| 11/18/2024 | Main Line Retirement Advisors LLC | 524,865 | $14.16M | 9.7% | +5.0% | 0.563% | |
| 11/15/2024 | Continuum Advisory LLC | 62,144 | $1.58M | 0.2% | +11.0% | 0.067% | |
| 11/15/2024 | MML Investors Services LLC | 804,604 | $21.70M | 0.1% | +9.4% | 0.863% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 1,355,163 | $36.55M | 0.8% | -6.1% | 1.454% | |
| 11/15/2024 | Zacks Investment Management | 13,547 | $365K | 0.0% | +14.9% | 0.015% | |
| 11/15/2024 | Jane Street Group LLC | 296,222 | $7.99M | 0.0% | +64.4% | 0.318% | |
|
| 11/15/2024 | Stifel Financial Corp | 1,267,524 | $34.19M | 0.0% | -9.7% | 1.360% | |
| 11/15/2024 | Quantinno Capital Management LP | 11,517 | $311K | 0.0% | +46.0% | 0.012% | |
| 11/15/2024 | Investmark Advisory Group LLC | 104,624 | $2.82M | 1.4% | +5.0% | 0.112% | |
| 11/15/2024 | HighTower Advisors LLC | 538,773 | $14.53M | 0.0% | +1.8% | 0.578% | |
| 11/15/2024 | Benjamin Edwards Inc. | 50,307 | $1.36M | 0.0% | N/A | 0.054% | |
| 11/14/2024 | Captrust Financial Advisors | 9,184,315 | $247.70M | 0.7% | +10.5% | 9.854% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 38,069 | $1.03M | 0.0% | +1.4% | 0.041% | |
| 11/14/2024 | CWS Financial Advisors LLC | 30,517 | $823K | 0.3% | +18.4% | 0.033% | |
| 11/14/2024 | National Wealth Management Group LLC | 202,438 | $5.46M | 3.7% | +4.4% | 0.217% | |
| 11/13/2024 | D.A. Davidson & CO. | 553,593 | $14.93M | 0.1% | +7.5% | 0.594% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 513,325 | $13.84M | 1.9% | +4.8% | 0.551% | |
| 11/12/2024 | Cerity Partners LLC | 3,366,439 | $90.79M | 0.2% | +17.8% | 3.612% | |
| 11/12/2024 | Stonebrook Private Inc. | 20,761 | $560K | 0.1% | +2.6% | 0.022% | |
| 11/12/2024 | Mason Investment Advisory Services Inc. | 8,446 | $228K | 0.0% | +6.1% | 0.009% | |
| 11/8/2024 | Prospera Financial Services Inc | 9,357 | $252K | 0.0% | +15.6% | 0.010% | |
| 11/6/2024 | Natixis Advisors LLC | 28,756 | $776K | 0.0% | +2.8% | 0.031% | |
| 11/6/2024 | Vawter Financial Ltd. | 297,307 | $8.02M | 4.9% | +6.4% | 0.319% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 73,528 | $1.98M | 0.0% | +8.8% | 0.079% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 8,402 | $227K | 0.0% | N/A | 0.009% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 181,316 | $4.89M | 0.4% | +164.0% | 0.195% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 82,938 | $2.24M | 0.0% | +9.8% | 0.089% | |
| 11/5/2024 | Simmons Bank | 10,362 | $279K | 0.0% | N/A | 0.011% | |
| 11/5/2024 | Souders Financial Advisors | 426,966 | $11.52M | 1.6% | -10.1% | 0.458% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 70,913 | $1.91M | 0.0% | -3.8% | 0.076% | |
| 11/5/2024 | First Heartland Consultants Inc. | 9,395 | $253K | 0.0% | +13.9% | 0.010% | |
| 11/5/2024 | Harbour Investments Inc. | 28,575 | $771K | 0.0% | -12.2% | 0.031% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 24,309 | $656K | 0.0% | +12.0% | 0.026% | |
| 11/4/2024 | Colonial River Investments LLC | 8,212 | $221K | 0.1% | -5.7% | 0.009% | |
