| 5/14/2024 | CreativeOne Wealth LLC | 47,297 | $2.55M | 0.1% | -86.6% | 0.132% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 68,292 | $3.68M | 0.1% | -27.0% | 0.191% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 1,037,691 | $55.84M | 6.0% | -3.2% | 2.899% | |
| 5/7/2024 | NorthRock Partners LLC | 5,618 | $302K | 0.0% | N/A | 0.016% | |
| 5/7/2024 | Atomi Financial Group Inc. | 178,477 | $9.60M | 0.9% | N/A | 0.499% | |
| 5/7/2024 | Wealthspire Advisors LLC | 67,046 | $3.61M | 0.0% | -3.0% | 0.187% | |
|
| 5/7/2024 | Stokes Family Office LLC | 768,634 | $41.36M | 5.2% | -41.0% | 2.147% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,365 | $396K | 0.0% | +38.2% | 0.021% | |
| 5/3/2024 | Forte Asset Management LLC | 110,048 | $5.92M | 3.6% | +0.7% | 0.307% | |
| 5/3/2024 | Smith Salley Wealth Management | 25,814 | $1.39M | 0.1% | -3.8% | 0.072% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 15,807 | $802K | 0.7% | +2.2% | 0.044% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 8,830 | $475K | 0.1% | +4.9% | 0.025% | |
| 5/1/2024 | StoneX Group Inc. | 74,711 | $4.02M | 0.4% | -7.0% | 0.209% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 8,819 | $475K | 0.0% | +4.6% | 0.025% | |
| 5/1/2024 | Diversify Advisory Services LLC | 46,878 | $2.52M | 0.1% | N/A | 0.134% | |
| 4/30/2024 | HB Wealth Management LLC | 155,418 | $8.36M | 0.1% | -8.1% | 0.445% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 335,706 | $18.06M | 0.0% | +86.5% | 0.961% | |
| 4/26/2024 | Planned Solutions Inc. | 15,203 | $818K | 0.4% | +2.7% | 0.043% | |
| 4/26/2024 | Bellevue Asset Management LLC | 872 | $47K | 0.0% | -28.5% | 0.002% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 828 | $45K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | MONECO Advisors LLC | 27,186 | $1.46M | 0.2% | +49.4% | 0.078% | |
| 4/24/2024 | Family Capital Trust Co | 178,008 | $9.58M | 3.3% | -4.0% | 0.509% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 119,220 | $6.42M | 0.0% | -13.7% | 0.341% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 23,124 | $1.24M | 0.1% | -10.3% | 0.066% | |
| 4/20/2024 | Dean Jacobson Financial Services LLC | 3,887 | $209K | 0.2% | N/A | 0.011% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 9,572 | $515K | 0.1% | -13.3% | 0.027% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 1,000 | $54K | 0.0% | N/A | 0.003% | |
| 4/18/2024 | RHS Financial LLC | 10,164 | $547K | 0.3% | +23.5% | 0.029% | |
| 4/18/2024 | Pettinga Financial Advisors LLC | 433,980 | $23.35M | 5.9% | -43.0% | 1.242% | |
| 4/17/2024 | Physician Wealth Advisors Inc. | 36,878 | $1.90M | 0.4% | +2.9% | 0.106% | |
| 4/17/2024 | Grimes & Company Inc. | 49,865 | $2.68M | 0.1% | -2.0% | 0.143% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 364,060 | $19.59M | 0.1% | -9.2% | 1.042% | |
| 4/12/2024 | Kaydan Wealth Management Inc. | 16,381 | $881K | 0.3% | -2.3% | 0.053% | |
