| 8/1/2025 | Zhang Financial LLC | 305,121 | $36.14M | 1.7% | +8.2% | 0.997% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 74,631 | $8.84M | 0.0% | +62.3% | 0.244% | |
| 7/31/2025 | GenTrust LLC | 35,370 | $4.19M | 0.2% | +842.9% | 0.116% | |
| 7/29/2025 | RPOA Advisors Inc. | 12,726,372 | $1.51B | 40.2% | -2.4% | 41.685% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 2,079 | $246K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Crux Wealth Advisors | 60,473 | $7.16M | 3.0% | +113.3% | 0.198% | |
| 7/29/2025 | Pinnacle Wealth Management LLC | 4,983 | $590K | 0.5% | -4.6% | 0.016% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 230,107 | $27.25M | 5.0% | +2,868.7% | 0.754% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 4,020 | $476K | 0.2% | -3.6% | 0.013% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 14,746 | $1.75M | 0.0% | -46.8% | 0.048% | |
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| 7/25/2025 | Atria Wealth Solutions Inc. | 11,060 | $1.33M | 0.0% | -16.1% | 0.036% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 1,840 | $218K | 0.0% | N/A | 0.006% | |
| 7/25/2025 | MGO One Seven LLC | 132,111 | $15.65M | 0.5% | -10.0% | 0.433% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 16,918 | $2.00M | 0.0% | +7.4% | 0.055% | |
| 7/24/2025 | Stiles Financial Services Inc | 27,469 | $3.25M | 1.1% | -22.6% | 0.090% | |
| 7/24/2025 | IFP Advisors Inc | 63,259 | $7.49M | 0.2% | +139.9% | 0.207% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 3,152 | $373K | 0.1% | N/A | 0.011% | |
| 7/22/2025 | Kickstand Ventures LLC. | 3,152 | $373K | 0.1% | -5.1% | 0.011% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 894 | $106K | 0.1% | N/A | 0.003% | |
| 7/21/2025 | Single Point Partners LLC | 9,037 | $1.07M | 0.2% | N/A | 0.031% | |
| 7/17/2025 | One Wealth Advisors LLC | 3,347 | $396K | 0.1% | +19.6% | 0.011% | |
| 7/17/2025 | Clear Point Advisors Inc. | 3,058 | $362K | 0.3% | +12.6% | 0.010% | |
| 7/17/2025 | David Kennon Inc | 18,779 | $2.22M | 0.8% | +3.0% | 0.064% | |
| 7/16/2025 | Wealth Group Ltd | 13,534 | $1.60M | 0.4% | N/A | 0.046% | |
| 7/15/2025 | Define Financial LLC | 1,703 | $202K | 0.1% | N/A | 0.006% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 852,649 | $100.98M | 17.0% | +2.0% | 2.893% | |
| 7/14/2025 | Park Avenue Securities LLC | 10,768 | $1.28M | 0.0% | N/A | 0.037% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,377 | $285K | 0.0% | -96.9% | 0.008% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 67,389 | $7.98M | 0.6% | +4.4% | 0.229% | |
| 7/3/2025 | Collective Family Office LLC | 11,657 | $1.38M | 0.4% | +8.0% | 0.048% | |
| 5/19/2025 | Jane Street Group LLC | 10,390 | $1.11M | 0.0% | N/A | 0.043% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,172,107 | $230.94M | 2.7% | +7.8% | 8.979% | |
| 5/15/2025 | Betterment LLC | 5,939 | $631K | 0.0% | +4.7% | 0.024% | |
| 5/15/2025 | JDM Financial Group LLC | 213,344 | $22.68M | 11.5% | +11.4% | 0.870% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 5,598 | $595K | 0.1% | +2.0% | 0.023% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 273,162 | $29.04M | 0.0% | +2.8% | 1.114% | |
| 5/14/2025 | Kestra Advisory Services LLC | 100,445 | $10.68M | 0.1% | +1.8% | 0.409% | |
| 5/14/2025 | Ameriprise Financial Inc. | 345,916 | $36.78M | 0.0% | +1,704.4% | 1.410% | |
| 5/14/2025 | Flow Traders U.S. LLC | 15,713 | $1.67M | 0.1% | N/A | 0.064% | |
| 5/14/2025 | GM Advisory Group LLC | 417,523 | $44.39M | 2.4% | +12.4% | 1.702% | |
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| 5/14/2025 | Pinnacle Wealth Management LLC | 5,226 | $556K | 0.6% | +2.7% | 0.021% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 41,171 | $4.38M | 0.0% | -49.1% | 0.168% | |
| 5/13/2025 | HighTower Advisors LLC | 3,546 | $377K | 0.0% | +12.6% | 0.014% | |
| 5/13/2025 | Trajan Wealth LLC | 2,718 | $289K | 0.0% | N/A | 0.011% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,184 | $1.40M | 0.0% | +0.8% | 0.054% | |
| 5/9/2025 | Wills Financial Group LLC | 2,007 | $213K | 0.1% | N/A | 0.008% | |
| 5/9/2025 | Kickstand Ventures LLC. | 3,323 | $353K | 0.1% | N/A | 0.014% | |
| 5/8/2025 | MGO One Seven LLC | 146,858 | $15.61M | 0.6% | +1.2% | 0.599% | |
| 5/8/2025 | Goodman Financial Corp | 3,749 | $399K | 0.1% | N/A | 0.015% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 7,751 | $824K | 0.2% | N/A | 0.032% | |
