| 5/1/2025 | CWM LLC | 7,708 | $199K | 0.0% | -13.9% | 0.008% | |
| 4/30/2025 | Joseph Group Capital Management | 8,550 | $221K | 0.1% | -4.5% | 0.008% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 44,407 | $1.15M | 0.9% | +3.5% | 0.044% | |
| 4/30/2025 | Cerity Partners LLC | 488,856 | $12.63M | 0.0% | +7.3% | 0.485% | |
| 4/30/2025 | Narus Financial Partners LLC | 41,028 | $1.06M | 0.4% | -5.0% | 0.041% | |
| 4/30/2025 | Allworth Financial LP | 257,153 | $6.89M | 0.0% | +8.7% | 0.255% | |
| 4/30/2025 | Index Fund Advisors Inc. | 585,286 | $15.12M | 0.9% | +2.7% | 0.581% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 17,925 | $463K | 0.0% | N/A | 0.018% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 11,778 | $304K | 0.0% | +41.9% | 0.012% | |
| 4/30/2025 | Aurelius Family Office LLC | 82,830 | $2.14M | 1.1% | -2.8% | 0.082% | |
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| 4/30/2025 | Crossmark Global Holdings Inc. | 28,783 | $740K | 0.0% | N/A | 0.029% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,700,898 | $43.95M | 0.0% | +3.1% | 1.689% | |
| 4/29/2025 | Discipline Wealth Solutions LLC | 293,071 | $7.57M | 3.6% | +2.2% | 0.291% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 68,443 | $1.79M | 0.2% | +53.9% | 0.068% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 7,715 | $199K | 0.0% | +103.5% | 0.008% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 113,433 | $2.93M | 1.2% | +12.0% | 0.113% | |
| 4/29/2025 | Tilson Financial Group Inc. | 144,236 | $3.73M | 1.5% | +4.3% | 0.143% | |
| 4/28/2025 | Clune & Associates LTD. | 233,018 | $6.02M | 1.8% | +5.8% | 0.231% | |
| 4/28/2025 | Equita Financial Network Inc. | 8,074 | $209K | 0.1% | N/A | 0.008% | |
| 4/28/2025 | Ballentine Capital Advisors Inc | 493,614 | $12.76M | 6.5% | +2.3% | 0.490% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 16,388 | $423K | 0.1% | +20.5% | 0.016% | |
| 4/28/2025 | DAVENPORT & Co LLC | 175,985 | $4.55M | 0.0% | +9.3% | 0.175% | |
| 4/25/2025 | Mather Group LLC. | 11,415,836 | $294.99M | 3.4% | +6.9% | 11.336% | |
| 4/25/2025 | Sollinda Capital Management LLC | 14,269 | $369K | 0.1% | +37.9% | 0.014% | |
| 4/25/2025 | Root Financial Partners LLC | 608,357 | $15.72M | 1.7% | +20.4% | 0.604% | |
| 4/24/2025 | Shore Point Advisors LLC | 39,750 | $1.03M | 0.5% | N/A | 0.039% | |
| 4/24/2025 | Tanager Wealth Management LLP | 318,774 | $8.24M | 1.1% | +36.2% | 0.310% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 252,082 | $6.51M | 4.8% | +4.7% | 0.245% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 134,570 | $3.48M | 0.0% | -1.9% | 0.131% | |
| 4/23/2025 | First Pacific Financial | 157,417 | $4.07M | 0.8% | +23.5% | 0.153% | |
| 4/23/2025 | Spire Wealth Management | 110,812 | $2.86M | 0.1% | +8.3% | 0.108% | |
| 4/23/2025 | Timonier Family Office LTD. | 263,310 | $6.80M | 3.0% | +28.5% | 0.256% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 82,498 | $2.13M | 0.7% | +0.8% | 0.080% | |
