| 5/20/2025 | Flaharty Asset Management LLC | 472,349 | $21.62M | 3.1% | -40.9% | 3.162% | |
| 5/16/2025 | Jones Financial Companies Lllp | 5,272 | $241K | 0.0% | -92.3% | 0.035% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,710 | $353K | 0.0% | -14.6% | 0.052% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,154 | $236K | 0.0% | -73.5% | 0.034% | |
| 5/15/2025 | Royal Bank of Canada | 123,167 | $5.64M | 0.0% | -1.6% | 0.824% | |
| 5/15/2025 | MAI Capital Management | 38,615 | $1.77M | 0.0% | -0.6% | 0.258% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 8,025 | $367K | 0.0% | N/A | 0.054% | |
| 5/15/2025 | Baird Financial Group Inc. | 87,196 | $3.99M | 0.0% | +9.9% | 0.584% | |
| 5/14/2025 | Truvestments Capital LLC | 16,736 | $766K | 0.2% | N/A | 0.112% | |
| 5/14/2025 | CreativeOne Wealth LLC | 63,466 | $2.91M | 0.1% | +8.4% | 0.425% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,838 | $405K | 0.0% | +13.1% | 0.059% | |
| 5/14/2025 | CW Advisors LLC | 8,588 | $393K | 0.0% | N/A | 0.057% | |
| 5/13/2025 | Raymond James Financial Inc. | 842,683 | $38.58M | 0.0% | +1.2% | 5.640% | |
| 5/13/2025 | NFP Retirement Inc. | 115,308 | $5.28M | 0.4% | +3.6% | 0.772% | |
| 5/13/2025 | HighTower Advisors LLC | 36,562 | $1.67M | 0.0% | -1.3% | 0.245% | |
| 5/12/2025 | Townsquare Capital LLC | 7,606 | $348K | 0.0% | +15.2% | 0.051% | |
| 5/12/2025 | WBH Advisory Inc. | 11,220 | $514K | 0.0% | -3.9% | 0.075% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 119,460 | $5.47M | 0.1% | +0.3% | 0.800% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 235,612 | $10.79M | 0.1% | +1.3% | 1.577% | |
| 5/7/2025 | LPL Financial LLC | 1,664,500 | $76.20M | 0.0% | +4.3% | 11.141% | |
| 5/6/2025 | Cetera Investment Advisers | 77,654 | $3.56M | 0.0% | +1.4% | 0.520% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 38,631 | $1.77M | 0.0% | +2.9% | 0.259% | |
| 5/6/2025 | Dorsey Wright & Associates | 48,361 | $2.21M | 0.6% | -2.4% | 0.324% | |
| 5/6/2025 | Choreo LLC | 105,521 | $4.83M | 0.1% | -1.4% | 0.706% | |
| 5/5/2025 | Genesis Wealth Advisors LLC | 4,920 | $225K | 0.2% | -16.1% | 0.033% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 34,145 | $1.56M | 0.0% | +9.8% | 0.229% | |
| 5/5/2025 | Private Advisor Group LLC | 30,396 | $1.39M | 0.0% | +3.4% | 0.203% | |
| 5/1/2025 | SteelPeak Wealth LLC | 152,414 | $6.98M | 0.3% | +167.6% | 1.020% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 21,911 | $1.00M | 0.0% | -74.6% | 0.147% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 62,264 | $2.85M | 0.0% | -45.7% | 0.417% | |
| 4/29/2025 | Bank of New York Mellon Corp | 23,411 | $1.07M | 0.0% | +69.7% | 0.157% | |
| 4/28/2025 | Revisor Wealth Management LLC | 4,664 | $214K | 0.1% | N/A | 0.031% | |
| 4/28/2025 | Private Trust Co. NA | 6,442 | $295K | 0.0% | -6.2% | 0.043% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,861 | $85K | 0.0% | -13.5% | 0.012% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,722 | $170K | 0.0% | +73.0% | 0.025% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 17,218 | $788K | 0.0% | -5.3% | 0.115% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 51,892 | $2.38M | 0.0% | +12.8% | 0.345% | |
| 4/22/2025 | Arrow Investment Advisors LLC | 76,005 | $3.48M | 3.7% | -7.8% | 0.506% | |
| 4/17/2025 | Brown Miller Wealth Management LLC | 8,165 | $374K | 0.1% | N/A | 0.054% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 109,931 | $5.03M | 0.7% | -7.8% | 0.732% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,646 | $396K | 0.0% | -18.4% | 0.058% | |
| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 55,214 | $2.53M | 1.0% | -2.0% | 0.368% | |
| 4/15/2025 | Focus Financial Network Inc. | 112,919 | $5.17M | 0.2% | +0.3% | 0.752% | |
| 4/15/2025 | Sanibel Captiva Trust Company Inc. | 12,558 | $575K | 0.0% | -4.9% | 0.084% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 23,130 | $1.06M | 0.0% | -2.7% | 0.154% | |
| 4/9/2025 | Merit Financial Group LLC | 14,939 | $684K | 0.0% | N/A | 0.099% | |
| 3/21/2025 | Nestegg Advisors Inc. | 50,907 | $2.42M | 2.4% | N/A | 0.333% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,600 | $486K | 0.0% | +13.9% | 0.069% | |
| 2/17/2025 | Waverly Advisors LLC | 50,756 | $2.33M | 0.0% | -9.5% | 0.332% | |
| 2/17/2025 | EP Wealth Advisors LLC | 9,071 | $416K | 0.0% | -13.7% | 0.059% | |
