| 5/16/2025 | Arete Wealth Advisors LLC | 10,133 | $303K | 0.0% | -19.6% | 0.203% | |
| 5/14/2025 | PKS Advisory Services LLC | 9,919 | $296K | 0.1% | -79.7% | 0.199% | |
| 5/14/2025 | Kestra Advisory Services LLC | 55,240 | $1.65M | 0.0% | +34.9% | 1.109% | |
| 5/14/2025 | Tradition Wealth Management LLC | 282,955 | $8.45M | 0.7% | -0.8% | 5.682% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 218,477 | $6.54M | 0.5% | +7.6% | 4.387% | |
| 5/12/2025 | Berger Financial Group Inc | 107,850 | $3.22M | 0.2% | -8.2% | 2.166% | |
| 5/8/2025 | MGO One Seven LLC | 107,829 | $3.22M | 0.1% | -16.8% | 2.187% | |
| 5/7/2025 | Your Advocates Ltd. LLP | 20,379 | $609K | 0.2% | +14.9% | 0.413% | |
| 5/6/2025 | Cetera Investment Advisers | 20,180 | $603K | 0.0% | +8.0% | 0.409% | |
| 5/6/2025 | AE Wealth Management LLC | 11,574 | $346K | 0.0% | -94.9% | 0.235% | |
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| 5/5/2025 | Impact Partnership Wealth LLC | 14,846 | $443K | 0.1% | -16.3% | 0.301% | |
| 5/1/2025 | CWM LLC | 98,794 | $2.95M | 0.0% | +101.7% | 2.004% | |
| 4/30/2025 | Trek Financial LLC | 24,483 | $731K | 0.1% | -2.4% | 0.497% | |
| 4/29/2025 | Strategic Blueprint LLC | 54,684 | $1.63M | 0.1% | -7.2% | 1.109% | |
| 4/29/2025 | Brookstone Capital Management | 68,276 | $2.04M | 0.0% | -5.2% | 1.385% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 75,601 | $2.26M | 1.6% | -1.3% | 1.533% | |
| 4/23/2025 | Spire Wealth Management | 56,359 | $1.68M | 0.1% | -10.6% | 1.143% | |
| 4/23/2025 | IMG Wealth Management Inc. | 30,177 | $901K | 0.8% | -1.7% | 0.612% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 104,475 | $3.12M | 0.6% | -20.3% | 2.119% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 26,262 | $784K | 0.0% | -6.3% | 0.533% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 8,102 | $233K | 0.2% | -41.6% | 0.164% | |
| 4/21/2025 | LifeWealth Investments LLC | 7,048 | $210K | 0.1% | -95.0% | 0.143% | |
| 4/15/2025 | Chris Bulman Inc | 10,867 | $324K | 0.2% | -4.8% | 0.272% | |
| 4/15/2025 | Central Valley Advisors LLC | 66,525 | $1.99M | 0.8% | +191.2% | 1.663% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 8,122 | $243K | 0.1% | N/A | 0.203% | |
| 4/14/2025 | City Center Advisors LLC | 17,271 | $516K | 0.6% | +4.7% | 0.432% | |
| 4/11/2025 | KFG Wealth Management LLC | 188,739 | $5.64M | 1.0% | -7.8% | 4.718% | |
| 4/10/2025 | SMI Advisory Services LLC | 3,443 | $98K | 0.0% | N/A | 0.086% | |
| 4/9/2025 | RFG Advisory LLC | 12,811 | $383K | 0.0% | N/A | 0.320% | |
| 4/9/2025 | Milestone Asset Management LLC | 13,589 | $406K | 0.1% | -5.0% | 0.340% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 15,193 | $468K | 0.2% | N/A | 0.357% | |
| 2/26/2025 | LifeWealth Investments LLC | 140,718 | $4.34M | 2.9% | N/A | 3.311% | |
| 2/25/2025 | Armis Advisers LLC | 27,798 | $857K | 0.1% | N/A | 0.654% | |
| 2/17/2025 | Cetera Investment Advisers | 18,693 | $576K | 0.0% | -10.1% | 0.370% | |
