| 8/5/2025 | Mission Wealth Management LP | 49,838 | $3.87M | 0.1% | +23.4% | 0.124% | |
| 8/4/2025 | Elite Life Management LLC | 45,173 | $3.51M | 9.0% | +1.2% | 0.112% | |
| 8/4/2025 | Atria Investments Inc | 11,544 | $896K | 0.0% | -48.4% | 0.029% | |
| 8/4/2025 | Savvy Advisors Inc. | 23,265 | $1.81M | 0.1% | N/A | 0.058% | |
| 8/4/2025 | Assetmark Inc. | 1,115,767 | $86.56M | 0.2% | +743.4% | 2.766% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 8,213,718 | $637.22M | 17.2% | +3.2% | 20.361% | |
| 8/1/2025 | Zhang Financial LLC | 3,778 | $293K | 0.0% | +36.3% | 0.009% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 2,718 | $211K | 0.0% | N/A | 0.007% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 493,456 | $38.28M | 0.0% | +5.5% | 1.223% | |
| 7/31/2025 | Topsail Wealth Management LLC | 14,964 | $1.16M | 0.2% | +405.7% | 0.037% | |
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| 7/31/2025 | Conservest Capital Advisors Inc. | 16,869 | $1.31M | 0.1% | N/A | 0.042% | |
| 7/31/2025 | Schoolcraft Capital LLC | 373,229 | $28.96M | 5.9% | -7.5% | 0.925% | |
| 7/30/2025 | Cornerstone Advisory LLC | 5,766 | $447K | 0.0% | +3.7% | 0.014% | |
| 7/30/2025 | Retirement Planning Group LLC | 34,684 | $2.69M | 0.1% | -10.6% | 0.086% | |
| 7/30/2025 | Mid American Wealth Advisory Group Inc. | 394 | $31K | 0.0% | N/A | 0.001% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 387,849 | $30.09M | 13.8% | +22.6% | 0.961% | |
| 7/30/2025 | Bogart Wealth LLC | 48,882 | $3.79M | 0.2% | +19.1% | 0.121% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 828,445 | $64.27M | 1.4% | +70.9% | 2.054% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 107,504 | $8.28M | 0.2% | +970.3% | 0.266% | |
| 7/29/2025 | Swmg LLC | 3,825 | $294K | 0.1% | -68.7% | 0.009% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 6,257 | $485K | 0.0% | N/A | 0.016% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 121,433 | $9.42M | 3.8% | +53.5% | 0.301% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 24,260 | $1.88M | 0.0% | -31.8% | 0.060% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 278,667 | $21.62M | 1.6% | +0.5% | 0.691% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,701 | $520K | 0.0% | -43.6% | 0.017% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 48,562 | $3.77M | 0.0% | -10.5% | 0.120% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 337 | $26K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Quantum Financial Planning Services Inc. | 342,796 | $26.59M | 12.5% | +364.0% | 0.850% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 5,299 | $411K | 0.0% | N/A | 0.013% | |
| 7/25/2025 | BCR Wealth Strategies LLC | 254,508 | $19.74M | 7.6% | +64.4% | 0.631% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 1,044 | $81K | 0.0% | N/A | 0.003% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 48,054 | $3.73M | 0.3% | +165.2% | 0.119% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 88,855 | $6.89M | 2.4% | -50.1% | 0.220% | |
| 7/24/2025 | Grand Wealth Management LLC | 54,315 | $4.21M | 2.2% | +0.6% | 0.135% | |
| 7/23/2025 | L.K. Benson & Company P.C. | 7,595 | $589K | 0.4% | +36.4% | 0.019% | |
| 7/23/2025 | AMI Investment Management Inc. | 173,405 | $13.45M | 3.5% | N/A | 0.430% | |
| 7/23/2025 | Lansing Street Advisors | 90,738 | $7.04M | 2.1% | +10.3% | 0.225% | |
| 7/23/2025 | Penney Financial LLC | 73,828 | $5.73M | 2.9% | N/A | 0.183% | |
| 7/22/2025 | Olistico Wealth LLC | 2,005 | $156K | 0.1% | +18.4% | 0.005% | |
| 7/22/2025 | Tandem Investment Partners LLC | 77,289 | $6.00M | 5.2% | +6.8% | 0.192% | |
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| 7/22/2025 | Gutierrez Wealth Advisory LLC | 112,717 | $8.75M | 5.9% | +0.2% | 0.279% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 16,328 | $1.25M | 0.3% | N/A | 0.040% | |
| 7/21/2025 | Trellis Wealth Advisors LLC | 11,598 | $900K | 0.4% | N/A | 0.029% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 781 | $61K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Mendota Financial Group LLC | 17,534 | $1.36M | 1.3% | +1,478.2% | 0.043% | |
| 7/18/2025 | Lynx Investment Advisory | 19,557 | $1.52M | 1.0% | +7.5% | 0.048% | |
| 7/18/2025 | Truist Financial Corp | 102,022 | $7.92M | 0.0% | -2.8% | 0.253% | |
| 7/17/2025 | Enclave Advisors LLC | 33,148 | $2.57M | 0.4% | +7.1% | 0.082% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 211,195 | $16.39M | 3.5% | -51.4% | 0.524% | |
| 7/17/2025 | Barry Investment Advisors LLC | 73,231 | $5.68M | 1.4% | +37.8% | 0.182% | |
