| 5/2/2025 | Seaside Wealth Management Inc. | 8,114 | $291K | 0.1% | -4.8% | 0.007% | |
| 5/2/2025 | Private Wealth Management Group LLC | 12,528 | $450K | 0.2% | -2.1% | 0.011% | |
| 5/2/2025 | Larson Financial Group LLC | 4,682 | $168K | 0.0% | -20.5% | 0.004% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 22,800 | $818K | 0.4% | -1.6% | 0.021% | |
| 5/1/2025 | CWM LLC | 44,406 | $1.59M | 0.0% | -27.4% | 0.041% | |
| 5/1/2025 | Northwest Capital Management Inc | 29,041 | $1.04M | 0.4% | -35.7% | 0.027% | |
| 5/1/2025 | Omega Financial Group LLC | 14,834 | $532K | 0.2% | -5.8% | 0.014% | |
| 5/1/2025 | Fifth Third Securities Inc. | 18,320 | $657K | 0.1% | +7.3% | 0.017% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 20,576 | $738K | 0.2% | -3.5% | 0.019% | |
| 4/30/2025 | Cerity Partners LLC | 91,910 | $3.30M | 0.0% | +5.2% | 0.084% | |
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| 4/30/2025 | Allworth Financial LP | 8,594 | $322K | 0.0% | -23.6% | 0.008% | |
| 4/30/2025 | Capital Insight Partners LLC | 22,622 | $812K | 0.1% | -89.5% | 0.021% | |
| 4/30/2025 | Index Fund Advisors Inc. | 19,589 | $703K | 0.0% | -14.5% | 0.018% | |
| 4/29/2025 | Fairway Wealth LLC | 892 | $32K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 2,543 | $91K | 0.0% | -21.2% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,542,276 | $55.34M | 0.0% | -0.7% | 1.411% | |
| 4/29/2025 | Fund Evaluation Group LLC | 155,380 | $5.58M | 0.2% | +93.9% | 0.142% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 11,731 | $421K | 0.1% | +3.4% | 0.011% | |
| 4/29/2025 | Traveka Wealth LLC | 109,236 | $3.92M | 2.2% | +7.7% | 0.100% | |
| 4/29/2025 | Cloud Capital Management LLC | 22,055 | $791K | 0.6% | N/A | 0.020% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 8,073 | $290K | 0.0% | N/A | 0.007% | |
| 4/29/2025 | World Investment Advisors | 92,304 | $3.31M | 0.1% | N/A | 0.084% | |
| 4/29/2025 | Courage Miller Partners LLC | 184,791 | $6.63M | 2.2% | +2.7% | 0.169% | |
| 4/28/2025 | Vishria Bird Financial Group LLC | 5,822 | $209K | 0.1% | N/A | 0.005% | |
| 4/28/2025 | American Capital Advisory LLC | 2,081 | $75K | 0.0% | -11.7% | 0.002% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 180,958 | $6.49M | 5.0% | +112.6% | 0.166% | |
| 4/25/2025 | Mather Group LLC. | 1,157,170 | $41.52M | 0.5% | +11.6% | 1.059% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 73,529 | $2.64M | 0.9% | -8.6% | 0.067% | |
| 4/25/2025 | K2 Financial Inc. | 13,160 | $480K | 0.5% | +4.8% | 0.012% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 39,654 | $1.42M | 0.4% | +28.7% | 0.036% | |
| 4/25/2025 | Valley National Advisers Inc. | 98,566 | $3.54M | 0.6% | -37.6% | 0.090% | |
| 4/24/2025 | CWC Advisors LLC. | 8,418 | $302K | 0.2% | -54.1% | 0.008% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 28,767 | $1.03M | 0.6% | +3.4% | 0.026% | |
| 4/24/2025 | ZynergyRetirementPlanningLLC | 17,931 | $616K | 0.4% | +3.2% | 0.016% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 8,964 | $322K | 0.0% | +246.1% | 0.008% | |
