| 7/24/2025 | Fischer Investment Strategies LLC | 112,421 | $3.70M | 2.5% | +38.2% | 0.115% | |
| 7/24/2025 | Blue Trust Inc. | 59,143 | $1.95M | 0.0% | +4.9% | 0.061% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 1,581 | $52K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Vantage Point Financial LLC | 7,528 | $248K | 0.1% | N/A | 0.008% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 30,060 | $989K | 0.5% | -6.3% | 0.031% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 177,547 | $5.84M | 3.1% | -2.2% | 0.182% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 44,381 | $1.46M | 0.1% | -3.5% | 0.045% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 90,755 | $2.99M | 1.7% | +5.1% | 0.093% | |
| 7/23/2025 | Morton Capital Management LLC CA | 6,289 | $207K | 0.0% | N/A | 0.006% | |
| 7/23/2025 | Abel Hall LLC | 132,743 | $4.37M | 2.0% | -5.2% | 0.136% | |
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| 7/23/2025 | Sax Wealth Advisors LLC | 124,406 | $4.09M | 0.2% | +9.6% | 0.127% | |
| 7/23/2025 | HMV Wealth Advisors LLC | 101,879 | $3.35M | 2.2% | +20.4% | 0.104% | |
| 7/23/2025 | Mraz Amerine & Associates Inc. | 68,552 | $2.26M | 0.4% | -0.4% | 0.070% | |
| 7/22/2025 | Yardley Wealth Management LLC | 270,065 | $8.89M | 4.9% | -3.0% | 0.277% | |
| 7/22/2025 | Simplicity Wealth LLC | 68,644 | $2.26M | 0.1% | +94.5% | 0.070% | |
| 7/22/2025 | Sutton Place Investors LLC | 8,610 | $283K | 0.2% | +7.2% | 0.009% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 21,489 | $707K | 0.0% | +2.1% | 0.022% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 22,672 | $746K | 0.3% | -5.5% | 0.023% | |
| 7/21/2025 | Keb Asset Management LLC | 410,030 | $13.49M | 3.4% | -5.0% | 0.420% | |
| 7/21/2025 | Financial Architects LLC | 240,475 | $7.91M | 4.8% | -1.3% | 0.246% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,382 | $342K | 0.0% | +28.4% | 0.011% | |
| 7/21/2025 | Yeomans Consulting Group Inc. | 141,608 | $4.66M | 1.9% | +2.8% | 0.145% | |
| 7/21/2025 | Abacus Planning Group Inc. | 14,367 | $473K | 0.1% | +2.3% | 0.015% | |
| 7/21/2025 | Triad Wealth Partners LLC | 7,598 | $250K | 0.1% | N/A | 0.008% | |
| 7/18/2025 | Pure Financial Advisors LLC | 130,975 | $4.31M | 0.1% | +86.5% | 0.134% | |
| 7/18/2025 | Meritas Wealth Management LLC | 273,930 | $9.02M | 5.0% | +3.2% | 0.281% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 75,470 | $2.48M | 1.4% | +12.5% | 0.077% | |
| 7/18/2025 | PBMares Wealth Management LLC | 215,494 | $7.09M | 1.3% | +9.0% | 0.221% | |
| 7/18/2025 | Liberty Capital Management Inc. | 51,364 | $1.69M | 0.3% | +8.5% | 0.053% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 136,150 | $4.48M | 2.7% | +2.8% | 0.139% | |
| 7/18/2025 | Truist Financial Corp | 22,676 | $746K | 0.0% | -3.3% | 0.023% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 747,645 | $24.61M | 2.9% | -1.7% | 0.766% | |
| 7/17/2025 | Northwest Wealth Management LLC | 117,140 | $3.86M | 0.7% | +4.4% | 0.120% | |
| 7/17/2025 | Claris Advisors LLC MO | 232,316 | $7.65M | 2.7% | -5.8% | 0.238% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 44,496 | $1.46M | 0.0% | +21.2% | 0.046% | |
| 7/17/2025 | Lazari Capital Management Inc. | 11,391 | $375K | 0.1% | -3.1% | 0.012% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 27,752 | $913K | 0.4% | -2.4% | 0.028% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 124,477 | $4.10M | 0.4% | -1.5% | 0.128% | |
| 7/17/2025 | Avior Wealth Management LLC | 59,447 | $1.96M | 0.1% | +1.0% | 0.061% | |
| 7/17/2025 | XY Planning Network Inc. | 81,282 | $2.68M | 0.9% | +21.2% | 0.083% | |
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| 7/17/2025 | CogentBlue Wealth Advisors LLC | 19,821 | $652K | 0.5% | N/A | 0.020% | |
| 7/16/2025 | Squire Investment Management Company LLC | 202,657 | $6.67M | 2.5% | +26.0% | 0.208% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 60,211 | $1.98M | 1.4% | -37.6% | 0.062% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 93,242 | $3.07M | 0.9% | -1.8% | 0.096% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 68,974 | $2.27M | 1.5% | +3.1% | 0.071% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 43,296 | $1.43M | 0.2% | +1.2% | 0.044% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 38,942 | $1.28M | 0.4% | -36.3% | 0.040% | |
