| 5/1/2025 | Gateway Wealth Partners LLC | 3,643 | $878K | 0.2% | +5.2% | 0.628% | |
| 4/30/2025 | Sharkey Howes & Javer | 3,809 | $918K | 0.1% | +7.4% | 0.657% | |
| 4/23/2025 | Berkshire Money Management Inc. | 1,588 | $383K | 0.0% | -9.8% | 0.274% | |
| 4/23/2025 | Professional Financial Advisors LLC | 18,709 | $4.51M | 1.1% | +1.5% | 3.226% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 1,250 | $301K | 0.1% | N/A | 0.216% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,594 | $1.35M | 0.0% | -22.5% | 0.964% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,219 | $1.88M | 0.0% | +1.7% | 1.245% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,552 | $1.19M | 0.1% | +7.2% | 1.059% | |
| 2/17/2025 | Bank of America Corp DE | 5,373 | $1.40M | 0.0% | -4.3% | 1.250% | |
| 2/14/2025 | Comerica Bank | 121 | $31K | 0.0% | +77.9% | 0.028% | |
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| 2/14/2025 | MGO One Seven LLC | 2,256 | $587K | 0.0% | +8.1% | 0.525% | |
| 2/13/2025 | Mariner LLC | 10,522 | $2.74M | 0.0% | N/A | 2.447% | |
| 2/13/2025 | Raymond James Financial Inc. | 4,546 | $1.18M | 0.0% | N/A | 1.057% | |
| 2/12/2025 | PAX Financial Group LLC | 4,504 | $1.17M | 0.2% | +63.7% | 1.047% | |
| 2/11/2025 | LPL Financial LLC | 132,093 | $34.38M | 0.0% | +60.8% | 30.719% | |
| 2/10/2025 | Centurion Wealth Management LLC | 1,420 | $370K | 0.1% | N/A | 0.330% | |
| 2/6/2025 | Raymond James Financial Inc. | 4,546 | $1.18M | 0.0% | N/A | 1.057% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 17,246 | $4.49M | 0.0% | +10.0% | 4.011% | |
| 2/5/2025 | Sharkey Howes & Javer | 3,548 | $924K | 0.1% | N/A | 0.825% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 780 | $203K | 0.0% | N/A | 0.181% | |
| 1/27/2025 | Berkshire Money Management Inc. | 1,761 | $458K | 0.0% | N/A | 0.410% | |
| 1/24/2025 | Baltimore Washington Financial Advisors Inc. | 59,251 | $15.42M | 0.8% | +24.6% | 13.779% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 3,462 | $901K | 0.2% | +8.2% | 0.805% | |
| 1/14/2025 | Professional Financial Advisors LLC | 18,429 | $4.80M | 1.2% | +7.9% | 4.286% | |
| 1/13/2025 | AdvisorNet Financial Inc | 485 | $126K | 0.0% | +61.1% | 0.113% | |
| 11/12/2024 | Baltimore Washington Financial Advisors Inc. | 47,567 | $11.98M | 0.6% | +6.4% | 11.062% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 3,200 | $806K | 0.2% | +34.7% | 0.744% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,100 | $1.79M | 0.0% | -8.8% | 1.651% | |
| 10/21/2024 | Castleview Partners LLC | 250 | $63K | 0.0% | +184.1% | 0.058% | |
| 10/10/2024 | Professional Financial Advisors LLC | 17,087 | $4.30M | 1.1% | +0.3% | 3.974% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 2,375 | $577K | 0.2% | +19.9% | 0.552% | |
| 7/31/2024 | Baltimore Washington Financial Advisors Inc. | 44,721 | $10.86M | 0.6% | +10.2% | 10.400% | |
| 7/30/2024 | International Assets Investment Management LLC | 240 | $58K | 0.0% | N/A | 0.056% | |
