| 11/15/2024 | MML Investors Services LLC | 5,052 | $552K | 0.0% | -14.5% | 0.226% | |
| 11/15/2024 | Stifel Financial Corp | 18,662 | $2.04M | 0.0% | -1.4% | 0.833% | |
| 11/15/2024 | Benjamin Edwards Inc. | 6,012 | $657K | 0.0% | N/A | 0.268% | |
| 11/14/2024 | Captrust Financial Advisors | 12,993 | $1.42M | 0.0% | -7.7% | 0.580% | |
| 11/13/2024 | FMR LLC | 640 | $70K | 0.0% | +40.0% | 0.029% | |
| 11/7/2024 | Theory Financial LLC | 30,237 | $3.20M | 1.2% | -2.5% | 1.350% | |
|
| 10/24/2024 | Valley National Advisers Inc. | 1,035 | $113K | 0.0% | +97.1% | 0.046% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,755 | $1.72M | 0.0% | -24.5% | 0.703% | |
| 10/16/2024 | Smallwood Wealth Investment Management LLC | 6,516 | $712K | 0.5% | +65.9% | 0.291% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 15,841 | $1.73M | 0.5% | +7.1% | 0.707% | |
| 10/9/2024 | Matrix Trust Co | 266 | $29K | 0.0% | N/A | 0.012% | |
| 10/8/2024 | CWM LLC | 2,060 | $225K | 0.0% | -9.7% | 0.092% | |
| 8/21/2024 | Truist Financial Corp | 3,639 | $361K | 0.0% | -2.7% | 0.162% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,191 | $317K | 0.0% | +9.3% | 0.142% | |
| 8/16/2024 | Creative Planning | 4,235 | $420K | 0.0% | N/A | 0.189% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 7,499 | $744K | 0.0% | -14.6% | 0.335% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,355 | $928K | 0.0% | +8.3% | 0.418% | |
| 7/29/2024 | Armbruster Capital Management Inc. | 83,869 | $8.32M | 1.7% | -1.9% | 3.744% | |
| 7/26/2024 | Smallwood Wealth Investment Management LLC | 3,927 | $390K | 0.3% | N/A | 0.175% | |
| 7/18/2024 | Valley National Advisers Inc. | 525 | $52K | 0.0% | -15.7% | 0.023% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 20,860 | $2.07M | 0.0% | -17.1% | 0.931% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 3,650 | $362K | 0.1% | N/A | 0.163% | |
| 7/12/2024 | Twelve Points Wealth Management LLC | 14,797 | $1.47M | 0.5% | +8.9% | 0.661% | |
| 7/10/2024 | CWM LLC | 2,281 | $226K | 0.0% | -17.0% | 0.102% | |
| 5/24/2024 | Cetera Advisors LLC | 6,663 | $716K | 0.0% | +3.9% | 0.297% | |
| 5/7/2024 | Choate Investment Advisors | 2,750 | $296K | 0.0% | N/A | 0.123% | |
| 5/7/2024 | NTV Asset Management LLC | 19,136 | $2.06M | 0.3% | -5.9% | 0.854% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 8,639 | $929K | 0.0% | +3.9% | 0.372% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 8,777 | $944K | 0.0% | +31.2% | 0.378% | |
| 4/19/2024 | Valley National Advisers Inc. | 623 | $66K | 0.0% | -19.7% | 0.027% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 25,178 | $2.71M | 0.0% | -53.8% | 1.085% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 46,558 | $5.01M | 0.2% | -3.9% | 2.007% | |
| 4/13/2024 | IMC Chicago LLC | 38,211 | $4.11M | 0.0% | N/A | 1.475% | |
| 4/5/2024 | Summit Financial Group Inc. | 6,660 | $716K | 0.3% | -12.0% | 0.257% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 2,132 | $229K | 0.0% | N/A | 0.082% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 21,335 | $2.29M | 0.0% | +55.3% | 0.824% | |
