| 5/17/2024 | XML Financial LLC | 107,333 | $11.14M | 1.1% | -0.6% | 0.093% | |
| 5/17/2024 | Comerica Bank | 100,565 | $10.44M | 0.0% | -0.2% | 0.087% | |
| 5/17/2024 | SkyView Investment Advisors LLC | 746,075 | $77.44M | 14.3% | +9.9% | 0.645% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 3,126 | $324K | 0.0% | -9.5% | 0.003% | |
| 5/16/2024 | Ancora Advisors LLC | 14,822 | $1.54M | 0.0% | -2.0% | 0.013% | |
| 5/16/2024 | WMS Partners LLC | 768,645 | $79.78M | 5.5% | +10.5% | 0.665% | |
|
| 5/16/2024 | Captrust Financial Advisors | 225,445 | $23.40M | 0.1% | -1.5% | 0.195% | |
| 5/15/2024 | Evergreen Wealth Solutions LLC | 252,237 | $26.18M | 19.4% | +46.4% | 0.218% | |
| 5/15/2024 | Quadrature Capital Ltd | 4,007 | $416K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 215,324 | $22.35M | 0.6% | +1.8% | 0.186% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 2,671 | $277K | 0.0% | N/A | 0.002% | |
| 5/14/2024 | CreativeOne Wealth LLC | 72,171 | $7.49M | 0.3% | -3.0% | 0.062% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 3,146 | $326K | 0.0% | +6.8% | 0.003% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 4,974,594 | $516.31M | 14.6% | -2.0% | 4.303% | |
| 5/11/2024 | ESL Trust Services LLC | 480 | $50K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | Osaic Holdings Inc. | 178,354 | $18.52M | 0.0% | -32.0% | 0.154% | |
| 5/10/2024 | Spirepoint Private Client LLC | 15,430 | $1.60M | 0.2% | N/A | 0.013% | |
| 5/10/2024 | First Foundation Advisors | 489,165 | $50.77M | 2.0% | +8.8% | 0.423% | |
| 5/10/2024 | Kelman Lazarov Inc. | 379,453 | $39.38M | 7.7% | -1.1% | 0.328% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 209,093 | $21.70M | 16.7% | -0.8% | 0.181% | |
| 5/10/2024 | Nwam LLC | 4,557 | $464K | 0.0% | -10.3% | 0.004% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 126,075 | $12.46M | 2.3% | -4.7% | 0.109% | |
| 5/9/2024 | Leo Wealth LLC | 400,920 | $41.56M | 4.3% | +6.2% | 0.347% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 573,954 | $59.57M | 0.6% | -26.2% | 0.497% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 6,287 | $653K | 0.0% | +45.9% | 0.005% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 34,738 | $3.61M | 0.4% | -2.9% | 0.030% | |
| 5/9/2024 | Ledyard National Bank | 106,737 | $11.08M | 1.1% | +5.0% | 0.092% | |
| 5/9/2024 | SageView Advisory Group LLC | 101,866 | $10.57M | 0.5% | +739.0% | 0.088% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 19,851 | $2.06M | 0.2% | +437.1% | 0.017% | |
| 5/8/2024 | Cozad Asset Management Inc. | 88,443 | $9.18M | 1.0% | +7.8% | 0.077% | |
| 5/8/2024 | MAI Capital Management | 160,067 | $16.61M | 0.2% | +3.3% | 0.138% | |
| 5/8/2024 | Bleakley Financial Group LLC | 3,196 | $332K | 0.0% | -5.4% | 0.003% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 6,332 | $657K | 0.1% | -16.0% | 0.005% | |
| 5/7/2024 | Sfmg LLC | 805,653 | $83.62M | 7.2% | -0.5% | 0.697% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 1,992 | $207K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | KCM Investment Advisors LLC | 6,833 | $709K | 0.0% | -1.4% | 0.006% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 2,764 | $287K | 0.0% | +10.7% | 0.002% | |
| 5/7/2024 | PFG Advisors | 58,609 | $6.08M | 0.4% | +13.8% | 0.051% | |
| 5/7/2024 | Wealthspire Advisors LLC | 69,653 | $7.23M | 0.1% | -0.2% | 0.060% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 147,234 | $15.28M | 0.1% | -4.8% | 0.127% | |
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| 5/6/2024 | CFO4Life Group LLC | 55,540 | $5.76M | 1.0% | +2.5% | 0.048% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 261 | $27K | 0.0% | -57.3% | 0.000% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 20,395 | $2.12M | 0.2% | -3.6% | 0.018% | |
| 5/4/2024 | Csenge Advisory Group | 2,352 | $244K | 0.0% | -33.4% | 0.002% | |
| 5/3/2024 | VeraBank N.A. | 2,573 | $267K | 0.1% | -12.4% | 0.002% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 51,347 | $5.33M | 0.3% | +2.1% | 0.044% | |
| 5/3/2024 | Callan Capital LLC | 186,974 | $19.41M | 1.7% | -4.9% | 0.162% | |
| 5/3/2024 | Whittier Trust Co. | 5,377 | $558K | 0.0% | +290.8% | 0.005% | |
| 5/2/2024 | Mutual Advisors LLC | 96,189 | $9.98M | 0.3% | +28.3% | 0.083% | |
| 5/2/2024 | Salomon & Ludwin LLC | 670 | $70K | 0.0% | +53.7% | 0.001% | |
| 5/2/2024 | RiverFront Investment Group LLC | 2,328,921 | $241.72M | 6.8% | +5.1% | 2.015% | |
