| 6/2/2025 | Modern Wealth Management LLC | 13,581 | $1.26M | 0.0% | +42.6% | 0.016% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 11,888 | $1.10M | 0.5% | N/A | 0.014% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 70,397 | $6.50M | 3.8% | -3.6% | 0.083% | |
| 5/23/2025 | Triune Financial Partners LLC | 33,914 | $3.13M | 1.0% | +0.3% | 0.040% | |
| 5/22/2025 | Mattson Financial Services LLC | 1,157 | $107K | 0.0% | N/A | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,219 | $575K | 0.0% | -47.4% | 0.007% | |
| 5/20/2025 | Focus Partners Wealth | 344,252 | $31.80M | 0.1% | -1.4% | 0.404% | |
| 5/20/2025 | Glenview Trust co | 231,815 | $21.42M | 0.4% | +7.9% | 0.272% | |
| 5/19/2025 | SageView Advisory Group LLC | 30,418 | $2.81M | 0.1% | +0.8% | 0.036% | |
| 5/16/2025 | Kestra Investment Management LLC | 24,613 | $2.27M | 0.1% | +176.1% | 0.029% | |
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| 5/16/2025 | Knightsbridge Asset Management LLC | 22,309 | $2.06M | 0.5% | -56.9% | 0.026% | |
| 5/16/2025 | Plancorp LLC | 528,409 | $48.81M | 1.9% | +1.6% | 0.620% | |
| 5/16/2025 | NewEdge Advisors LLC | 86,142 | $7.96M | 0.0% | +74.3% | 0.101% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 11,134 | $1.03M | 0.0% | +35.5% | 0.013% | |
| 5/16/2025 | Curi RMB Capital LLC | 6,338 | $586K | 0.0% | +6.0% | 0.007% | |
| 5/15/2025 | Family Office Research LLC | 96,989 | $8.96M | 4.4% | +18.6% | 0.114% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 311,309 | $28.76M | 0.4% | +14.5% | 0.365% | |
| 5/15/2025 | Royal Bank of Canada | 163,819 | $15.13M | 0.0% | -2.6% | 0.192% | |
| 5/15/2025 | Betterment LLC | 55,875 | $5.16M | 0.0% | +20.6% | 0.066% | |
| 5/15/2025 | Trace Wealth Advisors LLC | 165,800 | $15.32M | 13.7% | +5.6% | 0.194% | |
| 5/15/2025 | Baird Financial Group Inc. | 9,000 | $831K | 0.0% | +20.5% | 0.011% | |
| 5/15/2025 | Tortoise Investment Management LLC | 319,361 | $29.50M | 3.1% | +6.3% | 0.374% | |
| 5/15/2025 | Clarity Asset Management Inc. | 4,245 | $392K | 0.3% | +96.5% | 0.005% | |
| 5/14/2025 | Ieq Capital LLC | 6,388 | $590K | 0.0% | +35.0% | 0.008% | |
| 5/14/2025 | CreativeOne Wealth LLC | 36,802 | $3.40M | 0.1% | +18.2% | 0.044% | |
| 5/14/2025 | Orion Capital Management LLC | 119,923 | $11.08M | 4.7% | +8.1% | 0.144% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 373,629 | $34.52M | 2.6% | +3.1% | 0.450% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 3,410 | $315K | 0.0% | -82.3% | 0.004% | |
| 5/14/2025 | Full Sail Capital LLC | 667,556 | $61.67M | 4.0% | -3.2% | 0.804% | |
| 5/14/2025 | B&D White Capital Company LLC | 871,830 | $80.54M | 11.6% | +44.1% | 1.050% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 934,461 | $86.33M | 0.1% | -30.9% | 1.126% | |
| 5/14/2025 | JRM Investment Counsel LLC | 306,223 | $28.29M | 9.6% | -17.5% | 0.369% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 151,357 | $13.98M | 1.0% | +3.9% | 0.182% | |
