| 11/18/2024 | Empire Financial Management Company LLC | 11,621 | $1.39M | 0.4% | -4.8% | 0.292% | |
| 11/15/2024 | Jane Street Group LLC | 5,677 | $679K | 0.0% | -62.1% | 0.143% | |
| 11/15/2024 | Stifel Financial Corp | 1,680 | $201K | 0.0% | N/A | 0.042% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 2,093 | $250K | 0.0% | N/A | 0.053% | |
| 11/15/2024 | HighTower Advisors LLC | 3,451 | $413K | 0.0% | -16.4% | 0.087% | |
| 11/14/2024 | Captrust Financial Advisors | 213,253 | $25.52M | 0.1% | -0.5% | 5.358% | |
|
| 11/14/2024 | CreativeOne Wealth LLC | 4,573 | $547K | 0.0% | +10.4% | 0.115% | |
| 11/13/2024 | FMR LLC | 4,197 | $502K | 0.0% | -6.0% | 0.105% | |
| 11/12/2024 | Nwam LLC | 3,865 | $463K | 0.0% | N/A | 0.097% | |
| 11/12/2024 | Planning Alternatives Ltd. ADV | 516,873 | $61.86M | 9.4% | +0.0% | 12.987% | |
| 11/5/2024 | Apollon Wealth Management LLC | 37,295 | $4.46M | 0.1% | +2.7% | 0.937% | |
| 10/30/2024 | Foster & Motley Inc. | 4,136 | $495K | 0.0% | -6.7% | 0.104% | |
| 10/24/2024 | Modera Wealth Management LLC | 320,109 | $38.31M | 0.5% | -2.8% | 8.043% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 163,253 | $19.54M | 0.0% | -6.3% | 4.102% | |
| 10/18/2024 | Etesian Wealth Advisors Inc. | 8,617 | $1.03M | 0.5% | -47.4% | 0.217% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 465,682 | $55.73M | 2.6% | -3.0% | 11.701% | |
| 10/17/2024 | LexAurum Advisors LLC | 9,781 | $1.17M | 0.3% | -5.3% | 0.246% | |
| 10/16/2024 | MN Wealth Advisors LLC | 19,569 | $2.34M | 1.3% | -4.8% | 0.492% | |
| 10/9/2024 | Patten Group Inc. | 3,184 | $381K | 0.1% | -5.6% | 0.080% | |
| 10/3/2024 | Sterneck Capital Management LLC | 81,810 | $9.79M | 5.3% | +3.5% | 2.056% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 2,075 | $227K | 0.0% | N/A | 0.052% | |
| 8/15/2024 | AQR Capital Management LLC | 6,082 | $664K | 0.0% | -6.1% | 0.153% | |
| 8/14/2024 | Clear Point Advisors Inc. | 9,560 | $1.04M | 0.9% | -4.6% | 0.240% | |
| 8/8/2024 | HHM Wealth Advisors LLC | 23,980 | $2.62M | 0.4% | -10.4% | 0.603% | |
| 8/5/2024 | Private Advisor Group LLC | 5,841 | $638K | 0.0% | -10.6% | 0.147% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 19,118 | $2.09M | 0.0% | +2.0% | 0.480% | |
| 7/29/2024 | Modera Wealth Management LLC | 329,215 | $35.95M | 0.5% | -2.6% | 8.272% | |
| 7/27/2024 | Sterneck Capital Management LLC | 79,038 | $8.63M | 4.9% | +3.7% | 1.986% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,927 | $2.29M | 0.0% | -7.9% | 0.526% | |
| 7/25/2024 | Planning Alternatives Ltd. ADV | 516,746 | $56.42M | 9.1% | +0.1% | 12.984% | |
| 7/25/2024 | Etesian Wealth Advisors Inc. | 16,380 | $1.79M | 1.0% | -16.5% | 0.412% | |
| 7/20/2024 | Apollon Wealth Management LLC | 36,318 | $3.97M | 0.1% | +12.7% | 0.913% | |
| 7/16/2024 | RHS Financial LLC | 20,609 | $2.25M | 1.4% | +12.3% | 0.518% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 174,294 | $19.03M | 0.0% | -7.3% | 4.379% | |
