| 2/18/2025 | Focus Partners Advisor Solutions LLC | 11,720 | $432K | 0.0% | N/A | 0.103% | |
| 2/17/2025 | WBI Investments LLC | 199,294 | $7.35M | 1.8% | +3.1% | 1.756% | |
| 2/17/2025 | Cetera Investment Advisers | 377,512 | $13.93M | 0.0% | +1.4% | 3.326% | |
| 2/17/2025 | Bank of America Corp DE | 1,071,536 | $39.53M | 0.0% | +3.8% | 9.441% | |
| 2/17/2025 | Ameriprise Financial Inc. | 85,908 | $3.17M | 0.0% | -14.9% | 0.757% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 721 | $27K | 0.0% | N/A | 0.006% | |
| 2/14/2025 | Stifel Financial Corp | 83,395 | $3.08M | 0.0% | +14.1% | 0.735% | |
| 2/14/2025 | MML Investors Services LLC | 81,028 | $2.99M | 0.0% | +2.9% | 0.714% | |
| 2/14/2025 | Freedom Investment Management Inc. | 14,790 | $546K | 0.0% | -7.8% | 0.130% | |
| 2/13/2025 | NewEdge Advisors LLC | 135,281 | $4.99M | 0.0% | +3.3% | 1.192% | |
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| 2/13/2025 | Rockefeller Capital Management L.P. | 188,382 | $6.95M | 0.0% | +0.1% | 1.660% | |
| 2/13/2025 | Bank of Montreal Can | 1,366 | $50K | 0.0% | -39.5% | 0.012% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 138,279 | $5.10M | 0.0% | +1.6% | 1.218% | |
| 2/12/2025 | Maridea Wealth Management LLC | 67,016 | $2.47M | 0.8% | N/A | 0.590% | |
| 2/12/2025 | Level Four Advisory Services LLC | 186,792 | $6.89M | 0.3% | -0.2% | 1.646% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 5,655 | $209K | 0.0% | -7.4% | 0.050% | |
| 2/11/2025 | LPL Financial LLC | 545,835 | $20.14M | 0.0% | +9.2% | 4.809% | |
| 2/10/2025 | Harbour Investments Inc. | 4,672 | $172K | 0.0% | -13.4% | 0.041% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 78,475 | $2.90M | 0.0% | +12.3% | 0.691% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 127,419 | $4.70M | 0.0% | +5.0% | 1.123% | |
| 2/6/2025 | Raymond James Financial Inc. | 253,272 | $9.34M | 0.0% | N/A | 2.231% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,049 | $112K | 0.0% | -13.4% | 0.027% | |
| 2/4/2025 | WealthShield Partners LLC | 1,222 | $45K | 0.0% | -37.9% | 0.011% | |
| 2/4/2025 | MONECO Advisors LLC | 15,198 | $561K | 0.1% | +6.0% | 0.134% | |
| 2/3/2025 | Private Advisor Group LLC | 16,010 | $591K | 0.0% | -6.0% | 0.141% | |
| 2/3/2025 | Gimbal Financial | 5,518 | $204K | 0.2% | N/A | 0.049% | |
| 1/28/2025 | Empirical Finance LLC | 51,610 | $1.90M | 0.1% | -11.8% | 0.455% | |
| 1/27/2025 | Financial Advocates Investment Management | 6,085 | $224K | 0.0% | -83.5% | 0.054% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 6,670 | $246K | 0.0% | +4.3% | 0.059% | |
| 1/24/2025 | ODonnell Financial Services LLC | 514,158 | $18.95M | 8.4% | -0.3% | 4.530% | |
| 1/22/2025 | Pacer Advisors Inc. | 298,114 | $11.00M | 0.0% | +4.5% | 2.627% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 46,458 | $1.71M | 0.1% | +32.1% | 0.409% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 7,150 | $264K | 0.0% | +18.8% | 0.063% | |
| 1/17/2025 | ADE LLC | 15,272 | $563K | 0.3% | -9.6% | 0.135% | |
| 1/15/2025 | J2 Capital Management Inc | 61,340 | $2.26M | 2.1% | N/A | 0.540% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 36,349 | $1.34M | 0.4% | -2.3% | 0.320% | |
| 11/15/2024 | MML Investors Services LLC | 78,742 | $2.92M | 0.0% | +435.6% | 0.694% | |
| 11/15/2024 | Jane Street Group LLC | 7,938 | $295K | 0.0% | N/A | 0.070% | |
| 11/15/2024 | Stifel Financial Corp | 73,067 | $2.71M | 0.0% | +13.4% | 0.644% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 188,112 | $6.98M | 0.0% | +2.4% | 1.657% | |
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| 11/13/2024 | Freedom Investment Management Inc. | 16,039 | $595K | 0.0% | +29.8% | 0.141% | |
