| 11/15/2024 | IHT Wealth Management LLC | 1,526,832 | $45.63M | 1.3% | +14.5% | 1.078% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 651,361 | $19.47M | 0.2% | -1.5% | 0.460% | |
| 11/14/2024 | L.M. Kohn & Company | 150,220 | $4.49M | 1.1% | +12.8% | 0.106% | |
| 11/14/2024 | Captrust Financial Advisors | 65,173 | $1.95M | 0.0% | -2.0% | 0.046% | |
| 11/13/2024 | Private Trust Co. NA | 65,072 | $1.95M | 0.2% | +16.6% | 0.046% | |
| 11/8/2024 | First Horizon Advisors Inc. | 361,681 | $10.81M | 0.3% | +2.1% | 0.255% | |
|
| 11/8/2024 | Avior Wealth Management LLC | 4,742 | $142K | 0.0% | +151.2% | 0.003% | |
| 11/6/2024 | Huntington National Bank | 2,070 | $62K | 0.0% | -31.5% | 0.001% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 20,378 | $609K | 0.0% | -1.8% | 0.014% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 25,333 | $757K | 0.1% | +31.3% | 0.018% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 15,811 | $473K | 0.0% | -2.1% | 0.011% | |
| 10/31/2024 | Cozad Asset Management Inc. | 32,599 | $974K | 0.1% | +13.8% | 0.023% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 1,757,182 | $52.52M | 0.1% | +1.2% | 1.241% | |
| 10/25/2024 | Strategic Blueprint LLC | 368,637 | $11.02M | 0.7% | +17.1% | 0.260% | |
| 10/25/2024 | Cutter & CO Brokerage Inc. | 6,787 | $203K | 0.0% | N/A | 0.005% | |
| 10/24/2024 | Arkadios Wealth Advisors | 128,983 | $3.86M | 0.2% | +28.3% | 0.091% | |
| 10/23/2024 | PSI Advisors LLC | 386,244 | $11.55M | 3.4% | -2.2% | 0.273% | |
| 10/21/2024 | AIFG Consultants Ltd. | 31,185 | $932K | 0.7% | -69.2% | 0.022% | |
| 10/16/2024 | Tsfg LLC | 157,668 | $4.71M | 1.0% | +10.1% | 0.111% | |
| 10/15/2024 | NBC Securities Inc. | 24,237 | $724K | 0.1% | +43.7% | 0.017% | |
| 10/11/2024 | VitalStone Financial LLC | 84,440 | $2.52M | 1.7% | -24.0% | 0.060% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 2,617 | $78K | 0.0% | +18.3% | 0.002% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 32,785 | $955K | 0.3% | N/A | 0.023% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 57,150 | $1.65M | 0.1% | +3.5% | 0.040% | |
| 8/14/2024 | Edge Capital Group LLC | 168,332 | $4.87M | 0.2% | +35.1% | 0.119% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 31,324 | $911K | 0.1% | +12.3% | 0.022% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 95,793 | $2.77M | 1.7% | -65.8% | 0.068% | |
| 8/8/2024 | VitalStone Financial LLC | 111,089 | $3.21M | 2.3% | -28.2% | 0.078% | |
| 8/7/2024 | Wedbush Securities Inc. | 106,242 | $3.07M | 0.1% | +18.3% | 0.075% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 8,829 | $255K | 0.0% | N/A | 0.006% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 2,418 | $70K | 0.0% | +36.5% | 0.002% | |
| 8/6/2024 | Gentry Private Wealth LLC | 8,786 | $254K | 0.2% | N/A | 0.006% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 45,505 | $1.32M | 0.3% | -2.4% | 0.032% | |
| 8/2/2024 | Cozad Asset Management Inc. | 28,641 | $828K | 0.1% | +31.6% | 0.020% | |
| 7/31/2024 | IFG Advisory LLC | 322,969 | $9.34M | 0.6% | +26.4% | 0.228% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 19,295 | $558K | 0.0% | +3.9% | 0.014% | |
| 7/29/2024 | AIFG Consultants Ltd. | 101,404 | $2.93M | 2.2% | -3.9% | 0.072% | |
| 7/29/2024 | Arkadios Wealth Advisors | 100,498 | $2.91M | 0.2% | -85.0% | 0.071% | |
| 7/27/2024 | Strategic Blueprint LLC | 314,924 | $9.11M | 0.6% | +6.2% | 0.222% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 2,715,095 | $78.52M | 0.3% | +19.1% | 1.917% | |
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| 7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 26,800 | $775K | 0.1% | -1.7% | 0.019% | |
| 7/23/2024 | PSI Advisors LLC | 394,935 | $11.42M | 3.6% | +3.6% | 0.279% | |
| 7/20/2024 | First Horizon Advisors Inc. | 354,271 | $10.25M | 0.3% | -2.8% | 0.250% | |
| 7/17/2024 | AdvisorNet Financial Inc | 153,249 | $4.43M | 0.4% | +15.4% | 0.108% | |
| 7/17/2024 | IAG Wealth Partners LLC | 1,660 | $48K | 0.0% | N/A | 0.001% | |
| 7/16/2024 | Tsfg LLC | 143,230 | $4.14M | 1.0% | -14.0% | 0.101% | |
| 7/11/2024 | Worth Asset Management LLC | 8,974 | $260K | 0.2% | N/A | 0.006% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 48,329 | $1.40M | 0.1% | +42.5% | 0.034% | |
| 7/2/2024 | First Hawaiian Bank | 85,607 | $2.48M | 0.1% | -2.3% | 0.060% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 27,886 | $770K | 0.1% | N/A | 0.020% | |
