| 5/20/2025 | Focus Partners Wealth | 326,840 | $20.38M | 0.1% | N/A | 5.921% | |
| 5/19/2025 | Jane Street Group LLC | 7,512 | $468K | 0.0% | N/A | 0.136% | |
| 5/15/2025 | Tortoise Investment Management LLC | 5,320 | $332K | 0.0% | +12.5% | 0.096% | |
| 5/15/2025 | Clarity Asset Management Inc. | 452,668 | $28.23M | 18.2% | +19.3% | 8.201% | |
| 5/14/2025 | Orion Capital Management LLC | 8,972 | $559K | 0.2% | +8.9% | 0.166% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 13,776 | $859K | 0.1% | +9.5% | 0.255% | |
| 5/13/2025 | Raymond James Financial Inc. | 104,070 | $6.49M | 0.0% | N/A | 1.927% | |
| 5/13/2025 | HighTower Advisors LLC | 48,681 | $3.04M | 0.0% | +2.8% | 0.902% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 3,934 | $245K | 0.1% | +24.9% | 0.073% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 34,186 | $2.13M | 0.4% | -2.3% | 0.633% | |
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| 5/7/2025 | LPL Financial LLC | 22,924 | $1.43M | 0.0% | +59.4% | 0.425% | |
| 5/7/2025 | HB Wealth Management LLC | 24,090 | $1.50M | 0.0% | N/A | 0.446% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,899 | $430K | 0.0% | -34.0% | 0.128% | |
| 5/6/2025 | Grand Wealth Management LLC | 1,625 | $101K | 0.1% | +74.0% | 0.030% | |
| 5/6/2025 | Kelman Lazarov Inc. | 11,232 | $700K | 0.1% | +4.6% | 0.208% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 15,492 | $966K | 0.0% | -3.7% | 0.287% | |
| 5/6/2025 | Vista Capital Partners Inc. | 19,564 | $1.22M | 0.1% | -8.8% | 0.362% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 7,529 | $463K | 0.0% | N/A | 0.139% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,894 | $368K | 0.1% | +6.8% | 0.109% | |
| 5/1/2025 | Asset Dedication LLC | 776 | $48K | 0.0% | +102.1% | 0.014% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,531 | $906K | 0.0% | +25.8% | 0.269% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 2,331 | $143K | 0.1% | +12.8% | 0.043% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 16,336 | $1.02M | 0.7% | +10.1% | 0.303% | |
| 4/25/2025 | EnRich Financial Partners LLC | 10,792 | $673K | 0.2% | N/A | 0.200% | |
| 4/25/2025 | Trademark Financial Management LLC | 44,197 | $2.76M | 2.1% | -6.6% | 0.818% | |
| 4/23/2025 | Austin Asset Management Co Inc | 6,485 | $404K | 0.1% | N/A | 0.120% | |
| 4/23/2025 | Northland Capital Management LLC | 65,252 | $4.07M | 2.8% | -2.3% | 1.208% | |
| 4/22/2025 | Diversified Portfolios Inc. | 21,825 | $1.36M | 0.1% | -9.1% | 0.404% | |
| 4/18/2025 | Bfsg LLC | 12,045 | $751K | 0.1% | +47.4% | 0.228% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 137,887 | $8.60M | 0.0% | N/A | 2.611% | |
| 4/15/2025 | Vestment Financial LLC | 18,102 | $1.14M | 0.8% | +9.1% | 0.343% | |
| 4/14/2025 | LexAurum Advisors LLC | 11,067 | $690K | 0.1% | +5.5% | 0.210% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 981 | $61K | 0.0% | N/A | 0.019% | |
