| 3/6/2025 | Wood Tarver Financial Group LLC | 7,791 | $359K | 0.1% | N/A | 0.215% | |
| 3/4/2025 | Buska Wealth Management LLC | 7,954 | $367K | 0.1% | -11.9% | 0.219% | |
| 2/19/2025 | Blue Sky Capital Consultants Group Inc. | 7,853 | $362K | 0.2% | N/A | 0.175% | |
| 2/18/2025 | Retirement Planning Group LLC | 115,066 | $5.31M | 0.3% | -0.3% | 2.557% | |
| 2/18/2025 | Novem Group | 18,469 | $852K | 0.1% | N/A | 0.410% | |
| 2/17/2025 | Vista Investment Management | 6,247 | $288K | 0.1% | -5.7% | 0.139% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,017 | $47K | 0.0% | -91.2% | 0.023% | |
| 2/17/2025 | Cetera Investment Advisers | 27,558 | $1.27M | 0.0% | -7.7% | 0.612% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 19,024 | $878K | 0.0% | -11.6% | 0.423% | |
| 2/14/2025 | Lido Advisors LLC | 4,604 | $212K | 0.0% | N/A | 0.102% | |
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| 2/14/2025 | Beck Capital Management LLC | 23,282 | $1.07M | 0.3% | -2.9% | 0.517% | |
| 2/14/2025 | WPWealth LLP | 7,856 | $362K | 0.1% | -22.9% | 0.175% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,624 | $352K | 0.0% | N/A | 0.169% | |
| 2/13/2025 | Townsquare Capital LLC | 4,632 | $214K | 0.0% | -46.5% | 0.103% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,931 | $2.17M | 0.0% | N/A | 1.043% | |
| 2/13/2025 | Cerity Partners LLC | 41,107 | $1.90M | 0.0% | -7.1% | 0.913% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 21,707 | $1.00M | 0.0% | -52.6% | 0.482% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,604 | $1.04M | 0.0% | +32.6% | 0.502% | |
| 2/12/2025 | Bullseye Investment Management LLC | 5,514 | $254K | 0.2% | -73.3% | 0.123% | |
| 2/12/2025 | JPMorgan Chase & Co. | 718 | $33K | 0.0% | -96.0% | 0.016% | |
| 2/11/2025 | LPL Financial LLC | 21,961 | $1.01M | 0.0% | +4.1% | 0.488% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 78,711 | $3.63M | 1.3% | -3.9% | 1.749% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 119,804 | $5.53M | 0.0% | -8.7% | 2.662% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 34,715 | $1.60M | 0.3% | -1.4% | 0.771% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,931 | $2.17M | 0.0% | N/A | 1.043% | |
| 2/5/2025 | Crown Wealth Group LLC | 4,400 | $203K | 0.1% | N/A | 0.098% | |
| 2/4/2025 | IFP Advisors Inc | 3,338 | $154K | 0.0% | -10.7% | 0.074% | |
| 2/3/2025 | Sigma Planning Corp | 11,247 | $519K | 0.0% | -3.6% | 0.250% | |
| 1/28/2025 | Stephens Inc. AR | 23,781 | $1.10M | 0.0% | -6.2% | 0.528% | |
| 1/24/2025 | Spire Wealth Management | 28,737 | $1.33M | 0.0% | -16.5% | 0.639% | |
| 1/24/2025 | My Personal CFO LLC | 49,810 | $2.30M | 1.2% | -1.9% | 1.107% | |
| 1/23/2025 | Strategic Blueprint LLC | 19,414 | $896K | 0.1% | -2.4% | 0.431% | |
| 1/21/2025 | Impact Partnership Wealth LLC | 8,738 | $403K | 0.1% | N/A | 0.194% | |
| 1/21/2025 | RFG Advisory LLC | 18,335 | $846K | 0.0% | -28.6% | 0.407% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 23,932 | $1.10M | 0.0% | -5.3% | 0.532% | |
| 1/15/2025 | Arkadios Wealth Advisors | 5,575 | $257K | 0.0% | -6.1% | 0.124% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 383,304 | $17.69M | 5.1% | -0.9% | 8.518% | |
| 1/13/2025 | BCS Wealth Management | 10,396 | $480K | 0.1% | -23.9% | 0.231% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 26,426 | $1.22M | 0.1% | -42.0% | 0.587% | |
| 1/13/2025 | HFG Wealth Management LLC | 15,522 | $699K | 0.5% | +7.6% | 0.345% | |
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| 1/13/2025 | Brookstone Capital Management | 7,834 | $361K | 0.0% | -61.3% | 0.174% | |
| 12/26/2024 | JPMorgan Chase & Co. | 17,978 | $809K | 0.0% | +20.3% | 0.400% | |
| 11/25/2024 | Castellan Group | 9,808 | $442K | 0.2% | -28.9% | 0.218% | |
| 11/25/2024 | World Investment Advisors LLC | 6,315 | $284K | 0.0% | N/A | 0.140% | |
| 11/19/2024 | Barclays PLC | 861 | $39K | 0.0% | N/A | 0.019% | |
| 11/15/2024 | Barclays PLC | 861 | $39K | 0.0% | N/A | 0.019% | |
| 11/15/2024 | MML Investors Services LLC | 30,534 | $1.38M | 0.0% | -2.4% | 0.679% | |
| 11/15/2024 | Jane Street Group LLC | 21,154 | $952K | 0.0% | -3.8% | 0.470% | |
| 11/15/2024 | Weaver Consulting Group | 8,399 | $378K | 0.1% | -7.6% | 0.187% | |
| 11/15/2024 | HighTower Advisors LLC | 89,833 | $4.04M | 0.0% | -1.5% | 1.996% | |
| 11/15/2024 | Benjamin Edwards Inc. | 9,937 | $447K | 0.0% | N/A | 0.221% | |
