| 11/18/2024 | Asset Allocation Strategies LLC | 45,229 | $1.61M | 0.5% | N/A | 0.801% | |
| 11/15/2024 | IHT Wealth Management LLC | 544,962 | $19.36M | 0.5% | +0.7% | 9.645% | |
| 11/14/2024 | Centric Wealth Management | 14,659 | $517K | 0.1% | -95.0% | 0.259% | |
| 11/13/2024 | Avestar Capital LLC | 176,456 | $6.27M | 0.6% | -6.1% | 3.123% | |
| 11/13/2024 | Elios Financial Group Inc. | 17,360 | $617K | 0.3% | N/A | 0.307% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 510,288 | $18.13M | 0.2% | +61.1% | 9.032% | |
|
| 11/6/2024 | Comprehensive Wealth Management LLC | 55,878 | $1.99M | 1.3% | +7.3% | 0.989% | |
| 11/5/2024 | Harbour Investments Inc. | 7,807 | $277K | 0.0% | +31.0% | 0.138% | |
| 11/1/2024 | Assetmark Inc. | 922 | $33K | 0.0% | N/A | 0.016% | |
| 10/31/2024 | Washington Trust Bank | 119,839 | $4.26M | 0.4% | +186.2% | 2.121% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,279 | $45K | 0.0% | N/A | 0.023% | |
| 10/28/2024 | Austin Wealth Management LLC | 60,391 | $2.12M | 0.5% | -6.7% | 1.069% | |
| 10/25/2024 | Trajan Wealth LLC | 15,516 | $551K | 0.0% | -15.9% | 0.275% | |
| 10/24/2024 | Concord Wealth Partners | 777 | $28K | 0.0% | N/A | 0.014% | |
| 10/22/2024 | Private Advisor Group LLC | 23,671 | $841K | 0.0% | -18.4% | 0.419% | |
| 10/22/2024 | My Legacy Advisors LLC | 6,043 | $215K | 0.1% | -65.3% | 0.107% | |
| 10/21/2024 | Stewardship Advisors LLC | 222,699 | $7.91M | 2.2% | N/A | 3.942% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 33,300 | $1.18M | 0.4% | -4.7% | 0.589% | |
| 10/11/2024 | Empirical Asset Management LLC | 46,726 | $1.66M | 0.2% | -27.7% | 0.827% | |
| 8/22/2024 | Cetera Investment Advisers | 53,884 | $1.95M | 0.0% | -5.0% | 0.954% | |
| 8/5/2024 | Private Advisor Group LLC | 28,991 | $1.05M | 0.0% | +81.9% | 0.513% | |
| 8/2/2024 | Endowment Wealth Management Inc. | 14,614 | $530K | 0.4% | -2.5% | 0.259% | |
| 7/31/2024 | Austin Wealth Management LLC | 64,727 | $2.38M | 0.6% | -0.9% | 1.146% | |
| 7/29/2024 | Washington Trust Bank | 41,876 | $1.52M | 0.2% | -48.3% | 0.741% | |
| 7/27/2024 | Trajan Wealth LLC | 18,441 | $669K | 0.0% | -16.2% | 0.326% | |
| 7/26/2024 | Harbour Investments Inc. | 5,958 | $216K | 0.0% | +25.2% | 0.105% | |
| 7/24/2024 | My Legacy Advisors LLC | 17,394 | $631K | 0.2% | N/A | 0.308% | |
| 7/24/2024 | &PARTNERS | 41,425 | $1.50M | 0.1% | +37.6% | 0.733% | |
| 7/12/2024 | Cardinal Point Capital Management ULC | 6,760 | $245K | 0.0% | -35.2% | 0.120% | |
| 7/12/2024 | Twelve Points Wealth Management LLC | 34,942 | $1.27M | 0.4% | -7.2% | 0.618% | |
| 7/11/2024 | Strategic Advocates LLC | 24,488 | $888K | 0.4% | +23.4% | 0.433% | |
| 5/24/2024 | Cetera Advisors LLC | 6,305 | $236K | 0.0% | N/A | 0.112% | |
| 5/24/2024 | Cetera Investment Advisers | 56,722 | $2.13M | 0.0% | +364.9% | 1.004% | |
| 5/23/2024 | Austin Wealth Management LLC | 65,335 | $2.40M | 0.6% | -8.0% | 1.156% | |
