| 11/15/2024 | Stifel Financial Corp | 10,387 | $538K | 0.0% | +14.7% | 0.100% | |
| 11/15/2024 | HighTower Advisors LLC | 91,031 | $4.73M | 0.0% | +5.3% | 0.878% | |
| 11/15/2024 | Hilltop Holdings Inc. | 23,787 | $1.23M | 0.1% | N/A | 0.229% | |
| 11/14/2024 | CreativeOne Wealth LLC | 69,095 | $3.58M | 0.1% | +19.1% | 0.666% | |
| 11/12/2024 | Nwam LLC | 5,073 | $263K | 0.0% | N/A | 0.049% | |
| 11/9/2024 | LPL Financial LLC | 4,039,488 | $209.39M | 0.1% | +4.3% | 38.954% | |
|
| 11/8/2024 | Kraft Davis & Associates LLC | 4,125 | $214K | 0.1% | N/A | 0.040% | |
| 11/8/2024 | Spectrum Planning & Advisory Services Inc. | 16,129 | $836K | 0.8% | +11.9% | 0.156% | |
| 11/6/2024 | Balboa Wealth Partners | 30,447 | $1.58M | 0.4% | +3.9% | 0.294% | |
| 11/6/2024 | International Private Wealth Advisors LLC | 37,962 | $1.97M | 2.9% | +32.3% | 0.366% | |
| 11/5/2024 | First Heartland Consultants Inc. | 4,840 | $251K | 0.0% | N/A | 0.047% | |
| 11/5/2024 | Verus Capital Partners LLC | 4,361 | $226K | 0.0% | -12.2% | 0.042% | |
| 11/5/2024 | Harbour Investments Inc. | 166,516 | $8.63M | 0.3% | +18.5% | 1.606% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 107,304 | $5.56M | 0.1% | -2.7% | 1.035% | |
| 11/1/2024 | Atria Investments Inc | 9,997 | $518K | 0.0% | +16.8% | 0.096% | |
| 10/30/2024 | Austin Private Wealth LLC | 54,922 | $2.85M | 0.3% | +5.8% | 0.530% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,591 | $82K | 0.0% | -35.2% | 0.015% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 11,270 | $584K | 0.0% | -17.7% | 0.109% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 47,862 | $2.48M | 1.5% | +6.5% | 0.462% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 4,431 | $230K | 0.0% | -10.0% | 0.043% | |
| 10/24/2024 | Hibernia Wealth Partners LLC | 445,909 | $23.11M | 6.9% | +2.2% | 4.300% | |
| 10/24/2024 | Richardson Financial Services Inc. | 4,243 | $218K | 0.1% | +98.8% | 0.041% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 40,064 | $2.08M | 0.6% | +2.6% | 0.386% | |
| 10/22/2024 | Private Advisor Group LLC | 97,402 | $5.05M | 0.0% | -19.6% | 0.939% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 156,142 | $8.09M | 0.2% | +15.2% | 1.506% | |
| 10/21/2024 | Raleigh Capital Management Inc. | 114,456 | $5.93M | 2.3% | +15.8% | 1.104% | |
| 10/21/2024 | Sharkey Howes & Javer | 142,778 | $7.40M | 1.1% | N/A | 1.377% | |
| 10/21/2024 | Castleview Partners LLC | 9,310 | $483K | 0.3% | -32.6% | 0.090% | |
| 10/17/2024 | Richard W. Paul & Associates LLC | 13,930 | $722K | 0.3% | -4.2% | 0.134% | |
| 10/11/2024 | Iams Wealth Management LLC | 25,863 | $1.34M | 0.7% | +39.8% | 0.249% | |
| 10/10/2024 | Silverlake Wealth Management LLC | 9,258 | $480K | 0.2% | -6.6% | 0.089% | |
| 10/9/2024 | TAP Consulting LLC | 101,014 | $5.24M | 1.0% | +1.4% | 0.974% | |
| 10/9/2024 | Kelly Financial Services LLC | 30,314 | $1.57M | 0.6% | +3.3% | 0.292% | |
| 10/8/2024 | Atomi Financial Group Inc. | 14,062 | $729K | 0.0% | -8.9% | 0.136% | |
