| 5/30/2024 | Peninsula Wealth LLC | 68,031 | $1.82M | 0.2% | -3.7% | 0.030% | |
| 5/23/2024 | Austin Wealth Management LLC | 769,489 | $20.85M | 5.2% | -1.6% | 0.344% | |
| 5/22/2024 | Burney Co. | 970,176 | $25.95M | 1.0% | +5.4% | 0.434% | |
| 5/16/2024 | Jane Street Group LLC | 258,307 | $6.91M | 0.0% | -95.1% | 0.115% | |
| 5/16/2024 | WPWealth LLP | 1,986,762 | $53.15M | 13.7% | +7.5% | 0.888% | |
| 5/14/2024 | EP Wealth Advisors LLC | 9,465 | $253K | 0.0% | -20.0% | 0.004% | |
|
| 5/14/2024 | OLD Mission Capital LLC | 840,563 | $22.49M | 0.4% | +773.8% | 0.376% | |
| 5/14/2024 | CreativeOne Wealth LLC | 28,365 | $759K | 0.0% | +119.9% | 0.013% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 8,867 | $237K | 0.1% | N/A | 0.004% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 19,157 | $512K | 0.1% | +3.2% | 0.009% | |
| 5/14/2024 | Northwest Wealth Management LLC | 93,070 | $2.49M | 0.7% | +7.6% | 0.042% | |
| 5/14/2024 | Mattern Wealth Management LLC | 228,926 | $6.12M | 1.5% | +7.3% | 0.102% | |
| 5/14/2024 | Kraft Asset Management LLC | 17,160 | $459K | 0.4% | N/A | 0.008% | |
| 5/13/2024 | Bessemer Group Inc. | 24,000 | $642K | 0.0% | N/A | 0.011% | |
| 5/10/2024 | ARK & TLK Investments LLC | 821,784 | $21.98M | 7.1% | -1.5% | 0.367% | |
| 5/10/2024 | Truepoint Inc. | 1,994,766 | $53.36M | 1.5% | +9.4% | 0.891% | |
| 5/10/2024 | Nwam LLC | 52,617 | $1.41M | 0.1% | -9.2% | 0.024% | |
| 5/9/2024 | Forum Financial Management LP | 15,970,360 | $427.21M | 7.3% | -1.1% | 7.136% | |
| 5/9/2024 | Brighton Jones LLC | 1,335,759 | $35.73M | 1.3% | +1.2% | 0.597% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 185,535 | $4.96M | 0.1% | +12.4% | 0.083% | |
| 5/9/2024 | SageView Advisory Group LLC | 117,418 | $3.14M | 0.1% | -1.1% | 0.052% | |
| 5/9/2024 | Angeles Wealth Management LLC | 43,295 | $1.16M | 0.1% | +34.2% | 0.019% | |
| 5/8/2024 | Tranquility Partners LLC | 11,995 | $321K | 0.1% | +8.9% | 0.005% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 9,617 | $257K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | PFG Advisors | 8,604 | $230K | 0.0% | -9.9% | 0.004% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 13,454 | $360K | 0.0% | -14.3% | 0.006% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 304,514 | $8.15M | 3.4% | +5.8% | 0.136% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 1,453,183 | $38.87M | 5.2% | +1.0% | 0.649% | |
| 5/4/2024 | One Degree Advisors Inc | 408,499 | $10.93M | 5.4% | +1.3% | 0.186% | |
| 5/3/2024 | VeraBank N.A. | 352,632 | $9.43M | 2.9% | +9.8% | 0.160% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,764 | $475K | 0.1% | N/A | 0.008% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 50,281 | $1.35M | 0.4% | +26.7% | 0.023% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 289,385 | $7.74M | 0.6% | +7.2% | 0.132% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 459,777 | $12.30M | 10.4% | +20.2% | 0.209% | |
| 5/3/2024 | Lutz Financial Services LLC | 548,691 | $14.68M | 1.3% | +14.1% | 0.250% | |
