| 11/20/2024 | Virtu Financial LLC | 20,235 | $582K | 0.0% | N/A | 0.219% | |
| 11/15/2024 | MML Investors Services LLC | 25,355 | $729K | 0.0% | -7.4% | 0.274% | |
| 11/15/2024 | Stifel Financial Corp | 283,117 | $8.14M | 0.0% | -27.1% | 3.061% | |
| 11/15/2024 | HighTower Advisors LLC | 458,375 | $13.17M | 0.0% | -29.3% | 4.955% | |
| 11/14/2024 | Encompass More Asset Management | 113,530 | $3.26M | 1.2% | N/A | 1.227% | |
| 11/13/2024 | Avestar Capital LLC | 68,507 | $1.97M | 0.2% | +2.0% | 0.741% | |
|
| 11/12/2024 | Pitcairn Co. | 1,924,157 | $59.02M | 3.5% | -1.7% | 20.802% | |
| 11/7/2024 | TrinityPoint Wealth LLC | 39,367 | $1.13M | 0.2% | -1.0% | 0.426% | |
| 11/6/2024 | Lifeworks Advisors LLC | 12,150 | $349K | 0.1% | N/A | 0.131% | |
| 11/6/2024 | Black Swift Group LLC | 98,867 | $2.84M | 0.6% | -13.8% | 1.069% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 73,438 | $2.11M | 0.2% | +9.9% | 0.794% | |
| 10/31/2024 | Financial Services Advisory Inc | 181,388 | $5.21M | 1.3% | -1.4% | 1.961% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 7,652 | $220K | 0.0% | +8.5% | 0.083% | |
| 10/28/2024 | Stephens Inc. AR | 14,135 | $406K | 0.0% | -13.1% | 0.153% | |
| 10/28/2024 | Petra Financial Advisors Inc. | 59,914 | $1.72M | 1.1% | +1.2% | 0.648% | |
| 10/23/2024 | BKM Wealth Management LLC | 8,956 | $257K | 0.1% | +28.9% | 0.097% | |
| 10/23/2024 | Burke & Herbert Bank & Trust Co. | 20,165 | $580K | 0.1% | -27.8% | 0.218% | |
| 10/18/2024 | Stratos Investment Management LLC | 189,348 | $5.44M | 0.4% | -17.8% | 2.047% | |
| 10/15/2024 | Occidental Asset Management LLC | 100,073 | $2.88M | 0.5% | -49.2% | 1.082% | |
| 10/9/2024 | UMB Bank n.a. | 68,189 | $1.96M | 0.0% | -9.4% | 0.737% | |
| 8/15/2024 | Oliver Lagore Vanvalin Investment Group | 15,511 | $448K | 0.1% | -52.7% | 0.168% | |
| 8/15/2024 | Toronto Dominion Bank | 1,087 | $31K | 0.0% | N/A | 0.012% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 104,767 | $3.03M | 0.0% | +7.4% | 1.133% | |
| 7/30/2024 | WBI Investments LLC | 257,533 | $7.45M | 1.8% | -24.1% | 2.784% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 66,834 | $1.93M | 0.2% | +4.9% | 0.723% | |
| 7/25/2024 | Rooted Wealth Advisors Inc. | 22,151 | $642K | 0.3% | -4.4% | 0.239% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 156,236 | $4.52M | 0.0% | +3.3% | 1.689% | |
| 7/22/2024 | Capital Advisory Group Advisory Services LLC | 82,543 | $2.39M | 1.0% | +32.7% | 0.892% | |
| 7/19/2024 | Pasadena Private Wealth LLC | 302,533 | $8.75M | 2.0% | -7.1% | 3.271% | |
| 7/19/2024 | MBL Wealth LLC | 82,644 | $2.39M | 0.3% | -5.7% | 0.893% | |
| 7/19/2024 | Petra Financial Advisors Inc. | 59,199 | $1.71M | 1.2% | -3.5% | 0.640% | |
| 7/17/2024 | Narus Financial Partners LLC | 7,535 | $218K | 0.1% | -59.6% | 0.081% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 27,915 | $807K | 0.2% | N/A | 0.302% | |
| 7/15/2024 | Occidental Asset Management LLC | 197,021 | $5.70M | 1.0% | N/A | 2.130% | |
