| 5/21/2025 | Geneos Wealth Management Inc. | 17,996 | $1.25M | 0.0% | +1.4% | 0.283% | |
| 5/20/2025 | Integrity Alliance LLC. | 3,174 | $221K | 0.0% | N/A | 0.050% | |
| 5/20/2025 | Anchor Investment Management LLC | 565 | $39K | 0.0% | -20.8% | 0.009% | |
| 5/19/2025 | Advisory Alpha LLC | 9,861 | $687K | 0.0% | +4.1% | 0.155% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 11,808 | $822K | 0.0% | +16.3% | 0.191% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 30,608 | $2.13M | 0.0% | N/A | 0.494% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,596 | $615K | 0.0% | +139.2% | 0.139% | |
| 5/16/2025 | NewEdge Advisors LLC | 69,896 | $4.87M | 0.0% | +40.9% | 1.129% | |
| 5/15/2025 | Royal Bank of Canada | 8,084 | $563K | 0.0% | +50.2% | 0.131% | |
| 5/15/2025 | Baird Financial Group Inc. | 16,671 | $1.16M | 0.0% | -5.5% | 0.269% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,764 | $123K | 0.0% | +18.9% | 0.028% | |
| 5/14/2025 | Kestra Advisory Services LLC | 86,298 | $6.01M | 0.0% | +12.1% | 1.394% | |
| 5/13/2025 | Raymond James Financial Inc. | 104,551 | $7.28M | 0.0% | -1.8% | 1.689% | |
| 5/13/2025 | HighTower Advisors LLC | 7,959 | $554K | 0.0% | +47.1% | 0.129% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,211 | $574K | 0.0% | N/A | 0.133% | |
| 5/12/2025 | Berger Financial Group Inc | 9,668 | $673K | 0.0% | -11.2% | 0.156% | |
| 5/12/2025 | National Bank of Canada FI | 479 | $33K | 0.0% | -27.5% | 0.008% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 187,643 | $13.07M | 0.2% | -0.5% | 3.031% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 1,500 | $104K | 0.0% | N/A | 0.024% | |
| 5/7/2025 | LPL Financial LLC | 375,108 | $26.13M | 0.0% | -1.4% | 6.060% | |
| 5/6/2025 | Cetera Investment Advisers | 19,580 | $1.36M | 0.0% | -10.7% | 0.316% | |
| 5/5/2025 | IFP Advisors Inc | 800 | $56K | 0.0% | -44.7% | 0.013% | |
| 5/5/2025 | Private Advisor Group LLC | 16,624 | $1.16M | 0.0% | +12.3% | 0.269% | |
| 5/2/2025 | Allen Capital Group LLC | 3,966 | $276K | 0.0% | -4.8% | 0.064% | |
| 5/2/2025 | Dakota Wealth Management | 78,931 | $5.50M | 0.1% | -1.3% | 1.275% | |
| 5/2/2025 | Sigma Planning Corp | 3,136 | $218K | 0.0% | -5.1% | 0.051% | |
| 5/1/2025 | Stephens Inc. AR | 11,623 | $810K | 0.0% | N/A | 0.188% | |
| 4/30/2025 | Liberty One Investment Management LLC | 38,707 | $2.70M | 0.3% | -2.2% | 0.625% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 22,910 | $1.60M | 0.0% | +1.4% | 0.370% | |
| 4/25/2025 | Uniting Wealth Partners LLC | 133,839 | $9.32M | 4.7% | -0.5% | 2.261% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 84,270 | $5.87M | 0.0% | +0.6% | 1.423% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 45,653 | $3.06M | 1.3% | +1.5% | 0.771% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,964 | $346K | 0.0% | N/A | 0.084% | |
| 4/21/2025 | Friedenthal Financial | 39,360 | $2.74M | 1.6% | -1.4% | 0.665% | |
| 4/17/2025 | Pacific Sun Financial Corp | 12,516 | $872K | 0.5% | -2.1% | 0.211% | |
| 4/17/2025 | MFA Wealth Services | 19,328 | $1.35M | 1.1% | -9.7% | 0.326% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 103,957 | $7.24M | 0.0% | +1.8% | 1.756% | |
| 4/15/2025 | CX Institutional | 3,207 | $223K | 0.0% | N/A | 0.054% | |
| 4/14/2025 | Farther Finance Advisors LLC | 19,784 | $1.38M | 0.0% | +2,222.1% | 0.334% | |
| 3/24/2025 | Fulcrum Equity Management | 10,627 | $699K | 0.7% | N/A | 0.191% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 102,120 | $6.71M | 0.0% | +3.6% | 1.888% | |
| 2/17/2025 | Waverly Advisors LLC | 13,580 | $893K | 0.0% | +17.3% | 0.309% | |
| 2/17/2025 | Studio Investment Management LLC | 35,879 | $2.36M | 0.5% | +34.3% | 0.815% | |
| 2/17/2025 | Main Street Group LTD | 452 | $30K | 0.0% | -28.3% | 0.010% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 12,946 | $851K | 0.0% | N/A | 0.294% | |
| 2/17/2025 | Baird Financial Group Inc. | 17,642 | $1.16M | 0.0% | -32.6% | 0.401% | |
| 2/17/2025 | Bank of America Corp DE | 63,944 | $4.20M | 0.0% | +2.5% | 1.453% | |
| 2/17/2025 | Ameriprise Financial Inc. | 31,379 | $2.06M | 0.0% | +31.1% | 0.713% | |
| 2/14/2025 | Jane Street Group LLC | 6,517 | $428K | 0.0% | N/A | 0.148% | |
| 2/14/2025 | Comerica Bank | 1,113 | $73K | 0.0% | -47.3% | 0.025% | |
