| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,498 | $417K | 0.0% | N/A | 0.031% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 1,724,121 | $110.62M | 2.5% | N/A | 21.026% | |
| 2/20/2025 | Drucker Wealth 3.0 LLC | 4,063 | $261K | 0.1% | +17.0% | 0.050% | |
| 2/18/2025 | Monograph Wealth Advisors LLC | 461,344 | $29.60M | 3.9% | +0.3% | 5.626% | |
| 2/18/2025 | Note Advisors LLC | 5,143 | $330K | 0.3% | N/A | 0.063% | |
| 2/17/2025 | Citadel Advisors LLC | 10,162 | $652K | 0.0% | N/A | 0.124% | |
| 2/17/2025 | BIP Wealth LLC | 27,878 | $1.79M | 0.1% | +65.2% | 0.340% | |
| 2/14/2025 | Northern Trust Corp | 5,439 | $349K | 0.0% | N/A | 0.066% | |
| 2/14/2025 | Betterment LLC | 256,060 | $16.43M | 0.0% | +1.5% | 3.123% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 235,895 | $15.14M | 0.2% | +5,680.3% | 2.877% | |
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| 2/14/2025 | IHT Wealth Management LLC | 5,730 | $368K | 0.0% | N/A | 0.070% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 252,171 | $16.18M | 0.2% | +48.7% | 3.075% | |
| 2/14/2025 | Freedom Investment Management Inc. | 14,866 | $954K | 0.1% | +1.3% | 0.181% | |
| 2/13/2025 | Rather & Kittrell Inc. | 313,955 | $20.14M | 4.7% | +21.6% | 3.829% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 40,720 | $2.61M | 0.3% | +62.6% | 0.497% | |
| 2/13/2025 | CreativeOne Wealth LLC | 28,082 | $1.80M | 0.1% | +4.9% | 0.342% | |
| 2/13/2025 | Mariner LLC | 48,194 | $3.09M | 0.0% | +81.4% | 0.588% | |
| 2/13/2025 | Townsquare Capital LLC | 43,862 | $2.81M | 0.0% | +0.5% | 0.535% | |
| 2/13/2025 | Keyes Stange & Wooten Wealth Management LLC | 279,094 | $17.91M | 10.6% | +3.6% | 3.404% | |
| 2/13/2025 | Cerity Partners LLC | 103,327 | $6.63M | 0.0% | N/A | 1.260% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 93,325 | $5.99M | 0.0% | +31.2% | 1.138% | |
| 2/13/2025 | Annandale Capital LLC | 266,289 | $17.09M | 2.7% | +13.2% | 3.247% | |
| 2/12/2025 | Michael A. Dubis Financial Planning LLC | 20,350 | $1.31M | 1.3% | N/A | 0.248% | |
| 2/12/2025 | Riverchase Wealth Management LLC | 176,059 | $11.30M | 8.4% | N/A | 2.147% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 170,943 | $10.97M | 0.1% | +13.8% | 2.085% | |
| 2/12/2025 | BCO Wealth Management LLC | 307,807 | $19.75M | 16.4% | N/A | 3.754% | |
| 2/12/2025 | Foundation Wealth Management LLC PA | 6,242 | $400K | 0.2% | N/A | 0.076% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 16,057 | $1.03M | 0.0% | +17.6% | 0.196% | |
| 2/11/2025 | LPL Financial LLC | 12,882 | $827K | 0.0% | N/A | 0.157% | |
| 2/11/2025 | Millstone Evans Group LLC | 33,612 | $2.16M | 1.5% | N/A | 0.410% | |
| 2/11/2025 | Goodman Financial Corp | 27,070 | $1.74M | 0.4% | -34.4% | 0.330% | |
| 2/11/2025 | Truepoint Inc. | 42,720 | $2.74M | 0.1% | +91.5% | 0.521% | |
| 2/11/2025 | SageOak Financial LLC | 202,447 | $12.99M | 11.9% | N/A | 2.469% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 9,623 | $617K | 0.0% | +201.5% | 0.117% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 49,126 | $3.15M | 0.7% | +83.0% | 0.599% | |
