| 7/22/2025 | MBL Wealth LLC | 124,014 | $4.64M | 0.4% | -0.4% | 3.100% | |
| 7/22/2025 | Berger Financial Group Inc | 70,989 | $2.66M | 0.2% | -10.2% | 1.775% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 904 | $34K | 0.0% | -65.4% | 0.023% | |
| 7/18/2025 | Truist Financial Corp | 18,582 | $695K | 0.0% | -17.7% | 0.465% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 7,028 | $263K | 0.2% | -19.1% | 0.176% | |
| 7/16/2025 | Old Port Advisors | 5,500 | $206K | 0.1% | N/A | 0.138% | |
| 7/14/2025 | Buska Wealth Management LLC | 11,603 | $434K | 0.1% | -27.8% | 0.290% | |
| 7/14/2025 | KFG Wealth Management LLC | 127,613 | $4.78M | 0.8% | -8.4% | 3.190% | |
| 7/9/2025 | Central Valley Advisors LLC | 40,468 | $1.51M | 0.5% | -3.7% | 1.012% | |
| 7/8/2025 | Advance Capital Management Inc. | 13,859 | $519K | 0.0% | -4.0% | 0.346% | |
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| 5/21/2025 | MBL Wealth LLC | 124,467 | $4.31M | 0.4% | -7.0% | 2.942% | |
| 5/19/2025 | SageView Advisory Group LLC | 11,604 | $402K | 0.0% | -29.7% | 0.274% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 8,421 | $292K | 0.0% | -22.0% | 0.199% | |
| 5/16/2025 | Talon Private Wealth LLC | 6,930 | $245K | 0.0% | -97.5% | 0.164% | |
| 5/15/2025 | OLD Mission Capital LLC | 24,359 | $843K | 0.0% | +32.8% | 0.576% | |
| 5/14/2025 | PKS Advisory Services LLC | 12,910 | $447K | 0.1% | -44.4% | 0.305% | |
| 5/14/2025 | Heritage Wealth Partners LLC | 20,375 | $705K | 1.1% | -8.4% | 0.482% | |
| 5/14/2025 | Kestra Advisory Services LLC | 139,392 | $4.83M | 0.0% | -15.6% | 3.295% | |
| 5/13/2025 | HighTower Advisors LLC | 11,390 | $394K | 0.0% | -18.5% | 0.269% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 125,223 | $4.35M | 0.3% | +14.2% | 2.960% | |
| 5/12/2025 | Berger Financial Group Inc | 79,089 | $2.74M | 0.2% | -3.3% | 1.870% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 13,307 | $462K | 0.0% | -8.6% | 0.315% | |
| 5/9/2025 | WealthShield Partners LLC | 33,510 | $1.16M | 0.1% | -17.8% | 0.792% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 14,148 | $490K | 0.0% | +19.8% | 0.334% | |
| 5/6/2025 | Cetera Investment Advisers | 24,006 | $831K | 0.0% | +7.8% | 0.568% | |
| 5/6/2025 | AE Wealth Management LLC | 3,692 | $128K | 0.0% | +25.7% | 0.087% | |
| 5/5/2025 | Archer Investment Corp | 152,460 | $5.28M | 1.4% | -3.7% | 3.604% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 12,752 | $441K | 0.0% | -4.1% | 0.301% | |
| 4/30/2025 | Trek Financial LLC | 7,349 | $254K | 0.0% | -79.0% | 0.174% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 71,128 | $2.46M | 0.0% | -39.0% | 1.682% | |
| 4/29/2025 | Strategic Blueprint LLC | 48,585 | $1.68M | 0.1% | -6.8% | 1.149% | |
| 4/29/2025 | Brookstone Capital Management | 115,615 | $4.00M | 0.1% | -91.9% | 2.733% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 19,387 | $671K | 0.1% | -92.1% | 0.458% | |
