| 4/16/2024 | Ervin Investment Management LLC | 23,910 | $4.59M | 3.2% | +3.5% | 0.016% | |
| 4/15/2024 | Agate Pass Investment Management LLC | 3,576 | $686K | 0.4% | -5.3% | 0.002% | |
| 4/15/2024 | Signet Financial Management LLC | 21,398 | $4.11M | 0.6% | -3.4% | 0.014% | |
| 4/15/2024 | Hillman Co. | 63,100 | $12.11M | 5.7% | +135.2% | 0.042% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 10,764 | $2.07M | 1.0% | -24.8% | 0.007% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 18,073 | $3.47M | 0.1% | +85.3% | 0.012% | |
|
| 4/15/2024 | DGS Capital Management LLC | 1,958 | $376K | 0.1% | +17.5% | 0.001% | |
| 4/15/2024 | Defined Wealth Management LLC | 1,303 | $250K | 0.2% | -33.6% | 0.001% | |
| 4/15/2024 | Aspiriant LLC | 753,095 | $144.51M | 6.0% | +0.3% | 0.499% | |
| 4/15/2024 | Cascade Wealth Advisors Inc | 3,460 | $629K | 0.5% | N/A | 0.002% | |
| 4/15/2024 | Bowman & Co S.C. | 4,970 | $954K | 0.6% | -7.2% | 0.003% | |
| 4/15/2024 | Brookstone Capital Management | 11,727 | $2.25M | 0.0% | +3.0% | 0.008% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 37,971 | $7.29M | 1.1% | +32.7% | 0.025% | |
| 4/15/2024 | Chemistry Wealth Management LLC | 29,049 | $5.57M | 1.5% | -1.8% | 0.019% | |
| 4/15/2024 | McNamara Financial Services Inc. | 8,164 | $1.57M | 0.3% | -5.1% | 0.005% | |
| 4/15/2024 | Lpwm LLC | 1,716 | $317K | 0.1% | +6.8% | 0.001% | |
| 4/15/2024 | Flagstar Advisors Inc. | 4,325 | $830K | 0.2% | +29.2% | 0.003% | |
| 4/15/2024 | Cooksen Wealth LLC | 9,635 | $1.85M | 1.9% | +2.9% | 0.006% | |
| 4/13/2024 | Exchange Bank | 2,838 | $545K | 0.4% | +2.8% | 0.002% | |
| 4/13/2024 | Columbus Macro LLC | 10,223 | $1.96M | 0.7% | +3.7% | 0.007% | |
| 4/13/2024 | Inspirion Wealth Advisors LLC | 213,562 | $40.98M | 6.8% | +2.3% | 0.143% | |
| 4/13/2024 | Retirement Planning Group LLC | 4,512 | $866K | 0.1% | +243.6% | 0.003% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 7,429 | $1.43M | 0.0% | -7.9% | 0.005% | |
| 4/12/2024 | Northwest Quadrant Wealth Management LLC | 128,977 | $24.75M | 6.1% | +1.0% | 0.086% | |
| 4/12/2024 | Fermata Advisors LLC | 6,385 | $1.23M | 0.3% | -2.4% | 0.004% | |
| 4/12/2024 | Gilman Hill Asset Management LLC | 2,873 | $551K | 0.1% | +57.9% | 0.002% | |
| 4/12/2024 | Axiom Advisory LLC | 21,202 | $4.07M | 3.0% | +3.8% | 0.014% | |
| 4/12/2024 | Morton Capital Management LLC CA | 2,282 | $438K | 0.1% | +5.1% | 0.002% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 53,495 | $10.27M | 2.1% | +4.7% | 0.036% | |
| 4/12/2024 | CGN Advisors LLC | 28,296 | $5.43M | 0.7% | +1.8% | 0.019% | |
| 4/12/2024 | Whitaker Myers Wealth Managers LTD. | 62,825 | $12.06M | 5.1% | +16.9% | 0.042% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 1,783 | $342K | 0.0% | +90.1% | 0.001% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 67,303 | $12.91M | 1.7% | -43.5% | 0.045% | |
