| 5/17/2024 | Investmark Advisory Group LLC | 76,286 | $2.79M | 1.5% | -10.7% | 0.050% | |
| 5/16/2024 | Ancora Advisors LLC | 42,015 | $1.54M | 0.0% | -39.5% | 0.028% | |
| 5/16/2024 | WPWealth LLP | 1,033,337 | $37.76M | 9.8% | +8.2% | 0.682% | |
| 5/16/2024 | WMS Partners LLC | 232,236 | $8.49M | 0.6% | -0.7% | 0.153% | |
| 5/16/2024 | Waverly Advisors LLC | 47,464 | $1.73M | 0.0% | +1.4% | 0.031% | |
| 5/15/2024 | LRI Investments LLC | 53,767 | $1.95M | 0.3% | N/A | 0.035% | |
|
| 5/15/2024 | Quadrature Capital Ltd | 7,333 | $268K | 0.0% | N/A | 0.005% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 9,228 | $337K | 0.0% | N/A | 0.006% | |
| 5/14/2024 | CreativeOne Wealth LLC | 142,254 | $5.20M | 0.2% | N/A | 0.094% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 377,406 | $13.79M | 1.6% | +46.7% | 0.249% | |
| 5/14/2024 | Mattern Wealth Management LLC | 127,993 | $4.68M | 1.1% | -0.7% | 0.084% | |
| 5/14/2024 | Kraft Asset Management LLC | 15,838 | $579K | 0.5% | -1.9% | 0.010% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 49,092 | $1.79M | 0.2% | +41.5% | 0.032% | |
| 5/11/2024 | Jacobi Capital Management LLC | 138,785 | $5.07M | 0.5% | +292.9% | 0.092% | |
| 5/11/2024 | Patten & Patten Inc. TN | 16,043 | $586K | 0.0% | N/A | 0.011% | |
| 5/10/2024 | Osaic Holdings Inc. | 217,814 | $7.96M | 0.0% | +4.8% | 0.144% | |
| 5/10/2024 | ARK & TLK Investments LLC | 239,626 | $8.76M | 2.8% | -22.6% | 0.158% | |
| 5/9/2024 | Kure Advisory LLC | 501,726 | $18.33M | 15.7% | +4.5% | 0.331% | |
| 5/9/2024 | Brighton Jones LLC | 915,748 | $33.46M | 1.2% | +10.8% | 0.604% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 50,224 | $1.84M | 0.0% | -3.0% | 0.033% | |
| 5/7/2024 | WMG Financial Advisors LLC | 15,286 | $559K | 0.3% | -13.8% | 0.010% | |
| 5/7/2024 | Montag A & Associates Inc. | 1,000 | $37K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Retirement Solution Inc. | 135,832 | $4.96M | 1.3% | -1.2% | 0.090% | |
| 5/7/2024 | Facet Wealth Inc. | 6,587 | $237K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | Spectrum Investment Advisors Inc. | 567,951 | $20.75M | 15.3% | +2.4% | 0.375% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 14,950 | $546K | 0.0% | +3.3% | 0.010% | |
| 5/6/2024 | SYM FINANCIAL Corp | 99,030 | $3.62M | 0.6% | +23.8% | 0.065% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 10,522 | $384K | 0.1% | N/A | 0.007% | |
| 5/6/2024 | Advisory Alpha LLC | 337,349 | $12.33M | 0.5% | +8.7% | 0.223% | |
| 5/4/2024 | Hemington Wealth Management | 175,855 | $6.43M | 2.3% | N/A | 0.118% | |
| 5/4/2024 | Financial Connections Group Inc. | 700,802 | $25.61M | 28.1% | +14.4% | 0.469% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,615 | $59K | 0.0% | -27.6% | 0.001% | |
| 5/4/2024 | Gould Asset Management LLC CA | 21,020 | $768K | 0.2% | -13.5% | 0.014% | |
| 5/4/2024 | Csenge Advisory Group | 14,969 | $547K | 0.0% | +11.0% | 0.010% | |
