| 5/7/2024 | Stokes Family Office LLC | 4,860 | $430K | 0.1% | -22.7% | 0.031% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,573 | $228K | 0.0% | -20.9% | 0.016% | |
| 5/6/2024 | SYM FINANCIAL Corp | 157,282 | $13.91M | 2.3% | -4.1% | 1.005% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 98,575 | $8.72M | 4.9% | +2.4% | 0.630% | |
| 5/2/2024 | Salomon & Ludwin LLC | 872 | $77K | 0.0% | N/A | 0.006% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 35,592 | $3.15M | 0.3% | +0.6% | 0.227% | |
|
| 5/1/2024 | Janney Montgomery Scott LLC | 7,994 | $707K | 0.0% | +4.4% | 0.051% | |
| 4/30/2024 | Private Advisor Group LLC | 27,779 | $2.46M | 0.0% | -2.5% | 0.178% | |
| 4/30/2024 | Saxony Capital Management LLC | 2,558 | $226K | 0.3% | +6.1% | 0.016% | |
| 4/30/2024 | HB Wealth Management LLC | 8,666 | $766K | 0.0% | -2.1% | 0.055% | |
| 4/30/2024 | Macroview Investment Management LLC | 6,634 | $587K | 0.6% | -31.3% | 0.042% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 73,976 | $6.54M | 0.0% | -1.7% | 0.473% | |
| 4/25/2024 | One Day In July LLC | 219,588 | $19.42M | 2.6% | +0.8% | 1.403% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 12,793 | $1.13M | 0.3% | -21.5% | 0.082% | |
| 4/24/2024 | Spire Wealth Management | 66,252 | $5.86M | 0.2% | -0.6% | 0.423% | |
| 4/23/2024 | Global Retirement Partners LLC | 36,217 | $3.20M | 0.1% | +15.1% | 0.231% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 68,751 | $6.08M | 0.0% | -41.9% | 0.439% | |
| 4/22/2024 | Raymond James & Associates | 178,871 | $15.82M | 0.0% | +10.9% | 1.143% | |
| 4/19/2024 | Advisor Resource Council | 4,171 | $369K | 0.2% | N/A | 0.027% | |
| 4/19/2024 | Valley National Advisers Inc. | 73,490 | $6.50M | 1.0% | +5.0% | 0.470% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 3,314 | $293K | 0.1% | +5.2% | 0.021% | |
| 4/18/2024 | Saxon Interests Inc. | 33,281 | $2.94M | 1.4% | +20.2% | 0.213% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 18,978 | $1.68M | 0.0% | +2.3% | 0.121% | |
| 4/18/2024 | Fifth Third Securities Inc. | 55,391 | $4.90M | 0.5% | -1.1% | 0.354% | |
| 4/17/2024 | Red Door Wealth Management LLC | 20,301 | $1.80M | 0.3% | +9.4% | 0.130% | |
| 4/17/2024 | Legend Financial Advisors Inc. | 88,723 | $7.85M | 5.7% | +3.7% | 0.567% | |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 24,848 | $2.20M | 1.7% | -3.6% | 0.159% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 22,212 | $1.96M | 0.0% | +1.8% | 0.142% | |
| 4/15/2024 | RFG Holdings Inc. | 101,539 | $8.99M | 3.8% | -54.7% | 0.649% | |
| 4/15/2024 | Aspiriant LLC | 36,563 | $3.23M | 0.1% | -13.8% | 0.234% | |
| 4/11/2024 | Integrated Capital Management Inc. | 41,959 | $3.71M | 3.0% | -3.0% | 0.272% | |
| 4/10/2024 | Park Avenue Securities LLC | 66,901 | $5.92M | 0.1% | -7.0% | 0.434% | |
| 4/10/2024 | Bruce G. Allen Investments LLC | 613 | $54K | 0.0% | N/A | 0.004% | |
