| 4/29/2025 | Strategic Blueprint LLC | 90,311 | $3.11M | 0.2% | -11.7% | 1.627% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 64,647 | $2.23M | 0.6% | +4.3% | 1.165% | |
| 4/23/2025 | Spire Wealth Management | 12,422 | $428K | 0.0% | -29.5% | 0.224% | |
| 4/21/2025 | Clear Point Advisors Inc. | 17,194 | $593K | 0.5% | -7.2% | 0.310% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 7,093 | $244K | 0.1% | -7.1% | 0.128% | |
| 4/15/2025 | Focus Financial Network Inc. | 25,142 | $867K | 0.0% | -1.8% | 0.453% | |
| 4/9/2025 | HBW Advisory Services LLC | 8,177 | $282K | 0.0% | -6.1% | 0.163% | |
| 3/12/2025 | Centaurus Financial Inc. | 135,978 | $4.77M | 0.3% | -2.1% | 2.666% | |
| 2/17/2025 | Cetera Investment Advisers | 233,103 | $8.17M | 0.0% | +13.1% | 5.322% | |
| 2/14/2025 | Jane Street Group LLC | 15,605 | $547K | 0.0% | N/A | 0.356% | |
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| 2/14/2025 | Long Island Wealth Management Inc. | 46,934 | $1.65M | 1.0% | -9.8% | 1.072% | |
| 2/14/2025 | GeoWealth Management LLC | 9,101 | $319K | 0.0% | -61.4% | 0.208% | |
| 2/13/2025 | Raymond James Financial Inc. | 33,525 | $1.18M | 0.0% | N/A | 0.765% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 106,100 | $3.72M | 0.0% | -4.5% | 2.422% | |
| 2/12/2025 | Riggs Capital Management LLC | 11,249 | $394K | 0.4% | N/A | 0.257% | |
| 2/11/2025 | Grantvest Financial Group LLC | 18,476 | $648K | 0.7% | N/A | 0.422% | |
| 2/11/2025 | LPL Financial LLC | 66,080 | $2.32M | 0.0% | +27.1% | 1.509% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,463,214 | $51.31M | 0.1% | -0.6% | 33.407% | |
| 2/10/2025 | Farther Finance Advisors LLC | 8,258 | $290K | 0.0% | -39.7% | 0.189% | |
| 2/7/2025 | Moors & Cabot Inc. | 5,750 | $202K | 0.0% | -46.5% | 0.131% | |
| 2/6/2025 | Raymond James Financial Inc. | 33,525 | $1.18M | 0.0% | N/A | 0.765% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 51,837 | $1.82M | 1.7% | N/A | 1.183% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,500 | $53K | 0.0% | N/A | 0.034% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 96,529 | $3.39M | 0.0% | -2.4% | 2.204% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 25,467 | $893K | 0.1% | -5.8% | 0.581% | |
| 1/29/2025 | Focus Financial Network Inc. | 25,601 | $898K | 0.0% | -1.8% | 0.584% | |
| 1/24/2025 | Compass Advisory Group LLC | 46,591 | $1.63M | 0.6% | -12.5% | 1.064% | |
| 1/23/2025 | Strategic Blueprint LLC | 102,276 | $3.59M | 0.2% | -57.3% | 2.335% | |
| 1/16/2025 | Access Financial Services Inc. | 13,813 | $484K | 0.2% | -21.7% | 0.315% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 61,973 | $2.17M | 0.6% | +41.5% | 1.415% | |
| 1/10/2025 | HBW Advisory Services LLC | 8,711 | $305K | 0.0% | -34.0% | 0.199% | |
| 12/16/2024 | SMART Wealth LLC | 19,574 | $676K | 0.3% | N/A | 0.447% | |
| 11/15/2024 | MML Investors Services LLC | 5,946 | $205K | 0.0% | N/A | 0.136% | |
| 11/12/2024 | Centaurus Financial Inc. | 138,954 | $4.80M | 0.3% | -9.6% | 3.172% | |
| 11/8/2024 | Moors & Cabot Inc. | 10,750 | $371K | 0.0% | +74.8% | 0.245% | |
| 11/6/2024 | BCGM Wealth Management LLC | 11,017 | $381K | 0.1% | N/A | 0.252% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,540 | $226K | 0.0% | +5.1% | 0.149% | |
| 11/5/2024 | Harbour Investments Inc. | 21,016 | $726K | 0.0% | +98.9% | 0.480% | |
| 10/29/2024 | Farther Finance Advisors LLC | 13,698 | $473K | 0.0% | +151.8% | 0.313% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,167 | $40K | 0.0% | N/A | 0.027% | |
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| 10/28/2024 | Focus Financial Network Inc. | 26,079 | $901K | 0.0% | +12.3% | 0.595% | |
| 10/25/2024 | Strategic Blueprint LLC | 239,713 | $8.28M | 0.5% | -12.4% | 5.473% | |
| 10/24/2024 | FSA Advisors Inc. | 6,786 | $226K | 0.2% | N/A | 0.155% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 120,687 | $4.17M | 1.2% | +0.4% | 2.755% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 44,526 | $1.54M | 0.2% | -2.3% | 1.017% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 7,875 | $272K | 0.1% | -7.1% | 0.180% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 43,802 | $1.51M | 0.4% | N/A | 1.000% | |
| 10/21/2024 | Kaye Capital Management | 92,484 | $3.19M | 1.3% | N/A | 2.112% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 1,471,569 | $50.83M | 0.1% | +5.8% | 33.597% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 17,892 | $618K | 0.1% | +71.8% | 0.408% | |
