| 5/19/2025 | SageView Advisory Group LLC | 35,740 | $1.23M | 0.1% | -40.7% | 0.941% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 36,758 | $1.27M | 0.1% | -5.6% | 0.967% | |
| 5/16/2025 | Talon Private Wealth LLC | 6,993 | $245K | 0.0% | -97.5% | 0.184% | |
| 5/15/2025 | OLD Mission Capital LLC | 26,170 | $901K | 0.0% | +42.4% | 0.689% | |
| 5/14/2025 | PKS Advisory Services LLC | 7,995 | $275K | 0.1% | -42.4% | 0.210% | |
| 5/14/2025 | Kestra Advisory Services LLC | 83,968 | $2.89M | 0.0% | -0.9% | 2.210% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 125,816 | $4.34M | 0.3% | +14.5% | 3.311% | |
| 5/9/2025 | WealthShield Partners LLC | 5,602 | $193K | 0.0% | +5.5% | 0.147% | |
| 5/8/2025 | Harbour Investments Inc. | 13,121 | $452K | 0.0% | -10.1% | 0.345% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 21,849 | $752K | 0.0% | +201.8% | 0.575% | |
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| 5/6/2025 | Cetera Investment Advisers | 32,057 | $1.10M | 0.0% | -1.4% | 0.844% | |
| 5/6/2025 | AE Wealth Management LLC | 13,761 | $474K | 0.0% | +32.3% | 0.362% | |
| 5/5/2025 | Riverchase Wealth Management LLC | 8,719 | $300K | 0.2% | -4.6% | 0.229% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 12,789 | $440K | 0.1% | -9.1% | 0.337% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 124,207 | $4.27M | 0.0% | -6.6% | 3.269% | |
| 4/29/2025 | Brookstone Capital Management | 48,737 | $1.68M | 0.0% | -94.4% | 1.283% | |
| 4/25/2025 | Sovran Advisors LLC | 554,660 | $18.48M | 2.4% | +6.3% | 14.596% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 828,812 | $28.52M | 19.8% | -4.0% | 21.811% | |
| 4/23/2025 | Spire Wealth Management | 27,144 | $934K | 0.0% | -15.9% | 0.714% | |
| 4/23/2025 | Legacy Advisors LLC | 29,841 | $1.03M | 0.1% | N/A | 0.785% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,042 | $827K | 0.0% | -5.3% | 0.633% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,465 | $360K | 0.0% | -4.3% | 0.281% | |
| 4/15/2025 | Simplicity Wealth LLC | 11,694 | $402K | 0.0% | N/A | 0.314% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 10,593 | $365K | 0.1% | -15.6% | 0.284% | |
| 4/11/2025 | KFG Wealth Management LLC | 61,303 | $2.11M | 0.4% | -21.9% | 1.644% | |
| 4/7/2025 | O Connor Financial Group LLC | 6,509 | $224K | 0.1% | -51.7% | 0.175% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,930 | $385K | 0.0% | -2.7% | 0.285% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 14,077 | $495K | 0.2% | N/A | 0.366% | |
| 2/18/2025 | Continuum Advisory LLC | 12,160 | $428K | 0.1% | -9.1% | 0.657% | |
| 2/17/2025 | Cetera Investment Advisers | 32,503 | $1.14M | 0.0% | +1.5% | 1.757% | |
| 2/17/2025 | Citadel Advisors LLC | 5,943 | $209K | 0.0% | -48.0% | 0.321% | |
| 2/14/2025 | Jane Street Group LLC | 11,563 | $407K | 0.0% | N/A | 0.625% | |
| 2/14/2025 | Berger Financial Group Inc | 33,110 | $1.17M | 0.1% | -9.2% | 1.790% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 14,415 | $507K | 0.2% | -17.2% | 0.779% | |
| 2/13/2025 | SageView Advisory Group LLC | 60,237 | $2.12M | 0.1% | +93.3% | 3.256% | |
| 2/13/2025 | Raymond James Financial Inc. | 12,964 | $456K | 0.0% | N/A | 0.701% | |
| 2/13/2025 | Advisory Services Network LLC | 37,331 | $1.31M | 0.0% | N/A | 2.018% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 132,979 | $4.68M | 0.0% | +1.7% | 7.188% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 38,920 | $1.37M | 0.1% | -1.7% | 2.104% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,376 | $647K | 0.0% | N/A | 0.993% | |
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| 2/12/2025 | Riverchase Wealth Management LLC | 9,144 | $322K | 0.2% | N/A | 0.494% | |
| 2/12/2025 | PKS Advisory Services LLC | 13,880 | $489K | 0.1% | N/A | 0.750% | |
| 2/11/2025 | WorthPointe LLC | 10,226 | $360K | 0.1% | N/A | 0.553% | |
| 2/10/2025 | Harbour Investments Inc. | 14,595 | $514K | 0.0% | +4.9% | 0.789% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 60,906 | $2.14M | 0.0% | +1.3% | 3.292% | |
| 2/7/2025 | Miller Financial Services LLC | 6,230 | $219K | 0.2% | N/A | 0.337% | |
| 2/6/2025 | Raymond James Financial Inc. | 12,964 | $456K | 0.0% | N/A | 0.701% | |
| 2/5/2025 | Kellett Wealth Advisors LLC | 863,238 | $30.38M | 20.9% | -2.3% | 46.662% | |
| 2/3/2025 | Sigma Planning Corp | 5,897 | $208K | 0.0% | -40.7% | 0.319% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 109,869 | $3.87M | 0.1% | +13.0% | 5.939% | |
