| 1/21/2025 | OLIO Financial Planning | 5,743 | $291K | 0.1% | -5.4% | 0.011% | |
| 1/21/2025 | Avaii Wealth Management LLC | 11,323 | $574K | 0.3% | -7.6% | 0.022% | |
| 1/21/2025 | Archford Capital Strategies LLC | 8,920 | $452K | 0.1% | +15.5% | 0.017% | |
| 1/21/2025 | Stewardship Advisors LLC | 84,641 | $4.29M | 1.2% | +8.7% | 0.164% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 10,248 | $520K | 0.0% | +224.0% | 0.020% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 63,824 | $3.24M | 0.1% | +23.8% | 0.123% | |
| 1/21/2025 | Goelzer Investment Management Inc. | 42,473 | $2.15M | 0.1% | -55.4% | 0.082% | |
| 1/21/2025 | RFG Advisory LLC | 14,086 | $714K | 0.0% | +60.9% | 0.027% | |
| 1/21/2025 | Johnson Bixby & Associates LLC | 15,090 | $765K | 0.1% | +5.8% | 0.029% | |
| 1/17/2025 | Lifestyle Asset Management Inc. | 4,350 | $221K | 0.1% | N/A | 0.008% | |
|
| 1/17/2025 | Private Wealth Group LLC | 8,663 | $439K | 0.2% | N/A | 0.017% | |
| 1/17/2025 | Galvin Gaustad & Stein LLC | 41,023 | $2.08M | 0.2% | -2.6% | 0.079% | |
| 1/17/2025 | Beacon Investment Advisory Services Inc. | 105,430 | $5.35M | 0.2% | +1.5% | 0.204% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 10,922 | $554K | 0.1% | -15.7% | 0.021% | |
| 1/17/2025 | Mutual Advisors LLC | 55,930 | $2.84M | 0.1% | +7.8% | 0.108% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 6,284 | $319K | 0.0% | -41.0% | 0.012% | |
| 1/17/2025 | Baker Ellis Asset Management LLC | 26,300 | $1.33M | 0.2% | +66.5% | 0.051% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 18,591 | $943K | 0.0% | -2.0% | 0.036% | |
| 1/17/2025 | Phoenix Wealth Advisors | 182,397 | $9.25M | 4.0% | -1.0% | 0.353% | |
| 1/17/2025 | Albion Financial Group UT | 78,352 | $3.97M | 0.3% | +2.9% | 0.152% | |
| 1/17/2025 | MBM Wealth Consultants LLC | 253,042 | $12.83M | 3.8% | -4.9% | 0.489% | |
| 1/17/2025 | Dakota Wealth Management | 13,615 | $690K | 0.0% | +12.5% | 0.026% | |
| 1/17/2025 | Genesis Private Wealth LLC | 12,288 | $623K | 0.3% | N/A | 0.024% | |
| 1/17/2025 | Enclave Advisors LLC | 10,412 | $528K | 0.1% | +111.0% | 0.020% | |
| 1/17/2025 | Monterey Private Wealth Inc. | 4,120 | $209K | 0.1% | -10.7% | 0.008% | |
| 1/17/2025 | Transform Wealth LLC | 311,868 | $15.85M | 0.9% | +63.0% | 0.603% | |
| 1/17/2025 | Chesley Taft & Associates LLC | 117,110 | $5.94M | 0.3% | +29.8% | 0.227% | |
| 1/16/2025 | Ballentine Partners LLC | 7,296 | $370K | 0.0% | N/A | 0.014% | |
| 1/16/2025 | ZWJ Investment Counsel Inc. | 37,810 | $1.92M | 0.1% | -2.4% | 0.073% | |
| 1/16/2025 | Priebe Wealth Holdings LLC | 23,828 | $1.21M | 0.8% | +8.1% | 0.046% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,037 | $53K | 0.0% | -62.5% | 0.002% | |
| 1/16/2025 | SFG Wealth Management LLC. | 9,422 | $478K | 0.3% | -50.7% | 0.018% | |
| 1/16/2025 | McCarthy & Cox | 6,193 | $314K | 0.1% | N/A | 0.012% | |
| 1/16/2025 | Bridgewater Advisors Inc. | 490,652 | $24.91M | 2.6% | -2.0% | 0.949% | |
