| 5/2/2025 | Independent Wealth Network Inc. | 9,659 | $213K | 0.1% | -7.2% | 0.000% | |
| 5/2/2025 | Acas LLC | 17,814 | $393K | 0.3% | +19.9% | 0.001% | |
| 5/2/2025 | Forte Capital LLC ADV | 434,441 | $9.59M | 1.1% | -2.3% | 0.019% | |
| 5/2/2025 | Forum Financial Management LP | 17,466 | $386K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 46,974 | $1.04M | 0.0% | -16.7% | 0.002% | |
| 5/2/2025 | Montis Financial LLC | 322,741 | $7.13M | 2.1% | -18.8% | 0.014% | |
| 5/2/2025 | Members Trust Co | 18,800 | $415K | 0.0% | +34.2% | 0.001% | |
| 5/2/2025 | Bailard Inc. | 219,215 | $4.84M | 0.1% | -1.0% | 0.010% | |
| 5/2/2025 | Financial Advisors LLC | 221,673 | $4.90M | 1.0% | -2.6% | 0.010% | |
| 5/2/2025 | Dravo Bay LLC | 50,077 | $1.10M | 0.6% | -12.8% | 0.002% | |
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| 5/2/2025 | Napatree Capital LLC | 127,621 | $2.82M | 1.6% | -44.1% | 0.006% | |
| 5/2/2025 | Allen Capital Group LLC | 499,783 | $11.04M | 1.2% | -1.5% | 0.022% | |
| 5/2/2025 | Stevens Capital Partners | 185,031 | $4.09M | 1.9% | +27.3% | 0.008% | |
| 5/2/2025 | DecisionPoint Financial LLC | 20,879 | $461K | 0.1% | +50,824.4% | 0.001% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 81,935 | $1.81M | 0.1% | -3.0% | 0.004% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 34,280 | $751K | 0.1% | +6.4% | 0.002% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 363,778 | $8.03M | 2.0% | +1.0% | 0.016% | |
| 5/2/2025 | Larson Financial Group LLC | 167,564 | $3.70M | 0.2% | +88.8% | 0.007% | |
| 5/2/2025 | GPM Growth Investors Inc. | 280,633 | $6.20M | 2.7% | +53.6% | 0.012% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 119,598 | $2.64M | 0.4% | -3.6% | 0.005% | |
| 5/2/2025 | Pinkerton Retirement Specialists LLC | 1,559,253 | $34.43M | 4.5% | -9.6% | 0.068% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 85,314 | $1.88M | 0.0% | -1.0% | 0.004% | |
| 5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 253,740 | $5.60M | 1.9% | -0.5% | 0.011% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 9,927 | $219K | 0.1% | -49.7% | 0.000% | |
| 5/2/2025 | Firestone Capital Management | 41,910 | $925K | 0.2% | -7.1% | 0.002% | |
| 5/2/2025 | Dakota Wealth Management | 168,341 | $3.72M | 0.1% | -6.5% | 0.007% | |
| 5/2/2025 | Apollon Wealth Management LLC | 336,136 | $7.42M | 0.2% | -84.9% | 0.015% | |
| 5/2/2025 | Arcadia Investment Advisors LLC | 542,522 | $11.98M | 6.7% | -4.1% | 0.024% | |
| 5/2/2025 | Bogart Wealth LLC | 8,940 | $197K | 0.0% | -4.9% | 0.000% | |
| 5/2/2025 | Sigma Planning Corp | 544,607 | $12.03M | 0.4% | -5.1% | 0.024% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 39,870 | $880K | 0.2% | +48.8% | 0.002% | |
| 5/2/2025 | Signaturefd LLC | 96,506 | $2.13M | 0.0% | +4.8% | 0.004% | |
| 5/2/2025 | Slow Capital Inc. | 29,900 | $660K | 0.1% | -30.4% | 0.001% | |
| 5/1/2025 | Bleakley Financial Group LLC | 398,008 | $8.79M | 0.3% | +214.1% | 0.017% | |
| 5/1/2025 | Legacy Financial Group Inc. | 263,806 | $5.83M | 1.9% | -3.4% | 0.012% | |
| 5/1/2025 | Oldfather Financial Services LLC | 69,538 | $1.54M | 0.6% | +2.1% | 0.003% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 123,988 | $2.74M | 0.3% | N/A | 0.005% | |
| 5/1/2025 | Berkeley Inc | 209,882 | $4.63M | 2.2% | -13.7% | 0.009% | |
| 5/1/2025 | Asset Dedication LLC | 409,820 | $9.05M | 0.7% | +2.1% | 0.018% | |
| 5/1/2025 | CWM LLC | 840,658 | $18.56M | 0.1% | -4.8% | 0.037% | |
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| 5/1/2025 | TFR Capital LLC. | 28,600 | $631K | 0.3% | +6.7% | 0.001% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 127,969 | $2.83M | 0.1% | +5.7% | 0.006% | |
| 5/1/2025 | Westmount Partners LLC | 105,293 | $2.33M | 0.7% | +235.6% | 0.005% | |
| 5/1/2025 | Stephens Inc. AR | 9,159 | $202K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 1,962 | $43K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Northwest Capital Management Inc | 671,491 | $14.83M | 6.1% | -6.0% | 0.029% | |
| 5/1/2025 | Walker Financial Services Inc. | 40,810 | $901K | 0.5% | -2.0% | 0.002% | |
| 5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 821,397 | $18.14M | 3.4% | +4.0% | 0.036% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 1,592 | $35K | 0.0% | +238.7% | 0.000% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 130,519 | $2.84M | 1.6% | +14.0% | 0.006% | |