| 5/14/2024 | Pitcairn Co. | 1,778,939 | $50.34M | 3.3% | +2.9% | 19.232% | |
| 5/7/2024 | NTV Asset Management LLC | 59,635 | $1.69M | 0.3% | -24.3% | 0.645% | |
| 5/4/2024 | WBI Investments LLC | 339,148 | $9.60M | 2.0% | -21.2% | 3.811% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 17,355 | $491K | 0.0% | N/A | 0.195% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 97,534 | $2.76M | 0.0% | +34.2% | 1.096% | |
| 4/23/2024 | IRON Financial LLC | 13,864 | $392K | 0.2% | -11.5% | 0.156% | |
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| 4/23/2024 | Nations Financial Group Inc. IA ADV | 63,730 | $1.80M | 0.2% | +5.0% | 0.716% | |
| 4/23/2024 | Petra Financial Advisors Inc. | 61,334 | $1.74M | 1.3% | -5.5% | 0.689% | |
| 4/22/2024 | MBL Wealth LLC | 87,656 | $2.48M | 0.3% | -52.0% | 0.985% | |
| 4/22/2024 | Accordant Advisory Group Inc | 4,220 | $119K | 0.1% | N/A | 0.047% | |
| 4/18/2024 | Narus Financial Partners LLC | 18,631 | $527K | 0.2% | -45.4% | 0.209% | |
| 4/16/2024 | Pasadena Private Wealth LLC | 325,535 | $9.21M | 2.1% | +9.7% | 17.133% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 234,668 | $6.64M | 0.2% | +15.5% | 12.351% | |
| 4/5/2024 | Summit Financial Group Inc. | 41,465 | $1.17M | 0.4% | -5.3% | 2.182% | |
| 2/26/2024 | Virtu Financial LLC | 22,022 | $612K | 0.0% | N/A | 1.159% | |
| 2/14/2024 | Pitcairn Co. | 1,728,473 | $48.06M | 3.7% | -2.5% | 90.972% | |
| 2/12/2024 | Avestar Capital LLC | 67,661 | $1.88M | 0.2% | -8.3% | 3.561% | |
| 2/12/2024 | Stifel Financial Corp | 275,583 | $7.66M | 0.0% | +273.6% | 14.504% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 60,684 | $1.69M | 0.2% | +7.9% | 3.194% | |
| 2/9/2024 | WBI Investments LLC | 430,548 | $11.97M | 2.4% | -8.7% | 22.660% | |
| 2/8/2024 | TrinityPoint Wealth LLC | 42,989 | $1.20M | 0.2% | -0.9% | 2.263% | |
| 2/8/2024 | WT Wealth Management | 59,404 | $1.65M | 0.7% | -26.2% | 3.127% | |
| 2/7/2024 | Rooted Wealth Advisors Inc. | 22,176 | $616K | 0.3% | -8.5% | 1.167% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 203,102 | $5.65M | 0.2% | +1.8% | 10.690% | |
| 2/6/2024 | NTV Asset Management LLC | 78,775 | $2.19M | 0.4% | -20.8% | 4.146% | |
| 2/6/2024 | Ifrah Financial Services Inc. | 118,482 | $3.29M | 1.0% | +1.1% | 6.236% | |
| 2/6/2024 | Smart Money Group LLC | 97,136 | $2.70M | 1.2% | -6.0% | 5.112% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 98,560 | $2.74M | 0.1% | +94.1% | 5.187% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 136,327 | $3.79M | 0.0% | -59.9% | 7.175% | |
| 1/31/2024 | Oliver Lagore Vanvalin Investment Group | 50,857 | $1.41M | 0.5% | N/A | 2.677% | |
| 1/29/2024 | Petra Financial Advisors Inc. | 64,874 | $1.80M | 1.5% | -2.0% | 3.414% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 26,029 | $724K | 0.0% | -6.9% | 1.370% | |
| 1/25/2024 | Narus Financial Partners LLC | 34,153 | $950K | 0.5% | -64.6% | 1.798% | |
