| 11/15/2024 | MML Investors Services LLC | 16,589 | $462K | 0.0% | +9.6% | 0.163% | |
| 11/15/2024 | Stifel Financial Corp | 246,991 | $6.88M | 0.0% | +6.6% | 2.433% | |
| 11/13/2024 | D.A. Davidson & CO. | 33,972 | $946K | 0.0% | +14.5% | 0.335% | |
| 11/5/2024 | Savvy Advisors Inc. | 103,107 | $2.87M | 0.6% | +12.2% | 1.016% | |
| 10/30/2024 | United Advisor Group LLC | 103,022 | $2.87M | 0.6% | +31.9% | 1.015% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,443 | $68K | 0.0% | -47.1% | 0.024% | |
|
| 10/19/2024 | Longview Financial Advisors Inc. | 307,674 | $8.57M | 6.3% | +0.5% | 3.031% | |
| 10/18/2024 | Raymond James & Associates | 580,509 | $16.17M | 0.0% | +0.9% | 5.719% | |
| 10/18/2024 | Meridian Financial Partners LLC | 14,526 | $405K | 0.2% | +2.7% | 0.143% | |
| 10/16/2024 | Verum Partners LLC | 151,953 | $4.23M | 1.2% | N/A | 1.497% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 307,701 | $7.93M | 7.3% | +0.5% | 3.032% | |
| 10/15/2024 | Aspect Partners LLC | 90,865 | $2.53M | 1.4% | +9.1% | 0.895% | |
| 10/11/2024 | Sapient Capital LLC | 9,905 | $276K | 0.0% | +11.3% | 0.098% | |
| 10/9/2024 | Fermata Advisors LLC | 174,442 | $4.86M | 1.0% | +6.9% | 1.719% | |
| 10/8/2024 | CWM LLC | 528,589 | $14.72M | 0.1% | +2.7% | 5.208% | |
| 10/8/2024 | Atomi Financial Group Inc. | 7,204 | $201K | 0.0% | N/A | 0.071% | |
| 10/8/2024 | ALM First Financial Advisors LLC | 395,732 | $11.02M | 2.6% | +31.9% | 3.899% | |
| 10/8/2024 | Insight Wealth Strategies LLC | 204,453 | $5.69M | 0.7% | +3.4% | 2.014% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 46,287 | $1.29M | 0.0% | +5.2% | 0.456% | |
| 10/8/2024 | Kesler Norman & Wride LLC | 200,119 | $5.57M | 1.1% | +5.2% | 1.972% | |
| 10/7/2024 | Smith Anglin Financial LLC | 2,187,193 | $60.91M | 5.9% | +243.8% | 21.549% | |
| 9/5/2024 | Sanctuary Advisors LLC | 65,818 | $1.78M | 0.0% | N/A | 0.648% | |
| 8/21/2024 | Truist Financial Corp | 17,963 | $475K | 0.0% | +5.6% | 0.177% | |
| 8/16/2024 | Regal Investment Advisors LLC | 8,180 | $216K | 0.0% | N/A | 0.081% | |
| 8/16/2024 | NewEdge Advisors LLC | 52,212 | $1.38M | 0.0% | +82.3% | 0.514% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 237,683 | $6.28M | 0.0% | +18.6% | 2.342% | |
| 7/31/2024 | Rothschild Investment LLC | 442,947 | $11.70M | 0.8% | N/A | 4.364% | |
| 7/31/2024 | Trademark Financial Management LLC | 8,792 | $232K | 0.2% | N/A | 0.087% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 181,317 | $4.79M | 0.0% | +1.4% | 1.786% | |
| 7/19/2024 | Raymond James & Associates | 575,246 | $15.20M | 0.0% | +5.5% | 5.667% | |
| 7/19/2024 | Meridian Financial Partners LLC | 14,149 | $382K | 0.2% | N/A | 0.139% | |
| 7/16/2024 | Aspect Partners LLC | 83,265 | $2.20M | 1.3% | +245.6% | 0.820% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 43,998 | $1.16M | 0.0% | +10.6% | 0.433% | |
| 7/15/2024 | Sapient Capital LLC | 8,900 | $242K | 0.0% | +14.1% | 0.088% | |
