| 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% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 19,171 | $2.15M | 0.0% | +186.7% | 0.081% | |
| 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% | |
| 2/13/2025 | NewEdge Advisors LLC | 580 | $65K | 0.0% | N/A | 0.002% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 6,146 | $689K | 0.1% | N/A | 0.026% | |
| 2/13/2025 | Raymond James Financial Inc. | 4,257 | $477K | 0.0% | N/A | 0.018% | |
| 2/13/2025 | Cerity Partners LLC | 3,627 | $406K | 0.0% | +65.9% | 0.015% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 39,827 | $4.46M | 0.0% | +313.1% | 0.168% | |
| 2/13/2025 | Wells Fargo & Company MN | 14,261 | $1.60M | 0.0% | +0.6% | 0.060% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,070 | $120K | 0.0% | -30.7% | 0.005% | |
| 2/11/2025 | LPL Financial LLC | 148,039 | $16.59M | 0.0% | +273.3% | 0.625% | |
| 2/11/2025 | GM Advisory Group LLC | 371,345 | $41.61M | 2.3% | +74.3% | 1.569% | |
| 2/10/2025 | Corient Private Wealth LLC | 3,321 | $372K | 0.0% | -16.3% | 0.014% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 2,223 | $249K | 0.0% | N/A | 0.009% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 4,999 | $560K | 0.0% | +92.3% | 0.021% | |
| 2/7/2025 | Wealthfront Advisers LLC | 30,909 | $3.46M | 0.0% | N/A | 0.131% | |
| 2/6/2025 | Raymond James Financial Inc. | 4,257 | $477K | 0.0% | N/A | 0.018% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,622 | $518K | 0.0% | +3.5% | 0.020% | |
| 2/4/2025 | Bank of New York Mellon Corp | 3,188,782 | $357.34M | 0.1% | +167.5% | 13.472% | |
| 2/4/2025 | IFP Advisors Inc | 30,420 | $3.41M | 0.1% | +366.6% | 0.129% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,987 | $1.79M | 0.0% | N/A | 0.068% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 130,518 | $14.63M | 4.1% | +11.0% | 0.551% | |
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| 2/3/2025 | Clear Point Advisors Inc. | 2,432 | $273K | 0.2% | +14.4% | 0.010% | |
| 1/31/2025 | Global Retirement Partners LLC | 488 | $55K | 0.0% | +89.9% | 0.002% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,078 | $1.47M | 0.0% | +23.6% | 0.055% | |
| 1/31/2025 | Sanctuary Advisors LLC | 12,587 | $1.46M | 0.0% | -7.9% | 0.053% | |
| 1/31/2025 | Retirement Income Solutions Inc | 7,660 | $858K | 0.2% | -1.8% | 0.032% | |
| 1/30/2025 | Principal Securities Inc. | 4,269 | $478K | 0.0% | -3.5% | 0.018% | |
| 1/28/2025 | Stiles Financial Services Inc | 30,354 | $3.40M | 1.2% | N/A | 0.128% | |
| 1/27/2025 | Win Advisors Inc. | 24,126 | $2.70M | 1.3% | N/A | 0.102% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 25,242 | $2.83M | 0.0% | N/A | 0.107% | |
| 1/24/2025 | Symphony Financial Ltd. Co. | 17,287 | $2.00M | 0.3% | +197.7% | 0.073% | |
| 1/23/2025 | David Kennon Inc | 17,497 | $1.96M | 0.8% | +1.8% | 0.074% | |
| 1/22/2025 | Wealth Forward LLC | 20,126 | $2.26M | 1.6% | +20.9% | 0.085% | |
| 1/21/2025 | Compass Wealth Management LLC | 1,240 | $139K | 0.0% | -13.3% | 0.005% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 1,246 | $140K | 0.0% | -7.4% | 0.005% | |
| 1/16/2025 | Zhang Financial LLC | 232,026 | $26.00M | 1.5% | +17.6% | 0.980% | |
| 1/15/2025 | KMG Fiduciary Partners LLC | 61,741 | $6.92M | 0.6% | +6.3% | 0.261% | |
| 1/15/2025 | RPOA Advisors Inc. | 12,952,668 | $1.45B | 39.2% | -1.2% | 54.722% | |
| 1/15/2025 | Retireful LLC | 15,153 | $1.70M | 1.0% | N/A | 0.064% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 817,780 | $91.64M | 17.0% | +2.7% | 3.455% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 48,902 | $5.36M | 0.0% | +3.2% | 0.207% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,545 | $169K | 0.0% | +111.1% | 0.007% | |
