| 2/26/2025 | Discipline Wealth Solutions LLC | 209,321 | $7.55M | 3.5% | +35.2% | 1.644% | |
| 2/24/2025 | United Advisor Group LLC | 8,436 | $304K | 0.1% | N/A | 0.089% | |
| 2/18/2025 | GTS Securities LLC | 49,973 | $1.80M | 0.1% | N/A | 0.524% | |
| 2/18/2025 | Vise Technologies Inc. | 21,886 | $790K | 0.1% | +225.5% | 0.230% | |
| 2/14/2025 | Jane Street Group LLC | 11,052 | $399K | 0.0% | N/A | 0.116% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 12,363 | $454K | 0.1% | -2.9% | 0.130% | |
| 2/14/2025 | Optivise Advisory Services LLC | 12,614 | $455K | 0.2% | +80.5% | 0.132% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 129,103 | $4.66M | 0.0% | +14.4% | 1.355% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 53,100 | $1.93M | 0.1% | +192.2% | 0.557% | |
| 2/12/2025 | WealthTrak Capital Management LLC | 125,688 | $4.54M | 3.8% | N/A | 1.319% | |
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| 2/12/2025 | Orion Portfolio Solutions LLC | 1,627,982 | $58.75M | 0.6% | +9.8% | 17.083% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 47,335 | $1.71M | 0.0% | +27.7% | 0.497% | |
| 2/6/2025 | Atria Investments Inc | 25,126 | $907K | 0.0% | +16.7% | 0.264% | |
| 2/4/2025 | IFP Advisors Inc | 10,135 | $366K | 0.0% | +9.3% | 0.106% | |
| 2/4/2025 | Partners Wealth Management LLC | 6,201 | $224K | 0.3% | N/A | 0.065% | |
| 2/4/2025 | Howard Capital Management Inc. | 8,257,017 | $297.97M | 3.8% | +3.4% | 86.642% | |
| 2/3/2025 | Private Advisor Group LLC | 8,345 | $301K | 0.0% | N/A | 0.088% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 125,235 | $4.52M | 0.0% | +283.7% | 1.314% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 12,840 | $463K | 0.0% | +32.0% | 0.135% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 37,392 | $1.35M | 0.0% | N/A | 0.392% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 37,392 | $1.35M | 0.0% | N/A | 0.392% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 183,486 | $6.62M | 0.1% | +5.1% | 1.925% | |
| 1/17/2025 | Lifestyle Asset Management Inc. | 32,568 | $1.18M | 0.6% | -13.1% | 0.342% | |
| 1/14/2025 | CPR Investments Inc. | 114,938 | $4.15M | 3.7% | -34.7% | 1.206% | |
| 11/25/2024 | World Investment Advisors LLC | 6,821 | $240K | 0.0% | N/A | 0.072% | |
| 11/19/2024 | Discipline Wealth Solutions LLC | 154,853 | $5.46M | 2.9% | N/A | 1.625% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 18,172 | $633K | 0.1% | +28.7% | 0.191% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 1,482,805 | $52.27M | 1.1% | +17.7% | 15.559% | |
| 11/15/2024 | IHT Wealth Management LLC | 8,878 | $309K | 0.0% | +47.5% | 0.093% | |
| 11/1/2024 | Atria Investments Inc | 21,533 | $759K | 0.0% | -10.8% | 0.226% | |
| 11/1/2024 | Lifestyle Asset Management Inc. | 37,471 | $1.32M | 0.7% | -2.9% | 0.393% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 9,729 | $343K | 0.0% | +23.9% | 0.102% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 53,755 | $1.90M | 0.0% | -14.7% | 0.564% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 174,532 | $6.15M | 0.1% | +29.3% | 1.831% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 53,198 | $1.81M | 0.0% | +304.4% | 0.558% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 7,854 | $267K | 0.0% | N/A | 0.082% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 117,399 | $4.00M | 0.0% | +9.8% | 1.232% | |
| 8/6/2024 | Howard Capital Management Inc. | 5,428,745 | $184.88M | 18.2% | +5.9% | 56.965% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 134,994 | $4.60M | 0.1% | +18.8% | 1.417% | |
| 8/1/2024 | Ndwm LLC | 19,520 | $665K | 0.6% | N/A | 0.205% | |
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| 7/30/2024 | Forum Financial Management LP | 11,793 | $402K | 0.0% | N/A | 0.124% | |
