| 5/11/2024 | Exencial Wealth Advisors LLC | 723,930 | $21.79M | 0.8% | +36.4% | 0.726% | |
| 5/10/2024 | Osaic Holdings Inc. | 365,207 | $11.00M | 0.0% | +12.6% | 0.366% | |
| 5/10/2024 | Truepoint Inc. | 691,227 | $20.81M | 0.6% | -5.2% | 0.693% | |
| 5/9/2024 | ProVise Management Group LLC | 6,688 | $201K | 0.0% | N/A | 0.007% | |
| 5/9/2024 | SageView Advisory Group LLC | 56,625 | $1.70M | 0.1% | -1.4% | 0.057% | |
| 5/9/2024 | MB Generational Wealth LLC | 10,584 | $319K | 0.3% | N/A | 0.011% | |
|
| 5/8/2024 | Avantax Advisory Services Inc. | 321,274 | $9.67M | 0.1% | +267.9% | 0.322% | |
| 5/7/2024 | Retirement Solution Inc. | 635,223 | $19.12M | 5.2% | +0.2% | 0.637% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 19,584 | $589K | 0.4% | N/A | 0.020% | |
| 5/7/2024 | BOS Asset Management LLC | 187,060 | $5.63M | 3.0% | N/A | 0.188% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 15,072 | $454K | 0.2% | +9.0% | 0.015% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 68,275 | $2.06M | 1.5% | +75.1% | 0.068% | |
| 5/6/2024 | Advisory Alpha LLC | 145,068 | $4.37M | 0.2% | +4.2% | 0.146% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 1,239,206 | $37.30M | 5.0% | +0.3% | 1.243% | |
| 5/4/2024 | Hemington Wealth Management | 43,626 | $1.31M | 0.5% | N/A | 0.044% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 500,813 | $15.07M | 0.7% | -0.4% | 0.510% | |
| 5/4/2024 | Team Hewins LLC | 25,717 | $774K | 0.1% | -2.5% | 0.026% | |
| 5/3/2024 | Integris Wealth Management LLC | 565,222 | $17.01M | 4.7% | +5.7% | 0.576% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 49,775 | $1.50M | 0.1% | +69.8% | 0.051% | |
| 5/2/2024 | Quent Capital LLC | 34,238 | $1.03M | 0.1% | +223.2% | 0.035% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 7,910 | $238K | 0.2% | -26.1% | 0.008% | |
| 5/2/2024 | Lincoln National Corp | 99,629 | $3.00M | 0.0% | +5.3% | 0.101% | |
| 5/2/2024 | REDW Wealth LLC | 21,391 | $644K | 0.2% | N/A | 0.022% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 11,866 | $357K | 0.0% | N/A | 0.012% | |
| 5/1/2024 | Blue Trust Inc. | 55,198 | $1.66M | 0.0% | +33.9% | 0.056% | |
| 4/30/2024 | Hartline Investment Corp | 7,075 | $213K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | JMG Financial Group Ltd. | 4,663,997 | $140.39M | 5.4% | +6.7% | 4.749% | |
| 4/30/2024 | Vance Wealth Inc. | 439,356 | $13.23M | 5.3% | +0.3% | 0.447% | |
| 4/30/2024 | Private Wealth Management Group LLC | 602,975 | $18.15M | 8.2% | +13.7% | 0.614% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 16,741 | $504K | 0.0% | +39.6% | 0.017% | |
| 4/30/2024 | Perigon Wealth Management LLC | 246,305 | $7.41M | 0.2% | +3,267.6% | 0.251% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 34,244 | $1.02M | 0.6% | -4.0% | 0.035% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 797,625 | $24.01M | 0.0% | +7.7% | 0.812% | |
| 4/29/2024 | Aspire Wealth Management Corp | 7,320 | $220K | 0.1% | +8.6% | 0.007% | |
