| 2/4/2025 | Lake Street Advisors Group LLC | 218,606 | $16.65M | 0.8% | -1.3% | 0.202% | |
| 2/4/2025 | Johnson Financial Group LLC | 16,380 | $1.25M | 0.1% | +4.1% | 0.015% | |
| 2/4/2025 | Summit Wealth Group LLC | 18,225 | $1.39M | 0.4% | +3.5% | 0.017% | |
| 2/4/2025 | Bank of New York Mellon Corp | 175,990 | $13.40M | 0.0% | +2.5% | 0.163% | |
| 2/4/2025 | Wrapmanager Inc. | 96,914 | $7.38M | 1.9% | -0.9% | 0.089% | |
| 2/4/2025 | WealthShield Partners LLC | 32,237 | $2.46M | 0.3% | -9.5% | 0.030% | |
| 2/4/2025 | Elwood & Goetz Wealth Advisory Group LLC | 19,559 | $1.49M | 0.4% | +29.3% | 0.018% | |
| 2/4/2025 | Wealthspire Advisors LLC | 119,680 | $9.11M | 0.1% | -0.7% | 0.111% | |
| 2/4/2025 | Curtis Advisory Group LLC | 6,092 | $464K | 0.1% | -10.0% | 0.006% | |
| 2/3/2025 | VisionPoint Advisory Group LLC | 682 | $52K | 0.0% | N/A | 0.001% | |
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| 2/3/2025 | Forte Capital LLC ADV | 3,462 | $264K | 0.0% | +3.9% | 0.003% | |
| 2/3/2025 | Laurel Wealth Planning LLC | 95,464 | $7.27M | 4.7% | +4.7% | 0.088% | |
| 2/3/2025 | SNS Financial Group LLC | 4,594 | $350K | 0.0% | +4.4% | 0.004% | |
| 2/3/2025 | Fingerlakes Wealth Management Inc. | 4,258 | $324K | 0.3% | +5.0% | 0.004% | |
| 2/3/2025 | Private Advisor Group LLC | 88,065 | $6.71M | 0.0% | +1.5% | 0.081% | |
| 1/31/2025 | Bigelow Investment Advisors LLC | 5,150 | $392K | 0.2% | -14.8% | 0.005% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 6,594 | $502K | 0.2% | -5.9% | 0.006% | |
| 1/31/2025 | D.A. Davidson & CO. | 403,336 | $30.71M | 0.2% | -0.4% | 0.372% | |
| 1/31/2025 | Empower Advisory Group LLC | 5,963,609 | $454.07M | 1.5% | +4.8% | 5.507% | |
| 1/31/2025 | Truist Financial Corp | 62,205 | $4.74M | 0.0% | +18.4% | 0.057% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 241,405 | $18.38M | 0.5% | +0.8% | 0.223% | |
| 1/31/2025 | Sanctuary Advisors LLC | 10,079 | $809K | 0.0% | -2.9% | 0.009% | |
| 1/30/2025 | Stanich Group LLC | 134,124 | $10.21M | 7.6% | N/A | 0.124% | |
| 1/30/2025 | JNBA Financial Advisors | 68,448 | $5.21M | 0.5% | +3.1% | 0.063% | |
| 1/30/2025 | Allworth Financial LP | 1,061 | $83K | 0.0% | +28.5% | 0.001% | |
| 1/30/2025 | Principal Securities Inc. | 2,533 | $193K | 0.0% | -7.2% | 0.002% | |
| 1/30/2025 | Spinnaker Trust | 1,201,071 | $91.45M | 5.8% | +0.4% | 1.109% | |
| 1/30/2025 | Vicus Capital | 24,838 | $1.89M | 0.2% | +5.5% | 0.023% | |
| 1/30/2025 | Values Added Financial LLC | 24,105 | $1.84M | 1.1% | +26.2% | 0.022% | |
| 1/30/2025 | Bogart Wealth LLC | 6,544 | $498K | 0.0% | -24.7% | 0.006% | |
| 1/29/2025 | PrairieView Partners LLC | 3,984 | $303K | 0.0% | +7.9% | 0.004% | |
| 1/29/2025 | McClarren Financial Advisors Inc. | 1,723 | $131K | 0.4% | +37.7% | 0.002% | |
| 1/29/2025 | Warren Street Wealth Advisors LLC | 8,560 | $652K | 0.3% | +12.4% | 0.008% | |
