| 5/1/2025 | CWM LLC | 347,855 | $9.79M | 0.0% | +292.2% | 0.225% | |
| 5/1/2025 | United Wealth Management LLC | 805,333 | $22.67M | 7.1% | +13.8% | 0.520% | |
| 5/1/2025 | V2 Financial group LLC | 71,071 | $2.00M | 1.3% | -4.4% | 0.046% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 21,095 | $594K | 0.4% | N/A | 0.014% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 43,978 | $1.24M | 0.5% | -9.5% | 0.028% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 1,110 | $31K | 0.0% | N/A | 0.001% | |
| 5/1/2025 | Hippocratic Financial Advisors LLC | 173,901 | $4.90M | 2.9% | +13.0% | 0.112% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 149,823 | $4.22M | 3.2% | +30.5% | 0.097% | |
| 4/30/2025 | Cerity Partners LLC | 933,182 | $26.27M | 0.1% | +18.2% | 0.602% | |
| 4/30/2025 | Phillips Financial Management LLC | 173,346 | $4.88M | 0.4% | +2.3% | 0.112% | |
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| 4/30/2025 | TRU Independence Asset Management 2 LLC | 107,655 | $3.03M | 2.3% | -6.2% | 0.069% | |
| 4/30/2025 | Astra Wealth Partners LLC | 15,978 | $450K | 0.4% | +5.8% | 0.010% | |
| 4/30/2025 | Narus Financial Partners LLC | 11,264 | $317K | 0.1% | +21.0% | 0.007% | |
| 4/30/2025 | Allworth Financial LP | 448,730 | $11.96M | 0.1% | +36.5% | 0.290% | |
| 4/30/2025 | Index Fund Advisors Inc. | 1,957,175 | $55.09M | 3.4% | +3.5% | 1.264% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 73,923 | $2.08M | 0.1% | +8.8% | 0.048% | |
| 4/30/2025 | Financial Symmetry Inc | 87,633 | $2.47M | 1.5% | +5.5% | 0.057% | |
| 4/30/2025 | Aurelius Family Office LLC | 18,137 | $511K | 0.3% | -80.7% | 0.012% | |
| 4/30/2025 | Brown Advisory Inc. | 17,885 | $503K | 0.0% | +8.0% | 0.012% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 55,765 | $1.57M | 0.3% | N/A | 0.036% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,178,593 | $33.18M | 0.0% | +14.3% | 0.761% | |
| 4/29/2025 | Financial Architects LLC | 308,695 | $8.69M | 5.5% | +15.0% | 0.199% | |
| 4/29/2025 | Cloud Capital Management LLC | 9,883 | $278K | 0.2% | N/A | 0.006% | |
| 4/29/2025 | Capital Planning LLC | 32,111 | $904K | 0.3% | -2.9% | 0.021% | |
| 4/29/2025 | REDW Wealth LLC | 28,120 | $792K | 0.3% | -6.6% | 0.018% | |
| 4/29/2025 | Discipline Wealth Solutions LLC | 126,595 | $3.56M | 1.7% | -7.3% | 0.082% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 894,652 | $22.95M | 3.0% | +0.7% | 0.578% | |
| 4/29/2025 | von Borstel & Associates Inc. | 726,377 | $20.45M | 6.1% | +40.7% | 0.469% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 449,646 | $12.66M | 0.1% | +16.5% | 0.290% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 271,525 | $7.64M | 0.3% | +1,226.3% | 0.175% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 232,928 | $6.56M | 2.4% | +13.8% | 0.150% | |
| 4/28/2025 | Mutual Advisors LLC | 43,448 | $1.15M | 0.0% | +8.5% | 0.028% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 23,800 | $670K | 0.4% | N/A | 0.015% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 23,124 | $651K | 0.1% | -9.8% | 0.015% | |
