| 3/24/2025 | Mascagni Wealth Management Inc. | 1,034 | $40K | 0.0% | N/A | 0.022% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,640 | $572K | 0.0% | N/A | 0.308% | |
| 2/27/2025 | XY Planning Network Inc. | 26,946 | $1.05M | 0.8% | N/A | 0.567% | |
| 2/18/2025 | First Heartland Consultants Inc. | 39,150 | $1.53M | 0.1% | +15.3% | 1.119% | |
| 2/17/2025 | Cetera Investment Advisers | 25,949 | $1.01M | 0.0% | +3.4% | 0.741% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 6,128 | $239K | 0.0% | N/A | 0.175% | |
| 2/13/2025 | CreativeOne Wealth LLC | 37,137 | $1.45M | 0.0% | N/A | 1.061% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
| 2/13/2025 | Faithward Advisors LLC | 185,818 | $7.26M | 1.2% | -1.0% | 5.309% | |
| 2/13/2025 | Advisory Services Network LLC | 7,959 | $311K | 0.0% | -13.9% | 0.227% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 25,191 | $984K | 0.0% | +14.0% | 0.720% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 11,188 | $438K | 0.0% | +34.6% | 0.320% | |
| 2/12/2025 | OneAscent Financial Services LLC | 98,782 | $3.86M | 0.3% | N/A | 2.822% | |
| 2/12/2025 | OneAscent Wealth Management LLC | 28,703 | $1.12M | 0.5% | +35.1% | 0.820% | |
| 2/11/2025 | LPL Financial LLC | 193,150 | $7.54M | 0.0% | +35.8% | 5.519% | |
| 2/11/2025 | SageOak Financial LLC | 9,066 | $354K | 0.3% | N/A | 0.259% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 209,533 | $8.18M | 0.7% | +7.8% | 5.987% | |
| 2/10/2025 | Harbour Investments Inc. | 1,840 | $72K | 0.0% | +59.3% | 0.053% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,048 | $431K | 0.0% | +16.0% | 0.316% | |
| 2/10/2025 | Bare Financial Services Inc | 205,654 | $8.03M | 3.2% | +5.5% | 5.876% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 65,397 | $2.55M | 0.2% | +8.8% | 1.868% | |
| 2/7/2025 | Sowell Financial Services LLC | 48,189 | $1.88M | 0.1% | +134.6% | 1.377% | |
| 2/7/2025 | Frontier Asset Management LLC | 49,005 | $1.91M | 0.6% | -9.1% | 1.400% | |
| 2/6/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
| 2/6/2025 | Sound Financial Strategies Group LLC | 39,086 | $1.53M | 1.3% | -4.0% | 1.117% | |
| 2/6/2025 | Atria Investments Inc | 18,593 | $726K | 0.0% | +19.0% | 0.531% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,474 | $136K | 0.0% | +188.3% | 0.099% | |
| 2/5/2025 | Christian Investment Advisors Inc. | 326,048 | $12.73M | 9.2% | N/A | 9.316% | |
| 2/4/2025 | Transcendent Capital Group LLC | 1,626 | $63K | 0.0% | N/A | 0.046% | |
| 2/4/2025 | IFP Advisors Inc | 14,777 | $577K | 0.0% | +36.4% | 0.422% | |
| 2/4/2025 | Midwest Capital Advisors LLC | 1,868 | $73K | 0.1% | N/A | 0.053% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 163,273 | $6.37M | 6.1% | N/A | 4.665% | |
| 1/30/2025 | Valmark Advisers Inc. | 47,877 | $1.87M | 0.0% | -8.9% | 1.368% | |
| 1/30/2025 | Allworth Financial LP | 4,691 | $190K | 0.0% | N/A | 0.134% | |
| 1/30/2025 | Vicus Capital | 14,802 | $578K | 0.1% | +7.2% | 0.423% | |
| 1/29/2025 | Values First Advisors Inc. | 4,129 | $161K | 0.1% | N/A | 0.118% | |
| 1/23/2025 | Synergy Asset Management LLC | 6,074 | $236K | 0.0% | N/A | 0.174% | |
| 1/23/2025 | Strategic Blueprint LLC | 24,362 | $951K | 0.1% | -4.0% | 0.696% | |
| 1/22/2025 | Sound Stewardship LLC | 24,537 | $958K | 0.6% | +4.1% | 0.701% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 5,012 | $196K | 0.0% | +33.0% | 0.143% | |
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| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 9,721 | $380K | 0.1% | -4.2% | 0.278% | |
| 1/6/2025 | O Connor Financial Group LLC | 147,223 | $5.75M | 3.0% | +2.0% | 4.206% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 8,312 | $323K | 0.0% | +20.3% | 0.237% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 60,126 | $2.34M | 0.1% | -1.4% | 1.718% | |
| 11/7/2024 | OneAscent Wealth Management LLC | 21,247 | $827K | 0.3% | N/A | 0.607% | |
| 11/5/2024 | First Heartland Consultants Inc. | 33,949 | $1.32M | 0.1% | -5.9% | 0.970% | |
| 11/1/2024 | Atria Investments Inc | 15,618 | $608K | 0.0% | -48.0% | 0.446% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 194,329 | $7.56M | 0.6% | -4.0% | 5.552% | |
| 10/25/2024 | Valmark Advisers Inc. | 52,580 | $2.05M | 0.0% | +100.9% | 1.502% | |
| 10/25/2024 | Strategic Blueprint LLC | 25,390 | $988K | 0.1% | +1.5% | 0.725% | |
