| 5/21/2025 | Geneos Wealth Management Inc. | 3,330 | $90K | 0.0% | N/A | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 6,378,392 | $171.83M | 0.4% | +125.9% | 4.774% | |
| 5/20/2025 | Integrity Alliance LLC. | 200,454 | $5.40M | 0.2% | N/A | 0.150% | |
| 5/19/2025 | Jane Street Group LLC | 1,230,922 | $33.16M | 0.0% | -21.9% | 0.921% | |
| 5/16/2025 | Jones Financial Companies Lllp | 196,729 | $5.15M | 0.0% | +353.5% | 0.150% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 56,960 | $1.54M | 0.0% | +0.6% | 0.043% | |
| 5/16/2025 | Investmark Advisory Group LLC | 30,800 | $830K | 0.4% | +4.4% | 0.023% | |
| 5/16/2025 | AQR Capital Management LLC | 22,009 | $593K | 0.0% | +54.4% | 0.017% | |
| 5/16/2025 | Aprio Wealth Management LLC | 2,134,609 | $57.51M | 7.2% | +6.3% | 1.623% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,034,946 | $54.82M | 0.8% | +23.8% | 1.547% | |
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| 5/15/2025 | Royal Bank of Canada | 155,584 | $4.19M | 0.0% | -30.2% | 0.118% | |
| 5/15/2025 | Betterment LLC | 38,505 | $1.04M | 0.0% | +41.1% | 0.029% | |
| 5/15/2025 | OLD Mission Capital LLC | 156,502 | $4.22M | 0.1% | -61.3% | 0.119% | |
| 5/15/2025 | Tortoise Investment Management LLC | 94,100 | $2.54M | 0.3% | +8.5% | 0.072% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 280,227 | $7.55M | 1.1% | +0.3% | 0.213% | |
| 5/14/2025 | Envision Financial Planning LLC | 399,212 | $10.76M | 5.5% | +4.2% | 0.303% | |
| 5/14/2025 | Jane Street Group LLC | 1,230,922 | $33.16M | 0.0% | -21.9% | 0.936% | |
| 5/14/2025 | Freedom Investment Management Inc. | 128,043 | $3.45M | 0.3% | -3.3% | 0.097% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 434,161 | $11.70M | 0.8% | -11.0% | 0.330% | |
| 5/14/2025 | CW Advisors LLC | 17,961 | $486K | 0.0% | N/A | 0.014% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 169,938 | $4.58M | 3.3% | +5.4% | 0.129% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 5,597 | $151K | 0.1% | -41.2% | 0.004% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 198,696 | $5.35M | 1.6% | +43.8% | 0.151% | |
| 5/13/2025 | Raymond James Financial Inc. | 119,872 | $3.23M | 0.0% | +80.8% | 0.091% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 520,776 | $14.03M | 0.3% | -16.2% | 0.396% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 103,625 | $2.79M | 0.2% | +10.3% | 0.079% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 403,203 | $10.86M | 0.3% | +16.2% | 0.307% | |
| 5/13/2025 | Callan Family Office LLC | 32,750 | $882K | 0.1% | N/A | 0.025% | |
| 5/13/2025 | HighTower Advisors LLC | 2,264,476 | $61.01M | 0.1% | +4.3% | 1.721% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 198,164 | $5.34M | 0.0% | -0.5% | 0.151% | |
| 5/12/2025 | Townsquare Capital LLC | 79,213 | $2.13M | 0.0% | -20.9% | 0.060% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,246 | $34K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Keb Asset Management LLC | 22,176 | $597K | 0.2% | +81.6% | 0.017% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 164,017 | $4.62M | 0.2% | +6.1% | 0.125% | |
| 5/9/2025 | Pinney & Scofield Inc. | 76,075 | $2.05M | 1.5% | +35.8% | 0.058% | |
| 5/9/2025 | Navigoe LLC | 119,323 | $3.21M | 2.8% | +590.0% | 0.091% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 346,269 | $9.33M | 0.3% | +15.6% | 0.263% | |
| 5/9/2025 | Wealthspire Advisors LLC | 375,386 | $10.11M | 0.1% | -1.1% | 0.285% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 7,980 | $215K | 0.1% | -51.7% | 0.006% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 20,257 | $546K | 0.1% | +17.2% | 0.015% | |
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| 5/9/2025 | Liberty Wealth Management LLC | 758,453 | $20.43M | 0.4% | +180.0% | 0.577% | |
| 5/8/2025 | Altiora Financial Group LLC | 53,611 | $1.44M | 0.3% | +2.4% | 0.041% | |
| 5/8/2025 | Modera Wealth Management LLC | 751,326 | $20.24M | 0.3% | +951.6% | 0.571% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 30,353 | $818K | 0.5% | +186.1% | 0.023% | |
| 5/8/2025 | Meredith Wealth Planning | 424,472 | $11.44M | 5.0% | +4.2% | 0.323% | |
| 5/7/2025 | Schubert & Co | 55,496 | $1.50M | 1.0% | +16.3% | 0.042% | |
| 5/7/2025 | LPL Financial LLC | 82,960 | $2.24M | 0.0% | +1.8% | 0.063% | |
| 5/7/2025 | Angeles Wealth Management LLC | 8,561 | $231K | 0.0% | -53.0% | 0.007% | |
| 5/7/2025 | Drive Wealth Management LLC | 52,000 | $1.40M | 0.3% | -6.5% | 0.040% | |