| 7/16/2025 | Pacific Sage Partners LLC | 264,356 | $8.70M | 1.7% | -6.3% | 0.271% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 836,684 | $27.84M | 8.0% | +28.7% | 0.857% | |
| 7/15/2025 | Signet Financial Management LLC | 22,587 | $743K | 0.1% | -1.8% | 0.023% | |
| 7/15/2025 | Mather Group LLC. | 5,844,562 | $192.35M | 2.1% | +455,084.0% | 5.988% | |
| 7/15/2025 | Vestment Financial LLC | 107,034 | $3.53M | 2.2% | +2.2% | 0.110% | |
| 7/15/2025 | Evanson Asset Management LLC | 987,935 | $32.51M | 2.1% | +4.3% | 1.012% | |
| 7/15/2025 | Kraft Asset Management LLC | 6,200 | $204K | 0.2% | -17.3% | 0.006% | |
| 7/15/2025 | Vannoy Advisory Group Inc. | 88,490 | $2.91M | 2.0% | -3.9% | 0.091% | |
| 7/15/2025 | Accurate Wealth Management LLC | 12,084 | $404K | 0.1% | N/A | 0.012% | |
| 7/15/2025 | Fortitude Family Office LLC | 54,456 | $1.79M | 0.6% | N/A | 0.056% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 70,030 | $2.31M | 0.4% | +160.0% | 0.072% | |
| 7/14/2025 | BetterWealth LLC | 175,943 | $5.79M | 1.5% | -2.1% | 0.180% | |
| 7/14/2025 | Financial Harvest LLC | 448,041 | $14.75M | 11.1% | N/A | 0.459% | |
| 7/14/2025 | Friday Financial | 22,014 | $724K | 0.4% | N/A | 0.023% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 73,920 | $2.43M | 1.0% | +5.7% | 0.076% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 18,818 | $619K | 0.3% | +63.1% | 0.019% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 356,500 | $11.73M | 1.8% | -66.5% | 0.365% | |
| 7/14/2025 | Capstone Wealth Management LLC | 17,946 | $591K | 0.5% | +36.7% | 0.018% | |
| 7/14/2025 | Park Avenue Securities LLC | 212,291 | $6.99M | 0.1% | +24.4% | 0.218% | |
| 7/11/2025 | Prosperity Planning Inc. | 49,543 | $1.63M | 0.5% | -5.4% | 0.051% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 535,870 | $17.64M | 2.4% | -2.5% | 0.549% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 297,355 | $9.79M | 4.5% | -6.1% | 0.305% | |
| 7/11/2025 | Kaufman Rossin Wealth LLC | 136,966 | $4.51M | 2.9% | +4.4% | 0.140% | |
| 7/11/2025 | Farther Finance Advisors LLC | 66,788 | $2.20M | 0.0% | +37.9% | 0.068% | |
| 7/11/2025 | Andrews Lucia Wealth Management LLC | 77,327 | $2.55M | 1.7% | +8.9% | 0.079% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 6,654 | $219K | 0.0% | N/A | 0.007% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 625,156 | $20.76M | 0.0% | +6.1% | 0.641% | |
| 7/9/2025 | Aurelius Family Office LLC | 64,566 | $2.13M | 1.0% | -0.5% | 0.066% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 371,377 | $12.22M | 3.9% | +1.8% | 0.381% | |
| 7/9/2025 | Breakwater Capital Group | 9,997 | $329K | 0.1% | +39.9% | 0.010% | |
| 7/9/2025 | Krilogy Financial LLC | 317,437 | $10.45M | 0.6% | -2.2% | 0.325% | |
| 7/9/2025 | Emprise Bank | 106,693 | $3.51M | 1.7% | +206.8% | 0.109% | |
| 7/9/2025 | Efficient Frontier Advisors LLC | 67,280 | $2.21M | 1.4% | +4.9% | 0.069% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 343,779 | $11.31M | 3.9% | +14.4% | 0.352% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 470,355 | $15.48M | 2.1% | +11.7% | 0.482% | |
| 7/8/2025 | ShankerValleau Wealth Advisors Inc. | 128,323 | $4.22M | 1.2% | -6.3% | 0.131% | |
| 7/7/2025 | RF&L Wealth Management LLC | 27,805 | $915K | 0.6% | +12.5% | 0.028% | |
| 7/7/2025 | Shotwell Rutter Baer Inc | 232,506 | $7.72M | 5.2% | -1.2% | 0.238% | |
| 7/7/2025 | RB Capital Management LLC | 19,585 | $645K | 0.1% | +7.2% | 0.020% | |
| 7/3/2025 | Lam Group Inc. | 188,300 | $6.20M | 4.1% | -1.7% | 0.193% | |
| 7/3/2025 | Collective Family Office LLC | 218,808 | $7.20M | 1.8% | +9.7% | 0.224% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 18,340 | $604K | 0.1% | +2.1% | 0.019% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 28,420 | $828K | 0.4% | N/A | 0.030% | |
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| 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% | |
