| 5/19/2025 | SageView Advisory Group LLC | 56,820 | $1.51M | 0.1% | +16.5% | 1.973% | |
| 5/14/2025 | Kestra Advisory Services LLC | 45,052 | $1.20M | 0.0% | -24.4% | 1.638% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 7,319 | $194K | 0.3% | +7.6% | 0.266% | |
| 5/12/2025 | Berger Financial Group Inc | 12,810 | $340K | 0.0% | -43.8% | 0.466% | |
| 5/7/2025 | First Heartland Consultants Inc. | 22,237 | $590K | 0.1% | -5.7% | 0.809% | |
| 5/6/2025 | Cetera Investment Advisers | 22,733 | $603K | 0.0% | -2.1% | 0.827% | |
| 5/1/2025 | Corrado Advisors LLC | 81,218 | $2.16M | 1.4% | -0.6% | 2.953% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,842 | $553K | 0.0% | +2.1% | 0.758% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 32,085 | $851K | 0.1% | -10.9% | 1.167% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 95,732 | $2.54M | 0.5% | -1.4% | 4.293% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,791 | $286K | 0.0% | -6.2% | 0.484% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 1,798 | $48K | 0.0% | -18.2% | 0.081% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 10,734 | $285K | 0.0% | -32.9% | 0.481% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,185 | $31K | 0.0% | N/A | 0.053% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 3,531 | $91K | 0.0% | N/A | 0.161% | |
| 2/18/2025 | First Heartland Consultants Inc. | 23,582 | $610K | 0.1% | -2.2% | 0.726% | |
| 2/17/2025 | Cetera Investment Advisers | 23,210 | $600K | 0.0% | -8.3% | 0.714% | |
| 2/17/2025 | Citadel Advisors LLC | 16,456 | $426K | 0.0% | N/A | 0.506% | |
| 2/14/2025 | Berger Financial Group Inc | 22,791 | $590K | 0.0% | -13.0% | 0.701% | |
| 2/14/2025 | WPWealth LLP | 10,672 | $276K | 0.1% | -21.8% | 0.328% | |
| 2/14/2025 | Tradition Wealth Management LLC | 146,776 | $3.80M | 0.3% | -1.1% | 4.516% | |
| 2/13/2025 | Raymond James Financial Inc. | 15,995 | $414K | 0.0% | N/A | 0.492% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 20,415 | $528K | 0.0% | -4.2% | 0.628% | |
| 2/12/2025 | OLD Mission Capital LLC | 11,756 | $304K | 0.0% | N/A | 0.362% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 97,131 | $2.51M | 0.5% | N/A | 2.989% | |
| 2/11/2025 | LPL Financial LLC | 15,090 | $390K | 0.0% | -7.9% | 0.464% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 14,686 | $380K | 0.1% | -9.4% | 0.452% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 58,312 | $1.51M | 0.0% | -11.6% | 1.794% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 9,882 | $256K | 0.0% | -16.9% | 0.304% | |
| 2/7/2025 | HighTower Advisors LLC | 10,461 | $271K | 0.0% | -11.0% | 0.322% | |
| 2/6/2025 | Raymond James Financial Inc. | 15,995 | $414K | 0.0% | N/A | 0.492% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 9,966 | $258K | 0.0% | +44.5% | 0.307% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 36,013 | $932K | 0.1% | -14.8% | 1.108% | |
| 2/5/2025 | Corrado Advisors LLC | 81,724 | $2.11M | 1.4% | -5.8% | 2.515% | |
| 2/4/2025 | IFP Advisors Inc | 1,215 | $31K | 0.0% | -58.3% | 0.037% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 9,851 | $255K | 0.0% | -43.1% | 0.303% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 15,988 | $414K | 0.0% | +33.4% | 0.492% | |
| 11/15/2024 | SageView Advisory Group LLC | 48,750 | $1.32M | 0.1% | -3.2% | 1.500% | |
| 11/14/2024 | Tradition Wealth Management LLC | 148,362 | $4.01M | 0.4% | -3.0% | 4.565% | |
| 11/6/2024 | Straight Path Wealth Management | 8,408 | $227K | 0.1% | +7.8% | 0.259% | |
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| 11/5/2024 | First Heartland Consultants Inc. | 24,112 | $651K | 0.1% | -76.1% | 0.742% | |
| 11/1/2024 | TCTC Holdings LLC | 3,479 | $94K | 0.0% | N/A | 0.107% | |
| 11/1/2024 | Corrado Advisors LLC | 86,718 | $2.34M | 1.5% | -2.6% | 2.668% | |
| 10/31/2024 | Global Strategic Investment Solutions LLC | 42,267 | $1.14M | 0.1% | -75.9% | 1.301% | |
| 10/3/2024 | Private Client Services LLC | 31,357 | $847K | 0.5% | -3.3% | 0.965% | |
| 8/16/2024 | Sunbelt Securities Inc. | 6,857 | $177K | 0.0% | +142.0% | 0.211% | |
| 8/16/2024 | Straight Path Wealth Management | 7,800 | $202K | 0.1% | N/A | 0.240% | |
| 8/15/2024 | Wick Capital Partners LLC | 8,933 | $231K | 0.1% | N/A | 0.275% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 2,474 | $64K | 0.0% | -25.6% | 0.076% | |
| 8/8/2024 | WPWealth LLP | 14,443 | $373K | 0.1% | +35.3% | 0.444% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 69,469 | $1.80M | 0.0% | +13.7% | 2.138% | |
