| 5/20/2025 | Focus Partners Wealth | 13,693,393 | $398.75M | 1.0% | +215.3% | 14.638% | |
| 5/20/2025 | Integrity Alliance LLC. | 258,652 | $7.53M | 0.3% | N/A | 0.276% | |
| 5/19/2025 | Jane Street Group LLC | 305,289 | $8.89M | 0.0% | N/A | 0.326% | |
| 5/19/2025 | Advisory Alpha LLC | 171,607 | $5.00M | 0.2% | +226.9% | 0.183% | |
| 5/16/2025 | Faithward Advisors LLC | 9,680 | $282K | 0.0% | +12.4% | 0.011% | |
| 5/16/2025 | Jones Financial Companies Lllp | 453,819 | $13.22M | 0.0% | +20,509.4% | 0.500% | |
| 5/16/2025 | Greenline Partners LLC | 2,128 | $62K | 0.0% | -99.0% | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 84,198 | $2.45M | 0.0% | +11.5% | 0.093% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,331,774 | $67.90M | 1.0% | +4.5% | 2.569% | |
| 5/15/2025 | Flputnam Investment Management Co. | 40,930 | $1.19M | 0.0% | -59.4% | 0.045% | |
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| 5/15/2025 | Betterment LLC | 295,823 | $8.61M | 0.0% | +99.6% | 0.326% | |
| 5/15/2025 | OLD Mission Capital LLC | 35,913 | $1.05M | 0.0% | -61.3% | 0.040% | |
| 5/15/2025 | Tortoise Investment Management LLC | 32,401 | $944K | 0.1% | +4.0% | 0.036% | |
| 5/14/2025 | RB Capital Management LLC | 18,277 | $532K | 0.1% | +14.0% | 0.020% | |
| 5/14/2025 | BWM Planning LLC | 142,938 | $4.16M | 1.8% | -3.1% | 0.158% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 218,545 | $6.36M | 0.9% | -20.5% | 0.241% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 10,308 | $300K | 0.1% | +28.8% | 0.011% | |
| 5/14/2025 | Jane Street Group LLC | 305,289 | $8.89M | 0.0% | N/A | 0.336% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 344,695 | $10.04M | 1.4% | -1.9% | 0.380% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,142 | $34K | 0.0% | -22.9% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 96,733 | $2.82M | 0.0% | +161.2% | 0.107% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 113,467 | $3.30M | 0.2% | +3.4% | 0.125% | |
| 5/14/2025 | Kestra Advisory Services LLC | 63,041 | $1.84M | 0.0% | -8.7% | 0.069% | |
| 5/14/2025 | Miramar Fiduciary Corp | 511,178 | $14.89M | 13.4% | +11.4% | 0.563% | |
| 5/14/2025 | CW Advisors LLC | 9,632 | $280K | 0.0% | N/A | 0.011% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 131,251 | $3.82M | 2.7% | +0.3% | 0.145% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 15,165 | $442K | 0.3% | +4.0% | 0.017% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 37,191 | $1.08M | 0.2% | +10.7% | 0.041% | |
| 5/14/2025 | M Holdings Securities Inc. | 76,565 | $2.23M | 0.4% | N/A | 0.084% | |
| 5/14/2025 | Sensible Money LLC | 330,628 | $9.63M | 4.1% | -0.8% | 0.364% | |
| 5/13/2025 | Northern Trust Corp | 618,536 | $18.01M | 0.0% | +12.6% | 0.682% | |
| 5/13/2025 | Raymond James Financial Inc. | 168,946 | $4.92M | 0.0% | +13.2% | 0.186% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 175,310 | $5.11M | 0.1% | -36.0% | 0.193% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 702,368 | $20.45M | 0.1% | +2.7% | 0.774% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 370,811 | $10.80M | 0.3% | +11.7% | 0.409% | |
| 5/13/2025 | HighTower Advisors LLC | 1,237,300 | $36.03M | 0.0% | +2.5% | 1.363% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 195,695 | $5.70M | 0.0% | -5.6% | 0.216% | |
| 5/12/2025 | AlphaCore Capital LLC | 2,792 | $81K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | Keb Asset Management LLC | 431,837 | $12.58M | 3.6% | +3.3% | 0.476% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 172,136 | $5.26M | 0.2% | -10.9% | 0.190% | |
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| 5/9/2025 | Pinney & Scofield Inc. | 231,123 | $6.73M | 4.9% | +11.9% | 0.255% | |
| 5/9/2025 | Navigoe LLC | 109,751 | $3.20M | 2.8% | +15.6% | 0.121% | |
| 5/9/2025 | Hemington Wealth Management | 47,214 | $1.37M | 0.2% | -54.4% | 0.052% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 562,350 | $16.38M | 0.6% | +11.7% | 0.620% | |
| 5/9/2025 | PrairieView Partners LLC | 17,013 | $495K | 0.1% | +9.0% | 0.019% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 61,107 | $1.78M | 0.5% | +11.5% | 0.067% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 31,307 | $912K | 0.2% | +18.0% | 0.034% | |
| 5/9/2025 | Liberty Wealth Management LLC | 579,060 | $16.86M | 0.3% | +209.8% | 0.638% | |
| 5/8/2025 | IFG Advisory LLC | 159,292 | $4.64M | 0.3% | +154.5% | 0.176% | |
