| 8/7/2025 | Alpha Financial Advisors LLC | 51,705 | $1.45M | 0.6% | -9.9% | 0.544% | |
| 8/6/2025 | AE Wealth Management LLC | 2,176 | $61K | 0.0% | N/A | 0.023% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 449,820 | $12.60M | 0.2% | +107.2% | 4.735% | |
| 8/6/2025 | Savant Capital LLC | 68,211 | $1.91M | 0.0% | -14.8% | 0.718% | |
| 8/5/2025 | Arrowroot Family Office LLC | 8,579 | $240K | 0.1% | N/A | 0.090% | |
| 8/1/2025 | Austin Private Wealth LLC | 14,178 | $397K | 0.0% | +14.9% | 0.149% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 139,655 | $3.91M | 0.0% | +6.1% | 1.470% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 14,634 | $410K | 0.2% | -16.9% | 0.154% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 11,272 | $316K | 0.0% | +7.3% | 0.119% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 49,520 | $1.39M | 0.6% | +20.6% | 0.521% | |
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| 7/29/2025 | Unison Advisors LLC | 1,271,042 | $35.59M | 4.0% | +0.6% | 13.379% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 136,103 | $3.94M | 0.1% | +1.1% | 1.433% | |
| 7/29/2025 | Schubert & Co | 29,144 | $816K | 0.6% | -32.5% | 0.307% | |
| 7/28/2025 | RCS Financial Planning LLC | 13,995 | $392K | 0.2% | -27.0% | 0.147% | |
| 7/28/2025 | RFG Advisory LLC | 287,928 | $8.06M | 0.2% | -1.5% | 3.031% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 78,388 | $2.20M | 0.0% | -9.8% | 0.825% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 86,939 | $2.43M | 1.3% | +1.6% | 0.915% | |
| 7/23/2025 | Abel Hall LLC | 57,886 | $1.62M | 0.7% | -0.8% | 0.609% | |
| 7/22/2025 | Sutton Place Investors LLC | 19,853 | $556K | 0.3% | +36.1% | 0.209% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 23,989 | $672K | 0.0% | +17.5% | 0.253% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 13,387 | $375K | 0.2% | -4.1% | 0.141% | |
| 7/21/2025 | Yeomans Consulting Group Inc. | 56,467 | $1.58M | 0.7% | +5.8% | 0.594% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 235,741 | $6.60M | 0.8% | +3.4% | 2.481% | |
| 7/17/2025 | Applied Capital LLC | 57,800 | $1.62M | 0.7% | -16.9% | 0.608% | |
| 7/16/2025 | Meredith Wealth Planning | 95,802 | $2.68M | 1.0% | +8.3% | 1.008% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 11,273 | $316K | 0.1% | +20.8% | 0.119% | |
| 7/14/2025 | Park Avenue Securities LLC | 68,955 | $1.93M | 0.0% | +76.6% | 0.726% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 162,462 | $4.55M | 2.2% | +5.5% | 1.710% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 16,059 | $405K | 0.0% | N/A | 0.169% | |
| 5/20/2025 | Integrity Alliance LLC. | 103,921 | $2.62M | 0.1% | N/A | 1.130% | |
| 5/19/2025 | Jane Street Group LLC | 91,185 | $2.30M | 0.0% | -27.0% | 0.991% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 16,059 | $405K | 0.0% | N/A | 0.180% | |
| 5/16/2025 | NewEdge Advisors LLC | 162,530 | $4.10M | 0.0% | -5.9% | 1.826% | |
| 5/15/2025 | Betterment LLC | 55,998 | $1.41M | 0.0% | +16.5% | 0.629% | |
| 5/15/2025 | Tortoise Investment Management LLC | 43,667 | $1.10M | 0.1% | +22.9% | 0.491% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 167,583 | $4.23M | 0.6% | -28.5% | 1.883% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 11,053 | $279K | 0.0% | -10.5% | 0.124% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,301 | $815K | 0.0% | +1.3% | 0.363% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 217,061 | $5.47M | 0.1% | +11.8% | 2.439% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 134,577 | $3.47M | 0.1% | +3.1% | 1.512% | |
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| 5/9/2025 | Pinney & Scofield Inc. | 15,731 | $397K | 0.3% | +35.5% | 0.177% | |
| 5/8/2025 | Meredith Wealth Planning | 88,448 | $2.23M | 1.0% | +2.2% | 0.994% | |
| 5/7/2025 | Schubert & Co | 43,155 | $1.09M | 0.7% | +17.8% | 0.485% | |
| 5/6/2025 | Unison Advisors LLC | 1,263,347 | $31.86M | 4.1% | +4.0% | 14.195% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 9,335 | $235K | 0.1% | +351.2% | 0.105% | |
| 5/6/2025 | Abel Hall LLC | 58,366 | $1.47M | 0.9% | +7.0% | 0.656% | |
| 5/5/2025 | Yeomans Consulting Group Inc. | 53,382 | $1.35M | 0.5% | +5.6% | 0.600% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 153,992 | $3.88M | 2.0% | -1.5% | 1.730% | |
| 5/1/2025 | United Wealth Management LLC | 157,607 | $3.98M | 1.2% | +21.5% | 1.771% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 9,784 | $247K | 0.1% | +6.3% | 0.110% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 131,623 | $3.32M | 0.0% | +4.1% | 1.479% | |
