| 5/2/2025 | Midwest Heritage Bank FSB | 20,987 | $883K | 0.4% | -56.2% | 0.013% | |
| 5/2/2025 | Forum Financial Management LP | 42,417 | $1.78M | 0.0% | -13.2% | 0.027% | |
| 5/2/2025 | Archvest Wealth Advisors Inc. | 12,745 | $536K | 0.4% | +151.3% | 0.008% | |
| 5/2/2025 | Concord Wealth Partners | 174,885 | $7.36M | 1.2% | -15.1% | 0.111% | |
| 5/2/2025 | Dravo Bay LLC | 253,848 | $10.68M | 5.7% | -3.2% | 0.162% | |
| 5/2/2025 | MB Generational Wealth LLC | 11,794 | $496K | 0.4% | +81.4% | 0.008% | |
| 5/2/2025 | Summit X LLC | 249,151 | $10.48M | 2.2% | +0.8% | 0.159% | |
| 5/2/2025 | DecisionPoint Financial LLC | 582,553 | $24.50M | 7.1% | +7.2% | 0.371% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 83,074 | $3.49M | 0.8% | +12.6% | 0.053% | |
| 5/2/2025 | Penney Financial LLC | 14,830 | $624K | 0.4% | +2.2% | 0.009% | |
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| 5/2/2025 | SageOak Financial LLC | 249,403 | $10.49M | 9.3% | +38.0% | 0.159% | |
| 5/2/2025 | Apollon Wealth Management LLC | 10,171 | $428K | 0.0% | -14.9% | 0.006% | |
| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 37,011 | $1.56M | 0.3% | +83.7% | 0.024% | |
| 5/1/2025 | Legacy Financial Group Inc. | 275,409 | $11.58M | 3.7% | +6.3% | 0.175% | |
| 5/1/2025 | CWM LLC | 5,054 | $213K | 0.0% | -29.2% | 0.003% | |
| 5/1/2025 | United Wealth Management LLC | 213,747 | $8.99M | 2.8% | +1.2% | 0.136% | |
| 5/1/2025 | TruNorth Capital Management LLC | 471,243 | $19.82M | 4.9% | +7.8% | 0.300% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 147,389 | $6.20M | 2.6% | -11.8% | 0.094% | |
| 5/1/2025 | Rational Advisors Inc. | 411,054 | $17.29M | 1.7% | -8.9% | 0.262% | |
| 5/1/2025 | Forum Private Client Group LLC | 9,724 | $409K | 0.2% | +20.7% | 0.006% | |
| 5/1/2025 | Hippocratic Financial Advisors LLC | 193,789 | $8.15M | 4.9% | +7.1% | 0.123% | |
| 5/1/2025 | Austin Wealth Management LLC | 271,485 | $11.30M | 2.3% | +12.6% | 0.173% | |
| 5/1/2025 | Diversify Wealth Management LLC | 312,982 | $13.15M | 1.0% | +11.8% | 0.199% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 52,609 | $2.21M | 1.7% | +16.7% | 0.034% | |
| 4/30/2025 | Phillips Financial Management LLC | 1,913,355 | $80.48M | 6.2% | +14.7% | 1.219% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 157,297 | $6.62M | 5.0% | -9.4% | 0.100% | |
| 4/30/2025 | Financial Synergies Wealth Advisors Inc. | 10,775 | $453K | 0.1% | -2.5% | 0.007% | |
| 4/30/2025 | Allworth Financial LP | 1,335,973 | $55.62M | 0.3% | -3.7% | 0.851% | |
| 4/30/2025 | Financial Symmetry Inc | 208,977 | $8.79M | 5.4% | +13.3% | 0.133% | |
| 4/30/2025 | Graver Capital Management LLC | 216,101 | $9.09M | 9.3% | +4.6% | 0.138% | |
| 4/30/2025 | Opus Capital Group LLC | 685,138 | $28.82M | 3.7% | +0.5% | 0.436% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 155,248 | $6.53M | 0.1% | +9.1% | 0.099% | |
| 4/30/2025 | Stratos Investment Management LLC | 1,346,097 | $56.62M | 3.0% | +9.9% | 0.857% | |