| 4/12/2024 | Anderson Hoagland & Co. | 4,197 | $221K | 0.0% | -17.9% | 0.014% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 59,715 | $3.21M | 0.6% | -19.1% | 0.192% | |
| 4/10/2024 | Conrad Siegel Investment Advisors Inc. | 433,578 | $23.33M | 6.8% | N/A | 1.396% | |
| 4/9/2024 | Mather Group LLC. | 2,130 | $115K | 0.0% | N/A | 0.007% | |
| 4/8/2024 | RVW Wealth LLC | 50,343 | $2.71M | 0.3% | -1.3% | 0.162% | |
| 3/13/2024 | MONECO Advisors LLC | 18,193 | $879K | 0.2% | N/A | 0.059% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 42,694 | $2.06M | 0.9% | N/A | 0.138% | |
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| 2/14/2024 | Wescott Financial Advisory Group LLC | 106,294 | $5.13M | 0.7% | -2.0% | 0.342% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 1,063 | $51K | 0.0% | -86.8% | 0.003% | |
| 2/13/2024 | Carolinas Wealth Consulting LLC | 3,366 | $163K | 0.0% | -10.9% | 0.011% | |
| 2/12/2024 | StoneX Group Inc. | 80,370 | $3.88M | 0.5% | -0.7% | 0.259% | |
| 2/9/2024 | Wade Financial Advisory Inc | 201,789 | $9.74M | 3.7% | +4.2% | 0.650% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 3,213 | $155K | 0.0% | N/A | 0.010% | |
| 2/9/2024 | Keystone Financial Group | 4,557 | $220K | 0.0% | -5.1% | 0.015% | |
| 2/9/2024 | Assetmark Inc. | 1,156 | $56K | 0.0% | -52.0% | 0.004% | |
| 2/9/2024 | CreativeOne Wealth LLC | 351,951 | $17.00M | 1.1% | +10.2% | 1.133% | |
| 2/9/2024 | Corient Private Wealth LLC | 195,859 | $9.46M | 0.0% | +18.8% | 0.631% | |
| 2/9/2024 | Wells Fargo & Company MN | 1,673,610 | $80.82M | 0.0% | +3.9% | 5.390% | |
| 2/8/2024 | SigFig Wealth Management LLC | 2,030,640 | $98.06M | 3.7% | +0.2% | 6.540% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 93,492 | $4.52M | 0.1% | +28.7% | 0.301% | |
| 2/8/2024 | Strategic Financial Services Inc | 4,228,807 | $204.21M | 14.4% | -2.8% | 13.619% | |
| 2/7/2024 | JFS Wealth Advisors LLC | 35,925 | $1.74M | 0.1% | +344.3% | 0.116% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 8,118 | $392K | 0.0% | +4,675.3% | 0.026% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 599 | $29K | 0.0% | +49.8% | 0.002% | |
| 2/7/2024 | Wealthspire Advisors LLC | 69,149 | $3.34M | 0.0% | -4.9% | 0.223% | |
| 2/7/2024 | Clearwater Capital Advisors LLC | 1,071,642 | $51.75M | 5.8% | -0.2% | 3.451% | |
| 2/6/2024 | ShoreHaven Wealth Partners LLC | 436,066 | $21.06M | 12.8% | +8.4% | 1.404% | |
| 2/6/2024 | Signature Resources Capital Management LLC | 11,358 | $548K | 0.5% | N/A | 0.037% | |
| 2/6/2024 | Bellevue Asset Management LLC | 1,220 | $59K | 0.0% | -45.0% | 0.004% | |
| 2/6/2024 | Stokes Family Office LLC | 1,302,089 | $62.88M | 8.5% | +7.7% | 4.194% | |
| 2/5/2024 | MONECO Advisors LLC | 18,338 | $886K | 0.2% | N/A | 0.059% | |
| 2/5/2024 | Cora Capital Advisors LLC | 442,788 | $21.38M | 12.6% | +9.6% | 1.426% | |
| 2/2/2024 | Addison Advisors LLC | 81,880 | $3.95M | 1.5% | -5.6% | 0.264% | |
| 2/2/2024 | Magnolia Capital Advisors LLC | 15,461 | $772K | 0.6% | +3.7% | 0.050% | |
