| 8/1/2025 | Rossby Financial LCC | 7,147 | $159K | 0.1% | -28.9% | 0.039% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 275,279 | $6.13M | 0.5% | -27.9% | 1.521% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 540,378 | $12.03M | 0.0% | -4.5% | 2.986% | |
| 7/31/2025 | Wealthfront Advisers LLC | 42,143 | $938K | 0.0% | -4.0% | 0.233% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 118,862 | $2.65M | 1.3% | -0.6% | 0.657% | |
| 7/30/2025 | D.A. Davidson & CO. | 33,556 | $747K | 0.0% | +34.8% | 0.185% | |
| 7/29/2025 | Novare Capital Management LLC | 12,072 | $269K | 0.0% | N/A | 0.067% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,635 | $214K | 0.0% | -24.7% | 0.053% | |
| 7/29/2025 | Private Trust Co. NA | 2,162 | $48K | 0.0% | +30.0% | 0.012% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 48,113 | $1.07M | 0.0% | -2.6% | 0.266% | |
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| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 741,144 | $16.50M | 0.1% | +1.0% | 4.095% | |
| 7/25/2025 | CWM LLC | 7,633 | $170K | 0.0% | +45.2% | 0.042% | |
| 7/25/2025 | Natural Investments LLC | 20,485 | $455K | 0.1% | -19.5% | 0.113% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 13,867 | $309K | 0.1% | +34.7% | 0.077% | |
| 7/24/2025 | US Bancorp DE | 42,947 | $956K | 0.0% | -15.3% | 0.239% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 10,718 | $236K | 0.1% | +8.4% | 0.060% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 9,680 | $215K | 0.1% | N/A | 0.054% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 22,362 | $498K | 0.0% | -3.5% | 0.124% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 35,492 | $790K | 0.1% | -13.0% | 0.197% | |
| 7/18/2025 | First Pacific Financial | 1,054,279 | $23.47M | 3.5% | +0.6% | 5.857% | |
| 7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 3,323 | $74K | 0.1% | -22.2% | 0.018% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 24,561 | $547K | 0.7% | -8.3% | 0.136% | |
| 7/17/2025 | BayBridge Capital Group LLC | 30,567 | $680K | 0.4% | +13.5% | 0.170% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 3,323 | $74K | 0.1% | -22.2% | 0.018% | |
| 7/16/2025 | Perigon Wealth Management LLC | 91,391 | $2.03M | 0.0% | +9.9% | 0.508% | |
| 7/15/2025 | Legacy Financial Group LLC | 31,370 | $698K | 0.1% | -6.8% | 0.174% | |
| 7/15/2025 | CGN Advisors LLC | 317,556 | $7.07M | 0.6% | -0.4% | 1.764% | |
| 7/14/2025 | Park Avenue Securities LLC | 123,392 | $2.75M | 0.0% | -6.3% | 0.686% | |
| 7/14/2025 | A&I Financial Services LLC | 49,631 | $1.11M | 0.6% | +11.8% | 0.276% | |
| 7/11/2025 | Westfuller Advisors LLC | 307,916 | $6.85M | 3.9% | +1.0% | 1.711% | |
| 7/11/2025 | Colorado Capital Management Inc. | 163,741 | $3.65M | 1.6% | -7.2% | 0.910% | |
| 7/11/2025 | UMB Bank n.a. | 84,741 | $1.89M | 0.0% | -1.6% | 0.471% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 242,692 | $5.40M | 0.5% | -1.5% | 1.348% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 31,356 | $692K | 0.0% | -9.5% | 0.174% | |
| 7/9/2025 | Lifelong Wealth Advisors Inc. | 19,098 | $425K | 0.1% | +3.1% | 0.106% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 17,354 | $386K | 0.1% | -6.7% | 0.096% | |
| 7/8/2025 | Parallel Advisors LLC | 9,450 | $210K | 0.0% | N/A | 0.053% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 119,617 | $2.66M | 0.5% | +36.1% | 0.668% | |
| 5/20/2025 | Focus Partners Wealth | 221,367 | $4.91M | 0.0% | -28.3% | 1.223% | |
| 5/19/2025 | Jane Street Group LLC | 115,157 | $2.56M | 0.0% | -56.7% | 0.636% | |
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| 5/19/2025 | SageView Advisory Group LLC | 37,097 | $823K | 0.0% | -65.4% | 0.205% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 313,218 | $6.95M | 0.5% | +2.3% | 1.730% | |
| 5/14/2025 | Gitterman Wealth Management LLC | 34,704 | $770K | 0.2% | +13.9% | 0.192% | |
| 5/14/2025 | Flow Traders U.S. LLC | 16,698 | $370K | 0.0% | -74.0% | 0.092% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 346,659 | $7.69M | 0.2% | -5.6% | 1.915% | |
| 5/13/2025 | HighTower Advisors LLC | 71,047 | $1.58M | 0.0% | +1.6% | 0.393% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 381,830 | $8.47M | 0.7% | +1.2% | 2.110% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 119,589 | $2.65M | 1.4% | -5.2% | 0.661% | |
| 5/9/2025 | Evolution Advisers Inc. | 116,036 | $2.57M | 1.3% | +63.0% | 0.641% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 9,884 | $217K | 0.1% | N/A | 0.055% | |
