| 8/7/2025 | Blackston Financial Advisory Group LLC | 134,251 | $6.61M | 3.0% | +103.6% | 0.247% | |
| 8/7/2025 | PFG Advisors | 69,355 | $3.41M | 0.1% | +3.1% | 0.128% | |
| 8/7/2025 | Winthrop Capital Management LLC | 6,377 | $314K | 0.1% | -6.8% | 0.012% | |
| 8/6/2025 | Bensler LLC | 102,043 | $5.02M | 0.6% | -4.9% | 0.188% | |
| 8/6/2025 | AE Wealth Management LLC | 6,810,378 | $335.07M | 2.4% | +15.5% | 12.531% | |
| 8/6/2025 | Tradewinds LLC. | 16,867 | $830K | 0.6% | N/A | 0.031% | |
| 8/6/2025 | Golden State Wealth Management LLC | 111,516 | $5.49M | 0.7% | -0.6% | 0.205% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 14,592 | $718K | 0.1% | -7.2% | 0.027% | |
| 8/5/2025 | Trail Ridge Investment Advisors LLC | 280,971 | $13.82M | 6.7% | +4.4% | 0.517% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 34,014 | $1.67M | 0.4% | +56.4% | 0.063% | |
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| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,007 | $246K | 0.0% | -8.2% | 0.009% | |
| 8/4/2025 | Assetmark Inc. | 1,809 | $89K | 0.0% | -13.4% | 0.003% | |
| 8/4/2025 | Spire Wealth Management | 3,934 | $194K | 0.0% | +21.8% | 0.007% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 330,912 | $16.28M | 2.5% | +19.2% | 0.609% | |
| 8/4/2025 | Arkadios Wealth Advisors | 27,715 | $1.36M | 0.0% | -2.8% | 0.051% | |
| 8/4/2025 | World Investment Advisors | 13,881 | $683K | 0.0% | -8.8% | 0.026% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 131,771 | $6.48M | 0.0% | +86.4% | 0.242% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 513,425 | $25.26M | 3.8% | -0.3% | 0.945% | |
| 7/31/2025 | Leelyn Smith LLC | 769,279 | $37.85M | 6.2% | +2.4% | 1.415% | |
| 7/30/2025 | LifeWealth Investments LLC | 125,650 | $6.18M | 2.0% | +18.9% | 0.231% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 66,568 | $3.28M | 0.4% | -1.3% | 0.122% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 15,494 | $762K | 0.3% | +4.7% | 0.029% | |
| 7/30/2025 | Brookstone Capital Management | 26,569 | $1.31M | 0.0% | N/A | 0.049% | |
| 7/30/2025 | Triton Financial Group Inc | 25,380 | $1.25M | 0.9% | N/A | 0.047% | |
| 7/29/2025 | Burford Brothers Inc. | 267,007 | $13.14M | 6.0% | +21.8% | 0.491% | |
| 7/29/2025 | International Assets Investment Management LLC | 5,728 | $282K | 0.0% | +16.2% | 0.011% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 16,518 | $813K | 0.1% | -1.6% | 0.030% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 11,442 | $563K | 0.0% | +53.6% | 0.021% | |
| 7/28/2025 | Courier Capital LLC | 421,918 | $20.76M | 1.3% | -0.9% | 0.776% | |
| 7/25/2025 | Northwest Capital Management Inc | 722 | $36K | 0.0% | -27.4% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 42,157 | $2.07M | 0.0% | -9.1% | 0.078% | |
| 7/25/2025 | CWM LLC | 604,943 | $29.76M | 0.1% | -1.0% | 1.113% | |
| 7/25/2025 | Muirfield Wealth Advisors LLC | 6,023 | $296K | 0.2% | N/A | 0.011% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 36,844 | $1.81M | 0.0% | +1.5% | 0.068% | |
| 7/25/2025 | Apollon Wealth Management LLC | 73,266 | $3.61M | 0.1% | +15.3% | 0.135% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 26,721 | $1.32M | 0.6% | +258.2% | 0.049% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 17,547 | $863K | 0.1% | -2.7% | 0.032% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 48,377 | $2.38M | 0.2% | +44.1% | 0.090% | |
| 7/23/2025 | Friedenthal Financial | 86,631 | $4.26M | 2.3% | -3.0% | 0.160% | |
| 7/23/2025 | First Financial Group Corp | 108,528 | $5.34M | 5.2% | +1.7% | 0.201% | |
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| 7/23/2025 | Prime Capital Investment Advisors LLC | 64,283 | $3.16M | 0.0% | -45.6% | 0.119% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,507 | $419K | 0.0% | -22.8% | 0.016% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 56,973 | $2.80M | 0.1% | -2.1% | 0.106% | |
| 7/22/2025 | Accel Wealth Management | 236,649 | $11.64M | 3.9% | +6.7% | 0.438% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 8,507 | $419K | 0.1% | -22.8% | 0.016% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,416 | $168K | 0.0% | N/A | 0.006% | |
| 7/21/2025 | Sovereign Investment Advisors LLC | 681,397 | $33.53M | 9.2% | +0.4% | 1.262% | |
| 7/21/2025 | Mattern Capital Management LLC | 26,989 | $1.33M | 0.2% | +34.2% | 0.050% | |
| 7/18/2025 | Vicus Capital | 32,133 | $1.58M | 0.1% | +4.6% | 0.060% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 56,661 | $2.79M | 0.2% | +17.6% | 0.105% | |
