| 2/17/2025 | Focus Partners Wealth | 1,253,129 | $25.80M | 0.1% | +11.2% | 7.048% | |
| 2/17/2025 | Citadel Advisors LLC | 21,409 | $441K | 0.0% | +15.7% | 0.120% | |
| 2/17/2025 | Baird Financial Group Inc. | 579,017 | $11.92M | 0.0% | +5.8% | 3.257% | |
| 2/17/2025 | Benjamin Edwards Inc. | 14,789 | $305K | 0.0% | +8.7% | 0.083% | |
| 2/17/2025 | Advocacy Wealth Management Services LLC | 1,803,975 | $37.14M | 2.8% | -2.8% | 10.146% | |
| 2/14/2025 | Jane Street Group LLC | 70,832 | $1.46M | 0.0% | +120.7% | 0.398% | |
| 2/14/2025 | Comerica Bank | 2,675 | $55K | 0.0% | N/A | 0.015% | |
| 2/14/2025 | Stifel Financial Corp | 183,490 | $3.78M | 0.0% | +9.3% | 1.032% | |
| 2/13/2025 | NewEdge Advisors LLC | 4,750 | $98K | 0.0% | -34.8% | 0.027% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 20,356 | $419K | 0.0% | +4.1% | 0.114% | |
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| 2/13/2025 | Heritage Trust Co | 181,030 | $3.73M | 0.4% | N/A | 1.018% | |
| 2/13/2025 | Argent Trust Co | 11,750 | $242K | 0.0% | N/A | 0.066% | |
| 2/13/2025 | Raymond James Financial Inc. | 149,697 | $3.08M | 0.0% | N/A | 0.842% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,007,716 | $20.75M | 0.0% | +40.4% | 5.668% | |
| 2/12/2025 | Huntington National Bank | 9,953 | $205K | 0.0% | -30.3% | 0.056% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 80,779 | $1.66M | 0.2% | -3.3% | 0.454% | |
| 2/12/2025 | Mendel Money Management | 114,474 | $2.36M | 1.1% | +29.7% | 0.644% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 772,211 | $15.90M | 0.2% | +1.4% | 4.343% | |
| 2/11/2025 | LPL Financial LLC | 198,277 | $4.08M | 0.0% | +232.3% | 1.115% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 339,606 | $6.99M | 0.2% | +3.6% | 1.910% | |
| 2/10/2025 | Rareview Capital LLC | 92,471 | $1.96M | 1.5% | N/A | 0.520% | |
| 2/7/2025 | Tortoise Investment Management LLC | 570,304 | $11.74M | 1.2% | +2.3% | 3.208% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 19,011 | $391K | 0.1% | -14.4% | 0.107% | |
| 2/6/2025 | Raymond James Financial Inc. | 149,697 | $3.08M | 0.0% | N/A | 0.844% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,453 | $30K | 0.0% | -71.5% | 0.008% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 125,865 | $2.59M | 0.0% | +2.6% | 0.710% | |
| 2/3/2025 | Able Wealth Management LLC | 12,491 | $257K | 0.2% | N/A | 0.070% | |
| 1/31/2025 | Sanctuary Advisors LLC | 83,065 | $1.72M | 0.0% | +3.9% | 0.468% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 15,741 | $324K | 0.1% | N/A | 0.090% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 20,136 | $415K | 0.4% | N/A | 0.116% | |
| 1/24/2025 | Precision Wealth Strategies LLC | 198,409 | $4.09M | 3.2% | +41.0% | 1.138% | |
| 1/21/2025 | Crescent Grove Advisors LLC | 541,504 | $11.26M | 1.1% | +7.3% | 3.107% | |
| 1/21/2025 | Firethorn Wealth Partners LLC | 10,757 | $221K | 0.1% | -5.1% | 0.062% | |
