| 2/18/2025 | Western Wealth Management LLC | 10,110 | $845K | 0.3% | -25.2% | 0.245% | |
| 2/17/2025 | Cetera Investment Advisers | 73,675 | $6.16M | 0.0% | +19.8% | 1.788% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 207,412 | $17.34M | 10.4% | N/A | 5.034% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 2,388 | $200K | 0.0% | N/A | 0.058% | |
| 2/14/2025 | Lido Advisors LLC | 179,933 | $15.04M | 0.1% | N/A | 4.367% | |
| 2/14/2025 | Betterment LLC | 2,916 | $244K | 0.0% | -4.9% | 0.071% | |
| 2/14/2025 | Leslie Global Wealth LLC | 77,992 | $6.52M | 3.0% | +16.5% | 1.893% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,027 | $337K | 0.0% | N/A | 0.098% | |
| 2/14/2025 | Stifel Financial Corp | 43,698 | $3.65M | 0.0% | -0.6% | 1.061% | |
| 2/14/2025 | MML Investors Services LLC | 32,195 | $2.69M | 0.0% | N/A | 0.781% | |
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| 2/13/2025 | Solano Wealth Investment Advisors LLC | 97,930 | $8.19M | 4.9% | N/A | 2.377% | |
| 2/13/2025 | Raymond James Financial Inc. | 336,518 | $28.13M | 0.0% | N/A | 8.168% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 6,270 | $524K | 0.0% | -4.6% | 0.152% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 50,084 | $4.19M | 0.0% | -20.4% | 1.216% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 6,086 | $508K | 0.0% | N/A | 0.148% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 45,381 | $3.79M | 0.0% | +9.4% | 1.101% | |
| 2/12/2025 | JPMorgan Chase & Co. | 110,773 | $9.26M | 0.0% | +22.2% | 2.689% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 3,703 | $310K | 0.0% | N/A | 0.090% | |
| 2/11/2025 | Modern Wealth Management LLC | 61,762 | $5.32M | 0.2% | -10.4% | 1.499% | |
| 2/11/2025 | LPL Financial LLC | 829,601 | $69.34M | 0.0% | +49.0% | 20.136% | |
| 2/10/2025 | Carlson Capital Management | 6,181 | $517K | 0.0% | -2.2% | 0.150% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 13,740 | $1.15M | 0.0% | +17.3% | 0.333% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 68,073 | $5.69M | 0.0% | -4.6% | 1.652% | |
| 2/10/2025 | Hollencrest Capital Management | 6,000 | $501K | 0.0% | N/A | 0.146% | |
| 2/7/2025 | Independent Advisor Alliance | 2,961 | $247K | 0.0% | N/A | 0.072% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 16,625 | $1.39M | 0.1% | +8.7% | 0.404% | |
| 2/6/2025 | Raymond James Financial Inc. | 336,518 | $28.13M | 0.0% | N/A | 8.168% | |
| 2/6/2025 | Synergy Investment Management LLC | 318 | $27K | 0.0% | N/A | 0.008% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 45,820 | $3.83M | 0.0% | N/A | 1.112% | |
| 2/5/2025 | Private Trust Co. NA | 3,775 | $315K | 0.0% | +82.8% | 0.092% | |
| 2/3/2025 | Sigma Planning Corp | 3,769 | $315K | 0.0% | -5.8% | 0.091% | |
| 2/3/2025 | Matauro LLC | 10,026 | $838K | 0.2% | N/A | 0.243% | |
| 2/3/2025 | PMG Wealth Management Inc. | 31,252 | $2.61M | 2.4% | N/A | 0.759% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 4,287 | $358K | 0.0% | +43.6% | 0.104% | |
| 2/3/2025 | Private Advisor Group LLC | 5,512 | $461K | 0.0% | N/A | 0.134% | |
| 2/3/2025 | Good Life Advisors LLC | 8,981 | $751K | 0.1% | -2.3% | 0.218% | |
| 1/31/2025 | Global Retirement Partners LLC | 66,071 | $5.52M | 0.2% | N/A | 1.604% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 3,160 | $264K | 0.0% | +16.0% | 0.077% | |
| 1/30/2025 | Valmark Advisers Inc. | 16,269 | $1.36M | 0.0% | N/A | 0.395% | |
| 1/30/2025 | Principal Securities Inc. | 4,109 | $343K | 0.0% | +97.1% | 0.100% | |
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| 1/30/2025 | Centerpoint Advisory Group | 3,800 | $318K | 0.3% | N/A | 0.092% | |
| 1/27/2025 | Financial Advocates Investment Management | 11,115 | $929K | 0.1% | -16.3% | 0.270% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 19,851 | $1.66M | 0.0% | +10.1% | 0.482% | |
| 1/24/2025 | Tempus Wealth Planning LLC | 18,135 | $1.52M | 0.5% | N/A | 0.440% | |
| 1/23/2025 | Fifth Third Securities Inc. | 22,836 | $1.91M | 0.2% | -0.6% | 0.554% | |
| 1/23/2025 | RVW Wealth LLC | 9,582 | $801K | 0.1% | -2.7% | 0.233% | |
| 1/22/2025 | Nilsine Partners LLC | 34,623 | $2.89M | 0.3% | N/A | 0.840% | |
| 1/22/2025 | Prism Advisors Inc. | 267,687 | $22.37M | 6.7% | +5.9% | 6.497% | |
| 1/22/2025 | Cathy Pareto & Associates Inc. | 5,184 | $433K | 0.4% | N/A | 0.126% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 93,033 | $7.78M | 0.4% | +239.2% | 2.258% | |
