| 2/19/2025 | WCG Wealth Advisors LLC | 31,994 | $1.59M | 0.1% | -1.2% | 0.486% | |
| 2/18/2025 | Western Wealth Management LLC | 40,067 | $1.99M | 0.6% | -51.3% | 0.609% | |
| 2/17/2025 | CoreCap Advisors LLC | 7,289 | $362K | 0.0% | -3.4% | 0.111% | |
| 2/17/2025 | Cetera Investment Advisers | 120,183 | $5.97M | 0.0% | +942.5% | 1.826% | |
| 2/17/2025 | Bank of America Corp DE | 2,108 | $105K | 0.0% | N/A | 0.032% | |
| 2/17/2025 | BIP Wealth LLC | 16,075 | $799K | 0.1% | -9.0% | 0.244% | |
| 2/14/2025 | Lido Advisors LLC | 2,337,374 | $116.12M | 0.5% | N/A | 35.522% | |
| 2/14/2025 | Susquehanna International Group LLP | 36,502 | $1.81M | 0.0% | N/A | 0.555% | |
| 2/13/2025 | Defined Financial Planning LLC | 82,567 | $4.10M | 4.4% | N/A | 1.255% | |
| 2/13/2025 | Raymond James Financial Inc. | 343,024 | $17.04M | 0.0% | N/A | 5.213% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 22,094 | $1.10M | 0.0% | -49.1% | 0.336% | |
| 2/13/2025 | Wells Fargo & Company MN | 131,466 | $6.53M | 0.0% | +47.6% | 1.998% | |
| 2/12/2025 | JPMorgan Chase & Co. | 19,057 | $947K | 0.0% | -12.9% | 0.290% | |
| 2/11/2025 | LPL Financial LLC | 245,663 | $12.21M | 0.0% | +120.0% | 3.733% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 8,043 | $400K | 0.0% | -9.4% | 0.122% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,759 | $137K | 0.0% | -15.9% | 0.042% | |
| 2/10/2025 | Harbour Investments Inc. | 9,745 | $484K | 0.0% | -2.7% | 0.148% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 44,809 | $2.23M | 0.0% | +358.2% | 0.681% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 7,324 | $364K | 0.0% | N/A | 0.111% | |
| 2/7/2025 | HighTower Advisors LLC | 1,288,412 | $64.01M | 0.1% | -0.2% | 19.581% | |
| 2/6/2025 | Raymond James Financial Inc. | 343,024 | $17.04M | 0.0% | N/A | 5.213% | |
| 2/6/2025 | Atria Investments Inc | 86,654 | $4.31M | 0.1% | -3.3% | 1.317% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 74,177 | $3.69M | 0.4% | -1.2% | 1.127% | |
| 2/4/2025 | World Equity Group Inc. | 6,960 | $346K | 0.1% | N/A | 0.106% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 5,693 | $283K | 0.0% | N/A | 0.087% | |
| 2/3/2025 | Private Advisor Group LLC | 115,467 | $5.74M | 0.0% | +1.9% | 1.755% | |
| 1/31/2025 | Sanctuary Advisors LLC | 105,121 | $5.45M | 0.0% | +1.3% | 1.598% | |
| 1/30/2025 | Allworth Financial LP | 44,356 | $2.26M | 0.0% | -4.4% | 0.674% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 29,105 | $1.45M | 0.0% | +9.1% | 0.442% | |
| 1/27/2025 | Beacon Financial Advisory LLC | 12,437 | $618K | 0.2% | +30.7% | 0.189% | |
| 1/27/2025 | Insight Advisors LLC PA | 145,596 | $7.24M | 1.2% | +6.7% | 2.213% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 40,695 | $2.02M | 0.0% | +1.1% | 0.618% | |
| 1/24/2025 | Archer Investment Management LLC | 276,149 | $13.72M | 8.4% | N/A | 4.197% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 18,757 | $932K | 0.1% | -4.1% | 0.285% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 1,390 | $69K | 0.0% | +102.0% | 0.021% | |
