| 8/13/2025 | EverSource Wealth Advisors LLC | 69,149 | $2.68M | 0.1% | +10.8% | 1.269% | |
| 8/13/2025 | Bare Financial Services Inc | 234,255 | $9.06M | 3.1% | +7.4% | 4.298% | |
| 8/12/2025 | CreativeOne Wealth LLC | 143,059 | $5.53M | 0.1% | +4.7% | 2.625% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 4,068 | $157K | 0.0% | +26.4% | 0.075% | |
| 8/8/2025 | Cetera Investment Advisers | 35,109 | $1.36M | 0.0% | +15.2% | 0.644% | |
| 8/8/2025 | SageOak Financial LLC | 19,041 | $737K | 0.6% | +52.1% | 0.349% | |
| 8/7/2025 | Allworth Financial LP | 15,796 | $611K | 0.0% | +67.8% | 0.290% | |
| 8/6/2025 | Christian Investment Advisors Inc. | 274,338 | $10.61M | 7.3% | -16.3% | 5.034% | |
| 8/6/2025 | Sound Financial Strategies Group LLC | 42,392 | $1.64M | 1.4% | -5.3% | 0.778% | |
| 8/6/2025 | OneAscent Wealth Management LLC | 37,709 | $1.46M | 0.5% | +20.3% | 0.692% | |
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| 8/4/2025 | Creative Financial Designs Inc. ADV | 206,062 | $7.97M | 0.6% | -8.0% | 3.781% | |
| 8/1/2025 | Rossby Financial LCC | 2,101 | $81K | 0.0% | +1,411.5% | 0.039% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 25,796 | $998K | 0.0% | +1.0% | 0.473% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 134,541 | $5.20M | 3.9% | +1,087.3% | 2.469% | |
| 7/30/2025 | Strategic Blueprint LLC | 16,002 | $619K | 0.0% | -20.7% | 0.294% | |
| 7/29/2025 | Values First Advisors Inc. | 1,355 | $52K | 0.0% | -53.7% | 0.025% | |
| 7/28/2025 | Harbour Investments Inc. | 1,447 | $56K | 0.0% | -20.9% | 0.027% | |
| 7/28/2025 | RFG Advisory LLC | 18,595 | $719K | 0.0% | +26.0% | 0.341% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 10,892 | $437K | 0.0% | +15.9% | 0.200% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 8,342 | $323K | 0.0% | -27.4% | 0.153% | |
| 7/25/2025 | CWM LLC | 46,911 | $1.82M | 0.0% | +2.5% | 0.861% | |
| 7/24/2025 | Blue Trust Inc. | 1,487 | $58K | 0.0% | +30.9% | 0.027% | |
| 7/24/2025 | IFP Advisors Inc | 47,526 | $1.84M | 0.1% | +182.0% | 0.872% | |
| 7/23/2025 | Valmark Advisers Inc. | 63,390 | $2.45M | 0.0% | +10.8% | 1.185% | |
| 7/18/2025 | Vicus Capital | 16,383 | $634K | 0.1% | +8.4% | 0.306% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 6,974 | $270K | 0.0% | +19.7% | 0.130% | |
| 7/17/2025 | XY Planning Network Inc. | 44,373 | $1.72M | 0.6% | +55.9% | 0.829% | |
| 7/16/2025 | Moneywise Inc. | 18,770 | $726K | 0.3% | +10.0% | 0.351% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,034 | $40K | 0.0% | +69.0% | 0.019% | |
| 7/14/2025 | Sowell Financial Services LLC | 48,789 | $1.89M | 0.1% | N/A | 0.912% | |
| 7/11/2025 | Pioneer Wealth Management Group | 6,974 | $270K | 0.1% | N/A | 0.130% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,145 | $42K | 0.0% | N/A | 0.021% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,366 | $215K | 0.0% | -65.3% | 0.100% | |
| 7/7/2025 | O Connor Financial Group LLC | 153,339 | $6.15M | 2.7% | +2.6% | 2.866% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,559 | $243K | 0.0% | +30.9% | 0.123% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 8,707 | $323K | 0.0% | -22.2% | 0.163% | |
| 5/14/2025 | CreativeOne Wealth LLC | 136,614 | $5.06M | 0.2% | +267.9% | 2.554% | |
| 5/14/2025 | Kestra Advisory Services LLC | 100,588 | $3.73M | 0.0% | +89.3% | 1.880% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 62,430 | $2.31M | 0.1% | -4.5% | 1.167% | |
| 5/12/2025 | Bare Financial Services Inc | 218,057 | $8.07M | 3.1% | +6.0% | 4.076% | |
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| 5/9/2025 | Atria Wealth Solutions Inc. | 9,400 | $348K | 0.0% | N/A | 0.190% | |
| 5/9/2025 | Sound Financial Strategies Group LLC | 44,756 | $1.66M | 1.5% | +14.5% | 0.904% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 2,316 | $86K | 0.0% | N/A | 0.047% | |
| 5/7/2025 | Frontier Asset Management LLC | 44,497 | $1.65M | 0.5% | -9.2% | 0.899% | |
| 5/7/2025 | LPL Financial LLC | 212,917 | $7.88M | 0.0% | +10.2% | 4.301% | |
| 5/7/2025 | First Heartland Consultants Inc. | 41,182 | $1.53M | 0.2% | +5.2% | 0.832% | |
| 5/6/2025 | Cetera Investment Advisers | 30,485 | $1.13M | 0.0% | +17.5% | 0.616% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 31,358 | $1.16M | 0.5% | +9.2% | 0.633% | |
| 5/5/2025 | IFP Advisors Inc | 16,854 | $624K | 0.0% | +14.1% | 0.340% | |
