| 5/14/2024 | Sentinel Pension Advisors Inc. | 513,491 | $38.83M | 8.3% | +6.7% | 5.971% | |
| 5/10/2024 | Rodgers & Associates LTD | 2,860 | $216K | 0.0% | N/A | 0.033% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,014 | $1.51M | 0.0% | N/A | 0.238% | |
| 4/16/2024 | Total Investment Management Inc. | 646,414 | $48.88M | 6.1% | +1.0% | 9.437% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 3,351 | $239K | 0.0% | N/A | 0.049% | |
| 2/7/2024 | Principal Securities Inc. | 4,882 | $349K | 0.0% | N/A | 0.071% | |
|
| 2/6/2024 | Lincoln National Corp | 20,974 | $1.50M | 0.0% | N/A | 0.306% | |
| 2/2/2024 | Total Investment Management Inc. | 640,175 | $45.75M | 5.8% | +4.5% | 9.346% | |
| 2/1/2024 | Treasure Coast Financial Planning | 24,214 | $1.73M | 1.2% | +5.6% | 0.353% | |
| 1/31/2024 | Zhang Financial LLC | 34,468 | $2.46M | 0.2% | -2.7% | 0.503% | |
| 1/26/2024 | Keener Financial Planning LLC | 633 | $45K | 0.0% | N/A | 0.009% | |
| 1/18/2024 | Blue Trust Inc. | 1,904 | $124K | 0.0% | N/A | 0.028% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,831 | $345K | 0.0% | +4.3% | 0.071% | |
| 1/11/2024 | Advisory Resource Group | 64,965 | $4.64M | 1.2% | +1.9% | 0.948% | |
| 1/4/2024 | Compass Wealth Management LLC | 1,164 | $83K | 0.0% | N/A | 0.017% | |
| 12/5/2023 | Advisory Resource Group | 63,734 | $4.16M | 1.1% | +1.9% | 0.930% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 519,664 | $33.91M | 0.6% | +3.7% | 7.586% | |
| 10/24/2023 | Total Investment Management Inc. | 612,502 | $39.97M | 5.7% | +12.7% | 8.942% | |
| 10/24/2023 | Bank of New York Mellon Corp | 250,692 | $16.36M | 0.0% | -33.9% | 3.660% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,631 | $302K | 0.0% | +13.4% | 0.068% | |
| 10/23/2023 | Sentinel Pension Advisors Inc. | 454,476 | $29.66M | 7.2% | -0.1% | 6.635% | |
| 10/11/2023 | Zhang Financial LLC | 35,425 | $2.31M | 0.2% | -4.3% | 0.517% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 827 | $54K | 0.0% | +70.5% | 0.012% | |
| 9/12/2023 | Farther Finance Advisors LLC | 27,993 | $1.94M | 0.4% | +40.7% | 0.409% | |
| 8/9/2023 | Flow Traders U.S. LLC | 92,974 | $6.43M | 0.3% | -67.3% | 1.357% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 485 | $34K | 0.0% | -47.8% | 0.007% | |
| 8/3/2023 | Bank of New York Mellon Corp | 378,978 | $26.22M | 0.0% | -2.4% | 5.699% | |
| 7/31/2023 | LPL Financial LLC | 16,905 | $1.17M | 0.0% | +22.7% | 0.254% | |
| 7/21/2023 | Treasure Coast Financial Planning | 23,010 | $1.59M | 1.1% | +11.8% | 0.346% | |
| 7/18/2023 | Zhang Financial LLC | 37,019 | $2.55M | 0.3% | -10.0% | 0.557% | |
| 7/18/2023 | Sentinel Pension Advisors Inc. | 455,112 | $31.48M | 7.6% | +1.6% | 6.844% | |
| 7/11/2023 | Advisory Resource Group | 62,542 | $4.33M | 1.2% | -3.0% | 0.940% | |
| 7/6/2023 | Total Investment Management Inc. | 543,373 | $37.59M | 4.9% | +76.3% | 8.171% | |
| 5/15/2023 | Flow Traders U.S. LLC | 284,001 | $19.06M | 0.8% | N/A | 4.271% | |
