| 4/19/2024 | OMNI 360 Wealth Inc. | 4,365 | $329K | 0.3% | -10.2% | 0.002% | |
| 4/19/2024 | Leeward Financial Partners LLC | 47,369 | $3.57M | 1.5% | +11.2% | 0.020% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 9,431 | $711K | 0.5% | +47.4% | 0.004% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 3,472 | $262K | 0.0% | -14.3% | 0.001% | |
| 4/18/2024 | Verum Partners LLC | 9,831 | $741K | 0.3% | -33.1% | 0.004% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 20,451 | $1.54M | 0.2% | -15.5% | 0.009% | |
|
| 4/18/2024 | Panoramic Investment Advisors LLC | 4,450 | $336K | 0.2% | +36.9% | 0.002% | |
| 4/18/2024 | Vaughan Nelson Investment Management L.P. | 12,048 | $908K | 0.0% | +3.4% | 0.005% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 82,927 | $6.25M | 0.1% | -3.3% | 0.036% | |
| 4/18/2024 | Silvia Mccoll Wealth Management LLC | 22,429 | $1.65M | 1.4% | +5.8% | 0.010% | |
| 4/18/2024 | Golden Road Advisors LLC | 22,055 | $1.66M | 1.4% | N/A | 0.010% | |
| 4/18/2024 | Fifth Third Securities Inc. | 21,635 | $1.63M | 0.2% | +4.7% | 0.009% | |
| 4/18/2024 | Scott Capital Advisors LLC | 315,475 | $23.53M | 7.2% | +12.3% | 0.136% | |
| 4/18/2024 | Francis Financial Inc. | 413,116 | $31.15M | 10.0% | +13.4% | 0.178% | |
| 4/18/2024 | Successful Portfolios LLC | 4,811 | $363K | 0.2% | +19.1% | 0.002% | |
| 4/18/2024 | LVW Advisors LLC | 2,715 | $205K | 0.0% | -28.7% | 0.001% | |
| 4/18/2024 | Breakwater Capital Group | 29,201 | $2.20M | 0.6% | +4.1% | 0.013% | |
| 4/18/2024 | Clarity Wealth Advisors LLC | 44,527 | $3.36M | 1.1% | +38.1% | 0.019% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 31,726 | $2.39M | 0.5% | +38.4% | 0.014% | |
| 4/17/2024 | Stephens Consulting LLC | 19,569 | $1.48M | 0.5% | -6.3% | 0.008% | |
| 4/17/2024 | Guidance Capital Inc. | 3,392 | $249K | 0.1% | N/A | 0.001% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 313,154 | $23.61M | 3.6% | +99.0% | 0.135% | |
| 4/16/2024 | Capital Insight Partners LLC | 290,085 | $21.87M | 4.1% | +3.7% | 0.125% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 1,920 | $145K | 0.0% | -6.8% | 0.001% | |
| 4/16/2024 | LongView Wealth Management | 5,931 | $447K | 0.2% | +32.1% | 0.003% | |
| 4/16/2024 | Register Financial Advisors LLC | 1,095 | $83K | 0.0% | N/A | 0.000% | |
| 4/16/2024 | Courage Miller Partners LLC | 13,500 | $1.02M | 0.4% | +1.8% | 0.006% | |
| 4/16/2024 | Cypress Wealth Services LLC | 4,911 | $370K | 0.1% | +57.4% | 0.002% | |
| 4/16/2024 | Hurlow Wealth Management Group Inc. | 44,987 | $3.39M | 1.2% | +5.8% | 0.019% | |
| 4/16/2024 | OLIO Financial Planning | 351,857 | $26.92M | 11.5% | -0.1% | 0.152% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 979,469 | $73.85M | 0.2% | +5.2% | 0.422% | |
| 4/15/2024 | Safir Wealth Advisors LLC | 85,419 | $6.44M | 5.3% | +6.7% | 0.042% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 3,952 | $298K | 0.1% | +19.5% | 0.002% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 4,085 | $308K | 0.0% | +11.0% | 0.002% | |
