| 12/13/2024 | B. Riley Wealth Advisors Inc. | 1,930 | $227K | 0.0% | -21.9% | 0.025% | |
| 12/2/2024 | Beaird Harris Wealth Management LLC | 3,150 | $377K | 0.0% | N/A | 0.041% | |
| 11/20/2024 | Virtu Financial LLC | 11,022 | $1.32M | 0.1% | -28.6% | 0.145% | |
| 11/15/2024 | MML Investors Services LLC | 10,217 | $1.22M | 0.0% | +6.4% | 0.134% | |
| 11/15/2024 | Northeast Financial Consultants Inc | 1,740 | $208K | 0.0% | N/A | 0.023% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 5,801 | $695K | 0.0% | N/A | 0.076% | |
|
| 11/15/2024 | Jane Street Group LLC | 10,125 | $1.21M | 0.0% | -70.9% | 0.133% | |
| 11/15/2024 | Stifel Financial Corp | 10,023 | $1.20M | 0.0% | -2.1% | 0.132% | |
| 11/15/2024 | FSA Wealth Management LLC | 510 | $61K | 0.0% | N/A | 0.007% | |
| 11/13/2024 | FMR LLC | 1,495 | $179K | 0.0% | -49.4% | 0.020% | |
| 11/13/2024 | D.A. Davidson & CO. | 8,935 | $1.07M | 0.0% | +7.4% | 0.118% | |
| 11/12/2024 | Studio Investment Management LLC | 16,665 | $2.00M | 0.4% | -11.7% | 0.219% | |
| 11/12/2024 | Citigroup Inc. | 30,722 | $3.68M | 0.0% | +24.1% | 0.404% | |
| 11/8/2024 | Etfidea LLC | 1,810 | $217K | 0.1% | -10.5% | 0.024% | |
| 11/8/2024 | Lowery Thomas LLC | 27,602 | $3.31M | 2.2% | +3.7% | 0.363% | |
| 11/7/2024 | MidAtlantic Capital Management Inc. | 1,284 | $154K | 0.1% | N/A | 0.017% | |
| 11/4/2024 | Catalytic Wealth RIA LLC | 1,701 | $204K | 0.0% | N/A | 0.022% | |
| 11/4/2024 | Del Sette Capital Management LLC | 60,297 | $7.22M | 5.6% | N/A | 0.793% | |
| 11/1/2024 | Crumly & Associates Inc. | 39,105 | $4.68M | 1.3% | N/A | 0.515% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 15,327 | $1.84M | 0.0% | +18.1% | 0.202% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 9,158 | $1.10M | 0.1% | +18.2% | 0.121% | |
| 10/28/2024 | Principal Securities Inc. | 26,417 | $3.16M | 0.1% | +125.7% | 0.348% | |
| 10/24/2024 | Ackerman Capital Advisors LLC | 9,465 | $1.13M | 0.3% | -6.4% | 0.125% | |
| 10/23/2024 | Dakota Wealth Management | 1,800 | $216K | 0.0% | N/A | 0.024% | |
| 10/22/2024 | Private Advisor Group LLC | 19,059 | $2.28M | 0.0% | +6.2% | 0.251% | |
| 10/22/2024 | Sierra Capital LLC | 7,720 | $925K | 0.1% | -40.0% | 0.102% | |
| 10/21/2024 | Rodgers & Associates LTD | 4,060 | $486K | 0.1% | +97.1% | 0.053% | |
| 10/18/2024 | Raymond James & Associates | 47,561 | $5.70M | 0.0% | +65.0% | 0.626% | |
| 10/17/2024 | Strategic Advocates LLC | 112,116 | $13.43M | 4.8% | +2.4% | 1.475% | |
| 10/17/2024 | LexAurum Advisors LLC | 15,206 | $1.82M | 0.4% | N/A | 0.200% | |
| 10/16/2024 | Global Retirement Partners LLC | 54,789 | $6.56M | 0.2% | +0.3% | 0.721% | |
| 10/16/2024 | Indiana Trust & Investment Management Co | 586 | $70K | 0.0% | N/A | 0.008% | |
| 10/15/2024 | PFG Advisors | 19,752 | $2.37M | 0.1% | +6.8% | 0.260% | |
| 10/11/2024 | Creative Planning | 1,681 | $201K | 0.0% | N/A | 0.022% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 2,359 | $283K | 0.0% | -25.2% | 0.031% | |