| 4/23/2025 | Spire Wealth Management | 13,175 | $456K | 0.0% | -24.4% | 0.311% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,022 | $1.25M | 0.0% | -13.9% | 0.852% | |
| 4/16/2025 | CRA Financial Services LLC | 24,930 | $863K | 0.1% | -3.9% | 0.580% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,714 | $267K | 0.0% | -29.6% | 0.179% | |
| 4/15/2025 | Central Valley Advisors LLC | 42,008 | $1.45M | 0.6% | -7.5% | 0.977% | |
| 4/15/2025 | Accurate Wealth Management LLC | 7,364 | $248K | 0.0% | -36.6% | 0.171% | |
| 4/15/2025 | Simplicity Wealth LLC | 10,329 | $358K | 0.0% | N/A | 0.240% | |
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| 4/14/2025 | Pallas Capital Advisors LLC | 24,747 | $857K | 0.0% | -77.8% | 0.576% | |
| 4/11/2025 | KFG Wealth Management LLC | 139,390 | $4.83M | 0.9% | -42.9% | 3.242% | |
| 4/10/2025 | Retirement Planning Group LLC | 22,503 | $779K | 0.0% | -4.4% | 0.523% | |
| 4/10/2025 | Diligent Investors LLC | 12,000 | $415K | 0.1% | -14.3% | 0.279% | |
| 4/9/2025 | Buska Wealth Management LLC | 16,081 | $557K | 0.2% | -8.1% | 0.374% | |
| 4/9/2025 | Milestone Asset Management LLC | 28,125 | $974K | 0.2% | -8.9% | 0.654% | |
| 4/9/2025 | Advance Capital Management Inc. | 14,432 | $500K | 0.0% | -29.2% | 0.336% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,100 | $38K | 0.0% | -77.9% | 0.026% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,964 | $389K | 0.0% | -23.2% | 0.249% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 5,411 | $192K | 0.1% | N/A | 0.115% | |
| 3/4/2025 | Buska Wealth Management LLC | 17,489 | $621K | 0.2% | -3.2% | 0.372% | |
| 2/18/2025 | Retirement Planning Group LLC | 23,538 | $836K | 0.0% | -8.6% | 0.380% | |
| 2/17/2025 | Wolverine Trading LLC | 7,656 | $273K | 0.0% | N/A | 0.123% | |
| 2/17/2025 | Diligent Investors LLC | 14,000 | $497K | 0.1% | -14.6% | 0.226% | |
| 2/17/2025 | Cetera Investment Advisers | 22,263 | $791K | 0.0% | -4.3% | 0.359% | |
| 2/14/2025 | Berger Financial Group Inc | 81,825 | $2.91M | 0.2% | -4.3% | 1.320% | |
| 2/14/2025 | Two Sigma Securities LLC | 16,610 | $590K | 0.1% | N/A | 0.268% | |
| 2/14/2025 | IHT Wealth Management LLC | 27,325 | $970K | 0.0% | -64.1% | 0.441% | |
| 2/13/2025 | Raymond James Financial Inc. | 118,639 | $4.21M | 0.0% | N/A | 1.914% | |
| 2/13/2025 | Advisory Services Network LLC | 8,520 | $303K | 0.0% | N/A | 0.137% | |
| 2/13/2025 | Trek Financial LLC | 35,008 | $1.24M | 0.1% | -37.0% | 0.565% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 116,545 | $4.14M | 0.0% | -33.0% | 1.880% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 10,798 | $383K | 0.0% | -10.4% | 0.174% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,345 | $651K | 0.0% | +63.3% | 0.296% | |
| 2/12/2025 | Riggs Capital Management LLC | 5,831 | $207K | 0.2% | N/A | 0.094% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 8,685 | $308K | 0.2% | -22.7% | 0.140% | |
| 2/12/2025 | PKS Advisory Services LLC | 23,205 | $824K | 0.2% | N/A | 0.374% | |
