| 5/20/2025 | Focus Partners Wealth | 441,558 | $10.50M | 0.0% | +16.2% | 0.788% | |
| 5/16/2025 | NewEdge Advisors LLC | 47,654 | $1.13M | 0.0% | -10.0% | 0.086% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 131,780 | $3.13M | 0.0% | -0.3% | 0.237% | |
| 5/16/2025 | Jentner Corp | 18,070 | $430K | 0.1% | -41.2% | 0.032% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 1,732,271 | $41.18M | 3.5% | +3.0% | 3.113% | |
| 5/16/2025 | Aprio Wealth Management LLC | 551,152 | $13.10M | 1.6% | +47.9% | 0.990% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 175,694 | $4.18M | 0.1% | +183.4% | 0.316% | |
| 5/15/2025 | Royal Bank of Canada | 25,148 | $598K | 0.0% | -21.1% | 0.045% | |
| 5/15/2025 | Betterment LLC | 268,218 | $6.38M | 0.0% | +18.0% | 0.482% | |
| 5/14/2025 | Note Advisors LLC | 62,816 | $1.49M | 1.2% | +26.9% | 0.113% | |
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| 5/14/2025 | Entrewealth LLC | 56,505 | $1.34M | 1.0% | -3.8% | 0.102% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 98,812 | $2.35M | 0.0% | +29.8% | 0.178% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 94,470 | $2.25M | 0.2% | -8.9% | 0.170% | |
| 5/14/2025 | Kestra Advisory Services LLC | 59,747 | $1.42M | 0.0% | -2.8% | 0.107% | |
| 5/14/2025 | Arista Wealth Management LLC | 11,353 | $270K | 0.1% | -5.4% | 0.020% | |
| 5/14/2025 | Fidato Wealth LLC | 429,409 | $10.21M | 7.8% | +2.8% | 0.772% | |
| 5/13/2025 | Raymond James Financial Inc. | 358,021 | $8.51M | 0.0% | +25.1% | 0.643% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 174,543 | $4.15M | 0.1% | -35.0% | 0.314% | |
| 5/13/2025 | American Investment Services Inc. | 42,369 | $1.01M | 0.2% | +3.9% | 0.076% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 36,973 | $879K | 0.9% | +6.7% | 0.066% | |
| 5/13/2025 | Ariadne Wealth Management LP | 73,400 | $1.73M | 0.9% | +1.9% | 0.132% | |
| 5/13/2025 | HighTower Advisors LLC | 2,545,950 | $60.52M | 0.1% | +8.9% | 4.575% | |
| 5/13/2025 | Sterling Wealth Advisors Inc | 66,581 | $1.58M | 1.2% | +1.5% | 0.120% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 151,479 | $3.60M | 2.8% | +9.2% | 0.272% | |
| 5/12/2025 | Townsquare Capital LLC | 12,969 | $308K | 0.0% | -34.8% | 0.023% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 195,128 | $4.58M | 0.2% | +0.8% | 0.351% | |
| 5/9/2025 | Pinney & Scofield Inc. | 257,186 | $6.11M | 4.4% | +12.9% | 0.462% | |
| 5/9/2025 | Hemington Wealth Management | 475,839 | $11.31M | 1.8% | +130.5% | 0.855% | |
| 5/9/2025 | Warburton Capital Management LLC | 64,248 | $1.53M | 1.1% | +36.6% | 0.115% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 493,095 | $11.72M | 0.4% | +2.2% | 0.886% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 107,620 | $2.57M | 0.7% | +2.1% | 0.193% | |
| 5/8/2025 | Elios Financial Group Inc. | 196,940 | $4.68M | 2.3% | -0.9% | 0.354% | |
| 5/8/2025 | Tillman Hartley LLC | 90,452 | $2.15M | 0.6% | -3.7% | 0.163% | |
| 5/8/2025 | Modera Wealth Management LLC | 15,065 | $358K | 0.0% | -12.5% | 0.027% | |
