| 5/15/2024 | Fairview Capital Investment Management LLC | 178,494 | $11.40M | 0.6% | +5.9% | 0.272% | |
| 5/14/2024 | JT Stratford LLC | 11,578 | $739K | 0.1% | +26.7% | 0.018% | |
| 5/14/2024 | EP Wealth Advisors LLC | 482,239 | $30.79M | 0.4% | +7.1% | 0.734% | |
| 5/14/2024 | CreativeOne Wealth LLC | 3,898 | $249K | 0.0% | N/A | 0.006% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 174,166 | $11.12M | 2.9% | -91.7% | 0.265% | |
| 5/13/2024 | Bessemer Group Inc. | 159,617 | $10.19M | 0.0% | N/A | 0.243% | |
|
| 5/13/2024 | Hilltop Partners LLC | 102,088 | $6.52M | 2.3% | +10.1% | 0.155% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 59,362 | $3.79M | 3.2% | +30.0% | 0.090% | |
| 5/10/2024 | Nwam LLC | 15,989 | $1.02M | 0.1% | -1.3% | 0.024% | |
| 5/9/2024 | Private Portfolio Partners LLC | 32,657 | $2.09M | 0.4% | +6.6% | 0.050% | |
| 5/9/2024 | SageView Advisory Group LLC | 2,123,880 | $135.61M | 6.5% | +52,562.5% | 3.233% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 418 | $27K | 0.0% | -28.5% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 7,551 | $482K | 0.0% | +21.9% | 0.011% | |
| 5/7/2024 | Sei Investments Co. | 3,469,617 | $221.53M | 0.3% | -18.5% | 5.282% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 10,264 | $655K | 0.1% | +11.0% | 0.016% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,115 | $263K | 0.0% | +13.4% | 0.006% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 193,737 | $12.37M | 3.7% | +0.5% | 0.295% | |
| 5/7/2024 | PFG Advisors | 10,252 | $655K | 0.0% | +10.5% | 0.016% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 39,164 | $2.50M | 0.0% | +93.9% | 0.060% | |
| 5/6/2024 | Custos Family Office LLC | 75,017 | $4.79M | 2.5% | +0.4% | 0.114% | |
| 5/6/2024 | Advisory Alpha LLC | 325,701 | $20.80M | 0.9% | +4,773.6% | 0.496% | |
| 5/4/2024 | Csenge Advisory Group | 9,295 | $593K | 0.0% | +24.5% | 0.014% | |
| 5/3/2024 | Integris Wealth Management LLC | 152,505 | $9.74M | 2.7% | +4.0% | 0.232% | |
| 5/3/2024 | Investments & Financial Planning LLC | 8,977 | $573K | 0.4% | +4.4% | 0.014% | |
| 5/3/2024 | Larson Financial Group LLC | 1,500 | $96K | 0.0% | N/A | 0.002% | |
| 5/3/2024 | Pictet North America Advisors SA | 180,705 | $11.54M | 1.3% | N/A | 0.275% | |
| 5/2/2024 | Gilbert & Cook Inc. | 3,264 | $208K | 0.0% | -7.5% | 0.005% | |
| 5/2/2024 | BNP Paribas | 18,898 | $1.21M | 0.1% | N/A | 0.029% | |
| 5/1/2024 | Auour Investments LLC | 3,177 | $203K | 0.1% | N/A | 0.005% | |
| 5/1/2024 | Ballast Advisors LLC | 27,435 | $1.75M | 0.6% | +10.6% | 0.042% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 89,000 | $5.68M | 0.0% | +6.0% | 0.135% | |
| 5/1/2024 | Avior Wealth Management LLC | 107,768 | $6.88M | 0.3% | +5.4% | 0.164% | |
| 5/1/2024 | Mission Wealth Management LP | 37,669 | $2.41M | 0.1% | +6.5% | 0.057% | |
| 5/1/2024 | Diversify Advisory Services LLC | 14,085 | $891K | 0.1% | N/A | 0.021% | |