| 5/17/2024 | Comerica Bank | 759 | $28K | 0.0% | -97.8% | 0.013% | |
| 5/16/2024 | Jane Street Group LLC | 218,309 | $8.19M | 0.0% | N/A | 3.864% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 14,983 | $562K | 0.4% | -11.0% | 0.265% | |
| 5/8/2024 | Ethos Financial Group LLC | 260,740 | $9.78M | 1.9% | +8.2% | 4.615% | |
| 5/8/2024 | Advisors Preferred LLC | 4,655 | $175K | 0.0% | +244.6% | 0.082% | |
| 5/8/2024 | O Dell Group LLC | 304,436 | $11.42M | 2.8% | +112.8% | 5.388% | |
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| 5/2/2024 | Comprehensive Wealth Management LLC | 49,762 | $1.87M | 1.5% | -0.8% | 0.881% | |
| 5/1/2024 | Centric Wealth Management | 284,631 | $10.41M | 3.3% | -1.7% | 5.038% | |
| 4/30/2024 | Private Advisor Group LLC | 15,939 | $598K | 0.0% | -50.2% | 0.282% | |
| 4/25/2024 | Eudaimonia Partners LLC | 5,550 | $208K | 0.0% | N/A | 0.107% | |
| 4/23/2024 | KLR Investment Advisors LLC | 28,991 | $1.07M | 0.8% | -12.7% | 0.558% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 57,556 | $2.16M | 0.0% | -11.1% | 1.107% | |
| 4/11/2024 | &PARTNERS | 30,113 | $1.13M | 0.2% | N/A | 0.744% | |
| 4/3/2024 | Strategic Advocates LLC | 19,849 | $744K | 0.3% | -4.3% | 0.490% | |
| 2/21/2024 | Austin Wealth Management LLC | 71,028 | $2.58M | 0.7% | -6.3% | 1.754% | |
| 2/16/2024 | O Dell Group LLC | 143,040 | $5.02M | 1.3% | -1.1% | 3.532% | |
| 2/15/2024 | Comerica Bank | 34,589 | $1.21M | 0.0% | +7,944.0% | 0.854% | |
| 2/14/2024 | Washington Trust Bank | 94,760 | $3.32M | 0.3% | +362.6% | 2.340% | |
| 2/12/2024 | Avestar Capital LLC | 155,864 | $5.47M | 0.6% | -21.1% | 3.848% | |
| 2/8/2024 | KLR Investment Advisors LLC | 33,206 | $1.17M | 0.8% | +1.7% | 0.820% | |
| 2/7/2024 | Strategic Advocates LLC | 20,737 | $727K | 0.3% | -10.5% | 0.512% | |
| 2/7/2024 | Endowment Wealth Management Inc. | 16,837 | $590K | 0.5% | -5.8% | 0.416% | |
| 2/7/2024 | Ethos Financial Group LLC | 240,948 | $8.45M | 1.8% | N/A | 5.949% | |
| 2/6/2024 | Centric Wealth Management | 289,644 | $10.16M | 3.3% | N/A | 7.152% | |
| 2/6/2024 | Private Advisor Group LLC | 31,999 | $1.12M | 0.0% | +15.1% | 0.790% | |
| 1/29/2024 | Perigon Wealth Management LLC | 10,478 | $367K | 0.0% | N/A | 0.259% | |
| 1/24/2024 | Advisors Preferred LLC | 1,351 | $47K | 0.0% | N/A | 0.033% | |
| 1/24/2024 | International Assets Investment Management LLC | 2,490 | $87K | 0.0% | N/A | 0.061% | |
| 1/19/2024 | Fermata Advisors LLC | 6,203 | $218K | 0.1% | +4.9% | 0.153% | |
| 1/19/2024 | Columbus Macro LLC | 6,150 | $215K | 0.1% | N/A | 0.152% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 64,732 | $2.27M | 0.0% | +134.0% | 1.598% | |
| 1/12/2024 | Comprehensive Wealth Management LLC | 50,164 | $1.76M | 1.6% | +0.9% | 1.239% | |
| 1/12/2024 | Twelve Points Wealth Management LLC | 38,406 | $1.35M | 0.6% | -6.5% | 0.948% | |
