| 5/16/2025 | Coppell Advisory Solutions LLC | 49,803 | $1.03M | 0.1% | N/A | 0.220% | |
| 5/15/2025 | OLD Mission Capital LLC | 60,370 | $1.25M | 0.0% | N/A | 0.267% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 642,965 | $13.34M | 1.9% | +1.4% | 2.839% | |
| 5/14/2025 | Comerica Bank | 6,754 | $140K | 0.0% | +37.0% | 0.030% | |
| 5/14/2025 | Kestra Advisory Services LLC | 422,240 | $8.76M | 0.0% | +33.3% | 1.864% | |
| 5/13/2025 | HighTower Advisors LLC | 195,371 | $4.05M | 0.0% | +7.5% | 0.863% | |
| 5/13/2025 | Core Wealth Partners LLC | 35,982 | $747K | 0.4% | +53.2% | 0.159% | |
| 5/12/2025 | Benjamin Edwards Inc. | 133,413 | $2.77M | 0.0% | +41.2% | 0.589% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 65,305 | $1.36M | 0.0% | -3.4% | 0.288% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 98,327 | $2.04M | 0.8% | +15.3% | 0.434% | |
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| 5/7/2025 | Foundations Investment Advisors LLC | 13,061 | $271K | 0.0% | -39.1% | 0.058% | |
| 5/7/2025 | LPL Financial LLC | 3,455,029 | $71.69M | 0.0% | +16.6% | 15.254% | |
| 5/6/2025 | Assetmark Inc. | 162,932 | $3.38M | 0.0% | -3.1% | 0.719% | |
| 5/6/2025 | Cetera Investment Advisers | 1,391,596 | $28.88M | 0.1% | +11.0% | 6.144% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 214,611 | $4.45M | 0.0% | +1.1% | 0.948% | |
| 5/6/2025 | AE Wealth Management LLC | 92,191 | $1.91M | 0.0% | +33.0% | 0.407% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 17,748 | $368K | 0.2% | N/A | 0.078% | |
| 5/6/2025 | PFG Advisors | 34,684 | $720K | 0.0% | -19.7% | 0.153% | |
| 5/5/2025 | Northeast Planning Associates INC. NH | 298,784 | $6.20M | 5.1% | N/A | 1.319% | |
| 5/5/2025 | IFP Advisors Inc | 95,544 | $1.98M | 0.1% | +16.3% | 0.422% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 58,828 | $1.22M | 0.0% | -2.0% | 0.260% | |
| 5/5/2025 | Fountainhead AM LLC | 12,868 | $267K | 0.0% | N/A | 0.057% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 39,711 | $824K | 0.2% | +27.6% | 0.175% | |
| 5/5/2025 | Csenge Advisory Group | 205,114 | $4.21M | 0.2% | +1.5% | 0.906% | |
| 5/5/2025 | Private Advisor Group LLC | 26,811 | $556K | 0.0% | +13.0% | 0.118% | |
| 5/5/2025 | Creekmur Asset Management LLC | 448,956 | $9.32M | 2.0% | +0.1% | 1.982% | |
| 5/2/2025 | Independent Wealth Network Inc. | 11,858 | $246K | 0.1% | +11.4% | 0.052% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 65,223 | $1.35M | 0.0% | -15.4% | 0.288% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,891 | $350K | 0.0% | +3.7% | 0.075% | |
| 5/2/2025 | Sigma Planning Corp | 49,272 | $1.02M | 0.0% | -19.8% | 0.218% | |
| 5/1/2025 | Stephens Inc. AR | 452,346 | $9.39M | 0.1% | +54.9% | 1.997% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 300,973 | $6.25M | 0.4% | +16.6% | 1.329% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 2,909 | $60K | 0.0% | +29.5% | 0.013% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,386,967 | $28.78M | 0.0% | +1.5% | 6.123% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 10,403 | $216K | 0.0% | N/A | 0.046% | |
