| 7/29/2025 | Stratos Wealth Partners LTD. | 11,602 | $360K | 0.0% | +13.4% | 0.280% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 29,095 | $903K | 0.0% | -12.0% | 0.701% | |
| 7/16/2025 | Magnus Financial Group LLC | 44,340 | $1.38M | 0.1% | +12.0% | 1.062% | |
| 7/16/2025 | Tassel Capital Management Inc. | 28,753 | $893K | 0.7% | N/A | 0.689% | |
| 7/15/2025 | Accurate Wealth Management LLC | 28,913 | $921K | 0.1% | +109.0% | 0.693% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 11,794 | $366K | 0.1% | -31.4% | 0.282% | |
| 7/10/2025 | Worth Asset Management LLC | 11,742 | $365K | 0.2% | N/A | 0.281% | |
| 5/14/2025 | Entrewealth LLC | 23,199 | $706K | 0.5% | +154.4% | 0.595% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 528,237 | $16.07M | 5.4% | +4.8% | 13.545% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 33,062 | $1.01M | 0.0% | -1.4% | 0.848% | |
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| 5/8/2025 | Brentview Investment Management LLC | 1,000 | $30K | 0.0% | N/A | 0.026% | |
| 5/7/2025 | Avalon Capital Management | 77,079 | $2.35M | 0.7% | +13.1% | 2.112% | |
| 5/7/2025 | LPL Financial LLC | 463,901 | $14.11M | 0.0% | +11.0% | 12.710% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 33,274 | $1.01M | 0.0% | +97.3% | 0.912% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 21,090 | $642K | 0.0% | +2.2% | 0.578% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 6,787 | $207K | 0.0% | +6.5% | 0.186% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 20,274 | $617K | 0.2% | N/A | 0.555% | |
| 5/1/2025 | Austin Wealth Management LLC | 61,532 | $1.85M | 0.4% | +15.5% | 1.686% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 10,228 | $311K | 0.0% | -5.9% | 0.280% | |
| 4/21/2025 | ORG Partners LLC | 12,402 | $378K | 0.1% | +1,140.2% | 0.340% | |
| 4/15/2025 | Accurate Wealth Management LLC | 13,836 | $401K | 0.1% | N/A | 0.401% | |
| 4/14/2025 | Capital Investment Advisors LLC | 22,829 | $695K | 0.0% | -2.1% | 0.662% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 82,631 | $2.51M | 0.1% | -21.8% | 2.395% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 17,186 | $523K | 0.1% | -3.4% | 0.498% | |
| 4/11/2025 | Magnus Financial Group LLC | 39,578 | $1.20M | 0.1% | +8.0% | 1.147% | |
| 3/5/2025 | Copley Financial Group Inc. | 208,346 | $5.87M | 4.5% | +73.7% | 6.074% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 9,357 | $264K | 0.0% | -11.1% | 0.317% | |
| 2/14/2025 | Jane Street Group LLC | 27,398 | $772K | 0.0% | N/A | 0.929% | |
| 2/13/2025 | Mariner LLC | 21,789 | $614K | 0.0% | -3.9% | 0.739% | |
| 2/13/2025 | Raymond James Financial Inc. | 11,111 | $313K | 0.0% | N/A | 0.377% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 9,941 | $280K | 0.0% | -91.7% | 0.337% | |
| 2/11/2025 | LPL Financial LLC | 417,772 | $11.78M | 0.0% | +11.9% | 14.162% | |
| 2/11/2025 | Virtu Financial LLC | 51,513 | $1.45M | 0.1% | N/A | 1.746% | |
| 2/10/2025 | Entrewealth LLC | 9,118 | $266K | 0.2% | N/A | 0.309% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 16,863 | $475K | 0.0% | -2.0% | 0.572% | |
| 2/10/2025 | Austin Wealth Management LLC | 53,257 | $1.57M | 0.3% | +32.9% | 1.805% | |
| 2/7/2025 | Beam Wealth Advisors Inc. | 504,172 | $14.21M | 4.5% | +32.7% | 17.091% | |
| 2/6/2025 | Raymond James Financial Inc. | 11,111 | $313K | 0.0% | N/A | 0.377% | |
| 2/4/2025 | Avalon Capital Management | 68,132 | $1.92M | 0.6% | N/A | 2.310% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 33,522 | $945K | 0.0% | -8.2% | 1.136% | |
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| 1/30/2025 | Blue Trust Inc. | 908 | $26K | 0.0% | N/A | 0.031% | |
| 1/29/2025 | Essex Financial Services Inc. | 62,463 | $1.76M | 0.1% | -1.8% | 2.117% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 10,872 | $306K | 0.0% | -6.9% | 0.369% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 20,629 | $582K | 0.0% | +21.4% | 0.699% | |
| 1/22/2025 | Blue Trust Inc. | 908 | $26K | 0.0% | N/A | 0.031% | |
| 1/17/2025 | Magnus Financial Group LLC | 36,663 | $1.03M | 0.1% | +1.5% | 1.243% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 105,650 | $2.98M | 0.1% | -2.3% | 3.581% | |
| 1/13/2025 | Capital Investment Advisors LLC | 23,329 | $658K | 0.0% | -2.9% | 0.791% | |
| 1/10/2025 | ORG Partners LLC | 1,000 | $28K | 0.0% | N/A | 0.034% | |
| 12/9/2024 | Copley Financial Group Inc. | 119,936 | $3.47M | 3.2% | N/A | 4.066% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 120,057 | $3.47M | 0.1% | -29.5% | 4.070% | |
