| 11/18/2024 | JDM Financial Group LLC | 183,000 | $20.05M | 10.9% | +9,856.5% | 0.773% | |
| 11/15/2024 | Wills Financial Group Inc. | 2,543 | $279K | 0.1% | -16.2% | 0.011% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 2,018,483 | $221.15M | 2.7% | +13.3% | 8.528% | |
| 11/15/2024 | HighTower Advisors LLC | 3,150 | $345K | 0.0% | -7.4% | 0.013% | |
| 11/14/2024 | Flow Traders U.S. LLC | 3,115 | $341K | 0.0% | -86.1% | 0.013% | |
| 11/13/2024 | FMR LLC | 4,022 | $441K | 0.0% | +13.8% | 0.017% | |
|
| 11/12/2024 | GM Advisory Group LLC | 213,021 | $23.34M | 1.4% | -3.9% | 0.900% | |
| 11/8/2024 | First Horizon Advisors Inc. | 410 | $45K | 0.0% | -23.8% | 0.002% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 7,488 | $820K | 0.0% | +74.1% | 0.032% | |
| 10/28/2024 | Wealth Forward LLC | 16,652 | $1.82M | 1.3% | +43.6% | 0.070% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 47,373 | $5.19M | 0.0% | +1.9% | 0.200% | |
| 10/22/2024 | David Kennon Inc | 17,193 | $1.88M | 0.7% | +3.5% | 0.073% | |
| 10/22/2024 | Symphony Financial Ltd. Co. | 5,806 | $634K | 0.1% | N/A | 0.025% | |
| 10/18/2024 | KMG Fiduciary Partners LLC | 58,105 | $6.37M | 0.5% | +362.4% | 0.245% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 796,520 | $87.27M | 16.8% | +4.1% | 3.365% | |
| 10/15/2024 | Zhang Financial LLC | 197,270 | $21.61M | 1.4% | -0.7% | 0.833% | |
| 10/7/2024 | RPOA Advisors Inc. | 13,114,389 | $1.44B | 38.2% | -1.7% | 55.405% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 117,624 | $12.89M | 3.7% | +17.1% | 0.497% | |
| 10/5/2024 | Collective Family Office LLC | 10,975 | $1.20M | 0.3% | -2.2% | 0.046% | |
| 8/22/2024 | Cetera Investment Advisers | 12,518 | $1.30M | 0.0% | +30.5% | 0.053% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,620 | $1.93M | 0.0% | +1,284.4% | 0.079% | |
| 8/14/2024 | Clear Point Advisors Inc. | 1,981 | $206K | 0.2% | +33.9% | 0.008% | |
| 8/13/2024 | GM Advisory Group LLC | 221,590 | $23.00M | 1.5% | N/A | 0.936% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 6,087 | $632K | 0.0% | +84.6% | 0.026% | |
| 8/7/2024 | MGO One Seven LLC | 142,877 | $14.83M | 0.7% | N/A | 0.604% | |
| 8/6/2024 | Fiducient Advisors LLC | 2,495 | $259K | 0.0% | N/A | 0.011% | |
| 8/2/2024 | WealthBridge Capital Management LLC | 100,480 | $10.43M | 3.4% | +6.3% | 0.425% | |
| 8/1/2024 | Retirement Income Solutions Inc | 8,311 | $863K | 0.2% | -12.8% | 0.035% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 4,302 | $446K | 0.0% | +71.9% | 0.018% | |
| 7/30/2024 | Pinnacle Wealth Management LLC | 5,818 | $604K | 0.8% | +3.6% | 0.025% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,114,268 | $115.64M | 0.0% | -14.8% | 4.708% | |
| 7/25/2024 | David Kennon Inc | 16,619 | $1.73M | 0.7% | +10.9% | 0.070% | |
| 7/24/2024 | Herold Advisors Inc. | 11,855 | $1.23M | 0.3% | +76.5% | 0.050% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 9,575 | $994K | 0.0% | +1.2% | 0.040% | |
