| 5/21/2025 | MBL Wealth LLC | 36,982 | $1.27M | 0.1% | +281.3% | 0.317% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,685 | $229K | 0.0% | N/A | 0.057% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 12,170 | $417K | 0.0% | N/A | 0.104% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 49,568 | $1.70M | 0.1% | -3.7% | 0.425% | |
| 5/16/2025 | Talon Private Wealth LLC | 951,315 | $32.64M | 4.4% | +247.9% | 8.166% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,555 | $602K | 0.0% | -60.8% | 0.151% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 63,674 | $2.18M | 0.6% | N/A | 0.547% | |
| 5/14/2025 | PKS Advisory Services LLC | 11,797 | $405K | 0.1% | -72.0% | 0.101% | |
| 5/14/2025 | Kestra Advisory Services LLC | 128,086 | $4.39M | 0.0% | +6.2% | 1.099% | |
| 5/13/2025 | Raymond James Financial Inc. | 385,043 | $13.21M | 0.0% | +1,357.7% | 3.305% | |
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| 5/13/2025 | Long Island Wealth Management Inc. | 40,965 | $1.41M | 0.9% | N/A | 0.352% | |
| 5/13/2025 | HighTower Advisors LLC | 68,228 | $2.34M | 0.0% | +181.7% | 0.586% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 126,369 | $4.34M | 0.3% | +15.1% | 1.085% | |
| 5/12/2025 | Maia Wealth LLC | 6,056 | $205K | 0.0% | -56.3% | 0.052% | |
| 5/12/2025 | Berger Financial Group Inc | 94,689 | $3.25M | 0.2% | +21.2% | 0.813% | |
| 5/12/2025 | Benjamin Edwards Inc. | 28,443 | $976K | 0.0% | N/A | 0.244% | |
| 5/12/2025 | WealthPLAN Partners LLC | 129,442 | $4.44M | 0.6% | N/A | 1.111% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 248,790 | $8.53M | 0.8% | N/A | 2.136% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 622,655 | $21.36M | 2.7% | N/A | 5.448% | |
| 5/9/2025 | Encompass More Asset Management | 164,273 | $5.64M | 1.7% | +0.8% | 1.437% | |
| 5/8/2025 | Harbour Investments Inc. | 12,359 | $424K | 0.0% | -3.7% | 0.108% | |
| 5/8/2025 | Arkadios Wealth Advisors | 10,082 | $346K | 0.0% | N/A | 0.088% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 15,955 | $547K | 0.0% | +150.6% | 0.140% | |
| 5/7/2025 | Avalon Capital Management | 88,007 | $3.02M | 0.9% | N/A | 0.770% | |
| 5/7/2025 | First Heartland Consultants Inc. | 14,508 | $498K | 0.1% | N/A | 0.127% | |
| 5/6/2025 | Cetera Investment Advisers | 44,406 | $1.52M | 0.0% | +20.6% | 0.389% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 14,646 | $502K | 0.0% | N/A | 0.128% | |
| 5/6/2025 | AE Wealth Management LLC | 18,875 | $647K | 0.0% | -25.7% | 0.165% | |
| 5/6/2025 | Summit Wealth Partners LLC | 5,987 | $205K | 0.0% | N/A | 0.052% | |
| 5/6/2025 | Triumph Capital Management | 104,938 | $3.60M | 1.2% | N/A | 0.918% | |
| 5/6/2025 | Summit Asset Management LLC | 11,585 | $397K | 0.1% | N/A | 0.101% | |
| 5/5/2025 | IFP Advisors Inc | 2,404 | $82K | 0.0% | +14.3% | 0.021% | |
| 5/5/2025 | Diversify Advisory Services LLC | 17,200 | $589K | 0.0% | N/A | 0.150% | |
| 4/30/2025 | Allworth Financial LP | 1,700 | $58K | 0.0% | N/A | 0.015% | |
| 4/30/2025 | Trek Financial LLC | 133,927 | $4.59M | 0.3% | +428.3% | 1.172% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 15,143 | $519K | 0.2% | +11.6% | 0.132% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 44,699 | $1.53M | 0.0% | +50.1% | 0.391% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,866 | $201K | 0.0% | N/A | 0.051% | |
| 4/29/2025 | Strategic Blueprint LLC | 36,858 | $1.26M | 0.1% | -2.4% | 0.322% | |
| 4/29/2025 | Brookstone Capital Management | 2,367,341 | $81.20M | 1.2% | +147.8% | 20.712% | |
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| 4/28/2025 | Physician Wealth Advisors Inc. | 4,500 | $154K | 0.0% | N/A | 0.039% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 19,668 | $675K | 0.0% | -54.8% | 0.172% | |
| 4/25/2025 | Crown Wealth Group LLC | 29,177 | $1.00M | 0.5% | N/A | 0.255% | |
| 4/25/2025 | Sovran Advisors LLC | 268,941 | $9.01M | 1.2% | +4.8% | 2.353% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 84,958 | $2.91M | 2.0% | +54.9% | 0.743% | |
| 4/23/2025 | Spire Wealth Management | 75,309 | $2.58M | 0.1% | -6.5% | 0.659% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 7,857 | $269K | 0.0% | +17.5% | 0.069% | |
| 4/23/2025 | IMG Wealth Management Inc. | 51,122 | $1.75M | 1.6% | +401.2% | 0.447% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 19,552 | $671K | 0.1% | +121.6% | 0.171% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,591 | $638K | 0.0% | +37.2% | 0.163% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 56,917 | $1.89M | 2.0% | +6.2% | 0.498% | |
