| 1/31/2025 | Beirne Wealth Consulting Services LLC | 63,416 | $4.28M | 1.5% | +1.2% | 0.376% | |
| 1/31/2025 | Atlas Legacy Advisors LLC | 10,431 | $704K | 0.2% | N/A | 0.062% | |
| 1/31/2025 | BKM Wealth Management LLC | 29,723 | $2.01M | 0.8% | +11.7% | 0.176% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 5,357 | $362K | 0.0% | +6.6% | 0.032% | |
| 1/31/2025 | D.A. Davidson & CO. | 48,400 | $3.27M | 0.0% | +1.0% | 0.287% | |
| 1/31/2025 | Truist Financial Corp | 13,093 | $884K | 0.0% | -7.6% | 0.078% | |
| 1/31/2025 | Sanctuary Advisors LLC | 166,599 | $11.87M | 0.1% | +2.7% | 0.989% | |
| 1/31/2025 | JFS Wealth Advisors LLC | 1,852 | $125K | 0.0% | N/A | 0.011% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 19,366 | $1.31M | 0.1% | +33.9% | 0.115% | |
| 1/30/2025 | Valmark Advisers Inc. | 334,293 | $22.57M | 0.3% | -6.4% | 1.984% | |
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| 1/30/2025 | Montag A & Associates Inc. | 29,500 | $1.99M | 0.1% | N/A | 0.175% | |
| 1/30/2025 | Blue Trust Inc. | 1,367 | $92K | 0.0% | +7,494.4% | 0.008% | |
| 1/29/2025 | Tranquility Partners LLC | 4,136 | $279K | 0.1% | -21.8% | 0.025% | |
| 1/29/2025 | GEM Asset Management LLC | 70,806 | $4.78M | 2.7% | +11.2% | 0.420% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 4,628 | $312K | 0.0% | -7.3% | 0.027% | |
| 1/29/2025 | Hibernia Wealth Partners LLC | 8,895 | $600K | 0.4% | -47.7% | 0.053% | |
| 1/29/2025 | Leavell Investment Management Inc. | 3,230 | $218K | 0.0% | +7.0% | 0.019% | |
| 1/29/2025 | Cornerstone Planning Group LLC | 371,476 | $26.09M | 6.4% | +2.6% | 2.205% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 9,187 | $620K | 0.6% | N/A | 0.055% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 15,251 | $1.03M | 0.0% | -1.8% | 0.091% | |
| 1/28/2025 | Apollon Wealth Management LLC | 5,357 | $362K | 0.0% | +7.0% | 0.032% | |
| 1/28/2025 | Landmark Wealth Management Inc. | 139,344 | $9.41M | 4.6% | -5.5% | 0.827% | |
| 1/27/2025 | Schmidt P J Investment Management Inc. | 19,748 | $1.33M | 0.2% | +10.1% | 0.117% | |
| 1/27/2025 | Choreo LLC | 8,047 | $543K | 0.0% | -3.4% | 0.048% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 68,401 | $4.62M | 0.1% | +11.1% | 0.406% | |
| 1/27/2025 | Guidance Capital Inc. | 6,782 | $483K | 0.1% | N/A | 0.040% | |
| 1/24/2025 | Destiny Wealth Partners LLC | 5,881 | $397K | 0.1% | -6.1% | 0.035% | |
| 1/24/2025 | Concord Wealth Partners | 441 | $30K | 0.0% | +126.2% | 0.003% | |
| 1/23/2025 | Fox Financial Inc | 278,959 | $18.83M | 17.0% | +32.4% | 1.656% | |
| 1/23/2025 | Reston Wealth Management LLC | 249,528 | $16.84M | 6.3% | +0.9% | 1.481% | |
| 1/23/2025 | Foster & Motley Inc. | 14,010 | $946K | 0.1% | -19.4% | 0.083% | |
| 1/23/2025 | Wade Financial Advisory Inc | 58,352 | $3.94M | 1.3% | +0.4% | 0.346% | |
| 1/22/2025 | Perigon Wealth Management LLC | 19,718 | $1.38M | 0.0% | N/A | 0.117% | |
| 1/21/2025 | Cora Capital Advisors LLC | 85,012 | $5.74M | 2.8% | +4.0% | 0.505% | |