| 7/29/2024 | Private Client Services LLC | 32,424 | $838K | 0.5% | N/A | 0.998% | |
| 7/25/2024 | First Heartland Consultants Inc. | 101,087 | $2.61M | 0.2% | -3.7% | 3.110% | |
| 7/18/2024 | Brookstone Capital Management | 22,338 | $586K | 0.0% | +28.8% | 0.687% | |
| 7/17/2024 | AdvisorNet Financial Inc | 15,972 | $413K | 0.0% | +5.4% | 0.491% | |
| 5/16/2024 | WPWealth LLP | 10,672 | $268K | 0.1% | -46.6% | 0.328% | |
| 5/9/2024 | Corrado Advisors LLC | 81,854 | $2.06M | 1.4% | -4.7% | 2.519% | |
| 5/9/2024 | SageView Advisory Group LLC | 15,746 | $386K | 0.0% | -66.1% | 0.484% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 8,897 | $223K | 0.0% | -7.4% | 0.274% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 13,248 | $333K | 0.0% | -6.9% | 0.408% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 16,217 | $407K | 0.2% | -57.1% | 0.499% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 61,119 | $1.54M | 0.0% | -2.6% | 1.881% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 35,933 | $902K | 0.0% | -17.4% | 1.106% | |
| 4/15/2024 | Brookstone Capital Management | 17,338 | $435K | 0.0% | +5.0% | 0.649% | |
| 4/15/2024 | Sunbelt Securities Inc. | 2,833 | $71K | 0.0% | -42.7% | 0.106% | |
| 4/1/2024 | Michael S. Ryan Inc. | 23,251 | $584K | 0.5% | -2.8% | 0.871% | |
| 3/6/2024 | SageView Advisory Group LLC | 46,474 | $1.13M | 0.0% | +19.0% | 1.741% | |
| 2/12/2024 | Glovista Investments LLC | 138,712 | $3.48M | 1.6% | -2.5% | 5.195% | |
| 2/12/2024 | Tradition Wealth Management LLC | 158,993 | $4.00M | 0.4% | -3.2% | 5.955% | |
| 2/9/2024 | SageView Advisory Group LLC | 46,474 | $1.13M | 0.0% | +19.0% | 1.741% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 9,609 | $242K | 0.0% | -74.7% | 0.360% | |
| 2/7/2024 | Principal Securities Inc. | 29,471 | $741K | 0.0% | N/A | 1.104% | |
| 2/5/2024 | Pillar Wealth Advisors LLC | 8,053 | $203K | 0.2% | -14.2% | 0.302% | |
| 2/1/2024 | Corrado Advisors LLC | 85,851 | $2.16M | 1.8% | -3.4% | 3.215% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 1,812 | $46K | 0.0% | N/A | 0.068% | |
| 2/1/2024 | CWM LLC | 3,373 | $85K | 0.0% | +43.1% | 0.126% | |
| 1/16/2024 | Raymond James & Associates | 9,197 | $231K | 0.0% | N/A | 0.344% | |
| 1/11/2024 | Brookstone Capital Management | 16,516 | $415K | 0.0% | +14.1% | 0.619% | |
| 1/11/2024 | FORVIS Wealth Advisors LLC | 43,511 | $1.09M | 0.0% | -13.8% | 1.630% | |
| 1/5/2024 | Michael S. Ryan Inc. | 23,924 | $602K | 0.5% | -7.8% | 0.896% | |
| 1/5/2024 | WealthPLAN Partners LLC | 21,202 | $533K | 0.1% | +30.9% | 0.794% | |
| 12/11/2023 | Glovista Investments LLC | 142,226 | $3.42M | 2.0% | +1.4% | 5.327% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 16,202 | $390K | 0.0% | N/A | 0.607% | |
| 11/13/2023 | Kestra Advisory Services LLC | 34,279 | $825K | 0.0% | +9.3% | 1.284% | |
| 11/9/2023 | WealthPlan Investment Management LLC | 16,202 | $390K | 0.0% | N/A | 0.607% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 38,036 | $915K | 0.0% | +1.8% | 1.425% | |
| 11/6/2023 | Corrado Advisors LLC | 88,861 | $2.14M | 1.5% | -1.1% | 3.328% | |
| 11/6/2023 | Lincoln National Corp | 56,318 | $1.36M | 0.0% | -1.7% | 2.109% | |
| 11/3/2023 | Berger Financial Group Inc | 14,718 | $354K | 0.0% | +19.2% | 0.551% | |
| 11/1/2023 | Michael S. Ryan Inc. | 25,948 | $614K | 0.6% | -1.7% | 0.972% | |
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| 10/26/2023 | FORVIS Wealth Advisors LLC | 50,490 | $1.22M | 0.0% | -2.7% | 1.891% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 40,151 | $966K | 0.0% | -3.8% | 1.504% | |
| 10/13/2023 | Global Strategic Investment Solutions LLC | 101,474 | $2.44M | 0.3% | -73.7% | 3.801% | |
| 10/12/2023 | WPWealth LLP | 20,790 | $500K | 0.2% | -43.8% | 0.779% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 2,018 | $49K | 0.0% | N/A | 0.076% | |
| 8/24/2023 | Arlington Capital Management Inc. | 14,611 | $360K | 0.3% | -43.5% | 0.547% | |
| 8/16/2023 | Glovista Investments LLC | 140,235 | $3.44M | 1.8% | N/A | 5.252% | |
| 8/11/2023 | SageView Advisory Group LLC | 39,051 | $962K | 0.1% | +58.9% | 1.463% | |
| 8/11/2023 | Kestra Advisory Services LLC | 31,357 | $772K | 0.0% | +33.4% | 1.174% | |
| 8/10/2023 | Personal CFO Solutions LLC | 155,614 | $3.83M | 0.8% | +1.7% | 5.828% | |
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