| 2/19/2025 | ARQ Wealth Advisors LLC | 64,734 | $1.63M | 0.6% | +17.3% | 0.638% | |
| 2/18/2025 | Western Wealth Management LLC | 54,251 | $1.37M | 0.4% | -5.7% | 0.534% | |
| 2/17/2025 | Napa Wealth Management | 49,060 | $1.24M | 0.5% | N/A | 0.483% | |
| 2/17/2025 | Focus Partners Wealth | 345,605 | $8.71M | 0.0% | N/A | 3.405% | |
| 2/17/2025 | Baird Financial Group Inc. | 38,743 | $977K | 0.0% | +29.2% | 0.382% | |
| 2/14/2025 | Stifel Financial Corp | 197,392 | $4.98M | 0.0% | -20.1% | 1.945% | |
| 2/13/2025 | Savvy Advisors Inc. | 105,237 | $2.65M | 0.3% | +2.1% | 1.037% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 27,136 | $684K | 0.0% | +2.1% | 0.267% | |
| 2/12/2025 | Kesler Norman & Wride LLC | 100,710 | $2.54M | 0.5% | -49.7% | 0.992% | |
| 2/11/2025 | Modern Wealth Management LLC | 79,186 | $2.07M | 0.1% | +8.2% | 0.780% | |
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| 2/11/2025 | CoreFirst Bank & Trust | 43,780 | $1.10M | 0.7% | N/A | 0.431% | |
| 2/11/2025 | LPL Financial LLC | 194,531 | $4.90M | 0.0% | +22.6% | 1.917% | |
| 2/11/2025 | Intellus Advisors LLC | 509,094 | $12.83M | 2.2% | N/A | 5.016% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 341,720 | $8.62M | 0.0% | +34.4% | 3.367% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,887 | $48K | 0.0% | -22.8% | 0.019% | |
| 2/6/2025 | Raymond James Financial Inc. | 441,382 | $11.13M | 0.0% | N/A | 4.349% | |
| 2/6/2025 | Bravias Capital Group LLC | 14,976 | $383K | 0.3% | N/A | 0.148% | |
| 2/3/2025 | Aspect Partners LLC | 96,748 | $2.44M | 1.4% | +6.5% | 0.953% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 346,789 | $8.74M | 6.9% | +12.7% | 3.417% | |
| 1/31/2025 | D.A. Davidson & CO. | 37,126 | $936K | 0.0% | +9.3% | 0.366% | |
| 1/31/2025 | Truist Financial Corp | 15,426 | $389K | 0.0% | -21.6% | 0.152% | |
| 1/31/2025 | Sanctuary Advisors LLC | 32,076 | $833K | 0.0% | +4.2% | 0.316% | |
| 1/31/2025 | Opus Capital Group LLC | 312,818 | $7.89M | 1.0% | +8.3% | 3.082% | |
| 1/30/2025 | Allworth Financial LP | 1,220 | $31K | 0.0% | N/A | 0.012% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 65,505 | $1.65M | 1.6% | N/A | 0.645% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 31,290 | $789K | 0.0% | +9.5% | 0.308% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 48,654 | $1.23M | 0.1% | +5.1% | 0.479% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 160,328 | $4.04M | 0.1% | N/A | 1.580% | |
| 1/17/2025 | Verum Partners LLC | 178,234 | $4.49M | 1.3% | +17.3% | 1.756% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 1,225 | $31K | 0.0% | N/A | 0.012% | |
| 1/15/2025 | ALM First Financial Advisors LLC | 447,938 | $11.29M | 2.5% | +13.2% | 4.413% | |
| 1/15/2025 | Fermata Advisors LLC | 168,227 | $4.24M | 0.8% | -3.6% | 1.657% | |
| 1/14/2025 | Smith Anglin Financial LLC | 2,307,924 | $58.18M | 5.5% | +5.5% | 22.738% | |
