| 5/31/2024 | Maxwell Wealth Strategies Inc. | 4,738 | $566K | 0.3% | +18.7% | 0.003% | |
| 5/30/2024 | Peninsula Wealth LLC | 18,927 | $2.22M | 0.3% | N/A | 0.013% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 1,926 | $226K | 0.0% | N/A | 0.001% | |
| 5/29/2024 | Garde Capital Inc. | 24,588 | $2.88M | 0.2% | -1.0% | 0.017% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 229,193 | $26.86M | 0.1% | -15.0% | 0.157% | |
| 5/24/2024 | Cetera Advisors LLC | 108,457 | $12.71M | 0.1% | +38.2% | 0.074% | |
|
| 5/24/2024 | Cetera Investment Advisers | 365,085 | $42.79M | 0.1% | +564.8% | 0.250% | |
| 5/21/2024 | Atria Investments Inc | 83,266 | $9.76M | 0.1% | +34.6% | 0.057% | |
| 5/21/2024 | LRI Investments LLC | 289 | $34K | 0.0% | N/A | 0.000% | |
| 5/20/2024 | Pacific Center for Financial Services | 442 | $52K | 0.0% | N/A | 0.000% | |
| 5/20/2024 | Cim LLC | 12,219 | $1.43M | 0.2% | -6.1% | 0.008% | |
| 5/17/2024 | William Howard & Co Financial Advisors Inc | 22,566 | $2.65M | 2.5% | N/A | 0.015% | |
| 5/17/2024 | Comerica Bank | 63,106 | $7.40M | 0.0% | -19.6% | 0.043% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 3,097 | $363K | 0.0% | N/A | 0.002% | |
| 5/16/2024 | Sweeney & Michel LLC | 10,627 | $1.26M | 0.6% | N/A | 0.007% | |
| 5/15/2024 | SVB Wealth LLC | 9,333 | $1.09M | 0.0% | -1.5% | 0.006% | |
| 5/15/2024 | Talisman Wealth Advisors LLC | 8,652 | $1.01M | 1.3% | -2.1% | 0.006% | |
| 5/15/2024 | Kestra Advisory Services LLC | 219,370 | $25.71M | 0.2% | +95.1% | 0.150% | |
| 5/15/2024 | LRI Investments LLC | 289 | $34K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Linscomb Wealth Inc. | 4,257 | $499K | 0.0% | +38.9% | 0.003% | |
| 5/15/2024 | Quadrature Capital Ltd | 10,360 | $1.21M | 0.0% | N/A | 0.007% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 52,539 | $6.16M | 0.0% | -0.6% | 0.036% | |
| 5/14/2024 | EP Wealth Advisors LLC | 13,140 | $1.54M | 0.0% | +7.6% | 0.009% | |
| 5/14/2024 | Vident Advisory LLC | 25,269 | $2.96M | 0.1% | +19.1% | 0.017% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 8,735 | $1.02M | 0.6% | -4.5% | 0.006% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 301 | $35K | 0.0% | N/A | 0.000% | |
| 5/13/2024 | Clearbridge Investments LLC | 6,265 | $734K | 0.0% | -98.1% | 0.004% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 8,643 | $1.01M | 0.1% | -25.6% | 0.006% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 10,897 | $1.28M | 0.0% | +28.6% | 0.007% | |
| 5/11/2024 | Mark Sheptoff Financial Planning LLC | 457 | $54K | 0.0% | +37.7% | 0.000% | |
| 5/10/2024 | Osaic Holdings Inc. | 310,994 | $36.46M | 0.1% | +2.1% | 0.213% | |
| 5/10/2024 | TIAA Trust National Association | 29,514 | $3.46M | 0.0% | -0.5% | 0.020% | |
| 5/10/2024 | GM Advisory Group LLC | 5,331 | $625K | 0.0% | -11.6% | 0.004% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 10,339 | $1.21M | 0.0% | -3.2% | 0.007% | |
| 5/9/2024 | Blair William & Co. IL | 192,264 | $22.54M | 0.1% | -3.1% | 0.132% | |
| 5/9/2024 | Coho Partners Ltd. | 185,275 | $21.72M | 0.5% | +29.0% | 0.127% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 28,954 | $3.39M | 0.1% | +65.7% | 0.020% | |
| 5/9/2024 | Wealthquest Corp | 7,418 | $869K | 0.1% | -1.6% | 0.005% | |
| 5/9/2024 | Planning Directions Inc. | 23,292 | $2.73M | 1.9% | -2.1% | 0.016% | |
| 5/9/2024 | SageView Advisory Group LLC | 55,683 | $6.53M | 0.3% | +787.5% | 0.038% | |
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| 5/9/2024 | Endowment Wealth Management Inc. | 21,995 | $2.58M | 1.9% | +141.2% | 0.015% | |
| 5/8/2024 | Bleakley Financial Group LLC | 1,865 | $219K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Neumann Capital Management LLC | 29,700 | $3.48M | 1.2% | -3.6% | 0.020% | |
| 5/8/2024 | US Bancorp DE | 37,709 | $4.42M | 0.0% | -4.7% | 0.026% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 50,639 | $5.94M | 0.6% | -32.5% | 0.035% | |
| 5/7/2024 | Verus Capital Partners LLC | 5,002 | $586K | 0.1% | +135.7% | 0.003% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 14,009 | $1.64M | 0.3% | -1.6% | 0.010% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 84,900 | $9.95M | 0.4% | +23.3% | 0.058% | |
| 5/7/2024 | BOS Asset Management LLC | 54,447 | $6.38M | 3.4% | N/A | 0.037% | |