| 5/17/2024 | Comerica Bank | 1,985 | $56K | 0.0% | +608.9% | 0.001% | |
| 5/11/2024 | Jacobi Capital Management LLC | 103,360 | $2.89M | 0.3% | +372.2% | 0.073% | |
| 5/10/2024 | Osaic Holdings Inc. | 4,492,308 | $125.60M | 0.3% | +10.6% | 3.173% | |
| 5/8/2024 | Cozad Asset Management Inc. | 21,771 | $609K | 0.1% | +32.8% | 0.015% | |
| 5/6/2024 | VitalStone Financial LLC | 154,691 | $4.33M | 3.3% | -14.6% | 0.109% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 100,520 | $2.81M | 1.1% | -3.2% | 0.074% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,753,663 | $49.03M | 0.1% | +1.9% | 1.283% | |
| 4/30/2024 | Arkadios Wealth Advisors | 671,482 | $18.78M | 1.5% | -1.7% | 0.491% | |
| 4/25/2024 | L.M. Kohn & Company | 112,011 | $3.13M | 0.9% | +108.9% | 0.082% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 2,279,513 | $63.74M | 0.2% | +58.0% | 1.668% | |
| 4/24/2024 | Private Trust Co. NA | 46,652 | $1.30M | 0.1% | +32.6% | 0.034% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 46,605 | $1.30M | 0.3% | +92.7% | 0.034% | |
| 4/24/2024 | Essex Financial Services Inc. | 26,435 | $739K | 0.1% | +45.1% | 0.019% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 18,562 | $519K | 0.0% | +41.7% | 0.014% | |
| 4/23/2024 | Strategic Blueprint LLC | 296,526 | $8.29M | 0.6% | +1,048.3% | 0.217% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 1,663 | $46K | 0.0% | N/A | 0.003% | |
| 4/15/2024 | Sunbelt Securities Inc. | 9,000 | $252K | 0.0% | N/A | 0.014% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 33,919 | $948K | 0.1% | +190.8% | 0.053% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 27,220 | $761K | 0.4% | +128.3% | 0.043% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 157,340 | $4.40M | 0.1% | +5.9% | 0.247% | |
| 4/12/2024 | AdvisorNet Financial Inc | 132,829 | $3.71M | 0.4% | +19.5% | 0.208% | |
| 4/5/2024 | NBC Securities Inc. | 10,717 | $299K | 0.0% | +124.3% | 0.017% | |
| 2/14/2024 | VitalStone Financial LLC | 181,182 | $4.81M | 3.9% | -5.0% | 0.284% | |
| 2/13/2024 | Edge Capital Group LLC | 90,877 | $2.42M | 0.1% | N/A | 0.143% | |
| 2/12/2024 | Tradition Wealth Management LLC | 1,225,490 | $32.23M | 3.4% | +7.3% | 1.922% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 13,098 | $348K | 0.0% | +6.3% | 0.021% | |
| 2/9/2024 | L.M. Kohn & Company | 53,611 | $1.42M | 0.5% | +26.2% | 0.084% | |
| 2/8/2024 | Kickstand Ventures LLC. | 666,562 | $17.71M | 5.1% | N/A | 1.046% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 1,721,770 | $45.75M | 0.1% | +8.8% | 2.701% | |
| 2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 26,000 | $691K | 0.1% | N/A | 0.041% | |
| 2/6/2024 | First Horizon Advisors Inc. | 363,589 | $9.66M | 0.3% | +151.0% | 0.570% | |
| 2/6/2024 | Essex Financial Services Inc. | 18,215 | $484K | 0.1% | N/A | 0.029% | |
| 2/5/2024 | Cozad Asset Management Inc. | 16,398 | $436K | 0.1% | N/A | 0.026% | |
| 2/2/2024 | Magnolia Capital Advisors LLC | 55,351 | $1.50M | 1.1% | +1.1% | 0.087% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 14,188 | $385K | 0.1% | N/A | 0.022% | |
| 1/30/2024 | PCG Wealth Advisors LLC | 179,715 | $4.78M | 2.7% | N/A | 0.282% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 11,064 | $294K | 0.1% | +22.2% | 0.017% | |
| 1/29/2024 | Consolidated Portfolio Review Corp | 127,378 | $3.38M | 0.8% | +12.5% | 0.200% | |
| 1/29/2024 | Simplicity Solutions LLC | 256,493 | $6.82M | 0.2% | +45.7% | 0.402% | |
| 1/25/2024 | Strategic Blueprint LLC | 25,823 | $686K | 0.1% | +21.9% | 0.041% | |
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| 1/25/2024 | Blue Bell Private Wealth Management LLC | 24,179 | $642K | 0.2% | +236.6% | 0.038% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 20,103 | $534K | 0.0% | -6.3% | 0.032% | |
| 1/24/2024 | Arkadios Wealth Advisors | 682,821 | $18.14M | 1.5% | -2.2% | 1.071% | |
| 1/24/2024 | Private Trust Co. NA | 35,178 | $935K | 0.1% | +60.8% | 0.055% | |
| 1/19/2024 | AdvisorNet Financial Inc | 111,200 | $2.96M | 0.3% | +251.1% | 0.174% | |
| 1/16/2024 | Kingswood Wealth Advisors LLC | 11,664 | $310K | 0.0% | N/A | 0.018% | |
| 1/11/2024 | Worth Asset Management LLC | 11,510 | $306K | 0.2% | N/A | 0.018% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 1,243 | $33K | 0.0% | N/A | 0.002% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 3,304 | $81K | 0.0% | -84.0% | 0.005% | |
| 11/16/2023 | VitalStone Financial LLC | 190,707 | $4.78M | 4.0% | N/A | 0.299% | |
