| 2/18/2025 | Strait & Sound Wealth Management LLC | 13,011 | $1.12M | 0.5% | -3.8% | 0.465% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 10,899 | $941K | 0.0% | +2.0% | 0.389% | |
| 2/17/2025 | Napa Wealth Management | 7,421 | $641K | 0.3% | +27.0% | 0.265% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 25,129 | $2.17M | 0.0% | N/A | 0.897% | |
| 2/17/2025 | Cetera Investment Advisers | 4,516 | $390K | 0.0% | +37.1% | 0.161% | |
| 2/17/2025 | Citadel Advisors LLC | 4,086 | $353K | 0.0% | -4.2% | 0.146% | |
| 2/17/2025 | Bank of America Corp DE | 45,077 | $3.89M | 0.0% | +60.8% | 1.610% | |
| 2/14/2025 | Eagle Strategies LLC | 6,783 | $586K | 0.1% | +7.8% | 0.242% | |
| 2/14/2025 | Jane Street Group LLC | 11,378 | $982K | 0.0% | -60.1% | 0.406% | |
| 2/14/2025 | Westbourne Investments Inc. | 4,076 | $352K | 0.2% | N/A | 0.146% | |
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| 2/14/2025 | Dark Forest Capital Management LP | 31,333 | $2.71M | 0.4% | -35.2% | 1.119% | |
| 2/14/2025 | MML Investors Services LLC | 31,263 | $2.70M | 0.0% | +33.8% | 1.117% | |
| 2/13/2025 | Regal Investment Advisors LLC | 4,863 | $420K | 0.0% | +18.5% | 0.174% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 2,019 | $174K | 0.1% | +258.6% | 0.072% | |
| 2/13/2025 | Raymond James Financial Inc. | 49,504 | $4.28M | 0.0% | N/A | 1.768% | |
| 2/13/2025 | Advisory Services Network LLC | 7,178 | $620K | 0.0% | -29.5% | 0.256% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 43,516 | $3.76M | 0.0% | +37.1% | 1.554% | |
| 2/13/2025 | Smith Moore & CO. | 2,777 | $240K | 0.0% | N/A | 0.099% | |
| 2/11/2025 | LPL Financial LLC | 118,549 | $10.24M | 0.0% | +15.8% | 4.234% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 4,995 | $431K | 0.0% | -78.6% | 0.178% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 13,312 | $1.15M | 0.0% | +17.2% | 0.475% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,597 | $570K | 0.0% | +42.5% | 0.236% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,002 | $518K | 0.0% | +17.7% | 0.214% | |
| 2/7/2025 | PFG Advisors | 13,529 | $1.17M | 0.1% | +109.0% | 0.483% | |
| 2/6/2025 | Raymond James Financial Inc. | 49,504 | $4.28M | 0.0% | N/A | 1.768% | |
| 2/6/2025 | a16z Perennial Management L.P. | 21,915 | $1.89M | 0.2% | N/A | 0.783% | |
| 2/6/2025 | Meridian Wealth Management LLC | 2,536 | $219K | 0.0% | N/A | 0.091% | |
| 2/5/2025 | Kovack Advisors Inc. | 126,284 | $10.91M | 1.1% | N/A | 4.510% | |
| 2/3/2025 | Sigma Planning Corp | 17,018 | $1.47M | 0.0% | N/A | 0.608% | |
| 2/3/2025 | Matauro LLC | 101,712 | $8.78M | 1.9% | N/A | 3.633% | |
| 2/3/2025 | Capital Advisory Group Advisory Services LLC | 12,185 | $1.05M | 0.4% | +113.2% | 0.435% | |
| 1/31/2025 | Global Retirement Partners LLC | 574 | $50K | 0.0% | +151.8% | 0.021% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 92,818 | $8.02M | 0.1% | +70.5% | 3.315% | |
| 1/31/2025 | Truist Financial Corp | 4,501 | $389K | 0.0% | +36.7% | 0.161% | |
