| 8/1/2025 | Red Lighthouse Investment Management LLC | 217,778 | $11.66M | 4.5% | +1.0% | 1.564% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 220,831 | $11.82M | 0.0% | +7.3% | 1.586% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 249,449 | $13.36M | 0.2% | +150.5% | 1.792% | |
| 7/30/2025 | Bayshore Asset Management LLC | 93,723 | $5.02M | 2.3% | -5.1% | 0.673% | |
| 7/30/2025 | Strategic Blueprint LLC | 50,542 | $2.71M | 0.1% | +6.8% | 0.363% | |
| 7/30/2025 | TFB Advisors LLC | 5,578 | $299K | 0.1% | -50.6% | 0.040% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 12,069 | $646K | 0.1% | -2.9% | 0.087% | |
| 7/28/2025 | Kiker Wealth Management LLC | 510 | $27K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 42,928 | $2.30M | 0.1% | +9.2% | 0.308% | |
| 7/25/2025 | Gibson Capital LLC | 37,010 | $1.98M | 0.4% | +698.5% | 0.266% | |
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| 7/25/2025 | PrairieView Partners LLC | 10,280 | $550K | 0.1% | -8.2% | 0.074% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 8,440 | $452K | 0.3% | -10.6% | 0.061% | |
| 7/23/2025 | Allegiance Financial Group Advisory Services LLC | 154,670 | $8.28M | 2.2% | +8.9% | 1.111% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 339,604 | $18.18M | 3.3% | +5.9% | 2.440% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 141,044 | $7.55M | 0.8% | -7.3% | 1.013% | |
| 7/22/2025 | Simplicity Wealth LLC | 137,640 | $7.37M | 0.3% | +113.1% | 0.989% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 7,473 | $400K | 0.0% | +32.2% | 0.054% | |
| 7/21/2025 | Life Planning Partners Inc | 4,130 | $221K | 0.2% | N/A | 0.030% | |
| 7/21/2025 | Financial Architects LLC | 4,710 | $252K | 0.2% | N/A | 0.034% | |
| 7/18/2025 | BSW Wealth Partners | 194,087 | $10.39M | 1.4% | +6.0% | 1.394% | |
| 7/17/2025 | HB Wealth Management LLC | 9,482 | $508K | 0.0% | -6.9% | 0.069% | |
| 7/17/2025 | Oceanside Advisors LLC | 93,533 | $5.01M | 3.3% | +2.2% | 0.676% | |
| 7/17/2025 | Symmetry Partners LLC | 145,785 | $7.81M | 1.0% | +16.5% | 1.053% | |
| 7/17/2025 | XY Planning Network Inc. | 6,077 | $325K | 0.1% | +30.2% | 0.044% | |
| 7/16/2025 | Meredith Wealth Planning | 271,441 | $14.53M | 5.3% | +14.9% | 1.961% | |
| 7/16/2025 | Perigon Wealth Management LLC | 139,653 | $7.48M | 0.2% | +9.2% | 1.009% | |
| 7/15/2025 | Bannerman Wealth Management Group LLC | 81,667 | $4.37M | 3.4% | +2.6% | 0.590% | |
| 7/14/2025 | Northland Capital Management LLC | 63,449 | $3.40M | 2.1% | +3.3% | 0.458% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 50,149 | $2.69M | 1.3% | -23.1% | 0.362% | |
| 7/14/2025 | Enzi Wealth | 102,792 | $5.54M | 2.0% | -1.2% | 0.743% | |
| 7/14/2025 | Park Avenue Securities LLC | 56,475 | $3.02M | 0.0% | +14.6% | 0.408% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 4,359 | $233K | 0.1% | N/A | 0.031% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,535 | $403K | 0.0% | +39.7% | 0.054% | |
