| 8/15/2025 | North Ridge Wealth Advisors Inc. | 11,204 | $426K | 0.3% | -10.6% | 0.102% | |
| 8/15/2025 | Corient Private Wealth LLC | 33,684 | $1.28M | 0.0% | -49.0% | 0.306% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 777 | $29K | 0.0% | +346.6% | 0.007% | |
| 8/15/2025 | Freedom Financial Partners LLC | 10,217 | $389K | 0.2% | +25.3% | 0.093% | |
| 8/15/2025 | EP Wealth Advisors LLC | 16,707 | $636K | 0.0% | -21.0% | 0.152% | |
| 8/15/2025 | Balanced Rock Investment Advisors LLC | 89,766 | $3.42M | 2.7% | +3.0% | 0.816% | |
| 8/14/2025 | Jane Street Group LLC | 187,337 | $7.13M | 0.0% | -6.8% | 1.703% | |
| 8/14/2025 | Betterment LLC | 16,083 | $612K | 0.0% | -22.7% | 0.146% | |
| 8/14/2025 | Cerity Partners LLC | 29,778 | $1.17M | 0.0% | N/A | 0.271% | |
| 8/13/2025 | United Wealth Management LLC | 5,411 | $206K | 0.1% | N/A | 0.049% | |
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| 8/13/2025 | Momentous Wealth Management Inc. | 21,636 | $823K | 0.5% | +7.9% | 0.197% | |
| 8/11/2025 | Rockbridge Investment Management LCC | 13,482 | $513K | 0.1% | -7.1% | 0.123% | |
| 8/8/2025 | Truepoint Inc. | 31,701 | $1.21M | 0.0% | -4.3% | 0.288% | |
| 8/8/2025 | RAM Investment Partners LLC | 66,500 | $2.53M | 0.5% | +17.4% | 0.605% | |
| 8/7/2025 | Nwam LLC | 19,553 | $744K | 0.1% | -15.2% | 0.178% | |
| 8/7/2025 | Retirement Solution LLC | 264,639 | $10.07M | 2.6% | +0.7% | 2.406% | |
| 8/7/2025 | Addison Advisors LLC | 21,443 | $816K | 0.2% | +3.4% | 0.195% | |
| 8/7/2025 | Midwest Trust Co | 6,253 | $238K | 0.0% | N/A | 0.057% | |
| 8/6/2025 | Longview Financial Advisors LLC | 31,932 | $1.22M | 0.8% | +6.0% | 0.290% | |
| 8/6/2025 | North Capital Inc. | 1,000 | $38K | 0.0% | -50.0% | 0.009% | |
| 8/6/2025 | Savant Capital LLC | 126,792 | $4.83M | 0.0% | +2.7% | 1.153% | |
| 8/1/2025 | Equita Financial Network Inc. | 12,747 | $485K | 0.2% | +93.9% | 0.116% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 5,422 | $206K | 0.0% | N/A | 0.049% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 1,224 | $47K | 0.0% | +28.2% | 0.011% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,315 | $240K | 0.0% | N/A | 0.057% | |
| 7/31/2025 | Orion Capital Management LLC | 2,315 | $88K | 0.0% | -12.0% | 0.021% | |
| 7/31/2025 | Schoolcraft Capital LLC | 148,343 | $5.65M | 1.2% | +154.6% | 1.349% | |
| 7/31/2025 | Brighton Jones LLC | 71,492 | $2.72M | 0.1% | +10.9% | 0.650% | |
| 7/31/2025 | Aspen Capital Management LLC | 18,254 | $695K | 0.2% | N/A | 0.166% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 46,573 | $1.77M | 0.0% | -2.6% | 0.423% | |
| 7/31/2025 | Curio Wealth LLC | 1,180 | $45K | 0.0% | +58,900.0% | 0.011% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 19,500 | $742K | 0.1% | -15.2% | 0.177% | |
| 7/31/2025 | Planning Center Inc. | 42,127 | $1.60M | 0.2% | +3.1% | 0.383% | |
| 7/30/2025 | EnRich Financial Partners LLC | 9,285 | $353K | 0.1% | -9.4% | 0.084% | |
| 7/30/2025 | Forum Financial Management LP | 396,139 | $15.08M | 0.2% | +0.1% | 3.601% | |
| 7/30/2025 | Parcion Private Wealth LLC | 10,097 | $384K | 0.0% | +19.5% | 0.092% | |
| 7/30/2025 | Blume Capital Management Inc. | 800 | $30K | 0.0% | +166.7% | 0.007% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 5,268 | $200K | 0.1% | N/A | 0.048% | |
| 7/30/2025 | Drive Wealth Management LLC | 57,274 | $2.18M | 0.5% | +2.0% | 0.521% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 12,892 | $491K | 0.1% | +6.2% | 0.117% | |
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| 7/29/2025 | Flagstone Financial Management | 8,359 | $318K | 0.1% | +11.0% | 0.076% | |
| 7/28/2025 | Harbour Investments Inc. | 9,453 | $360K | 0.0% | +5.4% | 0.086% | |
| 7/25/2025 | Wealth Architects LLC | 141,811 | $5.40M | 0.5% | +17.3% | 1.289% | |
| 7/25/2025 | RHS Financial LLC | 9,308 | $354K | 0.2% | -19.3% | 0.085% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 6,631 | $252K | 0.1% | +4.1% | 0.060% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 30,796 | $1.17M | 0.7% | +7.0% | 0.280% | |
| 7/22/2025 | AWM Capital LLC | 627,225 | $23.87M | 2.5% | -28.9% | 5.702% | |
| 7/22/2025 | Hill Island Financial LLC | 55,089 | $2.10M | 0.6% | N/A | 0.501% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 9,657 | $368K | 0.1% | -2.7% | 0.088% | |
| 7/18/2025 | Tanager Wealth Management LLP | 6,074 | $231K | 0.0% | N/A | 0.055% | |
