| 5/16/2024 | Captrust Financial Advisors | 800,518 | $25.58M | 0.1% | -3.7% | 0.092% | |
| 5/15/2024 | Ascent Group LLC | 17,467 | $558K | 0.0% | -5.7% | 0.002% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 54,565 | $1.74M | 0.2% | -1.4% | 0.006% | |
| 5/15/2024 | CoreFirst Bank & Trust | 8,003 | $256K | 0.2% | +274.7% | 0.001% | |
| 5/15/2024 | Kestra Advisory Services LLC | 1,842,407 | $58.87M | 0.4% | +6.8% | 0.213% | |
| 5/15/2024 | Plancorp LLC | 10,977,943 | $350.75M | 15.2% | -0.4% | 1.266% | |
|
| 5/15/2024 | LRI Investments LLC | 2,373,643 | $75.06M | 10.0% | N/A | 0.274% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 300,260 | $9.59M | 0.1% | +0.1% | 0.035% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 6,896 | $220K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 991,531 | $31.68M | 0.4% | +0.8% | 0.114% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 91,975 | $2.94M | 0.1% | -7.6% | 0.011% | |
| 5/14/2024 | CreativeOne Wealth LLC | 143,668 | $4.59M | 0.2% | +291.3% | 0.017% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 460,397 | $14.71M | 5.9% | +8.3% | 0.053% | |
| 5/14/2024 | Andrews Lucia Wealth Management LLC | 1,914,576 | $61.17M | 43.6% | +1.1% | 0.221% | |
| 5/14/2024 | TFO Wealth Partners LLC | 4,314,809 | $137.86M | 26.7% | -3.4% | 0.498% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 1,878,062 | $60.00M | 7.0% | -7.8% | 0.217% | |
| 5/14/2024 | Northwest Wealth Management LLC | 1,200,730 | $38.36M | 10.5% | -0.2% | 0.139% | |
| 5/14/2024 | Mattern Wealth Management LLC | 462,578 | $14.78M | 3.6% | +1.6% | 0.053% | |
| 5/14/2024 | Kraft Asset Management LLC | 706,268 | $22.57M | 18.2% | -2.3% | 0.081% | |
| 5/14/2024 | InterOcean Capital Group LLC | 29,645 | $947K | 0.0% | +9.2% | 0.003% | |
| 5/13/2024 | Bessemer Group Inc. | 14,502 | $463K | 0.0% | +54.4% | 0.002% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 2,263,310 | $72.31M | 24.5% | +7.3% | 0.261% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 31,840 | $1.02M | 0.3% | +4.1% | 0.004% | |
| 5/11/2024 | Jacobi Capital Management LLC | 20,260 | $647K | 0.1% | -55.0% | 0.002% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,523,732 | $48.68M | 0.1% | -8.0% | 0.176% | |
| 5/10/2024 | Fiducient Advisors LLC | 169,067 | $5.40M | 1.1% | +0.2% | 0.020% | |
| 5/10/2024 | TIAA Trust National Association | 83,107 | $2.66M | 0.0% | -5.1% | 0.010% | |
| 5/10/2024 | Vanguard Group Inc. | 104,496 | $3.34M | 0.0% | +0.8% | 0.012% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 127,349 | $4.03M | 0.4% | -2.5% | 0.015% | |
| 5/10/2024 | Nwam LLC | 280,153 | $8.91M | 0.7% | -1.2% | 0.032% | |
| 5/9/2024 | Forum Financial Management LP | 39,447,063 | $1.26B | 21.5% | -2.3% | 4.551% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 320,793 | $10.25M | 1.5% | -2.0% | 0.037% | |
| 5/9/2024 | Kure Advisory LLC | 74,544 | $2.38M | 2.0% | +2.5% | 0.009% | |
| 5/9/2024 | Brighton Jones LLC | 1,570,668 | $50.18M | 1.8% | -0.4% | 0.181% | |
| 5/9/2024 | ProVise Management Group LLC | 37,479 | $1.20M | 0.1% | -2.4% | 0.004% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 506,480 | $16.18M | 0.2% | +5.5% | 0.058% | |
| 5/9/2024 | Renasant Bank | 28,800 | $920K | 0.7% | N/A | 0.003% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 32,885 | $1.05M | 0.0% | +5.7% | 0.004% | |
| 5/9/2024 | SageView Advisory Group LLC | 336,828 | $10.76M | 0.5% | -16.9% | 0.039% | |
| 5/9/2024 | MB Generational Wealth LLC | 53,797 | $1.72M | 1.6% | +22.1% | 0.006% | |
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| 5/9/2024 | Angeles Wealth Management LLC | 9,130 | $292K | 0.0% | +499.5% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 134,496 | $4.30M | 0.0% | +19.1% | 0.016% | |
| 5/8/2024 | US Bancorp DE | 30,335 | $969K | 0.0% | +145.9% | 0.003% | |
| 5/8/2024 | QRG Capital Management Inc. | 16,011 | $512K | 0.0% | +133.2% | 0.002% | |
| 5/8/2024 | Tranquility Partners LLC | 31,885 | $1.02M | 0.4% | +2.0% | 0.004% | |
| 5/7/2024 | WNY Asset Management LLC | 123,138 | $3.93M | 0.6% | +2.4% | 0.014% | |
| 5/7/2024 | Significant Wealth Partners LLC | 9,762 | $312K | 0.2% | N/A | 0.001% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 461,525 | $14.75M | 4.5% | -3.2% | 0.053% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 1,661,448 | $53.08M | 5.2% | +5.2% | 0.192% | |
| 5/7/2024 | Retirement Solution Inc. | 340,532 | $10.88M | 2.9% | +4.1% | 0.039% | |
