| 5/14/2024 | CreativeOne Wealth LLC | 19,362 | $602K | 0.0% | +32.8% | 0.059% | |
| 5/13/2024 | Alerus Financial NA | 193,445 | $6.02M | 0.5% | N/A | 0.593% | |
| 5/10/2024 | First Foundation Advisors | 341,917 | $10.63M | 0.4% | +456.4% | 1.049% | |
| 5/9/2024 | Managed Asset Portfolios LLC | 16,761 | $521K | 0.1% | +55.0% | 0.051% | |
| 5/8/2024 | Bleakley Financial Group LLC | 71,857 | $2.24M | 0.1% | +844.2% | 0.220% | |
| 5/8/2024 | O Dell Group LLC | 242,515 | $7.54M | 1.8% | +1,079.5% | 0.744% | |
|
| 5/8/2024 | Watershed Private Wealth LLC | 114,193 | $3.55M | 1.6% | N/A | 0.350% | |
| 5/7/2024 | GW Henssler & Associates Ltd. | 14,800 | $460K | 0.0% | +13.3% | 0.045% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 60,118 | $1.87M | 0.6% | +17.3% | 0.184% | |
| 5/7/2024 | Smithfield Trust Co | 4,500 | $141K | 0.0% | +104.5% | 0.014% | |
| 5/3/2024 | Smithbridge Asset Management Inc. DE | 92,555 | $2.88M | 0.6% | +1.4% | 0.284% | |
| 5/2/2024 | New England Capital Financial Advisors LLC | 83,324 | $2.59M | 1.5% | N/A | 0.256% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 92,496 | $2.88M | 0.0% | +10.5% | 0.284% | |
| 5/1/2024 | Mission Wealth Management LP | 7,716 | $240K | 0.0% | N/A | 0.025% | |
| 5/1/2024 | Diversify Advisory Services LLC | 16,504 | $512K | 0.0% | N/A | 0.053% | |
| 4/30/2024 | Private Advisor Group LLC | 148,992 | $4.63M | 0.0% | +56.5% | 0.478% | |
| 4/30/2024 | MA Private Wealth | 480,069 | $14.93M | 3.0% | +16.0% | 1.539% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 524,051 | $16.30M | 0.0% | -2.4% | 1.680% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 139,237 | $4.33M | 0.3% | +1.2% | 0.446% | |
| 4/26/2024 | Bogart Wealth LLC | 808,024 | $25.13M | 1.3% | +2.9% | 2.590% | |
| 4/25/2024 | Telos Capital Management Inc. | 16,844 | $524K | 0.1% | +4.1% | 0.054% | |
| 4/24/2024 | Leavell Investment Management Inc. | 91,408 | $2.84M | 0.2% | +17.0% | 0.293% | |
| 4/24/2024 | Krilogy Financial LLC | 79,945 | $2.49M | 0.2% | -3.7% | 0.256% | |
| 4/24/2024 | CENTRAL TRUST Co | 289,437 | $9.00M | 0.2% | -1.2% | 0.928% | |
| 4/24/2024 | Simplicity Wealth LLC | 71,857 | $2.24M | 0.1% | N/A | 0.230% | |
| 4/23/2024 | Mason & Associates Inc | 196,343 | $6.11M | 1.6% | +156.1% | 0.629% | |
| 4/23/2024 | LaFleur & Godfrey LLC | 7,654 | $238K | 0.0% | N/A | 0.025% | |
| 4/23/2024 | Petra Financial Advisors Inc. | 160,715 | $5.00M | 3.7% | +1.0% | 0.515% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 572,572 | $17.81M | 0.0% | +50.2% | 1.835% | |
| 4/22/2024 | Raymond James & Associates | 237,201 | $7.38M | 0.0% | +622.1% | 0.760% | |
| 4/20/2024 | KWB Wealth | 145,018 | $4.51M | 0.6% | +199.8% | 0.465% | |
| 4/19/2024 | Redmont Wealth Advisors LLC | 31,788 | $989K | 1.4% | +59.2% | 0.102% | |
| 4/18/2024 | Breakwater Capital Group | 176,951 | $5.50M | 1.4% | +16.2% | 0.567% | |