| 2/10/2025 | Corient Private Wealth LLC | 7,205 | $462K | 0.0% | +29.7% | 0.088% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 35,913 | $2.30M | 0.0% | +255.0% | 0.438% | |
| 2/10/2025 | Phillips Financial Management LLC | 4,415 | $283K | 0.0% | -12.2% | 0.054% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,447 | $349K | 0.0% | N/A | 0.066% | |
| 2/10/2025 | Essential Planning LLC. | 717,679 | $46.74M | 0.3% | +7,558.5% | 8.752% | |
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| 2/10/2025 | Farther Finance Advisors LLC | 59,555 | $3.82M | 0.1% | +87.7% | 0.726% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 123,453 | $7.92M | 0.5% | +14.4% | 1.506% | |
| 2/7/2025 | Altiora Financial Group LLC | 162,514 | $10.43M | 2.3% | +3.8% | 1.982% | |
| 2/7/2025 | Mesirow Financial Investment Management Inc. | 16,780 | $1.08M | 0.0% | +16.0% | 0.205% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 8,826 | $566K | 0.0% | -2.4% | 0.108% | |
| 2/6/2025 | Modera Wealth Management LLC | 22,775 | $1.46M | 0.0% | +1.7% | 0.278% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 112,016 | $7.20M | 0.7% | -3.7% | 1.366% | |
| 2/4/2025 | CWS Financial Advisors LLC | 4,138 | $266K | 0.1% | N/A | 0.050% | |
| 2/4/2025 | Wealthstream Advisors Inc. | 7,089 | $455K | 0.1% | +2.6% | 0.086% | |
| 2/4/2025 | IFP Advisors Inc | 20,246 | $1.30M | 0.0% | +11.4% | 0.247% | |
| 2/4/2025 | Wealthspire Advisors LLC | 41,166 | $2.64M | 0.0% | +130.9% | 0.502% | |
| 2/3/2025 | Financial Harvest LLC | 3,777 | $242K | 0.2% | N/A | 0.046% | |
| 2/3/2025 | Hardy Reed LLC | 186,739 | $11.98M | 1.1% | +9.4% | 2.277% | |
| 2/3/2025 | Private Advisor Group LLC | 218,359 | $14.01M | 0.1% | +728.1% | 2.663% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 747,782 | $47.98M | 1.7% | +62.6% | 9.119% | |
| 1/31/2025 | Truist Financial Corp | 48,373 | $3.10M | 0.0% | -10.4% | 0.590% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 3,442 | $221K | 0.0% | -16.6% | 0.042% | |
| 1/30/2025 | Copperleaf Capital LLC | 64,532 | $4.14M | 2.6% | +1.9% | 0.787% | |
| 1/30/2025 | Allworth Financial LP | 4,111 | $274K | 0.0% | -3.7% | 0.050% | |
| 1/30/2025 | Blue Trust Inc. | 576 | $37K | 0.0% | -53.5% | 0.007% | |
| 1/29/2025 | FMB Wealth Management | 41,035 | $2.63M | 1.5% | +0.4% | 0.500% | |
| 1/29/2025 | Wealth Advisors Northwest LLC | 8,483 | $544K | 0.4% | N/A | 0.103% | |
| 1/29/2025 | DecisionPoint Financial LLC | 2,054 | $132K | 0.0% | +24.4% | 0.025% | |
| 1/28/2025 | SC&H Financial Advisors Inc. | 130,293 | $8.36M | 1.7% | +108.2% | 1.589% | |
| 1/28/2025 | Sprinkle Financial Consultants LLC | 5,655 | $363K | 0.2% | +7.5% | 0.069% | |
| 1/28/2025 | Sageworth Trust Co of South Dakota | 66,171 | $4.25M | 5.4% | +3.1% | 0.807% | |
| 1/28/2025 | Sageworth Trust Co | 191,721 | $12.30M | 0.8% | +22.4% | 2.338% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 12,430 | $799K | 0.1% | +9.3% | 0.152% | |