| 11/14/2024 | Tradition Wealth Management LLC | 6,146 | $277K | 0.0% | -13.5% | 0.137% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 31,042 | $1.40M | 0.3% | +2.2% | 0.690% | |
| 11/13/2024 | Townsquare Capital LLC | 8,656 | $390K | 0.0% | -52.1% | 0.192% | |
| 11/12/2024 | Penserra Capital Management LLC | 292,374 | $13.16M | 0.3% | +26.1% | 6.497% | |
| 11/12/2024 | Cerity Partners LLC | 44,249 | $1.99M | 0.0% | -2.1% | 0.983% | |
| 11/4/2024 | Sigma Planning Corp | 11,662 | $525K | 0.0% | -4.5% | 0.259% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 5,883 | $265K | 0.1% | -25.1% | 0.131% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 25,262 | $1.14M | 0.0% | -16.4% | 0.561% | |
| 10/28/2024 | Stephens Inc. AR | 25,366 | $1.14M | 0.0% | -0.9% | 0.564% | |
| 10/25/2024 | Strategic Blueprint LLC | 19,899 | $896K | 0.1% | -5.0% | 0.442% | |
| 10/24/2024 | Arkadios Wealth Advisors | 5,937 | $267K | 0.0% | -7.8% | 0.132% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 386,972 | $17.42M | 5.0% | +3.4% | 8.599% | |
| 10/22/2024 | My Personal CFO LLC | 50,760 | $2.29M | 1.3% | -3.0% | 1.128% | |
| 10/21/2024 | Integrity Financial Corp WA | 4,920 | $222K | 0.1% | -5.1% | 0.109% | |
| 10/21/2024 | Castleview Partners LLC | 946 | $43K | 0.0% | -45.1% | 0.021% | |
| 10/10/2024 | Retirement Planning Group LLC | 115,425 | $5.20M | 0.3% | -10.8% | 2.565% | |
| 10/8/2024 | Brookstone Capital Management | 20,248 | $912K | 0.0% | -94.3% | 0.450% | |
| 10/8/2024 | Sugarloaf Wealth Management LLC | 1,414 | $64K | 0.0% | -15.0% | 0.031% | |
| 8/22/2024 | Cetera Investment Advisers | 32,212 | $1.39M | 0.0% | -11.8% | 0.716% | |
| 8/21/2024 | Truist Financial Corp | 4,750 | $205K | 0.0% | N/A | 0.106% | |
| 8/20/2024 | HFG Wealth Management LLC | 14,424 | $623K | 0.4% | N/A | 0.321% | |
| 8/14/2024 | Beck Capital Management LLC | 24,088 | $1.04M | 0.3% | -12.1% | 0.535% | |
| 8/13/2024 | AE Wealth Management LLC | 4,891 | $211K | 0.0% | N/A | 0.109% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 49,498 | $2.14M | 0.0% | -7.1% | 1.100% | |
| 8/8/2024 | CoreCap Advisors LLC | 15,213 | $656K | 0.1% | N/A | 0.338% | |
| 8/8/2024 | WPWealth LLP | 10,185 | $440K | 0.1% | -76.5% | 0.226% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 44,002 | $1.90M | 0.2% | -1.9% | 0.978% | |
| 8/7/2024 | Vantage Financial Partners LLC | 11,564 | $499K | 0.1% | -34.9% | 0.257% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 13,570 | $586K | 0.1% | +3.1% | 0.302% | |
| 8/6/2024 | Chris Bulman Inc | 6,139 | $265K | 0.2% | N/A | 0.136% | |
| 8/2/2024 | Belpointe Asset Management LLC | 47,047 | $2.03M | 0.1% | +1.3% | 1.045% | |
| 8/2/2024 | Larson Financial Group LLC | 802 | $35K | 0.0% | -79.0% | 0.018% | |
| 8/1/2024 | FSA Advisors Inc. | 12,566 | $542K | 0.6% | +3.2% | 0.279% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 123,143 | $5.32M | 0.0% | -2.3% | 2.737% | |
| 7/29/2024 | Arkadios Wealth Advisors | 6,441 | $278K | 0.0% | +33.9% | 0.143% | |
| 7/27/2024 | Strategic Blueprint LLC | 20,936 | $904K | 0.1% | +2.0% | 0.465% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 56,454 | $2.44M | 0.0% | -21.3% | 1.255% | |
| 7/18/2024 | Brookstone Capital Management | 352,164 | $15.42M | 0.3% | +50.2% | 7.826% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 374,357 | $16.16M | 5.0% | +2.7% | 8.319% | |
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| 7/13/2024 | Retirement Planning Group LLC | 129,408 | $5.59M | 0.4% | -0.2% | 2.876% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 15,547 | $671K | 0.3% | -2.0% | 0.345% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 5,634 | $244K | 0.1% | N/A | 0.125% | |
| 5/24/2024 | Cetera Advisors LLC | 22,580 | $941K | 0.0% | +83.4% | 0.502% | |
| 5/23/2024 | FSA Advisors Inc. | 12,182 | $508K | 0.5% | +71.0% | 0.271% | |
| 5/16/2024 | WPWealth LLP | 43,372 | $1.81M | 0.5% | -1.5% | 0.964% | |
| 5/15/2024 | Beck Capital Management LLC | 27,401 | $1.14M | 0.3% | -9.3% | 0.609% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 27,217 | $1.13M | 0.3% | +79.4% | 0.605% | |
| 5/11/2024 | Orion Capital Management LLC | 9,260 | $386K | 0.2% | -13.9% | 0.206% | |
| 5/2/2024 | Vantage Financial Partners LLC | 17,774 | $741K | 0.2% | +104.7% | 0.404% | |
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