| 4/24/2025 | Stone Summit Wealth LLC | 43,673 | $1.57M | 0.5% | +2.9% | 0.040% | |
| 4/24/2025 | Tranquility Partners LLC | 7,101 | $255K | 0.1% | -6.0% | 0.006% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,857 | $138K | 0.0% | -16.4% | 0.004% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 18,087 | $649K | 0.0% | +7.1% | 0.017% | |
| 4/23/2025 | SOL Capital Management CO | 15,940 | $572K | 0.1% | -42.3% | 0.015% | |
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| 4/23/2025 | Pure Financial Advisors LLC | 614,140 | $22.04M | 0.5% | -0.8% | 0.562% | |
| 4/23/2025 | Perigon Wealth Management LLC | 154,691 | $5.55M | 0.1% | +2.4% | 0.142% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 75,751 | $2.72M | 0.1% | -5.9% | 0.069% | |
| 4/23/2025 | Embree Financial Group | 57,817 | $2.07M | 0.3% | -26.0% | 0.053% | |
| 4/23/2025 | Clearview Wealth Advisors LLC | 17,477 | $627K | 0.5% | +4.1% | 0.016% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 474,624 | $17.03M | 0.8% | +0.1% | 0.434% | |
| 4/23/2025 | Guardian Financial Partners LLC | 30,658 | $1.10M | 0.5% | +11.1% | 0.028% | |
| 4/23/2025 | Valmark Advisers Inc. | 131,348 | $4.71M | 0.1% | -1.9% | 0.120% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 38,711 | $1.39M | 0.7% | +5.0% | 0.035% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,814 | $496K | 0.0% | +3.3% | 0.013% | |
| 4/22/2025 | Moisand Fitzgerald Tamayo LLC | 21,147 | $759K | 0.1% | -2.4% | 0.019% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 25,323 | $909K | 0.1% | -2.3% | 0.023% | |
| 4/21/2025 | Avior Wealth Management LLC | 18,473 | $663K | 0.0% | -9.2% | 0.017% | |
| 4/18/2025 | CENTRAL TRUST Co | 50,109 | $1.80M | 0.0% | -6.1% | 0.046% | |
| 4/17/2025 | Cornerstone Wealth Advisors Inc. | 82,012 | $2.94M | 0.8% | -1.4% | 0.075% | |
| 4/17/2025 | Mission Wealth Management LP | 162,969 | $5.85M | 0.1% | -3.1% | 0.149% | |
| 4/17/2025 | Christensen King & Associates Investment Services Inc. | 45,192 | $1.67M | 0.8% | +2.5% | 0.041% | |
| 4/17/2025 | Stewardship Advisors LLC | 155,077 | $5.56M | 1.5% | -9.5% | 0.142% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 5,948 | $213K | 0.0% | N/A | 0.005% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 303,956 | $10.91M | 0.0% | -46.6% | 0.278% | |
| 4/16/2025 | Noble Family Wealth LLC | 55,037 | $1.98M | 0.5% | +3.0% | 0.050% | |
| 4/16/2025 | Bernard Wealth Management Corp. | 1,485 | $53K | 0.0% | +2,811.8% | 0.001% | |
| 4/16/2025 | CVA Family Office LLC | 2,367 | $85K | 0.0% | +16.5% | 0.002% | |
| 4/16/2025 | Krilogy Financial LLC | 10,998 | $395K | 0.0% | -7.9% | 0.010% | |
| 4/16/2025 | Schoolcraft Capital LLC | 11,002 | $395K | 0.1% | -5.8% | 0.010% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 30,861 | $1.11M | 0.0% | -3.5% | 0.028% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 92,949 | $3.34M | 0.3% | -4.6% | 0.084% | |
