| 5/21/2025 | MBL Wealth LLC | 693,911 | $33.01M | 3.3% | -0.4% | 2.148% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,223 | $58K | 0.0% | +292.0% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 2,001,930 | $95.23M | 0.2% | +3.8% | 6.198% | |
| 5/19/2025 | Jane Street Group LLC | 44,323 | $2.11M | 0.0% | +32.5% | 0.137% | |
| 5/16/2025 | McIlrath & Eck LLC | 9,469 | $450K | 0.1% | +23.2% | 0.030% | |
| 5/16/2025 | HFM Investment Advisors LLC | 364,661 | $17.35M | 5.0% | N/A | 1.147% | |
| 5/16/2025 | Jones Financial Companies Lllp | 945 | $45K | 0.0% | -34.0% | 0.003% | |
| 5/16/2025 | Plancorp LLC | 63,487 | $3.02M | 0.1% | N/A | 0.200% | |
| 5/16/2025 | NewEdge Advisors LLC | 26,937 | $1.28M | 0.0% | +160.9% | 0.085% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 196,429 | $9.34M | 0.1% | -1.6% | 0.618% | |
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| 5/16/2025 | Jentner Corp | 8,123 | $386K | 0.1% | -21.2% | 0.026% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 803,070 | $38.20M | 3.2% | -2.0% | 2.525% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 767,754 | $36.52M | 0.6% | +63.9% | 2.414% | |
| 5/15/2025 | Royal Bank of Canada | 30,965 | $1.47M | 0.0% | +6.5% | 0.097% | |
| 5/15/2025 | Betterment LLC | 11,700 | $557K | 0.0% | +21.0% | 0.037% | |
| 5/14/2025 | Note Advisors LLC | 18,957 | $902K | 0.7% | +25.9% | 0.060% | |
| 5/14/2025 | BWM Planning LLC | 6,853 | $326K | 0.1% | -7.3% | 0.022% | |
| 5/14/2025 | Entrewealth LLC | 159,113 | $7.57M | 5.8% | +13.2% | 0.500% | |
| 5/14/2025 | Comerica Bank | 7,711 | $367K | 0.0% | +42.4% | 0.024% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 77,558 | $3.69M | 0.3% | -23.9% | 0.244% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 79,701 | $3.79M | 0.4% | -11.6% | 0.251% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 34,490 | $1.64M | 1.2% | -16.5% | 0.108% | |
| 5/13/2025 | Elequin Capital LP | 33,207 | $1.58M | 0.2% | N/A | 0.104% | |
| 5/13/2025 | American Investment Services Inc. | 89,542 | $4.26M | 0.7% | -3.3% | 0.282% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 12,935 | $615K | 0.0% | +6.6% | 0.041% | |
| 5/13/2025 | HighTower Advisors LLC | 549,979 | $26.16M | 0.0% | +56.8% | 1.729% | |
| 5/13/2025 | Sterling Wealth Advisors Inc | 17,522 | $834K | 0.6% | -2.4% | 0.055% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 70,058 | $3.33M | 0.0% | +18.1% | 0.220% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 76,203 | $3.63M | 0.3% | -7.1% | 0.240% | |
| 5/12/2025 | Truepoint Inc. | 2,735,267 | $130.12M | 3.5% | +1.3% | 8.601% | |
| 5/9/2025 | Keb Asset Management LLC | 6,465 | $308K | 0.1% | +17.5% | 0.020% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 52,703 | $2.51M | 1.7% | +13.5% | 0.166% | |
| 5/9/2025 | Warburton Capital Management LLC | 9,610 | $457K | 0.3% | -2.6% | 0.030% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 10,526 | $501K | 0.0% | N/A | 0.033% | |
| 5/9/2025 | PrairieView Partners LLC | 72,279 | $3.44M | 0.4% | +35.8% | 0.227% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 5,901 | $281K | 0.2% | N/A | 0.019% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 48,890 | $2.33M | 0.1% | +7.9% | 0.154% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 28,711 | $1.37M | 0.4% | -14.6% | 0.090% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 585,114 | $27.83M | 0.0% | -7.4% | 1.840% | |
| 5/9/2025 | Beta Wealth Group Inc. | 8,968 | $427K | 0.2% | -6.5% | 0.028% | |
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| 5/8/2025 | IFG Advisory LLC | 7,315 | $348K | 0.0% | +10.3% | 0.023% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 56,482 | $2.69M | 0.1% | +18.9% | 0.178% | |
| 5/8/2025 | US Bancorp DE | 37,952 | $1.81M | 0.0% | -34.7% | 0.119% | |
| 5/8/2025 | Modera Wealth Management LLC | 74,778 | $3.56M | 0.0% | -2.2% | 0.235% | |
| 5/8/2025 | Meredith Wealth Planning | 6,490 | $309K | 0.1% | +4.0% | 0.020% | |
| 5/7/2025 | AWM Capital LLC | 343,689 | $16.35M | 1.9% | -13.7% | 1.081% | |
| 5/7/2025 | Nemes Rush Group LLC | 1,040 | $49K | 0.0% | +239.9% | 0.003% | |
| 5/7/2025 | LPL Financial LLC | 301,351 | $14.34M | 0.0% | +10.3% | 0.948% | |
| 5/7/2025 | Anson Capital Inc. | 5,735 | $273K | 0.2% | N/A | 0.018% | |
| 5/7/2025 | HB Wealth Management LLC | 22,994 | $1.09M | 0.0% | N/A | 0.072% | |
| 5/6/2025 | Assetmark Inc. | 403,652 | $19.20M | 0.1% | -0.8% | 1.269% | |
