| 11/18/2024 | Rehmann Capital Advisory Group | 27,756 | $769K | 0.1% | +15.3% | 0.035% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 64,372 | $1.78M | 0.6% | +9.3% | 0.081% | |
| 11/15/2024 | MML Investors Services LLC | 39,805 | $1.10M | 0.0% | +3.5% | 0.050% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 10,622 | $294K | 0.0% | -15.7% | 0.013% | |
| 11/15/2024 | Jane Street Group LLC | 1,068,762 | $29.61M | 0.0% | -28.6% | 1.351% | |
| 11/15/2024 | Stifel Financial Corp | 75,309 | $2.09M | 0.0% | +27.5% | 0.095% | |
|
| 11/15/2024 | SageView Advisory Group LLC | 24,972 | $692K | 0.0% | +1.6% | 0.032% | |
| 11/15/2024 | Intrepid Capital Management Inc. | 51,783 | $1.43M | 0.8% | +34.7% | 0.065% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 48,995 | $1.36M | 0.0% | +1.8% | 0.062% | |
| 11/15/2024 | Investmark Advisory Group LLC | 29,165 | $808K | 0.4% | +2.3% | 0.037% | |
| 11/15/2024 | HighTower Advisors LLC | 2,012,497 | $55.72M | 0.1% | +1.4% | 2.544% | |
| 11/15/2024 | True Wealth Design LLC | 448,238 | $12.42M | 4.8% | -19.3% | 0.567% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 11,008 | $305K | 0.0% | N/A | 0.014% | |
| 11/13/2024 | Freedom Investment Management Inc. | 137,515 | $3.81M | 0.3% | -3.9% | 0.174% | |
| 11/13/2024 | Townsquare Capital LLC | 57,322 | $1.59M | 0.0% | N/A | 0.072% | |
| 11/13/2024 | Carlson Capital Management | 3,896,138 | $107.92M | 4.6% | +2.2% | 4.926% | |
| 11/13/2024 | Bank of Montreal Can | 2,053,856 | $57.08M | 0.0% | +5.5% | 2.597% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 7,431 | $206K | 0.1% | N/A | 0.009% | |
| 11/12/2024 | Nwam LLC | 53,811 | $1.49M | 0.1% | N/A | 0.068% | |
| 11/12/2024 | Altiora Financial Group LLC | 52,629 | $1.46M | 0.3% | +42.6% | 0.067% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 73,666 | $2.04M | 0.1% | +8.3% | 0.093% | |
| 11/7/2024 | Tranquility Partners LLC | 11,612 | $322K | 0.1% | +6.9% | 0.015% | |
| 11/7/2024 | Caprock Group LLC | 23,762 | $658K | 0.0% | +17.6% | 0.030% | |
| 11/7/2024 | Drive Wealth Management LLC | 56,079 | $1.55M | 0.4% | +1.1% | 0.071% | |
| 11/7/2024 | MB Generational Wealth LLC | 200,485 | $5.55M | 4.0% | +0.2% | 0.253% | |
| 11/7/2024 | Envision Financial Planning LLC | 370,476 | $10.26M | 5.4% | +139.1% | 0.468% | |
| 11/6/2024 | Adero Partners LLC | 6,048,287 | $167.54M | 11.1% | +2.1% | 7.646% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 1,207 | $33K | 0.0% | +1,007.3% | 0.002% | |
| 11/5/2024 | Apollon Wealth Management LLC | 35,298 | $978K | 0.0% | -2.8% | 0.045% | |
| 11/5/2024 | Northwest Wealth Management LLC | 96,159 | $2.66M | 0.6% | +39.4% | 0.122% | |
| 11/4/2024 | TRU Independence Asset Management 2 LLC | 9,946 | $276K | 0.2% | N/A | 0.013% | |
| 11/4/2024 | Disciplined Investments LLC | 30,014 | $831K | 0.4% | +97.0% | 0.038% | |
| 11/4/2024 | Liberty Wealth Management LLC | 265,728 | $7.36M | 1.3% | -41.7% | 0.336% | |
| 11/2/2024 | Retirement Solution LLC | 153,688 | $4.26M | 1.0% | -1.4% | 0.194% | |