| 10/15/2024 | American Asset Management Inc. | 161,308 | $5.57M | 6.0% | -0.5% | 3.683% | |
| 10/9/2024 | Castle Rock Wealth Management LLC | 25,571 | $880K | 0.2% | N/A | 0.584% | |
| 10/4/2024 | HBW Advisory Services LLC | 13,195 | $456K | 0.1% | N/A | 0.301% | |
| 10/2/2024 | Mid American Wealth Advisory Group Inc. | 281,077 | $9.71M | 6.1% | N/A | 6.417% | |
| 9/23/2024 | Centaurus Financial Inc. | 153,690 | $5.12M | 0.3% | -28.2% | 3.509% | |
| 8/22/2024 | Cetera Investment Advisers | 183,949 | $6.13M | 0.0% | -6.5% | 4.200% | |
| 8/16/2024 | Long Island Wealth Management Inc. | 52,059 | $1.73M | 1.2% | -1.0% | 1.189% | |
| 8/13/2024 | AE Wealth Management LLC | 1,291,188 | $43.01M | 0.4% | +8,183.7% | 29.479% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 58,337 | $1.94M | 0.0% | -6.3% | 1.332% | |
| 8/6/2024 | Lloyd Advisory Services LLC. | 234,697 | $7.82M | 3.7% | N/A | 5.358% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 1,391,009 | $46.34M | 0.1% | +0.2% | 31.758% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 27,217 | $907K | 0.1% | -4.7% | 0.621% | |
| 7/27/2024 | Strategic Blueprint LLC | 273,727 | $9.12M | 0.6% | +3.2% | 6.249% | |
| 7/26/2024 | Harbour Investments Inc. | 10,567 | $352K | 0.0% | +9.3% | 0.241% | |
| 7/25/2024 | First Heartland Consultants Inc. | 6,220 | $207K | 0.0% | -6.1% | 0.142% | |
| 7/25/2024 | Pineridge Advisors LLC | 1,294 | $43K | 0.0% | +212.6% | 0.030% | |
| 7/25/2024 | POM Investment Strategies LLC | 12,593 | $419K | 0.3% | N/A | 0.288% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 67,102 | $2.24M | 0.0% | +47.3% | 1.532% | |
| 7/22/2024 | Focus Financial Network Inc. | 23,217 | $782K | 0.0% | +14.0% | 0.530% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 120,171 | $4.00M | 1.2% | N/A | 2.744% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 16,970 | $565K | 0.0% | +28.9% | 0.387% | |
| 7/15/2024 | American Asset Management Inc. | 162,117 | $5.40M | 6.4% | N/A | 3.701% | |
| 7/15/2024 | RFG Advisory LLC | 14,976 | $499K | 0.0% | -2.0% | 0.342% | |
| 7/12/2024 | Diversify Advisory Services LLC | 41,501 | $1.40M | 0.1% | N/A | 0.948% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 8,475 | $282K | 0.1% | -5.2% | 0.193% | |
| 7/10/2024 | Csenge Advisory Group | 18,903 | $630K | 0.0% | +72.3% | 0.432% | |
| 5/24/2024 | Cetera Advisors LLC | 32,411 | $1.06M | 0.0% | -52.5% | 0.740% | |
| 5/24/2024 | Cetera Investment Advisers | 196,746 | $6.42M | 0.0% | +116.1% | 4.492% | |
| 5/10/2024 | Osaic Holdings Inc. | 368,127 | $12.01M | 0.0% | -33.0% | 8.217% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 13,162 | $429K | 0.0% | +16.8% | 0.294% | |
| 5/4/2024 | Csenge Advisory Group | 10,973 | $358K | 0.0% | -21.4% | 0.245% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,387,880 | $45.26M | 0.1% | -6.8% | 30.979% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 28,565 | $932K | 0.1% | -27.5% | 0.610% | |
| 4/23/2024 | Strategic Blueprint LLC | 265,277 | $8.65M | 0.6% | +6.9% | 5.668% | |
| 4/23/2024 | Accurate Wealth Management LLC | 7,040 | $226K | 0.1% | -8.0% | 0.150% | |
| 4/11/2024 | RFG Advisory LLC | 15,278 | $498K | 0.0% | -88.0% | 0.326% | |
| 3/1/2024 | Pineridge Advisors LLC | 1,665 | $52K | 0.0% | N/A | 0.024% | |
| 2/26/2024 | Centaurus Financial Inc. | 216,018 | $6.74M | 0.5% | -1.8% | 3.167% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 188,597 | $5.88M | 0.0% | +5.8% | 2.765% | |
| 2/13/2024 | Lloyd Advisory Services LLC. | 70,931 | $2.21M | 1.0% | N/A | 1.040% | |
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| 2/12/2024 | Focus Financial Network Inc. ADV | 20,371 | $636K | 0.0% | N/A | 0.299% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 39,402 | $1.23M | 0.1% | -5.3% | 0.578% | |
| 2/8/2024 | First Heartland Consultants Inc. | 6,625 | $207K | 0.0% | -4.5% | 0.097% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 7,324 | $229K | 0.0% | -23.5% | 0.107% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,269 | $352K | 0.0% | N/A | 0.165% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 1,489,088 | $46.46M | 0.1% | -4.6% | 21.834% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 58,638 | $1.83M | 0.0% | -0.9% | 0.860% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 8,987 | $280K | 0.1% | -5.3% | 0.132% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 51,156 | $1.60M | 0.6% | +120.7% | 0.750% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 11,330 | $353K | 0.1% | N/A | 0.166% | |
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