| 7/19/2024 | Lifestyle Asset Management Inc. | 38,574 | $1.31M | 0.8% | +5.2% | 0.405% | |
| 7/19/2024 | CPR Investments Inc. | 369,297 | $12.58M | 10.4% | +2.5% | 3.875% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 34,605 | $1.18M | 0.0% | +5.0% | 0.363% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 63,001 | $2.15M | 0.0% | -3.8% | 0.661% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 12,414 | $384K | 0.1% | N/A | 0.130% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 13,155 | $407K | 0.0% | N/A | 0.138% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 1,242,228 | $38.44M | 0.4% | +15.0% | 13.035% | |
| 5/9/2024 | Delta Investment Management LLC | 119,167 | $3.69M | 0.8% | +55.0% | 1.250% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 32,958 | $1.02M | 0.0% | +4.9% | 0.346% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 65,493 | $2.03M | 0.0% | -14.5% | 0.697% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 1,080,359 | $28.26M | 0.3% | +43.7% | 16.621% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 111,342 | $3.11M | 0.1% | +77.7% | 1.713% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 31,407 | $836K | 0.0% | +69.7% | 0.483% | |
| 2/2/2024 | Delta Investment Management LLC | 76,890 | $2.05M | 0.5% | N/A | 1.183% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 29,761 | $793K | 0.0% | +91.1% | 0.458% | |
| 1/30/2024 | Howard Capital Management Inc. | 4,888,350 | $130.19M | 16.1% | +20.4% | 75.205% | |
| 1/23/2024 | CPR Investments Inc. | 243,369 | $6.48M | 6.3% | +26.0% | 3.744% | |
| 1/11/2024 | Brookstone Capital Management | 566,123 | $15.08M | 0.3% | +27.9% | 8.710% | |
| 11/16/2023 | GTS Securities LLC | 56,645 | $1.35M | 0.0% | N/A | 0.871% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 143,844 | $3.42M | 0.0% | -9.9% | 2.213% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 18,503 | $440K | 0.0% | N/A | 0.285% | |
| 11/9/2023 | CPR Investments Inc. | 193,106 | $4.59M | 4.9% | -15.7% | 2.971% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 751,948 | $17.87M | 0.2% | +9.9% | 11.568% | |
| 10/20/2023 | Brookstone Capital Management | 442,507 | $10.56M | 0.2% | +1.6% | 6.808% | |
| 10/12/2023 | IFP Advisors Inc | 58,091 | $1.38M | 0.1% | -4.0% | 0.894% | |
| 10/5/2023 | Foundations Investment Advisors LLC | 62,658 | $1.49M | 0.0% | +21.4% | 0.964% | |
| 10/5/2023 | Lifestyle Asset Management Inc. | 30,571 | $726K | 0.4% | N/A | 0.470% | |
| 8/17/2023 | Orion Portfolio Solutions LLC | 683,997 | $17.77M | 0.2% | N/A | 10.523% | |
| 8/17/2023 | Coppell Advisory Solutions LLC | 46,193 | $1.17M | 0.3% | N/A | 0.711% | |
| 8/14/2023 | Orion Portfolio Solutions LLC | 683,997 | $17.77M | 0.2% | N/A | 10.523% | |
| 8/14/2023 | IFP Advisors Inc | 60,519 | $1.57M | 0.1% | N/A | 0.931% | |
| 8/10/2023 | Cetera Advisors LLC | 17,350 | $451K | 0.0% | N/A | 0.267% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 21,534 | $560K | 0.0% | N/A | 0.331% | |
| 8/10/2023 | Citigroup Inc. | 100,000 | $2.60M | 0.0% | N/A | 1.538% | |
| 8/10/2023 | Cetera Investment Advisers | 32,425 | $843K | 0.0% | N/A | 0.499% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 159,668 | $4.15M | 0.0% | N/A | 2.456% | |
| 8/4/2023 | IFP Advisors Inc | 60,519 | $1.54M | 0.1% | N/A | 0.931% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 15,757 | $409K | 0.0% | N/A | 0.242% | |
| 8/3/2023 | Howard Capital Management Inc. | 3,207,914 | $83.36M | 11.3% | N/A | 49.353% | |
| 7/21/2023 | CPR Investments Inc. | 229,040 | $5.95M | 5.7% | N/A | 0.000% | |
| 7/19/2023 | Foundations Investment Advisors LLC | 51,594 | $1.34M | 0.0% | N/A | 0.000% | |
