| 8/1/2025 | Strategic Financial Services Inc. | 3,821,219 | $245.06M | 13.2% | +2.5% | 9.366% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 496,049 | $31.81M | 0.0% | +9.9% | 1.216% | |
| 7/31/2025 | Wealthfront Advisers LLC | 6,934 | $445K | 0.0% | N/A | 0.017% | |
| 7/31/2025 | Forte Asset Management LLC | 113,322 | $7.27M | 3.7% | +3.8% | 0.278% | |
| 7/31/2025 | AlTi Global Inc. | 92,851 | $5.96M | 0.1% | -35.9% | 0.228% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 697,614 | $44.74M | 3.5% | +2.4% | 1.710% | |
| 7/30/2025 | Phillips Financial Management LLC | 378,734 | $24.29M | 1.8% | -2.7% | 0.928% | |
| 7/30/2025 | Family Capital Trust Co | 161,174 | $10.34M | 3.6% | -0.4% | 0.395% | |
| 7/29/2025 | Planned Solutions Inc. | 19,185 | $1.23M | 0.5% | +1.2% | 0.047% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 107,992 | $6.93M | 0.2% | -3.7% | 0.265% | |
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| 7/29/2025 | Foster & Motley Inc. | 206,060 | $13.22M | 0.8% | -1.7% | 0.505% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 78,573 | $5.04M | 2.1% | -2.9% | 0.193% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 442,817 | $28.40M | 6.2% | -2.6% | 1.085% | |
| 7/28/2025 | JGP Wealth Management LLC | 5,840 | $375K | 0.0% | +7.5% | 0.014% | |
| 7/25/2025 | RHS Financial LLC | 64,957 | $4.17M | 2.4% | +25.3% | 0.159% | |
| 7/25/2025 | CWM LLC | 93,533 | $6.00M | 0.0% | +0.3% | 0.229% | |
| 7/24/2025 | JNBA Financial Advisors | 1,615 | $104K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 22,084 | $1.42M | 0.1% | -7.5% | 0.054% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 189,150 | $12.13M | 1.2% | -13.2% | 0.464% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 4,911 | $315K | 0.0% | -3.8% | 0.012% | |
| 7/24/2025 | Edge Financial Advisors LLC | 24,380 | $1.56M | 0.8% | N/A | 0.060% | |
| 7/23/2025 | Columbus Macro LLC | 4,143 | $266K | 0.0% | N/A | 0.010% | |
| 7/23/2025 | Heck Capital Advisors LLC | 79,122 | $5.07M | 0.4% | N/A | 0.194% | |
| 7/22/2025 | Grimes & Company Inc. | 42,585 | $2.73M | 0.1% | -1.9% | 0.104% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 5,082 | $326K | 0.1% | -22.7% | 0.012% | |
| 7/18/2025 | EWA LLC | 508,281 | $32.60M | 10.3% | +3.8% | 1.246% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 5,835 | $374K | 0.0% | +3.1% | 0.014% | |
| 7/18/2025 | SigFig Wealth Management LLC | 1,978,894 | $126.04M | 4.2% | +0.1% | 4.850% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 3,401,663 | $218.15M | 11.4% | +0.3% | 8.368% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 155,356 | $9.96M | 9.5% | +34.1% | 0.382% | |
| 7/17/2025 | HB Wealth Management LLC | 122,769 | $7.87M | 0.1% | -17.1% | 0.302% | |
| 7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 11,218 | $719K | 0.1% | +81.2% | 0.028% | |
| 7/17/2025 | Nova R Wealth Inc. | 100,637 | $6.45M | 3.0% | +0.3% | 0.248% | |
| 7/17/2025 | Sterneck Capital Management LLC | 93,636 | $6.01M | 3.0% | -0.2% | 0.230% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 10,471 | $672K | 0.2% | -1.5% | 0.026% | |
| 7/16/2025 | Plancorp LLC | 1,742,913 | $111.77M | 3.9% | +9.4% | 4.288% | |
| 7/15/2025 | Cora Capital Advisors LLC | 485,100 | $31.11M | 13.9% | +0.5% | 1.193% | |
| 7/15/2025 | Affinity Wealth Management LLC | 650,407 | $41.71M | 6.7% | -0.5% | 1.600% | |
| 7/15/2025 | RVW Wealth LLC | 45,015 | $2.89M | 0.2% | -0.8% | 0.111% | |
| 7/14/2025 | Conrad Siegel Investment Advisors Inc. | 369,031 | $23.67M | 5.3% | -10.2% | 0.908% | |
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| 7/14/2025 | Acropolis Investment Management LLC | 229,860 | $14.74M | 0.8% | +10.6% | 0.565% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 39,249 | $2.52M | 0.4% | +2.4% | 0.097% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 1,463,380 | $93.85M | 11.1% | -3.8% | 3.600% | |
| 7/11/2025 | Farther Finance Advisors LLC | 85,928 | $5.51M | 0.1% | +1.0% | 0.211% | |
| 7/11/2025 | Kaydan Wealth Management Inc. | 12,950 | $830K | 0.3% | -7.1% | 0.032% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 212,946 | $13.83M | 0.0% | +2.2% | 0.524% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 23,381 | $1.50M | 0.2% | +34.8% | 0.058% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 3,239 | $208K | 0.0% | N/A | 0.008% | |
| 7/9/2025 | GSG Advisors LLC | 25,992 | $1.67M | 0.5% | -11.8% | 0.064% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 34,301 | $2.20M | 0.4% | -11.8% | 0.084% | |
