| 4/27/2024 | Fonville Wealth Management LLC | 6,529 | $383K | 0.2% | N/A | 0.001% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 851,014 | $49.91M | 0.8% | +2.0% | 0.128% | |
| 4/26/2024 | BLB&B Advisors LLC | 215,389 | $12.63M | 0.7% | +4.5% | 0.032% | |
| 4/26/2024 | MBA Advisors LLC | 17,813 | $1.05M | 0.5% | +3.5% | 0.003% | |
| 4/26/2024 | LifeSteps Financial Inc. | 1,058 | $62K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Trevian Wealth Management LLC | 47,116 | $2.76M | 1.9% | +20.2% | 0.007% | |
|
| 4/26/2024 | JNBA Financial Advisors | 59,089 | $3.47M | 0.4% | -1.8% | 0.009% | |
| 4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 31,491 | $1.85M | 0.1% | +14.0% | 0.005% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 82,416 | $4.83M | 0.3% | -4.1% | 0.012% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 13,324 | $781K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | TI Trust Inc. | 97,107 | $5.70M | 4.2% | +3.4% | 0.015% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 3,526 | $207K | 0.0% | -7.7% | 0.001% | |
| 4/26/2024 | Latitude Advisors LLC | 5,170 | $303K | 0.2% | -10.2% | 0.001% | |
| 4/25/2024 | Lindbrook Capital LLC | 11,090 | $650K | 0.1% | +3,240.4% | 0.002% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 102,695 | $6.02M | 0.9% | +1.2% | 0.015% | |
| 4/25/2024 | Fee Only Financial Planning L.C. | 103,336 | $6.06M | 4.1% | -0.5% | 0.016% | |
| 4/25/2024 | Bridges Investment Management Inc. | 650,627 | $38.16M | 1.2% | -0.6% | 0.098% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 1,971,885 | $115.65M | 7.1% | +2.3% | 0.297% | |
| 4/25/2024 | Professional Financial Advisors LLC | 49,360 | $2.90M | 0.8% | +241.5% | 0.007% | |
| 4/25/2024 | Advocate Group LLC | 67,704 | $3.97M | 0.8% | +0.5% | 0.010% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 100,197 | $5.88M | 0.6% | -56.2% | 0.015% | |
| 4/25/2024 | GFS Advisors LLC | 73,082 | $4.29M | 0.7% | +9.7% | 0.011% | |
| 4/25/2024 | Eudaimonia Partners LLC | 21,846 | $1.28M | 0.3% | +1.5% | 0.003% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 31,501 | $1.81M | 0.1% | +4.0% | 0.005% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 20,949 | $1.23M | 0.7% | +5.3% | 0.003% | |
| 4/25/2024 | Presidio Capital Management LLC | 42,528 | $2.49M | 1.8% | -5.8% | 0.006% | |
| 4/25/2024 | Telos Capital Management Inc. | 298,487 | $17.51M | 2.0% | +0.8% | 0.045% | |
| 4/25/2024 | Summit Financial LLC | 3,348,249 | $196.38M | 11.6% | +1.1% | 0.505% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 360,828 | $21.16M | 0.1% | +5.0% | 0.054% | |
| 4/24/2024 | Leavell Investment Management Inc. | 38,740 | $2.27M | 0.1% | -3.5% | 0.006% | |
| 4/24/2024 | Zhang Financial LLC | 16,341 | $958K | 0.1% | -4.1% | 0.002% | |
| 4/24/2024 | Alta Advisers Ltd | 243,639 | $14.29M | 7.1% | -5.0% | 0.037% | |
| 4/24/2024 | Berkshire Bank | 18,545 | $1.09M | 0.3% | +65.7% | 0.003% | |
| 4/24/2024 | Strid Group LLC | 1,564,288 | $91.75M | 16.5% | +10.1% | 0.236% | |
| 4/24/2024 | Sightline Wealth Advisors LLC | 33,409 | $1.96M | 1.3% | +1.2% | 0.005% | |
| 4/24/2024 | Dakota Wealth Management | 198,511 | $11.64M | 0.3% | +3.2% | 0.030% | |
| 4/24/2024 | SOL Capital Management CO | 73,490 | $4.31M | 0.5% | -3.7% | 0.011% | |
| 4/24/2024 | Simplicity Wealth LLC | 78,644 | $4.61M | 0.1% | +285.9% | 0.012% | |
| 4/24/2024 | NBT Bank N A NY | 13,457 | $789K | 0.1% | -5.0% | 0.002% | |
| 4/24/2024 | Spire Wealth Management | 40,585 | $2.38M | 0.1% | +2.8% | 0.006% | |
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| 4/24/2024 | Solstein Capital LLC | 1,997 | $117K | 0.1% | +54.0% | 0.000% | |
| 4/24/2024 | Capasso Planning Partners LLC | 7,267 | $426K | 0.2% | -21.6% | 0.001% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 685,144 | $40.18M | 4.3% | -3.2% | 0.103% | |
| 4/23/2024 | Addis & Hill Inc | 70,549 | $4.13M | 3.5% | -12.6% | 0.011% | |
| 4/23/2024 | Global Retirement Partners LLC | 52,233 | $3.06M | 0.1% | -3.4% | 0.008% | |
| 4/23/2024 | Sweet Financial Partners LLC | 334,164 | $19.60M | 4.5% | +6.5% | 0.050% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 54,226 | $3.18M | 0.3% | -1.1% | 0.008% | |
| 4/23/2024 | WASHINGTON TRUST Co | 134,030 | $7.86M | 0.3% | +22.5% | 0.020% | |
| 4/23/2024 | Gradient Investments LLC | 4,896 | $287K | 0.0% | -48.5% | 0.001% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 3,918 | $230K | 0.1% | -9.6% | 0.001% | |
