| 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% | |
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| 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% | |
| 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% | |
| 5/5/2025 | Nwam LLC | 15,455 | $826K | 0.1% | +122.3% | 0.058% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 227,721 | $12.17M | 5.0% | +81.5% | 0.853% | |
| 5/2/2025 | Forum Financial Management LP | 5,616,220 | $300.08M | 5.0% | +3.3% | 21.035% | |
| 5/2/2025 | Private Wealth Management Group LLC | 890 | $48K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | United Wealth Management LLC | 336,505 | $17.98M | 5.6% | +21.0% | 1.270% | |
| 5/1/2025 | TruNorth Capital Management LLC | 202,000 | $10.79M | 2.7% | +6.2% | 0.762% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 73,115 | $3.91M | 1.6% | -1.3% | 0.276% | |
| 5/1/2025 | MilWealth Group LLC | 466,435 | $24.92M | 6.9% | +2.3% | 1.760% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 167,248 | $8.94M | 5.6% | -8.5% | 0.631% | |
| 5/1/2025 | Lane & Associates LLC | 7,728 | $413K | 0.2% | +3.7% | 0.029% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 68,381 | $3.65M | 2.7% | +42.2% | 0.258% | |
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| 4/30/2025 | Index Fund Advisors Inc. | 4,543 | $243K | 0.0% | -5.3% | 0.017% | |
| 4/30/2025 | Aurelius Family Office LLC | 15,755 | $842K | 0.4% | +27.3% | 0.059% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 340,411 | $18.19M | 0.0% | +27.7% | 1.285% | |
| 4/29/2025 | von Borstel & Associates Inc. | 1,163,407 | $62.16M | 18.6% | +31.3% | 4.390% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 65,439 | $3.50M | 0.0% | -0.4% | 0.247% | |
| 4/28/2025 | Mutual Advisors LLC | 9,244 | $496K | 0.0% | N/A | 0.035% | |
| 4/28/2025 | Straight Path Wealth Management | 379,341 | $20.27M | 8.2% | +3.4% | 1.431% | |
| 4/28/2025 | Penobscot Wealth Management | 672,825 | $35.95M | 15.1% | +7.6% | 2.539% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 2,665 | $142K | 0.1% | -92.8% | 0.010% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 322,613 | $17.24M | 2.2% | +8.4% | 1.217% | |
| 4/25/2025 | RCS Financial Planning LLC | 4,165 | $223K | 0.1% | -13.6% | 0.016% | |
| 4/25/2025 | Master S Wealth Management Inc. | 292,405 | $15.62M | 8.2% | +6.3% | 1.103% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 9,013 | $482K | 0.2% | +30.8% | 0.035% | |
| 4/23/2025 | Timonier Family Office LTD. | 10,658 | $569K | 0.3% | -4.4% | 0.041% | |
| 4/23/2025 | Balance Wealth LLC | 16,835 | $899K | 0.6% | N/A | 0.065% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 786,263 | $42.01M | 13.1% | +4.5% | 3.013% | |
| 4/23/2025 | Helen Stephens Group LLC | 4,494 | $240K | 0.1% | +14.6% | 0.017% | |
| 4/23/2025 | Vantage Point Financial LLC | 8,597 | $459K | 0.2% | N/A | 0.033% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,071 | $859K | 0.0% | +5.6% | 0.062% | |
| 4/22/2025 | Applied Capital LLC | 54,826 | $2.93M | 1.4% | +32.2% | 0.210% | |
| 4/22/2025 | Aspire Private Capital LLC | 3,843 | $205K | 0.1% | -10.6% | 0.015% | |
