| 5/2/2025 | Kooman & Associates | 62,442 | $6.32M | 2.3% | N/A | 0.777% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 3,771 | $382K | 0.0% | -47.0% | 0.047% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 799 | $81K | 0.1% | -66.9% | 0.010% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 533 | $54K | 0.1% | -62.0% | 0.007% | |
| 4/30/2025 | Cerity Partners LLC | 5,000 | $506K | 0.0% | N/A | 0.062% | |
| 4/30/2025 | POM Investment Strategies LLC | 10,880 | $1.10M | 1.3% | -12.2% | 0.135% | |
| 4/30/2025 | Trek Financial LLC | 31,296 | $3.17M | 0.2% | +9.0% | 0.389% | |
| 4/28/2025 | FSR Wealth Management Ltd. | 5,760 | $583K | 0.8% | -62.3% | 0.072% | |
| 4/28/2025 | Private Trust Co. NA | 335 | $34K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 36,035 | $3.64M | 1.2% | +9.4% | 0.448% | |
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| 4/28/2025 | ABLE Financial Group LLC | 8,298 | $840K | 0.2% | +145.2% | 0.103% | |
| 4/25/2025 | Essex Financial Services Inc. | 9,410 | $952K | 0.1% | +30.3% | 0.117% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 41,907 | $4.24M | 1.2% | +2.0% | 0.521% | |
| 4/21/2025 | Beacon Capital Management LLC | 938,038 | $94.93M | 12.8% | -23.8% | 11.667% | |
| 4/21/2025 | LifeWealth Investments LLC | 4,291 | $434K | 0.2% | -27.5% | 0.053% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 9,817 | $994K | 0.5% | +132.0% | 0.140% | |
| 4/17/2025 | Precision Wealth Strategies LLC | 31,738 | $3.21M | 2.5% | -3.3% | 0.453% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 14,475 | $1.47M | 0.2% | -33.9% | 0.206% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 30,202 | $3.06M | 0.0% | +5.1% | 0.431% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 64,867 | $6.57M | 5.4% | +753.7% | 0.925% | |
| 4/17/2025 | Access Financial Services Inc. | 299,602 | $30.32M | 12.2% | +121.9% | 4.274% | |
| 4/17/2025 | Howard Bailey Securities LLC | 5,139 | $520K | 0.2% | -63.0% | 0.073% | |
| 4/16/2025 | Southland Equity Partners LLC | 4,162 | $421K | 0.1% | +4.7% | 0.059% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 40,120 | $4.06M | 0.7% | N/A | 0.572% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 3,295 | $333K | 0.1% | -50.8% | 0.047% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 34,131 | $3.45M | 1.7% | -47.1% | 0.487% | |
| 4/9/2025 | Mid American Wealth Advisory Group Inc. | 75,377 | $7.63M | 4.1% | -39.8% | 1.075% | |
| 4/8/2025 | Parallel Advisors LLC | 79,232 | $8.02M | 0.2% | +17.8% | 1.130% | |
| 2/28/2025 | Park Square Financial Group LLC | 261 | $26K | 0.0% | N/A | 0.004% | |
| 2/27/2025 | ABLE Financial Group LLC | 3,384 | $341K | 0.1% | +43.8% | 0.046% | |
| 2/26/2025 | LifeWealth Investments LLC | 5,916 | $596K | 0.4% | N/A | 0.080% | |
| 2/26/2025 | Capital A Wealth Management LLC | 474 | $48K | 0.1% | N/A | 0.006% | |
| 2/18/2025 | GTS Securities LLC | 10,053 | $1.01M | 0.0% | -68.0% | 0.388% | |
