| 3/12/2025 | Centaurus Financial Inc. | 254,871 | $7.59M | 0.5% | +12.4% | 1.891% | |
| 2/18/2025 | First Heartland Consultants Inc. | 31,104 | $926K | 0.1% | +158.7% | 0.808% | |
| 2/17/2025 | Cetera Investment Advisers | 63,506 | $1.89M | 0.0% | +3.9% | 1.650% | |
| 2/17/2025 | Citadel Advisors LLC | 14,746 | $439K | 0.0% | N/A | 0.383% | |
| 2/17/2025 | Captrust Financial Advisors | 435,080 | $12.95M | 0.0% | +8.4% | 11.301% | |
| 2/17/2025 | Bank of America Corp DE | 2,815 | $84K | 0.0% | -19.7% | 0.073% | |
| 2/14/2025 | Triumph Capital Management | 60,182 | $1.79M | 0.6% | N/A | 1.563% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 18,587 | $553K | 0.2% | N/A | 0.483% | |
| 2/13/2025 | NewEdge Advisors LLC | 276,862 | $8.24M | 0.0% | +658.2% | 7.191% | |
| 2/13/2025 | Advisory Services Network LLC | 34,657 | $1.03M | 0.0% | -13.7% | 0.900% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 13,840 | $412K | 0.0% | N/A | 0.359% | |
| 2/11/2025 | LPL Financial LLC | 11,433 | $340K | 0.0% | +6.0% | 0.297% | |
| 2/10/2025 | Pitti Group Wealth Management LLC | 309,744 | $9.22M | 9.3% | N/A | 8.045% | |
| 2/10/2025 | Harbour Investments Inc. | 14,387 | $428K | 0.0% | +36.2% | 0.374% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 201,217 | $5.99M | 0.0% | +18.2% | 5.226% | |
| 2/6/2025 | Raymond James Financial Inc. | 368,089 | $10.95M | 0.0% | N/A | 9.561% | |
| 2/6/2025 | Vantage Financial Partners LLC | 15,116 | $450K | 0.1% | +66.8% | 0.393% | |
| 2/6/2025 | Atria Investments Inc | 23,814 | $709K | 0.0% | +119.5% | 0.619% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,254 | $216K | 0.0% | +66.1% | 0.188% | |
| 2/5/2025 | Crown Wealth Group LLC | 283,158 | $8.43M | 3.4% | +7.4% | 7.355% | |
| 2/5/2025 | Motiv8 Investments LLC | 73,792 | $2.20M | 1.5% | N/A | 1.917% | |
| 2/4/2025 | WealthShield Partners LLC | 3,400 | $101K | 0.0% | N/A | 0.088% | |
| 2/3/2025 | Sigma Planning Corp | 56,542 | $1.68M | 0.1% | +324.5% | 1.469% | |
| 1/31/2025 | CRA Financial Services LLC | 218,384 | $6.50M | 1.1% | +13.8% | 5.672% | |
| 1/31/2025 | Woodard & Co. Asset Management Group Inc. ADV | 16,313 | $485K | 0.1% | -95.9% | 0.424% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 36,199 | $1.08M | 0.6% | N/A | 0.940% | |
| 1/30/2025 | Principal Securities Inc. | 2,500 | $74K | 0.0% | N/A | 0.065% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 117,836 | $3.51M | 0.2% | +188.2% | 3.061% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 18,043 | $537K | 0.0% | +34.2% | 0.469% | |
| 1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 109,781 | $3.27M | 1.2% | +2.9% | 2.851% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 129,441 | $3.85M | 0.1% | +6.4% | 3.362% | |
| 1/17/2025 | D.B. Root & Company LLC | 164,393 | $4.89M | 1.6% | +28.7% | 4.270% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 14,650 | $436K | 0.3% | N/A | 0.381% | |
| 1/16/2025 | Wealthquest Corp | 3,290,594 | $97.93M | 8.0% | +43.9% | 85.470% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 43,778 | $1.30M | 0.0% | -12.6% | 1.137% | |
| 1/15/2025 | Central Valley Advisors LLC | 394,862 | $11.75M | 5.3% | N/A | 10.256% | |
| 1/13/2025 | Claro Advisors LLC | 40,260 | $1.20M | 0.2% | +48.4% | 1.046% | |
| 1/13/2025 | Brookstone Capital Management | 64,555 | $1.92M | 0.0% | +49.3% | 1.677% | |
| 11/21/2024 | Wealthquest Corp | 2,286,412 | $66.54M | 5.9% | +68.7% | 59.387% | |
| 11/14/2024 | Captrust Financial Advisors | 401,246 | $11.74M | 0.0% | +112.5% | 10.422% | |
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| 11/12/2024 | Centaurus Financial Inc. | 226,745 | $6.63M | 0.4% | +45.5% | 5.889% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 13,441 | $393K | 0.0% | +24.8% | 0.349% | |