| 4/28/2025 | Equita Financial Network Inc. | 869,993 | $24.49M | 8.6% | +10.8% | 0.562% | |
| 4/28/2025 | Redmont Wealth Advisors LLC | 10,605 | $299K | 0.6% | -43.7% | 0.007% | |
| 4/28/2025 | Ballentine Capital Advisors Inc | 261,861 | $7.37M | 3.7% | +2.6% | 0.169% | |
| 4/28/2025 | BetterWealth LLC | 121,591 | $3.42M | 1.0% | -48.0% | 0.078% | |
| 4/28/2025 | ABLE Financial Group LLC | 36,477 | $1.03M | 0.3% | N/A | 0.024% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 1,667 | $47K | 0.0% | N/A | 0.001% | |
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| 4/25/2025 | Mather Group LLC. | 5,010,439 | $141.04M | 1.6% | +20.0% | 3.235% | |
| 4/25/2025 | Oceanside Advisors LLC | 378,751 | $10.66M | 7.7% | +4.5% | 0.245% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 1,238,452 | $34.86M | 4.4% | +0.9% | 0.800% | |
| 4/25/2025 | Northwest Wealth Management LLC | 63,008 | $1.77M | 0.4% | +2.3% | 0.041% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 24,963 | $703K | 0.4% | -5.9% | 0.016% | |
| 4/25/2025 | Grunden Financial Advisory Inc. | 406,987 | $11.46M | 5.6% | -2.1% | 0.263% | |
| 4/25/2025 | L.K. Benson & Company P.C. | 7,588 | $214K | 0.1% | +11.1% | 0.005% | |
| 4/25/2025 | Root Financial Partners LLC | 1,297,883 | $36.58M | 3.9% | -12.0% | 0.838% | |
| 4/25/2025 | RCS Financial Planning LLC | 301,834 | $8.50M | 4.5% | +2.9% | 0.195% | |
| 4/24/2025 | Heirloom Wealth Management | 35,195 | $991K | 0.3% | +8.8% | 0.024% | |
| 4/24/2025 | Diversified Trust Co | 33,246 | $936K | 0.0% | -54.2% | 0.022% | |
| 4/23/2025 | Austin Asset Management Co Inc | 10,800 | $304K | 0.1% | N/A | 0.007% | |
| 4/23/2025 | Vannoy Advisory Group Inc. | 82,785 | $2.33M | 1.7% | +1.0% | 0.056% | |
| 4/23/2025 | Perigon Wealth Management LLC | 388,184 | $10.93M | 0.3% | +4.7% | 0.261% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 521,069 | $14.67M | 6.5% | -29.4% | 0.350% | |
| 4/23/2025 | Spire Wealth Management | 15,342 | $432K | 0.0% | +28.8% | 0.010% | |
| 4/23/2025 | Timonier Family Office LTD. | 301,555 | $8.49M | 3.8% | +33.1% | 0.203% | |
| 4/23/2025 | Mattern Wealth Management LLC | 63,532 | $1.79M | 0.4% | -8.3% | 0.043% | |
| 4/23/2025 | Balance Wealth LLC | 9,444 | $266K | 0.2% | N/A | 0.006% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 746,711 | $21.02M | 6.6% | +9.9% | 0.502% | |
| 4/23/2025 | PBMares Wealth Management LLC | 203,355 | $5.72M | 1.1% | +5.3% | 0.137% | |
| 4/23/2025 | Integris Wealth Management LLC | 561,059 | $15.79M | 4.5% | +4.0% | 0.377% | |
| 4/23/2025 | Foundation Wealth Management LLC PA | 208,785 | $5.88M | 2.8% | +23.2% | 0.140% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 94,288 | $2.65M | 0.5% | +7.7% | 0.063% | |
| 4/23/2025 | Vantage Point Financial LLC | 153,215 | $4.31M | 2.2% | +18.8% | 0.103% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 215,124 | $6.06M | 4.4% | +20.6% | 0.145% | |
