| 5/20/2025 | Focus Partners Wealth | 7,652 | $235K | 0.0% | N/A | 0.011% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 75,930 | $2.33M | 0.0% | +27.8% | 0.105% | |
| 5/16/2025 | NewEdge Advisors LLC | 54,398 | $1.67M | 0.0% | +10,779.6% | 0.075% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 7,498 | $230K | 0.0% | +14.0% | 0.010% | |
| 5/15/2025 | Royal Bank of Canada | 147,474 | $4.53M | 0.0% | +113.0% | 0.204% | |
| 5/15/2025 | Clarity Asset Management Inc. | 15,014 | $462K | 0.3% | N/A | 0.021% | |
| 5/14/2025 | PKS Advisory Services LLC | 33,955 | $1.04M | 0.3% | N/A | 0.047% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,399 | $289K | 0.0% | +42.4% | 0.013% | |
| 5/14/2025 | Kestra Advisory Services LLC | 291,151 | $8.95M | 0.0% | -8.9% | 0.402% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 12,655 | $389K | 0.0% | +19.0% | 0.017% | |
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| 5/13/2025 | NFP Retirement Inc. | 19,558 | $601K | 0.0% | +10.3% | 0.027% | |
| 5/12/2025 | Everett Harris & Co. CA | 11,575 | $356K | 0.0% | -50.0% | 0.016% | |
| 5/12/2025 | WBH Advisory Inc. | 18,483 | $568K | 0.1% | -15.2% | 0.026% | |
| 5/9/2025 | Ball & Co Wealth Management Inc. | 26,159 | $804K | 0.9% | +4.8% | 0.036% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,406,520 | $43.24M | 0.1% | +21.3% | 1.943% | |
| 5/8/2025 | Harbour Investments Inc. | 15,578 | $479K | 0.0% | +12.0% | 0.022% | |
| 5/8/2025 | Independence Financial Advisors LLC | 30,177 | $928K | 0.4% | N/A | 0.042% | |
| 5/7/2025 | LPL Financial LLC | 441,984 | $13.59M | 0.0% | +30.0% | 0.611% | |
| 5/6/2025 | Cetera Investment Advisers | 15,420 | $474K | 0.0% | +134.2% | 0.021% | |
| 5/6/2025 | AE Wealth Management LLC | 5,324 | $164K | 0.0% | -9.8% | 0.007% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 109,994 | $3.38M | 0.1% | +16.2% | 0.152% | |
| 5/5/2025 | Private Advisor Group LLC | 81,589 | $2.51M | 0.0% | +15.3% | 0.113% | |
| 5/2/2025 | James Investment Research Inc. | 17,564 | $540K | 0.1% | +19.6% | 0.024% | |
| 5/2/2025 | Larson Financial Group LLC | 18,606 | $572K | 0.0% | -5.5% | 0.026% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 290,588 | $8.93M | 0.1% | +85.0% | 0.409% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 669,212 | $20.57M | 0.0% | +2,448.7% | 0.943% | |
| 4/28/2025 | North Capital Inc. | 8,694 | $267K | 0.3% | N/A | 0.012% | |
| 4/24/2025 | Sunbelt Securities Inc. | 46,442 | $1.43M | 0.1% | -3.0% | 0.065% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 100,874 | $3.10M | 0.0% | +15.4% | 0.142% | |
| 4/21/2025 | Cherry Tree Wealth Management LLC | 3,640 | $112K | 0.0% | N/A | 0.005% | |
| 4/21/2025 | Advisory Resource Group | 147,222 | $4.53M | 0.9% | -4.5% | 0.207% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,576 | $264K | 0.0% | -11.5% | 0.012% | |
| 4/16/2025 | Sowa Financial Group Inc. | 541,655 | $16.65M | 10.9% | +4.2% | 0.763% | |
