| 5/20/2025 | Focus Partners Wealth | 12,985,015 | $668.60M | 1.7% | +6.5% | 6.594% | |
| 5/19/2025 | SageView Advisory Group LLC | 18,935 | $975K | 0.0% | +2.0% | 0.010% | |
| 5/19/2025 | SCS Capital Management LLC | 4,457 | $229K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | MBB Public Markets I LLC | 132,267 | $6.81M | 0.8% | -82.9% | 0.068% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 22,207 | $1.14M | 0.0% | +26.3% | 0.011% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 26,725 | $1.38M | 0.0% | N/A | 0.014% | |
| 5/16/2025 | Jones Financial Companies Lllp | 160,140 | $8.25M | 0.0% | -20.4% | 0.082% | |
| 5/16/2025 | Rise Advisors LLC | 224,218 | $11.55M | 5.1% | +41.9% | 0.114% | |
| 5/16/2025 | Plancorp LLC | 1,598,110 | $82.29M | 3.3% | -0.7% | 0.816% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 30,314 | $1.56M | 0.0% | +3.4% | 0.015% | |
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| 5/16/2025 | Jentner Corp | 43,753 | $2.25M | 0.7% | -8.6% | 0.022% | |
| 5/16/2025 | Greenline Partners LLC | 5,779 | $298K | 0.0% | -19.3% | 0.003% | |
| 5/16/2025 | Cook Wealth LLC | 222,309 | $10.97M | 5.3% | -1.6% | 0.113% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 492,571 | $25.36M | 2.2% | -1.3% | 0.251% | |
| 5/16/2025 | AQR Capital Management LLC | 124,957 | $6.43M | 0.0% | +68.3% | 0.064% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,016,203 | $155.30M | 1.2% | +35.2% | 1.539% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,915,377 | $253.09M | 3.8% | +2.0% | 2.509% | |
| 5/15/2025 | Royal Bank of Canada | 250,427 | $12.90M | 0.0% | +143.7% | 0.128% | |
| 5/15/2025 | Betterment LLC | 309,559 | $15.94M | 0.0% | +17.8% | 0.158% | |
| 5/15/2025 | MAI Capital Management | 102,720 | $5.29M | 0.0% | +0.6% | 0.052% | |
| 5/15/2025 | Baird Financial Group Inc. | 341,897 | $17.60M | 0.0% | -1.1% | 0.174% | |
| 5/15/2025 | Tumwater Wealth Management LLC | 563,732 | $29.03M | 15.1% | +2.2% | 0.288% | |
| 5/15/2025 | Activest Wealth Management | 160,687 | $8.27M | 2.2% | +3.8% | 0.082% | |
| 5/15/2025 | Tortoise Investment Management LLC | 2,451 | $126K | 0.0% | -25.1% | 0.001% | |
| 5/15/2025 | Hanover Advisors Inc. | 5,367 | $276K | 0.1% | -10.1% | 0.003% | |
| 5/15/2025 | Okabena Investment Services Inc. | 6,481 | $334K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | BWM Planning LLC | 187,952 | $9.68M | 4.1% | -2.1% | 0.096% | |
| 5/14/2025 | Ieq Capital LLC | 10,325 | $532K | 0.0% | +41.7% | 0.005% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,372 | $483K | 0.0% | +134.8% | 0.005% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 76,341 | $3.93M | 0.5% | -86.7% | 0.039% | |
| 5/14/2025 | Comerica Bank | 8,539 | $440K | 0.0% | +43.9% | 0.004% | |
| 5/14/2025 | Freedom Investment Management Inc. | 57,263 | $2.95M | 0.2% | -3.3% | 0.029% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 113,937 | $5.87M | 0.0% | -45.5% | 0.058% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 97,712 | $5.03M | 5.2% | -24.4% | 0.050% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 863,039 | $44.44M | 3.2% | -1.7% | 0.440% | |
| 5/14/2025 | Kestra Advisory Services LLC | 172,121 | $8.86M | 0.0% | -24.2% | 0.088% | |
| 5/14/2025 | Compound Planning Inc. | 65,579 | $3.38M | 0.2% | +355.9% | 0.033% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 47,257 | $2.43M | 0.1% | +34.6% | 0.024% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 65,384 | $3.37M | 2.4% | +1.6% | 0.033% | |
| 5/14/2025 | TFB Advisors LLC | 5,745 | $296K | 0.1% | -3.3% | 0.003% | |
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| 5/14/2025 | Vertex Planning Partners LLC | 3,969 | $204K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 7,654 | $394K | 0.1% | +46.7% | 0.004% | |
| 5/14/2025 | Sensible Money LLC | 848,025 | $43.67M | 18.7% | +7.1% | 0.433% | |
| 5/13/2025 | RW Investment Management LLC | 1,657,644 | $85.35M | 10.5% | -4.0% | 0.846% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 12,260 | $631K | 0.0% | +4.0% | 0.006% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 6,131 | $316K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,411,584 | $72.68M | 0.0% | +13.5% | 0.720% | |
| 5/13/2025 | Cresset Asset Management LLC | 45,720 | $2.35M | 0.0% | -10.4% | 0.023% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 685,274 | $35.29M | 0.8% | -14.7% | 0.350% | |
| 5/13/2025 | American Investment Services Inc. | 162,606 | $8.37M | 1.5% | +1.0% | 0.083% | |
