| 10/17/2024 | Sard Wealth Management Group LLC | 18,190 | $282K | 0.2% | -38.7% | 0.456% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 48,760 | $756K | 0.1% | +13.9% | 1.222% | |
| 8/15/2024 | AlTi Global Inc. | 12,630 | $188K | 0.0% | N/A | 0.317% | |
| 8/6/2024 | Waddell & Associates LLC | 30,098 | $448K | 0.1% | N/A | 0.754% | |
| 8/6/2024 | Ellis Investment Partners LLC | 45,998 | $685K | 0.1% | +93.2% | 1.153% | |
| 8/5/2024 | Private Advisor Group LLC | 41,515 | $619K | 0.0% | +101.9% | 1.040% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 22,791 | $340K | 0.0% | +80.8% | 0.571% | |
| 7/26/2024 | Harbour Investments Inc. | 8,960 | $134K | 0.0% | +76.1% | 0.225% | |
| 7/26/2024 | Latitude Advisors LLC | 89,393 | $1.33M | 0.8% | +96.4% | 2.240% | |
| 7/24/2024 | Family Firm Inc. | 22,567 | $336K | 0.0% | N/A | 0.566% | |
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| 7/22/2024 | Onyx Bridge Wealth Group LLC | 42,794 | $638K | 0.1% | +122.6% | 1.073% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 911,050 | $13.58M | 5.2% | N/A | 22.833% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 25,432 | $379K | 0.0% | N/A | 0.637% | |
| 7/15/2024 | RFG Advisory LLC | 11,687 | $174K | 0.0% | +47.9% | 0.293% | |
| 7/9/2024 | Astoria Portfolio Advisors LLC. | 1,553,264 | $23.14M | 8.3% | +101.6% | 38.929% | |
| 4/30/2024 | Private Advisor Group LLC | 20,565 | $655K | 0.0% | -48.5% | 1.039% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 19,227 | $600K | 0.1% | +12.7% | 0.971% | |
| 4/26/2024 | Latitude Advisors LLC | 45,509 | $1.45M | 0.9% | -11.8% | 2.310% | |
| 4/23/2024 | KLR Investment Advisors LLC | 29,257 | $904K | 0.6% | -15.0% | 1.485% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 770,279 | $24.32M | 9.4% | -1.1% | 39.100% | |
| 4/11/2024 | RFG Advisory LLC | 7,901 | $252K | 0.0% | -27.1% | 0.329% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 427,782 | $11.72M | 5.2% | N/A | 17.824% | |
| 2/12/2024 | Avestar Capital LLC | 93,713 | $2.57M | 0.3% | +21.0% | 3.905% | |
| 2/8/2024 | KLR Investment Advisors LLC | 34,412 | $942K | 0.7% | -2.3% | 1.434% | |
| 2/7/2024 | Astoria Portfolio Advisors LLC. | 778,675 | $21.52M | 8.8% | +4.0% | 32.445% | |
| 2/6/2024 | Private Advisor Group LLC | 39,946 | $1.09M | 0.0% | +15.3% | 1.664% | |
| 1/31/2024 | Onyx Bridge Wealth Group LLC | 17,054 | $467K | 0.1% | +3.3% | 0.711% | |
| 1/30/2024 | Latitude Advisors LLC | 51,624 | $1.41M | 1.0% | -1.9% | 2.151% | |
| 1/29/2024 | Ellis Investment Partners LLC | 24,834 | $680K | 0.2% | -35.3% | 1.035% | |
| 1/25/2024 | RFG Advisory LLC | 10,839 | $297K | 0.0% | -64.2% | 0.452% | |
| 1/22/2024 | One Plus One Wealth Management LLC | 10,418 | $285K | 0.2% | N/A | 0.434% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 1,486 | $38K | 0.0% | N/A | 0.062% | |
| 11/8/2023 | KLR Investment Advisors LLC | 35,221 | $882K | 0.8% | -3.2% | 1.468% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 26,024 | $667K | 0.0% | +3.0% | 1.084% | |
