| 8/1/2025 | Envestnet Asset Management Inc. | 32,032 | $987K | 0.0% | -71.4% | 0.202% | |
| 7/30/2025 | Brookstone Capital Management | 121,519 | $3.74M | 0.0% | +77.6% | 0.768% | |
| 7/29/2025 | Crux Wealth Advisors | 11,497 | $354K | 0.2% | +7.7% | 0.073% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 23,652 | $728K | 0.1% | +25.9% | 0.149% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 7,756 | $239K | 0.0% | N/A | 0.049% | |
| 7/28/2025 | Mutual Advisors LLC | 104,317 | $3.26M | 0.1% | N/A | 0.659% | |
| 7/28/2025 | Harbour Investments Inc. | 24,026 | $740K | 0.0% | +11.6% | 0.152% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 81,050 | $2.50M | 0.0% | +1.7% | 0.512% | |
| 7/24/2025 | Vantage Point Financial LLC | 8,015 | $247K | 0.1% | N/A | 0.051% | |
| 7/24/2025 | IFP Advisors Inc | 3,237 | $100K | 0.0% | N/A | 0.020% | |
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| 7/23/2025 | Secured Retirement Advisors LLC | 44,179 | $1.36M | 0.8% | +7.7% | 0.279% | |
| 7/23/2025 | Motiv8 Investments LLC | 109,615 | $3.38M | 2.1% | +71.1% | 0.692% | |
| 7/22/2025 | D.B. Root & Company LLC | 180,148 | $5.55M | 1.6% | -0.5% | 1.138% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 125,729 | $3.87M | 1.3% | +2.7% | 0.794% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,527 | $263K | 0.0% | +13.1% | 0.054% | |
| 7/21/2025 | Keystone Financial Group Inc. | 15,394 | $475K | 0.3% | -6.0% | 0.097% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 33,529 | $1.03M | 0.1% | -22.7% | 0.212% | |
| 7/18/2025 | Truist Financial Corp | 61,471 | $1.89M | 0.0% | +1.4% | 0.388% | |
| 7/15/2025 | Pitti Group Wealth Management LLC | 659,766 | $20.32M | 17.5% | +52.7% | 4.168% | |
| 7/15/2025 | Accurate Wealth Management LLC | 7,259 | $225K | 0.0% | N/A | 0.046% | |
| 7/14/2025 | CRA Financial Services LLC | 313,602 | $9.66M | 1.5% | +25.7% | 1.981% | |
| 7/14/2025 | KFG Wealth Management LLC | 28,155 | $867K | 0.1% | +12.7% | 0.178% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 8,142 | $251K | 0.0% | +4.7% | 0.051% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 9,029 | $269K | 0.1% | N/A | 0.057% | |
| 7/9/2025 | Central Valley Advisors LLC | 425,463 | $13.10M | 4.5% | +1.5% | 2.688% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 232,937 | $7.17M | 0.3% | +9.2% | 1.471% | |
| 7/9/2025 | Triumph Capital Management | 20,048 | $617K | 0.2% | -2.8% | 0.127% | |
| 7/8/2025 | Range Financial Group LLC | 16,068 | $495K | 0.2% | N/A | 0.102% | |
| 7/8/2025 | PTM Wealth Management LLC | 248,756 | $7.71M | 5.1% | -7.1% | 1.571% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,541 | $224K | 0.0% | N/A | 0.052% | |
| 5/20/2025 | Integrity Alliance LLC. | 7,727 | $230K | 0.0% | N/A | 0.053% | |
| 5/16/2025 | NewEdge Advisors LLC | 358,355 | $10.67M | 0.1% | +29.4% | 2.466% | |
| 5/15/2025 | Insight Wealth Partners LLC | 11,055 | $329K | 0.1% | N/A | 0.076% | |
| 5/14/2025 | D.B. Root & Company LLC | 181,050 | $5.39M | 1.7% | +10.1% | 1.246% | |
| 5/13/2025 | Raymond James Financial Inc. | 414,816 | $12.35M | 0.0% | +12.7% | 2.855% | |
| 5/8/2025 | Wealthquest Corp | 3,752,828 | $111.72M | 5.0% | +14.0% | 25.828% | |
| 5/8/2025 | Harbour Investments Inc. | 21,525 | $641K | 0.0% | +49.6% | 0.148% | |
| 5/7/2025 | PTM Wealth Management LLC | 267,688 | $7.47M | 7.2% | N/A | 1.842% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 132,896 | $3.96M | 0.1% | +2.7% | 0.915% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 18,779 | $559K | 0.1% | +15.1% | 0.129% | |
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| 5/7/2025 | Vantage Financial Partners LLC | 20,151 | $600K | 0.1% | +33.3% | 0.139% | |
| 5/7/2025 | First Heartland Consultants Inc. | 8,297 | $247K | 0.0% | -73.3% | 0.057% | |
| 5/7/2025 | Keystone Financial Group Inc. | 16,376 | $488K | 0.3% | N/A | 0.113% | |
| 5/6/2025 | Cetera Investment Advisers | 100,806 | $3.00M | 0.0% | +58.7% | 0.694% | |
| 5/6/2025 | AE Wealth Management LLC | 15,467 | $460K | 0.0% | +636.2% | 0.106% | |
| 5/6/2025 | Triumph Capital Management | 20,635 | $614K | 0.2% | -65.7% | 0.142% | |
| 5/5/2025 | Hollencrest Capital Management | 1,708 | $51K | 0.0% | N/A | 0.012% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 19,925 | $593K | 0.0% | +10.4% | 0.137% | |
| 5/2/2025 | Sigma Planning Corp | 119,674 | $3.56M | 0.1% | +111.7% | 0.824% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 41,016 | $1.22M | 0.8% | +13.3% | 0.282% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 111,951 | $3.33M | 0.0% | +708.9% | 0.750% | |
