| 8/8/2025 | Cetera Investment Advisers | 159,058 | $1.68M | 0.0% | +3.2% | 0.551% | |
| 8/8/2025 | Advyzon Investment Management LLC | 33,954 | $359K | 0.1% | +27.1% | 0.118% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 55,755 | $589K | 0.1% | N/A | 0.193% | |
| 8/1/2025 | Brookwood Investment Group LLC | 20,143 | $213K | 0.0% | N/A | 0.070% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 249,719 | $2.64M | 0.1% | N/A | 0.866% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 71,710 | $757K | 0.0% | +5.3% | 0.249% | |
| 7/30/2025 | Drive Wealth Management LLC | 344,425 | $3.64M | 0.8% | +8.8% | 1.194% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 109,454 | $1.14M | 0.6% | +15.3% | 0.379% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,508 | $26K | 0.0% | N/A | 0.009% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 16,354 | $173K | 0.0% | -16.4% | 0.057% | |
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| 7/18/2025 | Institute for Wealth Management LLC. | 25,811 | $273K | 0.0% | +74.7% | 0.089% | |
| 7/17/2025 | Fifth Third Securities Inc. | 47,473 | $501K | 0.0% | +25.0% | 0.165% | |
| 7/8/2025 | Gradient Investments LLC | 683,668 | $7.22M | 0.1% | +6.1% | 2.353% | |
| 5/22/2025 | Mattson Financial Services LLC | 6,873 | $77K | 0.0% | +17.1% | 0.025% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 191,460 | $2.14M | 0.2% | +0.9% | 0.695% | |
| 5/14/2025 | Integras Partners LLC | 143,456 | $1.60M | 1.4% | +21.3% | 0.521% | |
| 5/13/2025 | Cascade Financial Partners LLC | 41,020 | $458K | 0.1% | +10.9% | 0.149% | |
| 5/12/2025 | Simplex Trading LLC | 3,080 | $34K | 0.0% | +199.0% | 0.011% | |
| 5/12/2025 | AlphaCore Capital LLC | 60,394 | $675K | 0.1% | N/A | 0.219% | |
| 5/9/2025 | AXS Investments LLC | 566,455 | $6.33M | 1.7% | N/A | 2.056% | |
| 5/9/2025 | Advyzon Investment Management LLC | 26,717 | $298K | 0.1% | +83.6% | 0.097% | |
| 5/8/2025 | US Bancorp DE | 5,755 | $64K | 0.0% | +283.7% | 0.021% | |
| 5/7/2025 | LPL Financial LLC | 1,366,939 | $15.27M | 0.0% | +52.1% | 4.962% | |
| 5/7/2025 | Drive Wealth Management LLC | 316,602 | $3.54M | 0.8% | +7.0% | 1.149% | |
| 5/6/2025 | Cetera Investment Advisers | 154,103 | $1.72M | 0.0% | +8.1% | 0.559% | |
| 5/2/2025 | Wealthfront Advisers LLC | 39,872 | $445K | 0.0% | -30.3% | 0.144% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 159,900 | $1.79M | 0.5% | +12.0% | 0.579% | |
| 5/1/2025 | Fifth Third Securities Inc. | 37,992 | $424K | 0.0% | +3.7% | 0.138% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 68,133 | $761K | 0.0% | -3.2% | 0.247% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 415,300 | $4.64M | 0.0% | +2.8% | 1.505% | |
| 4/21/2025 | JBR Co Financial Management Inc | 12,785 | $143K | 0.1% | N/A | 0.046% | |
| 4/17/2025 | Sowell Financial Services LLC | 14,051 | $157K | 0.0% | N/A | 0.051% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 40,423 | $452K | 0.0% | +73.3% | 0.146% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 46,867 | $524K | 0.0% | +47.2% | 0.170% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 19,636 | $219K | 0.0% | +7.6% | 0.071% | |
| 4/14/2025 | ARS Wealth Advisors Group LLC | 10,409 | $116K | 0.0% | -34.6% | 0.038% | |
| 4/9/2025 | Gradient Investments LLC | 644,462 | $7.20M | 0.1% | +6.6% | 2.306% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,836 | $338K | 0.0% | -8.1% | 0.115% | |
| 3/10/2025 | Mattson Financial Services LLC | 5,869 | $62K | 0.0% | +40.7% | 0.021% | |
| 2/24/2025 | H&H Retirement Design & Management INC | 94,475 | $1.09M | 0.7% | +5.8% | 0.345% | |
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| 2/17/2025 | Two Sigma Investments LP | 16,049 | $170K | 0.0% | -77.6% | 0.067% | |
| 2/17/2025 | Cetera Investment Advisers | 142,577 | $1.51M | 0.0% | +43.1% | 0.592% | |
| 2/17/2025 | Bank of America Corp DE | 562,094 | $5.97M | 0.0% | -13.4% | 2.332% | |
| 2/14/2025 | Talon Private Wealth LLC | 13,013 | $138K | 0.0% | N/A | 0.054% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,601 | $113K | 0.0% | N/A | 0.044% | |
| 2/14/2025 | Harvest Investment Services LLC | 11,004 | $117K | 0.0% | N/A | 0.046% | |
| 2/14/2025 | Stifel Financial Corp | 55,060 | $585K | 0.0% | -10.8% | 0.228% | |
| 2/14/2025 | MML Investors Services LLC | 201,594 | $2.14M | 0.0% | +13.9% | 0.836% | |
| 2/14/2025 | GeoWealth Management LLC | 41,101 | $436K | 0.0% | +22.0% | 0.171% | |
