| 8/8/2025 | Cetera Investment Advisers | 278,137 | $10.66M | 0.0% | +113.9% | 4.450% | |
| 8/7/2025 | Americana Partners LLC | 128,822 | $4.94M | 0.2% | +380.9% | 2.061% | |
| 8/4/2025 | Atria Investments Inc | 9,931 | $380K | 0.0% | N/A | 0.159% | |
| 8/4/2025 | Spire Wealth Management | 3,882 | $149K | 0.0% | +73.5% | 0.062% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 376,212 | $14.41M | 0.0% | +78.2% | 5.700% | |
| 7/31/2025 | VestGen Investment Management | 8,076 | $309K | 0.2% | N/A | 0.122% | |
| 7/30/2025 | Strategic Blueprint LLC | 7,525 | $288K | 0.0% | -68.7% | 0.114% | |
| 7/29/2025 | Stephens Inc. AR | 33,130 | $1.27M | 0.0% | -2.5% | 0.502% | |
| 7/29/2025 | International Assets Investment Management LLC | 5,615 | $215K | 0.0% | N/A | 0.085% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 12,730 | $488K | 0.0% | N/A | 0.193% | |
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| 7/28/2025 | Uptick Partners LLC | 5,382 | $206K | 0.1% | N/A | 0.082% | |
| 7/28/2025 | Harbour Investments Inc. | 9,753 | $374K | 0.0% | +157.5% | 0.148% | |
| 7/25/2025 | MGO One Seven LLC | 8,393 | $322K | 0.0% | N/A | 0.127% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 178,701 | $6.85M | 0.1% | +42.8% | 2.708% | |
| 7/22/2025 | Diligent Investors LLC | 5,375 | $206K | 0.0% | N/A | 0.081% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,669 | $102K | 0.0% | N/A | 0.040% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 2,891 | $111K | 0.0% | +53.2% | 0.044% | |
| 7/21/2025 | Synergy Asset Management LLC | 6,873 | $263K | 0.0% | -48.6% | 0.104% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 380,627 | $14.58M | 6.2% | +0.7% | 5.767% | |
| 7/18/2025 | Madrona Financial Services LLC | 15,173 | $581K | 0.1% | N/A | 0.230% | |
| 7/18/2025 | Truist Financial Corp | 162,254 | $6.22M | 0.0% | -10.2% | 2.458% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 13,014 | $499K | 0.0% | N/A | 0.197% | |
| 7/17/2025 | City Holding Co. | 74,425 | $2.85M | 0.4% | +1.1% | 1.128% | |
| 7/15/2025 | Retirement Guys Formula LLC | 59,322 | $2.27M | 0.9% | N/A | 0.899% | |
| 7/14/2025 | Flagstar Advisors Inc. | 5,846 | $224K | 0.1% | +5.0% | 0.089% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 31,589 | $1.21M | 0.1% | -10.3% | 0.479% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,410 | $284K | 0.0% | N/A | 0.112% | |
| 7/9/2025 | Keystone Wealth Services LLC | 33,780 | $1.29M | 0.3% | -4.5% | 0.512% | |
| 7/8/2025 | Range Financial Group LLC | 11,252 | $431K | 0.2% | N/A | 0.171% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,186 | $82K | 0.0% | -19.5% | 0.038% | |
| 5/14/2025 | CreativeOne Wealth LLC | 15,292 | $574K | 0.0% | -54.8% | 0.265% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 36,921 | $1.39M | 0.2% | -2.1% | 0.639% | |
| 5/14/2025 | Kestra Advisory Services LLC | 254,655 | $9.57M | 0.0% | -15.6% | 4.406% | |
| 5/13/2025 | Raymond James Financial Inc. | 365,921 | $13.75M | 0.0% | -4.2% | 6.331% | |
| 5/12/2025 | Townsquare Capital LLC | 10,138 | $381K | 0.0% | +67.8% | 0.210% | |
| 5/8/2025 | Harbour Investments Inc. | 3,788 | $142K | 0.0% | -33.6% | 0.078% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 7,563 | $284K | 0.0% | -11.0% | 0.157% | |
| 5/7/2025 | LPL Financial LLC | 61,815 | $2.32M | 0.0% | +90.4% | 1.280% | |
| 5/6/2025 | Cetera Investment Advisers | 130,037 | $4.89M | 0.0% | -38.0% | 2.692% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 211,138 | $7.93M | 0.0% | -42.5% | 4.371% | |
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| 4/29/2025 | Concurrent Investment Advisors LLC | 125,116 | $4.70M | 0.1% | -0.5% | 2.590% | |
| 4/29/2025 | Strategic Blueprint LLC | 24,050 | $903K | 0.0% | -24.6% | 0.498% | |
| 4/28/2025 | Mutual Advisors LLC | 10,242 | $374K | 0.0% | N/A | 0.212% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 377,853 | $14.19M | 6.4% | +3.7% | 7.823% | |
| 4/24/2025 | Sunbelt Securities Inc. | 5,788 | $217K | 0.0% | -14.8% | 0.120% | |
| 4/23/2025 | Spire Wealth Management | 2,237 | $84K | 0.0% | -61.5% | 0.046% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,963 | $525K | 0.0% | -37.6% | 0.289% | |
| 4/22/2025 | Synergy Asset Management LLC | 13,359 | $502K | 0.1% | N/A | 0.277% | |
| 4/14/2025 | Farther Finance Advisors LLC | 758 | $29K | 0.0% | N/A | 0.015% | |
