| 8/7/2025 | Allworth Financial LP | 6,446 | $332K | 0.0% | +7.1% | 0.097% | |
| 8/6/2025 | Prospera Financial Services Inc | 5,696 | $293K | 0.0% | N/A | 0.085% | |
| 8/6/2025 | True Wealth Design LLC | 41,124 | $2.12M | 0.7% | -0.9% | 0.616% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 47,756 | $2.46M | 0.3% | +103.8% | 0.715% | |
| 8/4/2025 | 4J Wealth Management LLC | 178,423 | $9.18M | 6.2% | +7.9% | 2.673% | |
| 8/4/2025 | Savvy Advisors Inc. | 7,920 | $407K | 0.0% | N/A | 0.119% | |
| 8/4/2025 | World Investment Advisors | 11,248 | $578K | 0.0% | N/A | 0.169% | |
| 8/1/2025 | Alexander Labrunerie & CO. Inc. | 17,791 | $915K | 0.4% | -9.0% | 0.267% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 26,041 | $1.34M | 0.0% | +35.6% | 0.390% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 36,537 | $1.88M | 1.4% | -4.5% | 0.547% | |
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| 7/30/2025 | Castle Wealth Management LLC | 233,118 | $11.99M | 4.4% | +2.7% | 3.492% | |
| 7/30/2025 | D.A. Davidson & CO. | 5,998 | $308K | 0.0% | N/A | 0.090% | |
| 7/29/2025 | Flavin Financial Services Inc. | 50,452 | $2.60M | 2.5% | -26.1% | 0.756% | |
| 7/25/2025 | McNamara Financial Services Inc. | 27,710 | $1.43M | 0.3% | -6.1% | 0.415% | |
| 7/24/2025 | Financial Connections Group Inc. | 2,067 | $106K | 0.0% | +24.0% | 0.031% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 7,900 | $406K | 0.0% | +16.2% | 0.118% | |
| 7/23/2025 | SteelPeak Wealth LLC | 197,056 | $10.14M | 0.4% | +0.1% | 2.952% | |
| 7/22/2025 | Luken Investment Analytics LLC | 24,881 | $1.28M | 0.6% | +67.0% | 0.373% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 6,079 | $313K | 0.0% | -38.2% | 0.091% | |
| 7/21/2025 | River Street Advisors LLC | 26,200 | $1.35M | 0.6% | -29.7% | 0.393% | |
| 7/17/2025 | Fifth Third Securities Inc. | 6,395 | $329K | 0.0% | +4.4% | 0.096% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 19,757 | $1.02M | 0.3% | N/A | 0.297% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 6,755 | $347K | 0.3% | N/A | 0.102% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 25,719 | $1.32M | 0.0% | -7.3% | 0.388% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 21,770 | $1.12M | 0.0% | +13.8% | 0.329% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 416,019 | $21.42M | 2.7% | N/A | 6.376% | |
| 7/7/2025 | Centurion Wealth Management LLC | 80,276 | $4.13M | 1.2% | +1,454.5% | 1.230% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 9,251 | $472K | 0.0% | N/A | 0.142% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,728 | $445K | 0.0% | +2,809.3% | 0.152% | |
| 5/19/2025 | Jane Street Group LLC | 62,165 | $3.17M | 0.0% | N/A | 1.085% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 9,251 | $472K | 0.0% | N/A | 0.161% | |
| 5/15/2025 | Royal Bank of Canada | 4,530 | $231K | 0.0% | -92.5% | 0.079% | |
| 5/14/2025 | Kestra Advisory Services LLC | 15,632 | $798K | 0.0% | -13.2% | 0.273% | |
| 5/9/2025 | Aviso Wealth Management | 69,146 | $3.53M | 1.9% | +21.9% | 1.246% | |
| 5/6/2025 | Cetera Investment Advisers | 79,787 | $4.07M | 0.0% | +1,610.0% | 1.438% | |
| 5/5/2025 | OneAscent Financial Services LLC | 19,466 | $994K | 0.1% | N/A | 0.351% | |
| 5/5/2025 | Dahring Cusmano LLC | 12,527 | $639K | 0.6% | +34.4% | 0.226% | |
| 5/2/2025 | Hager Investment Management Services LLC | 768 | $39K | 0.0% | N/A | 0.014% | |
| 5/1/2025 | Fifth Third Securities Inc. | 6,127 | $313K | 0.0% | -13.3% | 0.110% | |
| 5/1/2025 | SteelPeak Wealth LLC | 196,790 | $10.04M | 0.4% | +28.7% | 3.546% | |
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| 4/30/2025 | Allworth Financial LP | 6,021 | $307K | 0.0% | +9.6% | 0.108% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,204 | $980K | 0.0% | -17.1% | 0.346% | |
| 4/29/2025 | 4J Wealth Management LLC | 165,396 | $8.44M | 6.7% | +12.6% | 2.980% | |
| 4/28/2025 | Castle Wealth Management LLC | 227,013 | $11.59M | 4.5% | +0.6% | 4.090% | |
| 4/28/2025 | Red Mountain Financial LLC | 12,039 | $614K | 0.7% | +106.8% | 0.217% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 23,436 | $1.20M | 0.2% | +316.6% | 0.422% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 6,796 | $347K | 0.0% | +44.5% | 0.122% | |
| 4/23/2025 | Flavin Financial Services Inc. | 68,262 | $3.48M | 3.2% | +28.3% | 1.230% | |
| 4/22/2025 | Pennsylvania Capital Management Inc. ADV | 190,739 | $9.74M | 3.6% | +16.7% | 3.437% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,385 | $1.60M | 0.0% | +96.0% | 0.565% | |
