| 7/1/2026 | Noble Wealth Management PBC | 13,279 | $607K | 0.3% | -8.5% | 0.577% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 12,883 | $509K | 0.1% | N/A | 0.560% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 11,269 | $445K | 0.1% | -8.5% | 0.490% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 102,699 | $4.05M | 3.0% | +37.0% | 4.465% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 15,870 | $678K | 0.0% | -17.0% | 0.696% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 2,553 | $109K | 0.0% | +52.0% | 0.112% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 323,898 | $13.85M | 0.2% | +29.3% | 14.206% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 70,352 | $3.01M | 0.0% | -2.4% | 3.086% | |
| 2/11/2026 | Howard Bailey Securities LLC | 11,046 | $472K | 0.2% | +13.4% | 0.484% | |
| 2/11/2026 | LPL Financial LLC | 11,199 | $479K | 0.0% | -87.0% | 0.491% | |
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| 2/10/2026 | Evolution Wealth Management Inc. | 74,961 | $3.20M | 2.7% | +7.2% | 3.288% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 40,423 | $1.73M | 0.7% | +6.5% | 1.773% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 1,838 | $79K | 0.0% | N/A | 0.081% | |
| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 12,310 | $526K | 0.2% | -39.9% | 0.540% | |
| 1/26/2026 | LifeWealth Investments LLC | 5,698 | $244K | 0.1% | -8.1% | 0.250% | |
| 1/26/2026 | AE Wealth Management LLC | 129,251 | $5.53M | 0.0% | +11.6% | 5.669% | |
| 1/26/2026 | CWM LLC | 14,935 | $638K | 0.0% | -7.2% | 0.655% | |
| 1/26/2026 | Austin Wealth Management LLC | 904,781 | $39.11M | 5.8% | +5.9% | 39.683% | |
| 1/23/2026 | Financial Enhancement Group LLC | 33,849 | $1.44M | 0.2% | +1.3% | 1.485% | |
| 1/22/2026 | Fiduciary Alliance LLC | 12,793 | $547K | 0.0% | -3.8% | 0.561% | |
| 11/17/2025 | Susquehanna International Group LLP | 6,803 | $292K | 0.0% | +16.3% | 0.314% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 19,132 | $820K | 0.0% | -12.3% | 0.882% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 250,408 | $10.73M | 0.1% | +8.9% | 11.540% | |
| 11/17/2025 | Citadel Advisors LLC | 10,668 | $457K | 0.0% | -31.4% | 0.492% | |
| 11/12/2025 | Entrewealth LLC | 218,625 | $9.37M | 4.8% | +10.2% | 10.075% | |
| 11/5/2025 | B.O.S.S. Retirement Advisors LLC | 20,471 | $877K | 0.2% | -9.0% | 0.943% | |
| 11/5/2025 | Austin Wealth Management LLC | 854,718 | $36.44M | 5.7% | +3.7% | 39.388% | |
| 11/4/2025 | Howard Bailey Securities LLC | 9,737 | $417K | 0.2% | -4.5% | 0.449% | |
| 11/3/2025 | AE Wealth Management LLC | 115,819 | $4.96M | 0.0% | -0.7% | 5.337% | |
| 10/30/2025 | Lloyd Advisory Services LLC. | 37,963 | $1.63M | 0.8% | -2.6% | 1.726% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 69,941 | $3.00M | 3.1% | +931.3% | 3.179% | |
| 10/20/2025 | LifeWealth Investments LLC | 6,170 | $264K | 0.1% | +7.4% | 0.280% | |
