| 8/1/2025 | SwitchPoint Financial Planning LLC | 5,644 | $228K | 0.2% | N/A | 0.019% | |
| 8/1/2025 | Rossby Financial LCC | 196,276 | $7.93M | 2.9% | +1.9% | 0.665% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 356,976 | $14.42M | 0.0% | +527.5% | 1.210% | |
| 7/31/2025 | Trademark Financial Management LLC | 72,304 | $2.92M | 1.8% | +270.1% | 0.245% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 40,180 | $1.62M | 1.4% | +13.6% | 0.136% | |
| 7/30/2025 | Brookstone Capital Management | 5,164 | $209K | 0.0% | -46.3% | 0.018% | |
| 7/30/2025 | Retirement Planning Group LLC | 2,386,771 | $96.43M | 4.1% | +1.2% | 8.091% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 5,280 | $213K | 0.1% | N/A | 0.018% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 5,432 | $219K | 0.0% | N/A | 0.018% | |
| 7/29/2025 | Angeles Wealth Management LLC | 30,072 | $1.22M | 0.1% | N/A | 0.102% | |
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| 7/29/2025 | Financial Guidance Group Inc. | 31,969 | $1.29M | 0.6% | N/A | 0.108% | |
| 7/28/2025 | Mutual Advisors LLC | 25,267 | $1.03M | 0.0% | +4.5% | 0.086% | |
| 7/28/2025 | Lunt Capital Management Inc. | 62,234 | $2.51M | 1.0% | +0.8% | 0.211% | |
| 7/25/2025 | Pandora Wealth Inc. | 45,188 | $1.83M | 1.1% | +0.7% | 0.153% | |
| 7/25/2025 | MGO One Seven LLC | 10,611 | $429K | 0.0% | -3.0% | 0.036% | |
| 7/25/2025 | Stephens Consulting LLC | 187,682 | $7.58M | 1.8% | +14.3% | 0.636% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 259,753 | $10.49M | 2.0% | +0.8% | 0.881% | |
| 7/25/2025 | CWM LLC | 31,665 | $1.28M | 0.0% | -27.0% | 0.107% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 8,583 | $347K | 0.0% | +21.3% | 0.029% | |
| 7/23/2025 | L.K. Benson & Company P.C. | 14,206 | $574K | 0.4% | +17.0% | 0.048% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 59,183 | $2.39M | 0.2% | -2.3% | 0.201% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 134,479 | $5.43M | 3.2% | -1.9% | 0.456% | |
| 7/23/2025 | Lansing Street Advisors | 37,230 | $1.50M | 0.4% | +25.8% | 0.126% | |
| 7/23/2025 | High Note Wealth LLC | 178,666 | $7.22M | 1.7% | +186.6% | 0.606% | |
| 7/23/2025 | Heck Capital Advisors LLC | 249,563 | $10.08M | 0.9% | +0.2% | 0.846% | |
| 7/22/2025 | Yardley Wealth Management LLC | 360,025 | $14.55M | 8.0% | -1.6% | 1.220% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 45,526 | $1.84M | 0.0% | +88.3% | 0.154% | |
| 7/21/2025 | Tanglewood Wealth Management Inc. | 1,107,772 | $44.75M | 4.4% | +48.6% | 3.755% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,133 | $86K | 0.0% | N/A | 0.007% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 416,007 | $16.81M | 5.9% | +107.5% | 1.410% | |
| 7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 685 | $28K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | HB Wealth Management LLC | 5,300 | $214K | 0.0% | N/A | 0.018% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 270,737 | $10.94M | 0.0% | +1.5% | 0.918% | |
| 7/17/2025 | Smith Anglin Financial LLC | 11,844 | $478K | 0.0% | -5.9% | 0.040% | |
| 7/17/2025 | XY Planning Network Inc. | 8,801 | $356K | 0.1% | N/A | 0.030% | |
| 7/16/2025 | Kathmere Capital Management LLC | 519,600 | $20.99M | 1.6% | +0.8% | 1.761% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 685 | $28K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 220,075 | $8.89M | 0.6% | +14.2% | 0.746% | |
| 7/15/2025 | EWG Elevate Inc. | 93,518 | $3.78M | 1.2% | N/A | 0.317% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,441 | $58K | 0.0% | -66.6% | 0.005% | |
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| 7/10/2025 | Redhawk Wealth Advisors Inc. | 8,046 | $325K | 0.0% | +4.5% | 0.027% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 85,799 | $3.47M | 0.3% | +57.6% | 0.291% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 422,619 | $17.07M | 2.6% | +26.0% | 1.433% | |
| 7/8/2025 | Prism Advisors Inc. | 28,337 | $1.15M | 0.3% | -39.0% | 0.096% | |
| 7/3/2025 | TrueWealth Advisors LLC | 128,729 | $5.20M | 1.5% | -4.5% | 0.436% | |
| 5/16/2025 | Ancora Advisors LLC | 2,624 | $92K | 0.0% | +24.4% | 0.009% | |
| 5/12/2025 | SouthState Corp | 29,937 | $1.05M | 0.0% | N/A | 0.107% | |
| 5/12/2025 | Pandora Wealth Inc. | 44,894 | $1.57M | 1.0% | N/A | 0.161% | |
| 5/7/2025 | Frontier Asset Management LLC | 80,771 | $2.83M | 0.8% | +118.6% | 0.290% | |
