| 8/19/2025 | Asset Dedication LLC | 81,257 | $3.19M | 0.2% | -3.6% | 0.211% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 29,542 | $1.16M | 0.7% | +4.3% | 0.077% | |
| 8/15/2025 | Corient Private Wealth LLC | 151,056 | $5.93M | 0.0% | -21.3% | 0.392% | |
| 8/15/2025 | MML Investors Services LLC | 54,328 | $2.13M | 0.0% | N/A | 0.141% | |
| 8/15/2025 | Freedom Financial Partners LLC | 17,833 | $700K | 0.3% | +22.0% | 0.046% | |
| 8/15/2025 | Balanced Rock Investment Advisors LLC | 23,297 | $914K | 0.7% | +10.4% | 0.061% | |
| 8/14/2025 | Vista Capital Partners Inc. | 45,256 | $1.78M | 0.2% | N/A | 0.118% | |
| 8/14/2025 | Raymond James Financial Inc. | 17,726 | $696K | 0.0% | -86.6% | 0.046% | |
| 8/14/2025 | Betterment LLC | 162,302 | $6.37M | 0.0% | +48.7% | 0.422% | |
| 8/14/2025 | NewEdge Advisors LLC | 61,378 | $2.41M | 0.0% | -5.3% | 0.159% | |
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| 8/14/2025 | Qube Research & Technologies Ltd | 1,581 | $62K | 0.0% | N/A | 0.004% | |
| 8/13/2025 | United Wealth Management LLC | 52,000 | $2.04M | 0.6% | +1.7% | 0.135% | |
| 8/13/2025 | Brown Advisory Inc. | 8,374 | $329K | 0.0% | N/A | 0.022% | |
| 8/13/2025 | Parkworth Wealth Management Inc. | 3,255 | $128K | 0.1% | +48.0% | 0.008% | |
| 8/13/2025 | Momentous Wealth Management Inc. | 168,099 | $6.60M | 4.3% | +12.5% | 0.437% | |
| 8/12/2025 | Quadcap Wealth Management LLC | 7,148 | $281K | 0.0% | N/A | 0.019% | |
| 8/12/2025 | JPMorgan Chase & Co. | 6,767 | $266K | 0.0% | +5.1% | 0.018% | |
| 8/12/2025 | BWM Planning LLC | 5,477 | $215K | 0.1% | N/A | 0.014% | |
| 8/11/2025 | Morling Financial Advisors LLC | 40,239 | $1.58M | 0.5% | +4.0% | 0.105% | |
| 8/11/2025 | Wealthspire Advisors LLC | 27,950 | $1.10M | 0.0% | -8.7% | 0.073% | |
| 8/11/2025 | Rockbridge Investment Management LCC | 67,784 | $2.66M | 0.3% | -11.7% | 0.178% | |
| 8/8/2025 | Creative Planning | 16,537 | $649K | 0.0% | +1.8% | 0.043% | |
| 8/8/2025 | Truepoint Inc. | 92,208 | $3.62M | 0.1% | +14.7% | 0.242% | |
| 8/8/2025 | RAM Investment Partners LLC | 121,006 | $4.75M | 1.0% | +26.4% | 0.317% | |
| 8/8/2025 | Glassman Wealth Services | 11,379 | $447K | 0.1% | +55.0% | 0.030% | |
| 8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 26,961 | $1.06M | 0.2% | -3.4% | 0.071% | |
| 8/7/2025 | Nwam LLC | 203,827 | $8M | 0.7% | -4.2% | 0.534% | |
| 8/7/2025 | Retirement Solution LLC | 5,443,674 | $213.66M | 54.6% | +0.3% | 14.269% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 34,385 | $1.35M | 0.2% | +1.2% | 0.090% | |
| 8/7/2025 | Allworth Financial LP | 2,906 | $114K | 0.0% | -46.7% | 0.008% | |
| 8/7/2025 | Addison Advisors LLC | 84,148 | $3.30M | 0.8% | +7.1% | 0.221% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 6,671 | $262K | 0.1% | N/A | 0.017% | |
| 8/6/2025 | True Wealth Design LLC | 12,909 | $507K | 0.2% | +85.4% | 0.034% | |
| 8/6/2025 | Longview Financial Advisors LLC | 47,760 | $1.88M | 1.2% | -15.8% | 0.125% | |
