| 10/24/2025 | Gibson Capital LLC | 21,365 | $681K | 0.1% | -33.3% | 0.058% | |
| 10/24/2025 | Vantage Point Financial LLC | 45,265 | $1.44M | 0.6% | -3.4% | 0.123% | |
| 10/24/2025 | Marquette Asset Management LLC | 669,244 | $21.34M | 3.3% | +2.2% | 1.814% | |
| 10/24/2025 | Phillips Financial Management LLC | 6,395 | $204K | 0.0% | +15.6% | 0.017% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 21,471 | $685K | 0.1% | +123.3% | 0.058% | |
| 10/24/2025 | Sterling Financial Planning Inc. | 178,056 | $5.68M | 1.8% | -4.1% | 0.483% | |
| 10/23/2025 | Steigerwald Gordon & Koch Inc. | 862 | $27K | 0.0% | N/A | 0.002% | |
| 10/23/2025 | Lam Group Inc. | 83,260 | $2.66M | 1.6% | -1.6% | 0.226% | |
| 10/23/2025 | Spire Wealth Management | 47,204 | $1.51M | 0.1% | +0.9% | 0.128% | |
| 10/23/2025 | Park Avenue Securities LLC | 27,946 | $891K | 0.0% | N/A | 0.076% | |
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| 10/22/2025 | Index Fund Advisors Inc. | 408,797 | $13.04M | 0.6% | +11.9% | 1.108% | |
| 10/22/2025 | TRU Independence Asset Management 2 LLC | 34,998 | $1.12M | 0.7% | +4.0% | 0.095% | |
| 10/22/2025 | Motco | 6,146 | $196K | 0.0% | -5.0% | 0.017% | |
| 10/22/2025 | Family Investment Center Inc. | 107,564 | $3.43M | 0.7% | +3.2% | 0.292% | |
| 10/22/2025 | Boyce & Associates Wealth Consulting Inc. | 44,618 | $1.42M | 1.2% | -33.6% | 0.121% | |
| 10/21/2025 | Pettinga Financial Advisors LLC | 48,764 | $1.56M | 0.3% | +34.7% | 0.132% | |
| 10/21/2025 | BOS Asset Management LLC | 19,361 | $617K | 0.2% | +5.1% | 0.052% | |
| 10/21/2025 | Mattern Capital Management LLC | 8,555 | $273K | 0.0% | +13.9% | 0.023% | |
| 10/21/2025 | True Wealth Design LLC | 739,518 | $23.58M | 7.2% | -1.0% | 2.004% | |
| 10/21/2025 | Daner Wealth Management LLC | 10,652 | $345K | 0.2% | -3.8% | 0.029% | |
| 10/21/2025 | My Personal CFO LLC | 29,963 | $956K | 0.4% | N/A | 0.081% | |
| 10/20/2025 | Miracle Mile Advisors LLC | 90,472 | $2.89M | 0.0% | N/A | 0.245% | |
| 10/20/2025 | Sax Wealth Advisors LLC | 99,239 | $3.17M | 0.2% | +43.1% | 0.269% | |
| 10/20/2025 | Financial Architects LLC | 260,110 | $8.30M | 4.7% | +2.4% | 0.705% | |
| 10/20/2025 | Clark Asset Management LLC | 39,563 | $1.26M | 0.1% | -2.7% | 0.107% | |
| 10/17/2025 | Maryland Capital Advisors Inc. | 132,498 | $4.23M | 1.5% | +4.7% | 0.359% | |
| 10/17/2025 | Perigon Wealth Management LLC | 45,710 | $1.46M | 0.0% | -12.7% | 0.124% | |
| 10/16/2025 | Cordant Inc. | 166,942 | $5.32M | 2.4% | +2.6% | 0.452% | |
| 10/15/2025 | CWM LLC | 30,464 | $971K | 0.0% | N/A | 0.083% | |
| 10/15/2025 | Vestia Personal Wealth Advisors | 127,149 | $3.76M | 2.0% | +31.5% | 0.345% | |
| 10/15/2025 | Brookstone Capital Management | 10,009 | $319K | 0.0% | N/A | 0.027% | |
| 10/14/2025 | Farther Finance Advisors LLC | 81,917 | $2.61M | 0.0% | +14.2% | 0.222% | |
| 10/14/2025 | McGrath & Associates Inc. | 59,721 | $1.90M | 2.8% | -4.7% | 0.162% | |
