| 5/1/2025 | Florida Financial Advisors LLC | 5,065 | $246K | 0.1% | N/A | 0.032% | |
| 5/1/2025 | ADG Wealth Management Group LLC | 18,180 | $882K | 0.8% | N/A | 0.115% | |
| 4/30/2025 | Cerity Partners LLC | 6,723 | $326K | 0.0% | +7.1% | 0.043% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,037 | $341K | 0.0% | -16.5% | 0.045% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,807 | $573K | 0.0% | +32.0% | 0.075% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 10,000 | $485K | 0.2% | N/A | 0.063% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 48,398 | $2.35M | 0.0% | +4.5% | 0.306% | |
| 4/29/2025 | World Investment Advisors | 32,054 | $1.56M | 0.0% | -85.4% | 0.203% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 1,066 | $52K | 0.0% | +171.9% | 0.007% | |
| 4/25/2025 | Valley National Advisers Inc. | 5,143 | $248K | 0.0% | +51.9% | 0.033% | |
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| 4/25/2025 | Meridian Financial LLC | 8,030 | $390K | 0.3% | +4.0% | 0.051% | |
| 4/25/2025 | Sovran Advisors LLC | 24,815 | $1.12M | 0.1% | +1.0% | 0.157% | |
| 4/24/2025 | Money Concepts Capital Corp | 31,040 | $1.51M | 0.1% | N/A | 0.214% | |
| 4/23/2025 | SFG Wealth Management LLC. | 32,630 | $1.58M | 0.8% | N/A | 0.225% | |
| 4/23/2025 | KPP Advisory Services LLC | 27,733 | $1.35M | 0.2% | +16.5% | 0.191% | |
| 4/23/2025 | Western Wealth Management LLC | 18,948 | $919K | 0.1% | +27.6% | 0.131% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 6,432 | $312K | 0.0% | N/A | 0.044% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 12,767 | $619K | 0.4% | +30.7% | 0.088% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 15,513 | $753K | 0.0% | +4.9% | 0.107% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 24,528 | $1.19M | 0.1% | +13.2% | 0.169% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,207 | $3.41M | 0.0% | +12.7% | 0.484% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 176,820 | $8.58M | 2.6% | N/A | 1.219% | |
| 4/22/2025 | Tandem Capital Management Corp ADV | 10,825 | $525K | 0.3% | +5.0% | 0.075% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 225,273 | $10.93M | 5.8% | N/A | 1.554% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 19,089 | $926K | 0.0% | +73.5% | 0.132% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,925 | $821K | 0.0% | +6.1% | 0.117% | |
| 4/16/2025 | RMR Wealth Builders | 5,738 | $278K | 0.0% | -6.4% | 0.040% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,472 | $71K | 0.0% | +31.3% | 0.010% | |
| 4/15/2025 | Collier Financial | 5,692 | $276K | 0.2% | N/A | 0.039% | |
| 4/14/2025 | Cedar Mountain Advisors LLC | 95,564 | $4.64M | 1.0% | +1.0% | 0.659% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 21,209 | $1.03M | 0.2% | +15.5% | 0.146% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 602,314 | $29.22M | 2.9% | +44.1% | 4.154% | |
| 4/10/2025 | Breakwater Capital Group | 63,606 | $3.09M | 0.5% | +14.6% | 0.439% | |
| 4/10/2025 | KWB Wealth | 4,908 | $233K | 0.0% | +5.2% | 0.034% | |
| 4/10/2025 | Beacon Financial Group | 4,821 | $234K | 0.0% | N/A | 0.033% | |
| 4/10/2025 | TruWealth Advisors LLC | 5,049 | $245K | 0.0% | +19.2% | 0.035% | |
| 4/7/2025 | AdvisorNet Financial Inc | 7,674 | $372K | 0.0% | +114.7% | 0.053% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,953 | $756K | 0.0% | +20.9% | 0.202% | |
| 2/18/2025 | MidWestOne Financial Group Inc. | 67,580 | $3.20M | 0.4% | +15.2% | 0.855% | |
| 2/17/2025 | Colonial Trust Co SC | 5,086 | $241K | 0.0% | -33.1% | 0.064% | |
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| 2/17/2025 | CoreCap Advisors LLC | 6,469 | $307K | 0.0% | +8.4% | 0.082% | |
| 2/17/2025 | Cetera Investment Advisers | 138,874 | $6.58M | 0.0% | +10.7% | 1.758% | |
| 2/17/2025 | Citadel Advisors LLC | 7,310 | $346K | 0.0% | N/A | 0.093% | |
| 2/17/2025 | Bank of America Corp DE | 488,284 | $23.15M | 0.0% | +12.0% | 6.181% | |
| 2/17/2025 | AmeriServ Wealth Advisors | 61,843 | $2.93M | 1.6% | N/A | 0.783% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,915 | $233K | 0.0% | +16,283.3% | 0.062% | |
| 2/14/2025 | Jane Street Group LLC | 9,705 | $460K | 0.0% | -27.8% | 0.123% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 13,181 | $625K | 0.0% | +107.2% | 0.167% | |
| 2/14/2025 | IHT Wealth Management LLC | 39,258 | $1.86M | 0.1% | +10.5% | 0.497% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 24,954 | $1.18M | 0.0% | N/A | 0.316% | |