| 5/6/2025 | Compass Financial Group Inc. | 178,003 | $8.47M | 4.3% | -3.1% | 0.560% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 182,970 | $8.70M | 3.8% | -3.3% | 0.575% | |
| 5/6/2025 | Blume Capital Management Inc. | 27,152 | $1.29M | 0.3% | -15.1% | 0.085% | |
| 5/6/2025 | Physician Wealth Solutions Inc. | 25,538 | $1.22M | 0.6% | -1.4% | 0.080% | |
| 5/5/2025 | Verus Financial Partners Inc. | 84,788 | $3.99M | 0.5% | +5.1% | 0.267% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 15,258 | $726K | 0.6% | +11.7% | 0.048% | |
| 5/5/2025 | Private Advisor Group LLC | 42,127 | $2.00M | 0.0% | -1.6% | 0.132% | |
| 5/5/2025 | JDH Wealth Management LLC | 14,523 | $691K | 0.6% | +235.1% | 0.046% | |
| 5/2/2025 | Concord Wealth Partners | 10,860 | $517K | 0.1% | N/A | 0.034% | |
| 5/2/2025 | Summit Wealth Group LLC | 5,061 | $241K | 0.1% | N/A | 0.016% | |
| 5/2/2025 | Landmark Wealth Management LLC | 51,064 | $2.43M | 1.1% | +6.7% | 0.161% | |
| 5/2/2025 | LJI Wealth Management LLC | 8,831 | $420K | 0.1% | -3.3% | 0.028% | |
| 5/2/2025 | Sigma Planning Corp | 5,265 | $250K | 0.0% | -5.4% | 0.017% | |
| 5/1/2025 | Legacy Financial Group Inc. | 92,937 | $4.42M | 1.4% | -1.8% | 0.292% | |
| 5/1/2025 | United Wealth Management LLC | 99,714 | $4.74M | 1.5% | +3.6% | 0.314% | |
| 5/1/2025 | Austin Wealth Management LLC | 642,423 | $30.22M | 6.1% | +6.8% | 2.020% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 121,413 | $5.78M | 4.3% | +4.7% | 0.382% | |
| 4/30/2025 | Phillips Financial Management LLC | 36,726 | $1.75M | 0.1% | -1.6% | 0.115% | |
| 4/30/2025 | Allworth Financial LP | 73,211 | $3.44M | 0.0% | -16.8% | 0.230% | |
| 4/30/2025 | Heritage Wealth Management Inc. CA | 27,868 | $1.33M | 1.0% | +7.9% | 0.088% | |
| 4/30/2025 | Vested Financial Planning LLC | 182,823 | $8.70M | 8.7% | -2.1% | 0.575% | |
| 4/30/2025 | Aurelius Family Office LLC | 63,846 | $3.04M | 1.5% | +6.2% | 0.201% | |
| 4/30/2025 | Family Capital Management Inc. | 30,375 | $1.45M | 0.9% | +155.2% | 0.096% | |
| 4/30/2025 | Core Wealth Management Inc. | 117,759 | $5.60M | 2.1% | +30.9% | 0.370% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 117,388 | $5.58M | 0.0% | +0.8% | 0.369% | |
| 4/29/2025 | SwitchPoint Financial Planning LLC | 38,320 | $1.82M | 1.7% | -11.4% | 0.121% | |
| 4/29/2025 | Stage Harbor Financial LLC | 4,611 | $219K | 0.2% | N/A | 0.015% | |
| 4/29/2025 | Wheelhouse Advisory Group LLC | 95,639 | $4.55M | 2.7% | +132.9% | 0.301% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 22,818 | $1.07M | 0.1% | +55.6% | 0.072% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 51,169 | $2.43M | 1.3% | -7.6% | 0.161% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 37,138 | $1.77M | 0.0% | -3.0% | 0.117% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 236,140 | $11.23M | 0.8% | +25.6% | 0.743% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 8,444 | $402K | 0.1% | +89.8% | 0.027% | |
| 4/28/2025 | ArborFi Advisors LLC | 9,028 | $429K | 0.4% | +31.9% | 0.028% | |
| 4/28/2025 | BCO Wealth Management LLC | 67,705 | $3.22M | 2.5% | +15.0% | 0.213% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 69,791 | $3.32M | 1.0% | -13.4% | 0.219% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 6,377 | $307K | 0.1% | -6.8% | 0.020% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 36,156 | $1.72M | 1.1% | +16.9% | 0.114% | |
| 4/25/2025 | Mather Group LLC. | 50,109 | $2.38M | 0.0% | +7.8% | 0.158% | |
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| 4/25/2025 | Oceanside Advisors LLC | 6,495 | $309K | 0.2% | -73.1% | 0.020% | |
| 4/25/2025 | Yardley Wealth Management LLC | 297,286 | $14.14M | 8.3% | -3.7% | 0.935% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 71,350 | $3.39M | 0.4% | +10.2% | 0.224% | |
| 4/25/2025 | Northwest Wealth Management LLC | 25,764 | $1.23M | 0.2% | +51.1% | 0.081% | |
| 4/25/2025 | RCS Financial Planning LLC | 7,899 | $376K | 0.2% | -9.9% | 0.025% | |
| 4/24/2025 | Hartmann Taylor Wealth Management LLC | 51,450 | $2.45M | 2.2% | N/A | 0.162% | |
| 4/24/2025 | Oak Wealth Advisors LLC | 17,239 | $820K | 0.6% | +3.2% | 0.054% | |
| 4/23/2025 | Western Wealth Management LLC | 11,265 | $536K | 0.0% | -4.5% | 0.036% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 744,689 | $35.43M | 0.3% | +21.4% | 2.349% | |
| 4/23/2025 | Pure Financial Advisors LLC | 19,273 | $917K | 0.0% | +6.0% | 0.061% | |
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