| 8/27/2025 | Orion Porfolio Solutions LLC | 15,725 | $1.08M | 0.0% | -13.2% | 0.277% | |
| 8/19/2025 | Asset Dedication LLC | 1,320 | $91K | 0.0% | +70.1% | 0.023% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 8,205 | $563K | 0.3% | +149.0% | 0.145% | |
| 8/15/2025 | Corient Private Wealth LLC | 95,185 | $6.53M | 0.0% | -15.4% | 1.679% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 15,725 | $1.08M | 0.0% | -13.2% | 0.277% | |
| 8/14/2025 | Clarity Asset Management Inc. | 424,981 | $29.15M | 17.4% | -6.1% | 7.495% | |
| 8/12/2025 | Hill Investment Group Partners LLC | 16,884 | $1.16M | 0.2% | +22.6% | 0.298% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 15,881 | $1.09M | 0.0% | +2.5% | 0.280% | |
| 8/11/2025 | Diversified Portfolios Inc. | 21,673 | $1.49M | 0.1% | -0.7% | 0.382% | |
| 8/6/2025 | True Wealth Design LLC | 2,059 | $141K | 0.0% | +22.2% | 0.036% | |
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| 8/5/2025 | Bridgewater Advisors Inc. | 10,688 | $751K | 0.1% | +42.0% | 0.189% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 2,490 | $171K | 0.1% | +6.8% | 0.044% | |
| 8/1/2025 | Fort Vancouver Investment Management LLC | 607 | $42K | 0.0% | +61.9% | 0.011% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 36,716 | $2.52M | 0.0% | +152.7% | 0.648% | |
| 7/31/2025 | Orion Capital Management LLC | 9,156 | $628K | 0.2% | +2.1% | 0.161% | |
| 7/31/2025 | Curio Wealth LLC | 2,174 | $149K | 0.1% | +43,380.0% | 0.038% | |
| 7/31/2025 | Trademark Financial Management LLC | 46,353 | $3.18M | 1.9% | +4.9% | 0.818% | |
| 7/31/2025 | AlTi Global Inc. | 50,529 | $3.47M | 0.1% | N/A | 0.891% | |
| 7/30/2025 | EnRich Financial Partners LLC | 9,448 | $648K | 0.2% | -12.5% | 0.167% | |
| 7/29/2025 | Kelman Lazarov Inc. | 10,838 | $744K | 0.1% | -3.5% | 0.191% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 38,440 | $2.64M | 0.4% | +12.4% | 0.678% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 4,109 | $282K | 0.1% | +4.4% | 0.072% | |
| 7/25/2025 | PrairieView Partners LLC | 31,217 | $2.14M | 0.2% | -1.3% | 0.551% | |
| 7/24/2025 | Grand Wealth Management LLC | 934 | $64K | 0.0% | -42.5% | 0.016% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 4,202 | $288K | 0.2% | -74.3% | 0.074% | |
| 7/21/2025 | Trellis Wealth Advisors LLC | 33,411 | $2.29M | 1.0% | -0.5% | 0.589% | |
| 7/18/2025 | Truist Financial Corp | 24,658 | $1.69M | 0.0% | +81.4% | 0.435% | |
| 7/18/2025 | FMB Wealth Management | 11,118 | $763K | 0.4% | +80.4% | 0.196% | |
| 7/17/2025 | HB Wealth Management LLC | 28,050 | $1.92M | 0.0% | +16.4% | 0.495% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 91,791 | $6.30M | 0.6% | +34.8% | 1.619% | |
| 7/15/2025 | Vestment Financial LLC | 23,573 | $1.63M | 1.0% | +30.2% | 0.416% | |
| 7/15/2025 | Maseco LLP | 1,230,145 | $84.29M | 3.2% | N/A | 21.696% | |
| 7/15/2025 | Bfsg LLC | 13,524 | $928K | 0.1% | +12.3% | 0.239% | |
| 7/14/2025 | Northland Capital Management LLC | 70,740 | $4.85M | 3.0% | +8.4% | 1.248% | |
| 7/14/2025 | ABLE Financial Group LLC | 10,983 | $753K | 0.2% | +73.8% | 0.194% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 138,582 | $9.67M | 0.0% | +0.5% | 2.444% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 5,900 | $405K | 0.1% | N/A | 0.104% | |
| 5/20/2025 | Focus Partners Wealth | 326,840 | $20.38M | 0.1% | N/A | 5.921% | |
| 5/19/2025 | Jane Street Group LLC | 7,512 | $468K | 0.0% | N/A | 0.136% | |
| 5/15/2025 | Tortoise Investment Management LLC | 5,320 | $332K | 0.0% | +12.5% | 0.096% | |
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| 5/15/2025 | Clarity Asset Management Inc. | 452,668 | $28.23M | 18.2% | +19.3% | 8.201% | |
| 5/14/2025 | Orion Capital Management LLC | 8,972 | $559K | 0.2% | +8.9% | 0.166% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 13,776 | $859K | 0.1% | +9.5% | 0.255% | |
| 5/13/2025 | Raymond James Financial Inc. | 104,070 | $6.49M | 0.0% | N/A | 1.927% | |
| 5/13/2025 | HighTower Advisors LLC | 48,681 | $3.04M | 0.0% | +2.8% | 0.902% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 3,934 | $245K | 0.1% | +24.9% | 0.073% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 34,186 | $2.13M | 0.4% | -2.3% | 0.633% | |
| 5/7/2025 | LPL Financial LLC | 22,924 | $1.43M | 0.0% | +59.4% | 0.425% | |
| 5/7/2025 | HB Wealth Management LLC | 24,090 | $1.50M | 0.0% | N/A | 0.446% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,899 | $430K | 0.0% | -34.0% | 0.128% | |