| 5/8/2025 | US Bancorp DE | 50,698 | $1.13M | 0.0% | -2.2% | 0.280% | |
| 5/8/2025 | Harbour Investments Inc. | 8,444 | $187K | 0.0% | -6.8% | 0.047% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 18,714 | $415K | 0.0% | +4.6% | 0.103% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,271 | $95K | 0.1% | N/A | 0.024% | |
| 5/7/2025 | LPL Financial LLC | 453,774 | $10.07M | 0.0% | +2.3% | 2.507% | |
| 5/6/2025 | Assetmark Inc. | 147,684 | $3.28M | 0.0% | +12.0% | 0.816% | |
| 5/5/2025 | WNY Asset Management LLC | 14,204 | $315K | 0.0% | +22.5% | 0.077% | |
| 5/5/2025 | Private Advisor Group LLC | 83,691 | $1.86M | 0.0% | -3.9% | 0.452% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 55,050 | $1.22M | 0.1% | +161.5% | 0.298% | |
| 5/2/2025 | Wealthfront Advisers LLC | 43,906 | $974K | 0.0% | +3.6% | 0.237% | |
| 5/1/2025 | A&I Financial Services LLC | 44,383 | $985K | 0.7% | +15.2% | 0.240% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 4,098 | $91K | 0.0% | N/A | 0.022% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 49,397 | $1.10M | 0.0% | -5.7% | 0.267% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 566,039 | $12.56M | 0.0% | -4.8% | 3.060% | |
| 4/29/2025 | Bank of New York Mellon Corp | 483,425 | $10.73M | 0.0% | -14.6% | 2.613% | |
| 4/29/2025 | Olde Wealth Management LLC | 110,776 | $2.46M | 0.9% | -23.2% | 0.599% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 33,684 | $747K | 0.0% | +3.3% | 0.182% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 32,804 | $728K | 0.0% | +2.8% | 0.177% | |
| 4/28/2025 | D.A. Davidson & CO. | 24,889 | $552K | 0.0% | +6.0% | 0.135% | |
| 4/28/2025 | Private Trust Co. NA | 1,663 | $37K | 0.0% | -23.1% | 0.009% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 12,003 | $266K | 0.0% | +21.3% | 0.065% | |
| 4/25/2025 | Westfuller Advisors LLC | 304,856 | $6.76M | 4.5% | +1.0% | 1.648% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 10,297 | $228K | 0.1% | +10.6% | 0.056% | |
| 4/23/2025 | Perigon Wealth Management LLC | 83,128 | $1.84M | 0.0% | -47.9% | 0.449% | |
| 4/23/2025 | First Pacific Financial | 1,047,489 | $23.24M | 4.7% | +3.1% | 5.662% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 21,072 | $467K | 0.1% | +44.5% | 0.114% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 874,788 | $19.41M | 0.1% | -1.1% | 4.729% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 733,872 | $16.28M | 0.1% | +3.7% | 3.967% | |
| 4/18/2025 | Colorado Capital Management Inc. | 176,406 | $3.91M | 1.8% | +6.4% | 0.954% | |
| 4/17/2025 | Mission Wealth Management LP | 32,682 | $725K | 0.0% | -21.4% | 0.177% | |
| 4/17/2025 | Stanich Group LLC | 569,691 | $12.64M | 9.3% | +6.1% | 3.079% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 26,774 | $594K | 0.9% | -48.5% | 0.145% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 34,654 | $769K | 0.0% | -9.8% | 0.187% | |
| 4/15/2025 | Integrated Advisors Network LLC | 23,688 | $526K | 0.0% | N/A | 0.128% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 23,175 | $514K | 0.0% | +20.0% | 0.125% | |
| 4/14/2025 | Park Avenue Securities LLC | 131,749 | $2.92M | 0.0% | -7.0% | 0.712% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 246,360 | $5.47M | 0.5% | -3.9% | 1.332% | |
| 4/14/2025 | UMB Bank n.a. | 86,154 | $1.91M | 0.0% | -8.7% | 0.466% | |
| 4/14/2025 | LexAurum Advisors LLC | 15,577 | $346K | 0.1% | -19.7% | 0.084% | |
| 4/11/2025 | Sandbox Financial Partners LLC | 18,600 | $413K | 0.1% | -2.7% | 0.100% | |
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| 4/10/2025 | CGN Advisors LLC | 318,919 | $7.08M | 0.7% | -0.5% | 1.715% | |
| 4/10/2025 | Legacy Financial Group LLC | 33,654 | $747K | 0.1% | -6.9% | 0.181% | |
| 4/8/2025 | Boston Standard Wealth Management LLC | 87,861 | $1.92M | 0.4% | -8.6% | 0.472% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,417 | $837K | 0.0% | -6.7% | 0.207% | |
| 2/20/2025 | Westfuller Advisors LLC | 301,937 | $6.58M | 4.2% | +1.1% | 1.623% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 306,083 | $6.67M | 0.4% | +8.5% | 1.901% | |
| 2/18/2025 | City National Bank of Florida MSD | 22,644 | $493K | 0.4% | N/A | 0.141% | |
| 2/17/2025 | Focus Partners Wealth | 308,530 | $6.72M | 0.0% | +4.0% | 1.916% | |
| 2/17/2025 | Cetera Investment Advisers | 11,556 | $252K | 0.0% | -7.9% | 0.072% | |
| 2/17/2025 | Citadel Advisors LLC | 140,383 | $3.06M | 0.0% | +140.5% | 0.872% | |
