| 5/2/2025 | Kingsview Wealth Management LLC | 85,899 | $3.74M | 0.1% | +60.5% | 0.844% | |
| 5/1/2025 | CWM LLC | 2,108 | $92K | 0.0% | N/A | 0.021% | |
| 5/1/2025 | Fifth Third Securities Inc. | 29,742 | $1.30M | 0.1% | +9.5% | 0.292% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 14,855 | $648K | 0.0% | -5.3% | 0.146% | |
| 4/30/2025 | Family Capital Management Inc. | 47,924 | $2.09M | 1.3% | +5.4% | 0.471% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 126,946 | $5.53M | 0.0% | -5.3% | 1.247% | |
| 4/29/2025 | Wayfinding Financial LLC | 620 | $27K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Aviance Capital Partners LLC | 7,113 | $310K | 0.0% | N/A | 0.070% | |
| 4/28/2025 | DAVENPORT & Co LLC | 100,610 | $4.39M | 0.0% | +3.2% | 0.988% | |
| 4/25/2025 | Keystone Financial Services LLC | 143,175 | $6.24M | 5.3% | +14.9% | 1.406% | |
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| 4/25/2025 | Albion Financial Group UT | 3,004 | $131K | 0.0% | +91.0% | 0.030% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 449,072 | $19.58M | 3.5% | +17.2% | 4.411% | |
| 4/23/2025 | Goldstein Advisors LLC | 242,632 | $10.58M | 1.5% | +6.0% | 2.383% | |
| 4/23/2025 | First Pacific Financial | 72,104 | $3.14M | 0.6% | -10.6% | 0.708% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 26,172 | $1.14M | 0.0% | +3.5% | 0.257% | |
| 4/22/2025 | Appleton Partners Inc. MA | 182,293 | $7.95M | 0.6% | +3.0% | 1.791% | |
| 4/21/2025 | Hartford Financial Management Inc. | 159,518 | $6.95M | 1.4% | -0.9% | 1.567% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 27,094 | $1.18M | 0.1% | -4.5% | 0.266% | |
| 4/17/2025 | Sprinkle Financial Consultants LLC | 132,558 | $5.78M | 3.7% | +23.7% | 1.302% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,391 | $279K | 0.0% | +44.3% | 0.063% | |
| 4/16/2025 | Everhart Financial Group Inc. | 4,611 | $201K | 0.0% | N/A | 0.045% | |
| 4/15/2025 | Ipsen Advisor Group LLC | 106,947 | $4.66M | 4.0% | +3.4% | 1.051% | |
| 4/14/2025 | LexAurum Advisors LLC | 27,405 | $1.20M | 0.2% | +2.5% | 0.269% | |
| 4/10/2025 | KWB Wealth | 25,659 | $1.20M | 0.1% | -3.1% | 0.231% | |
| 4/10/2025 | Teamwork Financial Advisors LLC | 20,487 | $893K | 0.1% | -64.6% | 0.185% | |
| 3/14/2025 | Keystone Financial Services LLC | 124,623 | $5.83M | 5.3% | N/A | 1.123% | |
| 2/17/2025 | Two Sigma Investments LP | 4,900 | $229K | 0.0% | N/A | 0.045% | |
| 2/17/2025 | Royal Bank of Canada | 451,851 | $21.15M | 0.0% | -5.9% | 4.108% | |
| 2/17/2025 | Cetera Investment Advisers | 45,044 | $2.11M | 0.0% | -3.0% | 0.409% | |
| 2/17/2025 | Beck Bode LLC | 9,501 | $445K | 0.1% | -34.6% | 0.086% | |
| 2/17/2025 | Bank of America Corp DE | 549,113 | $25.70M | 0.0% | +13.2% | 4.992% | |
| 2/17/2025 | Ameriprise Financial Inc. | 124,924 | $5.85M | 0.0% | -19.8% | 1.136% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 24,791 | $1.16M | 0.0% | -5.4% | 0.225% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 177,479 | $8.31M | 0.4% | -0.2% | 1.613% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 61,925 | $2.90M | 0.0% | -4.9% | 0.563% | |
