| 4/18/2025 | Market Street Wealth Management Advisors LLC | 351,250 | $20.99M | 3.6% | +1.6% | 0.228% | |
| 4/18/2025 | Planning Center Inc. | 311,970 | $18.64M | 2.2% | +0.6% | 0.202% | |
| 4/18/2025 | Colorado Capital Management Inc. | 147,749 | $8.83M | 4.1% | +3.4% | 0.096% | |
| 4/18/2025 | Five Oceans Advisors | 27,971 | $1.67M | 0.8% | -11.4% | 0.018% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 7,740 | $462K | 0.0% | +16.5% | 0.005% | |
| 4/17/2025 | Lynch & Associates IN | 5,271 | $315K | 0.1% | +7.1% | 0.003% | |
| 4/17/2025 | RS Crum Inc. | 41,072 | $2.45M | 0.7% | -7.1% | 0.027% | |
| 4/17/2025 | Signature Wealth Management Group | 5,691 | $340K | 0.1% | -8.7% | 0.004% | |
| 4/17/2025 | Claris Advisors LLC MO | 117,454 | $7.02M | 2.6% | +11.9% | 0.076% | |
| 4/17/2025 | Mason & Associates Inc | 44,646 | $2.67M | 0.7% | +2.8% | 0.029% | |
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| 4/17/2025 | Adero Partners LLC | 788,381 | $47.11M | 3.1% | +5.0% | 0.512% | |
| 4/17/2025 | Sowell Financial Services LLC | 9,700 | $580K | 0.0% | -8.7% | 0.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 21,951 | $1.31M | 0.0% | -12.0% | 0.014% | |
| 4/17/2025 | M.E. Allison & CO. Inc. | 5,670 | $339K | 0.3% | +7.6% | 0.004% | |
| 4/17/2025 | Mission Wealth Management LP | 233,759 | $13.97M | 0.3% | -6.0% | 0.152% | |
| 4/17/2025 | GEM Asset Management LLC | 114,087 | $6.85M | 3.8% | +4.3% | 0.074% | |
| 4/17/2025 | 1900 Wealth Management LLC | 134,671 | $8.05M | 0.7% | +2.7% | 0.087% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 5,120 | $306K | 0.0% | -9.1% | 0.003% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 253,867 | $15.17M | 0.5% | +1.5% | 0.165% | |
| 4/16/2025 | CRA Financial Services LLC | 10,087 | $603K | 0.1% | +36.8% | 0.007% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 389,417 | $23.27M | 0.0% | -16.3% | 0.253% | |
| 4/16/2025 | Powers Advisory Group LLC | 19,633 | $1.17M | 0.6% | +23.9% | 0.013% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 19,387 | $1.16M | 0.7% | -4.4% | 0.013% | |
| 4/16/2025 | Schoolcraft Capital LLC | 48,709 | $2.91M | 0.6% | +4.5% | 0.032% | |
| 4/16/2025 | Dodds Wealth LLC | 13,002 | $777K | 0.3% | +8.2% | 0.008% | |
| 4/15/2025 | FMB Wealth Management | 67,207 | $4.02M | 2.2% | -2.5% | 0.044% | |
| 4/15/2025 | Total Wealth Planning LLC | 12,503 | $747K | 0.1% | -4.0% | 0.008% | |
| 4/15/2025 | Two West Capital Advisors LLC | 4,423 | $244K | 0.2% | +13.9% | 0.003% | |
| 4/15/2025 | Zhang Financial LLC | 91,820 | $5.49M | 0.3% | -2.6% | 0.060% | |
| 4/15/2025 | Baker Ellis Asset Management LLC | 4,671 | $279K | 0.0% | N/A | 0.003% | |
| 4/15/2025 | Trinity Financial Advisors LLC | 165,751 | $9.90M | 2.0% | +5.4% | 0.108% | |
| 4/15/2025 | Bannerman Wealth Management Group LLC | 168,621 | $10.08M | 8.2% | +5.9% | 0.109% | |
| 4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 5,200 | $290K | 0.1% | N/A | 0.003% | |
