| 5/10/2024 | Osaic Holdings Inc. | 211,381 | $17.95M | 0.0% | +50.0% | 1.925% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 6,506 | $553K | 0.2% | -35.9% | 0.059% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,442 | $462K | 0.0% | +11.8% | 0.050% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 22,305 | $1.90M | 0.3% | +8.4% | 0.203% | |
| 5/7/2024 | 49 Wealth Management LLC | 237,311 | $20.10M | 4.3% | +12.5% | 2.161% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 6,765 | $575K | 0.0% | +12.1% | 0.062% | |
|
| 5/4/2024 | Glassman Wealth Services | 650 | $55K | 0.0% | N/A | 0.006% | |
| 5/1/2024 | Alta Wealth Advisors LLC | 2,723 | $231K | 0.1% | N/A | 0.025% | |
| 4/30/2024 | Private Advisor Group LLC | 162,087 | $13.77M | 0.1% | +3.7% | 1.476% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 14,459 | $1.23M | 0.8% | -9.2% | 0.132% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 1,436,832 | $122.04M | 23.1% | -0.4% | 13.086% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 105,929 | $9.00M | 0.0% | +11.4% | 0.965% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 84,903 | $7.21M | 0.0% | -15.2% | 0.788% | |
| 4/24/2024 | Win Advisors Inc. | 145,532 | $12.36M | 5.4% | N/A | 1.350% | |
| 4/24/2024 | Fulcrum Equity Management | 11,820 | $1.00M | 1.2% | N/A | 0.110% | |
| 4/24/2024 | Dakota Wealth Management | 143,635 | $12.20M | 0.3% | N/A | 1.332% | |
| 4/23/2024 | Wetzel Investment Advisors Inc. | 13,275 | $1.06M | 0.6% | -2.0% | 0.123% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 256,256 | $21.77M | 0.0% | -1.5% | 2.377% | |
| 4/20/2024 | KWB Wealth | 16,863 | $1.43M | 0.2% | -3.3% | 0.156% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 52,855 | $4.49M | 2.1% | +13.5% | 0.490% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 116,963 | $9.44M | 3.6% | N/A | 1.085% | |
| 4/16/2024 | Procyon Advisors LLC | 364,173 | $30.93M | 2.4% | +13.8% | 3.378% | |
| 4/15/2024 | IAM Advisory LLC | 153,596 | $13.05M | 3.6% | -1.4% | 1.425% | |
| 4/10/2024 | Pathway Financial Advisors LLC | 44,433 | $3.77M | 1.0% | +1.9% | 0.487% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 15,927 | $1.21M | 0.8% | N/A | 0.174% | |
| 3/13/2024 | MONECO Advisors LLC | 7,861 | $598K | 0.1% | +18.7% | 0.086% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 104,043 | $7.92M | 0.0% | +51.9% | 1.140% | |
| 2/13/2024 | Per Stirling Capital Management LLC. | 124,934 | $9.51M | 1.7% | +0.9% | 1.368% | |
| 2/12/2024 | Stifel Financial Corp | 95,066 | $7.23M | 0.0% | -4.4% | 1.041% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 100,072 | $7.61M | 0.0% | +23.8% | 1.096% | |
| 2/8/2024 | Financial Advocates Investment Management | 105,426 | $7.98M | 0.5% | +19.2% | 1.155% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 27,771 | $2.11M | 0.0% | -3.6% | 0.304% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 4,867 | $370K | 0.0% | N/A | 0.053% | |
