| 11/20/2024 | Westside Investment Management Inc. | 61,117 | $1.90M | 0.4% | +39.1% | 0.430% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 3,217 | $100K | 0.0% | +257.4% | 0.023% | |
| 11/18/2024 | Sunbelt Securities Inc. | 154,616 | $4.80M | 0.5% | -17.4% | 1.089% | |
| 11/15/2024 | Continuum Advisory LLC | 9,570 | $301K | 0.0% | +167.3% | 0.067% | |
| 11/15/2024 | MML Investors Services LLC | 242,924 | $7.54M | 0.0% | +18.2% | 1.711% | |
| 11/15/2024 | Jane Street Group LLC | 306,785 | $9.53M | 0.0% | -31.0% | 2.160% | |
|
| 11/15/2024 | Stifel Financial Corp | 121,248 | $3.77M | 0.0% | +60.1% | 0.854% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 20,973 | $651K | 0.0% | N/A | 0.148% | |
| 11/15/2024 | HighTower Advisors LLC | 95,128 | $2.96M | 0.0% | +19.6% | 0.670% | |
| 11/15/2024 | Benjamin Edwards Inc. | 89,207 | $2.77M | 0.0% | N/A | 0.628% | |
| 11/14/2024 | Captrust Financial Advisors | 40,555 | $1.26M | 0.0% | +37.8% | 0.286% | |
| 11/14/2024 | CWS Financial Advisors LLC | 29,017 | $901K | 0.3% | +83.1% | 0.204% | |
| 11/13/2024 | D.A. Davidson & CO. | 195,553 | $6.07M | 0.1% | +9.5% | 1.377% | |
| 11/13/2024 | Private Trust Co. NA | 6,591 | $205K | 0.0% | +28.0% | 0.046% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 46,383 | $1.44M | 0.0% | +79.6% | 0.327% | |
| 11/12/2024 | CFS Investment Advisory Services LLC | 8,575 | $266K | 0.0% | N/A | 0.060% | |
| 11/8/2024 | Prospera Financial Services Inc | 25,031 | $777K | 0.0% | +30.1% | 0.176% | |
| 11/6/2024 | RIA Advisory Group LLC | 30,245 | $939K | 0.3% | N/A | 0.213% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 30,889 | $959K | 0.0% | +155.6% | 0.218% | |
| 11/5/2024 | First Heartland Consultants Inc. | 14,290 | $444K | 0.0% | +57.6% | 0.101% | |
| 11/5/2024 | Harbour Investments Inc. | 222,857 | $6.92M | 0.2% | +73.0% | 1.569% | |
| 11/4/2024 | tru Independence LLC | 7,085 | $220K | 0.1% | N/A | 0.050% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 4,539 | $141K | 0.0% | N/A | 0.032% | |
| 11/4/2024 | Tyler Stone Wealth Management | 10,240 | $318K | 0.1% | N/A | 0.072% | |
| 11/2/2024 | Mesirow Financial Investment Management Inc. | 21,015 | $653K | 0.0% | N/A | 0.148% | |
| 11/1/2024 | Carson Advisory Inc. | 11,553 | $359K | 0.2% | N/A | 0.081% | |
| 11/1/2024 | Holistic Planning LLC | 8,485 | $263K | 0.1% | N/A | 0.060% | |
| 11/1/2024 | Summit Global Investments | 6,744 | $209K | 0.0% | N/A | 0.047% | |
| 11/1/2024 | Smith Thornton Advisors LLC | 11,441 | $355K | 0.2% | N/A | 0.081% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 194,459 | $6.04M | 0.2% | -1.5% | 1.369% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 19,914 | $618K | 0.2% | +42.2% | 0.140% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 24,249 | $753K | 0.1% | +7.9% | 0.171% | |
| 10/29/2024 | Lodestone Wealth Management LLC | 9,309 | $289K | 0.1% | +26.5% | 0.066% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 60,998 | $1.89M | 0.1% | +0.7% | 0.430% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 63,631 | $1.98M | 0.0% | +28.8% | 0.448% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 58,004 | $1.80M | 0.2% | +53.1% | 0.408% | |
| 10/25/2024 | Financial Advocates Investment Management | 14,794 | $459K | 0.0% | +22.1% | 0.104% | |
| 10/25/2024 | Mutual Advisors LLC | 45,625 | $1.43M | 0.0% | +36.0% | 0.321% | |
| 10/25/2024 | Valmark Advisers Inc. | 23,072 | $716K | 0.0% | +1.6% | 0.162% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 8,181 | $254K | 0.1% | N/A | 0.058% | |
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| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 24,105 | $748K | 0.1% | N/A | 0.170% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,153,227 | $35.81M | 0.1% | +120.8% | 8.121% | |
| 10/23/2024 | Burford Brothers Inc. | 25,242 | $784K | 0.4% | N/A | 0.178% | |
| 10/23/2024 | Capital Management Associates Inc | 40,816 | $1.27M | 0.5% | N/A | 0.287% | |
| 10/23/2024 | Dakota Wealth Management | 28,123 | $877K | 0.0% | -11.7% | 0.198% | |
| 10/22/2024 | Private Advisor Group LLC | 263,295 | $8.18M | 0.1% | +300.1% | 1.854% | |
| 10/22/2024 | Tempus Wealth Planning LLC | 91,191 | $2.83M | 1.0% | +32.0% | 0.642% | |
| 10/18/2024 | AA Financial Advisors LLC | 58,758 | $1.82M | 0.5% | +15.4% | 0.414% | |
| 10/18/2024 | Seamount Financial Group Inc. | 45,599 | $1.42M | 1.1% | +85.3% | 0.321% | |
| 10/18/2024 | Clarity Wealth Advisors LLC | 39,545 | $1.23M | 0.4% | +229.2% | 0.278% | |
