| 8/1/2025 | Envestnet Asset Management Inc. | 6,184 | $471K | 0.0% | +13.4% | 0.148% | |
| 7/30/2025 | Strategic Blueprint LLC | 6,557 | $499K | 0.0% | -34.1% | 0.157% | |
| 7/29/2025 | Ballast Inc. | 80,446 | $6.12M | 2.5% | N/A | 1.929% | |
| 7/29/2025 | Private Trust Co. NA | 3,293 | $251K | 0.0% | -51.9% | 0.079% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 5,176 | $394K | 0.4% | N/A | 0.124% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,515 | $268K | 0.0% | -4.1% | 0.084% | |
| 7/24/2025 | Live Oak Investment Partners | 22,138 | $1.69M | 1.3% | +8.9% | 0.531% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,317 | $329K | 0.0% | -11.5% | 0.104% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 42,176 | $3.21M | 1.7% | +6.4% | 1.011% | |
| 7/18/2025 | Truist Financial Corp | 8,617 | $656K | 0.0% | +8.1% | 0.207% | |
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| 7/17/2025 | Walker Asset Management LLC | 18,638 | $1.42M | 0.8% | +0.9% | 0.448% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 37,396 | $2.86M | 0.4% | -0.9% | 0.899% | |
| 7/15/2025 | McAdam LLC | 2,718 | $207K | 0.0% | N/A | 0.065% | |
| 7/11/2025 | Farther Finance Advisors LLC | 53,623 | $4.08M | 0.1% | +4.1% | 1.289% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 7,746 | $590K | 0.0% | +5.2% | 0.186% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 93,885 | $7.29M | 0.0% | +4.0% | 2.257% | |
| 7/10/2025 | Focus Financial Network Inc. | 19,637 | $1.50M | 0.1% | -1.5% | 0.472% | |
| 7/8/2025 | Davis Investment Partners LLC | 74,235 | $5.69M | 2.0% | -2.2% | 1.784% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,468 | $469K | 0.0% | -8.5% | 0.153% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,775 | $129K | 0.0% | -74.1% | 0.042% | |
| 5/16/2025 | NewEdge Advisors LLC | 135,740 | $9.85M | 0.1% | +13.7% | 3.186% | |
| 5/15/2025 | Royal Bank of Canada | 16,715 | $1.21M | 0.0% | +3.2% | 0.392% | |
| 5/15/2025 | MAI Capital Management | 10,163 | $737K | 0.0% | -3.4% | 0.239% | |
| 5/14/2025 | Freedom Investment Management Inc. | 7,759 | $563K | 0.0% | -9.9% | 0.182% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 40,818 | $2.96M | 0.1% | -24.9% | 0.958% | |
| 5/12/2025 | Berger Financial Group Inc | 6,688 | $485K | 0.0% | -5.9% | 0.157% | |
| 5/12/2025 | National Bank of Canada FI | 13,661 | $992K | 0.0% | +68.7% | 0.321% | |
| 5/12/2025 | AlphaCore Capital LLC | 848 | $62K | 0.0% | N/A | 0.020% | |
| 5/8/2025 | Harbour Investments Inc. | 16,676 | $1.21M | 0.0% | -1.6% | 0.391% | |
| 5/7/2025 | LPL Financial LLC | 90,679 | $6.58M | 0.0% | -29.3% | 2.129% | |
| 5/6/2025 | Cetera Investment Advisers | 72,253 | $5.24M | 0.0% | +1.3% | 1.696% | |
| 5/5/2025 | Private Advisor Group LLC | 36,495 | $2.65M | 0.0% | -4.4% | 0.857% | |
| 5/2/2025 | Allen Capital Group LLC | 54,258 | $3.94M | 0.4% | -0.7% | 1.274% | |
| 4/30/2025 | Joseph Group Capital Management | 102,627 | $7.44M | 2.8% | -0.2% | 2.409% | |