| 5/11/2023 | Zhang Financial LLC | 41,123 | $2.76M | 0.3% | -13.2% | 0.618% | |
| 5/9/2023 | Bank of New York Mellon Corp | 388,448 | $26.07M | 0.0% | +1.2% | 5.841% | |
| 5/4/2023 | Treasure Coast Financial Planning | 20,575 | $1.38M | 1.0% | -6.3% | 0.807% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 571,791 | $38.37M | 0.8% | +25.6% | 22.423% | |
| 4/28/2023 | Sentinel Pension Advisors Inc. | 447,798 | $29.90M | 7.6% | -3.8% | 17.561% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 930 | $62K | 0.0% | -21.7% | 0.036% | |
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| 3/6/2023 | OLD Mission Capital LLC | 3,416 | $213K | 0.0% | N/A | 0.134% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 455,245 | $28.36M | 0.8% | +3.8% | 19.372% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 56,272 | $3.51M | 0.0% | +17.5% | 2.395% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 4,167 | $260K | 0.0% | N/A | 0.177% | |
| 2/7/2023 | LPL Financial LLC | 11,724 | $730K | 0.0% | +8.7% | 0.499% | |
| 2/7/2023 | IFP Advisors Inc | 1,934 | $98K | 0.0% | N/A | 0.082% | |
| 2/7/2023 | Treasure Coast Financial Planning | 21,966 | $1.37M | 1.0% | +98.4% | 0.935% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 6,553 | $408K | 0.0% | +7.0% | 0.279% | |
| 2/6/2023 | Sentinel Pension Advisors Inc. | 465,518 | $29.00M | 9.1% | +19.7% | 19.809% | |
| 2/1/2023 | Gladstone Institutional Advisory LLC | 3,361 | $209K | 0.0% | -31.9% | 0.143% | |
| 2/1/2023 | Total Investment Management Inc. | 204,743 | $12.76M | 3.1% | +0.1% | 8.712% | |
| 1/31/2023 | Geneos Wealth Management Inc. | 1,188 | $74K | 0.0% | -37.6% | 0.051% | |
| 1/27/2023 | Advisory Resource Group | 63,388 | $3.95M | 1.2% | +2.9% | 2.697% | |
| 1/17/2023 | Zhang Financial LLC | 47,353 | $2.95M | 0.4% | -17.5% | 2.015% | |
| 12/8/2022 | Bank of New York Mellon Corp | 417,900 | $22.38M | 0.0% | -9.8% | 18.573% | |
| 11/15/2022 | Flow Traders U.S. LLC | 72,679 | $3.89M | 0.2% | N/A | 3.230% | |
| 11/2/2022 | Treasure Coast Financial Planning | 11,071 | $593K | 0.5% | N/A | 0.492% | |
| 11/1/2022 | Sentinel Pension Advisors Inc. | 388,784 | $20.82M | 7.3% | +7.3% | 17.279% | |
| 10/20/2022 | Gladstone Institutional Advisory LLC | 4,939 | $264K | 0.0% | -57.0% | 0.220% | |
| 10/13/2022 | Total Investment Management Inc. | 204,535 | $10.95M | 2.2% | +0.9% | 9.090% | |
| 10/11/2022 | Advisory Resource Group | 61,587 | $3.30M | 1.1% | +50.7% | 2.737% | |
| 8/12/2022 | Capital Analysts LLC | 950 | $57K | 0.0% | -20.8% | 0.045% | |
| 8/9/2022 | Sentinel Pension Advisors Inc. | 362,379 | $21.92M | 7.4% | +69.0% | 17.256% | |
| 8/8/2022 | Integrated Wealth Concepts LLC | 283,747 | $17.16M | 0.5% | +3.8% | 13.512% | |
| 7/22/2022 | Geneos Wealth Management Inc. | 2,563 | $153K | 0.0% | -46.8% | 0.122% | |
| 7/21/2022 | Advisory Resource Group | 40,879 | $2.47M | 0.8% | -8.5% | 1.947% | |
| 7/14/2022 | Zhang Financial LLC | 57,317 | $3.47M | 0.6% | +36.8% | 2.729% | |
