| 4/30/2025 | Vestia Personal Wealth Advisors | 89,587 | $2.42M | 1.8% | +26.7% | 0.255% | |
| 4/30/2025 | Phillips Financial Management LLC | 5,515 | $149K | 0.0% | +10.8% | 0.016% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 29,871 | $808K | 0.6% | +35.1% | 0.085% | |
| 4/30/2025 | Astra Wealth Partners LLC | 82,722 | $2.24M | 2.1% | +3.1% | 0.235% | |
| 4/30/2025 | Allworth Financial LP | 75,970 | $2.03M | 0.0% | -1.7% | 0.216% | |
| 4/30/2025 | Index Fund Advisors Inc. | 333,225 | $9.01M | 0.6% | +7.1% | 0.947% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 28,684 | $776K | 0.0% | +2.0% | 0.081% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 131,370 | $3.55M | 0.0% | -13.4% | 0.373% | |
| 4/29/2025 | Financial Architects LLC | 253,730 | $6.86M | 4.4% | +2.3% | 0.721% | |
| 4/29/2025 | Cloud Capital Management LLC | 7,093 | $191K | 0.1% | N/A | 0.020% | |
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| 4/29/2025 | von Borstel & Associates Inc. | 244,802 | $6.62M | 2.0% | +30.2% | 0.695% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 130,094 | $3.52M | 1.9% | +12.9% | 0.370% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 93,758 | $2.54M | 0.0% | +3.9% | 0.266% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 175,669 | $4.75M | 1.7% | +13.6% | 0.499% | |
| 4/28/2025 | Clark Asset Management LLC | 38,558 | $1.04M | 0.2% | N/A | 0.110% | |
| 4/28/2025 | Clune & Associates LTD. | 11,829 | $320K | 0.1% | -4.6% | 0.034% | |
| 4/25/2025 | Oceanside Advisors LLC | 30,956 | $837K | 0.6% | -4.5% | 0.088% | |
| 4/25/2025 | EnRich Financial Partners LLC | 53,318 | $1.44M | 0.5% | +1.3% | 0.151% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 219,339 | $5.93M | 0.7% | +1.0% | 0.623% | |
| 4/25/2025 | Grunden Financial Advisory Inc. | 26,102 | $706K | 0.3% | +5.3% | 0.074% | |
| 4/25/2025 | Root Financial Partners LLC | 380,846 | $10.30M | 1.1% | -8.0% | 1.082% | |
| 4/25/2025 | RCS Financial Planning LLC | 17,206 | $465K | 0.2% | -5.1% | 0.049% | |
| 4/24/2025 | Family Investment Center Inc. | 100,849 | $2.73M | 0.7% | -72.3% | 0.278% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 77,976 | $2.11M | 0.0% | -1.8% | 0.215% | |
| 4/23/2025 | Perigon Wealth Management LLC | 59,783 | $1.62M | 0.0% | +309.7% | 0.165% | |
| 4/23/2025 | Spire Wealth Management | 47,873 | $1.30M | 0.0% | +9.5% | 0.132% | |
| 4/23/2025 | Timonier Family Office LTD. | 126,341 | $3.42M | 1.5% | +19.4% | 0.348% | |
| 4/23/2025 | PBMares Wealth Management LLC | 176,024 | $4.76M | 1.0% | +2.8% | 0.485% | |
| 4/23/2025 | Lazari Capital Management Inc. | 8,312 | $225K | 0.1% | -9.2% | 0.023% | |
| 4/23/2025 | Foundation Wealth Management LLC PA | 44,886 | $1.21M | 0.6% | -1.1% | 0.124% | |
| 4/23/2025 | Vantage Point Financial LLC | 43,884 | $1.19M | 0.6% | +23.0% | 0.121% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 85,712 | $2.32M | 1.7% | +53.6% | 0.236% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 20,335 | $550K | 0.0% | -19.7% | 0.056% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,549 | $285K | 0.0% | +6.6% | 0.029% | |