| 2/7/2024 | Theory Financial LLC | 39,869 | $4.28M | 2.3% | +1.5% | 1.539% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 48,459 | $5.20M | 0.2% | -11.8% | 1.871% | |
| 2/6/2024 | NTV Asset Management LLC | 20,341 | $2.18M | 0.4% | -14.2% | 0.785% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 3,081 | $331K | 0.0% | +11.3% | 0.119% | |
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| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 6,691 | $718K | 0.0% | -14.0% | 0.258% | |
| 2/2/2024 | Truist Financial Corp | 4,579 | $491K | 0.0% | -8.5% | 0.177% | |
| 2/1/2024 | Armbruster Capital Management Inc. | 88,052 | $9.45M | 2.2% | -7.8% | 3.400% | |
| 2/1/2024 | CWM LLC | 2,997 | $322K | 0.0% | +282.3% | 0.116% | |
| 1/26/2024 | Lester Murray Antman dba SimplyRich | 8,686 | $932K | 0.3% | N/A | 0.335% | |
| 1/25/2024 | International Assets Investment Management LLC | 11,582 | $1.24M | 0.0% | N/A | 0.447% | |
| 1/25/2024 | Valley National Advisers Inc. | 776 | $83K | 0.0% | N/A | 0.030% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 8,028 | $861K | 0.0% | +8.6% | 0.310% | |
| 1/24/2024 | International Assets Investment Management LLC | 11,582 | $1.24M | 0.0% | N/A | 0.447% | |
| 1/22/2024 | One Plus One Wealth Management LLC | 7,394 | $793K | 0.5% | +3.3% | 0.285% | |
| 1/18/2024 | Global Retirement Partners LLC | 4,238 | $423K | 0.0% | +4.4% | 0.164% | |
| 1/12/2024 | Twelve Points Wealth Management LLC | 12,485 | $1.34M | 0.6% | +11.1% | 0.482% | |
| 1/12/2024 | Summit Financial Group Inc. | 7,570 | $812K | 0.3% | -11.1% | 0.292% | |
| 11/27/2023 | AllSquare Wealth Management LLC | 75,545 | $6.88M | 4.4% | -0.8% | 2.917% | |
| 11/15/2023 | Theory Financial LLC | 39,290 | $3.58M | 2.1% | -4.8% | 1.517% | |
| 11/15/2023 | Axxcess Wealth Management LLC | 2,769 | $252K | 0.0% | N/A | 0.107% | |
| 11/13/2023 | Stifel Financial Corp | 20,143 | $1.84M | 0.0% | +2.0% | 0.778% | |
| 11/13/2023 | LPL Financial LLC | 112,515 | $10.25M | 0.0% | +3.7% | 4.344% | |
| 11/9/2023 | UBS Group AG | 50,300 | $4.58M | 0.0% | +3.5% | 1.942% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 6,644 | $605K | 0.0% | +2.2% | 0.257% | |
| 11/7/2023 | Merit Financial Group LLC | 22,789 | $2.08M | 0.1% | +5.6% | 0.880% | |
| 11/6/2023 | NTV Asset Management LLC | 23,696 | $2.16M | 0.4% | -7.1% | 0.915% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 7,392 | $673K | 0.0% | -11.7% | 0.285% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 3,776 | $344K | 0.0% | -5.1% | 0.146% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 10,701 | $975K | 0.0% | +3.2% | 0.413% | |
| 10/17/2023 | Armbruster Capital Management Inc. | 95,451 | $8.69M | 2.2% | -1.6% | 3.685% | |
| 10/17/2023 | Summit Financial Group Inc. | 8,515 | $776K | 0.3% | -30.9% | 0.329% | |
