| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 38,736 | $1.52M | 0.7% | N/A | 0.102% | |
| 7/11/2025 | Wolfstich Capital LLC | 57,254 | $2.25M | 4.8% | -79.4% | 0.150% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 2,399,411 | $94.18M | 12.7% | +5.2% | 6.306% | |
| 7/11/2025 | Colorado Capital Management Inc. | 8,780 | $345K | 0.1% | +36.0% | 0.023% | |
| 7/11/2025 | Farther Finance Advisors LLC | 29,426 | $1.16M | 0.0% | -10.5% | 0.077% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 5,216 | $205K | 0.0% | N/A | 0.014% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 191,470 | $7.52M | 1.8% | +50.9% | 0.503% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 407,806 | $16.30M | 0.0% | -1.2% | 1.072% | |
| 7/10/2025 | Shira Ridge Wealth Management | 31,013 | $1.22M | 0.6% | -1.2% | 0.082% | |
| 7/9/2025 | Shore Point Advisors LLC | 10,404 | $408K | 0.2% | -9.0% | 0.027% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 24,692 | $969K | 0.3% | -22.6% | 0.065% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 145,904 | $5.73M | 2.3% | +2,698.3% | 0.385% | |
| 7/8/2025 | Apella Capital LLC | 217,472 | $8.62M | 0.2% | +9.5% | 0.574% | |
| 7/7/2025 | New Capital Management LP | 272,556 | $10.70M | 3.0% | -13.2% | 0.719% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 26,038 | $1.03M | 0.2% | +14.1% | 0.069% | |
| 6/6/2025 | Blue Oak Capital LLC | 212,370 | $7.61M | 4.2% | -12.8% | 0.578% | |
| 5/20/2025 | Focus Partners Wealth | 1,215,572 | $43.53M | 0.1% | +424.8% | 3.308% | |
| 5/19/2025 | Jane Street Group LLC | 26,506 | $949K | 0.0% | +9.2% | 0.072% | |
| 5/16/2025 | NewEdge Advisors LLC | 64,787 | $2.32M | 0.0% | -15.3% | 0.181% | |
| 5/16/2025 | Jentner Corp | 49,378 | $1.77M | 0.5% | +5.9% | 0.138% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,047 | $145K | 0.0% | N/A | 0.011% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 390,419 | $13.98M | 0.2% | +10.5% | 1.094% | |
| 5/15/2025 | Betterment LLC | 109,119 | $3.91M | 0.0% | +31.0% | 0.306% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 3,245 | $116K | 0.1% | N/A | 0.009% | |
| 5/14/2025 | Orion Capital Management LLC | 22,327 | $800K | 0.3% | -4.6% | 0.063% | |
| 5/14/2025 | Wolfstich Capital LLC | 1,668,358 | $59.74M | 3.0% | +500.8% | 4.673% | |
| 5/14/2025 | Heritage Financial Services LLC | 315,722 | $11.31M | 1.1% | +3.6% | 0.884% | |
| 5/13/2025 | RW Investment Management LLC | 36,367 | $1.30M | 0.2% | -29.2% | 0.102% | |
| 5/13/2025 | Raymond James Financial Inc. | 132,389 | $4.74M | 0.0% | N/A | 0.371% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 126,852 | $4.54M | 1.3% | +0.6% | 0.355% | |
| 5/13/2025 | Heck Capital Advisors LLC | 12,736 | $456K | 0.1% | N/A | 0.036% | |
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| 5/12/2025 | Robinson Smith Wealth Advisors LLC | 6,380 | $228K | 0.2% | N/A | 0.018% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 21,097 | $755K | 0.6% | +15.8% | 0.059% | |
| 5/12/2025 | Truepoint Inc. | 80,417 | $2.88M | 0.1% | +15.1% | 0.225% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 5,612 | $200K | 0.1% | -14.3% | 0.016% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 73,354 | $2.63M | 0.1% | -1.6% | 0.205% | |
| 5/9/2025 | Geometric Wealth Advisors | 10,802 | $387K | 0.1% | +7.0% | 0.030% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 7,221 | $259K | 0.0% | +21.1% | 0.020% | |
| 5/9/2025 | Financial Connections Group Inc. | 18,135 | $649K | 0.3% | +48.3% | 0.051% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 4,235 | $151K | 0.1% | -7.6% | 0.012% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 164,263 | $5.88M | 1.7% | -7.9% | 0.460% | |
