| 8/8/2025 | Kingsview Wealth Management LLC | 497,538 | $23.38M | 0.4% | -8.3% | 3.317% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 28,927 | $1.36M | 0.6% | +8.7% | 0.193% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 111,783 | $5.25M | 0.0% | +10.7% | 0.745% | |
| 8/8/2025 | Cetera Investment Advisers | 400,966 | $18.85M | 0.0% | +4.8% | 2.673% | |
| 8/7/2025 | Sound View Wealth Advisors Group LLC | 30,370 | $1.43M | 0.1% | -1.1% | 0.202% | |
| 8/6/2025 | AE Wealth Management LLC | 2,150 | $101K | 0.0% | -96.7% | 0.014% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 11,994 | $564K | 0.1% | +7.4% | 0.080% | |
| 8/5/2025 | Milestone Asset Management LLC | 48,599 | $2.28M | 0.5% | -1.5% | 0.324% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 10,330 | $486K | 0.0% | +24.9% | 0.069% | |
| 8/4/2025 | IFG Advisory LLC | 59,285 | $2.79M | 0.1% | +0.7% | 0.395% | |
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| 8/4/2025 | Atria Investments Inc | 19,333 | $909K | 0.0% | -1.9% | 0.129% | |
| 8/1/2025 | GGM Financials LLC | 504,153 | $23.70M | 4.7% | +3.6% | 3.361% | |
| 8/1/2025 | GWN Securities Inc. | 107,795 | $5.07M | 0.9% | +11.2% | 0.719% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,048,774 | $49.29M | 0.0% | -1.8% | 6.992% | |
| 7/30/2025 | Strategic Blueprint LLC | 18,436 | $866K | 0.0% | +45.6% | 0.123% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 6,020 | $283K | 0.3% | -4.3% | 0.040% | |
| 7/30/2025 | LifeWealth Investments LLC | 227,813 | $10.71M | 3.5% | +27.7% | 1.519% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 10,247 | $482K | 0.1% | N/A | 0.068% | |
| 7/30/2025 | Brookstone Capital Management | 132,342 | $6.22M | 0.1% | +6.0% | 0.882% | |
| 7/30/2025 | Triton Financial Group Inc | 6,853 | $322K | 0.2% | N/A | 0.046% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 142,715 | $6.71M | 0.1% | +46.2% | 0.951% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 59,156 | $2.78M | 0.0% | +100.2% | 0.394% | |
| 7/28/2025 | Mutual Advisors LLC | 199,053 | $9.50M | 0.2% | +2.3% | 1.327% | |
| 7/28/2025 | Harbour Investments Inc. | 164,210 | $7.72M | 0.2% | +1.1% | 1.095% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 33,868 | $1.59M | 0.0% | +197.2% | 0.226% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 53,914 | $2.53M | 0.1% | -11.7% | 0.359% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 26,702 | $1.26M | 0.5% | +3,503.5% | 0.178% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 12,599 | $592K | 0.0% | N/A | 0.084% | |
| 7/24/2025 | IFP Advisors Inc | 6,788 | $319K | 0.0% | +15.5% | 0.045% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 12,104 | $569K | 0.4% | N/A | 0.081% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 371,690 | $17.47M | 5.1% | -5.6% | 2.478% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 36,574 | $1.72M | 0.6% | -0.7% | 0.244% | |
| 7/22/2025 | Merit Financial Group LLC | 71,361 | $3.35M | 0.0% | +12.7% | 0.476% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 13,832 | $650K | 0.2% | N/A | 0.092% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 40,409 | $1.90M | 0.0% | +94.8% | 0.269% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,005 | $47K | 0.0% | N/A | 0.007% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 6,799 | $320K | 0.1% | -7.1% | 0.045% | |
| 7/21/2025 | Seros Financial LLC | 74,894 | $3.52M | 2.2% | +1.4% | 0.499% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 29,300 | $1.38M | 0.2% | +6.4% | 0.195% | |
| 7/18/2025 | Truist Financial Corp | 10,228 | $481K | 0.0% | +6.7% | 0.068% | |
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| 7/17/2025 | Applied Capital LLC | 5,225 | $246K | 0.1% | -42.1% | 0.035% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 36,352 | $1.71M | 1.1% | -2.9% | 0.242% | |
| 7/16/2025 | Southern Capital Advisors LLC | 12,675 | $596K | 0.3% | -9.9% | 0.085% | |
| 7/14/2025 | AdvisorNet Financial Inc | 9,837 | $462K | 0.0% | -11.2% | 0.066% | |
| 7/14/2025 | Buska Wealth Management LLC | 231,838 | $10.90M | 3.0% | +114.0% | 1.546% | |
| 7/14/2025 | KFG Wealth Management LLC | 422,151 | $19.84M | 3.2% | +3.8% | 2.814% | |
| 7/14/2025 | Southland Equity Partners LLC | 52,378 | $2.46M | 0.5% | -0.6% | 0.349% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 50,275 | $2.38M | 0.0% | +5.9% | 0.335% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 6,742 | $317K | 0.0% | N/A | 0.045% | |