| 11/3/2023 | Latitude Advisors LLC | 52,619 | $1.35M | 1.0% | -24.0% | 2.192% | |
| 11/3/2023 | Private Advisor Group LLC | 34,652 | $888K | 0.0% | +15.5% | 1.444% | |
| 11/1/2023 | Ellis Investment Partners LLC | 38,373 | $983K | 0.3% | -29.6% | 1.599% | |
| 10/27/2023 | Astoria Portfolio Advisors LLC. | 748,648 | $18.74M | 9.0% | -0.4% | 31.194% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 66,102 | $1.69M | 0.0% | -52.4% | 2.754% | |
| 10/20/2023 | Avestar Capital LLC | 77,417 | $1.99M | 0.3% | N/A | 3.226% | |
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| 10/16/2023 | RFG Advisory LLC | 30,237 | $775K | 0.0% | -48.0% | 1.260% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 138,832 | $3.54M | 0.0% | -21.9% | 5.785% | |
| 8/10/2023 | Private Advisor Group LLC | 30,013 | $785K | 0.0% | +21.8% | 1.251% | |
| 8/8/2023 | KLR Investment Advisors LLC | 36,383 | $936K | 0.8% | +3.3% | 1.516% | |
| 8/7/2023 | Ellis Investment Partners LLC | 54,481 | $1.39M | 0.3% | -51.1% | 2.270% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 43,646 | $1.11M | 0.0% | -7.5% | 1.819% | |
| 8/3/2023 | RFG Advisory LLC | 58,113 | $1.48M | 0.1% | +0.9% | 2.421% | |
| 8/2/2023 | Bank of Montreal Can | 8,982 | $231K | 0.0% | N/A | 0.374% | |
| 7/31/2023 | LPL Financial LLC | 15,447 | $394K | 0.0% | -72.9% | 0.644% | |
| 7/31/2023 | BlackDiamond Wealth Management Inc. | 46,228 | $1.23M | 1.0% | -10.6% | 1.926% | |
| 7/26/2023 | Latitude Advisors LLC | 69,243 | $1.77M | 1.2% | -10.4% | 2.473% | |
| 7/25/2023 | Onyx Bridge Wealth Group LLC | 16,755 | $427K | 0.1% | +11.5% | 0.598% | |
| 7/14/2023 | Astoria Portfolio Advisors LLC. | 751,465 | $19.77M | 7.7% | +0.1% | 26.838% | |
| 7/11/2023 | Brookstone Capital Management | 17,115 | $434K | 0.0% | -4.1% | 0.611% | |
| 5/15/2023 | KLR Investment Advisors LLC | 35,221 | $882K | 0.8% | N/A | 1.258% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 177,766 | $4.45M | 0.0% | +1.3% | 6.349% | |
| 5/10/2023 | Ellis Investment Partners LLC | 111,414 | $2.79M | 0.7% | -12.8% | 3.979% | |
| 5/10/2023 | Private Advisor Group LLC | 24,644 | $617K | 0.0% | N/A | 0.880% | |
| 5/1/2023 | Truadvice LLC | 16,087 | $401K | 0.2% | +4.8% | 0.575% | |
| 4/27/2023 | Latitude Advisors LLC | 77,246 | $1.94M | 1.4% | +14.9% | 2.759% | |
| 4/19/2023 | Brookstone Capital Management | 17,849 | $454K | 0.0% | -66.9% | 0.637% | |
| 4/10/2023 | Onyx Bridge Wealth Group LLC | 15,031 | $377K | 0.2% | +12.9% | 0.601% | |
| 4/5/2023 | Astoria Portfolio Advisors LLC. | 750,640 | $18.81M | 7.9% | +11.1% | 30.026% | |
| 2/13/2023 | Kingsview Wealth Management LLC | 24,693 | $627K | 0.0% | +5.1% | 0.988% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 85,272 | $2.16M | 0.0% | +37.8% | 3.411% | |
| 2/9/2023 | Sowell Financial Services LLC | 19,995 | $507K | 0.0% | N/A | 0.800% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 175,570 | $4.46M | 0.0% | -1.6% | 7.023% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 47,573 | $1.21M | 0.0% | -6.7% | 1.903% | |