| 4/12/2024 | Global Assets Advisory LLC | 226,759 | $43.51M | 0.1% | N/A | 0.151% | |
| 4/12/2024 | Southland Equity Partners LLC | 1,319 | $253K | 0.1% | +10.3% | 0.001% | |
| 4/12/2024 | Carlson Capital Management | 5,637 | $1.08M | 0.1% | -94.0% | 0.004% | |
| 4/12/2024 | AdvisorNet Financial Inc | 16,221 | $3.11M | 0.3% | -35.3% | 0.011% | |
| 4/12/2024 | Abacus Planning Group Inc. | 200,772 | $38.52M | 7.5% | +2.9% | 0.134% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 1,574 | $302K | 0.1% | N/A | 0.001% | |
| 4/11/2024 | City Holding Co. | 4,317 | $828K | 0.1% | +17.0% | 0.003% | |
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| 4/11/2024 | Market Street Wealth Management Advisors LLC | 8,946 | $1.72M | 0.3% | -2.3% | 0.006% | |
| 4/11/2024 | Opal Wealth Advisors LLC | 103,907 | $19.94M | 6.8% | +5.9% | 0.069% | |
| 4/11/2024 | Salem Investment Counselors Inc. | 2,323 | $446K | 0.0% | -3.0% | 0.002% | |
| 4/11/2024 | Paragon Capital Management Ltd | 9,300 | $1.79M | 0.3% | -12.6% | 0.006% | |
| 4/11/2024 | Bangor Savings Bank | 26,722 | $5.13M | 0.5% | -1.4% | 0.018% | |
| 4/11/2024 | City State Bank | 10,259 | $1.97M | 0.9% | -0.7% | 0.007% | |
| 4/11/2024 | &PARTNERS | 3,641 | $699K | 0.1% | +96.9% | 0.002% | |
| 4/11/2024 | Hyperion Partners LLC | 27,947 | $5.36M | 3.9% | +1.9% | 0.019% | |
| 4/11/2024 | Pioneer Wealth Management Group | 8,026 | $1.54M | 0.9% | -45.1% | 0.005% | |
| 4/11/2024 | Maryland Capital Advisors Inc. | 12,941 | $2.48M | 1.5% | -3.0% | 0.009% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 2,169 | $416K | 0.1% | +5.0% | 0.001% | |
| 4/11/2024 | O Connor Financial Group LLC | 18,706 | $3.59M | 2.1% | -39.7% | 0.012% | |
| 4/11/2024 | RFG Advisory LLC | 27,791 | $5.33M | 0.2% | +54.4% | 0.019% | |
| 4/11/2024 | Cornerstone Wealth Advisors Inc. | 35,588 | $6.83M | 2.1% | +7.3% | 0.024% | |
| 4/11/2024 | Cadent Capital Advisors LLC | 8,004 | $1.54M | 0.6% | -25.3% | 0.005% | |
| 4/11/2024 | Midwest Financial Group LLC | 10,158 | $1.95M | 1.3% | +7.8% | 0.007% | |
| 4/11/2024 | BTC Capital Management Inc. | 10,025 | $1.92M | 0.2% | N/A | 0.007% | |
| 4/10/2024 | CVA Family Office LLC | 29,395 | $5.64M | 1.0% | -5.1% | 0.020% | |
| 4/10/2024 | Marcum Wealth LLC | 1,457 | $280K | 0.0% | -4.4% | 0.001% | |
| 4/10/2024 | Trust Co of the South | 4,856 | $932K | 0.2% | +72.9% | 0.003% | |
| 4/10/2024 | Park Avenue Securities LLC | 263,550 | $50.57M | 0.7% | +3.9% | 0.176% | |
| 4/10/2024 | SOA Wealth Advisors LLC. | 15,037 | $2.89M | 0.6% | +11.5% | 0.010% | |
| 4/10/2024 | Apella Capital LLC | 89,518 | $16.91M | 0.9% | -9.8% | 0.060% | |
| 4/10/2024 | American National Bank | 1,358 | $261K | 0.0% | +562.4% | 0.001% | |
| 4/10/2024 | Compass Financial Group INC SD | 5,129 | $984K | 0.2% | +2.3% | 0.003% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 59,240 | $11.37M | 3.0% | +1.6% | 0.040% | |
