| 5/28/2025 | Intrua Financial LLC | 139,342 | $2.63M | 0.4% | +130.1% | 0.336% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 40,696 | $767K | 0.0% | -5.4% | 0.098% | |
| 5/16/2025 | NewEdge Advisors LLC | 37,621 | $709K | 0.0% | +2.7% | 0.091% | |
| 5/15/2025 | Royal Bank of Canada | 2,137,345 | $40.29M | 0.0% | +2.7% | 5.155% | |
| 5/15/2025 | Baird Financial Group Inc. | 426,822 | $8.05M | 0.0% | -11.1% | 1.029% | |
| 5/15/2025 | Beck Bode LLC | 42,857 | $808K | 0.2% | -17.6% | 0.103% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,260 | $80K | 0.0% | +184.0% | 0.010% | |
| 5/14/2025 | Summit Financial LLC | 20,338 | $383K | 0.0% | +67.1% | 0.049% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,015,382 | $19.14M | 0.0% | +4.9% | 2.449% | |
| 5/13/2025 | HighTower Advisors LLC | 117,965 | $2.22M | 0.0% | -33.2% | 0.285% | |
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| 5/9/2025 | Chicago Partners Investment Group LLC | 29,689 | $553K | 0.0% | +2.2% | 0.072% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 19,889 | $375K | 0.2% | +5.3% | 0.048% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 54,525 | $1.03M | 0.0% | +22.7% | 0.132% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 18,119 | $342K | 0.1% | -26.7% | 0.044% | |
| 5/7/2025 | LPL Financial LLC | 958,620 | $18.07M | 0.0% | -1.6% | 2.317% | |
| 5/7/2025 | Panoramic Investment Advisors LLC | 50,912 | $960K | 0.6% | +10.1% | 0.123% | |
| 5/6/2025 | Cetera Investment Advisers | 418,075 | $7.88M | 0.0% | +66.0% | 1.010% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 44,391 | $837K | 0.0% | +10.0% | 0.107% | |
| 5/5/2025 | IFP Advisors Inc | 1,620 | $31K | 0.0% | +620.0% | 0.004% | |
| 5/2/2025 | Larson Financial Group LLC | 58,014 | $1.09M | 0.1% | N/A | 0.140% | |
| 5/1/2025 | Stephens Inc. AR | 99,219 | $1.87M | 0.0% | +12.9% | 0.240% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 12,169 | $229K | 0.0% | N/A | 0.029% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,634,410 | $49.66M | 0.0% | +7.9% | 6.366% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 118,800 | $2.24M | 0.2% | +45.6% | 0.287% | |
| 4/28/2025 | Von Berge Wealth Management Group LLC | 11,835 | $215K | 0.1% | N/A | 0.029% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 62,663 | $1.18M | 0.0% | +44.5% | 0.151% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 233,941 | $4.41M | 0.0% | +9.1% | 0.565% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 25,072 | $473K | 0.0% | +96.2% | 0.061% | |
| 4/21/2025 | Marino Stram & Associates LLC | 46,515 | $877K | 0.2% | +7.2% | 0.112% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 28,420 | $536K | 0.0% | +14.7% | 0.069% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 438,955 | $8.27M | 0.0% | -5.2% | 1.061% | |
| 4/16/2025 | Goldstone Financial Group LLC | 54,322 | $1.02M | 0.2% | -17.8% | 0.131% | |
| 4/16/2025 | BTS Asset Management Inc. | 16,416 | $309K | 0.3% | N/A | 0.040% | |
| 4/15/2025 | GAMMA Investing LLC | 220,231 | $4.15M | 0.3% | +8.0% | 0.532% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,854 | $54K | 0.0% | N/A | 0.007% | |
| 4/9/2025 | Buska Wealth Management LLC | 19,235 | $363K | 0.1% | +24.2% | 0.046% | |
| 4/9/2025 | NBC Securities Inc. | 2,403 | $45K | 0.0% | +120,050.0% | 0.006% | |
| 4/9/2025 | Future Financial Wealth Managment LLC | 54,342 | $1.02M | 0.8% | -8.2% | 0.131% | |
| 4/8/2025 | Dumont & Blake Investment Advisors LLC | 137,687 | $2.60M | 0.7% | +3.3% | 0.333% | |
| 4/7/2025 | GAMMA Investing LLC | 4,151,354 | $782.53M | 0.1% | +1,935.5% | 10.030% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 462,798 | $8.87M | 0.0% | +16.6% | 1.114% | |
| 3/4/2025 | Buska Wealth Management LLC | 15,493 | $297K | 0.1% | +27.4% | 0.036% | |
| 2/28/2025 | Menard Financial Group LLC | 2,960 | $57K | 0.0% | N/A | 0.007% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 1,344 | $26K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Waverly Advisors LLC | 13,940 | $267K | 0.0% | -4.2% | 0.035% | |
| 2/17/2025 | Royal Bank of Canada | 2,081,260 | $39.88M | 0.0% | +7.5% | 5.215% | |
| 2/17/2025 | Gotham Asset Management LLC | 15,912 | $305K | 0.0% | N/A | 0.040% | |
| 2/17/2025 | CoreCap Advisors LLC | 7,415 | $142K | 0.0% | -9.4% | 0.019% | |
| 2/17/2025 | Cetera Investment Advisers | 251,864 | $4.83M | 0.0% | +11.2% | 0.631% | |
| 2/17/2025 | Baird Financial Group Inc. | 480,288 | $9.20M | 0.0% | +2.4% | 1.203% | |
