| 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% | |
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| 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% | |
| 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% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 133,712 | $4.09M | 0.1% | +0.7% | 0.123% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 24,989 | $764K | 0.3% | +14.4% | 0.023% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 35,982 | $1.10M | 0.1% | -11.3% | 0.033% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 163,245 | $4.99M | 3.8% | +103.9% | 0.150% | |
| 4/25/2025 | Mather Group LLC. | 1,048,333 | $32.05M | 0.4% | +28.5% | 0.962% | |
| 4/25/2025 | Oceanside Advisors LLC | 20,276 | $620K | 0.4% | +6.5% | 0.019% | |
| 4/25/2025 | EnRich Financial Partners LLC | 964,769 | $29.49M | 9.9% | -0.7% | 0.886% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 1,788,213 | $54.67M | 6.9% | -0.6% | 1.641% | |
| 4/25/2025 | Essex Financial Services Inc. | 73,822 | $2.26M | 0.2% | -21.5% | 0.068% | |
| 4/25/2025 | Root Financial Partners LLC | 478,614 | $14.63M | 1.6% | N/A | 0.439% | |
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| 4/24/2025 | Canvas Wealth Advisors LLC | 9,389 | $266K | 0.1% | N/A | 0.009% | |
| 4/23/2025 | Austin Asset Management Co Inc | 345,251 | $10.55M | 2.3% | +1.1% | 0.324% | |
| 4/23/2025 | SOL Capital Management CO | 41,341 | $1.26M | 0.1% | +126.0% | 0.039% | |
| 4/23/2025 | Vannoy Advisory Group Inc. | 72,826 | $2.23M | 1.7% | -0.6% | 0.068% | |
| 4/23/2025 | Perigon Wealth Management LLC | 16,619 | $508K | 0.0% | N/A | 0.016% | |
| 4/23/2025 | Spire Wealth Management | 21,729 | $664K | 0.0% | +16.7% | 0.020% | |
| 4/23/2025 | RAM Investment Partners LLC | 10,113 | $309K | 0.1% | +14.6% | 0.009% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 319,777 | $9.78M | 3.1% | +9.1% | 0.300% | |
| 4/23/2025 | Retirement Guys Formula LLC | 53,727 | $1.64M | 0.8% | -16.5% | 0.050% | |
| 4/23/2025 | Foundation Wealth Management LLC PA | 16,281 | $498K | 0.2% | +61.2% | 0.015% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 50,962 | $1.56M | 0.3% | +8.4% | 0.048% | |
| 4/23/2025 | Vantage Point Financial LLC | 99,403 | $3.04M | 1.5% | +8.5% | 0.093% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 148,141 | $4.53M | 3.3% | +36.0% | 0.139% | |
| 4/22/2025 | Diversified Portfolios Inc. | 614,131 | $18.77M | 2.0% | +13.4% | 0.576% | |
| 4/22/2025 | Acorn Creek Capital LLC | 619,527 | $18.94M | 9.5% | +2.3% | 0.581% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,104 | $829K | 0.0% | +2.6% | 0.025% | |
| 4/22/2025 | First Financial Group Corp | 91,424 | $2.80M | 3.2% | +6.8% | 0.086% | |
| 4/22/2025 | Hill Island Financial LLC | 571,433 | $17.47M | 5.1% | +10.7% | 0.536% | |
| 4/22/2025 | Cordant Inc. | 152,655 | $4.67M | 2.4% | -1.5% | 0.143% | |
| 4/22/2025 | Evanson Asset Management LLC | 432,790 | $13.23M | 1.0% | +4.8% | 0.406% | |
| 4/21/2025 | Martin Worley Group | 266,363 | $8.14M | 4.6% | +17.9% | 0.250% | |
| 4/21/2025 | Avior Wealth Management LLC | 120,076 | $3.67M | 0.1% | -9.3% | 0.113% | |
| 4/21/2025 | Blue Trust Inc. | 154,020 | $4.71M | 0.1% | +2.6% | 0.144% | |