| 10/10/2024 | Octavia Wealth Advisors LLC | 141,563 | $17.01M | 2.1% | +5.7% | 1.863% | |
| 10/8/2024 | Mather Group LLC. | 836 | $100K | 0.0% | -54.9% | 0.011% | |
| 10/7/2024 | Bank of New Hampshire | 35,902 | $4.30M | 1.1% | -2.0% | 0.472% | |
| 8/22/2024 | Cetera Investment Advisers | 9,882 | $1.09M | 0.0% | +4.0% | 0.130% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 2,470 | $273K | 0.0% | -33.0% | 0.033% | |
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| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 34,483 | $3.80M | 0.0% | +44.1% | 0.454% | |
| 8/12/2024 | ProVise Management Group LLC | 20,128 | $2.22M | 0.2% | +3.8% | 0.265% | |
| 8/10/2024 | Virtu Financial LLC | 15,439 | $1.70M | 0.1% | N/A | 0.203% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 114,333 | $12.60M | 0.0% | +24.4% | 1.504% | |
| 8/8/2024 | PFG Advisors | 18,486 | $2.04M | 0.1% | +5.7% | 0.243% | |
| 8/7/2024 | Studio Investment Management LLC | 18,882 | $2.09M | 0.5% | +17.0% | 0.248% | |
| 8/5/2024 | Blue Barn Wealth LLC | 5,444 | $600K | 0.3% | -8.5% | 0.072% | |
| 8/3/2024 | 9258 Wealth Management LLC | 2,682 | $296K | 0.0% | +3.7% | 0.035% | |
| 8/3/2024 | Lowery Thomas LLC | 26,610 | $2.93M | 2.1% | +4.9% | 0.350% | |
| 8/2/2024 | Octavia Wealth Advisors LLC | 133,978 | $14.81M | 2.0% | +4.4% | 1.763% | |
| 8/2/2024 | LMG Wealth Partners LLC | 64,644 | $7.13M | 1.8% | +1.4% | 0.851% | |
| 8/1/2024 | Valmark Advisers Inc. | 2,168 | $239K | 0.0% | N/A | 0.029% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 19,516 | $2.15M | 0.0% | +8.7% | 0.257% | |
| 7/30/2024 | International Assets Investment Management LLC | 690 | $76K | 0.0% | N/A | 0.009% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 15,006 | $1.65M | 0.0% | +0.7% | 0.197% | |
| 7/26/2024 | Atomi Financial Group Inc. | 3,800 | $419K | 0.0% | N/A | 0.050% | |
| 7/26/2024 | Sierra Capital LLC | 12,862 | $1.42M | 0.2% | -1.8% | 0.169% | |
| 7/26/2024 | Ackerman Capital Advisors LLC | 10,111 | $1.11M | 0.3% | +4.7% | 0.133% | |
| 7/26/2024 | Bank of New York Mellon Corp | 784,798 | $86.50M | 0.0% | -2.4% | 10.326% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 2,151 | $237K | 0.0% | -11.7% | 0.028% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 3,152 | $349K | 0.0% | -12.0% | 0.041% | |
| 7/19/2024 | Raymond James & Associates | 28,833 | $3.18M | 0.0% | +2.2% | 0.379% | |
| 7/17/2024 | Capital Wealth Management LLC | 8,033 | $885K | 0.4% | -2.7% | 0.106% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 2,228 | $246K | 0.0% | -11.6% | 0.029% | |
| 7/15/2024 | RFG Advisory LLC | 7,605 | $838K | 0.0% | +42.9% | 0.100% | |
| 7/11/2024 | Dougherty Wealth Advisers LLC | 51,610 | $5.69M | 5.0% | -0.9% | 0.679% | |
| 7/11/2024 | Strategic Advocates LLC | 109,439 | $12.06M | 4.8% | +11.3% | 1.440% | |
| 7/9/2024 | Mather Group LLC. | 1,854 | $208K | 0.0% | -17.0% | 0.024% | |
