| 3/14/2025 | Keystone Financial Services LLC | 117,001 | $6.35M | 5.8% | N/A | 0.436% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 13,247 | $719K | 0.0% | N/A | 0.110% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 108,913 | $5.92M | 0.2% | +1.3% | 0.904% | |
| 2/17/2025 | Royal Bank of Canada | 287,235 | $15.60M | 0.0% | +16.6% | 2.384% | |
| 2/17/2025 | Redwood Financial Network Corp | 10,923 | $593K | 0.4% | +3.1% | 0.091% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 5,827 | $316K | 0.1% | N/A | 0.048% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 6,905 | $375K | 0.0% | -66.9% | 0.057% | |
| 2/17/2025 | Cetera Investment Advisers | 371,306 | $20.17M | 0.0% | +37.3% | 3.081% | |
| 2/17/2025 | Beaumont Capital Management LLC | 95,843 | $5.21M | 4.0% | -5.8% | 0.795% | |
| 2/17/2025 | Bank of America Corp DE | 343,722 | $18.67M | 0.0% | +5.8% | 2.852% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 1,887,635 | $102.51M | 0.0% | +71.4% | 15.665% | |
| 2/17/2025 | Ancora Advisors LLC | 1,680 | $91K | 0.0% | +59.5% | 0.014% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 153,325 | $8.33M | 4.1% | +66.6% | 1.272% | |
| 2/14/2025 | Bison Wealth LLC | 48,521 | $2.64M | 0.6% | -27.8% | 0.403% | |
| 2/14/2025 | Berger Financial Group Inc | 47,297 | $2.57M | 0.2% | +0.8% | 0.393% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,842 | $535K | 0.0% | +8.5% | 0.082% | |
| 2/14/2025 | MGO One Seven LLC | 13,751 | $747K | 0.0% | N/A | 0.114% | |
| 2/14/2025 | Susquehanna International Group LLP | 48,778 | $2.65M | 0.0% | +46.2% | 0.405% | |
| 2/14/2025 | Stifel Financial Corp | 154,054 | $8.37M | 0.0% | +11.9% | 1.278% | |
| 2/14/2025 | MML Investors Services LLC | 385,089 | $20.91M | 0.1% | +2,040.9% | 3.196% | |
| 2/14/2025 | GeoWealth Management LLC | 45,325 | $2.46M | 0.1% | -24.1% | 0.376% | |
| 2/13/2025 | NewEdge Advisors LLC | 3,036 | $165K | 0.0% | -55.4% | 0.025% | |
| 2/13/2025 | Mariner LLC | 12,793 | $695K | 0.0% | -1.6% | 0.106% | |
| 2/13/2025 | Integrity Financial Corp WA | 25,440 | $1.38M | 0.8% | +3.0% | 0.211% | |
| 2/13/2025 | Solano Wealth Investment Advisors LLC | 12,775 | $694K | 0.4% | N/A | 0.106% | |
| 2/13/2025 | Scotia Capital Inc. | 4,971 | $270K | 0.0% | N/A | 0.041% | |
| 2/13/2025 | Advisory Services Network LLC | 45,012 | $2.45M | 0.0% | +574.3% | 0.374% | |
| 2/13/2025 | Bank of Montreal Can | 92,514 | $5.02M | 0.0% | -12.2% | 0.768% | |
| 2/13/2025 | Cerity Partners LLC | 6,111 | $332K | 0.0% | N/A | 0.051% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 207,708 | $11.28M | 0.0% | +3.3% | 1.724% | |
| 2/12/2025 | National Bank of Canada FI | 938 | $51K | 0.0% | +87.6% | 0.008% | |
| 2/12/2025 | Franklin Resources Inc. | 15,768 | $856K | 0.0% | +12.0% | 0.131% | |
| 2/12/2025 | Riggs Capital Management LLC | 45,323 | $2.46M | 2.4% | N/A | 0.376% | |
| 2/12/2025 | Hazlett Burt & Watson Inc. | 23,351 | $1.27M | 0.6% | +14.5% | 0.194% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 12,803 | $695K | 0.0% | +2.5% | 0.106% | |
| 2/11/2025 | LPL Financial LLC | 2,526,850 | $137.23M | 0.1% | +6.7% | 20.970% | |
| 2/11/2025 | TAP Consulting LLC | 21,419 | $1.16M | 0.2% | N/A | 0.178% | |
| 2/11/2025 | ProVise Management Group LLC | 9,220 | $501K | 0.0% | +19.5% | 0.077% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 48,999 | $2.66M | 0.0% | +12.5% | 0.407% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 14,139 | $768K | 0.0% | -5.7% | 0.117% | |
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| 2/10/2025 | Harbour Investments Inc. | 21,310 | $1.16M | 0.0% | +26.3% | 0.177% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,069 | $384K | 0.0% | +27.4% | 0.059% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 124,662 | $6.77M | 0.0% | -39.6% | 1.035% | |
| 2/10/2025 | Wintrust Investments LLC | 4,143 | $225K | 0.2% | N/A | 0.034% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 128,865 | $7.00M | 0.0% | +5.7% | 1.069% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,729 | $203K | 0.0% | +6.1% | 0.031% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 31,194 | $1.70M | 1.5% | N/A | 0.259% | |
| 2/7/2025 | Independent Advisor Alliance | 44,181 | $2.40M | 0.0% | N/A | 0.367% | |
| 2/7/2025 | Axis Wealth Partners LLC | 4,511 | $245K | 0.2% | N/A | 0.037% | |
| 2/7/2025 | Strategic Equity Management | 14,537 | $790K | 0.3% | -20.2% | 0.121% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,701,147 | $92.39M | 0.0% | N/A | 14.117% | |
