| 3/6/2025 | Wood Tarver Financial Group LLC | 1,127 | $44K | 0.0% | N/A | 0.026% | |
| 3/4/2025 | Buska Wealth Management LLC | 142,312 | $5.59M | 1.8% | -0.4% | 3.310% | |
| 2/18/2025 | Retirement Planning Group LLC | 9,731 | $382K | 0.0% | +11.2% | 0.344% | |
| 2/18/2025 | Orion Capital Management LLC | 940 | $37K | 0.0% | N/A | 0.033% | |
| 2/17/2025 | Visionary Wealth Advisors | 5,142 | $202K | 0.0% | N/A | 0.182% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 15,763 | $619K | 0.0% | +14.5% | 0.557% | |
| 2/17/2025 | Global Assets Advisory LLC | 78,774 | $3.36M | 1.9% | N/A | 2.784% | |
| 2/17/2025 | CoreCap Advisors LLC | 24,452 | $960K | 0.0% | -39.0% | 0.864% | |
| 2/17/2025 | Cresset Asset Management LLC | 33,633 | $1.32M | 0.0% | +11.2% | 1.188% | |
| 2/17/2025 | Cetera Investment Advisers | 47,089 | $1.85M | 0.0% | +27.8% | 1.664% | |
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| 2/14/2025 | Jane Street Group LLC | 12,815 | $503K | 0.0% | -53.4% | 0.453% | |
| 2/14/2025 | Bellwether Advisors LLC | 2,714 | $107K | 0.0% | N/A | 0.096% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 39,565 | $1.55M | 0.0% | +82.3% | 1.398% | |
| 2/14/2025 | Three Seasons Wealth LLC | 57,973 | $2.28M | 1.1% | N/A | 2.049% | |
| 2/14/2025 | WPWealth LLP | 5,893 | $231K | 0.0% | N/A | 0.208% | |
| 2/14/2025 | MML Investors Services LLC | 59,079 | $2.32M | 0.0% | +376.8% | 2.088% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 19,696 | $773K | 0.2% | +14.3% | 0.696% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 6,140 | $241K | 0.0% | N/A | 0.217% | |
| 2/13/2025 | CreativeOne Wealth LLC | 8,522 | $335K | 0.0% | N/A | 0.301% | |
| 2/13/2025 | Raymond James Financial Inc. | 128,900 | $5.06M | 0.0% | N/A | 4.555% | |
| 2/13/2025 | Advisory Services Network LLC | 5,281 | $207K | 0.0% | N/A | 0.187% | |
| 2/13/2025 | Cerity Partners LLC | 40,009 | $1.57M | 0.0% | +156.0% | 1.414% | |
| 2/13/2025 | Trek Financial LLC | 6,980 | $274K | 0.0% | N/A | 0.247% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 177,317 | $6.96M | 0.0% | +500.1% | 6.266% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 66,817 | $2.62M | 0.2% | -0.5% | 2.361% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,581 | $887K | 0.0% | -24.7% | 0.798% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,324 | $52K | 0.0% | -83.1% | 0.047% | |
| 2/11/2025 | LPL Financial LLC | 68,005 | $2.67M | 0.0% | -25.2% | 2.403% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 18,450 | $725K | 0.3% | +7.0% | 0.652% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 166,826 | $6.55M | 0.0% | +8.1% | 5.895% | |
| 2/7/2025 | HighTower Advisors LLC | 32,872 | $1.29M | 0.0% | +58.3% | 1.162% | |
| 2/7/2025 | Acas LLC | 10,297 | $413K | 0.3% | +7.1% | 0.364% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 16,533 | $649K | 0.1% | +19.2% | 0.584% | |
| 2/6/2025 | Raymond James Financial Inc. | 128,900 | $5.06M | 0.0% | N/A | 4.555% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,586 | $219K | 0.0% | +69.8% | 0.197% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 14,391 | $565K | 0.0% | +8.2% | 0.509% | |
| 2/4/2025 | IFP Advisors Inc | 1,370 | $54K | 0.0% | +34.3% | 0.048% | |
| 2/3/2025 | Sigma Planning Corp | 26,001 | $1.02M | 0.0% | +1.4% | 0.919% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 16,148 | $634K | 0.0% | N/A | 0.571% | |
| 1/30/2025 | Principal Securities Inc. | 13,468 | $529K | 0.0% | +13.1% | 0.476% | |
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| 1/30/2025 | WealthPlan Investment Management LLC | 170,141 | $6.68M | 0.7% | N/A | 6.012% | |
| 1/30/2025 | WealthPLAN Partners LLC | 98,367 | $3.86M | 0.5% | N/A | 3.476% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 10,252 | $403K | 0.2% | -9.2% | 0.362% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 44,649 | $1.75M | 0.0% | -19.3% | 1.578% | |
| 1/27/2025 | Beacon Financial Advisory LLC | 12,344 | $485K | 0.2% | +10.9% | 0.436% | |
| 1/27/2025 | John W. Brooker & Co. CPAs | 6,930 | $272K | 0.1% | N/A | 0.245% | |
| 1/27/2025 | Lion Street Advisors LLC | 5,253 | $206K | 0.1% | -14.1% | 0.186% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 5,370 | $211K | 0.0% | -11.6% | 0.190% | |
| 1/24/2025 | McAdam LLC | 13,877 | $545K | 0.0% | +12.3% | 0.490% | |
| 1/24/2025 | Spire Wealth Management | 4,951 | $194K | 0.0% | N/A | 0.175% | |
