| 6/6/2025 | Blue Oak Capital LLC | 212,370 | $7.61M | 4.2% | -12.8% | 0.578% | |
| 5/20/2025 | Focus Partners Wealth | 1,215,572 | $43.53M | 0.1% | +424.8% | 3.308% | |
| 5/19/2025 | Jane Street Group LLC | 26,506 | $949K | 0.0% | +9.2% | 0.072% | |
| 5/16/2025 | NewEdge Advisors LLC | 64,787 | $2.32M | 0.0% | -15.3% | 0.181% | |
| 5/16/2025 | Jentner Corp | 49,378 | $1.77M | 0.5% | +5.9% | 0.138% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,047 | $145K | 0.0% | N/A | 0.011% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 390,419 | $13.98M | 0.2% | +10.5% | 1.094% | |
| 5/15/2025 | Betterment LLC | 109,119 | $3.91M | 0.0% | +31.0% | 0.306% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 3,245 | $116K | 0.1% | N/A | 0.009% | |
| 5/14/2025 | Orion Capital Management LLC | 22,327 | $800K | 0.3% | -4.6% | 0.063% | |
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| 5/14/2025 | Wolfstich Capital LLC | 1,668,358 | $59.74M | 3.0% | +500.8% | 4.673% | |
| 5/14/2025 | Heritage Financial Services LLC | 315,722 | $11.31M | 1.1% | +3.6% | 0.884% | |
| 5/13/2025 | RW Investment Management LLC | 36,367 | $1.30M | 0.2% | -29.2% | 0.102% | |
| 5/13/2025 | Raymond James Financial Inc. | 132,389 | $4.74M | 0.0% | N/A | 0.371% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 126,852 | $4.54M | 1.3% | +0.6% | 0.355% | |
| 5/13/2025 | Heck Capital Advisors LLC | 12,736 | $456K | 0.1% | N/A | 0.036% | |
| 5/12/2025 | Robinson Smith Wealth Advisors LLC | 6,380 | $228K | 0.2% | N/A | 0.018% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 21,097 | $755K | 0.6% | +15.8% | 0.059% | |
| 5/12/2025 | Truepoint Inc. | 80,417 | $2.88M | 0.1% | +15.1% | 0.225% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 5,612 | $200K | 0.1% | -14.3% | 0.016% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 73,354 | $2.63M | 0.1% | -1.6% | 0.205% | |
| 5/9/2025 | Geometric Wealth Advisors | 10,802 | $387K | 0.1% | +7.0% | 0.030% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 7,221 | $259K | 0.0% | +21.1% | 0.020% | |
| 5/9/2025 | Financial Connections Group Inc. | 18,135 | $649K | 0.3% | +48.3% | 0.051% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 4,235 | $151K | 0.1% | -7.6% | 0.012% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 164,263 | $5.88M | 1.7% | -7.9% | 0.460% | |
| 5/8/2025 | Glassman Wealth Services | 7,342 | $263K | 0.0% | +35.0% | 0.021% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 149,380 | $5.35M | 3.8% | +2.8% | 0.418% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 972,205 | $34.82M | 5.2% | +0.1% | 2.723% | |
| 5/8/2025 | Modera Wealth Management LLC | 39,662 | $1.42M | 0.0% | +2.1% | 0.111% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 36,355 | $1.30M | 0.7% | -21.4% | 0.102% | |
| 5/7/2025 | AWM Capital LLC | 3,054,238 | $109.37M | 12.7% | +4.0% | 8.555% | |
| 5/7/2025 | LPL Financial LLC | 75,395 | $2.70M | 0.0% | +38.9% | 0.211% | |
| 5/6/2025 | Grand Wealth Management LLC | 2,618 | $94K | 0.1% | -34.8% | 0.007% | |
| 5/6/2025 | Morling Financial Advisors LLC | 38,707 | $1.39M | 0.5% | +35.5% | 0.108% | |
| 5/6/2025 | Opes Wealth Management LLC | 17,701 | $634K | 0.1% | +2.7% | 0.050% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 46,413 | $1.66M | 1.3% | -23.7% | 0.130% | |
| 5/5/2025 | Aspen Capital Management LLC | 65,486 | $2.35M | 0.7% | N/A | 0.183% | |
| 5/5/2025 | SNS Financial Group LLC | 6,286 | $225K | 0.0% | +16.2% | 0.018% | |
| 5/5/2025 | Private Advisor Group LLC | 42,093 | $1.51M | 0.0% | +1.2% | 0.118% | |
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| 5/5/2025 | Nwam LLC | 212,693 | $7.62M | 0.7% | +1.2% | 0.596% | |
| 5/2/2025 | Forum Financial Management LP | 396,258 | $14.19M | 0.2% | -0.6% | 1.110% | |
| 5/2/2025 | MB Generational Wealth LLC | 85,234 | $3.05M | 2.3% | -0.9% | 0.239% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 21,113 | $747K | 0.1% | -21.1% | 0.059% | |
| 5/1/2025 | Asset Dedication LLC | 84,280 | $3.02M | 0.2% | +8.5% | 0.236% | |
| 5/1/2025 | United Wealth Management LLC | 51,107 | $1.83M | 0.6% | +1.2% | 0.143% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 24,072 | $862K | 0.1% | +2.2% | 0.067% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 13,712 | $491K | 0.0% | +4.6% | 0.038% | |
| 4/29/2025 | von Borstel & Associates Inc. | 24,970 | $894K | 0.3% | +3.4% | 0.070% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 11,257 | $403K | 0.2% | +5.8% | 0.032% | |
