| 4/30/2025 | Moloney Securities Asset Management LLC | 21,412 | $469K | 0.1% | +29.4% | 0.271% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 492,868 | $10.79M | 0.0% | -0.6% | 6.239% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 22,312 | $488K | 0.5% | +4.3% | 0.282% | |
| 4/21/2025 | United Advisor Group LLC | 17,459 | $382K | 0.1% | -21.4% | 0.216% | |
| 4/21/2025 | HCR Wealth Advisors | 13,000 | $285K | 0.0% | -27.8% | 0.160% | |
| 4/17/2025 | Vicus Capital | 108,129 | $2.37M | 0.2% | -5.2% | 1.319% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 62,683 | $1.39M | 0.0% | +8.1% | 0.804% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 591,228 | $13.15M | 0.4% | -5.3% | 7.580% | |
| 2/24/2025 | United Advisor Group LLC | 22,203 | $494K | 0.1% | N/A | 0.285% | |
| 2/17/2025 | Cetera Investment Advisers | 23,869 | $531K | 0.0% | -9.2% | 0.306% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 210,502 | $4.68M | 0.0% | +13.2% | 2.699% | |
| 2/14/2025 | Jane Street Group LLC | 55,273 | $1.23M | 0.0% | N/A | 0.709% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 136,664 | $3.04M | 0.0% | +9.2% | 1.752% | |
| 2/14/2025 | GeoWealth Management LLC | 282,348 | $6.28M | 0.2% | N/A | 3.620% | |
| 2/13/2025 | Raymond James Financial Inc. | 66,641 | $1.48M | 0.0% | N/A | 0.854% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 495,922 | $11.03M | 0.0% | -12.9% | 6.358% | |
| 2/11/2025 | LPL Financial LLC | 733,434 | $16.31M | 0.0% | +23.6% | 9.403% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 83,799 | $1.86M | 0.0% | +18.4% | 1.074% | |
| 2/7/2025 | Elevation Capital Advisory LLC | 282,348 | $6.28M | 2.7% | N/A | 3.620% | |
| 2/6/2025 | Raymond James Financial Inc. | 66,641 | $1.48M | 0.0% | N/A | 0.854% | |
| 2/5/2025 | Private Trust Co. NA | 6,012 | $134K | 0.0% | N/A | 0.077% | |
| 2/5/2025 | Verus Capital Partners LLC | 30,302 | $674K | 0.1% | -9.7% | 0.388% | |
| 2/3/2025 | Private Advisor Group LLC | 20,768 | $462K | 0.0% | -37.3% | 0.266% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 14,800 | $329K | 0.1% | N/A | 0.190% | |
| 1/30/2025 | Vicus Capital | 114,049 | $2.54M | 0.2% | N/A | 1.462% | |
| 1/29/2025 | Avestar Capital LLC | 60,552 | $1.35M | 0.1% | -10.5% | 0.776% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 16,545 | $368K | 0.0% | +13.0% | 0.212% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 21,388 | $476K | 0.5% | N/A | 0.281% | |
| 1/24/2025 | McAdam LLC | 59,081 | $1.31M | 0.1% | -8.2% | 0.777% | |
| 1/17/2025 | Advisory Alpha LLC | 42,681 | $949K | 0.0% | +4.5% | 0.577% | |
| 1/15/2025 | Empirical Asset Management LLC | 32,240 | $717K | 0.0% | +7.4% | 0.436% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 624,359 | $13.82M | 0.4% | -17.2% | 9.319% | |
| 11/15/2024 | MML Investors Services LLC | 30,447 | $674K | 0.0% | -9.2% | 0.454% | |
| 11/15/2024 | Stifel Financial Corp | 20,315 | $450K | 0.0% | -5.3% | 0.303% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 125,157 | $2.77M | 0.0% | +5.6% | 1.868% | |
| 11/13/2024 | Avestar Capital LLC | 67,684 | $1.50M | 0.2% | -11.4% | 1.010% | |
| 11/8/2024 | Prospera Financial Services Inc | 14,645 | $324K | 0.0% | N/A | 0.219% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 9,527 | $211K | 0.0% | -4.9% | 0.142% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 14,637 | $324K | 0.0% | +7.8% | 0.218% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 57,980 | $1.28M | 0.0% | +340.7% | 0.865% | |
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| 10/22/2024 | McAdam LLC | 64,374 | $1.43M | 0.1% | -15.1% | 0.961% | |
| 10/22/2024 | Private Advisor Group LLC | 33,116 | $733K | 0.0% | -5.6% | 0.494% | |
| 10/11/2024 | Empirical Asset Management LLC | 30,022 | $665K | 0.1% | -39.1% | 0.448% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 26,341 | $583K | 0.3% | N/A | 0.393% | |
| 8/21/2024 | Advisory Alpha LLC | 45,540 | $996K | 0.0% | -7.5% | 0.584% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 754,298 | $16.49M | 0.4% | -35.6% | 9.670% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 645,265 | $14.11M | 0.0% | -1.7% | 8.273% | |
| 8/6/2024 | Howard Capital Management Inc. | 29,055 | $635K | 0.1% | +13.5% | 0.373% | |
| 8/5/2024 | Private Advisor Group LLC | 35,097 | $767K | 0.0% | -8.3% | 0.450% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 57,268 | $1.25M | 0.0% | +12.8% | 0.734% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 13,582 | $297K | 0.0% | +15.4% | 0.174% | |
