| 5/20/2025 | Focus Partners Wealth | 4,137 | $200K | 0.0% | -28.5% | 0.014% | |
| 5/19/2025 | Jane Street Group LLC | 6,112 | $296K | 0.0% | -56.0% | 0.020% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 29,036 | $1.41M | 0.3% | +5.0% | 0.096% | |
| 5/16/2025 | Jones Financial Companies Lllp | 41,861 | $2.03M | 0.0% | +1,676.8% | 0.138% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 121,059 | $5.86M | 0.5% | -2.6% | 0.400% | |
| 5/15/2025 | Family Office Research LLC | 54,297 | $2.63M | 1.3% | -4.5% | 0.179% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 100,852 | $4.88M | 0.1% | +13.2% | 0.333% | |
| 5/15/2025 | Tortoise Investment Management LLC | 18,628 | $902K | 0.1% | -14.3% | 0.062% | |
| 5/14/2025 | Freedom Investment Management Inc. | 165,365 | $8.00M | 0.7% | +0.1% | 0.552% | |
| 5/14/2025 | B&D White Capital Company LLC | 164,209 | $7.95M | 1.1% | +119.4% | 0.548% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 964,898 | $46.70M | 0.0% | +14.7% | 3.223% | |
| 5/13/2025 | American Century Companies Inc. | 323,972 | $15.68M | 0.0% | +6.5% | 1.082% | |
| 5/13/2025 | Ariadne Wealth Management LP | 32,056 | $1.55M | 0.8% | -15.2% | 0.107% | |
| 5/12/2025 | Aveo Capital Partners LLC | 164,538 | $7.74M | 1.3% | +26.4% | 0.550% | |
| 5/12/2025 | Berger Financial Group Inc | 257,973 | $12.49M | 0.9% | +17.1% | 0.862% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 58,249 | $2.74M | 0.1% | +5.2% | 0.195% | |
| 5/9/2025 | PrairieView Partners LLC | 390,435 | $18.90M | 2.0% | -8.4% | 1.304% | |
| 5/9/2025 | Haven Private LLC | 62,118 | $3.01M | 1.7% | -2.3% | 0.207% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 29,723 | $1.44M | 0.8% | +14.0% | 0.099% | |
| 5/8/2025 | CAP Partners LLC | 58,644 | $2.84M | 2.1% | -32.1% | 0.196% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 171,155 | $8.28M | 0.2% | +2.9% | 0.572% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 21,828 | $1.06M | 0.2% | +12.4% | 0.073% | |
| 5/7/2025 | Sunpointe LLC | 19,603 | $949K | 0.5% | -2.2% | 0.065% | |
| 5/7/2025 | LPL Financial LLC | 422,203 | $20.44M | 0.0% | +28.3% | 1.410% | |
| 5/7/2025 | HB Wealth Management LLC | 22,992 | $1.11M | 0.0% | N/A | 0.077% | |
| 5/6/2025 | AE Wealth Management LLC | 375,384 | $18.17M | 0.2% | +18.2% | 1.254% | |
| 5/6/2025 | Goepper Burkhardt LLC | 13,040 | $631K | 0.3% | -15.2% | 0.044% | |
| 5/5/2025 | Aire Advisors LLC | 28,384 | $1.37M | 0.3% | -4.3% | 0.095% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 584,685 | $28.30M | 1.7% | +3.3% | 1.953% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 243,716 | $11.80M | 1.0% | +4.1% | 0.814% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 16,751 | $811K | 0.3% | +1.8% | 0.056% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 7,916 | $370K | 0.0% | N/A | 0.026% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 123,283 | $5.97M | 1.6% | -26.8% | 0.412% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 3,418,920 | $165.48M | 10.0% | +1.7% | 11.419% | |
| 5/1/2025 | Park Square Financial Group LLC | 808 | $39K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 68,621 | $3.32M | 1.7% | -0.8% | 0.229% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,474,871 | $555.38M | 0.2% | -6.9% | 38.326% | |
| 4/29/2025 | Cloud Capital Management LLC | 11,388 | $551K | 0.4% | N/A | 0.038% | |
| 4/29/2025 | Wheelhouse Advisory Group LLC | 127,421 | $6.17M | 3.6% | +7.8% | 0.426% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 23,580 | $1.05M | 0.1% | +4.2% | 0.079% | |
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| 4/29/2025 | OneDigital Investment Advisors LLC | 192,267 | $9.31M | 0.1% | -0.8% | 0.642% | |
| 4/28/2025 | Clune & Associates LTD. | 11,011 | $533K | 0.2% | +4.4% | 0.037% | |
| 4/28/2025 | Axis Wealth Partners LLC | 11,739 | $568K | 0.4% | +10.8% | 0.039% | |
| 4/25/2025 | Northwest Wealth Management LLC | 97,348 | $4.71M | 0.9% | +9.3% | 0.325% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 19,101 | $924K | 0.7% | +32.7% | 0.064% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 2,413 | $117K | 0.0% | -18.1% | 0.008% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 31,042 | $1.50M | 0.7% | -34.9% | 0.104% | |
| 4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 555,480 | $26.89M | 6.6% | -1.5% | 1.855% | |
| 4/22/2025 | Moisand Fitzgerald Tamayo LLC | 25,893 | $1.25M | 0.2% | -2.1% | 0.086% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 18,946 | $917K | 0.3% | +7.9% | 0.066% | |
