| 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% | |
| 5/1/2025 | CWM LLC | 93,284 | $5.40M | 0.0% | +11.5% | 0.237% | |
| 5/1/2025 | Beirne Wealth Consulting Services LLC | 336,500 | $19.48M | 6.9% | -0.3% | 0.854% | |
| 4/30/2025 | Weil Company Inc. | 17,421 | $1.01M | 0.3% | -6.9% | 0.044% | |
| 4/30/2025 | Phillips Financial Management LLC | 389,048 | $22.52M | 1.7% | -7.0% | 0.987% | |
| 4/30/2025 | Allworth Financial LP | 47,139 | $2.67M | 0.0% | -7.7% | 0.120% | |
| 4/30/2025 | Partners in Financial Planning | 20,014 | $1.16M | 0.2% | -2.3% | 0.051% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 451,364 | $26.13M | 0.0% | +8.4% | 1.146% | |
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| 4/29/2025 | Forte Asset Management LLC | 109,217 | $6.32M | 3.2% | +9.0% | 0.277% | |
| 4/29/2025 | World Investment Advisors | 161,673 | $9.36M | 0.2% | +0.4% | 0.410% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 38,324 | $2.22M | 0.4% | -4.6% | 0.097% | |
| 4/25/2025 | Family Capital Trust Co | 161,844 | $9.37M | 3.4% | -4.5% | 0.411% | |
| 4/25/2025 | Smith Salley Wealth Management | 24,552 | $1.42M | 0.1% | -4.9% | 0.062% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 17,346 | $1.00M | 0.2% | N/A | 0.044% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 218,026 | $12.62M | 1.3% | +45.7% | 0.553% | |
| 4/24/2025 | Money Concepts Capital Corp | 4,430 | $256K | 0.0% | -16.0% | 0.011% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 6,347 | $367K | 0.0% | N/A | 0.016% | |
| 4/23/2025 | Nova R Wealth Inc. | 100,379 | $5.81M | 2.9% | +0.2% | 0.255% | |
| 4/23/2025 | Spire Wealth Management | 1,109 | $64K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Win Advisors Inc. | 31,864 | $1.84M | 0.9% | N/A | 0.081% | |
| 4/23/2025 | Ledyard National Bank | 6,094 | $353K | 0.0% | +7.9% | 0.015% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 23,881 | $1.38M | 0.1% | -61.6% | 0.061% | |
| 4/22/2025 | EWA LLC | 489,646 | $28.34M | 10.5% | +24.6% | 1.243% | |
| 4/21/2025 | LifeGoal Wealth Advisors | 115,814 | $6.70M | 7.2% | +92.7% | 0.294% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 7,631 | $442K | 0.2% | N/A | 0.019% | |
| 4/21/2025 | Marino Stram & Associates LLC | 6,474 | $375K | 0.1% | +5.0% | 0.016% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 38,893 | $2.25M | 0.4% | -6.5% | 0.100% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 3,390,727 | $196.26M | 11.1% | +1.2% | 8.705% | |
| 4/17/2025 | Kaydan Wealth Management Inc. | 13,940 | $807K | 0.3% | -5.8% | 0.036% | |
| 4/17/2025 | Grimes & Company Inc. | 43,421 | $2.51M | 0.1% | -1.1% | 0.111% | |
| 4/17/2025 | Sowell Financial Services LLC | 8,976 | $520K | 0.0% | N/A | 0.023% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 8,179 | $473K | 0.0% | -4.3% | 0.021% | |
| 4/17/2025 | Acropolis Investment Management LLC | 207,869 | $12.03M | 0.7% | -2.3% | 0.534% | |
| 4/17/2025 | RHS Financial LLC | 51,824 | $3M | 1.7% | +69.8% | 0.133% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 208,283 | $12.06M | 0.0% | -35.0% | 0.535% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 5,104 | $295K | 0.0% | -19.4% | 0.013% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 5,662 | $328K | 0.0% | -15.3% | 0.015% | |
| 4/14/2025 | Farther Finance Advisors LLC | 85,041 | $4.94M | 0.1% | -11.9% | 0.218% | |
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| 4/14/2025 | Flagship Private Wealth LLC | 4,525 | $262K | 0.1% | +4.6% | 0.012% | |
| 4/11/2025 | Cora Capital Advisors LLC | 482,805 | $27.95M | 13.4% | +4.2% | 1.240% | |
| 4/11/2025 | Affinity Wealth Management LLC | 653,675 | $37.84M | 7.0% | +26.5% | 1.678% | |
| 4/11/2025 | Ullmann Wealth Partners Group LLC | 1,521,408 | $88.06M | 11.7% | -1.2% | 3.906% | |
| 4/10/2025 | Retirement Planning Group LLC | 9,932 | $575K | 0.0% | -21.2% | 0.025% | |
| 4/9/2025 | Planned Solutions Inc. | 18,952 | $1.10M | 0.4% | +9.1% | 0.049% | |
| 4/9/2025 | Merit Financial Group LLC | 13,897 | $804K | 0.0% | +140.0% | 0.036% | |
| 4/9/2025 | SigFig Wealth Management LLC | 1,976,940 | $113.73M | 4.1% | +0.2% | 5.076% | |
| 4/9/2025 | JGP Wealth Management LLC | 5,435 | $315K | 0.0% | +15.7% | 0.014% | |
| 4/8/2025 | Conrad Siegel Investment Advisors Inc. | 411,094 | $23.79M | 6.1% | +2.1% | 1.055% | |
| 4/8/2025 | Sterneck Capital Management LLC | 93,814 | $5.43M | 2.9% | -0.4% | 0.241% | |