| 4/22/2025 | XY Planning Network Inc. | 21,515 | $1.15M | 0.8% | N/A | 0.082% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 460,310 | $24.59M | 2.0% | +4.7% | 1.764% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 5,490 | $293K | 0.0% | N/A | 0.021% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 4,038 | $216K | 0.1% | -82.3% | 0.016% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,819 | $471K | 0.0% | -63.0% | 0.034% | |
| 4/16/2025 | Krilogy Financial LLC | 51,508 | $2.75M | 0.2% | +10.1% | 0.199% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 141,524 | $7.56M | 4.8% | +78.2% | 0.546% | |
| 4/15/2025 | Two West Capital Advisors LLC | 26,380 | $1.38M | 1.2% | +18.7% | 0.102% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 28,998 | $1.55M | 0.0% | N/A | 0.112% | |
| 4/14/2025 | Clarity Capital Advisors LLC | 6,380 | $341K | 0.2% | N/A | 0.025% | |
| 4/14/2025 | Park Avenue Securities LLC | 69,644 | $3.72M | 0.0% | +150.5% | 0.269% | |
| 4/11/2025 | City State Bank | 46,162 | $2.47M | 0.8% | +128.8% | 0.178% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 36,066 | $1.93M | 0.9% | -1.8% | 0.139% | |
| 4/9/2025 | RFG Advisory LLC | 405,018 | $21.64M | 0.6% | N/A | 1.576% | |
| 4/9/2025 | Merit Financial Group LLC | 113,960 | $6.09M | 0.1% | +1,319.7% | 0.443% | |
| 4/9/2025 | Archer Investment Management LLC | 237,243 | $12.68M | 8.8% | -6.0% | 0.923% | |
| 4/9/2025 | Quantum Financial Advisors LLC | 177,686 | $9.49M | 1.4% | +4.4% | 0.691% | |
| 4/4/2025 | Kings Path Partners LLC | 45,296 | $2.42M | 1.2% | N/A | 0.177% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,856 | $1.26M | 0.0% | +6.1% | 0.104% | |
| 3/14/2025 | Tableaux LLC | 13,228 | $699K | 0.6% | N/A | 0.058% | |
| 3/7/2025 | Aegis Wealth Management LLC | 4,082 | $216K | 0.1% | N/A | 0.017% | |
| 3/3/2025 | American Investment Services Inc. | 27,269 | $1.44M | 0.3% | +2.3% | 0.119% | |
| 2/20/2025 | Forum Financial Management LP | 5,436,899 | $287.23M | 4.7% | +2.5% | 23.639% | |
| 2/17/2025 | Citadel Advisors LLC | 80,409 | $4.25M | 0.0% | +1,290.2% | 0.350% | |
| 2/17/2025 | Bank of America Corp DE | 510,285 | $26.96M | 0.0% | +14.5% | 2.219% | |
| 2/14/2025 | Jane Street Group LLC | 93,665 | $4.95M | 0.0% | +138.5% | 0.407% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 3,873 | $205K | 0.0% | N/A | 0.017% | |
| 2/14/2025 | Betterment LLC | 36,392 | $1.92M | 0.0% | +206.8% | 0.158% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 65,715 | $3.47M | 0.0% | -7.9% | 0.286% | |
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| 2/14/2025 | WPWealth LLP | 19,558 | $1.03M | 0.2% | N/A | 0.085% | |
| 2/14/2025 | Forum Financial Management LP | 5,268,878 | $278.36M | 4.7% | -0.6% | 22.908% | |
| 2/14/2025 | GeoWealth Management LLC | 30,673 | $1.62M | 0.1% | +112.3% | 0.133% | |
| 2/14/2025 | Bridge Generations Wealth Management LLC | 182,747 | $9.66M | 6.4% | N/A | 0.795% | |
| 2/13/2025 | NewEdge Advisors LLC | 276,467 | $14.61M | 0.1% | -0.5% | 1.202% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 4,662 | $246K | 0.0% | N/A | 0.020% | |
| 2/13/2025 | Master S Wealth Management Inc. | 275,094 | $14.53M | 7.8% | N/A | 1.196% | |
| 2/13/2025 | CreativeOne Wealth LLC | 27,492 | $1.45M | 0.0% | +32.0% | 0.120% | |
| 2/13/2025 | Savvy Advisors Inc. | 3,804 | $201K | 0.0% | N/A | 0.017% | |
| 2/13/2025 | Townsquare Capital LLC | 9,874 | $522K | 0.0% | N/A | 0.043% | |
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