| 2/14/2025 | Stifel Financial Corp | 195,428 | $9.15M | 0.0% | +2.4% | 1.777% | |
| 2/14/2025 | MML Investors Services LLC | 29,821 | $1.40M | 0.0% | +1.1% | 0.271% | |
| 2/13/2025 | NewEdge Advisors LLC | 23,107 | $1.08M | 0.0% | -17.0% | 0.210% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 31,382 | $1.47M | 1.6% | N/A | 0.285% | |
| 2/13/2025 | Mariner LLC | 5,393 | $252K | 0.0% | N/A | 0.049% | |
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| 2/13/2025 | Sagespring Wealth Partners LLC | 5,582 | $261K | 0.0% | N/A | 0.051% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 134,086 | $6.28M | 0.0% | -3.3% | 1.219% | |
| 2/12/2025 | JPMorgan Chase & Co. | 16,139 | $755K | 0.0% | -8.2% | 0.147% | |
| 2/12/2025 | Mendel Money Management | 8,738 | $409K | 0.2% | +9.0% | 0.079% | |
| 2/12/2025 | Ipsen Advisor Group LLC | 103,437 | $4.84M | 4.1% | N/A | 0.940% | |
| 2/11/2025 | LPL Financial LLC | 615,084 | $28.79M | 0.0% | +11.2% | 5.592% | |
| 2/11/2025 | ZEGA Investments LLC | 15,797 | $757K | 0.2% | N/A | 0.144% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 1,237,906 | $57.95M | 5.1% | +2.1% | 11.254% | |
| 2/10/2025 | Tocqueville Asset Management L.P. | 163,753 | $7.67M | 0.1% | -1.9% | 1.489% | |
| 2/10/2025 | Gallacher Capital Management LLC | 16,349 | $765K | 0.4% | -3.6% | 0.149% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 48,054 | $2.25M | 0.0% | +1.6% | 0.437% | |
| 2/7/2025 | HighTower Advisors LLC | 4,941 | $231K | 0.0% | -6.7% | 0.045% | |
| 2/7/2025 | Oak Harbor Wealth Partners LLC | 14,621 | $684K | 0.2% | -36.0% | 0.133% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,395,139 | $65.31M | 0.0% | N/A | 12.683% | |
| 2/6/2025 | Jones Financial Companies Lllp | 70,948 | $3.32M | 0.0% | +63.8% | 0.645% | |
| 2/5/2025 | US Bancorp DE | 1,444 | $68K | 0.0% | -34.7% | 0.013% | |
| 2/4/2025 | LWM Advisory Services LLC | 22,553 | $1.06M | 0.7% | +11.3% | 0.205% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 21,348 | $999K | 0.0% | +3.4% | 0.194% | |
| 1/30/2025 | Centerpoint Advisory Group | 6,627 | $310K | 0.3% | N/A | 0.060% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 7,938 | $372K | 0.0% | -31.2% | 0.072% | |
| 1/30/2025 | Family Capital Management Inc. | 45,479 | $2.13M | 1.3% | +8.1% | 0.413% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 53,516 | $2.51M | 0.0% | +1.0% | 0.487% | |
| 1/28/2025 | Sprinkle Financial Consultants LLC | 107,185 | $5.02M | 3.4% | +7.8% | 0.974% | |
| 1/28/2025 | Appleton Partners Inc. MA | 176,944 | $8.28M | 0.6% | -0.4% | 1.609% | |
| 1/27/2025 | Financial Advocates Investment Management | 140,254 | $6.57M | 0.4% | -9.5% | 1.275% | |
| 1/27/2025 | Schmidt P J Investment Management Inc. | 22,435 | $1.05M | 0.2% | +2.1% | 0.204% | |
| 1/24/2025 | DAVENPORT & Co LLC | 97,532 | $4.57M | 0.0% | +5.4% | 0.887% | |
| 1/24/2025 | N.E.W. Advisory Services LLC | 4,983 | $233K | 0.0% | -6.6% | 0.045% | |
