| 11/18/2024 | Soltis Investment Advisors LLC | 30,459 | $1.34M | 0.1% | -8.2% | 0.305% | |
| 11/18/2024 | JDM Financial Group LLC | 35,308 | $1.56M | 0.8% | N/A | 0.353% | |
| 11/15/2024 | MML Investors Services LLC | 45,169 | $1.99M | 0.0% | +18.3% | 0.452% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 55,745 | $2.46M | 0.4% | +1.5% | 0.557% | |
| 11/15/2024 | Jane Street Group LLC | 20,852 | $920K | 0.0% | N/A | 0.209% | |
| 11/15/2024 | SageView Advisory Group LLC | 237,854 | $10.49M | 0.5% | -23.5% | 2.379% | |
|
| 11/15/2024 | Integrated Wealth Concepts LLC | 4,590 | $203K | 0.0% | N/A | 0.046% | |
| 11/15/2024 | HighTower Advisors LLC | 119,733 | $5.28M | 0.0% | +18.6% | 1.197% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 104,123 | $4.59M | 1.3% | +2.9% | 1.041% | |
| 11/14/2024 | Captrust Financial Advisors | 14,387 | $635K | 0.0% | -4.5% | 0.144% | |
| 11/14/2024 | CreativeOne Wealth LLC | 41,122 | $1.81M | 0.1% | N/A | 0.411% | |
| 11/13/2024 | Townsquare Capital LLC | 75,631 | $3.34M | 0.0% | -1.2% | 0.756% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 542,485 | $23.93M | 0.5% | -64.3% | 5.425% | |
| 11/5/2024 | Harbour Investments Inc. | 116,542 | $5.14M | 0.2% | +52.9% | 1.165% | |
| 11/5/2024 | Vestia Personal Wealth Advisors | 39,788 | $1.76M | 1.4% | -1.6% | 0.398% | |
| 11/4/2024 | Sigma Planning Corp | 14,846 | $655K | 0.0% | -11.3% | 0.148% | |
| 11/1/2024 | Atria Investments Inc | 23,518 | $1.04M | 0.0% | +4.1% | 0.235% | |
| 11/1/2024 | Philip James Wealth Mangement LLC | 5,711 | $252K | 0.0% | -11.3% | 0.057% | |
| 11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 34,344 | $1.52M | 0.6% | N/A | 0.343% | |
| 10/30/2024 | Hazlett Burt & Watson Inc. | 15,165 | $668K | 0.3% | +22.9% | 0.152% | |
| 10/30/2024 | Arlington Capital Management Inc. | 15,761 | $695K | 0.6% | N/A | 0.158% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 66,438 | $2.93M | 0.0% | +5.6% | 0.664% | |
| 10/28/2024 | Focus Financial Network Inc. | 54,363 | $2.40M | 0.1% | +0.8% | 0.544% | |
| 10/25/2024 | Diversify Wealth Management LLC | 28,488 | $1.26M | 0.1% | N/A | 0.285% | |
| 10/25/2024 | Mutual Advisors LLC | 168,998 | $7.50M | 0.2% | -9.7% | 1.690% | |
| 10/25/2024 | Andina Capital Management LLC | 42,299 | $1.87M | 1.4% | +11.6% | 0.423% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 22,595 | $997K | 0.1% | +24.3% | 0.226% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 14,951 | $660K | 0.0% | +7.2% | 0.150% | |
| 10/22/2024 | Private Advisor Group LLC | 26,098 | $1.15M | 0.0% | -3.8% | 0.261% | |
| 10/21/2024 | Castleview Partners LLC | 8,023 | $354K | 0.2% | +30.0% | 0.080% | |
| 10/19/2024 | Stegent Equity Advisors Inc. | 10,326 | $456K | 0.5% | -10.3% | 0.103% | |
| 10/11/2024 | Creative Planning | 5,693 | $251K | 0.0% | N/A | 0.057% | |
| 10/9/2024 | Davies Financial Advisors Inc. | 6,142 | $271K | 0.2% | -53.1% | 0.061% | |
| 10/8/2024 | Brookstone Capital Management | 122,105 | $5.39M | 0.1% | -3.4% | 1.221% | |