| 4/21/2025 | Blue Trust Inc. | 5,847 | $201K | 0.0% | N/A | 0.051% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,962 | $445K | 0.0% | +51.5% | 0.150% | |
| 4/16/2025 | Donald L. Hagan LLC | 54,469 | $1.87M | 1.0% | -48.8% | 0.631% | |
| 4/15/2025 | Central Valley Advisors LLC | 44,868 | $1.54M | 0.6% | -4.2% | 0.520% | |
| 4/15/2025 | Accurate Wealth Management LLC | 7,311 | $245K | 0.0% | +8.6% | 0.085% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 18,526 | $618K | 0.1% | N/A | 0.215% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 221,966 | $7.61M | 1.4% | N/A | 2.572% | |
| 4/11/2025 | KFG Wealth Management LLC | 114,999 | $3.94M | 0.7% | +53.2% | 1.333% | |
| 4/10/2025 | Fermata Advisors LLC | 23,921 | $820K | 0.1% | -17.2% | 0.277% | |
| 4/10/2025 | SMI Advisory Services LLC | 5,123 | $169K | 0.0% | N/A | 0.059% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 1,458 | $50K | 0.0% | N/A | 0.017% | |
| 4/9/2025 | Milestone Asset Management LLC | 88,554 | $3.04M | 0.6% | -7.7% | 1.026% | |
| 4/9/2025 | Castle Rock Wealth Management LLC | 44,469 | $1.53M | 0.4% | -1.4% | 0.515% | |
| 4/8/2025 | Private Client Services LLC | 128,771 | $4.42M | 2.2% | N/A | 1.492% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,555 | $300K | 0.0% | +49.6% | 0.136% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 13,570 | $476K | 0.2% | N/A | 0.239% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 45,086 | $1.62M | 0.4% | -6.5% | 0.794% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,956 | $244K | 0.0% | N/A | 0.260% | |
| 2/17/2025 | Cetera Investment Advisers | 36,809 | $1.29M | 0.0% | +19.2% | 1.373% | |
| 2/17/2025 | Citadel Advisors LLC | 17,406 | $611K | 0.0% | N/A | 0.649% | |
| 2/14/2025 | Berger Financial Group Inc | 78,104 | $2.74M | 0.2% | +345.5% | 2.914% | |
| 2/14/2025 | MGO One Seven LLC | 7,029 | $247K | 0.0% | -92.9% | 0.262% | |
| 2/14/2025 | IHT Wealth Management LLC | 28,470 | $999K | 0.0% | N/A | 1.062% | |
| 2/13/2025 | NewEdge Advisors LLC | 44,727 | $1.57M | 0.0% | -16.2% | 1.669% | |
| 2/13/2025 | CreativeOne Wealth LLC | 5,830 | $205K | 0.0% | N/A | 0.218% | |
| 2/13/2025 | SageView Advisory Group LLC | 13,238 | $465K | 0.0% | N/A | 0.494% | |
| 2/13/2025 | Raymond James Financial Inc. | 26,414 | $927K | 0.0% | N/A | 0.986% | |
| 2/13/2025 | Advisory Services Network LLC | 37,138 | $1.30M | 0.0% | +110.6% | 1.386% | |
| 2/13/2025 | Trek Financial LLC | 25,349 | $889K | 0.1% | +70.3% | 0.946% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 29,775 | $1.05M | 0.0% | +109.7% | 1.111% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 51,481 | $1.81M | 0.1% | -1.2% | 1.921% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 8,824 | $310K | 0.1% | N/A | 0.329% | |
| 2/12/2025 | PKS Advisory Services LLC | 42,197 | $1.48M | 0.4% | N/A | 1.575% | |
| 2/11/2025 | WorthPointe LLC | 6,789 | $238K | 0.1% | N/A | 0.253% | |
| 2/11/2025 | LPL Financial LLC | 24,155 | $848K | 0.0% | +17.2% | 0.901% | |
| 2/10/2025 | IMG Wealth Management Inc. | 10,200 | $358K | 0.3% | N/A | 0.381% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 124,963 | $4.39M | 0.0% | +33.3% | 4.663% | |
| 2/7/2025 | Novus Advisors LLC | 6,310 | $221K | 0.2% | N/A | 0.235% | |
| 2/6/2025 | Raymond James Financial Inc. | 26,414 | $927K | 0.0% | N/A | 0.986% | |
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| 2/6/2025 | Steward Partners Investment Advisory LLC | 10,264 | $360K | 0.0% | -5.3% | 0.383% | |
| 2/6/2025 | Bravias Capital Group LLC | 16,862 | $601K | 0.5% | N/A | 0.629% | |
| 2/5/2025 | Maia Wealth LLC | 13,843 | $492K | 0.1% | N/A | 0.517% | |
| 2/5/2025 | Allegiance Financial Group Advisory Services LLC | 15,298 | $537K | 0.2% | N/A | 0.571% | |
| 2/5/2025 | Kellett Wealth Advisors LLC | 54,858 | $1.93M | 1.3% | N/A | 2.047% | |
| 2/4/2025 | IFP Advisors Inc | 2,104 | $74K | 0.0% | +23.5% | 0.079% | |
| 2/4/2025 | WealthShield Partners LLC | 20,019 | $702K | 0.1% | +2,870.2% | 0.747% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 109,782 | $3.85M | 0.1% | +13.7% | 4.096% | |
| 1/31/2025 | Truist Financial Corp | 60,260 | $2.12M | 0.0% | +33.1% | 2.249% | |
| 1/30/2025 | Lakeridge Wealth Management LLC | 19,152 | $672K | 0.3% | -5.0% | 0.715% | |
