0.330% | |
| 4/23/2024 | Rational Advisors LLC | 4,761 | $431K | 0.0% | N/A | 0.002% | |
| 4/23/2024 | Silver Lake Advisory LLC | 20,723 | $1.87M | 0.8% | +15.7% | 0.011% | |
| 4/23/2024 | McAdam LLC | 2,366 | $214K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 747,397 | $67.60M | 0.1% | +7.8% | 0.390% | |
| 4/22/2024 | Rovin Capital UT ADV | 71,397 | $6.46M | 2.6% | +40.9% | 0.037% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 3,761 | $340K | 0.0% | +5.0% | 0.002% | |
| 4/22/2024 | Raymond James & Associates | 458,673 | $41.48M | 0.0% | +11.0% | 0.239% | |
| 4/22/2024 | Strategies Wealth Advisors LLC | 174,604 | $15.79M | 2.4% | -3.8% | 0.091% | |
| 4/22/2024 | Benchmark Financial Wealth Advisors LLC | 2,751 | $249K | 0.1% | -33.9% | 0.001% | |
