| 5/13/2024 | Bessemer Group Inc. | 1,186 | $69K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,346 | $78K | 0.0% | N/A | 0.002% | |
| 5/11/2024 | Peak Asset Management LLC | 50,214 | $2.91M | 0.6% | N/A | 0.056% | |
| 5/11/2024 | Orion Capital Management LLC | 9,880 | $573K | 0.3% | -9.6% | 0.011% | |
| 5/10/2024 | ARK & TLK Investments LLC | 7,180 | $416K | 0.1% | +39.4% | 0.008% | |
| 5/10/2024 | Kelman Lazarov Inc. | 109,446 | $6.34M | 1.2% | -1.8% | 0.122% | |
|
| 5/10/2024 | Truepoint Inc. | 408,177 | $23.66M | 0.7% | -14.4% | 0.456% | |
| 5/10/2024 | Nwam LLC | 13,859 | $831K | 0.1% | -11.9% | 0.015% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 335,339 | $19.44M | 0.2% | +2,600.4% | 0.375% | |
| 5/9/2024 | D Orazio & Associates Inc. | 23,274 | $1.35M | 0.2% | +8.1% | 0.026% | |
| 5/8/2024 | Cozad Asset Management Inc. | 3,500 | $203K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | WMG Financial Advisors LLC | 80,246 | $4.65M | 2.7% | +7.8% | 0.090% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 285,367 | $16.54M | 1.6% | -6.9% | 0.319% | |
| 5/7/2024 | WealthPLAN Partners LLC | 140,891 | $8.17M | 0.8% | -0.6% | 0.157% | |
| 5/7/2024 | Empowered Funds LLC | 249,912 | $14.49M | 0.3% | N/A | 0.279% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,214 | $1.23M | 0.0% | +68.9% | 0.024% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 5,320 | $308K | 0.1% | -3.4% | 0.006% | |
| 5/4/2024 | PrairieView Partners LLC | 326,020 | $18.90M | 2.2% | +3.2% | 0.364% | |
| 5/4/2024 | Vista Capital Partners Inc. | 4,475 | $259K | 0.0% | +20.6% | 0.005% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 20,343 | $1.18M | 0.1% | -5.9% | 0.023% | |
| 5/3/2024 | TFB Advisors LLC | 28,018 | $1.64M | 0.6% | +12.2% | 0.031% | |
| 5/3/2024 | Larson Financial Group LLC | 563,089 | $32.64M | 2.5% | -6.0% | 0.629% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,274 | $885K | 0.1% | +136.9% | 0.017% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 14,234 | $825K | 0.2% | -81.8% | 0.016% | |
| 5/2/2024 | AlphaQ Advisors LLC | 63,612 | $3.69M | 2.2% | +7.1% | 0.072% | |
| 5/2/2024 | Haverford Trust Co | 2,232,347 | $129.39M | 1.4% | +1.7% | 2.528% | |
| 5/2/2024 | Flagstone Financial Management | 137,282 | $7.96M | 3.1% | -22.5% | 0.155% | |
| 5/2/2024 | REDW Wealth LLC | 61,083 | $3.54M | 1.0% | +4.1% | 0.069% | |
| 5/1/2024 | Stone Point Wealth LLC | 27,795 | $1.61M | 0.6% | +9.5% | 0.031% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 63,346 | $3.67M | 0.9% | +6.5% | 0.072% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 14,190 | $822K | 0.1% | -62.7% | 0.016% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 45,351 | $2.63M | 0.3% | -7.8% | 0.051% | |
| 5/1/2024 | Mission Wealth Management LP | 11,218 | $650K | 0.0% | N/A | 0.013% | |
| 5/1/2024 | ORBA Wealth Advisors L.L.C. | 64,317 | $3.73M | 2.1% | +2.1% | 0.073% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 107,048 | $6.20M | 0.9% | -7.5% | 0.121% | |
