| 8/15/2025 | Corient Private Wealth LLC | 7,085 | $483K | 0.0% | -68.7% | 0.076% | |
| 8/15/2025 | Visionary Wealth Advisors | 117,783 | $8.37M | 0.4% | +140.5% | 1.266% | |
| 8/15/2025 | MML Investors Services LLC | 82,995 | $5.90M | 0.0% | +3.7% | 0.892% | |
| 8/14/2025 | Jane Street Group LLC | 7,229 | $514K | 0.0% | N/A | 0.078% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 213,031 | $15.13M | 1.1% | +0.6% | 2.291% | |
| 8/13/2025 | Cresset Asset Management LLC | 71,860 | $5.11M | 0.0% | +324.9% | 0.773% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 37,325 | $2.65M | 0.2% | +2.8% | 0.401% | |
| 8/12/2025 | Legacy Financial Group Inc. | 7,358 | $523K | 0.2% | +18.4% | 0.079% | |
| 8/12/2025 | Nemes Rush Group LLC | 823 | $58K | 0.0% | +25.3% | 0.009% | |
| 8/12/2025 | MAI Capital Management | 9,385 | $667K | 0.0% | N/A | 0.101% | |
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| 8/12/2025 | Seeds Investor LLC | 28,636 | $2.03M | 0.5% | N/A | 0.308% | |
| 8/12/2025 | JPMorgan Chase & Co. | 402,927 | $28.62M | 0.0% | N/A | 4.333% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 24,765 | $1.76M | 0.0% | +1.9% | 0.267% | |
| 8/8/2025 | Pacific Life Fund Advisors LLC | 961,300 | $68.29M | 7.3% | -3.4% | 10.359% | |
| 8/6/2025 | AE Wealth Management LLC | 62,100 | $4.41M | 0.0% | +91.5% | 0.669% | |
| 8/4/2025 | Haven Private LLC | 82,338 | $5.85M | 2.6% | -49.9% | 0.887% | |
| 8/4/2025 | Waterfront Wealth Inc. | 38,872 | $2.76M | 0.6% | +49.9% | 0.419% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 479,854 | $34.09M | 0.0% | +8.0% | 5.171% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 4,750 | $337K | 0.0% | N/A | 0.051% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 17,676 | $1.29M | 0.0% | +2.8% | 0.190% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 4,543 | $323K | 0.0% | N/A | 0.049% | |
| 7/25/2025 | Lion Street Advisors LLC | 15,357 | $1.09M | 0.3% | +11.6% | 0.165% | |
| 7/23/2025 | Allegiance Financial Group Advisory Services LLC | 4,750 | $337K | 0.1% | N/A | 0.051% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 21,000 | $1.49M | 0.3% | +73.9% | 0.226% | |
| 7/23/2025 | Arcadia Investment Advisors LLC | 130,757 | $9.29M | 4.8% | +6.6% | 1.409% | |
| 7/22/2025 | Grimes & Company Inc. | 228,760 | $16.25M | 0.4% | +59.1% | 2.465% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 187,766 | $13.34M | 1.4% | N/A | 2.023% | |
| 7/22/2025 | Simplicity Wealth LLC | 717,174 | $50.95M | 2.1% | +111.9% | 7.728% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,046 | $74K | 0.0% | N/A | 0.011% | |
| 7/21/2025 | Mendota Financial Group LLC | 21,138 | $1.50M | 1.4% | N/A | 0.228% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 119,665 | $8.56M | 4.2% | -10.0% | 1.289% | |
| 7/16/2025 | Plancorp LLC | 34,155 | $2.43M | 0.1% | +4.6% | 0.368% | |
| 7/15/2025 | Oak Root LLC | 2,720,620 | $193.27M | 23.9% | -6.0% | 29.317% | |
| 7/11/2025 | Prosperity Planning Inc. | 111,024 | $7.89M | 2.3% | +20.2% | 1.204% | |