| 1/27/2025 | Stratos Investment Management LLC | 37,280 | $2.39M | 0.1% | N/A | 0.455% | |
| 1/27/2025 | Kathleen S. Wright Associates Inc. | 12,545 | $805K | 0.3% | +56.5% | 0.153% | |
| 1/24/2025 | Vantage Point Financial LLC | 263,351 | $16.90M | 9.1% | N/A | 3.212% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,442 | $93K | 0.0% | +19.0% | 0.018% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 94,625 | $6.07M | 0.6% | -4.8% | 1.154% | |
| 1/23/2025 | RCS Financial Planning LLC | 10,252 | $658K | 0.4% | +1.7% | 0.125% | |
| 1/22/2025 | Hutchens & Kramer Investment Management Group LLC | 202,595 | $13.00M | 7.1% | +10.5% | 2.471% | |
| 1/22/2025 | Blue Trust Inc. | 575 | $36K | 0.0% | -53.6% | 0.007% | |
| 1/21/2025 | Cypress Point Wealth Management LLC | 65,220 | $4.19M | 1.3% | +18.6% | 0.795% | |
| 1/21/2025 | KFG Wealth Management LLC | 289,988 | $18.61M | 3.5% | +39.7% | 3.536% | |
| 1/21/2025 | Archford Capital Strategies LLC | 43,470 | $2.79M | 0.4% | N/A | 0.530% | |
| 1/21/2025 | Cyndeo Wealth Partners LLC | 63,879 | $4.10M | 0.3% | +3.2% | 0.779% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 277,102 | $17.78M | 0.6% | N/A | 3.379% | |
| 1/21/2025 | Firethorn Wealth Partners LLC | 8,478 | $544K | 0.3% | +7.5% | 0.103% | |
| 1/21/2025 | RFG Advisory LLC | 25,525 | $1.64M | 0.0% | -47.9% | 0.311% | |
| 1/21/2025 | Brighton Jones LLC | 349,827 | $22.45M | 0.6% | +42.3% | 4.266% | |
| 1/17/2025 | Investment Advisory Group LLC | 32,674 | $2.10M | 0.7% | +9.8% | 0.398% | |
| 1/16/2025 | Pure Financial Advisors LLC | 2,115,303 | $135.72M | 3.1% | +6.4% | 25.796% | |
| 1/16/2025 | Onyx Financial Advisors LLC | 5,947 | $382K | 0.2% | -3.8% | 0.073% | |
| 1/16/2025 | Evanson Asset Management LLC | 5,903 | $379K | 0.0% | N/A | 0.072% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 12,126 | $778K | 0.1% | +5.3% | 0.148% | |
| 1/15/2025 | Merit Financial Group LLC | 6,288 | $403K | 0.0% | N/A | 0.077% | |
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| 1/15/2025 | Great Oak Capital Partners LLC | 354,413 | $22.59M | 7.6% | -0.3% | 4.322% | |
| 1/15/2025 | Morton Capital Management LLC CA | 57,186 | $3.67M | 0.7% | +10.0% | 0.697% | |
| 1/14/2025 | StrongBox Wealth LLC | 5,119 | $328K | 0.1% | N/A | 0.062% | |
| 1/14/2025 | Park Avenue Securities LLC | 30,101 | $1.93M | 0.0% | +131.4% | 0.367% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 10,447 | $665K | 0.1% | N/A | 0.127% | |
| 1/13/2025 | Signet Financial Management LLC | 6,076 | $390K | 0.0% | +10.7% | 0.074% | |
| 1/7/2025 | Strathmore Capital Advisors Inc. | 17,283 | $1.11M | 0.8% | N/A | 0.211% | |
| 11/15/2024 | LRI Investments LLC | 17,208 | $1.13M | 0.1% | +23.2% | 0.210% | |
| 11/15/2024 | Drucker Wealth 3.0 LLC | 3,474 | $220K | 0.1% | N/A | 0.042% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 19,584 | $1.24M | 0.4% | -1.1% | 0.239% | |
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