| 2/18/2025 | GTS Securities LLC | 14,306 | $706K | 0.0% | +232.9% | 0.260% | |
| 2/17/2025 | Citizens Business Bank | 128,886 | $6.36M | 1.2% | +35.8% | 2.343% | |
| 2/17/2025 | Cetera Investment Advisers | 52,388 | $2.59M | 0.0% | +13.0% | 0.953% | |
| 2/14/2025 | Jane Street Group LLC | 41,685 | $2.06M | 0.0% | +48.5% | 0.758% | |
| 2/14/2025 | MGO One Seven LLC | 13,600 | $671K | 0.0% | +67.9% | 0.247% | |
| 2/13/2025 | Guggenheim Capital LLC | 57,315 | $2.83M | 0.0% | +248.7% | 1.042% | |
| 2/13/2025 | Mariner LLC | 47,146 | $2.33M | 0.0% | +11.7% | 0.857% | |
| 2/13/2025 | Entruity Wealth LLC | 21,587 | $1.07M | 1.1% | N/A | 0.392% | |
| 2/13/2025 | Townsquare Capital LLC | 9,067 | $448K | 0.0% | +12.0% | 0.165% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 28,000 | $1.38M | 0.0% | +40.0% | 0.509% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 5,914 | $292K | 0.0% | -67.8% | 0.108% | |
| 2/12/2025 | OLD Mission Capital LLC | 41,897 | $2.07M | 0.0% | N/A | 0.762% | |
| 2/11/2025 | LPL Financial LLC | 760,481 | $37.55M | 0.0% | +1.1% | 13.827% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 19,584 | $967K | 0.0% | +8.9% | 0.356% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,477 | $320K | 0.0% | +3.7% | 0.118% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,000 | $296K | 0.0% | N/A | 0.109% | |
| 2/7/2025 | HighTower Advisors LLC | 20,773 | $1.03M | 0.0% | +32.4% | 0.378% | |
| 2/7/2025 | Guild Investment Management Inc. | 6,000 | $296K | 0.3% | N/A | 0.109% | |
| 2/7/2025 | New Insight Wealth Advisors | 27,102 | $1.34M | 0.7% | +6.8% | 0.493% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,368 | $265K | 0.0% | +5.3% | 0.098% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 20,040 | $989K | 0.4% | +46.9% | 0.364% | |
| 2/4/2025 | Integral Investment Advisors Inc. | 25,547 | $1.26M | 0.4% | -3.2% | 0.464% | |
| 2/3/2025 | Private Advisor Group LLC | 5,106 | $252K | 0.0% | +22.2% | 0.093% | |
| 1/30/2025 | Allworth Financial LP | 1,380 | $68K | 0.0% | -47.4% | 0.025% | |
| 1/24/2025 | Catalina Capital Group LLC | 23,530 | $1.16M | 0.4% | -1.0% | 0.424% | |
| 1/23/2025 | TriaGen Wealth Management LLC | 10,927 | $539K | 0.2% | -8.8% | 0.197% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 7,222 | $357K | 0.0% | N/A | 0.130% | |
| 1/21/2025 | Southland Equity Partners LLC | 43,345 | $2.14M | 0.5% | -39.5% | 0.781% | |
| 1/17/2025 | Mutual Advisors LLC | 21,613 | $1.06M | 0.0% | +4.7% | 0.389% | |
| 1/17/2025 | Magnus Financial Group LLC | 31,286 | $1.55M | 0.1% | +3.3% | 0.564% | |
| 1/17/2025 | Atomi Financial Group Inc. | 35,264 | $1.74M | 0.1% | N/A | 0.635% | |
| 1/15/2025 | Channel Wealth LLC | 38,320 | $1.89M | 0.6% | +3.1% | 0.690% | |
| 1/15/2025 | Towerpoint Wealth LLC | 8,216 | $406K | 0.2% | -4.9% | 0.148% | |