| 1/21/2025 | RFG Advisory LLC | 19,290 | $958K | 0.0% | -11.6% | 0.293% | |
| 1/21/2025 | Team Financial Group LLC | 379,142 | $18.84M | 11.3% | +3.0% | 5.762% | |
| 1/14/2025 | Financial Enhancement Group LLC | 40,497 | $2.00M | 0.3% | -34.1% | 0.615% | |
| 1/14/2025 | Park Avenue Securities LLC | 7,023 | $349K | 0.0% | N/A | 0.107% | |
| 1/13/2025 | Columbia Advisory Partners LLC | 156,323 | $7.77M | 7.2% | N/A | 2.376% | |
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| 1/10/2025 | ORG Partners LLC | 3,473 | $173K | 0.0% | N/A | 0.053% | |
| 12/26/2024 | JPMorgan Chase & Co. | 21,889 | $1.07M | 0.0% | -14.1% | 0.333% | |
| 11/25/2024 | Sanctuary Advisors LLC | 103,736 | $5.43M | 0.0% | +9.6% | 1.577% | |
| 11/15/2024 | Jane Street Group LLC | 8,717 | $426K | 0.0% | N/A | 0.132% | |
| 11/15/2024 | HighTower Advisors LLC | 1,290,388 | $63.07M | 0.1% | +0.3% | 19.611% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 464,309 | $22.69M | 0.6% | +0.4% | 7.056% | |
| 11/8/2024 | BIP Wealth LLC | 17,662 | $863K | 0.1% | +3.5% | 0.268% | |
| 11/7/2024 | Drive Wealth Management LLC | 9,600 | $469K | 0.1% | N/A | 0.146% | |
| 11/5/2024 | Harbour Investments Inc. | 10,017 | $490K | 0.0% | +12.9% | 0.152% | |
| 11/1/2024 | Atria Investments Inc | 89,612 | $4.38M | 0.1% | +14.1% | 1.362% | |
| 10/31/2024 | Financial Enhancement Group LLC | 61,464 | $3.00M | 0.5% | +129.4% | 0.934% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 9,514 | $465K | 0.2% | +22.7% | 0.145% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 3,280 | $160K | 0.0% | -12.8% | 0.050% | |
| 10/25/2024 | Financial Advocates Investment Management | 6,007 | $275K | 0.0% | N/A | 0.091% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 19,550 | $955K | 0.1% | -6.6% | 0.297% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,551 | $760K | 0.0% | +3.4% | 0.236% | |
| 10/23/2024 | Team Financial Group LLC | 368,202 | $18.00M | 11.1% | +2.3% | 5.596% | |
| 10/23/2024 | Allworth Financial LP | 46,390 | $2.27M | 0.0% | -2.1% | 0.705% | |
| 10/22/2024 | Private Advisor Group LLC | 113,355 | $5.54M | 0.0% | +0.2% | 1.723% | |
| 10/15/2024 | NBC Securities Inc. | 25,797 | $1.26M | 0.1% | +4.5% | 0.392% | |
| 9/5/2024 | Sanctuary Advisors LLC | 94,652 | $4.22M | 0.0% | N/A | 1.438% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 10,248 | $466K | 0.0% | +43.0% | 0.156% | |
| 8/14/2024 | Team Financial Group LLC | 360,028 | $16.36M | 10.9% | +4.7% | 5.472% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 33,570 | $1.53M | 0.1% | +8.9% | 0.510% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 43,828 | $1.99M | 0.0% | -3.5% | 0.666% | |
| 8/8/2024 | CoreCap Advisors LLC | 7,699 | $350K | 0.0% | N/A | 0.117% | |
| 8/5/2024 | Private Advisor Group LLC | 113,116 | $5.14M | 0.0% | +2.8% | 1.719% | |