| 5/8/2025 | Aegis Wealth Management LLC | 51,737 | $1.23M | 0.7% | +2.7% | 0.093% | |
| 5/8/2025 | Squire Investment Management Company LLC | 80,000 | $1.90M | 0.8% | N/A | 0.144% | |
| 5/7/2025 | AWM Capital LLC | 98,769 | $2.35M | 0.3% | -6.8% | 0.177% | |
| 5/7/2025 | Seneschal Advisors LLC | 140,614 | $3.34M | 2.9% | +14.4% | 0.253% | |
| 5/7/2025 | LPL Financial LLC | 306,073 | $7.28M | 0.0% | +2.8% | 0.550% | |
| 5/6/2025 | Grand Wealth Management LLC | 159,158 | $3.78M | 2.1% | +11.6% | 0.286% | |
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| 5/6/2025 | SpringVest Wealth Management LLC | 19,836 | $472K | 0.4% | -13.6% | 0.036% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 142,152 | $3.38M | 1.5% | +4.8% | 0.255% | |
| 5/6/2025 | AE Wealth Management LLC | 150,987 | $3.59M | 0.0% | +9.0% | 0.271% | |
| 5/6/2025 | Redwood Park Advisors LLC | 26,573 | $632K | 0.5% | +24.9% | 0.048% | |
| 5/6/2025 | PFG Advisors | 81,925 | $1.95M | 0.1% | +9.5% | 0.147% | |
| 5/5/2025 | Wealth Dimensions Group Ltd. | 478,110 | $11.37M | 2.7% | +11.9% | 0.859% | |
| 5/5/2025 | Arcadia Wealth Management LLC | 58,006 | $1.38M | 0.7% | +2.2% | 0.104% | |
| 5/5/2025 | IFP Advisors Inc | 10,821 | $257K | 0.0% | +11.1% | 0.019% | |
| 5/5/2025 | TAGStone Capital Inc. | 35,860 | $852K | 0.4% | +7.4% | 0.064% | |
| 5/5/2025 | Private Advisor Group LLC | 184,351 | $4.38M | 0.0% | +160.2% | 0.331% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 190,767 | $4.54M | 1.5% | +3.6% | 0.343% | |
| 5/2/2025 | Forum Financial Management LP | 402,390 | $9.57M | 0.2% | -0.3% | 0.723% | |
| 5/2/2025 | DecisionPoint Financial LLC | 191,771 | $4.56M | 1.3% | +1.5% | 0.345% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 539,518 | $12.49M | 1.1% | +4.3% | 0.969% | |
| 5/2/2025 | Summit Wealth Group LLC | 95,975 | $2.28M | 0.7% | +0.8% | 0.172% | |
| 5/2/2025 | Apollon Wealth Management LLC | 77,183 | $1.84M | 0.0% | -1.7% | 0.139% | |
| 5/1/2025 | Legacy Financial Group Inc. | 199,570 | $4.74M | 1.5% | +6.6% | 0.359% | |
| 5/1/2025 | LRI Investments LLC | 54,073 | $1.29M | 0.1% | N/A | 0.097% | |
| 5/1/2025 | United Wealth Management LLC | 479,767 | $11.40M | 3.6% | +8.7% | 0.862% | |
| 5/1/2025 | Satovsky Asset Management LLC | 389,126 | $9.25M | 2.1% | +0.3% | 0.699% | |
| 5/1/2025 | Forum Private Client Group LLC | 53,842 | $1.28M | 0.6% | -13.2% | 0.097% | |
| 5/1/2025 | Austin Wealth Management LLC | 218,646 | $5.01M | 1.0% | -6.6% | 0.393% | |
| 5/1/2025 | Diversify Wealth Management LLC | 278,425 | $6.45M | 0.5% | -14.1% | 0.500% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 60,285 | $1.43M | 1.1% | +14.5% | 0.108% | |
| 4/30/2025 | Phillips Financial Management LLC | 601,887 | $14.31M | 1.1% | +7.6% | 1.082% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 18,260 | $434K | 0.3% | -28.8% | 0.033% | |
| 4/30/2025 | Allworth Financial LP | 69,515 | $1.59M | 0.0% | +3.2% | 0.125% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 13,937 | $331K | 0.0% | N/A | 0.025% | |
