| 8/14/2025 | Daner Wealth Management LLC | 6,859 | $376K | 0.3% | N/A | 0.022% | |
| 8/13/2025 | United Wealth Management LLC | 346,111 | $18.86M | 5.5% | +2.9% | 1.116% | |
| 8/13/2025 | GeoWealth Management LLC | 157,388 | $8.58M | 0.3% | +310.7% | 0.508% | |
| 8/13/2025 | CW Advisors LLC | 25,360 | $1.38M | 0.0% | +8.4% | 0.082% | |
| 8/12/2025 | CreativeOne Wealth LLC | 33,032 | $1.80M | 0.0% | +1.7% | 0.107% | |
| 8/12/2025 | JPMorgan Chase & Co. | 42,496 | $2.32M | 0.0% | -5.5% | 0.137% | |
| 8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 61,531 | $3.35M | 0.8% | +17.0% | 0.198% | |
| 8/7/2025 | Nwam LLC | 19,597 | $1.07M | 0.1% | +26.8% | 0.063% | |
| 8/7/2025 | Timonier Family Office LTD. | 5,989 | $326K | 0.1% | -43.8% | 0.019% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 8,216 | $448K | 0.2% | -8.8% | 0.027% | |
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| 8/6/2025 | Disciplined Investors L.L.C. | 53,217 | $2.90M | 2.3% | +0.7% | 0.172% | |
| 8/6/2025 | AE Wealth Management LLC | 629,014 | $34.28M | 0.3% | +15.6% | 2.029% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 1,409,084 | $76.78M | 1.1% | +125.1% | 4.545% | |
| 8/6/2025 | Modera Wealth Management LLC | 203,531 | $11.09M | 0.1% | +1.7% | 0.657% | |
| 8/4/2025 | Integrity Alliance LLC. | 405,119 | $22.08M | 1.2% | +8.9% | 1.307% | |
| 8/4/2025 | Savvy Advisors Inc. | 8,215 | $448K | 0.0% | +13.3% | 0.027% | |
| 8/1/2025 | Equita Financial Network Inc. | 4,828 | $263K | 0.1% | N/A | 0.016% | |
| 8/1/2025 | Penobscot Wealth Management | 727,709 | $39.65M | 14.2% | +8.2% | 2.347% | |
| 8/1/2025 | MilWealth Group LLC | 465,463 | $25.36M | 6.5% | -0.2% | 1.501% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 48,401 | $2.64M | 1.0% | +1,716.2% | 0.156% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 542,202 | $29.55M | 0.0% | +59.3% | 1.749% | |
| 7/31/2025 | City State Bank | 52,182 | $2.84M | 0.9% | +13.0% | 0.170% | |
| 7/31/2025 | Curio Wealth LLC | 575,094 | $31.34M | 13.7% | +151,240.5% | 1.873% | |
| 7/30/2025 | Forum Financial Management LP | 5,902,297 | $321.62M | 4.9% | +5.1% | 19.226% | |
| 7/30/2025 | Brookstone Capital Management | 13,151 | $717K | 0.0% | N/A | 0.043% | |
| 7/29/2025 | Straight Path Wealth Management | 391,277 | $21.32M | 7.2% | +3.1% | 1.275% | |
| 7/29/2025 | Master S Wealth Management Inc. | 307,140 | $16.74M | 7.8% | +5.0% | 1.000% | |
| 7/28/2025 | Mutual Advisors LLC | 10,731 | $584K | 0.0% | +16.1% | 0.035% | |
| 7/28/2025 | RFG Advisory LLC | 395,882 | $21.57M | 0.5% | -2.3% | 1.290% | |
| 7/25/2025 | Ruedi Wealth Management Inc. | 821,156 | $44.75M | 13.3% | +4.4% | 2.701% | |
| 7/25/2025 | Index Fund Advisors Inc. | 4,032 | $220K | 0.0% | -11.2% | 0.013% | |
| 7/25/2025 | One Degree Advisors Inc | 77,152 | $4.20M | 1.5% | +7.7% | 0.254% | |
| 7/24/2025 | Vantage Point Financial LLC | 13,712 | $747K | 0.3% | +59.5% | 0.045% | |
