| 5/23/2024 | Austin Wealth Management LLC | 515,775 | $24.57M | 6.1% | +5.1% | 1.984% | |
| 5/17/2024 | Investmark Advisory Group LLC | 21,519 | $1.04M | 0.6% | +1.8% | 0.083% | |
| 5/16/2024 | WPWealth LLP | 10,934 | $526K | 0.1% | -4.0% | 0.042% | |
| 5/16/2024 | Waverly Advisors LLC | 75,635 | $3.64M | 0.1% | -3.0% | 0.291% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 841,191 | $40.45M | 3.9% | -1.5% | 3.235% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 51,029 | $2.45M | 0.3% | +143.0% | 0.196% | |
|
| 5/14/2024 | Mattern Wealth Management LLC | 268,988 | $12.94M | 3.1% | +11.5% | 1.035% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 22,574 | $1.09M | 0.4% | +16.8% | 0.087% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 31,410 | $1.51M | 0.2% | +127.1% | 0.121% | |
| 5/10/2024 | Truepoint Inc. | 2,663,215 | $128.07M | 3.6% | +12.1% | 10.243% | |
| 5/8/2024 | Bleakley Financial Group LLC | 7,822 | $376K | 0.0% | -4.6% | 0.030% | |
| 5/8/2024 | US Bancorp DE | 58,124 | $2.80M | 0.0% | -11.1% | 0.224% | |
| 5/8/2024 | Verus Financial Partners Inc. | 77,211 | $3.71M | 0.4% | +4.9% | 0.297% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 39,907 | $1.92M | 0.3% | +1.3% | 0.153% | |
| 5/4/2024 | PrairieView Partners LLC | 17,399 | $837K | 0.1% | +2.0% | 0.068% | |
| 5/4/2024 | One Degree Advisors Inc | 25,145 | $1.21M | 0.6% | -1.7% | 0.098% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 65,134 | $3.13M | 0.4% | -38.6% | 0.253% | |
| 5/3/2024 | Compass Financial Group Inc. | 188,083 | $9.05M | 4.8% | -0.5% | 0.732% | |
| 5/2/2024 | Blume Capital Management Inc. | 33,522 | $1.61M | 0.4% | -4.6% | 0.130% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 39,717 | $1.91M | 1.7% | +25.0% | 0.155% | |
| 5/1/2024 | Envision Financial Planning LLC | 5,869 | $282K | 0.2% | +11.0% | 0.023% | |
| 5/1/2024 | McCarthy & Cox | 14,077 | $677K | 0.3% | N/A | 0.055% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 633,640 | $30.47M | 0.4% | -16.6% | 2.466% | |
| 4/30/2024 | Private Advisor Group LLC | 40,139 | $1.93M | 0.0% | -13.9% | 0.156% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 8,325 | $400K | 0.0% | N/A | 0.032% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 584,359 | $28.10M | 0.0% | +5.2% | 2.274% | |
| 4/29/2024 | Wealthspan Partners LLC | 15,034 | $723K | 0.4% | +11.5% | 0.058% | |
| 4/29/2024 | PBMares Wealth Management LLC | 312,048 | $15.01M | 3.9% | +9.8% | 1.214% | |
| 4/29/2024 | RAM Investment Partners LLC | 321,814 | $15.48M | 4.9% | +1.9% | 1.252% | |
| 4/26/2024 | RCS Financial Planning LLC | 8,154 | $392K | 0.2% | +6.0% | 0.032% | |
| 4/26/2024 | Quarry Hill Advisors LLC | 14,752 | $709K | 0.5% | -5.6% | 0.057% | |
| 4/26/2024 | Sage Rhino Capital LLC | 50,349 | $2.42M | 0.6% | +3.6% | 0.196% | |
| 4/25/2024 | 25 LLC | 12,067 | $580K | 0.3% | -18.2% | 0.047% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 34,358 | $1.65M | 1.3% | +1.1% | 0.134% | |