| 1/14/2025 | Meridian Financial Partners LLC | 12,568 | $317K | 0.2% | -13.5% | 0.124% | |
| 1/6/2025 | Insight Wealth Strategies LLC | 211,730 | $5.34M | 0.7% | +3.6% | 2.086% | |
| 11/25/2024 | Sanctuary Advisors LLC | 30,788 | $806K | 0.0% | -53.2% | 0.303% | |
| 11/15/2024 | MML Investors Services LLC | 16,589 | $462K | 0.0% | +9.6% | 0.163% | |
| 11/15/2024 | Stifel Financial Corp | 246,991 | $6.88M | 0.0% | +6.6% | 2.433% | |
| 11/13/2024 | D.A. Davidson & CO. | 33,972 | $946K | 0.0% | +14.5% | 0.335% | |
| 11/5/2024 | Savvy Advisors Inc. | 103,107 | $2.87M | 0.6% | +12.2% | 1.016% | |
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| 10/30/2024 | United Advisor Group LLC | 103,022 | $2.87M | 0.6% | +31.9% | 1.015% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,443 | $68K | 0.0% | -47.1% | 0.024% | |
| 10/19/2024 | Longview Financial Advisors Inc. | 307,674 | $8.57M | 6.3% | +0.5% | 3.031% | |
| 10/18/2024 | Raymond James & Associates | 580,509 | $16.17M | 0.0% | +0.9% | 5.719% | |
| 10/18/2024 | Meridian Financial Partners LLC | 14,526 | $405K | 0.2% | +2.7% | 0.143% | |
| 10/16/2024 | Verum Partners LLC | 151,953 | $4.23M | 1.2% | N/A | 1.497% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 307,701 | $7.93M | 7.3% | +0.5% | 3.032% | |
| 10/15/2024 | Aspect Partners LLC | 90,865 | $2.53M | 1.4% | +9.1% | 0.895% | |
| 10/11/2024 | Sapient Capital LLC | 9,905 | $276K | 0.0% | +11.3% | 0.098% | |
| 10/9/2024 | Fermata Advisors LLC | 174,442 | $4.86M | 1.0% | +6.9% | 1.719% | |
| 10/8/2024 | CWM LLC | 528,589 | $14.72M | 0.1% | +2.7% | 5.208% | |
| 10/8/2024 | Atomi Financial Group Inc. | 7,204 | $201K | 0.0% | N/A | 0.071% | |
| 10/8/2024 | ALM First Financial Advisors LLC | 395,732 | $11.02M | 2.6% | +31.9% | 3.899% | |
| 10/8/2024 | Insight Wealth Strategies LLC | 204,453 | $5.69M | 0.7% | +3.4% | 2.014% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 46,287 | $1.29M | 0.0% | +5.2% | 0.456% | |
| 10/8/2024 | Kesler Norman & Wride LLC | 200,119 | $5.57M | 1.1% | +5.2% | 1.972% | |
| 10/7/2024 | Smith Anglin Financial LLC | 2,187,193 | $60.91M | 5.9% | +243.8% | 21.549% | |
| 9/5/2024 | Sanctuary Advisors LLC | 65,818 | $1.78M | 0.0% | N/A | 0.648% | |
| 8/21/2024 | Truist Financial Corp | 17,963 | $475K | 0.0% | +5.6% | 0.177% | |
| 8/16/2024 | Regal Investment Advisors LLC | 8,180 | $216K | 0.0% | N/A | 0.081% | |
| 8/16/2024 | NewEdge Advisors LLC | 52,212 | $1.38M | 0.0% | +82.3% | 0.514% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 237,683 | $6.28M | 0.0% | +18.6% | 2.342% | |
| 7/31/2024 | Rothschild Investment LLC | 442,947 | $11.70M | 0.8% | N/A | 4.364% | |
| 7/31/2024 | Trademark Financial Management LLC | 8,792 | $232K | 0.2% | N/A | 0.087% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 181,317 | $4.79M | 0.0% | +1.4% | 1.786% | |
| 7/19/2024 | Raymond James & Associates | 575,246 | $15.20M | 0.0% | +5.5% | 5.667% | |