| 4/14/2025 | Investment Advisory Group LLC | 37,879 | $1.16M | 0.4% | +2.5% | 0.053% | |
| 4/9/2025 | Roxbury Financial LLC | 9,531 | $303K | 0.3% | +6,254.0% | 0.013% | |
| 4/8/2025 | Parallel Advisors LLC | 1,150 | $35K | 0.0% | N/A | 0.002% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 856 | $26K | 0.0% | N/A | 0.001% | |
| 2/20/2025 | Ball & Co Wealth Management Inc. | 24,963 | $760K | 0.6% | N/A | 0.039% | |
| 2/18/2025 | Sunbelt Securities Inc. | 47,873 | $1.46M | 0.1% | -3.4% | 0.075% | |
| 2/17/2025 | EP Wealth Advisors LLC | 5,357 | $163K | 0.0% | -59.0% | 0.008% | |
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| 2/17/2025 | Cresset Asset Management LLC | 6,928 | $211K | 0.0% | -39.9% | 0.011% | |
| 2/17/2025 | Captrust Financial Advisors | 18,811 | $573K | 0.0% | -20.5% | 0.029% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 13,467 | $410K | 0.0% | +22.5% | 0.021% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 6,575 | $200K | 0.0% | N/A | 0.010% | |
| 2/13/2025 | NFP Retirement Inc. | 17,725 | $540K | 0.0% | +76.8% | 0.028% | |
| 2/13/2025 | Raymond James Financial Inc. | 60,181 | $1.83M | 0.0% | N/A | 0.094% | |
| 2/13/2025 | FMR LLC | 11,535,300 | $351.48M | 0.0% | +188.9% | 18.086% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 22,268 | $678K | 0.0% | -3.6% | 0.035% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 26,257 | $800K | 0.0% | -59.1% | 0.041% | |
| 2/13/2025 | Wells Fargo & Company MN | 8,044 | $245K | 0.0% | +353.7% | 0.013% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,307 | $558K | 0.0% | -45.9% | 0.029% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 9,202 | $282K | 0.0% | +41.6% | 0.014% | |
| 2/12/2025 | RWA Wealth Partners LLC | 20,019 | $610K | 0.0% | N/A | 0.031% | |
| 2/11/2025 | LPL Financial LLC | 339,924 | $10.36M | 0.0% | +32.2% | 0.533% | |
| 2/11/2025 | Bestgate Wealth Advisors LLC | 10,850 | $331K | 0.7% | N/A | 0.017% | |
| 2/10/2025 | Harbour Investments Inc. | 13,904 | $424K | 0.0% | +34.3% | 0.022% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,159,856 | $35.34M | 0.1% | +20.2% | 1.819% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,608 | $445K | 0.0% | N/A | 0.023% | |
| 2/10/2025 | Farther Finance Advisors LLC | 4,459 | $136K | 0.0% | +6,270.0% | 0.007% | |
| 2/7/2025 | Larson Financial Group LLC | 19,683 | $600K | 0.0% | -29.1% | 0.031% | |
| 2/6/2025 | Raymond James Financial Inc. | 60,181 | $1.83M | 0.0% | N/A | 0.094% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 7,229 | $220K | 0.0% | -4.9% | 0.011% | |
| 2/6/2025 | Mission Wealth Management LP | 7,218 | $220K | 0.0% | N/A | 0.011% | |
| 2/4/2025 | Processus Wealth & Capital Management LLC | 79,050 | $2.41M | 1.9% | +0.8% | 0.124% | |
| 2/4/2025 | Richardson Capital Management LLC | 3,844 | $117K | 0.1% | N/A | 0.006% | |
| 2/3/2025 | Private Advisor Group LLC | 70,765 | $2.16M | 0.0% | +376.3% | 0.111% | |