| 4/17/2025 | Stephens Consulting LLC | 5,746 | $278K | 0.1% | N/A | 0.020% | |
| 4/16/2025 | CRA Financial Services LLC | 16,822 | $814K | 0.1% | -8.8% | 0.059% | |
| 4/16/2025 | Lam Group Inc. | 9,590 | $464K | 0.3% | -20.6% | 0.033% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 8,760 | $424K | 0.1% | N/A | 0.030% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,289 | $401K | 0.0% | -8.4% | 0.029% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 48,891 | $2.37M | 0.8% | +6.6% | 0.170% | |
| 4/15/2025 | Simplicity Wealth LLC | 198,727 | $9.62M | 0.7% | N/A | 0.691% | |
| 4/15/2025 | West Paces Advisors Inc. | 228,363 | $11.05M | 2.5% | -1.7% | 0.795% | |
| 4/14/2025 | Farther Finance Advisors LLC | 36,519 | $1.77M | 0.0% | -20.2% | 0.127% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 47,918 | $2.32M | 0.2% | +6.4% | 0.167% | |
| 4/14/2025 | LexAurum Advisors LLC | 29,359 | $1.42M | 0.3% | +20.3% | 0.102% | |
| 4/10/2025 | Level Financial Advisors | 60,872 | $2.95M | 1.0% | +4.3% | 0.212% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 97,637 | $4.73M | 1.6% | -0.5% | 0.340% | |
| 4/7/2025 | Benchmark Wealth Management LLC | 5,579 | $270K | 0.1% | N/A | 0.019% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,052 | $492K | 0.0% | -11.6% | 0.031% | |
| 3/4/2025 | Dogwood Wealth Management LLC | 69,161 | $3.76M | 2.0% | -3.9% | 0.251% | |
| 2/25/2025 | Armis Advisers LLC | 13,952 | $758K | 0.1% | N/A | 0.070% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 89,055 | $4.84M | 0.1% | +2,023.9% | 0.446% | |
| 2/17/2025 | Two Sigma Investments LP | 34,400 | $1.87M | 0.0% | N/A | 0.172% | |
| 2/17/2025 | Lionshead Wealth Management LLC | 3,930 | $214K | 0.2% | N/A | 0.020% | |
| 2/17/2025 | Focus Partners Wealth | 5,782 | $314K | 0.0% | N/A | 0.029% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 12,583 | $684K | 0.0% | -4.6% | 0.063% | |
| 2/17/2025 | CoreCap Advisors LLC | 10,624 | $578K | 0.0% | +854.5% | 0.053% | |
| 2/17/2025 | Accredited Wealth Management LLC | 2,011 | $109K | 0.1% | N/A | 0.010% | |
| 2/14/2025 | West Paces Advisors Inc. | 232,221 | $12.62M | 3.1% | -8.2% | 1.164% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 11,484,250 | $624.28M | 1.5% | N/A | 57.565% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 234,146 | $12.73M | 1.1% | -3.6% | 1.174% | |
| 2/14/2025 | Jane Street Group LLC | 13,883 | $755K | 0.0% | N/A | 0.070% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 25,855 | $1.41M | 0.0% | +2.3% | 0.130% | |
| 2/14/2025 | Berger Financial Group Inc | 220,327 | $11.98M | 0.8% | +10.3% | 1.104% | |
| 2/14/2025 | Capital Analysts LLC | 11,154 | $606K | 0.0% | +238.4% | 0.056% | |
| 2/14/2025 | Knightsbridge Asset Management LLC | 27,666 | $1.50M | 0.3% | +2.4% | 0.139% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 193,874 | $10.54M | 0.1% | +4.4% | 0.972% | |
| 2/14/2025 | MML Investors Services LLC | 64,464 | $3.50M | 0.0% | +6.6% | 0.323% | |
| 2/14/2025 | Freedom Investment Management Inc. | 165,126 | $8.98M | 0.7% | -6.3% | 0.828% | |
| 2/13/2025 | Mariner LLC | 5,496 | $299K | 0.0% | +12.4% | 0.028% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 42,411 | $2.31M | 0.0% | +49.4% | 0.213% | |
| 2/13/2025 | Family Office Research LLC | 56,841 | $3.09M | 1.4% | N/A | 0.285% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,152 | $932K | 0.0% | N/A | 0.086% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 12,321,560 | $669.80M | 0.2% | +3.0% | 61.762% | |
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| 2/13/2025 | Wells Fargo & Company MN | 15,562 | $846K | 0.0% | +53.7% | 0.078% | |
| 2/12/2025 | Astra Wealth Partners LLC | 4,004 | $218K | 0.2% | N/A | 0.020% | |
| 2/12/2025 | Disciplined Investors L.L.C. | 14,958 | $791K | 0.8% | N/A | 0.075% | |
| 2/12/2025 | Goepper Burkhardt LLC | 15,385 | $836K | 0.3% | -15.8% | 0.077% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 168,432 | $9.16M | 2.7% | +13.9% | 0.844% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,412 | $512K | 0.0% | -81.4% | 0.047% | |
| 2/12/2025 | Hardin Capital Partners LLC | 9,453 | $514K | 0.3% | +7.3% | 0.047% | |
| 2/12/2025 | Aire Advisors LLC | 29,668 | $1.61M | 0.3% | -2.4% | 0.149% | |
| 2/12/2025 | Ariadne Wealth Management LP | 37,803 | $2.08M | 1.0% | +15.9% | 0.189% | |
| 2/11/2025 | Clune & Associates LTD. | 10,543 | $573K | 0.2% | N/A | 0.053% | |
