| 4/26/2024 | Latitude Advisors LLC | 9,480 | $436K | 0.3% | +55.3% | 0.006% | |
| 4/26/2024 | Bogart Wealth LLC | 133,823 | $6.16M | 0.3% | -1.1% | 0.081% | |
| 4/25/2024 | Values Added Financial LLC | 8,198 | $377K | 0.3% | N/A | 0.005% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 57,848 | $2.66M | 0.4% | -15.3% | 0.035% | |
| 4/25/2024 | TNF LLC | 131,750 | $5.90M | 2.3% | +0.5% | 0.079% | |
| 4/25/2024 | Oldfather Financial Services LLC | 33,540 | $1.54M | 0.6% | +1.0% | 0.020% | |
|
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 149,412 | $6.87M | 0.0% | -4.8% | 0.090% | |
| 4/24/2024 | Leavell Investment Management Inc. | 215,487 | $9.91M | 0.6% | -0.5% | 0.130% | |
| 4/24/2024 | Zhang Financial LLC | 18,503 | $851K | 0.1% | -3.7% | 0.011% | |
| 4/24/2024 | 1900 Wealth Management LLC | 20,232 | $931K | 0.1% | -28.1% | 0.012% | |
| 4/24/2024 | Tenret Co LLC | 343,168 | $15.79M | 11.1% | +9.1% | 0.207% | |
| 4/24/2024 | Sightline Wealth Advisors LLC | 82,470 | $3.79M | 2.5% | +103.5% | 0.050% | |
| 4/24/2024 | Simplicity Wealth LLC | 8,886 | $409K | 0.0% | +29.8% | 0.005% | |
| 4/24/2024 | Spire Wealth Management | 5,762 | $265K | 0.0% | +8.4% | 0.003% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 13,884 | $639K | 0.3% | +26.2% | 0.008% | |
| 4/23/2024 | James J. Burns & Company LLC | 200,633 | $9.13M | 3.2% | -29.2% | 0.121% | |
| 4/23/2024 | Bfsg LLC | 80,375 | $3.70M | 0.5% | +2.6% | 0.048% | |
| 4/23/2024 | Global Retirement Partners LLC | 52,818 | $2.43M | 0.1% | -14.6% | 0.032% | |
| 4/23/2024 | McAdam LLC | 1,627,201 | $74.85M | 4.8% | +6.4% | 0.981% | |
| 4/23/2024 | Strategic Blueprint LLC | 56,310 | $2.59M | 0.2% | -14.9% | 0.034% | |
| 4/23/2024 | Revisor Wealth Management LLC | 44,646 | $2.07M | 0.9% | +851.5% | 0.027% | |
| 4/23/2024 | Genesee Capital Advisors LLC | 4,557 | $210K | 0.1% | -13.7% | 0.003% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 148,871 | $6.85M | 0.0% | -65.5% | 0.090% | |
| 4/23/2024 | Sutton Place Investors LLC | 48,630 | $2.24M | 1.1% | +59.2% | 0.029% | |
| 4/22/2024 | Corrigan Financial Inc. | 39,113 | $1.80M | 0.5% | -37.3% | 0.024% | |
| 4/22/2024 | PFG Investments LLC | 8,132 | $374K | 0.0% | N/A | 0.005% | |
| 4/22/2024 | Sterling Investment Management LLC | 28,802 | $1.33M | 0.9% | -0.9% | 0.017% | |
| 4/22/2024 | Horst & Graben Wealth Management LLC | 698,302 | $32.12M | 6.5% | +1.2% | 0.421% | |
| 4/22/2024 | Raymond James & Associates | 162,786 | $7.49M | 0.0% | +10.8% | 0.098% | |
| 4/22/2024 | Waycross Investment Management Co | 182,396 | $8.39M | 7.8% | +15.4% | 0.110% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 20,016 | $921K | 0.0% | +12.6% | 0.012% | |
| 4/19/2024 | Whelan Financial | 5,846 | $269K | 0.1% | -4.5% | 0.004% | |
| 4/19/2024 | Park Edge Advisors LLC | 12,497 | $575K | 0.2% | -8.5% | 0.008% | |
| 4/19/2024 | Powers Advisory Group LLC | 8,159 | $375K | 0.2% | -21.6% | 0.005% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 117,019 | $5.38M | 2.4% | +21.4% | 0.071% | |
