| 5/19/2025 | Jane Street Group LLC | 165,027 | $6.46M | 0.0% | +113.0% | 0.451% | |
| 5/16/2025 | Faithward Advisors LLC | 10,721 | $420K | 0.1% | +21.2% | 0.029% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 41,957 | $1.64M | 0.0% | +104.6% | 0.115% | |
| 5/15/2025 | Royal Bank of Canada | 18,651 | $730K | 0.0% | +30.9% | 0.051% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 48,056 | $1.88M | 0.3% | N/A | 0.131% | |
| 5/14/2025 | PKS Advisory Services LLC | 7,373 | $289K | 0.1% | -60.7% | 0.020% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 19,152 | $750K | 0.5% | +4.5% | 0.052% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 325,129 | $12.73M | 0.0% | +40.7% | 0.888% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 71,412 | $2.80M | 0.3% | N/A | 0.195% | |
| 5/14/2025 | Kestra Advisory Services LLC | 308,299 | $12.07M | 0.1% | +30.4% | 0.842% | |
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| 5/13/2025 | Steward Partners Investment Advisory LLC | 205,322 | $8.04M | 0.1% | -6.6% | 0.561% | |
| 5/13/2025 | Raymond James Financial Inc. | 367,918 | $14.41M | 0.0% | +2.5% | 1.005% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 16,450 | $645K | 0.0% | N/A | 0.045% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,177 | $516K | 0.0% | +30.8% | 0.036% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,830,636 | $71.69M | 0.1% | +4.6% | 5.002% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 19,412 | $760K | 0.0% | +285.8% | 0.053% | |
| 5/7/2025 | LPL Financial LLC | 620,790 | $24.31M | 0.0% | +74.6% | 1.696% | |
| 5/6/2025 | Cetera Investment Advisers | 375,075 | $14.69M | 0.0% | +56.1% | 1.025% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 42,821 | $1.68M | 0.0% | -20.3% | 0.117% | |
| 5/6/2025 | BG Investment Services Inc. | 24,194 | $947K | 1.0% | +47.9% | 0.066% | |
| 5/6/2025 | AE Wealth Management LLC | 52,639 | $2.06M | 0.0% | +10.7% | 0.144% | |
| 5/6/2025 | Advocacy Wealth Management Services LLC | 719,447 | $28.17M | 1.9% | N/A | 1.966% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 53,868 | $2.11M | 0.0% | +84.6% | 0.147% | |
| 5/5/2025 | Private Advisor Group LLC | 18,669 | $731K | 0.0% | +210.3% | 0.051% | |
| 5/5/2025 | Diversify Advisory Services LLC | 11,152 | $429K | 0.0% | N/A | 0.030% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 6,237 | $244K | 0.0% | +216.9% | 0.017% | |
| 5/2/2025 | Parcion Private Wealth LLC | 349,831 | $13.70M | 1.1% | -28.8% | 0.956% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 117,890 | $4.62M | 2.2% | +1.1% | 0.322% | |
| 5/1/2025 | Fifth Third Securities Inc. | 19,112 | $748K | 0.1% | -32.1% | 0.052% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,147 | $437K | 0.0% | +12.1% | 0.030% | |
| 4/30/2025 | Stratos Investment Management LLC | 128,627 | $5.04M | 0.3% | -41.9% | 0.351% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 437,937 | $17.15M | 0.0% | +14.5% | 1.197% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 15,076 | $590K | 0.0% | +39.4% | 0.041% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 8,515 | $330K | 0.0% | +16.1% | 0.023% | |
| 4/28/2025 | Sterling Manor Financial LLC | 114,526 | $4.49M | 3.2% | -42.7% | 0.313% | |
| 4/25/2025 | Trademark Financial Management LLC | 49,705 | $1.95M | 1.5% | -7.3% | 0.176% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 44,586 | $1.75M | 1.2% | N/A | 0.158% | |
| 4/24/2025 | Sunbelt Securities Inc. | 1,254 | $49K | 0.0% | +8,857.1% | 0.004% | |
| 4/23/2025 | Riverbend Wealth Management LLC | 26,628 | $1.04M | 0.9% | +6.3% | 0.094% | |
| 4/23/2025 | Systelligence LLC | 395,443 | $15.49M | 3.7% | +0.3% | 1.402% | |
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| 4/23/2025 | AssuredPartners Investment Advisors LLC | 246,659 | $9.66M | 1.9% | +9.2% | 0.875% | |
| 4/22/2025 | Diversified Portfolios Inc. | 9,034 | $354K | 0.0% | -20.3% | 0.032% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 249,372 | $9.77M | 0.0% | +59.2% | 0.884% | |
| 4/21/2025 | Provident Wealth Management LLC | 161,042 | $6.31M | 2.2% | +4.7% | 0.571% | |
| 4/21/2025 | CLG LLC | 6,906 | $270K | 0.1% | N/A | 0.024% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 18,076 | $708K | 0.0% | +16.7% | 0.064% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,726 | $303K | 0.0% | N/A | 0.027% | |
| 4/14/2025 | Farther Finance Advisors LLC | 34,175 | $1.34M | 0.0% | +38.1% | 0.121% | |
| 4/10/2025 | Retirement Planning Group LLC | 3,478,053 | $136.20M | 6.4% | +34.7% | 12.334% | |
