| 1/17/2025 | Janney Montgomery Scott LLC | 29,153 | $1.26M | 0.0% | +17.7% | 0.694% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 26,397 | $1.14M | 0.0% | N/A | 0.629% | |
| 1/17/2025 | Global Trust Asset Management LLC | 11,600 | $501K | 0.2% | -15.3% | 0.276% | |
| 1/17/2025 | XML Financial LLC | 11,134 | $481K | 0.0% | +5.1% | 0.265% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 2,353 | $102K | 0.1% | N/A | 0.056% | |
| 1/16/2025 | Wealthquest Corp | 69,304 | $3.00M | 0.2% | -8.3% | 1.650% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 6,616 | $286K | 0.1% | N/A | 0.158% | |
| 1/13/2025 | BCS Wealth Management | 12,556 | $543K | 0.1% | +24.1% | 0.299% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 76,089 | $3.29M | 0.3% | +4.4% | 1.812% | |
| 1/13/2025 | Brookstone Capital Management | 482,860 | $20.87M | 0.3% | +9,323.5% | 11.497% | |
|
| 11/21/2024 | Wealthquest Corp | 75,562 | $3.19M | 0.3% | -9.2% | 1.799% | |
| 11/19/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
| 11/15/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
| 11/15/2024 | Continuum Advisory LLC | 2,081 | $90K | 0.0% | -66.6% | 0.050% | |
| 11/15/2024 | MML Investors Services LLC | 15,064 | $639K | 0.0% | +2.6% | 0.359% | |
| 11/15/2024 | SageView Advisory Group LLC | 7,189 | $305K | 0.0% | N/A | 0.171% | |
| 11/15/2024 | HighTower Advisors LLC | 155,859 | $6.62M | 0.0% | +0.4% | 3.711% | |
| 11/14/2024 | Captrust Financial Advisors | 127,937 | $5.43M | 0.0% | -10.1% | 3.046% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 23,724 | $1.01M | 0.2% | +18.3% | 0.565% | |
| 11/13/2024 | Townsquare Capital LLC | 8,220 | $349K | 0.0% | +22.0% | 0.196% | |
| 11/12/2024 | Penserra Capital Management LLC | 298,452 | $12.67M | 0.3% | +26.1% | 7.106% | |
| 11/12/2024 | Cerity Partners LLC | 77,306 | $3.28M | 0.0% | +130.8% | 1.841% | |
| 11/6/2024 | Straight Path Wealth Management | 8,772 | $372K | 0.2% | +46.2% | 0.209% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 8,222 | $349K | 0.0% | -29.8% | 0.196% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 6,212 | $264K | 0.1% | -72.2% | 0.148% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 24,776 | $1.05M | 0.0% | +9.7% | 0.590% | |
| 10/28/2024 | Summit Wealth Partners LLC | 9,637 | $409K | 0.1% | N/A | 0.229% | |
| 10/25/2024 | Diversify Advisory Services LLC | 41,564 | $1.78M | 0.1% | -4.6% | 0.990% | |
| 10/24/2024 | Motiv8 Investments LLC | 38,462 | $1.63M | 1.1% | +1.7% | 0.916% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,507 | $276K | 0.0% | -26.4% | 0.155% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 18,014 | $765K | 0.3% | -2.2% | 0.429% | |
| 10/17/2024 | BCS Wealth Management | 10,119 | $430K | 0.2% | -6.0% | 0.241% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 23,849 | $1.01M | 0.5% | -1.3% | 0.568% | |
| 10/8/2024 | City Center Advisors LLC | 11,737 | $498K | 0.6% | -3.6% | 0.279% | |
| 8/26/2024 | Wealthquest Corp | 83,218 | $3.46M | 0.4% | -6.2% | 1.981% | |
| 8/22/2024 | Cetera Investment Advisers | 66,920 | $2.78M | 0.0% | -14.7% | 1.593% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 66,396 | $2.76M | 0.0% | -8.5% | 1.581% | |
| 8/8/2024 | CoreCap Advisors LLC | 23,330 | $969K | 0.1% | N/A | 0.555% | |
| 8/8/2024 | WPWealth LLP | 12,267 | $510K | 0.1% | -43.2% | 0.292% | |
| 8/7/2024 | Vantage Financial Partners LLC | 5,084 | $211K | 0.1% | -7.5% | 0.121% | |
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| 8/7/2024 | Ashton Thomas Private Wealth LLC | 11,714 | $487K | 0.0% | -93.3% | 0.279% | |
| 8/6/2024 | Motiv8 Investments LLC | 37,829 | $1.57M | 1.2% | +5.3% | 0.901% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 13,637 | $567K | 0.2% | -4.9% | 0.325% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 39,028 | $1.62M | 0.3% | -0.8% | 0.929% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 577,223 | $24.00M | 0.0% | -1.6% | 13.743% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 241,034 | $10.02M | 3.7% | +1.3% | 5.739% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,466 | $1.93M | 0.0% | -2.7% | 1.106% | |
| 7/22/2024 | Krilogy Financial LLC | 17,885 | $744K | 0.1% | -11.7% | 0.426% | |
| 7/18/2024 | Brookstone Capital Management | 5,189 | $217K | 0.0% | -26.8% | 0.124% | |
| 7/16/2024 | BCS Wealth Management | 10,768 | $448K | 0.2% | -14.5% | 0.256% | |
