| 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% | |
| 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% | |
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| 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% | |
| 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% | |
| 4/23/2025 | Pure Financial Advisors LLC | 2,032,839 | $124.67M | 2.6% | -3.9% | 8.827% | |
| 4/23/2025 | Perigon Wealth Management LLC | 29,945 | $1.84M | 0.0% | N/A | 0.130% | |
| 4/23/2025 | Archford Capital Strategies LLC | 101,944 | $6.25M | 0.9% | +134.5% | 0.443% | |
| 4/23/2025 | Keystone Financial Services | 3,578 | $219K | 0.1% | N/A | 0.016% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 173,261 | $10.63M | 2.1% | +33.0% | 0.752% | |
| 4/23/2025 | Vantage Point Financial LLC | 283,295 | $17.37M | 8.8% | +7.6% | 1.230% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 193,260 | $11.85M | 0.0% | +217.6% | 0.839% | |
| 4/22/2025 | XY Planning Network Inc. | 7,078 | $434K | 0.3% | N/A | 0.031% | |
| 4/22/2025 | Evanson Asset Management LLC | 7,295 | $447K | 0.0% | +23.6% | 0.032% | |
| 4/21/2025 | Avior Wealth Management LLC | 3,434 | $211K | 0.0% | +23.7% | 0.015% | |
| 4/18/2025 | Colorado Capital Management Inc. | 3,552 | $218K | 0.1% | N/A | 0.015% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 66,475 | $4.08M | 0.3% | +4.1% | 0.289% | |
| 4/17/2025 | Morton Capital Management LLC CA | 71,312 | $4.37M | 0.8% | +24.7% | 0.310% | |
| 4/17/2025 | Brighton Jones LLC | 538,674 | $33.04M | 1.1% | +54.0% | 2.339% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,265 | $323K | 0.0% | -19.0% | 0.023% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 71,553 | $4.39M | 1.4% | +9.7% | 0.311% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 8,841 | $542K | 0.3% | +4.2% | 0.038% | |
| 4/15/2025 | FMB Wealth Management | 42,578 | $2.61M | 1.4% | +3.8% | 0.185% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,878 | $115K | 0.0% | +30.2% | 0.008% | |
| 4/15/2025 | Michael A. Dubis Financial Planning LLC | 21,585 | $1.32M | 1.3% | +6.1% | 0.094% | |
| 4/14/2025 | Investment Advisory Group LLC | 35,276 | $2.16M | 0.7% | +8.0% | 0.153% | |
| 4/14/2025 | Farther Finance Advisors LLC | 78,711 | $4.85M | 0.1% | +32.2% | 0.342% | |
| 4/11/2025 | KFG Wealth Management LLC | 294,238 | $18.05M | 3.3% | +1.5% | 1.278% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 13,416 | $823K | 0.4% | +58.2% | 0.058% | |
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| 4/9/2025 | RFG Advisory LLC | 14,785 | $907K | 0.0% | -42.1% | 0.064% | |
| 4/9/2025 | Merit Financial Group LLC | 10,226 | $627K | 0.0% | +62.6% | 0.044% | |
| 4/9/2025 | Quantum Financial Advisors LLC | 269,948 | $16.56M | 2.5% | N/A | 1.221% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,498 | $417K | 0.0% | N/A | 0.031% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 1,724,121 | $110.62M | 2.5% | N/A | 21.026% | |
| 2/20/2025 | Drucker Wealth 3.0 LLC | 4,063 | $261K | 0.1% | +17.0% | 0.050% | |
| 2/18/2025 | Monograph Wealth Advisors LLC | 461,344 | $29.60M | 3.9% | +0.3% | 5.626% | |
| 2/18/2025 | Note Advisors LLC | 5,143 | $330K | 0.3% | N/A | 0.063% | |
| 2/17/2025 | Citadel Advisors LLC | 10,162 | $652K | 0.0% | N/A | 0.124% | |
| 2/17/2025 | BIP Wealth LLC | 27,878 | $1.79M | 0.1% | +65.2% | 0.340% | |
