| 8/29/2025 | Evolution Wealth Management Inc. | 1,324 | $49K | 0.1% | N/A | 0.035% | |
| 8/29/2025 | Centaurus Financial Inc. | 14,884 | $548K | 0.0% | -18.9% | 0.399% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 43,980 | $1.62M | 0.0% | +144.9% | 1.179% | |
| 8/19/2025 | Advisory Services Network LLC | 12,155 | $451K | 0.0% | N/A | 0.326% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 43,980 | $1.62M | 0.0% | +144.9% | 1.179% | |
| 8/14/2025 | Raymond James Financial Inc. | 274,022 | $10.08M | 0.0% | +3.4% | 7.346% | |
| 8/14/2025 | Cerity Partners LLC | 54,273 | $2.00M | 0.0% | N/A | 1.455% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 13,307 | $490K | 0.0% | -2.5% | 0.357% | |
| 8/12/2025 | Archer Investment Corp | 14,599 | $537K | 0.1% | +22.4% | 0.391% | |
| 8/7/2025 | Allworth Financial LP | 50,551 | $1.86M | 0.0% | -1.4% | 1.355% | |
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| 8/6/2025 | AE Wealth Management LLC | 3,582 | $132K | 0.0% | +43.3% | 0.096% | |
| 8/6/2025 | Souders Financial Advisors | 14,168 | $521K | 0.1% | N/A | 0.380% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 258,419 | $9.51M | 0.9% | +6.0% | 6.928% | |
| 8/4/2025 | Spire Wealth Management | 7,471 | $275K | 0.0% | -51.1% | 0.200% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 31,294 | $1.15M | 0.0% | +18.5% | 0.839% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 12,075 | $444K | 0.0% | N/A | 0.324% | |
| 7/30/2025 | Brookstone Capital Management | 34,975 | $1.29M | 0.0% | -5.2% | 0.938% | |
| 7/30/2025 | IMG Wealth Management Inc. | 64,878 | $2.39M | 1.8% | +11.0% | 1.739% | |
| 7/28/2025 | RFG Advisory LLC | 11,585 | $426K | 0.0% | -24.2% | 0.311% | |
| 7/25/2025 | CWM LLC | 113,047 | $4.16M | 0.0% | +28.3% | 3.031% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,213 | $265K | 0.0% | N/A | 0.193% | |
| 7/21/2025 | Seros Financial LLC | 245,628 | $9.04M | 5.7% | +19.5% | 6.585% | |
| 7/21/2025 | Triad Wealth Partners LLC | 6,319 | $232K | 0.0% | N/A | 0.169% | |
| 7/18/2025 | Truist Financial Corp | 25,857 | $951K | 0.0% | -3.9% | 0.693% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 10,570 | $389K | 0.2% | -9.8% | 0.283% | |
| 7/15/2025 | Retirement Guys Formula LLC | 12,098 | $445K | 0.2% | -6.6% | 0.324% | |
| 7/15/2025 | Accurate Wealth Management LLC | 12,172 | $450K | 0.1% | +38.1% | 0.326% | |
| 7/14/2025 | Buska Wealth Management LLC | 8,223 | $303K | 0.1% | -20.8% | 0.220% | |
| 7/14/2025 | KFG Wealth Management LLC | 166,224 | $6.12M | 1.0% | -18.0% | 4.456% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 137,654 | $5.08M | 0.0% | +3.5% | 3.690% | |
| 7/9/2025 | Central Valley Advisors LLC | 31,696 | $1.17M | 0.4% | +35.4% | 0.850% | |
| 7/3/2025 | City Center Advisors LLC | 14,573 | $536K | 0.6% | -7.4% | 0.391% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 8,117 | $272K | 0.0% | N/A | 0.218% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 18,686 | $627K | 0.0% | -10.5% | 0.469% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 8,117 | $272K | 0.0% | N/A | 0.204% | |
| 5/16/2025 | Talon Private Wealth LLC | 7,123 | $244K | 0.0% | +222.5% | 0.179% | |
| 5/15/2025 | OLD Mission Capital LLC | 15,246 | $511K | 0.0% | N/A | 0.383% | |
| 5/14/2025 | Delta Investment Management LLC | 6,613 | $222K | 0.0% | -35.3% | 0.166% | |
| 5/14/2025 | Kestra Advisory Services LLC | 248,489 | $8.33M | 0.0% | -1.0% | 6.243% | |
| 5/13/2025 | Raymond James Financial Inc. | 264,997 | $8.89M | 0.0% | +9.7% | 6.658% | |
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| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 243,848 | $8.19M | 0.6% | +6.3% | 6.127% | |
| 5/12/2025 | Berger Financial Group Inc | 17,711 | $594K | 0.0% | -2.8% | 0.445% | |
| 5/6/2025 | Cetera Investment Advisers | 11,394 | $382K | 0.0% | +19.0% | 0.279% | |
| 5/6/2025 | WorthPointe LLC | 8,062 | $270K | 0.1% | -43.2% | 0.198% | |
| 5/5/2025 | Archer Investment Corp | 11,923 | $400K | 0.1% | -13.9% | 0.292% | |
| 5/1/2025 | CWM LLC | 88,089 | $2.95M | 0.0% | +102.0% | 2.159% | |
| 4/30/2025 | Allworth Financial LP | 51,267 | $1.69M | 0.0% | -3.5% | 1.257% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 5,046 | $169K | 0.1% | -82.9% | 0.124% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 26,419 | $886K | 0.0% | -35.3% | 0.648% | |
