| 5/20/2025 | Focus Partners Wealth | 620,981 | $21.67M | 0.1% | +2,264.6% | 3.357% | |
| 5/19/2025 | Jane Street Group LLC | 152,645 | $5.33M | 0.0% | +63.6% | 0.825% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 32,014 | $1.12M | 0.0% | N/A | 0.174% | |
| 5/16/2025 | NewEdge Advisors LLC | 59,128 | $2.06M | 0.0% | -40.6% | 0.321% | |
| 5/16/2025 | Hancock Whitney Corp | 15,774 | $550K | 0.0% | N/A | 0.086% | |
| 5/15/2025 | EP Wealth Advisors LLC | 23,698 | $827K | 0.0% | -37.2% | 0.129% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 103,100 | $3.60M | 0.1% | +26.2% | 0.560% | |
| 5/15/2025 | Betterment LLC | 52,202 | $1.82M | 0.0% | +31.0% | 0.284% | |
| 5/15/2025 | OLD Mission Capital LLC | 183,809 | $6.41M | 0.1% | N/A | 0.999% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 13,642 | $476K | 0.2% | N/A | 0.074% | |
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| 5/14/2025 | Orion Capital Management LLC | 7,224 | $252K | 0.1% | -9.7% | 0.039% | |
| 5/14/2025 | Kestra Advisory Services LLC | 26,746 | $933K | 0.0% | +4.5% | 0.145% | |
| 5/14/2025 | Heritage Financial Services LLC | 172,182 | $6.01M | 0.6% | -3.1% | 0.936% | |
| 5/13/2025 | RW Investment Management LLC | 81,779 | $2.85M | 0.4% | -12.5% | 0.444% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 56,217 | $1.96M | 0.5% | +0.8% | 0.306% | |
| 5/13/2025 | Francis Financial Inc. | 673,835 | $23.51M | 5.7% | +5.1% | 3.662% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 201,059 | $7.02M | 5.6% | +1.6% | 1.093% | |
| 5/12/2025 | Truepoint Inc. | 76,922 | $2.68M | 0.1% | +2.7% | 0.418% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 20,031 | $744K | 0.0% | +5.5% | 0.109% | |
| 5/9/2025 | Wealthspire Advisors LLC | 62,926 | $2.20M | 0.0% | -0.4% | 0.342% | |
| 5/9/2025 | Financial Connections Group Inc. | 12,114 | $422K | 0.2% | +13.4% | 0.066% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 3,764 | $131K | 0.1% | N/A | 0.020% | |
| 5/8/2025 | Glassman Wealth Services | 4,022 | $140K | 0.0% | +25.5% | 0.022% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 70,628 | $2.46M | 1.7% | +10.8% | 0.384% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 529,885 | $18.49M | 2.8% | -0.4% | 2.880% | |
| 5/8/2025 | Modera Wealth Management LLC | 20,971 | $732K | 0.0% | -6.1% | 0.114% | |
| 5/7/2025 | AWM Capital LLC | 1,088,724 | $37.99M | 4.4% | +6.5% | 5.917% | |
| 5/6/2025 | Grand Wealth Management LLC | 15,052 | $525K | 0.3% | -2.6% | 0.082% | |
| 5/6/2025 | Morling Financial Advisors LLC | 10,781 | $376K | 0.1% | +29.4% | 0.059% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 20,566 | $718K | 0.6% | -9.9% | 0.112% | |
| 5/5/2025 | Aspen Capital Management LLC | 45,436 | $1.59M | 0.5% | N/A | 0.247% | |
| 5/5/2025 | Nwam LLC | 37,807 | $1.32M | 0.1% | -10.8% | 0.205% | |
| 5/2/2025 | Forum Financial Management LP | 298,219 | $10.41M | 0.2% | -1.0% | 1.621% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 9,593 | $352K | 0.0% | N/A | 0.052% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 21,068 | $735K | 0.2% | -2.9% | 0.115% | |
| 5/1/2025 | Asset Dedication LLC | 111,476 | $3.89M | 0.3% | -13.9% | 0.606% | |
| 5/1/2025 | United Wealth Management LLC | 15,030 | $524K | 0.2% | +2.5% | 0.082% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 5,526 | $193K | 0.1% | +6.0% | 0.030% | |
| 4/29/2025 | New Capital Management LP | 178,472 | $6.23M | 1.8% | +16.4% | 0.970% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 121,194 | $4.23M | 0.1% | +6.6% | 0.659% | |
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| 4/28/2025 | Equita Financial Network Inc. | 15,576 | $543K | 0.2% | +30.4% | 0.085% | |
| 4/28/2025 | Penobscot Wealth Management | 6,425 | $224K | 0.1% | N/A | 0.035% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 2,879 | $97K | 0.0% | -12.0% | 0.016% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 98,037 | $3.42M | 2.2% | +3.4% | 0.533% | |
| 4/28/2025 | BetterWealth LLC | 27,612 | $963K | 0.3% | -25.8% | 0.150% | |
| 4/25/2025 | EnRich Financial Partners LLC | 8,555 | $298K | 0.1% | -10.3% | 0.046% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 29,870 | $1.04M | 0.1% | -1.3% | 0.162% | |
| 4/25/2025 | Root Financial Partners LLC | 10,620 | $371K | 0.0% | N/A | 0.058% | |