| 4/8/2025 | Parallel Advisors LLC | 99,754 | $5.77M | 0.1% | +3.4% | 0.256% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 320,499 | $19.34M | 0.0% | -2.8% | 0.831% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 450,127 | $27.17M | 6.1% | -1.3% | 1.257% | |
| 2/18/2025 | Retirement Planning Group LLC | 12,609 | $761K | 0.0% | +40.2% | 0.035% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 1,837,506 | $110.89M | 22.7% | -5.9% | 5.133% | |
| 2/17/2025 | Quantinno Capital Management LP | 74,238 | $4.48M | 0.0% | +704.9% | 0.207% | |
| 2/17/2025 | Morse Asset Management Inc | 2,664 | $161K | 0.0% | N/A | 0.007% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 452 | $27K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Focus Partners Wealth | 513,954 | $31.02M | 0.1% | -0.4% | 1.436% | |
| 2/17/2025 | Cetera Investment Advisers | 22,479 | $1.36M | 0.0% | +0.9% | 0.063% | |
| 2/17/2025 | Captrust Financial Advisors | 34,122 | $2.06M | 0.0% | -1.6% | 0.095% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 8,118 | $490K | 0.0% | N/A | 0.023% | |
| 2/17/2025 | Baird Financial Group Inc. | 10,611 | $640K | 0.0% | -10.7% | 0.030% | |
| 2/17/2025 | Bank of America Corp DE | 376,515 | $22.72M | 0.0% | -0.5% | 1.052% | |
| 2/17/2025 | Ameriprise Financial Inc. | 73,127 | $4.42M | 0.0% | +3.8% | 0.204% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,141 | $250K | 0.0% | -23.3% | 0.012% | |
| 2/17/2025 | AlTi Global Inc. | 158,286 | $9.55M | 0.2% | +27.6% | 0.442% | |
| 2/14/2025 | Two Sigma Securities LLC | 3,841 | $232K | 0.0% | N/A | 0.011% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,107,292 | $66.83M | 0.8% | +51.4% | 3.093% | |
| 2/14/2025 | IHT Wealth Management LLC | 3,591 | $217K | 0.0% | -5.0% | 0.010% | |
| 2/14/2025 | Stifel Financial Corp | 22,209 | $1.34M | 0.0% | +25.9% | 0.062% | |
| 2/14/2025 | MML Investors Services LLC | 103,947 | $6.27M | 0.0% | -14.3% | 0.290% | |
| 2/14/2025 | Goodman Advisory Group LLC | 20,950 | $1.26M | 0.4% | -8.7% | 0.059% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,414 | $1.29M | 0.0% | +338.6% | 0.060% | |
| 2/13/2025 | CreativeOne Wealth LLC | 10,268 | $620K | 0.0% | -6.2% | 0.029% | |
| 2/13/2025 | Keystone Financial Group | 3,414 | $206K | 0.0% | N/A | 0.010% | |
| 2/13/2025 | Townsquare Capital LLC | 7,090 | $428K | 0.0% | N/A | 0.020% | |
| 2/13/2025 | Colonial Trust Advisors | 3,879 | $234K | 0.0% | -22.4% | 0.011% | |
| 2/13/2025 | Raymond James Financial Inc. | 126,341 | $7.63M | 0.0% | N/A | 0.353% | |
| 2/13/2025 | Renaissance Technologies LLC | 24,100 | $1.45M | 0.0% | +73.4% | 0.067% | |
| 2/13/2025 | Cerity Partners LLC | 50,771 | $3.06M | 0.0% | -1.7% | 0.142% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 416,546 | $25.14M | 0.0% | +7.9% | 1.164% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,850,538 | $111.68M | 0.0% | +3.2% | 5.169% | |
| 2/12/2025 | Wescott Financial Advisory Group LLC | 85,617 | $5.17M | 0.5% | -2.0% | 0.239% | |
| 2/12/2025 | World Investment Advisors | 161,000 | $9.72M | 0.3% | +5.2% | 0.450% | |
| 2/12/2025 | StoneX Group Inc. | 67,407 | $4.07M | 0.3% | -4.9% | 0.188% | |
| 2/12/2025 | Partners in Financial Planning | 20,477 | $1.24M | 0.3% | N/A | 0.057% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 40,187 | $2.43M | 0.4% | +3.0% | 0.112% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 38,114 | $2.30M | 0.9% | -11.1% | 0.106% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 1,514,134 | $91.38M | 0.0% | +128.5% | 4.229% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 115,415 | $6.97M | 0.2% | -2.7% | 0.322% | |
| 2/11/2025 | Hershey Financial Advisers LLC | 27,866 | $1.68M | 1.5% | N/A | 0.078% | |
| 2/11/2025 | LPL Financial LLC | 172,380 | $10.40M | 0.0% | +19.7% | 0.482% | |
| 2/11/2025 | Plancorp LLC | 1,515,832 | $91.48M | 3.8% | -0.3% | 4.234% | |
| 2/11/2025 | SigFig Wealth Management LLC | 1,973,566 | $119.62M | 4.3% | -0.1% | 5.513% | |
| 2/11/2025 | Strategic Financial Services Inc. | 3,682,638 | $222.25M | 13.3% | -12.2% | 10.287% | |
| 2/11/2025 | L.K. Benson & Company P.C. | 4,946 | $298K | 0.2% | N/A | 0.014% | |
| 2/11/2025 | Stokes Family Office LLC | 352,305 | $21.26M | 2.3% | -13.4% | 0.984% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 1,034,725 | $62.45M | 6.1% | +0.3% | 2.890% | |
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