| 5/1/2024 | Starfox Financial Services LLC | 79,214 | $4.53M | 3.8% | +2.9% | 0.090% | |
| 4/30/2024 | Private Advisor Group LLC | 36,663 | $2.13M | 0.0% | +10.0% | 0.042% | |
| 4/30/2024 | HB Wealth Management LLC | 20,704 | $1.20M | 0.0% | +1.1% | 0.023% | |
| 4/30/2024 | SpiderRock Advisors LLC | 29,176 | $1.68M | 0.0% | N/A | 0.033% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 140,027 | $8.12M | 5.8% | +974.2% | 0.159% | |
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| 4/30/2024 | Concord Wealth Partners | 223,530 | $12.96M | 2.3% | +0.3% | 0.253% | |
| 4/30/2024 | Private Wealth Management Group LLC | 32,267 | $1.87M | 0.8% | -4.3% | 0.037% | |
| 4/30/2024 | Perigon Wealth Management LLC | 48,195 | $2.79M | 0.1% | +1.8% | 0.055% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 4,835 | $281K | 0.2% | +6.6% | 0.005% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 205,414 | $11.91M | 0.0% | +14.3% | 0.233% | |
| 4/29/2024 | Financial Futures Ltd Liability Co. | 82,629 | $4.79M | 3.2% | +21.1% | 0.094% | |
| 4/27/2024 | Fonville Wealth Management LLC | 119,228 | $6.91M | 3.1% | +29.3% | 0.135% | |
| 4/27/2024 | Austin Asset Management Co Inc | 6,575 | $381K | 0.1% | +22.0% | 0.007% | |
| 4/26/2024 | Quarry Hill Advisors LLC | 20,203 | $1.17M | 0.9% | -2.3% | 0.023% | |
| 4/26/2024 | JNBA Financial Advisors | 243,107 | $14.09M | 1.5% | -28.3% | 0.275% | |
| 4/26/2024 | Opus Capital Group LLC | 168,041 | $9.74M | 1.4% | +3.1% | 0.190% | |
| 4/26/2024 | Sage Rhino Capital LLC | 18,136 | $1.05M | 0.2% | -1.1% | 0.021% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 277,999 | $16.11M | 2.8% | -0.4% | 0.315% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 77,583 | $4.46M | 0.2% | +0.9% | 0.088% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 3,738 | $217K | 0.0% | N/A | 0.004% | |
| 4/26/2024 | Sprinkle Financial Consultants LLC | 27,882 | $1.62M | 1.4% | +4.4% | 0.032% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 12,775 | $740K | 0.1% | +28.7% | 0.014% | |
| 4/26/2024 | Brown Financial Advisory | 49,289 | $2.86M | 2.2% | -3.6% | 0.056% | |
| 4/25/2024 | IMA Wealth Inc. | 26,586 | $1.54M | 0.7% | +2.9% | 0.030% | |
| 4/25/2024 | IAG Wealth Partners LLC | 58,212 | $3.37M | 0.7% | +9.3% | 0.066% | |
| 4/24/2024 | Activest Wealth Management | 9,246 | $536K | 0.3% | N/A | 0.010% | |
| 4/24/2024 | SOL Capital Management CO | 57,588 | $3.34M | 0.4% | -18.2% | 0.065% | |
| 4/24/2024 | Waypoint Wealth Partners Inc. | 448,660 | $26.00M | 7.4% | +1.6% | 0.508% | |
| 4/24/2024 | Capasso Planning Partners LLC | 107,847 | $6.25M | 2.6% | +10.0% | 0.122% | |
| 4/23/2024 | BSW Wealth Partners | 131,493 | $7.62M | 1.3% | +837.4% | 0.149% | |
| 4/23/2024 | Global Retirement Partners LLC | 482 | $28K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 357,498 | $20.72M | 8.6% | +10.7% | 0.405% | |
