| 8/1/2025 | JDH Wealth Management LLC | 7,511 | $356K | 0.3% | -48.3% | 0.022% | |
| 8/1/2025 | SwitchPoint Financial Planning LLC | 34,125 | $1.62M | 1.3% | -10.9% | 0.102% | |
| 8/1/2025 | Anson Capital Inc. | 7,935 | $376K | 0.3% | +38.4% | 0.024% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 6,141 | $291K | 0.1% | -3.7% | 0.018% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 94,608 | $4.49M | 0.0% | -19.4% | 0.283% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 216,429 | $10.27M | 0.7% | -8.3% | 0.647% | |
| 7/31/2025 | Core Wealth Management Inc. | 110,149 | $5.22M | 1.8% | -6.5% | 0.329% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 694,395 | $32.94M | 0.4% | -9.6% | 2.076% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 8,840 | $419K | 0.2% | +3.5% | 0.026% | |
| 7/31/2025 | LJI Wealth Management LLC | 9,043 | $429K | 0.1% | +2.4% | 0.027% | |
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| 7/31/2025 | Warburton Capital Management LLC | 22,204 | $1.05M | 0.6% | +131.1% | 0.066% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 14,671 | $696K | 0.0% | -4.1% | 0.044% | |
| 7/30/2025 | Family Capital Management Inc. | 31,047 | $1.47M | 0.8% | +2.2% | 0.093% | |
| 7/30/2025 | Phillips Financial Management LLC | 21,347 | $1.01M | 0.1% | -41.9% | 0.064% | |
| 7/30/2025 | Blume Capital Management Inc. | 22,685 | $1.08M | 0.2% | -16.5% | 0.068% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 23,903 | $1.13M | 0.1% | +4.8% | 0.071% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 35,995 | $1.71M | 0.8% | -29.7% | 0.108% | |
| 7/29/2025 | Aspiriant LLC | 347,452 | $16.48M | 0.5% | +4,541.4% | 1.039% | |
| 7/28/2025 | RCS Financial Planning LLC | 8,455 | $401K | 0.2% | +7.0% | 0.025% | |
| 7/28/2025 | Verisail Partners LLC | 44,840 | $2.13M | 0.9% | +2.5% | 0.134% | |
| 7/25/2025 | Concord Asset Management LLC VA | 27,861 | $1.32M | 0.2% | N/A | 0.083% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 781,593 | $37.07M | 0.3% | +5.0% | 2.337% | |
| 7/25/2025 | Landmark Wealth Management LLC | 39,142 | $1.86M | 0.8% | -23.3% | 0.117% | |
| 7/25/2025 | PrairieView Partners LLC | 66,227 | $3.14M | 0.3% | -8.4% | 0.198% | |
| 7/25/2025 | One Degree Advisors Inc | 22,814 | $1.08M | 0.4% | +1.9% | 0.068% | |
| 7/24/2025 | IFP Advisors Inc | 10,631 | $504K | 0.0% | +1,214.1% | 0.032% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 38,427 | $1.82M | 1.1% | +6.3% | 0.115% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 41,463 | $1.97M | 0.1% | -46.5% | 0.124% | |
| 7/23/2025 | Wheelhouse Advisory Group LLC | 119,012 | $5.65M | 2.9% | +24.4% | 0.356% | |
| 7/23/2025 | Asset Planning Corporation | 217,686 | $10.33M | 5.5% | -20.2% | 0.651% | |
| 7/22/2025 | AWM Capital LLC | 472,297 | $22.40M | 2.4% | +37.4% | 1.412% | |
| 7/22/2025 | David Wealth Management LLC | 172,600 | $8.19M | 6.1% | -0.3% | 0.516% | |
| 7/22/2025 | Yardley Wealth Management LLC | 280,206 | $13.29M | 7.3% | -5.7% | 0.838% | |
| 7/22/2025 | MBL Wealth LLC | 667,113 | $31.64M | 3.0% | -3.9% | 1.994% | |
| 7/22/2025 | Vested Financial Planning LLC | 185,768 | $8.81M | 7.8% | +1.6% | 0.555% | |
| 7/21/2025 | Life Planning Partners Inc | 7,871 | $373K | 0.3% | +51.4% | 0.024% | |
| 7/21/2025 | Keb Asset Management LLC | 9,168 | $435K | 0.1% | +41.8% | 0.027% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 4,421 | $210K | 0.1% | -10.6% | 0.013% | |
| 7/21/2025 | Verus Financial Partners Inc. | 94,002 | $4.46M | 0.5% | +10.9% | 0.281% | |
| 7/21/2025 | 25 LLC | 58,120 | $2.76M | 1.0% | +48.1% | 0.174% | |
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| 7/21/2025 | West Financial Advisors LLC | 187,521 | $8.89M | 1.5% | +2.1% | 0.561% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 51,377 | $2.44M | 0.3% | +24.2% | 0.154% | |
| 7/18/2025 | Pure Financial Advisors LLC | 38,351 | $1.82M | 0.0% | +99.0% | 0.115% | |
| 7/18/2025 | BCO Wealth Management LLC | 73,321 | $3.48M | 2.5% | +8.3% | 0.219% | |
| 7/18/2025 | Forza Wealth Management LLC | 90,000 | $4.27M | 1.8% | N/A | 0.269% | |
| 7/18/2025 | PBMares Wealth Management LLC | 509,241 | $24.15M | 4.4% | +4.1% | 1.522% | |
| 7/18/2025 | Liberty Capital Management Inc. | 44,468 | $2.11M | 0.4% | -2.6% | 0.133% | |
| 7/18/2025 | Truist Financial Corp | 50,665 | $2.40M | 0.0% | +0.5% | 0.151% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 70,628 | $3.35M | 0.4% | -1.0% | 0.211% | |