| 4/19/2024 | Red Tortoise LLC | 36,267 | $1.67M | 0.9% | +69.2% | 0.022% | |
| 4/19/2024 | Valley National Advisers Inc. | 3,665 | $168K | 0.0% | -84.7% | 0.002% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 21,151 | $973K | 0.8% | +6.2% | 0.013% | |
| 4/19/2024 | Kiley Juergens Wealth Management LLC | 12,963 | $596K | 0.2% | N/A | 0.008% | |
| 4/18/2024 | Total Wealth Planning LLC | 1,145,355 | $52.69M | 9.1% | +17.1% | 0.690% | |
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| 4/18/2024 | Myecfo LLC | 222,893 | $10.25M | 6.0% | +0.7% | 0.134% | |
| 4/18/2024 | Exchange Capital Management Inc. | 28,695 | $1.32M | 0.2% | -1.6% | 0.017% | |
| 4/18/2024 | Steele Capital Management Inc. | 9,592 | $441K | 0.0% | -25.5% | 0.006% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 308,510 | $14.19M | 0.2% | +2.9% | 0.186% | |
| 4/18/2024 | Financial Life Advisors | 502,646 | $23.12M | 9.7% | +5.3% | 0.303% | |
| 4/18/2024 | Fifth Third Securities Inc. | 139,347 | $6.41M | 0.6% | +105.8% | 0.084% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 185,735 | $8.54M | 3.0% | -37.0% | 0.112% | |
| 4/18/2024 | Omega Financial Group LLC | 65,497 | $3.01M | 1.2% | +2.5% | 0.039% | |
| 4/18/2024 | LVW Advisors LLC | 27,830 | $1.28M | 0.2% | -9.6% | 0.017% | |
| 4/17/2024 | D.B. Root & Company LLC | 9,752 | $449K | 0.2% | -9.9% | 0.006% | |
| 4/17/2024 | Alpha Omega Wealth Management LLC | 15,532 | $714K | 0.1% | -1.7% | 0.009% | |
| 4/16/2024 | OneAscent Financial Services LLC | 68,868 | $3.17M | 0.4% | -4.8% | 0.042% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 55,181 | $2.54M | 1.5% | +9.2% | 0.033% | |
| 4/16/2024 | Capital Insight Partners LLC | 14,760 | $679K | 0.1% | +1.8% | 0.009% | |
| 4/16/2024 | Hengehold Capital Management LLC | 971,965 | $44.71M | 4.8% | +2.4% | 0.586% | |
| 4/16/2024 | Cypress Wealth Services LLC | 203,377 | $9.36M | 2.2% | +15.6% | 0.123% | |
| 4/16/2024 | Transform Wealth LLC | 40,625 | $1.87M | 0.2% | +23.4% | 0.024% | |
| 4/16/2024 | Colorado Capital Management Inc. | 4,383 | $201K | 0.1% | N/A | 0.003% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,855,663 | $85.36M | 0.2% | -12.4% | 1.119% | |
| 4/15/2024 | Janiczek Wealth Management LLC | 75,133 | $3.46M | 0.7% | +13.1% | 0.045% | |
| 4/15/2024 | Revolve Wealth Partners LLC | 281,529 | $12.95M | 2.2% | +3.6% | 0.170% | |
| 4/15/2024 | Northeast Financial Group Inc. | 111,751 | $5.14M | 2.3% | +16.1% | 0.067% | |
| 4/15/2024 | Bowman & Co S.C. | 26,483 | $1.22M | 0.7% | +1.4% | 0.016% | |
| 4/15/2024 | Brookstone Capital Management | 43,676 | $2.01M | 0.0% | -7.6% | 0.026% | |
| 4/15/2024 | Twele Capital Management Inc. | 25,028 | $1.15M | 0.3% | +6.8% | 0.015% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 31,472 | $1.45M | 0.7% | -9.9% | 0.019% | |
| 4/13/2024 | Columbus Macro LLC | 230,246 | $10.59M | 4.0% | -9.9% | 0.139% | |