| 2/6/2025 | Atria Investments Inc | 164,792 | $8.95M | 0.1% | +344.3% | 1.368% | |
| 2/6/2025 | Assetmark Inc. | 525 | $29K | 0.0% | N/A | 0.004% | |
| 2/6/2025 | Westover Capital Advisors LLC | 11,699 | $635K | 0.1% | +1.6% | 0.097% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 31,227 | $1.70M | 0.0% | +2.4% | 0.259% | |
| 2/6/2025 | Jones Financial Companies Lllp | 64,244 | $3.49M | 0.0% | +139.9% | 0.533% | |
| 2/5/2025 | Private Trust Co. NA | 5,086 | $276K | 0.0% | -14.8% | 0.042% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 16,355 | $888K | 0.0% | +59.7% | 0.136% | |
| 2/5/2025 | Flynn Zito Capital Management LLC | 235,124 | $12.77M | 5.9% | +7.5% | 1.951% | |
| 2/4/2025 | IFP Advisors Inc | 106,272 | $5.77M | 0.2% | +6.3% | 0.882% | |
| 2/4/2025 | World Equity Group Inc. | 15,506 | $842K | 0.2% | -32.1% | 0.129% | |
| 2/3/2025 | Pinnacle Financial Partners Inc | 8,615 | $468K | 0.0% | +78.9% | 0.071% | |
| 2/3/2025 | Sigma Planning Corp | 27,468 | $1.49M | 0.0% | +252.2% | 0.228% | |
| 2/3/2025 | Pacific Sun Financial Corp | 6,922 | $376K | 0.2% | +3.9% | 0.057% | |
| 2/3/2025 | Private Advisor Group LLC | 384,946 | $20.91M | 0.1% | +10.1% | 3.195% | |
| 2/3/2025 | Financial Consulate Inc. | 318,554 | $17.30M | 4.6% | +4.0% | 2.644% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 10,531 | $572K | 0.0% | +17.1% | 0.087% | |
| 1/31/2025 | D.A. Davidson & CO. | 13,666 | $742K | 0.0% | +5.5% | 0.113% | |
| 1/31/2025 | Truist Financial Corp | 4,160 | $226K | 0.0% | -11.8% | 0.035% | |
| 1/30/2025 | Principal Securities Inc. | 5,386 | $293K | 0.0% | +123.3% | 0.045% | |
| 1/30/2025 | Family Capital Management Inc. | 84,324 | $4.58M | 2.8% | +4.9% | 0.700% | |
| 1/30/2025 | Bogart Wealth LLC | 706,896 | $38.39M | 1.8% | -0.6% | 5.866% | |
| 1/29/2025 | AIFG Consultants Ltd. | 34,246 | $1.86M | 3.0% | N/A | 0.284% | |
| 1/29/2025 | Essex Financial Services Inc. | 16,784 | $912K | 0.1% | +3.6% | 0.139% | |
| 1/29/2025 | Focus Financial Network Inc. | 27,285 | $1.48M | 0.1% | +278.7% | 0.226% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 109,588 | $5.95M | 0.1% | +8.9% | 0.909% | |
| 1/28/2025 | Landmark Wealth Management Inc. | 37,523 | $2.04M | 1.0% | -9.5% | 0.311% | |
| 1/28/2025 | Leo Wealth LLC | 95,859 | $5.21M | 0.5% | +12.3% | 0.796% | |
| 1/27/2025 | Moneywise Inc. | 39,163 | $2.13M | 1.1% | -33.8% | 0.325% | |
| 1/27/2025 | Stratos Investment Management LLC | 162,217 | $8.81M | 0.5% | -14.6% | 1.346% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 36,976 | $2.01M | 0.0% | -5.0% | 0.307% | |
| 1/24/2025 | Financial Partners Group Inc | 130,949 | $7.11M | 1.0% | +5.3% | 1.087% | |
| 1/24/2025 | KPP Advisory Services LLC | 76,631 | $4.16M | 1.0% | +1.7% | 0.636% | |
| 1/23/2025 | Caprock Group LLC | 4,246 | $231K | 0.0% | N/A | 0.035% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 77,752 | $4.22M | 0.1% | -25.2% | 0.645% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 17,203 | $934K | 0.0% | +11.6% | 0.143% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 6,125 | $333K | 0.0% | N/A | 0.051% | |
| 1/17/2025 | Mutual Advisors LLC | 10,566 | $592K | 0.0% | +19.7% | 0.088% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 118,064 | $6.41M | 0.0% | +155.0% | 0.980% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 15,953 | $866K | 0.1% | -7.7% | 0.132% | |
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| 1/17/2025 | Fort Washington Investment Advisors Inc. OH | 11,800 | $641K | 0.0% | N/A | 0.098% | |
| 1/15/2025 | Orgel Wealth Management LLC | 1,537,350 | $83.49M | 2.2% | +165.4% | 12.758% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 9,086 | $493K | 0.0% | N/A | 0.075% | |
| 1/15/2025 | Arkadios Wealth Advisors | 6,403 | $348K | 0.0% | -13.2% | 0.053% | |
| 1/15/2025 | KMG Fiduciary Partners LLC | 62,106 | $3.37M | 0.3% | +8.6% | 0.515% | |
| 1/15/2025 | Empirical Asset Management LLC | 28,793 | $1.56M | 0.0% | -5.5% | 0.239% | |
| 1/15/2025 | Certified Advisory Corp | 68,099 | $3.70M | 0.4% | +6.3% | 0.565% | |
| 1/15/2025 | Harbor Group Inc. | 255,148 | $13.86M | 3.1% | +67.1% | 2.117% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 158,354 | $8.60M | 1.2% | +46.9% | 1.314% | |
| 1/14/2025 | Park Avenue Securities LLC | 8,387 | $455K | 0.0% | N/A | 0.070% | |
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