| 8/1/2025 | Advisory Alpha LLC | 272,296 | $5.41M | 0.2% | +9.7% | 3.042% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 18,828 | $374K | 0.0% | +13.4% | 0.210% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 10,753 | $214K | 0.1% | N/A | 0.120% | |
| 7/25/2025 | CWM LLC | 6,166 | $123K | 0.0% | +11.3% | 0.069% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 34,892 | $693K | 0.0% | N/A | 0.390% | |
| 7/17/2025 | Sound Income Strategies LLC | 551,475 | $10.96M | 0.6% | +85.8% | 6.162% | |
| 7/16/2025 | Embree Financial Group | 40,303 | $801K | 0.1% | -13.2% | 0.450% | |
| 7/14/2025 | Sowell Financial Services LLC | 827,259 | $16.44M | 0.7% | -3.0% | 9.243% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 17,244 | $343K | 0.0% | -3.0% | 0.193% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 165,512 | $3.28M | 1.2% | N/A | 1.849% | |
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| 7/3/2025 | Whitcomb & Hess Inc. | 572,073 | $11.37M | 3.2% | +2.2% | 6.538% | |
| 5/20/2025 | Focus Partners Wealth | 12,993 | $258K | 0.0% | N/A | 0.160% | |
| 5/19/2025 | Advisory Alpha LLC | 248,304 | $4.92M | 0.2% | +15.6% | 3.065% | |
| 5/16/2025 | Jones Financial Companies Lllp | 19,354 | $388K | 0.0% | -36.5% | 0.239% | |
| 5/15/2025 | Baird Financial Group Inc. | 12,530 | $248K | 0.0% | -21.7% | 0.155% | |
| 5/13/2025 | HighTower Advisors LLC | 102,519 | $2.03M | 0.0% | +5.9% | 1.266% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 16,608 | $329K | 0.0% | -5.9% | 0.210% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 289,508 | $5.74M | 0.2% | +102.0% | 3.665% | |
| 5/7/2025 | LPL Financial LLC | 462,005 | $9.16M | 0.0% | +61.2% | 5.848% | |
| 5/6/2025 | Assetmark Inc. | 6,972 | $138K | 0.0% | +89.7% | 0.088% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 1,296 | $25K | 0.0% | +312.7% | 0.016% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 113,680 | $2.25M | 0.0% | -0.7% | 1.439% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 18,655 | $370K | 0.2% | +4.7% | 0.236% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 23,771 | $471K | 0.0% | +13.0% | 0.301% | |
| 4/23/2025 | Embree Financial Group | 46,426 | $920K | 0.2% | -20.0% | 0.588% | |
| 4/22/2025 | Runnymede Capital Advisors Inc. | 1,312 | $26K | 0.0% | N/A | 0.017% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 52,070 | $1.03M | 0.0% | +37.6% | 0.659% | |
| 4/17/2025 | Sowell Financial Services LLC | 852,762 | $16.90M | 0.8% | +13.7% | 10.863% | |
| 4/17/2025 | Sound Income Strategies LLC | 296,784 | $5.88M | 0.3% | N/A | 3.781% | |
| 4/15/2025 | Simplicity Wealth LLC | 112,686 | $2.23M | 0.2% | N/A | 1.435% | |
| 4/8/2025 | Whitcomb & Hess Inc. | 559,762 | $11.09M | 3.4% | +0.6% | 7.131% | |
| 4/8/2025 | Advisory Alpha LLC | 120,683 | $2.39M | 0.1% | -43.8% | 1.537% | |
| 2/17/2025 | Baird Financial Group Inc. | 16,007 | $315K | 0.0% | -21.7% | 0.230% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 143,309 | $2.82M | 0.1% | -40.5% | 2.062% | |