| 2/17/2025 | Citadel Advisors LLC | 18,712 | $577K | 0.0% | -5.7% | 0.371% | |
| 2/14/2025 | Triumph Capital Management | 57,886 | $1.79M | 0.6% | -26.7% | 1.146% | |
| 2/14/2025 | Berger Financial Group Inc | 117,501 | $3.62M | 0.2% | +0.7% | 2.327% | |
| 2/14/2025 | MGO One Seven LLC | 129,628 | $4.00M | 0.2% | -0.3% | 2.567% | |
| 2/14/2025 | Tradition Wealth Management LLC | 285,354 | $8.80M | 0.8% | -3.4% | 5.651% | |
| 2/13/2025 | SageView Advisory Group LLC | 23,495 | $725K | 0.0% | N/A | 0.465% | |
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| 2/13/2025 | Raymond James Financial Inc. | 48,169 | $1.49M | 0.0% | N/A | 0.954% | |
| 2/13/2025 | Trek Financial LLC | 25,088 | $774K | 0.1% | -4.4% | 0.497% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 38,456 | $1.19M | 0.0% | -13.9% | 0.762% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 12,604 | $389K | 0.0% | -8.3% | 0.250% | |
| 2/12/2025 | OLD Mission Capital LLC | 16,617 | $512K | 0.0% | N/A | 0.329% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 131,129 | $4.04M | 0.8% | N/A | 2.597% | |
| 2/12/2025 | PKS Advisory Services LLC | 48,970 | $1.51M | 0.4% | N/A | 0.970% | |
| 2/11/2025 | LPL Financial LLC | 31,335 | $966K | 0.0% | +6.4% | 0.620% | |
| 2/10/2025 | IMG Wealth Management Inc. | 30,701 | $947K | 0.9% | N/A | 0.608% | |
| 2/10/2025 | Harbour Investments Inc. | 4,706 | $145K | 0.0% | +19.9% | 0.093% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 253,260 | $7.81M | 0.0% | -9.3% | 5.015% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 12,168 | $375K | 0.0% | -7.9% | 0.241% | |
| 2/6/2025 | Raymond James Financial Inc. | 48,169 | $1.49M | 0.0% | N/A | 0.954% | |
| 2/5/2025 | Kellett Wealth Advisors LLC | 76,601 | $2.36M | 1.6% | -0.9% | 1.517% | |
| 2/3/2025 | RPS Advisory Solutions LLC | 25,199 | $777K | 0.5% | -1.8% | 0.499% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 203,027 | $6.26M | 0.2% | +7.5% | 4.020% | |
| 1/31/2025 | Truist Financial Corp | 89,475 | $2.76M | 0.0% | -7.3% | 1.772% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 13,862 | $435K | 0.4% | -24.6% | 0.274% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 12,375 | $382K | 0.0% | -3.1% | 0.245% | |
| 1/28/2025 | Archer Investment Corp | 6,529 | $201K | 0.1% | -4.9% | 0.129% | |
| 1/24/2025 | Spire Wealth Management | 63,072 | $1.95M | 0.1% | -11.4% | 1.249% | |
| 1/23/2025 | Milestone Asset Management LLC | 14,303 | $441K | 0.1% | +4.1% | 0.283% | |
| 1/23/2025 | Strategic Blueprint LLC | 58,906 | $1.82M | 0.1% | -2.3% | 1.166% | |
| 1/21/2025 | KFG Wealth Management LLC | 204,644 | $6.31M | 1.2% | -9.7% | 4.052% | |
| 1/21/2025 | Impact Partnership Wealth LLC | 17,735 | $547K | 0.1% | N/A | 0.351% | |
| 1/17/2025 | Seros Financial LLC | 9,641 | $280K | 0.3% | N/A | 0.191% | |
| 1/15/2025 | Central Valley Advisors LLC | 22,849 | $705K | 0.3% | -4.5% | 0.452% | |