| 1/21/2025 | Flagship Private Wealth LLC | 13,394 | $904K | 0.4% | +220.9% | 0.079% | |
| 1/21/2025 | Cyndeo Wealth Partners LLC | 17,041 | $1.15M | 0.1% | +1.1% | 0.101% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 139,819 | $9.44M | 0.2% | N/A | 0.830% | |
| 1/17/2025 | Edge Financial Advisors LLC | 4,326 | $292K | 0.3% | -3.6% | 0.026% | |
| 1/15/2025 | Financial Management Professionals Inc. | 480,917 | $32.46M | 4.1% | +1.6% | 2.854% | |
| 1/15/2025 | Premier Path Wealth Partners LLC | 35,663 | $2.41M | 0.4% | +1.6% | 0.212% | |
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| 1/15/2025 | Channel Wealth LLC | 4,872 | $329K | 0.1% | N/A | 0.029% | |
| 1/15/2025 | Empirical Asset Management LLC | 18,571 | $1.25M | 0.0% | -6.1% | 0.110% | |
| 1/15/2025 | Ullmann Wealth Partners Group LLC | 568,074 | $38.35M | 4.9% | +1.5% | 3.371% | |
| 1/14/2025 | Acropolis Investment Management LLC | 800,756 | $54.05M | 3.2% | +1.7% | 4.752% | |
| 1/14/2025 | Park Avenue Securities LLC | 5,812 | $392K | 0.0% | N/A | 0.034% | |
| 1/13/2025 | Searcy Financial Services Inc. ADV | 352,524 | $23.80M | 11.0% | -0.3% | 2.092% | |
| 1/13/2025 | Brookstone Capital Management | 17,712 | $1.20M | 0.0% | -6.0% | 0.105% | |
| 12/26/2024 | JPMorgan Chase & Co. | 19,472 | $1.29M | 0.0% | -9.1% | 0.116% | |
| 12/3/2024 | Denver PWM LLC | 121,585 | $8.07M | 3.0% | N/A | 0.722% | |
| 11/25/2024 | Sanctuary Advisors LLC | 162,212 | $11.85M | 0.1% | +15.5% | 0.963% | |
| 11/15/2024 | MML Investors Services LLC | 97,429 | $6.46M | 0.0% | +34.0% | 0.578% | |
| 11/15/2024 | Pacific Center for Financial Services | 394,724 | $26.19M | 6.9% | +2.3% | 2.343% | |
| 11/15/2024 | Jane Street Group LLC | 19,742 | $1.31M | 0.0% | +135.3% | 0.117% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 260,190 | $17.26M | 0.2% | +19.9% | 1.544% | |
| 11/14/2024 | Acropolis Investment Management LLC | 787,142 | $52.23M | 3.1% | +1.8% | 4.671% | |
| 11/14/2024 | Captrust Financial Advisors | 6,056 | $402K | 0.0% | +27.2% | 0.036% | |
| 11/13/2024 | Townsquare Capital LLC | 3,869 | $257K | 0.0% | -8.8% | 0.023% | |
| 11/13/2024 | Cadence Bank | 3,160 | $210K | 0.0% | N/A | 0.019% | |
| 11/13/2024 | FMR LLC | 5,551 | $368K | 0.0% | -17.3% | 0.033% | |
| 11/13/2024 | D.A. Davidson & CO. | 47,903 | $3.18M | 0.0% | +5.7% | 0.284% | |
| 11/12/2024 | Wescott Financial Advisory Group LLC | 8,164 | $542K | 0.1% | -11.4% | 0.048% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 15,537 | $1.03M | 0.0% | -3.6% | 0.092% | |
| 11/12/2024 | Cerity Partners LLC | 82,523 | $5.48M | 0.0% | -0.5% | 0.490% | |
| 11/7/2024 | Wharton Business Group LLC | 22,125 | $1.47M | 0.1% | -26.4% | 0.131% | |
| 11/7/2024 | Phillips Financial Management LLC | 72,539 | $4.81M | 0.4% | -9.2% | 0.430% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 33,854 | $2.25M | 0.1% | -13.0% | 0.201% | |