| 1/16/2025 | FOCUS Wealth Advisors LLC | 8,334 | $423K | 0.2% | N/A | 0.016% | |
| 1/16/2025 | Global Wealth Management LLC | 395,422 | $20.05M | 12.8% | +34.3% | 0.765% | |
| 1/16/2025 | Annex Advisory Services LLC | 9,608 | $487K | 0.0% | -97.7% | 0.019% | |
| 1/15/2025 | Meridian Financial LLC | 5,022 | $255K | 0.2% | +6.9% | 0.010% | |
| 1/15/2025 | Sandy Cove Advisors LLC | 4,540 | $230K | 0.1% | N/A | 0.009% | |
| 1/15/2025 | Wealth Alliance Advisory Group LLC | 86,183 | $4.37M | 0.9% | +1.3% | 0.167% | |
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| 1/15/2025 | Sandbox Financial Partners LLC | 47,885 | $2.43M | 0.8% | -4.0% | 0.093% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 99,029 | $5.02M | 0.2% | N/A | 0.192% | |
| 1/15/2025 | HB Wealth Management LLC | 580,541 | $29.44M | 0.3% | +395.8% | 1.123% | |
| 1/15/2025 | Helen Stephens Group LLC | 53,870 | $2.73M | 0.8% | +13.8% | 0.104% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 56,865 | $2.88M | 0.1% | +7.0% | 0.110% | |
| 1/15/2025 | Yarger Wealth Strategies LLC | 16,137 | $818K | 0.5% | +163.5% | 0.031% | |
| 1/15/2025 | Sterling Financial Group Inc. | 9,930 | $504K | 0.2% | N/A | 0.019% | |
| 1/14/2025 | Mason & Associates Inc | 36,387 | $1.85M | 0.4% | -7.3% | 0.070% | |
| 1/14/2025 | StrongBox Wealth LLC | 65,723 | $3.33M | 1.4% | +35.2% | 0.127% | |
| 1/14/2025 | Paradigm Strategies in Wealth Management LLC | 35,773 | $1.81M | 1.2% | -3.3% | 0.069% | |
| 1/14/2025 | Essex Savings Bank | 7,008 | $355K | 0.1% | +10.9% | 0.014% | |
| 1/14/2025 | ERn Financial LLC | 65,111 | $3.30M | 0.5% | +53.2% | 0.126% | |
| 1/14/2025 | Websterrogers Financial Advisors LLC | 123,855 | $6.28M | 2.2% | -0.4% | 0.240% | |
| 1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 389,581 | $19.76M | 0.4% | +10.7% | 0.754% | |
| 1/14/2025 | Smith Anglin Financial LLC | 115,341 | $5.85M | 0.5% | +16.8% | 0.223% | |
| 1/14/2025 | Founders Grove Wealth Partners LLC | 31,893 | $1.62M | 0.5% | N/A | 0.062% | |
| 1/14/2025 | Richard P Slaughter Associates Inc | 30,747 | $1.56M | 0.3% | +66.1% | 0.059% | |
| 1/14/2025 | Kathmere Capital Management LLC | 53,345 | $2.71M | 0.2% | -30.6% | 0.103% | |
| 1/14/2025 | Lpwm LLC | 51,368 | $2.61M | 0.8% | +7.7% | 0.099% | |
| 1/14/2025 | Graves Light Lenhart Wealth Inc. | 53,809 | $2.73M | 0.3% | +2.3% | 0.104% | |
| 1/14/2025 | IMZ Advisory Inc | 101,959 | $5.17M | 2.4% | -17.9% | 0.197% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 176,098 | $8.93M | 2.3% | +13.1% | 0.341% | |
| 1/13/2025 | AdvisorNet Financial Inc | 12,375 | $628K | 0.1% | -49.0% | 0.024% | |
| 1/13/2025 | Signet Financial Management LLC | 75,387 | $3.82M | 0.5% | +1.3% | 0.146% | |
| 1/13/2025 | Marion Wealth Management | 7,686 | $390K | 0.1% | +31.7% | 0.015% | |
| 1/13/2025 | Sunflower Bank N.A. | 191,229 | $9.70M | 2.7% | +2.4% | 0.370% | |
