| 5/2/2025 | Apollon Financial LLC | 33,054 | $1.38M | 0.3% | +3.1% | 0.309% | |
| 5/2/2025 | Apollon Wealth Management LLC | 1,391,392 | $58.08M | 1.3% | +41.3% | 13.028% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 8,649 | $361K | 0.2% | +3.1% | 0.081% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 43,785 | $1.83M | 0.4% | +23.7% | 0.410% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 836,298 | $34.91M | 0.0% | +134.1% | 7.831% | |
| 4/29/2025 | Bank of New York Mellon Corp | 147,831 | $6.17M | 0.0% | +5.4% | 1.384% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 149,478 | $6.24M | 1.2% | +0.9% | 1.400% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 100,015 | $4.17M | 0.4% | -4.1% | 0.936% | |
| 4/28/2025 | Novem Group | 229,331 | $9.57M | 1.3% | +48.4% | 2.147% | |
| 4/28/2025 | ABLE Financial Group LLC | 8,911 | $372K | 0.1% | -4.1% | 0.083% | |
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| 4/25/2025 | Cypress Capital LLC | 19,494 | $814K | 0.2% | -21.2% | 0.183% | |
| 4/23/2025 | Golden State Equity Partners | 10,689 | $446K | 0.1% | +8.6% | 0.100% | |
| 4/23/2025 | Team Financial Group LLC | 271,791 | $11.35M | 6.5% | +3.8% | 2.545% | |
| 4/23/2025 | Continuum Advisory LLC | 3,353 | $140K | 0.0% | N/A | 0.031% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 153,437 | $6.40M | 3.5% | +6.5% | 1.437% | |
| 4/21/2025 | Advisory Resource Group | 197,181 | $8.23M | 1.7% | +6.9% | 1.846% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 100,015 | $4.17M | 0.4% | -4.1% | 0.936% | |
| 4/18/2025 | Huntleigh Advisors Inc. | 200,000 | $8.19M | 5.0% | N/A | 1.873% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,983 | $417K | 0.0% | -35.2% | 0.093% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 19,148 | $787K | 0.4% | -7.6% | 0.179% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 7,716 | $322K | 0.0% | -6.2% | 0.072% | |
| 4/11/2025 | Cora Capital Advisors LLC | 6,482 | $271K | 0.1% | +21.4% | 0.063% | |
| 4/7/2025 | Howard Financial Services LTD. | 669,232 | $27.93M | 3.8% | -5.9% | 6.510% | |
| 4/3/2025 | First Citizens Financial Corp | 28,550 | $1.19M | 0.7% | -7.2% | 0.278% | |
| 2/27/2025 | ABLE Financial Group LLC | 9,289 | $380K | 0.1% | -91.1% | 0.096% | |
| 2/18/2025 | Pinnacle Financial Group LLC IL | 22,004 | $901K | 0.4% | +52.5% | 0.389% | |
| 2/18/2025 | Novem Group | 154,561 | $6.33M | 0.9% | N/A | 2.736% | |
| 2/18/2025 | First Heartland Consultants Inc. | 6,778 | $278K | 0.0% | N/A | 0.120% | |
| 2/17/2025 | Citadel Advisors LLC | 31,688 | $1.30M | 0.0% | +210.0% | 0.561% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 8,356 | $342K | 0.4% | N/A | 0.148% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 440,878 | $18.06M | 1.5% | +18.0% | 7.803% | |
| 2/14/2025 | Jane Street Group LLC | 27,074 | $1.11M | 0.0% | +169.3% | 0.479% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 76,288 | $3.13M | 0.0% | +145.8% | 1.350% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 640,590 | $26.24M | 0.3% | +4.3% | 11.338% | |
| 2/14/2025 | Stifel Financial Corp | 38,733 | $1.59M | 0.0% | +53.8% | 0.686% | |
| 2/13/2025 | MSH Capital Advisors LLC | 47,231 | $1.94M | 0.6% | N/A | 0.836% | |
| 2/13/2025 | NewEdge Advisors LLC | 86,706 | $3.55M | 0.0% | +4.2% | 1.535% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 10,765 | $441K | 0.0% | N/A | 0.191% | |
| 2/13/2025 | Coign Capital Advisors LLC | 78,187 | $3.20M | 3.0% | N/A | 1.384% | |
| 2/13/2025 | Kelman Lazarov Inc. | 19,048 | $780K | 0.1% | +4.7% | 0.337% | |
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| 2/13/2025 | Raymond James Financial Inc. | 91,517 | $3.75M | 0.0% | N/A | 1.620% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 357,220 | $14.63M | 0.0% | +9.1% | 6.322% | |
| 2/11/2025 | Modern Wealth Management LLC | 41,337 | $1.70M | 0.1% | +130.2% | 0.732% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 61,432 | $2.52M | 0.0% | +168.6% | 1.087% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 28,354 | $1.16M | 0.0% | +102.4% | 0.502% | |
| 2/7/2025 | HighTower Advisors LLC | 83,954 | $3.44M | 0.0% | +23.5% | 1.486% | |
| 2/6/2025 | Raymond James Financial Inc. | 91,517 | $3.75M | 0.0% | N/A | 1.620% | |
| 2/6/2025 | Jones Financial Companies Lllp | 65,336 | $2.68M | 0.0% | +323.8% | 1.156% | |
| 2/5/2025 | Maia Wealth LLC | 36,147 | $1.49M | 0.3% | +63.5% | 0.640% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 20,712 | $848K | 0.4% | +13.8% | 0.367% | |