| 7/11/2025 | UMB Bank n.a. | 23,258 | $1.25M | 0.0% | -0.9% | 0.168% | |
| 7/10/2025 | Anderson Hoagland & Co. | 155,671 | $8.34M | 0.8% | +0.2% | 1.125% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 98,624 | $5.28M | 2.5% | +3.2% | 0.713% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 25,637 | $1.37M | 0.3% | -7.3% | 0.185% | |
| 7/10/2025 | Wedmont Private Capital | 46,523 | $2.51M | 0.1% | +8.5% | 0.336% | |
| 7/9/2025 | Breakwater Capital Group | 12,621 | $676K | 0.1% | -2.0% | 0.091% | |
| 7/3/2025 | Lam Group Inc. | 10,045 | $538K | 0.4% | +44.3% | 0.074% | |
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| 6/27/2025 | Goldman Sachs Group Inc. | 7,316 | $345K | 0.0% | -55.2% | 0.054% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 65,200 | $3.08M | 1.8% | -8.6% | 0.497% | |
| 5/29/2025 | Apeiron RIA LLC | 117,922 | $5.56M | 1.7% | +2.0% | 0.899% | |
| 5/27/2025 | Jacobi Capital Management LLC | 11,605 | $547K | 0.0% | +18.5% | 0.088% | |
| 5/20/2025 | Focus Partners Wealth | 832,321 | $39.25M | 0.1% | +3,632.5% | 6.344% | |
| 5/19/2025 | Jane Street Group LLC | 50,426 | $2.38M | 0.0% | -81.4% | 0.384% | |
| 5/16/2025 | Empowered Funds LLC | 796,550 | $37.57M | 0.5% | +5.4% | 6.071% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,316 | $345K | 0.0% | -55.2% | 0.056% | |
| 5/16/2025 | AQR Capital Management LLC | 17,265 | $814K | 0.0% | +36.4% | 0.132% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 99,580 | $4.70M | 0.1% | +7.0% | 0.759% | |
| 5/15/2025 | Betterment LLC | 4,981 | $235K | 0.0% | N/A | 0.038% | |
| 5/15/2025 | Tortoise Investment Management LLC | 71,531 | $3.37M | 0.4% | +12.9% | 0.545% | |
| 5/14/2025 | Entrewealth LLC | 27,836 | $1.31M | 1.0% | +64.0% | 0.222% | |
| 5/14/2025 | NCM Capital Management LLC | 16,776 | $791K | 0.4% | +3.8% | 0.134% | |
| 5/14/2025 | B&D White Capital Company LLC | 95,952 | $4.52M | 0.7% | +228.3% | 0.766% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,720 | $128K | 0.0% | +77.9% | 0.022% | |
| 5/13/2025 | Cascade Financial Partners LLC | 76,140 | $3.59M | 0.5% | +34.8% | 0.608% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 84,065 | $3.97M | 0.0% | N/A | 0.671% | |
| 5/13/2025 | Cresset Asset Management LLC | 25,446 | $1.20M | 0.0% | +309.3% | 0.203% | |
| 5/13/2025 | American Century Companies Inc. | 956,758 | $45.12M | 0.0% | +23.3% | 7.642% | |
| 5/13/2025 | HighTower Advisors LLC | 196,015 | $9.24M | 0.0% | +102.0% | 1.566% | |
| 5/12/2025 | CCM Investment Group LLC | 796,318 | $37.75M | 4.0% | N/A | 6.360% | |
| 5/12/2025 | AlphaCore Capital LLC | 21,578 | $1.02M | 0.1% | N/A | 0.172% | |
| 5/8/2025 | Meredith Wealth Planning | 236,254 | $11.14M | 4.9% | +3.0% | 1.887% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 12,433 | $586K | 0.1% | +24.0% | 0.099% | |
| 5/7/2025 | LPL Financial LLC | 47,399 | $2.24M | 0.0% | +18.6% | 0.379% | |
| 5/7/2025 | HB Wealth Management LLC | 10,180 | $480K | 0.0% | N/A | 0.081% | |
| 5/6/2025 | Golden Bell Financial Planning LLC | 160,941 | $7.59M | 7.4% | -0.4% | 1.285% | |
