| 5/1/2025 | Gateway Wealth Partners LLC | 148,349 | $6.84M | 1.5% | +13.4% | 0.021% | |
| 5/1/2025 | SteelPeak Wealth LLC | 1,336,425 | $61.58M | 2.6% | +9.4% | 0.186% | |
| 4/30/2025 | Christopher J. Hasenberg Inc | 1,843 | $85K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Sharkey Howes & Javer | 1,460,410 | $67.30M | 9.6% | -6.3% | 0.203% | |
| 4/30/2025 | Cerity Partners LLC | 177,296 | $8.17M | 0.0% | +4.7% | 0.025% | |
| 4/30/2025 | Phillips Financial Management LLC | 33,247 | $1.53M | 0.1% | -9.0% | 0.005% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 3,935 | $181K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 2,583,318 | $118.14M | 0.7% | -4.0% | 0.359% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 400,105 | $18.44M | 2.7% | -5.9% | 0.056% | |
| 4/30/2025 | CFO4Life Group LLC | 27,016 | $1.25M | 0.2% | -30.5% | 0.004% | |
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| 4/30/2025 | True Vision MN LLC | 392,384 | $18.08M | 10.8% | -2.9% | 0.055% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 38,816 | $1.79M | 0.1% | +10.0% | 0.005% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 7,903 | $364K | 0.0% | -55.3% | 0.001% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 8,022 | $370K | 0.1% | -59.0% | 0.001% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 8,525 | $388K | 0.1% | +15.6% | 0.001% | |
| 4/30/2025 | Principal Securities Inc. | 402,054 | $18.17M | 0.4% | +0.3% | 0.056% | |
| 4/30/2025 | Trek Financial LLC | 674,163 | $31.07M | 2.2% | +10.1% | 0.094% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 37,942 | $1.75M | 1.0% | +6.5% | 0.005% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 45,906 | $2.12M | 0.0% | -55.8% | 0.006% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 873,600 | $40.26M | 7.2% | -2.6% | 0.121% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 8,546 | $394K | 0.1% | -14.8% | 0.001% | |
| 4/30/2025 | Fullcircle Wealth LLC | 77,425 | $3.56M | 1.5% | -4.3% | 0.011% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 382,189 | $17.61M | 0.5% | +535.9% | 0.053% | |
| 4/29/2025 | Financial Counselors Inc. | 6,670 | $307K | 0.0% | -8.2% | 0.001% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 18,846 | $868K | 0.4% | -2.8% | 0.003% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 27,140 | $1.25M | 0.5% | -2.3% | 0.004% | |
| 4/29/2025 | Apex Wealth Management LLC | 9,626 | $444K | 0.4% | -88.0% | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 142,166,292 | $6.55B | 2.1% | +0.7% | 19.754% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 44,722 | $2.06M | 1.0% | -2.2% | 0.006% | |
| 4/29/2025 | Forte Asset Management LLC | 65,497 | $3.02M | 1.5% | N/A | 0.009% | |
| 4/29/2025 | Sutton Place Investors LLC | 49,840 | $2.30M | 1.5% | -5.7% | 0.007% | |
| 4/29/2025 | Quattro Financial Advisors LLC | 159,317 | $7.34M | 2.5% | -0.2% | 0.022% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 83,352 | $3.84M | 0.1% | -0.9% | 0.012% | |
| 4/29/2025 | Bank of New York Mellon Corp | 9,000,356 | $414.74M | 0.1% | +5.9% | 1.251% | |
| 4/29/2025 | Elite Financial Inc. | 281,553 | $12.97M | 6.9% | +9.1% | 0.039% | |
| 4/29/2025 | World Investment Advisors | 248,330 | $11.44M | 0.3% | +17.6% | 0.035% | |
| 4/29/2025 | Truist Financial Corp | 1,694,412 | $78.08M | 0.1% | +5.7% | 0.235% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 42,642 | $1.97M | 0.2% | +401.9% | 0.006% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 20,472 | $943K | 0.4% | -2.4% | 0.003% | |
| 4/29/2025 | Strategic Blueprint LLC | 734,298 | $33.84M | 1.8% | +8.0% | 0.102% | |
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| 4/29/2025 | Brookstone Capital Management | 588,526 | $27.12M | 0.4% | +1.1% | 0.082% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,704,818 | $355.04M | 4.2% | -0.1% | 1.071% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 884 | $41K | 0.0% | -98.1% | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 260,257 | $11.99M | 0.1% | -1.2% | 0.036% | |
| 4/28/2025 | Mutual Advisors LLC | 383,219 | $17.59M | 0.5% | +11.7% | 0.053% | |
| 4/28/2025 | Clark Asset Management LLC | 4,520 | $208K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Able Wealth Management LLC | 42,201 | $1.95M | 1.0% | +9.6% | 0.006% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 767,580 | $35.37M | 4.1% | +10.5% | 0.107% | |
| 4/28/2025 | First Horizon Advisors Inc. | 262,098 | $12.08M | 0.3% | +7.7% | 0.036% | |
