| 11/15/2024 | Glen Eagle Advisors LLC | 557,655 | $24.06M | 4.1% | +4.0% | 1.314% | |
| 11/15/2024 | Jane Street Group LLC | 44,445 | $1.92M | 0.0% | -12.9% | 0.105% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,173,146 | $50.62M | 0.6% | +1.8% | 2.764% | |
| 11/14/2024 | Flow Traders U.S. LLC | 33,996 | $1.47M | 0.1% | -50.3% | 0.080% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 304,778 | $13.15M | 0.0% | -23.6% | 0.718% | |
| 11/12/2024 | GM Advisory Group LLC | 326,600 | $14.09M | 0.8% | +148.0% | 0.769% | |
|
| 11/8/2024 | Second Half Financial Partners LLC | 15,073 | $650K | 0.3% | N/A | 0.036% | |
| 11/8/2024 | BIP Wealth LLC | 8,928 | $385K | 0.0% | N/A | 0.021% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 544,353 | $23.49M | 0.3% | -8.2% | 1.282% | |
| 11/5/2024 | First Heartland Consultants Inc. | 153,864 | $6.64M | 0.7% | -27.6% | 0.362% | |
| 11/5/2024 | Total Investment Management Inc. | 1,531,517 | $66.09M | 7.4% | +2.3% | 3.608% | |
| 10/31/2024 | Advisor Resource Council | 6,171 | $266K | 0.1% | N/A | 0.015% | |
| 10/30/2024 | United Advisor Group LLC | 12,074 | $521K | 0.1% | -23.0% | 0.028% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 32,874 | $1.42M | 0.2% | +5.1% | 0.077% | |
| 10/23/2024 | CENTRAL TRUST Co | 467,241 | $20.16M | 0.5% | +31.9% | 1.101% | |
| 10/23/2024 | Tanager Wealth Management LLP | 581,070 | $25.07M | 3.4% | +10.3% | 1.369% | |
| 10/22/2024 | Symphony Financial Ltd. Co. | 14,221 | $616K | 0.1% | N/A | 0.034% | |
| 10/22/2024 | Maripau Wealth Management LLC | 41,806 | $1.80M | 1.6% | +143.4% | 0.098% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 297,855 | $12.85M | 2.5% | +5.9% | 0.702% | |
| 10/15/2024 | Zhang Financial LLC | 31,432 | $1.36M | 0.1% | -11.4% | 0.074% | |
| 10/8/2024 | Brookstone Capital Management | 2,915,269 | $125.79M | 1.9% | N/A | 6.868% | |
| 10/8/2024 | Park Place Capital Corp | 1,461 | $63K | 0.0% | N/A | 0.003% | |
| 10/7/2024 | RPOA Advisors Inc. | 27,895,847 | $1.20B | 32.0% | +4.0% | 65.715% | |
| 9/5/2024 | Sanctuary Advisors LLC | 13,082 | $533K | 0.0% | N/A | 0.031% | |
| 8/16/2024 | Second Line Capital LLC | 87,165 | $3.61M | 1.1% | +10.5% | 0.205% | |
| 8/13/2024 | GM Advisory Group LLC | 131,679 | $5.45M | 0.4% | N/A | 0.310% | |
| 8/12/2024 | Waterloo Capital L.P. | 42,190 | $1.75M | 0.2% | -11.6% | 0.099% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 6,190 | $256K | 0.0% | N/A | 0.015% | |
| 8/7/2024 | Total Investment Management Inc. | 1,496,788 | $62.00M | 8.2% | +0.8% | 3.526% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 592,774 | $24.55M | 0.4% | -7.4% | 1.396% | |
| 7/31/2024 | Nilsine Partners LLC | 82,129 | $3.40M | 0.5% | +2.6% | 0.193% | |
| 7/26/2024 | Bank of New York Mellon Corp | 3,564,004 | $147.62M | 0.0% | -13.6% | 8.396% | |
| 7/25/2024 | First Heartland Consultants Inc. | 212,476 | $8.80M | 0.6% | +3.7% | 0.501% | |
| 7/25/2024 | Tanager Wealth Management LLP | 526,915 | $21.83M | 3.2% | +9.8% | 1.241% | |