| 11/4/2024 | Round Rock Advisors LLC | 29,794 | $804K | 0.2% | -9.7% | 0.032% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 343,123 | $9.25M | 0.2% | +2.5% | 0.368% | |
| 11/2/2024 | Transcendent Capital Group LLC | 47,336 | $1.28M | 0.7% | +1,453.5% | 0.051% | |
| 10/31/2024 | Sittner & Nelson LLC | 46,334 | $1.25M | 0.6% | +11.4% | 0.050% | |
| 10/31/2024 | Consolidated Planning Corp | 1,184,554 | $31.95M | 4.8% | +2.2% | 1.271% | |
| 10/31/2024 | Woodmont Investment Counsel LLC | 19,938 | $538K | 0.0% | +12.4% | 0.021% | |
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| 10/30/2024 | Ameritas Advisory Services LLC | 130,725 | $3.53M | 0.2% | +17.1% | 0.140% | |
| 10/30/2024 | TKG Advisors LLC | 232,992 | $6.28M | 3.1% | +1.8% | 0.250% | |
| 10/29/2024 | Lodestone Wealth Management LLC | 108,264 | $2.92M | 1.4% | -5.5% | 0.116% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 1,232,669 | $33.25M | 2.4% | +8.6% | 1.323% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 1,024,151 | $27.62M | 0.1% | +8.4% | 1.099% | |
| 10/29/2024 | Royal Harbor Partners LLC | 293,271 | $7.91M | 3.1% | -51.2% | 0.315% | |
| 10/29/2024 | Fullcircle Wealth LLC | 43,337 | $1.14M | 0.5% | +18.6% | 0.046% | |
| 10/25/2024 | 1620 Investment Advisors Inc. | 995 | $27K | 0.0% | N/A | 0.001% | |
| 10/25/2024 | Lodestar Private Asset Management LLC | 17,691 | $477K | 0.1% | +8.9% | 0.019% | |
| 10/25/2024 | Valmark Advisers Inc. | 117,256 | $3.16M | 0.0% | +8.1% | 0.126% | |
| 10/25/2024 | Farmers & Merchants Investments Inc. | 11,350 | $306K | 0.0% | N/A | 0.012% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 139,087 | $3.75M | 2.2% | +3.1% | 0.149% | |
| 10/24/2024 | Barnes Pettey Financial Advisors LLC | 41,794 | $1.13M | 0.9% | +83.4% | 0.045% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 445,246 | $12.01M | 0.0% | +2.8% | 0.478% | |
| 10/23/2024 | Trueblood Wealth Management LLC | 41,070 | $1.11M | 0.6% | +32.6% | 0.044% | |
| 10/23/2024 | Financial Management Network Inc. | 438,308 | $11.77M | 2.5% | +8.0% | 0.470% | |
| 10/23/2024 | Signature Resources Capital Management LLC | 8,551 | $231K | 0.2% | +9.6% | 0.009% | |
| 10/22/2024 | International Assets Investment Management LLC | 447,379 | $120.66M | 0.0% | +2,376.5% | 0.480% | |
| 10/22/2024 | SOL Capital Management CO | 942,763 | $25.43M | 2.8% | +3.1% | 1.012% | |
| 10/22/2024 | Sterling Investment Counsel LLC | 604,377 | $16.30M | 5.8% | +1.6% | 0.648% | |
| 10/22/2024 | Private Advisor Group LLC | 1,007,307 | $27.17M | 0.2% | +45.3% | 1.081% | |
| 10/21/2024 | DeDora Capital Inc. | 599,639 | $16.17M | 4.5% | +2.2% | 0.643% | |
| 10/21/2024 | Trilogy Capital Inc. | 10,727 | $289K | 0.0% | N/A | 0.012% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 136,090 | $3.67M | 0.3% | +6.9% | 0.146% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 2,989,928 | $80.64M | 0.1% | +10.8% | 3.208% | |
| 10/18/2024 | Raymond James & Associates | 2,169,378 | $58.51M | 0.0% | +11.5% | 2.328% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 58,415 | $1.58M | 0.1% | +2.3% | 0.063% | |
