| 2/18/2025 | Retirement Planning Group LLC | 2,582,395 | $106.32M | 5.4% | +12.6% | 30.743% | |
| 2/17/2025 | Cetera Investment Advisers | 240,203 | $9.89M | 0.0% | +38.9% | 2.860% | |
| 2/17/2025 | Citadel Advisors LLC | 16,560 | $682K | 0.0% | N/A | 0.197% | |
| 2/17/2025 | Bank of America Corp DE | 405,159 | $16.68M | 0.0% | +200.5% | 4.823% | |
| 2/14/2025 | Jane Street Group LLC | 77,485 | $3.19M | 0.0% | N/A | 0.922% | |
| 2/14/2025 | MGO One Seven LLC | 5,833 | $240K | 0.0% | N/A | 0.069% | |
| 2/14/2025 | Stifel Financial Corp | 259,414 | $10.68M | 0.0% | +4,745.2% | 3.088% | |
| 2/13/2025 | Mariner LLC | 6,884 | $283K | 0.0% | +6.5% | 0.082% | |
| 2/13/2025 | Raymond James Financial Inc. | 359,010 | $14.78M | 0.0% | N/A | 4.274% | |
| 2/13/2025 | Faithward Advisors LLC | 8,847 | $364K | 0.1% | +81.0% | 0.105% | |
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| 2/13/2025 | Bank of Montreal Can | 820 | $34K | 0.0% | +74.5% | 0.010% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 382,382 | $15.74M | 0.0% | +13.2% | 4.552% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 11,864 | $488K | 0.0% | N/A | 0.141% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 225,841 | $9.30M | 1.8% | N/A | 2.689% | |
| 2/12/2025 | JPMorgan Chase & Co. | 8,454 | $348K | 0.0% | +21.7% | 0.101% | |
| 2/12/2025 | BG Investment Services Inc. | 16,354 | $673K | 0.7% | N/A | 0.195% | |
| 2/12/2025 | PKS Advisory Services LLC | 18,774 | $773K | 0.2% | N/A | 0.224% | |
| 2/11/2025 | LPL Financial LLC | 355,489 | $14.64M | 0.0% | +188.9% | 4.232% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,491 | $638K | 0.0% | +51.9% | 0.184% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,750,856 | $72.08M | 0.1% | +18.6% | 20.844% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 53,733 | $2.21M | 0.0% | +13.5% | 0.640% | |
| 2/10/2025 | Farther Finance Advisors LLC | 24,738 | $1.02M | 0.0% | +55.6% | 0.295% | |
| 2/7/2025 | HighTower Advisors LLC | 5,578 | $230K | 0.0% | N/A | 0.066% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 5,574 | $229K | 0.0% | N/A | 0.066% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 25,046 | $1.03M | 0.9% | N/A | 0.298% | |
| 2/7/2025 | Independent Advisor Alliance | 35,042 | $1.44M | 0.0% | N/A | 0.417% | |
| 2/7/2025 | Evergreen Private Wealth LLC | 116,658 | $4.80M | 2.3% | -0.3% | 1.389% | |
| 2/6/2025 | Raymond James Financial Inc. | 359,010 | $14.78M | 0.0% | N/A | 4.274% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,968 | $81K | 0.0% | +105.4% | 0.023% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 219,868 | $9.05M | 0.1% | -0.1% | 2.617% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,300 | $54K | 0.0% | N/A | 0.015% | |
| 2/4/2025 | Provident Wealth Management LLC | 153,841 | $6.33M | 2.1% | N/A | 1.831% | |
| 2/3/2025 | Parcion Private Wealth LLC | 491,316 | $20.23M | 1.5% | +4.7% | 5.849% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 10,816 | $445K | 0.0% | N/A | 0.129% | |
| 2/3/2025 | Private Advisor Group LLC | 6,016 | $248K | 0.0% | N/A | 0.072% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,051 | $208K | 0.0% | +2,340.1% | 0.060% | |
| 1/31/2025 | Kestra Investment Management LLC | 1,293 | $53K | 0.0% | N/A | 0.015% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 10,071 | $415K | 0.0% | +25.4% | 0.120% | |
| 1/31/2025 | Systelligence LLC | 394,093 | $16.23M | 4.0% | +38.8% | 4.692% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 7,961 | $328K | 0.0% | +17.8% | 0.095% | |
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| 1/30/2025 | Kuhn & Co Investment Counsel | 8,616 | $355K | 0.3% | +37.1% | 0.103% | |
| 1/30/2025 | Principal Securities Inc. | 1,810 | $75K | 0.0% | +88.7% | 0.022% | |
| 1/30/2025 | Roxbury Financial LLC | 20,041 | $895K | 0.9% | N/A | 0.239% | |
| 1/30/2025 | Trademark Financial Management LLC | 53,599 | $2.21M | 1.8% | +76.4% | 0.638% | |
| 1/29/2025 | Diversified Portfolios Inc. | 11,340 | $467K | 0.1% | N/A | 0.135% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 29,185 | $1.20M | 0.0% | +101.8% | 0.347% | |
| 1/28/2025 | Prairie Wealth Advisors Inc. | 5,255 | $216K | 0.1% | N/A | 0.063% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 7,336 | $302K | 0.0% | +10.0% | 0.087% | |
| 1/27/2025 | Stratos Investment Management LLC | 221,454 | $9.12M | 0.5% | +27.0% | 2.636% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 9,942 | $409K | 0.0% | N/A | 0.118% | |
| 1/24/2025 | Holistic Planning LLC | 5,965 | $246K | 0.1% | N/A | 0.071% | |