| 2/1/2024 | Foster & Motley Inc. | 221,041 | $10.67M | 0.8% | +4.9% | 0.712% | |
| 2/1/2024 | CWM LLC | 20,468 | $988K | 0.0% | +81.4% | 0.066% | |
| 1/31/2024 | Forte Asset Management LLC | 109,266 | $5.28M | 3.6% | -9.6% | 0.352% | |
| 1/31/2024 | Tranquility Partners LLC | 12,843 | $620K | 0.3% | -8.7% | 0.041% | |
| 1/31/2024 | Goodman Advisory Group LLC | 17,798 | $859K | 0.3% | +34.5% | 0.057% | |
| 1/30/2024 | Capital Analysts LLC | 5,576 | $269K | 0.0% | N/A | 0.018% | |
| 1/30/2024 | Market Street Wealth Management Advisors LLC | 73,837 | $3.57M | 0.7% | -84.9% | 0.238% | |
| 1/29/2024 | ORG Partners LLC | 838 | $40K | 0.0% | +171.2% | 0.003% | |
| 1/26/2024 | Cerity Partners LLC | 120,075 | $5.80M | 0.0% | -21.1% | 0.387% | |
| 1/25/2024 | International Assets Investment Management LLC | 8,113 | $392K | 0.0% | N/A | 0.026% | |
| 1/25/2024 | Phillips Financial Management LLC | 670,227 | $32.37M | 2.8% | -21.4% | 2.159% | |
| 1/24/2024 | Grimes & Company Inc. | 50,866 | $2.46M | 0.1% | -1.4% | 0.164% | |
| 1/24/2024 | Allworth Financial LP | 49,370 | $2.38M | 0.0% | +24.7% | 0.159% | |
| 1/24/2024 | International Assets Investment Management LLC | 8,113 | $392K | 0.0% | N/A | 0.026% | |
| 1/24/2024 | Halbert Hargrove Global Advisors LLC | 455,886 | $22.02M | 1.5% | +28.3% | 1.468% | |
| 1/23/2024 | Physician Wealth Advisors Inc. | 35,843 | $1.77M | 0.4% | N/A | 0.115% | |
| 1/19/2024 | Nova R Wealth Inc. | 99,597 | $4.81M | 3.0% | +0.7% | 0.321% | |
| 1/18/2024 | RHS Financial LLC | 8,229 | $397K | 0.3% | -3.1% | 0.027% | |
| 1/18/2024 | Pettinga Financial Advisors LLC | 760,742 | $36.74M | 9.9% | -2.2% | 2.450% | |
| 1/18/2024 | Planned Solutions Inc. | 14,804 | $715K | 0.3% | N/A | 0.048% | |
| 1/17/2024 | Flagship Private Wealth LLC | 4,193 | $202K | 0.2% | N/A | 0.014% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 138,189 | $6.67M | 0.0% | +0.6% | 0.445% | |
| 1/16/2024 | Raymond James & Associates | 12,249 | $592K | 0.0% | -25.7% | 0.039% | |
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| 1/16/2024 | Acropolis Investment Management LLC | 195,593 | $9.45M | 0.7% | +15.6% | 0.630% | |
| 1/16/2024 | Sterneck Capital Management LLC | 100,149 | $4.84M | 3.1% | -5.6% | 0.323% | |
| 1/16/2024 | HB Wealth Management LLC | 169,119 | $8.17M | 0.1% | -12.0% | 0.545% | |
| 1/12/2024 | Twelve Points Wealth Management LLC | 10,468 | $506K | 0.2% | -29.6% | 0.034% | |
| 1/12/2024 | Cedar Brook Financial Partners LLC | 125,477 | $6.08M | 1.3% | +2.5% | 0.404% | |
| 1/12/2024 | Cardinal Point Capital Management ULC | 570,032 | $27.53M | 6.7% | +1.2% | 1.836% | |
| 1/11/2024 | Ullmann Wealth Partners Group LLC | 1,357,318 | $65.55M | 10.7% | +9.9% | 4.371% | |
| 1/11/2024 | BKM Wealth Management LLC | 2,254 | $109K | 0.0% | N/A | 0.007% | |
| 1/11/2024 | GSG Advisors LLC | 29,301 | $1.39M | 0.5% | +4.6% | 0.094% | |
| 1/11/2024 | BKM Wealth Management LLC | 2,254 | $109K | 0.0% | N/A | 0.007% | |