| 4/29/2024 | PBMares Wealth Management LLC | 132,562 | $3.99M | 1.0% | +35.8% | 0.135% | |
| 4/27/2024 | Capital Performance Advisors LLP | 13,698 | $412K | 0.2% | +62.0% | 0.014% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 294,818 | $8.87M | 0.1% | -2.2% | 0.300% | |
| 4/26/2024 | RCS Financial Planning LLC | 241,745 | $7.28M | 4.5% | +3.4% | 0.246% | |
| 4/26/2024 | Quarry Hill Advisors LLC | 32,987 | $993K | 0.7% | +49.8% | 0.034% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 64,815 | $1.95M | 0.3% | N/A | 0.066% | |
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| 4/26/2024 | Chicago Partners Investment Group LLC | 491,889 | $14.20M | 0.6% | -0.3% | 0.501% | |
| 4/26/2024 | LifePro Asset Management | 9,899 | $298K | 0.2% | N/A | 0.010% | |
| 4/25/2024 | Mendota Financial Group LLC | 23,912 | $720K | 0.4% | -4.0% | 0.024% | |
| 4/25/2024 | Financial Architects LLC | 267,505 | $8.05M | 5.6% | +9.8% | 0.272% | |
| 4/25/2024 | 25 LLC | 11,923 | $359K | 0.2% | +8.2% | 0.012% | |
| 4/25/2024 | Eudaimonia Partners LLC | 44,290 | $1.33M | 0.3% | +4.4% | 0.045% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 72,833 | $2.19M | 0.0% | +29.7% | 0.074% | |
| 4/25/2024 | Heirloom Wealth Management | 35,291 | $1.06M | 0.4% | -3.9% | 0.036% | |
| 4/24/2024 | Krilogy Financial LLC | 337,688 | $10.16M | 0.8% | +1.9% | 0.344% | |
| 4/24/2024 | Zhang Financial LLC | 485,602 | $14.62M | 1.1% | +29.0% | 0.495% | |
| 4/24/2024 | Oceanside Advisors LLC | 341,853 | $10.29M | 8.5% | +3.0% | 0.348% | |
| 4/24/2024 | Simplicity Wealth LLC | 18,237 | $549K | 0.0% | N/A | 0.019% | |
| 4/24/2024 | Spire Wealth Management | 8,367 | $252K | 0.0% | +35.0% | 0.009% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 551,534 | $16.60M | 0.0% | +15.2% | 0.562% | |
| 4/22/2024 | Corrigan Financial Inc. | 101,307 | $3.05M | 0.8% | +75.3% | 0.103% | |
| 4/22/2024 | Arista Wealth Management LLC | 487,031 | $14.66M | 11.2% | -54.0% | 0.496% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 20,058 | $604K | 0.1% | +49.3% | 0.020% | |
| 4/22/2024 | Edge Financial Advisors LLC | 14,996 | $457K | 0.4% | N/A | 0.015% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 234,241 | $7.05M | 5.9% | +31.6% | 0.239% | |
| 4/20/2024 | BetterWealth LLC | 597,086 | $17.97M | 5.9% | +1.2% | 0.608% | |
| 4/19/2024 | Level Financial Advisors | 36,009 | $1.08M | 0.5% | +258.5% | 0.037% | |
| 4/19/2024 | Altiora Financial Group LLC | 16,249 | $489K | 0.1% | +79.9% | 0.017% | |
| 4/18/2024 | Total Wealth Planning LLC | 301,657 | $9.08M | 1.6% | +7.8% | 0.517% | |
| 4/18/2024 | Stordahl Capital Management Inc. | 822,120 | $24.75M | 6.2% | +3.3% | 1.410% | |
| 4/18/2024 | HFG Advisors Inc. | 37,053 | $1.12M | 1.0% | N/A | 0.064% | |
| 4/18/2024 | Aviance Capital Partners LLC | 87,048 | $2.62M | 0.4% | +1.7% | 0.149% | |
| 4/18/2024 | Seaside Wealth Management Inc. | 667,071 | $20.08M | 8.6% | +1.8% | 1.144% | |
