| 5/14/2025 | Apexium Financial LP | 26,881 | $2.44M | 0.1% | +30.3% | 0.977% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 4,109 | $373K | 0.2% | +7.5% | 0.149% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 46,560 | $4.23M | 0.0% | N/A | 1.693% | |
| 5/13/2025 | American Century Companies Inc. | 634,157 | $57.62M | 0.0% | -0.4% | 23.060% | |
| 5/13/2025 | HighTower Advisors LLC | 13,879 | $1.26M | 0.0% | +13.7% | 0.505% | |
| 5/12/2025 | Maia Wealth LLC | 6,595 | $599K | 0.1% | N/A | 0.240% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,740 | $158K | 0.0% | N/A | 0.063% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 3,978 | $361K | 0.0% | N/A | 0.145% | |
| 5/7/2025 | LPL Financial LLC | 16,071 | $1.46M | 0.0% | +17.8% | 0.584% | |
| 5/6/2025 | AE Wealth Management LLC | 5,918 | $538K | 0.0% | +88.2% | 0.215% | |
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| 5/6/2025 | Financial Partners Group Inc | 3,816 | $347K | 0.1% | N/A | 0.139% | |
| 5/5/2025 | IFP Advisors Inc | 15,314 | $1.39M | 0.0% | +49.0% | 0.557% | |
| 5/1/2025 | Park Square Financial Group LLC | 584 | $53K | 0.0% | N/A | 0.021% | |
| 4/30/2025 | Slagle Financial LLC | 95,087 | $8.64M | 3.8% | +20.9% | 3.458% | |
| 4/30/2025 | BXM Wealth LLC | 6,245 | $570K | 0.7% | +16.8% | 0.227% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 61,082 | $5.55M | 0.3% | N/A | 2.221% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 586,918 | $53.33M | 0.0% | +14.3% | 21.342% | |
| 4/29/2025 | Bank of New York Mellon Corp | 159,382 | $14.48M | 0.0% | +9.2% | 5.796% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 55,364 | $5.03M | 0.4% | -1.4% | 2.013% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,716 | $2.34M | 0.0% | -42.1% | 0.935% | |
| 4/22/2025 | Synergy Asset Management LLC | 4,688 | $426K | 0.1% | -79.4% | 0.170% | |
| 4/21/2025 | ERn Financial LLC | 54,269 | $4.93M | 0.8% | -5.0% | 1.973% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,224 | $478K | 0.0% | N/A | 0.190% | |
| 2/17/2025 | Citadel Advisors LLC | 4,504 | $468K | 0.0% | +5.7% | 0.180% | |
| 2/17/2025 | Bank of America Corp DE | 3,376 | $351K | 0.0% | N/A | 0.135% | |
| 2/14/2025 | Owen LaRue LLC | 6,455 | $670K | 0.4% | -14.6% | 0.258% | |
| 2/14/2025 | Stifel Financial Corp | 21,552 | $2.24M | 0.0% | -5.1% | 0.862% | |
| 2/14/2025 | GeoWealth Management LLC | 3,219 | $334K | 0.0% | +860.9% | 0.129% | |
| 2/13/2025 | Strategies Wealth Advisors LLC | 6,222 | $669K | 0.1% | N/A | 0.249% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 513,626 | $53.35M | 0.0% | -17.1% | 20.545% | |
| 2/12/2025 | Slagle Financial LLC | 78,661 | $8.17M | 3.7% | +9.1% | 3.146% | |
| 2/11/2025 | Hershey Financial Advisers LLC | 5,168 | $537K | 0.5% | N/A | 0.207% | |
| 2/11/2025 | LPL Financial LLC | 13,642 | $1.42M | 0.0% | -16.9% | 0.546% | |
| 2/11/2025 | American Century Companies Inc. | 636,754 | $66.13M | 0.0% | -21.2% | 25.470% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 56,125 | $5.83M | 0.5% | -8.2% | 2.245% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 13,306 | $1.38M | 0.0% | +5.6% | 0.532% | |
| 2/7/2025 | HighTower Advisors LLC | 12,208 | $1.27M | 0.0% | +91.8% | 0.488% | |
| 2/6/2025 | Ethos Financial Group LLC | 7,513 | $780K | 0.1% | N/A | 0.301% | |
| 2/4/2025 | Bank of New York Mellon Corp | 145,931 | $15.16M | 0.0% | +12.7% | 5.837% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 1,996 | $207K | 0.0% | N/A | 0.080% | |
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| 2/4/2025 | IFP Advisors Inc | 10,276 | $1.07M | 0.0% | +5.8% | 0.411% | |
| 2/3/2025 | Sunpointe LLC | 49,275 | $5.12M | 2.6% | +996.5% | 1.971% | |
| 1/31/2025 | D.A. Davidson & CO. | 3,708 | $385K | 0.0% | N/A | 0.148% | |
| 1/31/2025 | Truist Financial Corp | 63,660 | $6.61M | 0.0% | -2.7% | 2.546% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 2,108 | $219K | 0.0% | -12.0% | 0.084% | |
| 1/30/2025 | BXM Wealth LLC | 5,345 | $555K | 0.8% | N/A | 0.214% | |
| 1/27/2025 | Win Advisors Inc. | 29,033 | $3.02M | 1.5% | N/A | 1.161% | |
| 1/23/2025 | Synergy Asset Management LLC | 22,793 | $2.36M | 0.2% | N/A | 0.912% | |
| 1/22/2025 | Joseph P. Lucia & Associates LLC | 3,821 | $397K | 0.2% | -4.3% | 0.153% | |
| 1/22/2025 | Apexium Financial LP | 20,631 | $2.14M | 0.1% | -1.3% | 0.825% | |
