| 7/18/2025 | Pure Financial Advisors LLC | 16,295 | $2.21M | 0.0% | +51.3% | 0.016% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 4,095 | $554K | 0.0% | -2.8% | 0.004% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 2,949 | $399K | 0.1% | N/A | 0.003% | |
| 7/18/2025 | Client 1ST Advisory Group LLC | 95,463 | $12.92M | 4.7% | -1.7% | 0.094% | |
| 7/18/2025 | Trilogy Capital Inc. | 64,263 | $8.70M | 0.4% | +1.4% | 0.063% | |
| 7/18/2025 | Marino Stram & Associates LLC | 7,750 | $1.05M | 0.2% | -7.0% | 0.008% | |
| 7/18/2025 | SigFig Wealth Management LLC | 18,339 | $2.46M | 0.1% | +15.6% | 0.018% | |
| 7/18/2025 | PFG Investments LLC | 18,669 | $2.53M | 0.1% | +2.8% | 0.018% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 49,640 | $6.72M | 0.7% | -1.4% | 0.049% | |
| 7/18/2025 | Cooper Financial Group | 1,814 | $245K | 0.0% | -67.4% | 0.002% | |
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| 7/18/2025 | Truist Financial Corp | 82,256 | $11.13M | 0.0% | -5.7% | 0.081% | |
| 7/17/2025 | One Wealth Advisors LLC | 106,387 | $14.39M | 2.0% | -1.9% | 0.105% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 41,738 | $5.65M | 0.3% | -9.3% | 0.041% | |
| 7/17/2025 | Capital Investment Advisors LLC | 3,650 | $494K | 0.0% | +21.2% | 0.004% | |
| 7/17/2025 | HB Wealth Management LLC | 29,824 | $4.04M | 0.0% | -0.6% | 0.029% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 96,073 | $13.00M | 0.0% | +0.2% | 0.095% | |
| 7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 1,674 | $226K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 1,609 | $218K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Sound Income Strategies LLC | 2,552 | $345K | 0.0% | +16.8% | 0.003% | |
| 7/17/2025 | Symmetry Partners LLC | 9,537 | $1.29M | 0.2% | -17.5% | 0.009% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 2,080 | $281K | 0.2% | -12.8% | 0.002% | |
| 7/17/2025 | XY Planning Network Inc. | 5,987 | $810K | 0.3% | N/A | 0.006% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 1,577 | $213K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 10,891 | $1.47M | 0.4% | +7.0% | 0.011% | |
| 7/16/2025 | Diversified Enterprises LLC | 4,296 | $581K | 0.0% | -19.8% | 0.004% | |
| 7/16/2025 | Signaturefd LLC | 4,272 | $578K | 0.0% | -2.7% | 0.004% | |
| 7/16/2025 | Vision Capital Management Inc. | 18,275 | $2.47M | 0.3% | +7.5% | 0.018% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 5,923 | $801K | 0.1% | -1.9% | 0.006% | |
| 7/16/2025 | Crown Wealth Group LLC | 8,388 | $1.14M | 0.4% | -9.0% | 0.008% | |
| 7/16/2025 | Traveka Wealth LLC | 4,393 | $594K | 0.3% | +42.2% | 0.004% | |
| 7/16/2025 | MBE Wealth Management LLC | 4,320 | $584K | 0.3% | +4.6% | 0.004% | |
| 7/16/2025 | Perigon Wealth Management LLC | 36,185 | $4.90M | 0.1% | -8.2% | 0.036% | |
| 7/16/2025 | Plancorp LLC | 78,808 | $10.66M | 0.4% | -0.7% | 0.078% | |
| 7/15/2025 | Oxinas Partners Wealth Management LLC | 2,809 | $380K | 0.2% | -12.6% | 0.003% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 2,369 | $321K | 0.2% | +11.6% | 0.002% | |
| 7/15/2025 | TD Private Client Wealth LLC | 4,880 | $660K | 0.0% | -3.1% | 0.005% | |
| 7/15/2025 | Mather Group LLC. | 2,945 | $398K | 0.0% | -19.8% | 0.003% | |
| 7/15/2025 | Brewster Financial Planning LLC | 4,802 | $650K | 0.4% | -3.1% | 0.005% | |
| 7/15/2025 | Axis Wealth Partners LLC | 7,412 | $1.00M | 0.7% | +12.8% | 0.007% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 11,169 | $1.51M | 0.3% | +2.3% | 0.011% | |
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| 7/15/2025 | Retirement Income Solutions Inc | 49,777 | $6.74M | 1.2% | -29.1% | 0.049% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 11,040 | $1.49M | 0.2% | -8.6% | 0.011% | |
| 7/15/2025 | CGN Advisors LLC | 17,750 | $2.40M | 0.2% | -0.6% | 0.017% | |
| 7/15/2025 | GSB Wealth Management LLC | 13,683 | $1.85M | 0.5% | -3.0% | 0.013% | |
| 7/14/2025 | AdvisorNet Financial Inc | 3,495 | $473K | 0.0% | -10.7% | 0.003% | |
| 7/14/2025 | Foster Group Inc. | 21,414 | $2.90M | 0.1% | +5.4% | 0.021% | |
| 7/14/2025 | Acropolis Investment Management LLC | 12,220 | $1.65M | 0.1% | +4.1% | 0.012% | |
| 7/14/2025 | ABLE Financial Group LLC | 2,836 | $384K | 0.1% | -11.5% | 0.003% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 4,169 | $564K | 0.0% | -14.8% | 0.004% | |
| 7/14/2025 | Enzi Wealth | 1,609 | $219K | 0.1% | N/A | 0.002% | |
