| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 35,569 | $1.08M | 0.1% | +80.4% | 0.018% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 8,158 | $247K | 0.0% | +317.1% | 0.004% | |
| 5/11/2024 | Brogan Financial Inc. | 543,933 | $16.44M | 10.9% | +5.0% | 0.280% | |
| 5/11/2024 | Jacobi Capital Management LLC | 82,857 | $2.50M | 0.2% | +201.7% | 0.043% | |
| 5/10/2024 | ARK & TLK Investments LLC | 119,419 | $3.61M | 1.2% | -21.6% | 0.062% | |
| 5/9/2024 | Kure Advisory LLC | 571,235 | $17.26M | 14.7% | +5.2% | 0.294% | |
|
| 5/9/2024 | Brighton Jones LLC | 784,563 | $23.71M | 0.9% | +8.8% | 0.404% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 93,763 | $2.83M | 0.0% | +66.4% | 0.048% | |
| 5/8/2024 | MAI Capital Management | 800,248 | $24.18M | 0.3% | +85.8% | 0.412% | |
| 5/8/2024 | Bleakley Financial Group LLC | 7,501 | $227K | 0.0% | N/A | 0.004% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 33,661 | $1.02M | 0.0% | +10.5% | 0.017% | |
| 5/8/2024 | Tranquility Partners LLC | 24,957 | $754K | 0.3% | +6.2% | 0.013% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 35,709 | $1.08M | 0.1% | +32.2% | 0.018% | |
| 5/7/2024 | Cowa LLC | 229,284 | $6.93M | 4.1% | -3.3% | 0.118% | |
| 5/7/2024 | WMG Financial Advisors LLC | 34,856 | $1.05M | 0.6% | -8.2% | 0.018% | |
| 5/7/2024 | WNY Asset Management LLC | 72,616 | $2.19M | 0.3% | N/A | 0.037% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 1,115,293 | $33.70M | 5.3% | +5.4% | 0.575% | |
| 5/7/2024 | Atomi Financial Group Inc. | 8,940 | $270K | 0.0% | N/A | 0.005% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 111,818 | $3.38M | 0.3% | +23.9% | 0.058% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 46,633 | $1.41M | 0.9% | +1.2% | 0.024% | |
| 5/7/2024 | Smithfield Trust Co | 7,700 | $232K | 0.0% | +83.3% | 0.004% | |
| 5/7/2024 | PFG Advisors | 71,670 | $2.17M | 0.2% | +4.2% | 0.037% | |
| 5/7/2024 | Wealthspire Advisors LLC | 142,524 | $4.31M | 0.1% | +8.6% | 0.073% | |
| 5/7/2024 | Spectrum Investment Advisors Inc. | 420,860 | $12.72M | 9.4% | +10.6% | 0.217% | |
| 5/7/2024 | Marquette Asset Management LLC | 1,996,734 | $60.34M | 10.5% | +0.2% | 1.029% | |
| 5/6/2024 | SYM FINANCIAL Corp | 6,090,782 | $184.06M | 30.4% | -0.9% | 3.138% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 12,521 | $378K | 0.1% | N/A | 0.006% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 15,810 | $478K | 0.2% | -5.2% | 0.008% | |
| 5/6/2024 | Advisory Alpha LLC | 382,174 | $11.55M | 0.5% | +5.6% | 0.197% | |
| 5/4/2024 | Hemington Wealth Management | 62,448 | $1.89M | 0.7% | N/A | 0.033% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 50,553 | $1.53M | 0.9% | -11.3% | 0.026% | |
| 5/3/2024 | Larson Financial Group LLC | 807,326 | $24.40M | 1.9% | -5.9% | 0.422% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 368,110 | $11.12M | 3.1% | +12.8% | 0.193% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 53,397 | $1.61M | 0.1% | -1.3% | 0.028% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 78,656 | $2.38M | 2.0% | +49.8% | 0.041% | |
| 5/3/2024 | Liberty Wealth Management LLC | 296,850 | $8.97M | 1.8% | +3.6% | 0.155% | |
| 5/2/2024 | Mutual Advisors LLC | 46,940 | $1.42M | 0.0% | -90.6% | 0.025% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 47,897 | $1.45M | 0.5% | +2.7% | 0.025% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 40,567 | $1.23M | 1.1% | -30.6% | 0.021% | |
| 5/2/2024 | Life Planning Partners Inc | 23,471 | $709K | 0.7% | +69.5% | 0.012% | |
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| 5/2/2024 | REDW Wealth LLC | 16,109 | $487K | 0.1% | -4.7% | 0.008% | |
| 5/1/2024 | Stone Point Wealth LLC | 25,974 | $785K | 0.3% | +7.5% | 0.014% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 9,165 | $277K | 0.1% | +29.1% | 0.005% | |
| 5/1/2024 | Colony Family Offices LLC | 72,809 | $2.20M | 0.7% | +66.1% | 0.038% | |
| 5/1/2024 | Mission Wealth Management LP | 1,055,890 | $31.91M | 0.8% | +13.9% | 0.553% | |
| 5/1/2024 | Envision Financial Planning LLC | 311,836 | $9.42M | 7.6% | +3.9% | 0.163% | |
| 5/1/2024 | McCarthy & Cox | 418,956 | $12.66M | 4.8% | N/A | 0.219% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 1,292,218 | $39.05M | 0.5% | +3.6% | 0.676% | |
| 5/1/2024 | DecisionPoint Financial LLC | 646,698 | $19.12M | 7.6% | -0.3% | 0.338% | |
| 4/30/2024 | Private Advisor Group LLC | 276,835 | $8.37M | 0.1% | -1.1% | 0.145% | |
