| 5/12/2025 | Independent Advisor Alliance | 20,214 | $646K | 0.0% | +13.1% | 0.104% | |
| 5/12/2025 | Townsquare Capital LLC | 244,422 | $7.81M | 0.1% | -0.5% | 1.260% | |
| 5/12/2025 | Alesco Advisors LLC | 29,373 | $939K | 0.0% | -6.4% | 0.151% | |
| 5/9/2025 | Wealthspire Advisors LLC | 17,543 | $561K | 0.0% | -18.7% | 0.090% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,689 | $214K | 0.0% | -86.9% | 0.034% | |
| 5/9/2025 | Probity Advisors Inc. | 28,352 | $906K | 0.2% | -4.2% | 0.146% | |
| 5/9/2025 | Blair William & Co. IL | 23,970 | $766K | 0.0% | -7.6% | 0.124% | |
| 5/9/2025 | Novus Advisors LLC | 18,405 | $588K | 0.6% | +1.8% | 0.095% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 117,866 | $3.77M | 0.0% | -5.8% | 0.608% | |
| 5/8/2025 | TIAA Trust National Association | 229,895 | $7.35M | 0.0% | -2.7% | 1.185% | |
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| 5/8/2025 | Commerce Bank | 256,432 | $8.20M | 0.1% | -19.9% | 1.322% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 22,967 | $734K | 0.3% | -1.5% | 0.118% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 342,048 | $10.93M | 0.8% | +3.6% | 1.763% | |
| 5/7/2025 | Eagle Bluffs Wealth Management LLC | 99,876 | $3.19M | 1.7% | -0.5% | 0.515% | |
| 5/7/2025 | LPL Financial LLC | 1,117,365 | $35.71M | 0.0% | +4.4% | 5.760% | |
| 5/7/2025 | Trilogy Capital Inc. | 22,126 | $707K | 0.0% | -78.3% | 0.114% | |
| 5/6/2025 | Assetmark Inc. | 541,253 | $17.30M | 0.0% | -5.7% | 2.790% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 6,995 | $223K | 0.1% | -28.9% | 0.036% | |
| 5/6/2025 | Cetera Investment Advisers | 530,052 | $16.94M | 0.0% | +4.7% | 2.732% | |
| 5/6/2025 | Lifeworks Advisors LLC | 9,153 | $293K | 0.0% | -10.2% | 0.047% | |
| 5/6/2025 | AE Wealth Management LLC | 36,181 | $1.16M | 0.0% | +13.6% | 0.187% | |
| 5/6/2025 | Efficient Advisors LLC | 16,081 | $514K | 0.0% | -25.6% | 0.083% | |
| 5/6/2025 | Accredited Investors Inc. | 42,965 | $1.37M | 0.1% | -3.0% | 0.221% | |
| 5/5/2025 | Csenge Advisory Group | 16,988 | $553K | 0.0% | -4.2% | 0.088% | |
| 5/5/2025 | Private Advisor Group LLC | 135,584 | $4.33M | 0.0% | -2.9% | 0.699% | |
| 5/5/2025 | JMG Financial Group Ltd. | 6,329 | $202K | 0.0% | N/A | 0.033% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 283,469 | $9.06M | 0.1% | -2.3% | 1.461% | |
| 5/2/2025 | BIP Wealth LLC | 112,888 | $3.61M | 0.2% | +3.2% | 0.582% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 39,842 | $1.27M | 0.1% | +3.4% | 0.205% | |
| 5/2/2025 | Larson Financial Group LLC | 13,391 | $428K | 0.0% | -18.3% | 0.069% | |
| 5/2/2025 | Landmark Wealth Management LLC | 10,037 | $321K | 0.1% | -9.2% | 0.052% | |
| 5/2/2025 | Apollon Wealth Management LLC | 15,225 | $487K | 0.0% | -10.1% | 0.078% | |
| 5/1/2025 | Asset Dedication LLC | 9,844 | $315K | 0.0% | -4.8% | 0.051% | |
| 5/1/2025 | CWM LLC | 2,987 | $95K | 0.0% | +12.5% | 0.015% | |
| 5/1/2025 | Omega Financial Group LLC | 6,364 | $203K | 0.1% | N/A | 0.033% | |
| 5/1/2025 | Austin Wealth Management LLC | 19,911 | $664K | 0.1% | -3.6% | 0.103% | |
| 4/30/2025 | Cerity Partners LLC | 182,932 | $5.85M | 0.0% | -1.1% | 0.943% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 18,370 | $587K | 0.0% | -5.8% | 0.095% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 32,324 | $1.03M | 0.5% | +6.0% | 0.167% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 868,643 | $27.76M | 0.0% | +4.3% | 4.478% | |
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| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 117,373 | $3.75M | 2.2% | -3.0% | 0.605% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 28,832 | $952K | 0.3% | N/A | 0.149% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 7,741 | $247K | 0.0% | N/A | 0.040% | |
| 4/23/2025 | Pure Financial Advisors LLC | 90,110 | $2.88M | 0.1% | +2.9% | 0.464% | |
| 4/23/2025 | Spire Wealth Management | 31,591 | $1.01M | 0.0% | +2.1% | 0.163% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 28,826 | $921K | 0.2% | -73.0% | 0.149% | |
| 4/23/2025 | Valmark Advisers Inc. | 42,517 | $1.36M | 0.0% | +3.3% | 0.219% | |
| 4/23/2025 | Crewe Advisors LLC | 1,904 | $61K | 0.0% | -32.1% | 0.010% | |
| 4/22/2025 | Aspire Private Capital LLC | 78,114 | $2.50M | 0.6% | -7.4% | 0.403% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 477,749 | $15.27M | 0.1% | +5.8% | 2.463% | |
