| 5/20/2025 | Integrity Alliance LLC. | 3,156 | $360K | 0.0% | N/A | 0.152% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,679 | $990K | 0.0% | +393.7% | 0.417% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 12,850 | $1.47M | 0.0% | +34.3% | 0.618% | |
| 5/15/2025 | Royal Bank of Canada | 49,175 | $5.61M | 0.0% | +10.4% | 2.364% | |
| 5/13/2025 | Raymond James Financial Inc. | 37,735 | $4.31M | 0.0% | -53.1% | 1.814% | |
| 5/8/2025 | Harbour Investments Inc. | 5,972 | $682K | 0.0% | -8.3% | 0.284% | |
| 5/8/2025 | Arkadios Wealth Advisors | 3,670 | $419K | 0.0% | +5.1% | 0.175% | |
| 5/7/2025 | LPL Financial LLC | 92,560 | $10.56M | 0.0% | -10.0% | 4.408% | |
| 5/6/2025 | Cetera Investment Advisers | 3,488 | $398K | 0.0% | -22.4% | 0.166% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 16,360 | $1.87M | 0.0% | -68.1% | 0.779% | |
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| 5/5/2025 | Private Advisor Group LLC | 6,739 | $769K | 0.0% | -26.7% | 0.321% | |
| 5/1/2025 | Fifth Third Securities Inc. | 21,277 | $2.43M | 0.2% | +3.7% | 1.013% | |
| 4/30/2025 | Greenleaf Trust | 3,055 | $349K | 0.0% | +67.4% | 0.145% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 4,135 | $472K | 0.0% | -9.4% | 0.197% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 65,852 | $7.52M | 0.4% | +11.2% | 3.136% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 15,085 | $1.72M | 0.0% | +4.8% | 0.718% | |
| 4/25/2025 | Unified Investment Management | 2,184 | $249K | 0.3% | N/A | 0.104% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,565 | $2.58M | 0.0% | -3.8% | 1.075% | |
| 4/22/2025 | Dale Q Rice Investment Management Ltd | 8,998 | $1.03M | 0.5% | -1.3% | 0.428% | |
| 4/15/2025 | Focus Financial Network Inc. | 8,509 | $971K | 0.0% | +1.8% | 0.399% | |
| 4/10/2025 | Matrix Trust Co | 1,205 | $138K | 0.0% | +46.1% | 0.057% | |
| 2/25/2025 | Heck Capital Advisors LLC | 1,490 | $181K | 0.0% | N/A | 0.068% | |
| 2/18/2025 | GTS Securities LLC | 2,363 | $287K | 0.0% | N/A | 0.087% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 9,569 | $1.16M | 0.0% | -12.7% | 0.353% | |
| 2/17/2025 | Waverly Advisors LLC | 3,157 | $383K | 0.0% | N/A | 0.116% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,049 | $127K | 0.0% | +25.9% | 0.039% | |
| 2/17/2025 | Cetera Investment Advisers | 4,495 | $545K | 0.0% | +11.3% | 0.166% | |
| 2/17/2025 | Citadel Advisors LLC | 6,010 | $729K | 0.0% | +16.1% | 0.222% | |
| 2/17/2025 | Bank of America Corp DE | 42,046 | $5.10M | 0.0% | -34.7% | 1.552% | |
| 2/17/2025 | Ameriprise Financial Inc. | 10,344 | $1.26M | 0.0% | +19.5% | 0.382% | |
| 2/14/2025 | Stifel Financial Corp | 20,897 | $2.54M | 0.0% | -3.4% | 0.771% | |
| 2/14/2025 | MML Investors Services LLC | 12,323 | $1.50M | 0.0% | -1.9% | 0.455% | |
| 2/13/2025 | Capital Square LLC | 9,609 | $1.23M | 0.7% | +8.6% | 0.355% | |
| 2/13/2025 | Scotia Capital Inc. | 2,628 | $319K | 0.0% | N/A | 0.097% | |
| 2/13/2025 | Advisory Services Network LLC | 4,943 | $600K | 0.0% | N/A | 0.182% | |
| 2/13/2025 | Bank of Nova Scotia | 2,615 | $317K | 0.0% | N/A | 0.096% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,394 | $1.75M | 0.0% | -9.6% | 0.531% | |
| 2/13/2025 | Wells Fargo & Company MN | 13,178 | $1.60M | 0.0% | +38.4% | 0.486% | |
| 2/12/2025 | OLD Mission Capital LLC | 3,880 | $471K | 0.0% | -33.7% | 0.143% | |
| 2/11/2025 | LPL Financial LLC | 102,860 | $12.48M | 0.0% | +4.1% | 3.796% | |
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| 2/10/2025 | Valued Retirements Inc. | 4,043 | $490K | 0.7% | +9.1% | 0.149% | |
| 2/10/2025 | Harbour Investments Inc. | 6,511 | $790K | 0.0% | +23.2% | 0.240% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 73,682 | $8.94M | 0.0% | +4.8% | 2.719% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 51,360 | $6.23M | 0.0% | +6.3% | 1.895% | |
| 2/7/2025 | Independent Advisor Alliance | 1,750 | $212K | 0.0% | N/A | 0.065% | |
| 2/6/2025 | Raymond James Financial Inc. | 80,446 | $9.76M | 0.0% | N/A | 2.968% | |
| 2/6/2025 | Assetmark Inc. | 972 | $118K | 0.0% | +458.6% | 0.036% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,758 | $213K | 0.0% | +79.8% | 0.065% | |
| 2/3/2025 | Private Advisor Group LLC | 9,198 | $1.12M | 0.0% | -4.9% | 0.339% | |
| 1/31/2025 | Sanctuary Advisors LLC | 39,050 | $5.02M | 0.0% | +0.3% | 1.441% | |
