| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 37,769 | $819K | 0.0% | +28.7% | 0.244% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 10,508 | $228K | 0.1% | N/A | 0.068% | |
| 2/17/2025 | Cetera Investment Advisers | 374,362 | $8.12M | 0.0% | +63.0% | 2.415% | |
| 2/17/2025 | Captrust Financial Advisors | 49,130 | $1.07M | 0.0% | N/A | 0.317% | |
| 2/17/2025 | Bank of America Corp DE | 49,233 | $1.07M | 0.0% | +40.9% | 0.318% | |
| 2/17/2025 | Ameriprise Financial Inc. | 170,047 | $3.69M | 0.0% | +10.3% | 1.097% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 354,561 | $7.69M | 0.0% | -1.6% | 2.287% | |
| 2/14/2025 | Jane Street Group LLC | 72,521 | $1.57M | 0.0% | +26.3% | 0.468% | |
| 2/14/2025 | Topsail Wealth Management LLC | 12,690 | $275K | 0.1% | N/A | 0.082% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 25,266 | $548K | 0.0% | N/A | 0.163% | |
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| 2/14/2025 | Stifel Financial Corp | 30,169 | $654K | 0.0% | +30.5% | 0.195% | |
| 2/13/2025 | NewEdge Advisors LLC | 56,857 | $1.23M | 0.0% | +2.9% | 0.367% | |
| 2/13/2025 | Oder Investment Management LLC | 15,390 | $334K | 0.3% | N/A | 0.099% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 11,389 | $247K | 0.1% | N/A | 0.073% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 23,165 | $509K | 0.1% | -8.2% | 0.149% | |
| 2/13/2025 | Raymond James Financial Inc. | 272,190 | $5.90M | 0.0% | N/A | 1.756% | |
| 2/13/2025 | Invesco Ltd. | 98,953 | $2.15M | 0.0% | -5.6% | 0.638% | |
| 2/13/2025 | Wells Fargo & Company MN | 334,124 | $7.24M | 0.0% | +21.6% | 2.156% | |
| 2/12/2025 | OLD Mission Capital LLC | 58,186 | $1.26M | 0.0% | -15.7% | 0.375% | |
| 2/12/2025 | JPMorgan Chase & Co. | 12,200 | $264K | 0.0% | +27.2% | 0.079% | |
| 2/12/2025 | Tyler Stone Wealth Management | 13,999 | $303K | 0.1% | N/A | 0.090% | |
| 2/11/2025 | Ashton Thomas Securities LLC | 57,821 | $1.25M | 0.3% | N/A | 0.373% | |
| 2/11/2025 | FCA Corp TX | 49,167 | $1.07M | 0.3% | -15.0% | 0.317% | |
| 2/11/2025 | LPL Financial LLC | 871,556 | $18.90M | 0.0% | +5.9% | 5.623% | |
| 2/11/2025 | HUB Investment Partners LLC | 243,668 | $5.28M | 0.2% | +1.8% | 1.572% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 16,394 | $355K | 0.0% | N/A | 0.106% | |
| 2/10/2025 | Harbour Investments Inc. | 44,942 | $974K | 0.0% | +674.9% | 0.290% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 14,877 | $323K | 0.1% | N/A | 0.096% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 54,594 | $1.18M | 0.0% | +91.0% | 0.352% | |
| 2/7/2025 | Net Worth Advisory Group | 11,513 | $250K | 0.1% | +5.0% | 0.074% | |
| 2/7/2025 | Independent Advisor Alliance | 58,270 | $1.26M | 0.0% | N/A | 0.376% | |
| 2/7/2025 | Meriwether Wealth & Planning LLC | 11,556 | $251K | 0.2% | N/A | 0.075% | |
| 2/7/2025 | Tassel Capital Management Inc. | 16,984 | $368K | 0.3% | N/A | 0.110% | |