| 7/10/2024 | Albion Financial Group UT | 3,200 | $349K | 0.0% | N/A | 0.080% | |
| 7/10/2024 | CWM LLC | 982 | $107K | 0.0% | -14.4% | 0.025% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 480,132 | $52.42M | 2.5% | -4.9% | 12.064% | |
| 5/17/2024 | Clear Point Advisors Inc. | 10,017 | $1.12M | 0.9% | -10.6% | 0.252% | |
| 5/16/2024 | Captrust Financial Advisors | 212,055 | $23.75M | 0.1% | -1.3% | 5.328% | |
| 5/14/2024 | CreativeOne Wealth LLC | 4,782 | $536K | 0.0% | -22.6% | 0.120% | |
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| 5/9/2024 | Beacon Investment Advisory Services Inc. | 4,077 | $457K | 0.0% | -16.0% | 0.102% | |
| 4/30/2024 | Private Advisor Group LLC | 6,533 | $732K | 0.0% | +10.4% | 0.164% | |
| 4/30/2024 | MN Wealth Advisors LLC | 20,577 | $2.31M | 1.4% | -0.6% | 0.517% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 18,743 | $2.10M | 0.0% | +1.3% | 0.471% | |
| 4/26/2024 | Bellevue Asset Management LLC | 5,484 | $614K | 0.3% | -41.1% | 0.138% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 63,405 | $7.10M | 0.0% | +1.1% | 1.585% | |
| 4/18/2024 | RHS Financial LLC | 18,353 | $2.06M | 1.2% | +6.5% | 0.459% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 188,103 | $21.07M | 0.1% | -4.0% | 4.703% | |
| 4/15/2024 | Etesian Wealth Advisors Inc. | 19,621 | $2.20M | 1.3% | -5.7% | 0.491% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 504,846 | $56.55M | 2.8% | -4.6% | 10.628% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 2,464 | $253K | 0.0% | N/A | 0.052% | |
| 2/9/2024 | Advisory Services Network LLC | 1,808 | $186K | 0.0% | N/A | 0.038% | |
| 2/9/2024 | WBI Investments LLC | 2,458 | $252K | 0.1% | -11.2% | 0.052% | |
| 2/9/2024 | CreativeOne Wealth LLC | 6,180 | $635K | 0.0% | -32.1% | 0.130% | |
| 2/9/2024 | UBS Group AG | 330,375 | $33.94M | 0.0% | -0.8% | 6.955% | |
| 2/8/2024 | Schiavi & Co LLC | 6,567 | $675K | 0.3% | N/A | 0.138% | |
| 2/7/2024 | Principal Securities Inc. | 4,159 | $427K | 0.0% | N/A | 0.088% | |
| 2/7/2024 | Sanctuary Wealth Management L.L.C. | 457 | $47K | 0.0% | -57.1% | 0.010% | |
| 2/6/2024 | Private Advisor Group LLC | 5,917 | $608K | 0.0% | +4.7% | 0.125% | |
| 2/6/2024 | Bellevue Asset Management LLC | 9,312 | $957K | 0.6% | -82.8% | 0.196% | |
| 2/5/2024 | HHM Wealth Advisors LLC | 28,938 | $2.97M | 0.5% | -1.8% | 0.609% | |
| 2/1/2024 | Foster & Motley Inc. | 4,421 | $454K | 0.0% | -5.0% | 0.093% | |
| 1/23/2024 | Planning Alternatives Ltd. ADV | 518,405 | $53.25M | 9.3% | +0.9% | 10.914% | |
| 1/18/2024 | RHS Financial LLC | 17,225 | $1.77M | 1.1% | +23.2% | 0.363% | |
| 1/17/2024 | SignalPoint Asset Management LLC | 6,705 | $688K | 0.2% | -3.2% | 0.141% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 62,705 | $6.44M | 0.0% | -2.0% | 1.320% | |
