| 11/18/2024 | Hobbs Group Advisors LLC | 4,589 | $520K | 0.2% | -2.2% | 0.046% | |
| 11/15/2024 | Cape Cod Five Cents Savings Bank | 272,567 | $30.88M | 2.9% | -4.3% | 2.753% | |
| 11/15/2024 | MML Investors Services LLC | 9,048 | $1.03M | 0.0% | -5.0% | 0.091% | |
| 11/15/2024 | Jane Street Group LLC | 24,365 | $2.76M | 0.0% | N/A | 0.246% | |
| 11/15/2024 | Stifel Financial Corp | 23,974 | $2.72M | 0.0% | -8.0% | 0.242% | |
| 11/15/2024 | IHT Wealth Management LLC | 32,055 | $3.63M | 0.1% | +17.8% | 0.324% | |
|
| 11/15/2024 | Integrated Wealth Concepts LLC | 3,762 | $426K | 0.0% | -5.6% | 0.038% | |
| 11/15/2024 | HighTower Advisors LLC | 8,294 | $942K | 0.0% | +29.1% | 0.084% | |
| 11/14/2024 | Captrust Financial Advisors | 52,237 | $5.92M | 0.0% | -10.1% | 0.528% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 89,990 | $10.20M | 0.0% | -45.5% | 0.909% | |
| 11/14/2024 | Centric Wealth Management | 5,558 | $635K | 0.2% | +2.3% | 0.056% | |
| 11/13/2024 | Bank of Montreal Can | 25,469 | $2.92M | 0.0% | +735.6% | 0.257% | |
| 11/12/2024 | Larson Financial Group LLC | 112,992 | $12.80M | 0.7% | +722.5% | 1.141% | |
| 11/12/2024 | Nwam LLC | 4,009 | $454K | 0.0% | N/A | 0.040% | |
| 11/8/2024 | Citizens Financial Group Inc. RI | 3,111 | $352K | 0.0% | +3.0% | 0.031% | |
| 11/7/2024 | Amara Financial LLC. | 5,387 | $610K | 0.6% | N/A | 0.054% | |
| 11/6/2024 | Endowment Wealth Management Inc. | 2,888 | $327K | 0.2% | -13.1% | 0.029% | |
| 11/5/2024 | Harbour Investments Inc. | 3,105 | $352K | 0.0% | +28.1% | 0.031% | |
| 11/2/2024 | Summit Wealth & Retirement Planning Inc. | 145,362 | $16.47M | 5.3% | +4.1% | 1.468% | |
| 10/31/2024 | Financial Services Advisory Inc | 7,522 | $852K | 0.2% | N/A | 0.076% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 15,990 | $1.81M | 0.4% | +1.7% | 0.162% | |
| 10/30/2024 | Solitude Financial Services | 71,677 | $8.12M | 3.5% | +0.2% | 0.724% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,721 | $308K | 0.0% | +3.2% | 0.027% | |
| 10/28/2024 | Laurel Wealth Planning LLC | 6,240 | $707K | 0.5% | -2.4% | 0.063% | |
| 10/28/2024 | Focus Financial Network Inc. | 20,832 | $2.36M | 0.1% | +0.7% | 0.210% | |
| 10/24/2024 | Strategic Wealth Investment Group LLC | 23,020 | $2.63M | 0.3% | -40.7% | 0.233% | |
| 10/24/2024 | Sound Stewardship LLC | 85,369 | $9.67M | 5.4% | -1.7% | 0.862% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 14,257 | $1.62M | 0.1% | -2.3% | 0.144% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 185,091 | $20.97M | 0.0% | -4.7% | 1.870% | |
| 10/22/2024 | International Assets Investment Management LLC | 502,441 | $56.92M | 0.0% | +11,450.4% | 5.075% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 2,472 | $280K | 0.0% | N/A | 0.025% | |
| 10/21/2024 | Carolina Wealth Advisors LLC | 7,601 | $861K | 0.4% | -5.2% | 0.077% | |
| 10/19/2024 | Stegent Equity Advisors Inc. | 29,235 | $3.31M | 3.7% | -19.6% | 0.295% | |