| 7/20/2024 | Zhang Financial LLC | 198,681 | $20.62M | 1.4% | -0.6% | 0.839% | |
| 7/19/2024 | Wealth Forward LLC | 11,593 | $1.20M | 0.9% | -2.7% | 0.049% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 2,812 | $292K | 0.1% | +32.7% | 0.012% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 46,484 | $4.82M | 0.0% | +2,043.1% | 0.196% | |
| 7/13/2024 | RPOA Advisors Inc. | 13,336,894 | $1.38B | 39.3% | -2.4% | 56.345% | |
| 5/17/2024 | Clear Point Advisors Inc. | 1,479 | $148K | 0.1% | +2,981.3% | 0.006% | |
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| 5/14/2024 | Sentinel Pension Advisors Inc. | 756,982 | $75.55M | 16.2% | +0.4% | 3.198% | |
| 5/10/2024 | Osaic Holdings Inc. | 144,994 | $14.47M | 0.0% | +11.5% | 0.613% | |
| 5/8/2024 | Wealth Forward LLC | 11,912 | $1.19M | 0.9% | +1.2% | 0.050% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 94,547 | $9.44M | 3.2% | +23.6% | 0.403% | |
| 4/25/2024 | Bank of New York Mellon Corp | 1,307,508 | $130.49M | 0.0% | +4.0% | 5.576% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 2,635 | $263K | 0.0% | N/A | 0.011% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 2,119 | $211K | 0.1% | -29.3% | 0.010% | |
| 4/9/2024 | Collective Family Office LLC | 11,223 | $1.12M | 0.4% | +287.0% | 0.052% | |
| 4/5/2024 | Compass Wealth Management LLC | 1,422 | $142K | 0.0% | -25.7% | 0.007% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 1,200 | $108K | 0.0% | N/A | 0.006% | |
| 2/21/2024 | Wealth Forward LLC | 11,765 | $1.06M | 0.9% | N/A | 0.054% | |
| 2/7/2024 | Principal Securities Inc. | 4,423 | $400K | 0.0% | N/A | 0.020% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 8,560 | $774K | 0.0% | +17.5% | 0.040% | |
| 1/31/2024 | Zhang Financial LLC | 199,943 | $18.08M | 1.6% | +2.8% | 0.924% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 1,243 | $112K | 0.0% | -11.8% | 0.006% | |
| 1/26/2024 | Keener Financial Planning LLC | 2,278 | $206K | 0.2% | N/A | 0.011% | |
| 1/24/2024 | Advisors Preferred LLC | 60,043 | $5.39M | 0.9% | +164.6% | 0.278% | |
| 1/24/2024 | Pinnacle Wealth Management LLC | 5,603 | $507K | 0.6% | -53.5% | 0.026% | |
| 1/18/2024 | Blue Trust Inc. | 7,141 | $646K | 0.0% | N/A | 0.033% | |
| 1/18/2024 | WealthCare Investment Partners LLC | 2,997 | $270K | 0.1% | N/A | 0.014% | |
| 1/9/2024 | Collective Family Office LLC | 2,900 | $262K | 0.1% | N/A | 0.013% | |
| 1/4/2024 | Compass Wealth Management LLC | 1,915 | $173K | 0.0% | N/A | 0.009% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 918,450 | $74.39M | 1.3% | +3.0% | 4.246% | |
| 11/13/2023 | Kestra Advisory Services LLC | 34,901 | $2.83M | 0.0% | +93.3% | 0.161% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 7,285 | $590K | 0.0% | +59.9% | 0.034% | |
| 11/8/2023 | WealthBridge Capital Management LLC | 61,138 | $4.95M | 2.0% | +10.6% | 0.283% | |
| 11/7/2023 | Advisors Preferred LLC | 22,693 | $1.84M | 0.6% | N/A | 0.105% | |
| 10/24/2023 | Bank of New York Mellon Corp | 1,197,779 | $97.02M | 0.0% | -38.8% | 5.538% | |