| 4/8/2025 | Highland Financial Advisors LLC | 101,435 | $6.33M | 2.3% | +1.4% | 1.921% | |
| 2/27/2025 | ABLE Financial Group LLC | 6,398 | $423K | 0.1% | +8.5% | 0.125% | |
| 2/17/2025 | Waverly Advisors LLC | 139,519 | $9.23M | 0.1% | -0.8% | 3.346% | |
| 2/17/2025 | Vestment Financial LLC | 16,591 | $1.10M | 0.8% | N/A | 0.398% | |
| 2/17/2025 | Clarity Asset Management Inc. | 379,408 | $25.09M | 16.3% | -2.4% | 9.099% | |
| 2/17/2025 | Citadel Advisors LLC | 12,227 | $808K | 0.0% | N/A | 0.293% | |
| 2/14/2025 | Oak Wealth Advisors LLC | 8,958 | $592K | 0.5% | N/A | 0.215% | |
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| 2/13/2025 | Mariner LLC | 94,405 | $6.24M | 0.0% | +92.9% | 2.264% | |
| 2/13/2025 | Kelman Lazarov Inc. | 10,741 | $710K | 0.1% | +7.6% | 0.258% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 20,970 | $1.39M | 0.0% | -4.8% | 0.503% | |
| 2/11/2025 | LPL Financial LLC | 14,384 | $951K | 0.0% | -31.8% | 0.345% | |
| 2/10/2025 | Curio Wealth LLC | 2,115 | $140K | 0.1% | N/A | 0.051% | |
| 2/10/2025 | Corient Private Wealth LLC | 162,803 | $10.77M | 0.0% | +1.8% | 3.904% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 117,491 | $7.77M | 0.0% | +0.6% | 2.818% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 2,147 | $142K | 0.1% | N/A | 0.051% | |
| 2/7/2025 | HighTower Advisors LLC | 47,340 | $3.13M | 0.0% | -3.0% | 1.135% | |
| 2/7/2025 | Tortoise Investment Management LLC | 4,730 | $313K | 0.0% | +6.8% | 0.113% | |
| 2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,521 | $365K | 0.1% | +59.0% | 0.132% | |
| 2/7/2025 | Red Lighthouse Investment Management LLC | 2,067 | $137K | 0.1% | -11.7% | 0.050% | |
| 2/5/2025 | Passive Capital Management LLC. | 12,598 | $833K | 0.3% | +8.0% | 0.302% | |
| 2/4/2025 | Wealthstream Advisors Inc. | 34,987 | $2.31M | 0.4% | +41.5% | 0.839% | |
| 2/3/2025 | Trellis Wealth Advisors LLC | 33,572 | $2.22M | 1.1% | -1.1% | 0.805% | |
| 2/3/2025 | Werba Rubin Papier Wealth Management | 3,150 | $208K | 0.0% | N/A | 0.076% | |
| 1/31/2025 | Bfsg LLC | 8,171 | $540K | 0.1% | +41.0% | 0.196% | |
| 1/31/2025 | Truist Financial Corp | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
| 1/30/2025 | Highland Financial Advisors LLC | 100,039 | $6.62M | 2.3% | +4.1% | 2.399% | |
| 1/30/2025 | Trademark Financial Management LLC | 47,339 | $3.13M | 2.5% | +58.7% | 1.135% | |
| 1/29/2025 | PrairieView Partners LLC | 31,781 | $2.10M | 0.2% | -3.5% | 0.762% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 16,087 | $1.06M | 0.0% | -5.9% | 0.386% | |
| 1/22/2025 | Perigon Wealth Management LLC | 4,325 | $291K | 0.0% | +27.6% | 0.104% | |
| 1/22/2025 | Northland Capital Management LLC | 66,766 | $4.42M | 3.3% | -14.9% | 1.601% | |
| 1/21/2025 | LexAurum Advisors LLC | 10,486 | $693K | 0.1% | +4.7% | 0.251% | |
| 11/15/2024 | Clarity Asset Management Inc. | 388,873 | $25.39M | 17.7% | +8.5% | 9.325% | |
