| 5/30/2024 | Peninsula Wealth LLC | 8,122 | $617K | 0.1% | N/A | 0.006% | |
| 5/29/2024 | Garde Capital Inc. | 225,761 | $17.15M | 1.2% | -4.1% | 0.156% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 210,312 | $15.98M | 0.1% | -11.0% | 0.146% | |
| 5/24/2024 | Cetera Advisors LLC | 139,269 | $10.58M | 0.1% | +66.5% | 0.096% | |
| 5/24/2024 | Cetera Investment Advisers | 431,996 | $32.82M | 0.1% | +209.3% | 0.299% | |
| 5/24/2024 | Invst LLC | 5,047 | $381K | 0.0% | +34.2% | 0.003% | |
|
| 5/24/2024 | Dodds Wealth LLC | 453,926 | $34.49M | 14.0% | +5.7% | 0.314% | |
| 5/22/2024 | Koesten Hirschmann & Crabtree INC. | 16,293 | $1.24M | 0.8% | -2.1% | 0.011% | |
| 5/17/2024 | William Howard & Co Financial Advisors Inc | 2,711 | $206K | 0.2% | N/A | 0.002% | |
| 5/17/2024 | XML Financial LLC | 363,201 | $27.60M | 2.8% | -1.0% | 0.252% | |
| 5/17/2024 | Comerica Bank | 9,287 | $706K | 0.0% | -25.8% | 0.006% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 15,353 | $1.17M | 0.0% | -17.2% | 0.011% | |
| 5/16/2024 | Vawter Financial Ltd. | 6,990 | $531K | 0.4% | +16.2% | 0.005% | |
| 5/16/2024 | Waverly Advisors LLC | 64,471 | $4.90M | 0.1% | N/A | 0.045% | |
| 5/16/2024 | Econ Financial Services Corp | 9,488 | $721K | 0.4% | N/A | 0.007% | |
| 5/15/2024 | Kestra Advisory Services LLC | 200,332 | $15.22M | 0.1% | +41.1% | 0.139% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 60,545 | $4.60M | 0.4% | +0.7% | 0.042% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 6,988 | $531K | 0.0% | -5.9% | 0.005% | |
| 5/14/2024 | EP Wealth Advisors LLC | 40,404 | $3.07M | 0.0% | +0.4% | 0.028% | |
| 5/14/2024 | CreativeOne Wealth LLC | 31,606 | $2.40M | 0.1% | +709.2% | 0.022% | |
| 5/14/2024 | Sculati Wealth Management LLC | 62,397 | $4.74M | 2.0% | +0.7% | 0.043% | |
| 5/14/2024 | Elgethun Capital Management | 19,687 | $1.49M | 0.4% | +2.2% | 0.014% | |
| 5/13/2024 | Goepper Burkhardt LLC | 175,546 | $13.13M | 6.1% | -3.2% | 0.122% | |
| 5/13/2024 | Cedar Wealth Management LLC | 26,309 | $2.00M | 0.7% | +1.0% | 0.018% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 4,129 | $314K | 0.3% | -43.4% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 9,542 | $725K | 0.0% | -48.3% | 0.007% | |
| 5/11/2024 | Lcnb Corp | 153,226 | $11.64M | 4.2% | +7.7% | 0.106% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 14,366 | $1.09M | 0.6% | +63.8% | 0.010% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 13,367 | $1.02M | 0.1% | -13.2% | 0.009% | |
| 5/11/2024 | Northern Capital Management Inc. | 409,198 | $31.09M | 21.7% | +23.0% | 0.283% | |
| 5/10/2024 | Osaic Holdings Inc. | 4,575,921 | $347.69M | 0.8% | -19.2% | 3.169% | |
| 5/10/2024 | Blue Barn Wealth LLC | 6,053 | $460K | 0.3% | -14.3% | 0.004% | |
| 5/10/2024 | Kelman Lazarov Inc. | 5,384 | $409K | 0.1% | -10.3% | 0.004% | |
| 5/10/2024 | Truepoint Inc. | 4,130 | $314K | 0.0% | N/A | 0.003% | |