| 1/14/2025 | ERn Financial LLC | 57,132 | $5.93M | 0.9% | -9.4% | 2.285% | |
| 11/15/2024 | MML Investors Services LLC | 4,933 | $457K | 0.0% | +48.7% | 0.197% | |
| 11/15/2024 | Stifel Financial Corp | 22,720 | $2.11M | 0.0% | +46.8% | 0.909% | |
| 11/15/2024 | HighTower Advisors LLC | 6,364 | $587K | 0.0% | +17.0% | 0.255% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 61,156 | $5.67M | 0.5% | -6.1% | 2.446% | |
| 10/16/2024 | Sunpointe LLC | 4,494 | $416K | 0.3% | N/A | 0.180% | |
| 10/16/2024 | ERn Financial LLC | 63,066 | $5.84M | 0.9% | +0.3% | 2.523% | |
| 8/21/2024 | Truist Financial Corp | 66,644 | $5.99M | 0.0% | +60.0% | 2.666% | |
| 8/19/2024 | Hershey Financial Advisers LLC | 8,021 | $721K | 0.6% | N/A | 0.321% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 2,396 | $215K | 0.0% | -11.1% | 0.096% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 641,504 | $57.68M | 0.0% | +9.1% | 25.660% | |
| 8/8/2024 | American Century Companies Inc. | 822,830 | $73.98M | 0.0% | -1.1% | 32.913% | |
| 8/5/2024 | Synergy Asset Management LLC | 28,847 | $2.59M | 0.4% | -47.4% | 1.154% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,118 | $2.26M | 0.0% | -5.8% | 1.005% | |
| 7/26/2024 | Bank of New York Mellon Corp | 122,146 | $10.98M | 0.0% | +20.9% | 4.886% | |
| 7/24/2024 | Joseph P. Lucia & Associates LLC | 3,994 | $359K | 0.2% | +41.1% | 0.160% | |
| 7/24/2024 | Slagle Financial LLC | 65,041 | $5.85M | 3.0% | +12.4% | 2.602% | |
| 7/17/2024 | ERn Financial LLC | 62,847 | $5.65M | 0.9% | -5.4% | 2.514% | |
| 7/10/2024 | Simplicity Wealth LLC | 4,836 | $435K | 0.0% | N/A | 0.193% | |
| 7/10/2024 | Dominguez Wealth Management Solutions Inc. | 13,775 | $1.24M | 0.9% | -9.5% | 0.551% | |
| 5/16/2024 | Slagle Financial LLC | 57,844 | $4.78M | 2.6% | -46.1% | 2.314% | |
| 5/14/2024 | Owen LaRue LLC | 7,736 | $639K | 0.4% | -19.1% | 0.309% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 2,831 | $234K | 0.1% | -10.7% | 0.110% | |
| 5/2/2024 | Lincoln National Corp | 28,923 | $2.39M | 0.0% | +6.9% | 1.125% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 2,696 | $223K | 0.0% | N/A | 0.105% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 10,953 | $905K | 0.0% | +2.2% | 0.426% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 26,658 | $2.20M | 0.0% | -19.7% | 1.037% | |
| 4/24/2024 | Win Advisors Inc. | 2,428 | $201K | 0.1% | N/A | 0.094% | |
| 4/18/2024 | Synergy Asset Management LLC | 54,812 | $4.53M | 0.8% | N/A | 2.068% | |
| 4/18/2024 | Dominguez Wealth Management Solutions Inc. | 15,221 | $1.26M | 1.0% | -0.9% | 0.574% | |
| 10/25/2023 | Beacon Financial Advisory LLC | 3,390 | $214K | 0.1% | +6.6% | 0.128% | |
| 10/25/2023 | Apexium Financial LP | 40,190 | $2.53M | 0.3% | -11.2% | 1.517% | |
| 10/24/2023 | Bank of New York Mellon Corp | 59,218 | $3.73M | 0.0% | +25.6% | 2.235% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,634 | $1.36M | 0.0% | +21.3% | 0.816% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 15,083 | $951K | 0.0% | -2.5% | 0.569% | |
| 10/18/2023 | Dominguez Wealth Management Solutions Inc. | 15,785 | $995K | 0.9% | +1.4% | 0.596% | |
| 10/12/2023 | IFP Advisors Inc | 8,153 | $514K | 0.0% | +3.2% | 0.308% | |
| 10/11/2023 | AE Wealth Management LLC | 49,329 | $3.11M | 0.0% | +8.5% | 1.861% | |
| 8/14/2023 | Slagle Financial LLC | 43,295 | $2.84M | 1.8% | N/A | 1.634% | |
| 8/14/2023 | Apexium Financial LP | 45,241 | $2.97M | 0.3% | +37.8% | 1.707% | |
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| 8/10/2023 | Owen LaRue LLC | 10,834 | $713K | 0.7% | -83.7% | 0.409% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 6,308 | $414K | 0.0% | +5.3% | 0.238% | |
| 8/7/2023 | Lincoln National Corp | 22,122 | $1.45M | 0.0% | +21.3% | 0.929% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 496,095 | $32.57M | 0.0% | +27.4% | 20.844% | |
| 8/3/2023 | Bank of New York Mellon Corp | 47,148 | $3.10M | 0.0% | +180.1% | 1.981% | |
| 8/1/2023 | Truist Financial Corp | 69,949 | $4.59M | 0.0% | -1.3% | 2.939% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 73,129 | $4.80M | 0.6% | +5.6% | 3.073% | |
| 7/21/2023 | Joseph P. Lucia & Associates LLC | 3,459 | $227K | 0.2% | -6.3% | 0.145% | |
| 7/20/2023 | Aurora Private Wealth Inc. | 3,430 | $225K | 0.3% | -47.8% | 0.144% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 3,208 | $211K | 0.0% | N/A | 0.135% | |