| 7/13/2024 | Fermata Advisors LLC | 163,248 | $4.31M | 1.0% | +3.2% | 1.608% | |
| 7/11/2024 | Smith Anglin Financial LLC | 636,184 | $16.81M | 1.7% | -4.5% | 6.268% | |
| 7/10/2024 | CWM LLC | 514,819 | $13.60M | 0.1% | -6.5% | 5.072% | |
| 7/8/2024 | Insight Wealth Strategies LLC | 197,740 | $5.22M | 0.7% | +0.7% | 1.948% | |
| 5/23/2024 | ARQ Wealth Advisors LLC | 45,852 | $1.24M | 0.5% | +6.8% | 0.452% | |
| 5/17/2024 | Aspect Partners LLC | 24,090 | $651K | 0.5% | N/A | 0.237% | |
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| 5/15/2024 | CoreFirst Bank & Trust | 36,620 | $989K | 0.6% | +611.1% | 0.361% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 31,400 | $848K | 0.0% | -6.2% | 0.311% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 200,464 | $5.42M | 0.0% | +13.0% | 1.985% | |
| 4/26/2024 | Opus Capital Group LLC | 303,126 | $8.19M | 1.2% | -0.8% | 3.001% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 178,743 | $4.83M | 0.0% | -2.8% | 1.770% | |
| 4/24/2024 | Smith Anglin Financial LLC | 666,111 | $17.99M | 1.9% | +4.1% | 6.595% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,177 | $6.08M | 0.0% | +0.3% | 2.229% | |
| 4/23/2024 | Sapient Capital LLC | 7,798 | $212K | 0.0% | N/A | 0.077% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 9,564 | $258K | 0.0% | -6.6% | 0.095% | |
| 4/22/2024 | Raymond James & Associates | 545,373 | $14.73M | 0.0% | +4.6% | 5.400% | |
| 4/20/2024 | Kesler Norman & Wride LLC | 192,525 | $5.20M | 1.1% | +5.6% | 2.127% | |
| 4/12/2024 | Fermata Advisors LLC | 158,251 | $4.27M | 1.0% | -4.2% | 1.749% | |
| 4/5/2024 | Insight Wealth Strategies LLC | 196,450 | $5.31M | 0.8% | -1.1% | 2.171% | |
| 3/18/2024 | CoreFirst Bank & Trust | 5,150 | $133K | 0.1% | N/A | 0.057% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 6,768 | $174K | 0.0% | N/A | 0.075% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 42,946 | $1.11M | 0.7% | +3.7% | 0.475% | |
| 2/14/2024 | Connectus Wealth LLC | 341,237 | $8.80M | 0.2% | -5.4% | 3.771% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 183,843 | $4.74M | 0.0% | +10.8% | 2.031% | |
| 2/9/2024 | D.A. Davidson & CO. | 8,722 | $225K | 0.0% | N/A | 0.096% | |
| 2/6/2024 | Lincoln National Corp | 19,445 | $501K | 0.0% | +19.6% | 0.215% | |
| 2/2/2024 | Truist Financial Corp | 14,963 | $386K | 0.0% | -48.2% | 0.165% | |
| 2/1/2024 | CWM LLC | 507,670 | $13.09M | 0.1% | +22.2% | 5.610% | |
| 1/31/2024 | Western Wealth Management LLC | 54,458 | $1.40M | 0.1% | -1.6% | 0.602% | |
| 1/31/2024 | Opus Capital Group LLC | 305,457 | $7.88M | 1.3% | +6.0% | 3.375% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 33,469 | $863K | 0.0% | -31.7% | 0.370% | |
| 1/22/2024 | Parsons Capital Management Inc. RI | 10,244 | $264K | 0.0% | -53.1% | 0.113% | |
| 1/19/2024 | Fermata Advisors LLC | 165,103 | $4.26M | 1.0% | +7.2% | 1.824% | |