| 2/17/2025 | Beck Bode LLC | 52,024 | $997K | 0.2% | -32.8% | 0.130% | |
| 2/17/2025 | Bank of America Corp DE | 919,381 | $17.62M | 0.0% | -0.6% | 2.304% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,661,564 | $31.84M | 0.0% | -4.0% | 4.163% | |
| 2/14/2025 | Jane Street Group LLC | 14,247 | $273K | 0.0% | N/A | 0.036% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 23,288 | $446K | 0.0% | -16.4% | 0.058% | |
| 2/14/2025 | MML Investors Services LLC | 188,552 | $3.61M | 0.0% | +2.0% | 0.472% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 43,153 | $855K | 0.0% | -18.1% | 0.108% | |
| 2/13/2025 | NewEdge Advisors LLC | 36,638 | $702K | 0.0% | -4.7% | 0.092% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 102,298 | $1.96M | 0.0% | -1.9% | 0.256% | |
| 2/13/2025 | Raymond James Financial Inc. | 968,208 | $18.55M | 0.0% | N/A | 2.426% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,440,952 | $46.77M | 0.0% | +6.4% | 6.116% | |
| 2/13/2025 | Wells Fargo & Company MN | 2,239,562 | $42.91M | 0.0% | +8.4% | 5.612% | |
| 2/12/2025 | Summit Financial LLC | 12,172 | $233K | 0.0% | N/A | 0.030% | |
| 2/12/2025 | JPMorgan Chase & Co. | 11,590 | $222K | 0.0% | +2,475.6% | 0.029% | |
| 2/11/2025 | LPL Financial LLC | 974,442 | $18.67M | 0.0% | +1.4% | 2.442% | |
| 2/11/2025 | Sykon Capital LLC | 204,742 | $3.92M | 1.4% | +41.9% | 0.513% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 4,462 | $85K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 12,782 | $245K | 0.0% | +20.7% | 0.032% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 451,201 | $8.65M | 0.0% | -2.2% | 1.131% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 40,343 | $773K | 0.0% | +85.4% | 0.101% | |
| 2/7/2025 | HighTower Advisors LLC | 176,715 | $3.39M | 0.0% | -10.3% | 0.443% | |
| 2/7/2025 | Endowment Wealth Management Inc. | 18,895 | $362K | 0.2% | +6.1% | 0.047% | |
| 2/7/2025 | Independent Advisor Alliance | 625,241 | $11.98M | 0.2% | N/A | 1.567% | |
| 2/6/2025 | Raymond James Financial Inc. | 968,208 | $18.55M | 0.0% | N/A | 2.426% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 43,374 | $831K | 0.0% | +8.8% | 0.109% | |
| 2/4/2025 | WealthShield Partners LLC | 58,468 | $1.12M | 0.2% | -7.8% | 0.146% | |
| 2/3/2025 | Private Advisor Group LLC | 25,949 | $497K | 0.0% | -4.6% | 0.065% | |
| 2/3/2025 | Pasadena Private Wealth LLC | 24,712 | $473K | 0.1% | -12.1% | 0.062% | |
| 1/31/2025 | Truist Financial Corp | 86,334 | $1.65M | 0.0% | -11.3% | 0.216% | |
| 1/30/2025 | Adell Harriman & Carpenter Inc. | 81,600 | $1.56M | 0.1% | +99.5% | 0.204% | |
| 1/28/2025 | Compass Financial Services Inc | 20,072 | $385K | 0.2% | N/A | 0.050% | |
| 1/28/2025 | Stephens Inc. AR | 87,845 | $1.68M | 0.0% | +7.7% | 0.220% | |
| 1/28/2025 | Apollon Wealth Management LLC | 43,633 | $836K | 0.0% | +16.4% | 0.109% | |
| 1/28/2025 | Mezzasalma Advisors LLC | 10,830 | $207K | 0.1% | N/A | 0.027% | |
| 1/27/2025 | Money Concepts Capital Corp | 11,847 | $227K | 0.0% | +8.9% | 0.030% | |
| 1/24/2025 | Panoramic Investment Advisors LLC | 46,254 | $886K | 0.6% | +36.3% | 0.116% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 8,318 | $159K | 0.0% | -7.1% | 0.021% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 29,046 | $562K | 0.0% | +13.1% | 0.073% | |
| 1/23/2025 | Dumont & Blake Investment Advisors LLC | 133,322 | $2.55M | 0.7% | -3.5% | 0.334% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 4,482 | $86K | 0.0% | -36.9% | 0.011% | |
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| 1/21/2025 | Geneos Wealth Management Inc. | 43,026 | $824K | 0.0% | +5.4% | 0.108% | |
| 1/15/2025 | Merit Financial Group LLC | 85,320 | $1.64M | 0.0% | -10.9% | 0.214% | |
| 1/15/2025 | Goldstone Financial Group LLC | 66,122 | $1.27M | 0.2% | +8.3% | 0.166% | |
| 1/13/2025 | Future Financial Wealth Managment LLC | 59,222 | $1.14M | 0.8% | -16.6% | 0.148% | |
| 1/3/2025 | GAMMA Investing LLC | 203,948 | $3.91M | 0.3% | +52.9% | 0.511% | |
| 11/15/2024 | MML Investors Services LLC | 184,860 | $3.64M | 0.0% | +30.4% | 0.463% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 56,236 | $1.11M | 0.0% | -6.3% | 0.141% | |
| 11/15/2024 | HighTower Advisors LLC | 197,015 | $3.88M | 0.0% | -2.0% | 0.494% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 104,252 | $2.06M | 0.0% | +34.1% | 0.261% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 49,556 | $977K | 0.0% | +157.9% | 0.124% | |
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