| 2/13/2025 | CreativeOne Wealth LLC | 22,831 | $1.08M | 0.0% | +29.8% | 0.289% | |
| 2/13/2025 | Advisors Capital Management LLC | 71,226 | $3.38M | 0.1% | -1.1% | 0.902% | |
| 2/13/2025 | Crux Wealth Advisors | 10,678 | $506K | 0.3% | N/A | 0.135% | |
| 2/13/2025 | Prepared Retirement Institute LLC | 30,403 | $1.44M | 0.8% | +21.5% | 0.385% | |
| 2/13/2025 | Advisory Services Network LLC | 5,995 | $284K | 0.0% | N/A | 0.076% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 46,309 | $2.20M | 0.0% | -46.3% | 0.586% | |
| 2/12/2025 | World Investment Advisors | 219,061 | $10.38M | 0.3% | +3.1% | 2.773% | |
| 2/12/2025 | JPMorgan Chase & Co. | 82,421 | $3.91M | 0.0% | +25.8% | 1.043% | |
| 2/11/2025 | Segall Bryant & Hamill LLC | 507,552 | $24.06M | 0.3% | -4.2% | 6.425% | |
| 2/11/2025 | LPL Financial LLC | 1,681,458 | $79.70M | 0.0% | +23.1% | 21.284% | |
| 2/11/2025 | Absolute Capital Management LLC | 112,000 | $5.31M | 2.9% | N/A | 1.418% | |
| 2/10/2025 | Taylor Financial Group Inc. | 56,264 | $2.67M | 1.8% | +6.8% | 0.712% | |
| 2/10/2025 | Corient Private Wealth LLC | 510,304 | $23.53M | 0.0% | -4.0% | 6.460% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 135,948 | $6.44M | 0.0% | +136.3% | 1.721% | |
| 2/7/2025 | Independent Advisor Alliance | 69,683 | $3.30M | 0.0% | N/A | 0.882% | |
| 2/7/2025 | Larson Financial Group LLC | 32,006 | $1.52M | 0.1% | +19.7% | 0.405% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,000 | $47K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | Raymond James Financial Inc. | 203,234 | $9.63M | 0.0% | N/A | 2.573% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 376,187 | $17.83M | 0.2% | +3.5% | 4.762% | |
| 2/5/2025 | US Bancorp DE | 5,400 | $256K | 0.0% | +48.8% | 0.068% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 14,786 | $701K | 0.0% | +7.2% | 0.187% | |
| 2/5/2025 | Kellett Wealth Advisors LLC | 9,767 | $463K | 0.3% | -34.5% | 0.124% | |
| 1/31/2025 | Global Retirement Partners LLC | 4,390 | $208K | 0.0% | +15.4% | 0.056% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,342 | $1.06M | 0.0% | -8.4% | 0.283% | |
| 1/31/2025 | Sanctuary Advisors LLC | 40,190 | $2.00M | 0.0% | +18.1% | 0.509% | |
| 1/29/2025 | Sovran Advisors LLC | 24,565 | $1.17M | 0.2% | N/A | 0.311% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 668 | $32K | 0.0% | N/A | 0.008% | |
| 1/29/2025 | Focus Financial Network Inc. | 6,342 | $301K | 0.0% | -22.2% | 0.080% | |
| 1/28/2025 | Compass Financial Services Inc | 92,676 | $4.39M | 2.5% | N/A | 1.173% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 12,091 | $573K | 0.0% | +30.9% | 0.153% | |
| 1/28/2025 | Shepherd Financial Partners LLC | 5,097 | $242K | 0.0% | N/A | 0.065% | |
| 1/27/2025 | Financial Advocates Investment Management | 14,859 | $704K | 0.0% | +2.3% | 0.188% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 478,703 | $23.62M | 6.2% | +48.9% | 6.060% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 8,425 | $399K | 0.0% | +12.0% | 0.107% | |
| 1/24/2025 | Tempus Wealth Planning LLC | 19,681 | $933K | 0.3% | +1.1% | 0.249% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 18,364 | $870K | 0.2% | -3.3% | 0.232% | |
| 1/24/2025 | KPP Advisory Services LLC | 23,795 | $1.13M | 0.3% | +12.1% | 0.301% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,121 | $53K | 0.0% | +858.1% | 0.014% | |
| 1/24/2025 | Valley National Advisers Inc. | 3,386 | $159K | 0.0% | +47.5% | 0.043% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 21,661 | $1.03M | 0.1% | +9.5% | 0.274% | |
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| 1/21/2025 | Cedar Mountain Advisors LLC | 94,635 | $4.49M | 1.0% | -0.5% | 1.198% | |
| 1/21/2025 | Sound Income Strategies LLC | 559 | $26K | 0.0% | +863.8% | 0.007% | |
| 1/17/2025 | Galvin Gaustad & Stein LLC | 36,352 | $1.72M | 0.2% | +3.1% | 0.460% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 11,003 | $522K | 0.0% | +49.1% | 0.139% | |
| 1/14/2025 | Breakwater Capital Group | 55,492 | $2.63M | 0.5% | +7.6% | 0.702% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 417,889 | $19.81M | 2.2% | +33.5% | 5.290% | |
| 1/13/2025 | AdvisorNet Financial Inc | 3,575 | $169K | 0.0% | +1,643.9% | 0.045% | |
| 12/26/2024 | JPMorgan Chase & Co. | 65,501 | $3.17M | 0.0% | -6.4% | 0.829% | |
| 11/25/2024 | World Investment Advisors LLC | 212,387 | $10.29M | 0.2% | N/A | 2.688% | |
| 11/25/2024 | Sanctuary Advisors LLC | 34,030 | $1.72M | 0.0% | -7.6% | 0.431% | |
