| 4/30/2025 | Trek Financial LLC | 17,267 | $614K | 0.0% | -23.2% | 0.508% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 34,458 | $1.23M | 0.0% | +99.5% | 1.013% | |
| 4/29/2025 | Strategic Blueprint LLC | 10,326 | $367K | 0.0% | N/A | 0.304% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 2,348 | $83K | 0.0% | N/A | 0.069% | |
| 4/23/2025 | Spire Wealth Management | 90,914 | $3.23M | 0.1% | +225.2% | 2.674% | |
| 4/23/2025 | IMG Wealth Management Inc. | 18,174 | $646K | 0.6% | +25.9% | 0.535% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,440 | $727K | 0.0% | +30.1% | 0.601% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 13,692 | $487K | 0.0% | N/A | 0.467% | |
| 4/15/2025 | Central Valley Advisors LLC | 67,071 | $2.38M | 0.9% | +184.9% | 2.289% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 23,705 | $823K | 0.2% | -15.1% | 0.809% | |
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| 4/14/2025 | Tounjian Advisory Partners LLC | 7,706 | $274K | 0.1% | N/A | 0.263% | |
| 4/11/2025 | KFG Wealth Management LLC | 130,878 | $4.65M | 0.8% | +83.9% | 4.467% | |
| 4/9/2025 | Milestone Asset Management LLC | 7,231 | $257K | 0.1% | -4.8% | 0.247% | |
| 4/9/2025 | Advance Capital Management Inc. | 39,331 | $1.40M | 0.1% | -2.9% | 1.342% | |
| 4/8/2025 | Lantz Financial LLC | 7,546 | $268K | 0.1% | N/A | 0.258% | |
| 4/3/2025 | Hiley Hunt Wealth Management | 8,604 | $306K | 0.2% | N/A | 0.294% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 17,744 | $633K | 0.2% | N/A | 0.866% | |
| 2/19/2025 | Blue Sky Capital Consultants Group Inc. | 16,574 | $592K | 0.4% | N/A | 0.330% | |
| 2/17/2025 | Cetera Investment Advisers | 15,992 | $571K | 0.0% | +3.4% | 0.318% | |
| 2/14/2025 | Jane Street Group LLC | 19,781 | $706K | 0.0% | -29.3% | 0.393% | |
| 2/14/2025 | Berger Financial Group Inc | 30,736 | $1.10M | 0.1% | -15.6% | 0.611% | |
| 2/14/2025 | MGO One Seven LLC | 276,977 | $9.89M | 0.4% | -0.7% | 5.507% | |
| 2/13/2025 | Barclays PLC | 850 | $30K | 0.0% | +195.1% | 0.017% | |
| 2/13/2025 | SageView Advisory Group LLC | 16,935 | $604K | 0.0% | N/A | 0.337% | |
| 2/13/2025 | Trek Financial LLC | 22,469 | $802K | 0.1% | -54.3% | 0.447% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,274 | $617K | 0.0% | -5.0% | 0.343% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 25,301 | $903K | 0.1% | -3.9% | 0.503% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,892 | $674K | 0.0% | +124.6% | 0.376% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,044 | $37K | 0.0% | N/A | 0.021% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 29,565 | $1.06M | 0.6% | -36.4% | 0.588% | |
| 2/10/2025 | IMG Wealth Management Inc. | 14,430 | $515K | 0.5% | N/A | 0.287% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 69,421 | $2.48M | 0.0% | -7.8% | 1.380% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 108,876 | $3.89M | 0.1% | +12.6% | 2.165% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 20,099 | $717K | 0.0% | -24.6% | 0.400% | |
| 1/31/2025 | Truist Financial Corp | 43,610 | $1.56M | 0.0% | -3.6% | 0.867% | |
| 1/24/2025 | Spire Wealth Management | 27,954 | $998K | 0.0% | -10.5% | 0.556% | |
| 1/21/2025 | KFG Wealth Management LLC | 71,153 | $2.54M | 0.5% | -11.6% | 1.415% | |
| 1/21/2025 | Impact Partnership Wealth LLC | 43,556 | $1.56M | 0.3% | N/A | 0.866% | |
| 1/21/2025 | RFG Advisory LLC | 6,538 | $233K | 0.0% | -28.1% | 0.130% | |
| 1/15/2025 | Central Valley Advisors LLC | 23,541 | $840K | 0.4% | -5.9% | 0.468% | |
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| 1/13/2025 | Brookstone Capital Management | 78,426 | $2.80M | 0.0% | -39.6% | 1.559% | |
| 1/6/2025 | Advance Capital Management Inc. | 40,485 | $1.45M | 0.1% | -91.7% | 0.805% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 26,339 | $916K | 0.1% | -7.6% | 0.524% | |
| 11/15/2024 | MML Investors Services LLC | 5,778 | $202K | 0.0% | N/A | 0.115% | |
| 11/14/2024 | Encompass More Asset Management | 61,481 | $2.14M | 0.8% | +190.0% | 1.222% | |
| 11/6/2024 | Archer Investment Corp | 18,824 | $657K | 0.2% | -57.7% | 0.374% | |
| 10/31/2024 | Donald L. Hagan LLC | 51,140 | $1.78M | 0.9% | +20.6% | 1.017% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 46,475 | $1.62M | 1.0% | -42.9% | 0.924% | |
| 10/21/2024 | Castleview Partners LLC | 1,066 | $37K | 0.0% | -46.2% | 0.021% | |
| 10/10/2024 | Retirement Planning Group LLC | 9,628 | $336K | 0.0% | -6.3% | 0.191% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 96,679 | $3.37M | 0.3% | +7.5% | 1.922% | |
