| 8/15/2025 | Monograph Wealth Advisors LLC | 136,427 | $5.70M | 0.7% | +5.0% | 0.606% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 7,933 | $332K | 0.0% | -59.1% | 0.035% | |
| 8/15/2025 | EP Wealth Advisors LLC | 4,428 | $185K | 0.0% | -5.6% | 0.020% | |
| 8/15/2025 | Balanced Rock Investment Advisors LLC | 51,707 | $2.16M | 1.7% | N/A | 0.230% | |
| 8/14/2025 | Jane Street Group LLC | 21,008 | $878K | 0.0% | +138.8% | 0.093% | |
| 8/14/2025 | Betterment LLC | 7,972 | $333K | 0.0% | -6.9% | 0.035% | |
| 8/14/2025 | NewEdge Advisors LLC | 895 | $37K | 0.0% | -97.2% | 0.004% | |
| 8/13/2025 | Plan Group Financial LLC | 98,375 | $4.11M | 1.4% | -28.1% | 0.437% | |
| 8/13/2025 | Grove Street Fiduciary LLC | 91,644 | $3.83M | 1.8% | -2.8% | 0.407% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 7,102 | $297K | 0.1% | N/A | 0.032% | |
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| 8/12/2025 | Burk Holdings LLC | 15,619 | $653K | 0.4% | N/A | 0.069% | |
| 8/12/2025 | CreativeOne Wealth LLC | 23,043 | $963K | 0.0% | +4.6% | 0.102% | |
| 8/12/2025 | Hill Investment Group Partners LLC | 798,105 | $33.37M | 4.3% | +1.1% | 3.547% | |
| 8/12/2025 | TCP Asset Management LLC | 37,197 | $1.56M | 0.3% | +8.5% | 0.165% | |
| 8/12/2025 | Nemes Rush Group LLC | 3,273 | $137K | 0.0% | +33.4% | 0.015% | |
| 8/8/2025 | Tortoise Investment Management LLC | 26,908 | $1.13M | 0.1% | +28.8% | 0.120% | |
| 8/8/2025 | Pinney & Scofield Inc. | 400,303 | $16.74M | 11.3% | -0.2% | 1.789% | |
| 8/8/2025 | Altiora Financial Group LLC | 81,946 | $3.43M | 0.7% | +0.5% | 0.366% | |
| 8/8/2025 | SageOak Financial LLC | 5,436 | $227K | 0.2% | -43.9% | 0.024% | |
| 8/8/2025 | Austin Wealth Management LLC | 261,287 | $10.90M | 1.9% | +8.2% | 1.168% | |
| 8/7/2025 | Nwam LLC | 40,917 | $1.71M | 0.1% | +3.2% | 0.183% | |
| 8/7/2025 | Samalin Investment Counsel LLC | 29,250 | $1.22M | 0.5% | -15.0% | 0.131% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 19,798 | $828K | 0.0% | +146.8% | 0.088% | |
| 8/6/2025 | Savant Capital LLC | 7,523 | $315K | 0.0% | N/A | 0.034% | |
| 8/6/2025 | Geometric Wealth Advisors | 498,824 | $20.86M | 3.1% | +0.2% | 2.229% | |
| 8/6/2025 | Entrewealth LLC | 61,488 | $2.57M | 1.8% | +27.9% | 0.275% | |
| 8/4/2025 | Saxony Capital Management LLC | 41,633 | $1.74M | 1.3% | -21.6% | 0.186% | |
| 8/4/2025 | Assetmark Inc. | 73,475 | $3.07M | 0.0% | N/A | 0.328% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 84,242 | $3.52M | 0.0% | +354.0% | 0.377% | |
| 7/31/2025 | Heirloom Wealth Management | 983,348 | $41.11M | 10.9% | -4.1% | 4.395% | |
| 7/31/2025 | Core Wealth Management Inc. | 222,731 | $9.31M | 3.3% | +6.4% | 0.995% | |
| 7/31/2025 | City State Bank | 6,250 | $261K | 0.1% | +150.0% | 0.028% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 31,111 | $1.30M | 0.0% | +8.2% | 0.139% | |
| 7/31/2025 | Curio Wealth LLC | 17,610 | $736K | 0.3% | +31,346.4% | 0.079% | |
| 7/31/2025 | Planning Center Inc. | 868,594 | $36.32M | 4.0% | +2.2% | 3.882% | |
| 7/30/2025 | Forum Financial Management LP | 83,158 | $3.48M | 0.1% | -3.1% | 0.372% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 43,643 | $1.83M | 0.1% | -6.7% | 0.195% | |
| 7/30/2025 | Klingman & Associates LLC | 31,534 | $1.32M | 0.1% | -4.0% | 0.141% | |
| 7/30/2025 | Drive Wealth Management LLC | 6,351 | $266K | 0.1% | -24.9% | 0.028% | |
| 7/29/2025 | Two West Capital Advisors LLC | 6,491 | $271K | 0.2% | -7.0% | 0.029% | |
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| 7/29/2025 | Stratos Investment Management LLC | 349,242 | $14.60M | 0.7% | +6.8% | 1.561% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 132,599 | $5.54M | 1.8% | +6.1% | 0.593% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,692 | $405K | 0.0% | N/A | 0.043% | |
| 7/25/2025 | Concord Wealth Partners | 3,595 | $150K | 0.0% | +202.1% | 0.016% | |
| 7/25/2025 | Hemington Wealth Management | 765,886 | $32.02M | 4.6% | +6.5% | 3.423% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 8,243 | $345K | 0.0% | +52.8% | 0.037% | |
| 7/22/2025 | AWM Capital LLC | 78,517 | $3.28M | 0.3% | +1.3% | 0.351% | |
| 7/22/2025 | David Wealth Management LLC | 152,228 | $6.37M | 4.7% | +6.4% | 0.680% | |
| 7/22/2025 | Yardley Wealth Management LLC | 250,286 | $10.46M | 5.7% | +3.7% | 1.119% | |
| 7/21/2025 | Onyx Financial Advisors LLC | 38,116 | $1.59M | 0.8% | +49.1% | 0.170% | |
