| 8/15/2025 | MML Investors Services LLC | 16,569 | $623K | 0.0% | +129.7% | 0.319% | |
| 8/15/2025 | IHT Wealth Management LLC | 83,230 | $3.13M | 0.1% | -19.0% | 1.601% | |
| 8/15/2025 | Garden State Investment Advisory Services LLC | 9,100 | $342K | 0.1% | N/A | 0.175% | |
| 8/14/2025 | Raymond James Financial Inc. | 65,998 | $2.48M | 0.0% | +126.0% | 1.269% | |
| 8/13/2025 | Trek Financial LLC | 16,313 | $614K | 0.0% | -5.5% | 0.314% | |
| 8/12/2025 | Tableaux LLC | 62,936 | $2.37M | 0.2% | N/A | 1.210% | |
| 8/12/2025 | Archer Investment Corp | 23,823 | $896K | 0.2% | +2.3% | 0.458% | |
| 8/8/2025 | Cetera Investment Advisers | 54,703 | $2.06M | 0.0% | +8.6% | 1.052% | |
| 8/8/2025 | Meridian Wealth Management LLC | 16,629 | $625K | 0.0% | +112.0% | 0.320% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 5,533 | $208K | 0.0% | N/A | 0.106% | |
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| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 135,566 | $5.10M | 0.5% | +9.6% | 2.607% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 38,473 | $1.45M | 0.3% | +8.8% | 0.740% | |
| 8/4/2025 | Spire Wealth Management | 65,191 | $2.45M | 0.1% | -28.3% | 1.254% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,279 | $387K | 0.0% | N/A | 0.198% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 31,100 | $1.17M | 0.0% | -9.7% | 0.598% | |
| 7/30/2025 | Brookstone Capital Management | 1,554,378 | $58.46M | 0.8% | +6,228.1% | 29.892% | |
| 7/30/2025 | IMG Wealth Management Inc. | 18,521 | $697K | 0.5% | +1.9% | 0.356% | |
| 7/28/2025 | WealthPLAN Partners LLC | 63,970 | $2.41M | 0.4% | N/A | 1.230% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 234,182 | $8.81M | 0.6% | N/A | 4.504% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 14,209 | $534K | 0.0% | +3.8% | 0.273% | |
| 7/25/2025 | NorthRock Partners LLC | 1,071 | $40K | 0.0% | +37.8% | 0.021% | |
| 7/25/2025 | MGO One Seven LLC | 248,332 | $9.34M | 0.3% | -2.0% | 4.776% | |
| 7/22/2025 | MBL Wealth LLC | 30,475 | $1.15M | 0.1% | +8.8% | 0.586% | |
| 7/18/2025 | Truist Financial Corp | 45,601 | $1.72M | 0.0% | -1.6% | 0.877% | |
| 7/14/2025 | Gries Financial LLC | 16,500 | $621K | 0.1% | N/A | 0.317% | |
| 7/14/2025 | CRA Financial Services LLC | 13,010 | $489K | 0.1% | N/A | 0.250% | |
| 7/14/2025 | KFG Wealth Management LLC | 149,328 | $5.62M | 0.9% | +14.1% | 2.872% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,166 | $81K | 0.0% | N/A | 0.042% | |
| 7/11/2025 | Lantz Financial LLC | 195,982 | $7.37M | 1.8% | +2,497.2% | 3.769% | |
| 7/9/2025 | Central Valley Advisors LLC | 68,910 | $2.59M | 0.9% | +2.7% | 1.325% | |
| 7/8/2025 | Advance Capital Management Inc. | 10,602 | $399K | 0.0% | -73.0% | 0.204% | |
| 5/21/2025 | MBL Wealth LLC | 28,000 | $995K | 0.1% | +1.4% | 0.771% | |
| 5/20/2025 | Focus Partners Wealth | 13,198 | $469K | 0.0% | N/A | 0.364% | |
| 5/19/2025 | Jane Street Group LLC | 12,985 | $462K | 0.0% | -34.4% | 0.358% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 23,251 | $827K | 0.1% | -8.1% | 0.641% | |
| 5/14/2025 | Kestra Advisory Services LLC | 79,890 | $2.84M | 0.0% | +389.7% | 2.201% | |
| 5/14/2025 | M Holdings Securities Inc. | 14,277 | $508K | 0.1% | N/A | 0.393% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 3,415 | $121K | 0.2% | +14.3% | 0.094% | |
| 5/13/2025 | HighTower Advisors LLC | 73,185 | $2.60M | 0.0% | N/A | 2.016% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 123,678 | $4.40M | 0.3% | +13.6% | 3.407% | |
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| 5/12/2025 | Meridian Wealth Management LLC | 7,843 | $279K | 0.0% | N/A | 0.216% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 19,695 | $700K | 0.0% | -2.0% | 0.579% | |
| 5/9/2025 | Blue Sky Capital Consultants Group Inc. | 9,724 | $346K | 0.2% | -41.3% | 0.286% | |
| 5/9/2025 | Novus Advisors LLC | 8,185 | $291K | 0.3% | N/A | 0.241% | |
| 5/8/2025 | Harbour Investments Inc. | 2,539 | $90K | 0.0% | +55.2% | 0.075% | |
| 5/8/2025 | MGO One Seven LLC | 253,417 | $9.01M | 0.3% | -8.5% | 7.453% | |
| 5/8/2025 | NorthRock Partners LLC | 777 | $28K | 0.0% | N/A | 0.023% | |
| 5/8/2025 | Golden Reserve Retirement LLC | 5,900 | $210K | 0.1% | N/A | 0.174% | |
| 5/6/2025 | Cetera Investment Advisers | 50,365 | $1.79M | 0.0% | +214.9% | 1.481% | |
| 5/6/2025 | AE Wealth Management LLC | 8,046 | $286K | 0.0% | +16.8% | 0.237% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 35,377 | $1.26M | 0.3% | -18.8% | 1.041% | |
| 5/5/2025 | Archer Investment Corp | 23,290 | $828K | 0.2% | +24.8% | 0.685% | |
| 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% | |
| 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% | |
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| 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% | |
| 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% | |
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