| 4/30/2025 | Aurelius Family Office LLC | 399,471 | $16.80M | 8.5% | +0.2% | 0.254% | |
| 4/30/2025 | Family Capital Management Inc. | 35,612 | $1.50M | 0.9% | +15.7% | 0.023% | |
| 4/30/2025 | Core Wealth Management Inc. | 1,421,585 | $59.79M | 22.9% | +17.6% | 0.905% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 573,252 | $24.11M | 0.0% | +11.9% | 0.365% | |
| 4/29/2025 | Schulz Wealth LTD. | 16,646 | $700K | 0.5% | +11.3% | 0.011% | |
| 4/29/2025 | Tradewinds LLC. | 30,204 | $1.27M | 0.4% | N/A | 0.019% | |
| 4/29/2025 | Cloud Capital Management LLC | 17,630 | $740K | 0.5% | N/A | 0.011% | |
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| 4/29/2025 | SwitchPoint Financial Planning LLC | 38,372 | $1.61M | 1.5% | +52.3% | 0.024% | |
| 4/29/2025 | Capital Planning LLC | 40,917 | $1.72M | 0.5% | N/A | 0.026% | |
| 4/29/2025 | Sutton Place Investors LLC | 189,793 | $7.98M | 5.4% | -0.5% | 0.121% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 39,653 | $1.67M | 0.7% | -4.8% | 0.025% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 36,855 | $1.55M | 0.8% | -12.2% | 0.023% | |
| 4/29/2025 | New Capital Management LP | 143,804 | $6.05M | 1.7% | -40.4% | 0.092% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 2,686,620 | $113.00M | 1.3% | +2.0% | 1.711% | |
| 4/28/2025 | D.A. Davidson & CO. | 16,189 | $681K | 0.0% | -27.9% | 0.010% | |
| 4/28/2025 | Clune & Associates LTD. | 54,071 | $2.27M | 0.7% | +18.5% | 0.034% | |
| 4/28/2025 | Axis Wealth Partners LLC | 6,933 | $292K | 0.2% | +17.9% | 0.004% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 3,608 | $152K | 0.0% | -29.5% | 0.002% | |
| 4/28/2025 | ArborFi Advisors LLC | 203,906 | $8.58M | 8.5% | +4.6% | 0.130% | |
| 4/28/2025 | BCO Wealth Management LLC | 431,387 | $18.14M | 14.2% | +11.4% | 0.275% | |
| 4/28/2025 | Rossby Financial LCC | 1,047 | $44K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 432,866 | $18.21M | 5.3% | +0.6% | 0.276% | |
| 4/28/2025 | TCP Asset Management LLC | 59,956 | $2.52M | 0.6% | +10.2% | 0.038% | |
| 4/28/2025 | DAVENPORT & Co LLC | 411,929 | $17.33M | 0.1% | +12.0% | 0.262% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 28,000 | $1.18M | 0.5% | -49.1% | 0.018% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 277,233 | $11.66M | 7.5% | -1.8% | 0.177% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 154,641 | $6.50M | 5.0% | +9.3% | 0.098% | |
| 4/25/2025 | Heritage Investment Group Inc. | 152,555 | $6.42M | 1.2% | -2.2% | 0.097% | |
| 4/25/2025 | Oceanside Advisors LLC | 28,100 | $1.18M | 0.9% | +44.0% | 0.018% | |
| 4/25/2025 | Yardley Wealth Management LLC | 231,287 | $9.73M | 5.7% | -10.5% | 0.147% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 2,195,812 | $92.36M | 11.6% | +0.5% | 1.399% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 16,359 | $688K | 0.1% | +14.3% | 0.010% | |
| 4/25/2025 | Northwest Wealth Management LLC | 97,066 | $4.08M | 0.8% | -0.8% | 0.062% | |
| 4/25/2025 | Crown Wealth Group LLC | 6,294 | $265K | 0.1% | -91.7% | 0.004% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 128,131 | $5.39M | 3.0% | -3.3% | 0.082% | |