| 10/24/2024 | Sound Stewardship LLC | 23,577 | $918K | 0.5% | -3.8% | 0.674% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 19,821 | $771K | 0.0% | +2.0% | 0.566% | |
| 10/21/2024 | Vicus Capital | 13,812 | $537K | 0.0% | +18.0% | 0.395% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 10,146 | $395K | 0.1% | +8.5% | 0.290% | |
| 10/8/2024 | CWM LLC | 46,856 | $1.82M | 0.0% | N/A | 1.339% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 13,277 | $517K | 0.0% | -6.6% | 0.379% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 19,435 | $690K | 0.0% | +30.3% | 0.555% | |
| 8/8/2024 | Frontier Asset Management LLC | 45,960 | $1.63M | 0.6% | +0.6% | 1.313% | |
| 8/1/2024 | Valmark Advisers Inc. | 26,171 | $930K | 0.0% | +40.0% | 0.748% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,524 | $338K | 0.0% | -17.8% | 0.272% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,215 | $43K | 0.0% | N/A | 0.035% | |
| 7/27/2024 | Strategic Blueprint LLC | 25,022 | $889K | 0.1% | -2.1% | 0.715% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 29,200 | $1.04M | 0.0% | +26.9% | 0.834% | |
| 7/25/2024 | First Heartland Consultants Inc. | 36,082 | $1.28M | 0.1% | +71.9% | 1.031% | |
| 7/24/2024 | Sound Stewardship LLC | 24,512 | $871K | 0.5% | +12.2% | 0.700% | |
| 7/23/2024 | Vicus Capital | 11,704 | $416K | 0.0% | +6.4% | 0.334% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,837 | $349K | 0.0% | -6.0% | 0.281% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 14,212 | $505K | 0.0% | N/A | 0.406% | |
| 7/9/2024 | Mather Group LLC. | 1,045 | $38K | 0.0% | N/A | 0.030% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 58,727 | $2.02M | 0.2% | +28.2% | 1.678% | |
| 5/24/2024 | Cetera Advisors LLC | 11,201 | $411K | 0.0% | -17.0% | 0.320% | |
| 5/21/2024 | Atria Investments Inc | 124,253 | $4.56M | 0.1% | N/A | 3.550% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,470 | $384K | 0.0% | +5.6% | 0.299% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 14,911 | $547K | 0.0% | +2.4% | 0.426% | |
| 4/23/2024 | Strategic Blueprint LLC | 25,549 | $937K | 0.1% | -2.9% | 0.741% | |
| 4/17/2024 | Vicus Capital | 11,005 | $404K | 0.0% | +6.9% | 0.319% | |
| 4/16/2024 | OneAscent Financial Services LLC | 156,696 | $5.75M | 0.6% | +269.4% | 4.542% | |
| 4/16/2024 | OneAscent Wealth Management LLC | 51,340 | $1.88M | 0.7% | +744.7% | 1.488% | |
| 4/11/2024 | O Connor Financial Group LLC | 150,520 | $5.52M | 3.3% | +1.4% | 6.272% | |
| 2/12/2024 | WorthPointe LLC | 19,114 | $676K | 0.3% | +64.2% | 0.796% | |
| 2/9/2024 | Advisory Services Network LLC | 9,476 | $335K | 0.0% | N/A | 0.395% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 45,810 | $1.62M | 0.1% | +16.8% | 1.909% | |
| 2/8/2024 | First Heartland Consultants Inc. | 11,222 | $397K | 0.0% | -11.2% | 0.468% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 9,914 | $351K | 0.0% | +32.8% | 0.413% | |
| 2/6/2024 | Bare Financial Services Inc | 9,731 | $344K | 0.7% | N/A | 0.405% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 6,087 | $215K | 0.0% | +232.1% | 0.254% | |
| 2/1/2024 | Vicus Capital | 10,293 | $364K | 0.0% | +3.0% | 0.429% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 14,564 | $515K | 0.0% | +3.0% | 0.607% | |
| 1/25/2024 | International Assets Investment Management LLC | 42,781 | $1.51M | 0.0% | N/A | 1.783% | |
| 1/24/2024 | International Assets Investment Management LLC | 42,781 | $1.51M | 0.0% | N/A | 1.783% | |
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| 1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 8,447 | $298K | 0.1% | +107.7% | 0.352% | |
| 1/18/2024 | Symphony Financial Ltd. Co. | 6,062 | $205K | 0.0% | N/A | 0.253% | |
| 1/17/2024 | Sound Stewardship LLC | 20,393 | $722K | 0.5% | +146.3% | 0.850% | |
| 1/12/2024 | Whitaker Myers Wealth Managers LTD. | 8,942 | $316K | 0.2% | -3.7% | 0.373% | |
| 1/11/2024 | OneAscent Wealth Management LLC | 6,078 | $215K | 0.1% | -93.1% | 0.253% | |
| 1/11/2024 | OneAscent Financial Services LLC | 42,417 | $1.50M | 0.2% | -9.4% | 1.767% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 76,685 | $2.71M | 0.3% | +2.4% | 3.195% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 1,833 | $57K | 0.0% | -89.1% | 0.076% | |
| 11/13/2023 | Frontier Asset Management LLC | 44,843 | $1.39M | 0.6% | -29.4% | 1.868% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,463 | $231K | 0.0% | N/A | 0.311% | |
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