| 5/14/2025 | Kestra Advisory Services LLC | 137,241 | $12.68M | 0.1% | +26.6% | 0.165% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 9,073 | $838K | 0.6% | +254.4% | 0.011% | |
| 5/14/2025 | TFB Advisors LLC | 18,197 | $1.68M | 0.5% | -3.8% | 0.022% | |
| 5/14/2025 | Arista Wealth Management LLC | 3,596 | $332K | 0.1% | +58.4% | 0.004% | |
| 5/14/2025 | Disciplina Capital Management LLC | 401,089 | $37.05M | 5.4% | +90.4% | 0.483% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 22,088 | $2.04M | 0.6% | +80.0% | 0.027% | |
| 5/13/2025 | Raymond James Financial Inc. | 659,528 | $60.93M | 0.0% | +20.9% | 0.795% | |
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| 5/13/2025 | Cresset Asset Management LLC | 747,979 | $69.10M | 0.3% | +22.6% | 0.901% | |
| 5/13/2025 | American Century Companies Inc. | 3,463,839 | $319.99M | 0.2% | +7.2% | 4.173% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 3,018 | $279K | 0.2% | N/A | 0.004% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 1,080,650 | $99.83M | 27.6% | +0.1% | 1.302% | |
| 5/13/2025 | Ariadne Wealth Management LP | 65,644 | $6.09M | 3.2% | -1.7% | 0.079% | |
| 5/13/2025 | Annandale Capital LLC | 95,051 | $8.78M | 0.6% | +0.1% | 0.115% | |
| 5/13/2025 | HighTower Advisors LLC | 1,598,390 | $147.66M | 0.2% | -1.1% | 1.926% | |
| 5/13/2025 | Trajan Wealth LLC | 157,232 | $14.53M | 0.8% | +1.8% | 0.189% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 51,712 | $4.78M | 0.0% | -0.4% | 0.062% | |
| 5/12/2025 | Linscomb Wealth Inc. | 2,239 | $207K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 266,415 | $24.61M | 19.2% | +12.4% | 0.321% | |
| 5/12/2025 | Townsquare Capital LLC | 71,574 | $6.61M | 0.1% | +34.0% | 0.086% | |
| 5/12/2025 | Truepoint Inc. | 27,378 | $2.53M | 0.1% | +53.2% | 0.033% | |
| 5/12/2025 | Savvy Advisors Inc. | 4,886 | $451K | 0.0% | +55.6% | 0.006% | |
| 5/9/2025 | Keb Asset Management LLC | 24,579 | $2.27M | 0.6% | N/A | 0.030% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 215,682 | $19.83M | 0.7% | +5.3% | 0.260% | |
| 5/9/2025 | Geometric Wealth Advisors | 250,323 | $23.13M | 4.0% | +386.5% | 0.302% | |
| 5/9/2025 | McMill Wealth Management | 4,819 | $445K | 0.2% | N/A | 0.006% | |
| 5/9/2025 | BCR Wealth Strategies LLC | 648,829 | $59.94M | 26.3% | +0.5% | 0.782% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 24,173 | $2.23M | 0.5% | +18.4% | 0.029% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,076,711 | $99.47M | 0.1% | +151.9% | 1.297% | |
| 5/9/2025 | Haven Private LLC | 2,301 | $213K | 0.1% | N/A | 0.003% | |
| 5/9/2025 | L & S Advisors Inc | 39,893 | $3.69M | 0.5% | -9.3% | 0.048% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 19,567 | $1.81M | 0.0% | +415.1% | 0.024% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 73,997 | $6.84M | 3.7% | +7.3% | 0.089% | |
| 5/8/2025 | Certified Advisory Corp | 26,760 | $2.47M | 0.3% | -4.5% | 0.032% | |