| 8/6/2025 | North Capital Inc. | 2,656 | $104K | 0.1% | -33.3% | 0.007% | |
| 8/6/2025 | Savant Capital LLC | 41,262 | $1.62M | 0.0% | +7.4% | 0.108% | |
| 8/6/2025 | Modera Wealth Management LLC | 39,362 | $1.55M | 0.0% | -0.8% | 0.103% | |
| 8/6/2025 | SNS Financial Group LLC | 7,199 | $283K | 0.0% | +14.5% | 0.019% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 19,646 | $795K | 0.1% | -6.9% | 0.051% | |
| 8/5/2025 | Astra Wealth Partners LLC | 7,715 | $303K | 0.2% | N/A | 0.020% | |
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| 8/4/2025 | Hicks Capital Management LLC | 18,410 | $723K | 1.1% | -3.9% | 0.048% | |
| 8/1/2025 | Equita Financial Network Inc. | 78,949 | $3.10M | 1.2% | +56.2% | 0.207% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 3,217 | $126K | 0.0% | -14.1% | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 34,298 | $1.35M | 0.0% | +150.1% | 0.090% | |
| 7/31/2025 | Orion Capital Management LLC | 22,790 | $895K | 0.3% | +2.1% | 0.060% | |
| 7/31/2025 | Brighton Jones LLC | 195,108 | $7.66M | 0.2% | +40.8% | 0.511% | |
| 7/31/2025 | Aspen Capital Management LLC | 111,007 | $4.36M | 1.2% | +69.5% | 0.291% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 372,538 | $14.62M | 0.2% | -4.6% | 0.977% | |
| 7/31/2025 | Curio Wealth LLC | 4,688 | $184K | 0.1% | +117,100.0% | 0.012% | |
| 7/31/2025 | Warburton Capital Management LLC | 9,559 | $386K | 0.2% | +8.7% | 0.025% | |
| 7/31/2025 | Planning Center Inc. | 207,386 | $8.14M | 0.9% | +6.0% | 0.544% | |
| 7/30/2025 | EnRich Financial Partners LLC | 33,453 | $1.31M | 0.4% | -9.7% | 0.088% | |
| 7/30/2025 | Forum Financial Management LP | 416,004 | $16.33M | 0.2% | +5.0% | 1.090% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 23,320 | $915K | 0.1% | -3.1% | 0.061% | |
| 7/30/2025 | D.A. Davidson & CO. | 51,498 | $2.02M | 0.0% | +12.8% | 0.135% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 25,903 | $1.02M | 0.5% | +4.6% | 0.068% | |
| 7/30/2025 | Towneley Capital Management Inc DE | 8,298 | $326K | 0.1% | +11.6% | 0.022% | |
| 7/29/2025 | Monument Group Wealth Advisors LLC | 29,545 | $1.16M | 0.7% | +1.5% | 0.077% | |
| 7/29/2025 | Flagstone Financial Management | 28,675 | $1.13M | 0.3% | +86.7% | 0.075% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 11,627 | $456K | 0.2% | +3.3% | 0.030% | |
| 7/25/2025 | Wealth Architects LLC | 200,646 | $7.88M | 0.8% | +41.9% | 0.526% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 79,479 | $3.12M | 0.0% | +19.6% | 0.208% | |
| 7/25/2025 | Acorn Creek Capital LLC | 6,039 | $237K | 0.1% | -12.2% | 0.016% | |
| 7/24/2025 | Financial Connections Group Inc. | 45,577 | $1.79M | 0.7% | +151.3% | 0.119% | |
| 7/24/2025 | Grand Wealth Management LLC | 7,162 | $281K | 0.1% | +173.6% | 0.019% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 39,577 | $1.55M | 0.8% | +9.4% | 0.104% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 194,238 | $7.62M | 4.4% | +11.6% | 0.509% | |
