| 8/15/2025 | North Ridge Wealth Advisors Inc. | 4,947 | $334K | 0.2% | +102.7% | 0.177% | |
| 8/15/2025 | Corient Private Wealth LLC | 141,569 | $9.56M | 0.0% | -16.0% | 5.056% | |
| 8/14/2025 | HUB Investment Partners LLC | 30,234 | $2.04M | 0.1% | N/A | 1.080% | |
| 8/14/2025 | Clarity Asset Management Inc. | 207,501 | $14.02M | 8.4% | +9.8% | 7.411% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 6,656 | $450K | 0.0% | N/A | 0.238% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 10,367 | $700K | 0.0% | -7.7% | 0.370% | |
| 8/6/2025 | True Wealth Design LLC | 1,373 | $93K | 0.0% | -10.5% | 0.049% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 9,021 | $610K | 0.0% | +29.3% | 0.322% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 2,494 | $168K | 0.1% | +64.9% | 0.089% | |
| 8/1/2025 | Riverwater Partners LLC | 52,288 | $3.53M | 1.7% | +38.9% | 1.867% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 14,293 | $966K | 0.0% | +108.2% | 0.510% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,514 | $372K | 0.0% | +17.5% | 0.197% | |
| 7/31/2025 | Trademark Financial Management LLC | 26,496 | $1.79M | 1.1% | +10.1% | 0.946% | |
| 7/31/2025 | AlTi Global Inc. | 15,998 | $1.08M | 0.0% | N/A | 0.571% | |
| 7/31/2025 | Opes Wealth Management LLC | 13,654 | $922K | 0.2% | +14.8% | 0.488% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 3,390 | $229K | 0.0% | N/A | 0.121% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 31,325 | $2.12M | 0.4% | -2.2% | 1.119% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 3,049 | $206K | 0.0% | N/A | 0.109% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 21,461 | $1.45M | 0.2% | -1.9% | 0.766% | |
| 7/25/2025 | PrairieView Partners LLC | 12,160 | $821K | 0.1% | -4.8% | 0.434% | |
| 7/18/2025 | Truist Financial Corp | 10,026 | $677K | 0.0% | +54.7% | 0.358% | |
| 7/18/2025 | FMB Wealth Management | 5,529 | $374K | 0.2% | N/A | 0.197% | |
| 7/17/2025 | HB Wealth Management LLC | 9,595 | $648K | 0.0% | -1.6% | 0.343% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 216,488 | $14.62M | 1.3% | +6.4% | 7.732% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 579 | $39K | 0.0% | +43.3% | 0.021% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 5,806 | $392K | 0.0% | -15.5% | 0.207% | |
| 7/15/2025 | Vestment Financial LLC | 13,072 | $881K | 0.6% | +27.3% | 0.467% | |
| 7/15/2025 | Maseco LLP | 660,004 | $44.58M | 1.7% | N/A | 23.572% | |
| 7/14/2025 | Northland Capital Management LLC | 24,879 | $1.68M | 1.0% | -10.5% | 0.889% | |
| 5/20/2025 | Focus Partners Wealth | 68,995 | $4.14M | 0.0% | N/A | 2.509% | |
| 5/19/2025 | Jane Street Group LLC | 5,838 | $350K | 0.0% | -53.1% | 0.212% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,693 | $282K | 0.0% | N/A | 0.171% | |
| 5/15/2025 | Clarity Asset Management Inc. | 188,948 | $11.33M | 7.3% | -31.6% | 6.871% | |
| 5/14/2025 | Orion Capital Management LLC | 2,380 | $143K | 0.1% | -14.3% | 0.087% | |