| 10/8/2024 | Brookstone Capital Management | 129,890 | $4.53M | 0.1% | -78.5% | 2.582% | |
| 10/8/2024 | Advance Capital Management Inc. | 487,051 | $16.99M | 0.8% | -11.8% | 9.683% | |
| 10/5/2024 | Central Valley Advisors LLC | 25,024 | $873K | 0.5% | -90.3% | 0.497% | |
| 8/21/2024 | Truist Financial Corp | 50,496 | $1.70M | 0.0% | +3.9% | 1.004% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,913 | $233K | 0.0% | N/A | 0.137% | |
| 8/7/2024 | MGO One Seven LLC | 318,373 | $10.72M | 0.5% | -29.0% | 6.329% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 966 | $33K | 0.0% | N/A | 0.019% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 16,763 | $564K | 0.1% | +3.2% | 0.333% | |
| 8/2/2024 | Archer Investment Corp | 44,494 | $1.50M | 0.4% | -2.8% | 0.885% | |
| 7/31/2024 | Spire Wealth Management | 31,891 | $1.07M | 0.0% | -0.9% | 0.634% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 75,322 | $2.54M | 0.0% | +12.0% | 1.497% | |
| 7/27/2024 | Encompass More Asset Management | 21,200 | $714K | 0.5% | +21.2% | 0.421% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 32,667 | $1.10M | 0.0% | +15.9% | 0.649% | |
| 7/20/2024 | Milestone Asset Management LLC | 7,739 | $261K | 0.1% | -6.4% | 0.154% | |
| 7/19/2024 | Donald L. Hagan LLC | 42,419 | $1.43M | 0.8% | -7.4% | 0.843% | |
| 7/19/2024 | KFG Wealth Management LLC | 88,819 | $2.99M | 1.2% | -1.9% | 1.766% | |
| 7/19/2024 | MBL Wealth LLC | 27,100 | $912K | 0.1% | N/A | 0.539% | |
| 7/18/2024 | Brookstone Capital Management | 604,476 | $20.58M | 0.3% | +8.3% | 12.017% | |
| 7/18/2024 | Triad Wealth Partners LLC | 1,667 | $56K | 0.0% | N/A | 0.033% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 27,930 | $958K | 0.2% | N/A | 0.555% | |
| 7/16/2024 | Maia Wealth LLC | 8,345 | $285K | 0.1% | N/A | 0.166% | |
| 7/15/2024 | RFG Advisory LLC | 9,099 | $306K | 0.0% | -18.4% | 0.181% | |
| 7/12/2024 | Central Valley Advisors LLC | 257,729 | $8.88M | 4.9% | +2.9% | 5.124% | |
| 7/8/2024 | Advance Capital Management Inc. | 552,080 | $18.59M | 0.9% | -51.1% | 10.976% | |
| 5/24/2024 | Cetera Advisors LLC | 9,531 | $311K | 0.0% | N/A | 0.189% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 41,184 | $1.35M | 0.2% | -14.1% | 0.819% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 81,315 | $2.66M | 1.8% | N/A | 1.617% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 67,230 | $2.20M | 0.0% | +112.3% | 1.337% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 775 | $25K | 0.0% | N/A | 0.016% | |
| 4/24/2024 | Spire Wealth Management | 32,195 | $1.05M | 0.0% | +210.0% | 0.685% | |
| 4/19/2024 | KFG Wealth Management LLC | 90,548 | $2.96M | 1.2% | +208.4% | 1.927% | |
| 4/16/2024 | Occidental Asset Management LLC | 6,218 | $203K | 0.0% | N/A | 0.132% | |
| 4/15/2024 | Brookstone Capital Management | 558,394 | $18.24M | 0.3% | +4,858.2% | 11.881% | |
| 4/13/2024 | Retirement Planning Group LLC | 10,275 | $336K | 0.0% | N/A | 0.482% | |
| 4/12/2024 | Central Valley Advisors LLC | 250,353 | $8.18M | 4.2% | N/A | 11.754% | |
| 4/11/2024 | RFG Advisory LLC | 11,153 | $364K | 0.0% | N/A | 0.524% | |
| 4/4/2024 | Advance Capital Management Inc. | 1,128,149 | $36.85M | 2.6% | N/A | 52.965% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 8,264 | $263K | 0.0% | -44.5% | 0.388% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 6,362 | $201K | 0.0% | N/A | 0.299% | |
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| 2/2/2024 | Truist Financial Corp | 32,861 | $1.04M | 0.0% | -6.3% | 1.543% | |
| 1/31/2024 | KFG Wealth Management LLC | 29,364 | $928K | 0.4% | -26.0% | 1.379% | |
| 1/31/2024 | Archer Investment Corp | 41,141 | $1.30M | 0.4% | -10.8% | 1.932% | |
| 1/23/2024 | Milestone Asset Management LLC | 8,264 | $261K | 0.1% | -44.5% | 0.388% | |
| 1/11/2024 | Brookstone Capital Management | 11,262 | $356K | 0.0% | -5.9% | 0.529% | |
| 12/6/2023 | VisionPoint Advisory Group LLC | 1,983 | $59K | 0.0% | N/A | 0.093% | |
| 11/14/2023 | Milestone Asset Management LLC | 14,903 | $445K | 0.2% | -29.4% | 0.700% | |
| 11/8/2023 | HighTower Advisors LLC | 186,072 | $5.56M | 0.0% | -58.0% | 8.736% | |
| 11/8/2023 | Archer Investment Corp | 46,137 | $1.38M | 0.5% | -1.6% | 2.166% | |
| 11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 52,386 | $1.56M | 0.2% | -45.8% | 2.459% | |
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