| 5/10/2024 | Nwam LLC | 10,001 | $759K | 0.1% | -26.9% | 0.007% | |
| 5/9/2024 | Barden Capital Management Inc. | 34,729 | $2.64M | 2.6% | -26.0% | 0.024% | |
| 5/9/2024 | ProVise Management Group LLC | 124,424 | $9.45M | 0.8% | -34.7% | 0.086% | |
| 5/9/2024 | Blair William & Co. IL | 7,376 | $560K | 0.0% | -9.5% | 0.005% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 89,548 | $6.80M | 0.1% | +1.5% | 0.062% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 107,058 | $8.13M | 0.3% | -1.4% | 0.074% | |
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| 5/9/2024 | Condor Capital Management | 15,233 | $1.16M | 0.1% | -25.6% | 0.011% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 33,836 | $2.57M | 0.3% | -34.5% | 0.023% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 58,668 | $4.46M | 1.0% | -39.2% | 0.041% | |
| 5/8/2024 | MAI Capital Management | 321,644 | $24.44M | 0.3% | +151.6% | 0.223% | |
| 5/8/2024 | Ethos Financial Group LLC | 169,263 | $12.87M | 2.4% | +4.0% | 0.117% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 232,135 | $17.64M | 0.2% | +54.7% | 0.161% | |
| 5/8/2024 | US Bancorp DE | 140,428 | $10.67M | 0.0% | -13.6% | 0.097% | |
| 5/8/2024 | Watershed Private Wealth LLC | 17,527 | $1.33M | 0.6% | -19.9% | 0.012% | |
| 5/7/2024 | WNY Asset Management LLC | 8,354 | $635K | 0.1% | -7.0% | 0.006% | |
| 5/7/2024 | Sei Investments Co. | 10,946,307 | $831.70M | 1.2% | +5.5% | 7.581% | |
| 5/7/2024 | Atomi Financial Group Inc. | 193,757 | $14.72M | 1.4% | +118.6% | 0.134% | |
| 5/7/2024 | BCGM Wealth Management LLC | 18,922 | $1.44M | 0.5% | -1.1% | 0.013% | |
| 5/7/2024 | PFG Advisors | 3,168 | $241K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 15,536 | $1.18M | 1.0% | -35.1% | 0.011% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 142,581 | $10.83M | 0.3% | -0.4% | 0.099% | |
| 5/7/2024 | Wealthspire Advisors LLC | 11,519 | $875K | 0.0% | -4.3% | 0.008% | |
| 5/7/2024 | Marquette Asset Management LLC | 9,590 | $729K | 0.1% | -4.9% | 0.007% | |
| 5/7/2024 | Empowered Funds LLC | 20,555 | $1.56M | 0.0% | N/A | 0.014% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 233,584 | $17.75M | 0.1% | +120.9% | 0.162% | |
| 5/6/2024 | Gill Capital Partners LLC | 122,223 | $8.88M | 3.6% | +3.5% | 0.085% | |
| 5/6/2024 | Kades & Cheifetz LLC | 4,482 | $341K | 0.2% | -28.8% | 0.003% | |
| 5/4/2024 | PrairieView Partners LLC | 97,651 | $7.42M | 0.9% | -4.1% | 0.068% | |
| 5/4/2024 | Vista Capital Partners Inc. | 5,603 | $426K | 0.1% | -43.7% | 0.004% | |
| 5/4/2024 | Essex LLC | 2,757 | $209K | 0.0% | N/A | 0.002% | |
| 5/4/2024 | Csenge Advisory Group | 12,618 | $959K | 0.1% | +1.8% | 0.009% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 6,692 | $508K | 0.3% | -9.2% | 0.005% | |
| 5/4/2024 | Glassman Wealth Services | 70,749 | $5.38M | 1.1% | -1.2% | 0.049% | |