| 4/16/2024 | Cypress Wealth Services LLC | 104,347 | $3.25M | 0.8% | -1.3% | 0.334% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 67,315 | $2.09M | 1.0% | +219.9% | 0.216% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 114,970 | $3.58M | 0.1% | +7.4% | 0.368% | |
| 4/11/2024 | ONE Advisory Partners LLC | 153,021 | $4.76M | 2.3% | +49.6% | 1.530% | |
| 4/11/2024 | Buttonwood Financial Group LLC | 132,825 | $4.13M | 2.4% | +100.3% | 1.328% | |
| 4/9/2024 | Richard P Slaughter Associates Inc | 627,146 | $19.50M | 4.7% | +63.6% | 6.271% | |
| 4/5/2024 | Prism Advisors Inc. | 751,186 | $23.36M | 7.0% | +10.7% | 7.512% | |
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| 4/2/2024 | Marotta Asset Management | 553,903 | $17.23M | 3.6% | +18.9% | 5.539% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 93,030 | $2.82M | 1.7% | +325.7% | 0.930% | |
| 2/16/2024 | O Dell Group LLC | 20,560 | $622K | 0.2% | -3.0% | 0.206% | |
| 2/15/2024 | Guardian Wealth Advisors LLC NC | 150,737 | $4.56M | 0.7% | +6.3% | 1.507% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 202,667 | $6.14M | 0.2% | +3.9% | 2.027% | |
| 2/13/2024 | CIBC Private Wealth Group LLC | 231,389 | $7.00M | 0.0% | N/A | 2.314% | |
| 2/13/2024 | Belpointe Asset Management LLC | 30,288 | $917K | 0.1% | -5.2% | 0.303% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 513,945 | $15.56M | 0.3% | N/A | 5.139% | |
| 2/12/2024 | Fortress Wealth Management Inc. | 119,808 | $3.63M | 2.0% | N/A | 1.198% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 71,656 | $2.17M | 0.1% | N/A | 0.717% | |
| 2/12/2024 | Pine Valley Investments Ltd Liability Co | 141,562 | $4.29M | 0.3% | +13.9% | 1.416% | |
| 2/9/2024 | Tidemark LLC | 13,578 | $411K | 0.3% | N/A | 0.136% | |
| 2/9/2024 | CreativeOne Wealth LLC | 14,575 | $441K | 0.0% | +16.1% | 0.146% | |
| 2/9/2024 | D.A. Davidson & CO. | 82,279 | $2.49M | 0.0% | +2.1% | 0.823% | |
| 2/9/2024 | Sachetta LLC | 2,714 | $82K | 0.0% | N/A | 0.027% | |
| 2/9/2024 | UBS Group AG | 457,566 | $13.85M | 0.0% | +22.1% | 4.576% | |
| 2/8/2024 | Managed Asset Portfolios LLC | 10,812 | $327K | 0.0% | N/A | 0.108% | |
| 2/8/2024 | Kickstand Ventures LLC. | 174,054 | $5.27M | 1.5% | +1,005.1% | 1.741% | |
| 2/8/2024 | Wade G W & Inc. | 86,424 | $2.62M | 0.1% | +745.5% | 0.864% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 83,708 | $2.53M | 0.0% | +0.9% | 0.837% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 13,523 | $409K | 0.0% | -6.7% | 0.135% | |
| 2/7/2024 | McKinley Carter Wealth Services Inc. | 137,591 | $4.17M | 0.3% | +31.3% | 1.376% | |
| 2/7/2024 | Smithfield Trust Co | 2,200 | $66K | 0.0% | N/A | 0.022% | |
| 2/7/2024 | Principal Securities Inc. | 2,951 | $89K | 0.0% | N/A | 0.030% | |
| 2/7/2024 | Bogart Wealth LLC | 785,086 | $23.77M | 1.3% | +14.2% | 7.851% | |
| 2/6/2024 | Private Advisor Group LLC | 95,185 | $2.88M | 0.0% | +30.8% | 0.952% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 107,086 | $3.24M | 0.1% | N/A | 1.071% | |
