| 8/14/2025 | Planwiser Financial LLC | 8,875 | $301K | 0.3% | +15.4% | 0.251% | |
| 8/11/2025 | Brown Wealth Management LLC | 225,910 | $7.54M | 2.3% | +24.1% | 6.409% | |
| 8/8/2025 | Cetera Investment Advisers | 117,029 | $3.91M | 0.0% | +10.7% | 3.320% | |
| 8/6/2025 | AE Wealth Management LLC | 7,897 | $264K | 0.0% | N/A | 0.224% | |
| 8/6/2025 | Rovin Capital UT ADV | 138,506 | $4.62M | 1.4% | +11.8% | 3.929% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 67,684 | $2.26M | 0.0% | -7.7% | 1.920% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 6,154 | $205K | 0.2% | N/A | 0.175% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 39,737 | $1.33M | 0.0% | +4.4% | 1.127% | |
| 7/29/2025 | Aire Advisors LLC | 79,857 | $2.67M | 0.5% | -10.2% | 2.265% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 9,788 | $327K | 0.0% | -80.9% | 0.278% | |
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| 7/16/2025 | Southern Capital Advisors LLC | 18,181 | $607K | 0.3% | -9.4% | 0.523% | |
| 7/16/2025 | Cambridge Advisors Inc. | 22,520 | $752K | 0.2% | -4.4% | 0.648% | |
| 7/14/2025 | KFG Wealth Management LLC | 599,871 | $20.02M | 3.2% | +3.7% | 17.238% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 211,093 | $7.05M | 1.1% | +0.3% | 6.075% | |
| 7/9/2025 | Krilogy Financial LLC | 133,728 | $4.46M | 0.3% | -6.0% | 3.848% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 7,583 | $238K | 0.0% | N/A | 0.226% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 38,065 | $1.20M | 0.0% | +19.1% | 1.153% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,583 | $238K | 0.0% | N/A | 0.230% | |
| 5/14/2025 | OFC Financial Planning LLC | 30,352 | $953K | 1.1% | +1.1% | 0.920% | |
| 5/14/2025 | Tradition Wealth Management LLC | 17,834 | $560K | 0.0% | -5.0% | 0.540% | |
| 5/13/2025 | HighTower Advisors LLC | 204,164 | $6.41M | 0.0% | +6.9% | 6.187% | |
| 5/12/2025 | Townsquare Capital LLC | 182,720 | $5.74M | 0.1% | +5.1% | 5.537% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 51,169 | $1.61M | 0.0% | -2.8% | 1.551% | |
| 5/8/2025 | Harbour Investments Inc. | 9,609 | $302K | 0.0% | -6.7% | 0.291% | |
| 5/7/2025 | Brown Wealth Management LLC | 182,042 | $5.72M | 2.0% | +4.4% | 5.516% | |
| 5/6/2025 | Cetera Investment Advisers | 105,712 | $3.32M | 0.0% | +4.0% | 3.203% | |
| 5/5/2025 | Aire Advisors LLC | 88,938 | $2.79M | 0.6% | -33.8% | 2.695% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 210,499 | $6.61M | 1.1% | +2.5% | 6.379% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 30,638 | $962K | 0.9% | +4.0% | 0.928% | |
| 5/1/2025 | Diversify Wealth Management LLC | 6,878 | $215K | 0.0% | -12.6% | 0.208% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 73,307 | $2.30M | 0.0% | +4.7% | 2.221% | |
| 4/28/2025 | Rovin Capital UT ADV | 123,836 | $3.89M | 1.3% | N/A | 3.753% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 6,464 | $203K | 0.2% | -71.7% | 0.196% | |
