| 8/15/2025 | Orion Porfolio Solutions LLC | 49,381 | $1.55M | 0.0% | +145.7% | 0.726% | |
| 8/15/2025 | MML Investors Services LLC | 34,814 | $1.09M | 0.0% | N/A | 0.512% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 7,554 | $236K | 0.0% | N/A | 0.111% | |
| 8/14/2025 | Raymond James Financial Inc. | 48,109 | $1.51M | 0.0% | -2.5% | 0.707% | |
| 8/13/2025 | SageView Advisory Group LLC | 28,753 | $910K | 0.0% | +22.4% | 0.423% | |
| 8/13/2025 | Trek Financial LLC | 18,534 | $580K | 0.0% | -24.3% | 0.273% | |
| 8/8/2025 | Cetera Investment Advisers | 25,368 | $794K | 0.0% | +25.7% | 0.373% | |
| 8/8/2025 | WealthShield Partners LLC | 15,144 | $474K | 0.1% | +57.2% | 0.223% | |
| 8/6/2025 | AE Wealth Management LLC | 8,831 | $276K | 0.0% | -23.7% | 0.130% | |
| 8/6/2025 | RPS Advisory Solutions LLC | 22,103 | $692K | 0.4% | -11.2% | 0.325% | |
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| 8/6/2025 | Soltis Investment Advisors LLC | 10,964 | $343K | 0.0% | -6.5% | 0.161% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 238,495 | $7.47M | 0.7% | +9.2% | 3.507% | |
| 8/4/2025 | Prairie Wealth Advisors Inc. | 98,038 | $3.07M | 1.3% | N/A | 1.442% | |
| 8/4/2025 | Spire Wealth Management | 125,836 | $3.94M | 0.1% | +123.3% | 1.851% | |
| 8/4/2025 | Arkadios Wealth Advisors | 12,054 | $377K | 0.0% | N/A | 0.177% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 67,665 | $2.12M | 0.0% | +76.2% | 0.995% | |
| 7/30/2025 | Strategic Blueprint LLC | 53,443 | $1.67M | 0.1% | -2.3% | 0.786% | |
| 7/30/2025 | LifeWealth Investments LLC | 10,904 | $341K | 0.1% | +54.7% | 0.160% | |
| 7/30/2025 | Brookstone Capital Management | 1,896,502 | $59.36M | 0.8% | +2,677.7% | 27.890% | |
| 7/30/2025 | Retirement Planning Group LLC | 19,407 | $607K | 0.0% | N/A | 0.285% | |
| 7/30/2025 | IMG Wealth Management Inc. | 30,908 | $967K | 0.7% | +2.4% | 0.455% | |
| 7/28/2025 | Harbour Investments Inc. | 5,129 | $161K | 0.0% | +9.2% | 0.075% | |
| 7/28/2025 | RFG Advisory LLC | 10,805 | $338K | 0.0% | -15.7% | 0.159% | |
| 7/25/2025 | Kellett Wealth Advisors LLC | 79,721 | $2.50M | 1.6% | +5.4% | 1.172% | |
| 7/25/2025 | MGO One Seven LLC | 108,611 | $3.40M | 0.1% | +0.7% | 1.597% | |
| 7/25/2025 | CWM LLC | 127,549 | $3.99M | 0.0% | +29.1% | 1.876% | |
| 7/24/2025 | IFP Advisors Inc | 2,593 | $81K | 0.0% | -42.1% | 0.038% | |
| 7/22/2025 | Simplicity Wealth LLC | 13,456 | $421K | 0.0% | N/A | 0.198% | |
| 7/22/2025 | Berger Financial Group Inc | 106,131 | $3.32M | 0.2% | -1.6% | 1.561% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,682 | $115K | 0.0% | N/A | 0.054% | |
| 7/21/2025 | Seros Financial LLC | 6,514 | $204K | 0.1% | N/A | 0.096% | |
| 7/21/2025 | Triad Wealth Partners LLC | 8,839 | $277K | 0.1% | N/A | 0.130% | |
| 7/15/2025 | McAdam LLC | 24,561 | $769K | 0.0% | N/A | 0.361% | |
| 7/14/2025 | Gries Financial LLC | 19,749 | $618K | 0.1% | N/A | 0.290% | |
| 7/14/2025 | Chris Bulman Inc | 8,282 | $259K | 0.1% | -23.8% | 0.122% | |
| 7/14/2025 | KFG Wealth Management LLC | 187,362 | $5.86M | 0.9% | -0.7% | 2.755% | |
| 7/11/2025 | Lantz Financial LLC | 10,519 | $329K | 0.1% | N/A | 0.155% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 7,000 | $219K | 0.1% | N/A | 0.103% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 40,934 | $1.28M | 0.1% | N/A | 0.602% | |
| 7/9/2025 | Central Valley Advisors LLC | 73,014 | $2.29M | 0.8% | +9.8% | 1.074% | |
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| 7/3/2025 | City Center Advisors LLC | 16,244 | $508K | 0.5% | -5.9% | 0.239% | |
| 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% | |
| 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% | |
| 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% | |
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| 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% | |
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