| 4/21/2025 | CPA Asset Management LLC | 12,512 | $639K | 0.3% | N/A | 0.225% | |
| 4/21/2025 | River Street Advisors LLC | 37,253 | $1.90M | 0.9% | +70.2% | 0.671% | |
| 4/21/2025 | Luken Investment Analytics LLC | 14,897 | $760K | 0.4% | +324.2% | 0.268% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 27,754 | $1.42M | 0.0% | -10.6% | 0.472% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,125 | $976K | 0.0% | +45.9% | 0.325% | |
| 4/11/2025 | Cranbrook Wealth Management LLC | 2,292 | $117K | 0.0% | -30.5% | 0.039% | |
| 4/11/2025 | McNamara Financial Services Inc. | 29,507 | $1.51M | 0.3% | N/A | 0.502% | |
| 2/17/2025 | True Wealth Design LLC | 42,363 | $2.19M | 0.8% | -6.9% | 1.569% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 40,173 | $2.08M | 0.0% | +3.2% | 1.488% | |
| 2/17/2025 | Cetera Investment Advisers | 4,666 | $241K | 0.0% | N/A | 0.173% | |
| 2/17/2025 | Bank of America Corp DE | 24,353 | $1.26M | 0.0% | N/A | 0.902% | |
| 2/14/2025 | Stifel Financial Corp | 179,759 | $9.29M | 0.0% | +116.2% | 6.658% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 23,165 | $1.20M | 0.0% | +6.8% | 0.858% | |
| 2/12/2025 | World Investment Advisors | 13,827 | $715K | 0.0% | +42.6% | 0.512% | |
| 2/12/2025 | Aviso Wealth Management | 56,705 | $2.93M | 1.5% | +28.4% | 2.100% | |
| 2/11/2025 | LPL Financial LLC | 12,586 | $651K | 0.0% | +56.6% | 0.466% | |
| 2/10/2025 | Centurion Wealth Management LLC | 5,164 | $267K | 0.1% | +26.8% | 0.191% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,767 | $1.38M | 0.0% | +43.1% | 0.991% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 13,665 | $708K | 0.7% | N/A | 0.506% | |
| 2/3/2025 | Dahring Cusmano LLC | 9,318 | $482K | 0.4% | N/A | 0.345% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 5,625 | $291K | 0.0% | -10.0% | 0.208% | |
| 1/30/2025 | Allworth Financial LP | 5,493 | $286K | 0.0% | N/A | 0.203% | |
| 1/30/2025 | Principal Securities Inc. | 7,634 | $395K | 0.0% | +47.1% | 0.283% | |
| 1/30/2025 | MidAtlantic Capital Management Inc. | 2,021 | $104K | 0.1% | +63.9% | 0.075% | |
| 1/29/2025 | Castle Wealth Management LLC | 225,592 | $11.66M | 4.6% | +6.0% | 8.355% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 4,019 | $208K | 0.0% | N/A | 0.149% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 290,759 | $15.03M | 0.0% | +4,553.6% | 10.769% | |
| 1/27/2025 | Alexander Labrunerie & CO. Inc. | 19,540 | $1.01M | 0.4% | -1.4% | 0.724% | |
| 1/27/2025 | Pennsylvania Capital Management Inc. ADV | 163,449 | $8.45M | 2.9% | N/A | 6.054% | |
| 1/24/2025 | Flavin Financial Services Inc. | 53,215 | $2.75M | 2.6% | N/A | 1.971% | |
| 1/24/2025 | River Street Advisors LLC | 21,888 | $1.13M | 0.6% | +196.8% | 0.811% | |
| 1/24/2025 | 4J Wealth Management LLC | 146,938 | $7.60M | 6.1% | +5.9% | 5.442% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 4,704 | $243K | 0.0% | N/A | 0.174% | |
| 1/23/2025 | Luken Investment Analytics LLC | 3,512 | $182K | 0.1% | N/A | 0.130% | |
| 1/23/2025 | Fifth Third Securities Inc. | 7,069 | $365K | 0.0% | +78.5% | 0.262% | |
| 1/23/2025 | OLD Second National Bank of Aurora | 1,837 | $95K | 0.0% | +58.5% | 0.068% | |
| 1/23/2025 | SteelPeak Wealth LLC | 152,953 | $7.91M | 0.3% | +112.0% | 5.665% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 31,040 | $1.60M | 0.0% | N/A | 1.150% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 9,775 | $505K | 0.0% | +3.4% | 0.362% | |
| 11/25/2024 | World Investment Advisors LLC | 9,693 | $500K | 0.0% | N/A | 0.359% | |
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| 11/15/2024 | Jane Street Group LLC | 11,498 | $594K | 0.0% | -66.6% | 0.426% | |
| 11/15/2024 | Stifel Financial Corp | 83,137 | $4.29M | 0.0% | -38.5% | 3.079% | |
| 11/15/2024 | True Wealth Design LLC | 45,492 | $2.35M | 0.9% | +17.2% | 1.685% | |
| 11/7/2024 | MidAtlantic Capital Management Inc. | 1,233 | $64K | 0.0% | N/A | 0.046% | |
| 11/7/2024 | Aviso Wealth Management | 44,152 | $2.28M | 1.2% | N/A | 1.635% | |
| 11/6/2024 | River Street Advisors LLC | 7,374 | $381K | 0.2% | +12.3% | 0.273% | |
| 10/31/2024 | Castle Wealth Management LLC | 212,867 | $10.99M | 4.4% | +9.0% | 7.884% | |
| 10/25/2024 | SteelPeak Wealth LLC | 72,137 | $3.72M | 0.2% | -1.5% | 2.672% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 13,194 | $681K | 0.0% | +3.0% | 0.489% | |
| 10/22/2024 | Alexander Labrunerie & CO. Inc. | 19,810 | $1.02M | 0.5% | N/A | 0.734% | |
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