| 8/2/2024 | Financial Enhancement Group LLC | 26,791 | $1.25M | 0.2% | -5.8% | 0.407% | |
| 8/1/2024 | Private Wealth Strategies L.L.C. | 1,191,758 | $54.15M | 10.9% | +1.8% | 18.112% | |
| 7/26/2024 | Harbour Investments Inc. | 8,871 | $403K | 0.0% | +30.6% | 0.135% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 20,924 | $951K | 0.1% | -2.8% | 0.318% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 231,017 | $10.50M | 0.0% | +772.6% | 3.511% | |
| 7/19/2024 | Raymond James & Associates | 66,168 | $3.01M | 0.0% | -12.2% | 1.006% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 5,023 | $228K | 0.0% | +13.8% | 0.076% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 462,358 | $21.01M | 0.6% | -8.8% | 7.027% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 15,043 | $684K | 0.0% | N/A | 0.229% | |
| 7/16/2024 | Insight Advisors LLC PA | 125,941 | $5.72M | 1.0% | +19.1% | 1.914% | |
| 7/15/2024 | RFG Advisory LLC | 21,306 | $968K | 0.0% | +9.4% | 0.324% | |
| 7/12/2024 | Cabot Wealth Management Inc. | 111,485 | $5.07M | 0.7% | +23.2% | 1.694% | |
| 7/10/2024 | NBC Securities Inc. | 24,685 | $1.12M | 0.1% | +14.5% | 0.375% | |
| 5/21/2024 | Atria Investments Inc | 76,872 | $3.58M | 0.0% | +2.9% | 1.168% | |
| 5/7/2024 | Insight Advisors LLC PA | 105,775 | $4.92M | 0.9% | +30.8% | 1.608% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,412 | $205K | 0.0% | N/A | 0.067% | |
| 4/30/2024 | Private Advisor Group LLC | 110,041 | $5.12M | 0.0% | -16.7% | 1.672% | |
| 4/23/2024 | KLR Investment Advisors LLC | 30,812 | $1.37M | 1.0% | -11.0% | 0.483% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 26,474 | $1.23M | 0.0% | -3.9% | 0.415% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,506 | $70K | 0.0% | -63.5% | 0.024% | |
| 4/15/2024 | Financial Enhancement Group LLC | 28,453 | $1.27M | 0.2% | -8.6% | 0.446% | |
| 4/11/2024 | RFG Advisory LLC | 19,479 | $907K | 0.0% | +12.4% | 0.291% | |
| 4/5/2024 | NBC Securities Inc. | 21,564 | $1.11M | 0.1% | +75.1% | 0.322% | |
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| 2/12/2024 | Private Wealth Strategies L.L.C. | 1,169,396 | $49.18M | 10.9% | +1.5% | 17.454% | |
| 2/8/2024 | KLR Investment Advisors LLC | 34,616 | $1.46M | 1.1% | -26.1% | 0.517% | |
| 2/7/2024 | NBC Securities Inc. | 12,316 | $517K | 0.1% | +36.7% | 0.184% | |
| 2/6/2024 | RMR Wealth Builders | 4,985 | $210K | 0.0% | N/A | 0.074% | |
| 2/6/2024 | Private Advisor Group LLC | 132,149 | $5.56M | 0.0% | +19.1% | 1.972% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 559,871 | $23.54M | 0.8% | -29.4% | 8.356% | |
| 2/2/2024 | BIP Wealth LLC | 23,995 | $1.01M | 0.1% | -7.1% | 0.358% | |
| 1/25/2024 | RFG Advisory LLC | 17,337 | $729K | 0.0% | +21.2% | 0.259% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 49,680 | $2.09M | 0.0% | -44.8% | 0.741% | |
| 1/24/2024 | Allworth Financial LP | 55,609 | $2.34M | 0.0% | +12.7% | 0.830% | |
