| 5/15/2024 | SVB Wealth LLC | 10,301 | $369K | 0.0% | +10.5% | 0.009% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 181,969 | $6.52M | 0.6% | -1.7% | 0.158% | |
| 5/14/2024 | EP Wealth Advisors LLC | 3,513 | $126K | 0.0% | N/A | 0.003% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 64,400 | $2.31M | 0.7% | -4.3% | 0.056% | |
| 5/10/2024 | Blue Barn Wealth LLC | 10,730 | $384K | 0.2% | -40.7% | 0.009% | |
| 5/10/2024 | TIAA Trust National Association | 2,272,282 | $81.35M | 0.2% | +53.4% | 1.974% | |
|
| 5/10/2024 | Motco | 15,138 | $542K | 0.0% | +6.8% | 0.013% | |
| 5/10/2024 | Lindenwold Advisors INC | 9,985 | $357K | 0.2% | -34.5% | 0.009% | |
| 5/10/2024 | Nwam LLC | 13,479 | $482K | 0.0% | +85.3% | 0.012% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 80,676 | $2.89M | 0.1% | -2.2% | 0.070% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 150,035 | $5.37M | 0.6% | +4.0% | 0.130% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 39,180,523 | $1.40B | 1.9% | +1.0% | 34.040% | |
| 5/9/2024 | Texas Yale Capital Corp. | 75,437 | $2.70M | 0.1% | +2.0% | 0.066% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 25,717 | $921K | 0.1% | -20.1% | 0.022% | |
| 5/8/2024 | Bell Investment Advisors Inc | 100,504 | $3.60M | 0.7% | -38.9% | 0.087% | |
| 5/8/2024 | US Bancorp DE | 44,896 | $1.61M | 0.0% | -6.4% | 0.039% | |
| 5/8/2024 | Seven Springs Wealth Group LLC | 131,421 | $4.71M | 1.8% | -1.2% | 0.114% | |
| 5/7/2024 | LPF Advisors LLC | 104,035 | $3.72M | 3.7% | -2.1% | 0.090% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 528,741 | $18.93M | 0.6% | +7.7% | 0.459% | |
| 5/6/2024 | Advisory Alpha LLC | 136,690 | $4.90M | 0.2% | -89.5% | 0.119% | |
| 5/4/2024 | PrairieView Partners LLC | 180,077 | $6.45M | 0.7% | -2.8% | 0.156% | |
| 5/4/2024 | Vista Capital Partners Inc. | 11,510 | $412K | 0.1% | +16.4% | 0.010% | |
| 5/3/2024 | Integris Wealth Management LLC | 42,828 | $1.53M | 0.4% | -1.7% | 0.037% | |
| 5/3/2024 | Embree Financial Group | 100,944 | $3.61M | 0.7% | +3.7% | 0.088% | |
| 5/2/2024 | Choreo LLC | 888,540 | $31.81M | 0.8% | -3.2% | 0.772% | |
| 5/1/2024 | Stone Point Wealth LLC | 39,426 | $1.41M | 0.5% | +11.0% | 0.034% | |
| 5/1/2024 | Horan Capital Advisors LLC. | 46,037 | $1.65M | 0.6% | -11.2% | 0.040% | |
| 5/1/2024 | Colony Family Offices LLC | 24,548 | $879K | 0.3% | +11.5% | 0.021% | |
| 5/1/2024 | Mission Wealth Management LP | 185,067 | $6.63M | 0.2% | -0.7% | 0.161% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 16,367 | $586K | 0.0% | -27.4% | 0.014% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 10,350 | $371K | 0.0% | -8.3% | 0.009% | |
| 4/30/2024 | Private Wealth Management Group LLC | 13,566 | $486K | 0.2% | -2.7% | 0.012% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 164,832 | $5.90M | 1.4% | +1.5% | 0.143% | |
| 4/30/2024 | Perigon Wealth Management LLC | 119,057 | $4.26M | 0.1% | +7.3% | 0.103% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 26,411 | $946K | 0.0% | -9.3% | 0.023% | |