| 7/18/2025 | Meritas Wealth Management LLC | 4,788 | $200K | 0.1% | N/A | 0.021% | |
| 7/18/2025 | PBMares Wealth Management LLC | 30,290 | $1.27M | 0.2% | -2.1% | 0.135% | |
| 7/18/2025 | FMB Wealth Management | 29,242 | $1.22M | 0.6% | -2.1% | 0.131% | |
| 7/18/2025 | BCU Wealth Advisors LLC | 96,949 | $4.05M | 1.8% | +16.7% | 0.433% | |
| 7/17/2025 | Northwest Wealth Management LLC | 16,991 | $710K | 0.1% | +1.8% | 0.076% | |
| 7/17/2025 | Global Trust Asset Management LLC | 2,900 | $121K | 0.1% | +2,800.0% | 0.013% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 48,010 | $2.01M | 0.9% | +6.3% | 0.215% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 35,279 | $1.48M | 0.1% | -1.9% | 0.158% | |
| 7/17/2025 | XY Planning Network Inc. | 19,416 | $812K | 0.3% | +8.5% | 0.087% | |
| 7/17/2025 | Blossom Wealth Management | 7,753 | $324K | 0.6% | +12.6% | 0.035% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 20,023 | $837K | 0.6% | -49.3% | 0.090% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 31,286 | $1.31M | 0.8% | +15.1% | 0.140% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 5,710 | $239K | 0.1% | +602.3% | 0.026% | |
| 7/16/2025 | Five Oceans Advisors | 254,918 | $10.66M | 4.5% | +3.5% | 1.141% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 382,545 | $15.99M | 4.4% | +7.1% | 1.712% | |
| 7/15/2025 | Level Financial Advisors | 199,579 | $8.34M | 2.6% | +6.6% | 0.893% | |
| 7/15/2025 | Total Wealth Planning LLC | 21,509 | $899K | 0.1% | -27.3% | 0.096% | |
| 7/15/2025 | Vestment Financial LLC | 130,432 | $5.45M | 3.5% | +5.6% | 0.584% | |
| 7/15/2025 | Maseco LLP | 1,866 | $78K | 0.0% | N/A | 0.008% | |
| 7/15/2025 | Fortitude Family Office LLC | 243,967 | $10.20M | 3.3% | +67.1% | 1.092% | |
| 7/14/2025 | KFG Wealth Management LLC | 194,955 | $8.15M | 1.3% | +2.4% | 0.873% | |
| 7/14/2025 | Park Avenue Securities LLC | 68,750 | $2.87M | 0.0% | N/A | 0.308% | |
| 7/14/2025 | Shearwater Capital LLC | 39,773 | $1.66M | 1.0% | +1.0% | 0.178% | |
| 7/11/2025 | Scratch Capital LLC | 234,900 | $9.82M | 8.0% | +25.0% | 1.055% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 350,435 | $14.65M | 6.8% | -0.3% | 1.573% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,107 | $130K | 0.0% | N/A | 0.014% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,059 | $1.25M | 0.0% | -2.4% | 0.135% | |
| 7/9/2025 | Krilogy Financial LLC | 104,458 | $4.37M | 0.3% | +1.6% | 0.469% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 290,171 | $12.13M | 2.0% | +2.2% | 1.303% | |
| 7/9/2025 | HFG Wealth Management LLC | 10,920 | $460K | 0.3% | +2.3% | 0.049% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 64,038 | $2.68M | 0.9% | +15.1% | 0.288% | |
| 7/8/2025 | Apella Capital LLC | 167,513 | $6.98M | 0.2% | +0.9% | 0.755% | |
| 7/3/2025 | CPA Asset Management LLC | 432,044 | $18.06M | 7.6% | +2.3% | 1.961% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 118,619 | $5.00M | 0.0% | +60.6% | 0.539% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 45,172 | $1.90M | 0.9% | N/A | 0.214% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,302 | $181K | 0.0% | N/A | 0.020% | |
| 5/19/2025 | Jane Street Group LLC | 8,796 | $370K | 0.0% | N/A | 0.042% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 118,619 | $5.00M | 0.0% | +60.6% | 0.561% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,877 | $121K | 0.0% | N/A | 0.014% | |
| 5/16/2025 | NewEdge Advisors LLC | 31,474 | $1.33M | 0.0% | +14.2% | 0.149% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 4,692 | $198K | 0.0% | +7.6% | 0.022% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 28,763 | $1.21M | 0.0% | +28.4% | 0.136% | |
| 5/15/2025 | Royal Bank of Canada | 15,742 | $663K | 0.0% | +8.5% | 0.074% | |
| 5/15/2025 | Betterment LLC | 8,565 | $361K | 0.0% | +19.9% | 0.040% | |
| 5/15/2025 | Tortoise Investment Management LLC | 20,888 | $880K | 0.1% | +12.0% | 0.099% | |
| 5/14/2025 | CreativeOne Wealth LLC | 22,020 | $927K | 0.0% | +24.6% | 0.104% | |
| 5/14/2025 | Entrewealth LLC | 48,074 | $2.02M | 1.6% | +33.1% | 0.227% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 789,684 | $33.25M | 4.6% | -1.0% | 3.734% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 5,393 | $227K | 0.0% | N/A | 0.025% | |
| 5/14/2025 | Flow Traders U.S. LLC | 66,440 | $2.80M | 0.1% | -37.1% | 0.314% | |
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