| 5/8/2024 | Avantax Advisory Services Inc. | 356,341 | $23.91M | 0.2% | -23.0% | 10.481% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 26,815 | $1.80M | 0.0% | -17.8% | 0.789% | |
| 5/7/2024 | PFG Advisors | 18,051 | $1.21M | 0.1% | +2.0% | 0.531% | |
| 5/3/2024 | AA Financial Advisors LLC | 16,651 | $1.12M | 0.5% | N/A | 0.490% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 42,302 | $2.84M | 0.0% | +40.9% | 1.244% | |
| 4/24/2024 | Win Advisors Inc. | 5,806 | $390K | 0.2% | N/A | 0.171% | |
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| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 90,587 | $6.08M | 0.0% | +6.0% | 2.664% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 1,200 | $81K | 0.1% | N/A | 0.035% | |
| 4/11/2024 | Opal Wealth Advisors LLC | 488,812 | $32.79M | 11.1% | +23.5% | 14.591% | |
| 2/9/2024 | UBS Group AG | 105,455 | $6.29M | 0.0% | +12.1% | 3.458% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 462,733 | $27.62M | 0.3% | -3.1% | 15.172% | |
| 1/31/2024 | Wetzel Investment Advisors Inc. | 2,424 | $145K | 0.1% | N/A | 0.079% | |
| 1/22/2024 | Opal Wealth Advisors LLC | 395,918 | $23.63M | 9.3% | +1.1% | 12.981% | |
| 1/19/2024 | PFG Advisors | 17,698 | $1.06M | 0.1% | +2.3% | 0.580% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 85,473 | $5.10M | 0.0% | +0.4% | 2.802% | |
| 1/16/2024 | Raymond James & Associates | 16,926 | $1.01M | 0.0% | -1.6% | 0.555% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 5,443 | $316K | 0.0% | N/A | 0.178% | |
| 11/13/2023 | LPL Financial LLC | 143,075 | $7.42M | 0.0% | +5.3% | 4.850% | |
| 11/13/2023 | Kestra Advisory Services LLC | 5,935 | $308K | 0.0% | +34.7% | 0.201% | |
| 11/9/2023 | UBS Group AG | 94,066 | $4.88M | 0.0% | +25.8% | 3.189% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 477,374 | $24.75M | 0.3% | -3.8% | 16.182% | |
| 11/8/2023 | Oppenheimer Asset Management Inc. | 33,146 | $1.72M | 0.0% | +8.8% | 1.124% | |
| 11/7/2023 | Addison Advisors LLC | 1,189 | $62K | 0.0% | -28.8% | 0.040% | |
| 11/3/2023 | MGO One Seven LLC | 4,175 | $216K | 0.0% | N/A | 0.142% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 85,141 | $4.41M | 0.0% | +1.4% | 2.886% | |
| 10/24/2023 | Raymond James & Associates | 17,201 | $892K | 0.0% | +9.4% | 0.583% | |
| 10/24/2023 | FinTrust Capital Advisors LLC | 1,868 | $97K | 0.0% | -27.2% | 0.063% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 22,660 | $1.18M | 0.0% | +8.9% | 0.768% | |
| 10/18/2023 | Opal Wealth Advisors LLC | 391,459 | $20.29M | 11.9% | -13.2% | 13.270% | |
| 10/13/2023 | PFG Advisors | 17,305 | $897K | 0.1% | N/A | 0.587% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 43,730 | $2.38M | 0.0% | +22.9% | 1.562% | |
| 8/3/2023 | Oppenheimer Asset Management Inc. | 30,461 | $1.65M | 0.0% | -4.0% | 1.088% | |
| 8/2/2023 | Milestone Investment Advisors LLC | 5,517 | $300K | 0.1% | +43.5% | 0.197% | |
| 7/31/2023 | LPL Financial LLC | 135,812 | $7.38M | 0.0% | +2.0% | 4.850% | |