| 1/30/2025 | Principal Securities Inc. | 1,384 | $168K | 0.0% | +13.9% | 0.051% | |
| 1/29/2025 | Focus Financial Network Inc. | 8,358 | $1.01M | 0.0% | +7.4% | 0.308% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 59,200 | $7.18M | 0.3% | +7.0% | 2.185% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 4,564 | $554K | 0.0% | -3.7% | 0.168% | |
| 1/24/2025 | S.A. Mason LLC | 2,820 | $342K | 0.2% | -4.9% | 0.104% | |
| 1/23/2025 | Heck Capital Advisors LLC | 1,490 | $181K | 0.0% | N/A | 0.055% | |
| 1/23/2025 | Fifth Third Securities Inc. | 20,518 | $2.49M | 0.2% | +15.5% | 0.757% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 10,774 | $1.31M | 0.4% | -14.8% | 0.398% | |
| 1/15/2025 | Arkadios Wealth Advisors | 3,493 | $424K | 0.0% | +12.7% | 0.129% | |
| 1/13/2025 | Dale Q Rice Investment Management Ltd | 9,114 | $1.11M | 0.5% | N/A | 0.336% | |
| 1/13/2025 | Matrix Trust Co | 825 | $100K | 0.0% | +565.3% | 0.030% | |
| 11/25/2024 | Sanctuary Advisors LLC | 38,936 | $5.02M | 0.0% | +2.9% | 1.437% | |
| 11/15/2024 | Valued Retirements Inc. | 3,707 | $439K | 0.6% | N/A | 0.137% | |
| 11/15/2024 | MML Investors Services LLC | 12,557 | $1.49M | 0.0% | -9.7% | 0.463% | |
| 11/13/2024 | FMR LLC | 806 | $95K | 0.0% | +21.9% | 0.030% | |
| 11/13/2024 | Capital Square LLC | 8,851 | $1.05M | 0.6% | -18.6% | 0.327% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 3,765 | $446K | 0.0% | N/A | 0.139% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 3,499 | $414K | 0.0% | -3.3% | 0.129% | |
| 11/5/2024 | Harbour Investments Inc. | 5,286 | $626K | 0.0% | +3.7% | 0.195% | |
| 10/28/2024 | Focus Financial Network Inc. | 7,784 | $922K | 0.0% | +2.8% | 0.287% | |
| 10/18/2024 | Raymond James & Associates | 60,936 | $7.22M | 0.0% | -32.3% | 2.249% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 55,334 | $6.55M | 0.3% | +2.8% | 2.042% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 12,647 | $1.50M | 0.5% | +2.3% | 0.467% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 251 | $30K | 0.0% | -94.9% | 0.009% | |
| 9/5/2024 | Sanctuary Advisors LLC | 37,835 | $4.23M | 0.0% | N/A | 1.396% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 249 | $28K | 0.0% | -57.7% | 0.009% | |
| 8/16/2024 | Creative Planning | 3,557 | $397K | 0.0% | N/A | 0.131% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 16,439 | $1.84M | 0.0% | +37.7% | 0.607% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 2,520 | $281K | 0.0% | +20.8% | 0.093% | |
| 8/6/2024 | Custom Index Systems LLC | 16,533 | $1.85M | 1.1% | -0.9% | 0.610% | |
| 8/5/2024 | Private Advisor Group LLC | 9,620 | $1.08M | 0.0% | -54.3% | 0.355% | |
| 8/2/2024 | Capital Square LLC | 10,871 | $1.26M | 0.8% | -1.3% | 0.401% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 65,643 | $7.33M | 0.0% | +9.7% | 2.422% | |
| 7/29/2024 | Arkadios Wealth Advisors | 3,051 | $341K | 0.0% | N/A | 0.113% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,627 | $2.86M | 0.0% | -20.1% | 0.946% | |
| 7/25/2024 | Systelligence LLC | 78,995 | $8.83M | 2.3% | +0.2% | 2.915% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 4,898 | $547K | 0.0% | +5.5% | 0.181% | |
| 7/22/2024 | Focus Financial Network Inc. | 7,570 | $886K | 0.0% | -4.9% | 0.279% | |
| 7/19/2024 | Raymond James & Associates | 90,022 | $10.06M | 0.0% | +10.7% | 3.322% | |
| 7/19/2024 | Well Done LLC | 4,290 | $479K | 0.1% | -6.0% | 0.158% | |
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| 7/15/2024 | Fifth Third Securities Inc. | 18,198 | $2.03M | 0.2% | N/A | 0.672% | |
| 7/12/2024 | Twelve Points Wealth Management LLC | 12,360 | $1.38M | 0.5% | +2.4% | 0.456% | |
| 7/10/2024 | CWM LLC | 386 | $43K | 0.0% | -45.9% | 0.014% | |
| 5/24/2024 | Cetera Advisors LLC | 2,864 | $342K | 0.0% | +32.8% | 0.106% | |
| 5/14/2024 | CreativeOne Wealth LLC | 3,432 | $409K | 0.0% | N/A | 0.127% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 46,110 | $5.50M | 0.0% | N/A | 1.701% | |
| 5/7/2024 | Capital Square LLC | 11,019 | $1.31M | 0.9% | N/A | 0.407% | |
| 5/6/2024 | VitalStone Financial LLC | 895 | $107K | 0.1% | -48.8% | 0.033% | |
| 5/4/2024 | 9258 Wealth Management LLC | 2,819 | $336K | 0.1% | N/A | 0.104% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 4,642 | $554K | 0.0% | -24.9% | 0.171% | |
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