| 5/20/2025 | Focus Partners Wealth | 22,270 | $721K | 0.0% | N/A | 0.295% | |
| 5/19/2025 | Jane Street Group LLC | 18,390 | $596K | 0.0% | +38.8% | 0.244% | |
| 5/16/2025 | Talon Private Wealth LLC | 1,006,435 | $32.60M | 4.4% | N/A | 13.330% | |
| 5/16/2025 | NewEdge Advisors LLC | 19,257 | $624K | 0.0% | +16.7% | 0.255% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 6,812 | $221K | 0.0% | N/A | 0.090% | |
| 5/14/2025 | PKS Advisory Services LLC | 84,873 | $2.75M | 0.8% | N/A | 1.124% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,317 | $1.05M | 0.0% | +87.8% | 0.428% | |
| 5/14/2025 | Tradition Wealth Management LLC | 9,048 | $293K | 0.0% | N/A | 0.120% | |
| 5/13/2025 | HighTower Advisors LLC | 232,744 | $7.54M | 0.0% | +3,338.9% | 3.083% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 135,469 | $4.40M | 0.3% | +16.6% | 1.794% | |
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| 5/12/2025 | Maia Wealth LLC | 12,104 | $386K | 0.1% | N/A | 0.160% | |
| 5/12/2025 | Berger Financial Group Inc | 46,426 | $1.50M | 0.1% | +403.8% | 0.615% | |
| 5/9/2025 | WealthShield Partners LLC | 10,807 | $350K | 0.0% | +38.1% | 0.146% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 3,390 | $110K | 0.1% | N/A | 0.046% | |
| 5/8/2025 | Harbour Investments Inc. | 8,756 | $284K | 0.0% | +3.6% | 0.119% | |
| 5/8/2025 | Arkadios Wealth Advisors | 10,697 | $346K | 0.0% | N/A | 0.145% | |
| 5/6/2025 | Cetera Investment Advisers | 74,478 | $2.41M | 0.0% | +168.3% | 1.009% | |
| 5/6/2025 | AE Wealth Management LLC | 6,576 | $213K | 0.0% | +50.8% | 0.089% | |
| 5/6/2025 | Riverpoint Wealth Management Holdings LLC | 11,542 | $374K | 0.1% | N/A | 0.156% | |
| 5/6/2025 | PFG Advisors | 21,568 | $699K | 0.0% | N/A | 0.292% | |
| 5/5/2025 | Beckerman Institutional LLC | 6,186 | $200K | 0.1% | N/A | 0.084% | |
| 5/5/2025 | Archer Investment Corp | 20,811 | $674K | 0.2% | +2,564.7% | 0.282% | |
| 5/2/2025 | Sigma Planning Corp | 38,325 | $1.24M | 0.0% | N/A | 0.519% | |
| 5/1/2025 | Crosspoint Financial LLC | 31,141 | $1.01M | 2.9% | N/A | 0.422% | |
| 4/30/2025 | Trek Financial LLC | 22,671 | $734K | 0.1% | N/A | 0.307% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 26,298 | $852K | 0.0% | +17.2% | 0.356% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 26,406 | $855K | 0.3% | +444.2% | 0.358% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 90,492 | $2.93M | 0.0% | +265.4% | 1.226% | |
| 4/29/2025 | Strategic Blueprint LLC | 33,387 | $1.08M | 0.1% | N/A | 0.452% | |
| 4/29/2025 | Brookstone Capital Management | 1,686,095 | $54.61M | 0.8% | +3,268.3% | 22.847% | |
| 4/28/2025 | Mutual Advisors LLC | 40,250 | $1.30M | 0.0% | N/A | 0.545% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 1,650 | $53K | 0.0% | N/A | 0.022% | |
| 4/28/2025 | Alterna Wealth Management Inc. | 7,750 | $251K | 0.2% | N/A | 0.105% | |
| 4/25/2025 | Sovran Advisors LLC | 7,414 | $234K | 0.0% | N/A | 0.100% | |
| 4/23/2025 | Spire Wealth Management | 85,720 | $2.78M | 0.1% | +338.8% | 1.162% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 15,737 | $510K | 0.0% | N/A | 0.213% | |
| 4/23/2025 | IMG Wealth Management Inc. | 12,967 | $420K | 0.4% | +6.5% | 0.176% | |
| 4/23/2025 | Vantage Point Financial LLC | 8,800 | $285K | 0.1% | +19.5% | 0.119% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 35,839 | $1.16M | 0.0% | +393.4% | 0.486% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 1,225 | $40K | 0.0% | -47.9% | 0.017% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 41,668 | $1.35M | 0.0% | +81.8% | 0.734% | |
| 4/15/2025 | Chris Bulman Inc | 13,584 | $440K | 0.3% | +26.9% | 0.239% | |
| 4/15/2025 | Central Valley Advisors LLC | 60,158 | $1.95M | 0.7% | +501.9% | 1.059% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 25,693 | $813K | 0.2% | +8.0% | 0.452% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 73,290 | $2.37M | 0.4% | N/A | 1.290% | |
| 4/11/2025 | KFG Wealth Management LLC | 308,745 | $10M | 1.8% | +1,699.8% | 5.436% | |
| 4/10/2025 | SMI Advisory Services LLC | 5,827 | $181K | 0.0% | N/A | 0.103% | |
| 4/7/2025 | O Connor Financial Group LLC | 8,713 | $282K | 0.1% | N/A | 0.153% | |
| 4/7/2025 | AdvisorNet Financial Inc | 20,615 | $668K | 0.0% | +45,711.1% | 0.363% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 22,915 | $762K | 0.0% | -4.3% | 0.488% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 4,852 | $161K | 0.1% | N/A | 0.128% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 13,476 | $454K | 0.1% | -3.9% | 0.357% | |
