| 5/17/2024 | Investmark Advisory Group LLC | 87,447 | $2.76M | 1.5% | +2.9% | 0.051% | |
| 5/17/2024 | Comerica Bank | 6,538 | $207K | 0.0% | +345.4% | 0.004% | |
| 5/16/2024 | Captrust Financial Advisors | 1,990,181 | $62.91M | 0.2% | -3.6% | 1.155% | |
| 5/15/2024 | Kestra Advisory Services LLC | 591,288 | $18.69M | 0.1% | +10.1% | 0.343% | |
| 5/14/2024 | CreativeOne Wealth LLC | 15,511 | $490K | 0.0% | N/A | 0.009% | |
| 5/14/2024 | Andrews Lucia Wealth Management LLC | 42,980 | $1.36M | 1.0% | +12.4% | 0.025% | |
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| 5/14/2024 | Sax Wealth Advisors LLC | 795,088 | $25.13M | 2.9% | +23.1% | 0.461% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 1,250,354 | $39.52M | 13.4% | +10.0% | 0.726% | |
| 5/13/2024 | Index Fund Advisors Inc. | 14,519 | $459K | 0.0% | +5.8% | 0.008% | |
| 5/10/2024 | Viawealth LLC | 82,412 | $2.61M | 1.6% | +13.5% | 0.048% | |
| 5/10/2024 | Nwam LLC | 46,365 | $1.45M | 0.1% | +1.8% | 0.027% | |
| 5/9/2024 | Forum Financial Management LP | 7,078,694 | $223.76M | 3.8% | -1.7% | 4.108% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 26,766 | $846K | 0.0% | +48.6% | 0.016% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 113,489 | $3.59M | 0.1% | +1.9% | 0.066% | |
| 5/9/2024 | SageView Advisory Group LLC | 57,914 | $1.83M | 0.1% | -2.9% | 0.034% | |
| 5/9/2024 | MB Generational Wealth LLC | 536,388 | $16.96M | 15.4% | +15.7% | 0.311% | |
| 5/9/2024 | Angeles Wealth Management LLC | 27,754 | $877K | 0.1% | +137.6% | 0.016% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 354,642 | $11.21M | 1.1% | +12.2% | 0.206% | |
| 5/7/2024 | Retirement Solution Inc. | 711,641 | $22.50M | 6.1% | -0.7% | 0.413% | |
| 5/7/2024 | PFG Advisors | 66,181 | $2.09M | 0.2% | +4.4% | 0.038% | |
| 5/7/2024 | Karpas Strategies LLC | 70,380 | $2.23M | 0.7% | +37.2% | 0.041% | |
| 5/7/2024 | Empowered Funds LLC | 600,621 | $18.99M | 0.3% | N/A | 0.349% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 13,033 | $412K | 0.0% | -9.8% | 0.008% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 1,329,817 | $42.04M | 5.7% | +0.1% | 0.772% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 31,714 | $1.00M | 0.1% | +47.9% | 0.019% | |
| 5/3/2024 | Lutz Financial Services LLC | 412,899 | $13.05M | 1.1% | +17.9% | 0.247% | |
| 5/3/2024 | Liberty Wealth Management LLC | 805,903 | $25.48M | 5.0% | -2.5% | 0.482% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 7,230 | $229K | 0.2% | -6.3% | 0.004% | |
| 5/2/2024 | Lincoln National Corp | 106,661 | $3.37M | 0.1% | +4.8% | 0.064% | |
| 5/2/2024 | Fidelis Capital Partners LLC | 14,926 | $472K | 0.1% | +106.8% | 0.009% | |
| 5/2/2024 | Crown Wealth Group LLC | 230,963 | $7.30M | 3.8% | +0.2% | 0.138% | |
| 5/2/2024 | REDW Wealth LLC | 363,437 | $11.49M | 3.1% | +11.9% | 0.217% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 256,090 | $8.10M | 1.2% | -4.9% | 0.153% | |
