| 4/30/2025 | Trek Financial LLC | 22,037 | $748K | 0.1% | -62.1% | 0.544% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 4,776 | $162K | 0.1% | -14.6% | 0.118% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 32,028 | $1.09M | 0.0% | -4.5% | 0.791% | |
| 4/29/2025 | Brookstone Capital Management | 1,648,631 | $55.97M | 0.8% | +77.3% | 40.707% | |
| 4/23/2025 | Spire Wealth Management | 29,728 | $1.01M | 0.0% | -11.2% | 0.734% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,577 | $529K | 0.0% | +22.1% | 0.385% | |
| 4/11/2025 | KFG Wealth Management LLC | 53,231 | $1.81M | 0.3% | -26.2% | 1.543% | |
| 4/9/2025 | Buska Wealth Management LLC | 42,017 | $1.43M | 0.4% | -3.0% | 1.218% | |
| 4/7/2025 | FC Advisory LLC | 6,501 | $221K | 0.1% | -16.8% | 0.188% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 5,594 | $193K | 0.1% | N/A | 0.182% | |
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| 3/5/2025 | Castle Rock Wealth Management LLC | 27,753 | $981K | 0.2% | -3.0% | 0.901% | |
| 3/4/2025 | Buska Wealth Management LLC | 43,316 | $1.50M | 0.5% | +1.2% | 1.406% | |
| 2/25/2025 | Armis Advisers LLC | 16,078 | $557K | 0.1% | N/A | 0.522% | |
| 2/17/2025 | Cetera Investment Advisers | 17,686 | $612K | 0.0% | +26.6% | 1.072% | |
| 2/14/2025 | Jane Street Group LLC | 23,544 | $815K | 0.0% | +205.6% | 1.427% | |
| 2/14/2025 | Three Seasons Wealth LLC | 11,117 | $385K | 0.2% | N/A | 0.674% | |
| 2/14/2025 | MGO One Seven LLC | 106,910 | $3.70M | 0.1% | N/A | 6.479% | |
| 2/13/2025 | SageView Advisory Group LLC | 43,246 | $1.50M | 0.1% | +221.2% | 2.621% | |
| 2/13/2025 | Advisory Services Network LLC | 6,676 | $231K | 0.0% | N/A | 0.405% | |
| 2/13/2025 | Trek Financial LLC | 58,190 | $2.02M | 0.2% | N/A | 3.527% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 33,529 | $1.16M | 0.0% | +411.1% | 2.032% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 20,432 | $708K | 0.1% | -3.5% | 1.238% | |
| 2/11/2025 | WorthPointe LLC | 9,732 | $337K | 0.1% | N/A | 0.590% | |
| 2/11/2025 | LPL Financial LLC | 15,998 | $554K | 0.0% | +24.6% | 0.970% | |
| 2/10/2025 | IMG Wealth Management Inc. | 8,503 | $294K | 0.3% | N/A | 0.515% | |
| 2/10/2025 | Harbour Investments Inc. | 2,264 | $78K | 0.0% | +42.1% | 0.137% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 67,868 | $2.35M | 0.0% | +3.5% | 4.113% | |
| 2/7/2025 | Novus Advisors LLC | 5,857 | $203K | 0.2% | N/A | 0.355% | |
| 2/5/2025 | Maia Wealth LLC | 9,002 | $315K | 0.1% | N/A | 0.546% | |
| 2/4/2025 | Rothschild Investment LLC | 3,000 | $104K | 0.0% | N/A | 0.182% | |
| 2/3/2025 | Financial Management Network Inc. | 8,365 | $291K | 0.1% | N/A | 0.507% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 111,969 | $3.88M | 0.1% | +13.3% | 6.786% | |
| 1/31/2025 | Truist Financial Corp | 14,612 | $506K | 0.0% | N/A | 0.886% | |
| 1/24/2025 | Spire Wealth Management | 33,467 | $1.16M | 0.0% | +103.3% | 2.028% | |