| 4/15/2025 | CX Institutional | 89,891 | $5.37M | 0.2% | +4.8% | 0.058% | |
| 4/15/2025 | Integrated Advisors Network LLC | 25,984 | $1.55M | 0.1% | -9.6% | 0.017% | |
| 4/15/2025 | Sanibel Captiva Trust Company Inc. | 35,831 | $2.14M | 0.1% | +109.3% | 0.023% | |
| 4/15/2025 | Simplicity Wealth LLC | 10,125 | $605K | 0.0% | N/A | 0.007% | |
| 4/15/2025 | First National Bank Sioux Falls | 130,788 | $7.82M | 3.2% | +15.8% | 0.085% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 37,353 | $2.23M | 0.1% | +189.2% | 0.024% | |
| 4/14/2025 | Farther Finance Advisors LLC | 259,313 | $15.56M | 0.4% | +31.5% | 0.168% | |
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| 4/14/2025 | Great Waters Wealth Management | 854,067 | $51.03M | 7.1% | -4.4% | 0.554% | |
| 4/14/2025 | Capital Investment Advisors LLC | 9,636 | $576K | 0.0% | +6.8% | 0.006% | |
| 4/14/2025 | Tilia Fiduciary Partners Inc. | 3,643 | $218K | 0.1% | +12.0% | 0.002% | |
| 4/14/2025 | Pillar Financial Advisors LLC | 269,046 | $16.08M | 12.0% | +5.2% | 0.175% | |
| 4/14/2025 | Disciplined Equity Management Inc. | 282,096 | $16.86M | 11.7% | +0.6% | 0.183% | |
| 4/14/2025 | Park Avenue Securities LLC | 128,381 | $7.67M | 0.1% | +17.3% | 0.083% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 3,556 | $212K | 0.0% | N/A | 0.002% | |
| 4/14/2025 | Rockwood Wealth Management LLC | 9,331 | $558K | 0.1% | +93.7% | 0.006% | |
| 4/14/2025 | Gemmer Asset Management LLC | 122,619 | $7.33M | 0.7% | -11.0% | 0.080% | |
| 4/11/2025 | Strategent Financial LLC | 41,884 | $2.50M | 2.3% | +20.5% | 0.027% | |
| 4/11/2025 | McNamara Financial Services Inc. | 5,547 | $331K | 0.1% | N/A | 0.004% | |
| 4/11/2025 | Foster Group Inc. | 402,886 | $24.07M | 0.9% | -4.2% | 0.261% | |
| 4/10/2025 | Cypress Wealth Services LLC | 31,061 | $1.86M | 0.4% | -12.2% | 0.020% | |
| 4/10/2025 | Naples Global Advisors LLC | 17,216 | $1.03M | 0.1% | +1.3% | 0.011% | |
| 4/10/2025 | Cathy Pareto & Associates Inc. | 16,242 | $970K | 0.9% | -4.4% | 0.011% | |
| 4/10/2025 | Apella Capital LLC | 60,680 | $3.46M | 0.1% | -6.6% | 0.039% | |
| 4/10/2025 | DBK Financial Counsel LLC | 55,712 | $3.33M | 3.3% | +3.9% | 0.036% | |
| 4/10/2025 | CGN Advisors LLC | 130,798 | $7.82M | 0.8% | +26.5% | 0.085% | |
| 4/9/2025 | Kwmg LLC | 446,411 | $26.67M | 2.7% | +3.8% | 0.290% | |
| 4/9/2025 | RFG Advisory LLC | 47,606 | $2.84M | 0.1% | -4.2% | 0.031% | |
| 4/9/2025 | McLean Asset Management Corp | 289,440 | $17.29M | 5.1% | +2.3% | 0.188% | |
| 4/9/2025 | Merit Financial Group LLC | 11,773 | $703K | 0.0% | +130.3% | 0.008% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 21,582 | $1.29M | 0.6% | +3.2% | 0.014% | |
| 4/9/2025 | Pioneer Wealth Management Group | 120,126 | $7.18M | 3.1% | N/A | 0.078% | |
| 4/9/2025 | Flagstar Advisors Inc. | 8,052 | $481K | 0.1% | +21.5% | 0.005% | |
| 4/9/2025 | Divergent Planning LLC | 471,570 | $28.71M | 9.5% | +3.5% | 0.306% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 18,647 | $1.11M | 0.5% | +11.0% | 0.012% | |