| 7/18/2025 | Pure Financial Advisors LLC | 72,913 | $2.78M | 0.0% | +64.2% | 0.663% | |
| 7/18/2025 | Citrine Capital LLC | 305,892 | $11.64M | 6.2% | +1.1% | 2.781% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 4,884 | $186K | 0.1% | -54.0% | 0.044% | |
| 7/17/2025 | Elser Financial Planning Inc | 124,892 | $4.79M | 0.3% | N/A | 1.135% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 4,102 | $156K | 0.1% | +6.8% | 0.037% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 163,365 | $6.22M | 0.6% | -10.4% | 1.485% | |
| 7/16/2025 | Jentner Corp | 8,551 | $325K | 0.1% | +3.3% | 0.078% | |
| 7/16/2025 | Five Oceans Advisors | 351,894 | $13.39M | 5.7% | +5.9% | 3.199% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 46,837 | $1.78M | 0.1% | N/A | 0.426% | |
| 7/16/2025 | Perigon Wealth Management LLC | 43,944 | $1.67M | 0.0% | +2.2% | 0.399% | |
| 7/15/2025 | Level Financial Advisors | 7,996 | $304K | 0.1% | +8.4% | 0.073% | |
| 7/15/2025 | Maseco LLP | 548,175 | $20.86M | 0.8% | N/A | 4.983% | |
| 7/15/2025 | Cordant Inc. | 32,121 | $1.22M | 0.6% | -3.0% | 0.292% | |
| 7/14/2025 | AdvisorNet Financial Inc | 11,592 | $441K | 0.0% | +9.7% | 0.105% | |
| 7/14/2025 | Northland Capital Management LLC | 21,400 | $814K | 0.5% | +1.5% | 0.195% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 336,694 | $12.82M | 2.0% | -35.9% | 3.061% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 7,261 | $276K | 0.1% | N/A | 0.066% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 573,927 | $21.84M | 3.0% | -1.7% | 5.218% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,222 | $617K | 0.0% | +1.7% | 0.147% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 49,829 | $1.90M | 0.3% | +8.4% | 0.453% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 30,733 | $1.17M | 0.3% | +34.0% | 0.279% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 96,572 | $3.71M | 0.0% | -3.2% | 0.878% | |
| 7/8/2025 | Apella Capital LLC | 51,928 | $1.97M | 0.1% | +8.5% | 0.472% | |
| 7/7/2025 | New Capital Management LP | 74,936 | $2.85M | 0.8% | +8.2% | 0.681% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 8,849 | $337K | 0.1% | +7.0% | 0.081% | |
| 5/20/2025 | Focus Partners Wealth | 312,807 | $10.54M | 0.0% | +1,844.2% | 2.870% | |
| 5/19/2025 | Jane Street Group LLC | 201,069 | $6.77M | 0.0% | +539.4% | 1.845% | |
| 5/15/2025 | EP Wealth Advisors LLC | 21,139 | $712K | 0.0% | +9.0% | 0.194% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 47,794 | $1.61M | 0.0% | +25.7% | 0.438% | |
| 5/15/2025 | Betterment LLC | 20,819 | $701K | 0.0% | +18.2% | 0.191% | |
| 5/14/2025 | Heritage Financial Services LLC | 60,881 | $2.05M | 0.2% | -17.6% | 0.559% | |
| 5/13/2025 | RW Investment Management LLC | 27,429 | $924K | 0.1% | -10.5% | 0.252% | |
| 5/13/2025 | Francis Financial Inc. | 119,335 | $4.02M | 1.0% | -1.0% | 1.095% | |
| 5/13/2025 | Heck Capital Advisors LLC | 11,522 | $388K | 0.0% | N/A | 0.106% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 87,112 | $2.93M | 2.3% | +3.7% | 0.799% | |
| 5/12/2025 | Townsquare Capital LLC | 56,127 | $1.89M | 0.0% | -9.4% | 0.515% | |
| 5/12/2025 | Truepoint Inc. | 33,140 | $1.12M | 0.0% | +3.4% | 0.304% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 6,772 | $234K | 0.0% | +5.8% | 0.062% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 12,529 | $422K | 0.3% | -4.0% | 0.115% | |
| 5/9/2025 | Navigoe LLC | 34,734 | $1.17M | 1.0% | -3.5% | 0.319% | |
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| 5/8/2025 | Momentous Wealth Management Inc. | 20,055 | $675K | 0.5% | +16.8% | 0.184% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 525,544 | $17.70M | 2.7% | +1.0% | 4.822% | |
| 5/8/2025 | Modera Wealth Management LLC | 16,842 | $567K | 0.0% | -4.2% | 0.155% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 7,754 | $261K | 0.1% | N/A | 0.071% | |
| 5/7/2025 | AWM Capital LLC | 882,216 | $29.71M | 3.5% | +3.6% | 8.094% | |
| 5/7/2025 | Drive Wealth Management LLC | 56,127 | $1.89M | 0.4% | -6.9% | 0.515% | |
| 5/6/2025 | Grand Wealth Management LLC | 6,531 | $220K | 0.1% | -6.3% | 0.060% | |
| 5/6/2025 | Morling Financial Advisors LLC | 19,945 | $672K | 0.2% | +34.4% | 0.183% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 3,273 | $110K | 0.1% | +19.0% | 0.030% | |
| 5/5/2025 | Nwam LLC | 23,067 | $777K | 0.1% | +4.6% | 0.212% | |
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