| 7/24/2024 | Advisory Resource Group | 200,184 | $8.29M | 1.9% | -5.0% | 0.472% | |
| 7/20/2024 | Zhang Financial LLC | 35,472 | $1.47M | 0.1% | -13.3% | 0.084% | |
| 7/15/2024 | Fifth Third Securities Inc. | 16,782 | $695K | 0.1% | +168.1% | 0.040% | |
| 7/13/2024 | RPOA Advisors Inc. | 26,812,446 | $1.11B | 31.5% | +3.8% | 63.162% | |
| 5/22/2024 | Second Line Capital LLC | 78,867 | $3.30M | 1.1% | +10.8% | 0.186% | |
| 5/17/2024 | Advisory Resource Group | 210,747 | $8.82M | 2.0% | +1.6% | 0.496% | |
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| 5/14/2024 | Sentinel Pension Advisors Inc. | 1,161,010 | $48.61M | 10.4% | +5.5% | 2.735% | |
| 5/10/2024 | Osaic Holdings Inc. | 241,990 | $10.13M | 0.0% | +142.3% | 0.570% | |
| 5/6/2024 | Advisory Services Network LLC | 69,763 | $2.92M | 0.1% | +2.0% | 0.164% | |
| 5/1/2024 | Tanager Wealth Management LLP | 479,909 | $20.09M | 3.2% | +21.0% | 1.119% | |
| 4/25/2024 | Bank of New York Mellon Corp | 4,124,723 | $172.70M | 0.0% | +23.5% | 9.615% | |
| 4/24/2024 | Zhang Financial LLC | 40,908 | $1.71M | 0.1% | -6.0% | 0.095% | |
| 4/24/2024 | CENTRAL TRUST Co | 317,786 | $13.31M | 0.3% | +13.1% | 0.741% | |
| 4/22/2024 | Nilsine Partners LLC | 80,041 | $3.35M | 0.5% | -25.5% | 0.187% | |
| 4/16/2024 | Total Investment Management Inc. | 1,484,472 | $62.16M | 7.8% | +0.1% | 13.374% | |
| 4/10/2024 | Legacy Private Trust Co. | 5,528 | $231K | 0.0% | +10.0% | 0.050% | |
| 2/14/2024 | Waterloo Capital L.P. | 44,305 | $1.88M | 0.3% | -1.5% | 0.399% | |
| 2/9/2024 | Advisory Services Network LLC | 68,420 | $2.91M | 0.1% | +31.3% | 0.616% | |
| 2/8/2024 | First Heartland Consultants Inc. | 173,754 | $7.38M | 0.9% | +3.2% | 1.565% | |
| 2/7/2024 | Principal Securities Inc. | 2,056 | $87K | 0.0% | N/A | 0.019% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 22,253 | $946K | 0.1% | +17.7% | 0.200% | |
| 2/2/2024 | Total Investment Management Inc. | 1,482,835 | $63.01M | 8.0% | +1.8% | 13.359% | |
| 1/31/2024 | Tanager Wealth Management LLP | 396,690 | $16.89M | 3.1% | +17.2% | 3.574% | |
| 1/31/2024 | Zhang Financial LLC | 43,502 | $1.85M | 0.2% | -20.6% | 0.392% | |
| 1/26/2024 | Keener Financial Planning LLC | 4,024 | $171K | 0.1% | N/A | 0.036% | |
| 1/24/2024 | CENTRAL TRUST Co | 281,066 | $11.94M | 0.3% | +27.6% | 2.532% | |
| 1/24/2024 | Nilsine Partners LLC | 107,405 | $4.56M | 0.7% | +4.2% | 0.968% | |
| 1/11/2024 | Advisory Resource Group | 207,334 | $8.81M | 2.2% | -1.8% | 1.868% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 25,887 | $1.09M | 0.0% | -1.1% | 0.233% | |
| 1/10/2024 | Sound Income Strategies LLC | 1,766 | $75K | 0.0% | N/A | 0.016% | |
| 1/4/2024 | Compass Wealth Management LLC | 4,690 | $199K | 0.1% | N/A | 0.042% | |
| 12/5/2023 | Advisory Resource Group | 211,117 | $8.51M | 2.3% | +0.1% | 1.902% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 18,912 | $762K | 0.1% | N/A | 0.170% | |
