| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,251 | $2.18M | 0.0% | +6.0% | 0.545% | |
| 2/25/2025 | Integrated Advisors Network LLC | 4,270 | $342K | 0.0% | N/A | 0.085% | |
| 2/18/2025 | JT Stratford LLC | 17,663 | $1.41M | 0.2% | N/A | 0.353% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 794 | $64K | 0.0% | N/A | 0.016% | |
| 2/17/2025 | Cetera Investment Advisers | 51,121 | $4.09M | 0.0% | +24.6% | 1.022% | |
| 2/17/2025 | Baird Financial Group Inc. | 8,350 | $668K | 0.0% | +9.4% | 0.167% | |
| 2/17/2025 | Benjamin Edwards Inc. | 66,740 | $5.34M | 0.1% | -4.3% | 1.335% | |
| 2/14/2025 | Comerica Bank | 11,365 | $909K | 0.0% | +13.0% | 0.227% | |
| 2/14/2025 | IHT Wealth Management LLC | 3,319 | $265K | 0.0% | N/A | 0.066% | |
| 2/14/2025 | Stifel Financial Corp | 33,851 | $2.71M | 0.0% | -14.9% | 0.677% | |
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| 2/13/2025 | NewEdge Advisors LLC | 209,796 | $16.78M | 0.1% | -1.6% | 4.196% | |
| 2/13/2025 | Mariner LLC | 5,600 | $448K | 0.0% | -2.8% | 0.112% | |
| 2/13/2025 | Raymond James Financial Inc. | 177,072 | $14.17M | 0.0% | N/A | 3.541% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,346 | $1.07M | 0.0% | +44.7% | 0.267% | |
| 2/13/2025 | KCM Investment Advisors LLC | 38,381 | $3.07M | 0.1% | +1.8% | 0.768% | |
| 2/13/2025 | Wells Fargo & Company MN | 575,026 | $46.00M | 0.0% | -8.0% | 11.501% | |
| 2/12/2025 | World Investment Advisors | 7,830 | $626K | 0.0% | N/A | 0.157% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 12,012 | $961K | 0.2% | N/A | 0.240% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,153 | $172K | 0.0% | -29.0% | 0.043% | |
| 2/11/2025 | LPL Financial LLC | 569,446 | $45.56M | 0.0% | +11.9% | 11.389% | |
| 2/10/2025 | Harbour Investments Inc. | 3,231 | $258K | 0.0% | +14.1% | 0.065% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,418 | $2.11M | 0.0% | +39.2% | 0.528% | |
| 2/7/2025 | Independent Advisor Alliance | 2,863 | $229K | 0.0% | N/A | 0.057% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 482 | $39K | 0.0% | -55.1% | 0.010% | |
| 2/6/2025 | Raymond James Financial Inc. | 177,072 | $14.17M | 0.0% | N/A | 3.541% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,143 | $251K | 0.0% | +78.3% | 0.063% | |
| 2/5/2025 | Brueske Advisory Services LLC | 14,310 | $1.15M | 1.0% | N/A | 0.286% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 2,602 | $208K | 0.0% | N/A | 0.052% | |
| 2/3/2025 | Sigma Planning Corp | 6,236 | $499K | 0.0% | -2.6% | 0.125% | |
| 2/3/2025 | Element Wealth LLC | 5,320 | $426K | 0.2% | -2.7% | 0.106% | |
| 2/3/2025 | Private Advisor Group LLC | 44,669 | $3.57M | 0.0% | -1.4% | 0.893% | |
| 1/31/2025 | Global Retirement Partners LLC | 22,113 | $1.77M | 0.1% | +10.9% | 0.447% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 29,205 | $2.34M | 0.0% | -5.4% | 0.590% | |
| 1/31/2025 | D.A. Davidson & CO. | 4,942 | $395K | 0.0% | -42.4% | 0.100% | |
| 1/31/2025 | Truist Financial Corp | 2,816 | $225K | 0.0% | N/A | 0.057% | |
| 1/30/2025 | Allworth Financial LP | 625 | $53K | 0.0% | +23.8% | 0.013% | |
| 1/30/2025 | G&S Capital LLC | 11,838 | $947K | 0.4% | N/A | 0.239% | |
| 1/29/2025 | BostonPremier Wealth LLC | 4,693 | $375K | 0.2% | N/A | 0.099% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 81,655 | $6.53M | 0.1% | -9.7% | 1.719% | |
| 1/27/2025 | Financial Advocates Investment Management | 3,563 | $285K | 0.0% | +5.7% | 0.075% | |
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| 1/27/2025 | Stratos Wealth Partners LTD. | 6,046 | $484K | 0.0% | -13.3% | 0.127% | |
| 1/24/2025 | Sylvest Advisors LLC | 15,603 | $1.25M | 0.8% | N/A | 0.332% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 8,523 | $682K | 0.3% | N/A | 0.181% | |
| 1/23/2025 | Synergy Asset Management LLC | 754 | $60K | 0.0% | N/A | 0.016% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 3,561 | $285K | 0.1% | +6.2% | 0.076% | |
| 1/21/2025 | PCG Wealth Advisors LLC | 22,311 | $1.79M | 0.7% | +6.8% | 0.475% | |
| 1/21/2025 | Black Point Wealth Management | 9,231 | $738K | 0.9% | -2.1% | 0.196% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 46,492 | $3.72M | 0.0% | +375.4% | 0.989% | |
| 1/16/2025 | Purus Wealth Management LLC | 7,411 | $593K | 0.2% | -21.0% | 0.158% | |
| 1/16/2025 | Wealth Management Partners LLC | 35,924 | $2.87M | 1.2% | +0.6% | 0.764% | |
| 1/14/2025 | ARS Wealth Advisors Group LLC | 8,096 | $648K | 0.1% | -14.0% | 0.172% | |
