| 5/16/2025 | Arete Wealth Advisors LLC | 29,986 | $1.31M | 0.1% | +7.1% | 0.248% | |
| 5/14/2025 | Comerica Bank | 7,849 | $343K | 0.0% | N/A | 0.070% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 40,546 | $1.77M | 0.0% | +43.1% | 0.362% | |
| 5/13/2025 | Raymond James Financial Inc. | 151,068 | $6.59M | 0.0% | +7.3% | 1.348% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,953 | $260K | 0.0% | N/A | 0.053% | |
| 5/12/2025 | Savvy Advisors Inc. | 9,178 | $401K | 0.0% | N/A | 0.082% | |
| 5/9/2025 | Tidemark LLC | 306,750 | $13.39M | 4.9% | +6.4% | 2.736% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 623,248 | $27.21M | 0.0% | +137.6% | 5.560% | |
| 5/7/2025 | LPL Financial LLC | 421,757 | $18.41M | 0.0% | +32.0% | 3.762% | |
| 5/7/2025 | Waddell & Associates LLC | 1,423,088 | $62.12M | 7.5% | N/A | 12.695% | |
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| 5/6/2025 | Cetera Investment Advisers | 22,757 | $993K | 0.0% | +28.0% | 0.203% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 36,494 | $1.59M | 0.0% | +492.2% | 0.326% | |
| 5/6/2025 | Advisors Preferred LLC | 3,652 | $159K | 0.0% | N/A | 0.033% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 151,150 | $6.60M | 2.4% | +8.3% | 1.348% | |
| 5/5/2025 | Private Advisor Group LLC | 279,356 | $12.19M | 0.1% | +28.1% | 2.492% | |
| 5/2/2025 | Larson Financial Group LLC | 2,057 | $90K | 0.0% | N/A | 0.018% | |
| 4/30/2025 | Synergy Investment Management LLC | 1,145 | $50K | 0.0% | +121.9% | 0.010% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 49,122 | $2.14M | 0.0% | +63.8% | 0.438% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 77,503 | $3.38M | 0.1% | +3.1% | 0.691% | |
| 4/28/2025 | Clarity Capital Partners LLC | 16,606 | $725K | 0.3% | N/A | 0.148% | |
| 4/28/2025 | Able Wealth Management LLC | 57,489 | $2.51M | 1.4% | +40.6% | 0.513% | |
| 4/25/2025 | Sollinda Capital Management LLC | 13,986 | $610K | 0.2% | -6.7% | 0.125% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,156 | $269K | 0.0% | +24.7% | 0.055% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 18,290 | $798K | 0.0% | +18.0% | 0.172% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,679,485 | $204.26M | 0.4% | -1.0% | 43.939% | |
| 4/16/2025 | Seros Financial LLC | 200,629 | $8.76M | 6.5% | N/A | 1.884% | |
| 4/10/2025 | Channel Wealth LLC | 174,205 | $7.60M | 2.4% | +21.8% | 1.636% | |
| 4/10/2025 | Brand Asset Management Group Inc. | 6,290 | $275K | 0.1% | N/A | 0.059% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,725,670 | $198.47M | 0.4% | -0.5% | 45.352% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 139,575 | $5.87M | 2.2% | +16.2% | 2.248% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 19,791 | $831K | 0.1% | N/A | 0.319% | |
| 2/17/2025 | Visionary Wealth Advisors | 17,705 | $744K | 0.0% | +33.6% | 0.285% | |
| 2/17/2025 | Cetera Investment Advisers | 17,779 | $747K | 0.0% | +2.2% | 0.286% | |
| 2/13/2025 | CreativeOne Wealth LLC | 21,176 | $889K | 0.0% | N/A | 0.341% | |
| 2/13/2025 | Raymond James Financial Inc. | 140,834 | $5.92M | 0.0% | N/A | 2.268% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 29,981 | $1.26M | 0.0% | +65.2% | 0.483% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 27,991 | $1.18M | 0.1% | +1.4% | 0.451% | |
| 2/11/2025 | LPL Financial LLC | 319,403 | $13.41M | 0.0% | +55.2% | 5.143% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 13,228 | $556K | 0.0% | +12.5% | 0.213% | |
| 2/10/2025 | Tidemark LLC | 288,208 | $12.10M | 4.6% | +8.3% | 4.641% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 262,316 | $11.02M | 0.0% | +389.0% | 4.224% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,162 | $259K | 0.0% | +4.4% | 0.099% | |
| 2/7/2025 | Sollinda Capital Management LLC | 14,986 | $629K | 0.2% | -3.2% | 0.241% | |
| 2/6/2025 | Raymond James Financial Inc. | 140,834 | $5.92M | 0.0% | N/A | 2.268% | |
| 2/3/2025 | Able Wealth Management LLC | 40,874 | $1.72M | 1.1% | +27.1% | 0.658% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 75,147 | $3.16M | 0.1% | +4.3% | 1.210% | |