| 10/19/2024 | West Branch Capital LLC | 2,995 | $339K | 0.1% | -6.1% | 0.030% | |
| 10/15/2024 | Peak Financial Management Inc. | 78,035 | $8.84M | 2.6% | -0.4% | 0.788% | |
| 10/11/2024 | Creative Planning | 7,495 | $849K | 0.0% | -19.8% | 0.076% | |
| 10/9/2024 | TAP Consulting LLC | 7,775 | $881K | 0.2% | -4.2% | 0.079% | |
| 10/8/2024 | Towneley Capital Management Inc DE | 57,597 | $6.53M | 1.5% | -1.1% | 0.582% | |
| 10/8/2024 | Advance Capital Management Inc. | 3,563 | $404K | 0.0% | +5.4% | 0.036% | |
| 8/22/2024 | Cetera Investment Advisers | 11,617 | $1.20M | 0.0% | +0.8% | 0.117% | |
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| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 208,352 | $21.46M | 0.0% | +4.2% | 2.105% | |
| 8/16/2024 | Creative Planning | 9,351 | $963K | 0.0% | +16.8% | 0.094% | |
| 8/14/2024 | Treynor Bancshares Inc. | 19,962 | $2.06M | 2.1% | -2.7% | 0.202% | |
| 8/9/2024 | Citizens Financial Group Inc. RI | 3,020 | $311K | 0.0% | N/A | 0.031% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 45,318 | $4.67M | 0.0% | -9.8% | 0.458% | |
| 8/7/2024 | Summit Wealth & Retirement Planning Inc. | 139,617 | $14.38M | 4.9% | +3.5% | 1.410% | |
| 8/6/2024 | TAP Consulting LLC | 8,120 | $836K | 0.2% | -15.4% | 0.082% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 113,027 | $116K | 0.0% | N/A | 1.142% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 335,440 | $34.54M | 0.5% | -6.1% | 3.388% | |
| 8/2/2024 | Belpointe Asset Management LLC | 22,080 | $2.27M | 0.2% | +227.9% | 0.223% | |
| 8/2/2024 | Larson Financial Group LLC | 13,737 | $1.42M | 0.1% | N/A | 0.139% | |
| 8/2/2024 | Endowment Wealth Management Inc. | 3,322 | $342K | 0.2% | -6.2% | 0.034% | |
| 8/1/2024 | Knuff & Co LLC | 2,059 | $212K | 0.1% | N/A | 0.021% | |
| 8/1/2024 | Stegent Equity Advisors Inc. | 36,374 | $3.75M | 3.9% | -12.1% | 0.367% | |
| 7/31/2024 | WR Wealth Planners LLC | 1,528 | $157K | 0.0% | -15.5% | 0.015% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 35,251 | $3.63M | 0.0% | +3.0% | 0.356% | |
| 7/31/2024 | IFG Advisory LLC | 85,675 | $8.82M | 0.6% | +17.5% | 0.865% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 3,535 | $364K | 0.0% | -33.7% | 0.036% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 15,721 | $1.62M | 0.3% | +11.8% | 0.159% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 10,998 | $1.13M | 0.0% | -8.6% | 0.111% | |
| 7/26/2024 | Saxony Capital Management LLC | 2,688 | $277K | 0.3% | N/A | 0.027% | |
| 7/25/2024 | Laurel Wealth Planning LLC | 6,395 | $659K | 0.5% | -2.1% | 0.065% | |
| 7/24/2024 | Sound Stewardship LLC | 86,864 | $8.95M | 5.4% | -2.9% | 0.877% | |
| 7/23/2024 | Towneley Capital Management Inc DE | 58,218 | $6.00M | 1.4% | -2.0% | 0.588% | |
| 7/22/2024 | Focus Financial Network Inc. | 20,697 | $2.22M | 0.1% | +33.0% | 0.209% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 4,693 | $483K | 0.2% | N/A | 0.047% | |
| 7/19/2024 | Solitude Financial Services | 71,540 | $7.37M | 3.4% | +3.5% | 0.723% | |