| 11/6/2024 | Cornerstone Planning Group LLC | 362,226 | $24.19M | 5.3% | N/A | 2.150% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 12,774 | $848K | 0.0% | +225.9% | 0.076% | |
| 11/5/2024 | Apollon Financial LLC | 57,360 | $3.81M | 1.1% | -3.6% | 0.340% | |
| 11/5/2024 | Apollon Wealth Management LLC | 5,007 | $332K | 0.0% | +15.6% | 0.030% | |
| 11/4/2024 | Addison Advisors LLC | 83,136 | $5.52M | 1.5% | -8.9% | 0.493% | |
| 11/4/2024 | Sigma Planning Corp | 6,200 | $411K | 0.0% | +13.4% | 0.037% | |
| 11/1/2024 | Leavell Investment Management Inc. | 3,020 | $200K | 0.0% | N/A | 0.018% | |
| 10/31/2024 | Cozad Asset Management Inc. | 51,514 | $3.42M | 0.3% | +11.6% | 0.306% | |
| 10/30/2024 | Foster & Motley Inc. | 17,384 | $1.15M | 0.1% | -5.7% | 0.103% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 4,990 | $331K | 0.0% | N/A | 0.030% | |
| 10/30/2024 | Marks Group Wealth Management Inc | 8,734 | $580K | 0.1% | N/A | 0.052% | |
| 10/30/2024 | Flagship Private Wealth LLC | 4,174 | $277K | 0.1% | N/A | 0.025% | |
| 10/30/2024 | Fox Financial Inc | 210,720 | $13.98M | 12.2% | +27.7% | 1.251% | |
| 10/30/2024 | QRG Capital Management Inc. | 10,393 | $690K | 0.0% | +6.8% | 0.062% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,856 | $389K | 0.0% | -36.0% | 0.035% | |
| 10/28/2024 | Wade Financial Advisory Inc | 58,101 | $3.86M | 1.3% | +0.6% | 0.345% | |
| 10/28/2024 | Reston Wealth Management LLC | 247,245 | $16.41M | 5.9% | +3.4% | 1.467% | |
| 10/25/2024 | S.A. Mason LLC | 1,465 | $97K | 0.1% | N/A | 0.009% | |
| 10/25/2024 | Edge Financial Advisors LLC | 4,486 | $298K | 0.3% | N/A | 0.027% | |
| 10/25/2024 | Valmark Advisers Inc. | 357,206 | $23.70M | 0.4% | -1.3% | 2.120% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 14,459 | $959K | 0.0% | +12.9% | 0.086% | |
| 10/24/2024 | Financial Management Professionals Inc. | 473,239 | $31.40M | 3.9% | +0.9% | 2.809% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 9,043 | $600K | 0.1% | +14.2% | 0.054% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,872 | $788K | 0.0% | +2.7% | 0.070% | |
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| 10/24/2024 | Arkadios Wealth Advisors | 3,099 | $206K | 0.0% | N/A | 0.018% | |
| 10/23/2024 | BKM Wealth Management LLC | 26,621 | $1.77M | 0.7% | +3.0% | 0.158% | |
| 10/23/2024 | Schmidt P J Investment Management Inc. | 17,930 | $1.19M | 0.2% | +19.0% | 0.106% | |
| 10/22/2024 | Private Advisor Group LLC | 190,278 | $12.63M | 0.1% | +108.5% | 1.129% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 16,854 | $1.12M | 0.1% | +6.0% | 0.100% | |
| 10/15/2024 | FMA Wealth Management LLC | 75,428 | $5.01M | 3.6% | +124.2% | 0.448% | |
| 10/15/2024 | Ullmann Wealth Partners Group LLC | 559,595 | $37.13M | 4.8% | +4.4% | 3.321% | |
| 10/11/2024 | Empirical Asset Management LLC | 19,786 | $1.31M | 0.2% | +166.0% | 0.117% | |
| 10/9/2024 | Selective Wealth Management Inc. | 3,095 | $203K | 0.1% | N/A | 0.018% | |
| 10/9/2024 | GEM Asset Management LLC | 63,693 | $4.17M | 2.4% | +0.4% | 0.378% | |