| 10/15/2025 | CWM LLC | 16,096 | $690K | 0.0% | +119.2% | 0.732% | |
| 10/9/2025 | Financial Enhancement Group LLC | 33,411 | $1.45M | 0.2% | -1.0% | 1.519% | |
| 10/8/2025 | Fiduciary Alliance LLC | 13,296 | $570K | 0.0% | -3.4% | 0.604% | |
| 9/4/2025 | Osaic Holdings Inc. | 1,613 | $67K | 0.0% | N/A | 0.075% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 6,782 | $280K | 0.3% | N/A | 0.315% | |
| 8/15/2025 | Modern Wealth Management LLC | 5,556 | $230K | 0.0% | N/A | 0.258% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,157 | $48K | 0.0% | N/A | 0.054% | |
| 8/8/2025 | Austin Wealth Management LLC | 824,404 | $33.54M | 6.0% | +13.1% | 39.730% | |
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| 8/6/2025 | AE Wealth Management LLC | 116,592 | $4.82M | 0.0% | N/A | 5.619% | |
| 8/6/2025 | Entrewealth LLC | 198,466 | $8.20M | 5.7% | +8.5% | 9.565% | |
| 7/30/2025 | LifeWealth Investments LLC | 5,744 | $237K | 0.1% | N/A | 0.277% | |
| 7/25/2025 | CWM LLC | 7,344 | $303K | 0.0% | +3.6% | 0.354% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 22,486 | $929K | 0.2% | N/A | 1.084% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 38,978 | $1.61M | 0.8% | N/A | 1.878% | |
| 7/14/2025 | Financial Enhancement Group LLC | 33,765 | $1.39M | 0.2% | -4.7% | 1.627% | |
| 7/9/2025 | Fiduciary Alliance LLC | 13,768 | $569K | 0.0% | -3.7% | 0.664% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 246,784 | $8.50M | 0.1% | -18.0% | 12.656% | |
| 5/15/2025 | OLD Mission Capital LLC | 8,031 | $277K | 0.0% | +7.5% | 0.412% | |
| 5/14/2025 | Entrewealth LLC | 182,834 | $6.30M | 4.8% | +10.3% | 9.376% | |
| 5/1/2025 | CWM LLC | 7,090 | $244K | 0.0% | +117.3% | 0.435% | |
| 5/1/2025 | Austin Wealth Management LLC | 728,691 | $26.62M | 5.3% | +9.0% | 44.705% | |
| 4/23/2025 | Financial Enhancement Group LLC | 35,425 | $1.23M | 0.2% | -86.9% | 2.173% | |
| 4/9/2025 | Fiduciary Alliance LLC | 14,297 | $492K | 0.0% | -3.3% | 0.760% | |
| 2/17/2025 | Wolverine Trading LLC | 18,865 | $707K | 0.0% | N/A | 0.977% | |
| 2/14/2025 | Jane Street Group LLC | 10,992 | $411K | 0.0% | N/A | 0.570% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 300,862 | $11.26M | 0.1% | +4.4% | 15.589% | |
| 2/10/2025 | Entrewealth LLC | 165,831 | $6.21M | 5.8% | N/A | 8.592% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 91,531 | $3.43M | 0.0% | -68.2% | 4.743% | |
| 2/10/2025 | Austin Wealth Management LLC | 668,803 | $25.79M | 5.4% | +3.7% | 34.653% | |
| 2/5/2025 | Noble Wealth Management PBC | 14,689 | $550K | 0.4% | N/A | 0.761% | |
| 2/4/2025 | IFP Advisors Inc | 1,710 | $64K | 0.0% | -13.2% | 0.089% | |
| 1/28/2025 | Empowered Funds LLC | 1,624 | $61K | 0.0% | N/A | 0.084% | |
| 1/14/2025 | Financial Enhancement Group LLC | 270,925 | $10.07M | 1.5% | -52.1% | 14.038% | |
| 1/13/2025 | Fiduciary Alliance LLC | 14,788 | $553K | 0.1% | N/A | 0.766% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 288,311 | $10.89M | 0.1% | +3.0% | 14.938% | |
