| 4/30/2025 | Axxcess Wealth Management LLC | 19,253 | $922K | 0.0% | +108.1% | 0.146% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 161,611 | $7.64M | 1.4% | +2.8% | 1.224% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 56,333 | $2.70M | 0.1% | +13.9% | 0.427% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 5,167 | $247K | 0.0% | -30.1% | 0.039% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 747,202 | $35.78M | 1.3% | +23.5% | 5.661% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 72,795 | $3.49M | 1.4% | +9.1% | 0.551% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 566,825 | $27.15M | 6.1% | +72.1% | 4.294% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 4,726 | $226K | 0.1% | N/A | 0.036% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 77,211 | $3.70M | 0.3% | +6.0% | 0.585% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 38,207 | $1.83M | 0.1% | +6.7% | 0.289% | |
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| 4/25/2025 | Hills Bank & Trust Co | 291,867 | $13.98M | 1.0% | +9.5% | 2.211% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 7,843 | $376K | 0.2% | -9.0% | 0.059% | |
| 4/23/2025 | International Assets Investment Management LLC | 18,146 | $869K | 0.0% | +12.8% | 0.137% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 78,609 | $3.77M | 0.7% | +5.4% | 0.596% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 46,095 | $2.21M | 0.4% | N/A | 0.349% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 31,628 | $1.52M | 0.0% | +2.2% | 0.240% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 24,783 | $1.19M | 0.6% | +8.5% | 0.188% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 40,869 | $1.96M | 0.0% | +24.5% | 0.310% | |
| 4/21/2025 | Brady Martz Wealth Solutions LLC | 10,323 | $494K | 0.1% | -5.9% | 0.078% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,577 | $267K | 0.0% | N/A | 0.042% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 6,947 | $333K | 0.2% | -12.9% | 0.053% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 124,468 | $5.96M | 0.3% | +0.9% | 0.943% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 5,998 | $287K | 0.0% | -13.7% | 0.045% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 14,662 | $702K | 0.0% | -5.4% | 0.111% | |
| 4/16/2025 | Marmo Financial Group LLC | 101,992 | $4.88M | 2.7% | +18.8% | 0.773% | |
| 4/16/2025 | Goldstone Financial Group LLC | 16,997 | $814K | 0.1% | +97.9% | 0.129% | |
| 4/15/2025 | ForthRight Wealth Management LLC | 303,646 | $14.54M | 4.9% | +2.3% | 2.300% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 22,909 | $1.10M | 0.0% | N/A | 0.174% | |
| 4/14/2025 | McCarthy & Cox | 365,940 | $17.53M | 7.6% | +1.6% | 2.772% | |
| 4/14/2025 | Broadway Wealth Solutions Inc. | 110,246 | $5.28M | 3.9% | +9.5% | 0.835% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 292,955 | $14.03M | 1.2% | +0.2% | 2.219% | |
| 4/14/2025 | LexAurum Advisors LLC | 83,431 | $4.00M | 0.8% | +4.5% | 0.632% | |
| 4/14/2025 | Sunflower Bank N.A. | 29,885 | $1.43M | 0.4% | -16.1% | 0.226% | |
| 4/11/2025 | Adamsbrown Wealth Consultants LLC | 90,460 | $4.33M | 1.4% | -2.4% | 0.712% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 8,751 | $419K | 0.1% | +58.9% | 0.069% | |
| 4/10/2025 | Gilman Hill Asset Management LLC | 8,000 | $383K | 0.1% | +14.3% | 0.063% | |
| 4/10/2025 | Financial Management Professionals Inc. | 117,048 | $5.61M | 0.7% | +6.4% | 0.922% | |
| 4/10/2025 | CGN Advisors LLC | 190,032 | $9.10M | 0.9% | -37.8% | 1.496% | |
| 4/9/2025 | Fiduciary Alliance LLC | 136,466 | $6.54M | 0.6% | +69.9% | 1.075% | |
| 4/3/2025 | First Citizens Financial Corp | 27,150 | $1.30M | 0.7% | +3.7% | 0.214% | |
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| 4/1/2025 | Hobart Private Capital LLC | 85,489 | $4.09M | 1.0% | -7.3% | 0.673% | |
| 2/24/2025 | United Advisor Group LLC | 4,882 | $231K | 0.0% | N/A | 0.040% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 11,242 | $531K | 0.0% | N/A | 0.093% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 13,406 | $634K | 0.0% | N/A | 0.144% | |
| 2/17/2025 | Waverly Advisors LLC | 50,008 | $2.36M | 0.0% | +6.9% | 0.538% | |
| 2/17/2025 | Cetera Investment Advisers | 79,825 | $3.77M | 0.0% | +17.4% | 0.858% | |
| 2/17/2025 | Captrust Financial Advisors | 85,188 | $4.03M | 0.0% | +10.5% | 0.916% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 38,937 | $1.84M | 0.1% | N/A | 0.419% | |
| 2/17/2025 | Baird Financial Group Inc. | 180,940 | $8.55M | 0.0% | -1.0% | 1.946% | |