| 10/24/2023 | Raymond James & Associates | 6,267 | $508K | 0.0% | +3.5% | 0.029% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 3,069 | $249K | 0.0% | N/A | 0.014% | |
| 10/23/2023 | Sentinel Pension Advisors Inc. | 712,305 | $57.70M | 14.1% | -1.3% | 3.293% | |
| 10/11/2023 | Zhang Financial LLC | 194,533 | $15.78M | 1.6% | +0.7% | 0.899% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 1,410 | $114K | 0.0% | -17.5% | 0.007% | |
| 8/11/2023 | Kestra Advisory Services LLC | 18,055 | $1.51M | 0.0% | N/A | 0.083% | |
| 8/10/2023 | GeoWealth Management LLC | 302 | $25K | 0.0% | N/A | 0.001% | |
| 8/10/2023 | Pinnacle Wealth Management LLC | 12,734 | $1.06M | 1.1% | N/A | 0.059% | |
| 8/9/2023 | Flow Traders U.S. LLC | 73,387 | $6.12M | 0.3% | +967.4% | 0.339% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 4,555 | $380K | 0.0% | +9.6% | 0.020% | |
| 8/3/2023 | Bank of New York Mellon Corp | 1,957,454 | $163.17M | 0.0% | -9.3% | 8.635% | |
| 8/1/2023 | WealthBridge Capital Management LLC | 55,273 | $4.61M | 1.8% | +1.1% | 0.244% | |
| 7/31/2023 | LPL Financial LLC | 36,048 | $3.01M | 0.0% | +5.8% | 0.159% | |
| 7/28/2023 | Retirement Income Solutions Inc | 9,587 | $799K | 0.2% | -22.5% | 0.042% | |
| 7/25/2023 | Raymond James & Associates | 6,057 | $505K | 0.0% | -31.9% | 0.027% | |
| 7/20/2023 | Exchange Traded Concepts LLC | 519,632 | $43.32M | 1.1% | N/A | 2.292% | |
| 7/19/2023 | Foundations Investment Advisors LLC | 10,775 | $898K | 0.0% | N/A | 0.048% | |
| 7/18/2023 | Zhang Financial LLC | 193,201 | $16.09M | 1.7% | -5.9% | 0.852% | |
| 7/18/2023 | Sentinel Pension Advisors Inc. | 721,431 | $60.14M | 14.6% | +1.6% | 3.182% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 2,722 | $207K | 0.0% | N/A | 0.012% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 8,413 | $641K | 0.0% | +2.0% | 0.037% | |
| 5/11/2023 | WealthBridge Capital Management LLC | 54,659 | $4.16M | 1.7% | +1.4% | 0.241% | |
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| 5/11/2023 | Zhang Financial LLC | 205,368 | $15.64M | 1.8% | -29.0% | 0.906% | |
| 5/9/2023 | Bank of New York Mellon Corp | 2,158,148 | $164.34M | 0.0% | -5.1% | 9.520% | |
| 5/5/2023 | Retirement Income Solutions Inc | 12,366 | $942K | 0.3% | -29.7% | 0.177% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 864,225 | $65.81M | 1.4% | +21.2% | 12.399% | |
| 4/28/2023 | Sentinel Pension Advisors Inc. | 710,269 | $53.77M | 13.6% | +7.1% | 10.190% | |
| 4/19/2023 | Herold Advisors Inc. | 6,715 | $511K | 0.2% | -20.5% | 0.096% | |
| 4/14/2023 | Raymond James & Associates | 8,891 | $677K | 0.0% | N/A | 0.128% | |
| 2/15/2023 | Fort Point Capital Partners LLC | 12,003 | $841K | 0.1% | -1.6% | 0.172% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 713,252 | $50.00M | 1.4% | +3.2% | 10.233% | |
| 2/8/2023 | Retirement Income Solutions Inc | 17,591 | $1.23M | 0.4% | -38.7% | 0.252% | |
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