| 10/31/2024 | Financial Enhancement Group LLC | 565,061 | $21.34M | 3.8% | +110.8% | 29.278% | |
| 10/28/2024 | Austin Wealth Management LLC | 645,179 | $24.16M | 5.3% | +7.7% | 33.429% | |
| 8/2/2024 | Financial Enhancement Group LLC | 268,070 | $9.61M | 1.4% | -1.7% | 13.890% | |
| 7/31/2024 | Austin Wealth Management LLC | 598,883 | $22.55M | 5.3% | +3.7% | 31.030% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 223,278 | $8.09M | 0.0% | +33.6% | 11.569% | |
| 7/10/2024 | CWM LLC | 3,749 | $136K | 0.0% | -13.9% | 0.194% | |
| 5/23/2024 | Austin Wealth Management LLC | 577,391 | $20.18M | 5.0% | +0.7% | 29.917% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 6,684 | $234K | 0.0% | N/A | 0.346% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 167,177 | $5.86M | 0.0% | +4.3% | 8.662% | |
| 4/15/2024 | Financial Enhancement Group LLC | 272,608 | $9.20M | 1.5% | -9.0% | 14.125% | |
| 2/21/2024 | Austin Wealth Management LLC | 573,553 | $18.82M | 5.1% | +2.9% | 23.221% | |
| 2/12/2024 | Tradition Wealth Management LLC | 6,593 | $190K | 0.0% | -67.0% | 0.267% | |
| 2/1/2024 | CWM LLC | 338,045 | $10.43M | 0.1% | -7.2% | 13.686% | |
| 1/18/2024 | Financial Enhancement Group LLC | 299,505 | $9.15M | 1.6% | +1.9% | 12.126% | |
| 12/5/2023 | Austin Wealth Management LLC | 557,318 | $16.42M | 5.1% | N/A | 22.563% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 272,604 | $7.59M | 0.1% | +1.0% | 11.037% | |
| 11/13/2023 | Bison Wealth LLC | 19,521 | $543K | 0.1% | -2.0% | 0.790% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 91,548 | $2.55M | 0.0% | +90.9% | 3.706% | |
| 10/17/2023 | Financial Enhancement Group LLC | 293,879 | $8.32M | 1.6% | -0.4% | 11.898% | |
| 10/12/2023 | IFP Advisors Inc | 2,502 | $70K | 0.0% | -77.2% | 0.101% | |
| 10/11/2023 | CWM LLC | 364,400 | $10.14M | 0.1% | -29.2% | 14.753% | |
| 8/14/2023 | Bison Wealth LLC | 19,917 | $580K | 0.1% | +5.6% | 0.806% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 47,950 | $1.40M | 0.0% | N/A | 1.941% | |
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| 8/10/2023 | Meitav Investment House Ltd. | 11,528 | $1.31M | 0.0% | N/A | 0.467% | |
| 8/8/2023 | Prospera Financial Services Inc | 19,055 | $555K | 0.0% | -11.3% | 0.771% | |
| 8/4/2023 | IFP Advisors Inc | 10,989 | $273K | 0.0% | -60.6% | 0.445% | |
| 8/3/2023 | CWM LLC | 514,663 | $14.98M | 0.1% | -14.2% | 20.837% | |
| 7/24/2023 | Meitav Investment House Ltd. | 11,528 | $1.31M | 0.0% | N/A | 0.415% | |
| 5/17/2023 | Financial Enhancement Group LLC | 565,061 | $15.18M | 2.9% | -3.3% | 19.485% | |
| 5/15/2023 | Bison Wealth LLC | 18,865 | $509K | 0.2% | +40.6% | 0.651% | |
| 5/12/2023 | Tradition Wealth Management LLC | 230,338 | $5.89M | 0.7% | +1.7% | 7.943% | |
| 5/5/2023 | Truist Financial Corp | 26,605 | $716K | 0.0% | -54.9% | 0.917% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 303,762 | $8.17M | 0.2% | -11.3% | 10.475% | |