| 11/4/2024 | Beam Wealth Advisors Inc. | 379,796 | $10.99M | 3.3% | +2.9% | 12.874% | |
| 11/1/2024 | Lionsbridge Wealth Management LLC | 30,467 | $882K | 0.7% | +133.5% | 1.033% | |
| 10/28/2024 | Austin Wealth Management LLC | 40,064 | $1.18M | 0.3% | +4.4% | 1.358% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 17,800 | $515K | 0.1% | -30.3% | 0.603% | |
| 10/15/2024 | Magnus Financial Group LLC | 36,124 | $1.05M | 0.1% | +6.5% | 1.225% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 108,144 | $3.13M | 0.1% | -66.6% | 3.666% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 369,062 | $10.06M | 3.3% | N/A | 12.511% | |
| 8/2/2024 | Magnus Financial Group LLC | 33,928 | $924K | 0.1% | +10.7% | 1.150% | |
| 7/31/2024 | Essex Financial Services Inc. | 64,656 | $1.76M | 0.1% | +13.4% | 2.192% | |
| 7/29/2024 | FAS Wealth Partners Inc. | 6,249 | $170K | 0.0% | +48.6% | 0.212% | |
| 7/26/2024 | Harbour Investments Inc. | 5,858 | $160K | 0.0% | -11.3% | 0.199% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 38,041 | $1.04M | 0.0% | +8.3% | 1.290% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 323,619 | $8.82M | 0.2% | -16.2% | 10.970% | |
| 7/15/2024 | Lionsbridge Wealth Management LLC | 13,049 | $356K | 0.3% | N/A | 0.442% | |
| 7/12/2024 | Capital Investment Advisors LLC | 24,029 | $655K | 0.0% | -2.0% | 0.815% | |
| 7/11/2024 | Worth Asset Management LLC | 18,068 | $492K | 0.3% | N/A | 0.612% | |
| 5/23/2024 | Austin Wealth Management LLC | 34,705 | $960K | 0.2% | +31.0% | 1.176% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 27,139 | $735K | 0.2% | -81.4% | 0.905% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 159,967 | $4.34M | 0.0% | +14.2% | 5.332% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,016 | $488K | 0.0% | -25.8% | 0.601% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 359,046 | $9.73M | 4.8% | +7.9% | 11.968% | |
| 4/24/2024 | Essex Financial Services Inc. | 57,041 | $1.55M | 0.1% | -21.5% | 1.901% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 386,019 | $10.46M | 0.3% | -27.5% | 12.867% | |
| 2/21/2024 | Austin Wealth Management LLC | 26,489 | $673K | 0.2% | -3.1% | 0.736% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 140,051 | $3.57M | 0.0% | +20.1% | 3.890% | |
| 2/9/2024 | Journey Strategic Wealth LLC | 25,345 | $647K | 0.0% | +122.7% | 0.704% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 24,275 | $620K | 0.0% | -6.0% | 0.674% | |
| 2/6/2024 | Essex Financial Services Inc. | 72,649 | $1.86M | 0.2% | -12.8% | 2.018% | |
| 2/5/2024 | Magnus Financial Group LLC | 28,698 | $733K | 0.1% | +30.9% | 0.797% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 36,864 | $942K | 0.0% | -5.8% | 1.024% | |
| 1/29/2024 | Altus Wealth Group LLC | 25,744 | $658K | 0.4% | +2.8% | 0.715% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 43,728 | $1.12M | 0.0% | -52.1% | 1.215% | |
| 1/22/2024 | Miracle Mile Advisors LLC | 532,383 | $13.60M | 0.4% | N/A | 14.788% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 97,558 | $2.49M | 0.0% | N/A | 2.710% | |
| 1/5/2024 | Capital Investment Advisors LLC | 22,724 | $580K | 0.0% | -9.2% | 0.631% | |
| 12/5/2023 | Austin Wealth Management LLC | 27,345 | $704K | 0.2% | N/A | 0.760% | |
| 11/16/2023 | Smart Portfolios LLC | 65,139 | $1.65M | 3.0% | -0.9% | 1.809% | |
| 11/16/2023 | Essex Financial Services Inc. | 83,342 | $2.11M | 0.2% | -15.4% | 2.315% | |
| 11/13/2023 | Mariner LLC | 26,122 | $662K | 0.0% | -8.8% | 0.726% | |
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| 11/13/2023 | LPL Financial LLC | 684,090 | $17.33M | 0.0% | -18.6% | 19.003% | |
| 11/8/2023 | Journey Strategic Wealth LLC | 11,380 | $288K | 0.0% | N/A | 0.316% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 39,152 | $992K | 0.0% | -1.3% | 1.088% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 25,824 | $654K | 0.0% | -3.2% | 0.717% | |
| 11/2/2023 | Benedetti & Gucer Inc. | 315,384 | $7.99M | 4.4% | -0.9% | 8.761% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 116,652 | $2.96M | 0.0% | +14.5% | 3.240% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 91,258 | $2.31M | 0.0% | -33.8% | 2.535% | |
| 10/23/2023 | Sentinel Pension Advisors Inc. | 140,705 | $3.56M | 0.9% | -1.5% | 3.908% | |
| 10/23/2023 | FAS Wealth Partners Inc. | 4,203 | $106K | 0.0% | -49.1% | 0.117% | |
| 10/19/2023 | Patriot Financial Group Insurance Agency LLC | 13,923 | $353K | 0.1% | +6.0% | 0.387% | |
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