| 7/27/2023 | Opal Wealth Advisors LLC | 450,915 | $24.49M | 12.2% | -0.7% | 16.397% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 83,972 | $4.56M | 0.0% | -5.1% | 3.054% | |
| 7/25/2023 | Raymond James & Associates | 15,726 | $854K | 0.0% | +92.2% | 0.572% | |
| 7/11/2023 | Worth Asset Management LLC | 3,025 | $164K | 0.1% | N/A | 0.110% | |
| 5/10/2023 | Oppenheimer Asset Management Inc. | 31,734 | $1.51M | 0.0% | -14.2% | 1.154% | |
| 5/10/2023 | LPL Financial LLC | 133,120 | $6.35M | 0.0% | -0.5% | 4.841% | |
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| 5/9/2023 | Vestmark Advisory Solutions Inc. | 11,883 | $567K | 0.0% | +2.1% | 0.432% | |
| 5/5/2023 | Capital Analysts LLC | 1,922 | $92K | 0.0% | N/A | 0.070% | |
| 5/3/2023 | Raymond James Trust N.A. | 6,493 | $310K | 0.0% | -3.7% | 0.236% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 521,302 | $24.86M | 0.3% | -1.8% | 18.956% | |
| 4/19/2023 | Opal Wealth Advisors LLC | 454,183 | $21.66M | 12.6% | +0.1% | 16.516% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 88,490 | $4.22M | 0.0% | +2.1% | 3.218% | |
| 4/14/2023 | Raymond James & Associates | 8,180 | $390K | 0.0% | -66.7% | 0.297% | |
| 3/15/2023 | Milestone Investment Advisors LLC | 3,845 | $157K | 0.1% | N/A | 0.108% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 86,628 | $3.54M | 0.0% | +19.9% | 2.440% | |
| 2/8/2023 | Raymond James & Associates | 24,600 | $1.00M | 0.0% | -16.2% | 0.693% | |
| 2/8/2023 | Prospera Financial Services Inc | 6,413 | $262K | 0.0% | -44.6% | 0.181% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 19,525 | $797K | 0.0% | -6.1% | 0.550% | |
| 2/7/2023 | LPL Financial LLC | 133,855 | $5.46M | 0.0% | +59.0% | 3.771% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 33,991 | $1.39M | 0.0% | -4.8% | 0.957% | |
| 2/7/2023 | Oppenheimer Asset Management Inc. | 36,993 | $1.51M | 0.0% | +8.0% | 1.042% | |
| 2/3/2023 | Opal Wealth Advisors LLC | 453,755 | $18.52M | 10.2% | +4.3% | 12.782% | |
| 2/2/2023 | Raymond James Trust N.A. | 6,743 | $275K | 0.0% | +3.9% | 0.190% | |
| 1/20/2023 | Vestmark Advisory Solutions Inc. | 11,636 | $475K | 0.0% | +2.9% | 0.319% | |
| 11/14/2022 | MML Investors Services LLC | 6,122 | $243K | 0.0% | -16.1% | 0.157% | |
| 11/14/2022 | Oppenheimer Asset Management Inc. | 34,242 | $1.36M | 0.0% | +5.3% | 0.878% | |
| 11/2/2022 | Avantax Advisory Services Inc. | 530,959 | $21.05M | 0.3% | +3.2% | 13.274% | |
| 10/27/2022 | Prospera Financial Services Inc | 11,568 | $458K | 0.0% | -4.9% | 0.289% | |
| 10/25/2022 | Raymond James & Associates | 29,355 | $1.16M | 0.0% | -6.9% | 0.734% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 72,257 | $2.86M | 0.0% | +6.6% | 1.806% | |
| 10/20/2022 | FinTrust Capital Advisors LLC | 2,566 | $105K | 0.0% | -28.9% | 0.064% | |
| 10/17/2022 | Opal Wealth Advisors LLC | 435,002 | $17.24M | 12.6% | +0.7% | 10.875% | |
| 8/13/2022 | Flow Traders U.S. LLC | 31,352 | $1.31M | 0.1% | -18.0% | 0.774% | |