| 4/14/2025 | ARS Wealth Advisors Group LLC | 35,199 | $1.32M | 0.2% | -41.3% | 0.693% | |
| 4/9/2025 | Flagstar Advisors Inc. | 5,569 | $209K | 0.1% | N/A | 0.110% | |
| 4/9/2025 | NBC Securities Inc. | 1,000 | $37K | 0.0% | +99,900.0% | 0.020% | |
| 4/7/2025 | AdvisorNet Financial Inc | 7,563 | $284K | 0.0% | N/A | 0.149% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,410 | $278K | 0.0% | N/A | 0.115% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 3,993 | $149K | 0.0% | N/A | 0.062% | |
| 2/27/2025 | REAP Financial Group LLC | 29,659 | $1.11M | 0.3% | +1.9% | 0.461% | |
| 2/25/2025 | Armis Advisers LLC | 31,619 | $1.19M | 0.1% | N/A | 0.538% | |
| 2/18/2025 | Sunbelt Securities Inc. | 6,797 | $255K | 0.0% | -6.9% | 0.116% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,956 | $261K | 0.0% | +20.0% | 0.118% | |
| 2/17/2025 | Cetera Investment Advisers | 209,617 | $7.86M | 0.0% | +49.5% | 3.565% | |
| 2/17/2025 | Captrust Financial Advisors | 268,224 | $10.06M | 0.0% | -2.2% | 4.562% | |
| 2/14/2025 | Jane Street Group LLC | 23,146 | $868K | 0.0% | -56.5% | 0.394% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 17,230 | $646K | 0.0% | -1.7% | 0.293% | |
| 2/13/2025 | NewEdge Advisors LLC | 14,445 | $542K | 0.0% | -25.3% | 0.246% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 5,805 | $218K | 0.1% | N/A | 0.099% | |
| 2/13/2025 | CreativeOne Wealth LLC | 33,840 | $1.27M | 0.0% | +111.0% | 0.576% | |
| 2/13/2025 | Barclays PLC | 3,934 | $147K | 0.0% | -11.6% | 0.067% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 17,660 | $662K | 0.0% | N/A | 0.300% | |
| 2/13/2025 | Townsquare Capital LLC | 6,043 | $227K | 0.0% | -12.5% | 0.103% | |
| 2/13/2025 | Raymond James Financial Inc. | 382,058 | $14.32M | 0.0% | N/A | 6.498% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 367,270 | $13.77M | 0.0% | +42.6% | 6.246% | |
| 2/12/2025 | OLD Mission Capital LLC | 7,725 | $290K | 0.0% | N/A | 0.131% | |
| 2/11/2025 | Sequent Planning LLC | 10,662 | $400K | 0.1% | -44.1% | 0.181% | |
| 2/11/2025 | LPL Financial LLC | 32,470 | $1.22M | 0.0% | -1.8% | 0.552% | |
| 2/10/2025 | IMG Wealth Management Inc. | 672 | $25K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Harbour Investments Inc. | 5,705 | $214K | 0.0% | +5.1% | 0.097% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,678 | $213K | 0.0% | N/A | 0.097% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 68,096 | $2.55M | 0.0% | -20.8% | 1.158% | |
| 2/6/2025 | Raymond James Financial Inc. | 382,058 | $14.32M | 0.0% | N/A | 6.498% | |
| 2/6/2025 | Atria Investments Inc | 12,031 | $451K | 0.0% | N/A | 0.205% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 8,750 | $328K | 0.0% | -46.8% | 0.149% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 125,697 | $4.71M | 0.1% | N/A | 2.138% | |
| 1/31/2025 | Global Retirement Partners LLC | 4,035 | $151K | 0.0% | N/A | 0.069% | |
| 1/31/2025 | Kestra Investment Management LLC | 3,012 | $113K | 0.0% | N/A | 0.051% | |
| 1/31/2025 | Truist Financial Corp | 202,755 | $7.60M | 0.0% | -1.8% | 3.448% | |
| 1/31/2025 | Americana Partners LLC | 38,747 | $1.45M | 0.1% | +1.8% | 0.659% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 3,796 | $142K | 0.0% | N/A | 0.065% | |
| 1/24/2025 | Catalina Capital Group LLC | 18,088 | $678K | 0.2% | -3.6% | 0.308% | |
| 1/24/2025 | Spire Wealth Management | 5,805 | $218K | 0.0% | N/A | 0.099% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 364,277 | $13.66M | 5.6% | -3.7% | 6.195% | |
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| 1/21/2025 | Geneos Wealth Management Inc. | 2,714 | $102K | 0.0% | N/A | 0.046% | |
| 1/16/2025 | City Holding Co. | 73,625 | $2.76M | 0.4% | -0.4% | 1.252% | |
| 1/14/2025 | ARS Wealth Advisors Group LLC | 59,927 | $2.25M | 0.3% | -1.4% | 1.019% | |
| 1/10/2025 | Sage Capital Advisors llc | 13,991 | $525K | 0.1% | N/A | 0.238% | |
| 1/8/2025 | International Assets Investment Management LLC | 9,215 | $345K | 0.0% | N/A | 0.157% | |
| 11/19/2024 | Barclays PLC | 4,450 | $163K | 0.0% | N/A | 0.076% | |
| 11/18/2024 | Sunbelt Securities Inc. | 7,301 | $268K | 0.0% | -5.2% | 0.124% | |
| 11/15/2024 | Barclays PLC | 4,450 | $163K | 0.0% | N/A | 0.076% | |
| 11/15/2024 | Jane Street Group LLC | 53,259 | $1.96M | 0.0% | N/A | 0.906% | |
| 11/15/2024 | HighTower Advisors LLC | 5,882 | $216K | 0.0% | -19.7% | 0.100% | |