| 2/14/2025 | Lido Advisors LLC | 6,536 | $430K | 0.0% | +15.3% | 0.149% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 24,879 | $1.64M | 1.1% | N/A | 0.565% | |
| 2/14/2025 | Stifel Financial Corp | 20,860 | $1.37M | 0.0% | -8.2% | 0.474% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 2,639 | $173K | 0.0% | N/A | 0.060% | |
| 2/13/2025 | NewEdge Advisors LLC | 49,607 | $3.26M | 0.0% | +15.6% | 1.127% | |
| 2/13/2025 | Anchor Investment Management LLC | 713 | $47K | 0.0% | +26.9% | 0.016% | |
| 2/13/2025 | Scotia Capital Inc. | 7,719 | $507K | 0.0% | -20.4% | 0.175% | |
| 2/13/2025 | Raymond James Financial Inc. | 106,507 | $7.00M | 0.0% | N/A | 2.421% | |
| 2/13/2025 | Advisory Services Network LLC | 75,572 | $4.97M | 0.1% | +73.8% | 1.718% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 22,603 | $1.49M | 0.0% | +14.8% | 0.514% | |
| 2/13/2025 | Wells Fargo & Company MN | 26,046 | $1.71M | 0.0% | -6.7% | 0.592% | |
| 2/12/2025 | Uniting Wealth Partners LLC | 134,495 | $8.84M | 4.3% | N/A | 3.057% | |
| 2/12/2025 | National Bank of Canada FI | 661 | $43K | 0.0% | -32.7% | 0.015% | |
| 2/12/2025 | Sanctuary Wealth Management L.L.C. | 2,739 | $180K | 0.1% | -9.1% | 0.062% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 4,679 | $308K | 0.0% | -59.3% | 0.106% | |
| 2/11/2025 | LPL Financial LLC | 380,543 | $25.01M | 0.0% | +4.3% | 8.649% | |
| 2/10/2025 | Montis Financial LLC | 7,296 | $480K | 0.1% | N/A | 0.166% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 18,774 | $1.23M | 0.0% | +5.3% | 0.427% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,361 | $550K | 0.0% | -7.7% | 0.190% | |
| 2/10/2025 | Farther Finance Advisors LLC | 852 | $56K | 0.0% | +42.0% | 0.019% | |
| 2/7/2025 | HighTower Advisors LLC | 5,411 | $356K | 0.0% | -4.9% | 0.123% | |
| 2/7/2025 | Larson Financial Group LLC | 518 | $34K | 0.0% | +78.6% | 0.012% | |
| 2/6/2025 | Raymond James Financial Inc. | 106,507 | $7.00M | 0.0% | N/A | 2.421% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,594 | $236K | 0.0% | +126.2% | 0.082% | |
| 2/3/2025 | Sigma Planning Corp | 3,303 | $217K | 0.0% | -23.3% | 0.075% | |
| 2/3/2025 | Pacific Sun Financial Corp | 12,782 | $840K | 0.5% | -1.3% | 0.291% | |
| 2/3/2025 | Private Advisor Group LLC | 14,797 | $973K | 0.0% | -6.6% | 0.336% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,622 | $370K | 0.0% | +11,612.5% | 0.128% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 188,559 | $12.39M | 0.1% | +0.7% | 4.285% | |
| 1/31/2025 | Truist Financial Corp | 3,506 | $230K | 0.0% | N/A | 0.080% | |
| 1/30/2025 | Principal Securities Inc. | 993 | $65K | 0.0% | +257.2% | 0.023% | |
| 1/27/2025 | Jackson Wealth Management LLC | 32,463 | $2.13M | 0.2% | +1.8% | 0.738% | |
| 1/22/2025 | Denver Wealth Management Inc. | 14,210 | $934K | 0.4% | +6.4% | 0.323% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 17,750 | $1.17M | 0.0% | +7.1% | 0.403% | |
| 1/21/2025 | MFA Wealth Services | 21,414 | $1.41M | 1.1% | N/A | 0.487% | |
| 1/17/2025 | Advisory Alpha LLC | 9,470 | $622K | 0.0% | +7.9% | 0.215% | |
| 1/17/2025 | Dakota Wealth Management | 80,001 | $5.26M | 0.1% | -4.5% | 1.818% | |
| 1/16/2025 | Liberty One Investment Management LLC | 39,593 | $2.60M | 0.3% | +0.5% | 0.900% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 19,364 | $1.27M | 0.3% | -3.4% | 0.440% | |
| 1/13/2025 | Friedenthal Financial | 39,912 | $2.62M | 1.5% | -0.5% | 0.907% | |
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| 11/15/2024 | Stifel Financial Corp | 22,734 | $1.56M | 0.0% | +20.2% | 0.517% | |
| 11/15/2024 | HighTower Advisors LLC | 5,687 | $389K | 0.0% | +9.4% | 0.129% | |
| 11/13/2024 | Freedom Investment Management Inc. | 3,302 | $227K | 0.0% | -6.7% | 0.075% | |
| 11/13/2024 | FMR LLC | 781 | $54K | 0.0% | -42.1% | 0.018% | |
| 11/12/2024 | WESPAC Advisors LLC | 6,826 | $469K | 0.3% | +25.7% | 0.155% | |
| 11/12/2024 | Studio Investment Management LLC | 26,716 | $1.84M | 0.4% | +18.1% | 0.607% | |
| 11/7/2024 | Planning Directions Inc. | 2,989 | $205K | 0.1% | N/A | 0.068% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 10,102 | $694K | 0.0% | -3.1% | 0.230% | |
| 10/31/2024 | Financial Services Advisory Inc | 23,615 | $1.62M | 0.4% | N/A | 0.537% | |
| 10/29/2024 | Farther Finance Advisors LLC | 600 | $41K | 0.0% | N/A | 0.014% | |
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