| 2/11/2025 | LPL Financial LLC | 17,751 | $630K | 0.0% | -9.7% | 0.286% | |
| 2/10/2025 | IMG Wealth Management Inc. | 6,101 | $217K | 0.2% | N/A | 0.098% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 173,782 | $6.17M | 0.0% | -0.5% | 2.803% | |
| 2/7/2025 | PFG Advisors | 15,027 | $534K | 0.0% | +2.3% | 0.242% | |
| 2/7/2025 | Novus Advisors LLC | 21,005 | $746K | 0.7% | N/A | 0.339% | |
| 2/6/2025 | Raymond James Financial Inc. | 118,639 | $4.21M | 0.0% | N/A | 1.914% | |
| 2/6/2025 | Dana Investment Advisors Inc. | 9,765 | $347K | 0.0% | N/A | 0.158% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 19,506 | $693K | 0.0% | -5.2% | 0.315% | |
| 2/4/2025 | WealthShield Partners LLC | 40,785 | $1.45M | 0.2% | -15.5% | 0.658% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 109,646 | $3.89M | 0.1% | +12.2% | 1.768% | |
| 1/30/2025 | Lakeridge Wealth Management LLC | 10,426 | $370K | 0.2% | -7.9% | 0.168% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,604 | $519K | 0.0% | -85.1% | 0.236% | |
| 1/29/2025 | Retirement Guys Formula LLC | 6,128 | $218K | 0.1% | -8.2% | 0.099% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 13,296 | $472K | 0.0% | -2.9% | 0.214% | |
| 1/28/2025 | Archer Investment Corp | 158,345 | $5.62M | 1.5% | -5.6% | 2.554% | |
| 1/27/2025 | Onyx Bridge Wealth Group LLC | 244,445 | $8.68M | 1.2% | -0.2% | 3.943% | |
| 1/27/2025 | Mather Group LLC. | 7,637 | $271K | 0.0% | -56.1% | 0.123% | |
| 1/24/2025 | Vantage Point Financial LLC | 13,394 | $476K | 0.3% | N/A | 0.216% | |
| 1/24/2025 | 4J Wealth Management LLC | 6,850 | $243K | 0.2% | -13.8% | 0.110% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 14,560 | $519K | 0.0% | -24.5% | 0.235% | |
| 1/23/2025 | Strategic Blueprint LLC | 52,117 | $1.85M | 0.1% | -7.9% | 0.841% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 11,809 | $419K | 0.0% | -25.5% | 0.190% | |
| 1/21/2025 | KFG Wealth Management LLC | 244,180 | $8.67M | 1.6% | -7.0% | 3.938% | |
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| 1/21/2025 | RFG Advisory LLC | 11,096 | $394K | 0.0% | -57.0% | 0.179% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 5,676 | $202K | 0.0% | N/A | 0.092% | |
| 1/15/2025 | Central Valley Advisors LLC | 45,419 | $1.61M | 0.7% | -2.4% | 0.733% | |
| 1/14/2025 | Accurate Wealth Management LLC | 11,612 | $412K | 0.1% | -13.2% | 0.187% | |
| 1/13/2025 | AdvisorNet Financial Inc | 4,988 | $177K | 0.0% | -17.6% | 0.080% | |
| 1/13/2025 | Pallas Capital Advisors LLC | 111,558 | $3.96M | 0.2% | -2.7% | 1.799% | |
| 1/13/2025 | Heritage Wealth Partners LLC | 22,246 | $790K | 1.0% | -68.4% | 0.359% | |
| 1/13/2025 | ACT Advisors LLC. | 15,169 | $539K | 0.3% | -57.9% | 0.245% | |
| 1/13/2025 | Brookstone Capital Management | 1,434,951 | $50.95M | 0.7% | +23.4% | 23.144% | |
| 1/6/2025 | Advance Capital Management Inc. | 20,384 | $724K | 0.0% | -6.5% | 0.329% | |
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