| 5/22/2024 | Burney Co. | 397,660 | $18.71M | 0.7% | -20.6% | 0.682% | |
| 5/16/2024 | Jane Street Group LLC | 1,124,533 | $52.90M | 0.0% | +155.5% | 1.929% | |
| 5/16/2024 | WPWealth LLP | 808,853 | $38.05M | 9.8% | +281.5% | 1.387% | |
| 5/16/2024 | Waverly Advisors LLC | 384,215 | $18.07M | 0.4% | -6.9% | 0.659% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 2,246,576 | $105.68M | 10.3% | +10.3% | 3.853% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 13,852 | $652K | 0.0% | +30.5% | 0.024% | |
|
| 5/14/2024 | OLD Mission Capital LLC | 66,791 | $3.14M | 0.1% | N/A | 0.115% | |
| 5/14/2024 | CreativeOne Wealth LLC | 15,897 | $748K | 0.0% | N/A | 0.027% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 26,264 | $1.24M | 0.5% | +121.4% | 0.045% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 386,230 | $18.17M | 2.1% | +63.2% | 0.662% | |
| 5/14/2024 | Northwest Wealth Management LLC | 55,463 | $2.61M | 0.7% | +415.9% | 0.095% | |
| 5/14/2024 | Mattern Wealth Management LLC | 512,752 | $24.12M | 5.9% | +5.7% | 0.880% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 29,968 | $1.41M | 0.5% | +9.9% | 0.051% | |
| 5/10/2024 | Nwam LLC | 13,989 | $657K | 0.1% | +3.0% | 0.024% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 40,977 | $1.93M | 0.0% | -33.1% | 0.070% | |
| 5/9/2024 | SageView Advisory Group LLC | 58,735 | $2.76M | 0.1% | +1.4% | 0.101% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,673 | $267K | 0.0% | -6.0% | 0.010% | |
| 5/7/2024 | BOS Asset Management LLC | 26,573 | $1.25M | 0.7% | +166.1% | 0.046% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 235,741 | $11.09M | 4.7% | +64.0% | 0.404% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 1,946,362 | $91.56M | 12.4% | -2.5% | 3.339% | |
| 5/4/2024 | Hemington Wealth Management | 57,577 | $2.71M | 1.0% | N/A | 0.104% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 12,551 | $590K | 0.0% | +38.3% | 0.023% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 162,954 | $7.67M | 6.5% | +21.0% | 0.296% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 18,409 | $866K | 0.3% | +52.2% | 0.033% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 19,486 | $917K | 0.8% | -6.7% | 0.035% | |
| 4/30/2024 | Private Advisor Group LLC | 61,138 | $2.88M | 0.0% | +27.5% | 0.111% | |
| 4/30/2024 | Hartline Investment Corp | 10,648 | $501K | 0.1% | N/A | 0.019% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 327,024 | $15.38M | 10.9% | +1.3% | 0.594% | |
| 4/30/2024 | Concord Wealth Partners | 160,161 | $7.53M | 1.4% | +4.9% | 0.291% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 51,334 | $2.41M | 1.4% | -1.5% | 0.093% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 71,588 | $3.37M | 2.2% | +7.0% | 0.130% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 850,827 | $40.02M | 0.1% | +12.6% | 1.544% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 17,410 | $819K | 0.5% | +17.9% | 0.032% | |
| 4/29/2024 | PBMares Wealth Management LLC | 26,614 | $1.25M | 0.3% | +28.8% | 0.048% | |