| 4/15/2025 | Braun Bostich & Associates Inc. | 41,516 | $1.49M | 1.1% | -6.3% | 0.038% | |
| 4/15/2025 | Investment Partners Asset Management Inc. | 19,370 | $695K | 0.5% | +9.3% | 0.018% | |
| 4/15/2025 | Focus Financial Network Inc. | 30,715 | $1.10M | 0.0% | +1.3% | 0.028% | |
| 4/15/2025 | Integrated Advisors Network LLC | 15,816 | $567K | 0.0% | -2.1% | 0.014% | |
| 4/15/2025 | West Paces Advisors Inc. | 189,176 | $6.79M | 1.5% | -5.9% | 0.171% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 15,075 | $541K | 0.0% | -4.4% | 0.014% | |
| 4/14/2025 | International Private Wealth Advisors LLC | 8,415 | $302K | 0.3% | +8.6% | 0.008% | |
| 4/14/2025 | Farther Finance Advisors LLC | 13,258 | $477K | 0.0% | +350.0% | 0.012% | |
| 4/14/2025 | Single Point Partners LLC | 12,463 | $447K | 0.1% | -4.5% | 0.011% | |
| 4/14/2025 | Abacus Planning Group Inc. | 54,067 | $1.94M | 0.3% | -1.7% | 0.049% | |
| 4/14/2025 | BCS Wealth Management | 51,426 | $1.85M | 0.5% | +21.1% | 0.046% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 15,798 | $567K | 0.0% | -3.2% | 0.014% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 97,862 | $3.51M | 2.5% | -1.6% | 0.088% | |
| 4/14/2025 | Wedmont Private Capital | 151,984 | $5.38M | 0.3% | +6.8% | 0.137% | |
| 4/11/2025 | LPF Advisors LLC | 122,492 | $4.40M | 3.6% | +8.0% | 0.111% | |
| 4/11/2025 | Procyon Advisors LLC | 6,140 | $220K | 0.0% | -96.7% | 0.006% | |
| 4/11/2025 | ACT Wealth Management LLC | 32,412 | $1.16M | 0.5% | -1.2% | 0.029% | |
| 4/10/2025 | Charles Schwab Trust Co | 369,495 | $13.26M | 1.1% | +6.9% | 0.334% | |
| 4/10/2025 | Chesley Taft & Associates LLC | 9,585 | $344K | 0.0% | N/A | 0.009% | |
| 4/10/2025 | Brand Asset Management Group Inc. | 190,972 | $6.85M | 2.9% | +0.9% | 0.173% | |
| 4/10/2025 | Rialto Wealth Management LLC | 193,275 | $6.94M | 2.2% | -2.8% | 0.175% | |
| 4/9/2025 | McLean Asset Management Corp | 25,188 | $904K | 0.3% | +4.0% | 0.023% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 688 | $25K | 0.0% | N/A | 0.001% | |
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| 4/9/2025 | Elevation Wealth Partners LLC | 43,300 | $1.55M | 0.7% | +2.0% | 0.039% | |
| 4/9/2025 | Hardin Capital Partners LLC | 10,556 | $379K | 0.2% | -16.6% | 0.010% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 5,755 | $206K | 0.0% | N/A | 0.005% | |
| 4/8/2025 | Advisory Alpha LLC | 10,182 | $365K | 0.0% | -39.0% | 0.009% | |
| 4/3/2025 | Collective Family Office LLC | 12,216 | $438K | 0.1% | -20.2% | 0.011% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 569,276 | $19.54M | 0.0% | -2.7% | 0.506% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 6,390 | $219K | 0.2% | N/A | 0.006% | |
| 2/28/2025 | Brooklyn FI LLC | 98,711 | $3.39M | 0.6% | +4.5% | 0.088% | |
| 2/27/2025 | Brucke Financial Inc. | 116,076 | $4.09M | 3.6% | N/A | 0.103% | |
| 2/26/2025 | Yoffe Investment Management LLC | 19,330 | $664K | 1.0% | N/A | 0.017% | |
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