| 2/28/2025 | Park Square Financial Group LLC | 3,857 | $239K | 0.2% | N/A | 0.131% | |
| 2/26/2025 | LifeWealth Investments LLC | 5,827 | $362K | 0.2% | N/A | 0.198% | |
| 2/17/2025 | Captrust Financial Advisors | 18,547 | $1.15M | 0.0% | -3.6% | 0.554% | |
| 2/17/2025 | Bank of America Corp DE | 115,548 | $7.17M | 0.0% | -1.5% | 3.449% | |
| 2/17/2025 | Ameriprise Financial Inc. | 96,101 | $5.97M | 0.0% | +3.0% | 2.869% | |
| 2/14/2025 | Jane Street Group LLC | 3,932 | $244K | 0.0% | -57.6% | 0.117% | |
| 2/14/2025 | Transce3nd LLC | 1,568 | $97K | 0.0% | N/A | 0.047% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,157 | $1.19M | 0.0% | N/A | 0.572% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,298 | $1.07M | 0.0% | -23.3% | 0.516% | |
| 2/13/2025 | Prudential PLC | 21,354 | $1.33M | 0.0% | -12.9% | 0.637% | |
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| 2/11/2025 | LPL Financial LLC | 104,658 | $6.50M | 0.0% | +3.3% | 3.124% | |
| 2/10/2025 | Corient Private Wealth LLC | 58,460 | $3.63M | 0.0% | -6.5% | 1.745% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,691 | $540K | 0.0% | -5.8% | 0.259% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,972 | $247K | 0.0% | -30.3% | 0.119% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,157 | $1.19M | 0.0% | N/A | 0.572% | |
| 2/6/2025 | Vantage Financial Partners LLC | 6,546 | $406K | 0.1% | -9.3% | 0.195% | |
| 2/4/2025 | WealthShield Partners LLC | 17,265 | $1.07M | 0.2% | +2.5% | 0.515% | |
| 2/4/2025 | Wealthspire Advisors LLC | 35,385 | $2.20M | 0.0% | +1.1% | 1.056% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 7,483 | $465K | 0.5% | -7.3% | 0.223% | |
| 1/29/2025 | Pineridge Advisors LLC | 609 | $38K | 0.0% | -29.6% | 0.018% | |
| 1/23/2025 | Crews Bank & Trust | 1,840 | $114K | 0.0% | N/A | 0.055% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 5,783 | $359K | 0.0% | -3.1% | 0.173% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 40,174 | $2.49M | 0.7% | +458.7% | 1.199% | |
| 11/15/2024 | Jane Street Group LLC | 9,276 | $619K | 0.0% | -37.0% | 0.277% | |
| 11/14/2024 | Captrust Financial Advisors | 19,231 | $1.28M | 0.0% | -1.8% | 0.574% | |
| 11/1/2024 | Assetmark Inc. | 21,567 | $1.44M | 0.0% | -56.3% | 0.644% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,701 | $380K | 0.0% | -4.3% | 0.170% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,349 | $2.09M | 0.0% | -35.9% | 0.936% | |
| 10/22/2024 | Private Advisor Group LLC | 3,575 | $238K | 0.0% | -28.4% | 0.107% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 5,967 | $398K | 0.0% | +10.6% | 0.178% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 7,191 | $480K | 0.1% | N/A | 0.215% | |
| 10/16/2024 | Crescent Sterling Ltd. | 8,147 | $543K | 0.5% | -4.4% | 0.243% | |
| 10/10/2024 | Simplicity Wealth LLC | 5,964 | $398K | 0.0% | +32.6% | 0.178% | |
| 8/21/2024 | Truist Financial Corp | 17,800 | $1.05M | 0.0% | -7.3% | 0.531% | |
| 8/16/2024 | Susquehanna International Group LLP | 55,029 | $3.25M | 0.0% | +59.5% | 1.643% | |
| 8/13/2024 | AE Wealth Management LLC | 327,339 | $19.35M | 0.2% | +5.9% | 9.771% | |
| 8/7/2024 | Vantage Financial Partners LLC | 7,312 | $432K | 0.1% | -18.5% | 0.218% | |
| 8/7/2024 | Prudential PLC | 14,114 | $834K | 0.0% | -9.4% | 0.421% | |
| 8/2/2024 | Larson Financial Group LLC | 2,291 | $135K | 0.0% | +1,039.8% | 0.068% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 5,396 | $319K | 0.0% | -7.6% | 0.161% | |
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| 7/31/2024 | Farther Finance Advisors LLC | 5,958 | $353K | 0.0% | -3.1% | 0.178% | |
| 7/30/2024 | Key Financial Inc | 1,965 | $116K | 0.0% | +39,200.0% | 0.059% | |
| 7/26/2024 | WealthShield Partners LLC | 16,223 | $959K | 0.1% | +2.7% | 0.484% | |
| 7/18/2024 | Triad Wealth Partners LLC | 847 | $50K | 0.0% | N/A | 0.025% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 48,933 | $2.89M | 0.0% | +1.3% | 1.461% | |
| 7/10/2024 | Simplicity Wealth LLC | 4,498 | $266K | 0.0% | N/A | 0.134% | |
| 5/17/2024 | Pineridge Advisors LLC | 1,078 | $65K | 0.0% | -33.4% | 0.032% | |
| 5/16/2024 | Slagle Financial LLC | 4,070 | $244K | 0.1% | -55.9% | 0.121% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,908 | $594K | 0.0% | -10.1% | 0.296% | |
