| 5/2/2025 | Independent Wealth Network Inc. | 19,357 | $474K | 0.2% | +153.6% | 0.067% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 2,193,040 | $53.73M | 13.1% | +5.4% | 7.536% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 38,834 | $951K | 0.0% | +47.7% | 0.133% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 384,290 | $9.42M | 0.0% | +14.8% | 1.321% | |
| 4/29/2025 | Bank of New York Mellon Corp | 14,707 | $360K | 0.0% | N/A | 0.051% | |
| 4/29/2025 | Strategic Blueprint LLC | 23,407 | $573K | 0.0% | +34.8% | 0.080% | |
| 4/28/2025 | Private Trust Co. NA | 7,751 | $190K | 0.0% | +14.8% | 0.027% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 36,480 | $894K | 0.0% | +49.2% | 0.125% | |
| 4/25/2025 | Convergence Financial LLC | 46,492 | $1.14M | 0.2% | +142.0% | 0.160% | |
| 4/25/2025 | WJ Wealth Management LLC | 574,706 | $14.08M | 5.0% | -25.1% | 1.975% | |
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| 4/24/2025 | Golden State Wealth Management LLC | 580,107 | $14.21M | 2.1% | +3.2% | 1.993% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 147,596 | $3.62M | 0.3% | -3.7% | 0.507% | |
| 4/23/2025 | SFG Wealth Management LLC. | 44,761 | $1.10M | 0.5% | -15.8% | 0.154% | |
| 4/23/2025 | Western Wealth Management LLC | 49,563 | $1.21M | 0.1% | +3.0% | 0.170% | |
| 4/23/2025 | SOL Capital Management CO | 342,845 | $8.40M | 0.9% | +16.3% | 1.178% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,050,298 | $25.73M | 1.9% | +86.8% | 3.609% | |
| 4/23/2025 | Golden State Equity Partners | 220,259 | $5.40M | 1.1% | -7.5% | 0.757% | |
| 4/23/2025 | Archford Capital Strategies LLC | 284,326 | $6.97M | 1.0% | +409.7% | 0.977% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 47,410 | $1.16M | 0.6% | +258.1% | 0.163% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 11,141 | $273K | 0.0% | -19.7% | 0.038% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 98,106 | $2.40M | 0.0% | -17.4% | 0.337% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 10,750 | $244K | 0.1% | +6.7% | 0.037% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 32,831 | $804K | 0.5% | +81.4% | 0.113% | |
| 4/21/2025 | Provident Wealth Management LLC | 85,947 | $2.11M | 0.7% | -18.7% | 0.295% | |
| 4/21/2025 | United Advisor Group LLC | 16,580 | $406K | 0.1% | +4.4% | 0.057% | |
| 4/18/2025 | Wolf Group Capital Advisors | 13,548 | $332K | 0.1% | -24.7% | 0.050% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 16,226 | $398K | 0.0% | -5.6% | 0.059% | |
| 4/16/2025 | Avaii Wealth Management LLC | 25,777 | $632K | 0.3% | +14.9% | 0.094% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,787,052 | $68.28M | 0.1% | +2.2% | 10.209% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 14,090 | $345K | 0.0% | N/A | 0.052% | |
| 4/15/2025 | Fifth Third Bancorp | 1,024 | $25K | 0.0% | -50.0% | 0.004% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 115,489 | $2.83M | 0.1% | +18.2% | 0.423% | |
| 4/11/2025 | Towneley Capital Management Inc DE | 1,183,767 | $29.00M | 6.8% | +4.9% | 4.336% | |
| 4/11/2025 | Northwest Financial Advisors | 12,230 | $300K | 0.2% | -23.3% | 0.045% | |
| 4/8/2025 | Lantz Financial LLC | 97,145 | $2.38M | 0.7% | +10.2% | 0.356% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,207 | $30K | 0.0% | N/A | 0.004% | |
| 4/4/2025 | Moody National Bank Trust Division | 40,929 | $1.00M | 0.1% | +17.5% | 0.150% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,725,795 | $74.17M | 0.1% | +6.8% | 10.178% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 158,303 | $4.31M | 0.1% | -8.3% | 0.911% | |
| 2/24/2025 | United Advisor Group LLC | 15,881 | $432K | 0.1% | +18.7% | 0.091% | |
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| 2/18/2025 | GTS Securities LLC | 33,595 | $914K | 0.0% | +119.4% | 0.193% | |
| 2/18/2025 | First Heartland Consultants Inc. | 13,350 | $363K | 0.0% | -17.7% | 0.077% | |
| 2/17/2025 | Two Sigma Investments LP | 82,500 | $2.25M | 0.0% | N/A | 0.475% | |
| 2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 7,366 | $200K | 0.0% | N/A | 0.042% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 58,846 | $1.60M | 0.1% | N/A | 0.339% | |
| 2/17/2025 | Benjamin Edwards Inc. | 80,398 | $2.19M | 0.0% | -2.1% | 0.463% | |
| 2/17/2025 | Ameriprise Financial Inc. | 64,832 | $1.76M | 0.0% | N/A | 0.373% | |
| 2/14/2025 | Jane Street Group LLC | 12,202 | $332K | 0.0% | -17.4% | 0.070% | |
| 2/14/2025 | IHT Wealth Management LLC | 316,807 | $8.62M | 0.3% | +2.1% | 1.823% | |