| 2/17/2025 | Visionary Wealth Advisors | 2,390 | $241K | 0.0% | N/A | 0.092% | |
| 2/17/2025 | Citadel Advisors LLC | 9,392 | $947K | 0.0% | -54.5% | 0.363% | |
| 2/17/2025 | Captrust Financial Advisors | 91,453 | $9.22M | 0.0% | +757.7% | 3.531% | |
| 2/14/2025 | Jane Street Group LLC | 6,490 | $654K | 0.0% | -86.7% | 0.251% | |
| 2/14/2025 | Bridgewealth Advisory Group LLC | 81,716 | $8.25M | 2.3% | +37.8% | 3.155% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,426 | $950K | 0.0% | -67.5% | 0.364% | |
| 2/14/2025 | Transce3nd LLC | 463 | $47K | 0.0% | N/A | 0.018% | |
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| 2/14/2025 | Trajan Wealth LLC | 68,625 | $6.92M | 0.4% | -8.3% | 2.650% | |
| 2/14/2025 | GeoWealth Management LLC | 31,159 | $3.14M | 0.1% | +23.6% | 1.203% | |
| 2/13/2025 | Mariner LLC | 8,587 | $866K | 0.0% | +146.8% | 0.332% | |
| 2/13/2025 | Trek Financial LLC | 28,705 | $2.89M | 0.2% | N/A | 1.108% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,165 | $218K | 0.0% | N/A | 0.084% | |
| 2/12/2025 | OLD Mission Capital LLC | 5,640 | $569K | 0.0% | N/A | 0.218% | |
| 2/11/2025 | LPL Financial LLC | 53,367 | $5.38M | 0.0% | +0.8% | 2.061% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 73,779 | $7.45M | 0.0% | -14.5% | 2.849% | |
| 2/10/2025 | Parallel Advisors LLC | 67,253 | $6.78M | 0.2% | N/A | 2.597% | |
| 2/10/2025 | Addison Capital Co | 3,981 | $401K | 0.2% | +14.2% | 0.154% | |
| 2/10/2025 | Patten & Patten Inc. TN | 19,065 | $1.92M | 0.1% | +4.0% | 0.736% | |
| 2/10/2025 | Kingdom Financial Group LLC. | 2,732 | $275K | 0.2% | -61.3% | 0.105% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 102,115 | $10.30M | 0.0% | +2.5% | 3.943% | |
| 2/7/2025 | Independent Advisor Alliance | 19,214 | $1.94M | 0.0% | N/A | 0.742% | |
| 2/7/2025 | Rialto Wealth Management LLC | 534 | $54K | 0.0% | N/A | 0.021% | |
| 2/3/2025 | Lloyd Advisory Services LLC. | 64,476 | $6.50M | 3.1% | -53.3% | 2.489% | |
| 2/3/2025 | Blackston Financial Advisory Group LLC | 4,232 | $427K | 0.2% | N/A | 0.163% | |
| 2/3/2025 | Allianz Asset Management GmbH | 1,038,821 | $104.73M | 0.1% | +149.2% | 40.109% | |
| 2/3/2025 | Keene & Associates Inc. | 18,345 | $1.85M | 1.5% | +115.3% | 0.708% | |
| 1/30/2025 | Csenge Advisory Group | 16,669 | $1.68M | 0.1% | +127.7% | 0.644% | |
| 1/30/2025 | Beacon Capital Management LLC | 1,231,724 | $124.18M | 16.2% | +4.2% | 47.557% | |
| 1/30/2025 | Lord & Richards Wealth Management LLC | 2,415 | $244K | 0.5% | N/A | 0.093% | |
| 1/30/2025 | Lodestone Wealth Management LLC | 5,102 | $514K | 0.3% | -7.8% | 0.197% | |
| 1/29/2025 | Howard Bailey Securities LLC | 13,893 | $1.40M | 0.5% | -54.3% | 0.536% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 21,884 | $2.22M | 0.3% | -38.2% | 0.845% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 7,598 | $766K | 0.8% | -60.4% | 0.293% | |
| 1/29/2025 | Essex Financial Services Inc. | 7,224 | $728K | 0.1% | +7.7% | 0.279% | |