| 5/5/2025 | OneAscent Financial Services LLC | 210,176 | $7.78M | 0.5% | +112.8% | 4.246% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 6,159 | $228K | 0.0% | N/A | 0.124% | |
| 5/2/2025 | SageOak Financial LLC | 12,521 | $464K | 0.4% | +38.1% | 0.253% | |
| 5/1/2025 | CWM LLC | 45,789 | $1.70M | 0.0% | +3.3% | 0.925% | |
| 4/30/2025 | Allworth Financial LP | 9,415 | $337K | 0.0% | +100.7% | 0.190% | |
| 4/30/2025 | Values First Advisors Inc. | 2,929 | $108K | 0.1% | -29.1% | 0.059% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 25,538 | $946K | 0.0% | +1.4% | 0.516% | |
| 4/29/2025 | Strategic Blueprint LLC | 20,176 | $747K | 0.0% | -17.2% | 0.408% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 223,946 | $8.29M | 0.7% | +6.9% | 4.524% | |
| 4/23/2025 | Kavar Capital Partners Group LLC | 5,824 | $216K | 0.0% | N/A | 0.118% | |
| 4/23/2025 | Symphony Financial Ltd. Co. | 5,942 | $202K | 0.1% | -10.8% | 0.120% | |
| 4/23/2025 | Moneywise Inc. | 17,057 | $632K | 0.3% | N/A | 0.345% | |
| 4/23/2025 | Valmark Advisers Inc. | 57,206 | $2.12M | 0.0% | +19.5% | 1.156% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 67,337 | $2.49M | 0.0% | +10.1% | 1.360% | |
| 4/22/2025 | XY Planning Network Inc. | 28,456 | $1.05M | 0.7% | +5.6% | 0.575% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,485 | $425K | 0.0% | +13.9% | 0.232% | |
| 4/17/2025 | Vicus Capital | 15,109 | $559K | 0.1% | +2.1% | 0.308% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 5,439 | $201K | 0.0% | N/A | 0.111% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,484 | $573K | 0.0% | +5.8% | 0.316% | |
| 4/15/2025 | Christian Investment Advisors Inc. | 327,698 | $12.74M | 8.9% | +0.5% | 6.688% | |
| 4/15/2025 | Strategic Equity Management | 19,983 | $740K | 0.3% | N/A | 0.408% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 10,851 | $402K | 0.1% | +11.6% | 0.221% | |
| 4/10/2025 | TrueWealth Advisors LLC | 16,465 | $610K | 0.2% | N/A | 0.336% | |
| 4/9/2025 | RFG Advisory LLC | 14,761 | $547K | 0.0% | N/A | 0.301% | |
| 4/7/2025 | O Connor Financial Group LLC | 149,508 | $5.54M | 2.9% | +1.6% | 3.051% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,034 | $40K | 0.0% | N/A | 0.022% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,640 | $572K | 0.0% | N/A | 0.308% | |
| 2/27/2025 | XY Planning Network Inc. | 26,946 | $1.05M | 0.8% | N/A | 0.567% | |
| 2/18/2025 | First Heartland Consultants Inc. | 39,150 | $1.53M | 0.1% | +15.3% | 1.119% | |
| 2/17/2025 | Cetera Investment Advisers | 25,949 | $1.01M | 0.0% | +3.4% | 0.741% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 6,128 | $239K | 0.0% | N/A | 0.175% | |
| 2/13/2025 | CreativeOne Wealth LLC | 37,137 | $1.45M | 0.0% | N/A | 1.061% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
| 2/13/2025 | Faithward Advisors LLC | 185,818 | $7.26M | 1.2% | -1.0% | 5.309% | |
| 2/13/2025 | Advisory Services Network LLC | 7,959 | $311K | 0.0% | -13.9% | 0.227% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 25,191 | $984K | 0.0% | +14.0% | 0.720% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 11,188 | $438K | 0.0% | +34.6% | 0.320% | |
| 2/12/2025 | OneAscent Financial Services LLC | 98,782 | $3.86M | 0.3% | N/A | 2.822% | |
| 2/12/2025 | OneAscent Wealth Management LLC | 28,703 | $1.12M | 0.5% | +35.1% | 0.820% | |
| 2/11/2025 | LPL Financial LLC | 193,150 | $7.54M | 0.0% | +35.8% | 5.519% | |
| 2/11/2025 | SageOak Financial LLC | 9,066 | $354K | 0.3% | N/A | 0.259% | |
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| 2/10/2025 | Creative Financial Designs Inc. ADV | 209,533 | $8.18M | 0.7% | +7.8% | 5.987% | |
| 2/10/2025 | Harbour Investments Inc. | 1,840 | $72K | 0.0% | +59.3% | 0.053% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,048 | $431K | 0.0% | +16.0% | 0.316% | |
| 2/10/2025 | Bare Financial Services Inc | 205,654 | $8.03M | 3.2% | +5.5% | 5.876% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 65,397 | $2.55M | 0.2% | +8.8% | 1.868% | |
| 2/7/2025 | Sowell Financial Services LLC | 48,189 | $1.88M | 0.1% | +134.6% | 1.377% | |
| 2/7/2025 | Frontier Asset Management LLC | 49,005 | $1.91M | 0.6% | -9.1% | 1.400% | |
| 2/6/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
| 2/6/2025 | Sound Financial Strategies Group LLC | 39,086 | $1.53M | 1.3% | -4.0% | 1.117% | |
| 2/6/2025 | Atria Investments Inc | 18,593 | $726K | 0.0% | +19.0% | 0.531% | |
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