| 11/15/2024 | MML Investors Services LLC | 3,115 | $316K | 0.0% | -13.3% | 0.072% | |
| 11/15/2024 | Jane Street Group LLC | 73,066 | $7.41M | 0.0% | +356.4% | 1.680% | |
| 11/14/2024 | Flow Traders U.S. LLC | 21,075 | $2.14M | 0.1% | N/A | 0.484% | |
| 11/12/2024 | Wescott Financial Advisory Group LLC | 617,037 | $62.58M | 6.7% | +6.0% | 14.185% | |
| 11/12/2024 | GenTrust LLC | 40,521 | $4.11M | 0.2% | -12.7% | 0.932% | |
| 11/8/2024 | Silver Oak Advisory Group Inc. | 19,511 | $1.98M | 1.0% | +6.3% | 0.449% | |
|
| 11/6/2024 | OneDigital Investment Advisors LLC | 4,121 | $418K | 0.0% | +10.0% | 0.095% | |
| 11/6/2024 | Diversified Portfolios Inc. | 29,728 | $3.02M | 0.3% | -2.7% | 0.683% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 3,105 | $315K | 0.0% | +6.3% | 0.071% | |
| 11/5/2024 | Haverford Trust Co | 12,386 | $1.26M | 0.0% | +8.5% | 0.285% | |
| 11/5/2024 | Savvy Advisors Inc. | 9,292 | $942K | 0.2% | +4.5% | 0.214% | |
| 11/1/2024 | Atria Investments Inc | 4,601 | $467K | 0.0% | +90.8% | 0.106% | |
| 11/1/2024 | Essex Savings Bank | 2,490 | $253K | 0.1% | N/A | 0.057% | |
| 11/1/2024 | Oxbow Advisors LLC | 5,619 | $570K | 0.1% | N/A | 0.129% | |
| 11/1/2024 | Stone Point Wealth LLC | 5,792 | $587K | 0.2% | -3.9% | 0.133% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 2,758 | $280K | 0.0% | N/A | 0.063% | |
| 10/30/2024 | Capital Investment Services of America Inc. | 96,170 | $9.75M | 0.9% | +3.9% | 2.211% | |
| 10/29/2024 | Carmichael Hill & Associates Inc. | 299 | $30K | 0.0% | N/A | 0.007% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 18,065 | $1.83M | 0.2% | +25.6% | 0.415% | |
| 10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 3,010 | $305K | 0.0% | -14.0% | 0.069% | |
| 10/25/2024 | JFS Wealth Advisors LLC | 2,000 | $203K | 0.0% | N/A | 0.046% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 99,401 | $10.08M | 0.0% | +25.2% | 2.285% | |
| 10/22/2024 | Private Advisor Group LLC | 11,115 | $1.13M | 0.0% | -5.1% | 0.256% | |
| 10/22/2024 | RCS Financial Planning LLC | 6,990 | $709K | 0.4% | +13.1% | 0.161% | |
| 10/22/2024 | Eastern Bank | 908 | $92K | 0.0% | N/A | 0.021% | |
| 10/21/2024 | Trellis Wealth Advisors LLC | 3,636 | $369K | 0.2% | -7.0% | 0.084% | |
| 10/21/2024 | Integrity Wealth Solutions LLC | 2,655 | $269K | 0.2% | -23.0% | 0.061% | |
| 10/16/2024 | Avaii Wealth Management LLC | 2,957 | $300K | 0.2% | -18.0% | 0.068% | |
| 10/16/2024 | Mayport LLC | 24,919 | $2.53M | 0.8% | +20.8% | 0.573% | |
| 10/16/2024 | Annapolis Financial Services LLC | 557 | $56K | 0.0% | +31.7% | 0.013% | |
| 10/10/2024 | CVA Family Office LLC | 2,085 | $211K | 0.0% | +1,778.4% | 0.048% | |
| 10/10/2024 | Retirement Planning Group LLC | 1,977 | $201K | 0.0% | N/A | 0.045% | |
| 10/9/2024 | San Luis Wealth Advisors LLC | 94,370 | $9.57M | 2.0% | +36.3% | 2.169% | |
| 10/8/2024 | Daymark Wealth Partners LLC | 10,505 | $1.07M | 0.0% | +16.6% | 0.241% | |
