| 5/30/2024 | Peninsula Wealth LLC | 96,021 | $2.88M | 0.4% | -7.4% | 0.150% | |
| 5/21/2024 | LRI Investments LLC | 169,978 | $5.10M | 0.7% | N/A | 0.265% | |
| 5/17/2024 | Investmark Advisory Group LLC | 66,509 | $2.00M | 1.1% | +51.6% | 0.104% | |
| 5/16/2024 | Vawter Financial Ltd. | 109,110 | $3.27M | 2.4% | +5.3% | 0.170% | |
| 5/16/2024 | WPWealth LLP | 1,144,178 | $34.31M | 8.9% | +14.3% | 1.782% | |
| 5/15/2024 | LRI Investments LLC | 171,998 | $5.06M | 0.7% | N/A | 0.268% | |
|
| 5/14/2024 | EP Wealth Advisors LLC | 2,284,982 | $68.53M | 0.8% | +17.8% | 3.559% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 183,978 | $5.52M | 0.6% | +39.0% | 0.287% | |
| 5/13/2024 | Index Fund Advisors Inc. | 688,098 | $20.64M | 1.1% | +13.6% | 1.072% | |
| 5/10/2024 | Truepoint Inc. | 1,796,037 | $53.86M | 1.5% | +25.7% | 2.798% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 283,946 | $8.52M | 0.1% | +586.2% | 0.442% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 53,917 | $1.62M | 0.2% | +28.1% | 0.084% | |
| 5/7/2024 | BOS Asset Management LLC | 239,137 | $7.17M | 3.8% | N/A | 0.372% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 125,438 | $3.76M | 1.6% | +12.3% | 0.195% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 1,871,365 | $56.12M | 7.6% | -0.6% | 2.915% | |
| 5/4/2024 | Team Hewins LLC | 722,230 | $21.66M | 3.0% | +2.7% | 1.204% | |
| 5/3/2024 | VeraBank N.A. | 333,409 | $10.00M | 3.1% | +9.5% | 0.556% | |
| 5/3/2024 | Larson Financial Group LLC | 332,892 | $9.98M | 0.8% | -8.7% | 0.555% | |
| 5/3/2024 | Liberty Wealth Management LLC | 388,681 | $11.66M | 2.3% | -1.8% | 0.648% | |
| 5/3/2024 | Compass Financial Group Inc. | 43,026 | $1.29M | 0.7% | +13.3% | 0.072% | |
| 5/2/2024 | Quent Capital LLC | 579,822 | $17.39M | 2.0% | +207.4% | 0.966% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 94,548 | $2.84M | 2.5% | +18.4% | 0.158% | |
| 5/1/2024 | Blue Trust Inc. | 104,136 | $3.12M | 0.0% | +37.8% | 0.174% | |
| 5/1/2024 | Envision Financial Planning LLC | 75,387 | $2.26M | 1.8% | +18.4% | 0.126% | |
| 4/30/2024 | Private Advisor Group LLC | 33,884 | $1.02M | 0.0% | +27.8% | 0.056% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 129,550 | $3.89M | 0.0% | +15.0% | 0.216% | |
| 4/29/2024 | PBMares Wealth Management LLC | 7,345 | $220K | 0.1% | N/A | 0.012% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 90,777 | $2.72M | 1.0% | +5.7% | 0.151% | |
| 4/27/2024 | Austin Asset Management Co Inc | 241,954 | $7.26M | 1.6% | +3.0% | 0.403% | |
| 4/26/2024 | RCS Financial Planning LLC | 12,214 | $366K | 0.2% | -3.1% | 0.020% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 278,202 | $8.09M | 0.3% | +14.7% | 0.464% | |
| 4/26/2024 | Sprinkle Financial Consultants LLC | 44,799 | $1.34M | 1.1% | +2.3% | 0.075% | |
| 4/25/2024 | Tilson Financial Group Inc. | 417,525 | $12.52M | 6.7% | +26.2% | 0.696% | |
| 4/24/2024 | Zhang Financial LLC | 31,252 | $937K | 0.1% | +3.3% | 0.052% | |