| 5/1/2025 | High Note Wealth LLC | 62,347 | $2.19M | 0.5% | +164.5% | 0.223% | |
| 5/1/2025 | Prism Advisors Inc. | 46,457 | $1.63M | 0.5% | -8.8% | 0.167% | |
| 4/29/2025 | Bank of New York Mellon Corp | 6,429 | $225K | 0.0% | N/A | 0.023% | |
| 4/29/2025 | Strategic Blueprint LLC | 24,006 | $841K | 0.0% | +63.1% | 0.086% | |
| 4/28/2025 | Rossby Financial LCC | 192,689 | $6.93M | 2.9% | +9.7% | 0.691% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 35,374 | $1.24M | 1.1% | +12.2% | 0.127% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 266,738 | $9.35M | 0.0% | -1.7% | 1.048% | |
| 4/8/2025 | Parallel Advisors LLC | 5,317 | $186K | 0.0% | -11.2% | 0.021% | |
| 2/17/2025 | Ancora Advisors LLC | 2,109 | $69K | 0.0% | N/A | 0.009% | |
| 2/13/2025 | Anchor Investment Management LLC | 5,714 | $187K | 0.0% | -9.3% | 0.024% | |
| 2/13/2025 | Rossby Financial LCC | 175,600 | $5.74M | 3.6% | N/A | 0.742% | |
| 2/12/2025 | OLD Mission Capital LLC | 422,423 | $13.81M | 0.2% | N/A | 1.786% | |
| 2/11/2025 | 1620 Investment Advisors Inc. | 58,203 | $1.90M | 1.4% | +4.6% | 0.246% | |
| 2/7/2025 | Frontier Asset Management LLC | 36,955 | $1.21M | 0.4% | +103.6% | 0.156% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,621 | $151K | 0.0% | +1,205.4% | 0.020% | |
| 2/5/2025 | Bull Oak Capital LLC | 13,743 | $449K | 0.2% | -92.5% | 0.058% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 31,516 | $1.03M | 0.8% | +4.5% | 0.133% | |
| 1/23/2025 | Strategic Blueprint LLC | 14,719 | $481K | 0.0% | N/A | 0.062% | |
| 1/22/2025 | Prism Advisors Inc. | 50,944 | $1.67M | 0.5% | +6.3% | 0.215% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 271,406 | $8.87M | 0.0% | -2.7% | 1.148% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 188,671 | $6.17M | 0.5% | +4.4% | 0.798% | |
| 1/13/2025 | AdvisorNet Financial Inc | 4,528 | $148K | 0.0% | -15.3% | 0.019% | |
| 11/21/2024 | Anchor Investment Management LLC | 6,297 | $225K | 0.0% | +20.8% | 0.027% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 60,122 | $2.15M | 0.0% | -11.7% | 0.254% | |
| 11/14/2024 | Captrust Financial Advisors | 12,691 | $454K | 0.0% | -2.3% | 0.054% | |
| 10/25/2024 | 1620 Investment Advisors Inc. | 55,630 | $1.99M | 1.4% | +1.3% | 0.235% | |
| 10/23/2024 | Bull Oak Capital LLC | 184,360 | $6.60M | 3.8% | +4.9% | 0.780% | |
| 10/19/2024 | Longview Financial Advisors Inc. | 30,170 | $1.08M | 0.8% | -1.7% | 0.128% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 29,923 | $984K | 0.9% | -2.5% | 0.127% | |
| 10/11/2024 | ORG Partners LLC | 1,000 | $36K | 0.0% | N/A | 0.004% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 180,660 | $6.46M | 0.5% | +2.1% | 0.764% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 25,825 | $912K | 0.0% | +1.4% | 0.109% | |
| 8/10/2024 | Lumbard & Kellner LLC | 80,446 | $2.84M | 1.3% | -0.7% | 0.340% | |
| 7/26/2024 | Bank of New York Mellon Corp | 9,507 | $336K | 0.0% | N/A | 0.040% | |
| 7/23/2024 | 1620 Investment Advisors Inc. | 54,904 | $1.94M | 1.5% | +1.2% | 0.232% | |
| 7/18/2024 | Bull Oak Capital LLC | 175,679 | $6.21M | 4.0% | +15.1% | 0.743% | |
| 7/10/2024 | Prism Advisors Inc. | 48,147 | $1.70M | 0.5% | +2.6% | 0.204% | |
| 5/17/2024 | Lumbard & Kellner LLC | 81,004 | $2.73M | 1.3% | N/A | 0.343% | |
| 5/14/2024 | OLD Mission Capital LLC | 108,849 | $3.67M | 0.1% | +21.8% | 0.460% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 172,831 | $5.83M | 0.5% | +8.7% | 0.731% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 15,246 | $514K | 0.0% | N/A | 0.064% | |
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| 5/1/2024 | Janney Montgomery Scott LLC | 278,414 | $9.39M | 0.0% | N/A | 1.177% | |
| 4/11/2024 | Bull Oak Capital LLC | 152,675 | $5.15M | 3.5% | +25,135.5% | 0.760% | |
| 4/5/2024 | Prism Advisors Inc. | 46,944 | $1.58M | 0.5% | +4.1% | 0.234% | |
| 2/7/2024 | Ethos Financial Group LLC | 40,816 | $1.34M | 0.3% | N/A | 0.203% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 151,806 | $4.99M | 0.2% | -6.5% | 0.755% | |
| 2/5/2024 | Stegent Equity Advisors Inc. | 106,336 | $3.50M | 4.1% | -27.2% | 0.529% | |
| 2/5/2024 | Islay Capital Management LLC | 31,902 | $1.05M | 0.8% | -2.9% | 0.159% | |
| 2/5/2024 | Magnus Financial Group LLC | 35,498 | $1.17M | 0.2% | +8.9% | 0.177% | |
| 2/2/2024 | Magnolia Capital Advisors LLC | 25,312 | $787K | 0.6% | N/A | 0.126% | |
| 2/1/2024 | Prism Advisors Inc. | 45,085 | $1.48M | 0.5% | +15.3% | 0.224% | |
