| 8/8/2025 | Advyzon Investment Management LLC | 4,008 | $268K | 0.1% | N/A | 0.015% | |
| 8/7/2025 | Allworth Financial LP | 66,336 | $4.44M | 0.0% | +1.1% | 0.240% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 60,869 | $4.07M | 1.6% | N/A | 0.220% | |
| 8/6/2025 | Prospera Financial Services Inc | 14,947 | $999K | 0.0% | N/A | 0.054% | |
| 8/6/2025 | Modera Wealth Management LLC | 34,011 | $2.27M | 0.0% | +34.4% | 0.123% | |
| 8/6/2025 | Cloud Capital Management LLC | 71,684 | $4.89M | 3.0% | -4.1% | 0.259% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 203,353 | $13.65M | 6.3% | -0.4% | 0.736% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 853,734 | $57.07M | 5.3% | +3.8% | 3.090% | |
| 8/5/2025 | Gould Asset Management LLC CA | 22,782 | $1.52M | 0.3% | +19.5% | 0.082% | |
| 8/4/2025 | Hutchinson Capital Management CA | 4,180 | $279K | 0.1% | N/A | 0.015% | |
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| 8/1/2025 | Ashton Thomas Private Wealth LLC | 29,396 | $1.97M | 0.1% | +203.1% | 0.106% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 117,732 | $7.87M | 0.0% | +7.9% | 0.426% | |
| 7/31/2025 | Brighton Jones LLC | 644,970 | $43.12M | 1.2% | +19.7% | 2.335% | |
| 7/31/2025 | BIP Wealth LLC | 43,216 | $2.89M | 0.2% | +12.4% | 0.156% | |
| 7/31/2025 | Aspen Capital Management LLC | 84,133 | $5.62M | 1.6% | -15.0% | 0.305% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 20,427 | $1.37M | 0.5% | +4.2% | 0.074% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 15,554 | $1.04M | 0.4% | +23.5% | 0.056% | |
| 7/30/2025 | Freedom Investment Management Inc. | 15,112 | $1.01M | 0.1% | +1.8% | 0.055% | |
| 7/30/2025 | Phillips Financial Management LLC | 5,440 | $364K | 0.0% | +11.7% | 0.020% | |
| 7/30/2025 | Divergent Planning LLC | 4,192 | $280K | 0.1% | N/A | 0.015% | |
| 7/29/2025 | Financial Symmetry Inc | 3,061 | $205K | 0.1% | N/A | 0.011% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 6,748 | $451K | 0.1% | -5.0% | 0.024% | |
| 7/29/2025 | Stratos Investment Management LLC | 351,460 | $23.50M | 1.1% | +608.1% | 1.272% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 17,589 | $1.18M | 0.2% | +79.4% | 0.064% | |
| 7/28/2025 | RCS Financial Planning LLC | 10,104 | $675K | 0.3% | -1.4% | 0.037% | |
| 7/28/2025 | RFG Advisory LLC | 3,058 | $204K | 0.0% | -79.3% | 0.011% | |
| 7/25/2025 | Concord Wealth Partners | 2,030 | $136K | 0.0% | +32.9% | 0.007% | |
| 7/25/2025 | LRI Investments LLC | 407,930 | $27.27M | 2.1% | +224.3% | 1.477% | |
| 7/25/2025 | CWM LLC | 10,590 | $708K | 0.0% | +133.2% | 0.038% | |
| 7/25/2025 | Investment Advisory Group LLC | 43,982 | $2.94M | 0.9% | +24.7% | 0.159% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 4,233 | $287K | 0.1% | -14.7% | 0.015% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 69,131 | $4.62M | 0.3% | +4.0% | 0.250% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 235,501 | $15.74M | 10.0% | -1.3% | 0.852% | |
| 7/24/2025 | Vantage Point Financial LLC | 289,099 | $19.33M | 8.5% | +2.0% | 1.047% | |
| 7/24/2025 | IFP Advisors Inc | 22,264 | $1.49M | 0.0% | +5.7% | 0.081% | |
| 7/24/2025 | Grand Wealth Management LLC | 26,772 | $1.79M | 0.9% | N/A | 0.097% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 13,428 | $898K | 0.5% | +51.9% | 0.049% | |
| 7/23/2025 | Morton Capital Management LLC CA | 101,954 | $6.82M | 1.2% | +43.0% | 0.369% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 34,445 | $2.30M | 0.1% | +87.0% | 0.125% | |
| 7/23/2025 | Hardy Reed LLC | 282,278 | $18.87M | 1.5% | +16.4% | 1.022% | |
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| 7/22/2025 | Yardley Wealth Management LLC | 6,788 | $454K | 0.2% | +16.1% | 0.025% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 37,979 | $2.54M | 0.9% | +0.4% | 0.137% | |
| 7/21/2025 | Onyx Financial Advisors LLC | 21,266 | $1.42M | 0.7% | +107.7% | 0.077% | |
| 7/21/2025 | Triad Wealth Partners LLC | 8,924 | $597K | 0.1% | N/A | 0.032% | |
| 7/21/2025 | Sageworth Trust Co of South Dakota | 72,147 | $4.82M | 5.2% | +1.4% | 0.261% | |
| 7/21/2025 | Sageworth Trust Co | 296,687 | $19.83M | 1.1% | +23.1% | 1.074% | |
| 7/18/2025 | Pure Financial Advisors LLC | 2,107,446 | $140.88M | 2.5% | +3.7% | 7.629% | |
| 7/18/2025 | BCO Wealth Management LLC | 358,149 | $23.94M | 17.1% | +3.7% | 1.296% | |
| 7/18/2025 | Truist Financial Corp | 45,442 | $3.04M | 0.0% | -1.9% | 0.164% | |