| 4/24/2024 | Acorn Creek Capital LLC | 525,021 | $15.75M | 9.9% | +4.5% | 0.875% | |
| 4/24/2024 | Gemmer Asset Management LLC | 163,950 | $4.92M | 0.6% | +5.0% | 0.273% | |
| 4/24/2024 | Essex Financial Services Inc. | 42,303 | $1.27M | 0.1% | -6.2% | 0.071% | |
| 4/23/2024 | Bfsg LLC | 65,953 | $1.98M | 0.3% | +9.4% | 0.110% | |
| 4/23/2024 | Warner Financial Inc. | 12,381 | $371K | 0.2% | +32.4% | 0.021% | |
| 4/22/2024 | Corrigan Financial Inc. | 421,865 | $12.65M | 3.2% | +64.4% | 0.703% | |
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| 4/19/2024 | Level Financial Advisors | 60,497 | $1.81M | 0.8% | +110.2% | 0.101% | |
| 4/19/2024 | Retirement Guys Formula LLC | 75,153 | $2.25M | 1.1% | -32.9% | 0.125% | |
| 4/18/2024 | Total Wealth Planning LLC | 574,832 | $17.24M | 3.0% | +16.0% | 1.949% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 26,826 | $805K | 0.4% | +6.2% | 0.091% | |
| 4/18/2024 | Francis Financial Inc. | 178,440 | $5.35M | 1.7% | +18.4% | 0.605% | |
| 4/18/2024 | Advisory Services & Investments LLC | 146,565 | $4.40M | 3.0% | +17.1% | 0.497% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 41,524 | $1.25M | 0.5% | +15.3% | 0.141% | |
| 4/17/2024 | Annapolis Financial Services LLC | 1,178 | $35K | 0.0% | -94.5% | 0.004% | |
| 4/17/2024 | Family CFO Inc | 8,460 | $254K | 0.2% | +91.5% | 0.029% | |
| 4/17/2024 | Trinity Financial Advisors LLC | 70,039 | $2.10M | 0.9% | +2.4% | 0.237% | |
| 4/17/2024 | Criterion Capital Advisors LLC | 56,170 | $1.69M | 1.1% | +14.1% | 0.190% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 661,986 | $19.85M | 0.1% | +6.2% | 2.244% | |
| 4/15/2024 | Disciplined Investments LLC | 114,554 | $3.44M | 1.9% | +12.8% | 0.388% | |
| 4/15/2024 | Schoolcraft Capital LLC | 352,625 | $10.58M | 2.5% | +16.3% | 1.195% | |
| 4/13/2024 | Evanson Asset Management LLC | 332,084 | $9.96M | 0.8% | +63.4% | 1.126% | |
| 4/11/2024 | Maryland Capital Advisors Inc. | 64,189 | $1.93M | 1.2% | +11.0% | 0.218% | |
| 4/11/2024 | RFG Advisory LLC | 281,124 | $8.43M | 0.3% | +1.3% | 0.953% | |
| 4/9/2024 | Collective Family Office LLC | 51,792 | $1.55M | 0.5% | -1.4% | 0.176% | |
| 4/9/2024 | Foster Group Inc. | 10,791 | $324K | 0.0% | N/A | 0.037% | |
| 4/8/2024 | Emprise Bank | 44,086 | $1.32M | 0.9% | N/A | 0.149% | |
| 2/28/2024 | EP Wealth Advisors LLC | 1,940,225 | $52.48M | 0.7% | +34.3% | 6.577% | |
| 2/26/2024 | Great Oak Capital Partners LLC | 587,734 | $15.90M | 8.5% | N/A | 1.992% | |
| 2/23/2024 | Regal Wealth Group Inc. | 822,968 | $22.12M | 13.6% | -0.4% | 2.790% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 242,570 | $6.54M | 0.3% | +13.2% | 0.822% | |
| 2/16/2024 | Studio Investment Management LLC | 70,639 | $1.91M | 0.5% | +0.8% | 0.239% | |
| 2/14/2024 | Pathstone Holdings LLC | 3,229,783 | $87.37M | 0.5% | N/A | 10.948% | |
| 2/14/2024 | Elevate Wealth Advisory Inc. | 79,869 | $2.16M | 2.0% | N/A | 0.271% | |