| 1/14/2025 | Clarus Wealth Advisors | 9,060 | $727K | 0.4% | -2.1% | 0.193% | |
| 11/25/2024 | Sanctuary Advisors LLC | 2,725 | $238K | 0.0% | -42.3% | 0.061% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 2,650 | $210K | 0.0% | N/A | 0.060% | |
| 11/15/2024 | MML Investors Services LLC | 8,641 | $688K | 0.0% | -24.2% | 0.194% | |
| 11/15/2024 | Jane Street Group LLC | 4,783 | $381K | 0.0% | N/A | 0.107% | |
| 11/15/2024 | Stifel Financial Corp | 39,769 | $3.17M | 0.0% | +190.5% | 0.894% | |
| 11/15/2024 | Benjamin Edwards Inc. | 69,721 | $5.56M | 0.1% | N/A | 1.567% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 90,431 | $7.20M | 0.2% | +107.2% | 2.032% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 8,474 | $675K | 0.0% | -2.4% | 0.190% | |
| 11/6/2024 | KCM Investment Advisors LLC | 37,693 | $3.00M | 0.1% | -2.6% | 0.847% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 2,989 | $238K | 0.0% | -4.6% | 0.067% | |
| 11/5/2024 | Harbour Investments Inc. | 2,831 | $225K | 0.0% | -10.5% | 0.064% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 3,054 | $243K | 0.0% | N/A | 0.069% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 9,780 | $779K | 0.0% | -12.1% | 0.220% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 3,352 | $267K | 0.1% | +4.4% | 0.075% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 25,712 | $2.05M | 0.0% | +12.6% | 0.578% | |
| 10/22/2024 | Private Advisor Group LLC | 45,293 | $3.61M | 0.0% | -0.5% | 1.018% | |
| 10/21/2024 | Venture Visionary Partners LLC | 2,800 | $223K | 0.0% | -6.7% | 0.063% | |
| 10/19/2024 | Black Point Wealth Management | 9,427 | $751K | 0.9% | -1.4% | 0.212% | |
| 10/18/2024 | Raymond James & Associates | 44,833 | $3.57M | 0.0% | -2.5% | 1.007% | |
| 10/16/2024 | Global Retirement Partners LLC | 19,934 | $1.59M | 0.0% | -1.5% | 0.448% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 2,820 | $225K | 0.0% | -24.2% | 0.048% | |
| 10/8/2024 | CWM LLC | 2,144 | $171K | 0.0% | -31.8% | 0.047% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,724 | $338K | 0.0% | N/A | 0.105% | |
| 8/22/2024 | Cetera Investment Advisers | 73,195 | $5.39M | 0.0% | +2.3% | 1.627% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 3,210 | $236K | 0.1% | N/A | 0.071% | |
| 8/16/2024 | NewEdge Advisors LLC | 163,256 | $12.01M | 0.1% | +0.1% | 3.628% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 26,077 | $1.92M | 0.0% | -61.0% | 0.579% | |
| 8/8/2024 | Zions Bancorporation N.A. | 1,800 | $132K | 0.0% | N/A | 0.040% | |
| 8/8/2024 | LPL Financial LLC | 521,590 | $38.38M | 0.0% | +8.4% | 11.591% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 39,504 | $2.91M | 0.0% | -0.8% | 0.878% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 5,670 | $417K | 0.0% | N/A | 0.126% | |
| 7/30/2024 | WMG Financial Advisors LLC | 4,183 | $308K | 0.2% | -6.1% | 0.093% | |
| 7/26/2024 | Harbour Investments Inc. | 3,162 | $233K | 0.0% | -14.0% | 0.070% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 81,232 | $5.98M | 0.0% | +514.0% | 1.805% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 31,364 | $2.31M | 0.0% | -6.3% | 0.697% | |
| 7/19/2024 | Raymond James & Associates | 45,986 | $3.38M | 0.0% | +248.3% | 1.022% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 22,844 | $1.68M | 0.0% | -1.9% | 0.508% | |
| 7/16/2024 | PCG Wealth Advisors LLC | 21,574 | $1.59M | 0.7% | -22.1% | 0.479% | |
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| 7/11/2024 | Clarus Wealth Advisors | 9,167 | $671K | 0.4% | +1.8% | 0.204% | |
| 7/10/2024 | Dominguez Wealth Management Solutions Inc. | 7,940 | $584K | 0.4% | -4.7% | 0.176% | |
| 5/24/2024 | Cetera Advisors LLC | 44,098 | $3.33M | 0.0% | N/A | 0.969% | |
| 5/24/2024 | Cetera Investment Advisers | 71,556 | $5.41M | 0.0% | +24.0% | 1.573% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 4,605 | $348K | 0.0% | N/A | 0.101% | |
| 5/17/2024 | Comerica Bank | 10,150 | $767K | 0.0% | -4.2% | 0.223% | |
| 5/17/2024 | Clear Point Advisors Inc. | 5,190 | $392K | 0.3% | -2.6% | 0.114% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 43,931 | $3.32M | 0.1% | +6.2% | 0.966% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 3,400 | $257K | 0.0% | -50.7% | 0.075% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 3,122 | $236K | 0.0% | -7.7% | 0.069% | |
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