| 2/17/2025 | Bank of America Corp DE | 471,790 | $22.30M | 0.0% | +3.7% | 5.073% | |
| 2/17/2025 | Advocacy Wealth Management Services LLC | 4,824 | $228K | 0.0% | -13.5% | 0.052% | |
| 2/14/2025 | Berger Financial Group Inc | 24,931 | $1.18M | 0.1% | N/A | 0.268% | |
| 2/14/2025 | Brasada Capital Management LP | 9,134 | $429K | 0.1% | -18.1% | 0.098% | |
| 2/14/2025 | Stifel Financial Corp | 8,599 | $406K | 0.0% | +18.7% | 0.092% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,388 | $349K | 0.0% | -3.0% | 0.079% | |
| 2/14/2025 | Freedom Investment Management Inc. | 45,656 | $2.16M | 0.2% | +2.4% | 0.491% | |
| 2/13/2025 | Mariner LLC | 36,423 | $1.72M | 0.0% | +4.7% | 0.392% | |
| 2/13/2025 | Raymond James Financial Inc. | 306,140 | $14.47M | 0.0% | N/A | 3.292% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 50,033 | $2.37M | 0.0% | +163.6% | 0.538% | |
| 2/12/2025 | Broadway Wealth Solutions Inc. | 100,716 | $4.76M | 3.6% | N/A | 1.083% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 74,607 | $3.53M | 0.7% | N/A | 0.802% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,977 | $93K | 0.0% | +137.6% | 0.021% | |
| 2/12/2025 | PKS Advisory Services LLC | 10,515 | $497K | 0.1% | N/A | 0.113% | |
| 2/11/2025 | LPL Financial LLC | 172,592 | $8.16M | 0.0% | +14.0% | 1.856% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 113,961 | $5.39M | 0.0% | +4.6% | 1.225% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 9,254 | $437K | 0.0% | N/A | 0.100% | |
| 2/10/2025 | Hills Bank & Trust Co | 266,449 | $12.59M | 0.9% | +18.9% | 2.865% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 31,131 | $1.47M | 0.0% | +14.2% | 0.335% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 169,874 | $8.03M | 0.1% | +44.0% | 1.827% | |
| 2/7/2025 | PFG Advisors | 7,031 | $332K | 0.0% | -9.1% | 0.076% | |
| 2/7/2025 | HighTower Advisors LLC | 254,596 | $12.03M | 0.0% | +1.2% | 2.738% | |
| 2/7/2025 | Prosperity Wealth Management Inc. | 7,973 | $377K | 0.2% | +10.1% | 0.086% | |
| 2/7/2025 | Avantax Planning Partners Inc. | 604,912 | $28.59M | 1.0% | +25.3% | 6.504% | |
| 2/6/2025 | Raymond James Financial Inc. | 306,140 | $14.47M | 0.0% | N/A | 3.292% | |
| 2/6/2025 | SPC Financial Inc. | 9,717 | $459K | 0.0% | -3.6% | 0.104% | |
| 2/5/2025 | Halbert Hargrove Global Advisors LLC | 123,395 | $5.83M | 0.3% | +2.8% | 1.327% | |
| 2/5/2025 | Jacobi Capital Management LLC | 32,777 | $1.55M | 0.1% | +17.5% | 0.352% | |
| 2/5/2025 | Acima Private Wealth LLC | 184,274 | $8.71M | 2.9% | +1.2% | 1.981% | |
| 2/5/2025 | Verus Capital Partners LLC | 104,549 | $4.94M | 0.4% | -1.6% | 1.124% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 30,941 | $1.46M | 0.0% | +2.6% | 0.333% | |
| 2/4/2025 | Mainstay Capital Management LLC ADV | 5,579 | $264K | 0.0% | -4.7% | 0.060% | |
| 2/3/2025 | Private Advisor Group LLC | 43,739 | $2.07M | 0.0% | +66.6% | 0.470% | |
| 1/31/2025 | Treasure Coast Financial Planning | 116,297 | $5.50M | 3.6% | -4.8% | 1.251% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 24,572 | $1.16M | 0.0% | N/A | 0.264% | |
| 1/28/2025 | Hobart Private Capital LLC | 92,228 | $4.36M | 1.1% | +0.8% | 0.992% | |
| 1/28/2025 | Windsor Capital Management LLC | 145,628 | $6.88M | 2.0% | -0.9% | 1.566% | |
| 1/27/2025 | Etesian Wealth Advisors Inc. | 8,619 | $407K | 0.2% | -49.2% | 0.093% | |
| 1/27/2025 | Bleakley Financial Group LLC | 126,978 | $6.00M | 0.2% | -4.1% | 1.365% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 49,457 | $2.34M | 0.1% | +5.1% | 0.532% | |
| 1/24/2025 | FSM Wealth Advisors LLC | 329,446 | $15.58M | 3.8% | +21.3% | 3.542% | |
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| 1/24/2025 | Adamsbrown Wealth Consultants LLC | 92,728 | $4.38M | 1.5% | -72.8% | 0.997% | |
| 1/24/2025 | SYM FINANCIAL Corp | 33,572 | $1.59M | 0.2% | -1.0% | 0.361% | |
| 1/23/2025 | Marmo Financial Group LLC | 85,856 | $4.06M | 2.2% | +2.0% | 0.923% | |
| 1/23/2025 | White & Co Financial Planning Inc | 64,310 | $3.04M | 2.6% | N/A | 0.692% | |
| 1/22/2025 | Wetzel Investment Advisors Inc. | 22,832 | $1.08M | 0.5% | +6.3% | 0.246% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 19,654 | $929K | 0.0% | +3.1% | 0.211% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 15,494 | $732K | 0.0% | +5.9% | 0.167% | |
| 1/21/2025 | Atlas Private Wealth Advisors | 6,950 | $328K | 0.0% | -13.2% | 0.075% | |
| 1/21/2025 | LexAurum Advisors LLC | 79,869 | $3.78M | 0.7% | +3.6% | 0.859% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 157,230 | $7.45M | 1.3% | -0.9% | 1.691% | |