| 7/24/2025 | Grand Wealth Management LLC | 113,914 | $6.21M | 3.2% | +0.5% | 0.375% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 200,222 | $10.91M | 5.7% | +41.5% | 0.659% | |
| 7/23/2025 | Abel Hall LLC | 42,496 | $2.32M | 1.1% | -5.4% | 0.140% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 40,467 | $2.21M | 0.1% | +2.0% | 0.133% | |
| 7/23/2025 | Wise Wealth Partners | 38,852 | $2.12M | 3.5% | N/A | 0.128% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 3,751 | $204K | 0.1% | -7.1% | 0.012% | |
| 7/22/2025 | Merit Financial Group LLC | 111,959 | $6.10M | 0.1% | -1.8% | 0.368% | |
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| 7/22/2025 | Wealthcare Advisory Partners LLC | 22,146 | $1.21M | 0.0% | -23.6% | 0.073% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 35,585 | $1.94M | 0.8% | -1.3% | 0.117% | |
| 7/22/2025 | Vested Financial Planning LLC | 14,618 | $797K | 0.7% | N/A | 0.048% | |
| 7/21/2025 | Triad Wealth Partners LLC | 13,585 | $740K | 0.1% | +81.9% | 0.045% | |
| 7/18/2025 | Pure Financial Advisors LLC | 5,351 | $292K | 0.0% | N/A | 0.018% | |
| 7/18/2025 | TruNorth Capital Management LLC | 221,990 | $12.10M | 2.7% | +9.9% | 0.735% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 8,458 | $461K | 0.3% | +116.2% | 0.028% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 158,479 | $8.64M | 5.2% | -5.2% | 0.525% | |
| 7/18/2025 | Truist Financial Corp | 56,979 | $3.11M | 0.0% | -0.6% | 0.189% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 347,503 | $18.94M | 2.2% | +7.7% | 1.151% | |
| 7/17/2025 | Applied Capital LLC | 58,137 | $3.17M | 1.4% | +6.0% | 0.193% | |
| 7/17/2025 | XY Planning Network Inc. | 25,264 | $1.38M | 0.5% | +17.4% | 0.084% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 137,082 | $7.47M | 4.5% | N/A | 0.454% | |
| 7/16/2025 | Midwest Heritage Bank FSB | 246,249 | $13.42M | 5.0% | +8.1% | 0.815% | |
| 7/16/2025 | Jentner Corp | 1,094,132 | $59.62M | 16.0% | +7.5% | 3.623% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 101,445 | $5.53M | 3.8% | +48.4% | 0.336% | |
| 7/16/2025 | Meredith Wealth Planning | 71,470 | $3.89M | 1.4% | +11.2% | 0.237% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 12,824 | $699K | 0.2% | +149.4% | 0.042% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 588,022 | $32.04M | 2.2% | +27.7% | 1.947% | |
| 7/15/2025 | Maseco LLP | 2,664,712 | $145.21M | 5.5% | N/A | 8.824% | |
| 7/14/2025 | Foster Group Inc. | 47,419 | $2.58M | 0.1% | N/A | 0.157% | |
| 7/14/2025 | Shearwater Capital LLC | 14,432 | $786K | 0.5% | N/A | 0.048% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 862 | $47K | 0.0% | +148.4% | 0.003% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 201,187 | $10.96M | 1.5% | +13.2% | 0.677% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,682 | $528K | 0.0% | +111.0% | 0.033% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 11,635 | $634K | 0.0% | +31.9% | 0.039% | |