| 4/25/2025 | Grunden Financial Advisory Inc. | 780,569 | $32.83M | 15.9% | +2.6% | 0.497% | |
| 4/25/2025 | Root Financial Partners LLC | 1,233,190 | $51.87M | 5.5% | +16.4% | 0.785% | |
| 4/25/2025 | RCS Financial Planning LLC | 417,246 | $17.55M | 9.3% | +2.6% | 0.266% | |
| 4/25/2025 | Parker Financial LLC | 139,497 | $5.87M | 2.8% | +11.6% | 0.089% | |
| 4/25/2025 | Master S Wealth Management Inc. | 308,831 | $12.99M | 6.8% | +2.8% | 0.197% | |
| 4/24/2025 | Golden State Wealth Management LLC | 905 | $38K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Hartmann Taylor Wealth Management LLC | 34,895 | $1.47M | 1.3% | N/A | 0.022% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 10,496 | $441K | 0.1% | -21.7% | 0.007% | |
| 4/24/2025 | Elite Life Management LLC | 17,054 | $717K | 2.2% | -16.3% | 0.011% | |
| 4/23/2025 | Onyx Financial Advisors LLC | 36,006 | $1.51M | 0.8% | +2.9% | 0.023% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 2,113,677 | $88.90M | 0.7% | +50.3% | 1.342% | |
| 4/23/2025 | Pure Financial Advisors LLC | 913,267 | $38.41M | 0.8% | -0.1% | 0.580% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 1,107,233 | $46.57M | 1.4% | -5.7% | 0.703% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 333,857 | $14.04M | 6.2% | +6.5% | 0.212% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,810 | $76K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Riverbend Wealth Management LLC | 9,569 | $402K | 0.4% | +10.4% | 0.006% | |
| 4/23/2025 | Mattern Wealth Management LLC | 350,301 | $14.73M | 3.3% | +1.5% | 0.222% | |
| 4/23/2025 | Balance Wealth LLC | 30,194 | $1.27M | 0.8% | N/A | 0.019% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 141,474 | $5.95M | 1.9% | -11.7% | 0.090% | |
| 4/23/2025 | Symmetry Partners LLC | 17,826 | $750K | 0.1% | N/A | 0.011% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 472,136 | $19.86M | 6.2% | +4.8% | 0.300% | |
| 4/23/2025 | PBMares Wealth Management LLC | 868,580 | $36.53M | 7.3% | +41.6% | 0.551% | |
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| 4/23/2025 | Helen Stephens Group LLC | 8,620 | $363K | 0.1% | +33.9% | 0.005% | |
| 4/23/2025 | Citrine Capital LLC | 134,191 | $5.64M | 3.5% | -0.7% | 0.085% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 150,411 | $6.33M | 1.2% | +0.6% | 0.095% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 103,138 | $4.34M | 0.9% | +12.2% | 0.065% | |
| 4/23/2025 | Team Financial Group LLC | 13,527 | $569K | 0.3% | N/A | 0.009% | |
| 4/23/2025 | Vantage Point Financial LLC | 107,176 | $4.51M | 2.3% | +9.2% | 0.068% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 94,773 | $3.99M | 0.9% | -73.4% | 0.060% | |
| 4/22/2025 | Live Oak Private Wealth LLC | 14,917 | $627K | 0.1% | +187.6% | 0.009% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 195,108 | $8.21M | 0.0% | -2.8% | 0.124% | |
| 4/22/2025 | First Financial Group Corp | 74,751 | $3.13M | 3.5% | +5.2% | 0.047% | |