| 11/16/2023 | Atticus Wealth Management LLC | 1,365 | $55K | 0.0% | N/A | 0.012% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 320,848 | $12.93M | 0.2% | +7.2% | 2.891% | |
| 11/9/2023 | First Heartland Consultants Inc. | 168,437 | $6.79M | 0.8% | N/A | 1.517% | |
| 11/8/2023 | Aptus Capital Advisors LLC | 652,443 | $26.29M | 0.7% | N/A | 5.878% | |
| 11/8/2023 | Tanager Wealth Management LLP | 338,598 | $13.64M | 2.8% | +210.7% | 3.050% | |
| 11/8/2023 | Pillar Wealth Advisors LLC | 10,700 | $431K | 0.4% | -53.4% | 0.096% | |
| 11/1/2023 | Nilsine Partners LLC | 103,108 | $4.16M | 0.6% | N/A | 0.929% | |
| 10/30/2023 | RFP Financial Group LLC | 2,898 | $117K | 0.1% | N/A | 0.026% | |
| 10/26/2023 | CENTRAL TRUST Co | 220,277 | $8.88M | 0.3% | +62.1% | 1.984% | |
| 10/26/2023 | Fiduciary Planning LLC | 124,728 | $5.03M | 2.4% | N/A | 1.124% | |
| 10/24/2023 | Total Investment Management Inc. | 1,457,019 | $58.71M | 8.4% | +51.6% | 13.126% | |
| 10/24/2023 | Bank of New York Mellon Corp | 3,902,913 | $157.27M | 0.0% | +2.9% | 35.161% | |
| 10/23/2023 | Sentinel Pension Advisors Inc. | 1,295,452 | $52.20M | 12.7% | +13.7% | 11.671% | |
| 10/11/2023 | Legacy Private Trust Co. | 11,756 | $474K | 0.0% | N/A | 0.106% | |
| 10/11/2023 | Zhang Financial LLC | 54,791 | $2.21M | 0.2% | -20.5% | 0.494% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 26,177 | $1.06M | 0.0% | -1.6% | 0.236% | |
| 8/14/2023 | Stadion Money Management LLC | 1,090,021 | $45.78M | 3.0% | +3.1% | 9.820% | |
| 8/4/2023 | Pillar Wealth Advisors LLC | 22,950 | $964K | 0.8% | N/A | 0.226% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 26,608 | $1.12M | 0.1% | +124.3% | 0.262% | |
| 8/3/2023 | Tanager Wealth Management LLP | 108,982 | $4.58M | 1.0% | +39.5% | 1.074% | |
| 8/3/2023 | Bank of New York Mellon Corp | 3,791,487 | $159.24M | 0.0% | +3.7% | 37.355% | |
| 8/2/2023 | Bank of Montreal Can | 1,370 | $58K | 0.0% | N/A | 0.013% | |
| 7/31/2023 | LPL Financial LLC | 69,185 | $2.91M | 0.0% | +87.7% | 0.682% | |
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| 7/26/2023 | CENTRAL TRUST Co | 135,913 | $5.71M | 0.2% | +8.7% | 1.339% | |
| 7/26/2023 | Red Cedar Investment Management LLC | 21,337 | $896K | 0.1% | N/A | 0.210% | |
| 7/20/2023 | Exchange Traded Concepts LLC | 486,627 | $20.44M | 0.5% | N/A | 4.794% | |
| 7/19/2023 | Foundations Investment Advisors LLC | 7,540 | $317K | 0.0% | N/A | 0.074% | |
| 7/18/2023 | Zhang Financial LLC | 68,944 | $2.90M | 0.3% | -7.9% | 0.679% | |
| 7/18/2023 | Sentinel Pension Advisors Inc. | 1,139,247 | $47.85M | 11.6% | +3.4% | 11.224% | |
| 7/11/2023 | Advisory Resource Group | 210,861 | $8.86M | 2.4% | -7.7% | 2.077% | |
| 7/6/2023 | Total Investment Management Inc. | 961,224 | $40.37M | 5.2% | +4.4% | 9.470% | |
| 5/15/2023 | Stadion Money Management LLC | 1,057,359 | $45.19M | 3.6% | +149.2% | 10.417% | |
| 5/11/2023 | Zhang Financial LLC | 74,824 | $3.20M | 0.4% | -35.2% | 0.737% | |