| 1/14/2025 | Ignite Planners LLC | 46,136 | $2.28M | 0.5% | +47.4% | 0.831% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 1,909,177 | $94.26M | 1.9% | +6.4% | 34.400% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,470 | $124K | 0.0% | N/A | 0.047% | |
| 11/19/2024 | Citizens Business Bank | 94,928 | $4.76M | 1.0% | -3.0% | 1.808% | |
| 11/15/2024 | Jane Street Group LLC | 28,074 | $1.41M | 0.0% | +24.1% | 0.535% | |
| 11/15/2024 | HighTower Advisors LLC | 15,688 | $788K | 0.0% | +9.0% | 0.299% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 20,000 | $1.00M | 0.0% | N/A | 0.381% | |
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| 11/14/2024 | CreativeOne Wealth LLC | 5,543 | $278K | 0.0% | N/A | 0.106% | |
| 11/13/2024 | Townsquare Capital LLC | 8,094 | $406K | 0.0% | N/A | 0.154% | |
| 11/12/2024 | Flagstar Advisors Inc. | 4,755 | $239K | 0.1% | -75.7% | 0.091% | |
| 11/12/2024 | Running Point Capital Advisors LLC | 31,348 | $1.57M | 0.6% | +0.8% | 0.597% | |
| 10/30/2024 | Catalina Capital Group LLC | 23,774 | $1.19M | 0.4% | -10.1% | 0.457% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 13,639 | $684K | 0.3% | +5.2% | 0.262% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,606 | $331K | 0.0% | +37.0% | 0.127% | |
| 10/23/2024 | Allworth Financial LP | 2,622 | $132K | 0.0% | -30.2% | 0.050% | |
| 10/15/2024 | Magnus Financial Group LLC | 30,285 | $1.52M | 0.2% | +4.1% | 0.588% | |
| 10/10/2024 | Johnson Bixby & Associates LLC | 4,033 | $202K | 0.0% | N/A | 0.078% | |
| 10/8/2024 | Blue Zone Wealth Advisors LLC | 14,787 | $742K | 0.2% | N/A | 0.287% | |
| 10/8/2024 | Ignite Planners LLC | 31,303 | $1.57M | 0.4% | +1.1% | 0.608% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 1,795,137 | $90.08M | 2.1% | +4.5% | 34.857% | |
| 8/22/2024 | Cetera Investment Advisers | 42,826 | $2.12M | 0.0% | +17.4% | 0.865% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 6,526 | $323K | 0.0% | +4.0% | 0.132% | |
| 8/8/2024 | LPL Financial LLC | 664,470 | $32.91M | 0.0% | +14.2% | 13.424% | |
| 8/2/2024 | Larson Financial Group LLC | 900 | $45K | 0.0% | N/A | 0.018% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,395 | $911K | 0.0% | +5.6% | 0.372% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 23,297 | $1.15M | 0.4% | +7.1% | 0.471% | |
| 7/30/2024 | International Assets Investment Management LLC | 700 | $35K | 0.0% | N/A | 0.014% | |
| 7/26/2024 | Harbour Investments Inc. | 6,708 | $332K | 0.0% | +7.5% | 0.136% | |
| 7/24/2024 | Catalina Capital Group LLC | 26,450 | $1.31M | 0.5% | -17.1% | 0.534% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 1,717,241 | $85.04M | 2.1% | +29.1% | 34.692% | |
| 7/12/2024 | Ignite Planners LLC | 30,971 | $1.53M | 0.4% | N/A | 0.632% | |
| 7/12/2024 | Southland Equity Partners LLC | 71,344 | $3.53M | 1.0% | +27.0% | 1.456% | |
| 5/24/2024 | Cetera Investment Advisers | 36,476 | $1.81M | 0.0% | +34.3% | 0.829% | |
| 5/9/2024 | New Insight Wealth Advisors | 19,623 | $974K | 0.6% | +62.2% | 0.446% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,930 | $245K | 0.0% | N/A | 0.112% | |