| 8/11/2022 | Cetera Investment Advisers | 11,436 | $477K | 0.0% | -3.2% | 0.282% | |
| 8/11/2022 | Cetera Advisor Networks LLC | 15,483 | $646K | 0.0% | +5.9% | 0.382% | |
| 8/10/2022 | Opal Wealth Advisors LLC | 431,829 | $18.00M | 11.9% | -18.5% | 10.662% | |
| 8/8/2022 | Oppenheimer Asset Management Inc. | 32,520 | $1.36M | 0.0% | +1.0% | 0.803% | |
| 8/8/2022 | Prospera Financial Services Inc | 12,159 | $507K | 0.0% | -24.2% | 0.300% | |
| 8/4/2022 | Vestmark Advisory Solutions Inc. | 11,326 | $472K | 0.0% | +18.2% | 0.280% | |
| 8/4/2022 | Northwestern Mutual Wealth Management Co. | 781,418 | $32.58M | 0.1% | -24.2% | 19.294% | |
| 8/4/2022 | Addison Advisors LLC | 1,479 | $62K | 0.0% | +93.6% | 0.037% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 31,950 | $1.33M | 0.0% | +34.6% | 0.789% | |
| 8/2/2022 | Avantax Advisory Services Inc. | 514,596 | $21.45M | 0.3% | -0.8% | 12.706% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 18,889 | $787K | 0.0% | +6.1% | 0.472% | |
| 7/18/2022 | Avantax Planning Partners Inc. | 6,565 | $274K | 0.0% | N/A | 0.164% | |
| 7/14/2022 | Raymond James Trust N.A. | 6,493 | $271K | 0.0% | N/A | 0.162% | |
| 5/25/2022 | EverSource Wealth Advisors LLC | 2,451 | $132K | 0.0% | -9.1% | 0.061% | |
| 5/12/2022 | Cetera Advisor Networks LLC | 14,618 | $786K | 0.0% | +2.0% | 0.370% | |
| 5/12/2022 | Oppenheimer Asset Management Inc. | 32,184 | $1.73M | 0.0% | +26.6% | 0.815% | |
| 5/11/2022 | Raymond James Financial Services Advisors Inc. | 62,233 | $3.35M | 0.0% | +23.1% | 1.596% | |
| 5/9/2022 | Northwestern Mutual Wealth Management Co. | 1,031,336 | $55.47M | 0.1% | +127.5% | 26.110% | |
| 5/9/2022 | Opal Wealth Advisors LLC | 530,012 | $28.50M | 24.8% | -12.5% | 13.418% | |
| 5/4/2022 | Sage Advisory Services Ltd.Co. | 11,983 | $644K | 0.2% | +10.9% | 0.303% | |
| 5/4/2022 | Prospera Financial Services Inc | 16,032 | $862K | 0.0% | +7.4% | 0.406% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 17,800 | $957K | 0.0% | -3.9% | 0.451% | |
| 5/4/2022 | Gladstone Institutional Advisory LLC | 24,614 | $1.32M | 0.1% | N/A | 0.623% | |
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| 5/4/2022 | Envestnet Asset Management Inc. | 23,734 | $1.28M | 0.0% | +48.6% | 0.601% | |
| 4/29/2022 | Addison Advisors LLC | 764 | $41K | 0.0% | N/A | 0.019% | |
| 4/27/2022 | Vestmark Advisory Solutions Inc. | 9,586 | $516K | 0.0% | +9.1% | 0.243% | |
| 4/27/2022 | Avantax Advisory Services Inc. | 518,829 | $27.92M | 0.4% | -5.8% | 13.135% | |
| 2/15/2022 | Cetera Investment Advisers | 12,451 | $756K | 0.0% | +37.3% | 0.265% | |
| 2/14/2022 | LPL Financial LLC | 112,891 | $6.86M | 0.0% | -1.3% | 2.402% | |
| 2/11/2022 | PFS Investments Inc. | 47,566 | $2.89M | 0.1% | +16.7% | 1.012% | |
| 2/9/2022 | We Are One Seven LLC | 3,676 | $223K | 0.0% | +7.3% | 0.082% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 50,547 | $3.07M | 0.0% | +10.8% | 1.123% | |
| 2/8/2022 | Raymond James & Associates | 27,839 | $1.69M | 0.0% | +9.6% | 0.647% | |
