| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 178,626 | $2.41M | 0.6% | +3.7% | 1.570% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 218,744 | $2.95M | 2.3% | +124.9% | 1.922% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 636,738 | $8.59M | 4.1% | +11.1% | 5.595% | |
| 7/14/2025 | Stapp Wealth Management Pllc | 279,978 | $3.78M | 5.4% | -0.5% | 2.471% | |
| 5/19/2025 | Jane Street Group LLC | 42,534 | $563K | 0.0% | +202.5% | 0.363% | |
| 5/15/2025 | OLD Mission Capital LLC | 16,430 | $217K | 0.0% | N/A | 0.140% | |
| 5/13/2025 | Heck Capital Advisors LLC | 341,039 | $4.51M | 0.5% | N/A | 2.907% | |
| 5/8/2025 | FSA Advisors Inc. | 12,807 | $169K | 0.1% | N/A | 0.109% | |
| 5/6/2025 | AE Wealth Management LLC | 1,588,484 | $21.02M | 0.2% | +56.1% | 13.462% | |
| 5/5/2025 | Csenge Advisory Group | 27,596 | $363K | 0.0% | +132.7% | 0.234% | |
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| 5/5/2025 | Transce3nd LLC | 3,714 | $49K | 0.0% | +32.5% | 0.031% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 4,742 | $63K | 0.1% | N/A | 0.040% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 6,282 | $83K | 0.1% | +779.8% | 0.053% | |
| 5/1/2025 | Park Square Financial Group LLC | 3,023 | $40K | 0.0% | +238.9% | 0.026% | |
| 4/29/2025 | SMART Wealth LLC | 21,480 | $284K | 0.1% | +45.6% | 0.182% | |
| 4/28/2025 | Straight Path Wealth Management | 11,769 | $156K | 0.1% | +9.0% | 0.100% | |
| 4/28/2025 | FSR Wealth Management Ltd. | 12,923 | $171K | 0.2% | N/A | 0.110% | |
| 4/24/2025 | Kingdom Financial Group LLC. | 16,371 | $217K | 0.2% | N/A | 0.139% | |
| 4/23/2025 | Professional Financial Advisors LLC | 20,532 | $272K | 0.1% | +5.1% | 0.174% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 146,201 | $1.93M | 0.0% | +1,182.5% | 1.239% | |
| 4/22/2025 | Stapp Wealth Management Pllc | 281,309 | $3.72M | 5.7% | +7.1% | 2.384% | |
| 4/21/2025 | LifeWealth Investments LLC | 40,545 | $536K | 0.2% | +132.8% | 0.344% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 113,372 | $1.50M | 0.2% | +80.3% | 0.982% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 117,932 | $1.56M | 1.3% | +153.4% | 1.021% | |
| 4/17/2025 | Howard Bailey Securities LLC | 104,563 | $1.38M | 0.6% | +39.9% | 0.905% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 97,283 | $1.29M | 0.7% | N/A | 0.842% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 10,452 | $138K | 0.0% | N/A | 0.090% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 573,169 | $7.58M | 3.8% | +63.0% | 4.963% | |
| 4/9/2025 | Mid American Wealth Advisory Group Inc. | 254,167 | $3.36M | 1.8% | +6.8% | 2.201% | |
| 2/27/2025 | XY Planning Network Inc. | 20,823 | $256K | 0.2% | N/A | 0.233% | |
| 2/26/2025 | LifeWealth Investments LLC | 17,413 | $214K | 0.1% | N/A | 0.195% | |
| 2/26/2025 | Capital A Wealth Management LLC | 2,842 | $35K | 0.1% | N/A | 0.032% | |
| 2/14/2025 | Jane Street Group LLC | 14,063 | $173K | 0.0% | -11.0% | 0.433% | |