| 5/1/2025 | Riversedge Advisors LLC | 1,145,220 | $25.29M | 5.6% | -37.3% | 0.050% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 1,630 | $36K | 0.0% | +864.5% | 0.000% | |
| 5/1/2025 | American Financial Advisors LLC | 77,060 | $1.70M | 0.2% | -2.8% | 0.003% | |
| 5/1/2025 | Lane & Associates LLC | 521,086 | $11.51M | 6.2% | N/A | 0.023% | |
| 5/1/2025 | Omega Financial Group LLC | 236,539 | $5.22M | 2.0% | -2.1% | 0.010% | |
| 5/1/2025 | Fifth Third Securities Inc. | 79,652 | $1.76M | 0.1% | -7.4% | 0.003% | |
| 5/1/2025 | Austin Wealth Management LLC | 20,335 | $439K | 0.1% | +8.2% | 0.001% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 1,392,035 | $30.74M | 9.7% | +10.1% | 0.061% | |
| 4/30/2025 | FIDELIS iM LLC | 1,338,998 | $29.57M | 13.7% | +3.5% | 0.059% | |
| 4/30/2025 | Sharkey Howes & Javer | 160,321 | $3.54M | 0.5% | -6.0% | 0.007% | |
| 4/30/2025 | Cerity Partners LLC | 18,682,304 | $412.51M | 0.8% | +1.2% | 0.819% | |
| 4/30/2025 | Phillips Financial Management LLC | 256,744 | $5.67M | 0.4% | -0.4% | 0.011% | |
| 4/30/2025 | Financial Synergies Wealth Advisors Inc. | 279,387 | $6.17M | 0.8% | -3.3% | 0.012% | |
| 4/30/2025 | Vision Capital Management Inc. | 68,569 | $1.51M | 0.2% | -9.4% | 0.003% | |
| 4/30/2025 | Code Waechter LLC | 225,692 | $4.98M | 4.1% | +3.2% | 0.010% | |
| 4/30/2025 | Telos Capital Management Inc. | 10,108 | $223K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 2,665 | $59K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Round Rock Advisors LLC | 18,371 | $406K | 0.1% | -65.1% | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 1,039,424 | $22.46M | 0.1% | -1.7% | 0.046% | |
| 4/30/2025 | CFO4Life Group LLC | 13,946 | $308K | 0.1% | -24.2% | 0.001% | |
| 4/30/2025 | Index Fund Advisors Inc. | 10,948 | $242K | 0.0% | -25.9% | 0.000% | |
| 4/30/2025 | Leavell Investment Management Inc. | 705,265 | $15.57M | 0.8% | +0.4% | 0.031% | |
| 4/30/2025 | Gordian Advisors LLC | 1,185,982 | $26.19M | 20.8% | -0.1% | 0.052% | |
| 4/30/2025 | Van Cleef Asset Management Inc | 234,901 | $5.19M | 0.6% | -2.1% | 0.010% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 178,446 | $3.94M | 0.1% | +1.5% | 0.008% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 176,551 | $3.90M | 1.6% | +6.3% | 0.008% | |
| 4/30/2025 | MeadowBrook Investment Advisors LLC | 158,913 | $3.51M | 3.3% | -1.3% | 0.007% | |
| 4/30/2025 | Bull Oak Capital LLC | 85,147 | $1.88M | 1.0% | N/A | 0.004% | |
| 4/30/2025 | Greenleaf Trust | 31,836 | $703K | 0.0% | -9.6% | 0.001% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 12,097 | $267K | 0.0% | +6.3% | 0.001% | |
| 4/30/2025 | Trek Financial LLC | 17,867 | $394K | 0.0% | +64.3% | 0.001% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 134,305 | $2.97M | 0.1% | -0.5% | 0.006% | |
| 4/30/2025 | M&T Bank Corp | 34,775 | $768K | 0.0% | +47.7% | 0.002% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 224,773 | $4.96M | 0.1% | -1.6% | 0.010% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 48,989 | $1.08M | 0.6% | -82.9% | 0.002% | |
| 4/30/2025 | Black Diamond Financial LLC | 807,894 | $17.84M | 2.7% | -1.3% | 0.035% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 123,641 | $2.73M | 0.2% | -41.0% | 0.005% | |
| 4/30/2025 | Brown Advisory Inc. | 64,163 | $1.42M | 0.0% | +38.0% | 0.003% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 10,901 | $241K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Capital Management Associates Inc | 151,682 | $3.35M | 0.8% | +100.3% | 0.007% | |
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| 4/29/2025 | Fairway Wealth LLC | 14,373 | $317K | 0.1% | +46.7% | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 376,129 | $8.31M | 0.3% | +1.7% | 0.016% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 494,381 | $10.92M | 2.3% | -1.0% | 0.022% | |
| 4/29/2025 | Financial Counselors Inc. | 136,291 | $3.01M | 0.0% | +2.0% | 0.006% | |
| 4/29/2025 | Callan Capital LLC | 80,030 | $1.77M | 0.1% | +67.4% | 0.004% | |
| 4/29/2025 | TD Private Client Wealth LLC | 164,825 | $3.64M | 0.1% | +0.4% | 0.007% | |
| 4/29/2025 | Capital Advisors Inc. OK | 120,136 | $2.65M | 0.1% | +2.9% | 0.005% | |
| 4/29/2025 | Apex Wealth Management LLC | 133,786 | $2.95M | 2.7% | -8.3% | 0.006% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 13,226,354 | $292.04M | 0.1% | -10.0% | 0.580% | |
| 4/29/2025 | Fund Evaluation Group LLC | 7,955,519 | $175.66M | 7.6% | +89.4% | 0.349% | |