| 1/12/2024 | Cardinal Point Capital Management ULC | 142,107 | $4.98M | 1.2% | +1.0% | 3.509% | |
| 1/12/2024 | My Legacy Advisors LLC | 20,774 | $727K | 0.3% | +2.0% | 0.513% | |
| 1/12/2024 | Empirical Asset Management LLC | 71,220 | $2.50M | 2.0% | -1.8% | 1.759% | |
| 12/5/2023 | Austin Wealth Management LLC | 75,841 | $2.63M | 0.8% | N/A | 1.873% | |
| 11/14/2023 | O Dell Group LLC | 144,600 | $5.09M | 1.6% | +4.3% | 3.570% | |
| 11/13/2023 | LPL Financial LLC | 189,750 | $6.68M | 0.0% | +13.5% | 4.685% | |
| 11/13/2023 | Cambria Investment Management L.P. | 420,635 | $14.81M | 1.2% | -6.9% | 10.386% | |
| 11/13/2023 | Kestra Advisory Services LLC | 15,590 | $549K | 0.0% | N/A | 0.385% | |
| 11/9/2023 | Betterment LLC | 89,422 | $3.15M | 0.0% | -5.3% | 2.208% | |
| 11/8/2023 | KLR Investment Advisors LLC | 32,640 | $1.10M | 1.0% | -3.3% | 0.806% | |
| 11/8/2023 | Moors & Cabot Inc. | 8,000 | $282K | 0.0% | +26.0% | 0.198% | |
| 11/7/2023 | Efficient Advisors LLC | 97,051 | $3.42M | 0.2% | -11.1% | 2.396% | |
| 11/7/2023 | Fermata Advisors LLC | 5,914 | $208K | 0.1% | -4.8% | 0.146% | |
| 11/6/2023 | Washington Trust Bank | 20,483 | $721K | 0.1% | -46.4% | 0.506% | |
| 11/3/2023 | Private Advisor Group LLC | 27,805 | $979K | 0.0% | +14.1% | 0.687% | |
| 10/31/2023 | Endowment Wealth Management Inc. | 17,867 | $629K | 0.6% | -2.9% | 0.441% | |
| 10/20/2023 | Avestar Capital LLC | 197,573 | $6.96M | 1.0% | +11.6% | 4.878% | |
| 10/20/2023 | Cardinal Point Capital Management ULC | 140,657 | $4.95M | 1.3% | +6.0% | 3.473% | |
| 10/13/2023 | Cooper Financial Group | 16,818 | $592K | 0.1% | -10.2% | 0.415% | |
| 10/11/2023 | AE Wealth Management LLC | 13,573 | $478K | 0.0% | -5.4% | 0.335% | |
| 8/11/2023 | Cibc World Market Inc. | 56,189 | $1.97M | 0.0% | N/A | 1.387% | |
| 8/10/2023 | Private Advisor Group LLC | 24,374 | $857K | 0.0% | +15.2% | 0.602% | |
| 8/10/2023 | Moors & Cabot Inc. | 6,350 | $222K | 0.0% | N/A | 0.157% | |
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| 8/10/2023 | Cambria Investment Management L.P. | 451,846 | $15.81M | 1.3% | +369.3% | 11.157% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 51,296 | $1.80M | 0.0% | +4.6% | 1.267% | |
| 8/10/2023 | Cardinal Point Capital Management ULC | 132,687 | $4.64M | 1.4% | -50.9% | 3.276% | |
| 8/10/2023 | Cetera Investment Advisers | 10,375 | $363K | 0.0% | N/A | 0.256% | |
| 8/8/2023 | KLR Investment Advisors LLC | 33,760 | $1.18M | 1.0% | +3.4% | 0.834% | |
| 8/8/2023 | Efficient Advisors LLC | 109,134 | $3.82M | 0.2% | -14.8% | 2.695% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 57,828 | $2.02M | 0.0% | +24.2% | 1.428% | |
| 8/2/2023 | Avestar Capital LLC | 177,070 | $6.20M | 1.0% | N/A | 4.372% | |
| 8/1/2023 | Empirical Asset Management LLC | 74,848 | $2.62M | 2.3% | +3.9% | 1.848% | |
| 7/31/2023 | LPL Financial LLC | 167,211 | $5.85M | 0.0% | +2.3% | 4.129% | |
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