| 5/7/2024 | BOS Asset Management LLC | 11,208 | $358K | 0.2% | +4.3% | 0.001% | |
| 5/7/2024 | Tectonic Advisors LLC | 13,331 | $426K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | PFG Advisors | 192,643 | $6.16M | 0.4% | +2.3% | 0.022% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 786,768 | $25.14M | 0.8% | +0.8% | 0.091% | |
| 5/7/2024 | Wealthspire Advisors LLC | 226,782 | $7.25M | 0.1% | +14.6% | 0.026% | |
| 5/7/2024 | Empowered Funds LLC | 86,134 | $2.75M | 0.0% | N/A | 0.010% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 82,017 | $2.62M | 0.0% | -9.2% | 0.009% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 2,281,784 | $72.90M | 30.7% | +2.4% | 0.263% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 940,785 | $30.06M | 4.1% | +1.2% | 0.109% | |
| 5/6/2024 | Financial Council LLC | 140,641 | $4.49M | 2.7% | +2.7% | 0.016% | |
| 5/4/2024 | Hemington Wealth Management | 501,728 | $16.03M | 5.8% | -12.1% | 0.058% | |
| 5/4/2024 | Vista Capital Partners Inc. | 179,680 | $5.74M | 0.7% | +0.5% | 0.021% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 108,348 | $3.46M | 0.2% | +28.6% | 0.013% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 325,553 | $10.40M | 5.8% | +3.2% | 0.038% | |
| 5/4/2024 | One Degree Advisors Inc | 1,161,243 | $37.10M | 18.5% | +1.1% | 0.135% | |
| 5/4/2024 | Csenge Advisory Group | 18,034 | $576K | 0.0% | +38.7% | 0.002% | |
| 5/4/2024 | Glassman Wealth Services | 1,124,312 | $35.92M | 7.3% | +6.2% | 0.130% | |
| 5/3/2024 | Embree Financial Group | 6,837 | $218K | 0.0% | -15.9% | 0.001% | |
| 5/3/2024 | TFB Advisors LLC | 23,125 | $702K | 0.3% | +13.6% | 0.003% | |
| 5/3/2024 | Callan Capital LLC | 120,092 | $3.84M | 0.3% | -11.7% | 0.014% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,567,494 | $82.03M | 9.7% | -37.8% | 0.298% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 238,488 | $7.62M | 2.1% | +0.9% | 0.028% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 558,663 | $17.85M | 1.3% | +8.7% | 0.065% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 1,558,015 | $49.78M | 42.3% | +24.1% | 0.181% | |
| 5/3/2024 | Lutz Financial Services LLC | 751,257 | $24.00M | 2.1% | +9.0% | 0.087% | |
| 5/3/2024 | Liberty Wealth Management LLC | 904,449 | $28.90M | 5.6% | -3.1% | 0.105% | |
| 5/2/2024 | Mutual Advisors LLC | 115,231 | $3.68M | 0.1% | -28.7% | 0.013% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 2,253,857 | $72.01M | 1.6% | -3.1% | 0.261% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 214,992 | $6.85M | 2.6% | +14.4% | 0.025% | |
| 5/2/2024 | Financial Counselors Inc. | 167,774 | $5.36M | 0.1% | +50.2% | 0.019% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 26,714 | $854K | 0.7% | -11.0% | 0.003% | |
| 5/2/2024 | Lincoln National Corp | 1,562,110 | $49.91M | 0.8% | -1.3% | 0.181% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 37,796 | $1.21M | 0.2% | +15.0% | 0.004% | |
| 5/2/2024 | Choreo LLC | 77,136 | $2.46M | 0.1% | +11.4% | 0.009% | |
| 5/2/2024 | Better Money Decisions LLC | 21,564 | $689K | 0.5% | -4.0% | 0.003% | |
| 5/1/2024 | Stone Point Wealth LLC | 97,060 | $3.10M | 1.1% | +2.9% | 0.011% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 41,323 | $1.32M | 0.1% | +11.4% | 0.005% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 352,816 | $11.27M | 2.8% | -0.8% | 0.041% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 11,852 | $379K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Blue Trust Inc. | 46,675 | $1.49M | 0.0% | +258.0% | 0.005% | |
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| 5/1/2024 | Summit Wealth Group LLC | 1,308,670 | $41.81M | 28.5% | +1.4% | 0.152% | |
| 5/1/2024 | Mission Wealth Management LP | 177,311 | $5.67M | 0.1% | +61.9% | 0.021% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 365,966 | $11.69M | 0.1% | -2.6% | 0.042% | |
| 5/1/2024 | Diversify Advisory Services LLC | 31,012 | $987K | 0.1% | N/A | 0.004% | |
| 5/1/2024 | DecisionPoint Financial LLC | 2,352,473 | $72.53M | 28.9% | +10.2% | 0.273% | |
| 4/30/2024 | Private Advisor Group LLC | 1,415,210 | $45.22M | 0.3% | +2.2% | 0.164% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 43,668 | $1.39M | 0.1% | +11.8% | 0.005% | |
| 4/30/2024 | HB Wealth Management LLC | 18,698 | $597K | 0.0% | +64.4% | 0.002% | |
| 4/30/2024 | SpiderRock Advisors LLC | 57,351 | $1.78M | 0.0% | N/A | 0.007% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 165,894 | $5.30M | 3.8% | -18.2% | 0.019% | |