| 2/14/2025 | MML Investors Services LLC | 145,933 | $3.97M | 0.0% | -0.5% | 0.840% | |
| 2/13/2025 | Mariner LLC | 9,113 | $248K | 0.0% | N/A | 0.052% | |
| 2/13/2025 | Synovus Financial Corp | 288,391 | $7.85M | 0.1% | +13.5% | 1.659% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 13,975 | $380K | 0.0% | N/A | 0.080% | |
| 2/13/2025 | Raymond James Financial Inc. | 759,642 | $20.67M | 0.0% | N/A | 4.371% | |
| 2/13/2025 | Waterloo Capital L.P. | 62,773 | $1.71M | 0.2% | +59.8% | 0.361% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 334,861 | $9.11M | 0.0% | +1.1% | 1.927% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 13,307 | $362K | 0.0% | N/A | 0.077% | |
| 2/12/2025 | OLD Mission Capital LLC | 19,658 | $535K | 0.0% | N/A | 0.113% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 18,103 | $493K | 0.3% | +118.1% | 0.104% | |
| 2/12/2025 | Tyler Stone Wealth Management | 41,110 | $1.12M | 0.2% | +5.7% | 0.237% | |
| 2/11/2025 | LPL Financial LLC | 3,957,397 | $107.68M | 0.0% | +12.8% | 22.770% | |
| 2/10/2025 | Harbour Investments Inc. | 15,888 | $432K | 0.0% | -6.0% | 0.091% | |
| 2/10/2025 | Corient Private Wealth LLC | 1,916,425 | $52.08M | 0.1% | +20.7% | 11.027% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 787,742 | $21.43M | 0.0% | +26.5% | 4.532% | |
| 2/7/2025 | Grant Street Asset Management Inc. | 2,080,470 | $56.61M | 14.8% | +44.2% | 11.970% | |
| 2/7/2025 | Independent Advisor Alliance | 17,074 | $465K | 0.0% | N/A | 0.098% | |
| 2/6/2025 | Raymond James Financial Inc. | 759,642 | $20.67M | 0.0% | N/A | 4.371% | |
| 2/6/2025 | Atria Investments Inc | 27,105 | $738K | 0.0% | -50.6% | 0.156% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 21,896 | $596K | 0.0% | +19.2% | 0.126% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 13,873 | $377K | 0.0% | +68.8% | 0.080% | |
| 2/5/2025 | Convergence Financial LLC | 19,210 | $523K | 0.1% | N/A | 0.111% | |
| 2/4/2025 | Provident Wealth Management LLC | 105,718 | $2.88M | 1.0% | -25.8% | 0.608% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 153,307 | $4.17M | 0.3% | -15.8% | 0.882% | |
| 2/3/2025 | Private Advisor Group LLC | 396,485 | $10.79M | 0.1% | +12.8% | 2.281% | |
| 2/3/2025 | Financial Management Network Inc. | 135,689 | $3.75M | 0.8% | +2.0% | 0.781% | |
| 1/31/2025 | Proactive Wealth Strategies LLC | 13,240 | $360K | 0.2% | N/A | 0.076% | |
| 1/31/2025 | Truist Financial Corp | 54,260 | $1.48M | 0.0% | +3.1% | 0.312% | |
| 1/31/2025 | Sanctuary Advisors LLC | 68,993 | $1.94M | 0.0% | -7.3% | 0.397% | |
| 1/29/2025 | Towneley Capital Management Inc DE | 1,128,557 | $30.71M | 7.3% | -0.6% | 6.493% | |
| 1/28/2025 | Joel Isaacson & Co. LLC | 24,445 | $665K | 0.0% | +32.3% | 0.141% | |
| 1/28/2025 | Golden State Wealth Management LLC | 562,345 | $15.30M | 2.3% | N/A | 3.236% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 26,285 | $715K | 0.0% | +14.1% | 0.151% | |
| 1/24/2025 | WJ Wealth Management LLC | 766,862 | $20.87M | 7.2% | -0.4% | 4.412% | |
| 1/24/2025 | Leisure Capital Management | 397,871 | $10.83M | 4.2% | +4.4% | 2.289% | |
| 1/24/2025 | Golden State Equity Partners | 238,022 | $6.48M | 1.2% | -40.8% | 1.370% | |
| 1/24/2025 | Bluesphere Advisors LLC | 9,462 | $257K | 0.1% | -43.0% | 0.054% | |
| 1/23/2025 | SOL Capital Management CO | 294,752 | $8.02M | 0.9% | +54.7% | 1.696% | |
| 1/23/2025 | Strategic Blueprint LLC | 17,360 | $472K | 0.0% | +25.5% | 0.100% | |
| 1/22/2025 | Northwest Financial Advisors | 15,950 | $434K | 0.4% | N/A | 0.092% | |
| 1/21/2025 | Avaii Wealth Management LLC | 22,441 | $611K | 0.3% | +24.7% | 0.129% | |
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| 1/21/2025 | Archford Capital Strategies LLC | 55,786 | $1.52M | 0.2% | +10.4% | 0.321% | |
| 1/21/2025 | Lantz Financial LLC | 88,163 | $2.40M | 0.6% | +6.5% | 0.507% | |
| 1/17/2025 | Bill Few Associates Inc. | 20,235 | $551K | 0.2% | +87.1% | 0.116% | |
| 1/17/2025 | Independent Wealth Network Inc. | 7,633 | $208K | 0.1% | N/A | 0.044% | |
| 1/16/2025 | SFG Wealth Management LLC. | 53,135 | $1.45M | 0.8% | +1.1% | 0.306% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 97,705 | $2.66M | 0.1% | -6.5% | 0.562% | |
| 1/13/2025 | Moody National Bank Trust Division | 34,828 | $948K | 0.1% | N/A | 0.200% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 2,534,498 | $64.91M | 0.1% | -0.7% | 14.583% | |
| 11/25/2024 | Synovus Financial Corp | 254,114 | $6.51M | 0.1% | +10.7% | 1.462% | |
| 11/25/2024 | Sanctuary Advisors LLC | 74,408 | $2M | 0.0% | -2.0% | 0.428% | |