| 1/31/2025 | Truist Financial Corp | 50,606 | $1.78M | 0.0% | -1.2% | 2.735% | |
| 1/30/2025 | Allworth Financial LP | 12,804 | $459K | 0.0% | -5.3% | 0.692% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,073 | $38K | 0.0% | -98.9% | 0.058% | |
| 1/29/2025 | Sovran Advisors LLC | 521,901 | $18.32M | 2.6% | N/A | 28.211% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 9,388 | $330K | 0.0% | N/A | 0.507% | |
| 1/28/2025 | Archer Investment Corp | 9,755 | $343K | 0.1% | -5.4% | 0.527% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 7,240 | $255K | 0.0% | N/A | 0.391% | |
| 1/21/2025 | KFG Wealth Management LLC | 78,443 | $2.76M | 0.5% | +13.1% | 4.240% | |
| 1/15/2025 | Central Valley Advisors LLC | 58,904 | $2.07M | 0.9% | -1.6% | 3.184% | |
| 1/14/2025 | Accurate Wealth Management LLC | 8,286 | $292K | 0.1% | +5.6% | 0.448% | |
| 1/13/2025 | Brookstone Capital Management | 868,157 | $30.56M | 0.4% | +57.0% | 46.927% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 39,575 | $1.37M | 0.1% | -7.1% | 2.139% | |
| 11/15/2024 | Continuum Advisory LLC | 13,378 | $471K | 0.1% | +5.9% | 0.723% | |
| 11/15/2024 | SageView Advisory Group LLC | 31,159 | $1.08M | 0.1% | +317.1% | 1.684% | |
| 11/15/2024 | IHT Wealth Management LLC | 8,160 | $288K | 0.0% | N/A | 0.441% | |
| 11/15/2024 | HighTower Advisors LLC | 25,999 | $903K | 0.0% | N/A | 1.405% | |
| 11/13/2024 | Truvestments Capital LLC | 4,339 | $151K | 0.0% | N/A | 0.235% | |
| 11/6/2024 | Archer Investment Corp | 10,308 | $358K | 0.1% | -88.5% | 0.557% | |
| 11/5/2024 | Harbour Investments Inc. | 13,919 | $484K | 0.0% | +113.5% | 0.752% | |
| 11/4/2024 | Sigma Planning Corp | 9,946 | $346K | 0.0% | N/A | 0.538% | |
| 10/28/2024 | Reston Wealth Management LLC | 2,680 | $93K | 0.0% | N/A | 0.145% | |
| 10/25/2024 | Strategic Blueprint LLC | 29,539 | $1.03M | 0.1% | -22.5% | 1.597% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 6,910 | $240K | 0.1% | N/A | 0.374% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,230 | $390K | 0.0% | +19.1% | 0.607% | |
| 10/24/2024 | Sageworth Trust Co | 42,816 | $1.49M | 0.1% | -26.7% | 2.314% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 12,560 | $436K | 0.1% | -12.4% | 0.679% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 1,190 | $41K | 0.0% | -55.8% | 0.064% | |
| 10/16/2024 | Physician Wealth Advisors Inc. | 7,350 | $256K | 0.0% | N/A | 0.397% | |
| 10/10/2024 | Fiduciary Financial Group LLC | 24,257 | $841K | 0.2% | +137.8% | 1.311% | |
| 10/9/2024 | Fermata Advisors LLC | 9,249 | $321K | 0.1% | +46.9% | 0.500% | |
| 10/8/2024 | O Connor Financial Group LLC | 13,221 | $459K | 0.2% | N/A | 0.715% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 97,206 | $3.38M | 0.3% | +7.6% | 5.254% | |
| 10/8/2024 | Brookstone Capital Management | 552,971 | $19.21M | 0.3% | +1,390.5% | 29.890% | |
| 10/5/2024 | Central Valley Advisors LLC | 59,888 | $2.08M | 1.2% | +112.5% | 3.237% | |
| 8/2/2024 | Archer Investment Corp | 89,249 | $3.02M | 0.9% | -9.3% | 4.824% | |
| 7/31/2024 | Spire Wealth Management | 15,262 | $516K | 0.0% | -14.2% | 0.825% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 46,079 | $1.56M | 0.0% | +3.2% | 2.491% | |
| 7/26/2024 | WealthShield Partners LLC | 5,308 | $179K | 0.0% | -6.6% | 0.287% | |
| 7/19/2024 | KFG Wealth Management LLC | 72,700 | $2.46M | 1.0% | -5.0% | 3.930% | |
| 7/18/2024 | Brookstone Capital Management | 37,099 | $1.26M | 0.0% | -35.1% | 2.005% | |
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| 7/18/2024 | Outlook Wealth Advisors LLC | 14,339 | $484K | 0.1% | -64.1% | 0.775% | |
| 7/18/2024 | Triad Wealth Partners LLC | 3,351 | $113K | 0.1% | N/A | 0.181% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 10,200 | $346K | 0.1% | N/A | 0.551% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,430 | $319K | 0.0% | N/A | 0.510% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 2,690 | $91K | 0.0% | -10.0% | 0.145% | |
| 6/28/2024 | HFG Wealth Management LLC | 6,805 | $224K | 0.1% | -6.9% | 0.368% | |
| 5/9/2024 | SageView Advisory Group LLC | 7,471 | $251K | 0.0% | -98.3% | 0.404% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 46,957 | $1.55M | 0.2% | -14.2% | 2.538% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 44,643 | $1.47M | 0.0% | -0.9% | 2.413% | |
| 4/24/2024 | Spire Wealth Management | 17,784 | $586K | 0.0% | -11.7% | 0.946% | |