| 7/15/2024 | RFG Advisory LLC | 13,865 | $576K | 0.0% | +29.0% | 0.330% | |
| 7/12/2024 | Diversify Advisory Services LLC | 43,564 | $1.82M | 0.1% | -8.6% | 1.037% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 18,419 | $766K | 0.3% | -4.0% | 0.439% | |
| 7/9/2024 | Fragasso Financial Advisors Inc | 66,837 | $2.78M | 0.2% | -5.1% | 1.591% | |
| 5/30/2024 | Motiv8 Investments LLC | 35,915 | $1.45M | 1.1% | +10.6% | 0.855% | |
| 5/24/2024 | Cetera Advisors LLC | 64,700 | $2.62M | 0.0% | -6.1% | 1.540% | |
| 5/24/2024 | Cetera Investment Advisers | 78,481 | $3.18M | 0.0% | N/A | 1.869% | |
| 5/23/2024 | FSA Advisors Inc. | 36,985 | $1.50M | 1.6% | -1.3% | 0.881% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 19,220 | $778K | 0.2% | +14.4% | 0.458% | |
| 5/9/2024 | Wealthquest Corp | 88,720 | $3.59M | 0.4% | -65.9% | 2.112% | |
| 5/8/2024 | Berkshire Money Management Inc. | 62,027 | $2.51M | 0.3% | -53.7% | 1.477% | |
| 5/2/2024 | Vantage Financial Partners LLC | 5,494 | $222K | 0.1% | -5.6% | 0.130% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 26,198 | $1.06M | 0.0% | -4.0% | 0.619% | |
| 5/1/2024 | Diversify Advisory Services LLC | 47,674 | $1.93M | 0.1% | N/A | 1.127% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 586,465 | $23.73M | 0.0% | -3.9% | 13.864% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,769 | $1.93M | 0.0% | -16.1% | 1.129% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 39,338 | $1.59M | 0.3% | -1.9% | 0.930% | |
| 4/24/2024 | Spire Wealth Management | 15,629 | $633K | 0.0% | -17.4% | 0.369% | |
| 4/23/2024 | McAdam LLC | 19,052 | $771K | 0.0% | N/A | 0.450% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 175,232 | $7.09M | 0.4% | -3.2% | 4.143% | |
| 4/16/2024 | Weaver Consulting Group | 4,987 | $202K | 0.1% | N/A | 0.120% | |
| 4/15/2024 | Brookstone Capital Management | 7,091 | $287K | 0.0% | -96.4% | 0.171% | |
| 4/11/2024 | RFG Advisory LLC | 10,746 | $435K | 0.0% | N/A | 0.259% | |
| 4/10/2024 | BCS Wealth Management | 12,598 | $510K | 0.2% | -10.1% | 0.304% | |
| 3/6/2024 | SageView Advisory Group LLC | 155,209 | $5.97M | 0.2% | +2,402.6% | 3.740% | |
| 2/16/2024 | SageView Advisory Group LLC | 155,209 | $5.97M | 0.2% | +2,402.6% | 3.740% | |
| 2/16/2024 | Wealthquest Corp | 260,056 | $10.00M | 1.1% | -21.7% | 6.266% | |
| 2/9/2024 | SageView Advisory Group LLC | 155,209 | $5.97M | 0.2% | +2,402.6% | 3.740% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 56,942 | $2.19M | 0.0% | +13.4% | 1.372% | |
| 2/8/2024 | Bedel Financial Consulting Inc. | 16,461 | $633K | 0.1% | -2.6% | 0.397% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 28,570 | $1.10M | 0.0% | +1.3% | 0.688% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 27,294 | $1.05M | 0.0% | +2.2% | 0.658% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 7,015 | $270K | 0.0% | -12.6% | 0.169% | |
| 2/7/2024 | Principal Securities Inc. | 2,908 | $112K | 0.0% | N/A | 0.070% | |
| 2/6/2024 | Valtinson Bruner Financial Planning LLC | 14,342 | $552K | 0.3% | +20.5% | 0.346% | |
| 2/6/2024 | Spire Wealth Management | 18,925 | $736K | 0.0% | N/A | 0.456% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 7,603 | $292K | 0.0% | N/A | 0.183% | |
| 2/6/2024 | SRS Capital Advisors Inc. | 11,464 | $441K | 0.0% | -3.1% | 0.276% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 609,977 | $23.47M | 0.0% | +17.5% | 14.698% | |
| 2/1/2024 | Sigma Planning Corp | 19,558 | $752K | 0.1% | +63.0% | 0.471% | |
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| 1/31/2024 | Integral Investment Advisors Inc. | 228,608 | $8.80M | 5.6% | +27.9% | 5.509% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 19,368 | $745K | 0.3% | +3.8% | 0.467% | |
| 1/26/2024 | Cerity Partners LLC | 52,777 | $2.03M | 0.0% | +52.7% | 1.272% | |
| 1/26/2024 | Krilogy Financial LLC | 20,260 | $779K | 0.1% | -10.6% | 0.488% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 40,099 | $1.54M | 0.4% | +6.5% | 0.966% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 5,256 | $202K | 0.0% | N/A | 0.127% | |
| 1/23/2024 | Beacon Financial Advisory LLC | 24,080 | $926K | 0.4% | +19.8% | 0.580% | |
| 1/19/2024 | AdvisorNet Financial Inc | 2,041 | $79K | 0.0% | -18.5% | 0.049% | |
| 1/18/2024 | Maltin Wealth Management Inc. | 24,151 | $929K | 0.6% | -3.3% | 0.582% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,951 | $729K | 0.0% | +19.3% | 0.457% | |