| 1/17/2024 | Smith Anglin Financial LLC | 639,669 | $16.49M | 1.9% | +5.8% | 7.068% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 224,572 | $5.79M | 0.0% | +21.9% | 2.481% | |
| 1/16/2024 | Raymond James & Associates | 521,442 | $13.44M | 0.0% | +5.1% | 5.762% | |
| 1/12/2024 | Insight Wealth Strategies LLC | 198,659 | $5.12M | 0.8% | -1.3% | 2.195% | |
| 1/11/2024 | Kesler Norman & Wride LLC | 182,382 | $4.70M | 1.1% | +64.6% | 2.015% | |
| 11/30/2023 | ARQ Wealth Advisors LLC | 41,419 | $993K | 0.7% | +18.5% | 0.458% | |
| 11/15/2023 | Axxcess Wealth Management LLC | 15,181 | $364K | 0.0% | N/A | 0.168% | |
| 11/13/2023 | Stifel Financial Corp | 184,421 | $4.42M | 0.0% | +32.4% | 2.038% | |
| 11/13/2023 | Cambria Investment Management L.P. | 1,298,736 | $31.14M | 2.5% | +50.8% | 14.351% | |
| 11/13/2023 | Kestra Advisory Services LLC | 42,984 | $1.03M | 0.0% | +1.7% | 0.475% | |
| 11/13/2023 | Kesler Norman & Wride LLC | 110,779 | $2.66M | 0.7% | +138.9% | 1.224% | |
| 11/9/2023 | UBS Group AG | 128,334 | $3.08M | 0.0% | +2.7% | 1.418% | |
| 11/8/2023 | Western Wealth Management LLC | 55,324 | $1.33M | 0.1% | +1.1% | 0.611% | |
| 11/7/2023 | Fermata Advisors LLC | 154,037 | $3.69M | 1.0% | +8.6% | 1.702% | |
| 11/6/2023 | Sigma Planning Corp | 12,205 | $293K | 0.0% | +8.8% | 0.135% | |
| 11/6/2023 | Parsons Capital Management Inc. RI | 21,849 | $524K | 0.0% | -5.1% | 0.241% | |
| 11/6/2023 | Lincoln National Corp | 16,260 | $390K | 0.0% | +84.1% | 0.180% | |
| 11/4/2023 | NBC Securities Inc. | 7,690 | $184K | 0.0% | N/A | 0.085% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 184,227 | $4.42M | 0.0% | +31.4% | 2.036% | |
| 10/24/2023 | Raymond James & Associates | 496,346 | $11.90M | 0.0% | +4.6% | 5.484% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 165,924 | $3.98M | 0.0% | +29.4% | 1.833% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 150,642 | $3.61M | 0.0% | +14.9% | 1.665% | |
| 10/18/2023 | Capital Asset Advisory Services LLC | 14,848 | $356K | 0.0% | -5.7% | 0.164% | |
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| 10/16/2023 | Rothschild Investment LLC IL | 352,450 | $8.45M | 0.7% | +218.5% | 3.894% | |
| 10/13/2023 | Insight Wealth Strategies LLC | 201,228 | $4.83M | 0.9% | -2.2% | 2.224% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 49,036 | $1.18M | 0.1% | -1.7% | 0.542% | |
| 10/11/2023 | Smith Anglin Financial LLC | 604,475 | $14.50M | 1.8% | +9.7% | 6.679% | |
| 10/11/2023 | CWM LLC | 415,498 | $9.96M | 0.1% | +22.1% | 4.591% | |
| 8/30/2023 | Western Wealth Management LLC | 54,736 | $1.31M | 0.1% | +10.3% | 0.605% | |
| 8/18/2023 | ARQ Wealth Advisors LLC | 34,943 | $839K | 0.5% | +10.4% | 0.386% | |
| 8/14/2023 | Affinity Wealth Management LLC | 462,338 | $11.10M | 2.5% | +4.8% | 5.109% | |
| 8/11/2023 | Kestra Advisory Services LLC | 42,279 | $1.02M | 0.0% | +9.6% | 0.467% | |
| 8/10/2023 | Oxford Financial Group Ltd. | 3,551 | $85K | 0.0% | N/A | 0.045% | |