| 2/7/2024 | Principal Securities Inc. | 2,585 | $197K | 0.0% | N/A | 0.028% | |
| 2/6/2024 | Lincoln National Corp | 9,823 | $747K | 0.0% | +1.4% | 0.108% | |
| 2/6/2024 | Private Advisor Group LLC | 156,379 | $11.90M | 0.1% | +91.4% | 1.713% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 708,112 | $53.87M | 1.9% | -9.6% | 7.756% | |
| 2/5/2024 | MONECO Advisors LLC | 7,861 | $598K | 0.1% | +18.7% | 0.086% | |
| 2/1/2024 | Sigma Planning Corp | 24,529 | $1.87M | 0.1% | -20.8% | 0.269% | |
| 2/1/2024 | Pathway Financial Advisors LLC | 43,610 | $3.32M | 1.0% | -0.9% | 0.478% | |
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| 1/31/2024 | Wetzel Investment Advisors Inc. | 13,540 | $1.03M | 0.6% | N/A | 0.148% | |
| 1/30/2024 | Capital Analysts LLC | 23,302 | $1.77M | 0.1% | +3.1% | 0.255% | |
| 1/30/2024 | Aurora Private Wealth Inc. | 4,897 | $373K | 0.4% | +5.8% | 0.054% | |
| 1/30/2024 | PCG Wealth Advisors LLC | 46,583 | $3.54M | 2.0% | +3.3% | 0.510% | |
| 1/29/2024 | Moneywise Inc. | 118,242 | $9.00M | 5.2% | +34.7% | 1.295% | |
| 1/29/2024 | NewEdge Wealth LLC | 3,230 | $246K | 0.0% | N/A | 0.035% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 6,037 | $459K | 0.0% | N/A | 0.066% | |
| 1/25/2024 | Mainstay Capital Management LLC ADV | 1,443,108 | $109.79M | 20.9% | +28.3% | 15.806% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 98,554 | $7.50M | 0.1% | +58.6% | 1.079% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 92,922 | $7.07M | 0.4% | +2.9% | 1.018% | |
| 1/24/2024 | Private Trust Co. NA | 3,212 | $244K | 0.0% | +10.0% | 0.035% | |
| 1/24/2024 | Ledge Wealth Management Inc. | 140,306 | $10.68M | 4.1% | N/A | 1.537% | |
| 1/23/2024 | Parcion Private Wealth LLC | 58,684 | $4.47M | 0.4% | -89.3% | 0.643% | |
| 1/18/2024 | Global Retirement Partners LLC | 4,143 | $317K | 0.0% | -68.0% | 0.045% | |
| 1/18/2024 | Procyon Advisors LLC | 320,113 | $24.35M | 2.1% | +12.2% | 3.506% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 260,170 | $19.79M | 0.0% | -10.5% | 2.850% | |
| 1/16/2024 | Raymond James & Associates | 18,029 | $1.37M | 0.0% | +47.9% | 0.197% | |
| 1/12/2024 | IAM Advisory LLC | 155,820 | $11.86M | 3.7% | -1.0% | 1.707% | |
| 1/12/2024 | Cyndeo Wealth Partners LLC | 62,395 | $4.75M | 0.4% | N/A | 0.683% | |
| 1/11/2024 | KWB Wealth | 17,431 | $1.33M | 0.2% | +61.2% | 0.191% | |
| 1/5/2024 | Capital Investment Advisors LLC | 4,048 | $308K | 0.0% | N/A | 0.044% | |
| 11/30/2023 | American Century Companies Inc. | 1,272,219 | $85.74M | 0.1% | +12.3% | 13.934% | |
| 11/15/2023 | Mercer Global Advisors Inc. ADV | 76,204 | $5.14M | 0.0% | -28.4% | 0.835% | |
| 11/15/2023 | V Wealth Advisors LLC | 3,202 | $216K | 0.2% | -82.0% | 0.035% | |
| 11/14/2023 | Per Stirling Capital Management LLC. | 123,869 | $8.35M | 1.7% | -3.1% | 1.357% | |
| 11/14/2023 | Waverly Advisors LLC | 7,744 | $522K | 0.0% | N/A | 0.085% | |
| 11/14/2023 | Synovus Financial Corp | 263,846 | $17.79M | 0.2% | +0.3% | 2.890% | |