| 10/13/2023 | Global Retirement Partners LLC | 4,060 | $357K | 0.0% | -11.0% | 0.157% | |
| 10/12/2023 | IFP Advisors Inc | 3,178 | $289K | 0.0% | +535.6% | 0.123% | |
| 10/12/2023 | One Plus One Wealth Management LLC | 7,157 | $652K | 0.4% | -11.4% | 0.276% | |
| 10/12/2023 | IMC Chicago LLC | 27,881 | $2.54M | 0.0% | +10.2% | 1.076% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 54,959 | $5.01M | 0.2% | -20.5% | 2.122% | |
| 8/10/2023 | Cetera Advisors LLC | 6,238 | $583K | 0.0% | -25.1% | 0.241% | |
| 8/8/2023 | Theory Financial LLC | 41,258 | $3.86M | 2.2% | +8.8% | 1.593% | |
| 8/3/2023 | Armbruster Capital Management Inc. | 97,012 | $9.07M | 2.2% | +1.1% | 3.746% | |
| 8/2/2023 | NTV Asset Management LLC | 25,496 | $2.39M | 0.4% | -9.4% | 0.988% | |
| 8/1/2023 | Merit Financial Group LLC | 21,579 | $2.02M | 0.1% | +291.5% | 0.836% | |
| 7/31/2023 | LPL Financial LLC | 108,505 | $10.15M | 0.0% | -18.2% | 4.206% | |
| 7/26/2023 | American Institute for Advanced Investment Management LLP | 6,501 | $608K | 0.5% | +5.7% | 0.252% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 6,501 | $608K | 0.0% | -3.2% | 0.252% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,979 | $372K | 0.0% | -87.8% | 0.154% | |
| 7/20/2023 | Global Retirement Partners LLC | 4,564 | $427K | 0.0% | -8.8% | 0.177% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 8,374 | $783K | 0.0% | +48.1% | 0.325% | |
| 7/17/2023 | One Plus One Wealth Management LLC | 8,079 | $756K | 0.5% | +1.6% | 0.313% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 69,150 | $6.47M | 0.3% | +23.1% | 2.680% | |
| 7/17/2023 | Ayalon Insurance Comp Ltd. | 7,023 | $657K | 0.3% | -2.5% | 0.272% | |
| 7/14/2023 | IMC Chicago LLC | 25,308 | $2.37M | 0.0% | +68.3% | 0.981% | |
| 7/13/2023 | Summit Financial Group Inc. | 12,315 | $1.15M | 0.4% | -3.6% | 0.477% | |
| 7/13/2023 | Twelve Points Wealth Management LLC | 10,502 | $982K | 0.5% | +13.6% | 0.407% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 13,855 | $1.30M | 0.0% | -5.4% | 0.537% | |
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| 7/12/2023 | MJP Associates Inc. ADV | 2,429 | $227K | 0.1% | -99.0% | 0.094% | |
| 5/18/2023 | SkyView Investment Advisors LLC | 25,951 | $2.35M | 0.6% | N/A | 0.816% | |
| 5/15/2023 | Gladstone Institutional Advisory LLC | 79,926 | $7.25M | 0.5% | N/A | 2.513% | |
| 5/12/2023 | Theory Financial LLC | 37,934 | $3.44M | 2.1% | -1.9% | 1.193% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 14,646 | $1.33M | 0.0% | +12.0% | 0.461% | |
| 5/11/2023 | Legacy Capital Group California Inc. | 31,841 | $2.89M | 1.4% | N/A | 1.001% | |
| 5/10/2023 | Oppenheimer & Co. Inc. | 13,861 | $1.26M | 0.0% | +18.8% | 0.436% | |
| 5/10/2023 | LPL Financial LLC | 132,674 | $12.03M | 0.0% | +15.7% | 4.172% | |
| 5/9/2023 | Armbruster Capital Management Inc. | 95,959 | $8.70M | 2.2% | -1.1% | 3.018% | |
| 5/8/2023 | Global Retirement Partners LLC | 5,004 | $429K | 0.0% | +5.9% | 0.157% | |
