| 5/16/2024 | Ancora Advisors LLC | 141,281 | $5.93M | 0.1% | -11.8% | 0.121% | |
| 5/16/2024 | WPWealth LLP | 2,269,704 | $95.21M | 24.6% | +10.1% | 1.952% | |
| 5/16/2024 | WMS Partners LLC | 230,649 | $9.68M | 0.7% | +1.1% | 0.198% | |
| 5/16/2024 | Waverly Advisors LLC | 27,153 | $1.14M | 0.0% | -4.0% | 0.023% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 2,625,985 | $110.16M | 10.7% | +4.9% | 2.258% | |
| 5/14/2024 | Toronto Dominion Bank | 150,000 | $6.29M | 0.0% | -46.6% | 0.129% | |
|
| 5/14/2024 | CreativeOne Wealth LLC | 9,720 | $408K | 0.0% | N/A | 0.008% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 845,322 | $35.46M | 4.1% | +62.9% | 0.727% | |
| 5/14/2024 | Northwest Wealth Management LLC | 90,600 | $3.80M | 1.0% | +10.4% | 0.078% | |
| 5/14/2024 | Mattern Wealth Management LLC | 589,552 | $24.73M | 6.0% | -5.7% | 0.507% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 86,420 | $3.63M | 1.2% | +18.8% | 0.074% | |
| 5/10/2024 | Truepoint Inc. | 9,939,422 | $416.96M | 11.8% | +6.5% | 8.546% | |
| 5/9/2024 | Forum Financial Management LP | 374,969 | $15.73M | 0.3% | -10.4% | 0.322% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 48,199 | $2.02M | 0.0% | -6.1% | 0.041% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 6,953,343 | $291.69M | 10.3% | +4.6% | 5.979% | |
| 5/9/2024 | Elite Life Management LLC | 20,988 | $880K | 4.3% | +43.8% | 0.018% | |
| 5/9/2024 | SageView Advisory Group LLC | 165,399 | $6.94M | 0.3% | +1.7% | 0.142% | |
| 5/7/2024 | TAGStone Capital Inc. | 44,418 | $1.86M | 1.1% | +89.0% | 0.038% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,493 | $650K | 0.0% | +4.0% | 0.013% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 364,965 | $15.31M | 6.4% | -11.3% | 0.314% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 1,743,978 | $73.16M | 9.9% | +5.4% | 1.500% | |
| 5/4/2024 | Hemington Wealth Management | 441,011 | $18.50M | 6.7% | +11.9% | 0.385% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 719 | $30K | 0.0% | N/A | 0.001% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 28,129 | $1.18M | 0.3% | +19.1% | 0.025% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 131,069 | $5.50M | 4.7% | +22.9% | 0.114% | |
| 5/3/2024 | Liberty Wealth Management LLC | 293,323 | $12.31M | 2.4% | +0.5% | 0.256% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 47,855 | $2.01M | 0.8% | +32.8% | 0.042% | |
| 5/2/2024 | Blume Capital Management Inc. | 125,950 | $5.28M | 1.3% | +1.4% | 0.110% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 15,835 | $664K | 0.6% | -4.9% | 0.014% | |
| 5/2/2024 | Lincoln National Corp | 93,228 | $3.91M | 0.1% | +3.3% | 0.081% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 5,867 | $246K | 0.1% | +14.5% | 0.005% | |
| 5/2/2024 | Crown Wealth Group LLC | 97,143 | $4.08M | 2.1% | +7.6% | 0.085% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 20,140 | $845K | 0.2% | +9.6% | 0.018% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 881,494 | $36.98M | 0.5% | -27.9% | 0.770% | |
| 5/1/2024 | DecisionPoint Financial LLC | 466,936 | $19.11M | 7.6% | +8.1% | 0.408% | |
| 4/30/2024 | Private Advisor Group LLC | 100,597 | $4.22M | 0.0% | -11.0% | 0.088% | |
| 4/30/2024 | Saxony Capital Management LLC | 58,564 | $2.46M | 3.0% | +9.5% | 0.051% | |
| 4/30/2024 | Concord Wealth Partners | 167,837 | $7.04M | 1.3% | +1.7% | 0.147% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 147,515 | $6.15M | 3.6% | +8.4% | 0.129% | |
| 4/30/2024 | Investment Advisory Group LLC | 16,816 | $705K | 0.3% | +29.3% | 0.015% | |
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| 4/29/2024 | Commonwealth Equity Services LLC | 1,759,373 | $73.81M | 0.1% | -2.2% | 1.537% | |
| 4/29/2024 | Aspire Wealth Management Corp | 2,717 | $114K | 0.1% | +12.4% | 0.002% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 11,636 | $488K | 0.3% | +18.0% | 0.010% | |
| 4/29/2024 | Wealthspan Partners LLC | 129,686 | $5.44M | 3.2% | +11.2% | 0.113% | |
| 4/29/2024 | PBMares Wealth Management LLC | 254,247 | $10.67M | 2.8% | +48.3% | 0.222% | |
| 4/26/2024 | Plan Group Financial LLC | 102,188 | $4.29M | 2.8% | +15.0% | 0.089% | |
| 4/26/2024 | Acorn Wealth Advisors LLC | 123,254 | $5.17M | 2.7% | +40.1% | 0.108% | |
| 4/26/2024 | RCS Financial Planning LLC | 465,427 | $19.53M | 12.0% | -14.1% | 0.406% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 50,852 | $2.13M | 0.4% | -13.9% | 0.044% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 184,203 | $7.56M | 0.3% | +8.8% | 0.161% | |