| 4/29/2025 | Bank of New York Mellon Corp | 168,885 | $3.50M | 0.0% | -8.9% | 0.746% | |
| 4/28/2025 | D.A. Davidson & CO. | 10,575 | $219K | 0.0% | N/A | 0.047% | |
| 4/28/2025 | Mutual Advisors LLC | 78,646 | $1.62M | 0.0% | +31.0% | 0.347% | |
| 4/28/2025 | Rossby Financial LCC | 4,561 | $94K | 0.0% | N/A | 0.020% | |
| 4/23/2025 | Perigon Wealth Management LLC | 27,552 | $572K | 0.0% | +35.4% | 0.122% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 412,553 | $8.56M | 0.0% | +2.1% | 1.821% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 128,139 | $2.66M | 0.0% | +15.0% | 0.604% | |
| 4/17/2025 | Keystone Wealth Services LLC | 21,000 | $436K | 0.1% | +34.6% | 0.099% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 51,020 | $1.04M | 0.5% | +1.6% | 0.241% | |
| 4/14/2025 | Park Avenue Securities LLC | 53,971 | $1.12M | 0.0% | +4.1% | 0.255% | |
| 4/10/2025 | Iams Wealth Management LLC | 67,770 | $1.41M | 0.6% | -2.9% | 0.320% | |
| 4/9/2025 | RFG Advisory LLC | 17,918 | $372K | 0.0% | -3.8% | 0.085% | |
| 4/9/2025 | HBW Advisory Services LLC | 9,807 | $203K | 0.0% | -10.4% | 0.046% | |
| 4/8/2025 | Private Client Services LLC | 13,842 | $287K | 0.1% | +7.3% | 0.065% | |
| 2/25/2025 | Armis Advisers LLC | 11,026 | $225K | 0.0% | N/A | 0.142% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 137,263 | $2.81M | 0.1% | +8.9% | 1.771% | |
| 2/24/2025 | Ameriflex Group Inc. | 10,933 | $224K | 0.1% | N/A | 0.141% | |
| 2/17/2025 | Visionary Wealth Advisors | 90,478 | $1.85M | 0.1% | -24.0% | 1.167% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 57,898 | $1.18M | 0.0% | +4.3% | 0.747% | |
| 2/17/2025 | Cetera Investment Advisers | 1,254,090 | $25.65M | 0.1% | N/A | 16.182% | |
| 2/17/2025 | Benjamin Edwards Inc. | 94,488 | $1.93M | 0.0% | +45.1% | 1.219% | |
| 2/14/2025 | Jane Street Group LLC | 227,589 | $4.65M | 0.0% | N/A | 2.937% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 258,028 | $5.28M | 0.3% | +45.6% | 3.329% | |
| 2/14/2025 | Comerica Bank | 4,931 | $101K | 0.0% | -58.3% | 0.064% | |
| 2/14/2025 | Owen LaRue LLC | 265,071 | $5.42M | 2.8% | +1.3% | 3.420% | |
| 2/14/2025 | Capital Analysts LLC | 13,034 | $267K | 0.0% | +6.9% | 0.168% | |
| 2/14/2025 | Harvest Investment Services LLC | 122,479 | $2.51M | 0.6% | -7.2% | 1.580% | |
| 2/14/2025 | MML Investors Services LLC | 150,912 | $3.09M | 0.0% | +362.6% | 1.947% | |
| 2/14/2025 | First Trust Advisors LP | 164,833 | $3.37M | 0.0% | -59.2% | 2.127% | |
| 2/14/2025 | GeoWealth Management LLC | 14,558 | $298K | 0.0% | -64.8% | 0.188% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 20,654 | $423K | 0.0% | +5.8% | 0.267% | |