| 10/5/2024 | Capital CS Group LLC | 7,838 | $406K | 0.5% | -5.0% | 0.076% | |
| 10/3/2024 | Apella Capital LLC | 28,363 | $1.46M | 0.1% | -1.9% | 0.274% | |
| 10/3/2024 | Park Avenue Securities LLC | 408,809 | $21.18M | 0.2% | +3.7% | 3.942% | |
| 9/5/2024 | Sanctuary Advisors LLC | 94,877 | $4.57M | 0.0% | N/A | 0.915% | |
| 8/22/2024 | Cetera Investment Advisers | 95,183 | $4.84M | 0.0% | -11.5% | 0.918% | |
| 8/21/2024 | Truist Financial Corp | 6,490 | $330K | 0.0% | -12.1% | 0.063% | |
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| 8/16/2024 | NewEdge Advisors LLC | 214,639 | $10.92M | 0.1% | +5.2% | 2.070% | |
| 8/16/2024 | Creative Planning | 6,840 | $348K | 0.0% | +4.6% | 0.066% | |
| 8/13/2024 | AE Wealth Management LLC | 88,843 | $4.52M | 0.0% | +11.3% | 0.857% | |
| 8/12/2024 | Lokken Investment Group LLC | 52,115 | $2.65M | 1.2% | +0.8% | 0.503% | |
| 8/12/2024 | True Vision MN LLC | 4,868 | $248K | 0.2% | N/A | 0.047% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 110,247 | $5.61M | 0.1% | -1.9% | 1.063% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,105,427 | $56.26M | 0.0% | +3.3% | 10.660% | |
| 8/8/2024 | LPL Financial LLC | 3,873,118 | $197.10M | 0.1% | +10.8% | 37.349% | |
| 8/6/2024 | TAP Consulting LLC | 99,572 | $5.07M | 1.1% | -0.9% | 0.960% | |
| 8/6/2024 | Mosley Wealth Management | 134,499 | $6.85M | 5.8% | +28.2% | 1.297% | |
| 8/5/2024 | Private Advisor Group LLC | 121,215 | $6.17M | 0.0% | +1.5% | 1.169% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 135,519 | $6.90M | 0.2% | +26.4% | 1.307% | |
| 8/2/2024 | Aveo Capital Partners LLC | 19,608 | $998K | 0.1% | +16.8% | 0.189% | |
| 7/31/2024 | International Private Wealth Advisors LLC | 28,686 | $1.46M | 2.5% | +210.7% | 0.277% | |
| 7/30/2024 | Global Financial Private Client LLC | 48,402 | $2.46M | 1.0% | +2.3% | 0.467% | |
| 7/29/2024 | Private Client Services LLC | 6,887 | $350K | 0.2% | +61.7% | 0.066% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 44,953 | $2.29M | 1.5% | +8.3% | 0.433% | |
| 7/26/2024 | Harbour Investments Inc. | 140,503 | $7.15M | 0.2% | +11.1% | 1.355% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 4,926 | $251K | 0.0% | -5.3% | 0.048% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 33,220 | $1.69M | 0.0% | -1.7% | 0.320% | |
| 7/23/2024 | Richard W. Paul & Associates LLC | 14,544 | $740K | 0.3% | -2.3% | 0.140% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 26,647 | $1.36M | 0.0% | -17.9% | 0.257% | |
| 7/19/2024 | Spectrum Planning & Advisory Services Inc. | 14,412 | $733K | 0.7% | N/A | 0.139% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 39,048 | $1.99M | 0.6% | -3.4% | 0.377% | |
| 7/17/2024 | Lockerman Financial Group Inc. | 14,145 | $720K | 1.3% | -2.7% | 0.136% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 1,229,502 | $62.57M | 0.2% | +23.9% | 11.856% | |
| 7/16/2024 | Maia Wealth LLC | 6,031 | $313K | 0.1% | N/A | 0.058% | |
