| 6/11/2025 | Fortitude Financial LLC | 143,018 | $14.97M | 14.3% | +825.1% | 3.349% | |
| 6/2/2025 | Modern Wealth Management LLC | 26,804 | $2.81M | 0.1% | +7.3% | 0.628% | |
| 5/20/2025 | Integrity Alliance LLC. | 8,451 | $885K | 0.0% | +38.8% | 0.189% | |
| 5/19/2025 | Jane Street Group LLC | 4,522 | $473K | 0.0% | -32.1% | 0.101% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 2,555 | $267K | 0.0% | +4.8% | 0.057% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 15,903 | $1.67M | 0.0% | +59.0% | 0.357% | |
| 5/16/2025 | Jones Financial Companies Lllp | 49,402 | $5.17M | 0.0% | -15.0% | 1.108% | |
| 5/15/2025 | Royal Bank of Canada | 37,688 | $3.95M | 0.0% | -16.4% | 0.845% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 187,372 | $19.62M | 0.0% | +2.9% | 4.201% | |
| 5/13/2025 | Raymond James Financial Inc. | 41,000 | $4.29M | 0.0% | -24.9% | 0.919% | |
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| 5/9/2025 | Thoroughbred Financial Services LLC | 41,806 | $4.38M | 0.3% | +46.8% | 0.937% | |
| 5/8/2025 | Harbour Investments Inc. | 843 | $88K | 0.0% | -94.1% | 0.019% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 2,785 | $292K | 0.0% | +11.6% | 0.062% | |
| 5/7/2025 | LPL Financial LLC | 175,930 | $18.42M | 0.0% | -11.5% | 3.945% | |
| 5/6/2025 | Cetera Investment Advisers | 101,441 | $10.62M | 0.0% | +15.8% | 2.274% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,284 | $1.18M | 0.0% | +67.4% | 0.253% | |
| 5/6/2025 | AE Wealth Management LLC | 536 | $56K | 0.0% | +65.9% | 0.012% | |
| 5/6/2025 | PFG Advisors | 4,533 | $475K | 0.0% | +4.5% | 0.102% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 45,033 | $4.72M | 0.1% | +3.2% | 1.010% | |
| 5/5/2025 | Private Advisor Group LLC | 35,415 | $3.71M | 0.0% | +4.2% | 0.794% | |
| 5/2/2025 | Sigma Planning Corp | 19,976 | $2.09M | 0.1% | +4.1% | 0.448% | |
| 4/30/2025 | Cerity Partners LLC | 29,746 | $3.11M | 0.0% | -3.0% | 0.616% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 8,017 | $839K | 0.0% | +4.1% | 0.166% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 30,993 | $3.25M | 0.0% | +9.4% | 0.642% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 16,406 | $1.72M | 0.0% | +8.5% | 0.340% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,638 | $276K | 0.0% | +16.5% | 0.055% | |
| 4/23/2025 | Balance Wealth LLC | 12,740 | $1.33M | 0.9% | N/A | 0.264% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,495 | $2.25M | 0.0% | +2.1% | 0.445% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 56,639 | $5.41M | 2.3% | +8.4% | 1.173% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,000 | $314K | 0.0% | -6.3% | 0.062% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 8,230 | $862K | 0.1% | -58.7% | 0.170% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 6,415 | $672K | 0.0% | +22.7% | 0.133% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 2,246 | $235K | 0.0% | -14.0% | 0.047% | |
| 4/16/2025 | Seros Financial LLC | 8,144 | $853K | 0.6% | -4.5% | 0.169% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 6,375 | $668K | 0.1% | -33.5% | 0.132% | |
| 4/11/2025 | 626 Financial LLC | 103,039 | $10.79M | 5.6% | +120.8% | 2.133% | |
| 4/9/2025 | Merit Financial Group LLC | 65,840 | $6.89M | 0.1% | +5.7% | 1.363% | |
| 2/17/2025 | Cetera Investment Advisers | 87,595 | $9.88M | 0.0% | +7.3% | 2.517% | |
| 2/17/2025 | Citadel Advisors LLC | 16,435 | $1.85M | 0.0% | +144.5% | 0.472% | |
| 2/17/2025 | Bank of America Corp DE | 167,572 | $18.89M | 0.0% | +41.2% | 4.815% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 76,054 | $8.58M | 0.0% | +41.8% | 2.185% | |
| 2/14/2025 | Jane Street Group LLC | 6,656 | $750K | 0.0% | N/A | 0.191% | |
| 2/14/2025 | Lido Advisors LLC | 3,629 | $409K | 0.0% | -31.3% | 0.104% | |
| 2/13/2025 | Mariner LLC | 3,692 | $416K | 0.0% | +83.4% | 0.106% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 37,939 | $4.28M | 3.8% | N/A | 1.090% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 5,230 | $590K | 0.0% | N/A | 0.150% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 670 | $76K | 0.0% | +18.2% | 0.019% | |
| 2/13/2025 | Raymond James Financial Inc. | 54,603 | $6.16M | 0.0% | N/A | 1.569% | |
| 2/13/2025 | Bank of Montreal Can | 3,362 | $379K | 0.0% | +984.5% | 0.097% | |