| 7/1/2024 | Bank of New Hampshire | 36,630 | $4.04M | 1.0% | +0.4% | 0.482% | |
| 6/13/2024 | Mosaic Family Wealth Partners LLC | 10,210 | $1.15M | 0.2% | -8.8% | 0.134% | |
| 5/29/2024 | Alexander Labrunerie & CO. Inc. | 8,932 | $1.00M | 0.6% | N/A | 0.118% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 8,631 | $970K | 0.0% | +57.4% | 0.114% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 3,185 | $358K | 0.1% | N/A | 0.042% | |
| 5/9/2024 | ProVise Management Group LLC | 19,396 | $2.18M | 0.2% | +6.8% | 0.255% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 320 | $36K | 0.0% | N/A | 0.004% | |
| 5/7/2024 | PFG Advisors | 17,495 | $1.97M | 0.1% | +12.6% | 0.230% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,519 | $283K | 0.0% | -9.2% | 0.033% | |
| 5/4/2024 | 9258 Wealth Management LLC | 2,586 | $291K | 0.0% | N/A | 0.034% | |
| 5/2/2024 | Salomon & Ludwin LLC | 620 | $70K | 0.0% | N/A | 0.008% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 12,861 | $1.45M | 0.0% | +63.3% | 0.169% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 3,581 | $403K | 0.0% | -80.2% | 0.047% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 17,950 | $2.02M | 0.0% | +4.4% | 0.236% | |
| 4/29/2024 | Sierra Capital LLC | 13,099 | $1.47M | 0.2% | +48.2% | 0.172% | |
| 4/29/2024 | RWA Wealth Partners LLC | 36,591 | $4.11M | 0.1% | -2.5% | 0.481% | |
| 4/27/2024 | Dougherty Wealth Advisers LLC | 52,059 | $5.85M | 5.2% | -1.4% | 0.685% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 14,898 | $1.68M | 0.0% | +9.1% | 0.196% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 9,653 | $1.09M | 0.3% | -16.0% | 0.127% | |
| 4/23/2024 | Global Retirement Partners LLC | 53,990 | $6.07M | 0.2% | +10.7% | 0.710% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 78,243 | $8.80M | 0.0% | +128.8% | 1.030% | |
| 4/19/2024 | Capital Wealth Management LLC | 8,258 | $928K | 0.4% | -1.6% | 0.109% | |
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| 4/19/2024 | Advisor Resource Council | 3,681 | $396K | 0.2% | N/A | 0.048% | |
| 4/15/2024 | Signet Financial Management LLC | 5,568 | $626K | 0.1% | -1.9% | 0.073% | |
| 4/15/2024 | Sunbelt Securities Inc. | 269 | $30K | 0.0% | +1,394.4% | 0.004% | |
| 4/11/2024 | RFG Advisory LLC | 5,322 | $598K | 0.0% | N/A | 0.094% | |
| 4/10/2024 | Bank of New Hampshire | 36,491 | $4.10M | 1.1% | +9.4% | 0.642% | |
| 4/3/2024 | Strategic Advocates LLC | 98,301 | $11.05M | 4.3% | +1,465.8% | 1.731% | |
| 2/16/2024 | Studio Investment Management LLC | 14,608 | $1.57M | 0.4% | +61.8% | 0.257% | |
| 2/14/2024 | Personal CFO Solutions LLC | 30,118 | $3.24M | 0.6% | +3.4% | 0.530% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 35,411 | $3.81M | 0.1% | +8.0% | 0.623% | |
| 2/9/2024 | ProVise Management Group LLC | 18,168 | $1.96M | 0.2% | +0.9% | 0.320% | |
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