| 5/6/2025 | Grand Wealth Management LLC | 1,625 | $101K | 0.1% | +74.0% | 0.030% | |
| 5/6/2025 | Kelman Lazarov Inc. | 11,232 | $700K | 0.1% | +4.6% | 0.208% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 15,492 | $966K | 0.0% | -3.7% | 0.287% | |
| 5/6/2025 | Vista Capital Partners Inc. | 19,564 | $1.22M | 0.1% | -8.8% | 0.362% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 7,529 | $463K | 0.0% | N/A | 0.139% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,894 | $368K | 0.1% | +6.8% | 0.109% | |
| 5/1/2025 | Asset Dedication LLC | 776 | $48K | 0.0% | +102.1% | 0.014% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,531 | $906K | 0.0% | +25.8% | 0.269% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 2,331 | $143K | 0.1% | +12.8% | 0.043% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 16,336 | $1.02M | 0.7% | +10.1% | 0.303% | |
| 4/25/2025 | EnRich Financial Partners LLC | 10,792 | $673K | 0.2% | N/A | 0.200% | |
| 4/25/2025 | Trademark Financial Management LLC | 44,197 | $2.76M | 2.1% | -6.6% | 0.818% | |
| 4/23/2025 | Austin Asset Management Co Inc | 6,485 | $404K | 0.1% | N/A | 0.120% | |
| 4/23/2025 | Northland Capital Management LLC | 65,252 | $4.07M | 2.8% | -2.3% | 1.208% | |
| 4/22/2025 | Diversified Portfolios Inc. | 21,825 | $1.36M | 0.1% | -9.1% | 0.404% | |
| 4/18/2025 | Bfsg LLC | 12,045 | $751K | 0.1% | +47.4% | 0.228% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 137,887 | $8.60M | 0.0% | N/A | 2.611% | |
| 4/15/2025 | Vestment Financial LLC | 18,102 | $1.14M | 0.8% | +9.1% | 0.343% | |
| 4/14/2025 | LexAurum Advisors LLC | 11,067 | $690K | 0.1% | +5.5% | 0.210% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 981 | $61K | 0.0% | N/A | 0.019% | |
| 4/8/2025 | Highland Financial Advisors LLC | 101,435 | $6.33M | 2.3% | +1.4% | 1.921% | |
| 2/27/2025 | ABLE Financial Group LLC | 6,398 | $423K | 0.1% | +8.5% | 0.125% | |
| 2/17/2025 | Waverly Advisors LLC | 139,519 | $9.23M | 0.1% | -0.8% | 3.346% | |
| 2/17/2025 | Vestment Financial LLC | 16,591 | $1.10M | 0.8% | N/A | 0.398% | |
| 2/17/2025 | Clarity Asset Management Inc. | 379,408 | $25.09M | 16.3% | -2.4% | 9.099% | |
| 2/17/2025 | Citadel Advisors LLC | 12,227 | $808K | 0.0% | N/A | 0.293% | |
| 2/14/2025 | Oak Wealth Advisors LLC | 8,958 | $592K | 0.5% | N/A | 0.215% | |
| 2/13/2025 | Mariner LLC | 94,405 | $6.24M | 0.0% | +92.9% | 2.264% | |
| 2/13/2025 | Kelman Lazarov Inc. | 10,741 | $710K | 0.1% | +7.6% | 0.258% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 20,970 | $1.39M | 0.0% | -4.8% | 0.503% | |
| 2/11/2025 | LPL Financial LLC | 14,384 | $951K | 0.0% | -31.8% | 0.345% | |
| 2/10/2025 | Curio Wealth LLC | 2,115 | $140K | 0.1% | N/A | 0.051% | |
| 2/10/2025 | Corient Private Wealth LLC | 162,803 | $10.77M | 0.0% | +1.8% | 3.904% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 117,491 | $7.77M | 0.0% | +0.6% | 2.818% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 2,147 | $142K | 0.1% | N/A | 0.051% | |
| 2/7/2025 | HighTower Advisors LLC | 47,340 | $3.13M | 0.0% | -3.0% | 1.135% | |
| 2/7/2025 | Tortoise Investment Management LLC | 4,730 | $313K | 0.0% | +6.8% | 0.113% | |
| 2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,521 | $365K | 0.1% | +59.0% | 0.132% | |
| 2/7/2025 | Red Lighthouse Investment Management LLC | 2,067 | $137K | 0.1% | -11.7% | 0.050% | |
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| 2/5/2025 | Passive Capital Management LLC. | 12,598 | $833K | 0.3% | +8.0% | 0.302% | |
| 2/4/2025 | Wealthstream Advisors Inc. | 34,987 | $2.31M | 0.4% | +41.5% | 0.839% | |
| 2/3/2025 | Trellis Wealth Advisors LLC | 33,572 | $2.22M | 1.1% | -1.1% | 0.805% | |
| 2/3/2025 | Werba Rubin Papier Wealth Management | 3,150 | $208K | 0.0% | N/A | 0.076% | |
| 1/31/2025 | Bfsg LLC | 8,171 | $540K | 0.1% | +41.0% | 0.196% | |
| 1/31/2025 | Truist Financial Corp | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
| 1/30/2025 | Highland Financial Advisors LLC | 100,039 | $6.62M | 2.3% | +4.1% | 2.399% | |
| 1/30/2025 | Trademark Financial Management LLC | 47,339 | $3.13M | 2.5% | +58.7% | 1.135% | |
| 1/29/2025 | PrairieView Partners LLC | 31,781 | $2.10M | 0.2% | -3.5% | 0.762% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 16,087 | $1.06M | 0.0% | -5.9% | 0.386% | |
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