| 10/8/2024 | ACT Wealth Management LLC | 6,071 | $616K | 0.3% | N/A | 0.140% | |
| 10/7/2024 | Lakewood Asset Management LLC | 4,845 | $491K | 0.3% | +27.1% | 0.111% | |
| 10/5/2024 | Eclectic Associates Inc. ADV | 2,614 | $265K | 0.1% | N/A | 0.060% | |
| 10/2/2024 | Kades & Cheifetz LLC | 45,564 | $4.62M | 2.6% | +5.4% | 1.047% | |
| 8/22/2024 | Cetera Investment Advisers | 16,252 | $1.63M | 0.0% | +27.9% | 0.374% | |
| 8/15/2024 | Beaird Harris Wealth Management LLC | 177,768 | $17.79M | 1.7% | -2.5% | 4.087% | |
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| 8/15/2024 | Daymark Wealth Partners LLC | 9,010 | $902K | 0.0% | +138.9% | 0.207% | |
| 8/14/2024 | Wescott Financial Advisory Group LLC | 581,904 | $58.23M | 6.8% | +7.9% | 13.377% | |
| 8/14/2024 | Bridgewealth Advisory Group LLC | 8,523 | $853K | 0.4% | N/A | 0.196% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 12,217 | $1.22M | 0.0% | +484.0% | 0.281% | |
| 8/10/2024 | Firestone Capital Management | 27,911 | $2.79M | 0.8% | +57.3% | 0.642% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 2,920 | $292K | 0.0% | +34.7% | 0.067% | |
| 8/5/2024 | Private Advisor Group LLC | 11,711 | $1.17M | 0.0% | +19.3% | 0.269% | |
| 8/3/2024 | MGO Private Wealth LLC | 13,433 | $1.34M | 0.8% | N/A | 0.309% | |
| 8/2/2024 | Silver Oak Advisory Group Inc. | 18,357 | $1.84M | 1.0% | +7.2% | 0.422% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,483 | $949K | 0.0% | -10.9% | 0.218% | |
| 7/31/2024 | Rothschild Investment LLC | 500 | $50K | 0.0% | N/A | 0.011% | |
| 7/30/2024 | Trellis Wealth Advisors LLC | 3,911 | $391K | 0.2% | N/A | 0.090% | |
| 7/30/2024 | Sterling Financial Planning Inc. | 19,070 | $1.91M | 0.8% | -12.1% | 0.438% | |
| 7/29/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 3,500 | $350K | 0.0% | N/A | 0.080% | |
| 7/25/2024 | RFP Financial Group LLC | 2,618 | $262K | 0.1% | -46.8% | 0.060% | |
| 7/24/2024 | Family Firm Inc. | 2,012 | $201K | 0.0% | N/A | 0.046% | |
| 7/23/2024 | Diversified Portfolios Inc. | 30,540 | $3.06M | 0.4% | -18.5% | 0.702% | |
| 7/22/2024 | RCS Financial Planning LLC | 6,182 | $619K | 0.4% | +4.0% | 0.142% | |
| 7/20/2024 | Capital Investment Services of America Inc. | 92,570 | $9.26M | 0.9% | +15.2% | 2.128% | |
| 7/19/2024 | Raymond James & Associates | 51,379 | $5.14M | 0.0% | +5.3% | 1.181% | |
| 7/18/2024 | Sinecera Capital LLC | 9,961 | $997K | 1.3% | +28.0% | 0.229% | |
| 7/18/2024 | Lakewood Asset Management LLC | 3,812 | $381K | 0.3% | +58.2% | 0.088% | |
| 7/18/2024 | Mayport LLC | 20,633 | $2.07M | 0.7% | +24.8% | 0.474% | |
| 7/17/2024 | Annapolis Financial Services LLC | 423 | $42K | 0.0% | +57.8% | 0.010% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 79,410 | $7.95M | 0.0% | +12.6% | 1.826% | |
| 7/13/2024 | Evanson Asset Management LLC | 25,558 | $2.56M | 0.2% | +1.9% | 0.588% | |
