| 11/18/2024 | Hobbs Group Advisors LLC | 11,389 | $1.04M | 0.4% | -18.6% | 0.105% | |
| 11/15/2024 | MML Investors Services LLC | 30,753 | $2.80M | 0.0% | +2.5% | 0.283% | |
| 11/15/2024 | Jane Street Group LLC | 7,913 | $721K | 0.0% | +4.2% | 0.073% | |
| 11/15/2024 | Stifel Financial Corp | 65,214 | $5.94M | 0.0% | +1.7% | 0.601% | |
| 11/15/2024 | IHT Wealth Management LLC | 26,855 | $2.45M | 0.1% | -12.1% | 0.248% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 13,548 | $1.23M | 0.0% | +2.7% | 0.125% | |
|
| 11/15/2024 | HighTower Advisors LLC | 5,550 | $506K | 0.0% | +28.3% | 0.051% | |
| 11/14/2024 | Captrust Financial Advisors | 34,399 | $3.13M | 0.0% | -0.6% | 0.317% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 20,145 | $1.83M | 0.0% | N/A | 0.186% | |
| 11/13/2024 | Private Trust Co. NA | 4,168 | $380K | 0.0% | +10.3% | 0.038% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 21,188 | $1.93M | 1.1% | -3.7% | 0.195% | |
| 11/12/2024 | Larson Financial Group LLC | 50,121 | $4.56M | 0.3% | +2,751.0% | 0.462% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 35,409 | $3.22M | 0.1% | N/A | 0.326% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 833,310 | $75.88M | 1.9% | +5.9% | 7.680% | |
| 11/12/2024 | Raymond James Trust N.A. | 2,890 | $263K | 0.0% | N/A | 0.027% | |
| 11/12/2024 | 49 Wealth Management LLC | 18,531 | $1.69M | 0.3% | -18.8% | 0.171% | |
| 11/9/2024 | LPL Financial LLC | 1,242,240 | $113.12M | 0.1% | -3.1% | 11.449% | |
| 11/4/2024 | Sigma Planning Corp | 52,603 | $4.79M | 0.1% | +3.7% | 0.485% | |
| 11/1/2024 | Atria Investments Inc | 10,823 | $986K | 0.0% | -52.6% | 0.100% | |
| 10/31/2024 | Cozad Asset Management Inc. | 3,312 | $302K | 0.0% | +18.0% | 0.031% | |
| 10/30/2024 | Ameritas Advisory Services LLC | 61,419 | $5.59M | 0.2% | -7.9% | 0.566% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 15,723 | $1.43M | 0.0% | -42.9% | 0.145% | |
| 10/25/2024 | Financial Advocates Investment Management | 5,553 | $506K | 0.0% | +18.1% | 0.051% | |
| 10/24/2024 | GHP Investment Advisors Inc. | 1,072 | $98K | 0.0% | -19.5% | 0.010% | |
| 10/24/2024 | Arkadios Wealth Advisors | 4,410 | $402K | 0.0% | N/A | 0.041% | |
| 10/23/2024 | Parcion Private Wealth LLC | 48,496 | $4.42M | 0.4% | +5.0% | 0.447% | |
| 10/23/2024 | Mainstay Capital Management LLC ADV | 246,047 | $22.41M | 3.8% | -64.9% | 2.268% | |
| 10/23/2024 | Dakota Wealth Management | 97,095 | $8.84M | 0.2% | -23.9% | 0.895% | |
| 10/22/2024 | International Assets Investment Management LLC | 27,344 | $24.90M | 0.0% | N/A | 0.252% | |
| 10/22/2024 | Private Advisor Group LLC | 134,255 | $12.23M | 0.1% | -5.3% | 1.237% | |
| 10/21/2024 | Moneywise Inc. | 69,319 | $6.31M | 3.1% | -19.7% | 0.639% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 40,481 | $3.69M | 0.3% | -3.0% | 0.373% | |
| 10/18/2024 | Raymond James & Associates | 64,635 | $5.89M | 0.0% | +14.1% | 0.596% | |