| 5/3/2024 | VeraBank N.A. | 443,757 | $16.22M | 5.1% | +10.3% | 0.297% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 476,322 | $17.41M | 4.9% | +11.5% | 0.319% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 108,613 | $3.97M | 0.3% | -2.1% | 0.073% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 63,574 | $2.32M | 2.0% | +49.5% | 0.043% | |
| 5/3/2024 | Liberty Wealth Management LLC | 674,426 | $24.66M | 4.8% | +4.0% | 0.451% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 52,331 | $1.91M | 0.7% | +3.9% | 0.035% | |
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| 5/2/2024 | Magnolia Capital Advisors LLC | 52,150 | $1.80M | 1.5% | +10.3% | 0.035% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 12,280 | $449K | 0.1% | +52.9% | 0.008% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 58,648 | $2.14M | 1.9% | -30.8% | 0.039% | |
| 5/1/2024 | Mission Wealth Management LP | 496,841 | $18.16M | 0.5% | +12.1% | 0.333% | |
| 5/1/2024 | Envision Financial Planning LLC | 430,889 | $15.75M | 12.7% | +2.4% | 0.288% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 3,668,922 | $134.06M | 1.7% | +3.6% | 2.456% | |
| 5/1/2024 | DecisionPoint Financial LLC | 11,847 | $420K | 0.2% | -23.3% | 0.008% | |
| 4/30/2024 | Private Advisor Group LLC | 176,642 | $6.45M | 0.0% | +14.0% | 0.118% | |
| 4/30/2024 | HB Wealth Management LLC | 1,199,553 | $43.83M | 0.6% | +7.4% | 0.803% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 748,147 | $27.34M | 19.4% | +16.3% | 0.501% | |
| 4/30/2024 | Perigon Wealth Management LLC | 359,086 | $13.12M | 0.4% | -31.0% | 0.240% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 64,624 | $2.36M | 1.5% | -10.3% | 0.043% | |
| 4/30/2024 | Investment Advisory Group LLC | 14,419 | $527K | 0.2% | +21.7% | 0.010% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,152,575 | $42.12M | 0.1% | +2.3% | 0.771% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 47,353 | $1.73M | 1.2% | +14.1% | 0.032% | |
| 4/29/2024 | American Capital Advisory LLC | 93,032 | $3.40M | 2.6% | -47.3% | 0.062% | |
| 4/29/2024 | PBMares Wealth Management LLC | 682,203 | $24.93M | 6.5% | +25.9% | 0.457% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 190,649 | $6.97M | 2.6% | -6.7% | 0.128% | |
| 4/27/2024 | Fonville Wealth Management LLC | 511,325 | $18.68M | 8.3% | +21.7% | 0.342% | |
| 4/27/2024 | Capital Performance Advisors LLP | 45,555 | $1.67M | 0.6% | -1.6% | 0.030% | |
| 4/26/2024 | Acorn Wealth Advisors LLC | 38,443 | $1.41M | 0.7% | +2.8% | 0.026% | |
| 4/26/2024 | RCS Financial Planning LLC | 66,902 | $2.45M | 1.5% | -29.4% | 0.045% | |
| 4/26/2024 | Quarry Hill Advisors LLC | 98,064 | $3.58M | 2.6% | -1.2% | 0.066% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 499,695 | $18.26M | 3.2% | +401.8% | 0.334% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 320,771 | $11.31M | 0.5% | +1.7% | 0.215% | |
| 4/26/2024 | LifePro Asset Management | 11,692 | $427K | 0.3% | +41.6% | 0.008% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 18,401 | $672K | 0.4% | +3.8% | 0.012% | |