| 5/3/2024 | Signaturefd LLC | 22,124 | $1.68M | 0.0% | -11.7% | 0.015% | |
| 5/3/2024 | Embree Financial Group | 53,635 | $4.08M | 0.8% | -0.5% | 0.037% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,314 | $480K | 0.1% | +71.5% | 0.004% | |
| 5/3/2024 | Lutz Financial Services LLC | 2,759 | $210K | 0.0% | N/A | 0.002% | |
| 5/3/2024 | Smith Salley Wealth Management | 6,816 | $518K | 0.0% | -12.4% | 0.005% | |
| 5/2/2024 | Mutual Advisors LLC | 192,256 | $14.61M | 0.5% | -0.1% | 0.133% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 326,333 | $24.80M | 0.6% | -3.2% | 0.226% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 128,319 | $9.71M | 3.7% | +8.0% | 0.089% | |
| 5/2/2024 | Financial Counselors Inc. | 608,506 | $46.23M | 0.8% | -6.4% | 0.421% | |
| 5/2/2024 | GSB Wealth Management LLC | 9,683 | $736K | 0.2% | -23.0% | 0.007% | |
| 5/2/2024 | Choreo LLC | 11,496 | $873K | 0.0% | +6.0% | 0.008% | |
| 5/2/2024 | Schaeffer Financial LLC | 36,734 | $2.79M | 2.8% | -0.5% | 0.025% | |
| 5/1/2024 | Paces Ferry Wealth Advisors LLC | 74,794 | $5.68M | 3.6% | -13.0% | 0.052% | |
| 5/1/2024 | Stone Point Wealth LLC | 7,242 | $550K | 0.2% | -3.3% | 0.005% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 3,242 | $246K | 0.1% | N/A | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 30,822 | $2.34M | 0.0% | -7.8% | 0.021% | |
| 5/1/2024 | Ballast Advisors LLC | 379,350 | $28.82M | 9.7% | +6.4% | 0.263% | |
| 5/1/2024 | Klingman & Associates LLC | 6,284 | $477K | 0.0% | -9.6% | 0.004% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 3,852 | $293K | 0.0% | -70.5% | 0.003% | |
| 5/1/2024 | Mission Wealth Management LP | 4,998 | $380K | 0.0% | +58.2% | 0.003% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 86,205 | $6.55M | 0.1% | -4.7% | 0.060% | |
| 5/1/2024 | Diversify Advisory Services LLC | 10,003 | $756K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | Private Advisor Group LLC | 24,467 | $1.86M | 0.0% | -8.7% | 0.017% | |
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| 4/30/2024 | J.W. Cole Advisors Inc. | 29,647 | $2.25M | 0.1% | +2.5% | 0.021% | |
| 4/30/2024 | Curtis Advisory Group LLC | 68,695 | $5.22M | 2.0% | +1.0% | 0.048% | |
| 4/30/2024 | HB Wealth Management LLC | 63,508 | $4.83M | 0.1% | -1.0% | 0.044% | |
| 4/30/2024 | SpiderRock Advisors LLC | 12,413 | $919K | 0.0% | N/A | 0.009% | |
| 4/30/2024 | Mitchell Sinkler & Starr PA | 500 | $38K | 0.0% | N/A | 0.000% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 35,151 | $2.67M | 1.0% | +221.6% | 0.024% | |
| 4/30/2024 | JMG Financial Group Ltd. | 28,561 | $2.17M | 0.1% | +8.1% | 0.020% | |
| 4/30/2024 | Naples Money Management LLC | 894 | $68K | 0.1% | N/A | 0.001% | |
| 4/30/2024 | Perigon Wealth Management LLC | 181,058 | $13.76M | 0.4% | +4.0% | 0.125% | |
| 4/30/2024 | SkyOak Wealth LLC | 7,927 | $602K | 0.1% | -3.0% | 0.005% | |