| 2/4/2025 | Bank of New York Mellon Corp | 140,309 | $5.75M | 0.0% | +168.8% | 2.483% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 8,393 | $344K | 0.1% | -13.8% | 0.149% | |
| 2/3/2025 | Cypress Capital LLC | 24,724 | $1.01M | 0.3% | +37.9% | 0.438% | |
| 1/31/2025 | SilverOak Wealth Management LLC | 35,401 | $1.45M | 0.3% | +113.9% | 0.627% | |
| 1/31/2025 | Sanctuary Advisors LLC | 42,311 | $1.75M | 0.0% | +5.6% | 0.749% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 25,412 | $1.04M | 0.1% | +29.5% | 0.450% | |
| 1/28/2025 | Advisory Resource Group | 184,409 | $7.55M | 1.6% | +49.4% | 3.264% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 5,182 | $212K | 0.0% | -28.8% | 0.092% | |
| 1/28/2025 | Apollon Wealth Management LLC | 984,434 | $40.32M | 0.9% | +6.4% | 17.424% | |
| 1/28/2025 | Apollon Financial LLC | 32,057 | $1.31M | 0.3% | +28.9% | 0.567% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 104,321 | $4.28M | 0.4% | N/A | 1.846% | |
| 1/24/2025 | Golden State Equity Partners | 9,843 | $403K | 0.1% | +5.3% | 0.174% | |
| 1/24/2025 | AJ Advisors LLC | 142,764 | $5.85M | 3.0% | +1.9% | 2.527% | |
| 1/22/2025 | Integrity Wealth Solutions LLC | 144,094 | $5.93M | 3.3% | +14.3% | 2.550% | |
| 1/22/2025 | Mount Yale Investment Advisors LLC | 10,788 | $442K | 0.0% | N/A | 0.191% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 6,546 | $268K | 0.0% | N/A | 0.116% | |
| 1/21/2025 | Cora Capital Advisors LLC | 5,341 | $219K | 0.1% | N/A | 0.095% | |
| 1/21/2025 | Team Financial Group LLC | 261,880 | $10.73M | 6.4% | +7.9% | 4.635% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 15,408 | $631K | 0.0% | +29.3% | 0.273% | |
| 1/17/2025 | Genesis Private Wealth LLC | 189,923 | $7.78M | 4.3% | N/A | 3.361% | |
| 1/15/2025 | Howard Financial Services LTD. | 711,401 | $29.14M | 4.0% | +13.0% | 12.591% | |
| 1/3/2025 | First Citizens Financial Corp | 30,764 | $1.26M | 0.7% | -8.8% | 0.544% | |
| 11/25/2024 | Sanctuary Advisors LLC | 40,076 | $1.66M | 0.0% | +36.2% | 0.709% | |
| 11/20/2024 | Advisory Resource Group | 123,457 | $5.29M | 1.1% | +3.7% | 2.185% | |
| 11/15/2024 | Jane Street Group LLC | 10,053 | $431K | 0.0% | -18.9% | 0.178% | |
| 11/15/2024 | Stifel Financial Corp | 25,180 | $1.08M | 0.0% | +103.3% | 0.446% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 614,221 | $26.33M | 0.3% | -7.1% | 10.871% | |
| 11/15/2024 | HighTower Advisors LLC | 67,954 | $2.92M | 0.0% | +17.0% | 1.203% | |
| 11/14/2024 | Flow Traders U.S. LLC | 11,679 | $501K | 0.0% | -62.2% | 0.207% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 9,732 | $417K | 0.2% | +15.4% | 0.172% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 7,275 | $312K | 0.0% | +34.5% | 0.129% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 42,124 | $1.81M | 0.0% | N/A | 0.746% | |
| 11/5/2024 | Apollon Financial LLC | 24,878 | $1.07M | 0.3% | +12.3% | 0.440% | |
| 11/5/2024 | Apollon Wealth Management LLC | 925,154 | $39.65M | 1.1% | +2.8% | 16.374% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 19,626 | $841K | 0.1% | +5.2% | 0.347% | |
| 11/1/2024 | SilverOak Wealth Management LLC | 16,547 | $709K | 0.2% | +13.1% | 0.293% | |
| 11/1/2024 | ABLE Financial Group LLC | 103,985 | $4.46M | 1.4% | +12.0% | 1.840% | |
| 10/30/2024 | Maia Wealth LLC | 22,111 | $924K | 0.2% | N/A | 0.391% | |
| 10/30/2024 | Armor Investment Advisors LLC | 160,445 | $6.88M | 2.8% | +9.9% | 2.840% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 18,194 | $780K | 0.4% | +2.7% | 0.322% | |
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| 10/25/2024 | Golden State Equity Partners | 9,351 | $401K | 0.1% | +8.1% | 0.166% | |
| 10/23/2024 | Team Financial Group LLC | 242,714 | $10.40M | 6.4% | +8.1% | 4.296% | |
| 10/22/2024 | Axecap Investments LLC | 5,253 | $225K | 0.2% | N/A | 0.093% | |
| 10/21/2024 | Integrity Wealth Solutions LLC | 126,104 | $5.41M | 3.2% | +32.5% | 2.232% | |
| 10/8/2024 | CWM LLC | 2,500 | $107K | 0.0% | -35.9% | 0.044% | |
| 10/8/2024 | Howard Financial Services LTD. | 629,355 | $26.97M | 3.9% | +10.7% | 11.139% | |
| 10/7/2024 | Alpha Financial Partners LLC | 4,726 | $203K | 0.1% | N/A | 0.084% | |
| 10/3/2024 | First Citizens Financial Corp | 33,722 | $1.45M | 0.8% | -2.3% | 0.597% | |
| 9/5/2024 | Sanctuary Advisors LLC | 29,432 | $1.19M | 0.0% | N/A | 0.521% | |
| 8/16/2024 | NewEdge Advisors LLC | 77,786 | $3.21M | 0.0% | -1.8% | 1.377% | |
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