| 8/1/2025 | Pasadena Private Wealth LLC | 34,397 | $1.46M | 0.3% | -86.7% | 0.031% | |
| 8/1/2025 | Signature Wealth Management Group | 105,922 | $4.51M | 1.8% | -0.9% | 0.096% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,092,562 | $89.04M | 0.0% | +56.4% | 1.898% | |
| 7/31/2025 | Wealthfront Advisers LLC | 18,417 | $784K | 0.0% | +20.7% | 0.017% | |
| 7/31/2025 | Ranch Capital Advisors Inc. | 87,737 | $3.73M | 1.6% | +3.6% | 0.080% | |
| 7/31/2025 | West Michigan Advisors LLC | 349,745 | $14.88M | 4.2% | +0.8% | 0.317% | |
| 7/31/2025 | CAP Partners LLC | 33,990 | $1.45M | 0.9% | -2.3% | 0.031% | |
| 7/30/2025 | Principle Wealth Partners LLC | 30,208 | $1.29M | 0.1% | +33.4% | 0.027% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 67,570 | $2.88M | 0.3% | -10.0% | 0.062% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 106,015 | $4.51M | 1.9% | +4.4% | 0.097% | |
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| 7/30/2025 | Brookstone Capital Management | 39,964 | $1.70M | 0.0% | +41.1% | 0.037% | |
| 7/30/2025 | Retirement Planning Group LLC | 2,704,229 | $115.07M | 4.9% | +1.7% | 2.474% | |
| 7/30/2025 | D.A. Davidson & CO. | 8,679 | $369K | 0.0% | N/A | 0.008% | |
| 7/29/2025 | Stephens Inc. AR | 8,840 | $376K | 0.0% | -72.6% | 0.008% | |
| 7/29/2025 | Altus Wealth Group LLC | 39,829 | $1.70M | 0.8% | +1.6% | 0.036% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 20,309 | $864K | 0.3% | N/A | 0.019% | |
| 7/29/2025 | Ballast Inc. | 11,380 | $484K | 0.2% | N/A | 0.010% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 51,930 | $2.21M | 0.0% | +65.1% | 0.048% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 10,697 | $455K | 0.0% | +17.1% | 0.010% | |
| 7/29/2025 | Private Trust Co. NA | 24,389 | $1.04M | 0.1% | +42.1% | 0.022% | |
| 7/29/2025 | Stratos Investment Management LLC | 630,755 | $26.84M | 1.2% | +8.1% | 0.577% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 54,659 | $2.33M | 2.2% | N/A | 0.050% | |
| 7/28/2025 | ForthRight Wealth Management LLC | 301,714 | $12.84M | 4.0% | +110.5% | 0.276% | |
| 7/28/2025 | Tower Wealth Partners Inc. | 246,945 | $10.51M | 6.2% | +1.4% | 0.226% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 16,329 | $695K | 0.2% | +10.2% | 0.015% | |
| 7/28/2025 | Mutual Advisors LLC | 12,071 | $522K | 0.0% | +18.9% | 0.011% | |
| 7/28/2025 | Harbour Investments Inc. | 23,507 | $1M | 0.0% | +8.1% | 0.022% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 219,226 | $9.33M | 0.1% | +17.7% | 0.201% | |
| 7/28/2025 | Moran Wealth Management LLC | 75,027 | $3.19M | 0.1% | +7.7% | 0.069% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 125,545 | $5.39M | 0.1% | -62.3% | 0.115% | |
| 7/25/2025 | MGO One Seven LLC | 247,739 | $10.54M | 0.3% | +17.1% | 0.227% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 4,751 | $202K | 0.1% | -27.7% | 0.004% | |
| 7/25/2025 | Prostatis Group LLC | 441,962 | $18.81M | 5.4% | +11.9% | 0.404% | |
| 7/25/2025 | SPC Financial Inc. | 82,595 | $3.51M | 0.3% | -3.5% | 0.076% | |
| 7/25/2025 | Second Half Financial Partners LLC | 416,213 | $17.71M | 8.3% | -0.2% | 0.381% | |
| 7/25/2025 | CWM LLC | 420,404 | $17.89M | 0.1% | +17.7% | 0.385% | |
| 7/25/2025 | Muirfield Wealth Advisors LLC | 12,144 | $517K | 0.4% | -2.1% | 0.011% | |
| 7/24/2025 | Blair William & Co. IL | 70,505 | $3M | 0.0% | +2.3% | 0.065% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 27,087 | $1.15M | 0.9% | -6.7% | 0.025% | |
| 7/23/2025 | RiverTree Advisors LLC | 148,948 | $6.34M | 4.3% | -14.1% | 0.137% | |
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| 7/23/2025 | Kingswood Wealth Advisors LLC | 20,677 | $880K | 0.1% | -1.5% | 0.019% | |
| 7/23/2025 | Sachetta LLC | 20,240 | $861K | 0.3% | +1.2% | 0.019% | |
| 7/22/2025 | Belpointe Asset Management LLC | 25,512 | $1.09M | 0.0% | +4.8% | 0.023% | |
| 7/22/2025 | DAVENPORT & Co LLC | 33,655 | $1.43M | 0.0% | -9.0% | 0.031% | |
| 7/22/2025 | MBL Wealth LLC | 897,755 | $38.20M | 3.7% | +4.2% | 0.824% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 76,886 | $3.27M | 0.1% | N/A | 0.071% | |
| 7/22/2025 | Financial Insights Inc. | 60,545 | $2.58M | 0.9% | +10.4% | 0.056% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,233 | $223K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | Pacific Financial Group Inc. | 12,674 | $539K | 0.4% | -3.0% | 0.012% | |
| 7/18/2025 | Consolidated Planning Corp | 591,201 | $25.16M | 3.2% | -0.3% | 0.541% | |