| 1/25/2024 | International Assets Investment Management LLC | 16,183 | $450K | 0.0% | N/A | 0.852% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 16,518 | $459K | 0.0% | -11.3% | 0.869% | |
| 1/24/2024 | Stratos Investment Management LLC | 168,264 | $4.68M | 0.6% | +80.0% | 8.856% | |
| 1/24/2024 | International Assets Investment Management LLC | 16,183 | $450K | 0.0% | N/A | 0.852% | |
| 1/19/2024 | IRON Financial LLC | 15,669 | $436K | 0.2% | +30.5% | 0.825% | |
| 1/18/2024 | MBL Wealth LLC | 182,497 | $5.07M | 0.6% | -20.3% | 9.605% | |
| 1/12/2024 | Summit Financial Group Inc. | 43,765 | $1.22M | 0.5% | -3.7% | 2.303% | |
| 1/12/2024 | Empirical Asset Management LLC | 51,563 | $1.43M | 1.2% | -2.2% | 2.714% | |
| 1/11/2024 | BKM Wealth Management LLC | 3,807 | $106K | 0.0% | N/A | 0.200% | |
| 1/11/2024 | Pasadena Private Wealth LLC | 296,621 | $8.25M | 2.0% | +9.1% | 15.612% | |
| 1/11/2024 | BKM Wealth Management LLC | 3,807 | $106K | 0.0% | N/A | 0.200% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 8,619 | $240K | 0.0% | -24.7% | 0.454% | |
| 12/4/2023 | WT Wealth Management | 80,491 | $2.39M | 1.0% | +7.5% | 4.236% | |
| 11/21/2023 | Rooted Wealth Advisors Inc. | 24,242 | $695K | 0.4% | +16.5% | 1.276% | |
| 11/13/2023 | Jaffetilchin Investment Partners LLC | 21,820 | $648K | 0.1% | -36.1% | 1.148% | |
| 11/13/2023 | Stifel Financial Corp | 73,769 | $2.19M | 0.0% | N/A | 3.883% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,556 | $224K | 0.0% | N/A | 0.398% | |
| 11/9/2023 | Loomis Sayles & Co. L P | 1,952 | $58K | 0.0% | -85.0% | 0.103% | |
| 11/9/2023 | WBI Investments Inc. | 471,746 | $14.01M | 2.8% | +1.6% | 24.829% | |
| 11/8/2023 | HighTower Advisors LLC | 668,954 | $19.87M | 0.0% | +3.5% | 35.208% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 13,168 | $391K | 0.0% | +14.4% | 0.693% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 339,904 | $10.09M | 0.1% | +2,397.3% | 17.890% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 50,779 | $1.51M | 0.0% | -47.5% | 2.673% | |
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| 11/6/2023 | Ifrah Financial Services Inc. | 117,212 | $3.48M | 1.1% | +1.2% | 6.169% | |
| 11/6/2023 | NTV Asset Management LLC | 99,470 | $2.95M | 0.5% | -7.7% | 5.235% | |
| 10/31/2023 | IRON Financial LLC | 12,006 | $356K | 0.2% | +47.8% | 0.632% | |
| 10/31/2023 | Wolff Wiese Magana LLC | 7,724 | $229K | 0.2% | +12.1% | 0.407% | |
| 10/30/2023 | Narus Financial Partners LLC | 96,343 | $2.86M | 1.5% | +4.5% | 5.071% | |
| 10/24/2023 | Fundamentum LLC | 93,483 | $2.78M | 0.4% | +3.3% | 4.920% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 87,587 | $2.60M | 0.0% | +1.4% | 4.610% | |
| 10/20/2023 | Avestar Capital LLC | 73,784 | $2.19M | 0.3% | +7.7% | 3.883% | |
| 10/18/2023 | Capital Advisory Group Advisory Services LLC | 32,168 | $955K | 0.5% | +33.6% | 1.693% | |
| 10/17/2023 | Summit Financial Group Inc. | 45,465 | $1.35M | 0.6% | -24.8% | 2.393% | |
