| 11/25/2024 | Sanctuary Advisors LLC | 6,304 | $329K | 0.0% | +14.5% | 0.037% | |
| 11/15/2024 | MML Investors Services LLC | 33,647 | $1.68M | 0.0% | -7.2% | 0.199% | |
| 11/15/2024 | Jane Street Group LLC | 7,741 | $387K | 0.0% | -56.1% | 0.046% | |
| 11/15/2024 | Stifel Financial Corp | 27,319 | $1.36M | 0.0% | +14.3% | 0.162% | |
| 11/15/2024 | HighTower Advisors LLC | 93,958 | $4.69M | 0.0% | +2.0% | 0.557% | |
| 11/14/2024 | Captrust Financial Advisors | 21,227 | $1.06M | 0.0% | +2.9% | 0.126% | |
|
| 11/14/2024 | Rockefeller Capital Management L.P. | 104,138 | $5.20M | 0.0% | +1.6% | 0.617% | |
| 11/13/2024 | Cadence Bank | 93,235 | $4.66M | 0.3% | N/A | 0.552% | |
| 11/13/2024 | FMR LLC | 2,090 | $104K | 0.0% | -14.2% | 0.012% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 65,452 | $3.27M | 0.1% | N/A | 0.388% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 9,456 | $472K | 0.1% | N/A | 0.056% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 34,041 | $1.70M | 0.0% | -1.5% | 0.202% | |
| 10/28/2024 | Stephens Inc. AR | 15,224 | $760K | 0.0% | -5.3% | 0.090% | |
| 10/25/2024 | Golden State Equity Partners | 7,185 | $359K | 0.1% | -84.3% | 0.043% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 23,369 | $1.17M | 0.3% | -9.1% | 0.138% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 89,743 | $4.48M | 0.6% | N/A | 0.532% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 36,484 | $1.82M | 0.1% | +5.2% | 0.216% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,086 | $953K | 0.0% | -3.6% | 0.113% | |
| 10/23/2024 | Allworth Financial LP | 69,716 | $3.48M | 0.0% | -7.4% | 0.413% | |
| 10/22/2024 | Private Advisor Group LLC | 194,959 | $9.74M | 0.1% | +0.7% | 1.155% | |
| 10/18/2024 | Raymond James & Associates | 131,241 | $6.55M | 0.0% | +4.4% | 0.777% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 22,660 | $1.13M | 0.2% | N/A | 0.134% | |
| 10/16/2024 | Good Life Advisors LLC | 4,958 | $248K | 0.0% | N/A | 0.029% | |
| 10/11/2024 | Creative Planning | 5,481 | $274K | 0.0% | -9.4% | 0.032% | |
| 10/11/2024 | ORG Partners LLC | 1,020 | $51K | 0.0% | N/A | 0.006% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 703,640 | $35.14M | 3.9% | +1.3% | 4.168% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 4,807 | $240K | 0.1% | -6.8% | 0.028% | |
| 9/11/2024 | Newbridge Financial Services Group Inc. | 2,050 | $92K | 0.0% | -10.9% | 0.012% | |
| 9/5/2024 | Sanctuary Advisors LLC | 5,505 | $243K | 0.0% | N/A | 0.033% | |
| 8/22/2024 | Cetera Investment Advisers | 38,778 | $1.74M | 0.0% | +8.1% | 0.230% | |
| 8/21/2024 | Truist Financial Corp | 35,847 | $1.61M | 0.0% | -6.2% | 0.212% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 25,697 | $1.15M | 0.3% | N/A | 0.152% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 234,664 | $10.51M | 0.0% | -2.3% | 1.390% | |
| 8/12/2024 | ProVise Management Group LLC | 5,421 | $243K | 0.0% | -17.0% | 0.032% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 28,724 | $1.29M | 0.1% | +79.6% | 0.170% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 33,694 | $1.51M | 0.0% | -3.4% | 0.200% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 34,666 | $1.55M | 0.1% | +7.0% | 0.205% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 3,065 | $137K | 0.0% | N/A | 0.018% | |
| 8/5/2024 | Private Advisor Group LLC | 193,560 | $8.67M | 0.1% | -9.2% | 1.147% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 90,355 | $4.05M | 0.0% | -2.1% | 0.535% | |
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| 7/31/2024 | IFG Advisory LLC | 11,346 | $508K | 0.0% | +2.0% | 0.067% | |
| 7/30/2024 | International Assets Investment Management LLC | 6,049 | $271K | 0.0% | -10.6% | 0.036% | |
| 7/30/2024 | Golden State Equity Partners | 45,644 | $2.05M | 0.4% | N/A | 0.270% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 28,354 | $1.27M | 0.0% | +10.3% | 0.168% | |
| 7/19/2024 | Raymond James & Associates | 125,655 | $5.63M | 0.0% | +5.0% | 0.744% | |
| 7/17/2024 | Tanglewood Legacy Advisors LLC | 27,030 | $1.21M | 0.6% | -2.2% | 0.160% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,278 | $326K | 0.0% | +8.6% | 0.043% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 583 | $26K | 0.0% | -70.4% | 0.003% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 19,808 | $887K | 0.0% | +87.7% | 0.117% | |
| 7/10/2024 | Simplicity Wealth LLC | 10,022 | $449K | 0.0% | N/A | 0.059% | |
