| 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% | |
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| 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% | |
| 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% | |
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| 4/23/2025 | Pure Financial Advisors LLC | 19,273 | $917K | 0.0% | +6.0% | 0.061% | |
| 4/23/2025 | Timonier Family Office LTD. | 61,420 | $2.92M | 1.3% | -1.0% | 0.194% | |
| 4/23/2025 | Mattern Wealth Management LLC | 315,341 | $15.00M | 3.3% | +7.6% | 0.995% | |
| 4/23/2025 | RAM Investment Partners LLC | 426,342 | $20.28M | 5.0% | +5.5% | 1.345% | |
| 4/23/2025 | PBMares Wealth Management LLC | 489,037 | $23.26M | 4.7% | +17.3% | 1.543% | |
| 4/23/2025 | Helen Stephens Group LLC | 46,034 | $2.19M | 0.6% | +13.7% | 0.145% | |
| 4/23/2025 | Citrine Capital LLC | 106,763 | $5.08M | 3.2% | +106.6% | 0.337% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 77,377 | $3.68M | 1.9% | +34.4% | 0.244% | |
| 4/22/2025 | Tassel Capital Management Inc. | 60,263 | $2.87M | 2.5% | -18.4% | 0.190% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 26,028 | $1.24M | 0.7% | -18.5% | 0.082% | |
| 4/22/2025 | Crews Bank & Trust | 12,210 | $581K | 0.1% | +5.4% | 0.039% | |
| 4/22/2025 | XY Planning Network Inc. | 10,130 | $482K | 0.3% | +17.6% | 0.032% | |
| 4/22/2025 | Evanson Asset Management LLC | 84,812 | $4.04M | 0.3% | -11.5% | 0.268% | |
| 4/21/2025 | Brady Martz Wealth Solutions LLC | 40,034 | $1.90M | 0.4% | +162.2% | 0.126% | |
| 4/21/2025 | Wealthspan Partners LLC | 4,224 | $201K | 0.1% | -54.5% | 0.013% | |
| 4/21/2025 | White Wing Wealth Management | 22,084 | $1.04M | 0.8% | -19.8% | 0.070% | |
| 4/18/2025 | Five Oceans Advisors | 9,620 | $458K | 0.2% | -38.8% | 0.030% | |
| 4/17/2025 | Claris Advisors LLC MO | 8,852 | $421K | 0.2% | -14.9% | 0.028% | |
| 4/17/2025 | Verisail Partners LLC | 43,745 | $2.08M | 1.0% | +0.9% | 0.138% | |
| 4/17/2025 | GEM Asset Management LLC | 71,883 | $3.43M | 1.9% | -2.5% | 0.227% | |
| 4/17/2025 | CogentBlue Wealth Advisors LLC | 31,692 | $1.51M | 1.3% | +17.4% | 0.100% | |
| 4/17/2025 | Scratch Capital LLC | 24,519 | $1.17M | 1.2% | +6.1% | 0.077% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 420,114 | $19.99M | 0.0% | -16.8% | 1.325% | |
| 4/16/2025 | David Wealth Management LLC | 173,079 | $8.23M | 6.9% | +4.0% | 0.546% | |
| 4/15/2025 | Vestment Financial LLC | 204,585 | $9.76M | 7.0% | +10.6% | 0.645% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 14,367 | $683K | 0.0% | N/A | 0.045% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,072 | $99K | 0.0% | +28.1% | 0.007% | |
| 4/14/2025 | 25 LLC | 39,248 | $1.87M | 0.8% | -3.7% | 0.124% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 41,372 | $1.97M | 0.3% | +4.2% | 0.131% | |
| 4/11/2025 | Foster Group Inc. | 1,104,373 | $52.54M | 2.0% | -3.5% | 3.484% | |
| 4/10/2025 | Apella Capital LLC | 643,483 | $30.19M | 1.0% | +16.4% | 2.030% | |
| 4/9/2025 | Graves Light Lenhart Wealth Inc. | 251,198 | $11.95M | 1.5% | +7.7% | 0.792% | |
| 4/9/2025 | West Financial Advisors LLC | 183,677 | $8.74M | 1.7% | +6.1% | 0.579% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 21,189 | $1.01M | 0.3% | -10.2% | 0.067% | |
| 4/9/2025 | Iowa State Bank | 11,271 | $536K | 0.1% | N/A | 0.036% | |
| 4/8/2025 | Shearwater Capital LLC | 39,668 | $1.90M | 1.3% | +7.3% | 0.125% | |
| 4/4/2025 | Kings Path Partners LLC | 4,502 | $214K | 0.1% | N/A | 0.014% | |
| 4/3/2025 | Hiley Hunt Wealth Management | 37,908 | $1.81M | 1.0% | -1.6% | 0.121% | |
| 4/3/2025 | Collective Family Office LLC | 154,367 | $7.34M | 2.0% | -6.6% | 0.492% | |
| 4/1/2025 | Confluence Investment Management LLC | 173,223 | $8.24M | 0.1% | -2.4% | 0.552% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 505,032 | $24.13M | 0.0% | +3.3% | 1.611% | |
| 3/14/2025 | Tableaux LLC | 14,489 | $692K | 0.6% | N/A | 0.046% | |
| 3/10/2025 | SpringVest Wealth Management LLC | 11,374 | $543K | 0.5% | N/A | 0.036% | |
| 3/3/2025 | American Investment Services Inc. | 92,574 | $4.42M | 0.8% | +1.6% | 0.295% | |
| 2/27/2025 | XY Planning Network Inc. | 8,615 | $412K | 0.3% | N/A | 0.033% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 32,965 | $1.58M | 0.0% | +5.3% | 0.127% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 80,554 | $3.85M | 2.0% | N/A | 0.310% | |
| 2/18/2025 | GTS Securities LLC | 6,821 | $326K | 0.0% | N/A | 0.026% | |
| 2/18/2025 | Investmark Advisory Group LLC | 22,084 | $1.06M | 0.5% | +1.6% | 0.085% | |
| 2/18/2025 | Legacy Financial Group Inc. | 94,642 | $4.52M | 1.5% | -5.1% | 0.364% | |
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| 2/18/2025 | McIlrath & Eck LLC | 7,686 | $367K | 0.0% | -18.8% | 0.030% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 468,347 | $22.37M | 0.4% | +84.2% | 1.801% | |
| 2/18/2025 | Note Advisors LLC | 15,059 | $719K | 0.6% | N/A | 0.058% | |
| 2/17/2025 | Waverly Advisors LLC | 77,384 | $3.70M | 0.1% | +3.3% | 0.298% | |
| 2/17/2025 | Vestment Financial LLC | 184,963 | $8.84M | 6.8% | N/A | 0.711% | |
| 2/17/2025 | Triune Financial Partners LLC | 8,391 | $401K | 0.1% | -25.7% | 0.032% | |
| 2/17/2025 | Safeguard Investment Advisory Group LLC | 23,465 | $1.12M | 0.3% | +2.4% | 0.090% | |
| 2/17/2025 | Pathstone Holdings LLC | 697,218 | $33.30M | 0.1% | -3.0% | 2.682% | |
| 2/17/2025 | Focus Partners Wealth | 1,928,913 | $92.14M | 0.2% | +32.2% | 7.419% | |
| 2/17/2025 | Captrust Financial Advisors | 9,022 | $431K | 0.0% | -14.2% | 0.035% | |