| 4/21/2025 | CLG LLC | 86,999 | $2.66M | 0.9% | +3.9% | 0.082% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 113,655 | $3.47M | 0.3% | +30.8% | 0.107% | |
| 4/21/2025 | Builder Investment Group Inc. ADV | 38,503 | $1.18M | 0.3% | +10.2% | 0.036% | |
| 4/18/2025 | Bfsg LLC | 109,625 | $3.35M | 0.4% | +15.3% | 0.103% | |
| 4/17/2025 | Sprinkle Financial Consultants LLC | 91,168 | $2.79M | 1.8% | +27.7% | 0.085% | |
| 4/17/2025 | GEM Asset Management LLC | 101,008 | $3.08M | 1.7% | +10.9% | 0.095% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 112,827 | $3.45M | 0.2% | +8.0% | 0.106% | |
| 4/17/2025 | Acropolis Investment Management LLC | 751,285 | $22.97M | 1.4% | +3.6% | 0.704% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 969,107 | $29.63M | 0.1% | +15.2% | 0.908% | |
| 4/16/2025 | Matauro LLC | 6,603 | $202K | 0.0% | N/A | 0.006% | |
| 4/16/2025 | Kelly Financial Group LLC | 350,315 | $10.71M | 1.8% | +8.9% | 0.328% | |
| 4/16/2025 | Schoolcraft Capital LLC | 465,294 | $14.22M | 2.8% | +4.5% | 0.436% | |
| 4/16/2025 | GEN Financial Management INC. | 57,572 | $1.76M | 1.2% | -18.5% | 0.054% | |
| 4/15/2025 | Total Wealth Planning LLC | 881,072 | $26.93M | 4.1% | +7.7% | 0.826% | |
| 4/15/2025 | Trinity Financial Advisors LLC | 55,817 | $1.71M | 0.3% | -3.2% | 0.052% | |
| 4/15/2025 | Corrigan Financial Inc. | 948,486 | $29.00M | 6.0% | +52.5% | 0.889% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 210,764 | $5.88M | 1.2% | +10.6% | 0.198% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 27,891 | $853K | 0.0% | +53.5% | 0.026% | |
| 4/14/2025 | Farther Finance Advisors LLC | 66,590 | $2.03M | 0.1% | -1.3% | 0.062% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 942,845 | $28.82M | 4.6% | +2.3% | 0.884% | |
| 4/14/2025 | Pillar Financial Advisors LLC | 241,888 | $7.40M | 5.5% | +8.2% | 0.227% | |
| 4/14/2025 | Gemmer Asset Management LLC | 236,379 | $7.23M | 0.7% | +1.1% | 0.222% | |
| 4/11/2025 | Strategent Financial LLC | 79,572 | $2.43M | 2.2% | +29.2% | 0.075% | |
| 4/11/2025 | City State Bank | 44,085 | $1.35M | 0.4% | +94.5% | 0.041% | |
| 4/11/2025 | Disciplined Investments LLC | 253,036 | $7.74M | 3.6% | +47.3% | 0.237% | |
| 4/11/2025 | Foster Group Inc. | 3,411,049 | $104.28M | 3.9% | +1.5% | 3.197% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 141,445 | $4.32M | 1.2% | +82.2% | 0.133% | |
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| 4/10/2025 | McGrath & Associates Inc. | 16,475 | $504K | 0.9% | +2.6% | 0.015% | |
| 4/10/2025 | Apella Capital LLC | 719,582 | $20.77M | 0.7% | +168.1% | 0.674% | |
| 4/10/2025 | DBK Financial Counsel LLC | 56,184 | $1.72M | 1.7% | +2.7% | 0.053% | |
| 4/10/2025 | Level Financial Advisors | 215,908 | $6.60M | 2.2% | +9.7% | 0.202% | |
| 4/9/2025 | RFG Advisory LLC | 465,464 | $14.23M | 0.4% | +34.5% | 0.436% | |
| 4/9/2025 | Merit Financial Group LLC | 188,109 | $5.75M | 0.1% | N/A | 0.176% | |
| 4/8/2025 | Advisory Alpha LLC | 8,343 | $255K | 0.0% | -97.2% | 0.008% | |
| 4/4/2025 | Quent Capital LLC | 1,152,876 | $35.24M | 3.7% | +12.5% | 1.080% | |
| 4/3/2025 | Collective Family Office LLC | 87,867 | $2.69M | 0.7% | +15.6% | 0.084% | |
| 4/1/2025 | Emprise Bank | 34,492 | $1.05M | 0.6% | -10.6% | 0.033% | |
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