| 8/1/2025 | Envestnet Asset Management Inc. | 59,938 | $3.33M | 0.0% | +288.1% | 1.286% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 5,262 | $293K | 0.0% | +4.3% | 0.113% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 21,318 | $1.23M | 0.0% | +8.0% | 0.457% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 6,949 | $387K | 0.0% | -84.1% | 0.149% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 9,876 | $549K | 0.1% | -2.7% | 0.212% | |
| 7/17/2025 | Avior Wealth Management LLC | 521,095 | $28.99M | 1.0% | +2.5% | 11.182% | |
| 7/9/2025 | Breakwater Capital Group | 20,604 | $1.15M | 0.2% | -7.6% | 0.442% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 219,990 | $12.24M | 3.1% | +5.5% | 4.721% | |
| 7/7/2025 | Nova Wealth Management Inc. | 1,222 | $68K | 0.0% | -17.1% | 0.026% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 5,045 | $266K | 0.0% | +4.4% | 0.108% | |
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| 5/16/2025 | Jones Financial Companies Lllp | 21,779 | $1.15M | 0.0% | +278.2% | 0.464% | |
| 5/15/2025 | Royal Bank of Canada | 75,247 | $3.97M | 0.0% | +0.8% | 1.604% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 80,309 | $4.24M | 0.0% | +280.8% | 1.712% | |
| 5/13/2025 | Raymond James Financial Inc. | 144,375 | $7.62M | 0.0% | +8.2% | 3.078% | |
| 5/13/2025 | WESCAP Management Group Inc. | 6,118 | $323K | 0.1% | N/A | 0.130% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 19,744 | $1.04M | 0.0% | -46.8% | 0.422% | |
| 5/8/2025 | IFG Advisory LLC | 4,495 | $237K | 0.0% | N/A | 0.096% | |
| 5/8/2025 | US Bancorp DE | 2,925 | $154K | 0.0% | N/A | 0.063% | |
| 5/7/2025 | LPL Financial LLC | 427,334 | $22.54M | 0.0% | +3.3% | 9.131% | |
| 5/6/2025 | Cetera Investment Advisers | 23,938 | $1.26M | 0.0% | -7.0% | 0.511% | |
| 5/6/2025 | Guidance Capital Inc. | 32,224 | $1.70M | 0.5% | +18.7% | 0.689% | |
| 4/30/2025 | Principal Securities Inc. | 5,511 | $305K | 0.0% | +3.9% | 0.118% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 4,000 | $211K | 0.1% | -31.9% | 0.085% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 15,444 | $815K | 0.0% | +6.3% | 0.330% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 43,837 | $2.32M | 0.1% | +2.4% | 0.937% | |
| 4/24/2025 | Golden State Wealth Management LLC | 5,555 | $293K | 0.0% | N/A | 0.119% | |
| 4/24/2025 | Money Concepts Capital Corp | 30,257 | $1.60M | 0.1% | +2.3% | 0.647% | |
| 4/23/2025 | Golden State Wealth Management LLC | 11,110 | $586K | 0.0% | N/A | 0.237% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,293 | $1.49M | 0.0% | +10.6% | 0.605% | |
| 4/21/2025 | Avior Wealth Management LLC | 508,278 | $26.81M | 1.0% | -2.5% | 10.861% | |
| 4/21/2025 | ORG Wealth Partners LLC | 498 | $27K | 0.0% | N/A | 0.011% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 465 | $25K | 0.0% | +365.0% | 0.010% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 208,563 | $11.00M | 3.1% | +10.4% | 4.495% | |
| 4/10/2025 | Breakwater Capital Group | 22,306 | $1.18M | 0.2% | +17.8% | 0.481% | |
| 2/17/2025 | Waverly Advisors LLC | 5,003 | $277K | 0.0% | N/A | 0.121% | |
| 2/17/2025 | Cetera Investment Advisers | 25,738 | $1.43M | 0.0% | -1.6% | 0.623% | |
| 2/17/2025 | Captrust Financial Advisors | 61,675 | $3.42M | 0.0% | +12.7% | 1.493% | |
| 2/17/2025 | Bank of America Corp DE | 267,438 | $14.82M | 0.0% | +3.9% | 6.475% | |
| 2/17/2025 | Ameriprise Financial Inc. | 180,023 | $9.98M | 0.0% | +67.3% | 4.359% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 10,142 | $562K | 0.0% | -2.6% | 0.246% | |
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| 2/13/2025 | Raymond James Financial Inc. | 133,427 | $7.40M | 0.0% | N/A | 3.231% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,522 | $805K | 0.0% | -2.3% | 0.352% | |
| 2/13/2025 | Wells Fargo & Company MN | 37,379 | $2.07M | 0.0% | -2.4% | 0.905% | |
| 2/12/2025 | Uniting Wealth Partners LLC | 103,572 | $5.74M | 2.8% | N/A | 2.508% | |
| 2/12/2025 | World Investment Advisors | 16,791 | $931K | 0.0% | N/A | 0.407% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 4,563 | $253K | 0.0% | N/A | 0.110% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 4,831 | $268K | 0.0% | N/A | 0.117% | |
| 2/11/2025 | LPL Financial LLC | 413,796 | $22.93M | 0.0% | +3.7% | 10.019% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 6,756 | $374K | 0.0% | N/A | 0.164% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 91,515 | $5.07M | 0.0% | +0.5% | 2.216% | |
