| 5/29/2025 | Nova Wealth Management Inc. | 945 | $71K | 0.1% | N/A | 0.014% | |
| 5/27/2025 | Advisors Capital Management LLC | 14,355 | $1.08M | 0.0% | -4.2% | 0.218% | |
| 5/22/2025 | Mattson Financial Services LLC | 20,253 | $1.52M | 0.5% | N/A | 0.307% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 14,527 | $1.09M | 0.0% | N/A | 0.259% | |
| 5/16/2025 | Jones Financial Companies Lllp | 245,594 | $17.26M | 0.0% | N/A | 4.386% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 75,358 | $5.65M | 0.1% | N/A | 1.346% | |
| 5/15/2025 | Royal Bank of Canada | 5,535 | $415K | 0.0% | +32.7% | 0.099% | |
| 5/14/2025 | Apexium Financial LP | 15,793 | $1.18M | 0.1% | N/A | 0.282% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,437 | $407K | 0.0% | +27.3% | 0.097% | |
| 5/14/2025 | TFB Advisors LLC | 3,030 | $227K | 0.1% | N/A | 0.054% | |
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| 5/13/2025 | Raymond James Financial Inc. | 84,729 | $6.35M | 0.0% | +3.5% | 1.513% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 4,219 | $316K | 0.3% | -18.5% | 0.075% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 58,342 | $4.37M | 0.1% | -16.7% | 1.042% | |
| 5/7/2025 | LPL Financial LLC | 58,279 | $4.37M | 0.0% | +60.2% | 1.041% | |
| 5/6/2025 | Assetmark Inc. | 12,702 | $952K | 0.0% | N/A | 0.227% | |
| 5/6/2025 | Cetera Investment Advisers | 3,261 | $244K | 0.0% | +10.7% | 0.058% | |
| 5/6/2025 | AE Wealth Management LLC | 9,446 | $708K | 0.0% | N/A | 0.169% | |
| 5/6/2025 | Efficient Advisors LLC | 11,055 | $828K | 0.1% | N/A | 0.197% | |
| 5/2/2025 | KM Capital Management Ltd. | 17,751 | $1.33M | 0.7% | +37.3% | 0.317% | |
| 5/2/2025 | Sigma Planning Corp | 7,646 | $573K | 0.0% | +44.3% | 0.137% | |
| 5/1/2025 | Fulcrum Equity Management | 12,592 | $944K | 1.0% | N/A | 0.225% | |
| 4/30/2025 | Cerity Partners LLC | 4,393 | $329K | 0.0% | -12.2% | 0.078% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 7,735 | $580K | 0.1% | +2.4% | 0.138% | |
| 4/30/2025 | Trek Financial LLC | 45,370 | $3.40M | 0.2% | N/A | 0.810% | |
| 4/29/2025 | Sutton Place Investors LLC | 27,375 | $2.05M | 1.4% | +8.7% | 0.489% | |
| 4/28/2025 | Lansing Street Advisors | 11,653 | $873K | 0.3% | +56.3% | 0.208% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 17,728 | $1.33M | 0.1% | -23.8% | 0.317% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 203,215 | $15.28M | 0.0% | -13.9% | 3.629% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,864 | $1.94M | 0.0% | +33.6% | 0.462% | |
| 4/18/2025 | Financial Perspectives Inc | 10,245 | $815K | 0.3% | -4.9% | 0.183% | |
| 4/16/2025 | RMR Wealth Builders | 8,427 | $632K | 0.1% | N/A | 0.150% | |
| 4/15/2025 | Kozak & Associates Inc. | 679,194 | $50.25M | 12.5% | +2.5% | 12.128% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 3,288 | $246K | 0.0% | N/A | 0.059% | |
| 4/15/2025 | Shira Ridge Wealth Management | 17,326 | $1.30M | 0.6% | -19.3% | 0.309% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 12,836 | $962K | 0.0% | -2.8% | 0.229% | |
| 4/14/2025 | Farther Finance Advisors LLC | 419 | $32K | 0.0% | -42.0% | 0.007% | |
| 4/9/2025 | Gradient Investments LLC | 106,550 | $7.99M | 0.2% | N/A | 1.903% | |
| 2/18/2025 | McIlrath & Eck LLC | 293 | $25K | 0.0% | N/A | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 2,946 | $251K | 0.0% | -10.9% | 0.083% | |
| 2/17/2025 | Citadel Advisors LLC | 35,616 | $3.04M | 0.0% | +91.2% | 1.003% | |
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| 2/14/2025 | Susquehanna International Group LLP | 19,894 | $1.70M | 0.0% | -58.4% | 0.560% | |
| 2/14/2025 | MML Investors Services LLC | 101,639 | $8.67M | 0.0% | +10.2% | 2.863% | |
| 2/14/2025 | GeoWealth Management LLC | 62,230 | $5.31M | 0.2% | N/A | 1.753% | |
| 2/13/2025 | Mariner LLC | 2,953 | $252K | 0.0% | N/A | 0.083% | |
| 2/13/2025 | Advisors Capital Management LLC | 14,984 | $1.28M | 0.0% | +8.4% | 0.422% | |
| 2/13/2025 | Raymond James Financial Inc. | 81,864 | $6.99M | 0.0% | N/A | 2.306% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,356 | $713K | 0.0% | N/A | 0.235% | |
| 2/12/2025 | JPMorgan Chase & Co. | 22,713 | $1.94M | 0.0% | -2.9% | 0.640% | |
| 2/11/2025 | LPL Financial LLC | 36,377 | $3.10M | 0.0% | +97.1% | 1.025% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 10,570 | $902K | 0.0% | -2.6% | 0.298% | |
| 2/6/2025 | Raymond James Financial Inc. | 81,864 | $6.99M | 0.0% | N/A | 2.306% | |