| 7/18/2025 | FMB Wealth Management | 43,097 | $2.88M | 1.4% | +1.2% | 0.157% | |
| 7/17/2025 | HB Wealth Management LLC | 62,609 | $4.19M | 0.0% | -23.6% | 0.227% | |
| 7/17/2025 | Elser Financial Planning Inc | 104,227 | $7.01M | 0.4% | N/A | 0.379% | |
| 7/17/2025 | Archford Capital Strategies LLC | 104,799 | $7.01M | 0.9% | +2.8% | 0.381% | |
| 7/17/2025 | Heritage Investment Group Inc. | 134,163 | $8.97M | 1.5% | +614.9% | 0.487% | |
| 7/17/2025 | Mustard Seed Financial LLC | 3,239 | $217K | 0.2% | N/A | 0.012% | |
| 7/17/2025 | XY Planning Network Inc. | 13,178 | $881K | 0.3% | +86.2% | 0.048% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 327,338 | $21.88M | 3.7% | +88.9% | 1.189% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 6,339 | $424K | 0.3% | N/A | 0.023% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 63,037 | $4.21M | 0.3% | N/A | 0.229% | |
| 7/16/2025 | Perigon Wealth Management LLC | 7,805 | $522K | 0.0% | -73.9% | 0.028% | |
| 7/16/2025 | Plancorp LLC | 86,025 | $5.75M | 0.2% | N/A | 0.313% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 374,113 | $25.36M | 7.3% | +5.6% | 1.359% | |
| 7/15/2025 | Evanson Asset Management LLC | 9,827 | $657K | 0.0% | +34.7% | 0.036% | |
| 7/15/2025 | Maseco LLP | 7,029 | $470K | 0.0% | N/A | 0.026% | |
| 7/14/2025 | Financial Harvest LLC | 3,777 | $252K | 0.2% | N/A | 0.014% | |
| 7/14/2025 | KFG Wealth Management LLC | 303,016 | $20.26M | 3.3% | +3.0% | 1.103% | |
| 7/14/2025 | ABLE Financial Group LLC | 109,007 | $7.29M | 1.8% | N/A | 0.397% | |
| 7/14/2025 | Park Avenue Securities LLC | 46,082 | $3.08M | 0.0% | N/A | 0.168% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 239,017 | $15.98M | 2.2% | -11.5% | 0.875% | |
| 7/11/2025 | Colorado Capital Management Inc. | 4,602 | $308K | 0.1% | +29.6% | 0.017% | |
| 7/11/2025 | Scratch Capital LLC | 11,529 | $771K | 0.6% | N/A | 0.042% | |
| 7/11/2025 | Farther Finance Advisors LLC | 79,870 | $5.34M | 0.1% | +1.5% | 0.292% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 12,135 | $811K | 0.1% | -3.8% | 0.044% | |
| 7/11/2025 | Andrews Lucia Wealth Management LLC | 6,647 | $444K | 0.3% | N/A | 0.024% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 227,308 | $15.20M | 3.7% | +217.7% | 0.832% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 35,009 | $2.38M | 1.1% | N/A | 0.128% | |
| 7/9/2025 | StrongBox Wealth LLC | 4,192 | $280K | 0.1% | -19.6% | 0.015% | |
| 7/9/2025 | GEM Asset Management LLC | 4,462 | $301K | 0.2% | N/A | 0.016% | |
| 7/8/2025 | Apella Capital LLC | 21,844 | $1.47M | 0.0% | N/A | 0.080% | |
| 7/2/2025 | Doliver Advisors LP | 3,020 | $202K | 0.1% | -29.3% | 0.011% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 286,987 | $17.60M | 0.6% | +3.6% | 1.149% | |
| 5/19/2025 | Jane Street Group LLC | 50,164 | $3.08M | 0.0% | N/A | 0.201% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 9,700 | $595K | 0.0% | +9.9% | 0.039% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 260,561 | $15.98M | 0.2% | +10.5% | 1.043% | |
| 5/16/2025 | Copperleaf Capital LLC | 65,803 | $4.04M | 2.4% | +2.0% | 0.263% | |
| 5/15/2025 | Betterment LLC | 275,476 | $16.90M | 0.0% | +7.6% | 1.103% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,494 | $828K | 0.0% | N/A | 0.054% | |
| 5/14/2025 | Note Advisors LLC | 5,926 | $363K | 0.3% | +15.2% | 0.024% | |
| 5/14/2025 | CreativeOne Wealth LLC | 39,360 | $2.41M | 0.1% | +40.2% | 0.158% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 113,301 | $6.91M | 0.7% | +1.1% | 0.454% | |
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| 5/14/2025 | Sax Wealth Advisors LLC | 18,418 | $1.13M | 0.1% | +51.9% | 0.074% | |
| 5/14/2025 | CWS Financial Advisors LLC | 6,258 | $384K | 0.1% | +51.2% | 0.025% | |
| 5/13/2025 | American Investment Services Inc. | 13,560 | $832K | 0.1% | N/A | 0.054% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 139,625 | $8.56M | 0.5% | +13.1% | 0.559% | |
| 5/13/2025 | Annandale Capital LLC | 323,052 | $19.81M | 1.2% | +21.3% | 1.293% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 15,408 | $945K | 0.0% | -4.0% | 0.062% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 822,152 | $50.61M | 4.0% | +9.9% | 3.291% | |
| 5/12/2025 | Townsquare Capital LLC | 52,023 | $3.19M | 0.0% | +18.6% | 0.208% | |
| 5/12/2025 | Truepoint Inc. | 51,638 | $3.17M | 0.1% | +20.9% | 0.207% | |
| 5/9/2025 | Hemington Wealth Management | 15,526 | $952K | 0.1% | -3.8% | 0.062% | |