| 7/17/2025 | Mattern Wealth Management LLC | 553,864 | $26.27M | 5.5% | +75.6% | 1.656% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 119,085 | $5.65M | 2.5% | +53.9% | 0.356% | |
| 7/17/2025 | Northwest Wealth Management LLC | 21,251 | $1.01M | 0.2% | -17.5% | 0.064% | |
| 7/17/2025 | HB Wealth Management LLC | 66,155 | $3.14M | 0.0% | +187.7% | 0.198% | |
| 7/17/2025 | Claris Advisors LLC MO | 10,288 | $488K | 0.2% | +16.2% | 0.031% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 75,876 | $3.60M | 1.7% | +8.7% | 0.227% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 156,384 | $7.42M | 3.5% | +57.8% | 0.468% | |
| 7/17/2025 | Sterling Wealth Advisors Inc | 18,086 | $858K | 0.6% | +3.2% | 0.054% | |
| 7/17/2025 | XY Planning Network Inc. | 17,674 | $838K | 0.3% | +74.5% | 0.053% | |
| 7/17/2025 | CogentBlue Wealth Advisors LLC | 22,765 | $1.08M | 0.8% | -28.2% | 0.068% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 23,448 | $1.11M | 0.7% | +3,762.9% | 0.070% | |
| 7/16/2025 | Meredith Wealth Planning | 7,775 | $369K | 0.1% | +19.8% | 0.023% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 115,657 | $5.49M | 3.6% | -4.7% | 0.346% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 10,909 | $517K | 0.2% | -62.0% | 0.033% | |
| 7/16/2025 | Plancorp LLC | 164,192 | $7.79M | 0.3% | +158.6% | 0.491% | |
| 7/16/2025 | Tassel Capital Management Inc. | 60,980 | $2.89M | 2.2% | +1.2% | 0.182% | |
| 7/15/2025 | Level Financial Advisors | 5,775 | $274K | 0.1% | N/A | 0.017% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 39,624 | $1.88M | 0.5% | +316.5% | 0.118% | |
| 7/15/2025 | Mather Group LLC. | 36,938 | $1.75M | 0.0% | -26.3% | 0.110% | |
| 7/15/2025 | Vestment Financial LLC | 227,907 | $10.81M | 6.9% | +11.4% | 0.681% | |
| 7/15/2025 | Evanson Asset Management LLC | 81,687 | $3.87M | 0.2% | -3.7% | 0.244% | |
| 7/15/2025 | Hartmann Taylor Wealth Management LLC | 37,250 | $1.77M | 1.5% | -27.6% | 0.111% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 21,011 | $997K | 0.6% | +21.9% | 0.063% | |
| 7/15/2025 | Kwmg LLC | 7,710 | $366K | 0.0% | N/A | 0.023% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 156,680 | $7.43M | 1.4% | +291.4% | 0.469% | |
| 7/14/2025 | Foster Group Inc. | 1,503,402 | $71.31M | 2.4% | +36.1% | 4.501% | |
| 7/14/2025 | Friday Financial | 13,728 | $651K | 0.3% | -3.0% | 0.041% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 126,773 | $6.01M | 2.4% | -30.7% | 0.380% | |
| 7/14/2025 | Park Avenue Securities LLC | 42,496 | $2.02M | 0.0% | +5.5% | 0.127% | |
| 7/14/2025 | Shearwater Capital LLC | 40,051 | $1.90M | 1.2% | +2.8% | 0.120% | |
| 7/11/2025 | Scratch Capital LLC | 19,795 | $939K | 0.8% | -19.3% | 0.060% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 23,538 | $1.12M | 0.5% | -7.8% | 0.071% | |
| 7/10/2025 | White Wing Wealth Management | 22,638 | $1.07M | 0.7% | +2.5% | 0.068% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 27,357 | $1.30M | 0.4% | +29.1% | 0.082% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 383,826 | $18.22M | 0.0% | -8.6% | 1.154% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 259,734 | $12.33M | 5.5% | N/A | 0.781% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 6,252 | $297K | 0.1% | +19.3% | 0.019% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 246,063 | $11.67M | 1.4% | -2.0% | 0.740% | |
| 7/9/2025 | GEM Asset Management LLC | 67,054 | $3.18M | 1.6% | -6.7% | 0.202% | |
| 7/8/2025 | Apella Capital LLC | 611,392 | $29.02M | 0.8% | -5.0% | 1.844% | |
| 7/7/2025 | Kings Path Partners LLC | 10,007 | $475K | 0.2% | +122.3% | 0.030% | |
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| 7/3/2025 | CPA Asset Management LLC | 17,764 | $843K | 0.4% | -41.8% | 0.054% | |
| 7/3/2025 | Collective Family Office LLC | 139,105 | $6.60M | 1.7% | -9.9% | 0.422% | |
| 7/2/2025 | Helen Stephens Group LLC | 69,632 | $3.30M | 0.8% | +51.3% | 0.211% | |
| 7/1/2025 | Confluence Investment Management LLC | 167,895 | $7.96M | 0.1% | -3.1% | 0.509% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 99,081 | $4.71M | 2.3% | N/A | 0.307% | |
| 5/27/2025 | Jacobi Capital Management LLC | 10,478 | $498K | 0.0% | N/A | 0.032% | |
| 5/21/2025 | MBL Wealth LLC | 693,911 | $33.01M | 3.3% | -0.4% | 2.148% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,223 | $58K | 0.0% | +292.0% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 2,001,930 | $95.23M | 0.2% | +3.8% | 6.198% | |
| 5/19/2025 | Jane Street Group LLC | 44,323 | $2.11M | 0.0% | +32.5% | 0.137% | |