| 5/3/2024 | Liberty Wealth Management LLC | 490,580 | $13.13M | 2.6% | -0.2% | 0.223% | |
| 5/2/2024 | Blume Capital Management Inc. | 593,412 | $15.87M | 3.8% | -9.4% | 0.270% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 2,340 | $63K | 0.1% | +66.0% | 0.001% | |
| 5/2/2024 | Lincoln National Corp | 184,898 | $4.95M | 0.1% | +11.9% | 0.084% | |
| 5/2/2024 | Life Planning Partners Inc | 10,314 | $276K | 0.3% | N/A | 0.005% | |
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| 5/1/2024 | Bridgewater Advisors Inc. | 2,016,424 | $53.94M | 8.1% | +128.1% | 0.917% | |
| 5/1/2024 | Envision Financial Planning LLC | 22,182 | $593K | 0.5% | +15.4% | 0.010% | |
| 5/1/2024 | DecisionPoint Financial LLC | 421,408 | $11.06M | 4.4% | +47.7% | 0.192% | |
| 4/30/2024 | Private Advisor Group LLC | 73,389 | $1.96M | 0.0% | +19.5% | 0.033% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 16,160 | $431K | 0.0% | +85.5% | 0.007% | |
| 4/30/2024 | JMG Financial Group Ltd. | 2,133,957 | $57.08M | 2.2% | +22.3% | 0.970% | |
| 4/30/2024 | Private Wealth Management Group LLC | 555,991 | $14.87M | 6.7% | +15.9% | 0.253% | |
| 4/30/2024 | Perigon Wealth Management LLC | 33,682 | $901K | 0.0% | +102.1% | 0.015% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 216,204 | $5.77M | 3.4% | +10.1% | 0.098% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 38,696 | $1.04M | 0.7% | -7.5% | 0.018% | |
| 4/30/2024 | Investment Advisory Group LLC | 8,752 | $234K | 0.1% | N/A | 0.004% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,257,053 | $33.63M | 0.1% | +26.4% | 0.572% | |
| 4/29/2024 | Wealthspan Partners LLC | 25,166 | $673K | 0.4% | +43.6% | 0.011% | |
| 4/29/2024 | American Capital Advisory LLC | 170,564 | $4.56M | 3.5% | -26.1% | 0.078% | |
| 4/29/2024 | PBMares Wealth Management LLC | 327,088 | $8.75M | 2.3% | +11.0% | 0.149% | |
| 4/27/2024 | Millburn Ridgefield Corp | 1,552,392 | $41.53M | 1.1% | +5.2% | 0.706% | |
| 4/26/2024 | RCS Financial Planning LLC | 353,248 | $9.45M | 5.8% | +40.5% | 0.161% | |
| 4/26/2024 | Quarry Hill Advisors LLC | 363,744 | $9.73M | 7.2% | +2.9% | 0.165% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 402,648 | $10.56M | 0.4% | +3.1% | 0.183% | |
| 4/26/2024 | Claris Advisors LLC MO | 10,797 | $289K | 0.1% | N/A | 0.005% | |
| 4/25/2024 | 25 LLC | 34,869 | $933K | 0.5% | -7.8% | 0.016% | |
| 4/25/2024 | Tilson Financial Group Inc. | 65,819 | $1.76M | 0.9% | +6.7% | 0.030% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 277,999 | $7.44M | 5.8% | +3.0% | 0.126% | |
| 4/25/2024 | Keb Asset Management LLC | 122,407 | $3.27M | 1.1% | +8.0% | 0.056% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 122,985 | $3.29M | 0.0% | +42.8% | 0.056% | |
| 4/24/2024 | Krilogy Financial LLC | 590,278 | $15.79M | 1.2% | +1.5% | 0.268% | |
| 4/24/2024 | Oceanside Advisors LLC | 18,909 | $506K | 0.4% | +7.3% | 0.009% | |
| 4/24/2024 | Acorn Creek Capital LLC | 464,879 | $12.44M | 7.8% | +4.8% | 0.211% | |