| 5/1/2024 | Private Advisor Group LLC | 5,766 | $368K | 0.0% | -33.0% | 0.009% | |
| 4/30/2024 | SWAN Capital LLC | 15,715 | $1.00M | 0.6% | +32.3% | 0.024% | |
| 4/30/2024 | Naples Global Advisors LLC | 10,295 | $657K | 0.1% | -3.4% | 0.016% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 194,554 | $12.42M | 0.2% | +9.1% | 0.296% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 64,969 | $4.05M | 0.7% | +512.3% | 0.099% | |
| 4/29/2024 | RWA Wealth Partners LLC | 4,691 | $300K | 0.0% | N/A | 0.007% | |
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| 4/29/2024 | Archvest Wealth Advisors Inc. | 51,351 | $3.25M | 2.3% | +21.4% | 0.078% | |
| 4/26/2024 | BLB&B Advisors LLC | 23,099 | $1.48M | 0.1% | -6.5% | 0.035% | |
| 4/26/2024 | JNBA Financial Advisors | 8,831 | $564K | 0.1% | -14.1% | 0.013% | |
| 4/26/2024 | Sage Rhino Capital LLC | 54,809 | $3.50M | 0.8% | +7.3% | 0.083% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 17,137 | $1.09M | 0.1% | -4.4% | 0.026% | |
| 4/26/2024 | Sumitomo Life Insurance Co. | 238,700 | $14.73M | 0.4% | -50.3% | 0.363% | |
| 4/26/2024 | Caliber Wealth Management LLC | 28,382 | $1.81M | 1.0% | N/A | 0.043% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 168,239 | $10.74M | 0.8% | +3.5% | 0.256% | |
| 4/25/2024 | Whalen Wealth Management Inc. | 31,331 | $2M | 1.5% | +85.6% | 0.048% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 101,731 | $6.50M | 5.0% | +5.6% | 0.155% | |
| 4/24/2024 | Simplicity Wealth LLC | 13,401 | $856K | 0.0% | +281.6% | 0.020% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 33,932 | $2.17M | 0.6% | N/A | 0.052% | |
| 4/23/2024 | AllGen Financial Advisors Inc. | 68,868 | $4.40M | 1.8% | +19.0% | 0.105% | |
| 4/23/2024 | Stablepoint Partners LLC | 58,490 | $3.74M | 0.8% | +9.4% | 0.089% | |
| 4/23/2024 | Revisor Wealth Management LLC | 68,601 | $4.38M | 2.0% | +226.5% | 0.104% | |
| 4/23/2024 | Accurate Wealth Management LLC | 4,268 | $266K | 0.1% | -7.7% | 0.006% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 57,798 | $3.69M | 0.0% | +15.6% | 0.088% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 5,626 | $359K | 0.1% | N/A | 0.009% | |
| 4/22/2024 | Pacific Life Fund Advisors LLC | 626,214 | $39.98M | 3.9% | +4.1% | 0.953% | |
| 4/22/2024 | Nilsine Partners LLC | 47,313 | $3.02M | 0.4% | +12.7% | 0.072% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 12,930 | $826K | 0.1% | -2.1% | 0.020% | |
| 4/22/2024 | Rainey & Randall Investment Management Inc. | 36,876 | $2.36M | 0.6% | +0.5% | 0.056% | |
| 4/22/2024 | Strategic Financial Planning Inc. | 14,593 | $932K | 0.7% | -1.9% | 0.022% | |
| 4/19/2024 | GenTrust LLC | 837,587 | $53.48M | 3.3% | +3.8% | 1.275% | |
| 4/19/2024 | ZRC Wealth Management LLC | 1,195 | $76K | 0.0% | -35.6% | 0.002% | |
| 4/19/2024 | Veery Capital LLC | 53,523 | $3.42M | 1.4% | +18.9% | 0.081% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 56,771 | $3.63M | 0.0% | +211.7% | 0.086% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 5,900 | $377K | 0.1% | +21.1% | 0.009% | |