| 7/2/2024 | Massmutual Trust Co. FSB ADV | 8,118 | $812K | 0.0% | N/A | 0.187% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 182,318 | $18.36M | 1.8% | -0.5% | 4.191% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 37,740 | $3.80M | 0.3% | N/A | 0.868% | |
| 5/9/2024 | RFP Financial Group LLC | 4,924 | $496K | 0.2% | -28.8% | 0.113% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 4,539 | $457K | 0.0% | +6.0% | 0.104% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,258 | $227K | 0.0% | -45.8% | 0.052% | |
| 5/6/2024 | Kades & Cheifetz LLC | 37,424 | $3.77M | 2.4% | +91.7% | 0.940% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 17,119 | $1.72M | 1.0% | +7.5% | 0.430% | |
| 5/2/2024 | Graypoint LLC | 16,400 | $1.65M | 0.1% | N/A | 0.412% | |
| 5/2/2024 | Haverford Trust Co | 10,500 | $1.06M | 0.0% | N/A | 0.264% | |
| 5/2/2024 | Whitegate Investment Counselors Inc. | 26,580 | $2.68M | 0.8% | +11.9% | 0.668% | |
| 4/30/2024 | Private Advisor Group LLC | 9,816 | $988K | 0.0% | +17.2% | 0.247% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 10,646 | $1.07M | 0.0% | +37.8% | 0.267% | |
| 4/22/2024 | Raymond James & Associates | 48,793 | $4.91M | 0.0% | +2.5% | 1.226% | |
| 4/22/2024 | Lakewood Asset Management LLC | 2,409 | $243K | 0.2% | N/A | 0.061% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 3,430 | $345K | 0.2% | -6.4% | 0.205% | |
| 4/17/2024 | Annapolis Financial Services LLC | 268 | $27K | 0.0% | N/A | 0.016% | |
| 4/16/2024 | Financial Management Professionals Inc. | 700 | $70K | 0.0% | +133.3% | 0.042% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 70,531 | $7.10M | 0.0% | N/A | 4.223% | |
| 4/15/2024 | Sinecera Capital LLC | 7,784 | $784K | 1.1% | +20.9% | 0.466% | |
| 4/15/2024 | Bowman & Co S.C. | 9,715 | $978K | 0.6% | N/A | 0.582% | |
| 4/13/2024 | Evanson Asset Management LLC | 25,091 | $2.53M | 0.2% | +412.1% | 1.502% | |
| 4/11/2024 | Single Point Partners LLC | 9,864 | $993K | 0.2% | +2.1% | 0.591% | |
| 2/27/2024 | Beaird Harris Wealth Management LLC | 183,190 | $18.58M | 1.9% | +544.8% | 10.969% | |
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| 2/14/2024 | Brown Wealth Management LLC | 2,507 | $254K | 0.1% | N/A | 0.150% | |
| 2/14/2024 | Watchman Group Inc. | 7,356 | $746K | 0.2% | +4.5% | 0.440% | |
| 2/14/2024 | Wescott Financial Advisory Group LLC | 481,044 | $48.78M | 6.8% | +5.6% | 28.805% | |
| 2/13/2024 | Laurel Wealth Advisors LLC | 3,451 | $350K | 0.1% | N/A | 0.207% | |
| 2/13/2024 | Landmark Financial Advisors LLC | 53,118 | $5.39M | 1.9% | +11.2% | 3.181% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 3,050 | $309K | 0.1% | N/A | 0.183% | |
| 2/12/2024 | Fiduciary Trust Co | 3,977 | $403K | 0.0% | N/A | 0.238% | |
| 2/8/2024 | Integrity Wealth Solutions LLC | 3,664 | $372K | 0.3% | N/A | 0.219% | |
| 2/8/2024 | RCS Financial Planning LLC | 5,942 | $603K | 0.4% | -41.7% | 0.356% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,169 | $423K | 0.0% | N/A | 0.250% | |
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