| 2/6/2024 | Sykon Capital LLC | 47,157 | $1.43M | 0.6% | +3.8% | 0.472% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 25,578 | $774K | 0.0% | N/A | 0.256% | |
| 2/1/2024 | Prism Advisors Inc. | 678,842 | $20.55M | 6.6% | -1.1% | 6.788% | |
| 2/1/2024 | Northwest Capital Management Inc | 4,271 | $129K | 0.0% | N/A | 0.043% | |
| 2/1/2024 | Sigma Planning Corp | 20,336 | $616K | 0.0% | -41.0% | 0.203% | |
| 2/1/2024 | CWM LLC | 4,271 | $129K | 0.0% | N/A | 0.043% | |
| 1/31/2024 | Redmont Wealth Advisors LLC | 19,969 | $604K | 0.9% | +4.9% | 0.200% | |
| 1/31/2024 | Telos Capital Management Inc. | 16,173 | $490K | 0.1% | +16.2% | 0.162% | |
| 1/29/2024 | Simplicity Solutions LLC | 7,610 | $230K | 0.0% | N/A | 0.076% | |
| 1/29/2024 | Valeo Financial Advisors LLC | 20,606 | $624K | 0.0% | -24.2% | 0.206% | |
| 1/29/2024 | Petra Financial Advisors Inc. | 159,113 | $4.82M | 4.0% | -0.6% | 1.591% | |
| 1/26/2024 | Krilogy Financial LLC | 83,026 | $2.51M | 0.2% | +2.2% | 0.830% | |
| 1/26/2024 | ONE Advisory Partners LLC | 102,295 | $3.10M | 1.6% | N/A | 1.023% | |
| 1/25/2024 | MA Private Wealth | 413,766 | $12.53M | 2.7% | N/A | 4.138% | |
| 1/25/2024 | Eastern Bank | 446,995 | $13.53M | 0.6% | +2.6% | 4.470% | |
| 1/25/2024 | Bleakley Financial Group LLC | 7,610 | $230K | 0.0% | N/A | 0.076% | |
| 1/24/2024 | CENTRAL TRUST Co | 292,888 | $8.87M | 0.2% | +1.7% | 2.929% | |
| 1/24/2024 | Allworth Financial LP | 1,230 | $37K | 0.0% | N/A | 0.012% | |
| 1/24/2024 | Breakwater Capital Group | 152,296 | $4.44M | 1.3% | +15.1% | 1.523% | |
| 1/23/2024 | Leavell Investment Management Inc. | 78,098 | $2.36M | 0.2% | +32.7% | 0.781% | |
| 1/23/2024 | Planning Alternatives Ltd. ADV | 266,744 | $8.07M | 1.4% | +1.8% | 2.667% | |
| 1/23/2024 | Coastline Trust Co | 17,902 | $542K | 0.1% | N/A | 0.179% | |
| 1/18/2024 | Highland Financial Advisors LLC | 106,273 | $3.22M | 1.4% | N/A | 1.063% | |
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| 1/18/2024 | WealthCare Investment Partners LLC | 21,045 | $632K | 0.3% | N/A | 0.210% | |
| 1/18/2024 | First National Corp MA ADV | 75,961 | $2.30M | 0.6% | +2.4% | 0.760% | |
| 1/18/2024 | Sebold Capital Management Inc. | 93,592 | $2.83M | 2.1% | -19.1% | 0.936% | |
| 1/17/2024 | Mason & Associates Inc | 76,669 | $2.32M | 0.7% | +4.5% | 0.767% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 381,125 | $11.54M | 0.0% | +18.8% | 3.811% | |
| 1/16/2024 | Raymond James & Associates | 32,847 | $994K | 0.0% | N/A | 0.328% | |
| 1/16/2024 | CoreCap Advisors LLC | 30,519 | $924K | 0.1% | +15.4% | 0.305% | |
| 1/12/2024 | GPS Wealth Strategies Group LLC | 12,627 | $382K | 0.1% | N/A | 0.126% | |
| 1/11/2024 | Cypress Wealth Services LLC | 105,765 | $3.20M | 0.8% | N/A | 1.058% | |
| 1/11/2024 | KWB Wealth | 48,374 | $1.46M | 0.2% | N/A | 0.484% | |