| 11/7/2024 | Claro Advisors LLC | 27,125 | $793K | 0.1% | +81.3% | 0.705% | |
| 11/5/2024 | First Heartland Consultants Inc. | 12,024 | $351K | 0.0% | N/A | 0.312% | |
| 11/5/2024 | Harbour Investments Inc. | 10,566 | $309K | 0.0% | +11.2% | 0.274% | |
| 11/4/2024 | Sigma Planning Corp | 13,321 | $390K | 0.0% | N/A | 0.346% | |
| 11/1/2024 | Atria Investments Inc | 10,849 | $317K | 0.0% | N/A | 0.282% | |
| 11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 106,656 | $3.12M | 1.1% | +1.6% | 2.770% | |
| 10/31/2024 | D.B. Root & Company LLC | 127,716 | $3.74M | 1.2% | +36.6% | 3.317% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 40,881 | $1.20M | 0.1% | N/A | 1.062% | |
| 10/25/2024 | Mutual Advisors LLC | 67,864 | $2.00M | 0.1% | N/A | 1.763% | |
| 10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 395,028 | $11.56M | 2.6% | +6,483.8% | 10.260% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 121,649 | $3.56M | 0.1% | +480.3% | 3.160% | |
| 10/18/2024 | Raymond James & Associates | 95,796 | $2.80M | 0.0% | +383.8% | 2.488% | |
| 10/17/2024 | Claro Advisors LLC | 11,292 | $348K | 0.0% | -24.5% | 0.293% | |
| 10/10/2024 | CRA Financial Services LLC | 191,831 | $5.61M | 1.0% | +3.3% | 4.983% | |
| 10/8/2024 | Brookstone Capital Management | 43,236 | $1.27M | 0.0% | -9.9% | 1.123% | |
| 9/23/2024 | Centaurus Financial Inc. | 155,836 | $4.42M | 0.3% | +61.5% | 4.048% | |
| 8/26/2024 | Wealthquest Corp | 1,355,606 | $38.43M | 5.0% | -5.4% | 35.211% | |
| 8/15/2024 | Oliver Lagore Vanvalin Investment Group | 5,449 | $154K | 0.0% | +37.5% | 0.142% | |
| 8/7/2024 | Vantage Financial Partners LLC | 9,061 | $257K | 0.1% | N/A | 0.235% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 20,962 | $594K | 0.0% | +126.3% | 0.544% | |
| 8/1/2024 | Ritholtz Wealth Management | 8,448 | $240K | 0.0% | N/A | 0.219% | |
| 8/1/2024 | Claro Advisors LLC | 14,960 | $424K | 0.1% | N/A | 0.389% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 145,553 | $4.13M | 0.0% | +46.4% | 3.781% | |
| 7/26/2024 | Harbour Investments Inc. | 9,501 | $269K | 0.0% | +129.1% | 0.247% | |
| 7/18/2024 | Brookstone Capital Management | 47,973 | $1.37M | 0.0% | +11.9% | 1.246% | |
| 7/17/2024 | Comprehensive Financial Consultants Institutional Inc. | 104,973 | $2.98M | 1.2% | +29.0% | 2.727% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,814 | $278K | 0.0% | +21.5% | 0.255% | |
| 7/15/2024 | D.B. Root & Company LLC | 93,489 | $2.65M | 0.9% | +29.0% | 2.428% | |
| 7/12/2024 | CRA Financial Services LLC | 185,781 | $5.27M | 1.1% | +17.2% | 4.825% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 10,774 | $295K | 0.0% | N/A | 0.274% | |
| 5/9/2024 | Wealthquest Corp | 1,432,809 | $39.27M | 4.2% | +66.6% | 36.458% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 81,375 | $2.23M | 0.9% | N/A | 2.071% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 99,445 | $2.73M | 0.0% | +151.1% | 2.530% | |
| 4/24/2024 | Capasso Planning Partners LLC | 53,077 | $1.46M | 0.6% | +5.3% | 1.351% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 67,157 | $1.84M | 0.0% | N/A | 1.709% | |
| 4/17/2024 | D.B. Root & Company LLC | 72,488 | $1.99M | 0.7% | +40.7% | 0.000% | |
| 4/17/2024 | CRA Financial Services LLC | 158,537 | $4.35M | 0.9% | +3.9% | 0.000% | |
| 4/15/2024 | Brookstone Capital Management | 42,871 | $1.18M | 0.0% | +79.1% | 0.000% | |
| 2/16/2024 | Wealthquest Corp | 860,001 | $22.87M | 2.5% | N/A | 0.000% | |
| 2/9/2024 | Advisory Services Network LLC | 58,626 | $1.56M | 0.0% | N/A | 0.000% | |
| 2/1/2024 | CRA Financial Services LLC | 152,637 | $4.06M | 1.0% | N/A | 0.000% | |
| 1/26/2024 | Capasso Planning Partners LLC | 50,386 | $1.34M | 0.6% | N/A | 0.000% | |
| 1/16/2024 | D.B. Root & Company LLC | 51,503 | $1.37M | 0.5% | N/A | 0.000% | |