| 4/18/2024 | MGO Private Wealth LLC | 77,676 | $4.96M | 3.1% | +14.3% | 0.118% | |
| 4/18/2024 | Cobblestone Asset Management LLC | 18,792 | $1.20M | 0.8% | +70.5% | 0.029% | |
| 4/18/2024 | Echo45 Advisors LLC | 45,828 | $2.93M | 2.1% | +2.7% | 0.070% | |
| 4/18/2024 | RHS Financial LLC | 4,108 | $262K | 0.2% | -6.8% | 0.006% | |
| 4/17/2024 | Annapolis Financial Services LLC | 1,046 | $67K | 0.0% | N/A | 0.002% | |
| 4/16/2024 | Hurlow Wealth Management Group Inc. | 115,602 | $7.38M | 2.6% | +1.2% | 0.176% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 267,269 | $17.07M | 0.0% | +858.5% | 0.407% | |
| 4/15/2024 | Ehrlich Financial Group | 6,653 | $425K | 0.4% | N/A | 0.010% | |
| 4/15/2024 | McNamara Financial Services Inc. | 5,371 | $343K | 0.1% | N/A | 0.008% | |
| 4/15/2024 | Disciplined Investments LLC | 30,837 | $1.97M | 1.1% | +4.0% | 0.047% | |
| 4/13/2024 | Columbus Macro LLC | 5,891 | $376K | 0.1% | +3.2% | 0.009% | |
| 4/13/2024 | Affinity Capital Advisors LLC | 8,024 | $512K | 0.1% | -37.6% | 0.012% | |
| 4/13/2024 | Retirement Planning Group LLC | 4,360 | $278K | 0.0% | N/A | 0.007% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 42,876 | $2.74M | 0.1% | +1.2% | 0.065% | |
| 4/12/2024 | Global Assets Advisory LLC | 265,397 | $16.95M | 0.1% | N/A | 0.404% | |
| 4/12/2024 | AdvisorNet Financial Inc | 2,583 | $165K | 0.0% | +9.7% | 0.004% | |
| 4/11/2024 | Royal Fund Management LLC | 52,125 | $3.33M | 0.3% | +7.8% | 0.079% | |
| 4/11/2024 | City State Bank | 76,624 | $4.89M | 2.2% | +34.7% | 0.117% | |
| 4/11/2024 | &PARTNERS | 11,725 | $747K | 0.1% | +55.2% | 0.018% | |
| 4/11/2024 | Central Bank & Trust Co. | 86,371 | $5.52M | 0.8% | +0.2% | 0.131% | |
| 4/11/2024 | RFG Advisory LLC | 9,868 | $630K | 0.0% | +4.3% | 0.015% | |
| 4/10/2024 | Park Avenue Securities LLC | 6,710 | $428K | 0.0% | N/A | 0.010% | |
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| 4/10/2024 | Banque Cantonale Vaudoise | 2,040 | $130K | 0.0% | +16.6% | 0.003% | |
| 4/9/2024 | Northwest Capital Management Inc | 21,320 | $1.36M | 0.4% | +2.5% | 0.032% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 79,629 | $5.08M | 0.9% | +5.5% | 0.121% | |
| 4/9/2024 | Mather Group LLC. | 688,795 | $43.91M | 0.7% | -0.4% | 1.049% | |
| 4/8/2024 | Marion Wealth Management | 158,713 | $10.13M | 3.0% | +1.6% | 0.242% | |
| 4/5/2024 | Lam Group Inc. | 9,935 | $634K | 0.5% | +25.1% | 0.017% | |
| 4/3/2024 | Versant Capital Management Inc | 353,530 | $22.57M | 6.4% | -1.7% | 0.619% | |
| 4/2/2024 | Marotta Asset Management | 248,977 | $15.90M | 3.3% | +1.6% | 0.436% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 350,409 | $22.34M | 0.0% | +13.3% | 0.614% | |
| 3/15/2024 | Hart & Patterson Financial Group LLC | 79,125 | $5.04M | 2.6% | N/A | 0.139% | |