| 5/7/2025 | LPL Financial LLC | 334,482 | $35.56M | 0.0% | +125.9% | 1.364% | |
| 5/7/2025 | Wealth Forward LLC | 20,248 | $2.15M | 1.5% | +0.6% | 0.083% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 4,168 | $443K | 0.2% | N/A | 0.017% | |
| 5/6/2025 | Cetera Investment Advisers | 54,399 | $5.78M | 0.0% | +25.8% | 0.222% | |
| 5/6/2025 | One Wealth Advisors LLC | 2,798 | $297K | 0.0% | N/A | 0.011% | |
| 5/6/2025 | Retirement Income Solutions Inc | 7,460 | $793K | 0.2% | -2.6% | 0.030% | |
| 5/5/2025 | IFP Advisors Inc | 26,369 | $2.80M | 0.1% | -13.3% | 0.107% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 4,016 | $427K | 0.1% | N/A | 0.016% | |
| 4/30/2025 | M&T Bank Corp | 7,817 | $831K | 0.0% | N/A | 0.032% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 27,710 | $2.95M | 0.0% | +9.8% | 0.113% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 45,997 | $4.89M | 0.0% | +15.5% | 0.188% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 15,758 | $1.68M | 0.0% | -1.4% | 0.064% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,042,807 | $323.51M | 0.1% | -4.6% | 12.404% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 2,673 | $284K | 0.0% | -7.0% | 0.011% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 132,302 | $14.07M | 4.0% | +1.4% | 0.539% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 2,010 | $214K | 0.0% | N/A | 0.008% | |
| 4/23/2025 | GenTrust LLC | 3,751 | $399K | 0.0% | N/A | 0.015% | |
| 4/23/2025 | David Kennon Inc | 18,239 | $1.94M | 0.8% | +4.2% | 0.074% | |
| 4/22/2025 | Stiles Financial Services Inc | 35,510 | $3.78M | 1.4% | +17.0% | 0.119% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,014 | $214K | 0.0% | N/A | 0.007% | |
| 4/21/2025 | Clear Point Advisors Inc. | 2,717 | $289K | 0.3% | +11.7% | 0.009% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 7,912 | $841K | 0.1% | +28.7% | 0.027% | |
| 4/17/2025 | Sowell Financial Services LLC | 2,330 | $248K | 0.0% | N/A | 0.008% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 77,704 | $8.26M | 0.0% | +25.2% | 0.261% | |
| 4/15/2025 | Zhang Financial LLC | 282,118 | $30.00M | 1.6% | +21.6% | 0.947% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 64,550 | $6.86M | 0.6% | +4.5% | 0.217% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 835,915 | $88.87M | 16.4% | +2.2% | 2.806% | |
| 4/11/2025 | RPOA Advisors Inc. | 13,039,435 | $1.39B | 37.7% | +0.7% | 43.771% | |
| 4/3/2025 | Collective Family Office LLC | 10,789 | $1.15M | 0.3% | -1.7% | 0.036% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 62,073 | $6.96M | 0.0% | +31.0% | 0.206% | |
| 2/27/2025 | REAP Financial Group LLC | 760 | $85K | 0.0% | N/A | 0.003% | |
| 2/18/2025 | Pinnacle Wealth Management LLC | 5,087 | $570K | 0.6% | -9.3% | 0.021% | |
| 2/18/2025 | JDM Financial Group LLC | 191,515 | $21.46M | 11.2% | +4.7% | 0.809% | |
| 2/18/2025 | Lantern Wealth Advisors LLC | 3,072 | $344K | 0.2% | N/A | 0.013% | |
| 2/17/2025 | Two Sigma Investments LP | 132,500 | $14.85M | 0.0% | N/A | 0.560% | |
| 2/17/2025 | Stadion Money Management LLC | 797,898 | $89.41M | 7.0% | +3.4% | 3.371% | |
| 2/17/2025 | Quadcap Wealth Management LLC | 5,488 | $615K | 0.1% | -5.4% | 0.023% | |
| 2/17/2025 | Cetera Investment Advisers | 43,242 | $4.85M | 0.0% | +224.6% | 0.183% | |
| 2/17/2025 | Bank of America Corp DE | 7,127 | $799K | 0.0% | +15.3% | 0.030% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,171 | $2.15M | 0.0% | +186.7% | 0.081% | |
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| 2/17/2025 | Aptus Capital Advisors LLC | 80,905 | $9.07M | 0.1% | +980.5% | 0.342% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 5,941 | $666K | 0.0% | -2.4% | 0.025% | |
| 2/14/2025 | Betterment LLC | 5,671 | $635K | 0.0% | -1.5% | 0.024% | |
| 2/14/2025 | Wills Financial Group Inc. | 2,001 | $224K | 0.1% | -21.3% | 0.008% | |
| 2/14/2025 | Capital Analysts LLC | 330 | $37K | 0.0% | N/A | 0.001% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 2,014,177 | $225.71M | 2.6% | -0.2% | 8.509% | |
| 2/14/2025 | MGO One Seven LLC | 145,092 | $16.26M | 0.6% | +0.8% | 0.613% | |
| 2/14/2025 | Susquehanna International Group LLP | 28,495 | $3.19M | 0.0% | N/A | 0.120% | |
| 2/14/2025 | Transce3nd LLC | 1,318 | $148K | 0.1% | N/A | 0.006% | |
| 2/14/2025 | First Trust Advisors LP | 4,830 | $541K | 0.0% | N/A | 0.020% | |
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