| 4/30/2025 | Brown Financial Advisory | 467,625 | $11.12M | 6.9% | -13.9% | 0.840% | |
| 4/30/2025 | Core Wealth Management Inc. | 447,978 | $10.65M | 4.1% | -1.4% | 0.805% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 15,188 | $361K | 0.0% | -8.4% | 0.027% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 150,495 | $3.58M | 0.0% | +16.5% | 0.270% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 313,495 | $7.19M | 1.0% | +7.8% | 0.563% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 44,137 | $1.05M | 0.4% | +7.2% | 0.079% | |
| 4/28/2025 | Straight Path Wealth Management | 206,467 | $4.91M | 2.0% | +11.1% | 0.371% | |
| 4/28/2025 | Clune & Associates LTD. | 45,214 | $1.08M | 0.3% | +14.1% | 0.081% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 11,978 | $285K | 0.0% | +5.3% | 0.022% | |
| 4/25/2025 | Oceanside Advisors LLC | 199,229 | $4.74M | 3.4% | +6.7% | 0.358% | |
| 4/25/2025 | Root Financial Partners LLC | 1,110,962 | $26.41M | 2.8% | +14.5% | 1.996% | |
| 4/25/2025 | RCS Financial Planning LLC | 80,019 | $1.90M | 1.0% | +1.2% | 0.144% | |
| 4/24/2025 | Oakworth Capital Inc. | 1,663 | $40K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Onyx Financial Advisors LLC | 319,584 | $7.60M | 4.0% | +8.8% | 0.579% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 510,780 | $12.14M | 0.1% | +45.2% | 0.926% | |
| 4/23/2025 | SOL Capital Management CO | 20,270 | $482K | 0.1% | -11.8% | 0.037% | |
| 4/23/2025 | Vannoy Advisory Group Inc. | 248,659 | $5.91M | 4.4% | +1.4% | 0.451% | |
| 4/23/2025 | Timonier Family Office LTD. | 308,971 | $7.34M | 3.2% | +24.1% | 0.560% | |
| 4/23/2025 | RAM Investment Partners LLC | 1,219,650 | $28.99M | 7.2% | +1.3% | 2.212% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 178,557 | $4.24M | 1.3% | +7.3% | 0.324% | |
| 4/23/2025 | PBMares Wealth Management LLC | 200,413 | $4.76M | 1.0% | -11.1% | 0.363% | |
| 4/23/2025 | Helen Stephens Group LLC | 343,095 | $8.16M | 2.3% | +4.4% | 0.622% | |
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| 4/23/2025 | Chevy Chase Trust Holdings LLC | 9,953 | $237K | 0.0% | +10.8% | 0.018% | |
| 4/23/2025 | Citrine Capital LLC | 162,449 | $3.86M | 2.4% | +1.3% | 0.295% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 38,023 | $904K | 0.2% | +20.9% | 0.069% | |
| 4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 2,014,213 | $47.88M | 11.7% | +3.3% | 3.652% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 25,474 | $606K | 0.1% | -8.0% | 0.046% | |
| 4/23/2025 | Vantage Point Financial LLC | 57,607 | $1.37M | 0.7% | +14.7% | 0.104% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 4,970 | $118K | 0.1% | N/A | 0.009% | |
| 4/22/2025 | Diversified Portfolios Inc. | 40,388 | $960K | 0.1% | +36.8% | 0.073% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 16,795 | $399K | 0.2% | +36.9% | 0.030% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 2,140 | $51K | 0.0% | +97.2% | 0.004% | |