| 5/1/2024 | Blue Trust Inc. | 63,080 | $1.99M | 0.0% | +36.7% | 0.038% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 351,184 | $11.10M | 1.7% | +20.5% | 0.210% | |
| 5/1/2024 | Envision Financial Planning LLC | 131,931 | $4.17M | 3.4% | +15.7% | 0.079% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 828,707 | $26.20M | 0.3% | +4.8% | 0.496% | |
| 4/30/2024 | Private Advisor Group LLC | 62,155 | $1.97M | 0.0% | +36.6% | 0.037% | |
| 4/30/2024 | Hartline Investment Corp | 6,378 | $202K | 0.0% | N/A | 0.004% | |
| 4/30/2024 | HB Wealth Management LLC | 7,855 | $248K | 0.0% | N/A | 0.005% | |
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| 4/30/2024 | Caprock Group LLC | 53,230 | $1.68M | 0.1% | +0.8% | 0.032% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 22,136 | $696K | 0.4% | -14.6% | 0.013% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,025,314 | $32.41M | 0.1% | +12.5% | 0.614% | |
| 4/29/2024 | Wealthspan Partners LLC | 16,625 | $526K | 0.3% | +8.6% | 0.010% | |
| 4/29/2024 | PBMares Wealth Management LLC | 317,015 | $10.02M | 2.6% | +23.8% | 0.190% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 38,679 | $1.22M | 0.5% | -1.9% | 0.023% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 384,196 | $12.14M | 0.2% | -0.6% | 0.230% | |
| 4/26/2024 | RCS Financial Planning LLC | 189,173 | $5.98M | 3.7% | -18.5% | 0.113% | |
| 4/26/2024 | Opus Capital Group LLC | 420,306 | $13.29M | 1.9% | N/A | 0.252% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 705,565 | $21.32M | 0.9% | +6.3% | 0.422% | |
| 4/26/2024 | Claris Advisors LLC MO | 166,114 | $5.25M | 2.6% | +8.5% | 0.099% | |
| 4/25/2024 | Allworth Financial LP | 627,790 | $19.84M | 0.1% | -0.5% | 0.376% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 50,902 | $1.61M | 0.2% | +6,018.0% | 0.030% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 89,542 | $2.83M | 0.0% | +1.0% | 0.054% | |
| 4/25/2024 | Christopher J. Hasenberg Inc | 812,479 | $25.68M | 12.6% | -8.2% | 0.486% | |
| 4/24/2024 | Oceanside Advisors LLC | 502,009 | $15.87M | 13.1% | +1.3% | 0.300% | |
| 4/24/2024 | Gemmer Asset Management LLC | 215,072 | $6.80M | 0.8% | +36.5% | 0.129% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 212,680 | $6.72M | 3.5% | +29.6% | 0.127% | |
| 4/23/2024 | Meredith Wealth Planning | 578,828 | $18.30M | 10.2% | +10.5% | 0.346% | |
| 4/23/2024 | Satovsky Asset Management LLC | 375,342 | $11.87M | 3.5% | -6.6% | 0.225% | |
| 4/23/2024 | Applied Capital LLC | 268,429 | $8.49M | 5.0% | +5.2% | 0.161% | |
| 4/23/2024 | Financial Consulate Inc. | 1,002,346 | $31.68M | 9.4% | +1.2% | 0.600% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,009,411 | $31.91M | 0.0% | +8.2% | 0.604% | |
| 4/22/2024 | Sollinda Capital Management LLC | 51,461 | $1.63M | 0.5% | N/A | 0.031% | |
| 4/22/2024 | Raymond James & Associates | 285,042 | $9.01M | 0.0% | +53.2% | 0.171% | |
| 4/22/2024 | Waycross Investment Management Co | 231,647 | $7.32M | 6.8% | +16.2% | 0.139% | |
| 4/22/2024 | Edge Financial Advisors LLC | 33,262 | $1.06M | 0.9% | N/A | 0.020% | |