| 11/15/2024 | Passive Capital Management LLC. | 11,667 | $762K | 0.3% | -2.6% | 0.280% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 22,019 | $1.44M | 0.0% | -6.1% | 0.528% | |
| 11/15/2024 | HighTower Advisors LLC | 48,818 | $3.19M | 0.0% | -2.7% | 1.171% | |
| 11/6/2024 | Wealthstream Advisors Inc. | 24,725 | $1.62M | 0.3% | +3.3% | 0.593% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 4,692 | $306K | 0.0% | +27.3% | 0.113% | |
| 11/1/2024 | Vista Capital Partners Inc. | 21,451 | $1.40M | 0.2% | -1.0% | 0.514% | |
| 10/31/2024 | Trademark Financial Management LLC | 29,828 | $1.95M | 1.5% | +0.8% | 0.715% | |
| 10/30/2024 | Highland Financial Advisors LLC | 96,131 | $6.28M | 2.2% | +16.6% | 2.305% | |
| 10/25/2024 | Quarry Hill Advisors LLC | 14,899 | $973K | 0.7% | +2.8% | 0.357% | |
| 10/23/2024 | North Ridge Wealth Advisors Inc. | 3,295 | $215K | 0.1% | -8.6% | 0.079% | |
| 10/23/2024 | Northland Capital Management LLC | 78,423 | $5.12M | 2.9% | +10.2% | 1.881% | |
| 10/17/2024 | LexAurum Advisors LLC | 10,013 | $654K | 0.1% | +128.4% | 0.240% | |
| 10/16/2024 | Financial Advisors LLC | 9,600 | $627K | 0.1% | N/A | 0.230% | |
| 10/16/2024 | Bfsg LLC | 5,794 | $378K | 0.0% | +44.2% | 0.139% | |
| 9/25/2024 | Passive Capital Management LLC. | 11,974 | $739K | 0.3% | +6.2% | 0.287% | |
| 8/16/2024 | Clarity Asset Management Inc. | 358,347 | $22.13M | 15.7% | +9.0% | 8.593% | |
| 8/13/2024 | Merriman Wealth Management LLC | 299,481 | $18.49M | 0.8% | +3.4% | 7.182% | |
| 8/5/2024 | Quarry Hill Advisors LLC | 14,497 | $895K | 0.6% | +237.1% | 0.348% | |
| 8/5/2024 | Hill Investment Group Partners LLC | 9,124 | $579K | 0.1% | -38.6% | 0.219% | |
| 8/1/2024 | PrairieView Partners LLC | 30,626 | $1.89M | 0.2% | +63.9% | 0.734% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 113,843 | $7.03M | 0.0% | -1.5% | 2.730% | |
| 7/31/2024 | Trademark Financial Management LLC | 29,599 | $1.83M | 1.5% | -1.4% | 0.710% | |
| 7/29/2024 | Wealthstream Advisors Inc. | 23,925 | $1.48M | 0.5% | +1.4% | 0.574% | |
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| 7/29/2024 | Bfsg LLC | 4,019 | $248K | 0.0% | +209.2% | 0.096% | |
| 7/26/2024 | ABLE Financial Group LLC | 5,866 | $362K | 0.1% | N/A | 0.141% | |
| 7/26/2024 | Sprinkle Financial Consultants LLC | 5,167 | $319K | 0.3% | +56.5% | 0.124% | |
| 7/17/2024 | Highland Financial Advisors LLC | 82,454 | $5.09M | 1.9% | +33.6% | 1.977% | |
| 5/16/2024 | Waverly Advisors LLC | 143,925 | $8.84M | 0.2% | +3.4% | 3.451% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 10,628 | $653K | 0.0% | N/A | 0.255% | |
| 5/8/2024 | Trademark Financial Management LLC | 30,021 | $1.84M | 1.5% | +29.7% | 0.720% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 5,175 | $318K | 0.0% | -14.0% | 0.124% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 115,542 | $7.10M | 0.0% | +2.7% | 2.771% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 3,607 | $222K | 0.2% | N/A | 0.086% | |