| 5/7/2024 | Facet Wealth Inc. | 970,736 | $113.72M | 3.8% | +5.8% | 0.666% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 25,682 | $3.01M | 1.5% | +1.2% | 0.018% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 37,084 | $4.35M | 1.8% | -5.7% | 0.025% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 10,059 | $1.18M | 0.0% | +0.9% | 0.007% | |
| 5/7/2024 | PFG Advisors | 14,435 | $1.69M | 0.1% | -2.8% | 0.010% | |
| 5/7/2024 | Motive Wealth Advisors | 61,863 | $7.25M | 4.4% | +116.9% | 0.042% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 28,619 | $3.35M | 0.0% | N/A | 0.020% | |
| 5/6/2024 | Mitchell Capital Management Co. | 8,270 | $969K | 0.2% | -88.0% | 0.006% | |
| 5/6/2024 | Financial Council LLC | 92,593 | $10.85M | 6.4% | -1.9% | 0.064% | |
| 5/4/2024 | 9258 Wealth Management LLC | 6,661 | $781K | 0.1% | -1.4% | 0.005% | |
| 5/4/2024 | Csenge Advisory Group | 28,816 | $3.38M | 0.2% | +9.3% | 0.020% | |
| 5/3/2024 | GSA Capital Partners LLP | 3,707 | $434K | 0.0% | N/A | 0.003% | |
| 5/2/2024 | Hudock Inc. | 134,067 | $15.71M | 3.5% | -1.2% | 0.092% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 3,338 | $391K | 0.3% | N/A | 0.002% | |
| 5/2/2024 | Quent Capital LLC | 73,384 | $8.60M | 1.0% | +1.4% | 0.050% | |
| 5/2/2024 | Vantage Financial Partners LLC | 101,916 | $11.95M | 3.2% | +2.8% | 0.070% | |
| 5/2/2024 | Lincoln National Corp | 51,842 | $6.08M | 0.1% | +77.1% | 0.036% | |
| 5/2/2024 | Presilium Private Wealth LLC | 9,420 | $1.10M | 0.3% | -9.3% | 0.006% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 7,815 | $916K | 0.2% | +12.5% | 0.005% | |
| 5/2/2024 | Palisade Asset Management LLC | 840 | $98K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 52,640 | $6.17M | 0.0% | +54.2% | 0.036% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 8,722 | $1.02M | 0.7% | -7.8% | 0.006% | |
| 5/1/2024 | Blue Trust Inc. | 1,463,021 | $171.48M | 2.4% | +0.8% | 1.003% | |
| 5/1/2024 | Oak Ridge Investments LLC | 3,416 | $400K | 0.0% | -66.6% | 0.002% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 6,855 | $804K | 0.1% | +4.0% | 0.005% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 1,709 | $200K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 10,349 | $1.21M | 0.0% | +199.7% | 0.007% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 16,664 | $1.95M | 0.0% | +4.0% | 0.011% | |
| 5/1/2024 | Diversify Advisory Services LLC | 3,710 | $435K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Private Advisor Group LLC | 181,420 | $21.26M | 0.2% | +0.6% | 0.124% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 9,521 | $1.12M | 0.1% | +32.2% | 0.007% | |
| 4/30/2024 | SpiderRock Advisors LLC | 4,900 | $567K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Foundry Financial Group Inc. | 44,693 | $5.24M | 3.7% | +8.8% | 0.031% | |
| 4/30/2024 | Mitchell Sinkler & Starr PA | 920 | $108K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 11,879 | $1.39M | 0.5% | -3.6% | 0.008% | |
| 4/30/2024 | JMG Financial Group Ltd. | 26,181 | $3.07M | 0.1% | -10.8% | 0.018% | |
| 4/30/2024 | Perigon Wealth Management LLC | 66,627 | $7.81M | 0.2% | -5.4% | 0.046% | |
| 4/30/2024 | Madison Wealth Partners Inc | 342,335 | $40.13M | 14.5% | +0.5% | 0.235% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 1,431 | $168K | 0.0% | -94.0% | 0.001% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,317,572 | $154.43M | 0.3% | +3.4% | 0.904% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 376 | $44K | 0.0% | +41.4% | 0.000% | |
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| 4/29/2024 | Benjamin Edwards Inc. | 5,284 | $619K | 0.1% | -5.3% | 0.004% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 596,250 | $69.89M | 1.3% | -0.4% | 0.409% | |
| 4/29/2024 | Seascape Capital Management | 4,082 | $478K | 0.2% | -6.0% | 0.003% | |
| 4/29/2024 | RWA Wealth Partners LLC | 139,370 | $16.34M | 0.2% | -6.1% | 0.096% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 3,780 | $443K | 0.0% | +40.5% | 0.003% | |
| 4/29/2024 | Brio Consultants LLC | 82,718 | $9.70M | 1.6% | -4.3% | 0.057% | |
| 4/27/2024 | Phoenix Wealth Advisors | 51,858 | $6.08M | 3.7% | -18.4% | 0.036% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 13,744 | $1.61M | 0.7% | -3.0% | 0.009% | |
| 4/26/2024 | BLB&B Advisors LLC | 1,751 | $205K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 9,784 | $1.10M | 0.5% | -8.2% | 0.007% | |