| 7/18/2024 | Brookstone Capital Management | 2,271 | $244K | 0.0% | +4.5% | 0.023% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 3,354 | $345K | 0.0% | +27.7% | 0.034% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 194,189 | $20.00M | 0.0% | -24.5% | 1.962% | |
| 7/16/2024 | Friedenthal Financial | 687 | $71K | 0.0% | -29.4% | 0.007% | |
| 7/12/2024 | Carolina Wealth Advisors LLC | 8,022 | $826K | 0.4% | +4.6% | 0.081% | |
| 7/10/2024 | CWM LLC | 380 | $39K | 0.0% | -25.3% | 0.004% | |
| 7/9/2024 | Northwest Capital Management Inc | 267 | $27K | 0.0% | -35.2% | 0.003% | |
| 6/4/2024 | Tactive Advisors LLC | 5,767 | $551K | 0.3% | -6.2% | 0.058% | |
| 5/17/2024 | Tidal Investments LLC | 8,532 | $815K | 0.0% | +3.4% | 0.086% | |
| 5/16/2024 | Jane Street Group LLC | 264,303 | $25.24M | 0.0% | +434.6% | 2.670% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 53,805 | $5.14M | 0.1% | +4.5% | 0.543% | |
| 5/10/2024 | Nwam LLC | 4,389 | $441K | 0.0% | -3.4% | 0.044% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 220,698 | $21.08M | 0.0% | -5.5% | 2.229% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 3,543 | $338K | 0.3% | -17.3% | 0.036% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,098 | $391K | 0.0% | -39.9% | 0.041% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,627 | $251K | 0.0% | N/A | 0.026% | |
| 5/1/2024 | Blue Trust Inc. | 5,134 | $490K | 0.0% | -17.0% | 0.052% | |
| 5/1/2024 | Stegent Equity Advisors Inc. | 41,366 | $3.95M | 4.0% | -11.9% | 0.416% | |
| 5/1/2024 | Private Advisor Group LLC | 3,917 | $374K | 0.0% | +67.3% | 0.039% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 14,513 | $1.40M | 0.1% | +45.6% | 0.146% | |
| 4/30/2024 | Perigon Wealth Management LLC | 3,920 | $374K | 0.0% | -7.6% | 0.039% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 34,232 | $3.27M | 0.0% | +0.5% | 0.344% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 21,806 | $2.08M | 0.0% | +4.1% | 0.219% | |
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| 4/22/2024 | Laurel Wealth Planning LLC | 6,533 | $624K | 0.4% | -14.1% | 0.066% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 7,455 | $712K | 0.1% | -6.4% | 0.075% | |
| 4/22/2024 | Solitude Financial Services | 69,134 | $6.60M | 3.0% | -4.4% | 0.695% | |
| 4/16/2024 | Courage Miller Partners LLC | 65,377 | $6.24M | 2.2% | N/A | 0.589% | |
| 4/16/2024 | Vanguard Capital Wealth Advisors | 2,440 | $233K | 0.2% | -18.0% | 0.022% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 257,293 | $24.57M | 0.1% | -3.4% | 2.318% | |
| 4/15/2024 | Brookstone Capital Management | 2,174 | $208K | 0.0% | -17.6% | 0.020% | |
| 4/12/2024 | Global Assets Advisory LLC | 233,046 | $22.26M | 0.1% | N/A | 2.100% | |
| 4/11/2024 | International Assets Investment Management LLC | 4,350 | $419K | 0.0% | -17.9% | 0.039% | |
| 4/5/2024 | Carolina Wealth Advisors LLC | 7,667 | $732K | 0.4% | +7.8% | 0.069% | |