| 7/23/2025 | Morton Capital Management LLC CA | 7,293 | $286K | 0.1% | N/A | 0.019% | |
| 7/23/2025 | HTG Investment Advisors Inc. | 5,775 | $227K | 0.1% | N/A | 0.015% | |
| 7/22/2025 | AWM Capital LLC | 2,259,010 | $88.67M | 9.3% | -26.0% | 5.921% | |
| 7/22/2025 | Gemmer Asset Management LLC | 5,868 | $230K | 0.0% | N/A | 0.015% | |
| 7/22/2025 | Hill Island Financial LLC | 23,168 | $909K | 0.3% | -5.4% | 0.061% | |
| 7/22/2025 | Clarius Group LLC | 11,591 | $455K | 0.0% | -12.6% | 0.030% | |
| 7/18/2025 | Tanager Wealth Management LLP | 27,921 | $1.10M | 0.1% | +8.3% | 0.072% | |
| 7/18/2025 | Pure Financial Advisors LLC | 266,092 | $10.44M | 0.2% | +76.6% | 0.688% | |
| 7/18/2025 | Heritage Financial Services LLC | 339,438 | $13.32M | 1.3% | +7.5% | 0.877% | |
| 7/18/2025 | Citrine Capital LLC | 1,083,004 | $42.51M | 22.6% | +9.0% | 2.798% | |
| 7/18/2025 | PBMares Wealth Management LLC | 5,732 | $225K | 0.0% | N/A | 0.015% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 52,428 | $2.06M | 0.2% | +2.6% | 0.138% | |
| 7/17/2025 | Elser Financial Planning Inc | 206,613 | $8.16M | 0.5% | N/A | 0.542% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 33,826 | $1.33M | 0.6% | +11.8% | 0.089% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 318,781 | $12.51M | 1.1% | -7.1% | 0.837% | |
| 7/17/2025 | XY Planning Network Inc. | 27,907 | $1.10M | 0.4% | +260.8% | 0.073% | |
| 7/16/2025 | Jentner Corp | 52,231 | $2.05M | 0.5% | +5.8% | 0.137% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 96,191 | $3.78M | 1.1% | -41.4% | 0.252% | |
| 7/16/2025 | Five Oceans Advisors | 116,060 | $4.56M | 1.9% | +40.5% | 0.305% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 80,014 | $3.14M | 0.2% | +55.7% | 0.210% | |
| 7/16/2025 | Blue Oak Capital LLC | 149,230 | $5.86M | 3.1% | -29.7% | 0.392% | |
| 7/16/2025 | Perigon Wealth Management LLC | 7,517 | $295K | 0.0% | N/A | 0.020% | |
| 7/15/2025 | Level Financial Advisors | 61,734 | $2.42M | 0.8% | +6.4% | 0.162% | |
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| 7/15/2025 | Maseco LLP | 1,837,409 | $72.24M | 2.7% | N/A | 4.823% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 204,423 | $8.02M | 1.3% | +7.2% | 0.537% | |
| 7/15/2025 | Family Wealth Partners LLC | 8,522 | $334K | 0.1% | +9.7% | 0.022% | |
| 7/15/2025 | Cordant Inc. | 21,851 | $858K | 0.4% | +11.7% | 0.057% | |
| 7/14/2025 | AdvisorNet Financial Inc | 31,741 | $1.25M | 0.1% | +61.2% | 0.083% | |
| 7/14/2025 | BetterWealth LLC | 59,857 | $2.35M | 0.6% | +0.5% | 0.157% | |
| 7/14/2025 | Foster Group Inc. | 13,907 | $546K | 0.0% | +4.5% | 0.037% | |
| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 7,313 | $287K | 0.0% | N/A | 0.019% | |
| 7/14/2025 | Northland Capital Management LLC | 122,529 | $4.81M | 3.0% | +8.6% | 0.322% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 1,234,428 | $48.45M | 7.4% | +27.0% | 3.240% | |
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