| 10/14/2025 | Evanson Asset Management LLC | 531,974 | $16.97M | 1.0% | +11.6% | 1.442% | |
| 10/10/2025 | Mills Wealth Advisors LLC | 159,112 | $5.07M | 2.1% | +5.6% | 0.431% | |
| 10/9/2025 | Wealth Advisors Northwest LLC | 83,030 | $2.65M | 1.3% | -2.4% | 0.225% | |
| 10/7/2025 | Graves Light Lenhart Wealth Inc. | 337,268 | $10.76M | 1.2% | +4.3% | 0.914% | |
| 10/6/2025 | Cambridge Financial Group LLC | 496,696 | $15.84M | 5.1% | -2.8% | 1.372% | |
| 9/26/2025 | Corient Private Wealth LLC | 103,446 | $3.10M | 0.0% | -26.1% | 0.297% | |
| 9/9/2025 | Cambridge Financial Group LLC | 510,972 | $15.32M | 5.8% | +11.1% | 1.468% | |
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| 9/4/2025 | Osaic Holdings Inc. | 42,396 | $1.27M | 0.0% | -37.7% | 0.122% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 56,937 | $1.71M | 0.0% | +567.1% | 0.164% | |
| 8/19/2025 | Asset Dedication LLC | 2,556,229 | $76.66M | 5.6% | +1.2% | 7.345% | |
| 8/15/2025 | Corient Private Wealth LLC | 103,445 | $3.10M | 0.0% | -26.1% | 0.297% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 56,937 | $1.71M | 0.0% | +567.1% | 0.164% | |
| 8/15/2025 | MML Investors Services LLC | 71,626 | $2.15M | 0.0% | +54.4% | 0.206% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 6,956 | $209K | 0.0% | N/A | 0.020% | |
| 8/15/2025 | EP Wealth Advisors LLC | 19,890 | $596K | 0.0% | -56.3% | 0.057% | |
| 8/15/2025 | Bank of America Corp DE | 90,008 | $2.70M | 0.0% | +93.5% | 0.259% | |
| 8/14/2025 | Jane Street Group LLC | 193,883 | $5.82M | 0.0% | -71.2% | 0.557% | |
| 8/14/2025 | NCM Capital Management LLC | 13,950 | $419K | 0.2% | +11.6% | 0.040% | |
| 8/14/2025 | Raymond James Financial Inc. | 877,088 | $26.30M | 0.0% | +5.1% | 2.520% | |
| 8/14/2025 | Betterment LLC | 205,777 | $6.17M | 0.0% | +2.5% | 0.591% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 79,354 | $2.38M | 0.2% | +2.7% | 0.228% | |
| 8/14/2025 | NewEdge Advisors LLC | 144,796 | $4.34M | 0.0% | -4.3% | 0.416% | |
| 8/14/2025 | Acorn Wealth Advisors LLC | 10,265 | $308K | 0.1% | +14.9% | 0.029% | |
| 8/14/2025 | Daner Wealth Management LLC | 11,072 | $344K | 0.2% | N/A | 0.032% | |
| 8/13/2025 | United Wealth Management LLC | 152,898 | $4.59M | 1.3% | +2.3% | 0.439% | |
| 8/13/2025 | Baird Financial Group Inc. | 28,680 | $860K | 0.0% | +26.9% | 0.082% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 26,018 | $780K | 0.0% | N/A | 0.075% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 548,406 | $16.45M | 0.2% | -1.0% | 1.576% | |
| 8/13/2025 | ARK & TLK Investments LLC | 10,461 | $314K | 0.1% | N/A | 0.030% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 82,770 | $2.48M | 0.0% | +29.7% | 0.238% | |
| 8/12/2025 | Vestor Capital LLC | 27,470 | $824K | 0.0% | +642.4% | 0.079% | |
| 8/12/2025 | JPMorgan Chase & Co. | 56,216 | $1.69M | 0.0% | -20.5% | 0.162% | |
| 8/11/2025 | Root Financial Partners LLC | 239,147 | $7.17M | 0.7% | -37.2% | 0.687% | |
| 8/11/2025 | Foundation Wealth Management LLC PA | 35,944 | $1.08M | 0.5% | -19.9% | 0.103% | |
