| 5/1/2025 | Prism Advisors Inc. | 526,952 | $20.74M | 6.4% | -2.1% | 0.215% | |
| 5/1/2025 | Peirce Capital Management LLC | 364,714 | $14.36M | 7.1% | -0.9% | 0.149% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 12,623 | $497K | 0.2% | +56.9% | 0.005% | |
| 5/1/2025 | Ballentine Partners LLC | 14,023 | $552K | 0.0% | -8.4% | 0.006% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 75,786 | $2.98M | 1.9% | -1.8% | 0.031% | |
| 5/1/2025 | ARK & TLK Investments LLC | 52,501 | $2.07M | 0.7% | +6.2% | 0.021% | |
| 5/1/2025 | Riversedge Advisors LLC | 23,393 | $921K | 0.2% | -95.5% | 0.010% | |
| 5/1/2025 | Lane & Associates LLC | 153,257 | $6.03M | 3.3% | -4.7% | 0.063% | |
| 5/1/2025 | Fonville Wealth Management LLC | 227,782 | $8.97M | 2.6% | +7.5% | 0.093% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 286,264 | $11.27M | 8.5% | +5.3% | 0.117% | |
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| 4/30/2025 | Cerity Partners LLC | 2,657,547 | $104.60M | 0.2% | +3.7% | 1.086% | |
| 4/30/2025 | Phillips Financial Management LLC | 175,143 | $6.89M | 0.5% | +2.1% | 0.072% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 35,719 | $1.41M | 1.1% | -26.8% | 0.015% | |
| 4/30/2025 | Financial Synergies Wealth Advisors Inc. | 60,705 | $2.39M | 0.3% | +1.0% | 0.025% | |
| 4/30/2025 | Vision Capital Management Inc. | 10,931 | $430K | 0.1% | -17.3% | 0.004% | |
| 4/30/2025 | Peoples Bank OH | 32,417 | $1.28M | 0.8% | N/A | 0.013% | |
| 4/30/2025 | Narus Financial Partners LLC | 7,521 | $296K | 0.1% | -20.3% | 0.003% | |
| 4/30/2025 | Allworth Financial LP | 506,857 | $20.14M | 0.1% | +0.5% | 0.207% | |
| 4/30/2025 | Index Fund Advisors Inc. | 3,192,081 | $125.64M | 7.8% | -11.8% | 1.304% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 225,415 | $8.94M | 1.5% | +1.2% | 0.092% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 42,523 | $1.67M | 0.0% | N/A | 0.017% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 27,496 | $1.08M | 0.1% | -3.0% | 0.011% | |
| 4/30/2025 | Graver Capital Management LLC | 93,794 | $3.69M | 3.8% | +3.9% | 0.038% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 105,791 | $4.16M | 2.4% | +5.5% | 0.043% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 27,325 | $1.08M | 0.0% | +1.2% | 0.011% | |
| 4/30/2025 | M&T Bank Corp | 59,241 | $2.33M | 0.0% | -2.7% | 0.024% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 69,379 | $2.73M | 0.0% | -0.5% | 0.028% | |
| 4/30/2025 | Aurelius Family Office LLC | 50,326 | $1.98M | 1.0% | -2.8% | 0.021% | |
| 4/30/2025 | Brown Advisory Inc. | 5,620 | $221K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 6,270 | $247K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Interchange Capital Partners LLC | 53,623 | $2.11M | 0.6% | N/A | 0.022% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,025,999 | $788.22M | 0.3% | -2.1% | 8.181% | |
| 4/29/2025 | Tradewinds LLC. | 117,456 | $4.62M | 1.3% | N/A | 0.048% | |
| 4/29/2025 | Cloud Capital Management LLC | 43,705 | $1.72M | 1.2% | N/A | 0.018% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 708,766 | $27.90M | 4.6% | +0.9% | 0.290% | |
| 4/29/2025 | Sutton Place Investors LLC | 18,350 | $722K | 0.5% | +10.5% | 0.007% | |
| 4/29/2025 | Bank of New York Mellon Corp | 32,962 | $1.30M | 0.0% | +15.0% | 0.013% | |
| 4/29/2025 | World Investment Advisors | 22,532 | $887K | 0.0% | +26.1% | 0.009% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 1,697,095 | $65.56M | 8.7% | -1.8% | 0.693% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 15,089 | $594K | 0.1% | +4.1% | 0.006% | |
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| 4/29/2025 | Morris Financial Concepts Inc. | 17,059 | $671K | 0.3% | +117.8% | 0.007% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 23,873 | $940K | 0.5% | -3.7% | 0.010% | |
| 4/29/2025 | Brookstone Capital Management | 84,729 | $3.34M | 0.0% | N/A | 0.035% | |
| 4/29/2025 | Tilson Financial Group Inc. | 102,811 | $4.05M | 1.6% | +3.9% | 0.042% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 29,634 | $1.17M | 0.0% | -0.9% | 0.012% | |
| 4/29/2025 | Baker Boyer National Bank | 220,723 | $8.69M | 3.2% | -1.1% | 0.090% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 37,349 | $1.48M | 0.1% | +8.0% | 0.015% | |
| 4/29/2025 | Aviance Capital Partners LLC | 62,172 | $2.45M | 0.3% | +5.7% | 0.025% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 315,493 | $12.42M | 4.5% | +11.8% | 0.129% | |
| 4/28/2025 | D.A. Davidson & CO. | 21,941 | $864K | 0.0% | +1.9% | 0.009% | |
