| 5/19/2025 | Jane Street Group LLC | 7,003 | $200K | 0.0% | -54.4% | 0.050% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 8,629 | $247K | 0.0% | N/A | 0.061% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 164,572 | $4.70M | 4.2% | -6.3% | 1.171% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 185,356 | $5.30M | 0.0% | +3.5% | 1.319% | |
| 5/13/2025 | HighTower Advisors LLC | 312,159 | $8.92M | 0.0% | +3.5% | 2.222% | |
| 5/12/2025 | Meridian Wealth Management LLC | 7,872 | $225K | 0.0% | N/A | 0.056% | |
| 5/12/2025 | WealthPLAN Partners LLC | 534,849 | $15.28M | 2.2% | +0.1% | 3.807% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 462,710 | $13.22M | 1.3% | -22.9% | 3.293% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,763 | $279K | 0.0% | -14.5% | 0.069% | |
| 5/9/2025 | Encompass More Asset Management | 29,708 | $849K | 0.3% | N/A | 0.211% | |
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| 5/7/2025 | LPL Financial LLC | 1,205,268 | $34.44M | 0.0% | +10.9% | 8.578% | |
| 5/6/2025 | Cetera Investment Advisers | 25,505 | $729K | 0.0% | +11.0% | 0.182% | |
| 5/6/2025 | AE Wealth Management LLC | 8,468 | $242K | 0.0% | -15.1% | 0.060% | |
| 5/6/2025 | Advisors Preferred LLC | 18,272 | $523K | 0.1% | N/A | 0.130% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 240,950 | $6.89M | 2.6% | -0.4% | 1.715% | |
| 5/5/2025 | Private Advisor Group LLC | 819,883 | $23.43M | 0.1% | +17.7% | 5.835% | |
| 5/2/2025 | Larson Financial Group LLC | 2,015 | $58K | 0.0% | N/A | 0.014% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 11,148 | $319K | 0.2% | -5.9% | 0.079% | |
| 5/1/2025 | CWM LLC | 540,212 | $15.44M | 0.1% | +6.5% | 3.845% | |
| 5/1/2025 | Stephens Inc. AR | 91,884 | $2.63M | 0.0% | +172.0% | 0.654% | |
| 5/1/2025 | 3EDGE Asset Management LP | 24,603 | $703K | 0.0% | N/A | 0.175% | |
| 5/1/2025 | Northwest Capital Management Inc | 3,703 | $106K | 0.0% | -32.4% | 0.026% | |
| 5/1/2025 | Harmony Asset Management LLC | 135,004 | $3.86M | 1.6% | +6.5% | 0.961% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 156,031 | $4.31M | 0.8% | +191.0% | 1.111% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 140,793 | $4.02M | 0.2% | -15.8% | 1.002% | |
| 4/30/2025 | Stratos Investment Management LLC | 197,148 | $5.63M | 0.3% | N/A | 1.403% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 290,085 | $8.29M | 0.0% | +140.2% | 2.065% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 64,738 | $1.85M | 0.0% | +377.9% | 0.461% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 1,311 | $37K | 0.0% | N/A | 0.009% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 348,050 | $10.22M | 0.4% | -16.2% | 2.481% | |
| 4/25/2025 | Wise Wealth Partners | 75,376 | $2.15M | 5.1% | N/A | 0.537% | |
| 4/24/2025 | Cambridge Advisors Inc. | 19,209 | $549K | 0.1% | N/A | 0.137% | |
| 4/24/2025 | Golden State Wealth Management LLC | 5,158 | $147K | 0.0% | N/A | 0.037% | |
| 4/23/2025 | SFG Wealth Management LLC. | 36,936 | $1.06M | 0.5% | N/A | 0.263% | |
| 4/23/2025 | Western Wealth Management LLC | 10,913 | $312K | 0.0% | N/A | 0.078% | |
| 4/23/2025 | Alpine Bank Wealth Management | 1,852,658 | $52.94M | 8.5% | N/A | 13.205% | |
| 4/23/2025 | Golden State Wealth Management LLC | 10,316 | $295K | 0.0% | N/A | 0.074% | |
| 4/23/2025 | Financial Enhancement Group LLC | 86,194 | $2.42M | 0.4% | +43.8% | 0.614% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 839,669 | $23.99M | 5.7% | +62.5% | 5.985% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 116,456 | $3.33M | 0.1% | N/A | 0.830% | |
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| 4/14/2025 | Farther Finance Advisors LLC | 169,796 | $4.86M | 0.1% | N/A | 1.210% | |
| 4/10/2025 | Bay Rivers Group | 14,070 | $402K | 0.2% | +8.2% | 0.100% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 241,981 | $7.13M | 2.7% | +0.9% | 4.101% | |
| 2/18/2025 | Harmony Asset Management LLC | 126,719 | $3.74M | 1.5% | +64.7% | 2.148% | |
| 2/17/2025 | Cetera Investment Advisers | 22,982 | $678K | 0.0% | -26.3% | 0.390% | |
| 2/14/2025 | Jane Street Group LLC | 15,354 | $453K | 0.0% | N/A | 0.260% | |
| 2/14/2025 | Betterment LLC | 7,802 | $230K | 0.0% | N/A | 0.132% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 13,547 | $399K | 0.0% | N/A | 0.230% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 17,614 | $518K | 0.0% | N/A | 0.299% | |