| 4/21/2025 | Aspiriant LLC | 6,294 | $201K | 0.0% | N/A | 0.032% | |
| 4/17/2025 | Mission Wealth Management LP | 76,366 | $2.44M | 0.1% | -1.4% | 0.394% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 11,250 | $360K | 0.5% | N/A | 0.058% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 41,951 | $1.30M | 0.4% | -0.8% | 0.216% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,465 | $782K | 0.0% | -9.3% | 0.126% | |
| 4/16/2025 | RTD Financial Advisors Inc. | 131,615 | $4.21M | 0.6% | -0.6% | 0.678% | |
| 4/15/2025 | Corrigan Financial Inc. | 296,834 | $9.49M | 2.0% | -0.6% | 1.530% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 56,431 | $1.80M | 0.0% | -2.0% | 0.291% | |
| 4/14/2025 | International Private Wealth Advisors LLC | 11,370 | $363K | 0.3% | +9.4% | 0.059% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,345 | $107K | 0.0% | -29.9% | 0.017% | |
| 4/14/2025 | Portside Wealth Group LLC | 19,720 | $630K | 0.1% | +7.6% | 0.102% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 11,531 | $369K | 0.1% | -3.1% | 0.059% | |
| 4/14/2025 | Park Avenue Securities LLC | 211,349 | $6.76M | 0.1% | +3.4% | 1.089% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 33,433 | $1.07M | 0.8% | -1.7% | 0.172% | |
| 4/14/2025 | LexAurum Advisors LLC | 6,388 | $204K | 0.0% | N/A | 0.033% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 54,677 | $1.75M | 0.2% | +7.2% | 0.282% | |
| 4/10/2025 | Portside Wealth Group LLC | 18,328 | $568K | 0.1% | +5.5% | 0.094% | |
| 4/10/2025 | Iams Wealth Management LLC | 7,999 | $256K | 0.1% | -5.1% | 0.041% | |
| 4/8/2025 | Global Financial Private Client LLC | 14,545 | $465K | 0.2% | +3.3% | 0.075% | |
| 3/28/2025 | Berkeley Inc | 6,661 | $206K | 0.1% | -50.8% | 0.034% | |
| 3/24/2025 | Wellington Management Group LLP | 31,468 | $975K | 0.0% | -15.0% | 0.159% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 898 | $28K | 0.0% | N/A | 0.005% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,985 | $836K | 0.0% | -8.5% | 0.136% | |
| 3/5/2025 | Probity Advisors Inc. | 29,589 | $917K | 0.2% | -7.2% | 0.149% | |
| 2/17/2025 | Sentinus LLC | 19,647 | $609K | 0.2% | +401.2% | 0.099% | |
| 2/17/2025 | Focus Partners Wealth | 17,001 | $527K | 0.0% | -12.3% | 0.086% | |
| 2/17/2025 | Cetera Investment Advisers | 506,074 | $15.68M | 0.0% | +0.1% | 2.556% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 32,407 | $1.00M | 0.0% | N/A | 0.164% | |
| 2/17/2025 | BIP Wealth LLC | 109,386 | $3.39M | 0.2% | +8.7% | 0.552% | |
| 2/14/2025 | Jane Street Group LLC | 81,513 | $2.53M | 0.0% | -69.9% | 0.412% | |
| 2/14/2025 | Northern Trust Corp | 49,750 | $1.54M | 0.0% | -63.0% | 0.251% | |
| 2/14/2025 | Betterment LLC | 10,640 | $330K | 0.0% | +19.6% | 0.054% | |
| 2/14/2025 | Transce3nd LLC | 992 | $31K | 0.0% | N/A | 0.005% | |
| 2/14/2025 | Freedom Investment Management Inc. | 15,331 | $475K | 0.0% | +9.1% | 0.077% | |
| 2/14/2025 | GeoWealth Management LLC | 82,166 | $2.55M | 0.1% | +5.9% | 0.415% | |
| 2/14/2025 | Commerce Bank | 320,056 | $9.92M | 0.1% | -26.2% | 1.616% | |
| 2/13/2025 | Tobias Financial Advisors Inc. | 110,494 | $3.42M | 0.7% | -1.1% | 0.558% | |
| 2/13/2025 | NewEdge Advisors LLC | 68,338 | $2.12M | 0.0% | +8.6% | 0.345% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 33,580 | $1.04M | 1.1% | N/A | 0.170% | |
| 2/13/2025 | CreativeOne Wealth LLC | 26,170 | $811K | 0.0% | +35.6% | 0.132% | |
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| 2/13/2025 | Townsquare Capital LLC | 245,705 | $7.61M | 0.1% | +1.4% | 1.241% | |
| 2/13/2025 | Accredited Investors Inc. | 44,298 | $1.37M | 0.1% | +10.6% | 0.224% | |
| 2/13/2025 | Bessemer Group Inc. | 1,128 | $35K | 0.0% | N/A | 0.006% | |
| 2/13/2025 | Raymond James Financial Inc. | 27,686 | $858K | 0.0% | N/A | 0.140% | |
| 2/13/2025 | Bank of Montreal Can | 26,985 | $836K | 0.0% | -78.6% | 0.136% | |
| 2/13/2025 | Cerity Partners LLC | 184,934 | $5.73M | 0.0% | -1.8% | 0.934% | |
| 2/13/2025 | Quadrant Capital Group LLC | 2,800 | $87K | 0.0% | N/A | 0.014% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 833,028 | $25.81M | 0.0% | +7.9% | 4.207% | |
| 2/12/2025 | Pitcairn Co. | 10,237 | $317K | 0.0% | -31.0% | 0.052% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 45,940 | $1.43M | 0.1% | +5.1% | 0.232% | |
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