| 2/3/2025 | Sigma Planning Corp | 5,300 | $452K | 0.0% | +11.1% | 0.149% | |
| 2/3/2025 | Financial Perspectives Inc | 10,773 | $919K | 0.3% | +2.2% | 0.303% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 70,007 | $5.97M | 0.1% | +405.0% | 1.972% | |
| 1/31/2025 | Truist Financial Corp | 53,399 | $4.56M | 0.0% | -22.4% | 1.504% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,582 | $397K | 0.0% | +16.4% | 0.129% | |
| 1/30/2025 | Montag A & Associates Inc. | 3,883 | $331K | 0.0% | +48.5% | 0.109% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 5,174 | $441K | 0.4% | N/A | 0.146% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 7,551 | $644K | 0.1% | +20.9% | 0.213% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 236,098 | $20.32M | 0.1% | +1.3% | 6.651% | |
| 1/21/2025 | Patriot Investment Management Group Inc. | 10,937 | $933K | 0.1% | -1.6% | 0.308% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 23,274 | $1.99M | 0.1% | N/A | 0.656% | |
| 1/15/2025 | HB Wealth Management LLC | 2,500 | $213K | 0.0% | N/A | 0.070% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 2,561 | $219K | 0.0% | N/A | 0.072% | |
| 1/14/2025 | Shira Ridge Wealth Management | 21,460 | $1.83M | 0.9% | -2.4% | 0.605% | |
| 1/13/2025 | Pallas Capital Advisors LLC | 13,209 | $1.13M | 0.0% | +3.9% | 0.372% | |
| 1/6/2025 | Kozak & Associates Inc. | 662,789 | $57.33M | 13.1% | -1.8% | 18.670% | |
| 12/26/2024 | JPMorgan Chase & Co. | 23,401 | $1.83M | 0.0% | +22.2% | 0.659% | |
| 11/15/2024 | MML Investors Services LLC | 92,267 | $7.23M | 0.0% | +6.0% | 2.599% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 5,516 | $432K | 0.1% | +11.1% | 0.155% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 758 | $59K | 0.0% | N/A | 0.021% | |
| 10/29/2024 | Lansing Street Advisors | 7,456 | $584K | 0.2% | +5.0% | 0.210% | |
| 10/29/2024 | Farther Finance Advisors LLC | 667 | $52K | 0.0% | -17.6% | 0.019% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 12,708 | $1.01M | 0.0% | +4.5% | 0.358% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 233,125 | $18.25M | 0.1% | +13.2% | 6.567% | |
| 10/18/2024 | Raymond James & Associates | 73,403 | $5.75M | 0.0% | +5.4% | 2.068% | |
| 10/17/2024 | Kozak & Associates Inc. | 674,967 | $54.32M | 12.9% | +1.4% | 19.013% | |
| 10/10/2024 | Shira Ridge Wealth Management | 21,992 | $1.72M | 0.9% | +15.9% | 0.619% | |
| 9/5/2024 | Sanctuary Advisors LLC | 3,842 | $289K | 0.0% | N/A | 0.108% | |
| 8/21/2024 | Truist Financial Corp | 69,119 | $5.20M | 0.0% | -4.6% | 1.947% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 3,503 | $263K | 0.0% | N/A | 0.099% | |
| 8/9/2024 | Financial Perspectives Inc | 10,386 | $781K | 0.3% | +2.6% | 0.293% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,691 | $729K | 0.0% | +3.6% | 0.273% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,474 | $1.54M | 0.0% | -63.4% | 0.577% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 13,862 | $1.04M | 0.0% | -12.8% | 0.390% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 12,159 | $909K | 0.0% | +27.0% | 0.343% | |
| 7/19/2024 | Raymond James & Associates | 69,635 | $5.24M | 0.0% | +23.0% | 1.962% | |
| 7/15/2024 | Patriot Investment Management Group Inc. | 11,186 | $841K | 0.1% | +3.9% | 0.315% | |
| 7/12/2024 | Shira Ridge Wealth Management | 18,969 | $1.43M | 0.8% | +5.8% | 0.534% | |
| 7/5/2024 | Kozak & Associates Inc. | 665,660 | $51.14M | 12.6% | +2.9% | 18.751% | |
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| 5/17/2024 | Kozak & Associates Inc. | 646,599 | $45.81M | 12.3% | +4.4% | 18.214% | |
| 5/8/2024 | Advisors Preferred LLC | 1,581 | $112K | 0.0% | -69.2% | 0.046% | |
| 5/7/2024 | Montag A & Associates Inc. | 2,877 | $204K | 0.0% | N/A | 0.083% | |
| 5/2/2024 | Haverford Trust Co | 3,115 | $221K | 0.0% | N/A | 0.090% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 6,155 | $436K | 0.1% | -5.0% | 0.178% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 134,728 | $9.54M | 0.0% | N/A | 3.905% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 9,355 | $662K | 0.0% | +24.1% | 0.271% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 975 | $69K | 0.0% | N/A | 0.028% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,006 | $3.97M | 0.0% | -16.5% | 1.623% | |
| 4/19/2024 | Financial Perspectives Inc | 10,126 | $717K | 0.3% | +10.0% | 0.368% | |