| 1/29/2025 | Keener Financial Planning LLC | 1,969 | $149K | 0.1% | +159.1% | 0.002% | |
| 1/29/2025 | Alaska Wealth Advisors | 27,815 | $2.12M | 0.3% | +3.4% | 0.026% | |
| 1/29/2025 | Quent Capital LLC | 54,604 | $4.16M | 0.4% | +17.5% | 0.050% | |
| 1/29/2025 | JSF Financial LLC | 4,890 | $372K | 0.1% | -5.3% | 0.005% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 2,988 | $228K | 0.0% | N/A | 0.003% | |
| 1/29/2025 | Elevation Wealth Partners LLC | 17,950 | $1.37M | 0.6% | -15.9% | 0.017% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 23,094 | $1.76M | 1.7% | N/A | 0.021% | |
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| 1/29/2025 | Vested Financial Planning LLC | 3,504 | $267K | 0.3% | N/A | 0.003% | |
| 1/29/2025 | Savant Capital LLC | 55,488 | $4.23M | 0.0% | -1.7% | 0.051% | |
| 1/28/2025 | Rede Wealth LLC | 3,286 | $250K | 0.1% | +15.7% | 0.003% | |
| 1/28/2025 | Howland Capital Management LLC | 276,132 | $21.03M | 0.9% | -1.9% | 0.255% | |
| 1/28/2025 | Birch Hill Investment Advisors LLC | 8,973 | $683K | 0.0% | +6.0% | 0.008% | |
| 1/28/2025 | Windsor Capital Management LLC | 166,610 | $12.69M | 3.8% | +1.5% | 0.154% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 3,676 | $280K | 0.0% | -3.9% | 0.003% | |
| 1/28/2025 | Apollon Wealth Management LLC | 5,085 | $387K | 0.0% | +7.8% | 0.005% | |
| 1/28/2025 | SOA Wealth Advisors LLC. | 71,965 | $5.48M | 1.0% | -1.8% | 0.066% | |
| 1/28/2025 | Golden State Wealth Management LLC | 346 | $26K | 0.0% | N/A | 0.000% | |
| 1/27/2025 | Private Wealth Management Group LLC | 19,863 | $1.51M | 0.6% | +1.4% | 0.018% | |
| 1/27/2025 | Brandywine Oak Private Wealth LLC | 29,412 | $2.24M | 0.2% | +8.4% | 0.027% | |
| 1/27/2025 | Long Run Wealth Advisors LLC | 27,133 | $2.07M | 0.5% | +6.9% | 0.025% | |
| 1/27/2025 | Vision Capital Management Inc. | 32,016 | $2.44M | 0.4% | +1.2% | 0.030% | |
| 1/27/2025 | Trilogy Capital Inc. | 47,372 | $3.61M | 0.2% | -1.9% | 0.044% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 50,766 | $3.87M | 0.1% | -5.4% | 0.047% | |
| 1/27/2025 | Choreo LLC | 28,813 | $2.19M | 0.0% | -3.8% | 0.027% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 325,500 | $24.77M | 0.1% | -13.3% | 0.301% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 11,789 | $898K | 0.0% | +4.0% | 0.011% | |
| 1/27/2025 | Mather Group LLC. | 205,178 | $15.62M | 0.2% | +12.3% | 0.189% | |
| 1/27/2025 | Stephens Consulting LLC | 3,259 | $248K | 0.1% | +11.1% | 0.003% | |
| 1/24/2025 | One Wealth Advisors LLC | 20,498 | $1.56M | 0.2% | +4.7% | 0.019% | |
| 1/24/2025 | Rice Partnership LLC | 916 | $70K | 0.0% | +19.3% | 0.001% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 863 | $66K | 0.0% | N/A | 0.001% | |
| 1/24/2025 | CFM Wealth Partners LLC | 23,662 | $1.80M | 0.3% | +2.1% | 0.022% | |
| 1/24/2025 | CENTRAL TRUST Co | 45,738 | $3.48M | 0.1% | +1.9% | 0.043% | |
| 1/24/2025 | Valley National Advisers Inc. | 3,901 | $296K | 0.1% | -4.4% | 0.004% | |