| 7/8/2025 | RMR Wealth Builders | 13,550 | $869K | 0.1% | N/A | 0.033% | |
| 7/8/2025 | Parallel Advisors LLC | 121,446 | $7.79M | 0.2% | +21.7% | 0.299% | |
| 6/2/2025 | Modern Wealth Management LLC | 241,441 | $13.98M | 0.4% | N/A | 0.608% | |
| 5/23/2025 | Strategic Financial Services Inc. | 3,726,234 | $215.67M | 12.6% | +1.2% | 9.386% | |
| 5/20/2025 | Focus Partners Wealth | 519,509 | $30.07M | 0.1% | +1.1% | 1.309% | |
| 5/19/2025 | Jane Street Group LLC | 35,266 | $2.04M | 0.0% | N/A | 0.089% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 112,160 | $6.49M | 0.2% | -2.8% | 0.283% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 44,362 | $2.57M | 0.0% | N/A | 0.110% | |
| 5/16/2025 | Kestra Investment Management LLC | 436,674 | $25.27M | 0.8% | +7.8% | 1.100% | |
| 5/16/2025 | Jones Financial Companies Lllp | 550,697 | $31.87M | 0.0% | +467.6% | 1.387% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 1,884,073 | $109.05M | 21.0% | +2.5% | 4.746% | |
| 5/16/2025 | Plancorp LLC | 1,593,834 | $92.25M | 3.7% | +5.1% | 4.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,352 | $889K | 0.0% | -28.3% | 0.039% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,112,960 | $64.42M | 0.8% | +0.5% | 2.803% | |
| 5/16/2025 | AQR Capital Management LLC | 68,668 | $3.98M | 0.0% | +48.0% | 0.173% | |
| 5/16/2025 | AlTi Global Inc. | 144,893 | $8.39M | 0.2% | -8.5% | 0.365% | |
| 5/15/2025 | Obsido Oy | 134,319 | $7.77M | 6.7% | N/A | 0.338% | |
| 5/15/2025 | Royal Bank of Canada | 89,500 | $5.18M | 0.0% | -4.8% | 0.225% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,948 | $286K | 0.0% | -53.4% | 0.012% | |
| 5/14/2025 | CreativeOne Wealth LLC | 8,584 | $497K | 0.0% | -16.4% | 0.022% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 801 | $46K | 0.0% | +3,714.3% | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 129,873 | $7.52M | 0.0% | +42.3% | 0.327% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 83,789 | $4.85M | 0.5% | -2.1% | 0.211% | |
| 5/14/2025 | Compound Planning Inc. | 697,338 | $40.36M | 1.8% | +12.4% | 1.757% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 36,563 | $2.12M | 0.8% | -4.1% | 0.092% | |
| 5/14/2025 | Ameriprise Financial Inc. | 753,740 | $43.63M | 0.0% | +930.7% | 1.899% | |
| 5/14/2025 | Flow Traders U.S. LLC | 44,378 | $2.57M | 0.1% | N/A | 0.112% | |
| 5/13/2025 | Raymond James Financial Inc. | 117,259 | $6.79M | 0.0% | -7.2% | 0.295% | |
| 5/13/2025 | DDFG Inc | 214,030 | $12.39M | 3.4% | +39.2% | 0.539% | |
| 5/13/2025 | HighTower Advisors LLC | 169,144 | $9.79M | 0.0% | -5.6% | 0.429% | |
| 5/12/2025 | Citigroup Inc. | 137,500 | $7.96M | 0.0% | -0.7% | 0.349% | |
| 5/9/2025 | Wealthspire Advisors LLC | 52,270 | $3.03M | 0.0% | -8.5% | 0.133% | |
| 5/9/2025 | Wade Financial Advisory Inc | 257,225 | $14.89M | 5.1% | +7.6% | 0.653% | |
| 5/9/2025 | Blair William & Co. IL | 891 | $52K | 0.0% | -24.8% | 0.002% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 45,517 | $2.64M | 0.0% | +2,876.9% | 0.116% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 1,060,880 | $61.40M | 5.9% | +2.5% | 2.693% | |
| 5/8/2025 | RVW Wealth LLC | 45,380 | $2.63M | 0.2% | -4.8% | 0.115% | |
| 5/8/2025 | Foster & Motley Inc. | 209,594 | $12.13M | 0.8% | -1.5% | 0.532% | |
| 5/8/2025 | First Foundation Advisors | 17,632 | $1.02M | 0.0% | -25.7% | 0.045% | |
| 5/7/2025 | Bellwether Advisors LLC | 10,222 | $588K | 0.1% | +3.2% | 0.026% | |
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| 5/7/2025 | LPL Financial LLC | 218,801 | $12.66M | 0.0% | +26.9% | 0.555% | |
| 5/7/2025 | HB Wealth Management LLC | 148,018 | $8.57M | 0.1% | -2.6% | 0.376% | |
| 5/6/2025 | Assetmark Inc. | 4,807 | $278K | 0.0% | +223.1% | 0.012% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 80,960 | $4.69M | 2.2% | -79.9% | 0.205% | |
| 5/6/2025 | SFE Investment Counsel | 5,761 | $333K | 0.1% | N/A | 0.015% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 14,554 | $842K | 0.2% | +8.4% | 0.037% | |
| 5/5/2025 | Diversify Advisory Services LLC | 50,504 | $2.90M | 0.2% | -3.7% | 0.128% | |
| 5/2/2025 | KM Capital Management Ltd. | 52,627 | $3.05M | 1.6% | +4.7% | 0.134% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 67,972 | $3.93M | 0.1% | -1.6% | 0.173% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 454,532 | $26.31M | 6.2% | +1.0% | 1.154% | |