| 5/13/2025 | Raymond James Financial Inc. | 88,884 | $5.33M | 0.0% | N/A | 3.232% | |
| 5/13/2025 | HighTower Advisors LLC | 52,647 | $3.16M | 0.0% | -18.9% | 1.914% | |
| 5/9/2025 | WealthShield Partners LLC | 6,200 | $372K | 0.0% | +19.2% | 0.225% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 32,046 | $1.92M | 0.4% | -0.7% | 1.165% | |
| 5/7/2025 | HB Wealth Management LLC | 9,751 | $585K | 0.0% | N/A | 0.355% | |
| 5/6/2025 | Kelman Lazarov Inc. | 4,235 | $254K | 0.0% | -14.2% | 0.154% | |
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| 5/6/2025 | Journey Strategic Wealth LLC | 11,226 | $673K | 0.0% | +9.5% | 0.408% | |
| 5/6/2025 | Opes Wealth Management LLC | 11,890 | $713K | 0.1% | +80.3% | 0.432% | |
| 5/2/2025 | MB Generational Wealth LLC | 20,694 | $1.24M | 0.9% | -5.6% | 0.753% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 6,977 | $438K | 0.0% | N/A | 0.254% | |
| 5/1/2025 | Asset Dedication LLC | 496 | $30K | 0.0% | -27.8% | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,864 | $412K | 0.0% | +36.8% | 0.250% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 1,512 | $86K | 0.0% | -33.8% | 0.055% | |
| 4/25/2025 | Trademark Financial Management LLC | 24,067 | $1.44M | 1.1% | -3.8% | 0.875% | |
| 4/23/2025 | Austin Asset Management Co Inc | 3,480 | $209K | 0.0% | N/A | 0.127% | |
| 4/23/2025 | Northland Capital Management LLC | 27,811 | $1.67M | 1.1% | -9.3% | 1.011% | |
| 4/22/2025 | Diversified Portfolios Inc. | 9,309 | $558K | 0.1% | -18.5% | 0.339% | |
| 4/21/2025 | Riverwater Partners LLC | 37,641 | $2.26M | 1.2% | +225.2% | 1.420% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 6,868 | $412K | 0.0% | -6.6% | 0.259% | |
| 4/17/2025 | Sprinkle Financial Consultants LLC | 3,564 | $214K | 0.1% | N/A | 0.134% | |
| 4/15/2025 | Vestment Financial LLC | 10,265 | $617K | 0.4% | +19.8% | 0.387% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 21,868 | $1.31M | 0.2% | +11.7% | 0.825% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 457 | $27K | 0.0% | N/A | 0.017% | |
| 4/8/2025 | Highland Financial Advisors LLC | 25,686 | $1.54M | 0.6% | -20.1% | 0.969% | |
| 2/18/2025 | Orion Capital Management LLC | 2,778 | $155K | 0.1% | N/A | 0.113% | |
| 2/17/2025 | Waverly Advisors LLC | 55,956 | $3.12M | 0.0% | -4.8% | 2.284% | |
| 2/17/2025 | Vestment Financial LLC | 8,565 | $478K | 0.4% | N/A | 0.350% | |
| 2/17/2025 | Clarity Asset Management Inc. | 276,400 | $15.39M | 10.0% | +1.1% | 11.282% | |
| 2/17/2025 | Citadel Advisors LLC | 12,675 | $706K | 0.0% | N/A | 0.517% | |
| 2/14/2025 | Jane Street Group LLC | 12,453 | $693K | 0.0% | -56.5% | 0.508% | |
| 2/14/2025 | WealthCollab LLC | 1,336 | $74K | 0.0% | -31.9% | 0.055% | |
| 2/14/2025 | Oak Wealth Advisors LLC | 4,890 | $272K | 0.2% | N/A | 0.200% | |
| 2/14/2025 | Susquehanna International Group LLP | 33,087 | $1.84M | 0.0% | N/A | 1.350% | |