| 1/13/2025 | Kwmg LLC | 32,037 | $1.63M | 0.2% | -2.9% | 0.062% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 107,219 | $5.44M | 2.2% | +10.8% | 0.207% | |
| 1/13/2025 | Forza Wealth Management LLC | 31,300 | $1.59M | 0.7% | +110.1% | 0.061% | |
| 1/13/2025 | Cooper Financial Group | 74,537 | $3.78M | 0.5% | -5.7% | 0.144% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,663 | $287K | 0.0% | N/A | 0.011% | |
| 1/10/2025 | Highline Wealth Partners LLC | 66,427 | $3.37M | 1.1% | -10.8% | 0.128% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 234,143 | $11.93M | 0.0% | +132.0% | 0.453% | |
| 1/8/2025 | Legacy Private Trust Co. | 86,434 | $4.38M | 0.3% | +43.1% | 0.167% | |
| 1/8/2025 | Fulton Bank N.A. | 31,034 | $1.57M | 0.1% | +52.1% | 0.060% | |
| 1/8/2025 | Collective Family Office LLC | 8,550 | $434K | 0.1% | -66.6% | 0.017% | |
| 1/8/2025 | Weaver Consulting Group | 5,650 | $287K | 0.1% | +9.3% | 0.011% | |
| 1/6/2025 | CWA Asset Management Group LLC | 436,070 | $22.11M | 1.1% | +11.6% | 0.843% | |
| 1/3/2025 | First Citizens Financial Corp | 13,126 | $666K | 0.4% | -20.9% | 0.025% | |
| 1/3/2025 | GAMMA Investing LLC | 17,228 | $874K | 0.1% | +22.7% | 0.033% | |
| 12/26/2024 | JPMorgan Chase & Co. | 864,940 | $44.06M | 0.0% | +8.9% | 1.673% | |
| 12/3/2024 | Boulder Wealth Advisors LLC | 127,672 | $6.50M | 3.5% | +209.5% | 0.247% | |
| 11/27/2024 | Franklin Resources Inc. | 153,837 | $7.82M | 0.0% | +2.7% | 0.298% | |
| 11/26/2024 | Peapack Gladstone Financial Corp | 60,797 | $3.10M | 0.0% | -3.1% | 0.118% | |
| 11/25/2024 | Synovus Financial Corp | 112,606 | $5.74M | 0.1% | +92.5% | 0.218% | |
| 11/25/2024 | Tidal Investments LLC | 8,013 | $408K | 0.0% | -7.0% | 0.015% | |
| 11/25/2024 | World Investment Advisors LLC | 21,058 | $1.07M | 0.0% | N/A | 0.041% | |
| 11/25/2024 | Sanctuary Advisors LLC | 64,617 | $3.29M | 0.0% | +61.1% | 0.125% | |
| 11/18/2024 | Sunbelt Securities Inc. | 9,143 | $466K | 0.0% | +12.0% | 0.018% | |
| 11/18/2024 | GG Group Ventures LLC | 8,880 | $451K | 0.7% | -16.6% | 0.017% | |
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| 11/15/2024 | Clarity Asset Management Inc. | 46,638 | $2.38M | 1.7% | +20.0% | 0.090% | |
| 11/15/2024 | Continuum Advisory LLC | 4,280 | $217K | 0.0% | N/A | 0.008% | |
| 11/15/2024 | MML Investors Services LLC | 74,051 | $3.77M | 0.0% | -21.5% | 0.143% | |
| 11/15/2024 | Legacy Investment Solutions LLC | 1,183 | $60K | 0.0% | N/A | 0.002% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 152,109 | $7.75M | 0.2% | +8.0% | 0.294% | |
| 11/15/2024 | EP Wealth Advisors LLC | 99,100 | $5.05M | 0.0% | +16.5% | 0.192% | |
| 11/15/2024 | Weaver Consulting Group | 5,170 | $263K | 0.1% | N/A | 0.010% | |
| 11/15/2024 | Stifel Financial Corp | 174,776 | $8.90M | 0.0% | +41.4% | 0.338% | |
| 11/15/2024 | IHT Wealth Management LLC | 17,392 | $885K | 0.0% | +76.6% | 0.034% | |
| 11/15/2024 | HighTower Advisors LLC | 373,519 | $19.03M | 0.0% | -1.8% | 0.722% | |