| 4/30/2024 | Hartline Investment Corp | 27,202 | $822K | 0.1% | N/A | 0.014% | |
| 4/30/2024 | Saxony Capital Management LLC | 106,220 | $3.21M | 3.9% | +1.1% | 0.056% | |
| 4/30/2024 | HB Wealth Management LLC | 8,153 | $246K | 0.0% | -29.7% | 0.004% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 603,055 | $18.22M | 12.9% | +22.9% | 0.316% | |
| 4/30/2024 | Concord Wealth Partners | 6,258 | $189K | 0.0% | -10.0% | 0.003% | |
| 4/30/2024 | Perigon Wealth Management LLC | 664,943 | $20.10M | 0.6% | +6.2% | 0.348% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 40,329 | $1.22M | 0.8% | -5.4% | 0.021% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 1,328 | $40K | 0.0% | N/A | 0.001% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,363,157 | $41.20M | 0.1% | -15.9% | 0.713% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 29,370 | $888K | 0.6% | +7.3% | 0.015% | |
| 4/29/2024 | Wealthspan Partners LLC | 170,959 | $5.17M | 3.0% | +6.3% | 0.089% | |
| 4/29/2024 | American Capital Advisory LLC | 128,903 | $3.90M | 3.0% | -37.0% | 0.067% | |
| 4/29/2024 | PBMares Wealth Management LLC | 410,944 | $12.42M | 3.2% | +24.6% | 0.215% | |
| 4/29/2024 | RAM Investment Partners LLC | 1,337,915 | $40.43M | 12.7% | +6.8% | 0.700% | |
| 4/29/2024 | Newman Dignan & Sheerar Inc. | 51,446 | $1.56M | 0.4% | +3.3% | 0.027% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 172,201 | $5.20M | 2.0% | +8.7% | 0.090% | |
| 4/27/2024 | Fonville Wealth Management LLC | 286,320 | $8.65M | 3.8% | +32.2% | 0.150% | |
| 4/27/2024 | Capital Performance Advisors LLP | 9,877 | $298K | 0.1% | +20.0% | 0.005% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 383,301 | $11.58M | 0.2% | -0.6% | 0.201% | |
| 4/26/2024 | Plan Group Financial LLC | 248,596 | $7.51M | 4.9% | +14.0% | 0.130% | |
| 4/26/2024 | RCS Financial Planning LLC | 17,086 | $516K | 0.3% | +2.0% | 0.009% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 438,253 | $13.24M | 2.3% | +81.2% | 0.229% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 462,357 | $13.65M | 0.6% | +9.0% | 0.242% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 16,224 | $490K | 0.0% | N/A | 0.008% | |
| 4/26/2024 | LifePro Asset Management | 8,639 | $261K | 0.2% | N/A | 0.005% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 276,274 | $8.35M | 5.4% | +3.0% | 0.145% | |
| 4/26/2024 | Robinson Smith Wealth Advisors LLC | 69,362 | $2.10M | 2.0% | +5.9% | 0.036% | |
| 4/26/2024 | Claris Advisors LLC MO | 54,061 | $1.63M | 0.8% | +14.7% | 0.028% | |
| 4/25/2024 | Allworth Financial LP | 592,041 | $17.89M | 0.1% | -2.0% | 0.310% | |
| 4/25/2024 | Mendota Financial Group LLC | 381,187 | $11.52M | 6.7% | +377.9% | 0.199% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 109,267 | $3.30M | 0.4% | +1.6% | 0.057% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 16,873 | $497K | 0.0% | +99.8% | 0.009% | |
| 4/25/2024 | Keb Asset Management LLC | 59,325 | $1.79M | 0.6% | +4.2% | 0.031% | |
| 4/24/2024 | Zhang Financial LLC | 1,409,253 | $42.59M | 3.2% | +9.4% | 0.737% | |
| 4/24/2024 | 1900 Wealth Management LLC | 380,581 | $11.50M | 1.0% | -50.1% | 0.199% | |
| 4/24/2024 | Oceanside Advisors LLC | 118,453 | $3.58M | 3.0% | +2.8% | 0.062% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 152,286 | $4.61M | 0.9% | +26.6% | 0.080% | |
| 4/24/2024 | Acorn Creek Capital LLC | 13,173 | $398K | 0.3% | +12.1% | 0.007% | |
| 4/24/2024 | Greenspring Advisors LLC | 25,053 | $757K | 0.2% | +211.5% | 0.013% | |
| 4/24/2024 | SOL Capital Management CO | 141,330 | $4.27M | 0.5% | -1.0% | 0.074% | |
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| 4/24/2024 | Simplicity Wealth LLC | 7,501 | $227K | 0.0% | N/A | 0.004% | |
| 4/24/2024 | Spire Wealth Management | 45,197 | $1.37M | 0.1% | +3.2% | 0.024% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 303,324 | $9.17M | 4.8% | +80.2% | 0.159% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,533 | $77K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 437,359 | $13.22M | 0.0% | -40.2% | 0.229% | |
| 4/23/2024 | Sutton Place Investors LLC | 157,371 | $4.76M | 2.4% | +14.1% | 0.082% | |
| 4/22/2024 | Forza Wealth Management LLC | 187,670 | $5.67M | 2.9% | +9.8% | 0.098% | |
| 4/22/2024 | Arista Wealth Management LLC | 395,260 | $11.95M | 9.1% | -62.7% | 0.207% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 116,179 | $3.51M | 1.3% | +9.0% | 0.061% | |
| 4/22/2024 | Drive Wealth Management LLC | 149,383 | $4.51M | 1.3% | +9.7% | 0.078% | |