| 2/17/2025 | Bank of America Corp DE | 190,524 | $3.74M | 0.0% | +8.1% | 2.741% | |
| 2/14/2025 | Jane Street Group LLC | 25,877 | $508K | 0.0% | N/A | 0.372% | |
| 2/14/2025 | IHT Wealth Management LLC | 14,326 | $281K | 0.0% | N/A | 0.206% | |
| 2/14/2025 | GeoWealth Management LLC | 38,807 | $763K | 0.0% | +16.3% | 0.558% | |
| 2/13/2025 | Guggenheim Capital LLC | 54,366 | $1.07M | 0.0% | +6.4% | 0.782% | |
| 2/13/2025 | Raymond James Financial Inc. | 72,725 | $1.43M | 0.0% | N/A | 1.046% | |
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| 2/12/2025 | Murphy & Mullick Capital Management Corp | 18,036 | $354K | 0.3% | N/A | 0.260% | |
| 2/11/2025 | LPL Financial LLC | 286,680 | $5.63M | 0.0% | +0.6% | 4.125% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 43,284 | $851K | 0.0% | -6.9% | 0.623% | |
| 2/7/2025 | HighTower Advisors LLC | 96,794 | $1.90M | 0.0% | +7.4% | 1.393% | |
| 2/7/2025 | Sowell Financial Services LLC | 750,306 | $14.74M | 0.8% | +26.4% | 10.796% | |
| 2/6/2025 | Raymond James Financial Inc. | 72,725 | $1.43M | 0.0% | N/A | 1.046% | |
| 2/6/2025 | Assetmark Inc. | 3,676 | $72K | 0.0% | +321.6% | 0.053% | |
| 2/6/2025 | Jones Financial Companies Lllp | 30,459 | $599K | 0.0% | +71.1% | 0.438% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 17,810 | $350K | 0.1% | +7.2% | 0.256% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 114,481 | $2.25M | 0.0% | +2.0% | 1.647% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 17,749 | $350K | 0.0% | N/A | 0.255% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 21,028 | $413K | 0.0% | -2.6% | 0.303% | |
| 1/22/2025 | Whitcomb & Hess Inc. | 556,550 | $10.94M | 3.4% | -1.5% | 8.008% | |
| 1/21/2025 | Embree Financial Group | 58,003 | $1.14M | 0.2% | -12.7% | 0.835% | |
| 1/17/2025 | Advisory Alpha LLC | 214,754 | $4.22M | 0.2% | +20.3% | 3.090% | |
| 1/16/2025 | Royal Fund Management LLC | 224,636 | $4.42M | 0.4% | -47.7% | 3.232% | |
| 11/15/2024 | HighTower Advisors LLC | 90,116 | $1.82M | 0.0% | +3.0% | 1.297% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 16,613 | $336K | 0.1% | +50.7% | 0.239% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 112,242 | $2.27M | 0.0% | -4.3% | 1.615% | |
| 11/4/2024 | Baker Avenue Asset Management LP | 240,953 | $4.87M | 0.2% | +9.0% | 3.467% | |
| 10/18/2024 | Embree Financial Group | 66,404 | $1.34M | 0.2% | -6.7% | 0.955% | |
| 10/9/2024 | LifePro Asset Management | 166,800 | $3.37M | 2.1% | +4.9% | 2.400% | |
| 10/8/2024 | CWM LLC | 5,901 | $119K | 0.0% | -32.6% | 0.085% | |
| 10/8/2024 | Royal Fund Management LLC | 429,656 | $8.70M | 0.5% | +132.2% | 6.182% | |
| 10/2/2024 | Whitcomb & Hess Inc. | 565,026 | $11.43M | 3.4% | -2.2% | 8.130% | |
| 8/21/2024 | Advisory Alpha LLC | 163,448 | $3.19M | 0.1% | +44.3% | 2.352% | |