| 2/14/2025 | MML Investors Services LLC | 76,607 | $2.26M | 0.0% | N/A | 1.298% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 120,784 | $3.56M | 0.0% | +282.4% | 2.047% | |
| 2/13/2025 | Smith Moore & CO. | 197,103 | $5.81M | 0.5% | -1.8% | 3.341% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,630 | $107K | 0.0% | +12.1% | 0.062% | |
| 2/11/2025 | LPL Financial LLC | 1,086,617 | $32.03M | 0.0% | +195.6% | 18.417% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 37,870 | $1.12M | 0.0% | -55.1% | 0.642% | |
| 2/7/2025 | PFG Advisors | 23,934 | $706K | 0.0% | -3.3% | 0.406% | |
| 2/7/2025 | HighTower Advisors LLC | 301,468 | $8.89M | 0.0% | +76.4% | 5.110% | |
| 2/6/2025 | Assetmark Inc. | 1,175 | $35K | 0.0% | N/A | 0.020% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 179,021 | $5.28M | 0.0% | +1.8% | 3.034% | |
| 2/5/2025 | Middleton & Co. Inc. MA | 13,025 | $384K | 0.0% | -18.5% | 0.221% | |
| 2/5/2025 | Proficio Capital Partners LLC | 308,656 | $9.10M | 0.0% | +2,848.0% | 5.231% | |
| 2/3/2025 | Private Advisor Group LLC | 696,683 | $20.54M | 0.1% | -21.2% | 11.808% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,413 | $336K | 0.0% | -18.8% | 0.193% | |
| 1/30/2025 | Principal Securities Inc. | 1,000 | $29K | 0.0% | N/A | 0.017% | |
| 1/30/2025 | WealthPlan Investment Management LLC | 599,917 | $17.69M | 1.7% | +65.0% | 10.168% | |
| 1/30/2025 | WealthPLAN Partners LLC | 534,413 | $15.76M | 2.2% | -5.3% | 9.058% | |
| 1/28/2025 | Stephens Inc. AR | 33,785 | $996K | 0.0% | N/A | 0.573% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 167,167 | $4.93M | 0.2% | +6.3% | 2.833% | |
| 1/23/2025 | Keudell Morrison Wealth Management | 516,588 | $15.23M | 4.0% | -0.5% | 8.756% | |
| 1/22/2025 | Bay Rivers Group | 13,000 | $383K | 0.2% | N/A | 0.220% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 53,619 | $1.59M | 0.3% | +42.4% | 0.909% | |
| 1/16/2025 | Lionsbridge Wealth Management LLC | 175,711 | $5.18M | 4.3% | +40.8% | 2.978% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 415,541 | $12.25M | 0.4% | +27.9% | 7.043% | |
| 1/14/2025 | Financial Enhancement Group LLC | 59,946 | $1.76M | 0.3% | -86.2% | 1.016% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,238 | $94K | 0.0% | +319.4% | 0.055% | |
| 11/15/2024 | Harmony Asset Management LLC | 76,927 | $2.22M | 0.8% | +31.9% | 1.304% | |
| 11/15/2024 | HighTower Advisors LLC | 170,857 | $4.94M | 0.0% | -24.0% | 2.896% | |
| 11/15/2024 | Hilltop Holdings Inc. | 14,932 | $431K | 0.0% | N/A | 0.253% | |
| 11/14/2024 | Captrust Financial Advisors | 55,159 | $1.59M | 0.0% | -25.1% | 0.935% | |
| 11/8/2024 | Avior Wealth Management LLC | 3,656 | $106K | 0.0% | -12.6% | 0.062% | |
| 11/5/2024 | WealthPlan Investment Management LLC | 363,611 | $10.50M | 1.1% | +1.1% | 6.163% | |
| 11/5/2024 | WealthPLAN Partners LLC | 564,333 | $16.30M | 2.2% | +3.4% | 9.565% | |
| 11/1/2024 | Lionsbridge Wealth Management LLC | 124,830 | $3.61M | 2.8% | +29.8% | 2.116% | |
| 10/31/2024 | Keudell Morrison Wealth Management | 519,326 | $15.00M | 4.1% | +2.7% | 8.802% | |
| 10/31/2024 | Financial Enhancement Group LLC | 435,918 | $12.59M | 2.2% | +1,232.1% | 7.388% | |
| 10/30/2024 | Ameritas Advisory Services LLC | 324,992 | $9.39M | 0.4% | -23.4% | 5.508% | |
| 10/24/2024 | Peterson Wealth Advisors LLC | 37,663 | $1.09M | 0.2% | -8.2% | 0.638% | |
| 10/23/2024 | Middleton & Co. Inc. MA | 15,975 | $461K | 0.1% | -20.6% | 0.271% | |
| 10/22/2024 | Private Advisor Group LLC | 884,372 | $25.54M | 0.2% | +267.3% | 14.989% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 6,944 | $201K | 0.0% | -40.8% | 0.118% | |
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| 10/18/2024 | Stratos Wealth Advisors LLC | 157,318 | $4.54M | 0.2% | +5.2% | 2.666% | |
| 10/8/2024 | CWM LLC | 470,887 | $13.60M | 0.1% | +26.9% | 7.981% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 80,845 | $2.34M | 0.1% | +21.2% | 1.370% | |
| 8/22/2024 | Cetera Investment Advisers | 208,628 | $5.77M | 0.0% | -2.7% | 3.536% | |
| 8/14/2024 | Harmony Asset Management LLC | 58,322 | $1.61M | 0.7% | +15.3% | 0.989% | |
| 8/12/2024 | Middleton & Co. Inc. MA | 20,107 | $556K | 0.1% | -62.3% | 0.341% | |
| 8/9/2024 | WealthPLAN Partners LLC | 545,585 | $15.10M | 1.6% | +0.7% | 9.247% | |
| 8/5/2024 | Private Advisor Group LLC | 240,747 | $6.66M | 0.0% | +505.9% | 4.080% | |
| 8/2/2024 | Financial Enhancement Group LLC | 32,723 | $904K | 0.1% | +14.1% | 0.555% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 11,737 | $325K | 0.0% | -27.1% | 0.199% | |