| 7/10/2025 | Focus Financial Network Inc. | 53,810 | $2.53M | 0.1% | -10.5% | 0.359% | |
| 7/10/2025 | Sovran Advisors LLC | 20,919 | $985K | 0.1% | -77.5% | 0.139% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 40,821 | $1.92M | 0.3% | +6.7% | 0.272% | |
| 7/9/2025 | Channel Wealth LLC | 42,954 | $2.02M | 0.6% | -55.4% | 0.286% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,025 | $48K | 0.0% | N/A | 0.007% | |
| 7/3/2025 | City Center Advisors LLC | 18,884 | $888K | 1.0% | -13.9% | 0.126% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 760 | $34K | 0.0% | -82.8% | 0.006% | |
| 5/19/2025 | Jane Street Group LLC | 21,811 | $962K | 0.0% | N/A | 0.165% | |
| 5/19/2025 | SageView Advisory Group LLC | 121,150 | $5.34M | 0.2% | -30.0% | 0.914% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,966 | $439K | 0.0% | +9.6% | 0.075% | |
| 5/15/2025 | JDM Financial Group LLC | 40,719 | $1.80M | 0.9% | +0.8% | 0.310% | |
| 5/14/2025 | CreativeOne Wealth LLC | 62,044 | $2.74M | 0.1% | +18.7% | 0.472% | |
| 5/14/2025 | Kestra Advisory Services LLC | 45,643 | $2.01M | 0.0% | +7.1% | 0.347% | |
| 5/14/2025 | OFC Financial Planning LLC | 22,104 | $975K | 1.1% | -1.9% | 0.168% | |
| 5/14/2025 | Andina Capital Management LLC | 40,835 | $1.80M | 1.3% | +2.2% | 0.311% | |
| 5/13/2025 | Raymond James Financial Inc. | 248,230 | $10.94M | 0.0% | -18.3% | 1.888% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 97,643 | $4.31M | 0.1% | -20.8% | 0.743% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 50,019 | $2.21M | 2.9% | +16.8% | 0.380% | |
| 5/13/2025 | HighTower Advisors LLC | 147,841 | $6.52M | 0.0% | +17.2% | 1.124% | |
| 5/12/2025 | Townsquare Capital LLC | 90,501 | $3.99M | 0.0% | +17.4% | 0.688% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 61,033 | $2.69M | 0.0% | +34.5% | 0.464% | |
| 5/8/2025 | Harbour Investments Inc. | 162,476 | $7.16M | 0.2% | +12.8% | 1.236% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 30,708 | $1.35M | 0.1% | -5.5% | 0.234% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 26,623 | $1.17M | 0.5% | +133.1% | 0.202% | |
| 5/7/2025 | LPL Financial LLC | 858,985 | $37.87M | 0.0% | +39.2% | 6.532% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 5,712 | $252K | 0.0% | +8.8% | 0.043% | |
| 5/7/2025 | Trilogy Capital Inc. | 62,230 | $2.74M | 0.1% | N/A | 0.473% | |
| 5/6/2025 | Cetera Investment Advisers | 382,582 | $16.87M | 0.0% | +15.2% | 2.909% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 100,933 | $4.45M | 0.0% | +16.3% | 0.768% | |
| 5/6/2025 | Arlington Capital Management Inc. | 8,989 | $396K | 0.3% | -48.7% | 0.068% | |
| 5/6/2025 | AE Wealth Management LLC | 66,004 | $2.91M | 0.0% | +16,567.7% | 0.502% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 741 | $33K | 0.0% | -97.0% | 0.006% | |
| 5/5/2025 | IFP Advisors Inc | 5,879 | $259K | 0.0% | +18.8% | 0.045% | |
| 5/5/2025 | Private Advisor Group LLC | 25,821 | $1.14M | 0.0% | -25.3% | 0.196% | |
| 5/2/2025 | Acas LLC | 29,391 | $1.30M | 1.0% | -2.5% | 0.224% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 542,393 | $23.91M | 0.5% | -66.7% | 4.125% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 38,263 | $1.69M | 0.3% | +13.9% | 0.291% | |
| 5/2/2025 | Sigma Planning Corp | 6,957 | $307K | 0.0% | -51.0% | 0.053% | |
| 5/1/2025 | Diversify Wealth Management LLC | 29,703 | $1.30M | 0.1% | +4.8% | 0.226% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 37,447 | $1.65M | 1.2% | -2.4% | 0.285% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 11,396 | $502K | 0.0% | N/A | 0.087% | |
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| 4/30/2025 | Stratos Wealth Partners LTD. | 29,546 | $1.30M | 0.0% | N/A | 0.225% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,068,512 | $47.11M | 0.0% | +3.9% | 8.126% | |
| 4/29/2025 | Bank of New York Mellon Corp | 13,391 | $590K | 0.0% | N/A | 0.102% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,939 | $262K | 0.0% | -4.6% | 0.045% | |
| 4/29/2025 | Brookstone Capital Management | 124,874 | $5.51M | 0.1% | -8.2% | 0.950% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 9,750 | $430K | 0.1% | N/A | 0.074% | |
| 4/28/2025 | Mutual Advisors LLC | 194,672 | $8.51M | 0.2% | +5.9% | 1.480% | |
| 4/28/2025 | Weaver Consulting Group | 15,206 | $670K | 0.2% | N/A | 0.116% | |
| 4/25/2025 | Sovran Advisors LLC | 92,853 | $3.96M | 0.5% | -24.6% | 0.706% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,110 | $49K | 0.0% | +100.0% | 0.008% | |