| 1/24/2025 | Sterling Manor Financial LLC | 200,027 | $8.24M | 5.7% | -0.5% | 2.381% | |
| 1/23/2025 | Fifth Third Securities Inc. | 28,166 | $1.16M | 0.1% | N/A | 0.335% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 5,032 | $207K | 0.0% | N/A | 0.060% | |
| 1/17/2025 | Cedar Point Capital Partners LLC | 18,322 | $754K | 0.5% | +9.1% | 0.218% | |
| 1/13/2025 | Eastern Bank | 4,345 | $179K | 0.0% | +115.7% | 0.052% | |
| 12/26/2024 | JPMorgan Chase & Co. | 6,948 | $288K | 0.0% | +10.5% | 0.083% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 689 | $29K | 0.0% | N/A | 0.008% | |
| 11/18/2024 | Rehmann Capital Advisory Group | 16,961 | $702K | 0.0% | -17.4% | 0.202% | |
| 11/13/2024 | FMR LLC | 1,842 | $76K | 0.0% | +126.6% | 0.022% | |
| 11/5/2024 | Systelligence LLC | 283,919 | $11.75M | 2.9% | N/A | 3.380% | |
| 10/31/2024 | Trademark Financial Management LLC | 30,385 | $1.26M | 1.0% | -13.9% | 0.362% | |
| 10/29/2024 | Cedar Point Capital Partners LLC | 16,793 | $695K | 0.5% | +6.1% | 0.200% | |
| 10/29/2024 | Farther Finance Advisors LLC | 15,898 | $658K | 0.0% | +32.7% | 0.189% | |
| 10/24/2024 | Sterling Manor Financial LLC | 201,041 | $8.32M | 5.6% | +6.9% | 2.393% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 6,760 | $280K | 0.0% | +7.4% | 0.080% | |
| 10/23/2024 | Parcion Private Wealth LLC | 469,066 | $19.42M | 1.6% | N/A | 5.584% | |
| 10/22/2024 | Eastern Bank | 2,014 | $83K | 0.0% | N/A | 0.024% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 1,476,600 | $61.13M | 0.1% | +25.2% | 17.579% | |
| 10/18/2024 | Stratos Investment Management LLC | 174,411 | $7.22M | 0.5% | +5.6% | 2.076% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 22,722 | $941K | 0.0% | +14.6% | 0.271% | |
| 10/10/2024 | Retirement Planning Group LLC | 2,294,135 | $94.98M | 5.2% | +8.4% | 27.311% | |
| 8/22/2024 | Cetera Investment Advisers | 164,160 | $6.19M | 0.0% | +1.0% | 1.954% | |
| 8/13/2024 | AE Wealth Management LLC | 38,314 | $1.44M | 0.0% | +17.5% | 0.456% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 6,292 | $237K | 0.0% | +17.4% | 0.075% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 300,425 | $11.32M | 0.0% | +30.8% | 3.576% | |
| 8/2/2024 | Birchcreek Wealth Management LLC | 8,567 | $323K | 0.2% | N/A | 0.102% | |
| 7/31/2024 | Farther Finance Advisors LLC | 11,984 | $449K | 0.0% | +883.1% | 0.143% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 1,178,938 | $44.42M | 0.1% | +12.8% | 14.035% | |
| 7/31/2024 | Trademark Financial Management LLC | 35,271 | $1.33M | 1.1% | +2.6% | 0.420% | |
| 7/26/2024 | Sterling Manor Financial LLC | 187,982 | $7.08M | 5.4% | N/A | 2.238% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 40,198 | $1.52M | 0.0% | +14.3% | 0.479% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 6,975 | $263K | 0.0% | N/A | 0.083% | |
| 7/16/2024 | Cedar Point Capital Partners LLC | 15,822 | $596K | 0.4% | +11.8% | 0.188% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 16,847 | $635K | 0.0% | +42.1% | 0.201% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 17,009 | $641K | 0.0% | +21.3% | 0.202% | |
| 7/13/2024 | Retirement Planning Group LLC | 2,116,506 | $79.75M | 5.1% | N/A | 25.197% | |
| 5/24/2024 | Cetera Advisors LLC | 37,795 | $1.47M | 0.0% | N/A | 0.450% | |
| 5/24/2024 | Cetera Investment Advisers | 162,545 | $6.32M | 0.0% | +96.2% | 1.935% | |
| 5/22/2024 | Cedar Point Capital Partners LLC | 14,157 | $550K | 0.4% | +8.6% | 0.169% | |
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| 5/15/2024 | Kestra Advisory Services LLC | 367,237 | $14.27M | 0.1% | +5.0% | 4.372% | |
| 5/10/2024 | Osaic Holdings Inc. | 195,339 | $7.59M | 0.0% | +45.6% | 2.325% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 41,072 | $1.60M | 0.0% | N/A | 0.489% | |
| 5/8/2024 | Trademark Financial Management LLC | 34,371 | $1.34M | 1.1% | +490.5% | 0.409% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 5,359 | $208K | 0.0% | N/A | 0.092% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,045,565 | $40.63M | 0.1% | +13.4% | 18.027% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 237,952 | $9.25M | 0.0% | N/A | 4.103% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 14,021 | $545K | 0.0% | -3.3% | 0.401% | |
| 4/15/2024 | Sound Income Strategies LLC | 5,210 | $202K | 0.0% | N/A | 0.149% | |
| 2/16/2024 | Clarity Asset Management Inc. | 11,520 | $417K | 0.3% | N/A | 0.329% | |
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