| 11/25/2024 | Sanctuary Advisors LLC | 23,611 | $1.44M | 0.0% | -7.8% | 0.572% | |
| 11/15/2024 | MML Investors Services LLC | 12,573 | $697K | 0.0% | -5.8% | 0.304% | |
| 11/14/2024 | Captrust Financial Advisors | 54,730 | $3.03M | 0.0% | -9.7% | 1.325% | |
| 11/8/2024 | Avior Wealth Management LLC | 497,839 | $27.60M | 1.1% | +49.9% | 12.054% | |
| 11/4/2024 | Sigma Planning Corp | 9,102 | $504K | 0.0% | -2.7% | 0.220% | |
| 10/25/2024 | Financial Advocates Investment Management | 11,305 | $627K | 0.0% | +6.0% | 0.274% | |
|
| 10/22/2024 | Guidance Capital Inc. | 24,585 | $1.41M | 0.4% | +16.0% | 0.595% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 173,806 | $9.63M | 3.2% | +4.9% | 4.208% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 8,361 | $463K | 0.0% | -4.5% | 0.202% | |
| 9/5/2024 | Sanctuary Advisors LLC | 25,611 | $1.33M | 0.0% | N/A | 0.620% | |
| 8/22/2024 | Cetera Investment Advisers | 26,889 | $1.39M | 0.0% | -1.8% | 0.651% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 16,959 | $876K | 0.0% | +14.9% | 0.411% | |
| 8/7/2024 | Bright Futures Wealth Management LLC. | 19,044 | $1.01M | 0.5% | -5.8% | 0.461% | |
| 8/1/2024 | Guidance Capital Inc. | 21,197 | $1.20M | 0.4% | +60.6% | 0.513% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 92,213 | $4.76M | 0.0% | -0.7% | 2.233% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,710 | $88K | 0.0% | N/A | 0.041% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 38,797 | $2.00M | 0.1% | +2.9% | 0.939% | |
| 7/29/2024 | Financial Advocates Investment Management | 10,666 | $551K | 0.0% | +148.3% | 0.258% | |
| 7/27/2024 | Whitaker Myers Wealth Managers LTD. | 165,624 | $8.55M | 3.2% | +8.5% | 4.010% | |
| 7/26/2024 | Breakwater Capital Group | 15,550 | $803K | 0.2% | +12.0% | 0.377% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,831 | $1.13M | 0.0% | +12.1% | 0.529% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 69,483 | $3.59M | 0.0% | -2.0% | 1.682% | |
| 7/19/2024 | Raymond James & Associates | 29,678 | $1.53M | 0.0% | +16.8% | 0.719% | |
| 7/16/2024 | ORG Partners LLC | 498 | $26K | 0.0% | N/A | 0.012% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 20,214 | $1.03M | 0.5% | N/A | 0.489% | |
| 5/10/2024 | Osaic Holdings Inc. | 147,783 | $8.02M | 0.0% | -13.9% | 3.578% | |
| 5/4/2024 | 9258 Wealth Management LLC | 4,183 | $227K | 0.0% | N/A | 0.101% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 92,861 | $5.04M | 0.0% | -27.6% | 2.259% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 86,775 | $4.71M | 0.0% | +4.2% | 2.111% | |
| 4/18/2024 | Breakwater Capital Group | 13,887 | $754K | 0.2% | +21.9% | 0.338% | |
| 4/17/2024 | Trilogy Capital Inc. | 37,784 | $2.05M | 0.1% | +73.0% | 0.919% | |
| 4/17/2024 | Guidance Capital Inc. | 13,202 | $675K | 0.2% | +111.2% | 0.321% | |
| 4/12/2024 | Whitaker Myers Wealth Managers LTD. | 152,607 | $8.29M | 3.5% | +14.6% | 3.815% | |
| 2/7/2024 | Principal Securities Inc. | 5,528 | $278K | 0.0% | N/A | 0.138% | |