| 4/23/2024 | Canvas Wealth Advisors LLC | 28,377 | $1.60M | 0.5% | +9.7% | 0.032% | |
| 4/23/2024 | Venturi Wealth Management LLC | 227,669 | $13.20M | 0.8% | +4.0% | 0.258% | |
| 4/23/2024 | Gradient Investments LLC | 603,285 | $34.97M | 0.8% | -2.6% | 0.683% | |
| 4/23/2024 | Fifth Third Bancorp | 249,347 | $14.45M | 0.1% | -3.2% | 0.282% | |
| 4/23/2024 | Strategic Blueprint LLC | 48,265 | $2.80M | 0.2% | +4.1% | 0.055% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 100,803 | $5.84M | 0.0% | +1.0% | 0.114% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 28,277 | $1.64M | 0.4% | N/A | 0.032% | |
| 4/22/2024 | Pacific Life Fund Advisors LLC | 88,724 | $5.14M | 0.5% | +1.0% | 0.100% | |
| 4/22/2024 | Family Investment Center Inc. | 6,023 | $349K | 0.1% | +6.9% | 0.007% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 418,574 | $24.26M | 3.1% | -4.1% | 0.474% | |
| 4/22/2024 | Raymond James & Associates | 80,651 | $4.68M | 0.0% | +102.2% | 0.091% | |
| 4/22/2024 | Echo Wealth Management LLC | 87,418 | $5.07M | 4.2% | -0.2% | 0.099% | |
| 4/22/2024 | Trellis Wealth Advisors LLC | 79,564 | $4.61M | 2.6% | +0.3% | 0.090% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 42,812 | $2.48M | 2.1% | +6.4% | 0.048% | |
| 4/19/2024 | Level Financial Advisors | 56,326 | $3.27M | 1.5% | +10.4% | 0.064% | |
| 4/19/2024 | ZRC Wealth Management LLC | 60,299 | $3.50M | 1.7% | +2.4% | 0.068% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 11,359 | $658K | 0.3% | -9.2% | 0.013% | |
| 4/19/2024 | AWM Capital LLC | 92,709 | $5.37M | 0.9% | -0.7% | 0.105% | |
| 4/18/2024 | Total Wealth Planning LLC | 137,295 | $7.96M | 1.4% | -3.5% | 0.155% | |
| 4/18/2024 | CAP Partners LLC | 30,676 | $1.78M | 1.6% | +5.7% | 0.035% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 1,141,702 | $66.17M | 1.1% | -19.8% | 1.293% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 404,141 | $23.42M | 5.1% | N/A | 0.458% | |
| 4/17/2024 | Trilogy Capital Inc. | 57,344 | $3.32M | 0.2% | +71.5% | 0.065% | |
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| 4/17/2024 | Annapolis Financial Services LLC | 118,425 | $6.86M | 2.3% | -14.0% | 0.134% | |
| 4/17/2024 | Symphony Financial Ltd. Co. | 7,572 | $439K | 0.1% | +4.7% | 0.009% | |
| 4/16/2024 | Dixon Fnancial Services Inc. | 9,314 | $540K | 0.3% | N/A | 0.014% | |
| 4/16/2024 | Tarbox Family Office Inc. | 525,789 | $30.48M | 5.4% | +9.1% | 0.778% | |
| 4/16/2024 | Seed Wealth Management Inc. | 12,610 | $734K | 0.7% | +8.6% | 0.019% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 171,373 | $9.93M | 0.0% | +9.8% | 0.254% | |
| 4/16/2024 | First National Bank Sioux Falls | 5,750 | $333K | 0.2% | -30.2% | 0.009% | |
| 4/16/2024 | ERn Financial LLC | 171,371 | $9.93M | 1.7% | +2.7% | 0.254% | |
| 4/15/2024 | Signet Financial Management LLC | 129,775 | $7.52M | 1.0% | +85.8% | 0.192% | |
| 4/15/2024 | Visionary Horizons LLC | 143,251 | $8.24M | 6.4% | +3.9% | 0.212% | |