| 1/30/2025 | Principal Securities Inc. | 3,405 | $294K | 0.0% | +42.4% | 0.122% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 5,194 | $449K | 0.0% | +48.6% | 0.186% | |
| 1/30/2025 | Trademark Financial Management LLC | 9,936 | $858K | 0.7% | +319.6% | 0.355% | |
| 1/30/2025 | Rooted Wealth Advisors Inc. | 93,405 | $8.09M | 3.2% | N/A | 3.336% | |
| 1/29/2025 | Focus Financial Network Inc. | 26,035 | $2.25M | 0.1% | +7.4% | 0.930% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 47,077 | $4.07M | 1.7% | -4.4% | 1.681% | |
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| 1/23/2025 | Synergy Asset Management LLC | 1,410 | $122K | 0.0% | N/A | 0.050% | |
| 1/23/2025 | Ibex Wealth Advisors | 20,711 | $1.79M | 0.2% | N/A | 0.740% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 67,051 | $5.79M | 0.1% | +24.7% | 2.395% | |
| 1/22/2025 | Capital Asset Advisory Services LLC | 13,312 | $1.15M | 0.1% | +17.2% | 0.475% | |
| 1/21/2025 | Sound Income Strategies LLC | 69,960 | $6.04M | 0.4% | +4.1% | 2.499% | |
| 1/17/2025 | MinichMacGregor Wealth Management LLC | 164,434 | $14.20M | 2.9% | +5.6% | 5.873% | |
| 1/17/2025 | Atomi Financial Group Inc. | 2,355 | $203K | 0.0% | N/A | 0.084% | |
| 1/13/2025 | Brookstone Capital Management | 3,869 | $334K | 0.0% | +54.9% | 0.138% | |
| 11/18/2024 | Sunbelt Securities Inc. | 293 | $25K | 0.0% | +171.3% | 0.010% | |
| 11/18/2024 | Strait & Sound Wealth Management LLC | 13,527 | $1.17M | 0.6% | +195.0% | 0.483% | |
| 11/15/2024 | MML Investors Services LLC | 23,359 | $2.01M | 0.0% | +22.7% | 0.834% | |
| 11/15/2024 | Jane Street Group LLC | 28,487 | $2.46M | 0.0% | +345.0% | 1.017% | |
| 11/13/2024 | Townsquare Capital LLC | 3,727 | $321K | 0.0% | -95.3% | 0.133% | |
| 11/12/2024 | Centaurus Financial Inc. | 3,199 | $276K | 0.0% | +7.1% | 0.114% | |
| 11/7/2024 | Napa Wealth Management | 5,844 | $504K | 0.2% | N/A | 0.209% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 23,293 | $2.01M | 0.0% | N/A | 0.832% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 3,495 | $301K | 0.0% | +19.5% | 0.125% | |
| 10/31/2024 | Trademark Financial Management LLC | 2,368 | $204K | 0.2% | -54.6% | 0.085% | |
| 10/30/2024 | MinichMacGregor Wealth Management LLC | 155,653 | $13.42M | 2.9% | +5.4% | 5.559% | |
| 10/28/2024 | Focus Financial Network Inc. | 24,230 | $2.09M | 0.1% | +1.6% | 0.865% | |
| 10/28/2024 | US Bancorp DE | 1,125 | $97K | 0.0% | +4,066.7% | 0.040% | |
| 10/25/2024 | Highline Wealth Partners LLC | 476 | $41K | 0.0% | N/A | 0.017% | |
| 10/25/2024 | Diversify Advisory Services LLC | 2,482 | $214K | 0.0% | -46.7% | 0.089% | |
| 10/23/2024 | Heritage Oak Wealth Advisors LLC | 49,251 | $4.25M | 2.0% | N/A | 1.759% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 53,785 | $4.64M | 0.1% | +14.9% | 1.921% | |
| 10/10/2024 | Sound Income Strategies LLC | 67,233 | $5.80M | 0.4% | +5.0% | 2.401% | |
| 10/8/2024 | Brookstone Capital Management | 2,497 | $215K | 0.0% | N/A | 0.089% | |