| 4/24/2025 | Monument Group Wealth Advisors LLC | 6,634 | $231K | 0.2% | -10.7% | 0.036% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 138,651 | $4.84M | 3.6% | +23.0% | 0.754% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 31,207 | $1.09M | 0.0% | N/A | 0.170% | |
| 4/23/2025 | Pure Financial Advisors LLC | 73,217 | $2.56M | 0.1% | +31.2% | 0.398% | |
| 4/23/2025 | Perigon Wealth Management LLC | 88,587 | $3.09M | 0.1% | +14.2% | 0.481% | |
| 4/23/2025 | Northland Capital Management LLC | 48,416 | $1.69M | 1.1% | -6.6% | 0.263% | |
| 4/23/2025 | RAM Investment Partners LLC | 101,655 | $3.55M | 0.9% | +4.8% | 0.552% | |
| 4/23/2025 | Citrine Capital LLC | 315,058 | $10.99M | 6.9% | +6.0% | 1.712% | |
| 4/22/2025 | First Financial Group Corp | 10,234 | $357K | 0.4% | +22.9% | 0.056% | |
| 4/22/2025 | Garde Capital Inc. | 71,790 | $2.51M | 0.1% | -10.3% | 0.390% | |
| 4/22/2025 | Cordant Inc. | 21,000 | $733K | 0.4% | -3.2% | 0.114% | |
| 4/21/2025 | Martin Worley Group | 68,135 | $2.38M | 1.4% | +45.3% | 0.370% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,700 | $271K | 0.0% | -3.8% | 0.042% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 14,876 | $519K | 0.3% | -21.8% | 0.081% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 22,853 | $797K | 0.1% | +2.7% | 0.124% | |
| 4/18/2025 | Clarius Group LLC | 6,314 | $220K | 0.0% | N/A | 0.034% | |
| 4/18/2025 | Creative Capital Management Investments LLC | 25,382 | $886K | 0.3% | +20.1% | 0.138% | |
| 4/18/2025 | Planning Center Inc. | 208,142 | $7.26M | 0.9% | +5.6% | 1.131% | |
| 4/18/2025 | Five Oceans Advisors | 153,698 | $5.36M | 2.6% | -12.7% | 0.835% | |
| 4/17/2025 | Adero Partners LLC | 566,520 | $19.77M | 1.3% | -3.1% | 3.079% | |
| 4/17/2025 | Retirement Solution LLC | 377,237 | $13.16M | 3.6% | -6.8% | 2.050% | |
| 4/17/2025 | RHS Financial LLC | 10,957 | $382K | 0.2% | +44.3% | 0.060% | |
| 4/17/2025 | Brighton Jones LLC | 67,468 | $2.35M | 0.1% | +26.3% | 0.367% | |
| 4/17/2025 | Family Wealth Partners LLC | 6,993 | $244K | 0.1% | +5.7% | 0.038% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 145,123 | $5.06M | 0.0% | +0.9% | 0.789% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 12,987 | $453K | 0.3% | +14.7% | 0.071% | |
| 4/15/2025 | Shira Ridge Wealth Management | 18,974 | $662K | 0.3% | -22.7% | 0.103% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 15,102 | $505K | 0.1% | -10.9% | 0.082% | |
| 4/15/2025 | Simplicity Wealth LLC | 20,583 | $718K | 0.1% | N/A | 0.112% | |
| 4/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 42,949 | $1.44M | 0.6% | +54.7% | 0.233% | |
| 4/14/2025 | Farther Finance Advisors LLC | 26,674 | $934K | 0.0% | +6.3% | 0.145% | |
| 4/14/2025 | Greenspring Advisors LLC | 113,563 | $3.96M | 0.9% | -44.4% | 0.617% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 65,891 | $2.30M | 0.3% | +9.2% | 0.358% | |
| 4/11/2025 | First Affirmative Financial Network | 6,181 | $216K | 0.1% | N/A | 0.034% | |
| 4/11/2025 | Foster Group Inc. | 5,937 | $207K | 0.0% | N/A | 0.032% | |
| 4/10/2025 | McGrath & Associates Inc. | 12,074 | $421K | 0.8% | N/A | 0.066% | |
| 4/10/2025 | Freedom Financial Partners LLC | 9,719 | $339K | 0.2% | -7.0% | 0.053% | |
| 4/10/2025 | Apella Capital LLC | 145,116 | $4.91M | 0.2% | +28.0% | 0.789% | |
| 4/10/2025 | Level Financial Advisors | 26,873 | $938K | 0.3% | +2.1% | 0.146% | |
| 4/9/2025 | Graves Light Lenhart Wealth Inc. | 5,996 | $209K | 0.0% | N/A | 0.033% | |
| 4/9/2025 | Quantum Financial Advisors LLC | 927,060 | $32.35M | 4.8% | +0.6% | 5.038% | |
| 4/7/2025 | AdvisorNet Financial Inc | 12,987 | $453K | 0.0% | +17.5% | 0.071% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 143,838 | $4.73M | 0.0% | +10.6% | 0.808% | |
| 2/28/2025 | Brooklyn FI LLC | 83,840 | $2.84M | 0.5% | N/A | 0.665% | |
| 2/25/2025 | Garde Capital Inc. | 80,019 | $2.63M | 0.2% | +0.9% | 0.635% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 7,586 | $249K | 0.1% | N/A | 0.060% | |
| 2/20/2025 | Forum Financial Management LP | 301,113 | $9.89M | 0.2% | +5.8% | 2.390% | |
| 2/20/2025 | Wealth Management Strategies Inc. | 7,190 | $236K | 0.2% | N/A | 0.057% | |
| 2/18/2025 | Orion Capital Management LLC | 8,002 | $263K | 0.1% | +4.5% | 0.064% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 81,708 | $2.68M | 0.0% | +33.0% | 0.648% | |
| 2/17/2025 | True Wealth Design LLC | 3,477 | $114K | 0.0% | +16.9% | 0.028% | |
| 2/17/2025 | Pathstone Holdings LLC | 273,821 | $9.07M | 0.0% | +45.0% | 2.173% | |
