| 5/16/2024 | Jane Street Group LLC | 359,616 | $11.74M | 0.0% | +4,435.5% | 5.800% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 17,589 | $574K | 0.0% | -12.5% | 0.284% | |
| 5/9/2024 | SageView Advisory Group LLC | 21,895 | $715K | 0.0% | -98.8% | 0.353% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 44,391 | $1.45M | 0.2% | -9.8% | 0.716% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 51,136 | $1.67M | 1.2% | -18.2% | 0.825% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 189,714 | $6.19M | 0.0% | -74.4% | 3.060% | |
|
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 246,940 | $7.98M | 1.4% | +16.4% | 3.983% | |
| 4/25/2024 | Triumph Capital Management | 60,907 | $1.99M | 0.8% | -61.1% | 0.940% | |
| 4/24/2024 | Hartford Financial Management Inc. | 1,129 | $37K | 0.0% | -73.9% | 0.017% | |
| 4/24/2024 | Simplicity Wealth LLC | 10,214 | $333K | 0.0% | N/A | 0.158% | |
| 4/23/2024 | Milestone Asset Management LLC | 34,759 | $1.14M | 0.3% | -4.5% | 0.536% | |
| 4/23/2024 | Strategic Blueprint LLC | 59,028 | $1.93M | 0.1% | -30.7% | 0.911% | |
| 4/22/2024 | MBL Wealth LLC | 137,165 | $4.48M | 0.5% | -5.8% | 2.117% | |
| 4/19/2024 | KFG Wealth Management LLC | 694,140 | $22.66M | 9.3% | -2.1% | 10.712% | |
| 4/18/2024 | Claro Advisors LLC | 13,894 | $454K | 0.1% | -7.3% | 0.214% | |
| 4/17/2024 | CRA Financial Services LLC | 25,430 | $830K | 0.2% | -10.6% | 0.392% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 20,493 | $669K | 0.0% | -15.2% | 0.316% | |
| 4/15/2024 | Brookstone Capital Management | 675,788 | $22.06M | 0.4% | -29.4% | 10.429% | |
| 4/13/2024 | Retirement Planning Group LLC | 29,290 | $956K | 0.1% | -1.5% | 1.003% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 6,230 | $203K | 0.1% | -7.9% | 0.213% | |
| 4/11/2024 | RFG Advisory LLC | 31,656 | $1.03M | 0.0% | +22.1% | 1.084% | |
| 4/10/2024 | BCS Wealth Management | 6,425 | $210K | 0.1% | -24.9% | 0.220% | |
| 4/4/2024 | Advance Capital Management Inc. | 59,578 | $1.95M | 0.1% | -98.6% | 2.040% | |
| 3/6/2024 | SageView Advisory Group LLC | 1,836,817 | $59K | 0.0% | +4,780.7% | 62.905% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 46,487 | $1.45M | 0.1% | N/A | 1.592% | |
| 2/14/2024 | Brown Wealth Management LLC | 7,043 | $217K | 0.1% | N/A | 0.241% | |
| 2/14/2024 | MGO One Seven LLC | 436,428 | $13.42M | 0.8% | +12.3% | 14.946% | |
| 2/12/2024 | Schulz Wealth LTD. | 7,315 | $225K | 0.2% | N/A | 0.251% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 27,095 | $833K | 0.0% | +131.2% | 0.928% | |
| 2/9/2024 | Atlantic Private Wealth LLC | 9,775 | $300K | 0.3% | +768.9% | 0.335% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 20,098 | $618K | 0.0% | -14.0% | 0.688% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 36,461 | $1.14M | 0.0% | -53.6% | 1.249% | |
| 2/7/2024 | Dana Investment Advisors Inc. | 12,730 | $391K | 0.0% | -22.5% | 0.436% | |