| 2/6/2024 | Private Advisor Group LLC | 7,710 | $388K | 0.0% | +12.2% | 0.193% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 71,278 | $3.59M | 0.0% | -16.1% | 1.782% | |
| 2/1/2024 | Sigma Planning Corp | 4,395 | $221K | 0.0% | -55.8% | 0.110% | |
| 1/25/2024 | International Assets Investment Management LLC | 62,103 | $3.13M | 0.0% | N/A | 1.553% | |
| 1/24/2024 | International Assets Investment Management LLC | 62,103 | $3.13M | 0.0% | N/A | 1.553% | |
| 1/24/2024 | Breakwater Capital Group | 11,389 | $563K | 0.2% | N/A | 0.285% | |
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| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 83,255 | $4.19M | 0.0% | +2.9% | 2.081% | |
| 1/16/2024 | Raymond James & Associates | 20,134 | $1.01M | 0.0% | -1.7% | 0.503% | |
| 1/12/2024 | Whitaker Myers Wealth Managers LTD. | 133,113 | $6.70M | 3.3% | +16.8% | 3.328% | |
| 1/12/2024 | Trilogy Capital Inc. | 21,842 | $1.10M | 0.1% | +43.6% | 0.546% | |
| 1/11/2024 | Atlas Private Wealth Advisors | 6,386 | $321K | 0.1% | -42.8% | 0.160% | |
| 11/13/2023 | LPL Financial LLC | 401,123 | $18.39M | 0.0% | +0.6% | 10.028% | |
| 11/9/2023 | Citigroup Inc. | 29,382 | $1.35M | 0.0% | +1.7% | 0.735% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 85,004 | $3.90M | 0.1% | -8.3% | 2.125% | |
| 11/7/2023 | Masso Torrence Wealth Management Inc. | 64,284 | $2.95M | 2.3% | -7.2% | 1.607% | |
| 11/4/2023 | NBC Securities Inc. | 563 | $25K | 0.0% | N/A | 0.014% | |
| 11/1/2023 | Money Concepts Capital Corp | 30,815 | $1.41M | 0.1% | -2.0% | 0.770% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 80,892 | $3.71M | 0.0% | +8.8% | 2.022% | |
| 10/24/2023 | Raymond James & Associates | 20,492 | $939K | 0.0% | -4.9% | 0.512% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,735 | $905K | 0.0% | -5.7% | 0.493% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 108,219 | $4.96M | 0.0% | +1.5% | 2.705% | |
| 10/16/2023 | Trilogy Capital Inc. | 15,213 | $697K | 0.0% | +22.0% | 0.380% | |
| 10/11/2023 | Atlas Private Wealth Advisors | 11,174 | $512K | 0.1% | -23.4% | 0.279% | |
| 10/5/2023 | Whitaker Myers Wealth Managers LTD. | 114,004 | $5.23M | 3.2% | +172.2% | 2.850% | |
| 8/11/2023 | Masso Torrence Wealth Management Inc. | 69,272 | $3.19M | 2.3% | -23.1% | 1.732% | |
| 8/10/2023 | Osaic Holdings Inc. | 188,655 | $8.70M | 0.0% | -8.9% | 4.716% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 106,575 | $4.91M | 0.0% | -59.2% | 2.664% | |
| 8/10/2023 | Private Advisor Group LLC | 6,832 | $315K | 0.0% | -5.1% | 0.171% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 26,647 | $1.23M | 0.0% | +7.7% | 0.666% | |
| 8/10/2023 | Citigroup Inc. | 28,894 | $1.33M | 0.0% | +9.8% | 0.722% | |
| 8/9/2023 | Flow Traders U.S. LLC | 5,551 | $256K | 0.0% | N/A | 0.139% | |
| 8/7/2023 | Vestmark Advisory Solutions Inc. | 7,376 | $340K | 0.0% | -7.3% | 0.184% | |
