| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 17,010 | $1.03M | 0.4% | -2.9% | 0.694% | |
| 9/25/2024 | Passive Capital Management LLC. | 5,080 | $282K | 0.1% | +5.3% | 0.207% | |
| 8/21/2024 | Truist Financial Corp | 4,363 | $242K | 0.0% | +5.1% | 0.178% | |
| 8/16/2024 | Clarity Asset Management Inc. | 267,707 | $14.87M | 10.6% | +1.4% | 10.927% | |
| 8/13/2024 | Merriman Wealth Management LLC | 68,914 | $3.83M | 0.2% | -3.9% | 2.813% | |
| 8/8/2024 | Grand Wealth Management LLC | 2,800 | $156K | 0.1% | -20.5% | 0.114% | |
| 8/7/2024 | Team Hewins LLC | 10,240 | $569K | 0.2% | -3.4% | 0.418% | |
| 8/1/2024 | PrairieView Partners LLC | 9,941 | $552K | 0.1% | +51.4% | 0.406% | |
| 7/31/2024 | Trademark Financial Management LLC | 20,713 | $1.15M | 0.9% | -1.5% | 0.845% | |
| 7/29/2024 | Wealthstream Advisors Inc. | 26,840 | $1.49M | 0.5% | +2.8% | 1.096% | |
| 7/26/2024 | WealthShield Partners LLC | 6,350 | $353K | 0.1% | +33.7% | 0.259% | |
| 7/19/2024 | Revolve Wealth Partners LLC | 15,941 | $885K | 0.1% | +22.3% | 0.651% | |
| 7/17/2024 | Highland Financial Advisors LLC | 30,021 | $1.67M | 0.6% | +10.1% | 1.225% | |
| 5/16/2024 | Waverly Advisors LLC | 65,884 | $3.75M | 0.1% | +1.7% | 2.689% | |
| 5/14/2024 | OLD Mission Capital LLC | 93,340 | $5.31M | 0.1% | -34.0% | 3.810% | |
| 5/8/2024 | Trademark Financial Management LLC | 21,020 | $1.20M | 1.0% | +5.4% | 0.858% | |
| 5/4/2024 | PrairieView Partners LLC | 6,568 | $374K | 0.0% | +5.0% | 0.268% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 53,564 | $3.05M | 0.0% | -6.1% | 2.186% | |
| 4/19/2024 | Northland Capital Management LLC | 38,367 | $2.18M | 1.5% | -0.9% | 1.566% | |
| 4/15/2024 | Revolve Wealth Partners LLC | 13,036 | $742K | 0.1% | +39.3% | 0.652% | |
| 2/16/2024 | Clarity Asset Management Inc. | 264,246 | $14.24M | 11.3% | N/A | 13.212% | |
| 2/13/2024 | Trademark Financial Management LLC | 19,947 | $1.08M | 0.8% | N/A | 0.997% | |
| 2/9/2024 | Team Hewins LLC | 10,554 | $569K | 0.1% | N/A | 0.528% | |
| 2/9/2024 | Corient Private Wealth LLC | 171,482 | $9.24M | 0.0% | -1.7% | 8.574% | |
| 2/8/2024 | Tarbox Family Office Inc. | 4,782 | $258K | 0.1% | +12.5% | 0.239% | |
| 2/8/2024 | MB Generational Wealth LLC | 21,926 | $1.18M | 1.1% | N/A | 1.096% | |
| 2/6/2024 | Signature Resources Capital Management LLC | 484 | $26K | 0.0% | N/A | 0.024% | |
| 1/31/2024 | Opes Wealth Management LLC | 6,512 | $351K | 0.1% | N/A | 0.326% | |
| 1/29/2024 | Grand Wealth Management LLC | 3,520 | $190K | 0.1% | +25.7% | 0.176% | |
| 1/24/2024 | Northland Capital Management LLC | 38,726 | $2.09M | 1.4% | +1.4% | 1.936% | |
| 1/19/2024 | Trellis Wealth Advisors LLC | 26,486 | $1.43M | 0.8% | +514.4% | 1.324% | |
| 1/18/2024 | Highland Financial Advisors LLC | 28,244 | $1.52M | 0.7% | +5.4% | 1.412% | |
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| 1/18/2024 | Evanson Asset Management LLC | 3,877 | $209K | 0.0% | N/A | 0.194% | |
| 1/12/2024 | Henrickson Nauta Wealth Advisors Inc. | 17,635 | $950K | 0.5% | -1.2% | 0.882% | |
| 1/12/2024 | Revolve Wealth Partners LLC | 9,357 | $504K | 0.1% | N/A | 0.468% | |
| 11/20/2023 | Willow Creek Wealth Management Inc. | 195,653 | $9.60M | 1.4% | -0.2% | 9.783% | |
| 11/16/2023 | Orion Capital Management LLC | 2,649 | $130K | 0.1% | N/A | 0.132% | |
| 11/14/2023 | Waverly Advisors LLC | 65,400 | $3.21M | 0.1% | -2.2% | 3.270% | |
| 11/13/2023 | Asset Dedication LLC | 11,301 | $554K | 0.0% | +95.2% | 0.565% | |
| 11/13/2023 | Mariner LLC | 36,643 | $1.80M | 0.0% | N/A | 1.832% | |
| 11/9/2023 | Grand Wealth Management LLC | 2,800 | $137K | 0.1% | N/A | 0.140% | |
| 11/8/2023 | HighTower Advisors LLC | 50,619 | $2.48M | 0.0% | -41.5% | 2.531% | |
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