| 5/2/2025 | Midwest Heritage Bank FSB | 215,747 | $5.59M | 2.3% | +20.3% | 0.106% | |
| 5/2/2025 | Montis Financial LLC | 25,633 | $664K | 0.2% | +1.5% | 0.013% | |
| 5/2/2025 | Financial Alternatives Inc | 230,165 | $5.96M | 4.2% | -3.6% | 0.113% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 143,317 | $3.71M | 0.9% | -7.7% | 0.070% | |
| 5/2/2025 | Cable Hill Partners LLC | 2,519,591 | $65.48M | 6.4% | +2.3% | 1.239% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 1,455 | $38K | 0.0% | -40.7% | 0.001% | |
| 5/2/2025 | DecisionPoint Financial LLC | 213,232 | $5.52M | 1.6% | -1.9% | 0.105% | |
| 5/2/2025 | BIP Wealth LLC | 11,581 | $300K | 0.0% | N/A | 0.006% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 357,945 | $9.29M | 0.8% | +5.0% | 0.176% | |
| 5/2/2025 | Larson Financial Group LLC | 201,988 | $5.23M | 0.2% | -9.4% | 0.099% | |
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| 5/2/2025 | Wealthfront Advisers LLC | 31,533 | $816K | 0.0% | -10.6% | 0.016% | |
| 5/2/2025 | First Command Advisory Services Inc. | 16,640 | $431K | 0.0% | -37.9% | 0.008% | |
| 5/2/2025 | Lauer Wealth LLC | 69,456 | $1.80M | 1.4% | +5.1% | 0.034% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,005 | $414K | 0.0% | -3.3% | 0.008% | |
| 5/1/2025 | Legacy Financial Group Inc. | 222,820 | $5.77M | 1.9% | -2.5% | 0.111% | |
| 5/1/2025 | Asset Dedication LLC | 3,082 | $80K | 0.0% | +27.8% | 0.002% | |
| 5/1/2025 | Woodside Wealth Management LLC | 5,945 | $154K | 0.1% | N/A | 0.003% | |
| 5/1/2025 | CWM LLC | 1,153,729 | $29.87M | 0.1% | +1.0% | 0.576% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 61,592 | $1.60M | 1.0% | -8.1% | 0.031% | |
| 5/1/2025 | ARK & TLK Investments LLC | 35,588 | $921K | 0.3% | +7.0% | 0.018% | |
| 5/1/2025 | Forum Private Client Group LLC | 252,014 | $6.53M | 2.8% | +4.4% | 0.126% | |
| 5/1/2025 | Austin Wealth Management LLC | 423,797 | $10.97M | 2.2% | +16.3% | 0.212% | |
| 5/1/2025 | Diversify Wealth Management LLC | 321,741 | $8.35M | 0.6% | -6.8% | 0.161% | |
| 4/30/2025 | Cerity Partners LLC | 890,536 | $23.06M | 0.0% | -0.5% | 0.445% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 67,842 | $1.76M | 1.3% | -21.0% | 0.034% | |
| 4/30/2025 | Allworth Financial LP | 96,473 | $2.50M | 0.0% | +4.2% | 0.048% | |
| 4/30/2025 | tru Independence LLC | 30,721 | $795K | 0.2% | -87.3% | 0.015% | |
| 4/30/2025 | Heritage Wealth Management Inc. CA | 73,971 | $1.92M | 1.4% | -2.7% | 0.037% | |
| 4/30/2025 | Poinciana Advisors Group LLC | 7,848 | $203K | 0.2% | N/A | 0.004% | |
| 4/30/2025 | Index Fund Advisors Inc. | 484,898 | $12.55M | 0.8% | +2.4% | 0.242% | |
| 4/30/2025 | Financial Symmetry Inc | 87,462 | $2.26M | 1.4% | -6.2% | 0.044% | |
| 4/30/2025 | Graver Capital Management LLC | 211,414 | $5.47M | 5.6% | +6.1% | 0.106% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 24,416 | $632K | 0.0% | +6.2% | 0.012% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,554 | $299K | 0.0% | -3.6% | 0.006% | |
| 4/30/2025 | Brown Advisory Inc. | 8,241 | $213K | 0.0% | N/A | 0.004% | |
| 4/29/2025 | Financial Counselors Inc. | 21,303 | $552K | 0.0% | N/A | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,296,008 | $59.44M | 0.0% | -5.1% | 1.147% | |
| 4/29/2025 | Pure Portfolios Holdings LLC | 173,464 | $4.49M | 1.7% | +4.0% | 0.087% | |
| 4/29/2025 | Cloud Capital Management LLC | 10,761 | $278K | 0.2% | N/A | 0.005% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 240,362 | $6.00M | 0.8% | +1.9% | 0.120% | |
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| 4/29/2025 | Capital Investment Advisory Services LLC | 44,940 | $1.16M | 0.1% | +13.4% | 0.022% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 31,515 | $816K | 0.3% | +103.3% | 0.016% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 854,312 | $22.12M | 0.3% | +6.4% | 0.427% | |
| 4/29/2025 | Baker Boyer National Bank | 94,891 | $2.46M | 0.9% | -5.8% | 0.047% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 284,203 | $7.36M | 0.3% | +642.6% | 0.142% | |
| 4/29/2025 | Aviance Capital Partners LLC | 62,258 | $1.61M | 0.2% | -1.5% | 0.031% | |
| 4/29/2025 | MBA Advisors LLC | 128,387 | $3.32M | 1.6% | +4.7% | 0.064% | |
| 4/28/2025 | North Capital Inc. | 132,850 | $3.44M | 3.2% | N/A | 0.066% | |
| 4/28/2025 | Mutual Advisors LLC | 52,525 | $1.36M | 0.0% | +33.9% | 0.026% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 82,799 | $2.14M | 1.1% | -2.5% | 0.041% | |
