| 5/2/2025 | Allen Capital Group LLC | 36,739 | $1.49M | 0.2% | -0.9% | 0.019% | |
| 5/2/2025 | Financial Alternatives Inc | 6,920 | $280K | 0.2% | -11.8% | 0.004% | |
| 5/2/2025 | Larson Financial Group LLC | 404,439 | $16.34M | 0.8% | +75.3% | 0.214% | |
| 5/2/2025 | Wealthfront Advisers LLC | 52,987 | $2.14M | 0.0% | +3.6% | 0.028% | |
| 5/2/2025 | Sigma Planning Corp | 67,507 | $2.73M | 0.1% | -2.1% | 0.036% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 20,461 | $827K | 0.2% | +78.5% | 0.011% | |
| 5/1/2025 | Weatherly Asset Management L. P. | 10,308 | $417K | 0.0% | -3.5% | 0.005% | |
| 5/1/2025 | Woodside Wealth Management LLC | 169,985 | $6.87M | 6.4% | N/A | 0.090% | |
| 5/1/2025 | CWM LLC | 32,924 | $1.33M | 0.0% | +72.9% | 0.017% | |
| 5/1/2025 | FDx Advisors Inc. | 68,850 | $2.78M | 0.9% | -2.3% | 0.036% | |
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| 5/1/2025 | Austin Wealth Management LLC | 24,647 | $958K | 0.2% | -1.8% | 0.013% | |
| 5/1/2025 | Diversify Wealth Management LLC | 5,951 | $233K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Cerity Partners LLC | 179,984 | $7.27M | 0.0% | -3.4% | 0.095% | |
| 4/30/2025 | Hara Capital LLC | 5,310 | $215K | 0.1% | -15.8% | 0.003% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 1,960 | $79K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 360,290 | $14.00M | 0.1% | +5.4% | 0.191% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 6,949 | $281K | 0.1% | N/A | 0.004% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 29,255 | $1.18M | 0.7% | -23.2% | 0.016% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 28,193 | $1.14M | 0.0% | -43.2% | 0.015% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 738,444 | $29.84M | 6.7% | +5.6% | 0.391% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 65,847 | $2.66M | 0.2% | -16.4% | 0.035% | |
| 4/30/2025 | Brown Financial Advisory | 4,993 | $202K | 0.1% | N/A | 0.003% | |
| 4/29/2025 | Callan Capital LLC | 940,811 | $38.02M | 2.8% | -0.1% | 0.498% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,702,234 | $190.02M | 0.1% | +0.5% | 2.492% | |
| 4/29/2025 | Fund Evaluation Group LLC | 12,602 | $509K | 0.0% | N/A | 0.007% | |
| 4/29/2025 | Chilton Capital Management LLC | 1,050 | $42K | 0.0% | -59.5% | 0.001% | |
| 4/29/2025 | World Investment Advisors | 286,345 | $11.57M | 0.3% | +0.7% | 0.152% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 14,913 | $603K | 0.1% | -3.8% | 0.008% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 8,002 | $323K | 0.0% | -23.8% | 0.004% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 26,860 | $1.09M | 0.0% | -9.2% | 0.014% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 33,870 | $1.37M | 0.5% | -2.6% | 0.018% | |
| 4/29/2025 | Davidson Trust Co. | 6,841 | $276K | 0.1% | -5.6% | 0.004% | |
| 4/28/2025 | North Capital Inc. | 1,055 | $43K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Boulder Wealth Advisors LLC | 534,386 | $21.60M | 12.6% | +13.9% | 0.283% | |
| 4/28/2025 | D.A. Davidson & CO. | 1,767,970 | $71.44M | 0.6% | +2.7% | 0.937% | |
| 4/28/2025 | Private Trust Co. NA | 8,771 | $354K | 0.0% | -16.0% | 0.005% | |
| 4/28/2025 | Detalus Advisors LLC | 29,917 | $1.21M | 0.4% | -2.6% | 0.016% | |
| 4/28/2025 | Cidel Asset Management Inc. | 115,905 | $4.68M | 0.3% | -3.3% | 0.061% | |
| 4/25/2025 | JNBA Financial Advisors | 247,768 | $10.01M | 1.0% | -12.1% | 0.131% | |
| 4/25/2025 | Mather Group LLC. | 15,308 | $619K | 0.0% | -1.9% | 0.008% | |
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| 4/25/2025 | EnRich Financial Partners LLC | 25,389 | $1.03M | 0.3% | -2.0% | 0.013% | |
| 4/25/2025 | Saxon Interests Inc. | 525,237 | $21.23M | 9.9% | +1.4% | 0.278% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 7,037 | $284K | 0.0% | +17.2% | 0.004% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 5,087 | $206K | 0.0% | N/A | 0.003% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 2,228,054 | $90.04M | 12.2% | +1.6% | 1.181% | |
| 4/25/2025 | Essex Financial Services Inc. | 204,258 | $8.25M | 0.6% | +4.1% | 0.108% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 325,799 | $13.17M | 1.4% | -0.6% | 0.173% | |
| 4/25/2025 | Sovran Advisors LLC | 13,530 | $511K | 0.1% | +2.1% | 0.007% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 30,529 | $1.23M | 0.0% | -7.4% | 0.016% | |
| 4/23/2025 | Perigon Wealth Management LLC | 182,789 | $7.39M | 0.2% | -0.8% | 0.097% | |