| 5/6/2025 | Guidance Capital Inc. | 7,881 | $386K | 0.1% | +12.0% | 0.063% | |
| 5/5/2025 | Allegiance Financial Group Advisory Services LLC | 142,045 | $6.70M | 2.0% | +10.4% | 1.135% | |
| 5/5/2025 | Private Advisor Group LLC | 44,404 | $2.09M | 0.0% | -0.6% | 0.355% | |
| 5/2/2025 | Forum Financial Management LP | 15,196 | $717K | 0.0% | N/A | 0.121% | |
| 5/2/2025 | MB Generational Wealth LLC | 87,241 | $4.11M | 3.1% | +0.2% | 0.697% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 95,545 | $4.51M | 2.3% | +21.7% | 0.763% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 129,351 | $6.10M | 1.4% | +2.8% | 1.033% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 107,503 | $5.07M | 3.3% | +11.7% | 0.859% | |
| 5/1/2025 | Austin Wealth Management LLC | 127,750 | $6.09M | 1.2% | +15.2% | 1.020% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 39,316 | $1.85M | 0.0% | +11.1% | 0.314% | |
| 4/29/2025 | Callan Capital LLC | 56,044 | $2.64M | 0.2% | +7.4% | 0.448% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 205,807 | $9.71M | 0.0% | +20.2% | 1.644% | |
| 4/29/2025 | Cloud Capital Management LLC | 5,964 | $281K | 0.2% | N/A | 0.048% | |
| 4/29/2025 | CoreFirst Bank & Trust | 30,512 | $1.44M | 0.9% | +6.4% | 0.244% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 17,095 | $806K | 0.1% | +14.8% | 0.137% | |
| 4/29/2025 | Strategic Blueprint LLC | 47,305 | $2.23M | 0.1% | +7.6% | 0.378% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 152,102 | $7.17M | 0.8% | +37.1% | 1.215% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 215,670 | $10.22M | 4.1% | -0.9% | 1.723% | |
| 4/25/2025 | Oceanside Advisors LLC | 91,493 | $4.32M | 3.1% | +7.3% | 0.731% | |
| 4/25/2025 | Enzi Wealth | 104,017 | $4.96M | 2.0% | +4.0% | 0.831% | |
| 4/24/2025 | BSW Wealth Partners | 183,098 | $8.64M | 1.3% | +1.1% | 1.462% | |
| 4/23/2025 | Perigon Wealth Management LLC | 127,888 | $6.03M | 0.2% | -8.6% | 1.021% | |
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| 4/23/2025 | Northland Capital Management LLC | 61,448 | $2.90M | 2.0% | +0.9% | 0.491% | |
| 4/23/2025 | Symmetry Partners LLC | 125,134 | $5.90M | 0.8% | +27.7% | 0.999% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 9,440 | $445K | 0.4% | +5.6% | 0.075% | |
| 4/22/2025 | XY Planning Network Inc. | 4,666 | $220K | 0.1% | -18.2% | 0.038% | |
| 4/18/2025 | Seed Wealth Management Inc. | 7,130 | $336K | 0.3% | +4.9% | 0.058% | |
| 4/17/2025 | Bayshore Asset Management LLC | 98,806 | $4.66M | 2.3% | +6.3% | 0.807% | |
| 4/16/2025 | Lam Group Inc. | 6,960 | $328K | 0.2% | -42.1% | 0.057% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 320,566 | $15.12M | 3.0% | +3.0% | 2.619% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 27,670 | $1.31M | 0.4% | -4.5% | 0.226% | |
| 4/15/2025 | Bannerman Wealth Management Group LLC | 79,587 | $3.75M | 3.1% | +8.9% | 0.650% | |
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