| 1/24/2025 | My Personal CFO LLC | 66,810 | $2.62M | 1.3% | +31.1% | 2.361% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 10,527 | $413K | 0.0% | N/A | 0.372% | |
| 1/21/2025 | Lantz Financial LLC | 10,677 | $419K | 0.1% | +95.8% | 0.377% | |
| 1/21/2025 | RFG Advisory LLC | 21,958 | $862K | 0.0% | +95.8% | 0.776% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 18,291 | $718K | 0.0% | +72.7% | 0.646% | |
| 1/15/2025 | Krilogy Financial LLC | 12,189 | $479K | 0.0% | -9.9% | 0.431% | |
| 1/13/2025 | BCS Wealth Management | 9,947 | $391K | 0.1% | +21.7% | 0.351% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 36,819 | $1.45M | 0.1% | -16.5% | 1.301% | |
| 1/13/2025 | Brookstone Capital Management | 532,716 | $20.92M | 0.3% | +3,980.6% | 18.824% | |
| 1/8/2025 | International Assets Investment Management LLC | 7,160 | $281K | 0.0% | N/A | 0.253% | |
| 12/26/2024 | JPMorgan Chase & Co. | 7,849 | $299K | 0.0% | N/A | 0.277% | |
| 11/15/2024 | Jane Street Group LLC | 27,472 | $1.05M | 0.0% | -15.5% | 0.971% | |
| 11/15/2024 | Benjamin Edwards Inc. | 19,325 | $737K | 0.0% | N/A | 0.683% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 17,232 | $657K | 0.2% | +12.6% | 0.609% | |
| 11/13/2024 | Townsquare Capital LLC | 6,738 | $257K | 0.0% | -28.8% | 0.238% | |
| 11/12/2024 | Penserra Capital Management LLC | 330,984 | $12.62M | 0.3% | +26.1% | 11.696% | |
| 11/12/2024 | Cerity Partners LLC | 15,630 | $596K | 0.0% | +5.3% | 0.552% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 8,615 | $328K | 0.0% | -27.5% | 0.304% | |
| 11/4/2024 | Sigma Planning Corp | 25,641 | $978K | 0.0% | -5.4% | 0.906% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 11,287 | $430K | 0.2% | -15.6% | 0.399% | |
| 10/18/2024 | Raymond James & Associates | 111,958 | $4.27M | 0.0% | -4.4% | 3.956% | |
| 10/17/2024 | BCS Wealth Management | 8,175 | $312K | 0.1% | -8.2% | 0.289% | |
| 10/10/2024 | CRA Financial Services LLC | 8,480 | $323K | 0.1% | -26.3% | 0.300% | |
| 8/22/2024 | Cetera Investment Advisers | 46,440 | $1.74M | 0.0% | -8.7% | 1.641% | |
| 8/21/2024 | Truist Financial Corp | 9,490 | $355K | 0.0% | -6.2% | 0.335% | |
| 8/16/2024 | Sunbelt Securities Inc. | 720 | $27K | 0.0% | -72.6% | 0.025% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 30,854 | $1.15M | 0.0% | -1.5% | 1.090% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 68,866 | $2.57M | 0.2% | +27.6% | 2.433% | |
| 8/8/2024 | CoreCap Advisors LLC | 41,618 | $1.56M | 0.2% | N/A | 1.471% | |
| 8/7/2024 | Vantage Financial Partners LLC | 8,095 | $303K | 0.1% | -27.7% | 0.286% | |
| 8/6/2024 | Chris Bulman Inc | 1,759 | $66K | 0.0% | N/A | 0.062% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 14,514 | $543K | 0.1% | -10.0% | 0.513% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 168,525 | $6.30M | 0.0% | -9.0% | 5.955% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 24,635 | $920K | 0.3% | -3.9% | 0.870% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 24,848 | $929K | 0.1% | -3.6% | 0.878% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 39,164 | $1.46M | 0.0% | -1.4% | 1.384% | |
| 7/22/2024 | Krilogy Financial LLC | 13,677 | $511K | 0.0% | -22.8% | 0.483% | |
| 7/19/2024 | Raymond James & Associates | 117,141 | $4.38M | 0.0% | -0.3% | 4.139% | |
| 7/18/2024 | Brookstone Capital Management | 13,185 | $495K | 0.0% | -22.1% | 0.466% | |
| 7/15/2024 | RFG Advisory LLC | 14,826 | $554K | 0.0% | -15.1% | 0.524% | |
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| 7/12/2024 | DHJJ Financial Advisors Ltd. | 13,372 | $500K | 0.2% | -16.2% | 0.473% | |
| 5/24/2024 | Cetera Advisors LLC | 31,987 | $1.17M | 0.0% | +3.4% | 1.130% | |
| 5/24/2024 | Cetera Investment Advisers | 50,890 | $1.86M | 0.0% | +713.6% | 1.798% | |
| 5/9/2024 | SageView Advisory Group LLC | 46,580 | $1.70M | 0.1% | N/A | 1.646% | |
| 5/8/2024 | Berkshire Money Management Inc. | 19,439 | $709K | 0.1% | -60.7% | 0.687% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 53,979 | $1.97M | 0.2% | -23.4% | 1.907% | |
| 5/2/2024 | Vantage Financial Partners LLC | 11,193 | $408K | 0.1% | -3.8% | 0.386% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 47,348 | $1.73M | 0.0% | -5.7% | 1.633% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 185,196 | $6.76M | 0.0% | -2.6% | 6.386% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,707 | $1.45M | 0.0% | -6.7% | 1.369% | |