| 5/13/2025 | Watchman Group Inc. | 429,147 | $22.10M | 6.2% | -4.9% | 0.219% | |
| 5/13/2025 | Compass Advisory Group LLC | 23,358 | $1.20M | 0.4% | +28.4% | 0.012% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 19,970 | $1.03M | 0.6% | -24.5% | 0.010% | |
| 5/13/2025 | Evensky & Katz LLC | 73,779 | $3.80M | 0.3% | -1.0% | 0.038% | |
| 5/13/2025 | Annandale Capital LLC | 94,578 | $4.87M | 0.3% | -0.6% | 0.048% | |
| 5/13/2025 | HighTower Advisors LLC | 1,989,104 | $102.42M | 0.1% | -2.6% | 1.015% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 393,466 | $20.26M | 0.0% | -1.3% | 0.201% | |
| 5/12/2025 | SouthState Corp | 2,518 | $130K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Basso Capital Management L.P. | 4,750 | $245K | 0.2% | -54.8% | 0.002% | |
| 5/12/2025 | Berger Financial Group Inc | 22,221 | $1.14M | 0.1% | +25.7% | 0.011% | |
| 5/12/2025 | Measured Wealth Private Client Group LLC | 24,693 | $1.27M | 0.4% | -7.6% | 0.013% | |
| 5/12/2025 | Townsquare Capital LLC | 55,857 | $2.88M | 0.0% | -33.2% | 0.029% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 327,020 | $16.84M | 1.7% | +4.7% | 0.167% | |
| 5/12/2025 | Truepoint Inc. | 1,461,439 | $75.25M | 2.0% | -0.6% | 0.746% | |
| 5/12/2025 | Integrity Financial Corp WA | 694 | $36K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | AlphaCore Capital LLC | 2,465 | $127K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Keb Asset Management LLC | 642,497 | $33.08M | 9.4% | +2.8% | 0.328% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 15,225 | $761K | 0.0% | +4.9% | 0.008% | |
| 5/9/2025 | Pinney & Scofield Inc. | 185,610 | $9.56M | 6.9% | -0.4% | 0.095% | |
| 5/9/2025 | Navigoe LLC | 230,287 | $11.86M | 10.3% | -0.7% | 0.118% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 5,299 | $273K | 0.0% | -10.7% | 0.003% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 13,735 | $707K | 0.0% | -24.6% | 0.007% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 363,158 | $18.70M | 0.7% | +2.5% | 0.185% | |
| 5/9/2025 | McMill Wealth Management | 279,325 | $14.38M | 5.2% | +5.4% | 0.143% | |
| 5/9/2025 | Renasant Bank | 25,324 | $1.30M | 0.9% | -3.2% | 0.013% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 936 | $48K | 0.0% | -51.9% | 0.000% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 11,733 | $604K | 0.0% | -28.2% | 0.006% | |
| 5/9/2025 | Empower Advisory Group LLC | 10,036 | $517K | 0.0% | -17.3% | 0.005% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 10,062 | $518K | 0.0% | +30.5% | 0.005% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 252,942 | $12.99M | 3.8% | +0.8% | 0.129% | |
| 5/9/2025 | Tiller Private Wealth Inc. | 103,488 | $5.33M | 2.2% | N/A | 0.053% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 793,086 | $40.84M | 9.0% | -1.0% | 0.405% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 434,857 | $22.39M | 0.0% | +4.4% | 0.222% | |
| 5/9/2025 | Blair William & Co. IL | 4,043 | $208K | 0.0% | +12.0% | 0.002% | |
| 5/9/2025 | Quantum Financial Planning Services Inc. | 51,822 | $2.67M | 1.5% | +11.2% | 0.026% | |
| 5/9/2025 | Liberty Wealth Management LLC | 617,873 | $31.81M | 0.6% | +343.5% | 0.315% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 29,014 | $1.49M | 0.0% | -1.2% | 0.015% | |
| 5/8/2025 | TIAA Trust National Association | 19,536 | $1.01M | 0.0% | -1.4% | 0.010% | |
| 5/8/2025 | Glassman Wealth Services | 2,537 | $131K | 0.0% | +23.5% | 0.001% | |
| 5/8/2025 | Altiora Financial Group LLC | 239,437 | $12.33M | 2.6% | +2.7% | 0.122% | |
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| 5/8/2025 | Commerce Bank | 15,113 | $778K | 0.0% | -1.5% | 0.008% | |
| 5/8/2025 | Certified Advisory Corp | 45,735 | $2.36M | 0.3% | +2.6% | 0.023% | |
| 5/8/2025 | US Bancorp DE | 46,585 | $2.40M | 0.0% | -2.4% | 0.024% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 888,370 | $45.74M | 1.2% | +3.5% | 0.453% | |
| 5/8/2025 | Harbour Investments Inc. | 3,048 | $157K | 0.0% | +31.7% | 0.002% | |
| 5/8/2025 | Tillman Hartley LLC | 391,743 | $20.17M | 5.9% | -2.5% | 0.200% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 1,320,249 | $67.98M | 10.2% | -0.1% | 0.674% | |
| 5/8/2025 | Natixis Advisors LLC | 11,633 | $599K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | NorthRock Partners LLC | 3,603 | $185K | 0.0% | +36.7% | 0.002% | |
| 5/8/2025 | Modera Wealth Management LLC | 813,311 | $41.88M | 0.6% | -2.8% | 0.415% | |
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