| 1/21/2025 | KFG Wealth Management LLC | 72,176 | $2.50M | 0.5% | +149.7% | 4.374% | |
| 1/15/2025 | Central Valley Advisors LLC | 50,381 | $1.74M | 0.8% | +223.8% | 3.053% | |
| 1/15/2025 | Fermata Advisors LLC | 10,103 | $350K | 0.1% | N/A | 0.612% | |
| 1/13/2025 | AdvisorNet Financial Inc | 2,828 | $98K | 0.0% | N/A | 0.171% | |
| 1/13/2025 | Brookstone Capital Management | 929,814 | $32.19M | 0.5% | +1,089.6% | 56.352% | |
| 1/7/2025 | FC Advisory LLC | 7,817 | $271K | 0.1% | N/A | 0.474% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 6,999 | $237K | 0.0% | -30.4% | 0.424% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 21,173 | $717K | 0.1% | -11.5% | 1.283% | |
| 11/15/2024 | Jane Street Group LLC | 7,705 | $261K | 0.0% | -62.0% | 0.467% | |
| 10/10/2024 | CRA Financial Services LLC | 6,375 | $216K | 0.0% | -15.3% | 0.386% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 98,841 | $3.35M | 0.3% | +7.9% | 5.990% | |
| 10/8/2024 | Brookstone Capital Management | 78,165 | $2.65M | 0.0% | -1.5% | 4.737% | |
| 10/5/2024 | Central Valley Advisors LLC | 15,561 | $527K | 0.3% | -25.5% | 0.943% | |
| 8/13/2024 | AE Wealth Management LLC | 21,528 | $717K | 0.0% | -8.1% | 1.305% | |
| 8/2/2024 | Archer Investment Corp | 10,290 | $343K | 0.1% | -7.5% | 0.624% | |
| 7/31/2024 | Spire Wealth Management | 21,217 | $707K | 0.0% | -14.0% | 1.286% | |
| 7/18/2024 | Brookstone Capital Management | 79,373 | $2.66M | 0.0% | -6.5% | 4.810% | |
| 7/18/2024 | Triad Wealth Partners LLC | 2,234 | $74K | 0.0% | N/A | 0.135% | |
| 5/24/2024 | Cetera Advisors LLC | 11,231 | $367K | 0.0% | N/A | 0.681% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,466 | $1.42M | 0.2% | -12.5% | 2.634% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 65,292 | $2.14M | 0.0% | -1.3% | 3.957% | |
| 4/24/2024 | Spire Wealth Management | 24,657 | $806K | 0.0% | -10.1% | 1.494% | |
| 4/17/2024 | CRA Financial Services LLC | 7,525 | $246K | 0.1% | -30.0% | 0.456% | |
| 4/15/2024 | Brookstone Capital Management | 84,906 | $2.78M | 0.0% | +0.6% | 5.146% | |
| 4/11/2024 | RFG Advisory LLC | 6,987 | $228K | 0.0% | N/A | 0.518% | |
| 2/16/2024 | SageView Advisory Group LLC | 434,424 | $13.74M | 0.5% | N/A | 32.180% | |
| 2/9/2024 | SageView Advisory Group LLC | 434,424 | $13.74M | 0.4% | N/A | 32.180% | |
| 2/9/2024 | Central Valley Advisors LLC | 20,927 | $662K | 0.4% | N/A | 1.550% | |
| 2/6/2024 | Spire Wealth Management | 27,430 | $875K | 0.0% | N/A | 2.032% | |
| 2/1/2024 | CRA Financial Services LLC | 10,750 | $340K | 0.1% | -23.6% | 0.796% | |
| 1/31/2024 | KFG Wealth Management LLC | 34,567 | $1.09M | 0.5% | -23.9% | 2.561% | |
| 1/31/2024 | Archer Investment Corp | 11,627 | $368K | 0.1% | -46.9% | 0.861% | |
| 1/17/2024 | Atticus Wealth Management LLC | 21,778 | $689K | 0.2% | -47.8% | 1.613% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,987 | $791K | 0.0% | +102.0% | 1.851% | |