| 4/24/2024 | Oceanside Advisors LLC | 23,321 | $1.12M | 0.9% | -8.2% | 0.091% | |
| 4/24/2024 | Landmark Wealth Management LLC | 48,015 | $2.31M | 1.1% | +4.8% | 0.187% | |
| 4/24/2024 | Simplicity Wealth LLC | 7,822 | $376K | 0.0% | N/A | 0.030% | |
| 4/23/2024 | Creative Capital Management Investments LLC | 2,630 | $126K | 0.1% | +42.8% | 0.010% | |
| 4/22/2024 | Core Wealth Management Inc. | 92,793 | $4.46M | 1.9% | +21.9% | 0.361% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 10,282 | $494K | 0.1% | -7.0% | 0.040% | |
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| 4/22/2024 | MBL Wealth LLC | 689,738 | $33.17M | 3.8% | +5.8% | 2.684% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 26,338 | $1.27M | 1.1% | -3.6% | 0.102% | |
| 4/19/2024 | Teamwork Financial Advisors LLC | 5,520 | $265K | 0.0% | -29.9% | 0.021% | |
| 4/19/2024 | Spinnaker Investment Group LLC | 14,431 | $694K | 0.2% | +41.7% | 0.056% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 42,086 | $2.02M | 1.3% | -4.0% | 0.225% | |
| 4/18/2024 | Breakwater Capital Group | 5,386 | $259K | 0.1% | +8.0% | 0.029% | |
| 4/17/2024 | White Wing Wealth Management | 23,054 | $1.11M | 0.9% | +33.1% | 0.123% | |
| 4/17/2024 | Annapolis Financial Services LLC | 3,867 | $186K | 0.1% | -85.1% | 0.021% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 9,367 | $450K | 0.3% | -25.2% | 0.050% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 472,530 | $22.72M | 0.1% | +371.2% | 2.527% | |
| 4/13/2024 | Evanson Asset Management LLC | 103,070 | $4.96M | 0.4% | +42.6% | 0.551% | |
| 4/11/2024 | West Financial Advisors LLC | 167,996 | $8.08M | 1.7% | +0.9% | 0.898% | |
| 4/11/2024 | Maryland Capital Advisors Inc. | 178,201 | $8.57M | 5.3% | +0.2% | 0.953% | |
| 4/11/2024 | Liberty Capital Management Inc. | 47,167 | $2.27M | 0.6% | -1.5% | 0.252% | |
| 4/10/2024 | CVA Family Office LLC | 4,125 | $198K | 0.0% | N/A | 0.022% | |
| 4/10/2024 | Park Avenue Securities LLC | 33,242 | $1.60M | 0.0% | +12.7% | 0.178% | |
| 4/10/2024 | Apella Capital LLC | 272,127 | $13.04M | 0.7% | +5.1% | 1.455% | |
| 4/9/2024 | Collective Family Office LLC | 189,543 | $9.12M | 3.0% | +2.7% | 1.014% | |
| 4/9/2024 | Foster Group Inc. | 1,256,885 | $60.44M | 3.0% | +1,197.6% | 6.721% | |
| 4/4/2024 | Shearwater Capital LLC | 31,604 | $1.52M | 1.1% | +3.5% | 0.169% | |
| 4/1/2024 | Confluence Investment Management LLC | 230,287 | $11.08M | 0.1% | N/A | 1.231% | |
| 2/27/2024 | Beaird Harris Wealth Management LLC | 854,405 | $41.45M | 4.3% | -23.7% | 4.569% | |
| 2/21/2024 | Austin Wealth Management LLC | 490,704 | $23.71M | 6.4% | +13.0% | 2.624% | |
| 2/15/2024 | Buckingham Strategic Partners LLC | 79,589 | $3.86M | 0.2% | +111.1% | 0.426% | |
| 2/15/2024 | Buckingham Strategic Wealth LLC | 705,547 | $34.23M | 0.4% | +3,173.1% | 3.773% | |
| 2/14/2024 | Pathstone Holdings LLC | 726,910 | $35.26M | 0.2% | N/A | 3.887% | |
| 2/14/2024 | Waverly Advisors LLC | 77,992 | $3.78M | 0.1% | -1.1% | 0.417% | |