| 1/31/2025 | WBH Advisory Inc. | 21,797 | $664K | 0.1% | -49.0% | 0.034% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 94,631 | $2.88M | 0.1% | +6.9% | 0.148% | |
| 1/30/2025 | James Investment Research Inc. | 14,689 | $448K | 0.1% | +24.8% | 0.023% | |
| 1/30/2025 | Allworth Financial LP | 1,515 | $48K | 0.0% | +4,634.4% | 0.002% | |
| 1/29/2025 | Essex Financial Services Inc. | 47,491 | $1.45M | 0.1% | -1.3% | 0.074% | |
| 1/28/2025 | Advisory Resource Group | 154,154 | $4.70M | 1.0% | N/A | 0.242% | |
| 1/27/2025 | Vestia Personal Wealth Advisors | 36,279 | $1.11M | 0.8% | -2.7% | 0.057% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 157,100 | $4.79M | 0.1% | N/A | 0.246% | |
| 1/24/2025 | Everett Harris & Co. CA | 23,150 | $705K | 0.0% | N/A | 0.036% | |
| 1/22/2025 | Bensler LLC | 9,282 | $283K | 0.0% | -24.4% | 0.015% | |
| 1/21/2025 | GSB Wealth Management LLC | 7,372 | $225K | 0.1% | -15.6% | 0.012% | |
| 1/17/2025 | Westside Investment Management Inc. | 828 | $25K | 0.0% | N/A | 0.001% | |
| 1/17/2025 | Investment Advisory Group LLC | 36,968 | $1.13M | 0.4% | +37.0% | 0.058% | |
| 1/16/2025 | Sowa Financial Group Inc. | 520,067 | $15.85M | 9.9% | +39.1% | 0.815% | |
| 1/13/2025 | PSI Advisors LLC | 2,267 | $69K | 0.0% | N/A | 0.004% | |
| 11/26/2024 | Peapack Gladstone Financial Corp | 23,103 | $715K | 0.0% | +28.5% | 0.036% | |
| 11/18/2024 | Sunbelt Securities Inc. | 49,557 | $1.53M | 0.2% | +93.0% | 0.078% | |
| 11/15/2024 | MML Investors Services LLC | 9,440 | $292K | 0.0% | -3.8% | 0.015% | |
| 11/15/2024 | Northeast Financial Consultants Inc | 7,238 | $224K | 0.0% | N/A | 0.011% | |
| 11/15/2024 | EP Wealth Advisors LLC | 13,060 | $404K | 0.0% | -37.6% | 0.020% | |
| 11/15/2024 | Jane Street Group LLC | 13,069 | $405K | 0.0% | -48.9% | 0.020% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 10,587 | $328K | 0.0% | N/A | 0.017% | |
| 11/15/2024 | Mark Sheptoff Financial Planning LLC | 5,532 | $171K | 0.1% | -6.1% | 0.009% | |
| 11/13/2024 | FMR LLC | 3,993,236 | $123.63M | 0.0% | -0.2% | 6.261% | |
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| 11/12/2024 | Larson Financial Group LLC | 27,762 | $860K | 0.0% | -4.5% | 0.044% | |
| 11/5/2024 | Harbour Investments Inc. | 10,354 | $321K | 0.0% | +9.0% | 0.016% | |
| 11/1/2024 | Processus Wealth & Capital Management LLC | 78,401 | $2.43M | 2.0% | -3.1% | 0.123% | |
| 10/29/2024 | James Investment Research Inc. | 11,774 | $365K | 0.0% | N/A | 0.018% | |
| 10/28/2024 | US Bancorp DE | 2,000 | $62K | 0.0% | -70.9% | 0.003% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 88,517 | $2.74M | 0.1% | +2.2% | 0.139% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,438 | $292K | 0.0% | +6.2% | 0.015% | |
| 10/21/2024 | Marino Stram & Associates LLC | 6,717 | $208K | 0.0% | N/A | 0.011% | |
| 10/15/2024 | Investment Advisory Group LLC | 26,984 | $835K | 0.3% | +2.9% | 0.042% | |
| 10/10/2024 | Sowa Financial Group Inc. | 373,804 | $11.57M | 7.3% | N/A | 0.586% | |
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