| 4/28/2025 | Latitude Advisors LLC | 27,101 | $1.25M | 0.7% | +3.2% | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 46,254 | $2.13M | 0.2% | -13.6% | 0.006% | |
| 4/28/2025 | Swmg LLC | 296,657 | $13.62M | 5.4% | +136.4% | 0.041% | |
| 4/28/2025 | Fedenia Advisers LLC | 245,136 | $11.30M | 7.3% | -5.1% | 0.034% | |
| 4/28/2025 | Detalus Advisors LLC | 20,700 | $954K | 0.3% | -11.3% | 0.003% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 8,390 | $387K | 0.4% | N/A | 0.001% | |
| 4/28/2025 | Alterna Wealth Management Inc. | 77,125 | $3.55M | 2.7% | -4.1% | 0.011% | |
| 4/28/2025 | Keybank National Association OH | 947,390 | $43.66M | 0.2% | -0.5% | 0.132% | |
| 4/28/2025 | Rossby Financial LCC | 3,281 | $151K | 0.1% | N/A | 0.000% | |
| 4/28/2025 | Yukon Wealth Management Inc. | 153,396 | $7.07M | 2.9% | N/A | 0.021% | |
| 4/28/2025 | TCP Asset Management LLC | 7,818 | $360K | 0.1% | -4.9% | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 46,270 | $2.13M | 0.0% | +80.1% | 0.006% | |
| 4/28/2025 | Lansing Street Advisors | 92,697 | $4.27M | 1.4% | -6.2% | 0.013% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 91,375 | $4.21M | 0.4% | +17.9% | 0.013% | |
| 4/25/2025 | Mather Group LLC. | 16,939 | $781K | 0.0% | +11.6% | 0.002% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 256,758 | $11.83M | 1.5% | +6.8% | 0.036% | |
| 4/25/2025 | New Millennium Group LLC | 2,510 | $116K | 0.1% | +201.3% | 0.000% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 7,663 | $353K | 0.0% | N/A | 0.001% | |
| 4/25/2025 | Spinnaker Trust | 9,358 | $431K | 0.0% | -25.1% | 0.001% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 970,924 | $44.74M | 8.6% | -1.8% | 0.135% | |
| 4/25/2025 | Westside Investment Management Inc. | 125,054 | $5.76M | 1.2% | +4.3% | 0.017% | |
| 4/25/2025 | Argent Advisors Inc. | 31,543 | $1.45M | 0.5% | +11.4% | 0.004% | |
| 4/25/2025 | Valley National Advisers Inc. | 136,133 | $6.27M | 1.1% | -1.4% | 0.019% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 6,146 | $282K | 0.0% | -19.8% | 0.001% | |
| 4/25/2025 | Verity Asset Management Inc. | 5,779 | $266K | 0.1% | -20.6% | 0.001% | |
| 4/25/2025 | Hobbs Wealth Management LLC | 43,256 | $1.99M | 2.2% | -8.1% | 0.006% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 972,031 | $44.79M | 2.0% | +25.1% | 0.135% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 43,047 | $1.98M | 1.1% | -12.9% | 0.006% | |
| 4/25/2025 | Sovran Advisors LLC | 426,686 | $19.43M | 2.5% | +8.8% | 0.059% | |
| 4/25/2025 | RCS Financial Planning LLC | 132,378 | $6.10M | 3.2% | -14.3% | 0.018% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 19,945 | $919K | 0.2% | -9.4% | 0.003% | |
| 4/24/2025 | Golden State Wealth Management LLC | 12,379 | $570K | 0.1% | -9.6% | 0.002% | |
| 4/24/2025 | Financial Life Advisors | 333,132 | $15.35M | 5.7% | -23.0% | 0.046% | |
| 4/24/2025 | Tsfg LLC | 161,184 | $7.43M | 1.5% | +1.0% | 0.022% | |
| 4/24/2025 | Kingdom Financial Group LLC. | 10,064 | $464K | 0.3% | -13.5% | 0.001% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 27,123 | $1.25M | 0.2% | +1.6% | 0.004% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 55,857 | $2.57M | 0.2% | -6.4% | 0.008% | |
| 4/24/2025 | Diversified Trust Co | 6,010 | $277K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Park Place Capital Corp | 13,740 | $633K | 0.2% | -73.6% | 0.002% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 37,635 | $1.73M | 0.5% | +7.2% | 0.005% | |
| 4/24/2025 | Holistic Planning LLC | 5,190 | $239K | 0.1% | -5.6% | 0.001% | |
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| 4/24/2025 | Kraft Davis & Associates LLC | 8,792 | $399K | 0.1% | -52.7% | 0.001% | |
| 4/23/2025 | Western Financial Corp CA | 15,757 | $726K | 0.4% | -20.2% | 0.002% | |
| 4/23/2025 | Western Wealth Management LLC | 60,804 | $2.80M | 0.2% | +15.2% | 0.008% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 71,524 | $3.30M | 0.3% | -6.7% | 0.010% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 5,048 | $233K | 0.0% | +14.0% | 0.001% | |
| 4/23/2025 | Lifelong Wealth Advisors Inc. | 93,052 | $4.29M | 2.0% | -0.3% | 0.013% | |
| 4/23/2025 | TSA Wealth Managment LLC | 234,895 | $10.82M | 4.3% | -11.7% | 0.033% | |
| 4/23/2025 | Perigon Wealth Management LLC | 660,001 | $30.41M | 0.8% | -25.9% | 0.092% | |
| 4/23/2025 | Tyche Wealth Partners LLC | 13,925 | $642K | 0.1% | N/A | 0.002% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 5,600 | $258K | 0.1% | -4.6% | 0.001% | |
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