| 10/18/2024 | Capital Investment Advisors LLC | 22,461 | $2.05M | 0.0% | +1.1% | 0.207% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 86,492 | $7.88M | 0.4% | -5.5% | 0.797% | |
| 10/17/2024 | Stratos Wealth Partners LTD. | 96,178 | $8.76M | 0.1% | -18.9% | 0.886% | |
| 10/16/2024 | Good Life Advisors LLC | 2,493 | $227K | 0.0% | -77.2% | 0.023% | |
| 10/16/2024 | PCG Wealth Advisors LLC | 39,678 | $3.61M | 1.4% | -11.9% | 0.366% | |
| 10/11/2024 | Procyon Advisors LLC | 321,051 | $29.24M | 2.0% | +1.1% | 2.959% | |
| 10/9/2024 | Freestate Advisors LLC | 9,776 | $890K | 0.9% | N/A | 0.090% | |
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| 10/8/2024 | Pathway Financial Advisors LLC | 59,508 | $5.42M | 1.4% | +26.9% | 0.548% | |
| 10/7/2024 | KWB Wealth | 14,176 | $1.22M | 0.2% | -15.9% | 0.131% | |
| 10/7/2024 | IAM Advisory LLC | 151,677 | $13.81M | 3.5% | -0.7% | 1.398% | |
| 9/5/2024 | Sanctuary Advisors LLC | 7,498 | $607K | 0.0% | N/A | 0.069% | |
| 8/22/2024 | Cetera Investment Advisers | 108,628 | $9.34M | 0.0% | +2.0% | 1.001% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 24,830 | $2.14M | 0.0% | -0.7% | 0.229% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 17,131 | $1.47M | 0.1% | -0.9% | 0.158% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 690,731 | $59.38M | 0.0% | -1.1% | 6.366% | |
| 8/8/2024 | Prevail Innovative Wealth Advisors LLC | 7,111 | $611K | 0.2% | +9.3% | 0.066% | |
| 8/8/2024 | American Century Companies Inc. | 1,012,787 | $87.07M | 0.1% | +1.2% | 9.334% | |
| 8/8/2024 | LPL Financial LLC | 1,281,491 | $110.17M | 0.1% | +2.5% | 11.811% | |
| 8/6/2024 | Financial Gravity Asset Management Inc. | 1,221 | $105K | 0.0% | N/A | 0.011% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 21,274 | $1.83M | 0.0% | N/A | 0.196% | |
| 8/6/2024 | Parcion Private Wealth LLC | 46,188 | $3.97M | 0.4% | -6.5% | 0.426% | |
| 8/5/2024 | Private Advisor Group LLC | 141,743 | $12.19M | 0.1% | -12.6% | 1.306% | |
| 8/2/2024 | Larson Financial Group LLC | 1,758 | $151K | 0.0% | N/A | 0.016% | |
| 8/2/2024 | Cozad Asset Management Inc. | 2,806 | $241K | 0.0% | N/A | 0.026% | |
| 7/31/2024 | Strategic Equity Management | 2,809 | $241K | 0.2% | +8.2% | 0.026% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 102,815 | $8.84M | 0.0% | -2.9% | 0.948% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 66,694 | $5.73M | 0.2% | +1.1% | 0.615% | |
| 7/29/2024 | Financial Advocates Investment Management | 4,701 | $404K | 0.0% | -83.2% | 0.043% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 97,302 | $8.37M | 0.0% | +14.6% | 0.897% | |
| 7/24/2024 | Pathway Financial Advisors LLC | 46,879 | $4.03M | 1.1% | +5.5% | 0.432% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 13,994 | $1.20M | 0.5% | N/A | 0.129% | |
| 7/22/2024 | Dakota Wealth Management | 127,543 | $10.97M | 0.3% | -11.2% | 1.176% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 292,465 | $25.14M | 0.0% | +14.1% | 2.696% | |
| 7/19/2024 | Western Wealth Management LLC | 2,875 | $247K | 0.0% | +11.7% | 0.026% | |
