| 5/17/2024 | Clear Point Advisors Inc. | 19,774 | $1.33M | 1.1% | +4.7% | 0.009% | |
| 5/16/2024 | FSA Wealth Management LLC | 854 | $58K | 0.0% | N/A | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 13,610 | $917K | 0.0% | +11.6% | 0.006% | |
| 5/16/2024 | Captrust Financial Advisors | 3,019,066 | $203.46M | 0.7% | +7.3% | 1.318% | |
| 5/15/2024 | Kestra Advisory Services LLC | 330,315 | $22.26M | 0.1% | +12.9% | 0.144% | |
| 5/14/2024 | EP Wealth Advisors LLC | 12,474 | $841K | 0.0% | +66.7% | 0.005% | |
|
| 5/14/2024 | Freestone Capital Holdings LLC | 8,000 | $539K | 0.0% | +39.9% | 0.003% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,443 | $502K | 0.0% | +3.3% | 0.003% | |
| 5/14/2024 | InterOcean Capital Group LLC | 7,793 | $525K | 0.0% | -21.8% | 0.003% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 409,085 | $27.57M | 1.9% | -2.8% | 0.179% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 67,366 | $4.54M | 1.3% | -3.6% | 0.029% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 2,891 | $195K | 0.0% | +91.7% | 0.001% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 2,660,933 | $179.32M | 5.1% | -2.1% | 1.162% | |
| 5/11/2024 | Aufman Associates Inc | 4,799 | $323K | 0.2% | +24.4% | 0.002% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 80,539 | $5.43M | 1.0% | +10.3% | 0.035% | |
| 5/11/2024 | Patten & Patten Inc. TN | 5,606 | $378K | 0.0% | -13.3% | 0.002% | |
| 5/10/2024 | Osaic Holdings Inc. | 360,552 | $24.30M | 0.1% | -42.0% | 0.157% | |
| 5/10/2024 | Kelman Lazarov Inc. | 800,588 | $53.95M | 10.5% | +0.9% | 0.350% | |
| 5/10/2024 | Reston Wealth Management LLC | 651,669 | $43.92M | 17.8% | +2.5% | 0.285% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 14,248 | $960K | 0.0% | +2.6% | 0.006% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 94,990 | $6.40M | 0.2% | -1.6% | 0.041% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 127,923,658 | $8.62B | 11.8% | +1.9% | 55.862% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 8,234 | $555K | 0.1% | +108.4% | 0.004% | |
| 5/8/2024 | Berkshire Money Management Inc. | 7,989 | $538K | 0.1% | -24.7% | 0.003% | |
| 5/8/2024 | Bell Investment Advisors Inc | 725,726 | $48.91M | 9.6% | +0.4% | 0.317% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 598,247 | $40.32M | 5.0% | -9.5% | 0.261% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 292,437 | $19.71M | 1.8% | -1.4% | 0.128% | |
| 5/8/2024 | QRG Capital Management Inc. | 6,987 | $471K | 0.0% | -4.2% | 0.003% | |
| 5/8/2024 | Wealth Forward LLC | 171,961 | $11.59M | 9.1% | +2.6% | 0.075% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 3,487 | $235K | 0.0% | -7.6% | 0.002% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 46,326 | $3.12M | 0.3% | +5.9% | 0.020% | |
| 5/7/2024 | Chilton Capital Management LLC | 12,029 | $811K | 0.0% | -4.8% | 0.005% | |
| 5/7/2024 | BOS Asset Management LLC | 3,111 | $210K | 0.1% | -70.8% | 0.001% | |
| 5/7/2024 | Facet Wealth Inc. | 4,609 | $303K | 0.0% | +18.0% | 0.002% | |
| 5/7/2024 | PFG Advisors | 29,628 | $2.00M | 0.1% | -0.6% | 0.013% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 30,810 | $2.08M | 0.1% | +5.6% | 0.014% | |
| 5/7/2024 | Wealthspire Advisors LLC | 34,824 | $2.35M | 0.0% | -6.8% | 0.015% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 43,059 | $2.90M | 0.8% | -3.2% | 0.019% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 8,409 | $567K | 0.0% | -21.0% | 0.004% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 62,726 | $4.23M | 2.5% | -5.8% | 0.028% | |
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| 5/4/2024 | Geneos Wealth Management Inc. | 391 | $26K | 0.0% | +276.0% | 0.000% | |
| 5/4/2024 | Glassman Wealth Services | 1,480,915 | $99.80M | 20.2% | +1.4% | 0.652% | |
| 5/3/2024 | Signaturefd LLC | 14,892 | $1.00M | 0.0% | +56.7% | 0.007% | |
| 5/3/2024 | Embree Financial Group | 7,491 | $505K | 0.1% | -9.5% | 0.003% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 62,926 | $4.24M | 0.2% | +3.6% | 0.028% | |
| 5/3/2024 | Larson Financial Group LLC | 4,463 | $301K | 0.0% | -64.7% | 0.002% | |
| 5/3/2024 | Callan Capital LLC | 1,183,649 | $79.77M | 7.0% | -2.1% | 0.521% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,766 | $389K | 0.0% | +16.6% | 0.003% | |
| 5/3/2024 | Etfidea LLC | 42,208 | $2.84M | 1.0% | +92.1% | 0.019% | |
| 5/3/2024 | AA Financial Advisors LLC | 93,724 | $6.32M | 2.5% | -2.3% | 0.041% | |