| 2/6/2025 | GPM Growth Investors Inc. | 180,931 | $3.92M | 1.7% | +36.9% | 1.167% | |
| 2/6/2025 | Raymond James Financial Inc. | 272,190 | $5.90M | 0.0% | N/A | 1.756% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 328,959 | $7.13M | 0.1% | -14.1% | 2.122% | |
| 2/6/2025 | Jones Financial Companies Lllp | 73,355 | $1.59M | 0.0% | +263.1% | 0.473% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 12,349 | $268K | 0.0% | +23.9% | 0.080% | |
| 2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 23,892 | $518K | 0.2% | N/A | 0.154% | |
| 2/4/2025 | IFP Advisors Inc | 2,734 | $59K | 0.0% | N/A | 0.018% | |
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| 2/4/2025 | MONECO Advisors LLC | 34,853 | $756K | 0.1% | -9.5% | 0.225% | |
| 2/4/2025 | Denver PWM LLC | 2,300 | $50K | 0.0% | N/A | 0.015% | |
| 1/31/2025 | Key Financial Inc | 11,770 | $255K | 0.1% | +49.0% | 0.076% | |
| 1/31/2025 | 4Thought Financial Group Inc. | 21,322 | $462K | 0.3% | +2.4% | 0.138% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 11,196 | $243K | 0.0% | N/A | 0.072% | |
| 1/30/2025 | Principal Securities Inc. | 1,843 | $40K | 0.0% | N/A | 0.012% | |
| 1/30/2025 | Howard Wealth Management LLC | 98,353 | $2.13M | 1.2% | +23.9% | 0.635% | |
| 1/30/2025 | SFE Investment Counsel | 346,464 | $7.51M | 1.6% | +10.7% | 2.294% | |
| 1/28/2025 | Stephens Inc. AR | 16,457 | $357K | 0.0% | +17.1% | 0.109% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 17,464 | $379K | 0.0% | -4.6% | 0.116% | |
| 1/28/2025 | Leo Wealth LLC | 26,740 | $580K | 0.1% | N/A | 0.177% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 35,561 | $771K | 0.1% | N/A | 0.236% | |
| 1/24/2025 | Vantage Point Financial LLC | 44,174 | $958K | 0.5% | N/A | 0.296% | |
| 1/22/2025 | Legacy Financial Group LLC | 22,185 | $481K | 0.0% | +39.5% | 0.149% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,295 | $700K | 0.0% | +2.7% | 0.217% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 9,438 | $205K | 0.0% | N/A | 0.063% | |
| 1/17/2025 | Advisory Alpha LLC | 186,214 | $4.04M | 0.1% | +0.3% | 1.275% | |
| 1/17/2025 | Atomi Financial Group Inc. | 37,603 | $815K | 0.0% | +1.6% | 0.258% | |
| 1/17/2025 | Segment Wealth Management LLC | 52,040 | $1.13M | 0.1% | +56.5% | 0.356% | |
| 1/16/2025 | Ironwood Wealth Management LLC. | 84,590 | $1.83M | 0.6% | +13.5% | 0.546% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 18,931 | $413K | 0.1% | N/A | 0.130% | |
| 1/15/2025 | Retireful LLC | 82,411 | $1.79M | 1.0% | N/A | 0.564% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 56,659 | $1.23M | 0.1% | +62.5% | 0.388% | |
| 1/14/2025 | Rovin Capital UT ADV | 194,875 | $4.23M | 1.5% | +300.7% | 1.335% | |
| 1/14/2025 | S.E.E.D. Planning Group LLC | 55,796 | $1.21M | 0.4% | N/A | 0.382% | |
| 1/13/2025 | Brookstone Capital Management | 30,188 | $654K | 0.0% | +4.1% | 0.207% | |