| 4/16/2025 | Krilogy Financial LLC | 142,328 | $4.47M | 0.3% | -9.3% | 4.313% | |
| 4/11/2025 | KFG Wealth Management LLC | 578,464 | $18.17M | 3.3% | +1.5% | 17.529% | |
| 2/18/2025 | Sunbelt Securities Inc. | 261,308 | $8.39M | 0.7% | +8.4% | 9.011% | |
| 2/17/2025 | Cetera Investment Advisers | 101,653 | $3.26M | 0.0% | +17.7% | 3.505% | |
| 2/17/2025 | Brown Wealth Management LLC | 174,444 | $5.59M | 2.0% | N/A | 6.015% | |
| 2/13/2025 | Townsquare Capital LLC | 173,883 | $5.57M | 0.1% | N/A | 5.996% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 70,026 | $2.24M | 0.0% | +6.8% | 2.415% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 3,820 | $122K | 0.0% | +68.7% | 0.132% | |
| 2/12/2025 | Aire Advisors LLC | 134,261 | $4.30M | 0.9% | -5.8% | 4.630% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 31,952 | $1.02M | 0.0% | N/A | 1.102% | |
| 2/10/2025 | Harbour Investments Inc. | 10,304 | $330K | 0.0% | +5.4% | 0.355% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 287,397 | $9.21M | 0.0% | +2.2% | 9.910% | |
| 2/7/2025 | HighTower Advisors LLC | 190,938 | $6.12M | 0.0% | +85.6% | 6.584% | |
| 2/5/2025 | Lineweaver Wealth Advisors LLC | 205,277 | $6.58M | 1.2% | -0.5% | 7.079% | |
| 2/5/2025 | Stegent Equity Advisors Inc. | 6,272 | $201K | 0.2% | N/A | 0.216% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 29,453 | $943K | 0.9% | N/A | 1.016% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 52,634 | $1.69M | 0.0% | +22.7% | 1.815% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 22,857 | $732K | 0.7% | -2.9% | 0.788% | |
| 1/24/2025 | OFC Financial Planning LLC | 30,010 | $961K | 1.0% | N/A | 1.035% | |
| 1/21/2025 | KFG Wealth Management LLC | 570,093 | $18.26M | 3.4% | +5.5% | 19.658% | |
| 1/16/2025 | Cambridge Advisors Inc. | 23,560 | $755K | 0.2% | -18.8% | 0.812% | |
| 1/15/2025 | Krilogy Financial LLC | 156,873 | $5.03M | 0.3% | -10.1% | 5.409% | |
| 11/18/2024 | Sunbelt Securities Inc. | 241,006 | $7.60M | 0.7% | -1.1% | 8.311% | |
| 11/15/2024 | Jane Street Group LLC | 8,701 | $274K | 0.0% | N/A | 0.300% | |
| 11/15/2024 | HighTower Advisors LLC | 102,900 | $3.25M | 0.0% | +38.1% | 3.548% | |
| 11/14/2024 | Tradition Wealth Management LLC | 19,054 | $601K | 0.1% | -3.2% | 0.657% | |
| 10/25/2024 | Diversify Wealth Management LLC | 7,866 | $249K | 0.0% | N/A | 0.271% | |
| 10/24/2024 | Modera Wealth Management LLC | 13,020 | $411K | 0.0% | -5.9% | 0.449% | |
| 10/15/2024 | Occidental Asset Management LLC | 6,750 | $213K | 0.0% | N/A | 0.233% | |
| 8/22/2024 | Cetera Investment Advisers | 41,996 | $1.28M | 0.0% | +3.2% | 1.448% | |
| 8/16/2024 | Sunbelt Securities Inc. | 243,616 | $7.43M | 0.8% | +3.6% | 8.401% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 25,267 | $770K | 0.8% | N/A | 0.871% | |
| 8/6/2024 | Chris Bulman Inc | 3,496 | $107K | 0.1% | N/A | 0.121% | |
| 8/1/2024 | Aire Advisors LLC | 196,261 | $5.82M | 1.3% | -48.1% | 6.768% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 279,000 | $8.50M | 0.0% | -1.0% | 9.621% | |
