| 11/15/2024 | Stifel Financial Corp | 190,895 | $13.32M | 0.0% | +2.7% | 3.030% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 113,359 | $7.91M | 0.1% | -4.6% | 1.799% | |
| 11/7/2024 | Peterson Financial Group Inc. | 596 | $42K | 0.2% | N/A | 0.009% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 3,104 | $217K | 0.0% | N/A | 0.049% | |
| 11/5/2024 | Harbour Investments Inc. | 22,583 | $1.58M | 0.0% | -13.7% | 0.358% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 27,088 | $1.89M | 0.3% | -0.7% | 0.430% | |
|
| 10/24/2024 | Hibernia Wealth Partners LLC | 3,407 | $238K | 0.1% | N/A | 0.054% | |
| 10/22/2024 | Private Advisor Group LLC | 20,248 | $1.41M | 0.0% | -2.4% | 0.321% | |
| 10/21/2024 | Calton & Associates Inc. | 22,278 | $1.56M | 0.6% | -0.7% | 0.354% | |
| 10/11/2024 | Creative Planning | 84,363 | $5.89M | 0.0% | -4.4% | 1.339% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 2,872 | $200K | 0.0% | N/A | 0.046% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 5,665 | $395K | 0.0% | -3.5% | 0.090% | |
| 10/8/2024 | Mather Group LLC. | 59,279 | $4.14M | 0.1% | -52.6% | 0.941% | |
| 8/22/2024 | Cetera Investment Advisers | 377,438 | $24.25M | 0.1% | +12.7% | 5.719% | |
| 8/21/2024 | Truist Financial Corp | 17,283 | $1.11M | 0.0% | +1.5% | 0.262% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 16,085 | $1.03M | 0.0% | -1.0% | 0.244% | |
| 8/16/2024 | NewEdge Advisors LLC | 28,066 | $1.80M | 0.0% | -7.5% | 0.425% | |
| 8/16/2024 | Creative Planning | 88,274 | $5.67M | 0.0% | -4.1% | 1.337% | |
| 8/7/2024 | Vantage Financial Partners LLC | 9,271 | $596K | 0.2% | -6.9% | 0.140% | |
| 8/5/2024 | Private Advisor Group LLC | 20,746 | $1.33M | 0.0% | -34.1% | 0.314% | |
| 8/2/2024 | Larson Financial Group LLC | 656 | $42K | 0.0% | N/A | 0.010% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 205,503 | $13.21M | 0.0% | -4.3% | 3.114% | |
| 7/30/2024 | International Assets Investment Management LLC | 763 | $49K | 0.0% | N/A | 0.012% | |
| 7/26/2024 | Harbour Investments Inc. | 26,182 | $1.68M | 0.1% | -1.0% | 0.397% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 27,269 | $1.75M | 0.3% | -1.7% | 0.413% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 44,615 | $2.87M | 0.0% | -7.0% | 0.676% | |
| 7/25/2024 | RPS Advisory Solutions LLC | 5,673 | $365K | 0.3% | N/A | 0.085% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 19,629 | $1.26M | 0.0% | -32.5% | 0.295% | |
| 7/22/2024 | Horizons Wealth Management | 1,599 | $105K | 0.1% | -34.3% | 0.024% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 322,202 | $20.71M | 0.0% | -8.6% | 4.845% | |
| 7/19/2024 | Raymond James & Associates | 19,623 | $1.26M | 0.0% | -24.2% | 0.295% | |
| 7/19/2024 | World Equity Group Inc. | 19,854 | $1.28M | 0.4% | -1.3% | 0.299% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 5,868 | $377K | 0.0% | -66.3% | 0.088% | |
| 7/9/2024 | Mather Group LLC. | 125,140 | $8.25M | 0.1% | -11.4% | 1.882% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 3,072 | $193K | 0.0% | -37.4% | 0.044% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 334,427 | $22.06M | 0.1% | +18.8% | 4.778% | |
| 5/24/2024 | Cetera Investment Advisers | 334,955 | $22.09M | 0.1% | N/A | 4.785% | |
| 5/17/2024 | Comerica Bank | 9,877 | $651K | 0.0% | -2.6% | 0.141% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 3,690 | $243K | 0.0% | -6.3% | 0.053% | |
| 5/7/2024 | Significant Wealth Partners LLC | 4,402 | $290K | 0.2% | -14.9% | 0.063% | |
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| 5/2/2024 | Vantage Financial Partners LLC | 9,956 | $657K | 0.2% | -9.6% | 0.142% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 12,000 | $791K | 0.0% | -2.5% | 0.171% | |
| 4/30/2024 | Private Advisor Group LLC | 31,468 | $2.08M | 0.0% | -9.9% | 0.450% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 214,702 | $14.16M | 0.0% | -6.3% | 3.067% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,987 | $3.17M | 0.0% | -27.7% | 0.681% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 352,649 | $23.26M | 0.0% | -1.8% | 5.002% | |
| 4/17/2024 | Guidance Capital Inc. | 8,463 | $531K | 0.2% | -25.6% | 0.120% | |
| 4/16/2024 | Calton & Associates Inc. | 22,447 | $1.48M | 0.7% | -1.6% | 0.318% | |
| 4/15/2024 | Sound Income Strategies LLC | 1,169 | $77K | 0.0% | +349.6% | 0.017% | |
| 4/10/2024 | LexAurum Advisors LLC | 8,694 | $573K | 0.1% | -9.1% | 0.123% | |