| 2/14/2024 | Elevate Wealth Advisory Inc. | 31,786 | $1.54M | 1.4% | N/A | 0.170% | |
| 2/14/2024 | Wescott Financial Advisory Group LLC | 93,288 | $4.53M | 0.6% | -11.8% | 0.499% | |
| 2/13/2024 | Belpointe Asset Management LLC | 17,523 | $850K | 0.1% | +209.6% | 0.094% | |
| 2/13/2024 | Legacy Financial Group Inc. | 97,583 | $4.73M | 2.1% | -18.3% | 0.522% | |
| 2/13/2024 | Landmark Financial Advisors LLC | 337,148 | $16.36M | 5.9% | +83.0% | 1.803% | |
| 2/12/2024 | American Investment Services Inc. | 75,169 | $3.65M | 0.7% | +15.7% | 0.402% | |
| 2/12/2024 | Relative Value Partners Group LLC | 51,368 | $2.49M | 0.2% | -43.0% | 0.275% | |
| 2/12/2024 | Avestar Capital LLC | 14,154 | $687K | 0.1% | +24.4% | 0.076% | |
| 2/12/2024 | Stifel Financial Corp | 100,122 | $4.86M | 0.0% | -3.0% | 0.535% | |
| 2/12/2024 | Beta Wealth Group Inc. | 7,564 | $367K | 0.2% | -2.8% | 0.040% | |
| 2/9/2024 | US Bancorp DE | 65,372 | $3.17M | 0.0% | +199.3% | 0.350% | |
| 2/9/2024 | Assetmark Inc. | 242,316 | $11.76M | 0.0% | +3.8% | 1.296% | |
| 2/9/2024 | Corient Private Wealth LLC | 125,762 | $6.10M | 0.0% | +2.6% | 0.673% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 20,673 | $1.00M | 0.1% | -6.9% | 0.111% | |
| 2/8/2024 | Quarry Hill Advisors LLC | 15,633 | $758K | 0.6% | -80.6% | 0.084% | |
| 2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 13,831 | $671K | 0.1% | +7.4% | 0.074% | |
| 2/8/2024 | Integrity Wealth Solutions LLC | 43,853 | $2.13M | 1.5% | N/A | 0.235% | |
| 2/8/2024 | RCS Financial Planning LLC | 7,696 | $373K | 0.2% | +9.3% | 0.041% | |
| 2/7/2024 | Forum Financial Management LP | 32,499 | $1.58M | 0.0% | -28.9% | 0.174% | |
| 2/7/2024 | One Degree Advisors Inc | 25,583 | $1.23M | 0.6% | N/A | 0.137% | |
| 2/7/2024 | Verus Financial Partners Inc. | 73,574 | $3.54M | 0.4% | +5.1% | 0.393% | |
| 2/6/2024 | Lincoln National Corp | 37,578 | $1.82M | 0.0% | +2.5% | 0.201% | |
| 2/6/2024 | Private Advisor Group LLC | 46,620 | $2.26M | 0.0% | +52.9% | 0.249% | |
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| 2/6/2024 | Signature Resources Capital Management LLC | 663 | $32K | 0.0% | N/A | 0.004% | |
| 2/6/2024 | Eldridge Investment Advisors Inc. | 26,815 | $1.30M | 0.3% | -23.1% | 0.143% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 555,237 | $26.94M | 0.0% | +9.2% | 2.969% | |
| 2/6/2024 | McIlrath & Eck LLC | 9,697 | $470K | 0.1% | +108.8% | 0.052% | |
| 2/6/2024 | Alpha Financial Advisors LLC | 4,200 | $204K | 0.1% | N/A | 0.022% | |
| 2/6/2024 | DiNuzzo Private Wealth Inc. | 39,397 | $1.91M | 0.3% | N/A | 0.211% | |
| 2/5/2024 | Sage Rhino Capital LLC | 48,594 | $2.36M | 0.6% | -4.2% | 0.260% | |
| 2/5/2024 | Savant Capital LLC | 125,278 | $6.08M | 0.1% | -28.6% | 0.670% | |
| 2/5/2024 | First Ascent Asset Management LLC | 901,027 | $43.71M | 4.9% | -4.0% | 4.818% | |
| 2/5/2024 | Mather Group LLC. | 66,015 | $3.20M | 0.1% | -73.4% | 0.353% | |
