| 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% | |
| 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% | |
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| 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% | |
| 2/13/2024 | Trademark Financial Management LLC | 5,821 | $211K | 0.2% | N/A | 0.166% | |
| 2/9/2024 | Advisory Services Network LLC | 37,515 | $1.36M | 0.0% | +24.4% | 1.072% | |
| 2/6/2024 | Lincoln National Corp | 48,486 | $1.76M | 0.0% | +0.7% | 1.385% | |
| 2/6/2024 | Merit Financial Group LLC | 10,040 | $364K | 0.0% | +23.3% | 0.287% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 922,341 | $33.42M | 0.1% | +14.8% | 26.353% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 11,581 | $420K | 0.0% | N/A | 0.331% | |
| 2/3/2024 | Cedar Point Capital Partners LLC | 13,034 | $472K | 0.4% | N/A | 0.372% | |
| 1/25/2024 | International Assets Investment Management LLC | 11,666 | $423K | 0.0% | N/A | 0.333% | |
| 1/24/2024 | International Assets Investment Management LLC | 11,666 | $423K | 0.0% | N/A | 0.333% | |
| 11/16/2023 | Harbour Investments Inc. | 13,168 | $425K | 0.0% | +272.9% | 0.376% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 222,134 | $7.17M | 0.0% | -1.5% | 6.347% | |
| 11/13/2023 | Kestra Advisory Services LLC | 319,591 | $10.31M | 0.1% | +8.8% | 9.131% | |
| 11/6/2023 | Lincoln National Corp | 48,172 | $1.56M | 0.0% | -2.7% | 1.376% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 23,934 | $772K | 0.0% | -3.0% | 0.684% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 803,525 | $25.93M | 0.1% | +11.3% | 22.958% | |
| 10/11/2023 | AE Wealth Management LLC | 30,700 | $991K | 0.0% | +24.6% | 0.877% | |
| 8/23/2023 | Rehmann Capital Advisory Group | 32,025 | $1.07M | 0.1% | -11.7% | 0.915% | |
| 8/14/2023 | IFP Advisors Inc | 38,756 | $1.30M | 0.1% | -57.3% | 1.107% | |
| 8/11/2023 | Kestra Advisory Services LLC | 293,668 | $9.82M | 0.1% | +3.0% | 8.391% | |
| 8/10/2023 | Osaic Holdings Inc. | 190,540 | $6.37M | 0.0% | -5.3% | 5.604% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 721,864 | $24.14M | 0.0% | +8.7% | 21.231% | |
| 8/10/2023 | Cetera Investment Advisers | 35,583 | $1.19M | 0.0% | +7.8% | 1.047% | |
| 8/7/2023 | Lincoln National Corp | 49,529 | $1.66M | 0.0% | +9.1% | 1.457% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 225,418 | $7.54M | 0.0% | -1.5% | 6.630% | |
| 8/4/2023 | IFP Advisors Inc | 38,756 | $965K | 0.0% | -57.3% | 1.140% | |
| 7/31/2023 | LPL Financial LLC | 22,381 | $748K | 0.0% | +25.6% | 0.658% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 24,677 | $825K | 0.0% | +78.9% | 0.726% | |
| 7/10/2023 | AE Wealth Management LLC | 24,633 | $824K | 0.0% | +54.6% | 0.725% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 663,990 | $21.42M | 0.0% | +2.1% | 20.750% | |
| 5/8/2023 | Brown Advisory Inc. | 9,352 | $302K | 0.0% | -10.5% | 0.292% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 2,020 | $65K | 0.0% | N/A | 0.063% | |
| 4/18/2023 | IFP Advisors Inc | 90,658 | $2.26M | 0.1% | +15,477.0% | 2.833% | |
| 4/14/2023 | AE Wealth Management LLC | 15,933 | $514K | 0.0% | +37.1% | 0.498% | |
| 4/10/2023 | BMS Financial Advisors LLC | 19,612 | $633K | 0.4% | N/A | 0.613% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 196,006 | $6.14M | 0.0% | +48.4% | 6.534% | |
| 2/8/2023 | Lincoln National Corp | 45,177 | $1.42M | 0.0% | +2.6% | 1.506% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 650,090 | $20.37M | 0.0% | +61.0% | 21.670% | |
| 2/7/2023 | LPL Financial LLC | 27,061 | $848K | 0.0% | +2.7% | 0.902% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 220,247 | $6.90M | 0.0% | +38.7% | 7.342% | |
| 2/1/2023 | CWM LLC | 857 | $27K | 0.0% | N/A | 0.029% | |
| 1/31/2023 | Kestra Advisory Services LLC | 273,559 | $8.57M | 0.1% | +8.2% | 9.119% | |
| 1/31/2023 | AE Wealth Management LLC | 11,620 | $364K | 0.0% | N/A | 0.387% | |
| 1/13/2023 | Merit Financial Group LLC | 8,140 | $255K | 0.0% | N/A | 0.281% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 403,805 | $11.60M | 0.0% | +45.0% | 16.825% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 158,826 | $4.56M | 0.0% | +6.2% | 6.618% | |
| 11/4/2022 | Lincoln National Corp | 44,019 | $1.27M | 0.0% | +8.1% | 1.834% | |
| 11/1/2022 | Kestra Advisory Services LLC | 252,901 | $7.27M | 0.1% | +18.1% | 10.538% | |
| 10/17/2022 | BMS Financial Advisors LLC | 31,565 | $907K | 0.6% | N/A | 1.435% | |
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| 8/3/2022 | Envestnet Asset Management Inc. | 149,488 | $4.44M | 0.0% | +30.2% | 6.795% | |
| 8/2/2022 | Lincoln National Corp | 40,731 | $1.21M | 0.0% | +14.1% | 1.851% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 278,434 | $8.27M | 0.0% | -31.4% | 13.259% | |
| 5/11/2022 | BMS Financial Advisors LLC | 12,543 | $430K | 0.3% | N/A | 0.545% | |
| 5/9/2022 | Lincoln National Corp | 35,711 | $1.22M | 0.0% | +46.1% | 1.553% | |
| 5/9/2022 | Brown Advisory Inc. | 10,452 | $358K | 0.0% | N/A | 0.454% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 87,962 | $3.01M | 0.0% | +29.9% | 3.824% | |
| 5/4/2022 | Prospera Financial Services Inc | 1,015 | $35K | 0.0% | N/A | 0.044% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 405,712 | $13.89M | 0.0% | +92.6% | 17.640% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 114,854 | $3.93M | 0.0% | +86.5% | 4.994% | |
