| 8/5/2025 | Milestone Asset Management LLC | 85,322 | $3.11M | 0.7% | -3.6% | 0.756% | |
| 8/5/2025 | WorthPointe LLC | 7,533 | $275K | 0.1% | +10.6% | 0.067% | |
| 8/5/2025 | Sigma Planning Corp | 44,082 | $1.61M | 0.0% | N/A | 0.391% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 139,109 | $5.07M | 0.5% | +10.1% | 1.233% | |
| 8/4/2025 | Spire Wealth Management | 53,138 | $1.94M | 0.1% | -29.4% | 0.471% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 293,421 | $10.69M | 0.0% | +556.4% | 2.601% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 15,298 | $557K | 0.0% | N/A | 0.136% | |
| 7/30/2025 | Strategic Blueprint LLC | 36,526 | $1.33M | 0.1% | -0.9% | 0.324% | |
| 7/30/2025 | Brookstone Capital Management | 2,401,201 | $87.50M | 1.1% | +1.4% | 21.287% | |
| 7/30/2025 | IMG Wealth Management Inc. | 51,484 | $1.88M | 1.5% | +0.7% | 0.456% | |
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| 7/29/2025 | AssuredPartners Investment Advisors LLC | 25,311 | $922K | 0.2% | +29.5% | 0.224% | |
| 7/28/2025 | WealthPLAN Partners LLC | 81,742 | $2.98M | 0.5% | -36.9% | 0.725% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 305,957 | $11.15M | 0.8% | +23.0% | 2.712% | |
| 7/25/2025 | Kellett Wealth Advisors LLC | 67,229 | $2.45M | 1.6% | -20.9% | 0.596% | |
| 7/25/2025 | MGO One Seven LLC | 9,674 | $353K | 0.0% | +33.7% | 0.086% | |
| 7/24/2025 | Blue Trust Inc. | 10,950 | $399K | 0.0% | +87.3% | 0.097% | |
| 7/24/2025 | IFP Advisors Inc | 1,161 | $42K | 0.0% | -51.7% | 0.010% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 42,320 | $1.56M | 0.4% | -4.8% | 0.375% | |
| 7/22/2025 | Belpointe Asset Management LLC | 7,613 | $277K | 0.0% | +13.9% | 0.067% | |
| 7/22/2025 | MBL Wealth LLC | 48,422 | $1.76M | 0.2% | +30.9% | 0.429% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,556 | $57K | 0.0% | -92.1% | 0.014% | |
| 7/21/2025 | Catalina Capital Group LLC | 7,532 | $274K | 0.2% | N/A | 0.067% | |
| 7/18/2025 | Donald L. Hagan LLC | 53,719 | $1.96M | 1.0% | -1.4% | 0.476% | |
| 7/16/2025 | Old Port Advisors | 16,875 | $615K | 0.2% | N/A | 0.150% | |
| 7/16/2025 | Crown Wealth Group LLC | 26,177 | $954K | 0.4% | -10.3% | 0.232% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 25,530 | $930K | 0.1% | -3.1% | 0.226% | |
| 7/15/2025 | Accurate Wealth Management LLC | 6,824 | $250K | 0.0% | -6.7% | 0.061% | |
| 7/14/2025 | KFG Wealth Management LLC | 135,656 | $4.94M | 0.8% | +18.0% | 1.206% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 181,756 | $6.62M | 5.6% | N/A | 1.616% | |
| 7/10/2025 | Sovran Advisors LLC | 29,044 | $1.06M | 0.1% | -89.2% | 0.258% | |
| 7/9/2025 | Central Valley Advisors LLC | 78,327 | $2.85M | 1.0% | +74.6% | 0.696% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 188,438 | $6.46M | 1.1% | -15.1% | 1.675% | |
| 7/9/2025 | Triumph Capital Management | 119,278 | $4.35M | 1.3% | +13.7% | 1.060% | |
| 7/8/2025 | Advance Capital Management Inc. | 9,620 | $351K | 0.0% | N/A | 0.086% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 376,720 | $13.73M | 2.8% | N/A | 3.349% | |
| 7/1/2025 | Private Client Services LLC | 85,253 | $3.11M | 1.2% | -33.8% | 0.758% | |
| 5/21/2025 | MBL Wealth LLC | 36,982 | $1.27M | 0.1% | +281.3% | 0.317% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,685 | $229K | 0.0% | N/A | 0.057% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 12,170 | $417K | 0.0% | N/A | 0.104% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 49,568 | $1.70M | 0.1% | -3.7% | 0.425% | |
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| 5/16/2025 | Talon Private Wealth LLC | 951,315 | $32.64M | 4.4% | +247.9% | 8.166% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,555 | $602K | 0.0% | -60.8% | 0.151% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 63,674 | $2.18M | 0.6% | N/A | 0.547% | |
| 5/14/2025 | PKS Advisory Services LLC | 11,797 | $405K | 0.1% | -72.0% | 0.101% | |
| 5/14/2025 | Kestra Advisory Services LLC | 128,086 | $4.39M | 0.0% | +6.2% | 1.099% | |
| 5/13/2025 | Raymond James Financial Inc. | 385,043 | $13.21M | 0.0% | +1,357.7% | 3.305% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 40,965 | $1.41M | 0.9% | N/A | 0.352% | |
| 5/13/2025 | HighTower Advisors LLC | 68,228 | $2.34M | 0.0% | +181.7% | 0.586% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 126,369 | $4.34M | 0.3% | +15.1% | 1.085% | |
| 5/12/2025 | Maia Wealth LLC | 6,056 | $205K | 0.0% | -56.3% | 0.052% | |