| 4/23/2025 | Spire Wealth Management | 15,278 | $512K | 0.0% | -48.9% | 0.374% | |
| 4/23/2025 | IMG Wealth Management Inc. | 58,469 | $1.96M | 1.8% | +0.9% | 1.433% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,736 | $863K | 0.0% | -36.1% | 0.631% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 11,715 | $393K | 0.2% | -10.5% | 0.287% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 132,950 | $4.46M | 0.0% | -4.1% | 3.766% | |
| 4/16/2025 | Seros Financial LLC | 205,570 | $6.74M | 5.0% | N/A | 5.824% | |
| 4/15/2025 | Accurate Wealth Management LLC | 8,813 | $288K | 0.1% | -10.4% | 0.250% | |
| 4/14/2025 | City Center Advisors LLC | 15,732 | $528K | 0.6% | +5.2% | 0.446% | |
| 4/11/2025 | KFG Wealth Management LLC | 202,690 | $6.80M | 1.2% | -22.1% | 5.742% | |
| 4/9/2025 | Buska Wealth Management LLC | 10,380 | $348K | 0.1% | -8.4% | 0.294% | |
| 4/9/2025 | RFG Advisory LLC | 15,278 | $512K | 0.0% | N/A | 0.433% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 138,695 | $4.78M | 0.0% | +4.3% | 3.929% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 29,500 | $1.02M | 0.3% | N/A | 0.831% | |
| 3/4/2025 | Buska Wealth Management LLC | 11,335 | $391K | 0.1% | -8.9% | 0.319% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,546 | $226K | 0.0% | -40.7% | 0.269% | |
| 2/17/2025 | Cetera Investment Advisers | 9,572 | $330K | 0.0% | -10.4% | 0.394% | |
| 2/14/2025 | Jane Street Group LLC | 8,120 | $280K | 0.0% | N/A | 0.334% | |
| 2/14/2025 | WPWealth LLP | 41,444 | $1.43M | 0.3% | -8.1% | 1.706% | |
| 2/13/2025 | Raymond James Financial Inc. | 241,498 | $8.33M | 0.0% | N/A | 9.938% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 40,834 | $1.41M | 0.0% | +6.5% | 1.680% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 20,889 | $721K | 0.1% | -3.7% | 0.860% | |
| 2/12/2025 | JPMorgan Chase & Co. | 14,101 | $486K | 0.0% | +201,342.9% | 0.580% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 13,095 | $452K | 0.3% | -3.1% | 0.539% | |
| 2/11/2025 | LPL Financial LLC | 25,009 | $863K | 0.0% | +1.7% | 1.029% | |
| 2/10/2025 | IMG Wealth Management Inc. | 57,963 | $2.00M | 1.8% | N/A | 2.385% | |
| 2/10/2025 | Harbour Investments Inc. | 985 | $34K | 0.0% | N/A | 0.041% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 71,881 | $2.48M | 0.0% | +0.7% | 2.958% | |
| 2/6/2025 | Raymond James Financial Inc. | 241,498 | $8.33M | 0.0% | N/A | 9.938% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 13,643 | $471K | 0.0% | -5.6% | 0.561% | |
| 2/4/2025 | WealthShield Partners LLC | 2,773 | $96K | 0.0% | -20.3% | 0.114% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 229,407 | $7.91M | 0.3% | +6.0% | 9.441% | |
| 1/31/2025 | Truist Financial Corp | 27,045 | $933K | 0.0% | -1.3% | 1.113% | |
| 1/30/2025 | Principal Securities Inc. | 2,446 | $84K | 0.0% | -13.3% | 0.101% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 642,751 | $20.20M | 0.9% | +197.0% | 26.451% | |
| 1/28/2025 | Archer Investment Corp | 13,842 | $477K | 0.1% | -13.8% | 0.570% | |
| 1/24/2025 | Alterna Wealth Management Inc. | 11,880 | $410K | 0.3% | -20.1% | 0.489% | |
| 1/24/2025 | Spire Wealth Management | 29,897 | $1.03M | 0.0% | -5.6% | 1.230% | |
| 1/21/2025 | KFG Wealth Management LLC | 260,229 | $8.98M | 1.7% | -6.7% | 10.709% | |
| 1/15/2025 | Central Valley Advisors LLC | 23,431 | $808K | 0.4% | -4.2% | 0.964% | |
| 1/14/2025 | Accurate Wealth Management LLC | 9,832 | $339K | 0.1% | -22.1% | 0.405% | |
| 1/13/2025 | Brookstone Capital Management | 39,924 | $1.38M | 0.0% | -93.0% | 1.643% | |
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| 1/8/2025 | InvesTrust | 16,258 | $563K | 0.2% | N/A | 0.669% | |
| 11/19/2024 | Barclays PLC | 4,366 | $148K | 0.0% | N/A | 0.180% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 21,701 | $735K | 0.1% | -11.8% | 0.893% | |
| 11/15/2024 | Barclays PLC | 4,366 | $148K | 0.0% | N/A | 0.180% | |
| 11/15/2024 | MML Investors Services LLC | 28,880 | $979K | 0.0% | N/A | 1.188% | |
| 11/15/2024 | HighTower Advisors LLC | 30,600 | $1.04M | 0.0% | N/A | 1.259% | |
| 11/13/2024 | WorthPointe LLC | 14,215 | $482K | 0.2% | -46.9% | 0.585% | |
| 11/12/2024 | Centaurus Financial Inc. | 18,405 | $624K | 0.0% | -69.6% | 0.757% | |
| 11/6/2024 | Archer Investment Corp | 16,057 | $544K | 0.1% | +67.7% | 0.661% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 45,353 | $1.54M | 0.1% | N/A | 1.866% | |