| 10/18/2024 | Raymond James & Associates | 491,605 | $15.26M | 0.0% | +2,489.3% | 3.462% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 468,632 | $14.55M | 0.7% | +19.7% | 3.300% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 19,897 | $618K | 0.0% | +88.2% | 0.140% | |
| 10/16/2024 | Bleakley Financial Group LLC | 20,654 | $641K | 0.0% | +21.5% | 0.145% | |
| 10/15/2024 | Keystone Wealth Services LLC | 22,344 | $694K | 0.2% | N/A | 0.157% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 28,848 | $896K | 0.1% | +129.5% | 0.203% | |
| 10/10/2024 | Johnson Bixby & Associates LLC | 96,645 | $3.00M | 0.5% | +53.8% | 0.681% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 45,648 | $1.42M | 0.1% | +175.0% | 0.321% | |
| 10/10/2024 | McNamara Financial Services Inc. | 17,086 | $531K | 0.1% | +43.8% | 0.120% | |
| 10/9/2024 | LongView Wealth Management | 72,120 | $2.24M | 0.7% | +153.2% | 0.508% | |
| 10/9/2024 | Davies Financial Advisors Inc. | 58,126 | $1.81M | 1.6% | +49.7% | 0.409% | |
| 10/8/2024 | CWM LLC | 49,104 | $1.53M | 0.0% | +24.8% | 0.346% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 8,073 | $251K | 0.0% | -4.1% | 0.057% | |
| 10/8/2024 | Advance Capital Management Inc. | 2,094,775 | $65.04M | 2.9% | +3.8% | 14.752% | |
| 8/22/2024 | Cetera Investment Advisers | 400,367 | $11.90M | 0.0% | N/A | 2.819% | |
| 8/16/2024 | Sunbelt Securities Inc. | 187,153 | $5.56M | 0.6% | +9.3% | 1.318% | |
| 8/16/2024 | Rockport Wealth LLC | 138,349 | $4.11M | 1.7% | +42.7% | 0.974% | |
| 8/14/2024 | Bridgewealth Advisory Group LLC | 11,740 | $349K | 0.2% | +49.7% | 0.083% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 48,359 | $1.44M | 0.0% | -12.9% | 0.341% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 4,153 | $123K | 0.1% | +153.9% | 0.029% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,154,454 | $34.32M | 0.0% | +1,230.0% | 8.130% | |
| 8/8/2024 | LPL Financial LLC | 1,448,597 | $43.07M | 0.0% | +377.5% | 10.201% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 36,336 | $1.08M | 0.0% | N/A | 0.256% | |
| 8/5/2024 | Private Advisor Group LLC | 65,811 | $1.96M | 0.0% | +257.8% | 0.463% | |
| 8/2/2024 | Founders Financial Securities LLC | 76,693 | $2.28M | 0.2% | +16.3% | 0.540% | |
| 8/1/2024 | D.A. Davidson & CO. | 178,632 | $5.31M | 0.0% | +27.4% | 1.258% | |
| 8/1/2024 | Valmark Advisers Inc. | 22,702 | $675K | 0.0% | +22.5% | 0.160% | |
| 7/31/2024 | WR Wealth Planners LLC | 125,992 | $3.75M | 1.1% | -0.8% | 0.887% | |
| 7/31/2024 | CWS Financial Advisors LLC | 15,845 | $471K | 0.2% | +77.2% | 0.112% | |
| 7/31/2024 | Taylor Financial Group Inc. | 71,624 | $2.13M | 1.6% | +9.5% | 0.504% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 60,570 | $1.80M | 0.1% | +4.8% | 0.427% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 707,515 | $21.03M | 0.0% | -1.8% | 4.983% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 197,479 | $5.87M | 0.2% | N/A | 1.391% | |
| 7/31/2024 | Rothschild Investment LLC | 3,155 | $94K | 0.0% | N/A | 0.022% | |
| 7/30/2024 | Davies Financial Advisors Inc. | 38,838 | $1.16M | 1.1% | N/A | 0.274% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 22,477 | $668K | 0.1% | +40.5% | 0.158% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 86,153 | $2.56M | 0.1% | +539.7% | 0.607% | |
| 7/26/2024 | Harbour Investments Inc. | 128,842 | $3.83M | 0.1% | +71.7% | 0.907% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 679,132 | $20.19M | 0.1% | +37.5% | 4.783% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 12,084 | $359K | 0.0% | N/A | 0.085% | |
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| 7/25/2024 | First Heartland Consultants Inc. | 9,067 | $270K | 0.0% | N/A | 0.064% | |
| 7/25/2024 | Tempus Wealth Planning LLC | 69,071 | $2.05M | 0.9% | +89.1% | 0.486% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 37,880 | $1.13M | 0.1% | N/A | 0.267% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 16,597 | $496K | 0.0% | +6,210.6% | 0.117% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 900 | $27K | 0.0% | N/A | 0.006% | |
| 7/22/2024 | LongView Wealth Management | 28,484 | $847K | 0.3% | +61.9% | 0.201% | |
| 7/22/2024 | Dakota Wealth Management | 31,854 | $951K | 0.0% | +42.7% | 0.224% | |
| 7/19/2024 | Johnson Bixby & Associates LLC | 62,846 | $1.87M | 0.3% | +101.4% | 0.443% | |
| 7/17/2024 | Westside Investment Management Inc. | 43,930 | $1.31M | 0.3% | +60.7% | 0.309% | |
| 7/17/2024 | High Net Worth Advisory Group LLC | 13,625 | $405K | 0.1% | N/A | 0.096% | |