| 7/11/2025 | Ridgeline Wealth LLC | 411,475 | $29.23M | 23.8% | N/A | 4.463% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 371,291 | $26.38M | 6.4% | -18.9% | 4.027% | |
| 7/8/2025 | ShankerValleau Wealth Advisors Inc. | 81,735 | $5.81M | 1.7% | N/A | 0.886% | |
| 5/16/2025 | Kestra Investment Management LLC | 4,883 | $313K | 0.0% | N/A | 0.056% | |
| 5/16/2025 | Plancorp LLC | 32,650 | $2.10M | 0.1% | +11.9% | 0.372% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 456,265 | $29.29M | 2.5% | +6.3% | 5.197% | |
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| 5/14/2025 | WCG Wealth Advisors LLC | 36,326 | $2.33M | 0.2% | -4.5% | 0.414% | |
| 5/14/2025 | Full Sail Capital LLC | 3,521 | $226K | 0.0% | N/A | 0.040% | |
| 5/14/2025 | Flow Traders U.S. LLC | 17,629 | $1.13M | 0.0% | N/A | 0.201% | |
| 5/13/2025 | HighTower Advisors LLC | 123,691 | $7.94M | 0.0% | N/A | 1.409% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 17,193 | $1.11M | 0.0% | +17.1% | 0.196% | |
| 5/9/2025 | Haven Private LLC | 164,368 | $10.55M | 6.0% | -4.8% | 1.872% | |
| 5/7/2025 | Nemes Rush Group LLC | 657 | $42K | 0.0% | N/A | 0.007% | |
| 5/7/2025 | LPL Financial LLC | 198,440 | $12.74M | 0.0% | +65.1% | 2.260% | |
| 5/6/2025 | AE Wealth Management LLC | 32,435 | $2.08M | 0.0% | +126.8% | 0.369% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 211,717 | $13.59M | 1.1% | +1.1% | 2.411% | |
| 5/2/2025 | Arcadia Investment Advisors LLC | 122,688 | $7.88M | 4.4% | +4.8% | 1.397% | |
| 5/1/2025 | Legacy Financial Group Inc. | 6,212 | $399K | 0.1% | N/A | 0.071% | |
| 5/1/2025 | Park Square Financial Group LLC | 2,796 | $180K | 0.1% | N/A | 0.032% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 132,936 | $8.53M | 4.5% | -4.6% | 1.629% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 444,137 | $28.51M | 0.0% | +3,200.4% | 5.443% | |
| 4/29/2025 | Pacific Life Fund Advisors LLC | 994,927 | $63.87M | 7.2% | -15.1% | 12.193% | |
| 4/25/2025 | Waterfront Wealth Inc. | 25,940 | $1.67M | 0.4% | +15.6% | 0.318% | |
| 4/18/2025 | Lion Street Advisors LLC | 13,762 | $884K | 0.3% | N/A | 0.169% | |
| 4/17/2025 | Grimes & Company Inc. | 143,814 | $9.23M | 0.3% | +111.5% | 1.762% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 12,075 | $775K | 0.2% | +60.5% | 0.148% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 458,063 | $29.41M | 9.3% | +40.4% | 5.614% | |
| 4/15/2025 | Simplicity Wealth LLC | 338,512 | $21.73M | 1.7% | N/A | 4.148% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,973 | $385K | 0.0% | +3.8% | 0.073% | |
| 4/11/2025 | Prosperity Planning Inc. | 92,353 | $5.93M | 1.9% | +29.5% | 1.132% | |
| 4/10/2025 | Oak Root LLC | 2,892,770 | $185.72M | 24.9% | -0.5% | 35.451% | |
| 3/4/2025 | Dogwood Wealth Management LLC | 139,379 | $9.42M | 5.0% | -5.8% | 3.226% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 38,038 | $2.57M | 0.2% | +1.8% | 0.881% | |
| 2/17/2025 | Visionary Wealth Advisors | 38,525 | $2.60M | 0.2% | +246.9% | 0.892% | |