| 2/14/2025 | Transce3nd LLC | 2,804 | $34K | 0.0% | N/A | 0.086% | |
| 2/11/2025 | Simplify Asset Management Inc. | 3,843,182 | $47.17M | 2.3% | -0.6% | 118.252% | |
| 2/6/2025 | Straight Path Wealth Management | 10,800 | $133K | 0.1% | N/A | 0.332% | |
| 2/3/2025 | Lloyd Advisory Services LLC. | 351,733 | $4.32M | 2.0% | +6.2% | 10.823% | |
| 1/29/2025 | Howard Bailey Securities LLC | 74,721 | $917K | 0.3% | +23.4% | 2.299% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 62,876 | $772K | 0.1% | +8.2% | 1.935% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 46,543 | $571K | 0.6% | +73.7% | 1.432% | |
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| 1/28/2025 | SMART Wealth LLC | 14,750 | $181K | 0.1% | N/A | 0.454% | |
| 1/22/2025 | Stapp Wealth Management Pllc | 262,741 | $3.23M | 5.0% | +6.7% | 8.084% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 140,121 | $1.72M | 0.5% | N/A | 4.311% | |
| 1/14/2025 | Professional Financial Advisors LLC | 19,544 | $240K | 0.1% | +7.6% | 0.601% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 66,530 | $817K | 0.2% | +19.2% | 2.047% | |
| 1/13/2025 | Mid American Wealth Advisory Group Inc. | 237,879 | $2.92M | 1.7% | N/A | 7.319% | |
| 11/15/2024 | Jane Street Group LLC | 15,803 | $227K | 0.0% | -77.0% | 0.486% | |
| 11/6/2024 | Simplify Asset Management Inc. | 3,866,164 | $55.56M | 2.6% | +14,248.4% | 118.959% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 58,105 | $835K | 0.1% | +31.5% | 1.788% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 55,835 | $802K | 0.2% | +75.8% | 1.718% | |
| 10/21/2024 | WJ Interests LLC | 636,071 | $9.14M | 4.0% | -0.9% | 19.571% | |
| 10/17/2024 | Harbour Capital Advisors LLC | 11,865 | $161K | 0.0% | N/A | 0.365% | |
| 10/10/2024 | Lloyd Advisory Services LLC. | 331,121 | $4.76M | 2.3% | +34.9% | 10.188% | |
| 10/8/2024 | Brookstone Capital Management | 16,258 | $234K | 0.0% | N/A | 0.500% | |
| 8/13/2024 | AE Wealth Management LLC | 567,603 | $7.35M | 0.1% | +21.9% | 17.465% | |
| 8/13/2024 | Simplify Asset Management Inc. | 26,945 | $349K | 0.0% | -27.7% | 0.829% | |
| 8/6/2024 | Lloyd Advisory Services LLC. | 245,426 | $3.18M | 1.5% | -61.5% | 7.552% | |
| 8/1/2024 | Elevated Capital Advisors LLC | 31,756 | $411K | 0.1% | N/A | 0.977% | |
| 7/16/2024 | WJ Interests LLC | 641,656 | $8.31M | 4.1% | -2.3% | 19.743% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 45,165 | $603K | 0.1% | -4.7% | 1.390% | |
| 4/25/2024 | Professional Financial Advisors LLC | 17,723 | $237K | 0.1% | -71.1% | 0.545% | |
| 4/19/2024 | Stapp Wealth Management Pllc | 224,612 | $3.00M | 5.2% | +6.6% | 6.911% | |
| 4/12/2024 | Lloyd Advisory Services LLC. | 637,328 | $8.51M | 1.7% | +246.2% | 17.225% | |
| 4/10/2024 | WJ Interests LLC | 656,763 | $8.77M | 4.6% | -6.3% | 17.750% | |
| 2/13/2024 | Lloyd Advisory Services LLC. | 184,079 | $2.62M | 1.2% | N/A | 4.975% | |
| 2/9/2024 | BlackDiamond Wealth Management LLC | 85,606 | $1.16M | 0.9% | N/A | 2.314% | |