| 7/19/2024 | Raymond James & Associates | 56,634 | $4.87M | 0.0% | +8.3% | 0.522% | |
| 7/17/2024 | Aurora Private Wealth Inc. | 5,352 | $460K | 0.4% | +9.2% | 0.049% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 787,031 | $67.66M | 1.9% | +1.5% | 7.254% | |
| 7/16/2024 | PCG Wealth Advisors LLC | 45,058 | $3.87M | 1.7% | -14.8% | 0.415% | |
| 7/13/2024 | IAM Advisory LLC | 152,768 | $13.13M | 3.6% | -0.5% | 1.408% | |
| 7/12/2024 | Capital Investment Advisors LLC | 22,223 | $1.91M | 0.0% | +13.2% | 0.205% | |
| 7/9/2024 | Astoria Portfolio Advisors LLC. | 5,672 | $488K | 0.2% | -95.2% | 0.052% | |
| 5/24/2024 | Cetera Investment Advisers | 106,531 | $9.05M | 0.0% | N/A | 0.982% | |
| 5/10/2024 | Osaic Holdings Inc. | 211,381 | $17.95M | 0.0% | +50.0% | 1.925% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 6,506 | $553K | 0.2% | -35.9% | 0.059% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,442 | $462K | 0.0% | +11.8% | 0.050% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 22,305 | $1.90M | 0.3% | +8.4% | 0.203% | |
| 5/7/2024 | 49 Wealth Management LLC | 237,311 | $20.10M | 4.3% | +12.5% | 2.161% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 6,765 | $575K | 0.0% | +12.1% | 0.062% | |
| 5/4/2024 | Glassman Wealth Services | 650 | $55K | 0.0% | N/A | 0.006% | |
| 5/1/2024 | Alta Wealth Advisors LLC | 2,723 | $231K | 0.1% | N/A | 0.025% | |
| 4/30/2024 | Private Advisor Group LLC | 162,087 | $13.77M | 0.1% | +3.7% | 1.476% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 14,459 | $1.23M | 0.8% | -9.2% | 0.132% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 1,436,832 | $122.04M | 23.1% | -0.4% | 13.086% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 105,929 | $9.00M | 0.0% | +11.4% | 0.965% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 84,903 | $7.21M | 0.0% | -15.2% | 0.788% | |
| 4/24/2024 | Win Advisors Inc. | 145,532 | $12.36M | 5.4% | N/A | 1.350% | |
| 4/24/2024 | Fulcrum Equity Management | 11,820 | $1.00M | 1.2% | N/A | 0.110% | |
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| 4/24/2024 | Dakota Wealth Management | 143,635 | $12.20M | 0.3% | N/A | 1.332% | |
| 4/23/2024 | Wetzel Investment Advisors Inc. | 13,275 | $1.06M | 0.6% | -2.0% | 0.123% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 256,256 | $21.77M | 0.0% | -1.5% | 2.377% | |
| 4/20/2024 | KWB Wealth | 16,863 | $1.43M | 0.2% | -3.3% | 0.156% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 52,855 | $4.49M | 2.1% | +13.5% | 0.490% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 116,963 | $9.44M | 3.6% | N/A | 1.085% | |
| 4/16/2024 | Procyon Advisors LLC | 364,173 | $30.93M | 2.4% | +13.8% | 3.378% | |
| 4/15/2024 | IAM Advisory LLC | 153,596 | $13.05M | 3.6% | -1.4% | 1.425% | |
| 4/10/2024 | Pathway Financial Advisors LLC | 44,433 | $3.77M | 1.0% | +1.9% | 0.487% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 15,927 | $1.21M | 0.8% | N/A | 0.174% | |
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