| 4/29/2025 | New Capital Management LP | 313,949 | $11.24M | 3.2% | -7.5% | 0.879% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 199,388 | $7.14M | 0.1% | +7.9% | 0.559% | |
| 4/28/2025 | North Capital Inc. | 3,983 | $143K | 0.1% | N/A | 0.011% | |
| 4/28/2025 | D.A. Davidson & CO. | 45,669 | $1.64M | 0.0% | +117.5% | 0.128% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 33,157 | $1.19M | 0.2% | -1.5% | 0.093% | |
| 4/28/2025 | Equita Financial Network Inc. | 50,553 | $1.81M | 0.6% | +17.9% | 0.142% | |
| 4/28/2025 | Penobscot Wealth Management | 5,665 | $203K | 0.1% | -83.0% | 0.016% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 173,981 | $6.23M | 4.0% | +4.7% | 0.487% | |
| 4/28/2025 | BetterWealth LLC | 59,559 | $2.13M | 0.6% | -23.3% | 0.167% | |
| 4/25/2025 | EnRich Financial Partners LLC | 37,062 | $1.33M | 0.4% | -4.2% | 0.104% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 51,081 | $1.83M | 0.2% | +1.2% | 0.143% | |
| 4/25/2025 | Root Financial Partners LLC | 32,203 | $1.15M | 0.1% | +106.6% | 0.090% | |
| 4/24/2025 | Hicks Capital Management LLC | 19,156 | $686K | 0.9% | N/A | 0.053% | |
| 4/24/2025 | Tanager Wealth Management LLP | 25,791 | $924K | 0.1% | +2.8% | 0.072% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 117,429 | $4.21M | 3.1% | +24.3% | 0.327% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 66,473 | $2.38M | 0.0% | N/A | 0.185% | |
| 4/23/2025 | Pure Financial Advisors LLC | 150,634 | $5.39M | 0.1% | +8.4% | 0.419% | |
| 4/23/2025 | Northland Capital Management LLC | 112,873 | $4.04M | 2.7% | -4.3% | 0.314% | |
| 4/23/2025 | RAM Investment Partners LLC | 95,704 | $3.43M | 0.8% | -7.0% | 0.266% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 13,667 | $489K | 0.2% | +10.9% | 0.038% | |
| 4/23/2025 | Citrine Capital LLC | 993,844 | $35.59M | 22.3% | +15.2% | 2.765% | |
| 4/22/2025 | Joel Adams & Associates Inc. | 23,105 | $827K | 0.7% | +1.4% | 0.064% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,223 | $330K | 0.0% | N/A | 0.026% | |
| 4/22/2025 | MBE Wealth Management LLC | 6,957 | $249K | 0.1% | N/A | 0.019% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 5,685 | $204K | 0.1% | -16.4% | 0.016% | |
| 4/22/2025 | Hill Island Financial LLC | 24,486 | $877K | 0.3% | N/A | 0.068% | |
| 4/22/2025 | Cordant Inc. | 19,570 | $701K | 0.4% | +18.3% | 0.054% | |
| 4/22/2025 | XY Planning Network Inc. | 7,735 | $277K | 0.2% | -5.6% | 0.022% | |
| 4/21/2025 | Martin Worley Group | 78,118 | $2.80M | 1.6% | +51.3% | 0.217% | |
| 4/21/2025 | Avior Wealth Management LLC | 6,766 | $242K | 0.0% | +887.7% | 0.019% | |
| 4/21/2025 | Flagstone Financial Management | 15,358 | $550K | 0.2% | +2.3% | 0.043% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 44,878 | $1.46M | 0.8% | -41.5% | 0.125% | |
| 4/21/2025 | TCI Wealth Advisors Inc. | 51,395 | $1.84M | 0.1% | +2.8% | 0.143% | |
| 4/18/2025 | Clarius Group LLC | 13,261 | $475K | 0.0% | +24.0% | 0.037% | |
| 4/18/2025 | Creative Capital Management Investments LLC | 17,210 | $616K | 0.2% | -5.5% | 0.048% | |
| 4/18/2025 | Planning Center Inc. | 195,628 | $7.01M | 0.8% | +4.8% | 0.544% | |
| 4/18/2025 | Colorado Capital Management Inc. | 6,457 | $231K | 0.1% | N/A | 0.018% | |
| 4/18/2025 | Five Oceans Advisors | 82,619 | $2.96M | 1.4% | -1.1% | 0.230% | |
| 4/17/2025 | Adero Partners LLC | 563,186 | $20.17M | 1.3% | -2.2% | 1.567% | |
| 4/17/2025 | Retirement Solution LLC | 5,425,580 | $194.29M | 52.8% | -4.2% | 15.092% | |
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| 4/17/2025 | Brighton Jones LLC | 138,557 | $4.96M | 0.2% | +21.3% | 0.385% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 412,711 | $14.78M | 0.0% | -0.9% | 1.148% | |
| 4/16/2025 | Meritas Wealth Management LLC | 21,599 | $773K | 0.5% | +69.3% | 0.060% | |
| 4/16/2025 | Signature Resources Capital Management LLC | 2,639 | $95K | 0.1% | +131.7% | 0.007% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 36,191 | $1.30M | 0.8% | +11.3% | 0.101% | |
| 4/15/2025 | Gibson Capital LLC | 390,767 | $13.99M | 2.9% | -2.6% | 1.087% | |
| 4/15/2025 | SJS Investment Consulting Inc. | 190,766 | $6.83M | 1.2% | +8.2% | 0.531% | |
| 4/15/2025 | Shira Ridge Wealth Management | 31,383 | $1.12M | 0.6% | -3.1% | 0.087% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 22,826 | $765K | 0.2% | -46.7% | 0.063% | |
| 4/15/2025 | Simplicity Wealth LLC | 83,566 | $2.99M | 0.2% | N/A | 0.232% | |