| 5/12/2025 | Berger Financial Group Inc | 94,689 | $3.25M | 0.2% | +21.2% | 0.813% | |
| 5/12/2025 | Benjamin Edwards Inc. | 28,443 | $976K | 0.0% | N/A | 0.244% | |
| 5/12/2025 | WealthPLAN Partners LLC | 129,442 | $4.44M | 0.6% | N/A | 1.111% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 248,790 | $8.53M | 0.8% | N/A | 2.136% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 622,655 | $21.36M | 2.7% | N/A | 5.448% | |
| 5/9/2025 | Encompass More Asset Management | 164,273 | $5.64M | 1.7% | +0.8% | 1.437% | |
| 5/8/2025 | Harbour Investments Inc. | 12,359 | $424K | 0.0% | -3.7% | 0.108% | |
| 5/8/2025 | Arkadios Wealth Advisors | 10,082 | $346K | 0.0% | N/A | 0.088% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 15,955 | $547K | 0.0% | +150.6% | 0.140% | |
| 5/7/2025 | Avalon Capital Management | 88,007 | $3.02M | 0.9% | N/A | 0.770% | |
| 5/7/2025 | First Heartland Consultants Inc. | 14,508 | $498K | 0.1% | N/A | 0.127% | |
| 5/6/2025 | Cetera Investment Advisers | 44,406 | $1.52M | 0.0% | +20.6% | 0.389% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 14,646 | $502K | 0.0% | N/A | 0.128% | |
| 5/6/2025 | AE Wealth Management LLC | 18,875 | $647K | 0.0% | -25.7% | 0.165% | |
| 5/6/2025 | Summit Wealth Partners LLC | 5,987 | $205K | 0.0% | N/A | 0.052% | |
| 5/6/2025 | Triumph Capital Management | 104,938 | $3.60M | 1.2% | N/A | 0.918% | |
| 5/6/2025 | Summit Asset Management LLC | 11,585 | $397K | 0.1% | N/A | 0.101% | |
| 5/5/2025 | IFP Advisors Inc | 2,404 | $82K | 0.0% | +14.3% | 0.021% | |
| 5/5/2025 | Diversify Advisory Services LLC | 17,200 | $589K | 0.0% | N/A | 0.150% | |
| 4/30/2025 | Allworth Financial LP | 1,700 | $58K | 0.0% | N/A | 0.015% | |
| 4/30/2025 | Trek Financial LLC | 133,927 | $4.59M | 0.3% | +428.3% | 1.172% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 15,143 | $519K | 0.2% | +11.6% | 0.132% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 44,699 | $1.53M | 0.0% | +50.1% | 0.391% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,866 | $201K | 0.0% | N/A | 0.051% | |
| 4/29/2025 | Strategic Blueprint LLC | 36,858 | $1.26M | 0.1% | -2.4% | 0.322% | |
| 4/29/2025 | Brookstone Capital Management | 2,367,341 | $81.20M | 1.2% | +147.8% | 20.712% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 4,500 | $154K | 0.0% | N/A | 0.039% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 19,668 | $675K | 0.0% | -54.8% | 0.172% | |
| 4/25/2025 | Crown Wealth Group LLC | 29,177 | $1.00M | 0.5% | N/A | 0.255% | |
| 4/25/2025 | Sovran Advisors LLC | 268,941 | $9.01M | 1.2% | +4.8% | 2.353% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 84,958 | $2.91M | 2.0% | +54.9% | 0.743% | |
| 4/23/2025 | Spire Wealth Management | 75,309 | $2.58M | 0.1% | -6.5% | 0.659% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 7,857 | $269K | 0.0% | +17.5% | 0.069% | |
| 4/23/2025 | IMG Wealth Management Inc. | 51,122 | $1.75M | 1.6% | +401.2% | 0.447% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 19,552 | $671K | 0.1% | +121.6% | 0.171% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,591 | $638K | 0.0% | +37.2% | 0.163% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 56,917 | $1.89M | 2.0% | +6.2% | 0.498% | |
| 4/21/2025 | Blue Trust Inc. | 5,847 | $201K | 0.0% | N/A | 0.051% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,962 | $445K | 0.0% | +51.5% | 0.150% | |
| 4/16/2025 | Donald L. Hagan LLC | 54,469 | $1.87M | 1.0% | -48.8% | 0.631% | |
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| 4/15/2025 | Central Valley Advisors LLC | 44,868 | $1.54M | 0.6% | -4.2% | 0.520% | |
| 4/15/2025 | Accurate Wealth Management LLC | 7,311 | $245K | 0.0% | +8.6% | 0.085% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 18,526 | $618K | 0.1% | N/A | 0.215% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 221,966 | $7.61M | 1.4% | N/A | 2.572% | |
| 4/11/2025 | KFG Wealth Management LLC | 114,999 | $3.94M | 0.7% | +53.2% | 1.333% | |
| 4/10/2025 | Fermata Advisors LLC | 23,921 | $820K | 0.1% | -17.2% | 0.277% | |
| 4/10/2025 | SMI Advisory Services LLC | 5,123 | $169K | 0.0% | N/A | 0.059% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 1,458 | $50K | 0.0% | N/A | 0.017% | |
| 4/9/2025 | Milestone Asset Management LLC | 88,554 | $3.04M | 0.6% | -7.7% | 1.026% | |
| 4/9/2025 | Castle Rock Wealth Management LLC | 44,469 | $1.53M | 0.4% | -1.4% | 0.515% | |