| 7/24/2024 | McAdam LLC | 75,828 | $1.66M | 0.1% | -2.1% | 0.972% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,155 | $288K | 0.0% | N/A | 0.169% | |
| 5/24/2024 | Cetera Advisors LLC | 27,844 | $613K | 0.0% | -17.3% | 0.362% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 1,170,554 | $24.72M | 0.6% | +62.1% | 15.202% | |
| 5/15/2024 | Kestra Advisory Services LLC | 687,065 | $15.14M | 0.1% | +590.0% | 8.923% | |
| 5/7/2024 | Verus Capital Partners LLC | 33,238 | $732K | 0.1% | -2.4% | 0.432% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 14,288 | $315K | 0.0% | +44.6% | 0.186% | |
| 5/6/2024 | Advisory Alpha LLC | 49,248 | $1.09M | 0.0% | +2.8% | 0.640% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 11,772 | $259K | 0.0% | +14.8% | 0.155% | |
| 5/1/2024 | Retirement Group LLC | 4,975 | $110K | 0.0% | +696.0% | 0.065% | |
| 4/30/2024 | Private Advisor Group LLC | 38,259 | $843K | 0.0% | -59.2% | 0.503% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 50,791 | $1.12M | 0.0% | +15.1% | 0.668% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 11,104 | $245K | 0.1% | N/A | 0.144% | |
| 4/23/2024 | McAdam LLC | 77,431 | $1.71M | 0.1% | -2.7% | 1.006% | |
| 4/23/2024 | Strategic Blueprint LLC | 9,744 | $215K | 0.0% | N/A | 0.127% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 722,062 | $15.61M | 0.4% | -38.3% | 10.029% | |
| 2/14/2024 | Vista Investment Management | 32,431 | $701K | 0.3% | -25.6% | 0.450% | |
| 2/12/2024 | Avestar Capital LLC | 29,796 | $644K | 0.1% | +24.0% | 0.414% | |
| 2/9/2024 | UBS Group AG | 1,138,426 | $24.61M | 0.0% | +1.1% | 15.811% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 10,722 | $232K | 0.0% | N/A | 0.149% | |
| 2/6/2024 | Private Advisor Group LLC | 93,764 | $2.03M | 0.0% | -26.3% | 1.302% | |
| 2/5/2024 | McAdam LLC | 79,614 | $1.72M | 0.1% | -5.5% | 1.106% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 9,754 | $211K | 0.0% | N/A | 0.135% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 11,436 | $247K | 0.0% | +26.5% | 0.159% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 31,487 | $681K | 0.0% | -3.1% | 0.437% | |
| 1/23/2024 | Advisory Alpha LLC | 47,897 | $1.04M | 0.0% | -4.0% | 0.665% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 40,338 | $872K | 0.0% | -8.3% | 0.568% | |
| 1/12/2024 | Melone Private Wealth LLC | 9,562 | $207K | 0.1% | N/A | 0.135% | |
| 1/12/2024 | Empirical Asset Management LLC | 57,560 | $1.24M | 1.0% | -4.1% | 0.811% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 1,170,554 | $24.72M | 0.7% | +59.5% | 16.487% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 65,555 | $1.39M | 0.0% | +8.8% | 0.923% | |
| 11/13/2023 | Vista Investment Management | 43,574 | $920K | 0.4% | -10.4% | 0.614% | |
| 11/13/2023 | LPL Financial LLC | 248,215 | $5.24M | 0.0% | +4.8% | 3.496% | |
| 11/13/2023 | Robertson Stephens Wealth Management LLC | 45,773 | $967K | 0.1% | -1.4% | 0.645% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 695,030 | $14.68M | 0.0% | +7.7% | 9.789% | |
| 11/13/2023 | Kestra Advisory Services LLC | 69,426 | $1.47M | 0.0% | -16.5% | 0.978% | |
| 11/9/2023 | UBS Group AG | 1,126,459 | $23.79M | 0.0% | +1.5% | 15.866% | |
| 11/3/2023 | Private Advisor Group LLC | 127,301 | $2.69M | 0.0% | +1.3% | 1.793% | |
| 11/3/2023 | KCS Wealth Advisory | 52,038 | $1.10M | 0.5% | -11.8% | 0.733% | |
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| 11/1/2023 | Verus Capital Partners LLC | 33,566 | $709K | 0.1% | -1.7% | 0.473% | |
| 10/31/2023 | McAdam LLC | 84,262 | $1.78M | 0.1% | -2.7% | 1.187% | |
| 10/30/2023 | Sandy Spring Bank | 2,445 | $52K | 0.0% | N/A | 0.034% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 43,984 | $929K | 0.0% | +3.5% | 0.603% | |
| 10/24/2023 | Raymond James & Associates | 17,424 | $368K | 0.0% | -3.4% | 0.239% | |
| 10/20/2023 | Avestar Capital LLC | 24,025 | $507K | 0.1% | -23.8% | 0.329% | |
| 10/10/2023 | Aprio Wealth Management LLC | 12,500 | $264K | 0.1% | -27.7% | 0.176% | |
| 8/15/2023 | Vista Investment Management | 48,643 | $1.02M | 0.5% | -36.9% | 0.705% | |
| 8/15/2023 | Invenio Wealth Partners LLC | 10,665 | $224K | 0.3% | N/A | 0.155% | |
| 8/11/2023 | Robertson Stephens Wealth Management LLC | 46,402 | $975K | 0.1% | +5.7% | 0.672% | |
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