| 4/23/2025 | PBMares Wealth Management LLC | 103,251 | $2.67M | 0.5% | +26.1% | 0.101% | |
| 4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 31,457 | $813K | 0.2% | -8.7% | 0.031% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 24,197 | $625K | 0.3% | +1.8% | 0.024% | |
| 4/22/2025 | Acorn Creek Capital LLC | 173,334 | $4.48M | 2.2% | +0.4% | 0.169% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 35,337 | $913K | 0.0% | +23.5% | 0.034% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 130,276 | $3.37M | 1.8% | +4.6% | 0.127% | |
| 4/22/2025 | Evanson Asset Management LLC | 1,132,539 | $29.27M | 2.1% | -1.3% | 1.103% | |
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| 4/21/2025 | Martin Worley Group | 118,166 | $3.05M | 1.7% | +15.7% | 0.115% | |
| 4/21/2025 | Avior Wealth Management LLC | 68,809 | $1.78M | 0.1% | +3.5% | 0.067% | |
| 4/21/2025 | Provident Wealth Management LLC | 43,968 | $1.14M | 0.4% | -11.7% | 0.043% | |
| 4/21/2025 | Colony Family Offices LLC | 29,402 | $760K | 0.2% | +6.8% | 0.029% | |
| 4/21/2025 | Andrews Lucia Wealth Management LLC | 16,642 | $409K | 0.3% | +8.9% | 0.016% | |
| 4/21/2025 | Blue Trust Inc. | 59,695 | $1.54M | 0.0% | -15.2% | 0.058% | |
| 4/21/2025 | CLG LLC | 42,369 | $1.10M | 0.4% | +3.0% | 0.041% | |
| 4/21/2025 | ERn Financial LLC | 48,984 | $1.27M | 0.2% | +3.6% | 0.048% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,903,101 | $100.86M | 0.4% | N/A | 3.800% | |
| 4/21/2025 | Wealthspan Partners LLC | 13,721 | $355K | 0.2% | -9.3% | 0.013% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 1,411,360 | $36.47M | 2.9% | +9.1% | 1.374% | |
| 4/18/2025 | Planning Center Inc. | 477,149 | $12.33M | 1.5% | +4.5% | 0.465% | |
| 4/18/2025 | Five Oceans Advisors | 11,306 | $292K | 0.1% | -13.7% | 0.011% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 187,259 | $4.84M | 0.2% | +1.6% | 0.182% | |
| 4/16/2025 | Lam Group Inc. | 127,370 | $3.29M | 2.4% | -6.6% | 0.124% | |
| 4/16/2025 | IAG Wealth Partners LLC | 99,592 | $2.57M | 0.4% | +5.8% | 0.097% | |
| 4/16/2025 | Kelly Financial Group LLC | 270,088 | $6.98M | 1.2% | +3.1% | 0.263% | |
| 4/16/2025 | Schoolcraft Capital LLC | 145,945 | $3.77M | 0.7% | +5.8% | 0.142% | |
| 4/16/2025 | GEN Financial Management INC. | 10,723 | $277K | 0.2% | +28.9% | 0.010% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 11,312 | $292K | 0.0% | -11.5% | 0.011% | |
| 4/15/2025 | Total Wealth Planning LLC | 1,070,693 | $27.67M | 4.2% | +5.6% | 1.043% | |
| 4/15/2025 | Trinity Financial Advisors LLC | 116,218 | $3.00M | 0.6% | +0.5% | 0.113% | |
| 4/15/2025 | Corrigan Financial Inc. | 590,889 | $15.27M | 3.1% | +22.6% | 0.575% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 29,097 | $752K | 0.0% | +232.7% | 0.028% | |
| 4/15/2025 | Signet Financial Management LLC | 10,299 | $266K | 0.0% | -11.7% | 0.010% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,915 | $101K | 0.0% | +23.0% | 0.004% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 3,790,191 | $97.94M | 1.6% | N/A | 3.691% | |