| 1/29/2025 | POM Investment Strategies LLC | 12,392 | $1.25M | 0.9% | +6.2% | 0.478% | |
| 1/29/2025 | FSR Wealth Management Ltd. | 15,275 | $1.54M | 1.9% | N/A | 0.590% | |
| 1/28/2025 | SMART Wealth LLC | 8,231 | $830K | 0.3% | -3.5% | 0.318% | |
| 1/24/2025 | Precision Wealth Strategies LLC | 32,823 | $3.31M | 2.6% | +92.6% | 1.267% | |
| 1/23/2025 | FSA Advisors Inc. | 3,858 | $389K | 0.5% | -26.7% | 0.149% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 22,514 | $2.27M | 0.6% | +229.1% | 0.869% | |
| 1/21/2025 | Southland Equity Partners LLC | 3,974 | $401K | 0.1% | -12.2% | 0.153% | |
| 1/21/2025 | Sound Income Strategies LLC | 285 | $29K | 0.0% | N/A | 0.011% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 28,729 | $2.90M | 0.0% | +1.6% | 1.109% | |
| 1/16/2025 | Access Financial Services Inc. | 135,018 | $13.61M | 6.1% | N/A | 5.213% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 41,090 | $4.14M | 1.1% | +22.9% | 1.586% | |
| 1/13/2025 | Mid American Wealth Advisory Group Inc. | 125,223 | $12.63M | 7.4% | -15.7% | 4.835% | |
| 12/16/2024 | SMART Wealth LLC | 8,527 | $863K | 0.3% | N/A | 0.329% | |
| 11/15/2024 | Jane Street Group LLC | 48,668 | $4.93M | 0.0% | -29.8% | 1.879% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 29,037 | $2.94M | 0.0% | +215.3% | 1.121% | |
| 11/14/2024 | Flow Traders U.S. LLC | 10,009 | $1.01M | 0.1% | -75.4% | 0.386% | |
| 11/14/2024 | Captrust Financial Advisors | 10,663 | $1.08M | 0.0% | N/A | 0.412% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 7,086 | $717K | 0.0% | +180.3% | 0.274% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 86,270 | $8.73M | 0.0% | +112.2% | 3.331% | |
| 11/4/2024 | Patten & Patten Inc. TN | 18,334 | $1.86M | 0.1% | +69.0% | 0.708% | |
| 11/1/2024 | ABLE Financial Group LLC | 2,354 | $238K | 0.1% | N/A | 0.091% | |
| 10/29/2024 | Lodestone Wealth Management LLC | 5,536 | $560K | 0.3% | N/A | 0.214% | |
| 10/25/2024 | Trajan Wealth LLC | 74,802 | $7.57M | 0.4% | +16.7% | 2.888% | |
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| 10/24/2024 | FSA Advisors Inc. | 5,265 | $532K | 0.5% | +68.8% | 0.203% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 6,616 | $670K | 0.2% | -79.7% | 0.255% | |
| 10/23/2024 | Keene & Associates Inc. | 8,520 | $862K | 0.7% | +8.6% | 0.329% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 35,422 | $3.59M | 0.5% | -14.5% | 1.368% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 33,447 | $3.39M | 0.9% | +51.5% | 1.291% | |
| 10/22/2024 | Private Advisor Group LLC | 4,891 | $495K | 0.0% | -9.0% | 0.189% | |
| 10/21/2024 | Precision Wealth Strategies LLC | 17,039 | $1.73M | 1.6% | +8.2% | 0.658% | |
| 10/17/2024 | Addison Capital Co | 3,485 | $353K | 0.1% | +16.2% | 0.135% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 6,842 | $693K | 0.1% | +22.9% | 0.264% | |
| 10/10/2024 | Lloyd Advisory Services LLC. | 138,081 | $13.98M | 6.8% | -26.5% | 5.331% | |
