| 5/5/2025 | Gradient Capital Advisors LLC | 12,165 | $2.27M | 0.7% | -0.5% | 0.002% | |
| 5/5/2025 | Transce3nd LLC | 3,501 | $651K | 0.3% | -36.8% | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 8,063 | $1.50M | 0.0% | -6.7% | 0.002% | |
| 5/2/2025 | Bailard Inc. | 245,790 | $45.79M | 1.2% | +3.9% | 0.046% | |
| 5/2/2025 | Fee Only Financial Planning L.C. | 53,656 | $10.00M | 6.8% | -0.7% | 0.010% | |
| 5/2/2025 | Opulen Financial Group LLC | 13,173 | $2.45M | 2.2% | +2.3% | 0.002% | |
| 5/2/2025 | Dravo Bay LLC | 7,449 | $1.39M | 0.7% | -9.1% | 0.001% | |
| 5/2/2025 | Stevens Capital Partners | 13,072 | $2.44M | 1.1% | +40.4% | 0.002% | |
| 5/2/2025 | Theory Financial LLC | 17,692 | $3.30M | 1.4% | -0.9% | 0.003% | |
| 5/2/2025 | MB Generational Wealth LLC | 8,076 | $1.50M | 1.1% | -20.2% | 0.002% | |
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| 5/2/2025 | SKY Mountain Capital Management Inc. | 10,542 | $1.96M | 1.7% | N/A | 0.002% | |
| 5/2/2025 | LMG Wealth Partners LLC | 75,468 | $14.06M | 3.1% | +0.4% | 0.014% | |
| 5/2/2025 | James Investment Research Inc. | 22,577 | $4.21M | 0.5% | -0.8% | 0.004% | |
| 5/2/2025 | Financial Alternatives Inc | 4,489 | $836K | 0.6% | -1.5% | 0.001% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 9,339 | $1.74M | 0.0% | -1.2% | 0.002% | |
| 5/2/2025 | Parcion Private Wealth LLC | 3,824 | $712K | 0.1% | +7.7% | 0.001% | |
| 5/2/2025 | BIP Wealth LLC | 22,971 | $4.28M | 0.3% | +22.7% | 0.004% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 2,183 | $407K | 0.0% | -31.1% | 0.000% | |
| 5/2/2025 | Larson Financial Group LLC | 4,718 | $879K | 0.0% | -3.3% | 0.001% | |
| 5/2/2025 | Grange Capital LLC | 7,712 | $1.44M | 1.7% | +3.3% | 0.001% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 11,020 | $2.05M | 0.2% | -2.9% | 0.002% | |
| 5/2/2025 | PAX Financial Group LLC | 2,376 | $443K | 0.1% | -7.0% | 0.000% | |
| 5/2/2025 | Wealthfront Advisers LLC | 31,253 | $5.82M | 0.0% | +7.7% | 0.006% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 32,412 | $6.04M | 0.9% | +0.7% | 0.006% | |
| 5/2/2025 | Landmark Wealth Management LLC | 3,193 | $595K | 0.3% | -4.8% | 0.001% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,812 | $338K | 0.0% | -13.1% | 0.000% | |
| 5/2/2025 | Whittier Trust Co. | 36,154 | $6.74M | 0.1% | -0.5% | 0.007% | |
| 5/2/2025 | Future You Wealth LLC | 17,070 | $3.18M | 2.0% | -10.3% | 0.003% | |
| 5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 2,531 | $471K | 0.2% | -3.2% | 0.000% | |
| 5/2/2025 | BluePointe Capital Management LLC | 7,676 | $1.43M | 0.5% | +464.4% | 0.001% | |
| 5/2/2025 | Firestone Capital Management | 48,696 | $9.07M | 2.4% | +3.5% | 0.009% | |
| 5/2/2025 | Dakota Wealth Management | 2,524 | $470K | 0.0% | +8.9% | 0.000% | |
| 5/2/2025 | LJI Wealth Management LLC | 1,144 | $213K | 0.0% | +5.5% | 0.000% | |
| 5/2/2025 | Zeit Capital LLC | 24,114 | $4.49M | 3.5% | +6.4% | 0.005% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 2,501 | $466K | 0.0% | +2.8% | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 25,454 | $4.74M | 0.1% | -2.6% | 0.005% | |
| 5/2/2025 | Red Wave Investments LLC | 2,574 | $480K | 0.2% | -2.8% | 0.000% | |
| 5/2/2025 | Sigma Planning Corp | 23,080 | $4.30M | 0.1% | -1.4% | 0.004% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 16,254 | $3.03M | 1.4% | +1.6% | 0.003% | |
| 5/1/2025 | BHK Investment Advisors LLC | 115,441 | $21.51M | 9.1% | -10.1% | 0.022% | |
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| 5/1/2025 | Key Financial Inc | 1,025 | $191K | 0.0% | -17.9% | 0.000% | |
| 5/1/2025 | LRI Investments LLC | 918 | $171K | 0.0% | -28.8% | 0.000% | |
| 5/1/2025 | Berkeley Inc | 4,116 | $767K | 0.4% | -26.7% | 0.001% | |
| 5/1/2025 | Asset Dedication LLC | 7,322 | $1.36M | 0.1% | -30.6% | 0.001% | |
| 5/1/2025 | Woodside Wealth Management LLC | 2,999 | $559K | 0.5% | N/A | 0.001% | |
| 5/1/2025 | CWM LLC | 66,118 | $12.32M | 0.0% | +27.1% | 0.012% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 9,839 | $1.83M | 0.6% | -80.3% | 0.002% | |
| 5/1/2025 | Westmount Partners LLC | 1,426 | $266K | 0.1% | +32.5% | 0.000% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 282,919 | $52.71M | 3.2% | +0.1% | 0.053% | |
| 5/1/2025 | Stephens Inc. AR | 265,559 | $49.47M | 0.7% | +15.6% | 0.050% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 6,765 | $1.26M | 0.1% | +12.8% | 0.001% | |