| 4/9/2025 | RFG Advisory LLC | 10,570 | $414K | 0.0% | N/A | 0.037% | |
| 4/9/2025 | Roxbury Financial LLC | 21,544 | $882K | 0.9% | +7.5% | 0.076% | |
| 4/9/2025 | Sweeney & Michel LLC | 10,800 | $423K | 0.2% | N/A | 0.038% | |
| 2/18/2025 | Retirement Planning Group LLC | 2,582,395 | $106.32M | 5.4% | +12.6% | 30.743% | |
| 2/17/2025 | Cetera Investment Advisers | 240,203 | $9.89M | 0.0% | +38.9% | 2.860% | |
| 2/17/2025 | Citadel Advisors LLC | 16,560 | $682K | 0.0% | N/A | 0.197% | |
| 2/17/2025 | Bank of America Corp DE | 405,159 | $16.68M | 0.0% | +200.5% | 4.823% | |
| 2/14/2025 | Jane Street Group LLC | 77,485 | $3.19M | 0.0% | N/A | 0.922% | |
| 2/14/2025 | MGO One Seven LLC | 5,833 | $240K | 0.0% | N/A | 0.069% | |
| 2/14/2025 | Stifel Financial Corp | 259,414 | $10.68M | 0.0% | +4,745.2% | 3.088% | |
| 2/13/2025 | Mariner LLC | 6,884 | $283K | 0.0% | +6.5% | 0.082% | |
| 2/13/2025 | Raymond James Financial Inc. | 359,010 | $14.78M | 0.0% | N/A | 4.274% | |
| 2/13/2025 | Faithward Advisors LLC | 8,847 | $364K | 0.1% | +81.0% | 0.105% | |
| 2/13/2025 | Bank of Montreal Can | 820 | $34K | 0.0% | +74.5% | 0.010% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 382,382 | $15.74M | 0.0% | +13.2% | 4.552% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 11,864 | $488K | 0.0% | N/A | 0.141% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 225,841 | $9.30M | 1.8% | N/A | 2.689% | |
| 2/12/2025 | JPMorgan Chase & Co. | 8,454 | $348K | 0.0% | +21.7% | 0.101% | |
| 2/12/2025 | BG Investment Services Inc. | 16,354 | $673K | 0.7% | N/A | 0.195% | |
| 2/12/2025 | PKS Advisory Services LLC | 18,774 | $773K | 0.2% | N/A | 0.224% | |
| 2/11/2025 | LPL Financial LLC | 355,489 | $14.64M | 0.0% | +188.9% | 4.232% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,491 | $638K | 0.0% | +51.9% | 0.184% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,750,856 | $72.08M | 0.1% | +18.6% | 20.844% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 53,733 | $2.21M | 0.0% | +13.5% | 0.640% | |
| 2/10/2025 | Farther Finance Advisors LLC | 24,738 | $1.02M | 0.0% | +55.6% | 0.295% | |
| 2/7/2025 | HighTower Advisors LLC | 5,578 | $230K | 0.0% | N/A | 0.066% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 5,574 | $229K | 0.0% | N/A | 0.066% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 25,046 | $1.03M | 0.9% | N/A | 0.298% | |
| 2/7/2025 | Independent Advisor Alliance | 35,042 | $1.44M | 0.0% | N/A | 0.417% | |
| 2/7/2025 | Evergreen Private Wealth LLC | 116,658 | $4.80M | 2.3% | -0.3% | 1.389% | |
| 2/6/2025 | Raymond James Financial Inc. | 359,010 | $14.78M | 0.0% | N/A | 4.274% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,968 | $81K | 0.0% | +105.4% | 0.023% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 219,868 | $9.05M | 0.1% | -0.1% | 2.617% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,300 | $54K | 0.0% | N/A | 0.015% | |
| 2/4/2025 | Provident Wealth Management LLC | 153,841 | $6.33M | 2.1% | N/A | 1.831% | |
| 2/3/2025 | Parcion Private Wealth LLC | 491,316 | $20.23M | 1.5% | +4.7% | 5.849% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 10,816 | $445K | 0.0% | N/A | 0.129% | |
| 2/3/2025 | Private Advisor Group LLC | 6,016 | $248K | 0.0% | N/A | 0.072% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,051 | $208K | 0.0% | +2,340.1% | 0.060% | |
| 1/31/2025 | Kestra Investment Management LLC | 1,293 | $53K | 0.0% | N/A | 0.015% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 10,071 | $415K | 0.0% | +25.4% | 0.120% | |
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| 1/31/2025 | Systelligence LLC | 394,093 | $16.23M | 4.0% | +38.8% | 4.692% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 7,961 | $328K | 0.0% | +17.8% | 0.095% | |
| 1/30/2025 | Kuhn & Co Investment Counsel | 8,616 | $355K | 0.3% | +37.1% | 0.103% | |
| 1/30/2025 | Principal Securities Inc. | 1,810 | $75K | 0.0% | +88.7% | 0.022% | |
| 1/30/2025 | Roxbury Financial LLC | 20,041 | $895K | 0.9% | N/A | 0.239% | |
| 1/30/2025 | Trademark Financial Management LLC | 53,599 | $2.21M | 1.8% | +76.4% | 0.638% | |
| 1/29/2025 | Diversified Portfolios Inc. | 11,340 | $467K | 0.1% | N/A | 0.135% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 29,185 | $1.20M | 0.0% | +101.8% | 0.347% | |
| 1/28/2025 | Prairie Wealth Advisors Inc. | 5,255 | $216K | 0.1% | N/A | 0.063% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 7,336 | $302K | 0.0% | +10.0% | 0.087% | |