| 4/10/2024 | Ridgewood Investments LLC | 2,078 | $399K | 0.2% | +16.3% | 0.001% | |
| 4/10/2024 | Weitzel Financial Services Inc. | 4,495 | $855K | 0.4% | -47.8% | 0.003% | |
| 4/10/2024 | First National Bank of Mount Dora Trust Investment Services | 5,196 | $997K | 0.2% | -2.5% | 0.003% | |
| 4/10/2024 | Wedmont Private Capital | 15,802 | $2.99M | 0.2% | -0.6% | 0.011% | |
| 4/10/2024 | Conrad Siegel Investment Advisors Inc. | 5,791 | $1.11M | 0.3% | -19.0% | 0.004% | |
| 4/10/2024 | Bruce G. Allen Investments LLC | 464 | $89K | 0.1% | +1,004.8% | 0.000% | |
| 4/10/2024 | Fulton Bank N.A. | 5,824 | $1.12M | 0.0% | -8.6% | 0.004% | |
| 4/10/2024 | Safeguard Financial LLC | 95,555 | $18.34M | 6.0% | +14.2% | 0.064% | |
| 4/9/2024 | Richard P Slaughter Associates Inc | 12,132 | $2.33M | 0.6% | -4.9% | 0.008% | |
| 4/9/2024 | Collective Family Office LLC | 44,262 | $8.49M | 2.8% | -2.7% | 0.030% | |
| 4/9/2024 | New Hampshire Trust | 1,854 | $356K | 0.1% | +59.0% | 0.001% | |
| 4/9/2024 | Foster Group Inc. | 395,621 | $75.91M | 3.8% | -2.8% | 0.264% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 47,339 | $9.08M | 0.3% | -36.5% | 0.032% | |
| 4/9/2024 | Rise Advisors LLC | 1,106 | $212K | 0.1% | -12.4% | 0.001% | |
| 4/9/2024 | CJM Wealth Advisers Ltd. | 14,932 | $2.87M | 1.1% | +0.9% | 0.010% | |
| 4/9/2024 | Mainsail Asset Management LLC | 26,294 | $5.05M | 4.1% | +1.8% | 0.018% | |
| 4/9/2024 | Mather Group LLC. | 1,437,525 | $258.71M | 4.0% | -0.2% | 0.959% | |
| 4/8/2024 | Evensky & Katz LLC | 1,636 | $314K | 0.0% | +6.8% | 0.001% | |
| 4/5/2024 | NBC Securities Inc. | 989 | $189K | 0.0% | -14.6% | 0.001% | |
| 4/5/2024 | CWM LLC | 46,944 | $9.01M | 0.1% | +1.8% | 0.031% | |
| 4/3/2024 | Versant Capital Management Inc | 2,516 | $483K | 0.1% | -7.6% | 0.002% | |
| 4/3/2024 | Arden Trust Co | 76,439 | $14.67M | 2.0% | +0.2% | 0.051% | |
| 4/3/2024 | Dentgroup LLC | 6,742 | $1.29M | 1.1% | -4.3% | 0.004% | |
| 4/2/2024 | Marotta Asset Management | 135,576 | $26.01M | 5.4% | +1.1% | 0.090% | |
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| 4/2/2024 | Symmetry Partners LLC | 275,266 | $52.82M | 4.1% | -44.4% | 0.184% | |
| 4/1/2024 | General Partner Inc. | 23,400 | $4.49M | 2.8% | +23.8% | 0.016% | |
| 4/1/2024 | Appleton Partners Inc. MA | 1,928 | $370K | 0.0% | -4.9% | 0.001% | |
| 4/1/2024 | Global Wealth Strategies & Associates | 237 | $45K | 0.0% | +30.2% | 0.000% | |
| 3/22/2024 | Cooksen Wealth LLC | 9,362 | $1.69M | 1.9% | N/A | 0.006% | |
| 3/20/2024 | Family Wealth Partners LLC | 48,146 | $8.67M | 6.7% | N/A | 0.032% | |
| 3/15/2024 | Hart & Patterson Financial Group LLC | 4,880 | $878K | 0.5% | N/A | 0.003% | |
| 3/15/2024 | Skyline Advisors Inc. | 1,733 | $312K | 0.1% | N/A | 0.001% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 34,512 | $6.21M | 0.2% | -13.5% | 0.023% | |
| 3/13/2024 | MONECO Advisors LLC | 8,789 | $1.58M | 0.3% | +2.6% | 0.006% | |