| 10/8/2024 | City Center Advisors LLC | 22,012 | $971K | 1.1% | +62.0% | 0.220% | |
| 8/22/2024 | Cetera Investment Advisers | 258,332 | $11.08M | 0.0% | -2.1% | 2.583% | |
| 8/21/2024 | Truist Financial Corp | 5,317 | $228K | 0.0% | N/A | 0.053% | |
| 8/16/2024 | Regal Investment Advisors LLC | 350,841 | $15.04M | 1.0% | +11.6% | 3.508% | |
| 8/16/2024 | NewEdge Advisors LLC | 57,971 | $2.49M | 0.0% | +21.6% | 0.580% | |
| 8/16/2024 | Straight Path Wealth Management | 8,890 | $381K | 0.2% | +11.2% | 0.089% | |
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| 8/15/2024 | Delta Investment Management LLC | 12,788 | $548K | 0.1% | -71.7% | 0.128% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 101,140 | $4.34M | 1.5% | -1.9% | 1.011% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 999,443 | $42.85M | 0.0% | +7.6% | 9.994% | |
| 8/8/2024 | Hazlett Burt & Watson Inc. | 12,337 | $528K | 0.3% | +136.3% | 0.123% | |
| 8/5/2024 | Private Advisor Group LLC | 27,137 | $1.16M | 0.0% | +8.5% | 0.271% | |
| 8/2/2024 | Founders Financial Securities LLC | 13,244 | $568K | 0.1% | -52.6% | 0.132% | |
| 8/1/2024 | Stegent Equity Advisors Inc. | 11,516 | $494K | 0.5% | -43.3% | 0.115% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 192,864 | $8.27M | 0.0% | -29.5% | 1.929% | |
| 7/31/2024 | IFG Advisory LLC | 60,047 | $2.57M | 0.2% | +2.6% | 0.600% | |
| 7/30/2024 | Davies Financial Advisors Inc. | 13,109 | $562K | 0.5% | -82.5% | 0.131% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 8,135 | $349K | 0.1% | -2.9% | 0.081% | |
| 7/26/2024 | Harbour Investments Inc. | 76,210 | $3.27M | 0.1% | +104.2% | 0.762% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 18,185 | $780K | 0.1% | +21.6% | 0.182% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 128,752 | $5.52M | 0.0% | +65.7% | 1.288% | |
| 7/26/2024 | AlphaStar Capital Management LLC | 8,270 | $355K | 0.0% | +41.4% | 0.083% | |
| 7/25/2024 | First Heartland Consultants Inc. | 83,051 | $3.56M | 0.2% | N/A | 0.831% | |
| 7/23/2024 | Philip James Wealth Mangement LLC | 6,436 | $276K | 0.2% | -95.3% | 0.064% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 49,029 | $2.10M | 0.0% | +73.1% | 0.490% | |
| 7/22/2024 | Focus Financial Network Inc. | 53,943 | $2.33M | 0.1% | +17.1% | 0.539% | |
| 7/20/2024 | Milestone Asset Management LLC | 43,783 | $1.88M | 0.5% | -45.0% | 0.438% | |
| 7/19/2024 | KFG Wealth Management LLC | 356,441 | $15.28M | 6.1% | +7.4% | 3.564% | |
| 7/18/2024 | Brookstone Capital Management | 126,353 | $5.47M | 0.1% | +58.7% | 1.264% | |
| 7/17/2024 | AdvisorNet Financial Inc | 8,276 | $355K | 0.0% | +10.4% | 0.083% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 3,310 | $142K | 0.0% | N/A | 0.033% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 42,633 | $1.83M | 0.0% | +26.7% | 0.426% | |
| 7/16/2024 | Andina Capital Management LLC | 37,909 | $1.63M | 1.2% | -35.7% | 0.379% | |
| 7/16/2024 | Advisor Resource Council | 6,593 | $282.65M | 1.0% | N/A | 0.066% | |