| 11/2/2024 | Austin Asset Management Co Inc | 51,221 | $1.42M | 0.3% | +316.2% | 0.065% | |
| 11/1/2024 | Capital Performance Advisors LLP | 12,148 | $337K | 0.1% | N/A | 0.015% | |
| 10/31/2024 | Bridgewater Advisors Inc. | 1,968,950 | $52.22M | 5.5% | +1.6% | 2.489% | |
| 10/31/2024 | American Capital Advisory LLC | 1,311 | $36K | 0.0% | +3,443.2% | 0.002% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 165,982 | $4.60M | 1.3% | +0.7% | 0.210% | |
| 10/29/2024 | Centennial Bank AR | 107,958 | $2.99M | 1.4% | +9.0% | 0.136% | |
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| 10/29/2024 | Forum Financial Management LP | 6,009,122 | $166.45M | 2.8% | +3.8% | 7.597% | |
| 10/29/2024 | Angeles Wealth Management LLC | 22,606 | $626K | 0.1% | +7.1% | 0.029% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 149,885 | $3.96M | 0.1% | +1.6% | 0.189% | |
| 10/29/2024 | Farther Finance Advisors LLC | 9,855 | $273K | 0.0% | +436.8% | 0.012% | |
| 10/29/2024 | Oceanside Advisors LLC | 247,529 | $6.86M | 5.1% | +3.0% | 0.313% | |
| 10/28/2024 | Summit Wealth Partners LLC | 40,147 | $1.11M | 0.2% | +10.4% | 0.051% | |
| 10/25/2024 | PBMares Wealth Management LLC | 241,979 | $6.70M | 1.4% | +15.6% | 0.306% | |
| 10/25/2024 | SC&H Financial Advisors Inc. | 59,101 | $1.64M | 0.4% | +2.6% | 0.075% | |
| 10/24/2024 | TCI Wealth Advisors Inc. | 590,790 | $16.37M | 1.4% | +22.1% | 0.747% | |
| 10/24/2024 | Yeomans Consulting Group Inc. | 98,912 | $2.74M | 1.0% | +2.4% | 0.125% | |
| 10/24/2024 | Fischer Investment Strategies LLC | 39,046 | $1.08M | 0.9% | -86.6% | 0.049% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 13,894 | $385K | 0.0% | +4.2% | 0.018% | |
| 10/23/2024 | Mraz Amerine & Associates Inc. | 45,722 | $1.27M | 0.2% | -7.5% | 0.058% | |
| 10/23/2024 | Global Trust Asset Management LLC | 46,725 | $1.29M | 0.5% | -5.2% | 0.059% | |
| 10/22/2024 | BetterWealth LLC | 445,200 | $12.33M | 3.6% | +2.7% | 0.563% | |
| 10/22/2024 | Maryland Capital Advisors Inc. | 4,018 | $111K | 0.1% | +115.7% | 0.005% | |
| 10/22/2024 | CPA Asset Management LLC | 284,097 | $7.87M | 3.8% | +0.9% | 0.359% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 349,352 | $9.68M | 0.1% | +4.2% | 0.442% | |
| 10/21/2024 | Mattern Wealth Management LLC | 25,010 | $693K | 0.2% | -16.8% | 0.032% | |
| 10/21/2024 | Mills Wealth Advisors LLC | 236,809 | $6.56M | 4.5% | +6.8% | 0.299% | |
| 10/19/2024 | Midwest Heritage Bank FSB | 49,439 | $1.37M | 0.6% | +2.9% | 0.063% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 358,943 | $9.94M | 5.0% | +78.6% | 0.454% | |
| 10/18/2024 | Schubert & Co | 50,076 | $1.39M | 1.0% | +36.4% | 0.063% | |
| 10/18/2024 | Blue Trust Inc. | 29,831 | $785K | 0.0% | -15.4% | 0.038% | |
| 10/17/2024 | Sax Wealth Advisors LLC | 750,838 | $20.80M | 1.9% | +7.8% | 0.949% | |
| 10/17/2024 | DiNuzzo Private Wealth Inc. | 639,728 | $17.72M | 2.2% | +0.8% | 0.809% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 14,893 | $413K | 0.1% | +11.9% | 0.019% | |