| 4/24/2024 | Greenspring Advisors LLC | 531,804 | $14.23M | 3.6% | +22.2% | 0.242% | |
| 4/24/2024 | Waypoint Wealth Partners Inc. | 440,973 | $11.80M | 3.4% | +4.5% | 0.201% | |
| 4/24/2024 | Gemmer Asset Management LLC | 433,506 | $11.60M | 1.4% | -6.1% | 0.197% | |
| 4/23/2024 | Summit Trail Advisors LLC | 9,350 | $250K | 0.0% | N/A | 0.004% | |
| 4/23/2024 | Applied Capital LLC | 389,423 | $10.42M | 6.2% | +9.0% | 0.177% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 108,377 | $2.90M | 0.0% | +226.7% | 0.049% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 1,281,395 | $34.28M | 4.4% | -0.2% | 0.583% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 224,043 | $5.99M | 5.0% | +17.2% | 0.102% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 688,892 | $18.43M | 0.5% | +5.1% | 0.313% | |
| 4/19/2024 | KFG Wealth Management LLC | 15,649 | $419K | 0.2% | N/A | 0.007% | |
| 4/19/2024 | AWM Capital LLC | 2,495,218 | $66.75M | 11.1% | +1.5% | 1.135% | |
| 4/19/2024 | Altiora Financial Group LLC | 67,730 | $1.81M | 0.5% | +79.5% | 0.031% | |
| 4/18/2024 | Capstone Capital LLC | 915,028 | $24.48M | 21.1% | +8.3% | 0.575% | |
| 4/18/2024 | Stordahl Capital Management Inc. | 1,278,229 | $34.19M | 8.6% | +4.5% | 0.804% | |
| 4/18/2024 | LifeGuide Financial Advisors LLC | 306,593 | $8.20M | 4.1% | +4.6% | 0.193% | |
| 4/18/2024 | Advisory Services & Investments LLC | 773,537 | $20.69M | 14.3% | +2.4% | 0.487% | |
| 4/18/2024 | Barry Investment Advisors LLC | 23,107 | $618K | 0.2% | +35.8% | 0.015% | |
| 4/17/2024 | Criterion Capital Advisors LLC | 688,375 | $18.41M | 12.3% | +7.6% | 0.433% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 164,619 | $4.40M | 0.7% | -3.2% | 0.104% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 66,699 | $1.78M | 1.1% | +49.9% | 0.042% | |
| 4/16/2024 | Hurlow Wealth Management Group Inc. | 109,219 | $2.92M | 1.0% | +16.5% | 0.069% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 155,106 | $4.15M | 0.0% | -0.6% | 0.098% | |
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| 4/15/2024 | Wealthcare Advisory Partners LLC | 86,616 | $2.32M | 0.1% | +10.6% | 0.054% | |
| 4/15/2024 | Visionary Horizons LLC | 7,915 | $207K | 0.2% | N/A | 0.005% | |
| 4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 479,987 | $12.71M | 5.6% | +14.8% | 0.302% | |
| 4/15/2024 | Great Oak Capital Partners LLC | 28,321 | $758K | 0.3% | +10.0% | 0.018% | |
| 4/13/2024 | Evanson Asset Management LLC | 649,266 | $17.37M | 1.3% | +5.7% | 0.408% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 32,704 | $875K | 0.5% | +2.1% | 0.021% | |
| 4/12/2024 | AdvisorNet Financial Inc | 764,569 | $20.45M | 2.0% | +122.9% | 0.481% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 762,978 | $20.41M | 3.6% | +8.3% | 0.480% | |
| 4/11/2024 | Signature Resources Capital Management LLC | 404,619 | $10.33M | 9.6% | -3.0% | 0.254% | |
| 4/11/2024 | RFG Advisory LLC | 51,147 | $1.37M | 0.0% | +84.6% | 0.032% | |