| 1/11/2024 | Brookstone Capital Management | 84,375 | $2.67M | 0.1% | +564.4% | 6.250% | |
| 11/8/2023 | Archer Investment Corp | 21,879 | $663K | 0.2% | -4.9% | 1.621% | |
| 11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 51,818 | $1.57M | 0.2% | -45.2% | 3.838% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,367 | $375K | 0.0% | -13.9% | 0.916% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,449 | $499K | 0.0% | -3.2% | 1.218% | |
| 10/17/2023 | KFG Wealth Management LLC | 45,446 | $1.38M | 0.7% | -3.2% | 3.366% | |
| 10/13/2023 | CRA Financial Services LLC | 14,075 | $427K | 0.1% | -12.4% | 1.043% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 1,708 | $52K | 0.0% | N/A | 0.127% | |
| 8/10/2023 | Osaic Holdings Inc. | 95,680 | $2.94M | 0.0% | -51.0% | 7.087% | |
| 8/10/2023 | Cetera Investment Advisers | 11,870 | $365K | 0.0% | -53.2% | 0.879% | |
| 8/8/2023 | Archer Investment Corp | 23,014 | $708K | 0.3% | -20.1% | 1.705% | |
| 8/1/2023 | Truist Financial Corp | 45,418 | $1.40M | 0.0% | -1.7% | 3.364% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 14,367 | $442K | 0.0% | -2.4% | 0.830% | |
| 7/21/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 94,546 | $2.91M | 0.4% | -12.2% | 5.465% | |
| 7/18/2023 | KFG Wealth Management LLC | 46,967 | $1.45M | 0.8% | -0.9% | 2.715% | |
| 7/11/2023 | CRA Financial Services LLC | 16,075 | $494K | 0.1% | -15.3% | 0.929% | |
| 7/11/2023 | Brookstone Capital Management | 41,662 | $1.28M | 0.0% | +4.2% | 2.408% | |
| 5/12/2023 | Castle Rock Wealth Management LLC | 29,082 | $849K | 0.3% | -2.7% | 1.643% | |
| 5/9/2023 | Archer Investment Corp | 28,810 | $834K | 0.3% | -10.0% | 1.628% | |
| 5/9/2023 | Spire Wealth Management | 9,110 | $264K | 0.0% | -56.7% | 0.515% | |
| 5/8/2023 | WealthShield Partners LLC | 2,400 | $70K | 0.0% | N/A | 0.136% | |
| 5/5/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 107,704 | $3.12M | 0.5% | +98.1% | 6.085% | |
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| 5/5/2023 | Truist Financial Corp | 46,210 | $1.34M | 0.0% | -13.7% | 2.611% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 1,100 | $32K | 0.0% | N/A | 0.062% | |
| 4/19/2023 | Brookstone Capital Management | 39,965 | $1.17M | 0.0% | -10.4% | 2.258% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,717 | $426K | 0.0% | -11.5% | 0.601% | |
| 4/14/2023 | KFG Wealth Management LLC | 47,404 | $1.38M | 1.0% | -11.0% | 1.935% | |
| 2/13/2023 | Betterment LLC | 9,132 | $253K | 0.0% | N/A | 0.000% | |
| 2/10/2023 | CoreCap Advisors LLC | 2,562 | $71K | 0.0% | N/A | 0.000% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 194,522 | $5.39M | 0.0% | +44.0% | 0.000% | |
| 2/10/2023 | Vise Technologies Inc. | 11,730 | $325K | 0.1% | N/A | 0.000% | |
| 2/9/2023 | Soltis Investment Advisors LLC | 8,353 | $231K | 0.0% | N/A | 0.000% | |
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