| 8/15/2025 | MML Investors Services LLC | 21,583 | $750K | 0.0% | +216.8% | 1.233% | |
| 8/14/2025 | Raymond James Financial Inc. | 27,056 | $940K | 0.0% | +69.4% | 1.546% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,812 | $63K | 0.0% | -26.0% | 0.104% | |
| 8/8/2025 | Cetera Investment Advisers | 47,203 | $1.64M | 0.0% | +46.6% | 2.697% | |
| 8/8/2025 | Wealth Alliance LLC | 11,220 | $390K | 0.0% | -8.3% | 0.641% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 144,191 | $5.01M | 0.5% | +10.0% | 8.239% | |
| 8/4/2025 | Spire Wealth Management | 50,538 | $1.76M | 0.1% | +521.9% | 2.888% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 50,426 | $1.75M | 0.0% | +40.1% | 2.881% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 7,355 | $256K | 0.0% | N/A | 0.420% | |
| 7/30/2025 | Strategic Blueprint LLC | 8,755 | $304K | 0.0% | -17.3% | 0.500% | |
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| 7/30/2025 | Brookstone Capital Management | 32,036 | $1.11M | 0.0% | +15.5% | 1.831% | |
| 7/30/2025 | IMG Wealth Management Inc. | 9,708 | $337K | 0.3% | -6.2% | 0.555% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 14,969 | $520K | 0.0% | N/A | 0.855% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 7,463 | $259K | 0.2% | N/A | 0.426% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 727 | $25K | 0.0% | N/A | 0.042% | |
| 7/9/2025 | Central Valley Advisors LLC | 55,637 | $1.93M | 0.7% | +228.6% | 3.179% | |
| 7/7/2025 | O Connor Financial Group LLC | 8,736 | $306K | 0.1% | N/A | 0.499% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 9,248 | $307K | 0.0% | -18.8% | 0.578% | |
| 5/15/2025 | OLD Mission Capital LLC | 19,834 | $664K | 0.0% | +45.9% | 1.240% | |
| 5/14/2025 | Kestra Advisory Services LLC | 57,121 | $1.91M | 0.0% | -1.6% | 3.570% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 131,127 | $4.40M | 0.3% | +13.6% | 8.195% | |
| 5/6/2025 | Cetera Investment Advisers | 32,206 | $1.08M | 0.0% | +8.3% | 2.386% | |
| 5/6/2025 | AE Wealth Management LLC | 15,234 | $510K | 0.0% | -5.8% | 1.128% | |
| 5/5/2025 | Wealth Alliance LLC | 12,235 | $410K | 0.0% | -10.7% | 0.906% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 15,391 | $515K | 0.2% | -11.6% | 1.140% | |
| 4/29/2025 | Strategic Blueprint LLC | 10,583 | $354K | 0.0% | -19.7% | 0.784% | |
| 4/23/2025 | Spire Wealth Management | 8,126 | $272K | 0.0% | -53.0% | 0.602% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 6,049 | $203K | 0.1% | N/A | 0.448% | |
| 4/11/2025 | KFG Wealth Management LLC | 39,107 | $1.31M | 0.2% | -9.7% | 2.897% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 17,407 | $585K | 0.2% | N/A | 1.200% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 51,903 | $1.78M | 0.4% | -11.6% | 3.580% | |
| 2/25/2025 | Armis Advisers LLC | 14,186 | $477K | 0.1% | N/A | 0.978% | |
| 2/17/2025 | Cetera Investment Advisers | 29,737 | $1M | 0.0% | -16.6% | 2.155% | |
| 2/17/2025 | Citadel Advisors LLC | 11,581 | $389K | 0.0% | -4.4% | 0.839% | |
| 2/13/2025 | Raymond James Financial Inc. | 16,468 | $554K | 0.0% | N/A | 1.193% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 11,396 | $383K | 0.0% | -9.2% | 0.826% | |
| 2/12/2025 | OLD Mission Capital LLC | 13,597 | $457K | 0.0% | -44.0% | 0.985% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,016 | $68K | 0.0% | N/A | 0.146% | |
| 2/10/2025 | IMG Wealth Management Inc. | 10,203 | $343K | 0.3% | N/A | 0.739% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 85,560 | $2.88M | 0.0% | -3.8% | 6.200% | |
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| 2/6/2025 | Raymond James Financial Inc. | 16,468 | $554K | 0.0% | N/A | 1.193% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 6,017 | $205K | 0.0% | N/A | 0.436% | |
| 2/5/2025 | Noble Wealth Management PBC | 900 | $30K | 0.0% | N/A | 0.065% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 115,450 | $3.88M | 0.1% | +12.7% | 8.366% | |
| 1/24/2025 | Spire Wealth Management | 17,285 | $581K | 0.0% | -40.6% | 1.253% | |
| 1/23/2025 | Strategic Blueprint LLC | 13,172 | $443K | 0.0% | -3.0% | 0.954% | |
| 1/21/2025 | KFG Wealth Management LLC | 43,306 | $1.46M | 0.3% | -2.5% | 3.138% | |
| 1/15/2025 | Central Valley Advisors LLC | 16,786 | $564K | 0.3% | -5.5% | 1.216% | |
| 1/13/2025 | Brookstone Capital Management | 30,765 | $1.03M | 0.0% | -9.3% | 2.229% | |
| 11/19/2024 | Barclays PLC | 2,659 | $88K | 0.0% | N/A | 0.193% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 12,545 | $413K | 0.0% | -17.6% | 0.909% | |