| 1/24/2025 | Leverty Financial Group LLC | 3,365 | $256K | 0.1% | N/A | 0.003% | |
| 1/24/2025 | McAdam LLC | 4,851 | $369K | 0.0% | +19.9% | 0.005% | |
| 1/24/2025 | Brio Consultants LLC | 29,855 | $2.27M | 0.4% | +12.0% | 0.028% | |
| 1/24/2025 | Dohj LLC | 166,324 | $12.66M | 2.9% | -5.4% | 0.158% | |
| 1/24/2025 | Litman Gregory Wealth Management LLC | 91,207 | $6.95M | 0.6% | +0.4% | 0.086% | |
| 1/24/2025 | Concord Wealth Partners | 3,583 | $273K | 0.0% | -11.6% | 0.003% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 17,486 | $1.34M | 0.0% | +1.3% | 0.017% | |
| 1/24/2025 | Brewster Financial Planning LLC | 11,776 | $897K | 0.7% | +130.3% | 0.011% | |
| 1/24/2025 | RHS Financial LLC | 23,112 | $1.76M | 0.9% | +0.9% | 0.022% | |
| 1/23/2025 | Stephenson & Company Inc. | 2,627 | $200K | 0.1% | N/A | 0.002% | |
| 1/23/2025 | Great Diamond Partners LLC | 6,378 | $486K | 0.1% | +3.7% | 0.006% | |
| 1/23/2025 | Integris Wealth Management LLC | 43,902 | $3.34M | 0.9% | +2.1% | 0.042% | |
| 1/23/2025 | RVW Wealth LLC | 120,830 | $9.20M | 0.9% | -1.0% | 0.115% | |
| 1/23/2025 | Manning & Napier Advisors LLC | 4,816 | $367K | 0.0% | +13.2% | 0.005% | |
| 1/23/2025 | McKinley Carter Wealth Services Inc. | 41,952 | $3.19M | 0.2% | +7.9% | 0.040% | |
| 1/23/2025 | Wade Financial Advisory Inc | 4,470 | $340K | 0.1% | +19.2% | 0.004% | |
| 1/23/2025 | Asset Dedication LLC | 13,416 | $1.02M | 0.1% | -3.0% | 0.013% | |
| 1/23/2025 | Verus Wealth Management LLC | 4,260 | $324K | 0.4% | N/A | 0.004% | |
| 1/23/2025 | Money Design Co. Ltd. | 247,269 | $18.82M | 1.0% | +1.4% | 0.234% | |
| 1/23/2025 | Foster Group Inc. | 7,696 | $586K | 0.0% | +10.9% | 0.007% | |
| 1/23/2025 | Williams & Novak LLC | 18,129 | $1.38M | 1.3% | -11.7% | 0.017% | |
| 1/22/2025 | Mayflower Financial Advisors LLC | 3,326 | $253K | 0.0% | -16.2% | 0.003% | |
| 1/22/2025 | BSW Wealth Partners | 75,762 | $5.77M | 0.8% | +1.1% | 0.072% | |
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| 1/22/2025 | Falcon Wealth Planning | 6,516 | $496K | 0.1% | -3.4% | 0.006% | |
| 1/22/2025 | Perigon Wealth Management LLC | 6,942 | $534K | 0.0% | +32.4% | 0.007% | |
| 1/22/2025 | Matrix Asset Advisors Inc. NY | 6,563 | $500K | 0.1% | +54.1% | 0.006% | |
| 1/22/2025 | Charter Oak Capital Management LLC | 28,387 | $2.16M | 0.2% | -2.1% | 0.027% | |
| 1/22/2025 | United Asset Strategies Inc. | 3,622 | $276K | 0.0% | -6.1% | 0.003% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 8,915 | $679K | 0.1% | +4.7% | 0.008% | |
| 1/22/2025 | Peak Financial Management Inc. | 8,351 | $636K | 0.2% | -8.6% | 0.008% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 295,067 | $22.47M | 0.6% | +2.0% | 0.280% | |
| 1/21/2025 | OLIO Financial Planning | 23,602 | $1.80M | 0.6% | +18.4% | 0.022% | |
| 1/21/2025 | Baron Financial Group LLC | 34,013 | $2.59M | 1.6% | -1.8% | 0.032% | |