| 5/2/2024 | Vantage Financial Partners LLC | 8,972 | $538K | 0.1% | -4.2% | 0.268% | |
| 5/1/2024 | Private Advisor Group LLC | 7,592 | $455K | 0.0% | -5.1% | 0.227% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,350 | $141K | 0.0% | -24.6% | 0.070% | |
| 4/20/2024 | KWB Wealth | 5,480 | $329K | 0.0% | -25.9% | 0.164% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 48,286 | $2.90M | 0.0% | -15.4% | 1.441% | |
| 3/5/2024 | Slagle Financial LLC | 9,220 | $558K | 0.1% | +100.0% | 0.236% | |
| 3/1/2024 | Pineridge Advisors LLC | 1,618 | $98K | 0.0% | N/A | 0.041% | |
| 2/14/2024 | Mmbg Investment Advisors CO. | 7,375 | $446K | 0.1% | N/A | 0.189% | |
| 2/14/2024 | Prudential PLC | 18,338 | $1.11M | 0.0% | +88.9% | 0.470% | |
| 2/9/2024 | Tidemark LLC | 723 | $44K | 0.0% | N/A | 0.019% | |
| 2/9/2024 | Assetmark Inc. | 43,633 | $2.64M | 0.0% | -2.2% | 1.119% | |
| 2/9/2024 | Corient Private Wealth LLC | 76,133 | $4.60M | 0.0% | -13.0% | 1.952% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 5,975 | $354K | 0.0% | -29.6% | 0.153% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 11,020 | $666K | 0.0% | -3.5% | 0.283% | |
| 2/6/2024 | Private Advisor Group LLC | 7,999 | $484K | 0.0% | -4.9% | 0.205% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,115 | $188K | 0.0% | -12.9% | 0.080% | |
| 2/5/2024 | Vantage Financial Partners LLC | 9,366 | $566K | 0.2% | N/A | 0.240% | |
| 2/2/2024 | Truist Financial Corp | 13,227 | $800K | 0.0% | +25.5% | 0.339% | |
| 1/29/2024 | Simplicity Wealth LLC | 3,531 | $214K | 0.1% | N/A | 0.091% | |
| 1/29/2024 | ORG Partners LLC | 5,672 | $343K | 0.1% | +1,034.4% | 0.145% | |
| 1/26/2024 | B.O.S.S. Retirement Advisors LLC | 26,043 | $1.58M | 0.3% | +10.3% | 0.668% | |
| 1/23/2024 | WealthShield Partners LLC | 15,328 | $927K | 0.2% | +2.1% | 0.393% | |
| 1/18/2024 | Altfest L J & Co. Inc. | 4,459 | $270K | 0.0% | N/A | 0.114% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,132 | $552K | 0.0% | -32.3% | 0.234% | |
| 1/11/2024 | KWB Wealth | 7,393 | $447K | 0.1% | -5.9% | 0.190% | |
| 1/8/2024 | B.O.S.S. Retirement Advisors LLC | 23,136 | $1.40M | 0.3% | -2.0% | 0.593% | |
| 1/8/2024 | Baldwin Brothers LLC MA | 741 | $45K | 0.0% | N/A | 0.019% | |
| 11/13/2023 | LPL Financial LLC | 84,819 | $4.63M | 0.0% | +15.6% | 2.175% | |
| 11/13/2023 | Prudential PLC | 9,708 | $530K | 0.0% | +159.4% | 0.249% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 481 | $26K | 0.0% | -36.7% | 0.012% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 11,420 | $623K | 0.0% | -1.7% | 0.293% | |
| 11/3/2023 | ORG Partners LLC | 500 | $27K | 0.0% | -87.8% | 0.013% | |
| 11/3/2023 | Private Advisor Group LLC | 8,415 | $459K | 0.0% | -15.7% | 0.216% | |
| 10/27/2023 | Assetmark Inc. | 44,592 | $2.43M | 0.0% | -1.6% | 1.143% | |
| 10/25/2023 | BluePath Capital Management LLC | 830 | $45K | 0.0% | N/A | 0.021% | |
| 10/25/2023 | WealthShield Partners LLC | 15,016 | $820K | 0.1% | +3.6% | 0.385% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,480 | $736K | 0.0% | -11.4% | 0.346% | |
| 10/24/2023 | Crescent Sterling Ltd. | 9,117 | $498K | 0.5% | -11.6% | 0.234% | |
| 10/17/2023 | B.O.S.S. Retirement Advisors LLC | 23,609 | $1.29M | 0.3% | +8.9% | 0.605% | |
| 10/11/2023 | AE Wealth Management LLC | 441,528 | $24.10M | 0.1% | +1.3% | 11.321% | |
| 10/11/2023 | KWB Wealth | 7,859 | $451K | 0.1% | -5.2% | 0.202% | |
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| 10/5/2023 | Foundations Investment Advisors LLC | 8,487 | $463K | 0.0% | +16.3% | 0.218% | |
| 8/17/2023 | Imprint Wealth LLC | 23,021 | $2.30M | 0.1% | N/A | 0.590% | |
| 8/10/2023 | Private Advisor Group LLC | 9,982 | $573K | 0.0% | -5.4% | 0.256% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 21,500 | $1.23M | 0.0% | -13.8% | 0.551% | |
| 8/3/2023 | CWM LLC | 965 | $55K | 0.0% | +2,657.1% | 0.025% | |
| 8/3/2023 | WealthShield Partners LLC | 14,490 | $832K | 0.1% | +14.5% | 0.372% | |
| 8/3/2023 | Crescent Sterling Ltd. | 10,309 | $592K | 0.6% | -2.4% | 0.264% | |
| 8/1/2023 | Truist Financial Corp | 9,629 | $553K | 0.0% | +5.9% | 0.236% | |
| 7/31/2023 | LPL Financial LLC | 73,380 | $4.21M | 0.0% | -12.2% | 1.799% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 15,206 | $873K | 0.0% | +7.3% | 0.373% | |