| 2/6/2025 | Raymond James Financial Inc. | 133,427 | $7.40M | 0.0% | N/A | 3.231% | |
| 2/6/2025 | Jones Financial Companies Lllp | 5,759 | $319K | 0.0% | +245.1% | 0.139% | |
| 2/3/2025 | Sigma Planning Corp | 7,552 | $419K | 0.0% | -17.0% | 0.183% | |
| 2/3/2025 | Parcion Private Wealth LLC | 4,046 | $224K | 0.0% | N/A | 0.098% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 37,114 | $2.06M | 0.0% | -46.7% | 0.899% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 5,722 | $317K | 0.3% | N/A | 0.139% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 21,050 | $1.16M | 0.1% | N/A | 0.510% | |
| 1/27/2025 | Financial Advocates Investment Management | 10,194 | $565K | 0.0% | -9.8% | 0.247% | |
| 1/27/2025 | Money Concepts Capital Corp | 29,573 | $1.64M | 0.1% | -5.5% | 0.716% | |
| 1/27/2025 | Guidance Capital Inc. | 27,137 | $1.55M | 0.5% | +10.4% | 0.657% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 8,184 | $454K | 0.0% | -2.1% | 0.198% | |
| 1/17/2025 | Avior Wealth Management LLC | 521,333 | $28.89M | 1.1% | +4.7% | 12.623% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 188,927 | $10.47M | 3.1% | +8.7% | 4.575% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 42,792 | $2.37M | 0.1% | +5.2% | 1.036% | |
| 1/14/2025 | Breakwater Capital Group | 18,928 | $1.05M | 0.2% | +2.9% | 0.458% | |
| 11/25/2024 | Sanctuary Advisors LLC | 23,611 | $1.44M | 0.0% | -7.8% | 0.572% | |
| 11/15/2024 | MML Investors Services LLC | 12,573 | $697K | 0.0% | -5.8% | 0.304% | |
| 11/14/2024 | Captrust Financial Advisors | 54,730 | $3.03M | 0.0% | -9.7% | 1.325% | |
| 11/8/2024 | Avior Wealth Management LLC | 497,839 | $27.60M | 1.1% | +49.9% | 12.054% | |
| 11/4/2024 | Sigma Planning Corp | 9,102 | $504K | 0.0% | -2.7% | 0.220% | |
| 10/25/2024 | Financial Advocates Investment Management | 11,305 | $627K | 0.0% | +6.0% | 0.274% | |
| 10/22/2024 | Guidance Capital Inc. | 24,585 | $1.41M | 0.4% | +16.0% | 0.595% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 173,806 | $9.63M | 3.2% | +4.9% | 4.208% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 8,361 | $463K | 0.0% | -4.5% | 0.202% | |
| 9/5/2024 | Sanctuary Advisors LLC | 25,611 | $1.33M | 0.0% | N/A | 0.620% | |
| 8/22/2024 | Cetera Investment Advisers | 26,889 | $1.39M | 0.0% | -1.8% | 0.651% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 16,959 | $876K | 0.0% | +14.9% | 0.411% | |
| 8/7/2024 | Bright Futures Wealth Management LLC. | 19,044 | $1.01M | 0.5% | -5.8% | 0.461% | |
| 8/1/2024 | Guidance Capital Inc. | 21,197 | $1.20M | 0.4% | +60.6% | 0.513% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 92,213 | $4.76M | 0.0% | -0.7% | 2.233% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,710 | $88K | 0.0% | N/A | 0.041% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 38,797 | $2.00M | 0.1% | +2.9% | 0.939% | |
| 7/29/2024 | Financial Advocates Investment Management | 10,666 | $551K | 0.0% | +148.3% | 0.258% | |
| 7/27/2024 | Whitaker Myers Wealth Managers LTD. | 165,624 | $8.55M | 3.2% | +8.5% | 4.010% | |
| 7/26/2024 | Breakwater Capital Group | 15,550 | $803K | 0.2% | +12.0% | 0.377% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,831 | $1.13M | 0.0% | +12.1% | 0.529% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 69,483 | $3.59M | 0.0% | -2.0% | 1.682% | |
| 7/19/2024 | Raymond James & Associates | 29,678 | $1.53M | 0.0% | +16.8% | 0.719% | |
| 7/16/2024 | ORG Partners LLC | 498 | $26K | 0.0% | N/A | 0.012% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 20,214 | $1.03M | 0.5% | N/A | 0.489% | |
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| 5/10/2024 | Osaic Holdings Inc. | 147,783 | $8.02M | 0.0% | -13.9% | 3.578% | |
| 5/4/2024 | 9258 Wealth Management LLC | 4,183 | $227K | 0.0% | N/A | 0.101% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 92,861 | $5.04M | 0.0% | -27.6% | 2.259% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 86,775 | $4.71M | 0.0% | +4.2% | 2.111% | |
| 4/18/2024 | Breakwater Capital Group | 13,887 | $754K | 0.2% | +21.9% | 0.338% | |
| 4/17/2024 | Trilogy Capital Inc. | 37,784 | $2.05M | 0.1% | +73.0% | 0.919% | |
| 4/17/2024 | Guidance Capital Inc. | 13,202 | $675K | 0.2% | +111.2% | 0.321% | |
| 4/12/2024 | Whitaker Myers Wealth Managers LTD. | 152,607 | $8.29M | 3.5% | +14.6% | 3.815% | |
| 2/7/2024 | Principal Securities Inc. | 5,528 | $278K | 0.0% | N/A | 0.138% | |
| 2/6/2024 | Private Advisor Group LLC | 7,710 | $388K | 0.0% | +12.2% | 0.193% | |
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