| 1/21/2025 | RFG Advisory LLC | 55,137 | $1.14M | 0.0% | +36.5% | 0.316% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 60,430 | $1.24M | 0.0% | N/A | 0.347% | |
| 1/15/2025 | Arkadios Wealth Advisors | 2,234,474 | $46.01M | 2.5% | +10.0% | 12.820% | |
| 1/15/2025 | Channel Wealth LLC | 1,184,185 | $24.38M | 7.9% | +10.9% | 6.794% | |
| 1/8/2025 | Worth Asset Management LLC | 12,187 | $251K | 0.1% | -74.1% | 0.070% | |
| 11/25/2024 | Sanctuary Advisors LLC | 79,958 | $1.66M | 0.0% | +44.1% | 0.855% | |
| 11/15/2024 | Executive Wealth Management LLC | 1,000,964 | $21.21M | 1.7% | +4.0% | 10.705% | |
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| 11/15/2024 | Jane Street Group LLC | 32,099 | $680K | 0.0% | N/A | 0.343% | |
| 11/15/2024 | Stifel Financial Corp | 167,885 | $3.56M | 0.0% | -13.5% | 1.796% | |
| 11/14/2024 | Fiduciary Trust Co | 44,500 | $943K | 0.0% | N/A | 0.476% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 83,571 | $1.77M | 0.2% | -14.3% | 0.894% | |
| 11/7/2024 | Islay Capital Management LLC | 4,500 | $95K | 0.1% | N/A | 0.048% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 122,683 | $2.60M | 0.0% | N/A | 1.312% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 327,739 | $6.95M | 0.2% | -24.4% | 3.505% | |
| 11/1/2024 | Proficio Capital Partners LLC | 58,260 | $1.24M | 0.1% | N/A | 0.623% | |
| 11/1/2024 | Executive Wealth Management LLC | 1,000,964 | $21.21M | 2.7% | +4.0% | 10.705% | |
| 11/1/2024 | Advocacy Wealth Management Services LLC | 1,856,576 | $39.34M | 3.1% | -1.7% | 19.856% | |
| 10/31/2024 | Channel Wealth LLC | 1,067,979 | $22.63M | 7.5% | +23.1% | 11.422% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 504,584 | $10.74M | 1.1% | -5.8% | 5.397% | |
| 10/29/2024 | Farther Finance Advisors LLC | 9,160 | $194K | 0.0% | N/A | 0.098% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 22,198 | $470K | 0.1% | +6.1% | 0.237% | |
| 10/24/2024 | Arkadios Wealth Advisors | 2,030,608 | $43.03M | 2.4% | +14.5% | 21.718% | |
| 10/21/2024 | Precision Wealth Strategies LLC | 140,691 | $2.98M | 2.8% | -8.9% | 1.505% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 11,331 | $240K | 0.1% | +9.0% | 0.121% | |
| 10/9/2024 | Worth Asset Management LLC | 46,966 | $995K | 0.5% | N/A | 0.502% | |
| 9/5/2024 | Sanctuary Advisors LLC | 55,473 | $1.13M | 0.0% | N/A | 0.593% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 433,754 | $8.94M | 0.2% | +4.1% | 4.639% | |
| 8/8/2024 | Executive Wealth Management LLC | 962,120 | $19.82M | 3.6% | N/A | 10.290% | |
| 8/2/2024 | Tortoise Investment Management LLC | 524,480 | $10.80M | 1.2% | +28.7% | 5.609% | |
| 7/29/2024 | Arkadios Wealth Advisors | 1,773,206 | $36.53M | 2.5% | +15.4% | 18.965% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 20,912 | $431K | 0.1% | +49.6% | 0.224% | |
| 7/23/2024 | Crescent Grove Advisors LLC | 535,835 | $11.10M | 1.2% | +34.8% | 5.731% | |
| 7/19/2024 | Vista Investment Partners LLC | 9,709 | $200K | 0.1% | -11.5% | 0.104% | |
| 7/19/2024 | Raymond James & Associates | 63,371 | $1.31M | 0.0% | +89.4% | 0.678% | |
