| 6/6/2025 | Blue Oak Capital LLC | 270,225 | $8.26M | 4.6% | -7.2% | 0.242% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 71,012 | $2.17M | 1.1% | N/A | 0.064% | |
| 5/22/2025 | BOS Asset Management LLC | 341,169 | $10.43M | 3.6% | +7.4% | 0.306% | |
| 5/19/2025 | Jane Street Group LLC | 18,200 | $556K | 0.0% | -63.7% | 0.016% | |
| 5/19/2025 | Advisory Alpha LLC | 338,216 | $10.34M | 0.4% | +14.7% | 0.303% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 55,817 | $1.63M | 0.6% | -3.2% | 0.050% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 46,828 | $1.43M | 0.0% | +20.2% | 0.043% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 27,027 | $826K | 0.0% | N/A | 0.025% | |
| 5/16/2025 | Plancorp LLC | 45,531 | $1.39M | 0.1% | N/A | 0.042% | |
| 5/16/2025 | NewEdge Advisors LLC | 682,123 | $20.85M | 0.1% | -20.2% | 0.626% | |
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| 5/16/2025 | Jentner Corp | 730,768 | $22.34M | 6.7% | -0.3% | 0.671% | |
| 5/15/2025 | EP Wealth Advisors LLC | 6,473,128 | $197.88M | 1.6% | +27.6% | 5.941% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 47,028 | $1.44M | 0.0% | -10.3% | 0.043% | |
| 5/15/2025 | Royal Bank of Canada | 11,631 | $356K | 0.0% | +22.6% | 0.011% | |
| 5/15/2025 | Betterment LLC | 501,309 | $15.33M | 0.0% | +14.5% | 0.460% | |
| 5/15/2025 | Tumwater Wealth Management LLC | 812,329 | $24.83M | 13.0% | +1.8% | 0.746% | |
| 5/15/2025 | Tortoise Investment Management LLC | 15,437 | $472K | 0.0% | +31.0% | 0.014% | |
| 5/14/2025 | RB Capital Management LLC | 10,097 | $309K | 0.1% | +25.3% | 0.009% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 26,512 | $810K | 0.3% | +191.5% | 0.024% | |
| 5/14/2025 | Envision Financial Planning LLC | 97,898 | $2.99M | 1.5% | +1.8% | 0.090% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,031 | $32K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 221,292 | $6.77M | 0.5% | +6.8% | 0.203% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 522,864 | $15.98M | 1.7% | +6.9% | 0.480% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 109,656 | $3.35M | 2.4% | +2.8% | 0.101% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 22,963 | $702K | 0.0% | +25.5% | 0.021% | |
| 5/13/2025 | Cowa LLC | 29,486 | $901K | 0.4% | N/A | 0.027% | |
| 5/13/2025 | Oder Investment Management LLC | 7,848 | $240K | 0.2% | N/A | 0.007% | |
| 5/13/2025 | American Investment Services Inc. | 112,161 | $3.43M | 0.6% | +22.0% | 0.103% | |
| 5/13/2025 | Francis Financial Inc. | 414,651 | $12.68M | 3.1% | +11.0% | 0.381% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 19,988 | $611K | 0.7% | +7.7% | 0.018% | |
| 5/13/2025 | HighTower Advisors LLC | 1,616,155 | $49.41M | 0.1% | +8.1% | 1.483% | |
| 5/12/2025 | Mustard Seed Financial LLC | 151,728 | $4.64M | 3.7% | +6.9% | 0.139% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 22,200 | $679K | 0.0% | +11.0% | 0.020% | |
| 5/12/2025 | Linscomb Wealth Inc. | 253,982 | $7.76M | 0.4% | +149.5% | 0.233% | |
| 5/12/2025 | Berger Financial Group Inc | 31,185 | $953K | 0.1% | +7.3% | 0.029% | |
| 5/12/2025 | Johnson Financial Group LLC | 6,561 | $201K | 0.0% | N/A | 0.006% | |
| 5/12/2025 | Townsquare Capital LLC | 20,062 | $613K | 0.0% | N/A | 0.018% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 1,816,827 | $55.54M | 5.6% | +8.2% | 1.668% | |
| 5/12/2025 | Truepoint Inc. | 2,742,906 | $83.85M | 2.3% | +22.4% | 2.518% | |
| 5/12/2025 | AlphaCore Capital LLC | 3,889 | $119K | 0.0% | N/A | 0.004% | |
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| 5/9/2025 | Keb Asset Management LLC | 8,467 | $259K | 0.1% | -27.8% | 0.008% | |
| 5/9/2025 | VeraBank N.A. | 436,834 | $13.35M | 3.7% | +7.3% | 0.401% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 394,604 | $11.53M | 0.4% | +3.0% | 0.362% | |
| 5/9/2025 | Pinney & Scofield Inc. | 101,051 | $3.09M | 2.2% | +26.4% | 0.093% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 570,745 | $17.45M | 0.6% | +18.2% | 0.524% | |
| 5/9/2025 | McMill Wealth Management | 47,529 | $1.45M | 0.5% | +22.8% | 0.044% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 5,137 | $157K | 0.1% | -27.2% | 0.005% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 3,100 | $95K | 0.1% | N/A | 0.003% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 6,165 | $188K | 0.0% | -33.4% | 0.006% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 138,516 | $4.23M | 1.2% | +29.0% | 0.127% | |