| 4/28/2025 | Clune & Associates LTD. | 84,543 | $2.19M | 0.7% | +9.9% | 0.042% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 457,024 | $11.83M | 2.0% | -3.2% | 0.228% | |
| 4/28/2025 | ArborFi Advisors LLC | 74,944 | $1.94M | 1.9% | +3.3% | 0.037% | |
| 4/28/2025 | American Capital Advisory LLC | 91,749 | $2.38M | 1.3% | +31.5% | 0.046% | |
| 4/28/2025 | Penobscot Wealth Management | 64,439 | $1.67M | 0.7% | -13.8% | 0.032% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 26,671 | $691K | 0.4% | -4.0% | 0.013% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 1,085,740 | $28.11M | 6.1% | +0.8% | 0.542% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 139,229 | $3.61M | 1.1% | +6.3% | 0.070% | |
| 4/28/2025 | TCP Asset Management LLC | 400,217 | $10.36M | 2.3% | +2.7% | 0.200% | |
| 4/28/2025 | Sageworth Trust Co | 166,786 | $4.32M | 0.3% | -2.9% | 0.083% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 5,581 | $138K | 0.1% | +11.8% | 0.003% | |
| 4/28/2025 | Lincoln Capital Corp | 85,443 | $2.21M | 0.9% | +246.3% | 0.043% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 158,497 | $4.10M | 2.6% | -8.3% | 0.079% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 19,210 | $497K | 0.4% | -2.1% | 0.010% | |
| 4/25/2025 | Mather Group LLC. | 10,648,826 | $275.70M | 3.2% | +19.0% | 5.319% | |
| 4/25/2025 | Oceanside Advisors LLC | 218,028 | $5.65M | 4.1% | +4.1% | 0.109% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 4,026 | $104K | 0.1% | N/A | 0.002% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 4,770 | $123K | 0.0% | +16.9% | 0.002% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 29,283 | $751K | 0.0% | +1.9% | 0.015% | |
| 4/25/2025 | Northwest Wealth Management LLC | 113,019 | $2.93M | 0.6% | -1.8% | 0.056% | |
| 4/25/2025 | Sollinda Capital Management LLC | 58,870 | $1.52M | 0.4% | +2.2% | 0.029% | |
| 4/25/2025 | Waterfront Wealth Inc. | 95,395 | $2.47M | 0.6% | -1.0% | 0.048% | |
| 4/25/2025 | Root Financial Partners LLC | 2,078,756 | $53.82M | 5.7% | +14.2% | 1.038% | |
| 4/25/2025 | RCS Financial Planning LLC | 89,247 | $2.31M | 1.2% | -5.9% | 0.045% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 377,811 | $9.66M | 0.6% | +7.2% | 0.189% | |
| 4/24/2025 | Monument Group Wealth Advisors LLC | 229,585 | $5.94M | 4.1% | +2.1% | 0.115% | |
| 4/24/2025 | Shore Point Advisors LLC | 222,228 | $5.75M | 3.0% | -3.0% | 0.111% | |
| 4/24/2025 | Tanager Wealth Management LLP | 23,943 | $620K | 0.1% | -10.9% | 0.012% | |
| 4/24/2025 | Falcon Wealth Planning | 1,696,753 | $43.93M | 4.9% | +12.3% | 0.848% | |
| 4/24/2025 | Oak Wealth Advisors LLC | 46,586 | $1.21M | 0.9% | +2.7% | 0.023% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 272,532 | $7.06M | 5.2% | -1.5% | 0.136% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 354,033 | $9.17M | 0.1% | -3.1% | 0.177% | |
| 4/23/2025 | SOL Capital Management CO | 238,178 | $6.17M | 0.7% | -5.0% | 0.119% | |
| 4/23/2025 | Perigon Wealth Management LLC | 740,411 | $19.17M | 0.5% | +7.1% | 0.370% | |
| 4/23/2025 | Spire Wealth Management | 8,788 | $228K | 0.0% | +2,382.5% | 0.004% | |
| 4/23/2025 | Timonier Family Office LTD. | 81,093 | $2.10M | 0.9% | -3.6% | 0.041% | |
| 4/23/2025 | Saxony Capital Management LLC | 68,313 | $1.77M | 1.6% | +91.5% | 0.034% | |
| 4/23/2025 | RAM Investment Partners LLC | 1,079,634 | $27.95M | 6.9% | +5.3% | 0.539% | |
| 4/23/2025 | Archford Capital Strategies LLC | 199,417 | $5.16M | 0.8% | -19.2% | 0.100% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 15,275 | $395K | 0.1% | -3.3% | 0.008% | |
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| 4/23/2025 | PBMares Wealth Management LLC | 382,606 | $9.91M | 2.0% | -7.6% | 0.191% | |
| 4/23/2025 | G2 Capital Management LLC OH | 12,407 | $321K | 0.1% | +3.3% | 0.006% | |
| 4/23/2025 | Ledyard National Bank | 987,359 | $25.56M | 2.5% | +7.0% | 0.493% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 379,534 | $9.83M | 1.9% | +6.8% | 0.190% | |
| 4/23/2025 | Vantage Point Financial LLC | 47,610 | $1.23M | 0.6% | +5.8% | 0.024% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 2,001 | $52K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Diversified Portfolios Inc. | 706,140 | $18.28M | 1.9% | -0.1% | 0.353% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 66,660 | $1.73M | 1.0% | -3.4% | 0.033% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 75,417 | $1.95M | 1.0% | +12.4% | 0.038% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 675,808 | $17.50M | 1.2% | +0.3% | 0.338% | |
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