| 8/12/2025 | GDS Wealth Management | 1,024,366 | $21.66M | 1.6% | +3.2% | 30.128% | |
| 8/6/2025 | Strategic Financial Partners Ltd. | 67,922 | $1.44M | 0.7% | -5.9% | 1.998% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 38,085 | $805K | 0.0% | -1.5% | 1.120% | |
| 7/22/2025 | Belpointe Asset Management LLC | 28,714 | $607K | 0.0% | +7.5% | 0.845% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,617 | $34K | 0.0% | N/A | 0.048% | |
| 7/10/2025 | Guided Capital Wealth Management LLC | 309,265 | $6.54M | 5.0% | -3.4% | 9.232% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 46,352 | $980K | 0.0% | N/A | 1.426% | |
| 5/20/2025 | Belpointe Asset Management LLC | 26,722 | $565K | 0.0% | N/A | 0.822% | |
| 5/19/2025 | Jane Street Group LLC | 88,727 | $1.88M | 0.0% | +378.5% | 2.730% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 38,673 | $818K | 0.0% | -12.0% | 1.190% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 46,352 | $980K | 0.0% | N/A | 1.426% | |
| 5/16/2025 | NewEdge Advisors LLC | 284,801 | $6.02M | 0.0% | +2.3% | 8.763% | |
| 5/14/2025 | GDS Wealth Management | 992,625 | $20.98M | 1.8% | +9.6% | 30.542% | |
| 5/13/2025 | Raymond James Financial Inc. | 159,125 | $3.36M | 0.0% | +10.8% | 4.896% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 64,841 | $1.37M | 0.2% | -3.7% | 1.995% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 22,493 | $473K | 0.0% | -23.2% | 0.692% | |
| 5/7/2025 | LPL Financial LLC | 79,957 | $1.69M | 0.0% | +9.4% | 2.460% | |
| 5/6/2025 | Strategic Financial Partners Ltd. | 72,153 | $1.53M | 0.8% | +385.2% | 2.220% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 26,606 | $562K | 0.5% | -2.0% | 0.819% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 87,760 | $1.86M | 1.0% | N/A | 2.700% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,098 | $404K | 0.0% | +4.5% | 0.531% | |
| 4/21/2025 | Guided Capital Wealth Management LLC | 320,145 | $6.77M | 5.7% | +6.5% | 8.893% | |
| 2/17/2025 | Citadel Advisors LLC | 36,704 | $759K | 0.0% | +262.1% | 1.288% | |
| 2/14/2025 | Jane Street Group LLC | 18,544 | $383K | 0.0% | N/A | 0.651% | |
| 2/14/2025 | GeoWealth Management LLC | 4,815 | $100K | 0.0% | -18.4% | 0.169% | |
| 2/13/2025 | NewEdge Advisors LLC | 278,330 | $5.76M | 0.0% | -5.3% | 9.766% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 33,280 | $688K | 0.1% | +13.3% | 1.168% | |
| 2/13/2025 | Prepared Retirement Institute LLC | 13,367 | $276K | 0.2% | -11.5% | 0.469% | |
| 2/13/2025 | Raymond James Financial Inc. | 143,619 | $2.97M | 0.0% | N/A | 5.039% | |
| 2/11/2025 | LPL Financial LLC | 73,114 | $1.51M | 0.0% | -1.4% | 2.565% | |
| 2/10/2025 | Harbour Investments Inc. | 2,262 | $47K | 0.0% | -42.4% | 0.079% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 43,936 | $909K | 0.0% | +58.6% | 1.542% | |
| 2/6/2025 | Raymond James Financial Inc. | 143,619 | $2.97M | 0.0% | N/A | 5.039% | |
| 1/30/2025 | Tcfg Wealth Management LLC | 17,611 | $364K | 0.2% | -8.5% | 0.618% | |