| 1/21/2025 | Sound Income Strategies LLC | 598 | $50K | 0.0% | N/A | 0.015% | |
| 1/21/2025 | Team Financial Group LLC | 98,715 | $8.25M | 4.9% | +0.7% | 2.396% | |
| 1/16/2025 | Willner & Heller LLC | 2,643 | $221K | 0.2% | N/A | 0.064% | |
| 1/14/2025 | Foresight Capital Management Advisors Inc. | 10,874 | $909K | 0.5% | -8.3% | 0.264% | |
| 1/13/2025 | Horizon Wealth Management LLC | 332,925 | $27.83M | 4.8% | N/A | 8.081% | |
| 1/10/2025 | ORG Partners LLC | 463 | $39K | 0.0% | N/A | 0.011% | |
| 12/26/2024 | JPMorgan Chase & Co. | 90,616 | $7.25M | 0.0% | +4.2% | 2.199% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 41,482 | $3.32M | 0.1% | -5.2% | 1.007% | |
| 11/15/2024 | Stifel Financial Corp | 43,965 | $3.52M | 0.0% | +5.4% | 1.067% | |
| 11/13/2024 | Carlson Capital Management | 6,317 | $505K | 0.0% | -12.2% | 0.153% | |
| 11/13/2024 | Private Trust Co. NA | 2,065 | $165K | 0.0% | +78.8% | 0.050% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 11,710 | $937K | 0.0% | +5.0% | 0.284% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 15,291 | $1.22M | 0.1% | +4.8% | 0.371% | |
| 11/4/2024 | Sigma Planning Corp | 4,003 | $320K | 0.0% | N/A | 0.097% | |
| 10/30/2024 | Leslie Global Wealth LLC | 66,959 | $5.36M | 2.6% | -4.6% | 1.625% | |
| 10/25/2024 | Financial Advocates Investment Management | 13,282 | $1.06M | 0.1% | -5.3% | 0.322% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 3,308 | $265K | 0.0% | +11.3% | 0.080% | |
| 10/23/2024 | Team Financial Group LLC | 98,018 | $7.84M | 4.8% | +2.6% | 2.379% | |
| 10/18/2024 | Raymond James & Associates | 57,973 | $4.64M | 0.0% | +96.1% | 1.407% | |
| 10/16/2024 | Prism Advisors Inc. | 252,821 | $20.23M | 5.8% | +27.8% | 6.136% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 2,520 | $202K | 0.0% | N/A | 0.061% | |
| 10/8/2024 | CWM LLC | 92,887 | $7.43M | 0.0% | -1.6% | 2.255% | |
| 10/7/2024 | Foresight Capital Management Advisors Inc. | 11,861 | $949K | 0.6% | +15.9% | 0.288% | |
| 8/22/2024 | Cetera Investment Advisers | 55,520 | $4.05M | 0.0% | +12.4% | 1.348% | |
| 8/14/2024 | Team Financial Group LLC | 95,518 | $6.97M | 4.7% | +4.9% | 2.318% | |
| 8/13/2024 | Legacy Financial Advisors Inc. | 210,497 | $15.36M | 2.7% | +11.1% | 5.109% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 11,149 | $814K | 0.0% | +45.7% | 0.271% | |
| 8/13/2024 | AE Wealth Management LLC | 68,059 | $4.97M | 0.0% | +34.3% | 1.652% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 110,966 | $8.10M | 0.0% | -3.9% | 2.693% | |
| 8/8/2024 | LPL Financial LLC | 496,639 | $36.25M | 0.0% | +24.6% | 12.054% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 14,591 | $1.07M | 0.1% | +18.8% | 0.354% | |
| 8/1/2024 | Private Wealth Strategies L.L.C. | 185,964 | $13.57M | 2.7% | +1.8% | 4.514% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 67,163 | $4.90M | 0.0% | +10.1% | 1.630% | |
| 7/29/2024 | Ridgewood Investments LLC | 1,274 | $93K | 0.1% | N/A | 0.031% | |
| 7/29/2024 | Financial Advocates Investment Management | 14,019 | $1.02M | 0.1% | -24.9% | 0.340% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 60,334 | $4.40M | 0.0% | -12.6% | 1.464% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 239,821 | $17.50M | 0.0% | -0.2% | 5.821% | |
| 7/19/2024 | Raymond James & Associates | 29,566 | $2.16M | 0.0% | +17.4% | 0.718% | |
| 7/15/2024 | Fifth Third Securities Inc. | 24,443 | $1.78M | 0.2% | N/A | 0.593% | |
| 7/11/2024 | Carlson Capital Management | 7,198 | $525K | 0.0% | -5.5% | 0.175% | |
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| 7/11/2024 | Foresight Capital Management Advisors Inc. | 10,234 | $747K | 0.5% | -1.8% | 0.248% | |
| 7/10/2024 | Prism Advisors Inc. | 197,854 | $14.44M | 4.4% | N/A | 4.802% | |
| 7/10/2024 | CWM LLC | 94,419 | $6.89M | 0.0% | -7.5% | 2.292% | |
| 7/8/2024 | RVW Wealth LLC | 9,895 | $722K | 0.1% | -63.4% | 0.240% | |
| 5/24/2024 | Cetera Advisors LLC | 9,662 | $730K | 0.0% | N/A | 0.235% | |
| 5/24/2024 | Cetera Investment Advisers | 49,407 | $3.74M | 0.0% | +702.8% | 1.199% | |
| 5/21/2024 | LRI Investments LLC | 5,434 | $411K | 0.1% | N/A | 0.132% | |
| 5/15/2024 | LRI Investments LLC | 5,434 | $402K | 0.1% | N/A | 0.132% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 3,970 | $300K | 0.0% | -14.6% | 0.096% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 60,992 | $4.61M | 0.0% | +24.7% | 1.605% | |
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