| 4/8/2024 | Evensky & Katz LLC | 26,593 | $2.35M | 0.2% | -2.3% | 0.173% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 3,533 | $300K | 0.0% | +6.1% | 0.023% | |
| 2/16/2024 | Studio Investment Management LLC | 17,574 | $1.56M | 0.4% | +58.2% | 0.114% | |
| 2/15/2024 | Gallagher Fiduciary Advisors LLC | 364,892 | $32.29M | 1.1% | -1.2% | 2.369% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 4,438 | $393K | 0.0% | N/A | 0.029% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 31,086 | $2.75M | 0.1% | +1.8% | 0.202% | |
| 2/13/2024 | Carolinas Wealth Consulting LLC | 1,771 | $157K | 0.0% | -9.9% | 0.012% | |
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| 2/9/2024 | Sepio Capital LP | 5,614 | $497K | 0.0% | -6.1% | 0.036% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 2,288 | $202K | 0.0% | N/A | 0.015% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 34,160 | $3.02M | 0.0% | +101.2% | 0.222% | |
| 2/9/2024 | D.A. Davidson & CO. | 26,704 | $2.36M | 0.0% | -1.4% | 0.173% | |
| 2/9/2024 | UBS Group AG | 403,652 | $35.72M | 0.0% | +4.1% | 2.621% | |
| 2/8/2024 | Brown Advisory Inc. | 11,515 | $1.02M | 0.0% | N/A | 0.075% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 7,658 | $678K | 0.0% | +24.7% | 0.050% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,252 | $288K | 0.0% | -12.7% | 0.021% | |
| 2/7/2024 | Collaborative Wealth Managment Inc. | 2,432 | $215K | 0.1% | N/A | 0.016% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 908 | $80K | 0.0% | +160.9% | 0.006% | |
| 2/6/2024 | N.E.W. Advisory Services LLC | 566,324 | $50.12M | 6.1% | -0.3% | 3.677% | |
| 2/6/2024 | Spire Wealth Management | 66,648 | $5.60M | 0.2% | +1.3% | 0.433% | |
| 2/6/2024 | SYM FINANCIAL Corp | 164,067 | $14.52M | 2.4% | -6.1% | 1.065% | |
| 2/5/2024 | Cannell & Co. | 4,664 | $413K | 0.0% | N/A | 0.030% | |
| 2/5/2024 | One Day In July LLC | 217,901 | $19.28M | 2.9% | +0.8% | 1.415% | |
| 2/5/2024 | Brandywine Oak Private Wealth LLC | 36,282 | $3.21M | 0.4% | -7.1% | 0.236% | |
| 2/5/2024 | Lowery Thomas LLC | 5,636 | $499K | 0.4% | +13.2% | 0.037% | |
| 2/2/2024 | Silver Oak Advisory Group Inc. | 96,295 | $8.52M | 5.0% | +3.8% | 0.625% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 2,943 | $260K | 0.0% | -13.9% | 0.019% | |
| 2/1/2024 | RWA Wealth Partners LLC | 6,861 | $607K | 0.0% | -8.1% | 0.045% | |
| 2/1/2024 | Sigma Planning Corp | 10,420 | $922K | 0.1% | -51.3% | 0.068% | |
| 2/1/2024 | CWM LLC | 93,793 | $8.30M | 0.0% | -12.8% | 0.609% | |
| 1/31/2024 | Legend Financial Advisors Inc. | 85,572 | $7.57M | 6.1% | +2.1% | 0.556% | |
| 1/31/2024 | Resonant Capital Advisors LLC | 35,373 | $3.13M | 0.3% | +7.2% | 0.230% | |
| 1/31/2024 | Mokosak Advisory Group LLC | 83,165 | $7.36M | 2.6% | +3.5% | 0.540% | |
| 1/30/2024 | Financial Strategies Group Inc. | 8,662 | $736K | 0.2% | -42.0% | 0.056% | |
| 1/30/2024 | Macroview Investment Management LLC | 9,651 | $854K | 1.0% | -14.1% | 0.063% | |