| 2/13/2025 | Raymond James Financial Inc. | 45,377 | $482K | 0.0% | N/A | 0.188% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 70,391 | $748K | 0.0% | +64.6% | 0.292% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 189,746 | $2.01M | 0.1% | +2.1% | 0.787% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 142,737 | $1.52M | 0.4% | +5.0% | 0.592% | |
| 2/11/2025 | LPL Financial LLC | 898,469 | $9.54M | 0.0% | +14.2% | 3.728% | |
| 2/11/2025 | Hillsdale Investment Management Inc. | 8,930 | $95K | 0.0% | +37.8% | 0.037% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 28,871 | $307K | 0.0% | +8.5% | 0.120% | |
| 2/10/2025 | Integras Partners LLC | 118,235 | $1.26M | 1.1% | N/A | 0.491% | |
| 2/10/2025 | Hollencrest Capital Management | 7,040 | $75K | 0.0% | N/A | 0.029% | |
| 2/7/2025 | Cascade Financial Partners LLC | 37,000 | $393K | 0.1% | N/A | 0.154% | |
| 2/7/2025 | Rebalance LLC | 42,432 | $451K | 0.0% | +6.3% | 0.176% | |
| 2/6/2025 | Raymond James Financial Inc. | 45,377 | $482K | 0.0% | N/A | 0.188% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 68,563 | $728K | 0.0% | +33.2% | 0.284% | |
| 2/3/2025 | Advyzon Investment Management LLC | 14,552 | $155K | 0.1% | N/A | 0.060% | |
| 1/23/2025 | Fifth Third Securities Inc. | 36,639 | $389K | 0.0% | +32.7% | 0.152% | |
| 1/22/2025 | Drive Wealth Management LLC | 295,850 | $3.14M | 0.8% | +8.4% | 1.228% | |
| 1/21/2025 | Gradient Investments LLC | 604,278 | $6.42M | 0.1% | +6.3% | 2.507% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 23,332 | $248K | 0.0% | +27.3% | 0.097% | |
| 1/16/2025 | Gilman Hill Asset Management LLC | 18,000 | $191K | 0.0% | N/A | 0.075% | |
| 1/14/2025 | ARS Wealth Advisors Group LLC | 15,909 | $169K | 0.0% | -12.4% | 0.066% | |
| 1/8/2025 | International Assets Investment Management LLC | 21,250 | $227K | 0.0% | N/A | 0.088% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 185,924 | $2.24M | 0.2% | +10.6% | 0.771% | |
| 11/15/2024 | MML Investors Services LLC | 176,953 | $2.14M | 0.0% | +8.0% | 0.734% | |
| 11/15/2024 | Jane Street Group LLC | 15,273 | $184K | 0.0% | N/A | 0.063% | |
| 11/15/2024 | Stifel Financial Corp | 61,751 | $745K | 0.0% | -1.5% | 0.256% | |
| 11/15/2024 | HighTower Advisors LLC | 20,519 | $246K | 0.0% | N/A | 0.085% | |
| 11/13/2024 | FMR LLC | 2,926 | $35K | 0.0% | -42.6% | 0.012% | |
| 11/7/2024 | Drive Wealth Management LLC | 273,021 | $3.30M | 0.9% | +64.0% | 1.133% | |
| 10/29/2024 | Realta Investment Advisors | 5,106 | $58K | 0.0% | +337.5% | 0.021% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 34,631 | $418K | 0.0% | +25.4% | 0.144% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 4,500 | $54K | 0.0% | N/A | 0.019% | |
| 9/30/2024 | Mattson Financial Services LLC | 4,171 | $47K | 0.0% | N/A | 0.017% | |
| 8/22/2024 | Cetera Investment Advisers | 97,087 | $1.09M | 0.0% | +48.5% | 0.403% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,517 | $28K | 0.0% | N/A | 0.010% | |
| 8/1/2024 | Drive Wealth Management LLC | 166,503 | $1.86M | 0.5% | +29.5% | 0.691% | |
| 7/30/2024 | Jaffetilchin Investment Partners LLC | 23,512 | $263K | 0.0% | -6.5% | 0.098% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 389,645 | $4.36M | 0.0% | +2.6% | 1.617% | |
| 7/23/2024 | H&H Retirement Design & Management INC | 83,235 | $988K | 0.6% | +2.4% | 0.345% | |
| 7/19/2024 | ARS Wealth Advisors Group LLC | 18,075 | $202K | 0.0% | -12.2% | 0.075% | |
| 7/18/2024 | Gradient Investments LLC | 532,035 | $5.95M | 0.1% | +73,385.5% | 2.208% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,609 | $309K | 0.0% | +7.3% | 0.115% | |
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| 7/15/2024 | Fifth Third Securities Inc. | 29,567 | $331K | 0.0% | N/A | 0.123% | |
| 7/12/2024 | Sax Wealth Advisors LLC | 30,000 | $336K | 0.0% | N/A | 0.124% | |
| 7/12/2024 | Rebalance LLC | 39,907 | $447K | 0.0% | +12.6% | 0.166% | |
| 5/20/2024 | Adams Wealth Management | 13,883 | $162K | 0.0% | -6.8% | 0.058% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 25,155 | $294K | 0.0% | -12.4% | 0.104% | |
| 5/11/2024 | Hillsdale Investment Management Inc. | 5,530 | $65K | 0.0% | N/A | 0.023% | |
| 5/2/2024 | Lionsbridge Wealth Management LLC | 69,452 | $812K | 0.6% | -2.3% | 0.290% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 13,320 | $156K | 0.0% | +26.1% | 0.056% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 20,465 | $239K | 0.1% | -19.7% | 0.085% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 379,624 | $4.44M | 0.0% | -62.6% | 1.643% | |