| 4/29/2025 | von Borstel & Associates Inc. | 260,490 | $6.57M | 2.0% | +29.9% | 2.927% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,926 | $149K | 0.0% | +103.7% | 0.067% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 41,062 | $1.04M | 0.6% | +6.3% | 0.461% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 40,417 | $1.02M | 0.0% | +65.0% | 0.454% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 227,993 | $5.75M | 0.7% | +1.1% | 2.562% | |
| 4/25/2025 | Sollinda Capital Management LLC | 10,977 | $277K | 0.1% | N/A | 0.123% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 86,922 | $2.19M | 0.0% | -5.8% | 0.977% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 57,368 | $1.45M | 0.6% | -2.6% | 0.645% | |
| 4/22/2025 | Applied Capital LLC | 69,558 | $1.75M | 0.9% | +1.3% | 0.782% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 85,563 | $2.16M | 1.4% | +6.0% | 0.961% | |
| 4/15/2025 | Two West Capital Advisors LLC | 19,203 | $464K | 0.4% | +8.5% | 0.216% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 20,412 | $515K | 0.0% | +13.9% | 0.229% | |
| 4/14/2025 | Park Avenue Securities LLC | 39,048 | $985K | 0.0% | +121.5% | 0.439% | |
| 4/9/2025 | RFG Advisory LLC | 292,263 | $7.37M | 0.2% | +25.7% | 3.284% | |
| 3/14/2025 | Tableaux LLC | 39,575 | $979K | 0.8% | N/A | 0.455% | |
| 2/19/2025 | Pinney & Scofield Inc. | 11,613 | $287K | 0.2% | N/A | 0.159% | |
| 2/17/2025 | Vestment Financial LLC | 10,467 | $259K | 0.2% | N/A | 0.143% | |
| 2/17/2025 | Quadcap Wealth Management LLC | 234,423 | $5.80M | 0.9% | -3.7% | 3.211% | |
| 2/17/2025 | Bank of America Corp DE | 52,693 | $1.30M | 0.0% | +20.9% | 0.722% | |
| 2/14/2025 | Jane Street Group LLC | 124,930 | $3.09M | 0.0% | +69.1% | 1.711% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 479,412 | $11.86M | 0.1% | +0.1% | 6.567% | |
| 2/14/2025 | Betterment LLC | 48,062 | $1.19M | 0.0% | +28.7% | 0.658% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 31,306 | $775K | 0.0% | +9.0% | 0.429% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 24,488 | $606K | 0.0% | -6.7% | 0.335% | |
| 2/14/2025 | GeoWealth Management LLC | 7,388 | $183K | 0.0% | +52.8% | 0.101% | |
| 2/13/2025 | NewEdge Advisors LLC | 172,695 | $4.27M | 0.0% | -6.1% | 2.366% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 17,616 | $436K | 0.1% | -6.7% | 0.241% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 126,420 | $3.13M | 0.0% | +7.5% | 1.732% | |
| 2/12/2025 | Unison Advisors LLC | 1,214,426 | $30.05M | 3.6% | -1.3% | 16.636% | |
| 2/12/2025 | OLD Mission Capital LLC | 54,516 | $1.35M | 0.0% | N/A | 0.747% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 2,751 | $68K | 0.0% | N/A | 0.038% | |
| 2/12/2025 | JPMorgan Chase & Co. | 53,430 | $1.32M | 0.0% | +6.8% | 0.732% | |
| 2/11/2025 | LPL Financial LLC | 12,732 | $315K | 0.0% | +12.9% | 0.174% | |
| 2/11/2025 | von Borstel & Associates Inc. | 200,467 | $4.96M | 1.9% | +58.4% | 2.746% | |
| 2/11/2025 | Millstone Evans Group LLC | 1,771 | $44K | 0.0% | N/A | 0.024% | |
| 2/10/2025 | United Wealth Management LLC | 129,678 | $3.21M | 1.1% | N/A | 1.776% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 117,497 | $2.91M | 0.0% | +0.5% | 1.610% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 92,296 | $2.28M | 0.0% | +4.0% | 1.264% | |
| 2/7/2025 | HighTower Advisors LLC | 30,428 | $753K | 0.0% | +117.0% | 0.417% | |
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| 2/7/2025 | Tortoise Investment Management LLC | 35,517 | $879K | 0.1% | -1.9% | 0.487% | |
| 2/7/2025 | Altiora Financial Group LLC | 19,468 | $482K | 0.1% | -23.6% | 0.267% | |
| 2/7/2025 | Retirement Solution LLC | 219,158 | $5.42M | 1.4% | -0.6% | 3.002% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 194,236 | $4.81M | 0.2% | +12.0% | 2.661% | |
| 2/5/2025 | Mills Wealth Advisors LLC | 38,630 | $956K | 0.5% | -6.2% | 0.529% | |
| 2/4/2025 | Daner Wealth Management LLC | 12,616 | $319K | 0.2% | N/A | 0.173% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 9,203 | $228K | 0.1% | N/A | 0.126% | |
| 2/4/2025 | Wealthspire Advisors LLC | 118,805 | $2.94M | 0.0% | -50.4% | 1.627% | |
| 1/31/2025 | Truist Financial Corp | 11,688 | $289K | 0.0% | -21.0% | 0.160% | |
| 1/31/2025 | Meredith Wealth Planning | 86,519 | $2.14M | 1.0% | +15.7% | 1.185% | |
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