| 7/19/2024 | Western Wealth Management LLC | 9,080 | $2.21M | 0.2% | -1.0% | 2.112% | |
| 7/18/2024 | Professional Financial Advisors LLC | 17,044 | $4.14M | 1.1% | +1.0% | 3.964% | |
| 7/12/2024 | Southland Equity Partners LLC | 2,248 | $546K | 0.2% | -3.4% | 0.523% | |
| 7/10/2024 | CWM LLC | 352 | $86K | 0.0% | -35.4% | 0.082% | |
| 5/8/2024 | Berkshire Money Management Inc. | 2,046 | $470K | 0.1% | N/A | 0.476% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 40,589 | $9.33M | 0.6% | +6.6% | 9.439% | |
| 5/6/2024 | VitalStone Financial LLC | 422 | $97K | 0.1% | -10.6% | 0.098% | |
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| 4/25/2024 | Professional Financial Advisors LLC | 16,873 | $3.88M | 1.1% | -31.5% | 3.924% | |
| 4/24/2024 | Fulcrum Equity Management | 2,889 | $664K | 0.8% | N/A | 0.672% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 15,249 | $3.51M | 0.0% | +379.7% | 3.546% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,789 | $1.79M | 0.0% | -5.0% | 1.811% | |
| 4/12/2024 | Southland Equity Partners LLC | 2,326 | $535K | 0.2% | -2.6% | 0.517% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 13,550 | $2.74M | 0.0% | +5.6% | 3.011% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 4,538 | $917K | 0.1% | +61.0% | 1.008% | |
| 2/1/2024 | CWM LLC | 545 | $110K | 0.0% | -34.1% | 0.121% | |
| 1/31/2024 | Western Wealth Management LLC | 9,431 | $1.91M | 0.1% | -4.1% | 2.096% | |
| 1/29/2024 | ORG Partners LLC | 127 | $26K | 0.0% | +122.8% | 0.028% | |
| 1/19/2024 | AdvisorNet Financial Inc | 301 | $61K | 0.0% | -14.2% | 0.067% | |
| 1/18/2024 | Professional Financial Advisors LLC | 24,627 | $4.98M | 1.6% | +0.5% | 5.473% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,179 | $642K | 0.0% | -3.3% | 0.706% | |
| 1/9/2024 | Southland Equity Partners LLC | 2,389 | $483K | 0.2% | -4.7% | 0.531% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 2,818 | $505K | 0.1% | N/A | 0.626% | |
| 11/16/2023 | VitalStone Financial LLC | 472 | $89K | 0.1% | -41.9% | 0.105% | |
| 11/13/2023 | LPL Financial LLC | 70,643 | $12.66M | 0.0% | +21.9% | 15.698% | |
| 11/8/2023 | Baltimore Washington Financial Advisors Inc. | 36,257 | $6.50M | 0.4% | +4.1% | 8.057% | |
| 11/7/2023 | Prosperity Wealth Management Inc. | 2,963 | $531K | 0.3% | N/A | 0.658% | |
| 11/4/2023 | Magnolia Capital Advisors LLC | 8,747 | $1.53M | 1.5% | -46.1% | 1.944% | |
| 10/25/2023 | Professional Financial Advisors LLC | 24,505 | $4.39M | 2.0% | -3.2% | 5.446% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 3,289 | $589K | 0.0% | -23.1% | 0.731% | |
| 10/12/2023 | IFP Advisors Inc | 3,755 | $673K | 0.0% | -7.4% | 0.834% | |
| 10/11/2023 | CWM LLC | 827 | $148K | 0.0% | +51.7% | 0.184% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 251 | $45K | 0.0% | N/A | 0.056% | |
| 8/30/2023 | Western Wealth Management LLC | 9,837 | $1.83M | 0.2% | -1.1% | 2.186% | |
| 8/21/2023 | VitalStone Financial LLC | 812 | $138K | 0.1% | N/A | 0.180% | |
| 8/9/2023 | Baltimore Washington Financial Advisors Inc. | 34,823 | $6.46M | 0.5% | +79.3% | 7.738% | |