| 1/26/2024 | B.O.S.S. Retirement Advisors LLC | 54,980 | $781K | 0.1% | +1.9% | 1.486% | |
| 1/23/2024 | Stapp Wealth Management Pllc | 210,734 | $3.00M | 5.0% | +4.6% | 5.696% | |
| 1/18/2024 | Great Lakes Retirement Inc. | 47,388 | $673K | 0.1% | -12.2% | 1.281% | |
| 1/18/2024 | Professional Financial Advisors LLC | 61,332 | $872K | 0.3% | +5.2% | 1.658% | |
| 1/17/2024 | WJ Interests LLC | 700,675 | $9.96M | 6.3% | -12.4% | 18.937% | |
| 1/8/2024 | B.O.S.S. Retirement Advisors LLC | 50,913 | $723K | 0.2% | -5.7% | 1.376% | |
| 11/15/2023 | Stapp Wealth Management Pllc | 201,395 | $2.56M | 4.9% | +0.5% | 5.443% | |
| 11/13/2023 | Regal Investment Advisors LLC | 13,721 | $174K | 0.0% | N/A | 0.371% | |
| 10/25/2023 | Professional Financial Advisors LLC | 58,300 | $741K | 0.3% | N/A | 1.576% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 23,619 | $300K | 0.0% | -54.6% | 0.638% | |
| 10/17/2023 | B.O.S.S. Retirement Advisors LLC | 53,976 | $686K | 0.1% | +5.3% | 1.459% | |
| 10/16/2023 | WJ Interests LLC | 799,453 | $10.16M | 7.1% | +17.5% | 21.607% | |
| 10/11/2023 | AE Wealth Management LLC | 937,541 | $11.92M | 0.1% | +12.5% | 25.339% | |
| 8/3/2023 | Great Lakes Retirement Inc. | 56,315 | $831K | 0.1% | N/A | 1.522% | |
| 7/25/2023 | Stapp Wealth Management Pllc | 200,352 | $2.95M | 5.8% | +2.3% | 5.565% | |
| 7/24/2023 | WJ Interests LLC | 680,450 | $10.17M | 6.7% | -1.1% | 18.901% | |
| 7/21/2023 | RHS Financial LLC | 16,821 | $247K | 0.2% | -5.9% | 0.467% | |
| 7/20/2023 | Authentikos Wealth Advisory LLC | 15,346 | $226K | 0.2% | N/A | 0.426% | |
| 7/11/2023 | Brookstone Capital Management | 10,296 | $144K | 0.0% | N/A | 0.286% | |
| 7/10/2023 | B.O.S.S. Retirement Advisors LLC | 51,244 | $753K | 0.2% | N/A | 1.423% | |
| 7/10/2023 | AE Wealth Management LLC | 833,581 | $12.25M | 0.1% | N/A | 23.155% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 194,315 | $3.16M | 0.1% | +21.8% | 8.096% | |
| 5/10/2023 | Simplify Asset Management Inc. | 155,708 | $2.53M | 0.4% | -59.8% | 6.488% | |
| 4/27/2023 | RHS Financial LLC | 17,884 | $291K | 0.2% | -4.3% | 0.745% | |
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| 4/21/2023 | Stapp Wealth Management Pllc | 195,842 | $3.19M | 4.4% | +1,303.9% | 8.160% | |
| 4/13/2023 | WJ Interests LLC | 687,803 | $11.31M | 7.8% | +7.2% | 29.268% | |
| 3/6/2023 | OLD Mission Capital LLC | 38,750 | $587K | 0.0% | N/A | 0.000% | |
| 2/10/2023 | Simplify Asset Management Inc. | 387,447 | $5.87M | 0.9% | -60.3% | 0.000% | |
| 2/2/2023 | Resources Investment Advisors LLC. | 159,527 | $2.42M | 0.1% | +672.5% | 0.000% | |
| 1/24/2023 | Atlas Financial Advisors Inc. | 14,265 | $216K | 0.3% | N/A | 0.000% | |
| 1/24/2023 | RHS Financial LLC | 18,679 | $283K | 0.2% | -62.9% | 0.000% | |
| 1/19/2023 | WJ Interests LLC | 641,767 | $9.73M | 8.1% | +8.3% | 0.000% | |
| 11/8/2022 | Resources Investment Advisors LLC. | 20,650 | $315K | 0.0% | N/A | 0.000% | |
| 11/8/2022 | IFP Advisors Inc | 1,869 | $47K | 0.0% | N/A | 0.000% | |