| 11/15/2024 | Barclays PLC | 2,659 | $88K | 0.0% | N/A | 0.193% | |
| 10/25/2024 | Strategic Blueprint LLC | 13,584 | $448K | 0.0% | -9.2% | 0.984% | |
| 10/21/2024 | Retirement Guys Formula LLC | 7,333 | $242K | 0.1% | -37.4% | 0.531% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 10,071 | $332K | 0.0% | -17.3% | 0.730% | |
| 10/9/2024 | Castle Rock Wealth Management LLC | 58,738 | $1.93M | 0.5% | -4.6% | 4.256% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,406 | $3.38M | 0.3% | +7.4% | 7.421% | |
| 10/8/2024 | Brookstone Capital Management | 33,933 | $1.12M | 0.0% | -93.7% | 2.459% | |
| 8/22/2024 | Cetera Investment Advisers | 42,518 | $1.36M | 0.0% | -8.1% | 3.081% | |
| 8/21/2024 | Truist Financial Corp | 28,254 | $902K | 0.0% | -21.2% | 2.047% | |
| 8/13/2024 | AE Wealth Management LLC | 15,730 | $502K | 0.0% | N/A | 1.140% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 115,133 | $3.68M | 0.0% | +207.3% | 8.343% | |
| 7/31/2024 | Spire Wealth Management | 29,108 | $929K | 0.0% | +2,672.2% | 2.109% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 88,973 | $2.84M | 0.0% | +6.1% | 6.447% | |
| 7/27/2024 | Strategic Blueprint LLC | 14,964 | $478K | 0.0% | -11.5% | 1.084% | |
| 7/20/2024 | Milestone Asset Management LLC | 14,320 | $457K | 0.1% | -3.6% | 1.038% | |
| 7/19/2024 | KFG Wealth Management LLC | 46,448 | $1.48M | 0.6% | +14.2% | 3.366% | |
| 7/18/2024 | Brookstone Capital Management | 535,820 | $17.28M | 0.3% | +1,489.9% | 38.828% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 6,868 | $219K | 0.1% | -14.9% | 0.498% | |
| 7/18/2024 | Triad Wealth Partners LLC | 3,026 | $97K | 0.1% | N/A | 0.219% | |
| 7/15/2024 | RFG Advisory LLC | 6,676 | $213K | 0.0% | N/A | 0.484% | |
| 7/12/2024 | Central Valley Advisors LLC | 17,756 | $567K | 0.3% | N/A | 1.287% | |
| 5/24/2024 | Cetera Advisors LLC | 10,440 | $316K | 0.0% | +5.4% | 0.757% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 48,298 | $1.46M | 0.2% | -12.5% | 3.500% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 83,840 | $2.54M | 0.0% | +2.8% | 6.075% | |
| 4/23/2024 | Milestone Asset Management LLC | 14,851 | $449K | 0.1% | -2.2% | 1.024% | |
| 4/23/2024 | Strategic Blueprint LLC | 16,917 | $512K | 0.0% | -22.9% | 1.167% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 8,067 | $244K | 0.1% | -96.4% | 0.556% | |
| 4/19/2024 | KFG Wealth Management LLC | 40,658 | $1.23M | 0.5% | -4.5% | 2.804% | |
| 4/15/2024 | Brookstone Capital Management | 33,702 | $1.02M | 0.0% | -27.2% | 2.324% | |
| 2/12/2024 | Tradition Wealth Management LLC | 791,870 | $23.93M | 2.5% | -2.5% | 27.119% | |
| 2/2/2024 | Truist Financial Corp | 37,770 | $1.11M | 0.0% | -3.7% | 1.293% | |
| 1/31/2024 | KFG Wealth Management LLC | 42,559 | $1.25M | 0.6% | -6.4% | 1.458% | |
| 1/31/2024 | Archer Investment Corp | 4,951 | $146K | 0.0% | -51.4% | 0.170% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 222,010 | $6.53M | 2.3% | -2.7% | 7.603% | |
| 1/25/2024 | Strategic Blueprint LLC | 21,950 | $646K | 0.1% | -28.9% | 0.752% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,881 | $291K | 0.0% | N/A | 0.338% | |
| 1/11/2024 | Brookstone Capital Management | 46,323 | $1.36M | 0.0% | -64.6% | 1.586% | |
| 11/14/2023 | Milestone Asset Management LLC | 15,190 | $420K | 0.1% | -53.9% | 0.520% | |
| 11/8/2023 | HighTower Advisors LLC | 150,752 | $4.16M | 0.0% | -1.3% | 5.163% | |
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| 11/8/2023 | Janney Montgomery Scott LLC | 8,905 | $246K | 0.0% | -11.3% | 0.305% | |
| 11/8/2023 | Archer Investment Corp | 10,189 | $282K | 0.1% | -6.1% | 0.349% | |
| 11/3/2023 | MGO One Seven LLC | 13,600 | $376K | 0.0% | N/A | 0.466% | |
| 11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 59,383 | $1.64M | 0.2% | -42.9% | 2.034% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,572 | $237K | 0.0% | -38.5% | 0.294% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 79,055 | $2.19M | 0.0% | -10.9% | 2.707% | |
| 10/20/2023 | Brookstone Capital Management | 131,038 | $3.63M | 0.1% | -80.3% | 4.488% | |
| 10/18/2023 | Strategic Blueprint LLC | 30,885 | $855K | 0.1% | -19.3% | 1.058% | |
| 10/17/2023 | KFG Wealth Management LLC | 45,465 | $1.26M | 0.7% | -2.4% | 1.557% | |
| 10/13/2023 | Retirement Guys Formula LLC | 11,729 | $325K | 0.2% | -14.1% | 0.402% | |
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