| 4/22/2025 | First Financial Group Corp | 7,580 | $205K | 0.2% | N/A | 0.021% | |
| 4/22/2025 | Applied Capital LLC | 61,367 | $1.66M | 0.8% | +1.3% | 0.169% | |
| 4/22/2025 | Cordant Inc. | 181,552 | $4.91M | 2.6% | +5.2% | 0.500% | |
| 4/22/2025 | Evanson Asset Management LLC | 458,246 | $12.40M | 0.9% | -1.9% | 1.262% | |
| 4/22/2025 | Heritage Wealth Management Inc. Texas | 14,066 | $380K | 0.2% | -2.7% | 0.039% | |
| 4/21/2025 | White Wing Wealth Management | 74,075 | $1.91M | 1.5% | +11.1% | 0.204% | |
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| 4/17/2025 | Janney Montgomery Scott LLC | 461,176 | $12.48M | 0.0% | -1.0% | 1.270% | |
| 4/17/2025 | Ritholtz Wealth Management | 1,008,414 | $27.28M | 0.8% | -0.9% | 2.778% | |
| 4/16/2025 | Lam Group Inc. | 84,085 | $2.27M | 1.7% | -1.5% | 0.232% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 82,634 | $2.24M | 1.4% | +3.2% | 0.228% | |
| 4/15/2025 | Two West Capital Advisors LLC | 16,386 | $418K | 0.3% | +8.4% | 0.045% | |
| 4/15/2025 | Simplicity Wealth LLC | 9,289 | $251K | 0.0% | N/A | 0.026% | |
| 4/14/2025 | Farther Finance Advisors LLC | 62,077 | $1.69M | 0.0% | +32.1% | 0.171% | |
| 4/14/2025 | Park Avenue Securities LLC | 17,841 | $483K | 0.0% | +97.5% | 0.049% | |
| 4/14/2025 | Eagle Wealth Strategies LLC | 471,548 | $12.76M | 7.8% | N/A | 1.299% | |
| 4/14/2025 | Gemmer Asset Management LLC | 7,547 | $204K | 0.0% | N/A | 0.021% | |
| 4/11/2025 | Verum Partners LLC | 91,216 | $2.47M | 0.7% | +1.1% | 0.251% | |
| 4/10/2025 | Breakwater Capital Group | 156,489 | $4.23M | 0.8% | +4.3% | 0.431% | |
| 4/10/2025 | McGrath & Associates Inc. | 64,495 | $1.75M | 3.2% | -1.3% | 0.178% | |
| 4/9/2025 | Graves Light Lenhart Wealth Inc. | 314,354 | $8.50M | 1.0% | +4.7% | 0.866% | |
| 4/7/2025 | Efficient Frontier Advisors LLC | 32,975 | $892K | 0.6% | +2.7% | 0.091% | |
| 4/3/2025 | Versant Capital Management Inc | 52,777 | $1.43M | 0.2% | +76.9% | 0.148% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,948 | $235K | 0.0% | N/A | 0.025% | |
| 2/20/2025 | Forum Financial Management LP | 32,308 | $847K | 0.0% | +282.8% | 0.144% | |
| 2/19/2025 | Pinney & Scofield Inc. | 40,835 | $1.07M | 0.8% | N/A | 0.181% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 13,137 | $344K | 0.1% | -20.6% | 0.058% | |
| 2/18/2025 | CSS LLC IL | 23,460 | $615K | 0.0% | +9.3% | 0.104% | |
| 2/18/2025 | NCM Capital Management LLC | 12,200 | $320K | 0.1% | +17.3% | 0.054% | |
| 2/17/2025 | Waverly Advisors LLC | 199,104 | $5.22M | 0.1% | -3.8% | 0.885% | |
| 2/17/2025 | True Wealth Design LLC | 807,512 | $21.17M | 8.2% | +2.7% | 3.589% | |
| 2/17/2025 | Lionshead Wealth Management LLC | 9,960 | $261K | 0.2% | N/A | 0.044% | |
| 2/17/2025 | Focus Partners Wealth | 13,670 | $359K | 0.0% | +3.0% | 0.061% | |
