| 10/24/2025 | Washington Trust Bank | 4,538 | $203K | 0.0% | N/A | 0.002% | |
| 10/24/2025 | Warwick Investment Management Inc. | 51,542 | $2.30M | 0.4% | +0.4% | 0.019% | |
| 10/24/2025 | Axis Wealth Partners LLC | 74,892 | $3.35M | 2.0% | +8.1% | 0.027% | |
| 10/24/2025 | Forum Financial Management LP | 1,200,838 | $53.67M | 0.7% | -0.5% | 0.437% | |
| 10/24/2025 | Hemington Wealth Management | 115,604 | $5.17M | 0.7% | -2.0% | 0.042% | |
| 10/24/2025 | TFC Financial Management Inc. | 931,429 | $41.63M | 5.3% | -1.0% | 0.339% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 55,472 | $2.48M | 0.3% | +11.6% | 0.020% | |
| 10/24/2025 | Austin Asset Management Co Inc | 332,657 | $14.87M | 2.8% | -1.7% | 0.121% | |
| 10/24/2025 | Tarbox Family Office Inc. | 41,164 | $1.84M | 0.3% | -1.2% | 0.015% | |
| 10/24/2025 | Colorado Capital Management Inc. | 132,093 | $5.90M | 2.3% | -0.3% | 0.048% | |
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| 10/23/2025 | Capital Investment Advisors LLC | 16,060 | $718K | 0.0% | +8.3% | 0.006% | |
| 10/23/2025 | Cortland Associates Inc. MO | 10,350 | $463K | 0.1% | N/A | 0.004% | |
| 10/23/2025 | Guidance Point Advisors LLC | 4,505 | $201K | 0.0% | N/A | 0.002% | |
| 10/23/2025 | Summit Wealth Group LLC | 293,034 | $13.10M | 3.2% | +4.4% | 0.107% | |
| 10/23/2025 | Moisand Fitzgerald Tamayo LLC | 565,076 | $25.25M | 3.0% | -1.2% | 0.206% | |
| 10/23/2025 | Clarity Capital Advisors LLC | 56,897 | $2.54M | 1.4% | -10.7% | 0.021% | |
| 10/23/2025 | Investmark Advisory Group LLC | 238,673 | $10.67M | 4.6% | -49.3% | 0.087% | |
| 10/23/2025 | Spire Wealth Management | 315,003 | $14.08M | 0.5% | -1.0% | 0.115% | |
| 10/23/2025 | CX Institutional | 2,970 | $133K | 0.0% | +130.4% | 0.001% | |
| 10/22/2025 | Index Fund Advisors Inc. | 5,827,280 | $260.42M | 12.6% | +10.6% | 2.121% | |
| 10/22/2025 | Cerity Partners LLC | 2,513,989 | $112.35M | 0.2% | -4.4% | 0.915% | |
| 10/22/2025 | TRU Independence Asset Management 2 LLC | 27,338 | $1.22M | 0.8% | -3.3% | 0.010% | |
| 10/22/2025 | Stone Summit Wealth LLC | 45,274 | $2.02M | 0.6% | -3.0% | 0.016% | |
| 10/22/2025 | Greenspring Advisors LLC | 31,511 | $1.41M | 0.2% | N/A | 0.011% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 703,555 | $31.44M | 0.0% | -3.4% | 0.256% | |
| 10/22/2025 | Disciplined Equity Management Inc. | 772,762 | $34.54M | 18.8% | +3.5% | 0.281% | |
| 10/22/2025 | Porter White Investment Advisors Inc. | 964,880 | $43.12M | 18.5% | +1.1% | 0.351% | |
| 10/22/2025 | Earned Wealth Advisors LLC | 533,531 | $23.84M | 3.9% | -1.8% | 0.194% | |
| 10/22/2025 | Vannoy Advisory Group Inc. | 100,090 | $4.47M | 2.9% | -0.6% | 0.036% | |
| 10/21/2025 | BetterWealth LLC | 18,641 | $833K | 0.2% | -20.4% | 0.007% | |
| 10/21/2025 | Global Retirement Partners LLC | 45,326 | $2.03M | 0.0% | -1.2% | 0.017% | |
| 10/21/2025 | TruNorth Capital Management LLC | 163,506 | $7.31M | 1.4% | -0.1% | 0.060% | |
| 10/21/2025 | Signaturefd LLC | 20,262 | $906K | 0.0% | +6.7% | 0.007% | |