| 7/9/2025 | Aurelius Family Office LLC | 15,481 | $844K | 0.4% | -1.7% | 0.052% | |
| 7/9/2025 | Archer Investment Management LLC | 260,885 | $14.22M | 10.3% | +10.0% | 0.878% | |
| 7/9/2025 | Krilogy Financial LLC | 65,049 | $3.55M | 0.2% | +26.3% | 0.219% | |
| 7/8/2025 | Apella Capital LLC | 7,547 | $410K | 0.0% | -24.7% | 0.025% | |
| 7/7/2025 | Kings Path Partners LLC | 97,076 | $5.29M | 2.1% | +114.3% | 0.327% | |
| 5/20/2025 | Integrity Alliance LLC. | 371,899 | $19.87M | 0.8% | N/A | 1.393% | |
| 5/19/2025 | Jane Street Group LLC | 50,167 | $2.68M | 0.0% | -46.4% | 0.188% | |
| 5/16/2025 | Faithward Advisors LLC | 7,250 | $387K | 0.1% | +8.7% | 0.027% | |
| 5/16/2025 | Kestra Investment Management LLC | 13,511 | $722K | 0.0% | +1,184.3% | 0.051% | |
| 5/16/2025 | Plancorp LLC | 8,133 | $435K | 0.0% | +86.4% | 0.030% | |
| 5/16/2025 | NewEdge Advisors LLC | 132,188 | $7.06M | 0.0% | -52.2% | 0.495% | |
| 5/16/2025 | Jentner Corp | 1,017,736 | $54.38M | 16.3% | +5.6% | 3.812% | |
| 5/15/2025 | Betterment LLC | 73,601 | $3.93M | 0.0% | +102.2% | 0.276% | |
| 5/15/2025 | OLD Mission Capital LLC | 11,301 | $604K | 0.0% | -78.0% | 0.042% | |
| 5/14/2025 | CreativeOne Wealth LLC | 32,476 | $1.74M | 0.1% | +18.1% | 0.122% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,022 | $55K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 39,682 | $2.12M | 0.2% | +71.4% | 0.149% | |
| 5/14/2025 | Kestra Advisory Services LLC | 79,277 | $4.24M | 0.0% | +6.6% | 0.297% | |
| 5/14/2025 | CW Advisors LLC | 23,402 | $1.25M | 0.0% | N/A | 0.088% | |
| 5/13/2025 | Raymond James Financial Inc. | 96,626 | $5.16M | 0.0% | N/A | 0.362% | |
| 5/13/2025 | American Investment Services Inc. | 28,501 | $1.52M | 0.3% | +4.5% | 0.107% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 625,951 | $33.45M | 0.9% | +0.5% | 2.344% | |
| 5/12/2025 | Aveo Capital Partners LLC | 239,217 | $12.82M | 2.1% | +6.0% | 0.896% | |
| 5/12/2025 | Virtu Financial LLC | 8,439 | $451K | 0.0% | N/A | 0.032% | |
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| 5/12/2025 | Townsquare Capital LLC | 5,244 | $280K | 0.0% | -46.9% | 0.020% | |
| 5/12/2025 | Savvy Advisors Inc. | 7,250 | $387K | 0.0% | +90.6% | 0.027% | |
| 5/12/2025 | One Degree Advisors Inc | 71,646 | $3.83M | 1.6% | +2.0% | 0.268% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 362,714 | $19.38M | 0.0% | +3.8% | 1.358% | |
| 5/8/2025 | Modera Wealth Management LLC | 200,095 | $10.69M | 0.1% | +19.4% | 0.749% | |
| 5/8/2025 | Aegis Wealth Management LLC | 5,712 | $305K | 0.2% | +39.9% | 0.021% | |
| 5/8/2025 | Meredith Wealth Planning | 64,248 | $3.43M | 1.5% | +0.4% | 0.241% | |
| 5/6/2025 | Grand Wealth Management LLC | 113,314 | $6.05M | 3.3% | +64.3% | 0.424% | |
| 5/6/2025 | AE Wealth Management LLC | 543,953 | $29.06M | 0.2% | +6.2% | 2.037% | |
| 5/6/2025 | Abel Hall LLC | 44,901 | $2.40M | 1.4% | -16.8% | 0.168% | |
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