| 2/17/2025 | Citadel Advisors LLC | 3,027 | $204K | 0.0% | N/A | 0.070% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 409,202 | $27.64M | 0.1% | N/A | 9.472% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 209,465 | $14.15M | 1.2% | -4.5% | 4.849% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 24,311 | $1.64M | 0.0% | +67.5% | 0.563% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,457 | $909K | 0.0% | +9.6% | 0.312% | |
| 2/11/2025 | LPL Financial LLC | 120,167 | $8.12M | 0.0% | +10.1% | 2.782% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 6,124 | $414K | 0.0% | N/A | 0.142% | |
| 2/10/2025 | Corient Private Wealth LLC | 22,665 | $1.53M | 0.0% | +0.9% | 0.525% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,280 | $559K | 0.0% | +3.0% | 0.192% | |
| 2/7/2025 | Haven Private LLC | 172,733 | $11.67M | 6.5% | N/A | 3.998% | |
| 2/5/2025 | Allegiance Financial Group Advisory Services LLC | 3,073 | $208K | 0.1% | N/A | 0.071% | |
| 2/3/2025 | Waterfront Wealth Inc. | 22,444 | $1.52M | 0.4% | +17.0% | 0.520% | |
| 1/31/2025 | Pacific Life Fund Advisors LLC | 1,172,118 | $79.18M | 8.2% | +18.0% | 27.132% | |
| 1/24/2025 | Arcadia Investment Advisors LLC | 117,041 | $7.91M | 4.3% | -0.3% | 2.709% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 14,687 | $1.00M | 0.0% | +3.9% | 0.340% | |
| 1/21/2025 | Cypress Point Wealth Management LLC | 326,175 | $22.03M | 6.9% | +31.2% | 7.550% | |
| 1/21/2025 | Grimes & Company Inc. | 68,012 | $4.59M | 0.1% | +610.4% | 1.574% | |
| 1/17/2025 | Prosperity Planning Inc. | 71,298 | $4.82M | 1.5% | +48.8% | 1.650% | |
| 12/2/2024 | Beaird Harris Wealth Management LLC | 402,073 | $26.55M | 2.3% | +20.7% | 9.307% | |
| 11/15/2024 | Jane Street Group LLC | 19,547 | $1.29M | 0.0% | N/A | 0.452% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 14,514 | $958K | 0.0% | N/A | 0.336% | |
| 11/1/2024 | Cypress Point Wealth Management LLC | 248,594 | $16.41M | 6.4% | +20.0% | 5.754% | |
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| 10/29/2024 | Chicago Partners Investment Group LLC | 14,134 | $941K | 0.0% | +6.6% | 0.327% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,759 | $380K | 0.0% | N/A | 0.133% | |
| 10/28/2024 | Pacific Life Fund Advisors LLC | 993,410 | $65.59M | 6.5% | +58.6% | 22.996% | |
| 10/23/2024 | Grimes & Company Inc. | 9,574 | $632K | 0.0% | N/A | 0.222% | |
| 10/18/2024 | Waypoint Capital Advisors LLC | 240,803 | $15.90M | 3.4% | +173.3% | 5.574% | |
| 10/7/2024 | Prosperity Planning Inc. | 47,931 | $3.16M | 1.0% | +146.3% | 1.110% | |
| 8/15/2024 | Beaird Harris Wealth Management LLC | 333,250 | $20.92M | 2.0% | N/A | 7.714% | |
| 8/3/2024 | Pacific Life Fund Advisors LLC | 626,266 | $39.31M | 3.9% | N/A | 14.497% | |
| 8/1/2024 | Oak Root LLC | 2,908,670 | $182.58M | 24.3% | -2.0% | 67.330% | |
| 8/1/2024 | Waterfront Wealth Inc. | 16,391 | $1.03M | 0.3% | +4.3% | 0.379% | |
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