| 4/29/2025 | Strategic Blueprint LLC | 9,957 | $722K | 0.0% | -6.7% | 0.234% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,365 | $527K | 0.0% | N/A | 0.173% | |
| 4/23/2025 | Live Oak Investment Partners | 20,334 | $1.48M | 1.2% | -1.8% | 0.475% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 39,655 | $2.88M | 1.6% | -1.5% | 0.927% | |
| 4/22/2025 | PFG Investments LLC | 4,141 | $300K | 0.0% | -18.7% | 0.097% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,666 | $266K | 0.0% | -28.0% | 0.086% | |
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| 4/21/2025 | Friedenthal Financial | 8,398 | $609K | 0.4% | -13.7% | 0.196% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 37,741 | $2.49M | 0.4% | +0.6% | 0.882% | |
| 4/17/2025 | Pacific Sun Financial Corp | 12,090 | $877K | 0.5% | -1.7% | 0.282% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 90,315 | $6.55M | 0.0% | +3,138.3% | 2.110% | |
| 4/15/2025 | Davis Investment Partners LLC | 75,918 | $5.15M | 2.2% | +0.7% | 1.774% | |
| 4/15/2025 | ForthRight Wealth Management LLC | 31,678 | $2.30M | 0.8% | -2.0% | 0.740% | |
| 4/15/2025 | Focus Financial Network Inc. | 19,937 | $1.45M | 0.1% | -13.4% | 0.466% | |
| 4/15/2025 | CX Institutional | 15,391 | $1.12M | 0.0% | N/A | 0.360% | |
| 4/14/2025 | Farther Finance Advisors LLC | 51,534 | $3.74M | 0.1% | N/A | 1.204% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 7,134 | $517K | 0.1% | -3.3% | 0.167% | |
| 4/11/2025 | Sandbox Financial Partners LLC | 21,401 | $1.55M | 0.5% | +2.8% | 0.500% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,789 | $202K | 0.0% | N/A | 0.065% | |
| 2/18/2025 | Sunbelt Securities Inc. | 17,324 | $1.25M | 0.1% | +23.4% | 0.404% | |
| 2/17/2025 | CoreCap Advisors LLC | 357 | $26K | 0.0% | N/A | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 71,325 | $5.16M | 0.0% | -5.7% | 1.663% | |
| 2/17/2025 | Citadel Advisors LLC | 4,427 | $320K | 0.0% | +25.1% | 0.103% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 40,807 | $2.95M | 0.1% | N/A | 0.951% | |
| 2/17/2025 | Bank of America Corp DE | 257,298 | $18.62M | 0.0% | +6.5% | 5.998% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,414 | $247K | 0.0% | -5.2% | 0.080% | |
| 2/14/2025 | Lido Advisors LLC | 15,644 | $1.13M | 0.0% | +20.0% | 0.365% | |
| 2/14/2025 | Berger Financial Group Inc | 7,106 | $514K | 0.0% | -7.4% | 0.166% | |
| 2/14/2025 | MGO One Seven LLC | 5,890 | $426K | 0.0% | -5.1% | 0.137% | |
| 2/14/2025 | Stifel Financial Corp | 19,007 | $1.38M | 0.0% | +9.5% | 0.443% | |
| 2/14/2025 | Freedom Investment Management Inc. | 8,612 | $623K | 0.1% | -15.1% | 0.201% | |
| 2/13/2025 | NewEdge Advisors LLC | 119,353 | $8.64M | 0.1% | +2.5% | 2.782% | |
| 2/13/2025 | FRG Family Wealth Advisors LLC | 19,005 | $1.38M | 0.2% | -1.9% | 0.443% | |
| 2/13/2025 | Raymond James Financial Inc. | 18,824 | $1.36M | 0.0% | N/A | 0.439% | |