| 4/29/2024 | RAM Investment Partners LLC | 506,893 | $23.84M | 7.5% | +4.3% | 0.920% | |
| 4/27/2024 | Austin Asset Management Co Inc | 11,080 | $521K | 0.1% | +9.7% | 0.020% | |
| 4/26/2024 | Acorn Wealth Advisors LLC | 66,593 | $3.13M | 1.6% | +15.0% | 0.121% | |
| 4/26/2024 | RCS Financial Planning LLC | 243,189 | $11.44M | 7.0% | +8.2% | 0.441% | |
| 4/26/2024 | Quarry Hill Advisors LLC | 23,470 | $1.10M | 0.8% | +2.6% | 0.043% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 100,193 | $4.69M | 0.2% | +21.4% | 0.182% | |
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| 4/26/2024 | LifePro Asset Management | 54,996 | $2.59M | 1.7% | N/A | 0.100% | |
| 4/26/2024 | Claris Advisors LLC MO | 14,581 | $686K | 0.3% | +76.9% | 0.026% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,055 | $2.03M | 0.0% | +14.6% | 0.078% | |
| 4/24/2024 | Oceanside Advisors LLC | 207,721 | $9.77M | 8.1% | -1.7% | 0.377% | |
| 4/24/2024 | Simplicity Wealth LLC | 22,484 | $1.06M | 0.0% | N/A | 0.041% | |
| 4/24/2024 | Spire Wealth Management | 7,442 | $350K | 0.0% | +5.9% | 0.014% | |
| 4/23/2024 | Meredith Wealth Planning | 41,117 | $1.93M | 1.1% | +24.2% | 0.075% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,337 | $63K | 0.0% | N/A | 0.002% | |
| 4/23/2024 | Applied Capital LLC | 33,972 | $1.60M | 0.9% | -4.6% | 0.062% | |
| 4/23/2024 | Sutton Place Investors LLC | 38,932 | $1.83M | 0.9% | +38.4% | 0.071% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 338,418 | $15.92M | 2.1% | +14.0% | 0.614% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 98,667 | $4.64M | 1.7% | +15.3% | 0.179% | |
| 4/19/2024 | Spinnaker Investment Group LLC | 12,818 | $603K | 0.2% | +4.0% | 0.023% | |
| 4/19/2024 | TCP Asset Management LLC | 28,295 | $1.33M | 0.4% | +9.0% | 0.051% | |
| 4/19/2024 | AWM Capital LLC | 103,215 | $4.86M | 0.8% | +6.0% | 0.187% | |
| 4/18/2024 | Shira Ridge Wealth Management | 46,508 | $2.19M | 1.3% | -5.7% | 0.155% | |
| 4/18/2024 | Narus Financial Partners LLC | 19,759 | $929K | 0.4% | +185.1% | 0.066% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 25,430 | $1.20M | 0.6% | +5.4% | 0.084% | |
| 4/18/2024 | Seaside Wealth Management Inc. | 5,543 | $261K | 0.1% | -37.3% | 0.018% | |
| 4/18/2024 | Barry Investment Advisors LLC | 10,370 | $488K | 0.2% | N/A | 0.034% | |
| 4/17/2024 | White Wing Wealth Management | 120,332 | $5.65M | 4.7% | +9.1% | 0.400% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 91,703 | $4.31M | 1.6% | +20.9% | 0.305% | |
| 4/17/2024 | Annapolis Financial Services LLC | 25,707 | $1.21M | 0.4% | -88.8% | 0.085% | |
| 4/16/2024 | Dixon Fnancial Services Inc. | 6,874 | $323K | 0.2% | +43.5% | 0.023% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 13,858 | $652K | 0.4% | -13.6% | 0.046% | |
| 4/16/2024 | Bridge Advisory LLC | 35,097 | $1.65M | 0.8% | -13.0% | 0.117% | |
| 4/16/2024 | Onyx Financial Advisors LLC | 282,109 | $13.27M | 8.2% | +14.7% | 0.937% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 95,854 | $4.51M | 0.0% | +14.1% | 0.318% | |