| 4/15/2024 | SMI Advisory Services LLC | 333,213 | $24.85M | 7.0% | +8.0% | 0.164% | |
| 4/15/2024 | Sovereign Financial Group Inc. | 48,205 | $3.64M | 1.0% | +2.2% | 0.024% | |
| 4/15/2024 | Brookstone Capital Management | 196,193 | $14.79M | 0.3% | -2.7% | 0.097% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 58,743 | $4.43M | 1.3% | +7.3% | 0.029% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 1,475 | $111K | 0.0% | +162.5% | 0.001% | |
| 4/15/2024 | Flagstar Advisors Inc. | 5,908 | $446K | 0.1% | -5.3% | 0.003% | |
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| 4/15/2024 | West Paces Advisors Inc. | 3,112 | $235K | 0.1% | -6.7% | 0.002% | |
| 4/13/2024 | Retirement Planning Group LLC | 3,878 | $292K | 0.0% | N/A | 0.002% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 22,292 | $1.68M | 0.1% | -17.3% | 0.011% | |
| 4/12/2024 | Fermata Advisors LLC | 11,134 | $839K | 0.2% | -86.5% | 0.005% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 3,922 | $296K | 0.1% | N/A | 0.002% | |
| 4/12/2024 | Austin Private Wealth LLC | 371,932 | $27.76M | 3.2% | -6.8% | 0.183% | |
| 4/12/2024 | CGN Advisors LLC | 17,580 | $1.33M | 0.2% | -8.3% | 0.009% | |
| 4/12/2024 | Anderson Hoagland & Co. | 15,496 | $1.14M | 0.1% | N/A | 0.008% | |
| 4/11/2024 | Ballentine Partners LLC | 29,936 | $2.26M | 0.0% | +1.8% | 0.015% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 23,218 | $1.75M | 0.3% | -5.7% | 0.011% | |
| 4/11/2024 | Security Financial Services INC. | 8,394 | $633K | 0.1% | +9.5% | 0.004% | |
| 4/11/2024 | Cooper Financial Group | 303,615 | $22.89M | 3.8% | +17.7% | 0.150% | |
| 4/11/2024 | Beacon Capital Management Inc. | 495,879 | $37.01M | 1.6% | -47.2% | 0.244% | |
| 4/11/2024 | Mountain Pacific Investment Advisers Inc. ID | 16,817 | $1.27M | 0.1% | -25.5% | 0.008% | |
| 4/11/2024 | City State Bank | 86,769 | $6.54M | 2.9% | +17.1% | 0.043% | |
| 4/11/2024 | &PARTNERS | 10,986 | $825K | 0.1% | +221.7% | 0.005% | |
| 4/11/2024 | Hyperion Partners LLC | 91,500 | $6.90M | 5.1% | +3.6% | 0.045% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 31,622 | $2.38M | 0.7% | +1.2% | 0.016% | |
| 4/11/2024 | RFG Advisory LLC | 12,800 | $965K | 0.0% | +34.9% | 0.006% | |
| 4/11/2024 | Soundmark Wealth Management LLC | 173,339 | $13.07M | 5.8% | +46.7% | 0.085% | |
| 4/11/2024 | Cadent Capital Advisors LLC | 15,613 | $1.18M | 0.5% | -2.4% | 0.008% | |
| 4/10/2024 | LexAurum Advisors LLC | 40,974 | $3.09M | 0.8% | +13.9% | 0.020% | |
| 4/10/2024 | Marcum Wealth LLC | 8,159 | $615K | 0.1% | -2.9% | 0.004% | |
| 4/10/2024 | Park Avenue Securities LLC | 5,637 | $425K | 0.0% | +4.5% | 0.003% | |
| 4/10/2024 | Apella Capital LLC | 21,061 | $1.57M | 0.1% | -28.0% | 0.010% | |
| 4/10/2024 | American National Bank | 537 | $40K | 0.0% | +616.0% | 0.000% | |
| 4/10/2024 | Bromfield Sneider Wealth Advisors | 88,124 | $6.65M | 4.1% | +26.4% | 0.043% | |