| 4/27/2024 | Guardian Financial Partners LLC | 19,295 | $691K | 0.5% | +14.0% | 0.017% | |
| 4/27/2024 | Fonville Wealth Management LLC | 35,974 | $1.29M | 0.6% | +4.8% | 0.031% | |
| 4/27/2024 | Capital Performance Advisors LLP | 9,008 | $322K | 0.1% | +3.5% | 0.008% | |
| 4/26/2024 | Aspen Investment Management Inc | 19,578 | $701K | 0.4% | -2.0% | 0.017% | |
| 4/26/2024 | Oakwell Private Wealth Management LLC | 31,351 | $1.12M | 0.3% | -1.4% | 0.027% | |
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| 4/24/2024 | Krilogy Financial LLC | 17,194 | $616K | 0.0% | -11.4% | 0.015% | |
| 4/24/2024 | CENTRAL TRUST Co | 121,113 | $4.34M | 0.1% | -8.0% | 0.105% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 11,325 | $405K | 0.1% | -13.5% | 0.010% | |
| 4/24/2024 | Capasso Planning Partners LLC | 14,140 | $506K | 0.2% | -30.1% | 0.012% | |
| 4/23/2024 | James J. Burns & Company LLC | 9,601 | $340K | 0.1% | -54.8% | 0.008% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 404,423 | $14.48M | 6.0% | +7.7% | 0.350% | |
| 4/23/2024 | McAdam LLC | 1,436,955 | $51.44M | 3.3% | +7.1% | 1.244% | |
| 4/23/2024 | Financial Consulate Inc. | 159,399 | $5.71M | 1.7% | +1.8% | 0.138% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 66,569 | $2.38M | 0.0% | -18.7% | 0.058% | |
| 4/22/2024 | Nicholas Hoffman & Company LLC. | 219,818 | $7.87M | 0.4% | +6.3% | 0.190% | |
| 4/22/2024 | Strategic Financial Planning Inc. | 179,399 | $6.42M | 4.8% | -0.3% | 0.155% | |
| 4/19/2024 | ZRC Wealth Management LLC | 37,316 | $1.34M | 0.7% | +85.9% | 0.032% | |
| 4/19/2024 | Valley National Advisers Inc. | 243,191 | $8.71M | 1.3% | +4.3% | 0.211% | |
| 4/19/2024 | IVC Wealth Advisors LLC | 7,736 | $277K | 0.2% | +7.6% | 0.007% | |
| 4/19/2024 | Tradewinds Capital Management LLC | 5,167 | $185K | 0.1% | +204.5% | 0.004% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 28,585 | $1.02M | 0.1% | +1.2% | 0.025% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 29,015 | $1.04M | 0.2% | +34.8% | 0.025% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 12,468 | $446K | 0.2% | -20.2% | 0.011% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 21,863 | $783K | 0.0% | -34.2% | 0.019% | |
| 4/18/2024 | Omega Financial Group LLC | 17,758 | $636K | 0.3% | -3.7% | 0.015% | |
| 4/17/2024 | Annapolis Financial Services LLC | 11,193 | $401K | 0.1% | -5.9% | 0.010% | |
| 4/17/2024 | Brooklyn FI LLC | 109,941 | $3.94M | 1.6% | -0.4% | 0.095% | |
| 4/17/2024 | Kathleen S. Wright Associates Inc. | 139,229 | $4.98M | 2.3% | -1.7% | 0.121% | |
| 4/16/2024 | Noble Family Wealth LLC | 55,071 | $1.97M | 0.6% | -5.0% | 0.048% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 23,301 | $834K | 0.1% | -1.9% | 0.020% | |
| 4/16/2024 | OneAscent Financial Services LLC | 23,210 | $831K | 0.1% | -13.9% | 0.020% | |
| 4/16/2024 | Capital Insight Partners LLC | 243,006 | $8.70M | 1.6% | +3.8% | 0.210% | |