| 5/3/2024 | Catalina Capital Group LLC | 31,914 | $1.59M | 0.7% | -5.3% | 0.725% | |
| 5/2/2024 | Mutual Advisors LLC | 29,550 | $1.47M | 0.0% | +2.1% | 0.672% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 17,426 | $865K | 0.0% | +79.4% | 0.396% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 8,071 | $401K | 0.2% | -39.9% | 0.183% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 4,033 | $200K | 0.0% | N/A | 0.092% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 1,330,261 | $66.05M | 1.7% | +30.7% | 30.233% | |
| 4/18/2024 | Citizens Business Bank | 89,884 | $4.46M | 0.9% | -21.3% | 2.043% | |
| 4/16/2024 | Towerpoint Wealth LLC | 8,661 | $430K | 0.2% | +37.3% | 0.197% | |
| 4/12/2024 | Southland Equity Partners LLC | 56,171 | $2.79M | 0.8% | +24.6% | 1.277% | |
| 3/19/2024 | Warren Street Wealth Advisors LLC | 9,418 | $470K | 0.3% | -9.0% | 0.219% | |
| 2/28/2024 | EP Wealth Advisors LLC | 6,165 | $308K | 0.0% | N/A | 0.143% | |
| 2/6/2024 | Private Advisor Group LLC | 4,100 | $205K | 0.0% | N/A | 0.095% | |
| 2/5/2024 | Citizens Business Bank | 114,249 | $5.70M | 1.3% | +27.5% | 2.657% | |
| 1/29/2024 | Signature Estate & Investment Advisors LLC | 4,011 | $200K | 0.0% | N/A | 0.093% | |
| 1/25/2024 | International Assets Investment Management LLC | 34,937 | $1.74M | 0.0% | N/A | 0.812% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 6,357 | $317K | 0.0% | -32.0% | 0.148% | |
| 1/24/2024 | Allworth Financial LP | 14,564 | $727K | 0.0% | -9.5% | 0.339% | |
| 1/24/2024 | International Assets Investment Management LLC | 34,937 | $1.74M | 0.0% | N/A | 0.812% | |
| 1/23/2024 | Towerpoint Wealth LLC | 6,308 | $315K | 0.2% | -4.0% | 0.147% | |
| 1/23/2024 | TriaGen Wealth Management LLC | 12,370 | $617K | 0.3% | +3.7% | 0.288% | |
| 1/22/2024 | Miracle Mile Advisors LLC | 1,017,719 | $50.79M | 1.4% | +83.0% | 23.668% | |
| 1/19/2024 | Flagstar Advisors Inc. | 19,304 | $963K | 0.3% | +13.8% | 0.449% | |
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| 1/17/2024 | Twin Peaks Wealth Advisors LLC | 13,435 | $671K | 0.4% | N/A | 0.312% | |
| 1/12/2024 | Mutual Advisors LLC | 28,930 | $1.44M | 0.1% | +21.4% | 0.673% | |
| 1/12/2024 | Advisor Resource Council | 4,261 | $213K | 0.0% | N/A | 0.099% | |
| 1/11/2024 | Cypress Wealth Services LLC | 4,250 | $212K | 0.1% | N/A | 0.120% | |
| 1/9/2024 | Southland Equity Partners LLC | 45,092 | $2.25M | 0.7% | +6.5% | 1.270% | |
| 11/14/2023 | Mutual Advisors LLC | 23,840 | $1.13M | 0.0% | -10.9% | 0.757% | |
| 11/13/2023 | Mariner LLC | 34,310 | $1.62M | 0.0% | -0.7% | 1.089% | |
| 11/13/2023 | LPL Financial LLC | 429,522 | $20.29M | 0.0% | +22.8% | 13.636% | |
| 11/13/2023 | Kestra Advisory Services LLC | 6,034 | $285K | 0.0% | +13.7% | 0.192% | |
| 11/8/2023 | HighTower Advisors LLC | 20,056 | $947K | 0.0% | -4.4% | 0.637% | |