| 10/21/2025 | Intelligent Financial Strategies | 107,939 | $4.82M | 2.3% | -2.6% | 0.039% | |
| 10/21/2025 | Kooman & Associates | 456,957 | $20.42M | 6.3% | +4.3% | 0.166% | |
| 10/21/2025 | Applied Capital LLC | 31,404 | $1.40M | 0.6% | -2.4% | 0.011% | |
| 10/21/2025 | SJS Investment Consulting Inc. | 26,169 | $1.17M | 0.2% | -24.1% | 0.010% | |
| 10/21/2025 | Financial Consulate Inc. | 2,535 | $113K | 0.0% | N/A | 0.001% | |
| 10/21/2025 | My Personal CFO LLC | 55,093 | $2.46M | 1.0% | N/A | 0.020% | |
| 10/21/2025 | TFO Wealth Partners LLC | 554,729 | $24.79M | 4.0% | +1.0% | 0.202% | |
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| 10/21/2025 | Mather Group LLC. | 571,643 | $25.55M | 0.3% | -3.3% | 0.208% | |
| 10/20/2025 | Premier Financial Group | 588,137 | $26.15M | 7.0% | -0.3% | 0.214% | |
| 10/20/2025 | Merit Financial Group LLC | 29,092 | $1.30M | 0.0% | -17.8% | 0.011% | |
| 10/20/2025 | Lauer Wealth LLC | 4,500 | $201K | 0.1% | -26.8% | 0.002% | |
| 10/20/2025 | Marietta Wealth Management LLC | 20,410 | $912K | 0.1% | -2.7% | 0.007% | |
| 10/20/2025 | Sax Wealth Advisors LLC | 832,056 | $37.19M | 2.0% | +0.6% | 0.303% | |
| 10/20/2025 | Squire Investment Management Company LLC | 286,555 | $12.81M | 4.2% | +2.0% | 0.104% | |
| 10/20/2025 | Mustard Seed Financial LLC | 22,445 | $1.00M | 0.6% | +1.0% | 0.008% | |
| 10/20/2025 | Pure Financial Advisors LLC | 18,501 | $827K | 0.0% | +3.3% | 0.007% | |
| 10/17/2025 | 1900 Wealth Management LLC | 520,638 | $23.27M | 1.6% | -1.6% | 0.190% | |
| 10/17/2025 | WorthPointe LLC | 534,861 | $23.90M | 9.0% | -0.1% | 0.195% | |
| 10/17/2025 | Total Wealth Planning LLC | 113,917 | $5.09M | 0.6% | -2.0% | 0.041% | |
| 10/17/2025 | Clune & Associates LTD. | 455,670 | $20.36M | 5.1% | -3.7% | 0.166% | |
| 10/17/2025 | Perigon Wealth Management LLC | 14,991 | $670K | 0.0% | +10.2% | 0.005% | |
| 10/17/2025 | Sovereign Financial Group Inc. | 9,295 | $415K | 0.1% | +34.2% | 0.003% | |
| 10/17/2025 | Apella Capital LLC | 821,903 | $36.25M | 0.8% | -1.4% | 0.299% | |
| 10/17/2025 | Apollon Wealth Management LLC | 23,230 | $1.04M | 0.0% | -1.4% | 0.008% | |
| 10/16/2025 | OLIO Financial Planning | 4,814 | $215K | 0.1% | -17.6% | 0.002% | |
| 10/16/2025 | Cordant Inc. | 47,571 | $2.13M | 1.0% | +1.4% | 0.017% | |
| 10/16/2025 | Triune Financial Partners LLC | 941,843 | $42.09M | 10.6% | +3.5% | 0.343% | |
| 10/16/2025 | Blue Trust Inc. | 43,775 | $1.96M | 0.0% | +0.9% | 0.016% | |
| 10/16/2025 | Shearwater Capital LLC | 141,244 | $6.31M | 3.7% | -2.3% | 0.051% | |
| 10/16/2025 | Quad Cities Investment Group LLC | 10,298 | $460K | 0.2% | -6.5% | 0.004% | |
| 10/16/2025 | Yeomans Consulting Group Inc. | 109,164 | $4.88M | 1.7% | +2.7% | 0.040% | |
| 10/15/2025 | CWM LLC | 68,311 | $3.05M | 0.0% | -15.4% | 0.025% | |
| 10/15/2025 | Weinberger Asset Management Inc | 118,536 | $5.30M | 1.9% | +19.2% | 0.043% | |
| 10/15/2025 | Vestia Personal Wealth Advisors | 243,449 | $10.88M | 5.9% | +4.3% | 0.089% | |