| 7/15/2024 | Aspire Private Capital LLC | 246,411 | $12.54M | 3.2% | -1.6% | 2.376% | |
| 7/13/2024 | Austin Private Wealth LLC | 51,933 | $2.64M | 0.3% | -0.5% | 0.501% | |
| 7/13/2024 | Capital CS Group LLC | 8,250 | $420K | 0.5% | +10.8% | 0.080% | |
| 7/9/2024 | Park Avenue Securities LLC | 394,365 | $20.07M | 0.2% | +3.3% | 3.803% | |
| 5/24/2024 | Cetera Advisors LLC | 49,002 | $2.44M | 0.0% | -18.6% | 0.473% | |
| 5/24/2024 | Cetera Investment Advisers | 107,521 | $5.36M | 0.0% | +136.5% | 1.037% | |
| 5/20/2024 | Virtu Financial LLC | 7,590 | $378K | 0.0% | N/A | 0.073% | |
| 5/16/2024 | Global Financial Private Client LLC | 47,308 | $2.35M | 1.0% | +15.1% | 0.456% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 112,385 | $5.60M | 0.2% | +10.0% | 1.084% | |
| 5/14/2024 | CreativeOne Wealth LLC | 60,914 | $3.04M | 0.1% | -1.2% | 0.587% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 991,960 | $49.46M | 0.2% | +24.8% | 9.566% | |
| 5/4/2024 | Richardson Financial Services Inc. | 2,141 | $107K | 0.1% | N/A | 0.021% | |
| 5/3/2024 | Absolute Capital Management LLC | 8,793 | $438K | 0.3% | -10.3% | 0.085% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 5,125 | $256K | 0.0% | N/A | 0.049% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 41,492 | $2.07M | 1.4% | +45.7% | 0.400% | |
| 4/30/2024 | Private Advisor Group LLC | 119,459 | $5.96M | 0.0% | +4.7% | 1.152% | |
| 4/25/2024 | Triumph Capital Management | 8,563 | $426K | 0.2% | +6.0% | 0.085% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 33,796 | $1.69M | 0.0% | -5.7% | 0.336% | |
| 4/23/2024 | TAP Consulting LLC | 100,447 | $5.01M | 1.1% | +0.4% | 0.998% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 40,435 | $2.02M | 0.6% | -2.7% | 0.402% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 11,530 | $575K | 0.3% | -5.2% | 0.115% | |
| 4/18/2024 | Iams Wealth Management LLC | 8,600 | $415K | 0.3% | N/A | 0.085% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 12,198 | $602K | 0.0% | +140.2% | 0.121% | |
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| 4/16/2024 | Mosley Wealth Management | 104,923 | $5.23M | 4.9% | +16.6% | 1.043% | |
| 4/12/2024 | Austin Private Wealth LLC | 52,173 | $2.58M | 0.3% | +25.9% | 0.734% | |
| 4/11/2024 | Capital CS Group LLC | 7,449 | $371K | 0.4% | N/A | 0.105% | |
| 4/10/2024 | Park Avenue Securities LLC | 381,687 | $19.03M | 0.2% | +4.8% | 5.368% | |
| 2/21/2024 | Raleigh Capital Management Inc. | 89,611 | $4.10M | 1.9% | +4.0% | 1.260% | |
| 2/16/2024 | Harbour Investments Inc. | 126,335 | $5.78M | 0.2% | -3.7% | 1.777% | |
| 2/14/2024 | Mosley Wealth Management | 89,957 | $4.12M | 4.1% | N/A | 1.265% | |
| 2/13/2024 | Lokken Investment Group LLC | 52,200 | $2.39M | 1.4% | +3.5% | 0.734% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 35,836 | $1.64M | 0.0% | -18.3% | 0.504% | |
| 2/9/2024 | Balboa Wealth Partners | 24,111 | $1.10M | 0.4% | -2.1% | 0.339% | |