| 5/8/2025 | Altiora Financial Group LLC | 32,350 | $942K | 0.2% | -8.9% | 0.036% | |
| 5/8/2025 | Tillman Hartley LLC | 139,341 | $4.06M | 1.2% | +3.9% | 0.154% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 1,065,344 | $31.02M | 4.7% | +2.8% | 1.174% | |
| 5/8/2025 | Modera Wealth Management LLC | 56,201 | $1.64M | 0.0% | +15.4% | 0.062% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 94,105 | $2.74M | 1.5% | -2.8% | 0.104% | |
| 5/8/2025 | Squire Investment Management Company LLC | 160,836 | $4.68M | 2.0% | +4.8% | 0.177% | |
| 5/7/2025 | Schubert & Co | 56,501 | $1.65M | 1.1% | +34.9% | 0.062% | |
| 5/7/2025 | Avalon Capital Management | 17,480 | $509K | 0.1% | N/A | 0.019% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 36,500 | $1.06M | 0.2% | -2.5% | 0.040% | |
| 5/7/2025 | LPL Financial LLC | 69,063 | $2.01M | 0.0% | -2.9% | 0.076% | |
| 5/7/2025 | Keyvantage Wealth LLC | 117,199 | $3.41M | 1.7% | N/A | 0.129% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 7,228 | $210K | 0.0% | N/A | 0.008% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 69,951 | $2.04M | 0.9% | +12.8% | 0.077% | |
| 5/6/2025 | Abel Hall LLC | 139,994 | $4.08M | 2.5% | +1.7% | 0.154% | |
| 5/6/2025 | SYM FINANCIAL Corp | 9,260 | $270K | 0.0% | -6.5% | 0.010% | |
| 5/6/2025 | Efficient Advisors LLC | 91,326 | $2.66M | 0.2% | -10.0% | 0.101% | |
| 5/6/2025 | Physician Wealth Solutions Inc. | 316,583 | $9.22M | 4.6% | +7.3% | 0.349% | |
| 5/6/2025 | Golden Bell Financial Planning LLC | 79,408 | $2.31M | 2.2% | +6.5% | 0.088% | |
| 5/5/2025 | Verus Financial Partners Inc. | 14,378 | $414K | 0.0% | +20.0% | 0.016% | |
| 5/5/2025 | Del Sette Capital Management LLC | 22,940 | $668K | 0.5% | -9.1% | 0.025% | |
| 5/5/2025 | OneAscent Financial Services LLC | 53,962 | $1.57M | 0.1% | -6.7% | 0.059% | |
| 5/5/2025 | Keyes Stange & Wooten Wealth Management LLC | 298,206 | $8.68M | 4.9% | +3.2% | 0.329% | |
| 5/5/2025 | Nwam LLC | 61,979 | $1.81M | 0.2% | -24.9% | 0.068% | |
| 5/5/2025 | Yeomans Consulting Group Inc. | 137,718 | $4.01M | 1.6% | +3.6% | 0.152% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 94,908 | $2.76M | 0.9% | +5.5% | 0.105% | |
| 5/5/2025 | JDH Wealth Management LLC | 122,113 | $3.56M | 3.1% | +2.1% | 0.135% | |
| 5/2/2025 | Forum Financial Management LP | 6,149,471 | $179.07M | 3.0% | -3.8% | 6.776% | |
| 5/2/2025 | Dravo Bay LLC | 255,583 | $7.46M | 4.0% | -5.6% | 0.282% | |
| 5/2/2025 | MB Generational Wealth LLC | 473,731 | $13.80M | 10.3% | +1.1% | 0.522% | |
| 5/2/2025 | Seaside Wealth Management Inc. | 364,665 | $10.62M | 3.8% | +4.9% | 0.402% | |
| 5/2/2025 | Private Wealth Management Group LLC | 312,904 | $9.11M | 3.4% | -3.2% | 0.345% | |
| 5/2/2025 | BIP Wealth LLC | 40,290 | $1.17M | 0.1% | +71.7% | 0.044% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 63,404 | $1.85M | 0.4% | +4.7% | 0.070% | |
| 5/2/2025 | LJI Wealth Management LLC | 18,015 | $525K | 0.1% | +1.9% | 0.020% | |
| 5/1/2025 | LRI Investments LLC | 445,081 | $12.96M | 1.1% | -7.9% | 0.490% | |
| 5/1/2025 | Asset Dedication LLC | 1,294,201 | $37.69M | 3.1% | +6.7% | 1.426% | |
| 5/1/2025 | CWM LLC | 9,112 | $265K | 0.0% | +413.9% | 0.010% | |
| 5/1/2025 | United Wealth Management LLC | 305,796 | $8.91M | 2.8% | +10.7% | 0.337% | |
| 5/1/2025 | Peirce Capital Management LLC | 48,869 | $1.42M | 0.7% | -8.0% | 0.054% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 16,323 | $475K | 0.2% | +6.4% | 0.018% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 132,480 | $3.86M | 2.4% | -1.9% | 0.146% | |
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| 5/1/2025 | ARK & TLK Investments LLC | 14,747 | $429K | 0.2% | +9.5% | 0.016% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 66,900 | $1.95M | 1.5% | +16.3% | 0.074% | |
| 4/30/2025 | Cerity Partners LLC | 952,278 | $27.73M | 0.1% | +13.1% | 1.049% | |
| 4/30/2025 | Phillips Financial Management LLC | 49,764 | $1.45M | 0.1% | +39.2% | 0.055% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 96,487 | $2.81M | 2.1% | -17.1% | 0.106% | |
| 4/30/2025 | Astra Wealth Partners LLC | 155,495 | $4.53M | 4.2% | +1.5% | 0.171% | |
| 4/30/2025 | Allworth Financial LP | 26,812 | $804K | 0.0% | -8.5% | 0.030% | |
| 4/30/2025 | Index Fund Advisors Inc. | 494,030 | $14.39M | 0.9% | +5.4% | 0.544% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 17,697 | $515K | 0.0% | N/A | 0.020% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 24,693 | $719K | 0.0% | -3.6% | 0.027% | |