| 4/9/2024 | Mather Group LLC. | 141,223 | $8.57M | 0.1% | -2.2% | 2.003% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 281,451 | $17.08M | 0.1% | +354.8% | 3.655% | |
| 2/12/2024 | Stifel Financial Corp | 184,850 | $11.22M | 0.0% | +8.2% | 2.401% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 4,625 | $281K | 0.0% | -11.1% | 0.060% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 66,390 | $4.03M | 0.0% | -15.8% | 0.862% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 4,907 | $298K | 0.0% | -55.5% | 0.064% | |
| 2/9/2024 | Keystone Financial Group | 107,941 | $6.55M | 1.1% | -47.1% | 1.402% | |
| 2/9/2024 | Wells Fargo & Company MN | 132,476 | $8.04M | 0.0% | -53.8% | 1.720% | |
| 2/9/2024 | UBS Group AG | 115,434 | $7.01M | 0.0% | -17.3% | 1.499% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 12,309 | $747K | 0.0% | -2.3% | 0.160% | |
| 2/7/2024 | Calton & Associates Inc. | 22,818 | $1.39M | 0.6% | N/A | 0.296% | |
| 2/6/2024 | Private Advisor Group LLC | 34,925 | $2.12M | 0.0% | -39.6% | 0.454% | |
| 2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 45,293 | $2.75M | 0.1% | -6.9% | 0.588% | |
| 2/5/2024 | Mather Group LLC. | 144,456 | $8.77M | 0.1% | -10.9% | 1.876% | |
| 2/5/2024 | Vantage Financial Partners LLC | 11,016 | $668K | 0.2% | -78.4% | 0.143% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 30,263 | $1.84M | 0.0% | -7.7% | 0.386% | |
| 2/1/2024 | Significant Wealth Partners LLC | 5,171 | $314K | 0.2% | N/A | 0.066% | |
| 1/31/2024 | Family Capital Management Inc. | 22,647 | $1.37M | 1.0% | -6.5% | 0.288% | |
| 1/25/2024 | International Assets Investment Management LLC | 46,269 | $2.81M | 0.0% | N/A | 0.582% | |
| 1/24/2024 | International Assets Investment Management LLC | 46,269 | $2.81M | 0.0% | N/A | 0.582% | |
| 1/19/2024 | Hibernia Wealth Partners LLC | 4,327 | $263K | 0.2% | -43.2% | 0.054% | |
| 1/19/2024 | Patriot Financial Group Insurance Agency LLC | 27,704 | $1.68M | 0.3% | -3.4% | 0.344% | |
| 1/18/2024 | Syntegra Private Wealth Group LLC | 9,729 | $590K | 0.1% | -5.5% | 0.121% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 359,128 | $21.79M | 0.0% | -1.8% | 4.461% | |
| 1/16/2024 | Raymond James & Associates | 32,429 | $1.97M | 0.0% | -53.5% | 0.403% | |
| 1/11/2024 | LexAurum Advisors LLC | 9,564 | $580K | 0.2% | -10.0% | 0.119% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 15,896 | $954K | 0.0% | +69.9% | 0.197% | |
| 1/8/2024 | Horizons Wealth Management | 2,432 | $148K | 0.1% | -85.8% | 0.030% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 528,587 | $31.14M | 5.9% | -5.6% | 5.653% | |
| 11/16/2023 | Creative Planning | 109,412 | $6.45M | 0.0% | -19.6% | 1.170% | |
| 11/16/2023 | Harbour Investments Inc. | 27,662 | $1.63M | 0.1% | -4.1% | 0.296% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 141,507 | $8.34M | 0.1% | -1.6% | 1.513% | |
| 11/14/2023 | Mather Group LLC. | 162,082 | $9.55M | 0.2% | -0.9% | 1.733% | |
| 11/14/2023 | Mutual Advisors LLC | 8,477 | $499K | 0.0% | -2.6% | 0.091% | |
| 11/13/2023 | Stifel Financial Corp | 170,875 | $10.07M | 0.0% | +2.8% | 1.828% | |
| 11/13/2023 | LPL Financial LLC | 611,004 | $36M | 0.0% | -9.9% | 6.535% | |
| 11/13/2023 | Kestra Advisory Services LLC | 7,899 | $465K | 0.0% | +2.6% | 0.084% | |
| 11/9/2023 | UBS Group AG | 139,552 | $8.22M | 0.0% | -14.7% | 1.493% | |
| 11/8/2023 | HighTower Advisors LLC | 9,676 | $568K | 0.0% | -64.6% | 0.103% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 12,593 | $742K | 0.0% | +4.0% | 0.135% | |
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| 11/8/2023 | Atria Wealth Solutions Inc. | 32,781 | $1.93M | 0.0% | -16.2% | 0.351% | |
| 11/6/2023 | Keystone Financial Group | 203,992 | $12.02M | 2.0% | -35.1% | 2.182% | |
| 11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 48,634 | $2.87M | 0.1% | +33.6% | 0.520% | |
| 11/4/2023 | NBC Securities Inc. | 1,160 | $68K | 0.0% | N/A | 0.012% | |
| 11/4/2023 | EverSource Wealth Advisors LLC | 11,025 | $650K | 0.1% | -16.1% | 0.118% | |
| 11/3/2023 | Private Advisor Group LLC | 57,776 | $3.40M | 0.0% | -63.0% | 0.618% | |
| 11/2/2023 | Vantage Financial Partners LLC | 50,938 | $3.00M | 1.2% | -53.9% | 0.545% | |
| 11/1/2023 | Money Concepts Capital Corp | 79,089 | $4.66M | 0.5% | -3.1% | 0.846% | |
| 10/30/2023 | Freedom Wealth Alliance LLC | 86,447 | $5.09M | 8.4% | -7.0% | 0.925% | |
| 10/26/2023 | Paul Damon & Associates Inc. | 24,210 | $1.43M | 0.9% | -1.2% | 0.259% | |
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