| 7/19/2024 | MBL Wealth LLC | 437,727 | $9.02M | 1.0% | +7.2% | 4.682% | |
| 7/10/2024 | Advocacy Wealth Management Services LLC | 1,888,587 | $38.91M | 3.2% | +0.9% | 20.199% | |
| 5/17/2024 | Vista Investment Partners LLC | 10,969 | $225K | 0.1% | N/A | 0.117% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 416,811 | $8.56M | 0.2% | +9.9% | 4.458% | |
| 5/8/2024 | Camarda Financial Advisors LLC | 85,995 | $1.77M | 0.7% | -5.5% | 0.920% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 15,003 | $308K | 0.0% | -24.1% | 0.160% | |
| 5/1/2024 | Precision Wealth Strategies LLC | 189,990 | $3.90M | 3.7% | N/A | 2.050% | |
| 4/30/2024 | Hartline Investment Corp | 13,982 | $287K | 0.1% | N/A | 0.151% | |
| 4/30/2024 | Arkadios Wealth Advisors | 1,537,038 | $31.57M | 2.4% | +9.2% | 16.581% | |
| 4/29/2024 | Benjamin Edwards Inc. | 13,159 | $270K | 0.1% | N/A | 0.142% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 397,537 | $8.21M | 0.9% | +22.5% | 4.288% | |
| 4/22/2024 | MBL Wealth LLC | 408,413 | $8.39M | 1.0% | +74.7% | 4.406% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 753,129 | $15.47M | 0.3% | +3.3% | 8.124% | |
| 4/16/2024 | Bridge Advisory LLC | 13,469 | $277K | 0.1% | -74.2% | 0.691% | |
| 4/16/2024 | Advocacy Wealth Management Services LLC | 1,871,709 | $38.45M | 3.3% | N/A | 95.985% | |
| 2/29/2024 | Tortoise Investment Management LLC | 14,098 | $289K | 0.0% | N/A | 0.723% | |
| 2/12/2024 | Stifel Financial Corp | 349,686 | $7.16M | 0.0% | N/A | 17.933% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 728,996 | $14.92M | 0.3% | +237.2% | 37.384% | |
| 2/8/2024 | Tortoise Investment Management LLC | 14,098 | $289K | 0.0% | N/A | 0.723% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 379,163 | $7.76M | 0.2% | +322.7% | 19.444% | |
| 1/30/2024 | Crescent Grove Advisors LLC | 324,615 | $6.68M | 0.7% | -17.5% | 16.647% | |
| 1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,586 | $237K | 0.0% | N/A | 0.594% | |
| 1/24/2024 | Arkadios Wealth Advisors | 1,407,821 | $28.80M | 2.4% | +36.8% | 72.196% | |
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| 1/18/2024 | MBL Wealth LLC | 233,766 | $4.78M | 0.6% | N/A | 11.988% | |
| 1/17/2024 | Bridge Advisory LLC | 52,183 | $1.07M | 0.5% | -90.6% | 2.676% | |
| 1/16/2024 | Raymond James & Associates | 18,742 | $383K | 0.0% | N/A | 0.961% | |
| 1/8/2024 | Channel Wealth LLC | 436,357 | $8.93M | 4.2% | +47.8% | 22.377% | |
| 11/15/2023 | Axxcess Wealth Management LLC | 89,703 | $1.80M | 0.1% | N/A | 4.600% | |
| 11/13/2023 | Wright Fund Management LLC | 23,284 | $468K | 0.0% | N/A | 1.194% | |
| 10/30/2023 | Congress Wealth Management LLC DE | 216,209 | $4.35M | 0.1% | +6.5% | 11.088% | |
| 10/25/2023 | Crescent Grove Advisors LLC | 393,436 | $7.91M | 1.0% | -4.5% | 20.176% | |
| 10/24/2023 | Channel Wealth LLC | 295,183 | $5.93M | 3.3% | +160.1% | 15.138% | |
| 10/20/2023 | Bridge Advisory LLC | 552,240 | $11.10M | 3.8% | +2.4% | 28.320% | |