| 7/15/2024 | Diligent Investors LLC | 43,559 | $1.87M | 0.5% | +6.1% | 0.436% | |
| 7/15/2024 | Guardian Financial Partners LLC | 101,803 | $4.36M | 2.9% | -3.9% | 1.018% | |
| 7/12/2024 | Southland Equity Partners LLC | 167,405 | $7.18M | 2.0% | -3.6% | 1.674% | |
| 7/10/2024 | CWM LLC | 2,635 | $113K | 0.0% | -19.6% | 0.026% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 18,518 | $773K | 0.1% | +108.3% | 0.185% | |
| 5/24/2024 | Cetera Investment Advisers | 263,903 | $11.02M | 0.0% | +2.1% | 2.639% | |
| 5/21/2024 | Atria Investments Inc | 26,362 | $1.10M | 0.0% | N/A | 0.264% | |
| 5/10/2024 | Osaic Holdings Inc. | 283,819 | $11.85M | 0.0% | +17.2% | 2.838% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 1,474,194 | $61.53M | 1.5% | +88.2% | 14.742% | |
| 5/9/2024 | Delta Investment Management LLC | 45,191 | $1.89M | 0.4% | +161.2% | 0.452% | |
| 5/9/2024 | SageView Advisory Group LLC | 39,825 | $1.66M | 0.1% | -99.5% | 0.398% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 37,385 | $1.56M | 0.0% | N/A | 0.374% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 42,417 | $1.77M | 0.1% | +1,397.8% | 0.424% | |
| 5/3/2024 | Southern Capital Advisors LLC | 14,119 | $589K | 0.4% | +44.3% | 0.141% | |
| 5/2/2024 | Mutual Advisors LLC | 162,244 | $6.77M | 0.2% | +125.7% | 1.664% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 62,882 | $2.63M | 0.0% | +58.1% | 0.645% | |
| 5/1/2024 | Stegent Equity Advisors Inc. | 20,301 | $847K | 0.9% | -18.5% | 0.208% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 26,994 | $1.13M | 0.3% | +63.5% | 0.277% | |
| 4/30/2024 | Private Advisor Group LLC | 25,022 | $1.04M | 0.0% | N/A | 0.257% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 13,951 | $582K | 0.0% | +71.3% | 0.143% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 5,220 | $219K | 0.1% | +47.1% | 0.054% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 273,706 | $11.42M | 0.0% | +6.4% | 2.807% | |
| 4/27/2024 | Guardian Financial Partners LLC | 105,967 | $4.42M | 3.0% | +76.5% | 1.087% | |
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| 4/26/2024 | Davies Financial Advisors Inc. | 75,106 | $3.14M | 3.2% | N/A | 0.770% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 77,720 | $3.24M | 0.0% | +4.2% | 0.797% | |
| 4/23/2024 | Milestone Asset Management LLC | 79,599 | $3.32M | 0.9% | -86.0% | 0.816% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,769 | $74K | 0.0% | N/A | 0.018% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 94,790 | $3.96M | 0.1% | +50.1% | 0.972% | |
| 4/19/2024 | KFG Wealth Management LLC | 331,916 | $13.85M | 5.7% | +2.7% | 3.404% | |
| 4/17/2024 | Founders Financial Securities LLC | 27,965 | $1.17M | 0.1% | -5.1% | 0.414% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 33,656 | $1.41M | 0.0% | +1.2% | 0.499% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 13,515 | $564K | 0.0% | -5.4% | 0.200% | |
| 4/15/2024 | Brookstone Capital Management | 79,632 | $3.32M | 0.1% | -41.9% | 1.180% | |