| 1/30/2025 | Puff Wealth Management LLC | 30,578 | $632K | 1.0% | N/A | 1.073% | |
| 1/29/2025 | Guided Capital Wealth Management LLC | 300,539 | $6.22M | 5.7% | N/A | 10.545% | |
| 1/27/2025 | Rik Saylor Financial Inc. | 27,152 | $562K | 0.5% | N/A | 0.953% | |
| 1/24/2025 | GDS Wealth Management | 905,926 | $18.74M | 1.7% | +12.1% | 31.787% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 29,277 | $602K | 0.0% | -50.3% | 1.027% | |
| 11/12/2024 | Blackhawk Capital Partners LLC. | 118,250 | $2.57M | 1.4% | +1.1% | 4.149% | |
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| 11/12/2024 | Running Point Capital Advisors LLC | 13,958 | $304K | 0.1% | +13.2% | 0.490% | |
| 11/8/2024 | Darwin Wealth Management LLC | 9,699 | $211K | 0.1% | -46.2% | 0.340% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 27,694 | $603K | 0.0% | +140.4% | 0.972% | |
| 11/4/2024 | GDS Wealth Management | 807,786 | $17.58M | 1.7% | +12.8% | 28.343% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 58,961 | $1.24M | 0.0% | +0.9% | 2.069% | |
| 10/18/2024 | Raymond James & Associates | 148,259 | $3.23M | 0.0% | +30.6% | 5.202% | |
| 8/16/2024 | NewEdge Advisors LLC | 297,400 | $6.14M | 0.0% | +2,206.7% | 10.435% | |
| 8/14/2024 | Insigneo Advisory Services LLC | 29,381 | $632K | 0.1% | N/A | 1.031% | |
| 8/9/2024 | GDS Wealth Management | 716,123 | $14.77M | 1.6% | +19.2% | 25.127% | |
| 8/8/2024 | Darwin Wealth Management LLC | 18,019 | $372K | 0.2% | -96.7% | 0.632% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 11,520 | $238K | 0.0% | N/A | 0.404% | |
| 8/1/2024 | Elevated Capital Advisors LLC | 133,159 | $2.75M | 0.8% | -4.4% | 4.672% | |
| 7/29/2024 | Blackhawk Capital Partners LLC. | 117,007 | $2.41M | 1.5% | +2.0% | 4.106% | |
| 7/24/2024 | Strategic Financial Partners Ltd. | 14,601 | $301K | 0.2% | -22.1% | 0.512% | |
| 7/22/2024 | Legacy CG LLC | 239,495 | $4.94M | 1.7% | N/A | 8.403% | |
| 7/19/2024 | Raymond James & Associates | 113,491 | $2.34M | 0.0% | N/A | 3.982% | |
| 5/1/2024 | StoneX Group Inc. | 30,000 | $621K | 0.1% | -40.0% | 1.053% | |
| 5/1/2024 | Blackhawk Capital Partners LLC. | 114,671 | $2.38M | 1.5% | -1.1% | 4.024% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 92,325 | $1.91M | 0.3% | +36.0% | 3.239% | |
| 4/18/2024 | AlphaMark Advisors LLC | 2,325 | $48K | 0.0% | -68.0% | 0.060% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 139,236 | $2.88M | 0.8% | +58.2% | 3.617% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 3,982 | $84K | 0.0% | N/A | 0.103% | |
| 2/29/2024 | Scarborough Advisors LLC | 1,255 | $27K | 0.0% | N/A | 0.033% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 57,398 | $1.18M | 0.1% | +0.9% | 1.491% | |
| 2/12/2024 | Condor Capital Management | 104,424 | $2.22M | 0.2% | N/A | 2.712% | |
| 2/7/2024 | Darwin Wealth Management LLC | 569,642 | $12.08M | 3.3% | -6.2% | 14.796% | |
| 2/7/2024 | GDS Wealth Management | 502,704 | $10.66M | 1.4% | +12.4% | 13.057% | |
