| 7/18/2025 | Meritas Wealth Management LLC | 4,788 | $200K | 0.1% | N/A | 0.021% | |
| 7/18/2025 | PBMares Wealth Management LLC | 30,290 | $1.27M | 0.2% | -2.1% | 0.135% | |
| 7/18/2025 | FMB Wealth Management | 29,242 | $1.22M | 0.6% | -2.1% | 0.131% | |
| 7/18/2025 | BCU Wealth Advisors LLC | 96,949 | $4.05M | 1.8% | +16.7% | 0.433% | |
| 7/17/2025 | Northwest Wealth Management LLC | 16,991 | $710K | 0.1% | +1.8% | 0.076% | |
| 7/17/2025 | Global Trust Asset Management LLC | 2,900 | $121K | 0.1% | +2,800.0% | 0.013% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 48,010 | $2.01M | 0.9% | +6.3% | 0.215% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 35,279 | $1.48M | 0.1% | -1.9% | 0.158% | |
| 7/17/2025 | XY Planning Network Inc. | 19,416 | $812K | 0.3% | +8.5% | 0.087% | |
| 7/17/2025 | Blossom Wealth Management | 7,753 | $324K | 0.6% | +12.6% | 0.035% | |
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| 7/16/2025 | TRU Independence Asset Management 2 LLC | 20,023 | $837K | 0.6% | -49.3% | 0.090% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 31,286 | $1.31M | 0.8% | +15.1% | 0.140% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 5,710 | $239K | 0.1% | +602.3% | 0.026% | |
| 7/16/2025 | Five Oceans Advisors | 254,918 | $10.66M | 4.5% | +3.5% | 1.141% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 382,545 | $15.99M | 4.4% | +7.1% | 1.712% | |
| 7/15/2025 | Level Financial Advisors | 199,579 | $8.34M | 2.6% | +6.6% | 0.893% | |
| 7/15/2025 | Total Wealth Planning LLC | 21,509 | $899K | 0.1% | -27.3% | 0.096% | |
| 7/15/2025 | Vestment Financial LLC | 130,432 | $5.45M | 3.5% | +5.6% | 0.584% | |
| 7/15/2025 | Maseco LLP | 1,866 | $78K | 0.0% | N/A | 0.008% | |
| 7/15/2025 | Fortitude Family Office LLC | 243,967 | $10.20M | 3.3% | +67.1% | 1.092% | |
| 7/14/2025 | KFG Wealth Management LLC | 194,955 | $8.15M | 1.3% | +2.4% | 0.873% | |
| 7/14/2025 | Park Avenue Securities LLC | 68,750 | $2.87M | 0.0% | N/A | 0.308% | |
| 7/14/2025 | Shearwater Capital LLC | 39,773 | $1.66M | 1.0% | +1.0% | 0.178% | |
| 7/11/2025 | Scratch Capital LLC | 234,900 | $9.82M | 8.0% | +25.0% | 1.055% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 350,435 | $14.65M | 6.8% | -0.3% | 1.573% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,107 | $130K | 0.0% | N/A | 0.014% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,059 | $1.25M | 0.0% | -2.4% | 0.135% | |
| 7/9/2025 | Krilogy Financial LLC | 104,458 | $4.37M | 0.3% | +1.6% | 0.469% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 290,171 | $12.13M | 2.0% | +2.2% | 1.303% | |
| 7/9/2025 | HFG Wealth Management LLC | 10,920 | $460K | 0.3% | +2.3% | 0.049% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 64,038 | $2.68M | 0.9% | +15.1% | 0.288% | |
| 7/8/2025 | Apella Capital LLC | 167,513 | $6.98M | 0.2% | +0.9% | 0.755% | |
| 7/3/2025 | CPA Asset Management LLC | 432,044 | $18.06M | 7.6% | +2.3% | 1.961% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 118,619 | $5.00M | 0.0% | +60.6% | 0.539% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 45,172 | $1.90M | 0.9% | N/A | 0.214% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,302 | $181K | 0.0% | N/A | 0.020% | |
| 5/19/2025 | Jane Street Group LLC | 8,796 | $370K | 0.0% | N/A | 0.042% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 118,619 | $5.00M | 0.0% | +60.6% | 0.561% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,877 | $121K | 0.0% | N/A | 0.014% | |
| 5/16/2025 | NewEdge Advisors LLC | 31,474 | $1.33M | 0.0% | +14.2% | 0.149% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 4,692 | $198K | 0.0% | +7.6% | 0.022% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 28,763 | $1.21M | 0.0% | +28.4% | 0.136% | |
| 5/15/2025 | Royal Bank of Canada | 15,742 | $663K | 0.0% | +8.5% | 0.074% | |
| 5/15/2025 | Betterment LLC | 8,565 | $361K | 0.0% | +19.9% | 0.040% | |
| 5/15/2025 | Tortoise Investment Management LLC | 20,888 | $880K | 0.1% | +12.0% | 0.099% | |
| 5/14/2025 | CreativeOne Wealth LLC | 22,020 | $927K | 0.0% | +24.6% | 0.104% | |
| 5/14/2025 | Entrewealth LLC | 48,074 | $2.02M | 1.6% | +33.1% | 0.227% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 789,684 | $33.25M | 4.6% | -1.0% | 3.734% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 5,393 | $227K | 0.0% | N/A | 0.025% | |