| 2/13/2025 | Cerity Partners LLC | 30,672 | $3.46M | 0.0% | -3.0% | 0.881% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 28,340 | $3.20M | 0.0% | -23.6% | 0.814% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 28,476 | $3.21M | 0.2% | +46.9% | 0.818% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 27,635 | $3.12M | 0.9% | N/A | 0.794% | |
| 2/11/2025 | Modern Wealth Management LLC | 25,670 | $2.91M | 0.1% | +205.1% | 0.738% | |
| 2/11/2025 | LPL Financial LLC | 198,873 | $22.42M | 0.0% | +3.6% | 5.715% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 7,703 | $869K | 0.0% | +102.5% | 0.221% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,264 | $255K | 0.0% | +73.9% | 0.065% | |
| 2/10/2025 | Harbour Investments Inc. | 14,359 | $1.62M | 0.0% | +6.4% | 0.413% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 21,615 | $2.44M | 0.0% | +21.9% | 0.621% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,741 | $760K | 0.0% | +25.7% | 0.194% | |
| 2/7/2025 | PFG Advisors | 4,336 | $489K | 0.0% | +83.4% | 0.125% | |
| 2/7/2025 | Independent Advisor Alliance | 10,450 | $1.18M | 0.0% | N/A | 0.300% | |
| 2/6/2025 | Raymond James Financial Inc. | 54,603 | $6.16M | 0.0% | N/A | 1.569% | |
| 2/6/2025 | Jones Financial Companies Lllp | 58,087 | $6.55M | 0.0% | +83.8% | 1.669% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 8,428 | $950K | 0.0% | N/A | 0.242% | |
| 2/4/2025 | Marshall Investment Management LLC | 32,188 | $3.77M | 2.2% | N/A | 0.925% | |
| 2/3/2025 | Sigma Planning Corp | 19,191 | $2.16M | 0.1% | +39.8% | 0.551% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 1,857 | $220K | 0.1% | N/A | 0.053% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,117 | $1.70M | 0.0% | -1.6% | 0.434% | |
| 2/3/2025 | WealthCare Investment Partners LLC | 52,229 | $5.90M | 2.6% | +8.7% | 1.501% | |
| 2/3/2025 | Private Advisor Group LLC | 33,975 | $3.83M | 0.0% | +23.7% | 0.976% | |
| 1/31/2025 | Global Retirement Partners LLC | 596 | $67K | 0.0% | +186.5% | 0.017% | |
| 1/31/2025 | Truist Financial Corp | 16,298 | $1.84M | 0.0% | -9.2% | 0.468% | |
| 1/29/2025 | International Private Wealth Advisors LLC | 4,652 | $525K | 0.5% | +42.5% | 0.134% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 43,644 | $4.92M | 0.1% | +0.5% | 1.254% | |
| 1/27/2025 | Financial Advocates Investment Management | 9,064 | $1.02M | 0.1% | -14.9% | 0.260% | |
| 1/23/2025 | Manning & Napier Advisors LLC | 29,242 | $3.30M | 0.0% | N/A | 0.840% | |
| 1/22/2025 | Nilsine Partners LLC | 4,964 | $560K | 0.1% | N/A | 0.143% | |
| 1/21/2025 | Embree Financial Group | 2,247 | $253K | 0.0% | N/A | 0.065% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 19,949 | $2.25M | 0.2% | +5.5% | 0.573% | |
| 1/17/2025 | Seros Financial LLC | 8,528 | $976K | 0.9% | N/A | 0.245% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 2,611 | $294K | 0.0% | -21.4% | 0.075% | |
| 1/15/2025 | Merit Financial Group LLC | 62,283 | $7.02M | 0.1% | N/A | 1.790% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 9,581 | $1.08M | 0.1% | +9.3% | 0.275% | |
| 1/14/2025 | 626 Financial LLC | 46,658 | $5.26M | 2.8% | +112.8% | 1.341% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 567 | $66K | 0.0% | +772.3% | 0.016% | |
| 11/15/2024 | MML Investors Services LLC | 17,496 | $2.05M | 0.0% | +12.4% | 0.503% | |
| 11/13/2024 | Townsquare Capital LLC | 2,258 | $264K | 0.0% | N/A | 0.065% | |
| 11/13/2024 | FMR LLC | 555 | $65K | 0.0% | +106.3% | 0.016% | |
| 11/12/2024 | Cerity Partners LLC | 31,613 | $3.70M | 0.0% | -2.4% | 0.908% | |
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| 11/7/2024 | Thrivent Financial for Lutherans | 4,504 | $527K | 0.0% | +6.3% | 0.129% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 2,423 | $284K | 0.0% | +16.0% | 0.070% | |
| 11/6/2024 | International Private Wealth Advisors LLC | 3,264 | $382K | 0.6% | -5.1% | 0.094% | |
| 11/5/2024 | Harbour Investments Inc. | 13,490 | $1.58M | 0.0% | +1,665.7% | 0.388% | |
| 11/4/2024 | Sigma Planning Corp | 13,732 | $1.61M | 0.0% | +97.0% | 0.395% | |
| 11/1/2024 | Lionsbridge Wealth Management LLC | 11,022 | $1.29M | 1.0% | N/A | 0.317% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 15,364 | $1.80M | 0.1% | +17.0% | 0.441% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 2,410 | $282K | 0.0% | -12.4% | 0.069% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,302 | $152K | 0.0% | +121.4% | 0.037% | |
| 10/25/2024 | Financial Advocates Investment Management | 10,653 | $1.25M | 0.1% | N/A | 0.306% | |
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