| 7/14/2025 | Park Avenue Securities LLC | 166,132 | $22.48M | 0.2% | -0.3% | 0.164% | |
| 7/14/2025 | Sowell Financial Services LLC | 11,333 | $1.53M | 0.1% | -2.7% | 0.011% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 32,300 | $4.37M | 0.7% | -0.6% | 0.032% | |
| 7/11/2025 | Scott Capital Advisors LLC | 10,425 | $1.42M | 0.4% | +11.4% | 0.010% | |
| 7/11/2025 | Ridgeline Wealth LLC | 25,924 | $3.51M | 2.9% | -0.5% | 0.026% | |
| 7/11/2025 | Farther Finance Advisors LLC | 43,695 | $5.91M | 0.1% | -6.4% | 0.043% | |
| 7/11/2025 | UMB Bank n.a. | 38,336 | $5.19M | 0.1% | +28.5% | 0.038% | |
| 7/11/2025 | My Legacy Advisors LLC | 8,549 | $1.17M | 0.4% | -10.3% | 0.008% | |
| 7/11/2025 | Diversified Trust Co | 18,391 | $2.49M | 0.1% | -14.9% | 0.018% | |
| 7/11/2025 | Pioneer Wealth Management Group | 17,414 | $2.36M | 0.9% | +8.8% | 0.017% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 420 | $57K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Ryan Investment Management Inc. | 11,956 | $1.62M | 1.0% | N/A | 0.012% | |
| 7/10/2025 | IMPACTfolio LLC | 278,413 | $37.67M | 17.9% | +1.6% | 0.274% | |
| 7/10/2025 | HF Advisory Group LLC | 19,644 | $2.66M | 1.1% | -0.5% | 0.019% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 64,235 | $8.69M | 1.4% | +9.4% | 0.063% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 55,886 | $7.56M | 0.1% | +6.0% | 0.055% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 46,205 | $6.25M | 1.5% | -21.2% | 0.046% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 209,748 | $28.65M | 0.0% | +2.2% | 0.207% | |
| 7/10/2025 | Atticus Wealth Management LLC | 2,353 | $318K | 0.1% | +7.4% | 0.002% | |
| 7/10/2025 | Sharkey Howes & Javer | 111,297 | $15.06M | 2.0% | -10.7% | 0.110% | |
| 7/10/2025 | Brooklyn FI LLC | 18,799 | $2.54M | 0.7% | +63.0% | 0.019% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 3,916 | $530K | 0.0% | -2.4% | 0.004% | |
| 7/10/2025 | Focus Financial Network Inc. | 19,783 | $2.68M | 0.1% | -5.8% | 0.019% | |
| 7/10/2025 | Sovran Advisors LLC | 8,134 | $1.10M | 0.1% | -34.2% | 0.008% | |
| 7/10/2025 | Financial Management Network Inc. | 2,975 | $406K | 0.1% | +11.3% | 0.003% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 26,843 | $3.63M | 0.1% | -15.7% | 0.026% | |
| 7/9/2025 | OLIO Financial Planning | 8,172 | $1.11M | 0.3% | +1.9% | 0.008% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 2,655 | $359K | 0.0% | -12.1% | 0.003% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 5,944 | $804K | 0.0% | -6.9% | 0.006% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 151,619 | $20.51M | 3.5% | -0.6% | 0.148% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 6,133 | $830K | 0.1% | -4.6% | 0.006% | |
| 7/9/2025 | Keystone Wealth Services LLC | 32,265 | $4.37M | 1.1% | -3.2% | 0.032% | |
| 7/9/2025 | Alesco Advisors LLC | 277,563 | $37.55M | 1.1% | -1.2% | 0.272% | |
| 7/9/2025 | Bank of New Hampshire | 1,320 | $179K | 0.0% | -13.2% | 0.001% | |
| 7/9/2025 | Parkside Advisors LLC | 70,855 | $9.59M | 2.1% | +2.1% | 0.069% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 23,738 | $3.21M | 1.3% | -43.4% | 0.023% | |
| 7/8/2025 | Apella Capital LLC | 95,998 | $13.01M | 0.4% | -4.9% | 0.094% | |
| 7/8/2025 | Parallel Advisors LLC | 59,470 | $8.05M | 0.2% | +3.5% | 0.058% | |
| 7/7/2025 | Investors Research Corp | 1,281 | $173K | 0.0% | +12.7% | 0.001% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 2,562 | $346K | 0.0% | +35.6% | 0.003% | |
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| 7/7/2025 | Shotwell Rutter Baer Inc | 5,465 | $746K | 0.5% | -2.4% | 0.005% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 5,970 | $808K | 0.4% | -1.3% | 0.006% | |
| 7/7/2025 | Bangor Savings Bank | 6,093 | $824K | 0.1% | -1.4% | 0.006% | |
| 7/7/2025 | Life Line Wealth Management LLC | 3,190 | $432K | 0.1% | -8.1% | 0.003% | |
| 7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 12,950 | $1.75M | 1.0% | +6.8% | 0.013% | |
| 7/3/2025 | Garde Capital Inc. | 22,615 | $3.06M | 0.2% | +48.5% | 0.022% | |
| 6/6/2025 | eCIO Inc. | 1,367 | $167K | 0.1% | N/A | 0.001% | |
| 6/2/2025 | Modern Wealth Management LLC | 11,853 | $1.45M | 0.0% | +69.9% | 0.011% | |
| 5/21/2025 | Acadian Asset Management LLC | 24,443 | $2.98M | 0.0% | +112.7% | 0.024% | |
| 5/20/2025 | Acorns Advisers LLC | 2,400,608 | $292.66M | 2.8% | +3.8% | 2.315% | |
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