| 4/22/2025 | Diversified Portfolios Inc. | 443,919 | $12.50M | 1.3% | +17.2% | 0.298% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 91,824 | $2.59M | 1.3% | +8.6% | 0.062% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 126,913 | $3.57M | 0.0% | -11.6% | 0.085% | |
| 4/22/2025 | XY Planning Network Inc. | 67,995 | $1.91M | 1.3% | +13.8% | 0.046% | |
| 4/22/2025 | Evanson Asset Management LLC | 893,983 | $25.17M | 1.8% | +0.9% | 0.601% | |
| 4/22/2025 | Compass Ion Advisors LLC | 20,603 | $580K | 0.1% | +20.8% | 0.014% | |
| 4/21/2025 | CPA Asset Management LLC | 38,367 | $1.08M | 0.5% | +92.1% | 0.026% | |
| 4/21/2025 | Kraft Asset Management LLC | 13,395 | $377K | 0.3% | -32.1% | 0.009% | |
| 4/21/2025 | Martin Worley Group | 83,556 | $2.35M | 1.3% | +16.1% | 0.056% | |
| 4/21/2025 | Blue Trust Inc. | 82,122 | $2.31M | 0.0% | -2.1% | 0.055% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,859 | $305K | 0.0% | +12.4% | 0.007% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 37,713 | $1.06M | 0.5% | +3.4% | 0.025% | |
| 4/21/2025 | Well Done LLC | 383,465 | $11.80M | 2.2% | +0.4% | 0.258% | |
| 4/21/2025 | HFG Advisors Inc. | 39,583 | $1.11M | 1.0% | +2.2% | 0.027% | |
| 4/21/2025 | Builder Investment Group Inc. ADV | 18,983 | $534K | 0.2% | +12.3% | 0.013% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 72,346 | $2.04M | 0.1% | +3.1% | 0.049% | |
| 4/18/2025 | Global Trust Asset Management LLC | 24,455 | $688K | 0.4% | -36.7% | 0.016% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 17,863 | $503K | 0.0% | +8.6% | 0.012% | |
| 4/17/2025 | Sprinkle Financial Consultants LLC | 28,365 | $798K | 0.5% | +3.2% | 0.019% | |
| 4/17/2025 | GEM Asset Management LLC | 25,799 | $727K | 0.4% | -22.7% | 0.017% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 26,847 | $756K | 0.0% | -21.4% | 0.018% | |
| 4/17/2025 | Bayshore Asset Management LLC | 7,817 | $220K | 0.1% | N/A | 0.005% | |
| 4/17/2025 | Retirement Solution LLC | 618,630 | $17.41M | 4.7% | -1.2% | 0.416% | |
| 4/17/2025 | CogentBlue Wealth Advisors LLC | 19,578 | $551K | 0.5% | N/A | 0.013% | |
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| 4/17/2025 | Ritholtz Wealth Management | 2,451,943 | $69.02M | 2.1% | +16.3% | 1.648% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 17,028 | $479K | 0.0% | +136.1% | 0.011% | |
| 4/17/2025 | Scratch Capital LLC | 189,253 | $5.33M | 5.5% | +474.4% | 0.127% | |
| 4/16/2025 | Lam Group Inc. | 102,785 | $2.89M | 2.1% | +10.8% | 0.069% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 784,338 | $22.08M | 0.0% | +7.7% | 0.527% | |
| 4/16/2025 | CVA Family Office LLC | 1,048 | $30K | 0.0% | N/A | 0.001% | |
| 4/16/2025 | Krilogy Financial LLC | 468,348 | $13.18M | 0.9% | +8.7% | 0.315% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 429,342 | $12.09M | 7.7% | +20.6% | 0.289% | |
| 4/16/2025 | Schoolcraft Capital LLC | 157,053 | $4.42M | 0.9% | +9.6% | 0.106% | |
| 4/16/2025 | GEN Financial Management INC. | 30,170 | $849K | 0.6% | +69.8% | 0.020% | |
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