| 5/6/2025 | Assetmark Inc. | 1,027 | $28K | 0.0% | +1,801.9% | 0.001% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 16,445 | $443K | 0.2% | +24.0% | 0.013% | |
| 5/6/2025 | AE Wealth Management LLC | 264,591 | $7.13M | 0.1% | +5.8% | 0.201% | |
| 5/6/2025 | Abel Hall LLC | 108,258 | $2.92M | 1.8% | +1.1% | 0.082% | |
| 5/6/2025 | Summit Wealth Partners LLC | 51,958 | $1.40M | 0.3% | +11.7% | 0.039% | |
| 5/6/2025 | Efficient Advisors LLC | 562,745 | $15.16M | 0.9% | -3.5% | 0.428% | |
| 5/6/2025 | PFG Advisors | 80,559 | $2.17M | 0.1% | +9.3% | 0.061% | |
| 5/5/2025 | Nwam LLC | 33,249 | $896K | 0.1% | -40.2% | 0.025% | |
| 5/5/2025 | Riverchase Wealth Management LLC | 28,367 | $764K | 0.5% | -11.0% | 0.022% | |
| 5/5/2025 | Yeomans Consulting Group Inc. | 106,177 | $2.86M | 1.1% | +8.5% | 0.081% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 67,901 | $1.83M | 0.8% | +29.4% | 0.052% | |
| 5/2/2025 | Forum Financial Management LP | 6,010,295 | $161.92M | 2.7% | -3.4% | 4.569% | |
| 5/2/2025 | MB Generational Wealth LLC | 204,511 | $5.51M | 4.1% | +0.9% | 0.155% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 828,561 | $23.02M | 2.0% | -28.4% | 0.630% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 355,825 | $9.59M | 5.0% | -11.5% | 0.270% | |
| 5/2/2025 | Apollon Wealth Management LLC | 24,400 | $657K | 0.0% | -26.9% | 0.019% | |
| 5/2/2025 | Signaturefd LLC | 12,196 | $329K | 0.0% | -21.0% | 0.009% | |
| 5/1/2025 | CWM LLC | 9,054 | $244K | 0.0% | -11.3% | 0.007% | |
| 5/1/2025 | United Wealth Management LLC | 321,353 | $8.66M | 2.7% | +11.4% | 0.244% | |
| 5/1/2025 | Satovsky Asset Management LLC | 1,683,254 | $45.35M | 10.1% | +1.0% | 1.280% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 17,696 | $477K | 0.2% | -17.5% | 0.013% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 215,285 | $5.80M | 3.6% | -4.0% | 0.164% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 32,236 | $868K | 0.7% | +22.5% | 0.025% | |
| 4/30/2025 | Allworth Financial LP | 1,088 | $30K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Index Fund Advisors Inc. | 12,904 | $348K | 0.0% | +57.2% | 0.010% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 24,583 | $662K | 0.0% | N/A | 0.019% | |
| 4/29/2025 | Centennial Bank AR | 23,626 | $636K | 0.3% | -5.4% | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 22,605,493 | $608.99M | 0.2% | -5.5% | 17.184% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 65,357 | $1.76M | 0.2% | +54.2% | 0.050% | |
| 4/29/2025 | von Borstel & Associates Inc. | 462,028 | $12.45M | 3.7% | +26.3% | 0.351% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 11,284 | $304K | 0.0% | +98.4% | 0.009% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 323,780 | $8.72M | 4.6% | +30.5% | 0.246% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 60,850 | $1.64M | 0.0% | +67.3% | 0.046% | |
| 4/28/2025 | BetterWealth LLC | 176,826 | $4.76M | 1.3% | -5.0% | 0.134% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 9,960 | $271K | 0.1% | N/A | 0.008% | |
| 4/25/2025 | Oceanside Advisors LLC | 272,820 | $7.35M | 5.3% | +2.9% | 0.207% | |
| 4/25/2025 | Northwest Wealth Management LLC | 160,860 | $4.33M | 0.9% | +22.4% | 0.122% | |
| 4/25/2025 | Sollinda Capital Management LLC | 20,861 | $562K | 0.2% | +34.8% | 0.016% | |
| 4/25/2025 | Waterfront Wealth Inc. | 129,863 | $3.50M | 0.9% | -9.0% | 0.099% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 8,200 | $221K | 0.1% | -9.6% | 0.006% | |
| 4/25/2025 | Grunden Financial Advisory Inc. | 374,575 | $10.09M | 4.9% | +2.5% | 0.285% | |
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| 4/25/2025 | RCS Financial Planning LLC | 25,178 | $678K | 0.4% | -9.1% | 0.019% | |
| 4/25/2025 | Master S Wealth Management Inc. | 149,735 | $4.03M | 2.1% | +4.3% | 0.114% | |
| 4/24/2025 | Diversified Trust Co | 7,500 | $202K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Austin Asset Management Co Inc | 73,779 | $1.99M | 0.4% | +17.1% | 0.056% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,319,252 | $116.36M | 0.9% | +1,084.1% | 3.286% | |
| 4/23/2025 | Spire Wealth Management | 5,930 | $160K | 0.0% | N/A | 0.005% | |
| 4/23/2025 | Timonier Family Office LTD. | 235,919 | $6.36M | 2.8% | +33.5% | 0.179% | |
| 4/23/2025 | Mattern Wealth Management LLC | 9,718 | $262K | 0.1% | -42.6% | 0.007% | |
| 4/23/2025 | Archford Capital Strategies LLC | 78,056 | $2.10M | 0.3% | +9.5% | 0.059% | |
| 4/23/2025 | PBMares Wealth Management LLC | 283,772 | $7.65M | 1.5% | +13.0% | 0.216% | |