| 7/18/2025 | Trilogy Capital Inc. | 145,863 | $6.21M | 0.3% | -2.1% | 0.133% | |
| 7/18/2025 | PFG Investments LLC | 10,311 | $439K | 0.0% | -5.3% | 0.009% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 7,088 | $302K | 0.0% | +5.8% | 0.006% | |
| 7/18/2025 | Truist Financial Corp | 1,149,013 | $48.89M | 0.1% | +15.0% | 1.051% | |
| 7/17/2025 | Alliance Wealth Advisors LLC | 18,984 | $808K | 0.4% | +1.8% | 0.018% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,691,925 | $71.99M | 0.2% | +5.0% | 1.560% | |
| 7/17/2025 | Alpine Bank Wealth Management | 2,757 | $117K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | TBH Global Asset Management LLC | 127,136 | $5.06M | 0.6% | -13.6% | 0.117% | |
| 7/16/2025 | ORG Wealth Partners LLC | 37,995 | $1.62M | 0.4% | -6.3% | 0.035% | |
| 7/16/2025 | ORG Partners LLC | 575 | $25K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Magnus Financial Group LLC | 155,596 | $6.62M | 0.6% | +0.8% | 0.143% | |
| 7/15/2025 | McAdam LLC | 82,130 | $3.50M | 0.2% | +4.0% | 0.076% | |
| 7/15/2025 | Fifth Third Bancorp | 4,532 | $193K | 0.0% | N/A | 0.004% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 9,967 | $424K | 0.1% | -7.0% | 0.009% | |
| 7/14/2025 | Golden State Equity Partners | 85,363 | $3.63M | 0.7% | N/A | 0.079% | |
| 7/14/2025 | Sowell Financial Services LLC | 5,288 | $225K | 0.0% | N/A | 0.005% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,946 | $764K | 0.0% | +264.3% | 0.017% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 15,884 | $676K | 0.1% | -3.7% | 0.015% | |
| 7/10/2025 | Sterling Financial Group Inc. | 702,425 | $29.89M | 10.0% | +2.5% | 0.650% | |
| 7/10/2025 | CWC Advisors LLC. | 26,143 | $1.11M | 0.6% | +13.2% | 0.024% | |
| 7/10/2025 | HF Advisory Group LLC | 12,478 | $531K | 0.2% | -21.3% | 0.012% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,716,198 | $116.82M | 0.2% | +4.9% | 2.515% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 109,074 | $4.64M | 1.7% | +15.4% | 0.101% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 8,400 | $358K | 0.1% | +21.1% | 0.008% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 56,178 | $2.39M | 0.2% | -63.7% | 0.052% | |
| 7/10/2025 | Sovran Advisors LLC | 109,327 | $4.66M | 0.5% | -3.3% | 0.101% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 90,734 | $3.86M | 0.1% | -17.9% | 0.084% | |
| 7/9/2025 | Baron Financial Group LLC | 99,412 | $4.23M | 2.5% | +1.6% | 0.092% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 22,100 | $940K | 0.4% | -3.5% | 0.020% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 20,587 | $876K | 0.8% | +4.5% | 0.019% | |
| 7/8/2025 | IAM Advisory LLC | 12,721 | $541K | 0.1% | -8.5% | 0.012% | |
| 7/7/2025 | Investors Research Corp | 175,339 | $7.46M | 1.5% | +6.1% | 0.163% | |
| 7/7/2025 | Good Steward Wealth Advisors LLC | 63,473 | $2.70M | 2.1% | -41.3% | 0.059% | |
| 7/7/2025 | RDA Financial Network | 42,591 | $1.81M | 0.5% | +1.1% | 0.039% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 59,446 | $2.42M | 1.5% | -2.1% | 0.057% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 85,894 | $3.50M | 0.2% | +140.2% | 0.085% | |
| 5/9/2025 | West Michigan Advisors LLC | 346,799 | $14.14M | 4.7% | +1.1% | 0.341% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 318,031 | $12.97M | 0.4% | +4.1% | 0.313% | |
| 5/8/2025 | Atlas Wealth LLC | 6,640 | $271K | 0.1% | -40.3% | 0.007% | |
| 5/7/2025 | Vantage Financial Partners LLC | 418,104 | $17.05M | 4.2% | +0.7% | 0.412% | |
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| 4/29/2025 | Sierra Ocean LLC | 116,212 | $4.74M | 3.7% | +4.6% | 0.114% | |
| 4/29/2025 | Bank of New York Mellon Corp | 285,606 | $11.64M | 0.0% | -3.6% | 0.281% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 14,818 | $604K | 0.2% | +81.6% | 0.015% | |
| 4/28/2025 | Private Trust Co. NA | 17,161 | $700K | 0.1% | +14.6% | 0.017% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 106,415 | $4.34M | 0.3% | -2.1% | 0.105% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 177,643 | $7.24M | 0.0% | +20.0% | 0.175% | |
| 4/21/2025 | ORG Wealth Partners LLC | 40,554 | $1.65M | 0.5% | N/A | 0.040% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 20,985 | $856K | 0.0% | +27.2% | 0.021% | |
| 4/17/2025 | NBT Bank N A NY | 21,116 | $861K | 0.1% | +2.1% | 0.021% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,611,072 | $65.68M | 0.2% | +8.0% | 1.617% | |
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