| 5/2/2024 | First Command Advisory Services Inc. | 136,389 | $14.16M | 0.1% | -16.8% | 0.118% | |
| 5/2/2024 | Graypoint LLC | 17,783 | $1.85M | 0.1% | -25.5% | 0.015% | |
| 5/2/2024 | Consolidated Planning Corp | 51,740 | $5.37M | 0.9% | -3.1% | 0.045% | |
| 5/2/2024 | Fidelis Capital Partners LLC | 8,110 | $842K | 0.1% | -15.0% | 0.007% | |
| 5/2/2024 | Goelzer Investment Management Inc. | 7,790 | $809K | 0.0% | +26.8% | 0.007% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 255,895 | $26.56M | 4.5% | +6.0% | 0.221% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 531,377 | $55.15M | 0.2% | -0.3% | 0.460% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 182,358 | $18.93M | 12.0% | -0.2% | 0.158% | |
| 5/1/2024 | Source Financial Advisors LLC | 60,883 | $6.32M | 1.9% | -20.3% | 0.053% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 130,258 | $13.52M | 9.4% | +3.8% | 0.113% | |
| 4/30/2024 | Private Advisor Group LLC | 127,618 | $13.25M | 0.1% | +15.8% | 0.109% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 38,103 | $3.96M | 1.0% | -15.8% | 0.033% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 15,320 | $1.59M | 0.1% | +12.1% | 0.013% | |
| 4/30/2024 | West Bancorporation Inc. | 3,860 | $401K | 0.3% | +20.8% | 0.003% | |
| 4/30/2024 | Forbes Financial Planning Inc. | 20,171 | $2.09M | 1.8% | +15.7% | 0.017% | |
| 4/30/2024 | Perigon Wealth Management LLC | 4,491 | $466K | 0.0% | +9.9% | 0.004% | |
| 4/30/2024 | SkyOak Wealth LLC | 39,535 | $4.10M | 1.0% | -4.8% | 0.034% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 849,403 | $88.16M | 0.1% | -5.4% | 0.727% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 42,067 | $4.37M | 0.1% | +3.2% | 0.036% | |
| 4/29/2024 | Silicon Valley Capital Partners | 133,663 | $13.87M | 2.1% | +22.2% | 0.114% | |
| 4/29/2024 | Sierra Capital LLC | 25,490 | $2.65M | 0.3% | N/A | 0.022% | |
| 4/29/2024 | Archvest Wealth Advisors Inc. | 107,839 | $11.16M | 7.9% | -5.0% | 0.092% | |
| 4/26/2024 | Crestone Asset Management LLC | 4,030 | $418K | 0.1% | +32.4% | 0.003% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 17,229 | $1.79M | 0.2% | -2.2% | 0.015% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 2,020 | $210K | 0.0% | -22.7% | 0.002% | |
| 4/26/2024 | MONECO Advisors LLC | 29,119 | $3.02M | 0.5% | -18.7% | 0.025% | |
| 4/26/2024 | Emerald Advisors LLC | 45,845 | $4.76M | 0.8% | +2.0% | 0.039% | |
| 4/26/2024 | Bogart Wealth LLC | 381 | $40K | 0.0% | -22.2% | 0.000% | |
| 4/25/2024 | Allworth Financial LP | 164,147 | $17.04M | 0.1% | -7.1% | 0.140% | |
| 4/25/2024 | Oldfather Financial Services LLC | 2,016 | $209K | 0.1% | N/A | 0.002% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 6,867 | $713K | 0.1% | +6.0% | 0.006% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 2,871 | $287K | 0.0% | N/A | 0.002% | |
| 4/25/2024 | Summit Financial LLC | 2,186 | $227K | 0.0% | N/A | 0.002% | |
| 4/25/2024 | IAG Wealth Partners LLC | 264,575 | $27.46M | 5.9% | -2.6% | 0.226% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 93,634 | $9.72M | 0.0% | -19.4% | 0.080% | |
| 4/24/2024 | 1900 Wealth Management LLC | 218,090 | $22.64M | 2.1% | -11.7% | 0.187% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 3,585 | $372K | 0.2% | -39.3% | 0.003% | |
| 4/24/2024 | Lee Financial Group Hawaii Inc. | 129,672 | $13.46M | 10.5% | +796.9% | 0.111% | |
| 4/24/2024 | Smith Anglin Financial LLC | 1,995 | $207K | 0.0% | N/A | 0.002% | |
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| 4/24/2024 | Simplicity Wealth LLC | 3,196 | $332K | 0.0% | N/A | 0.003% | |
| 4/24/2024 | Spire Wealth Management | 135,455 | $14.06M | 0.6% | -13.2% | 0.116% | |
| 4/23/2024 | Wetzel Investment Advisors Inc. | 5,822 | $575K | 0.3% | -13.3% | 0.005% | |
| 4/23/2024 | Global Retirement Partners LLC | 13,104 | $1.36M | 0.1% | -2.6% | 0.011% | |
| 4/23/2024 | Mason & Associates Inc | 18,947 | $1.97M | 0.5% | +89.1% | 0.016% | |
| 4/23/2024 | Canvas Wealth Advisors LLC | 115,291 | $11.40M | 3.8% | -19.9% | 0.099% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 36,290 | $3.77M | 0.3% | +1.8% | 0.031% | |
| 4/23/2024 | McAdam LLC | 32,042 | $3.33M | 0.2% | +0.5% | 0.027% | |
| 4/23/2024 | Strategic Blueprint LLC | 5,191 | $539K | 0.0% | +16.5% | 0.004% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 290,730 | $30.18M | 0.0% | -3.8% | 0.249% | |