| 4/23/2025 | Spire Wealth Management | 12,542 | $507K | 0.0% | -7.6% | 0.007% | |
| 4/23/2025 | Global Assets Advisory LLC | 22,950 | $877K | 0.2% | +200.0% | 0.012% | |
| 4/23/2025 | Symphony Financial Ltd. Co. | 12,360 | $499K | 0.3% | +69.9% | 0.007% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 17,543 | $709K | 0.1% | -12.7% | 0.009% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 8,627 | $349K | 0.0% | +69.8% | 0.005% | |
| 4/23/2025 | Continuum Advisory LLC | 962 | $39K | 0.0% | +50.1% | 0.001% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 78,220 | $3.16M | 1.8% | -6.4% | 0.041% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 57,713 | $2.33M | 0.2% | -5.7% | 0.031% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 383,913 | $15.51M | 0.1% | +2.8% | 0.203% | |
| 4/22/2025 | H&H Retirement Design & Management INC | 81,094 | $3M | 2.0% | +0.4% | 0.043% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 261,746 | $10.58M | 0.6% | -0.4% | 0.139% | |
| 4/21/2025 | True Link Financial Advisors LLC | 17,640 | $713K | 0.1% | N/A | 0.009% | |
| 4/21/2025 | Montz Harcus Wealth Management LLC | 295,363 | $11.94M | 6.5% | +5.9% | 0.157% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 61,814 | $2.50M | 0.3% | -0.9% | 0.033% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 7,906 | $319K | 0.0% | +18.4% | 0.004% | |
| 4/21/2025 | Barrett & Company Inc. | 2,894 | $117K | 0.1% | -12.1% | 0.002% | |
| 4/21/2025 | Essex Savings Bank | 5,525 | $223K | 0.1% | N/A | 0.003% | |
| 4/18/2025 | Lion Street Advisors LLC | 6,295 | $254K | 0.1% | -28.9% | 0.003% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 244,566 | $9.88M | 0.7% | +4.2% | 0.130% | |
| 4/18/2025 | Creative Capital Management Investments LLC | 137,905 | $5.57M | 2.2% | -1.8% | 0.073% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 114,139 | $4.61M | 0.8% | -1.4% | 0.060% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 24,725 | $999K | 0.5% | N/A | 0.013% | |
| 4/18/2025 | CENTRAL TRUST Co | 87,178 | $3.52M | 0.1% | -1.6% | 0.046% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 7,235 | $292K | 0.0% | -29.4% | 0.004% | |
| 4/18/2025 | Edge Financial Advisors LLC | 28,001 | $1.13M | 0.7% | -3.8% | 0.015% | |
| 4/17/2025 | Grimes & Company Inc. | 797,645 | $32.23M | 1.0% | -1.6% | 0.423% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 133,911 | $5.41M | 0.0% | +11.6% | 0.071% | |
| 4/17/2025 | 1900 Wealth Management LLC | 10,854 | $439K | 0.0% | N/A | 0.006% | |
| 4/17/2025 | Bouvel Investment Partners LLC | 141,048 | $5.73M | 2.4% | +2.9% | 0.075% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 826 | $33K | 0.0% | N/A | 0.000% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,677,635 | $108.20M | 0.2% | +3.2% | 1.419% | |
| 4/15/2025 | Fifth Third Bancorp | 7,335 | $296K | 0.0% | -12.9% | 0.004% | |
| 4/15/2025 | Baker Ellis Asset Management LLC | 329,682 | $13.32M | 1.9% | +0.2% | 0.175% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 85,825 | $3.47M | 0.5% | +3.3% | 0.045% | |
| 4/15/2025 | Traction Financial Partners LLC | 7,505 | $303K | 0.2% | +39.9% | 0.004% | |
| 4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 6,192 | $237K | 0.1% | -4.2% | 0.003% | |
| 4/14/2025 | Capital Investment Advisors LLC | 8,932 | $361K | 0.0% | +10.8% | 0.005% | |
| 4/14/2025 | UMB Bank n.a. | 745 | $30K | 0.0% | N/A | 0.000% | |
| 4/11/2025 | Verum Partners LLC | 39,200 | $1.58M | 0.4% | -0.7% | 0.021% | |
| 4/11/2025 | McNamara Financial Services Inc. | 42,469 | $1.72M | 0.4% | +5.3% | 0.023% | |
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| 4/11/2025 | Sandbox Financial Partners LLC | 10,329 | $417K | 0.1% | -17.2% | 0.006% | |
| 4/10/2025 | Breakwater Capital Group | 484,001 | $19.56M | 3.5% | +5.7% | 0.262% | |
| 4/10/2025 | Charles Schwab Trust Co | 548,813 | $22.18M | 1.9% | +6.7% | 0.297% | |
| 4/10/2025 | KWB Wealth | 78,230 | $3.16M | 0.4% | -3.9% | 0.042% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 118,875 | $4.80M | 2.7% | +4.2% | 0.064% | |
| 4/9/2025 | RFG Advisory LLC | 6,861,510 | $277.27M | 7.5% | +8.9% | 3.709% | |
| 4/9/2025 | Merit Financial Group LLC | 15,990 | $646K | 0.0% | -11.1% | 0.009% | |
| 4/9/2025 | Arlington Financial Advisors LLC | 203,755 | $8.23M | 1.4% | -0.9% | 0.110% | |
| 4/9/2025 | NBC Securities Inc. | 4,735 | $191K | 0.0% | +118,275.0% | 0.003% | |
| 4/8/2025 | Marion Wealth Management | 155,393 | $6.28M | 1.7% | -2.5% | 0.084% | |
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