| 2/13/2025 | Bank of Montreal Can | 1,050 | $76K | 0.0% | +89.2% | 0.024% | |
| 2/13/2025 | Wells Fargo & Company MN | 36,375 | $2.63M | 0.0% | +1.9% | 0.848% | |
| 2/12/2025 | National Bank of Canada FI | 8,098 | $586K | 0.0% | +70.3% | 0.189% | |
| 2/12/2025 | Joseph Group Capital Management | 102,788 | $7.44M | 2.9% | -3.1% | 2.396% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 15,822 | $1.15M | 0.1% | N/A | 0.369% | |
| 2/11/2025 | LPL Financial LLC | 128,258 | $9.28M | 0.0% | +12.8% | 2.990% | |
| 2/10/2025 | Harbour Investments Inc. | 16,949 | $1.23M | 0.0% | -1.9% | 0.395% | |
| 2/10/2025 | Corient Private Wealth LLC | 6,716 | $486K | 0.0% | -17.4% | 0.157% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,090 | $368K | 0.0% | N/A | 0.119% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 12,392 | $897K | 0.0% | +20.6% | 0.289% | |
| 2/10/2025 | Wintrust Investments LLC | 408 | $29K | 0.0% | -77.9% | 0.010% | |
| 2/6/2025 | Raymond James Financial Inc. | 18,824 | $1.36M | 0.0% | N/A | 0.439% | |
| 2/6/2025 | Promus Capital LLC | 2,028 | $147K | 0.1% | N/A | 0.047% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,849 | $496K | 0.0% | +221.9% | 0.160% | |
| 2/3/2025 | Private Advisor Group LLC | 38,182 | $2.76M | 0.0% | -4.9% | 0.890% | |
| 1/31/2025 | Truist Financial Corp | 8,163 | $591K | 0.0% | N/A | 0.190% | |
| 1/29/2025 | Focus Financial Network Inc. | 23,033 | $1.67M | 0.1% | -15.1% | 0.537% | |
| 1/24/2025 | Yoder Wealth Management Inc. | 40,243 | $2.91M | 1.6% | +1.8% | 0.938% | |
| 1/23/2025 | Dumont & Blake Investment Advisors LLC | 12,762 | $924K | 0.2% | -1.4% | 0.297% | |
| 1/23/2025 | Allen Capital Group LLC | 54,658 | $3.96M | 0.5% | -2.5% | 1.274% | |
| 1/22/2025 | Joseph P. Lucia & Associates LLC | 81,395 | $5.89M | 2.6% | -0.9% | 1.897% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 37,501 | $2.71M | 0.4% | -3.7% | 0.874% | |
| 1/17/2025 | ForthRight Wealth Management LLC | 32,314 | $2.34M | 0.8% | -10.7% | 0.753% | |
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| 1/15/2025 | Sandbox Financial Partners LLC | 20,818 | $1.51M | 0.5% | +10.8% | 0.485% | |
| 1/15/2025 | Walker Asset Management LLC | 18,607 | $1.35M | 0.8% | -4.0% | 0.434% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 4,749 | $344K | 0.0% | +20.3% | 0.111% | |
| 1/15/2025 | Empirical Asset Management LLC | 7,704 | $558K | 0.0% | -3.4% | 0.180% | |
| 1/14/2025 | Sebold Capital Management Inc. | 5,865 | $424K | 0.3% | -3.8% | 0.137% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 52,846 | $3.82M | 0.9% | -7.6% | 1.232% | |
| 1/14/2025 | SeaCrest Wealth Management LLC | 7,374 | $534K | 0.1% | +2.1% | 0.172% | |
| 1/13/2025 | Davis Investment Partners LLC | 75,381 | $5.32M | 2.2% | +0.7% | 1.757% | |
| 1/10/2025 | ORG Partners LLC | 648 | $47K | 0.0% | N/A | 0.015% | |
| 11/25/2024 | Sanctuary Advisors LLC | 3,306 | $228K | 0.0% | N/A | 0.077% | |