| 2/17/2025 | EP Wealth Advisors LLC | 94,729 | $2.48M | 0.0% | N/A | 0.421% | |
| 2/17/2025 | Citadel Advisors LLC | 15,204 | $398K | 0.0% | N/A | 0.068% | |
| 2/17/2025 | Cardiff Park Advisors LLC | 44,091 | $1.16M | 0.1% | +8.3% | 0.196% | |
| 2/17/2025 | Bank of America Corp DE | 51,555 | $1.35M | 0.0% | +14.2% | 0.229% | |
| 2/14/2025 | Jane Street Group LLC | 346,817 | $9.09M | 0.0% | +64.6% | 1.541% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 628,445 | $16.47M | 0.2% | -0.6% | 2.793% | |
| 2/14/2025 | Betterment LLC | 127,388 | $3.34M | 0.0% | +19.4% | 0.566% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 90,230 | $2.37M | 0.0% | -8.6% | 0.401% | |
| 2/14/2025 | Landing Point Financial Group LLC | 9,330 | $251K | 0.2% | N/A | 0.041% | |
| 2/14/2025 | Forum Financial Management LP | 32,308 | $847K | 0.0% | +282.8% | 0.144% | |
| 2/14/2025 | Freedom Investment Management Inc. | 429,399 | $11.26M | 0.9% | -0.5% | 1.908% | |
| 2/14/2025 | GeoWealth Management LLC | 6,998 | $183K | 0.0% | +53.0% | 0.031% | |
| 2/13/2025 | NewEdge Advisors LLC | 164,639 | $4.32M | 0.0% | -5.4% | 0.732% | |
| 2/13/2025 | Rather & Kittrell Inc. | 18,500 | $485K | 0.1% | +4.5% | 0.082% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 25,319 | $664K | 0.1% | N/A | 0.113% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 75,921 | $1.99M | 0.7% | +7.3% | 0.337% | |
| 2/13/2025 | EnRich Financial Partners LLC | 52,621 | $1.38M | 0.5% | -1.0% | 0.234% | |
| 2/13/2025 | Raymond James Financial Inc. | 769,651 | $20.17M | 0.0% | N/A | 3.421% | |
| 2/13/2025 | Bank of Montreal Can | 44,871 | $1.18M | 0.0% | -1.3% | 0.199% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 151,743 | $3.98M | 0.0% | +4.3% | 0.674% | |
| 2/12/2025 | Astra Wealth Partners LLC | 80,237 | $2.10M | 2.0% | N/A | 0.357% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 4,281 | $112K | 0.0% | -12.9% | 0.019% | |
| 2/12/2025 | JPMorgan Chase & Co. | 56,820 | $1.49M | 0.0% | +6.1% | 0.253% | |
| 2/12/2025 | Foundation Wealth Management LLC PA | 45,403 | $1.19M | 0.6% | N/A | 0.202% | |
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| 2/12/2025 | SwitchPoint Financial Planning LLC | 13,697 | $359K | 0.3% | N/A | 0.061% | |
| 2/11/2025 | Clune & Associates LTD. | 12,404 | $325K | 0.1% | N/A | 0.055% | |
| 2/11/2025 | LPL Financial LLC | 22,412 | $587K | 0.0% | +57.8% | 0.100% | |
| 2/11/2025 | von Borstel & Associates Inc. | 187,956 | $4.93M | 1.9% | +57.6% | 0.835% | |
| 2/11/2025 | Millstone Evans Group LLC | 1,731 | $45K | 0.0% | N/A | 0.008% | |
| 2/10/2025 | United Wealth Management LLC | 124,195 | $3.26M | 1.1% | N/A | 0.552% | |
| 2/10/2025 | Corient Private Wealth LLC | 128,538 | $3.37M | 0.0% | +7.1% | 0.571% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,905 | $207K | 0.0% | N/A | 0.035% | |
| 2/10/2025 | Blume Capital Management Inc. | 241,353 | $6.33M | 1.4% | +2.8% | 1.073% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 48,971 | $1.28M | 0.0% | +2.8% | 0.218% | |