| 4/14/2025 | Abacus Planning Group Inc. | 250,831 | $6.48M | 1.1% | +7.9% | 0.244% | |
| 4/14/2025 | Park Avenue Securities LLC | 1,440,087 | $37.21M | 0.5% | +4.2% | 1.402% | |
| 4/14/2025 | Broadway Wealth Solutions Inc. | 121,813 | $3.15M | 2.3% | +15.8% | 0.119% | |
| 4/11/2025 | Disciplined Investments LLC | 197,550 | $5.11M | 2.3% | +29.0% | 0.192% | |
| 4/11/2025 | McNamara Financial Services Inc. | 64,378 | $1.66M | 0.4% | +13.0% | 0.063% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 317,941 | $8.22M | 2.2% | +54.5% | 0.310% | |
| 4/10/2025 | Brand Asset Management Group Inc. | 180,298 | $4.66M | 1.9% | N/A | 0.176% | |
| 4/10/2025 | Level Financial Advisors | 171,545 | $4.43M | 1.5% | +16.9% | 0.167% | |
| 4/10/2025 | Rialto Wealth Management LLC | 20,471 | $529K | 0.2% | +23.9% | 0.020% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 52,144 | $1.35M | 0.1% | N/A | 0.051% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 16,996 | $439K | 0.2% | +3.0% | 0.017% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 253,695 | $6.56M | 2.2% | -7.0% | 0.247% | |
| 4/8/2025 | Advisory Alpha LLC | 14,695 | $380K | 0.0% | -93.5% | 0.014% | |
| 4/7/2025 | GAMMA Investing LLC | 4,341 | $112K | 0.0% | N/A | 0.004% | |
| 4/7/2025 | AdvisorNet Financial Inc | 59,129 | $1.53M | 0.1% | -8.3% | 0.058% | |
| 4/4/2025 | Quent Capital LLC | 33,938 | $877K | 0.1% | +14.0% | 0.033% | |
| 4/3/2025 | Collective Family Office LLC | 214,208 | $5.54M | 1.5% | +8.5% | 0.210% | |
| 4/2/2025 | Marcum Wealth LLC | 134,710 | $3.48M | 0.3% | +8.1% | 0.132% | |
| 3/17/2025 | NorthCrest Asset Manangement LLC | 12,778 | $314K | 0.0% | +3.9% | 0.013% | |
| 3/7/2025 | Aegis Wealth Management LLC | 19,565 | $480K | 0.3% | N/A | 0.020% | |
| 2/26/2025 | Discipline Wealth Solutions LLC | 286,879 | $7.04M | 3.3% | +14.6% | 0.445% | |
| 2/26/2025 | Ballentine Capital Advisors Inc | 482,413 | $11.85M | 6.1% | +1.1% | 0.749% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 13,603 | $334K | 0.2% | N/A | 0.021% | |
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| 2/19/2025 | Pinney & Scofield Inc. | 88,439 | $2.17M | 1.7% | N/A | 0.137% | |
| 2/18/2025 | McMill Wealth Management | 111,121 | $2.73M | 1.1% | N/A | 0.173% | |
| 2/18/2025 | GTS Securities LLC | 18,979 | $466K | 0.0% | N/A | 0.029% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 108,644 | $2.67M | 0.0% | +8.9% | 0.169% | |
| 2/17/2025 | Vance Wealth LLC | 42,279 | $1.04M | 0.4% | +14.7% | 0.066% | |
| 2/17/2025 | Waverly Advisors LLC | 185,812 | $4.56M | 0.1% | +51.1% | 0.289% | |
| 2/17/2025 | Focus Partners Wealth | 289,574 | $7.11M | 0.0% | +15.2% | 0.450% | |
| 2/17/2025 | Bank of America Corp DE | 34,367 | $844K | 0.0% | +21.7% | 0.053% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 136,135 | $3.34M | 0.0% | -35.1% | 0.211% | |
| 2/14/2025 | Jane Street Group LLC | 123,436 | $3.03M | 0.0% | +24.3% | 0.192% | |
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