| 2/13/2025 | Mariner LLC | 12,604 | $702K | 0.0% | -70.3% | 0.514% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 5,017 | $279K | 0.0% | +15.0% | 0.205% | |
| 2/13/2025 | Riverwater Partners LLC | 11,573 | $644K | 0.3% | N/A | 0.472% | |
| 2/10/2025 | Corient Private Wealth LLC | 181,159 | $10.09M | 0.0% | +2.7% | 7.394% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 57,950 | $3.23M | 0.0% | +4.5% | 2.365% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 990 | $55K | 0.0% | N/A | 0.040% | |
| 2/7/2025 | HighTower Advisors LLC | 64,877 | $3.61M | 0.0% | +11.9% | 2.648% | |
| 2/7/2025 | Tortoise Investment Management LLC | 6,070 | $338K | 0.0% | +19.7% | 0.248% | |
| 2/5/2025 | Passive Capital Management LLC. | 5,054 | $281K | 0.1% | +10.0% | 0.206% | |
| 2/4/2025 | Wealthstream Advisors Inc. | 32,270 | $1.80M | 0.3% | +16.3% | 1.317% | |
| 2/4/2025 | WealthShield Partners LLC | 5,200 | $290K | 0.0% | -18.1% | 0.212% | |
| 2/3/2025 | Trellis Wealth Advisors LLC | 26,219 | $1.46M | 0.7% | -1.0% | 1.070% | |
| 1/31/2025 | Truist Financial Corp | 5,017 | $279K | 0.0% | +15.0% | 0.205% | |
| 1/30/2025 | Opes Wealth Management LLC | 6,595 | $367K | 0.1% | -6.4% | 0.269% | |
| 1/30/2025 | Highland Financial Advisors LLC | 32,156 | $1.79M | 0.6% | +0.6% | 1.312% | |
| 1/30/2025 | Trademark Financial Management LLC | 25,025 | $1.39M | 1.1% | +19.3% | 1.021% | |
| 1/29/2025 | PrairieView Partners LLC | 12,821 | $713K | 0.1% | +10.2% | 0.523% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 10,248 | $571K | 0.0% | +31.5% | 0.418% | |
| 1/23/2025 | Asset Dedication LLC | 687 | $38K | 0.0% | +35.5% | 0.028% | |
| 1/22/2025 | Revolve Wealth Partners LLC | 19,573 | $1.09M | 0.1% | +12.2% | 0.725% | |
| 1/22/2025 | Northland Capital Management LLC | 30,676 | $1.71M | 1.3% | -12.3% | 1.252% | |
| 1/21/2025 | Team Hewins LLC | 10,554 | $569K | 0.2% | N/A | 0.431% | |
| 11/15/2024 | Clarity Asset Management Inc. | 273,319 | $16.56M | 11.5% | +2.1% | 11.156% | |
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| 11/15/2024 | Passive Capital Management LLC. | 4,596 | $278K | 0.1% | -9.5% | 0.188% | |
| 11/15/2024 | Jane Street Group LLC | 28,630 | $1.73M | 0.0% | -61.7% | 1.169% | |
| 11/6/2024 | Wealthstream Advisors Inc. | 27,748 | $1.68M | 0.3% | +3.4% | 1.133% | |
| 11/4/2024 | Addison Advisors LLC | 3,030 | $184K | 0.1% | N/A | 0.124% | |
| 10/31/2024 | Trademark Financial Management LLC | 20,968 | $1.27M | 1.0% | +1.2% | 0.856% | |
| 10/30/2024 | Highland Financial Advisors LLC | 31,969 | $1.94M | 0.7% | +6.5% | 1.305% | |
| 10/29/2024 | Opes Wealth Management LLC | 7,045 | $427K | 0.1% | +4.4% | 0.288% | |
| 10/23/2024 | Tarbox Family Office Inc. | 5,464 | $331K | 0.1% | +9.3% | 0.223% | |
| 10/23/2024 | Northland Capital Management LLC | 34,990 | $2.12M | 1.2% | -0.7% | 1.428% | |
| 10/18/2024 | Revolve Wealth Partners LLC | 17,443 | $1.06M | 0.2% | +9.4% | 0.712% | |
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