| 7/16/2025 | Signaturefd LLC | 4,555,932 | $353.45M | 6.0% | +29.2% | 11.294% | |
| 7/16/2025 | Novem Group | 4,333 | $336K | 0.0% | N/A | 0.011% | |
| 7/15/2025 | Signal Tree Financial Partners LLC | 15,803 | $1.23M | 1.1% | N/A | 0.039% | |
| 7/15/2025 | Verum Partners LLC | 245,018 | $19.01M | 4.4% | -4.1% | 0.607% | |
| 7/15/2025 | Smith & Howard Wealth Management LLC | 872,703 | $67.70M | 17.1% | N/A | 2.163% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 250,309 | $19.42M | 3.1% | +52.1% | 0.620% | |
| 7/15/2025 | Hofer & Associates. Inc | 85,133 | $6.61M | 4.1% | N/A | 0.211% | |
| 7/15/2025 | CGN Advisors LLC | 177,842 | $13.80M | 1.2% | -16.9% | 0.441% | |
| 7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 83,641 | $6.49M | 1.3% | +8.3% | 0.207% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,305 | $101K | 0.0% | +194.6% | 0.003% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 6,333 | $491K | 0.1% | N/A | 0.016% | |
| 7/10/2025 | Compton Wealth Advisory Group LLC | 99,301 | $7.70M | 1.9% | +31.3% | 0.246% | |
| 7/9/2025 | Breakwater Investment Management | 82,930 | $6.43M | 2.5% | +475.4% | 0.206% | |
| 7/9/2025 | Keystone Wealth Services LLC | 5,093 | $395K | 0.1% | +43.4% | 0.013% | |
| 7/8/2025 | ShankerValleau Wealth Advisors Inc. | 156,621 | $12.15M | 3.5% | +3.6% | 0.388% | |
| 7/7/2025 | Kings Path Partners LLC | 59,200 | $4.59M | 1.8% | +116.2% | 0.147% | |
| 7/7/2025 | Retirement Wealth Solutions LLC | 2,523 | $196K | 0.1% | N/A | 0.006% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 67,682 | $5.25M | 2.6% | +10.2% | 0.168% | |
| 7/2/2025 | Dentgroup LLC | 3,536 | $274K | 0.2% | N/A | 0.011% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 12,203 | $947K | 0.1% | +13.1% | 0.038% | |
| 6/16/2025 | Lynx Investment Advisory | 18,197 | $1.41M | 0.9% | +128.9% | 0.056% | |
| 5/16/2025 | McIlrath & Eck LLC | 122,904 | $9.52M | 1.2% | +8.1% | 0.380% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 18,350 | $1.42M | 0.1% | N/A | 0.057% | |
| 5/16/2025 | NewEdge Advisors LLC | 28,102 | $2.18M | 0.0% | +12.7% | 0.087% | |
| 5/16/2025 | AQR Capital Management LLC | 3,300 | $256K | 0.0% | -7.1% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,054 | $236K | 0.0% | -17.8% | 0.009% | |
| 5/15/2025 | Royal Bank of Canada | 12,966 | $1.00M | 0.0% | +116.9% | 0.040% | |
| 5/15/2025 | TD Capital Management LLC | 2,553 | $198K | 0.0% | +30.2% | 0.008% | |
| 5/14/2025 | CreativeOne Wealth LLC | 59,848 | $4.63M | 0.1% | N/A | 0.185% | |
| 5/14/2025 | Flow Traders U.S. LLC | 9,650 | $747K | 0.0% | +187.5% | 0.030% | |
| 5/13/2025 | Ethos Financial Group LLC | 21,242 | $1.65M | 0.2% | N/A | 0.066% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 484,846 | $37.54M | 0.9% | +175.8% | 1.498% | |
| 5/13/2025 | Boston Family Office LLC | 30,143 | $2.33M | 0.2% | +36.0% | 0.093% | |
| 5/13/2025 | HighTower Advisors LLC | 169,781 | $13.15M | 0.0% | +59.5% | 0.525% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 79,103 | $6.11M | 2.8% | +151.8% | 0.244% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 797,155 | $61.72M | 0.1% | +4.8% | 2.463% | |
| 5/12/2025 | SouthState Corp | 136,869 | $10.60M | 0.5% | N/A | 0.423% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 10,044 | $771K | 0.0% | +17.7% | 0.031% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 37,263 | $2.89M | 0.1% | -13.6% | 0.115% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 11,890 | $921K | 0.0% | N/A | 0.037% | |
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| 5/9/2025 | BCR Wealth Strategies LLC | 154,792 | $11.99M | 5.3% | N/A | 0.478% | |
| 5/9/2025 | Tandem Investment Partners LLC | 72,363 | $5.60M | 5.5% | +2.2% | 0.224% | |
| 5/9/2025 | Quantum Financial Planning Services Inc. | 73,882 | $5.72M | 3.1% | +6.7% | 0.228% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 4,552 | $352K | 0.0% | N/A | 0.014% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 57,468 | $4.45M | 1.4% | +48.9% | 0.178% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 301,858 | $23.37M | 16.5% | +21.9% | 0.933% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 5,288 | $409K | 0.1% | +23.0% | 0.016% | |
| 5/8/2025 | Marshall Investment Management LLC | 3,983 | $308K | 0.2% | +253.7% | 0.012% | |
| 5/7/2025 | Magnolia Wealth Management LLC | 581,996 | $45.06M | 32.3% | -3.0% | 1.798% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 174,754 | $13.53M | 0.3% | +2.1% | 0.540% | |