| 4/28/2025 | Clark Asset Management LLC | 22,552 | $888K | 0.1% | +10.1% | 0.009% | |
| 4/28/2025 | Able Wealth Management LLC | 17,500 | $689K | 0.4% | +3.8% | 0.007% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 45,660 | $1.80M | 1.0% | -1.3% | 0.019% | |
| 4/28/2025 | Clune & Associates LTD. | 323,687 | $12.74M | 3.9% | +5.1% | 0.132% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 5,843 | $230K | 0.0% | -6.0% | 0.002% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 80,663 | $2.96M | 1.2% | +3.5% | 0.033% | |
| 4/28/2025 | ABLE Financial Group LLC | 159,497 | $6.28M | 1.8% | +13.8% | 0.065% | |
| 4/25/2025 | Mather Group LLC. | 163,935 | $6.45M | 0.1% | +177.7% | 0.067% | |
| 4/25/2025 | Heritage Investment Group Inc. | 5,567 | $219K | 0.0% | N/A | 0.002% | |
| 4/25/2025 | Oceanside Advisors LLC | 176,165 | $6.93M | 5.0% | +3.3% | 0.072% | |
| 4/25/2025 | EnRich Financial Partners LLC | 305,341 | $12.02M | 4.0% | -1.2% | 0.125% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 257,794 | $10.15M | 1.3% | -1.1% | 0.105% | |
| 4/25/2025 | Northwest Wealth Management LLC | 241,306 | $9.50M | 1.9% | +5.0% | 0.099% | |
| 4/25/2025 | Trademark Financial Management LLC | 54,186 | $2.13M | 1.6% | +284.7% | 0.022% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 73,353 | $2.89M | 0.1% | +289.5% | 0.030% | |
| 4/25/2025 | L.K. Benson & Company P.C. | 75,330 | $2.97M | 2.1% | +1.1% | 0.031% | |
| 4/25/2025 | Root Financial Partners LLC | 658,210 | $25.89M | 2.8% | +7.0% | 0.269% | |
| 4/25/2025 | Journey Beyond Wealth LLC | 72,095 | $2.84M | 2.7% | +6.5% | 0.029% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 101,592 | $4.00M | 3.1% | +5.1% | 0.042% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 119,737 | $4.71M | 3.1% | +1.9% | 0.049% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 1,512,687 | $59.49M | 3.7% | +4.9% | 0.618% | |
| 4/24/2025 | Financial Futures Ltd Liability Co. | 163,443 | $6.43M | 3.6% | +0.9% | 0.067% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 14,242 | $561K | 0.2% | +88.4% | 0.006% | |
| 4/24/2025 | Stone Summit Wealth LLC | 160,962 | $6.34M | 2.1% | +12.4% | 0.066% | |
| 4/24/2025 | Falcon Wealth Planning | 1,200,928 | $47.27M | 5.3% | +3.3% | 0.492% | |
| 4/24/2025 | Tranquility Partners LLC | 10,296 | $405K | 0.2% | -2.9% | 0.004% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 35,768 | $1.41M | 0.5% | N/A | 0.015% | |
| 4/23/2025 | Austin Asset Management Co Inc | 212,896 | $8.38M | 1.8% | +2.0% | 0.087% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 636,012 | $25.03M | 0.2% | +14.6% | 0.260% | |
| 4/23/2025 | Pure Financial Advisors LLC | 7,864 | $310K | 0.0% | -11.6% | 0.003% | |
| 4/23/2025 | SOL Capital Management CO | 35,300 | $1.39M | 0.2% | +7.0% | 0.014% | |
| 4/23/2025 | Perigon Wealth Management LLC | 120,625 | $4.75M | 0.1% | +9.8% | 0.049% | |
| 4/23/2025 | Spire Wealth Management | 96,777 | $3.81M | 0.1% | -5.4% | 0.040% | |
| 4/23/2025 | Timonier Family Office LTD. | 143,181 | $5.64M | 2.5% | -2.2% | 0.059% | |
| 4/23/2025 | Mattern Capital Management LLC | 8,059 | $317K | 0.0% | +13.6% | 0.003% | |
| 4/23/2025 | Mattern Wealth Management LLC | 89,351 | $3.52M | 0.8% | +12.3% | 0.037% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 356,780 | $14.04M | 4.4% | +2.8% | 0.146% | |
| 4/23/2025 | Symmetry Partners LLC | 83,430 | $3.28M | 0.5% | -3.6% | 0.034% | |
| 4/23/2025 | PBMares Wealth Management LLC | 436,600 | $17.19M | 3.4% | -2.7% | 0.179% | |
| 4/23/2025 | Balboa Wealth Partners | 5,308 | $209K | 0.1% | N/A | 0.002% | |
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| 4/23/2025 | G2 Capital Management LLC OH | 157,903 | $6.22M | 1.9% | +4.9% | 0.065% | |
| 4/23/2025 | Family Legacy Inc. | 150,550 | $5.93M | 2.0% | +139.0% | 0.062% | |
| 4/23/2025 | Embree Financial Group | 42,682 | $1.68M | 0.3% | +126.5% | 0.017% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 5,307 | $209K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Vantage Point Financial LLC | 39,400 | $1.55M | 0.8% | +14.1% | 0.016% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 146,973 | $5.79M | 4.2% | +32.4% | 0.060% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 440,181 | $17.33M | 8.8% | +2.8% | 0.180% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 44,780 | $1.76M | 0.1% | +0.7% | 0.018% | |
| 4/22/2025 | Whalen Wealth Management Inc. | 110,675 | $4.36M | 2.9% | N/A | 0.045% | |
| 4/22/2025 | Encompass Wealth Advisors LLC | 23,551 | $927K | 0.4% | -1.8% | 0.010% | |