| 2/3/2025 | Private Advisor Group LLC | 218,104 | $9.16M | 0.1% | +8.9% | 3.512% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 5,306 | $223K | 0.0% | +68.6% | 0.085% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 15,497 | $651K | 0.0% | +165.8% | 0.250% | |
| 1/15/2025 | Channel Wealth LLC | 143,048 | $6.01M | 2.0% | N/A | 2.304% | |
| 1/14/2025 | Laurel Wealth Advisors LLC | 1,071 | $45K | 0.0% | N/A | 0.017% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 4,749,122 | $202.79M | 0.4% | +0.0% | 76.475% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 27,603 | $1.17M | 0.1% | +3.6% | 0.444% | |
| 11/7/2024 | Tidemark LLC | 266,110 | $11.36M | 4.7% | +8.2% | 4.285% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 11,754 | $502K | 0.0% | +52.4% | 0.189% | |
| 11/1/2024 | Able Wealth Management LLC | 32,156 | $1.37M | 1.0% | +19.9% | 0.518% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 72,033 | $3.08M | 0.1% | -23.8% | 1.160% | |
| 10/25/2024 | SteelPeak Wealth LLC | 7,990 | $341K | 0.0% | N/A | 0.129% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,747,154 | $202.70M | 0.4% | -3.7% | 76.444% | |
| 10/22/2024 | Private Advisor Group LLC | 200,299 | $8.55M | 0.1% | +7.3% | 3.225% | |
| 10/11/2024 | Creative Planning | 6,554 | $280K | 0.0% | N/A | 0.106% | |
| 8/13/2024 | Merriman Wealth Management LLC | 21,952 | $871K | 0.0% | -1.9% | 0.353% | |
| 8/5/2024 | Private Advisor Group LLC | 186,695 | $7.41M | 0.0% | N/A | 3.006% | |
| 7/31/2024 | Sollinda Capital Management LLC | 15,486 | $614K | 0.2% | N/A | 0.249% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 94,489 | $3.75M | 0.1% | +3.3% | 1.522% | |
| 7/17/2024 | Sharkey Howes & Javer | 78,434 | $3.11M | 0.5% | -1.6% | 1.263% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 4,930,624 | $195.63M | 0.5% | -0.9% | 79.398% | |
| 7/13/2024 | Muirfield Wealth Advisors LLC | 17,478 | $693K | 0.7% | +2.4% | 0.281% | |
| 6/4/2024 | Tactive Advisors LLC | 38,839 | $1.59M | 0.8% | N/A | 0.625% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 7,092 | $290K | 0.1% | -21.6% | 0.114% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 91,502 | $3.74M | 0.1% | N/A | 1.473% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,955 | $203K | 0.0% | N/A | 0.082% | |
| 4/24/2024 | Fulcrum Equity Management | 31,258 | $1.28M | 1.5% | -8.0% | 0.519% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 4,974,781 | $203.32M | 0.5% | -0.6% | 92.468% | |
| 3/14/2024 | Muirfield Wealth Advisors LLC | 17,069 | $635K | 0.7% | N/A | 0.317% | |
| 2/8/2024 | Legacy Capital Group California Inc. | 9,048 | $336K | 0.1% | N/A | 0.168% | |
| 2/2/2024 | Truist Financial Corp | 7,778 | $289K | 0.0% | N/A | 0.145% | |
| 1/19/2024 | Fulcrum Equity Management | 33,979 | $1.26M | 1.6% | N/A | 0.632% | |
| 7/31/2023 | LPL Financial LLC | 12,702 | $404K | 0.0% | +3.2% | 0.234% | |
| 7/21/2023 | Wealth Enhancement Advisory Services LLC | 12,080 | $385K | 0.0% | -16.7% | 0.223% | |
| 4/25/2023 | Wealth Enhancement Advisory Services LLC | 14,504 | $439K | 0.0% | N/A | 0.259% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,491 | $439K | 0.0% | N/A | 0.258% | |
| 4/12/2023 | Worth Asset Management LLC | 1,215 | $37K | 0.0% | -55.3% | 0.022% | |
| 1/13/2023 | Worth Asset Management LLC | 2,720 | $85K | 0.1% | N/A | 0.048% | |
| 1/11/2023 | Accurate Wealth Management LLC | 4,500 | $139K | 0.1% | N/A | 0.080% | |
| 5/12/2022 | Raleigh Capital Management Inc. | 4,525 | $143K | 0.1% | N/A | 0.081% | |
| 1/6/2022 | Carroll Financial Associates Inc. | 5,531,364 | $175.53M | 9.3% | -1.0% | 96.031% | |
| 11/16/2021 | Cetera Advisor Networks LLC | 544,495 | $16.21M | 0.2% | -8.2% | 9.372% | |
| 10/7/2021 | Carroll Financial Associates Inc. | 5,588,473 | $166.34M | 9.3% | -1.8% | 96.854% | |
| 5/17/2021 | Goldman Sachs Group Inc. | 20,000 | $572K | 0.0% | N/A | 0.341% | |
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