| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 5/9/2025 | Wealthspire Advisors LLC | 49,770 | $3.05M | 0.0% | +20.9% | 0.199% | |
| 5/8/2025 | Altiora Financial Group LLC | 173,675 | $10.65M | 2.3% | +6.9% | 0.695% | |
| 5/8/2025 | Goodman Financial Corp | 23,600 | $1.45M | 0.3% | -12.8% | 0.094% | |
| 5/8/2025 | Modera Wealth Management LLC | 25,307 | $1.55M | 0.0% | +11.1% | 0.101% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 22,611 | $1.39M | 0.0% | +34.7% | 0.091% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 287,417 | $17.63M | 0.5% | +3.7% | 1.151% | |
| 5/7/2025 | Your Advocates Ltd. LLP | 979,248 | $60.06M | 23.0% | +1.9% | 3.920% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 9,804 | $601K | 0.1% | N/A | 0.039% | |
| 5/7/2025 | LPL Financial LLC | 24,108 | $1.48M | 0.0% | +87.1% | 0.097% | |
| 5/7/2025 | HB Wealth Management LLC | 81,911 | $5.02M | 0.0% | N/A | 0.328% | |
| 5/6/2025 | Assetmark Inc. | 565 | $35K | 0.0% | +131.6% | 0.002% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 37,812 | $2.32M | 0.8% | N/A | 0.151% | |
| 5/6/2025 | WorthPointe LLC | 3,456 | $212K | 0.1% | N/A | 0.014% | |
| 5/5/2025 | Millstone Evans Group LLC | 34,911 | $2.14M | 1.5% | +3.9% | 0.140% | |
| 5/5/2025 | IFP Advisors Inc | 21,066 | $1.29M | 0.0% | +4.1% | 0.084% | |
| 5/5/2025 | Aspen Capital Management LLC | 98,935 | $6.07M | 1.9% | N/A | 0.396% | |
| 5/5/2025 | Keyes Stange & Wooten Wealth Management LLC | 326,955 | $20.05M | 11.4% | +17.1% | 1.309% | |
| 5/5/2025 | STAR Financial Bank | 17,194 | $1.06M | 0.8% | +67.8% | 0.069% | |
| 5/5/2025 | Private Advisor Group LLC | 460,466 | $28.24M | 0.2% | +110.9% | 1.843% | |
| 5/5/2025 | Riverchase Wealth Management LLC | 238,654 | $14.64M | 10.2% | +35.6% | 0.955% | |
| 5/2/2025 | Hardy Reed LLC | 242,461 | $14.87M | 1.3% | +29.8% | 0.971% | |
| 5/2/2025 | Concord Wealth Partners | 1,528 | $94K | 0.0% | +28.9% | 0.006% | |
| 5/2/2025 | DecisionPoint Financial LLC | 22,044 | $1.35M | 0.4% | +973.2% | 0.088% | |
| 5/2/2025 | BIP Wealth LLC | 38,451 | $2.36M | 0.2% | +37.9% | 0.154% | |
| 5/2/2025 | SageOak Financial LLC | 228,322 | $14.00M | 12.4% | +12.8% | 0.914% | |
| 5/1/2025 | Gould Asset Management LLC CA | 19,071 | $1.17M | 0.2% | +22.0% | 0.076% | |
| 5/1/2025 | LRI Investments LLC | 125,771 | $7.71M | 0.7% | +630.8% | 0.503% | |
| 5/1/2025 | Woodside Wealth Management LLC | 3,039 | $186K | 0.2% | N/A | 0.012% | |
| 4/30/2025 | Cerity Partners LLC | 103,724 | $6.36M | 0.0% | +0.4% | 0.450% | |
| 4/30/2025 | Phillips Financial Management LLC | 4,871 | $299K | 0.0% | +10.3% | 0.021% | |
| 4/30/2025 | Allworth Financial LP | 65,598 | $3.92M | 0.0% | +1,495.7% | 0.285% | |
| 4/30/2025 | Stratos Investment Management LLC | 49,636 | $3.04M | 0.2% | +33.1% | 0.216% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 109,082 | $6.69M | 0.0% | +16.9% | 0.474% | |
| 4/29/2025 | Cloud Capital Management LLC | 74,710 | $4.58M | 3.3% | N/A | 0.324% | |
| 4/29/2025 | SwitchPoint Financial Planning LLC | 24,402 | $1.50M | 1.4% | N/A | 0.106% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 89,840 | $5.51M | 0.5% | -5.1% | 0.390% | |
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| 4/29/2025 | OneDigital Investment Advisors LLC | 304,846 | $18.70M | 0.2% | +20.9% | 1.324% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 12,613 | $769K | 0.1% | +1.5% | 0.055% | |
| 4/28/2025 | BCO Wealth Management LLC | 345,213 | $21.17M | 16.6% | +12.2% | 1.499% | |
| 4/28/2025 | Rossby Financial LCC | 625 | $37K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | Sageworth Trust Co | 240,948 | $14.78M | 0.9% | +25.7% | 1.046% | |
| 4/28/2025 | Sageworth Trust Co of South Dakota | 71,173 | $4.37M | 5.2% | +7.6% | 0.309% | |
| 4/25/2025 | Yardley Wealth Management LLC | 5,845 | $358K | 0.2% | N/A | 0.025% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 204,133 | $12.52M | 6.9% | +0.8% | 0.886% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 3,368 | $207K | 0.2% | N/A | 0.015% | |
| 4/23/2025 | Onyx Financial Advisors LLC | 10,237 | $628K | 0.3% | +72.1% | 0.044% | |