| 1/14/2025 | Accurate Wealth Management LLC | 7,525 | $231K | 0.0% | -39.4% | 0.149% | |
| 1/13/2025 | Brookstone Capital Management | 72,040 | $2.22M | 0.0% | -89.5% | 1.427% | |
| 1/7/2025 | FC Advisory LLC | 6,575 | $203K | 0.1% | N/A | 0.130% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,741 | $143K | 0.0% | +619.4% | 0.094% | |
| 11/25/2024 | World Investment Advisors LLC | 70,325 | $2.12M | 0.1% | -1.1% | 1.393% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 13,746 | $415K | 0.0% | -17.2% | 0.272% | |
| 11/15/2024 | Jane Street Group LLC | 12,930 | $390K | 0.0% | -54.5% | 0.256% | |
| 11/14/2024 | Tradition Wealth Management LLC | 295,547 | $8.93M | 0.8% | -0.8% | 5.852% | |
| 11/6/2024 | Archer Investment Corp | 6,869 | $207K | 0.1% | -87.1% | 0.136% | |
| 10/25/2024 | Strategic Blueprint LLC | 60,266 | $1.82M | 0.1% | -24.3% | 1.193% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 16,582 | $501K | 0.3% | -32.5% | 0.328% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 8,130 | $246K | 0.1% | -9.6% | 0.161% | |
| 10/22/2024 | Chris Bulman Inc | 7,189 | $217K | 0.1% | -44.9% | 0.142% | |
| 10/21/2024 | Castleview Partners LLC | 1,265 | $38K | 0.0% | -43.7% | 0.025% | |
| 10/8/2024 | CWM LLC | 34,405 | $1.04M | 0.0% | +755.0% | 0.681% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 188,842 | $5.70M | 0.5% | +3.6% | 3.739% | |
| 10/8/2024 | Brookstone Capital Management | 685,962 | $20.72M | 0.3% | +6.5% | 13.583% | |
| 10/5/2024 | Central Valley Advisors LLC | 23,924 | $723K | 0.4% | -12.9% | 0.474% | |
| 9/23/2024 | Centaurus Financial Inc. | 19,115 | $555K | 0.0% | -33.6% | 0.379% | |
| 8/28/2024 | Souders Financial Advisors | 12,846 | $373K | 0.1% | +38.9% | 0.254% | |
| 8/27/2024 | Dana Investment Advisors Inc. | 21,865 | $635K | 0.0% | N/A | 0.433% | |
| 8/21/2024 | Truist Financial Corp | 97,896 | $2.84M | 0.0% | +74.0% | 1.939% | |
| 8/13/2024 | AE Wealth Management LLC | 315,987 | $9.18M | 0.1% | +1,939.2% | 6.257% | |
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| 8/8/2024 | Envestnet Asset Management Inc. | 154,696 | $4.49M | 0.0% | +1,012.2% | 3.063% | |
| 8/7/2024 | MGO One Seven LLC | 149,977 | $4.36M | 0.2% | +50.0% | 2.970% | |
| 8/7/2024 | Bright Futures Wealth Management LLC. | 19,107 | $550K | 0.3% | -5.4% | 0.378% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 914 | $27K | 0.0% | N/A | 0.018% | |
| 8/6/2024 | Chris Bulman Inc | 13,054 | $379K | 0.3% | N/A | 0.258% | |
| 8/2/2024 | Archer Investment Corp | 53,238 | $1.55M | 0.5% | +80.5% | 1.054% | |
| 7/31/2024 | Spire Wealth Management | 82,951 | $2.41M | 0.1% | +585.5% | 1.643% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 282,750 | $8.21M | 0.0% | +34.1% | 5.599% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 59,370 | $1.72M | 0.1% | N/A | 1.176% | |
| 7/27/2024 | Strategic Blueprint LLC | 79,657 | $2.31M | 0.2% | +43.1% | 1.577% | |
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