| 2/14/2024 | Wescott Financial Advisory Group LLC | 232,975 | $6.30M | 0.9% | +20.6% | 0.790% | |
| 2/14/2024 | CFS Investment Advisory Services LLC | 14,605 | $395K | 0.1% | N/A | 0.050% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 157,082 | $4.25M | 0.2% | +118.3% | 0.532% | |
| 2/13/2024 | Vawter Financial Ltd. | 103,607 | $2.80M | 2.2% | +76.5% | 0.351% | |
| 2/13/2024 | Advisory Services & Investments LLC | 125,207 | $3.39M | 2.5% | +23.9% | 0.424% | |
| 2/13/2024 | Legacy Financial Group Inc. | 105,562 | $2.86M | 1.2% | +60.3% | 0.358% | |
| 2/13/2024 | Summit Financial Strategies Inc. | 650,374 | $17.59M | 2.7% | N/A | 2.205% | |
| 2/13/2024 | Vannoy Advisory Group Inc. | 77,731 | $2.10M | 1.7% | N/A | 0.263% | |
| 2/12/2024 | American Investment Services Inc. | 76,189 | $2.06M | 0.4% | +171.5% | 0.258% | |
| 2/12/2024 | Sprinkle Financial Consultants LLC | 43,807 | $1.19M | 1.2% | N/A | 0.148% | |
| 2/12/2024 | Keb Asset Management LLC | 13,311 | $360K | 0.1% | N/A | 0.045% | |
| 2/9/2024 | Team Hewins LLC | 703,418 | $19.03M | 2.9% | +8.8% | 2.384% | |
| 2/9/2024 | FineMark National Bank & Trust | 12,036 | $326K | 0.0% | N/A | 0.041% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 2,545 | $69K | 0.0% | N/A | 0.009% | |
| 2/9/2024 | Corient Private Wealth LLC | 3,218,158 | $87.05M | 0.2% | +14.3% | 10.909% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 633,183 | $17.13M | 0.2% | +15.4% | 2.146% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 41,380 | $1.12M | 0.0% | N/A | 0.140% | |
| 2/7/2024 | FinDec Wealth Services Inc. | 320,971 | $8.68M | 5.8% | -33.2% | 1.088% | |
| 2/6/2024 | Private Advisor Group LLC | 26,514 | $717K | 0.0% | +128.0% | 0.090% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 9,011 | $244K | 0.0% | N/A | 0.031% | |
| 2/6/2024 | TCI Wealth Advisors Inc. | 42,099 | $1.14M | 0.1% | +93.6% | 0.143% | |
| 2/6/2024 | SYM FINANCIAL Corp | 13,072 | $354K | 0.1% | N/A | 0.044% | |
| 2/6/2024 | VeraBank N.A. | 304,354 | $8.23M | 2.8% | +20.1% | 1.032% | |
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| 2/6/2024 | SRS Capital Advisors Inc. | 620,710 | $16.79M | 1.9% | +5.0% | 2.104% | |
| 2/6/2024 | Trinity Financial Advisors LLC | 68,417 | $1.85M | 0.9% | +8.7% | 0.232% | |
| 2/6/2024 | DiNuzzo Private Wealth Inc. | 1,881,952 | $50.91M | 7.2% | N/A | 6.379% | |
| 2/6/2024 | Essex Financial Services Inc. | 45,108 | $1.22M | 0.1% | -33.5% | 0.153% | |
| 2/5/2024 | Savant Capital LLC | 324,222 | $8.77M | 0.1% | -20.5% | 1.099% | |
| 2/5/2024 | Mather Group LLC. | 791,902 | $21.42M | 0.3% | +12.4% | 2.684% | |
| 2/5/2024 | Total Wealth Planning LLC | 495,687 | $13.41M | 2.4% | +34.5% | 1.680% | |
| 2/2/2024 | McClarren Financial Advisors Inc. | 10,989 | $297K | 0.2% | +59.0% | 0.037% | |
| 2/2/2024 | Compass Financial Group Inc. | 37,966 | $1.03M | 0.6% | +17.7% | 0.129% | |
| 2/2/2024 | Bfsg LLC | 60,299 | $1.63M | 0.2% | N/A | 0.204% | |