| 4/9/2025 | NBC Securities Inc. | 913 | $54K | 0.0% | N/A | 0.001% | |
| 4/9/2025 | West Financial Advisors LLC | 232,842 | $13.91M | 2.6% | +4.0% | 0.151% | |
| 4/9/2025 | 180 Wealth Advisors LLC | 31,606 | $1.89M | 0.3% | +31.6% | 0.021% | |
| 4/8/2025 | New Hampshire Trust | 316,031 | $18.88M | 4.3% | +6.1% | 0.205% | |
| 4/8/2025 | Shearwater Capital LLC | 23,576 | $1.41M | 1.0% | -1.6% | 0.015% | |
| 4/8/2025 | IFG Advisors LLC | 12,077 | $722K | 0.1% | -6.4% | 0.008% | |
| 4/8/2025 | Advisory Alpha LLC | 8,622 | $515K | 0.0% | -94.6% | 0.006% | |
| 4/7/2025 | First County Bank CT | 12,172 | $727K | 0.4% | N/A | 0.008% | |
| 4/7/2025 | AdvisorNet Financial Inc | 261,389 | $15.62M | 1.2% | +5.3% | 0.170% | |
| 4/4/2025 | Webster Bank N. A. | 90,187 | $5.39M | 0.6% | +59.4% | 0.059% | |
| 4/4/2025 | Moody National Bank Trust Division | 39,884 | $2.38M | 0.2% | +74.6% | 0.026% | |
| 4/3/2025 | Hiley Hunt Wealth Management | 62,268 | $3.74M | 2.0% | +9.5% | 0.041% | |
| 4/3/2025 | Collective Family Office LLC | 38,204 | $2.28M | 0.6% | -12.2% | 0.025% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 1,158,703 | $69.23M | 2.0% | +5.8% | 0.762% | |
| 3/27/2025 | Milestone Asset Management Group LLC | 4,956 | $323K | 0.3% | N/A | 0.003% | |
| 3/24/2025 | Avant Financial Advisors LLC | 4,704 | $306K | 0.3% | N/A | 0.003% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 465,151 | $30.27M | 0.1% | +9.9% | 0.309% | |
| 3/12/2025 | Centaurus Financial Inc. | 12,656 | $824K | 0.1% | +2.3% | 0.008% | |
| 3/10/2025 | SpringVest Wealth Management LLC | 18,517 | $1.21M | 1.0% | N/A | 0.012% | |
| 3/7/2025 | Aegis Wealth Management LLC | 115,674 | $7.53M | 5.1% | N/A | 0.077% | |
| 3/7/2025 | Bannerman Wealth Management Group LLC | 159,254 | $10.36M | 8.6% | N/A | 0.106% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 118,601 | $7.72M | 2.6% | N/A | 0.079% | |
| 3/6/2025 | AG Asset Advisory LLC | 26,455 | $1.72M | 1.7% | N/A | 0.018% | |
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| 3/5/2025 | Financial Insights Inc. | 16,559 | $1.08M | 0.4% | -5.9% | 0.011% | |
| 3/3/2025 | American Investment Services Inc. | 173,019 | $11.26M | 2.0% | -0.5% | 0.115% | |
| 2/27/2025 | KMT Wealth Management LLC | 95,461 | $6.21M | 5.0% | N/A | 0.073% | |
| 2/27/2025 | XY Planning Network Inc. | 3,819 | $249K | 0.2% | N/A | 0.003% | |
| 2/26/2025 | Discipline Wealth Solutions LLC | 67,592 | $4.40M | 2.0% | +13.2% | 0.052% | |
| 2/26/2025 | Ballentine Capital Advisors Inc | 112,646 | $7.33M | 3.8% | -0.2% | 0.087% | |
| 2/25/2025 | Integrated Advisors Network LLC | 28,757 | $1.87M | 0.1% | +0.6% | 0.022% | |
| 2/25/2025 | Chokshi & Queen Wealth Advisors Inc | 11,488 | $748K | 0.5% | N/A | 0.009% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 664,847 | $43.27M | 1.0% | +589.4% | 0.511% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 102,434 | $6.67M | 3.4% | N/A | 0.079% | |