| 11/25/2024 | Sanctuary Advisors LLC | 13,673 | $1.56M | 0.0% | N/A | 0.058% | |
| 11/18/2024 | JDM Financial Group LLC | 183,000 | $20.05M | 10.9% | +9,856.5% | 0.773% | |
| 11/15/2024 | Wills Financial Group Inc. | 2,543 | $279K | 0.1% | -16.2% | 0.011% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 2,018,483 | $221.15M | 2.7% | +13.3% | 8.528% | |
| 11/15/2024 | HighTower Advisors LLC | 3,150 | $345K | 0.0% | -7.4% | 0.013% | |
| 11/14/2024 | Flow Traders U.S. LLC | 3,115 | $341K | 0.0% | -86.1% | 0.013% | |
| 11/13/2024 | FMR LLC | 4,022 | $441K | 0.0% | +13.8% | 0.017% | |
| 11/12/2024 | GM Advisory Group LLC | 213,021 | $23.34M | 1.4% | -3.9% | 0.900% | |
| 11/8/2024 | First Horizon Advisors Inc. | 410 | $45K | 0.0% | -23.8% | 0.002% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 7,488 | $820K | 0.0% | +74.1% | 0.032% | |
| 10/28/2024 | Wealth Forward LLC | 16,652 | $1.82M | 1.3% | +43.6% | 0.070% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 47,373 | $5.19M | 0.0% | +1.9% | 0.200% | |
| 10/22/2024 | David Kennon Inc | 17,193 | $1.88M | 0.7% | +3.5% | 0.073% | |
| 10/22/2024 | Symphony Financial Ltd. Co. | 5,806 | $634K | 0.1% | N/A | 0.025% | |
| 10/18/2024 | KMG Fiduciary Partners LLC | 58,105 | $6.37M | 0.5% | +362.4% | 0.245% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 796,520 | $87.27M | 16.8% | +4.1% | 3.365% | |
| 10/15/2024 | Zhang Financial LLC | 197,270 | $21.61M | 1.4% | -0.7% | 0.833% | |
| 10/7/2024 | RPOA Advisors Inc. | 13,114,389 | $1.44B | 38.2% | -1.7% | 55.405% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 117,624 | $12.89M | 3.7% | +17.1% | 0.497% | |
| 10/5/2024 | Collective Family Office LLC | 10,975 | $1.20M | 0.3% | -2.2% | 0.046% | |
| 8/22/2024 | Cetera Investment Advisers | 12,518 | $1.30M | 0.0% | +30.5% | 0.053% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,620 | $1.93M | 0.0% | +1,284.4% | 0.079% | |
| 8/14/2024 | Clear Point Advisors Inc. | 1,981 | $206K | 0.2% | +33.9% | 0.008% | |
| 8/13/2024 | GM Advisory Group LLC | 221,590 | $23.00M | 1.5% | N/A | 0.936% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 6,087 | $632K | 0.0% | +84.6% | 0.026% | |
| 8/7/2024 | MGO One Seven LLC | 142,877 | $14.83M | 0.7% | N/A | 0.604% | |
| 8/6/2024 | Fiducient Advisors LLC | 2,495 | $259K | 0.0% | N/A | 0.011% | |
| 8/2/2024 | WealthBridge Capital Management LLC | 100,480 | $10.43M | 3.4% | +6.3% | 0.425% | |
| 8/1/2024 | Retirement Income Solutions Inc | 8,311 | $863K | 0.2% | -12.8% | 0.035% | |
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| 7/31/2024 | Aptus Capital Advisors LLC | 4,302 | $446K | 0.0% | +71.9% | 0.018% | |
| 7/30/2024 | Pinnacle Wealth Management LLC | 5,818 | $604K | 0.8% | +3.6% | 0.025% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,114,268 | $115.64M | 0.0% | -14.8% | 4.708% | |
| 7/25/2024 | David Kennon Inc | 16,619 | $1.73M | 0.7% | +10.9% | 0.070% | |
| 7/24/2024 | Herold Advisors Inc. | 11,855 | $1.23M | 0.3% | +76.5% | 0.050% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 9,575 | $994K | 0.0% | +1.2% | 0.040% | |
| 7/20/2024 | Zhang Financial LLC | 198,681 | $20.62M | 1.4% | -0.6% | 0.839% | |
| 7/19/2024 | Wealth Forward LLC | 11,593 | $1.20M | 0.9% | -2.7% | 0.049% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 2,812 | $292K | 0.1% | +32.7% | 0.012% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 46,484 | $4.82M | 0.0% | +2,043.1% | 0.196% | |
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