| 8/4/2023 | Atlas Private Wealth Advisors | 14,578 | $672K | 0.1% | +38.0% | 0.364% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 92,671 | $4.27M | 0.1% | +4.1% | 2.317% | |
| 8/3/2023 | Maltin Wealth Management Inc. | 5,283 | $244K | 0.0% | N/A | 0.132% | |
| 8/2/2023 | Sigma Planning Corp | 10,014 | $462K | 0.0% | -25.5% | 0.250% | |
| 8/1/2023 | Money Concepts Capital Corp | 31,440 | $1.45M | 0.1% | -53.4% | 0.786% | |
| 7/31/2023 | LPL Financial LLC | 398,658 | $18.38M | 0.0% | +4.3% | 9.966% | |
| 7/31/2023 | Avaii Wealth Management LLC | 9,534 | $440K | 0.3% | +11.4% | 0.238% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 74,345 | $3.43M | 0.0% | -1.4% | 1.859% | |
| 7/25/2023 | Raymond James & Associates | 21,539 | $993K | 0.0% | -45.5% | 0.538% | |
| 7/24/2023 | Schrum Private Wealth Management LLC | 4,500 | $207K | 0.2% | N/A | 0.113% | |
| 7/24/2023 | Trilogy Capital Inc. | 12,471 | $592K | 0.0% | N/A | 0.312% | |
| 7/17/2023 | Bridge Advisory LLC | 11,036 | $509K | 0.2% | +9.1% | 0.276% | |
| 7/13/2023 | Whitaker Myers Wealth Managers LTD. | 41,886 | $1.93M | 1.3% | +4.5% | 1.047% | |
| 7/12/2023 | Maltin Wealth Management Inc. | 5,283 | $244K | 0.0% | N/A | 0.132% | |
| 5/12/2023 | Masso Torrence Wealth Management Inc. | 90,028 | $3.93M | 3.1% | -11.9% | 2.138% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 260,932 | $11.39M | 0.0% | -8.2% | 6.198% | |
| 5/10/2023 | Private Advisor Group LLC | 7,198 | $314K | 0.0% | N/A | 0.171% | |
| 5/10/2023 | LPL Financial LLC | 382,191 | $16.68M | 0.0% | -10.2% | 9.078% | |
| 5/9/2023 | Vestmark Advisory Solutions Inc. | 7,959 | $347K | 0.0% | +3.7% | 0.189% | |
| 5/8/2023 | Brown Advisory Inc. | 13,846 | $604K | 0.0% | -10.4% | 0.329% | |
| 5/8/2023 | Sigma Planning Corp | 13,436 | $586K | 0.0% | -33.3% | 0.319% | |
| 5/1/2023 | Money Concepts Capital Corp | 67,455 | $666K | 0.0% | +113.0% | 1.602% | |
| 4/21/2023 | Whitaker Myers Wealth Managers LTD. | 40,098 | $1.75M | 1.4% | -10.9% | 0.952% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 75,394 | $3.29M | 0.0% | -69.9% | 1.611% | |
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| 4/14/2023 | Raymond James & Associates | 39,546 | $1.73M | 0.0% | +12.9% | 0.845% | |
| 4/14/2023 | Bridge Advisory LLC | 10,114 | $441K | 0.2% | -19.5% | 0.216% | |
| 4/13/2023 | USAdvisors Wealth Management LLC | 38,390 | $1.68M | 0.8% | +15.0% | 0.820% | |
| 4/12/2023 | Atlas Private Wealth Advisors | 10,563 | $461K | 0.2% | -29.2% | 0.226% | |
| 2/15/2023 | Atlas Private Wealth Advisors | 14,918 | $657K | 0.3% | -1.5% | 0.319% | |
| 2/14/2023 | Masso Torrence Wealth Management Inc. | 102,144 | $4.50M | 3.6% | +2.0% | 2.183% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 8,588 | $378K | 0.0% | -12.8% | 0.184% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 89,015 | $3.92M | 0.1% | +35.5% | 1.902% | |
| 2/10/2023 | USAdvisors Wealth Management LLC | 33,385 | $1.47M | 0.7% | +18.2% | 0.713% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 197,889 | $8.72M | 0.0% | +0.5% | 4.228% | |
