| 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% | |
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| 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% | |
| 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% | |
| 4/23/2025 | Foundation Wealth Management LLC PA | 106,664 | $2.87M | 1.4% | +9.6% | 0.081% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 48,011 | $1.29M | 0.7% | +10.7% | 0.037% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 4,585 | $124K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | Friday Financial | 72,874 | $1.97M | 1.2% | +50.6% | 0.055% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 46,020 | $1.24M | 0.0% | -4.7% | 0.035% | |
| 4/22/2025 | Applied Capital LLC | 145,973 | $3.93M | 1.9% | -1.2% | 0.111% | |
| 4/22/2025 | Evanson Asset Management LLC | 82,418 | $2.22M | 0.2% | +5.5% | 0.063% | |
| 4/21/2025 | CPA Asset Management LLC | 307,397 | $8.28M | 3.6% | +1.4% | 0.234% | |
| 4/21/2025 | Martin Worley Group | 131,198 | $3.53M | 2.0% | +16.9% | 0.100% | |
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| 4/21/2025 | Andrews Lucia Wealth Management LLC | 28,478 | $718K | 0.5% | +1.7% | 0.022% | |
| 4/21/2025 | Blue Trust Inc. | 85,889 | $2.31M | 0.0% | +25.7% | 0.065% | |
| 4/21/2025 | Brady Martz Wealth Solutions LLC | 153,985 | $4.15M | 0.9% | +71.4% | 0.117% | |
| 4/21/2025 | Wealthspan Partners LLC | 30,616 | $825K | 0.4% | -2.9% | 0.023% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 853,965 | $23.01M | 1.8% | +19.0% | 0.650% | |
| 4/18/2025 | Clarius Group LLC | 2,865,725 | $77.20M | 4.8% | +93.9% | 2.180% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 480,941 | $12.96M | 2.2% | -6.0% | 0.366% | |
| 4/18/2025 | Planning Center Inc. | 1,966,059 | $52.97M | 6.3% | +4.0% | 1.496% | |
| 4/18/2025 | Global Trust Asset Management LLC | 43,085 | $1.16M | 0.7% | -3.3% | 0.033% | |
| 4/18/2025 | Edge Financial Advisors LLC | 52,403 | $1.41M | 0.9% | N/A | 0.040% | |
| 4/17/2025 | Claris Advisors LLC MO | 242,745 | $6.54M | 2.4% | -6.8% | 0.185% | |
| 4/17/2025 | Adero Partners LLC | 6,458,111 | $173.98M | 11.4% | +1.9% | 4.913% | |
| 4/17/2025 | GEM Asset Management LLC | 11,277 | $305K | 0.2% | -34.6% | 0.009% | |
| 4/17/2025 | Stewardship Advisors LLC | 7,738 | $208K | 0.1% | N/A | 0.006% | |
| 4/17/2025 | Brighton Jones LLC | 12,394 | $334K | 0.0% | +20.8% | 0.009% | |
| 4/17/2025 | CogentBlue Wealth Advisors LLC | 218,890 | $5.90M | 5.2% | +3.6% | 0.167% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 269,958 | $7.27M | 0.2% | +1.9% | 0.205% | |
| 4/17/2025 | Family Wealth Partners LLC | 308,331 | $8.31M | 3.8% | +7.9% | 0.235% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 10,589 | $285K | 0.1% | -7.8% | 0.008% | |
| 4/16/2025 | Dover Advisors LLC | 9,479 | $255K | 0.1% | +5.3% | 0.007% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,550 | $284K | 0.0% | -32.7% | 0.008% | |
| 4/16/2025 | Meritas Wealth Management LLC | 161,169 | $4.34M | 2.5% | +24.9% | 0.123% | |
| 4/16/2025 | HMV Wealth Advisors LLC | 101,400 | $2.73M | 2.2% | +288.5% | 0.077% | |