| 10/16/2024 | Bleakley Financial Group LLC | 534,737 | $14.42M | 0.4% | -9.1% | 0.574% | |
| 10/16/2024 | Armstrong Fleming & Moore Inc | 655,248 | $17.67M | 10.3% | +7.3% | 0.703% | |
| 10/16/2024 | Good Life Advisors LLC | 43,552 | $1.18M | 0.1% | +225.7% | 0.047% | |
| 10/16/2024 | Avaii Wealth Management LLC | 27,900 | $752K | 0.4% | +7.2% | 0.030% | |
| 10/16/2024 | Summit Investment Advisory Services LLC | 14,726 | $397K | 0.2% | N/A | 0.016% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 43,877 | $1.18M | 0.1% | +10.1% | 0.047% | |
| 10/16/2024 | Clearview Wealth Advisors LLC | 150,637 | $4.06M | 3.1% | +14.3% | 0.162% | |
| 10/16/2024 | Bill Few Associates Inc. | 83,562 | $2.25M | 0.8% | +9.7% | 0.090% | |
| 10/16/2024 | Opal Wealth Advisors LLC | 12,873 | $347K | 0.1% | -3.5% | 0.014% | |
| 10/15/2024 | NBC Securities Inc. | 81,508 | $2.20M | 0.2% | -1.7% | 0.087% | |
| 10/15/2024 | Cornell Pochily Investment Advisors Inc. | 46,648 | $1.26M | 0.4% | +7.1% | 0.050% | |
| 10/11/2024 | Adamsbrown Wealth Consultants LLC | 7,561 | $204K | 0.1% | N/A | 0.008% | |
| 10/11/2024 | Procyon Advisors LLC | 86,994 | $2.35M | 0.2% | +0.7% | 0.093% | |
| 10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 6,885 | $186K | 0.1% | +124.6% | 0.007% | |
| 10/10/2024 | McGlone Suttner Wealth Management Inc. | 502,137 | $13.54M | 2.8% | -9.6% | 0.539% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 512,298 | $13.82M | 1.2% | +1.4% | 0.550% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 7,816 | $211K | 0.0% | +42.4% | 0.008% | |
| 10/10/2024 | Brown Miller Wealth Management LLC | 150,964 | $4.07M | 1.6% | +2.2% | 0.162% | |
| 10/10/2024 | CRA Financial Services LLC | 44,150 | $1.19M | 0.2% | +120.4% | 0.047% | |
| 10/8/2024 | CWM LLC | 60,157 | $1.62M | 0.0% | +8.3% | 0.065% | |
| 10/8/2024 | Daymark Wealth Partners LLC | 334,214 | $9.01M | 0.3% | +15.1% | 0.359% | |
| 10/8/2024 | First National Corp MA ADV | 17,441 | $470K | 0.1% | +14.8% | 0.019% | |
| 10/8/2024 | Olistico Wealth LLC | 66,358 | $1.79M | 1.1% | +8.8% | 0.071% | |
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| 10/8/2024 | Atomi Financial Group Inc. | 14,417 | $389K | 0.0% | -61.2% | 0.015% | |
| 10/8/2024 | Advance Capital Management Inc. | 15,312 | $413K | 0.0% | -31.3% | 0.016% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 81,919 | $2.21M | 0.1% | +12.1% | 0.088% | |
| 10/8/2024 | Skyline Advisors Inc. | 9,417 | $254K | 0.1% | N/A | 0.010% | |
| 10/8/2024 | Aprio Wealth Management LLC | 297,771 | $8.03M | 1.3% | N/A | 0.319% | |
| 10/7/2024 | Eagle Rock Investment Company LLC | 18,797 | $507K | 0.1% | +5.1% | 0.020% | |
| 10/5/2024 | Inspirion Wealth Advisors LLC | 1,364,506 | $36.80M | 5.1% | +58.2% | 1.464% | |
| 10/5/2024 | Eclectic Associates Inc. ADV | 1,242,405 | $33.51M | 13.2% | +1.3% | 1.333% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 24,914 | $672K | 0.4% | +104.4% | 0.027% | |
| 10/3/2024 | Delta Financial Group Inc. | 230,862 | $6.23M | 2.3% | +24.5% | 0.248% | |