| 4/10/2024 | KMG Fiduciary Partners LLC | 34,269 | $2.58M | 0.3% | +0.7% | 0.017% | |
| 4/10/2024 | Ridgewood Investments LLC | 10,715 | $808K | 0.4% | +17.8% | 0.005% | |
| 4/10/2024 | Williams Financial LLC | 290,431 | $21.90M | 14.6% | N/A | 0.143% | |
| 4/10/2024 | Bruce G. Allen Investments LLC | 5,283 | $398K | 0.3% | +14.0% | 0.003% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 8,909 | $672K | 0.2% | -1.8% | 0.004% | |
| 4/10/2024 | EWG Elevate Inc. | 4,181 | $315K | 0.1% | -11.1% | 0.002% | |
| 4/9/2024 | New Hampshire Trust | 69,959 | $5.28M | 1.2% | -52.4% | 0.034% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 132,080 | $9.96M | 0.3% | -11.8% | 0.065% | |
| 4/9/2024 | Mather Group LLC. | 2,610,051 | $199.36M | 3.1% | -0.6% | 1.287% | |
| 4/5/2024 | GAMMA Investing LLC | 33,507 | $2.53M | 0.5% | +58.0% | 0.017% | |
| 4/5/2024 | NBC Securities Inc. | 13,469 | $1.12M | 0.1% | +7.0% | 0.007% | |
| 4/4/2024 | S. R. Schill & Associates | 7,437 | $561K | 0.2% | -4.5% | 0.004% | |
| 4/4/2024 | Orrstown Financial Services Inc. | 39,137 | $2.95M | 1.6% | -21.2% | 0.019% | |
| 4/3/2024 | Strategic Advocates LLC | 285,136 | $21.50M | 8.3% | +118.9% | 0.141% | |
| 4/2/2024 | Waller Financial Planning Group Inc. | 39,911 | $3.01M | 0.8% | -5.1% | 0.020% | |
| 4/1/2024 | Park National Corp OH | 76,162 | $5.74M | 0.2% | -18.1% | 0.038% | |
| 4/1/2024 | BancFirst Trust & Investment Management | 29,326 | $2.21M | 1.0% | -5.5% | 0.014% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 388,945 | $29.71M | 0.0% | +17.4% | 0.192% | |
| 3/20/2024 | Family Wealth Partners LLC | 19,187 | $1.47M | 1.1% | N/A | 0.009% | |
| 3/19/2024 | Financial Life Advisors | 3,959 | $302K | 0.1% | N/A | 0.002% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 83,947 | $6.41M | 0.2% | -19.7% | 0.041% | |
| 3/11/2024 | Vanguard Group Inc. | 176,365 | $13.47M | 0.0% | +112.9% | 0.087% | |
| 3/8/2024 | Trust Co. of Vermont | 13,304 | $1.02M | 0.1% | +2.2% | 0.007% | |
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| 3/8/2024 | ICA Group Wealth Management LLC | 7,534 | $575K | 0.1% | -12.4% | 0.004% | |
| 3/6/2024 | SageView Advisory Group LLC | 51,331 | $3.90M | 0.1% | -8.8% | 0.025% | |
| 3/5/2024 | Fisher Asset Management LLC | 4,217 | $322K | 0.0% | N/A | 0.002% | |
| 3/5/2024 | Slagle Financial LLC | 5,934 | $453K | 0.1% | +56.7% | 0.003% | |
| 2/28/2024 | Forthright Family Wealth Advisory LLC | 65,230 | $4.98M | 3.9% | N/A | 0.032% | |
| 2/28/2024 | EP Wealth Advisors LLC | 1,080,172 | $82.50M | 1.1% | +100.1% | 0.532% | |
| 2/27/2024 | Beaird Harris Wealth Management LLC | 28,214 | $2.16M | 0.2% | +136.7% | 0.014% | |
| 2/26/2024 | Centaurus Financial Inc. | 17,230 | $1.32M | 0.1% | N/A | 0.008% | |
| 2/26/2024 | Integrated Advisors Network LLC | 43,670 | $3.34M | 0.2% | -2.8% | 0.022% | |
| 2/22/2024 | Kampmann Melissa S. | 18,839 | $1.44M | 1.2% | -2.0% | 0.009% | |