| 10/15/2025 | Private Trust Co. NA | 9,274 | $414K | 0.0% | -24.9% | 0.003% | |
| 10/15/2025 | Level Financial Advisors | 197,843 | $8.84M | 2.5% | -0.9% | 0.072% | |
| 10/15/2025 | Symmetry Partners LLC | 628,491 | $28.09M | 3.1% | -2.7% | 0.229% | |
| 10/15/2025 | Cypress Wealth Services LLC | 52,617 | $2.35M | 0.4% | -2.3% | 0.019% | |
| 10/15/2025 | Plancorp LLC | 5,836,699 | $260.84M | 8.2% | -2.8% | 2.126% | |
| 10/15/2025 | Bannerman Wealth Management Group LLC | 26,180 | $1.17M | 0.9% | -33.3% | 0.010% | |
| 10/14/2025 | RTD Financial Advisors Inc. | 230,438 | $10.30M | 1.2% | -4.6% | 0.084% | |
| 10/14/2025 | DiNuzzo Private Wealth Inc. | 470,667 | $20.92M | 2.4% | -0.3% | 0.171% | |
| 10/14/2025 | Farther Finance Advisors LLC | 448,606 | $20.05M | 0.3% | +6.4% | 0.163% | |
| 10/14/2025 | Juncture Wealth Strategies LLC | 391,554 | $17.50M | 5.9% | -7.1% | 0.143% | |
| 10/14/2025 | Meritas Wealth Management LLC | 579,141 | $25.88M | 12.8% | -1.7% | 0.211% | |
| 10/14/2025 | Kaufman Rossin Wealth LLC | 25,704 | $1.15M | 0.6% | -9.3% | 0.009% | |
| 10/14/2025 | Northwest Wealth Management LLC | 135,319 | $6.05M | 1.0% | -2.2% | 0.049% | |
| 10/14/2025 | Parkwoods Wealth Partners LLC | 924,248 | $41.31M | 14.1% | +33.5% | 0.337% | |
| 10/14/2025 | Financial Harvest LLC | 180,953 | $8.09M | 5.5% | -2.5% | 0.066% | |
| 10/14/2025 | Dopkins Wealth Management LLC | 429,405 | $19.19M | 8.1% | -5.3% | 0.156% | |
| 10/14/2025 | Brighton Jones LLC | 27,807 | $1.24M | 0.0% | -2.0% | 0.010% | |
| 10/14/2025 | Foster Group Inc. | 1,301,273 | $58.15M | 1.8% | -2.4% | 0.474% | |
| 10/14/2025 | Evanson Asset Management LLC | 1,317,812 | $58.89M | 3.4% | -0.5% | 0.480% | |
| 10/14/2025 | TCI Wealth Advisors Inc. | 3,041,107 | $135.91M | 8.1% | +10.9% | 1.107% | |
| 10/10/2025 | Navigoe LLC | 327,159 | $14.62M | 9.3% | +4.1% | 0.119% | |
| 10/10/2025 | Arlington Financial Advisors LLC | 17,905 | $800K | 0.1% | N/A | 0.007% | |
| 10/10/2025 | HMV Wealth Advisors LLC | 90,856 | $4.06M | 2.2% | -1.3% | 0.033% | |
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| 10/10/2025 | Matauro LLC | 55,664 | $2.49M | 0.4% | +5.4% | 0.020% | |
| 10/10/2025 | Abound Wealth Management | 2,482 | $111K | 0.0% | N/A | 0.001% | |
| 10/10/2025 | Arbor Wealth Advisors LLC | 19,151 | $856K | 0.6% | -6.8% | 0.007% | |
| 10/9/2025 | Baker Tilly Wealth Management LLC | 310,665 | $13.88M | 3.1% | +1,209.9% | 0.113% | |
| 10/9/2025 | Capstone Wealth Management LLC | 214,913 | $9.60M | 7.4% | +2.1% | 0.078% | |
| 10/9/2025 | LVM Capital Management Ltd. MI | 7,391 | $330K | 0.0% | N/A | 0.003% | |
| 10/9/2025 | ShankerValleau Wealth Advisors Inc. | 588,752 | $26.31M | 6.8% | +0.2% | 0.214% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 379,065 | $16.94M | 0.5% | +0.8% | 0.138% | |
| 10/9/2025 | Embree Financial Group | 121,015 | $5.41M | 0.7% | -17.9% | 0.044% | |
| 10/9/2025 | Wealth Advisors Northwest LLC | 72,051 | $3.22M | 1.6% | -10.6% | 0.026% | |