| 8/15/2024 | Oliver Lagore Vanvalin Investment Group | 132,167 | $2.58M | 0.7% | -13.9% | 1.902% | |
| 8/1/2024 | Embree Financial Group | 71,172 | $1.39M | 0.3% | -8.7% | 1.024% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 46,566 | $909K | 0.0% | +1.3% | 0.670% | |
| 7/18/2024 | Royal Fund Management LLC | 185,042 | $3.61M | 0.3% | +4.3% | 2.662% | |
| 7/11/2024 | Whitcomb & Hess Inc. | 577,726 | $11.27M | 3.5% | +4.0% | 8.313% | |
| 7/10/2024 | LifePro Asset Management | 158,997 | $3.10M | 2.2% | +152.1% | 2.288% | |
| 7/10/2024 | CWM LLC | 8,754 | $171K | 0.0% | -38.2% | 0.126% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 14,919 | $292K | 0.1% | N/A | 0.215% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 116,222 | $2.29M | 0.1% | +9.4% | 1.672% | |
| 5/6/2024 | Advisory Alpha LLC | 113,249 | $2.23M | 0.1% | +16.3% | 1.629% | |
| 5/4/2024 | Essex LLC | 238,396 | $4.70M | 1.1% | -1.7% | 3.430% | |
| 5/3/2024 | Embree Financial Group | 77,930 | $1.54M | 0.3% | -18.8% | 1.121% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 45,955 | $906K | 0.0% | -15.3% | 0.671% | |
| 4/26/2024 | LifePro Asset Management | 63,077 | $1.24M | 0.8% | +12.2% | 0.921% | |
| 4/24/2024 | 1900 Wealth Management LLC | 14,168 | $279K | 0.0% | -79.6% | 0.207% | |
| 4/15/2024 | Whitcomb & Hess Inc. | 555,425 | $10.95M | 3.5% | +4.0% | 8.108% | |
| 4/11/2024 | Royal Fund Management LLC | 177,421 | $3.50M | 0.3% | +7.4% | 1.887% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 14,437 | $285K | 0.1% | +9.2% | 0.154% | |
| 2/26/2024 | Virtu Financial LLC | 16,409 | $320K | 0.0% | N/A | 0.175% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 106,232 | $2.08M | 0.1% | -0.6% | 1.130% | |
| 2/6/2024 | Royal Fund Management LLC | 165,203 | $3.23M | 0.4% | +1.2% | 1.757% | |
| 2/1/2024 | 1900 Wealth Management LLC | 69,614 | $1.36M | 0.1% | -2.4% | 0.741% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 21,631 | $422K | 0.0% | +4.2% | 0.230% | |
| 2/1/2024 | CWM LLC | 24,272 | $474K | 0.0% | +3.6% | 0.258% | |
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| 1/31/2024 | Oliver Lagore Vanvalin Investment Group | 162,626 | $3.18M | 1.2% | -41.9% | 1.730% | |
| 1/29/2024 | Essex LLC | 242,579 | $4.74M | 1.2% | -3.4% | 2.581% | |
| 1/26/2024 | Cerity Partners LLC | 10,954 | $214K | 0.0% | N/A | 0.117% | |
| 1/24/2024 | Sowell Financial Services LLC | 676,248 | $13.21M | 0.7% | +9.7% | 7.194% | |
| 1/23/2024 | Advisory Alpha LLC | 97,399 | $1.90M | 0.1% | -7.5% | 1.036% | |
| 1/17/2024 | Whitcomb & Hess Inc. | 534,113 | $10.43M | 3.6% | -6.5% | 5.682% | |
| 11/13/2023 | LPL Financial LLC | 242,490 | $4.58M | 0.0% | +10.7% | 2.580% | |
| 11/13/2023 | WCG Wealth Advisors LLC | 14,057 | $266K | 0.0% | N/A | 0.150% | |
| 11/9/2023 | Oliver Lagore Vanvalin Investment Group | 279,980 | $5.29M | 2.1% | +21.4% | 2.979% | |
| 11/8/2023 | Sowell Financial Services LLC | 616,483 | $11.65M | 0.7% | +2.1% | 6.558% | |