| 5/14/2025 | Flow Traders U.S. LLC | 66,440 | $2.80M | 0.1% | -37.1% | 0.314% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 8,021 | $338K | 0.0% | +36.2% | 0.038% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 21,503 | $906K | 0.1% | +27.6% | 0.102% | |
| 5/12/2025 | Berger Financial Group Inc | 4,898 | $206K | 0.0% | -13.0% | 0.023% | |
| 5/12/2025 | Townsquare Capital LLC | 8,224 | $346K | 0.0% | N/A | 0.039% | |
| 5/9/2025 | Pinney & Scofield Inc. | 400,986 | $16.89M | 12.2% | +14.1% | 1.896% | |
| 5/9/2025 | Geometric Wealth Advisors | 497,976 | $20.97M | 3.6% | +10.4% | 2.354% | |
| 5/9/2025 | Hemington Wealth Management | 719,376 | $30.29M | 4.7% | +189.6% | 3.401% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 46,780 | $1.97M | 0.1% | +7.8% | 0.221% | |
| 5/9/2025 | Plan Group Financial LLC | 136,740 | $5.76M | 2.1% | +11.3% | 0.647% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 813 | $34K | 0.0% | -75.1% | 0.004% | |
| 5/7/2025 | AWM Capital LLC | 77,540 | $3.27M | 0.4% | +6.3% | 0.367% | |
| 5/7/2025 | Nemes Rush Group LLC | 2,453 | $103K | 0.0% | +153.1% | 0.012% | |
| 5/7/2025 | Drive Wealth Management LLC | 8,453 | $356K | 0.1% | -8.4% | 0.040% | |
| 5/6/2025 | Physician Wealth Solutions Inc. | 351,418 | $14.80M | 7.4% | -1.0% | 1.662% | |
| 5/5/2025 | IFP Advisors Inc | 100,791 | $4.24M | 0.1% | -9.8% | 0.477% | |
| 5/5/2025 | Nwam LLC | 39,665 | $1.67M | 0.1% | +15.0% | 0.188% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 8,013 | $337K | 0.1% | -59.7% | 0.038% | |
| 5/2/2025 | Forum Financial Management LP | 85,798 | $3.61M | 0.1% | +3.9% | 0.406% | |
| 5/2/2025 | Concord Wealth Partners | 1,190 | $50K | 0.0% | N/A | 0.006% | |
| 5/2/2025 | MB Generational Wealth LLC | 5,369 | $226K | 0.2% | N/A | 0.025% | |
| 5/2/2025 | Larson Financial Group LLC | 234,463 | $9.87M | 0.5% | -10.2% | 1.109% | |
| 5/2/2025 | SageOak Financial LLC | 9,686 | $408K | 0.4% | -2.6% | 0.046% | |
| 5/1/2025 | Austin Wealth Management LLC | 241,472 | $10.07M | 2.0% | +8.7% | 1.142% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 27,193 | $1.15M | 0.9% | +6.8% | 0.129% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 39,498 | $1.66M | 1.2% | -27.7% | 0.187% | |
| 4/30/2025 | Stratos Investment Management LLC | 326,994 | $13.77M | 0.7% | +6.2% | 1.546% | |
| 4/30/2025 | Core Wealth Management Inc. | 209,407 | $8.82M | 3.4% | +3.9% | 0.990% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 18,554 | $781K | 0.0% | +29.4% | 0.088% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 125,011 | $5.26M | 1.9% | +29.5% | 0.591% | |
| 4/28/2025 | Sensible Financial Planning & Management LLC. | 185,332 | $7.81M | 1.6% | +6.7% | 0.876% | |
| 4/28/2025 | TCP Asset Management LLC | 34,298 | $1.44M | 0.3% | +11.2% | 0.162% | |
| 4/25/2025 | Yardley Wealth Management LLC | 241,401 | $10.17M | 6.0% | -11.7% | 1.141% | |
| 4/25/2025 | Northwest Wealth Management LLC | 16,684 | $703K | 0.1% | -10.2% | 0.079% | |
| 4/25/2025 | Root Financial Partners LLC | 27,670 | $1.17M | 0.1% | -9.8% | 0.131% | |
| 4/24/2025 | Heirloom Wealth Management | 1,025,828 | $43.20M | 12.4% | -2.4% | 4.850% | |
| 4/23/2025 | Onyx Financial Advisors LLC | 25,565 | $1.08M | 0.6% | +4.9% | 0.121% | |
| 4/23/2025 | Saxony Capital Management LLC | 53,086 | $2.24M | 2.0% | +236.6% | 0.251% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 357,263 | $15.05M | 4.7% | +3.3% | 1.691% | |
| 4/23/2025 | PBMares Wealth Management LLC | 30,926 | $1.30M | 0.3% | -1.1% | 0.146% | |
| 4/23/2025 | Blossom Wealth Management | 6,886 | $290K | 0.6% | +25.6% | 0.033% | |
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| 4/23/2025 | Crewe Advisors LLC | 945 | $40K | 0.0% | N/A | 0.004% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 3,901 | $164K | 0.0% | N/A | 0.018% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 6,531 | $275K | 0.1% | -26.4% | 0.031% | |
| 4/22/2025 | Aspire Private Capital LLC | 10,969 | $462K | 0.1% | +2.6% | 0.052% | |
| 4/22/2025 | XY Planning Network Inc. | 17,895 | $754K | 0.5% | +1.7% | 0.085% | |
| 4/21/2025 | CPA Asset Management LLC | 422,132 | $17.78M | 7.8% | +0.3% | 1.998% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 284,005 | $11.96M | 2.0% | +0.3% | 1.344% | |
| 4/18/2025 | Planning Center Inc. | 849,966 | $35.79M | 4.2% | +12.7% | 4.023% | |
| 4/18/2025 | Five Oceans Advisors | 246,180 | $10.37M | 5.0% | -26.3% | 1.165% | |
| 4/17/2025 | BCU Wealth Advisors LLC | 83,097 | $3.50M | 1.8% | -7.1% | 0.393% | |
