| 7/18/2025 | GEN Financial Management INC. | 60,665 | $1.88M | 1.5% | +5.4% | 0.050% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 16,816 | $522K | 0.3% | N/A | 0.014% | |
| 7/18/2025 | PBMares Wealth Management LLC | 11,766 | $365K | 0.1% | +34.8% | 0.010% | |
| 7/17/2025 | Melfa Wealth Management Inc. | 15,845 | $492K | 0.3% | -13.6% | 0.013% | |
| 7/17/2025 | Eclectic Associates Inc. ADV | 248,324 | $7.70M | 1.7% | +75.6% | 0.209% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 1,818,553 | $56.41M | 6.7% | +1.7% | 1.531% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 1,913,371 | $59.35M | 5.5% | +5.3% | 1.611% | |
| 7/17/2025 | Elser Financial Planning Inc | 8,151 | $253K | 0.0% | N/A | 0.007% | |
| 7/17/2025 | Oceanside Advisors LLC | 25,190 | $781K | 0.5% | +24.2% | 0.021% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 66,141 | $2.05M | 1.0% | -6.9% | 0.056% | |
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| 7/17/2025 | Mustard Seed Financial LLC | 169,182 | $5.25M | 3.8% | +11.5% | 0.142% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 32,954 | $1.02M | 0.1% | +157.4% | 0.028% | |
| 7/17/2025 | Avior Wealth Management LLC | 29,767 | $923K | 0.0% | -75.2% | 0.025% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 61,946 | $1.92M | 0.3% | +21.6% | 0.052% | |
| 7/16/2025 | Jentner Corp | 835,891 | $25.93M | 6.9% | +14.4% | 0.704% | |
| 7/16/2025 | Builder Investment Group Inc. ADV | 48,802 | $1.51M | 0.4% | +26.7% | 0.041% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 100,792 | $3.13M | 0.9% | +6.3% | 0.085% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 51,131 | $1.59M | 1.0% | +20.8% | 0.043% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 947,175 | $29.38M | 3.9% | +0.5% | 0.798% | |
| 7/16/2025 | BOS Asset Management LLC | 351,753 | $10.91M | 3.5% | +3.1% | 0.296% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 79,853 | $2.48M | 0.7% | -42.4% | 0.067% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 187,965 | $5.83M | 0.4% | +65.4% | 0.158% | |
| 7/16/2025 | Blue Oak Capital LLC | 213,277 | $6.62M | 3.5% | -21.1% | 0.180% | |
| 7/16/2025 | Perigon Wealth Management LLC | 21,275 | $660K | 0.0% | +28.0% | 0.018% | |
| 7/16/2025 | Plancorp LLC | 121,657 | $3.77M | 0.1% | +167.2% | 0.102% | |
| 7/15/2025 | Retirement Guys Formula LLC | 52,829 | $1.64M | 0.6% | -1.7% | 0.044% | |
| 7/15/2025 | Level Financial Advisors | 217,854 | $6.76M | 2.1% | +0.9% | 0.183% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 846,779 | $26.70M | 7.6% | +5.1% | 0.713% | |
| 7/15/2025 | Total Wealth Planning LLC | 986,879 | $30.61M | 3.9% | +12.0% | 0.831% | |
| 7/15/2025 | Mather Group LLC. | 1,106,184 | $34.31M | 0.4% | +5.5% | 0.932% | |
| 7/15/2025 | Evanson Asset Management LLC | 436,327 | $13.54M | 0.9% | +0.8% | 0.367% | |
| 7/15/2025 | Vannoy Advisory Group Inc. | 75,242 | $2.33M | 1.6% | +3.3% | 0.063% | |
| 7/15/2025 | Kelly Financial Group LLC | 387,042 | $12.01M | 1.9% | +10.5% | 0.326% | |
| 7/15/2025 | Fortitude Family Office LLC | 22,512 | $698K | 0.2% | N/A | 0.019% | |
| 7/15/2025 | Cordant Inc. | 160,938 | $4.99M | 2.4% | +5.4% | 0.136% | |
| 7/15/2025 | Bfsg LLC | 113,077 | $3.51M | 0.4% | +3.1% | 0.095% | |
| 7/14/2025 | Foster Group Inc. | 3,686,352 | $114.35M | 3.9% | +8.1% | 3.111% | |
| 7/14/2025 | Acropolis Investment Management LLC | 755,117 | $23.42M | 1.3% | +0.5% | 0.637% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 159,445 | $4.95M | 0.8% | N/A | 0.135% | |
| 7/14/2025 | Financial Harvest LLC | 36,530 | $1.13M | 0.8% | N/A | 0.031% | |
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| 7/14/2025 | Maryland Capital Advisors Inc. | 263,953 | $8.19M | 3.2% | +25.7% | 0.223% | |
| 7/14/2025 | ABLE Financial Group LLC | 10,391 | $322K | 0.1% | N/A | 0.009% | |
| 7/14/2025 | Lakeshore Financial Planning Inc. | 507,954 | $15.76M | 6.3% | -15.0% | 0.429% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 20,549 | $637K | 0.6% | +2.8% | 0.017% | |
| 7/14/2025 | Park Avenue Securities LLC | 121,100 | $3.76M | 0.0% | N/A | 0.102% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 121,105 | $3.76M | 2.3% | +32.8% | 0.103% | |
| 7/11/2025 | Farther Finance Advisors LLC | 67,492 | $2.09M | 0.0% | +1.4% | 0.057% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 38,204 | $1.19M | 0.3% | N/A | 0.032% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 26,090 | $809K | 0.4% | +248.6% | 0.022% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,091,263 | $34.59M | 0.1% | +12.6% | 0.924% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 9,644 | $304K | 0.1% | N/A | 0.008% | |
| 7/9/2025 | GEM Asset Management LLC | 116,794 | $3.67M | 1.9% | +15.6% | 0.099% | |
| 7/9/2025 | Emprise Bank | 33,945 | $1.05M | 0.5% | -1.6% | 0.029% | |
| 7/8/2025 | Apella Capital LLC | 980,236 | $30.76M | 0.8% | +36.2% | 0.834% | |
| 7/7/2025 | RB Capital Management LLC | 10,528 | $327K | 0.1% | +4.3% | 0.009% | |
| 7/3/2025 | Trinity Financial Advisors LLC | 35,384 | $1.10M | 0.3% | -36.6% | 0.030% | |
| 7/3/2025 | Collective Family Office LLC | 96,523 | $2.99M | 0.8% | +9.9% | 0.083% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 219,547 | $6.91M | 1.2% | +4.2% | 0.188% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 27,027 | $826K | 0.0% | N/A | 0.023% | |
| 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% | |
| 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% | |
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| 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% | |
| 5/9/2025 | Keb Asset Management LLC | 8,467 | $259K | 0.1% | -27.8% | 0.008% | |