| 2/7/2024 | Berger Financial Group Inc | 101,864 | $3.13M | 0.3% | +12.8% | 3.488% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 740,830 | $22.77M | 0.0% | +70.7% | 25.371% | |
| 2/6/2024 | Orion Capital Management LLC | 1,455 | $45K | 0.0% | N/A | 0.050% | |
| 2/5/2024 | Triumph Capital Management | 156,414 | $4.81M | 2.0% | +77.6% | 5.357% | |
| 2/2/2024 | Truist Financial Corp | 8,744 | $269K | 0.0% | N/A | 0.299% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 59,143 | $1.82M | 0.0% | N/A | 2.025% | |
| 2/1/2024 | Sigma Planning Corp | 15,092 | $464K | 0.0% | -58.3% | 0.517% | |
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| 2/1/2024 | CRA Financial Services LLC | 28,455 | $875K | 0.2% | +116.6% | 0.974% | |
| 1/31/2024 | Onyx Bridge Wealth Group LLC | 212,230 | $6.52M | 1.3% | +5.6% | 7.268% | |
| 1/31/2024 | KFG Wealth Management LLC | 708,947 | $21.79M | 9.9% | +502.0% | 24.279% | |
| 1/31/2024 | Sterling Financial Planning Inc. | 8,446 | $260K | 0.1% | N/A | 0.289% | |
| 1/31/2024 | Archer Investment Corp | 211,318 | $6.50M | 2.1% | +277.8% | 7.237% | |
| 1/30/2024 | Wealth Alliance | 15,924 | $490K | 0.1% | +13.0% | 0.545% | |
| 1/30/2024 | Private Client Services LLC | 240,647 | $7.40M | 6.1% | N/A | 8.241% | |
| 1/29/2024 | Hartford Financial Management Inc. | 4,331 | $133K | 0.0% | -12.2% | 0.148% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 1,690 | $52K | 0.0% | N/A | 0.058% | |
| 1/25/2024 | RFG Advisory LLC | 25,917 | $797K | 0.0% | +94.1% | 0.888% | |
| 1/25/2024 | Strategic Blueprint LLC | 85,193 | $2.62M | 0.2% | +16.9% | 2.918% | |
| 1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 82,140 | $2.53M | 1.2% | N/A | 2.813% | |
| 1/23/2024 | Milestone Asset Management LLC | 36,414 | $1.12M | 0.4% | -54.4% | 1.247% | |
| 1/23/2024 | WealthShield Partners LLC | 38,803 | $1.19M | 0.2% | +63.1% | 1.329% | |
| 1/22/2024 | 4J Wealth Management LLC | 8,250 | $254K | 0.2% | N/A | 0.283% | |
| 1/22/2024 | Pallas Capital Advisors LLC | 201,682 | $6.20M | 0.3% | +43.7% | 6.907% | |
| 1/22/2024 | Claro Advisors LLC | 14,994 | $461K | 0.1% | +6.8% | 0.513% | |
| 1/19/2024 | AdvisorNet Financial Inc | 6,053 | $186K | 0.0% | N/A | 0.207% | |
| 1/19/2024 | Donald L. Hagan LLC | 94,673 | $2.91M | 1.6% | +1.0% | 3.242% | |
| 1/19/2024 | Heritage Wealth Partners LLC | 39,844 | $1.23M | 2.5% | -14.5% | 1.365% | |
| 1/18/2024 | MBL Wealth LLC | 145,631 | $4.48M | 0.6% | +11.1% | 4.987% | |
| 1/18/2024 | Maltin Wealth Management Inc. | 71,483 | $2.20M | 1.4% | -2.8% | 2.448% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,412 | $474K | 0.0% | -45.0% | 0.528% | |
| 1/16/2024 | Raymond James & Associates | 119,852 | $3.68M | 0.0% | N/A | 4.105% | |
| 1/16/2024 | Retirement Planning Group LLC | 29,733 | $914K | 0.1% | +40.6% | 1.018% | |
| 1/11/2024 | Brookstone Capital Management | 957,301 | $29.43M | 0.6% | -6.4% | 32.784% | |
| 1/11/2024 | Diligent Investors LLC | 16,400 | $504K | 0.1% | N/A | 0.562% | |