| 5/12/2022 | Capital Analysts LLC | 1,200 | $84K | 0.0% | -14.3% | 0.071% | |
| 5/12/2022 | Integrated Wealth Concepts LLC | 273,388 | $19.21M | 0.6% | -40.4% | 16.082% | |
| 5/12/2022 | Cambridge Trust Co. | 357 | $25K | 0.0% | N/A | 0.021% | |
| 5/6/2022 | Sentinel Pension Advisors Inc. | 214,473 | $15.07M | 5.1% | N/A | 12.616% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 17,616 | $1.24M | 0.0% | +36.6% | 1.036% | |
| 5/4/2022 | Gladstone Institutional Advisory LLC | 11,768 | $827K | 0.1% | N/A | 0.692% | |
| 5/2/2022 | Total Investment Management Inc. | 203,791 | $14.32M | 2.7% | +0.4% | 11.988% | |
| 4/21/2022 | Zhang Financial LLC | 41,903 | $2.94M | 0.5% | +184.5% | 2.794% | |
| 4/6/2022 | Advisory Resource Group | 44,683 | $3.14M | 1.0% | +8.2% | 2.979% | |
| 2/16/2022 | Flow Traders U.S. LLC | 52,001 | $3.87M | 0.2% | +241.0% | 3.467% | |
| 2/15/2022 | Integrated Wealth Concepts LLC | 458,810 | $34.11M | 1.0% | N/A | 30.587% | |
| 2/10/2022 | Zhang Financial LLC | 14,731 | $1.10M | 0.2% | N/A | 0.982% | |
| 2/9/2022 | Geneos Wealth Management Inc. | 7,284 | $541K | 0.0% | -4.5% | 0.486% | |
| 2/8/2022 | Advisory Resource Group | 41,287 | $2.97M | 1.0% | +16.5% | 2.752% | |
| 2/8/2022 | Bank of America Corp DE | 26,210 | $1.95M | 0.0% | +51,292.2% | 1.747% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 12,894 | $959K | 0.0% | +54.0% | 0.860% | |
| 1/31/2022 | Total Investment Management Inc. | 203,048 | $15.10M | 2.5% | +6.2% | 13.537% | |
| 11/15/2021 | Flow Traders U.S. LLC | 15,249 | $1.11M | 0.0% | -46.5% | 1.694% | |
| 11/9/2021 | Geneos Wealth Management Inc. | 7,627 | $551K | 0.0% | -8.8% | 0.847% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 8,371 | $608K | 0.0% | +64.2% | 0.930% | |
| 11/4/2021 | Total Investment Management Inc. | 191,279 | $13.89M | 3.5% | +0.2% | 21.253% | |
| 8/24/2021 | Flow Traders U.S. LLC | 28,522 | $2.10M | 0.1% | N/A | 3.169% | |
| 8/16/2021 | Rinet Co LLC | 3,137 | $231K | 0.0% | N/A | 0.349% | |
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| 8/11/2021 | Bank of New York Mellon Corp | 192,955 | $14.23M | 0.0% | +9.5% | 21.439% | |
| 8/11/2021 | Susquehanna International Group LLP | 18,682 | $1.38M | 0.0% | N/A | 2.076% | |
| 8/6/2021 | Total Investment Management Inc. | 190,804 | $14.07M | 2.4% | N/A | 21.200% | |
| 8/5/2021 | Capital Analysts LLC | 1,400 | $103K | 0.0% | N/A | 0.156% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 5,097 | $376K | 0.0% | +178.8% | 0.566% | |
| 6/17/2021 | Geneos Wealth Management Inc. | 7,583 | $543K | 0.0% | -13.2% | 1.264% | |
| 5/18/2021 | Jane Street Group LLC | 3,827 | $268K | 0.0% | -19.8% | 0.638% | |
| 5/13/2021 | Bank of New York Mellon Corp | 176,143 | $12.34M | 0.0% | +93.8% | 29.357% | |
| 4/22/2021 | Chevy Chase Trust Holdings Inc. | 4,150 | $291K | 0.0% | N/A | 0.692% | |
| 2/17/2021 | Jane Street Group LLC | 4,772 | $320K | 0.0% | -82.4% | 0.795% | |