| 4/16/2024 | Courage Miller Partners LLC | 178,899 | $6.41M | 2.2% | +1.2% | 0.155% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 670,026 | $23.99M | 0.1% | -10.3% | 0.580% | |
| 4/16/2024 | Procyon Advisors LLC | 101,286 | $3.63M | 0.3% | +1,365.6% | 0.088% | |
| 4/15/2024 | Investment Partners Asset Management Inc. | 16,822 | $602K | 0.5% | +8.2% | 0.015% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 8,434 | $302K | 0.0% | N/A | 0.007% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 227,374 | $8.14M | 1.3% | -2.8% | 0.197% | |
| 4/15/2024 | West Paces Advisors Inc. | 198,514 | $7.11M | 1.9% | -3.3% | 0.172% | |
| 4/13/2024 | Columbus Macro LLC | 67,687 | $2.42M | 0.9% | -0.6% | 0.059% | |
| 4/12/2024 | Charles Schwab Trust Co | 278,999 | $9.99M | 0.9% | +15.4% | 0.242% | |
| 4/12/2024 | Abacus Planning Group Inc. | 48,419 | $1.73M | 0.3% | -0.8% | 0.044% | |
| 4/11/2024 | Single Point Partners LLC | 28,233 | $1.01M | 0.2% | -5.8% | 0.026% | |
| 4/11/2024 | Paragon Capital Management Ltd | 6,984 | $250K | 0.0% | N/A | 0.006% | |
| 4/11/2024 | Cornerstone Wealth Advisors Inc. | 90,097 | $3.23M | 1.0% | -12.6% | 0.081% | |
| 4/10/2024 | McLean Asset Management Corp | 23,077 | $826K | 0.3% | +9.7% | 0.021% | |
| 4/10/2024 | BCS Wealth Management | 20,572 | $736K | 0.2% | +95.4% | 0.019% | |
| 4/10/2024 | Lantz Financial LLC | 11,619 | $416K | 0.1% | -4.8% | 0.010% | |
| 4/10/2024 | ACT Wealth Management LLC | 286,605 | $10.26M | 5.2% | +3.8% | 0.259% | |
| 4/9/2024 | Richard P Slaughter Associates Inc | 23,569 | $844K | 0.2% | -25.6% | 0.021% | |
| 4/9/2024 | Northwest Capital Management Inc | 57,984 | $2.08M | 0.7% | -0.5% | 0.052% | |
| 4/9/2024 | Collective Family Office LLC | 16,720 | $599K | 0.2% | -3.0% | 0.015% | |
| 4/9/2024 | Foster Group Inc. | 30,445 | $1.09M | 0.1% | +19.7% | 0.028% | |
| 4/9/2024 | Mather Group LLC. | 1,033,254 | $36.05M | 0.6% | -0.6% | 0.933% | |
| 4/5/2024 | Carolina Wealth Advisors LLC | 27,709 | $992K | 0.5% | +8.3% | 0.025% | |
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| 4/2/2024 | Symmetry Partners LLC | 119,508 | $4.28M | 0.3% | -12.1% | 0.108% | |
| 4/1/2024 | Appleton Partners Inc. MA | 6,089 | $218K | 0.0% | N/A | 0.006% | |
| 3/6/2024 | SageView Advisory Group LLC | 1,621,136 | $55.30M | 1.9% | +39.3% | 1.464% | |
| 3/1/2024 | Creekmur Asset Management LLC | 1,148 | $40K | 0.0% | N/A | 0.001% | |
| 2/29/2024 | Tortoise Investment Management LLC | 200,385 | $6.99M | 0.9% | +8.7% | 0.181% | |
| 2/27/2024 | Beaird Harris Wealth Management LLC | 185,024 | $6.46M | 0.7% | -1.5% | 0.167% | |
| 2/15/2024 | Bell Investment Advisors Inc | 164,615 | $5.74M | 1.2% | -3.6% | 0.149% | |
| 2/14/2024 | Creative Planning | 1,440,089 | $50.25M | 0.1% | +1.6% | 1.301% | |
| 2/14/2024 | Redwood Investment Management LLC | 232,991 | $8.13M | 0.7% | -17.0% | 0.210% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 1,827,436 | $63.76M | 0.0% | +0.5% | 1.651% | |