| 2/17/2025 | Baird Financial Group Inc. | 79,366 | $3.64M | 0.0% | +5.5% | 0.519% | |
| 2/17/2025 | Bank of America Corp DE | 269,886 | $12.38M | 0.0% | -0.6% | 1.765% | |
| 2/17/2025 | Ameriprise Financial Inc. | 27,196 | $1.25M | 0.0% | N/A | 0.178% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,705 | $307K | 0.0% | -15.8% | 0.044% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 19,434 | $891K | 0.0% | -2.6% | 0.127% | |
| 2/14/2025 | IHT Wealth Management LLC | 6,222 | $285K | 0.0% | N/A | 0.041% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 62,060 | $2.85M | 0.0% | +3.6% | 0.406% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 4,657 | $214K | 0.0% | +298.7% | 0.030% | |
| 2/14/2025 | MML Investors Services LLC | 63,008 | $2.89M | 0.0% | +7.3% | 0.412% | |
| 2/13/2025 | NewEdge Advisors LLC | 9,030 | $414K | 0.0% | +3.4% | 0.059% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 11,622 | $533K | 0.1% | -3.3% | 0.076% | |
| 2/13/2025 | CreativeOne Wealth LLC | 58,549 | $2.69M | 0.1% | -1.5% | 0.383% | |
| 2/13/2025 | Mariner LLC | 67,547 | $3.10M | 0.0% | +7.1% | 0.442% | |
| 2/13/2025 | Townsquare Capital LLC | 6,601 | $303K | 0.0% | N/A | 0.043% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 107,217 | $4.92M | 0.0% | -0.5% | 0.701% | |
| 2/13/2025 | NFP Retirement Inc. | 111,322 | $5.11M | 0.4% | -0.7% | 0.728% | |
| 2/13/2025 | Raymond James Financial Inc. | 832,843 | $38.19M | 0.0% | N/A | 5.447% | |
| 2/13/2025 | Advisory Services Network LLC | 11,061 | $507K | 0.0% | -9.6% | 0.072% | |
| 2/13/2025 | Bank of Montreal Can | 18,872 | $865K | 0.0% | +3.3% | 0.123% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 114,645 | $5.26M | 0.0% | +4.7% | 0.750% | |
| 2/13/2025 | Wells Fargo & Company MN | 391,719 | $17.96M | 0.0% | +2.6% | 2.562% | |
| 2/12/2025 | Everstar Asset Management LLC | 42,021 | $1.93M | 1.4% | +1.4% | 0.275% | |
| 2/12/2025 | Dorsey Wright & Associates | 49,531 | $2.27M | 0.5% | -1.0% | 0.324% | |
| 2/12/2025 | JPMorgan Chase & Co. | 35,708 | $1.64M | 0.0% | -3.0% | 0.234% | |
| 2/11/2025 | LPL Financial LLC | 1,596,507 | $73.22M | 0.0% | -21.6% | 10.442% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 8,143 | $373K | 0.0% | N/A | 0.053% | |
| 2/10/2025 | Hilton Capital Management LLC | 17,125 | $785K | 0.1% | N/A | 0.112% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 94,206 | $4.32M | 0.0% | +4.6% | 0.616% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 37,538 | $1.72M | 0.0% | +3.6% | 0.246% | |
| 2/7/2025 | HighTower Advisors LLC | 37,054 | $1.70M | 0.0% | -1.6% | 0.242% | |
| 2/7/2025 | Citizens Financial Group Inc. RI | 119,075 | $5.46M | 0.1% | +0.3% | 0.779% | |
| 2/7/2025 | Independent Advisor Alliance | 4,816 | $221K | 0.0% | N/A | 0.031% | |
| 2/6/2025 | Raymond James Financial Inc. | 832,843 | $38.19M | 0.0% | N/A | 5.447% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 43,118 | $1.98M | 0.0% | +1.8% | 0.282% | |
| 2/6/2025 | Jones Financial Companies Lllp | 68,178 | $3.13M | 0.0% | +155.7% | 0.446% | |
| 2/6/2025 | Modera Wealth Management LLC | 4,495 | $206K | 0.0% | N/A | 0.029% | |
| 2/5/2025 | Flaharty Asset Management LLC | 798,646 | $36.63M | 5.3% | -2.6% | 5.223% | |
| 2/4/2025 | Bank of New York Mellon Corp | 13,797 | $633K | 0.0% | -1.5% | 0.090% | |
| 2/4/2025 | Genesis Wealth Advisors LLC | 5,864 | $269K | 0.2% | N/A | 0.038% | |
| 2/3/2025 | PMG Wealth Management Inc. | 6,685 | $307K | 0.3% | N/A | 0.044% | |
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| 2/3/2025 | Capital Advisory Group Advisory Services LLC | 56,346 | $2.58M | 0.9% | +7.0% | 0.369% | |
| 2/3/2025 | Private Advisor Group LLC | 29,393 | $1.35M | 0.0% | -8.3% | 0.192% | |
| 2/3/2025 | Good Life Advisors LLC | 6,139 | $282K | 0.0% | -48.4% | 0.040% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 232,598 | $10.67M | 0.1% | +3.9% | 1.521% | |
| 1/31/2025 | WBH Advisory Inc. | 11,673 | $535K | 0.0% | -4.9% | 0.076% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 31,090 | $1.43M | 0.1% | -3.2% | 0.203% | |
| 1/30/2025 | Allworth Financial LP | 2,601 | $123K | 0.0% | -39.0% | 0.017% | |
| 1/29/2025 | Consolidated Planning Corp | 6,694 | $307K | 0.0% | N/A | 0.044% | |
| 1/29/2025 | Focus Financial Network Inc. | 112,528 | $5.16M | 0.2% | -3.8% | 0.738% | |
| 1/28/2025 | Golden State Wealth Management LLC | 2,151 | $99K | 0.0% | N/A | 0.014% | |