| 7/19/2024 | Meridian Financial Partners LLC | 14,149 | $382K | 0.2% | N/A | 0.139% | |
| 7/16/2024 | Aspect Partners LLC | 83,265 | $2.20M | 1.3% | +245.6% | 0.820% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 43,998 | $1.16M | 0.0% | +10.6% | 0.433% | |
| 7/15/2024 | Sapient Capital LLC | 8,900 | $242K | 0.0% | +14.1% | 0.088% | |
| 7/13/2024 | Fermata Advisors LLC | 163,248 | $4.31M | 1.0% | +3.2% | 1.608% | |
| 7/11/2024 | Smith Anglin Financial LLC | 636,184 | $16.81M | 1.7% | -4.5% | 6.268% | |
| 7/10/2024 | CWM LLC | 514,819 | $13.60M | 0.1% | -6.5% | 5.072% | |
| 7/8/2024 | Insight Wealth Strategies LLC | 197,740 | $5.22M | 0.7% | +0.7% | 1.948% | |
| 5/23/2024 | ARQ Wealth Advisors LLC | 45,852 | $1.24M | 0.5% | +6.8% | 0.452% | |
| 5/17/2024 | Aspect Partners LLC | 24,090 | $651K | 0.5% | N/A | 0.237% | |
| 5/15/2024 | CoreFirst Bank & Trust | 36,620 | $989K | 0.6% | +611.1% | 0.361% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 31,400 | $848K | 0.0% | -6.2% | 0.311% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 200,464 | $5.42M | 0.0% | +13.0% | 1.985% | |
| 4/26/2024 | Opus Capital Group LLC | 303,126 | $8.19M | 1.2% | -0.8% | 3.001% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 178,743 | $4.83M | 0.0% | -2.8% | 1.770% | |
| 4/24/2024 | Smith Anglin Financial LLC | 666,111 | $17.99M | 1.9% | +4.1% | 6.595% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,177 | $6.08M | 0.0% | +0.3% | 2.229% | |
| 4/23/2024 | Sapient Capital LLC | 7,798 | $212K | 0.0% | N/A | 0.077% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 9,564 | $258K | 0.0% | -6.6% | 0.095% | |
| 4/22/2024 | Raymond James & Associates | 545,373 | $14.73M | 0.0% | +4.6% | 5.400% | |
| 4/20/2024 | Kesler Norman & Wride LLC | 192,525 | $5.20M | 1.1% | +5.6% | 2.127% | |
| 4/12/2024 | Fermata Advisors LLC | 158,251 | $4.27M | 1.0% | -4.2% | 1.749% | |
| 4/5/2024 | Insight Wealth Strategies LLC | 196,450 | $5.31M | 0.8% | -1.1% | 2.171% | |
| 3/18/2024 | CoreFirst Bank & Trust | 5,150 | $133K | 0.1% | N/A | 0.057% | |
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| 3/8/2024 | ICA Group Wealth Management LLC | 6,768 | $174K | 0.0% | N/A | 0.075% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 42,946 | $1.11M | 0.7% | +3.7% | 0.475% | |
| 2/14/2024 | Connectus Wealth LLC | 341,237 | $8.80M | 0.2% | -5.4% | 3.771% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 183,843 | $4.74M | 0.0% | +10.8% | 2.031% | |
| 2/9/2024 | D.A. Davidson & CO. | 8,722 | $225K | 0.0% | N/A | 0.096% | |
| 2/6/2024 | Lincoln National Corp | 19,445 | $501K | 0.0% | +19.6% | 0.215% | |
| 2/2/2024 | Truist Financial Corp | 14,963 | $386K | 0.0% | -48.2% | 0.165% | |
| 2/1/2024 | CWM LLC | 507,670 | $13.09M | 0.1% | +22.2% | 5.610% | |
| 1/31/2024 | Western Wealth Management LLC | 54,458 | $1.40M | 0.1% | -1.6% | 0.602% | |
| 1/31/2024 | Opus Capital Group LLC | 305,457 | $7.88M | 1.3% | +6.0% | 3.375% | |