| 7/26/2024 | Harbour Investments Inc. | 9,775 | $298K | 0.0% | +38.3% | 0.337% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 42,072 | $1.28M | 0.0% | +443.2% | 1.451% | |
| 7/22/2024 | Krilogy Financial LLC | 185,425 | $5.65M | 0.4% | -10.1% | 6.394% | |
| 7/19/2024 | KFG Wealth Management LLC | 507,279 | $15.46M | 6.1% | +7.3% | 17.492% | |
| 6/21/2024 | Cape Investment Advisory Inc. | 8,504 | $251K | 0.1% | -28.6% | 0.293% | |
| 5/3/2024 | Southern Capital Advisors LLC | 20,077 | $592K | 0.4% | +43.8% | 0.697% | |
| 5/1/2024 | Stegent Equity Advisors Inc. | 46,469 | $1.37M | 1.4% | -23.9% | 1.614% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 196,560 | $5.80M | 1.4% | +8.6% | 6.825% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 281,741 | $8.31M | 0.0% | +5.6% | 9.783% | |
| 4/24/2024 | Krilogy Financial LLC | 206,150 | $6.08M | 0.5% | -14.5% | 7.158% | |
| 4/19/2024 | KFG Wealth Management LLC | 472,811 | $13.95M | 5.7% | +3.5% | 16.417% | |
| 4/15/2024 | Sunbelt Securities Inc. | 235,098 | $6.94M | 0.8% | -19.6% | 8.163% | |
| 2/12/2024 | Tradition Wealth Management LLC | 41,260 | $1.16M | 0.1% | -1.0% | 1.517% | |
| 2/12/2024 | Cape Investment Advisory Inc. | 11,904 | $336K | 0.2% | +14.4% | 0.438% | |
| 2/5/2024 | Stegent Equity Advisors Inc. | 61,024 | $1.72M | 2.0% | -7.8% | 2.244% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 7,185 | $203K | 0.0% | N/A | 0.264% | |
| 1/31/2024 | KFG Wealth Management LLC | 456,987 | $12.89M | 5.9% | +12.2% | 16.801% | |
| 1/29/2024 | Aire Advisors LLC | 375,848 | $10.60M | 2.6% | -0.1% | 13.818% | |
| 1/26/2024 | Krilogy Financial LLC | 241,100 | $6.80M | 0.6% | +13.0% | 8.864% | |
| 1/19/2024 | Lineweaver Wealth Advisors LLC | 180,987 | $5.11M | 1.3% | +8.1% | 6.654% | |
| 1/17/2024 | Cambridge Advisors Inc. | 28,722 | $810K | 0.2% | +4.7% | 1.056% | |
| 12/11/2023 | Sunbelt Securities Inc. | 269,944 | $7.20M | 1.0% | +3.2% | 9.924% | |
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| 11/7/2023 | Cape Investment Advisory Inc. | 10,404 | $277K | 0.2% | N/A | 0.383% | |
| 11/6/2023 | Sigma Planning Corp | 191,031 | $5.09M | 0.2% | -1.2% | 7.023% | |
| 11/1/2023 | Krilogy Financial LLC | 213,330 | $5.69M | 0.5% | +2.9% | 7.843% | |
| 10/30/2023 | Aire Advisors LLC | 376,320 | $10.03M | 2.7% | +12.3% | 13.835% | |
| 10/25/2023 | Stegent Equity Advisors Inc. | 66,185 | $1.76M | 2.2% | -4.2% | 2.433% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,984 | $399K | 0.0% | N/A | 0.551% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 242,672 | $6.47M | 0.0% | +1.8% | 8.922% | |
| 10/20/2023 | Lineweaver Wealth Advisors LLC | 167,460 | $4.46M | 1.3% | N/A | 6.157% | |
| 10/17/2023 | KFG Wealth Management LLC | 407,455 | $10.86M | 5.9% | +2.2% | 14.980% | |
| 10/13/2023 | Arkadios Wealth Advisors | 8,130 | $217K | 0.0% | -6.9% | 0.299% | |
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