| 2/1/2024 | Telemus Capital LLC | 14,797 | $314K | 0.0% | -6.2% | 0.384% | |
| 1/26/2024 | Cerity Partners LLC | 21,675 | $460K | 0.0% | -27.2% | 0.563% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 2,199 | $47K | 0.0% | -82.5% | 0.057% | |
| 1/24/2024 | Walkner Condon Financial Advisors LLC | 68,770 | $1.46M | 0.3% | -78.8% | 1.786% | |
| 1/19/2024 | Blackhawk Capital Partners LLC. | 115,940 | $2.46M | 1.7% | N/A | 3.011% | |
| 1/18/2024 | Altfest L J & Co. Inc. | 67,908 | $1.44M | 0.2% | +18.7% | 1.764% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,888 | $210K | 0.0% | N/A | 0.257% | |
| 1/16/2024 | Raymond James & Associates | 122,590 | $2.60M | 0.0% | N/A | 3.184% | |
| 1/9/2024 | Elevated Capital Advisors LLC | 88,004 | $1.87M | 0.6% | +8.9% | 2.286% | |
| 11/16/2023 | Harbour Investments Inc. | 77,433 | $1.55M | 0.1% | -2.8% | 2.011% | |
| 11/8/2023 | Aptus Capital Advisors LLC | 5,902 | $118K | 0.0% | -21.5% | 0.153% | |
| 11/7/2023 | Darwin Wealth Management LLC | 606,988 | $12.12M | 3.3% | -1.3% | 15.766% | |
| 10/31/2023 | AlphaMark Advisors LLC | 7,383 | $147K | 0.1% | -16.6% | 0.192% | |
| 10/26/2023 | Altfest L J & Co. Inc. | 57,195 | $1.14M | 0.2% | +7.4% | 1.486% | |
| 10/25/2023 | Advisor Resource Council | 51,797 | $1.04M | 0.5% | +29.5% | 1.345% | |
| 10/19/2023 | GDS Wealth Management | 447,078 | $8.93M | 1.4% | +12.4% | 11.612% | |
| 10/17/2023 | Elevated Capital Advisors LLC | 80,806 | $1.61M | 0.5% | +3.8% | 2.099% | |
| 10/13/2023 | Arkadios Wealth Advisors | 16,701 | $334K | 0.0% | -9.2% | 0.434% | |
| 10/12/2023 | Richard W. Paul & Associates LLC | 1,541 | $31K | 0.0% | -98.4% | 0.040% | |
| 10/12/2023 | WealthOne LLC | 11,838 | $236K | 0.1% | -17.2% | 0.307% | |
| 8/18/2023 | Elevated Capital Advisors LLC | 77,864 | $1.66M | 0.6% | +32.1% | 2.022% | |
| 8/14/2023 | Cerity Partners LLC | 59,994 | $1.28M | 0.0% | -90.7% | 1.558% | |
| 8/10/2023 | GeoWealth Management LLC | 39,578 | $846K | 0.1% | +11.6% | 1.028% | |
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| 8/9/2023 | Altfest L J & Co. Inc. | 53,275 | $1.14M | 0.2% | +16.1% | 1.384% | |
| 8/8/2023 | Chicago Partners Investment Group LLC | 56,545 | $1.18M | 0.1% | +4.9% | 1.469% | |
| 7/31/2023 | LPL Financial LLC | 96,499 | $2.06M | 0.0% | -11.0% | 2.075% | |
| 7/28/2023 | AlphaMark Advisors LLC | 8,853 | $189K | 0.1% | -13.9% | 0.190% | |
| 7/27/2023 | Victory Capital Management Inc. | 43,166 | $922K | 0.0% | -62.0% | 0.928% | |
| 7/27/2023 | GDS Wealth Management | 397,723 | $8.49M | 1.4% | +9.9% | 8.553% | |
| 7/27/2023 | Root Financial Partners LLC | 22,992 | $491K | 0.3% | -11.0% | 0.494% | |
| 7/25/2023 | Richard W. Paul & Associates LLC | 97,363 | $2.08M | 0.9% | +1.5% | 2.094% | |
| 7/24/2023 | Aspire Private Capital LLC | 1,518 | $32K | 0.0% | N/A | 0.033% | |
| 7/21/2023 | Walkner Condon Financial Advisors LLC | 325,502 | $6.95M | 1.8% | +2.7% | 7.000% | |
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