| 1/31/2023 | Ellis Investment Partners LLC | 127,804 | $3.24M | 0.9% | -54.1% | 5.112% | |
| 1/31/2023 | Threadgill Financial LLC | 67,258 | $1.71M | 0.8% | N/A | 2.690% | |
| 1/27/2023 | Latitude Advisors LLC | 67,258 | $1.71M | 1.3% | -21.8% | 2.690% | |
| 1/23/2023 | Astoria Portfolio Advisors LLC. | 675,815 | $18.10M | 8.5% | +13.3% | 28.159% | |
| 1/20/2023 | Truadvice LLC | 15,355 | $409K | 0.2% | -9.1% | 0.640% | |
| 1/18/2023 | BlackDiamond Wealth Management Inc. | 52,082 | $1.36M | 1.5% | +0.9% | 2.170% | |
| 1/11/2023 | Onyx Bridge Wealth Group LLC | 13,315 | $345K | 0.1% | N/A | 0.555% | |
| 1/9/2023 | Brookstone Capital Management | 53,916 | $1.40M | 0.0% | -1.1% | 2.247% | |
| 11/15/2022 | Ellis Investment Partners LLC | 278,505 | $6.24M | 1.7% | +5.3% | 11.140% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 178,500 | $4.00M | 0.0% | +4.4% | 7.140% | |
| 11/7/2022 | Truadvice LLC | 16,897 | $426K | 0.2% | -9.8% | 0.676% | |
| 11/3/2022 | Astoria Portfolio Advisors LLC. | 596,696 | $13.38M | 9.1% | -2.8% | 23.868% | |
| 11/1/2022 | Hartline Investment Corp | 86,057 | $1.93M | 1.6% | N/A | 3.442% | |
| 10/26/2022 | BlackDiamond Wealth Management Inc. | 51,639 | $1.28M | 1.5% | -9.8% | 2.066% | |
| 10/14/2022 | Brookstone Capital Management | 54,512 | $1.28M | 0.0% | +1.4% | 2.180% | |
| 8/15/2022 | Laurel Wealth Advisors Inc. | 10,905 | $254K | 0.0% | N/A | 0.419% | |
| 8/13/2022 | RFG Advisory LLC | 49,275 | $1.22M | 0.1% | +11.2% | 1.895% | |
| 8/12/2022 | Truadvice LLC | 18,728 | $459K | 0.2% | +13.7% | 0.720% | |
| 8/1/2022 | Ellis Investment Partners LLC | 264,374 | $6.15M | 1.6% | +28.6% | 10.168% | |
| 7/28/2022 | Latitude Advisors LLC | 160,962 | $3.74M | 3.4% | -67.2% | 6.191% | |
| 7/22/2022 | BlackDiamond Wealth Management Inc. | 57,229 | $1.37M | 1.7% | +9.5% | 2.044% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 170,967 | $3.98M | 0.0% | +156.8% | 6.106% | |
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| 7/11/2022 | Brookstone Capital Management | 53,771 | $1.24M | 0.0% | N/A | 1.854% | |
| 7/7/2022 | Astoria Portfolio Advisors LLC. | 613,763 | $14.27M | 10.4% | +18.1% | 21.164% | |
| 6/1/2022 | Astoria Portfolio Advisors LLC. | 519,723 | $14.84M | 11.6% | N/A | 20.789% | |
| 5/11/2022 | RFG Advisory LLC | 44,317 | $1.27M | 0.1% | N/A | 4.924% | |
| 5/10/2022 | Truadvice LLC | 16,474 | $450K | 0.3% | N/A | 1.830% | |
| 5/9/2022 | Mutual Advisors LLC | 13,173 | $376K | 0.0% | N/A | 1.464% | |
| 5/4/2022 | BlackDiamond Wealth Management Inc. | 52,251 | $1.49M | 1.8% | N/A | 5.806% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 66,567 | $1.90M | 0.0% | N/A | 7.396% | |
| 5/3/2022 | Ellis Investment Partners LLC | 205,553 | $5.87M | 1.4% | N/A | 22.839% | |
| 4/29/2022 | Latitude Advisors LLC | 491,285 | $14.03M | 3.2% | N/A | 54.587% | |