| 10/16/2024 | Market Street Wealth Management Advisors LLC | 504,367 | $13.97M | 2.3% | +2.5% | 0.638% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 26,112 | $723K | 0.4% | -3.0% | 0.033% | |
| 10/15/2024 | von Borstel & Associates Inc. | 220,957 | $6.12M | 3.5% | N/A | 0.279% | |
| 10/12/2024 | Andrews Lucia Wealth Management LLC | 27,987 | $737K | 0.5% | +2.4% | 0.035% | |
| 10/11/2024 | Creative Planning | 32,800 | $909K | 0.0% | +2.8% | 0.041% | |
| 10/10/2024 | Simplicity Wealth LLC | 49,751 | $1.38M | 0.1% | -76.2% | 0.063% | |
| 10/10/2024 | Family Wealth Partners LLC | 224,682 | $6.22M | 3.2% | +3.3% | 0.284% | |
| 10/10/2024 | Fiduciary Financial Group LLC | 194,108 | $5.29M | 1.2% | +11.7% | 0.245% | |
| 10/9/2024 | Clarius Group LLC | 870,743 | $23.41M | 1.6% | +26.4% | 1.101% | |
| 10/9/2024 | GEM Asset Management LLC | 17,171 | $468K | 0.3% | +21.9% | 0.022% | |
| 10/9/2024 | Grunden Financial Advisory Inc. | 348,431 | $9.65M | 4.7% | +1.2% | 0.440% | |
| 10/8/2024 | CWM LLC | 12,722 | $352K | 0.0% | +74.0% | 0.016% | |
| 10/8/2024 | Great Oak Capital Partners LLC | 586,191 | $16.06M | 5.6% | +5.0% | 0.741% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 254,892 | $7.06M | 0.2% | +1.1% | 0.322% | |
| 10/8/2024 | Evanson Asset Management LLC | 67,729 | $1.88M | 0.1% | +12.1% | 0.086% | |
| 10/8/2024 | Aprio Wealth Management LLC | 1,800,894 | $49.89M | 8.0% | -8.0% | 2.277% | |
| 10/7/2024 | Foster Group Inc. | 1,195,320 | $33.12M | 1.2% | +1.4% | 1.511% | |
| 10/7/2024 | Diversified Trust Co | 7,500 | $208K | 0.0% | N/A | 0.009% | |
| 10/3/2024 | Park Avenue Securities LLC | 786,706 | $21.79M | 0.2% | +9.7% | 0.995% | |
| 10/3/2024 | Meritas Wealth Management LLC | 95,124 | $2.64M | 1.6% | +46.7% | 0.120% | |
| 9/11/2024 | Summit Wealth Partners LLC | 36,366 | $957K | 0.2% | +95.6% | 0.046% | |
| 8/30/2024 | Centennial Bank AR | 99,019 | $2.61M | 1.3% | +42.1% | 0.125% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 9,086 | $244K | 0.1% | N/A | 0.011% | |
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| 8/21/2024 | Truist Financial Corp | 30,322 | $798K | 0.0% | +18.6% | 0.038% | |
| 8/16/2024 | NewEdge Advisors LLC | 289,543 | $7.62M | 0.1% | +1.2% | 0.366% | |
| 8/16/2024 | Creative Planning | 31,892 | $839K | 0.0% | +28.5% | 0.040% | |
| 8/14/2024 | Bank of Montreal Can | 1,947,334 | $51.59M | 0.0% | +9.5% | 2.462% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 68,016 | $1.83M | 0.1% | +33.0% | 0.086% | |
| 8/14/2024 | Fischer Investment Strategies LLC | 290,530 | $7.65M | 7.5% | -18.3% | 0.367% | |
| 8/14/2024 | Great Oak Capital Partners LLC | 558,464 | $14.50M | 5.5% | +32.3% | 0.706% | |
| 8/13/2024 | Merriman Wealth Management LLC | 3,017,460 | $79.42M | 3.5% | +2.9% | 3.815% | |
| 8/13/2024 | AE Wealth Management LLC | 206,801 | $5.44M | 0.1% | +7.6% | 0.261% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 58,885 | $1.55M | 0.6% | +17.0% | 0.074% | |
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