| 7/18/2025 | Truist Financial Corp | 7,535 | $371K | 0.0% | +74.7% | 0.014% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 95,387 | $4.69M | 0.0% | +14.8% | 0.178% | |
| 7/17/2025 | Beacon Capital Management LLC | 4,105 | $202K | 0.0% | +93.8% | 0.008% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 4,917 | $242K | 0.1% | N/A | 0.009% | |
| 7/16/2025 | EdgeRock Capital LLC | 11,421 | $562K | 0.2% | +91.9% | 0.021% | |
| 7/16/2025 | Dakota Wealth Management | 17,180 | $845K | 0.0% | -30.4% | 0.032% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 285,803 | $14.06M | 10.2% | -14.6% | 0.534% | |
| 7/14/2025 | Golden State Equity Partners | 12,395 | $610K | 0.1% | N/A | 0.023% | |
| 7/14/2025 | Financial Enhancement Group LLC | 241,750 | $11.86M | 1.7% | -3.5% | 0.453% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 14,645 | $721K | 0.0% | -54.1% | 0.027% | |
| 7/14/2025 | Sowell Financial Services LLC | 39,509 | $1.94M | 0.1% | +2.9% | 0.074% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 5,997 | $295K | 0.1% | -21.1% | 0.011% | |
| 7/11/2025 | Farther Finance Advisors LLC | 27,001 | $1.33M | 0.0% | -81.1% | 0.051% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 197,302 | $9.71M | 1.2% | N/A | 0.370% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 148,438 | $7.28M | 0.0% | +100.6% | 0.278% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 202,758 | $9.98M | 0.7% | +2.5% | 0.380% | |
| 7/10/2025 | Focus Financial Network Inc. | 35,114 | $1.73M | 0.1% | +79.7% | 0.066% | |
| 7/10/2025 | Sovran Advisors LLC | 100,478 | $4.93M | 0.5% | -15.1% | 0.188% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 399,865 | $19.67M | 0.6% | +3.5% | 0.750% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 268,870 | $13.22M | 2.3% | -23.5% | 0.504% | |
| 7/8/2025 | Rise Advisors LLC | 203,800 | $10.03M | 4.0% | +0.5% | 0.382% | |
| 7/8/2025 | Atwood & Palmer Inc. | 1,080 | $53K | 0.0% | -88.3% | 0.002% | |
| 7/7/2025 | TruWealth Advisors LLC | 18,301 | $900K | 0.0% | +88.1% | 0.034% | |
| 6/2/2025 | Modern Wealth Management LLC | 37,024 | $1.82M | 0.1% | +1.1% | 0.072% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 544,033 | $26.74M | 0.9% | +1.2% | 1.027% | |
| 5/20/2025 | Belpointe Asset Management LLC | 11,017 | $541K | 0.0% | N/A | 0.021% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 133,001 | $6.54M | 5.5% | +3.5% | 0.251% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 11,017 | $541K | 0.1% | N/A | 0.021% | |
| 5/20/2025 | Focus Partners Wealth | 21,788 | $1.07M | 0.0% | -14.7% | 0.041% | |
| 5/16/2025 | Jones Financial Companies Lllp | 608 | $30K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Redwood Financial Network Corp | 66,975 | $3.29M | 2.5% | -1.2% | 0.126% | |
| 5/16/2025 | Rise Advisors LLC | 202,725 | $9.96M | 4.4% | +2.4% | 0.383% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 14,662 | $721K | 0.0% | -18.7% | 0.028% | |
| 5/15/2025 | Family Office Research LLC | 10,007 | $492K | 0.2% | -13.5% | 0.019% | |
| 5/15/2025 | Royal Bank of Canada | 639,720 | $31.44M | 0.0% | +9.7% | 1.208% | |
| 5/15/2025 | Calton & Associates Inc. | 23,771 | $1.17M | 0.3% | N/A | 0.045% | |
| 5/14/2025 | Comerica Bank | 39,642 | $1.95M | 0.0% | -10.0% | 0.075% | |
| 5/14/2025 | Kestra Advisory Services LLC | 163,040 | $8.01M | 0.0% | +48.8% | 0.308% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 38,917 | $1.91M | 1.2% | +8.1% | 0.073% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 147,440 | $7.25M | 0.1% | +2.0% | 0.278% | |
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| 5/13/2025 | Raymond James Financial Inc. | 1,017,082 | $49.99M | 0.0% | +5.6% | 1.921% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 514,863 | $25.31M | 4.6% | +36.6% | 0.972% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 51,152 | $2.51M | 0.1% | +0.8% | 0.097% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 21,754 | $1.07M | 1.4% | +19.8% | 0.041% | |
| 5/13/2025 | HighTower Advisors LLC | 164,323 | $8.08M | 0.0% | +6.0% | 0.310% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 53,476 | $2.63M | 0.7% | N/A | 0.103% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 46,402 | $2.28M | 0.0% | +201.0% | 0.089% | |
| 5/9/2025 | Advyzon Investment Management LLC | 6,321 | $311K | 0.1% | +6.8% | 0.012% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 7,459 | $367K | 0.2% | +11.1% | 0.014% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 65,672 | $3.23M | 1.0% | +14.9% | 0.126% | |