| 1/10/2024 | Advance Capital Management Inc. | 4,310,582 | $132.51M | 10.5% | +95.9% | 147.623% | |
| 11/15/2023 | Dana Investment Advisors Inc. | 16,421 | $471K | 0.0% | -2.4% | 0.562% | |
| 11/14/2023 | Mather Group LLC. | 19,278 | $553K | 0.0% | N/A | 0.660% | |
| 11/14/2023 | Milestone Asset Management LLC | 79,780 | $2.29M | 0.8% | N/A | 2.732% | |
| 11/13/2023 | Sugarloaf Wealth Management LLC | 5,050 | $145K | 0.0% | N/A | 0.173% | |
| 11/13/2023 | Kestra Advisory Services LLC | 7,582 | $217K | 0.0% | N/A | 0.260% | |
| 11/9/2023 | Atlantic Private Wealth LLC | 1,125 | $32K | 0.0% | N/A | 0.039% | |
| 11/8/2023 | Archer Investment Corp | 55,940 | $1.60M | 0.6% | +316.5% | 1.916% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 23,370 | $670K | 0.0% | N/A | 0.800% | |
| 11/7/2023 | Sound View Wealth Advisors Group LLC | 8,546 | $245K | 0.0% | -8.4% | 0.293% | |
| 11/6/2023 | Sigma Planning Corp | 36,167 | $1.04M | 0.0% | N/A | 1.239% | |
| 11/3/2023 | MGO One Seven LLC | 388,533 | $11.14M | 0.9% | N/A | 13.306% | |
| 11/3/2023 | Berger Financial Group Inc | 90,330 | $2.59M | 0.3% | +47.4% | 3.093% | |
| 11/3/2023 | SageView Advisory Group LLC | 37,634 | $1.08M | 0.1% | +247.8% | 1.289% | |
| 11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 63,672 | $1.83M | 0.2% | -40.5% | 2.181% | |
| 10/31/2023 | Triumph Capital Management | 88,067 | $2.52M | 1.1% | N/A | 3.016% | |
| 10/25/2023 | WealthShield Partners LLC | 23,797 | $682K | 0.1% | +62.5% | 0.815% | |
| 10/25/2023 | Retirement Planning Group LLC | 21,148 | $606K | 0.1% | N/A | 0.724% | |
| 10/24/2023 | Hartford Financial Management Inc. | 4,933 | $141K | 0.0% | N/A | 0.169% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 28,046 | $804K | 0.0% | N/A | 0.960% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 42,532 | $1.22M | 0.0% | -65.4% | 1.457% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 434,031 | $12.44M | 0.0% | +16.8% | 14.864% | |
| 10/20/2023 | Brookstone Capital Management | 1,022,236 | $29.27M | 0.6% | +2,261.9% | 35.008% | |
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| 10/19/2023 | Simplicity Solutions LLC | 10,214 | $293K | 0.0% | N/A | 0.350% | |
| 10/18/2023 | Heritage Wealth Partners LLC | 46,626 | $1.34M | 2.9% | N/A | 1.597% | |
| 10/18/2023 | Strategic Blueprint LLC | 72,857 | $2.09M | 0.2% | +32.5% | 2.495% | |
| 10/17/2023 | KFG Wealth Management LLC | 117,763 | $3.38M | 1.8% | +186.8% | 4.033% | |
| 10/16/2023 | Onyx Bridge Wealth Group LLC | 200,960 | $5.76M | 1.3% | N/A | 6.882% | |
| 10/16/2023 | RFG Advisory LLC | 13,354 | $383K | 0.0% | N/A | 0.457% | |
| 10/13/2023 | CRA Financial Services LLC | 13,135 | $376K | 0.1% | N/A | 0.450% | |
| 10/13/2023 | Advance Capital Management Inc. | 2,200,687 | $63.07M | 5.8% | N/A | 75.366% | |
| 10/13/2023 | Worth Financial Advisory Group LLC | 62,551 | $1.79M | 1.6% | N/A | 2.142% | |
| 10/12/2023 | BCS Wealth Management | 8,560 | $245K | 0.1% | N/A | 0.293% | |