| 5/9/2025 | Liberty Wealth Management LLC | 1,244,374 | $38.04M | 0.7% | +202.4% | 1.142% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 191,579 | $5.86M | 4.1% | +9.5% | 0.176% | |
| 5/8/2025 | Modera Wealth Management LLC | 172,675 | $5.28M | 0.1% | -0.7% | 0.158% | |
| 5/8/2025 | Aegis Wealth Management LLC | 20,039 | $613K | 0.4% | +74.1% | 0.018% | |
| 5/8/2025 | Eastern Bank | 97,858 | $2.99M | 0.1% | -89.3% | 0.090% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 13,693 | $419K | 0.1% | -44.0% | 0.013% | |
| 5/7/2025 | Seneschal Advisors LLC | 14,124 | $432K | 0.4% | +5.0% | 0.013% | |
| 5/7/2025 | LPL Financial LLC | 1,293,677 | $39.55M | 0.0% | +20.5% | 1.187% | |
| 5/7/2025 | Panoramic Investment Advisors LLC | 87,382 | $2.67M | 1.8% | +10.4% | 0.080% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 1,726,716 | $52.79M | 0.3% | +30.7% | 1.585% | |
| 5/6/2025 | Compass Financial Group Inc. | 70,718 | $2.16M | 1.1% | +15.6% | 0.065% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 209,944 | $6.42M | 2.8% | +32.3% | 0.193% | |
| 5/6/2025 | Redwood Park Advisors LLC | 115,133 | $3.52M | 2.8% | +2.3% | 0.106% | |
| 5/6/2025 | Golden Bell Financial Planning LLC | 186,982 | $5.72M | 5.6% | +7.5% | 0.172% | |
| 5/6/2025 | Choreo LLC | 14,623 | $447K | 0.0% | +34.8% | 0.013% | |
| 5/5/2025 | PCA Investment Advisory Services Inc. | 51,046 | $1.56M | 0.8% | +32.7% | 0.047% | |
| 5/5/2025 | Aire Advisors LLC | 24,995 | $764K | 0.2% | +7.7% | 0.023% | |
| 5/5/2025 | Formidable Asset Management LLC | 15,865 | $485K | 0.1% | +6.7% | 0.015% | |
| 5/5/2025 | Private Advisor Group LLC | 75,623 | $2.31M | 0.0% | +13.6% | 0.069% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 94,786 | $2.90M | 0.9% | +19.7% | 0.087% | |
| 5/2/2025 | Forum Financial Management LP | 19,085 | $583K | 0.0% | -9.2% | 0.018% | |
| 5/2/2025 | Cable Hill Partners LLC | 1,774,258 | $51.60M | 5.0% | +4.3% | 1.629% | |
| 5/2/2025 | DecisionPoint Financial LLC | 1,207 | $37K | 0.0% | +190.8% | 0.001% | |
| 5/2/2025 | BIP Wealth LLC | 69,754 | $2.13M | 0.1% | +28.2% | 0.064% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 25,470 | $741K | 0.1% | N/A | 0.023% | |
| 5/2/2025 | Larson Financial Group LLC | 234,908 | $7.18M | 0.3% | -6.3% | 0.216% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 7,484 | $229K | 0.1% | N/A | 0.007% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 2,818,433 | $86.16M | 12.2% | +7.0% | 2.587% | |
| 5/2/2025 | Melfa Wealth Management Inc. | 18,337 | $561K | 0.4% | -15.1% | 0.017% | |
| 5/2/2025 | BluePointe Capital Management LLC | 77,809 | $2.38M | 0.9% | +133.4% | 0.071% | |
| 5/2/2025 | LJI Wealth Management LLC | 33,232 | $1.02M | 0.2% | +81.1% | 0.031% | |
| 5/2/2025 | Lauer Wealth LLC | 258,150 | $7.51M | 5.9% | +13.0% | 0.237% | |
| 5/1/2025 | Legacy Financial Group Inc. | 203,058 | $6.21M | 2.0% | +7.6% | 0.186% | |
| 5/1/2025 | LRI Investments LLC | 199,943 | $6.11M | 0.5% | -5.2% | 0.184% | |
| 5/1/2025 | CWM LLC | 1,605 | $49K | 0.0% | +962.9% | 0.001% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 42,326 | $1.29M | 1.0% | +19.3% | 0.039% | |
| 4/30/2025 | Cerity Partners LLC | 845,838 | $25.86M | 0.1% | +47.7% | 0.776% | |
| 4/30/2025 | Phillips Financial Management LLC | 1,236,631 | $37.80M | 2.9% | +8.6% | 1.135% | |
| 4/30/2025 | Allworth Financial LP | 267,905 | $7.77M | 0.0% | +24.0% | 0.246% | |
| 4/30/2025 | Index Fund Advisors Inc. | 981,161 | $29.99M | 1.9% | +6.7% | 0.901% | |
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| 4/30/2025 | Mraz Amerine & Associates Inc. | 72,827 | $2.21M | 0.4% | -2.3% | 0.067% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 26,298 | $804K | 0.0% | +17.4% | 0.024% | |
| 4/30/2025 | Aurelius Family Office LLC | 9,144 | $280K | 0.1% | -64.9% | 0.008% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 152,994 | $4.68M | 0.0% | +59.0% | 0.140% | |
| 4/29/2025 | Cloud Capital Management LLC | 2,585 | $79K | 0.1% | N/A | 0.002% | |
| 4/29/2025 | Stage Harbor Financial LLC | 491,275 | $15.02M | 12.7% | +13.0% | 0.451% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 59,079 | $1.81M | 0.8% | +11.7% | 0.054% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 80,301 | $2.46M | 1.3% | +10.9% | 0.074% | |
| 4/29/2025 | Tilson Financial Group Inc. | 755,688 | $23.10M | 9.1% | +22.3% | 0.694% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 939,074 | $28.71M | 0.3% | -12.5% | 0.862% | |
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