| 4/15/2024 | Disciplined Investments LLC | 36,828 | $1.73M | 0.9% | +26.3% | 0.122% | |
| 4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 69,437 | $3.26M | 1.4% | +5.4% | 0.231% | |
| 4/15/2024 | Great Oak Capital Partners LLC | 246,222 | $11.58M | 5.1% | +41.6% | 0.818% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 188,443 | $8.86M | 0.3% | +6.6% | 0.626% | |
| 4/12/2024 | Global Trust Asset Management LLC | 4,133 | $194K | 0.1% | -5.0% | 0.014% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 1,017,050 | $47.84M | 8.4% | +10.5% | 3.379% | |
| 4/11/2024 | Security Financial Services INC. | 6,826 | $321K | 0.1% | +16.2% | 0.023% | |
| 4/11/2024 | Signature Resources Capital Management LLC | 230,165 | $10.82M | 10.0% | -3.9% | 0.765% | |
| 4/11/2024 | City State Bank | 5,000 | $235K | 0.1% | N/A | 0.017% | |
| 4/11/2024 | Pioneer Wealth Management Group | 108,820 | $5.12M | 2.9% | N/A | 0.362% | |
| 4/11/2024 | RFG Advisory LLC | 412,706 | $19.41M | 0.7% | +5.0% | 1.371% | |
| 4/10/2024 | Park Avenue Securities LLC | 266,885 | $12.55M | 0.2% | +0.5% | 0.887% | |
| 4/10/2024 | Apella Capital LLC | 804,918 | $37.86M | 1.9% | +8.4% | 2.674% | |
| 4/9/2024 | Collective Family Office LLC | 8,546 | $402K | 0.1% | -38.3% | 0.028% | |
| 4/9/2024 | Great Waters Wealth Management | 800,080 | $37.64M | 6.2% | +24.1% | 2.658% | |
| 4/9/2024 | Mather Group LLC. | 1,504 | $71K | 0.0% | N/A | 0.005% | |
| 4/2/2024 | Peirce Capital Management LLC | 164,774 | $7.75M | 4.3% | +23.7% | 0.547% | |
| 3/20/2024 | Family Wealth Partners LLC | 62,621 | $2.94M | 2.3% | N/A | 0.208% | |
| 2/29/2024 | Tortoise Investment Management LLC | 118,156 | $5.56M | 0.8% | -1.9% | 0.393% | |
| 2/28/2024 | Forthright Family Wealth Advisory LLC | 14,771 | $694K | 0.5% | N/A | 0.049% | |
| 2/28/2024 | EP Wealth Advisors LLC | 4,107 | $193K | 0.0% | N/A | 0.014% | |
| 2/28/2024 | Abel Hall LLC | 7,826 | $368K | 0.3% | N/A | 0.026% | |
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| 2/27/2024 | Beaird Harris Wealth Management LLC | 2,037,607 | $95.79M | 10.1% | +16.9% | 6.769% | |
| 2/26/2024 | Great Oak Capital Partners LLC | 173,832 | $8.17M | 4.4% | N/A | 0.578% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 82,505 | $3.87M | 0.2% | +38.3% | 0.274% | |
| 2/15/2024 | Buckingham Strategic Partners LLC | 553,100 | $26.00M | 1.2% | +118.5% | 1.838% | |
| 2/15/2024 | Buckingham Strategic Wealth LLC | 934,771 | $43.94M | 0.5% | +453.5% | 3.106% | |
| 2/14/2024 | Waverly Advisors LLC | 412,765 | $19.40M | 0.7% | -21.4% | 1.371% | |
| 2/14/2024 | Northwest Wealth Management LLC | 10,751 | $505K | 0.2% | +62.7% | 0.036% | |
| 2/14/2024 | Elevate Wealth Advisory Inc. | 20,885 | $982K | 0.9% | N/A | 0.069% | |
| 2/14/2024 | Keyes Stange & Wooten Wealth Management LLC | 12,308 | $579K | 0.6% | N/A | 0.041% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 53,272 | $2.50M | 2.4% | N/A | 0.177% | |