| 5/1/2025 | FDx Advisors Inc. | 18,090 | $3.37M | 1.1% | -8.8% | 0.003% | |
| 5/1/2025 | Curtis Advisory Group LLC | 9,402 | $1.75M | 0.5% | -1.8% | 0.002% | |
| 5/1/2025 | Nikulski Financial Inc. | 14,085 | $2.62M | 0.8% | +0.6% | 0.003% | |
| 5/1/2025 | Northwest Capital Management Inc | 11,971 | $2.23M | 0.9% | +11,871.0% | 0.002% | |
| 5/1/2025 | Kathmere Capital Management LLC | 5,695 | $1.06M | 0.1% | +6.3% | 0.001% | |
| 5/1/2025 | Ballentine Partners LLC | 7,308 | $1.36M | 0.0% | +1.7% | 0.001% | |
| 5/1/2025 | Family Firm Inc. | 7,578 | $1.41M | 0.3% | +2.4% | 0.001% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 13,040 | $2.43M | 1.5% | -7.3% | 0.002% | |
| 5/1/2025 | Riversedge Advisors LLC | 12,704 | $2.37M | 0.5% | -10.7% | 0.002% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 319 | $59K | 0.1% | -50.2% | 0.000% | |
| 5/1/2025 | Fifth Third Securities Inc. | 41,063 | $7.65M | 0.6% | +5.2% | 0.008% | |
| 5/1/2025 | Austin Wealth Management LLC | 1,692 | $304K | 0.1% | -46.0% | 0.000% | |
| 5/1/2025 | Manuka Financial LLC | 3,179 | $592K | 0.4% | +10.1% | 0.001% | |
| 5/1/2025 | Diversify Wealth Management LLC | 16,286 | $2.94M | 0.2% | +6.4% | 0.003% | |
| 5/1/2025 | Fonville Wealth Management LLC | 3,395 | $626K | 0.2% | +144.6% | 0.001% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 2,247 | $402K | 0.0% | -7.0% | 0.000% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 1,525 | $284K | 0.2% | +4.5% | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 241,559 | $45M | 0.1% | -5.7% | 0.045% | |
| 4/30/2025 | Phillips Financial Management LLC | 68,764 | $12.81M | 1.0% | -0.6% | 0.013% | |
| 4/30/2025 | Telos Capital Management Inc. | 10,856 | $2.02M | 0.2% | +5.9% | 0.002% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 260 | $48K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Round Rock Advisors LLC | 2,334 | $435K | 0.1% | -3.0% | 0.000% | |
| 4/30/2025 | Allworth Financial LP | 745,659 | $134.02M | 0.8% | +0.4% | 0.139% | |
| 4/30/2025 | Heritage Wealth Management Inc. CA | 1,442 | $269K | 0.2% | +4.8% | 0.000% | |
| 4/30/2025 | Index Fund Advisors Inc. | 18,159 | $3.38M | 0.2% | -7.1% | 0.003% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 11,437 | $2.13M | 0.1% | -5.3% | 0.002% | |
| 4/30/2025 | Van Cleef Asset Management Inc | 32,516 | $6.06M | 0.7% | -0.8% | 0.006% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 1,105 | $206K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 1,340 | $250K | 0.0% | +10.9% | 0.000% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 5,198 | $968K | 0.4% | +8.8% | 0.001% | |
| 4/30/2025 | Partners in Financial Planning | 98,388 | $18.33M | 3.7% | +5.0% | 0.018% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 28,503 | $5.31M | 0.1% | +4.8% | 0.005% | |
| 4/30/2025 | M&T Bank Corp | 49,396 | $9.20M | 0.0% | -17.2% | 0.009% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,269 | $2.10M | 0.0% | -2.3% | 0.002% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 11,215 | $2.09M | 0.1% | +25.3% | 0.002% | |
| 4/30/2025 | Black Diamond Financial LLC | 52,840 | $9.84M | 1.5% | -3.7% | 0.010% | |
| 4/30/2025 | Aurelius Family Office LLC | 35,279 | $6.57M | 3.3% | -2.7% | 0.007% | |
| 4/30/2025 | Brown Advisory Inc. | 37,217 | $6.93M | 0.0% | -53.6% | 0.007% | |
| 4/30/2025 | Sharper & Granite LLC | 28,606 | $5.33M | 2.2% | +4.0% | 0.005% | |
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| 4/30/2025 | Pekin Hardy Strauss Inc. | 3,806 | $709K | 0.1% | +9.8% | 0.001% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 11,994 | $2.23M | 0.5% | N/A | 0.002% | |
| 4/30/2025 | Planning Directions Inc. | 10,088 | $1.88M | 0.8% | +25.8% | 0.002% | |
| 4/30/2025 | Synergy Investment Management LLC | 594 | $111K | 0.0% | -40.9% | 0.000% | |
| 4/29/2025 | Centennial Bank AR | 2,560 | $477K | 0.2% | -12.5% | 0.000% | |
| 4/29/2025 | Financial Counselors Inc. | 39,350 | $7.33M | 0.1% | -0.1% | 0.007% | |
| 4/29/2025 | Cooksen Wealth LLC | 9,635 | $1.85M | 1.8% | +33.5% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 10,445 | $1.95M | 0.1% | +4.3% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,773,578 | $330.40M | 0.1% | -5.6% | 0.331% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 9,332 | $1.74M | 0.8% | -15.9% | 0.002% | |
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