| 5/2/2024 | Pacific Wealth Strategies Group Inc. | 78,685 | $5.30M | 4.4% | +4.2% | 0.035% | |
| 5/2/2024 | Haverford Trust Co | 248,503 | $16.75M | 0.2% | +3.3% | 0.109% | |
| 5/2/2024 | Consolidated Planning Corp | 198,943 | $13.41M | 2.3% | +1.1% | 0.088% | |
| 5/2/2024 | Lincoln National Corp | 380,451 | $25.64M | 0.4% | -2.5% | 0.168% | |
| 5/2/2024 | Choreo LLC | 4,037 | $272K | 0.0% | N/A | 0.002% | |
| 5/2/2024 | Darrow Company Inc. | 70,967 | $4.78M | 3.1% | +58.7% | 0.031% | |
| 5/2/2024 | Palisade Asset Management LLC | 446 | $30K | 0.0% | N/A | 0.000% | |
| 5/1/2024 | Stone Point Wealth LLC | 3,755 | $253K | 0.1% | N/A | 0.002% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 375,657 | $25.32M | 2.2% | +2.9% | 0.165% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 6,571 | $443K | 0.0% | +8.1% | 0.003% | |
| 5/1/2024 | Mission Wealth Management LP | 4,844 | $326K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 3,550 | $239K | 0.2% | N/A | 0.002% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 30,365 | $2.05M | 0.0% | -3.9% | 0.013% | |
| 4/30/2024 | Private Advisor Group LLC | 682,384 | $45.99M | 0.3% | +3.8% | 0.301% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 3,428 | $230K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Curtis Advisory Group LLC | 8,616 | $581K | 0.2% | -8.1% | 0.004% | |
| 4/30/2024 | Hartline Investment Corp | 41,724 | $2.81M | 0.5% | N/A | 0.018% | |
| 4/30/2024 | HB Wealth Management LLC | 8,074 | $544K | 0.0% | +44.3% | 0.004% | |
| 4/30/2024 | SpiderRock Advisors LLC | 23,240 | $1.53M | 0.0% | N/A | 0.010% | |
| 4/30/2024 | Delta Financial Group Inc. | 3,419 | $230K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Perigon Wealth Management LLC | 14,121 | $952K | 0.0% | -7.3% | 0.006% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 4,551 | $306K | 0.2% | +9.0% | 0.002% | |
| 4/30/2024 | Townsend Asset Management Corp NC ADV | 11,896 | $802K | 0.3% | +1.4% | 0.005% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 391,146 | $26.36M | 0.0% | +11.7% | 0.172% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,680 | $113K | 0.0% | +73.4% | 0.001% | |
| 4/29/2024 | Aspire Wealth Management Corp | 92,440 | $6.23M | 3.8% | +41.0% | 0.041% | |
| 4/29/2024 | Archvest Wealth Advisors Inc. | 8,783 | $590K | 0.4% | +19.4% | 0.004% | |
| 4/29/2024 | Newman Dignan & Sheerar Inc. | 6,110 | $412K | 0.1% | -7.9% | 0.003% | |
| 4/27/2024 | White Pine Investment CO | 188,099 | $12.68M | 3.7% | +1.6% | 0.083% | |
| 4/27/2024 | Guardian Financial Partners LLC | 61,918 | $4.17M | 2.9% | +10.0% | 0.027% | |
| 4/27/2024 | Foster Victor Wealth Advisors LLC | 18,033 | $1.19M | 0.1% | -7.4% | 0.008% | |
| 4/26/2024 | Planned Solutions Inc. | 343,112 | $23.12M | 11.3% | +0.7% | 0.151% | |
| 4/26/2024 | Prairiewood Capital LLC | 407,099 | $27.43M | 12.9% | +8.6% | 0.179% | |
| 4/26/2024 | Ashford Advisors LLC | 664,835 | $44.80M | 11.3% | +16.4% | 0.293% | |
| 4/26/2024 | Northwest Bancshares Inc. | 2,084,640 | $140.48M | 22.2% | +2.0% | 0.918% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 98,230 | $6.62M | 1.2% | -0.5% | 0.043% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 583,235 | $39.30M | 0.2% | +6.1% | 0.257% | |
| 4/24/2024 | Leavell Investment Management Inc. | 86,635 | $5.84M | 0.3% | +5.9% | 0.038% | |
| 4/24/2024 | Archford Capital Strategies LLC | 98,603 | $6.65M | 1.1% | +228.3% | 0.043% | |
| 4/24/2024 | Spire Wealth Management | 23,032 | $1.55M | 0.1% | +4.8% | 0.010% | |
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| 4/24/2024 | First Pacific Financial | 1,856 | $125K | 0.0% | +9.8% | 0.001% | |
| 4/24/2024 | Gemmer Asset Management LLC | 736,946 | $49.66M | 5.8% | +1.3% | 0.325% | |
| 4/24/2024 | Capasso Planning Partners LLC | 3,437 | $232K | 0.1% | N/A | 0.002% | |
| 4/23/2024 | Global Retirement Partners LLC | 31,136 | $2.10M | 0.1% | +62.4% | 0.014% | |
| 4/23/2024 | Masso Torrence Wealth Management Inc. | 128,999 | $8.69M | 5.2% | +7.6% | 0.057% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 18,583 | $1.25M | 0.1% | +4.4% | 0.008% | |
| 4/23/2024 | Gradient Investments LLC | 1,041 | $70K | 0.0% | N/A | 0.000% | |
| 4/23/2024 | McAdam LLC | 2,584,983 | $174.20M | 11.2% | +6.3% | 1.139% | |
| 4/23/2024 | Warner Financial Inc. | 23,301 | $1.57M | 0.8% | +45.6% | 0.010% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 141,413 | $9.53M | 0.0% | +58.2% | 0.062% | |