| 4/13/2024 | Affinity Capital Advisors LLC | 132,424 | $6.09M | 1.4% | +46.4% | 0.080% | |
| 4/13/2024 | Retirement Planning Group LLC | 107,761 | $4.96M | 0.4% | +2.1% | 0.065% | |
| 4/13/2024 | Legacy Wealth Management Inc | 11,790 | $542K | 0.0% | -8.9% | 0.007% | |
| 4/12/2024 | Financial Designs Corp | 52,059 | $2.40M | 1.6% | N/A | 0.031% | |
| 4/12/2024 | Fermata Advisors LLC | 9,298 | $428K | 0.1% | +34.5% | 0.006% | |
| 4/12/2024 | Charles Schwab Trust Co | 1,409,246 | $64.83M | 6.1% | +20.6% | 0.849% | |
| 4/12/2024 | Austin Private Wealth LLC | 481,564 | $21.92M | 2.5% | +12.6% | 0.290% | |
| 4/12/2024 | Worth Asset Management LLC | 6,024 | $277K | 0.2% | -37.1% | 0.004% | |
| 4/12/2024 | Range Financial Group LLC | 29,442 | $1.35M | 0.7% | +15.4% | 0.019% | |
| 4/12/2024 | Northwest Investment Counselors LLC | 168,491 | $7.75M | 1.9% | +5.3% | 0.108% | |
| 4/12/2024 | True North Advisors LLC | 25,456 | $1.17M | 0.3% | +62.9% | 0.016% | |
| 4/11/2024 | Walker Financial Services Inc. | 10,259 | $472K | 0.4% | +4.3% | 0.007% | |
| 4/11/2024 | Security Financial Services INC. | 153,974 | $7.08M | 1.6% | +37.5% | 0.099% | |
| 4/11/2024 | RDA Financial Network | 10,222 | $470K | 0.2% | +4.6% | 0.007% | |
| 4/11/2024 | Cooper Financial Group | 15,313 | $704K | 0.1% | +1.6% | 0.010% | |
| 4/11/2024 | Pioneer Wealth Management Group | 288,019 | $13.25M | 7.6% | -37.9% | 0.185% | |
| 4/11/2024 | Liberty Capital Management Inc. | 19,615 | $902K | 0.2% | -11.7% | 0.013% | |
| 4/11/2024 | Grey Fox Wealth Advisors LLC | 66,413 | $3.06M | 1.1% | -1.2% | 0.043% | |
| 4/10/2024 | CVA Family Office LLC | 36,724 | $1.69M | 0.3% | +26.6% | 0.024% | |
| 4/10/2024 | LexAurum Advisors LLC | 28,622 | $1.32M | 0.3% | -4.0% | 0.018% | |
| 4/10/2024 | VanderPol Investments L.L.C. | 51,311 | $2.36M | 6.8% | +7.5% | 0.033% | |
| 4/10/2024 | Park Avenue Securities LLC | 49,580 | $2.28M | 0.0% | -12.2% | 0.032% | |
| 4/10/2024 | BCS Wealth Management | 17,735 | $816K | 0.3% | +67.2% | 0.011% | |
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| 4/10/2024 | Compass Financial Group INC SD | 38,985 | $1.79M | 0.4% | +20.5% | 0.025% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 37,812 | $1.74M | 0.4% | -2.7% | 0.024% | |
| 4/10/2024 | Clearview Wealth Advisors LLC | 104,560 | $4.81M | 4.9% | +165.3% | 0.067% | |
| 4/9/2024 | Richard P Slaughter Associates Inc | 22,407 | $1.03M | 0.2% | +43.9% | 0.014% | |
| 4/9/2024 | Curbstone Financial Management Corp | 48,750 | $2.24M | 0.5% | +5.4% | 0.031% | |
| 4/9/2024 | Great Waters Wealth Management | 24,979 | $1.15M | 0.2% | +4.4% | 0.016% | |
| 4/5/2024 | Juncture Wealth Strategies LLC | 18,610 | $856K | 0.4% | +5.1% | 0.012% | |
| 4/4/2024 | Shearwater Capital LLC | 21,249 | $977K | 0.7% | +2.0% | 0.014% | |
| 4/3/2024 | Dentgroup LLC | 13,712 | $631K | 0.5% | +7.5% | 0.009% | |
| 4/2/2024 | Marotta Asset Management | 138,631 | $6.38M | 1.3% | +1.2% | 0.089% | |