| 2/17/2025 | Wolverine Trading LLC | 6,051 | $201K | 0.0% | N/A | 0.198% | |
| 2/17/2025 | Cetera Investment Advisers | 27,763 | $924K | 0.0% | -2.6% | 0.910% | |
| 2/17/2025 | Citadel Advisors LLC | 26,938 | $896K | 0.0% | +41.1% | 0.883% | |
| 2/14/2025 | Jane Street Group LLC | 13,248 | $441K | 0.0% | -48.4% | 0.434% | |
| 2/13/2025 | NewEdge Advisors LLC | 16,508 | $549K | 0.0% | -18.4% | 0.541% | |
| 2/13/2025 | SageView Advisory Group LLC | 43,261 | $1.44M | 0.1% | +65.9% | 1.418% | |
| 2/13/2025 | Townsquare Capital LLC | 7,375 | $245K | 0.0% | -24.6% | 0.242% | |
| 2/13/2025 | Raymond James Financial Inc. | 6,514 | $217K | 0.0% | N/A | 0.214% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 11,154 | $371K | 0.0% | -10.7% | 0.366% | |
| 2/12/2025 | OLD Mission Capital LLC | 19,008 | $632K | 0.0% | +16.9% | 0.623% | |
| 2/10/2025 | IMG Wealth Management Inc. | 12,172 | $405K | 0.4% | N/A | 0.399% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 68,816 | $2.29M | 0.0% | -8.3% | 2.256% | |
| 2/7/2025 | HighTower Advisors LLC | 6,768 | $225K | 0.0% | -70.4% | 0.222% | |
| 2/6/2025 | Raymond James Financial Inc. | 6,514 | $217K | 0.0% | N/A | 0.214% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 116,141 | $3.86M | 0.1% | +13.3% | 3.808% | |
| 1/31/2025 | Truist Financial Corp | 119,141 | $3.96M | 0.0% | -2.0% | 3.906% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 273,682 | $9.11M | 0.4% | +167.0% | 8.973% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 22,444 | $747K | 0.0% | -3.7% | 0.736% | |
| 1/24/2025 | Vantage Point Financial LLC | 7,362 | $245K | 0.1% | N/A | 0.241% | |
| 1/21/2025 | KFG Wealth Management LLC | 17,154 | $571K | 0.1% | -48.5% | 0.562% | |
| 1/21/2025 | RFG Advisory LLC | 6,104 | $203K | 0.0% | -42.7% | 0.200% | |
| 1/15/2025 | Central Valley Advisors LLC | 9,994 | $333K | 0.2% | -9.1% | 0.328% | |
| 1/13/2025 | Brookstone Capital Management | 50,058 | $1.67M | 0.0% | -12.7% | 1.641% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 12,493 | $406K | 0.0% | -19.6% | 0.410% | |
| 11/15/2024 | Jane Street Group LLC | 25,695 | $836K | 0.0% | -45.3% | 0.842% | |
| 11/15/2024 | SageView Advisory Group LLC | 26,076 | $849K | 0.0% | -55.6% | 0.855% | |
| 11/15/2024 | HighTower Advisors LLC | 22,863 | $744K | 0.0% | -5.1% | 0.750% | |
| 11/13/2024 | Townsquare Capital LLC | 9,781 | $318K | 0.0% | -11.4% | 0.321% | |
| 11/6/2024 | Archer Investment Corp | 781 | $25K | 0.0% | -96.8% | 0.026% | |
| 10/22/2024 | Chris Bulman Inc | 6,771 | $220K | 0.1% | -44.8% | 0.222% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 23,317 | $759K | 0.0% | -76.1% | 0.764% | |
| 10/11/2024 | Creative Planning | 6,264 | $204K | 0.0% | N/A | 0.205% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,488 | $3.34M | 0.3% | +7.6% | 3.360% | |
| 10/8/2024 | Brookstone Capital Management | 57,313 | $1.87M | 0.0% | +2.8% | 1.879% | |
| 9/5/2024 | Sanctuary Advisors LLC | 6,770 | $207K | 0.0% | N/A | 0.222% | |
| 8/6/2024 | Chris Bulman Inc | 12,261 | $388K | 0.3% | N/A | 0.402% | |
| 8/2/2024 | Archer Investment Corp | 24,677 | $781K | 0.2% | -3.9% | 0.809% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 76,479 | $2.42M | 0.0% | -1.5% | 2.508% | |
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| 7/29/2024 | Nations Financial Group Inc. IA ADV | 16,214 | $513K | 0.0% | -19.2% | 0.532% | |
| 7/19/2024 | KFG Wealth Management LLC | 40,117 | $1.27M | 0.5% | -2.5% | 1.315% | |
| 7/18/2024 | Brookstone Capital Management | 55,727 | $1.78M | 0.0% | -89.7% | 1.827% | |
| 7/18/2024 | Triad Wealth Partners LLC | 1,763 | $56K | 0.0% | N/A | 0.058% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 23,800 | $763K | 0.2% | N/A | 0.780% | |
| 7/15/2024 | RFG Advisory LLC | 11,331 | $359K | 0.0% | +5.3% | 0.372% | |
| 5/24/2024 | Cetera Advisors LLC | 25,116 | $773K | 0.0% | +64.1% | 0.823% | |
| 5/9/2024 | SageView Advisory Group LLC | 16,935 | $553K | 0.0% | -98.8% | 0.555% | |
| 5/7/2024 | PFG Advisors | 10,466 | $322K | 0.0% | N/A | 0.343% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,806 | $1.35M | 0.2% | -13.8% | 1.436% | |
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