| 8/8/2025 | Tortoise Investment Management LLC | 181,634 | $5.45M | 0.5% | +12.2% | 0.522% | |
| 8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 82,305 | $2.47M | 0.6% | +0.6% | 0.237% | |
| 8/7/2025 | Timonier Family Office LTD. | 139,155 | $4.17M | 1.6% | +10.1% | 0.400% | |
| 8/7/2025 | Allworth Financial LP | 73,565 | $2.21M | 0.0% | -3.2% | 0.211% | |
| 8/6/2025 | True Wealth Design LLC | 746,985 | $22.40M | 7.9% | -7.3% | 2.147% | |
| 8/6/2025 | AE Wealth Management LLC | 301,362 | $9.04M | 0.1% | +12.7% | 0.866% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 421,062 | $12.63M | 0.2% | +107.5% | 1.210% | |
| 8/6/2025 | Savant Capital LLC | 93,378 | $2.80M | 0.0% | -12.1% | 0.268% | |
| 8/6/2025 | Cloud Capital Management LLC | 7,477 | $226K | 0.1% | +5.4% | 0.021% | |
| 8/5/2025 | Astra Wealth Partners LLC | 77,931 | $2.34M | 1.8% | -5.8% | 0.224% | |
| 8/5/2025 | Sensible Money LLC | 688,611 | $20.65M | 7.8% | +8.1% | 1.979% | |
| 8/5/2025 | Dravo Bay LLC | 97,142 | $2.99M | 1.4% | -0.9% | 0.279% | |
| 8/4/2025 | Integrity Alliance LLC. | 99,612 | $2.99M | 0.2% | -0.6% | 0.286% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,617 | $288K | 0.0% | N/A | 0.028% | |
| 8/4/2025 | Spire Wealth Management | 46,762 | $1.40M | 0.1% | -2.3% | 0.134% | |
| 8/1/2025 | Motco | 6,472 | $195K | 0.0% | N/A | 0.019% | |
| 8/1/2025 | Austin Private Wealth LLC | 13,242 | $397K | 0.0% | +14.7% | 0.038% | |
| 8/1/2025 | Clark Asset Management LLC | 40,644 | $1.22M | 0.2% | +5.4% | 0.117% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 137,323 | $4.12M | 0.0% | +4.5% | 0.395% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 16,450 | $493K | 0.0% | -3.1% | 0.047% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 84,609 | $2.54M | 1.0% | +11.4% | 0.243% | |
| 7/31/2025 | Opes Wealth Management LLC | 335,130 | $10.05M | 1.8% | +1.3% | 0.963% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 537,847 | $16.13M | 4.4% | +12.9% | 1.546% | |
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| 7/30/2025 | EnRich Financial Partners LLC | 51,213 | $1.54M | 0.5% | -3.9% | 0.147% | |
| 7/30/2025 | Freedom Investment Management Inc. | 403,824 | $12.11M | 1.0% | -5.5% | 1.160% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 10,668 | $320K | 0.0% | +8.6% | 0.031% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 539,495 | $16.18M | 0.6% | +9.9% | 1.550% | |
| 7/30/2025 | Blume Capital Management Inc. | 260,708 | $7.82M | 1.6% | +1.4% | 0.749% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 150,625 | $4.52M | 2.1% | +15.8% | 0.433% | |
| 7/29/2025 | Unison Advisors LLC | 18,813 | $564K | 0.1% | -4.5% | 0.054% | |
| 7/29/2025 | Grunden Financial Advisory Inc. | 32,628 | $979K | 0.4% | +25.0% | 0.094% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 83,980 | $2.61M | 0.1% | +2.8% | 0.241% | |
| 7/29/2025 | Schubert & Co | 19,115 | $573K | 0.4% | -44.3% | 0.055% | |