| 4/18/2024 | Pettinga Financial Advisors LLC | 53,579 | $1.61M | 0.4% | +10.4% | 0.092% | |
| 4/18/2024 | Compass Ion Advisors LLC | 17,050 | $513K | 0.1% | N/A | 0.029% | |
| 4/18/2024 | Advisory Services & Investments LLC | 209,501 | $6.31M | 4.3% | +2.0% | 0.359% | |
| 4/18/2024 | Waterway Wealth Management LLC | 471,349 | $14.19M | 6.2% | +0.2% | 0.808% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 62,399 | $1.88M | 0.7% | +13.5% | 0.107% | |
| 4/17/2024 | Annapolis Financial Services LLC | 129,305 | $3.89M | 1.3% | -3.2% | 0.222% | |
| 4/17/2024 | Kathleen S. Wright Associates Inc. | 26,096 | $775K | 0.4% | +85.1% | 0.045% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 60,145 | $1.81M | 0.3% | -0.6% | 0.103% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 58,284 | $1.75M | 1.0% | +52.7% | 0.100% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 397,541 | $11.97M | 0.0% | +9.7% | 0.682% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 39,601 | $1.19M | 0.0% | +5.8% | 0.068% | |
| 4/15/2024 | Great Oak Capital Partners LLC | 15,951 | $480K | 0.2% | +39.0% | 0.027% | |
| 4/15/2024 | Schoolcraft Capital LLC | 104,687 | $3.15M | 0.7% | +9.8% | 0.180% | |
| 4/13/2024 | Evanson Asset Management LLC | 631,751 | $19.02M | 1.5% | +12.5% | 1.084% | |
| 4/12/2024 | Fermata Advisors LLC | 55,187 | $1.66M | 0.4% | +20.7% | 0.095% | |
| 4/12/2024 | Capital Planning LLC | 30,184 | $909K | 0.3% | +19.8% | 0.052% | |
| 4/12/2024 | AdvisorNet Financial Inc | 241,010 | $7.25M | 0.7% | +3,113.0% | 0.413% | |
| 4/12/2024 | Global Trust Asset Management LLC | 42,383 | $1.28M | 0.5% | +3.2% | 0.073% | |
| 4/11/2024 | Soundmark Wealth Management LLC | 93,385 | $2.81M | 1.2% | +22.0% | 0.160% | |
| 4/10/2024 | Trust Co of the South | 107,423 | $3.23M | 0.7% | +32.3% | 0.184% | |
| 4/10/2024 | Lantz Financial LLC | 79,409 | $2.39M | 0.8% | +30.8% | 0.136% | |
| 4/9/2024 | Alaska Permanent Fund Corp | 8,205,327 | $246.98M | 3.6% | +4.4% | 14.074% | |
| 4/9/2024 | Collective Family Office LLC | 50,278 | $1.51M | 0.5% | +1.5% | 0.086% | |
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| 4/5/2024 | Lam Group Inc. | 93,243 | $2.81M | 2.3% | +1.0% | 0.160% | |
| 4/4/2024 | Shearwater Capital LLC | 16,254 | $489K | 0.4% | +2.8% | 0.028% | |
| 4/2/2024 | Cravens & Co Advisors LLC | 103,120 | $3.10M | 2.6% | +2.3% | 0.177% | |
| 3/14/2024 | Yeomans Consulting Group Inc. | 213,999 | $6.23M | 3.1% | N/A | 0.367% | |
| 3/6/2024 | SageView Advisory Group LLC | 57,446 | $1.66M | 0.1% | -0.9% | 0.099% | |
| 2/29/2024 | Tortoise Investment Management LLC | 42,913 | $1.25M | 0.2% | +22.4% | 0.074% | |
| 2/28/2024 | EP Wealth Advisors LLC | 2,572,574 | $74.91M | 1.0% | +6.2% | 4.413% | |
| 2/28/2024 | Abel Hall LLC | 235,120 | $6.85M | 5.8% | N/A | 0.403% | |
| 2/26/2024 | Great Oak Capital Partners LLC | 11,473 | $334K | 0.2% | N/A | 0.020% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 493,452 | $13.98M | 0.6% | +14.4% | 0.846% | |