| 4/20/2024 | BetterWealth LLC | 767,204 | $24.25M | 7.9% | -0.6% | 0.459% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 1,887,385 | $59.66M | 1.5% | +2.7% | 1.129% | |
| 4/19/2024 | Level Financial Advisors | 238,211 | $7.53M | 3.4% | +38.5% | 0.143% | |
| 4/19/2024 | TCP Asset Management LLC | 334,484 | $10.57M | 2.8% | +23.8% | 0.200% | |
| 4/19/2024 | Altiora Financial Group LLC | 34,750 | $1.10M | 0.3% | N/A | 0.021% | |
| 4/18/2024 | tru Independence LLC | 88,354 | $2.79M | 0.8% | N/A | 0.082% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 445,157 | $14.07M | 3.1% | N/A | 0.415% | |
| 4/17/2024 | Annapolis Financial Services LLC | 23,363 | $739K | 0.2% | -45.7% | 0.022% | |
| 4/17/2024 | Founders Financial Securities LLC | 398,429 | $12.59M | 1.3% | -35.0% | 0.371% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 56,221 | $1.78M | 1.0% | +51.0% | 0.052% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 4,419 | $140K | 0.0% | +46.3% | 0.004% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,308,443 | $41.36M | 0.1% | +205.9% | 1.219% | |
| 4/15/2024 | Signet Financial Management LLC | 83,621 | $2.64M | 0.4% | +2.4% | 0.078% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 32,503 | $1.03M | 0.0% | +4.9% | 0.030% | |
| 4/15/2024 | Disciplined Investments LLC | 11,291 | $357K | 0.2% | +38.1% | 0.011% | |
| 4/15/2024 | Great Oak Capital Partners LLC | 667,467 | $21.10M | 9.4% | +35.7% | 0.622% | |
| 4/13/2024 | Evanson Asset Management LLC | 18,865 | $596K | 0.0% | +13.6% | 0.018% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 10,512 | $332K | 0.2% | +8.3% | 0.010% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 209,514 | $6.62M | 0.2% | +5.5% | 0.195% | |
| 4/12/2024 | Unison Advisors LLC | 13,043 | $412K | 0.0% | +73.0% | 0.012% | |
| 4/12/2024 | CGN Advisors LLC | 16,523 | $522K | 0.1% | +2.9% | 0.015% | |
| 4/12/2024 | Nova R Wealth Inc. | 9,758 | $308K | 0.2% | N/A | 0.009% | |
| 4/12/2024 | Carlson Capital Management | 95,985 | $3.03M | 0.1% | -93.6% | 0.089% | |
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| 4/12/2024 | Global Trust Asset Management LLC | 35,112 | $1.11M | 0.5% | +2.0% | 0.033% | |
| 4/12/2024 | Cherrydale Wealth Management LLC | 12,608 | $399K | 0.2% | -27.1% | 0.012% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 1,146,759 | $36.25M | 6.4% | +6.3% | 1.069% | |
| 4/11/2024 | West Financial Advisors LLC | 379,605 | $12.00M | 2.6% | +1.8% | 0.354% | |
| 4/11/2024 | City State Bank | 7,000 | $221K | 0.1% | N/A | 0.007% | |
| 4/11/2024 | Maryland Capital Advisors Inc. | 19,254 | $609K | 0.4% | +12.5% | 0.018% | |
| 4/11/2024 | RFG Advisory LLC | 271,845 | $8.59M | 0.3% | -1.1% | 0.253% | |
| 4/11/2024 | Walden Wealth Partners LLC | 172,683 | $5.34M | 3.1% | +7.4% | 0.161% | |
| 4/10/2024 | CVA Family Office LLC | 51,794 | $1.64M | 0.3% | +53.8% | 0.048% | |
| 4/10/2024 | Aprio Wealth Management LLC | 2,449,728 | $77.44M | 15.2% | +26.8% | 2.283% | |