| 4/26/2024 | Claris Advisors LLC MO | 111,148 | $4.06M | 2.0% | -1.7% | 0.074% | |
| 4/25/2024 | Allworth Financial LP | 2,412,078 | $88.14M | 0.6% | -1.8% | 1.615% | |
| 4/25/2024 | BCM Advisors LLC | 1,570,607 | $55.38M | 14.1% | 0.0% | 1.051% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 135,296 | $4.94M | 0.5% | -0.9% | 0.091% | |
| 4/25/2024 | Olistico Wealth LLC | 43,824 | $1.60M | 1.2% | -0.7% | 0.029% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 109,990 | $4.02M | 0.0% | +14.9% | 0.074% | |
| 4/25/2024 | Heirloom Wealth Management | 145,125 | $5.30M | 1.8% | +3.7% | 0.097% | |
| 4/24/2024 | Krilogy Financial LLC | 1,223,209 | $44.70M | 3.4% | +2.5% | 0.819% | |
| 4/24/2024 | Zhang Financial LLC | 411,193 | $15.03M | 1.1% | +0.7% | 0.275% | |
| 4/24/2024 | Greenspring Advisors LLC | 11,761 | $430K | 0.1% | -86.3% | 0.008% | |
| 4/24/2024 | Spire Wealth Management | 31,541 | $1.15M | 0.0% | -7.8% | 0.021% | |
| 4/24/2024 | Essex Financial Services Inc. | 11,839 | $433K | 0.0% | +45.4% | 0.008% | |
| 4/23/2024 | Creative Capital Management Investments LLC | 991 | $36K | 0.0% | -24.5% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 142,272 | $5.20M | 0.0% | +3.3% | 0.095% | |
| 4/22/2024 | Arista Wealth Management LLC | 628,354 | $22.96M | 17.5% | -62.4% | 0.421% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 341,675 | $12.49M | 4.5% | +8.7% | 0.229% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 29,463 | $1.08M | 0.1% | -15.5% | 0.020% | |
| 4/22/2024 | Sollinda Capital Management LLC | 140,768 | $5.14M | 1.6% | +4.9% | 0.094% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 329,962 | $12.06M | 10.1% | +15.1% | 0.221% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 775,058 | $28.32M | 0.7% | +8.0% | 0.519% | |
| 4/19/2024 | Teamwork Financial Advisors LLC | 179,954 | $6.58M | 1.0% | +21.5% | 0.120% | |
| 4/19/2024 | Marshall Financial Group LLC | 64,702 | $2.36M | 0.7% | -13.2% | 0.043% | |
| 4/19/2024 | Retirement Guys Formula LLC | 63,403 | $2.32M | 1.1% | -35.6% | 0.042% | |
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| 4/19/2024 | ZRC Wealth Management LLC | 26,284 | $960K | 0.5% | N/A | 0.018% | |
| 4/19/2024 | Spinnaker Investment Group LLC | 1,835,552 | $67.07M | 18.8% | +7.1% | 1.229% | |
| 4/19/2024 | TCP Asset Management LLC | 810,071 | $29.60M | 7.8% | +22.9% | 0.542% | |
| 4/19/2024 | AWM Capital LLC | 529,817 | $19.36M | 3.2% | -1.6% | 0.355% | |
| 4/18/2024 | Total Wealth Planning LLC | 13,764 | $503K | 0.1% | -3.5% | 0.009% | |
| 4/18/2024 | Shira Ridge Wealth Management | 527,022 | $19.26M | 11.0% | -2.1% | 0.353% | |
| 4/18/2024 | Synergy Asset Management LLC | 7,638 | $279K | 0.0% | N/A | 0.006% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 8,415 | $307K | 0.2% | +4.9% | 0.007% | |
| 4/17/2024 | Annapolis Financial Services LLC | 169,732 | $6.20M | 2.0% | -76.9% | 0.138% | |
| 4/17/2024 | Physician Wealth Advisors Inc. | 375,196 | $13.14M | 2.8% | +3.9% | 0.305% | |