| 7/31/2023 | LPL Financial LLC | 57,955 | $10.75M | 0.0% | +18.3% | 14.135% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 4,277 | $793K | 0.0% | -11.1% | 1.043% | |
| 7/21/2023 | Wealth Enhancement Advisory Services LLC | 1,145 | $212K | 0.0% | N/A | 0.279% | |
| 7/13/2023 | Zimmermann Investment Management & Planning LLC | 13,586 | $2.52M | 1.2% | -18.4% | 3.314% | |
| 7/12/2023 | Professional Financial Advisors LLC | 25,320 | $4.70M | 2.4% | -5.7% | 6.176% | |
| 5/10/2023 | Baltimore Washington Financial Advisors Inc. | 19,422 | $3.28M | 0.3% | +8.7% | 4.737% | |
| 5/10/2023 | LPL Financial LLC | 48,988 | $8.28M | 0.0% | -63.6% | 11.948% | |
| 5/9/2023 | Spire Wealth Management | 265 | $45K | 0.0% | N/A | 0.065% | |
| 4/27/2023 | Professional Financial Advisors LLC | 26,855 | $5.20M | 3.1% | +2.8% | 6.550% | |
| 4/25/2023 | Zimmermann Investment Management & Planning LLC | 16,648 | $2.81M | 1.5% | N/A | 4.060% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 4,809 | $812K | 0.0% | -42.2% | 0.962% | |
| 4/13/2023 | Householder Group Estate & Retirement Specialist LLC | 269 | $45K | 0.0% | N/A | 0.054% | |
| 2/28/2023 | Mezzasalma Advisors LLC | 1,215 | $203K | 0.2% | -7.4% | 0.243% | |
| 2/10/2023 | Good Life Advisors LLC | 4,709 | $787K | 0.1% | +4.2% | 1.002% | |
| 2/9/2023 | Baltimore Washington Financial Advisors Inc. | 17,867 | $2.99M | 0.3% | +13.7% | 3.801% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,320 | $1.39M | 0.0% | +1.4% | 1.770% | |
| 2/8/2023 | IAG Wealth Partners LLC | 324 | $54K | 0.0% | +103.8% | 0.069% | |
| 2/7/2023 | LPL Financial LLC | 134,537 | $22.49M | 0.0% | +2.0% | 28.625% | |
| 2/7/2023 | IFP Advisors Inc | 4,055 | $488K | 0.0% | -3.5% | 0.863% | |
| 2/1/2023 | CWM LLC | 545 | $91K | 0.0% | N/A | 0.116% | |
| 1/30/2023 | VitalStone Financial LLC | 825 | $137K | 0.1% | N/A | 0.176% | |
| 1/13/2023 | Flagship Harbor Advisors LLC | 3,531 | $590K | 0.1% | N/A | 0.751% | |
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| 11/10/2022 | Tower Research Capital LLC TRC | 3,452 | $533K | 0.0% | -61.8% | 0.785% | |
| 11/7/2022 | Western Wealth Management LLC | 19,890 | $3.07M | 0.2% | -5.4% | 4.520% | |
| 10/31/2022 | Baltimore Washington Financial Advisors Inc. | 15,708 | $2.47M | 0.2% | +3.5% | 3.491% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 8,206 | $1.27M | 0.0% | -19.2% | 1.824% | |
| 10/14/2022 | Private Advisor Group LLC | 15,105 | $2.33M | 0.0% | +0.5% | 3.357% | |
| 10/13/2022 | Good Life Advisors LLC | 4,518 | $697K | 0.1% | +21.1% | 1.004% | |
| 10/11/2022 | Householder Group Estate & Retirement Specialist LLC | 390 | $60K | 0.0% | N/A | 0.087% | |
| 8/17/2022 | Castleview Partners LLC | 14,724 | $588K | 0.0% | +24,037.7% | 3.272% | |
| 8/13/2022 | Flow Traders U.S. LLC | 1,867 | $299K | 0.0% | +20.8% | 0.415% | |
| 8/12/2022 | LPL Financial LLC | 129,662 | $20.76M | 0.0% | -10.9% | 28.814% | |
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