| 1/16/2024 | Sterneck Capital Management LLC | 72,716 | $7.47M | 4.8% | -2.1% | 1.531% | |
| 1/12/2024 | Independent Wealth Network Inc. | 10,095 | $1.04M | 0.5% | -12.0% | 0.213% | |
| 1/12/2024 | Etesian Wealth Advisors Inc. | 20,809 | $2.14M | 1.3% | +0.9% | 0.438% | |
| 1/11/2024 | Patten Group Inc. | 14,853 | $1.53M | 0.4% | +14.3% | 0.313% | |
| 12/6/2023 | Citigroup Inc. | 4,810 | $452K | 0.0% | -11.2% | 0.101% | |
| 11/30/2023 | Modera Wealth Management LLC | 352,773 | $33.14M | 0.5% | -3.3% | 7.427% | |
| 11/14/2023 | Sterneck Capital Management LLC | 74,271 | $6.98M | 4.7% | +0.3% | 1.564% | |
| 11/13/2023 | LPL Financial LLC | 41,566 | $3.90M | 0.0% | -9.7% | 0.875% | |
| 11/9/2023 | Citigroup Inc. | 4,810 | $452K | 0.0% | -11.2% | 0.101% | |
| 11/9/2023 | UBS Group AG | 333,200 | $31.30M | 0.0% | -1.4% | 7.015% | |
| 11/8/2023 | Aptus Capital Advisors LLC | 2,464 | $231K | 0.0% | -19.5% | 0.052% | |
| 11/8/2023 | Fort Point Capital Partners LLC | 15,976 | $1.50M | 0.2% | -1.0% | 0.336% | |
| 11/7/2023 | Avant Capital LLC | 6,409 | $602K | 0.7% | -9.0% | 0.135% | |
| 11/4/2023 | HHM Wealth Advisors LLC | 29,458 | $2.77M | 0.5% | -4.5% | 0.620% | |
| 11/1/2023 | Nwam LLC | 4,425 | $416K | 0.0% | +14.5% | 0.093% | |
| 10/26/2023 | Interactive Financial Advisors Inc. | 6,169 | $579K | 0.4% | -5.7% | 0.130% | |
| 10/25/2023 | Bellevue Asset Management LLC | 54,281 | $5.10M | 3.4% | -2.4% | 1.143% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 63,977 | $6.01M | 0.0% | -6.1% | 1.347% | |
| 10/24/2023 | Raymond James & Associates | 3,336 | $313K | 0.0% | -21.9% | 0.070% | |
| 10/24/2023 | RHS Financial LLC | 13,986 | $1.31M | 0.9% | -1.8% | 0.294% | |
| 10/23/2023 | ST Germain D J Co. Inc. | 573,732 | $53.89M | 3.0% | -6.8% | 12.079% | |
| 10/19/2023 | Etesian Wealth Advisors Inc. | 20,616 | $1.94M | 1.3% | +3.9% | 0.434% | |
| 10/17/2023 | Planning Alternatives Ltd. ADV | 513,648 | $48.25M | 9.4% | -0.8% | 10.814% | |
| 10/17/2023 | CreativeOne Wealth LLC | 9,101 | $855K | 0.1% | -46.6% | 0.192% | |
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| 10/16/2023 | LexAurum Advisors LLC | 10,483 | $985K | 0.3% | -6.0% | 0.221% | |
| 10/12/2023 | Patten Group Inc. | 12,995 | $1.22M | 0.4% | +10.7% | 0.274% | |
| 10/11/2023 | Independent Wealth Network Inc. | 11,478 | $1.08M | 0.7% | -5.7% | 0.242% | |
| 10/11/2023 | CWM LLC | 1,208 | $113K | 0.0% | -10.9% | 0.025% | |
| 9/7/2023 | ST Germain D J Co. Inc. | 615,588 | $60.19M | 3.2% | N/A | 12.960% | |
| 8/14/2023 | Fort Point Capital Partners LLC | 16,130 | $1.58M | 0.2% | +0.7% | 0.340% | |
| 8/10/2023 | GeoWealth Management LLC | 836 | $81K | 0.0% | -98.4% | 0.018% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 18,512 | $1.81M | 0.0% | -29.9% | 0.390% | |
| 8/10/2023 | Private Advisor Group LLC | 5,652 | $553K | 0.0% | -3.8% | 0.119% | |
| 8/10/2023 | Cetera Advisors LLC | 6,290 | $615K | 0.0% | -1.8% | 0.132% | |