| 4/23/2024 | Fifth Third Bancorp | 478,686 | $28.08M | 0.1% | -6.2% | 0.072% | |
| 4/23/2024 | Warner Financial Inc. | 23,190 | $1.36M | 0.7% | +1.2% | 0.003% | |
| 4/23/2024 | Principle Wealth Partners LLC | 5,226 | $307K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | Duncker Streett & Co. Inc. | 12,798 | $751K | 0.1% | -15.6% | 0.002% | |
| 4/23/2024 | Strategic Blueprint LLC | 5,596 | $328K | 0.0% | +7.8% | 0.001% | |
| 4/23/2024 | Rebalance LLC | 12,764 | $749K | 0.1% | -1.9% | 0.002% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,205,419 | $70.70M | 0.1% | +3.0% | 0.182% | |
| 4/22/2024 | Nicholas Hoffman & Company LLC. | 791,994 | $46.45M | 2.4% | +0.3% | 0.119% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 34,802 | $2.04M | 0.5% | +5.5% | 0.005% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 3,673 | $215K | 0.0% | N/A | 0.001% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 52,279 | $3.07M | 0.2% | -6.0% | 0.008% | |
| 4/22/2024 | CKW Financial Group | 234,735 | $13.73M | 1.8% | -54.7% | 0.035% | |
| 4/22/2024 | Sollinda Capital Management LLC | 172,193 | $10.10M | 3.2% | -17.7% | 0.026% | |
| 4/22/2024 | Raymond James & Associates | 6,326,829 | $371.07M | 0.3% | +4.3% | 0.954% | |
| 4/22/2024 | New Perspectives Inc | 20,093 | $1.18M | 0.7% | N/A | 0.003% | |
| 4/22/2024 | Strategies Wealth Advisors LLC | 11,106 | $651K | 0.1% | +11.1% | 0.002% | |
| 4/22/2024 | Benchmark Financial Wealth Advisors LLC | 68,515 | $4.02M | 1.5% | -0.9% | 0.010% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 6,154,549 | $360.96M | 9.2% | +3.4% | 0.928% | |
| 4/19/2024 | WealthBridge Investment Counsel Inc. | 8,705 | $511K | 0.2% | +5.1% | 0.001% | |
| 4/19/2024 | RTD Financial Advisors Inc. | 11,734 | $688K | 0.1% | -10.7% | 0.002% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 4,243 | $249K | 0.0% | N/A | 0.001% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 11,731 | $688K | 0.6% | +9.5% | 0.002% | |
| 4/19/2024 | Albion Financial Group UT | 453,162 | $26.58M | 2.1% | -0.3% | 0.068% | |
| 4/19/2024 | Valeo Financial Advisors LLC | 31,455 | $1.85M | 0.0% | +3.9% | 0.005% | |
| 4/19/2024 | Kiley Juergens Wealth Management LLC | 65,955 | $3.87M | 1.2% | +3.0% | 0.010% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 9,041 | $530K | 0.1% | -10.9% | 0.001% | |
| 4/18/2024 | Saxon Interests Inc. | 24,089 | $1.41M | 0.7% | +6.2% | 0.004% | |
| 4/18/2024 | Myecfo LLC | 36,583 | $2.15M | 1.3% | -4.7% | 0.006% | |
| 4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 800 | $47K | 0.0% | N/A | 0.000% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 33,588 | $1.97M | 0.3% | +0.7% | 0.005% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 215,091 | $12.62M | 1.1% | -0.1% | 0.032% | |
| 4/18/2024 | Synergy Asset Management LLC | 13,804 | $810K | 0.1% | +35.1% | 0.002% | |
| 4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 486,584 | $28.54M | 7.4% | -0.4% | 0.073% | |
| 4/18/2024 | Iams Wealth Management LLC | 11,996 | $682K | 0.4% | +54.2% | 0.002% | |
| 4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 15,598 | $915K | 0.2% | +131.6% | 0.002% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 2,493,807 | $146.26M | 0.2% | +1.1% | 0.376% | |
| 4/18/2024 | Colton Groome Financial Advisors LLC | 3,535 | $207K | 0.1% | N/A | 0.001% | |
| 4/18/2024 | Claro Advisors LLC | 14,071 | $825K | 0.1% | -15.2% | 0.002% | |
| 4/18/2024 | Diversified Trust Co | 3,638,744 | $213.41M | 6.4% | +5.1% | 0.549% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 128,382 | $7.53M | 2.7% | -4.5% | 0.019% | |
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| 4/18/2024 | Compass Ion Advisors LLC | 87,078 | $5.11M | 0.7% | +0.5% | 0.013% | |
| 4/18/2024 | Ironwood Financial llc | 24,311 | $1.43M | 0.3% | +1.3% | 0.004% | |
| 4/18/2024 | Optas LLC | 319,287 | $18.73M | 5.1% | -4.3% | 0.048% | |
| 4/18/2024 | Chatham Capital Group Inc. | 127,204 | $7.46M | 1.4% | +1.2% | 0.019% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 7,232 | $424K | 0.1% | -79.9% | 0.001% | |
| 4/17/2024 | Sandy Cove Advisors LLC | 9,947 | $583K | 0.3% | -29.2% | 0.002% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 23,035 | $1.35M | 0.5% | -8.1% | 0.003% | |
| 4/17/2024 | Annapolis Financial Services LLC | 9,713 | $570K | 0.2% | +12.7% | 0.001% | |
| 4/17/2024 | Coston McIsaac & Partners | 142,792 | $8.37M | 2.7% | +6.0% | 0.022% | |
| 4/17/2024 | Vicus Capital | 19,143 | $1.12M | 0.1% | -19.5% | 0.003% | |