| 5/8/2025 | Tillman Hartley LLC | 21,862 | $2.02M | 0.6% | -6.6% | 0.026% | |
| 5/8/2025 | RVW Wealth LLC | 892,262 | $82.43M | 7.8% | -14.0% | 1.075% | |
| 5/8/2025 | Modera Wealth Management LLC | 872,492 | $80.60M | 1.1% | +5.1% | 1.051% | |
| 5/8/2025 | Squire Investment Management Company LLC | 5,603 | $518K | 0.2% | -11.4% | 0.007% | |
| 5/8/2025 | Meredith Wealth Planning | 67,178 | $6.21M | 2.7% | -0.2% | 0.081% | |
| 5/8/2025 | Cozad Asset Management Inc. | 15,787 | $1.46M | 0.1% | +5.1% | 0.019% | |
| 5/7/2025 | Fielder Capital Group LLC | 48,152 | $4.45M | 1.3% | -2.2% | 0.058% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 127,480 | $11.78M | 0.2% | +2.4% | 0.154% | |
| 5/7/2025 | AWM Capital LLC | 416,254 | $38.45M | 4.5% | -1.2% | 0.501% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 621,795 | $57.44M | 12.5% | +1.3% | 0.749% | |
| 5/7/2025 | Facet Wealth Inc. | 29,171 | $2.69M | 0.1% | -8.5% | 0.035% | |
| 5/7/2025 | LPL Financial LLC | 2,149,684 | $198.59M | 0.1% | +51.1% | 2.590% | |
| 5/7/2025 | Baron Silver Stevens Financial Advisors LLC | 4,229 | $391K | 0.1% | N/A | 0.005% | |
| 5/7/2025 | HB Wealth Management LLC | 1,174,242 | $108.48M | 0.9% | +2,108.4% | 1.415% | |
| 5/7/2025 | Angeles Wealth Management LLC | 7,271 | $672K | 0.1% | -37.3% | 0.009% | |
| 5/7/2025 | Prospect Financial Group LLC | 9,974 | $921K | 1.2% | -6.4% | 0.012% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 402,926 | $37.22M | 5.1% | N/A | 0.485% | |
| 5/7/2025 | Trilogy Capital Inc. | 2,315 | $214K | 0.0% | -13.5% | 0.003% | |
| 5/6/2025 | Assetmark Inc. | 268 | $25K | 0.0% | N/A | 0.000% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 10,702 | $988K | 0.3% | -5.9% | 0.013% | |
| 5/6/2025 | Cetera Investment Advisers | 36,592 | $3.38M | 0.0% | -20.1% | 0.044% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 91,882 | $8.49M | 0.1% | +0.6% | 0.111% | |
| 5/6/2025 | Grand Wealth Management LLC | 128,671 | $11.89M | 6.5% | +55.3% | 0.155% | |
| 5/6/2025 | Morling Financial Advisors LLC | 54,078 | $5.00M | 1.7% | -1.7% | 0.065% | |
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| 5/6/2025 | AE Wealth Management LLC | 1,643 | $152K | 0.0% | +9.8% | 0.002% | |
| 5/6/2025 | Abel Hall LLC | 2,284 | $211K | 0.1% | N/A | 0.003% | |
| 5/6/2025 | Summit Wealth Partners LLC | 96,696 | $8.93M | 1.8% | +2.9% | 0.116% | |
| 5/6/2025 | WESPAC Advisors SoCal LLC | 4,114 | $380K | 0.1% | -19.0% | 0.005% | |
| 5/6/2025 | WorthPointe LLC | 259,978 | $24.02M | 10.7% | -1.1% | 0.313% | |
| 5/6/2025 | Physician Wealth Solutions Inc. | 30,767 | $2.84M | 1.4% | +4.7% | 0.037% | |
| 5/6/2025 | WMG Financial Advisors LLC | 488,965 | $45.17M | 19.2% | +5.4% | 0.589% | |
| 5/6/2025 | Integrity Investment Advisors LLC | 61,724 | $5.70M | 5.2% | N/A | 0.074% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 166,165 | $15.36M | 12.3% | -0.6% | 0.200% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 9,958 | $920K | 0.1% | +233.2% | 0.012% | |