| 11/13/2023 | Stifel Financial Corp | 99,465 | $6.70M | 0.0% | +1.7% | 1.089% | |
| 11/13/2023 | LPL Financial LLC | 1,321,045 | $89.03M | 0.1% | +15.7% | 14.469% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 696,595 | $46.94M | 0.0% | +12.0% | 7.630% | |
| 11/13/2023 | WCG Wealth Advisors LLC | 17,589 | $1.19M | 0.1% | N/A | 0.193% | |
| 11/9/2023 | Ruggaard & Associates LLC | 97,051 | $6.54M | 3.9% | +1.1% | 1.063% | |
| 11/9/2023 | UBS Group AG | 53,513 | $3.61M | 0.0% | -15.4% | 0.586% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 28,821 | $1.94M | 0.0% | +16.3% | 0.316% | |
| 11/8/2023 | Redwood Financial Network Corp | 5,935 | $400K | 0.4% | -10.6% | 0.065% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 7,193 | $485K | 0.0% | +7.3% | 0.079% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 783,230 | $52.78M | 2.2% | -0.5% | 8.579% | |
| 11/6/2023 | Sigma Planning Corp | 30,960 | $2.09M | 0.1% | +562.0% | 0.339% | |
| 11/6/2023 | Lincoln National Corp | 9,690 | $653K | 0.0% | +1.9% | 0.106% | |
| 11/6/2023 | MONECO Advisors LLC | 6,620 | $446K | 0.1% | +21.2% | 0.073% | |
| 11/3/2023 | Private Advisor Group LLC | 81,686 | $5.51M | 0.0% | +129.4% | 0.895% | |
| 10/30/2023 | Pathway Financial Advisors LLC | 43,989 | $2.96M | 1.0% | +0.9% | 0.482% | |
| 10/30/2023 | Win Advisors Inc. | 5,775 | $389K | 0.2% | N/A | 0.063% | |
| 10/27/2023 | Financial Advocates Investment Management | 88,479 | $5.89M | 0.4% | +30.8% | 0.969% | |
| 10/27/2023 | Parcion Private Wealth LLC | 546,624 | $36.84M | 3.8% | +0.8% | 5.987% | |
| 10/26/2023 | Mainstay Capital Management LLC ADV | 1,124,557 | $75.78M | 16.0% | +18.8% | 12.317% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 90,309 | $6.09M | 0.4% | +25.6% | 0.989% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 62,152 | $4.19M | 0.1% | +2.3% | 0.681% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 290,854 | $19.60M | 0.0% | +136.4% | 3.186% | |
| 10/24/2023 | Raymond James & Associates | 12,189 | $821K | 0.0% | N/A | 0.134% | |
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| 10/23/2023 | Moneywise Inc. | 87,761 | $5.91M | 3.7% | +137.6% | 0.961% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 93,052 | $6.27M | 0.0% | -3.1% | 1.019% | |
| 10/18/2023 | Private Trust Co. NA | 2,920 | $197K | 0.0% | +30.9% | 0.032% | |
| 10/17/2023 | GHP Investment Advisors Inc. | 2,069 | $140K | 0.0% | N/A | 0.023% | |
| 10/17/2023 | Flagship Harbor Advisors LLC | 93,431 | $6.30M | 0.5% | +2.7% | 1.023% | |
| 10/13/2023 | Global Retirement Partners LLC | 12,957 | $866K | 0.0% | +4.8% | 0.142% | |
| 10/12/2023 | IFP Advisors Inc | 7,494 | $505K | 0.0% | +168.7% | 0.082% | |
| 10/10/2023 | Procyon Advisors LLC | 285,191 | $19.22M | 2.0% | +51.9% | 3.124% | |
| 8/14/2023 | Redwood Financial Network Corp | 6,642 | $459K | 0.4% | -2.2% | 0.073% | |
| 8/11/2023 | V Wealth Advisors LLC | 17,740 | $1.23M | 0.2% | +46.7% | 0.194% | |