| 1/23/2025 | Hartford Financial Management Inc. | 161,040 | $7.54M | 1.5% | -0.6% | 1.464% | |
| 1/23/2025 | Fifth Third Securities Inc. | 27,153 | $1.27M | 0.1% | +8.9% | 0.247% | |
| 1/21/2025 | LexAurum Advisors LLC | 26,724 | $1.25M | 0.2% | +3.2% | 0.243% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 28,359 | $1.33M | 0.1% | +32.4% | 0.258% | |
| 1/17/2025 | Goldstein Advisors LLC | 228,895 | $10.71M | 1.6% | +4.0% | 2.081% | |
| 1/17/2025 | Teamwork Financial Advisors LLC | 57,904 | $2.71M | 0.4% | -82.6% | 0.526% | |
| 1/15/2025 | First Pacific Financial | 80,658 | $3.78M | 0.9% | -0.8% | 0.733% | |
| 1/15/2025 | Capital Advisors Wealth Management LLC | 383,263 | $17.94M | 3.2% | +58.6% | 3.484% | |
| 12/26/2024 | JPMorgan Chase & Co. | 17,580 | $844K | 0.0% | +10.0% | 0.160% | |
| 11/25/2024 | Sanctuary Advisors LLC | 8,317 | $423K | 0.0% | N/A | 0.076% | |
| 11/15/2024 | MML Investors Services LLC | 29,488 | $1.42M | 0.0% | -5.3% | 0.268% | |
| 11/15/2024 | Zega Financial LLC | 24,896 | $1.20M | 0.2% | +44.9% | 0.226% | |
| 11/15/2024 | Jane Street Group LLC | 10,022 | $481K | 0.0% | -57.8% | 0.091% | |
| 11/15/2024 | Stifel Financial Corp | 190,829 | $9.17M | 0.0% | +0.3% | 1.735% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 65,140 | $3.13M | 0.0% | -1.4% | 0.592% | |
| 11/15/2024 | HighTower Advisors LLC | 5,296 | $255K | 0.0% | -16.2% | 0.048% | |
| 11/13/2024 | Private Trust Co. NA | 1,263 | $61K | 0.0% | +50.2% | 0.011% | |
| 11/12/2024 | Family Capital Management Inc. | 42,084 | $2.02M | 1.3% | +2.5% | 0.383% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 52,973 | $2.54M | 0.1% | +5.9% | 0.482% | |
| 11/6/2024 | KPP Advisory Services LLC | 9,683 | $465K | 0.1% | -6.8% | 0.088% | |
| 11/6/2024 | Oak Harbor Wealth Partners LLC | 22,854 | $1.10M | 0.3% | +8.7% | 0.208% | |
| 10/28/2024 | Hartford Financial Management Inc. | 161,943 | $7.78M | 1.6% | +0.2% | 1.472% | |
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| 10/25/2024 | Financial Advocates Investment Management | 154,909 | $7.44M | 0.4% | +1.1% | 1.408% | |
| 10/25/2024 | Pinnacle Associates Ltd. | 11,205 | $494K | 0.0% | +26.5% | 0.102% | |
| 10/24/2024 | Goldstein Advisors LLC | 220,057 | $10.57M | 1.6% | +7.5% | 2.001% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,430 | $213K | 0.0% | N/A | 0.040% | |
| 10/23/2024 | Schmidt P J Investment Management Inc. | 21,965 | $1.06M | 0.2% | +4.5% | 0.200% | |
| 10/22/2024 | Sprinkle Financial Consultants LLC | 99,387 | $4.77M | 3.4% | +6.3% | 0.904% | |
| 10/21/2024 | Koss Olinger Consulting LLC | 1,211,892 | $58.21M | 5.1% | +1.3% | 11.017% | |
| 10/18/2024 | Raymond James & Associates | 564,297 | $27.10M | 0.0% | +1,239.5% | 5.130% | |
| 10/17/2024 | LexAurum Advisors LLC | 25,904 | $1.24M | 0.3% | +2.0% | 0.235% | |
| 10/16/2024 | Teamwork Financial Advisors LLC | 333,125 | $16M | 2.2% | +13.9% | 3.028% | |
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