| 9/23/2024 | Centaurus Financial Inc. | 2,987 | $254K | 0.0% | N/A | 0.107% | |
| 8/27/2024 | New Wave Wealth Advisors LLC | 47,894 | $4.07M | 2.2% | N/A | 1.711% | |
| 8/15/2024 | Dark Forest Capital Management LP | 46,302 | $3.94M | 0.7% | N/A | 1.654% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 521 | $44K | 0.0% | +942.0% | 0.019% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 11,366 | $966K | 0.0% | +2.8% | 0.406% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 44,289 | $3.77M | 0.0% | +42.9% | 1.582% | |
| 8/8/2024 | Eagle Strategies LLC | 6,293 | $535K | 0.1% | N/A | 0.225% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 46,791 | $3.98M | 0.1% | N/A | 1.671% | |
| 7/31/2024 | Anfield Capital Management LLC | 737 | $63K | 0.0% | N/A | 0.026% | |
| 7/31/2024 | Trademark Financial Management LLC | 5,218 | $444K | 0.4% | +28.7% | 0.186% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 2,924 | $249K | 0.0% | N/A | 0.104% | |
| 7/27/2024 | Strategic Blueprint LLC | 2,880 | $245K | 0.0% | +17.0% | 0.103% | |
| 7/25/2024 | MinichMacGregor Wealth Management LLC | 147,730 | $12.56M | 3.0% | +83.4% | 5.276% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 50,081 | $4.26M | 0.0% | +39.8% | 1.789% | |
| 7/22/2024 | Capital Advisory Group Advisory Services LLC | 2,613 | $222K | 0.1% | N/A | 0.093% | |
| 7/22/2024 | Focus Financial Network Inc. | 23,840 | $2.04M | 0.1% | +2.1% | 0.851% | |
| 7/19/2024 | KFG Wealth Management LLC | 61,367 | $5.22M | 2.1% | +6.7% | 2.192% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 28,727 | $2.44M | 0.1% | +28.4% | 1.026% | |
| 7/12/2024 | Sound Income Strategies LLC | 64,007 | $5.44M | 0.3% | +5.6% | 2.286% | |
| 7/12/2024 | Diversify Advisory Services LLC | 4,659 | $396K | 0.0% | -94.0% | 0.166% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 11,053 | $948K | 0.0% | -3.9% | 0.395% | |
| 5/14/2024 | CreativeOne Wealth LLC | 2,336 | $200K | 0.0% | N/A | 0.083% | |
| 5/8/2024 | Trademark Financial Management LLC | 4,054 | $348K | 0.3% | +3.3% | 0.150% | |
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| 5/7/2024 | BOS Asset Management LLC | 3,698 | $317K | 0.2% | -38.3% | 0.137% | |
| 5/7/2024 | PFG Advisors | 6,756 | $579K | 0.0% | -2.7% | 0.250% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 7,064 | $606K | 0.1% | N/A | 0.262% | |
| 5/1/2024 | Diversify Advisory Services LLC | 77,368 | $6.63M | 0.4% | N/A | 2.865% | |
| 4/23/2024 | Strategic Blueprint LLC | 2,462 | $211K | 0.0% | N/A | 0.091% | |
| 4/19/2024 | KFG Wealth Management LLC | 57,504 | $4.93M | 2.0% | -0.9% | 3.485% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 10,859 | $922K | 0.1% | -5.6% | 0.658% | |
| 4/15/2024 | Sound Income Strategies LLC | 60,607 | $5.20M | 0.4% | +9.7% | 3.673% | |
| 2/14/2024 | Vista Investment Management | 5,102 | $429K | 0.2% | -5.8% | 0.309% | |
| 2/13/2024 | Trademark Financial Management LLC | 3,925 | $330K | 0.2% | N/A | 0.238% | |