| 4/29/2025 | Brookstone Capital Management | 68,407 | $2.04M | 0.0% | +6.0% | 0.458% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,778 | $231K | 0.0% | N/A | 0.052% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 43,360 | $1.29M | 0.1% | -1.0% | 0.290% | |
| 4/25/2025 | Crown Wealth Group LLC | 7,388 | $220K | 0.1% | -97.4% | 0.049% | |
| 4/24/2025 | Motiv8 Investments LLC | 64,076 | $1.91M | 1.3% | -13.2% | 0.429% | |
| 4/22/2025 | Tanglewood Legacy Advisors LLC | 17,700 | $527K | 0.2% | N/A | 0.119% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,604 | $584K | 0.0% | N/A | 0.131% | |
| 4/17/2025 | Share Andrew L. | 9,930 | $296K | 0.2% | N/A | 0.067% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 79,676 | $2.37M | 0.0% | N/A | 0.534% | |
| 4/16/2025 | CRA Financial Services LLC | 249,534 | $7.43M | 1.3% | +14.3% | 1.671% | |
| 4/15/2025 | Central Valley Advisors LLC | 419,101 | $12.48M | 4.7% | +6.1% | 2.807% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 213,378 | $6.35M | 0.3% | N/A | 1.429% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 11,607 | $346K | 0.0% | N/A | 0.078% | |
| 4/11/2025 | KFG Wealth Management LLC | 24,988 | $744K | 0.1% | N/A | 0.167% | |
| 4/11/2025 | Pitti Group Wealth Management LLC | 431,998 | $12.86M | 13.2% | +39.5% | 2.893% | |
| 4/10/2025 | Sugar Maple Asset Management LLC | 27,774 | $827K | 0.7% | +89.6% | 0.186% | |
| 3/12/2025 | Centaurus Financial Inc. | 254,871 | $7.59M | 0.5% | +12.4% | 1.891% | |
| 2/18/2025 | First Heartland Consultants Inc. | 31,104 | $926K | 0.1% | +158.7% | 0.808% | |
| 2/17/2025 | Cetera Investment Advisers | 63,506 | $1.89M | 0.0% | +3.9% | 1.650% | |
| 2/17/2025 | Citadel Advisors LLC | 14,746 | $439K | 0.0% | N/A | 0.383% | |
| 2/17/2025 | Captrust Financial Advisors | 435,080 | $12.95M | 0.0% | +8.4% | 11.301% | |
| 2/17/2025 | Bank of America Corp DE | 2,815 | $84K | 0.0% | -19.7% | 0.073% | |
| 2/14/2025 | Triumph Capital Management | 60,182 | $1.79M | 0.6% | N/A | 1.563% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 18,587 | $553K | 0.2% | N/A | 0.483% | |
| 2/13/2025 | NewEdge Advisors LLC | 276,862 | $8.24M | 0.0% | +658.2% | 7.191% | |
| 2/13/2025 | Advisory Services Network LLC | 34,657 | $1.03M | 0.0% | -13.7% | 0.900% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,840 | $412K | 0.0% | N/A | 0.359% | |
| 2/11/2025 | LPL Financial LLC | 11,433 | $340K | 0.0% | +6.0% | 0.297% | |
| 2/10/2025 | Pitti Group Wealth Management LLC | 309,744 | $9.22M | 9.3% | N/A | 8.045% | |
| 2/10/2025 | Harbour Investments Inc. | 14,387 | $428K | 0.0% | +36.2% | 0.374% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 201,217 | $5.99M | 0.0% | +18.2% | 5.226% | |
| 2/6/2025 | Raymond James Financial Inc. | 368,089 | $10.95M | 0.0% | N/A | 9.561% | |
| 2/6/2025 | Vantage Financial Partners LLC | 15,116 | $450K | 0.1% | +66.8% | 0.393% | |
| 2/6/2025 | Atria Investments Inc | 23,814 | $709K | 0.0% | +119.5% | 0.619% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,254 | $216K | 0.0% | +66.1% | 0.188% | |
| 2/5/2025 | Crown Wealth Group LLC | 283,158 | $8.43M | 3.4% | +7.4% | 7.355% | |
| 2/5/2025 | Motiv8 Investments LLC | 73,792 | $2.20M | 1.5% | N/A | 1.917% | |
| 2/4/2025 | WealthShield Partners LLC | 3,400 | $101K | 0.0% | N/A | 0.088% | |
| 2/3/2025 | Sigma Planning Corp | 56,542 | $1.68M | 0.1% | +324.5% | 1.469% | |
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| 1/31/2025 | CRA Financial Services LLC | 218,384 | $6.50M | 1.1% | +13.8% | 5.672% | |
| 1/31/2025 | Woodard & Co. Asset Management Group Inc. ADV | 16,313 | $485K | 0.1% | -95.9% | 0.424% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 36,199 | $1.08M | 0.6% | N/A | 0.940% | |
| 1/30/2025 | Principal Securities Inc. | 2,500 | $74K | 0.0% | N/A | 0.065% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 117,836 | $3.51M | 0.2% | +188.2% | 3.061% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 18,043 | $537K | 0.0% | +34.2% | 0.469% | |
| 1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 109,781 | $3.27M | 1.2% | +2.9% | 2.851% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 129,441 | $3.85M | 0.1% | +6.4% | 3.362% | |
| 1/17/2025 | D.B. Root & Company LLC | 164,393 | $4.89M | 1.6% | +28.7% | 4.270% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 14,650 | $436K | 0.3% | N/A | 0.381% | |
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