| 4/16/2025 | High Probability Advisors LLC | 1,229,342 | $33.12M | 5.5% | -4.0% | 0.935% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 159,813 | $4.31M | 2.7% | +2.0% | 0.122% | |
| 4/15/2025 | Two West Capital Advisors LLC | 34,776 | $914K | 0.8% | +8.9% | 0.026% | |
| 4/15/2025 | Vestment Financial LLC | 111,244 | $3.01M | 2.2% | +7.0% | 0.085% | |
| 4/15/2025 | Corrigan Financial Inc. | 585,894 | $15.78M | 3.3% | N/A | 0.446% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 228,269 | $5.84M | 1.2% | +11.0% | 0.174% | |
| 4/15/2025 | Simplicity Wealth LLC | 30,471 | $821K | 0.1% | N/A | 0.023% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 40,570 | $1.09M | 0.0% | +53.5% | 0.031% | |
| 4/14/2025 | Farther Finance Advisors LLC | 13,128 | $355K | 0.0% | +19.1% | 0.010% | |
| 4/14/2025 | 25 LLC | 8,257 | $222K | 0.1% | -5.0% | 0.006% | |
| 4/14/2025 | Park Avenue Securities LLC | 938,235 | $25.28M | 0.3% | +7.2% | 0.714% | |
| 4/14/2025 | Gemmer Asset Management LLC | 10,501 | $283K | 0.0% | -13.6% | 0.008% | |
| 4/11/2025 | Strategent Financial LLC | 37,662 | $1.02M | 0.9% | +74.2% | 0.029% | |
| 4/11/2025 | Disciplined Investments LLC | 87,315 | $2.35M | 1.1% | +120.0% | 0.066% | |
| 4/11/2025 | Foster Group Inc. | 1,241,429 | $33.44M | 1.3% | +0.2% | 0.944% | |
| 4/10/2025 | Breakwater Capital Group | 49,231 | $1.33M | 0.2% | -25.0% | 0.037% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 25,119 | $677K | 0.3% | -2.2% | 0.019% | |
| 4/10/2025 | Apella Capital LLC | 707,883 | $18.38M | 0.6% | +157.6% | 0.539% | |
| 4/9/2025 | RFG Advisory LLC | 537,413 | $14.48M | 0.4% | N/A | 0.409% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 533,042 | $14.36M | 4.9% | -2.2% | 0.406% | |
| 4/7/2025 | Benchmark Wealth Management LLC | 14,238 | $384K | 0.2% | N/A | 0.011% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,681 | $396K | 0.0% | +12.9% | 0.012% | |
| 3/14/2025 | Tableaux LLC | 40,603 | $1.02M | 0.8% | N/A | 0.032% | |
| 2/20/2025 | Forum Financial Management LP | 6,222,653 | $157.00M | 2.6% | +3.6% | 7.867% | |
| 2/19/2025 | Pinney & Scofield Inc. | 56,029 | $1.41M | 1.1% | N/A | 0.071% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 1,644,071 | $41.48M | 0.7% | +31.0% | 2.078% | |
| 2/17/2025 | Waverly Advisors LLC | 309,602 | $7.81M | 0.1% | -2.5% | 0.391% | |
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| 2/17/2025 | Vestment Financial LLC | 103,945 | $2.65M | 2.0% | N/A | 0.131% | |
| 2/17/2025 | True Wealth Design LLC | 474,381 | $11.97M | 4.6% | +5.8% | 0.600% | |
| 2/17/2025 | Quadcap Wealth Management LLC | 279,460 | $7.05M | 1.0% | +4.5% | 0.353% | |
| 2/17/2025 | Focus Partners Wealth | 2,823,749 | $71.24M | 0.2% | +15.9% | 3.570% | |
| 2/17/2025 | Bank of America Corp DE | 330,710 | $8.34M | 0.0% | +7.4% | 0.418% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 22,293,587 | $562.47M | 1.4% | +0.7% | 28.184% | |
| 2/14/2025 | Jane Street Group LLC | 1,576,507 | $39.78M | 0.0% | +47.5% | 1.993% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 25,646 | $647K | 0.0% | -7.6% | 0.032% | |
| 2/14/2025 | Navigoe LLC | 17,294 | $436K | 0.4% | N/A | 0.022% | |
| 2/14/2025 | Northern Trust Corp | 18,488 | $466K | 0.0% | -33.9% | 0.023% | |