| 4/26/2024 | LifePro Asset Management | 60,634 | $2.54M | 1.7% | N/A | 0.053% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 198,359 | $8.32M | 5.4% | +7.7% | 0.173% | |
| 4/25/2024 | Allworth Financial LP | 1,286,722 | $53.98M | 0.4% | -0.8% | 1.124% | |
| 4/25/2024 | 25 LLC | 6,579 | $276K | 0.1% | +8.4% | 0.006% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 85,018 | $3.57M | 0.0% | +44.4% | 0.074% | |
| 4/24/2024 | Krilogy Financial LLC | 310,716 | $13.04M | 1.0% | +7.1% | 0.271% | |
| 4/24/2024 | Oceanside Advisors LLC | 22,685 | $952K | 0.8% | -4.6% | 0.020% | |
| 4/24/2024 | Simplicity Wealth LLC | 25,742 | $1.08M | 0.0% | N/A | 0.022% | |
| 4/24/2024 | Spire Wealth Management | 21,019 | $882K | 0.0% | -6.4% | 0.018% | |
| 4/24/2024 | Gemmer Asset Management LLC | 4,793 | $201K | 0.0% | -15.5% | 0.004% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 99,219 | $4.16M | 2.2% | +19.9% | 0.087% | |
| 4/23/2024 | Meredith Wealth Planning | 175,272 | $7.35M | 4.1% | +16.1% | 0.153% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,026 | $85K | 0.0% | N/A | 0.002% | |
| 4/23/2024 | Creative Capital Management Investments LLC | 702,028 | $29.45M | 15.2% | +10.8% | 0.613% | |
| 4/23/2024 | Rational Advisors LLC | 624,190 | $26.19M | 2.4% | N/A | 0.545% | |
| 4/23/2024 | Applied Capital LLC | 101,685 | $4.27M | 2.5% | +11.6% | 0.089% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 32,401 | $1.36M | 0.0% | +35.8% | 0.028% | |
| 4/23/2024 | Sutton Place Investors LLC | 186,925 | $7.84M | 3.9% | +164.5% | 0.163% | |
| 4/22/2024 | Core Wealth Management Inc. | 1,226,303 | $51.44M | 22.3% | +30.6% | 1.071% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 72,830 | $3.06M | 1.1% | +15.2% | 0.064% | |
| 4/22/2024 | Drive Wealth Management LLC | 11,693 | $491K | 0.1% | -16.9% | 0.010% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 137,216 | $5.76M | 4.8% | +53.4% | 0.120% | |
| 4/20/2024 | BetterWealth LLC | 367,135 | $15.40M | 5.0% | +4.3% | 0.321% | |
| 4/19/2024 | Spinnaker Investment Group LLC | 454,688 | $19.07M | 5.4% | +10.3% | 0.397% | |
| 4/19/2024 | TCP Asset Management LLC | 40,556 | $1.70M | 0.4% | +8.6% | 0.035% | |
| 4/19/2024 | AWM Capital LLC | 7,745 | $325K | 0.1% | N/A | 0.007% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 43,088 | $1.81M | 0.9% | +3.8% | 0.056% | |
| 4/17/2024 | Annapolis Financial Services LLC | 107,253 | $4.50M | 1.5% | -27.4% | 0.139% | |
| 4/17/2024 | Physician Wealth Advisors Inc. | 8,778 | $358K | 0.1% | +8.0% | 0.011% | |
| 4/17/2024 | Founders Financial Securities LLC | 5,102 | $214K | 0.0% | N/A | 0.007% | |
| 4/17/2024 | Coston McIsaac & Partners | 5,450 | $228K | 0.1% | +512.4% | 0.007% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 46,712 | $1.96M | 1.2% | -25.3% | 0.061% | |
| 4/16/2024 | Bridge Advisory LLC | 27,964 | $1.17M | 0.6% | -7.7% | 0.036% | |
| 4/16/2024 | Onyx Financial Advisors LLC | 26,066 | $1.09M | 0.7% | +36.9% | 0.034% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 272,792 | $11.44M | 0.0% | +29.4% | 0.354% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 29,010 | $1.22M | 0.0% | +2.7% | 0.038% | |
| 4/15/2024 | Great Oak Capital Partners LLC | 505,052 | $21.19M | 9.4% | +10.1% | 0.655% | |
| 4/13/2024 | Evanson Asset Management LLC | 34,864 | $1.46M | 0.1% | N/A | 0.045% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 551,660 | $23.14M | 0.8% | +15.9% | 0.716% | |
| 4/12/2024 | Divergent Planning LLC | 233,488 | $9.74M | 4.1% | -25.2% | 0.303% | |
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| 4/12/2024 | CGN Advisors LLC | 127,440 | $5.35M | 0.7% | +2.9% | 0.165% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 315,591 | $13.24M | 1.7% | -71.7% | 0.409% | |
| 4/12/2024 | AdvisorNet Financial Inc | 31,665 | $1.33M | 0.1% | +114.4% | 0.041% | |
| 4/12/2024 | Global Trust Asset Management LLC | 21,150 | $887K | 0.4% | -2.3% | 0.027% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 1,017,586 | $42.69M | 7.5% | +7.0% | 1.320% | |
| 4/11/2024 | Security Financial Services INC. | 5,510 | $231K | 0.1% | +16.0% | 0.007% | |
| 4/11/2024 | City State Bank | 7,000 | $294K | 0.1% | N/A | 0.009% | |
| 4/11/2024 | Pioneer Wealth Management Group | 215,981 | $9.06M | 5.2% | N/A | 0.280% | |
| 4/11/2024 | Moller Wealth Partners | 317,677 | $13.33M | 3.6% | N/A | 0.412% | |
| 4/11/2024 | RFG Advisory LLC | 36,870 | $1.55M | 0.1% | -12.9% | 0.048% | |