| 7/10/2024 | CWM LLC | 1,312 | $59K | 0.0% | N/A | 0.008% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 22,031 | $987K | 0.1% | N/A | 0.131% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 725 | $32K | 0.0% | N/A | 0.004% | |
| 5/24/2024 | Cetera Advisors LLC | 27,056 | $1.24M | 0.0% | +152.3% | 0.160% | |
| 5/24/2024 | Cetera Investment Advisers | 35,870 | $1.64M | 0.0% | +75.2% | 0.213% | |
| 5/17/2024 | Comerica Bank | 9,097 | $417K | 0.0% | -8.0% | 0.054% | |
| 5/14/2024 | Cadence Bank | 94,835 | $4.35M | 0.3% | -4.6% | 0.564% | |
| 5/10/2024 | Osaic Holdings Inc. | 220,887 | $10.12M | 0.0% | -5.8% | 1.313% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 51,431 | $2.36M | 0.0% | -3.0% | 0.306% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,701 | $307K | 0.0% | +26.5% | 0.040% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 30,466 | $1.40M | 0.3% | +63.6% | 0.181% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 35,247 | $1.62M | 0.0% | -7.9% | 0.210% | |
| 4/30/2024 | Private Advisor Group LLC | 213,081 | $9.77M | 0.1% | +3.0% | 1.267% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 32,408 | $1.49M | 0.1% | +2.8% | 0.193% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 92,300 | $4.23M | 0.0% | -12.7% | 0.549% | |
| 4/24/2024 | Essex Financial Services Inc. | 4,780 | $219K | 0.0% | -7.7% | 0.028% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 121,467 | $5.57M | 0.0% | +5.3% | 0.721% | |
| 4/22/2024 | Raymond James & Associates | 119,650 | $5.48M | 0.0% | +3.4% | 0.711% | |
| 4/11/2024 | International Assets Investment Management LLC | 6,767 | $308K | 0.0% | -7.3% | 0.035% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 687,316 | $31.50M | 3.9% | +2.8% | 3.527% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 2,643 | $116K | 0.0% | +577.7% | 0.014% | |
| 3/13/2024 | MONECO Advisors LLC | 5,132 | $224K | 0.0% | N/A | 0.026% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 1,835 | $80K | 0.0% | -88.4% | 0.009% | |
| 2/13/2024 | CIBC Private Wealth Group LLC | 12,834 | $561K | 0.0% | -4.9% | 0.066% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 18,617 | $814K | 0.2% | +14.7% | 0.096% | |
| 2/9/2024 | ProVise Management Group LLC | 6,530 | $285K | 0.0% | -9.1% | 0.034% | |
| 2/9/2024 | Wells Fargo & Company MN | 315,179 | $13.77M | 0.0% | -9.2% | 1.617% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 7,579 | $331K | 0.0% | N/A | 0.039% | |
| 2/9/2024 | UBS Group AG | 141,504 | $6.18M | 0.0% | -12.9% | 0.726% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 38,252 | $1.67M | 0.0% | -20.7% | 0.196% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 53,033 | $2.32M | 0.0% | -9.6% | 0.272% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,297 | $231K | 0.0% | N/A | 0.027% | |
| 2/7/2024 | Ethos Financial Group LLC | 14,279 | $624K | 0.1% | N/A | 0.073% | |
| 2/7/2024 | Sanctuary Wealth Management L.L.C. | 2,938 | $128K | 0.1% | +11.9% | 0.015% | |
| 2/6/2024 | Private Advisor Group LLC | 206,781 | $9.04M | 0.1% | -4.0% | 1.061% | |
| 2/6/2024 | Carson Advisory Inc. | 5,100 | $223K | 0.2% | N/A | 0.026% | |
| 2/6/2024 | Essex Financial Services Inc. | 5,180 | $226K | 0.0% | N/A | 0.027% | |
| 2/5/2024 | MONECO Advisors LLC | 5,132 | $224K | 0.0% | N/A | 0.026% | |
| 2/2/2024 | Truist Financial Corp | 40,345 | $1.76M | 0.0% | -4.5% | 0.207% | |
| 1/25/2024 | International Assets Investment Management LLC | 7,301 | $319K | 0.0% | N/A | 0.037% | |
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| 1/24/2024 | Stratos Wealth Partners LTD. | 12,946 | $566K | 0.0% | -6.5% | 0.066% | |
| 1/24/2024 | Allworth Financial LP | 90,480 | $3.95M | 0.0% | -7.2% | 0.464% | |
| 1/24/2024 | International Assets Investment Management LLC | 319,060 | $13.94M | 0.0% | N/A | 1.637% | |
| 1/18/2024 | Planned Solutions Inc. | 2,876 | $126K | 0.1% | N/A | 0.015% | |
| 1/17/2024 | IFG Advisory LLC | 11,159 | $488K | 0.0% | -7.3% | 0.057% | |
| 1/17/2024 | Heartwood Wealth Advisors LLC | 668,605 | $29.22M | 3.9% | +578.5% | 3.431% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 115,342 | $5.04M | 0.0% | +0.6% | 0.592% | |
| 1/16/2024 | Raymond James & Associates | 115,751 | $5.06M | 0.0% | +6.8% | 0.594% | |
| 1/2/2024 | Anchor Investment Management LLC | 570 | $25K | 0.0% | N/A | 0.003% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 15,870 | $590K | 0.0% | +265.5% | 0.081% | |
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