| 1/7/2025 | Horizons Wealth Management | 4,094 | $89K | 0.1% | +85.1% | 0.028% | |
| 1/3/2025 | GAMMA Investing LLC | 46,765 | $1.01M | 0.1% | +81.0% | 0.357% | |
| 12/26/2024 | JPMorgan Chase & Co. | 9,594 | $213K | 0.0% | +150.4% | 0.073% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 14,601 | $323K | 0.0% | +8.3% | 0.111% | |
| 11/15/2024 | MML Investors Services LLC | 26,523 | $588K | 0.0% | N/A | 0.202% | |
| 11/15/2024 | Jane Street Group LLC | 57,405 | $1.27M | 0.0% | -42.0% | 0.438% | |
| 11/15/2024 | Stifel Financial Corp | 23,119 | $512K | 0.0% | +4.2% | 0.176% | |
| 11/12/2024 | Larson Financial Group LLC | 8,045 | $178K | 0.0% | +120.8% | 0.061% | |
| 11/8/2024 | Kraft Davis & Associates LLC | 25,227 | $553K | 0.2% | -7.9% | 0.193% | |
| 11/8/2024 | Prospera Financial Services Inc | 103,618 | $2.30M | 0.1% | +79.6% | 0.791% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 9,967 | $221K | 0.0% | N/A | 0.076% | |
| 11/4/2024 | Alaska Wealth Advisors | 9,063 | $201K | 0.0% | N/A | 0.069% | |
| 11/1/2024 | Rovin Capital UT ADV | 48,628 | $1.08M | 0.4% | +21.9% | 0.377% | |
| 10/29/2024 | Key Financial Inc | 7,900 | $175K | 0.0% | +20.8% | 0.061% | |
| 10/28/2024 | Stephens Inc. AR | 14,048 | $311K | 0.0% | N/A | 0.109% | |
| 10/28/2024 | Pacific Wealth Strategies Group Inc. | 11,500 | $255K | 0.2% | N/A | 0.089% | |
| 10/25/2024 | MONECO Advisors LLC | 38,511 | $853K | 0.1% | -15.1% | 0.301% | |
| 10/25/2024 | SFE Investment Counsel | 312,884 | $6.93M | 1.4% | +3.5% | 2.444% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 29,351 | $650K | 0.0% | N/A | 0.229% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 34,861 | $773K | 0.0% | +173.5% | 0.272% | |
| 10/22/2024 | Rebalance LLC | 23,248 | $515K | 0.0% | N/A | 0.182% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 12,403 | $275K | 0.0% | N/A | 0.097% | |
| 10/18/2024 | Net Worth Advisory Group | 10,967 | $243K | 0.1% | N/A | 0.087% | |
| 10/16/2024 | Ironwood Financial llc | 74,561 | $1.65M | 0.3% | +17.7% | 0.596% | |
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| 10/16/2024 | Legacy Financial Group LLC | 15,898 | $352K | 0.1% | N/A | 0.127% | |
| 10/9/2024 | Private Advisory Group LLC | 23,573 | $522K | 0.1% | -3.0% | 0.190% | |
| 10/8/2024 | Brookstone Capital Management | 28,997 | $643K | 0.0% | +3.2% | 0.234% | |
| 10/8/2024 | Atomi Financial Group Inc. | 36,999 | $820K | 0.1% | +12.1% | 0.298% | |
| 10/7/2024 | GAMMA Investing LLC | 25,835 | $573K | 0.1% | +38.0% | 0.208% | |
| 8/22/2024 | Cetera Investment Advisers | 139,593 | $3.00M | 0.0% | +78.3% | 1.382% | |
| 8/21/2024 | Advisory Alpha LLC | 170,560 | $3.66M | 0.1% | +7.7% | 1.689% | |
| 8/16/2024 | NewEdge Advisors LLC | 50,074 | $1.08M | 0.0% | +4.5% | 0.496% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,298 | $49K | 0.0% | +28.5% | 0.023% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 316,856 | $6.80M | 0.0% | +22.3% | 3.137% | |