| 1/30/2024 | RFG Holdings Inc. | 224,158 | $19.85M | 10.1% | -0.3% | 1.456% | |
| 1/30/2024 | Sierra Capital LLC | 20,636 | $1.83M | 0.3% | -5.2% | 0.134% | |
| 1/29/2024 | Saxony Capital Management LLC | 2,412 | $213K | 0.3% | N/A | 0.016% | |
| 1/29/2024 | Baystate Wealth Management LLC | 7,681 | $680K | 0.0% | -6.2% | 0.050% | |
| 1/26/2024 | Aspiriant LLC | 42,407 | $3.75M | 0.2% | -35.1% | 0.275% | |
| 1/26/2024 | Stone Point Wealth LLC | 4,597 | $407K | 0.2% | -14.9% | 0.030% | |
| 1/25/2024 | International Assets Investment Management LLC | 59,472 | $5.26M | 0.0% | +1,403.3% | 0.386% | |
| 1/25/2024 | Valley National Advisers Inc. | 69,964 | $6.19M | 1.0% | +3.8% | 0.454% | |
| 1/25/2024 | Phillips Financial Management LLC | 13,994 | $1.24M | 0.1% | -9.1% | 0.091% | |
| 1/24/2024 | Barrett & Company Inc. | 3,560 | $315K | 0.2% | +20.5% | 0.023% | |
| 1/24/2024 | Tritonpoint Wealth LLC | 2,840 | $251K | 0.0% | N/A | 0.018% | |
| 1/24/2024 | Financial Freedom LLC | 6,321 | $559K | 0.4% | -10.6% | 0.041% | |
| 1/24/2024 | International Assets Investment Management LLC | 59,472 | $5.26M | 0.0% | +1,403.3% | 0.386% | |
| 1/23/2024 | Integrated Investment Consultants LLC | 20,272 | $1.79M | 0.3% | -4.5% | 0.132% | |
| 1/23/2024 | ERTS Wealth Advisors LLC | 3,187 | $282K | 0.1% | -14.5% | 0.021% | |
| 1/23/2024 | FAS Wealth Partners Inc. | 3,588 | $318K | 0.0% | -5.1% | 0.023% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 888 | $79K | 0.0% | +17.3% | 0.006% | |
| 1/22/2024 | Miracle Mile Advisors LLC | 18,559 | $1.64M | 0.0% | -27.7% | 0.121% | |
| 1/19/2024 | Ackerman Capital Advisors LLC | 16,290 | $1.44M | 0.4% | -20.7% | 0.106% | |
| 1/18/2024 | Relyea Zuckerberg Hanson LLC | 11,607 | $1.03M | 0.2% | -2.9% | 0.075% | |
| 1/18/2024 | Saxon Interests Inc. | 27,696 | $2.45M | 1.2% | N/A | 0.180% | |
| 1/18/2024 | Asset Planning Corporation | 99,003 | $8.76M | 6.8% | +6.4% | 0.643% | |
| 1/17/2024 | SignalPoint Asset Management LLC | 2,366 | $209K | 0.1% | N/A | 0.015% | |
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| 1/17/2024 | Riversedge Advisors LLC | 79,272 | $7.02M | 1.9% | +5.6% | 0.515% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 118,336 | $10.47M | 0.0% | +9.6% | 0.768% | |
| 1/16/2024 | Raymond James & Associates | 161,220 | $14.27M | 0.0% | -6.9% | 1.047% | |
| 1/16/2024 | HB Wealth Management LLC | 8,854 | $784K | 0.0% | +110.7% | 0.057% | |
| 1/12/2024 | Fidelity D & D Bancorp Inc. | 25,777 | $2.28M | 1.8% | +7.0% | 0.167% | |
| 1/10/2024 | Integrated Capital Management Inc. | 43,263 | $3.83M | 3.2% | -2.5% | 0.281% | |
| 1/5/2024 | Harbour Capital Advisors LLC | 6,391 | $546K | 0.1% | -4.3% | 0.042% | |
| 11/30/2023 | Fidelity D & D Bancorp Inc. | 24,085 | $1.86M | 1.9% | N/A | 0.156% | |
| 11/16/2023 | Studio Investment Management LLC | 11,111 | $861K | 0.2% | +203.7% | 0.072% | |
| 11/15/2023 | Evergreen Capital Management LLC | 43,750 | $3.39M | 0.1% | -2.5% | 0.284% | |