| 2/13/2025 | NewEdge Advisors LLC | 57,895 | $1.18M | 0.0% | +240.7% | 0.747% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 24,670 | $504K | 0.2% | N/A | 0.318% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,366,659 | $27.95M | 0.0% | +16.7% | 17.634% | |
| 2/12/2025 | Creekmur Asset Management LLC | 448,316 | $9.17M | 2.1% | +8.9% | 5.785% | |
| 2/12/2025 | StoneX Group Inc. | 12,887 | $264K | 0.0% | +8.4% | 0.166% | |
| 2/12/2025 | FSB Premier Wealth Management Inc. | 85,277 | $1.74M | 0.7% | +11.4% | 1.100% | |
| 2/12/2025 | Bullseye Investment Management LLC | 176,644 | $3.62M | 2.4% | N/A | 2.279% | |
| 2/12/2025 | Tucker Asset Management LLC | 5,513 | $113K | 0.0% | +60.7% | 0.071% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 130,090 | $2.66M | 0.0% | +3.1% | 1.679% | |
| 2/12/2025 | JPMorgan Chase & Co. | 149,280 | $3.05M | 0.0% | N/A | 1.926% | |
| 2/12/2025 | Core Wealth Partners LLC | 23,487 | $480K | 0.3% | +12.1% | 0.303% | |
| 2/11/2025 | Sequent Planning LLC | 166,463 | $3.40M | 1.2% | +1.6% | 2.148% | |
| 2/11/2025 | LPL Financial LLC | 2,964,299 | $60.62M | 0.0% | +54.7% | 38.249% | |
| 2/11/2025 | TAP Consulting LLC | 25,256 | $516K | 0.1% | N/A | 0.326% | |
| 2/10/2025 | Harbour Investments Inc. | 9,948 | $203K | 0.0% | -34.5% | 0.128% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 112,911 | $2.31M | 0.0% | -19.6% | 1.457% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 332,891 | $6.81M | 0.0% | +1.7% | 4.295% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 212,178 | $4.34M | 0.0% | +39.8% | 2.738% | |
| 2/7/2025 | PFG Advisors | 43,168 | $883K | 0.1% | +298.5% | 0.557% | |
| 2/7/2025 | HighTower Advisors LLC | 181,751 | $3.72M | 0.0% | -4.0% | 2.345% | |
| 2/7/2025 | Independent Advisor Alliance | 67,449 | $1.38M | 0.0% | N/A | 0.870% | |
| 2/6/2025 | Atria Investments Inc | 43,904 | $898K | 0.0% | -4.6% | 0.567% | |
| 2/6/2025 | Assetmark Inc. | 168,191 | $3.44M | 0.0% | -3.8% | 2.170% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 50,208 | $1.03M | 0.4% | +299.0% | 0.648% | |
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| 2/4/2025 | Bank of New York Mellon Corp | 185,355 | $3.79M | 0.0% | -14.7% | 2.392% | |
| 2/4/2025 | IFP Advisors Inc | 82,165 | $1.68M | 0.1% | +3.9% | 1.060% | |
| 2/3/2025 | Sigma Planning Corp | 61,462 | $1.26M | 0.0% | +42.8% | 0.793% | |
| 2/3/2025 | Winebrenner Capital Management LLC | 60,422 | $1.24M | 1.0% | N/A | 0.780% | |
| 2/3/2025 | Private Advisor Group LLC | 23,735 | $485K | 0.0% | +32.0% | 0.306% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,452 | $30K | 0.0% | -31.5% | 0.019% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 67,597 | $1.38M | 0.0% | -27.6% | 0.872% | |
| 1/31/2025 | Truist Financial Corp | 120,080 | $2.46M | 0.0% | -47.5% | 1.549% | |
| 1/31/2025 | Sanctuary Advisors LLC | 68,552 | $1.41M | 0.0% | +1.9% | 0.885% | |
| 1/30/2025 | Csenge Advisory Group | 202,085 | $4.13M | 0.2% | +21.4% | 2.608% | |
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