| 11/12/2024 | Pacer Advisors Inc. | 285,160 | $10.59M | 0.0% | +3.9% | 2.512% | |
| 11/12/2024 | Integrated Investment Consultants LLC | 19,415 | $721K | 0.0% | N/A | 0.171% | |
| 10/25/2024 | Financial Advocates Investment Management | 36,971 | $1.37M | 0.1% | -23.8% | 0.326% | |
| 10/25/2024 | MONECO Advisors LLC | 14,338 | $532K | 0.1% | -21.0% | 0.126% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,960 | $444K | 0.0% | -7.7% | 0.105% | |
| 10/22/2024 | Private Advisor Group LLC | 17,030 | $632K | 0.0% | +7.3% | 0.150% | |
| 10/22/2024 | ODonnell Financial Services LLC | 515,479 | $19.14M | 7.8% | +8.8% | 4.542% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 37,199 | $1.38M | 0.5% | +1.3% | 0.328% | |
| 8/22/2024 | Cetera Investment Advisers | 378,586 | $13.17M | 0.0% | -0.2% | 3.336% | |
| 8/16/2024 | NewEdge Advisors LLC | 94,247 | $3.28M | 0.0% | +11.2% | 0.830% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 43,398 | $1.51M | 0.1% | -1.1% | 0.382% | |
| 8/13/2024 | Pacer Advisors Inc. | 274,360 | $9.55M | 0.0% | -7.0% | 2.417% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 71,887 | $2.50M | 0.0% | +60.0% | 0.633% | |
| 8/5/2024 | Private Advisor Group LLC | 15,873 | $552K | 0.0% | +2.8% | 0.140% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 72,034 | $2.51M | 0.0% | -3.5% | 0.635% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 12,026 | $418K | 0.0% | N/A | 0.106% | |
| 7/30/2024 | ODonnell Financial Services LLC | 473,852 | $16.49M | 7.3% | +18.6% | 4.175% | |
| 7/30/2024 | WBI Investments LLC | 199,275 | $6.93M | 1.7% | -24.5% | 1.756% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,725 | $60K | 0.0% | N/A | 0.015% | |
| 7/29/2024 | Financial Advocates Investment Management | 48,544 | $1.69M | 0.1% | -2.5% | 0.428% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 111,369 | $3.88M | 0.0% | -0.7% | 0.981% | |
| 7/24/2024 | Strategic Financial Partners Ltd. | 10,131 | $353K | 0.2% | +5.5% | 0.089% | |
| 7/19/2024 | ADE LLC | 16,894 | $588K | 0.4% | -5.9% | 0.149% | |
| 7/19/2024 | MONECO Advisors LLC | 18,151 | $632K | 0.1% | +4.8% | 0.160% | |
| 7/19/2024 | MBL Wealth LLC | 189,513 | $6.59M | 0.7% | +4.3% | 1.670% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,960 | $451K | 0.0% | +23.9% | 0.114% | |
| 5/24/2024 | Cetera Advisors LLC | 86,055 | $3.10M | 0.0% | -4.4% | 0.758% | |
| 5/24/2024 | Cetera Investment Advisers | 379,263 | $13.67M | 0.0% | +4,181.1% | 3.342% | |
| 5/10/2024 | Osaic Holdings Inc. | 213,235 | $7.68M | 0.0% | -7.6% | 1.879% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 31,063 | $1.12M | 0.1% | +10.6% | 0.274% | |
| 5/4/2024 | WBI Investments LLC | 264,043 | $9.51M | 2.0% | -13.3% | 2.326% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 6,372 | $230K | 0.0% | N/A | 0.056% | |
| 4/30/2024 | Private Advisor Group LLC | 15,448 | $557K | 0.0% | -6.6% | 0.136% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 74,677 | $2.69M | 0.0% | +1.0% | 0.658% | |
| 4/26/2024 | MONECO Advisors LLC | 17,459 | $629K | 0.1% | +2.5% | 0.154% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 112,168 | $4.04M | 0.0% | +1.6% | 0.988% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 22,012 | $793K | 0.2% | -4.7% | 0.194% | |
| 4/23/2024 | Clarus Group Inc. | 67,465 | $2.43M | 1.7% | +0.9% | 0.594% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 241,605 | $8.71M | 0.0% | -10.2% | 2.129% | |
| 4/22/2024 | MBL Wealth LLC | 181,773 | $6.55M | 0.7% | +1.9% | 1.602% | |
| 4/19/2024 | Advisor Resource Council | 13,666 | $492K | 0.2% | +68.9% | 0.120% | |
| 4/16/2024 | Register Financial Advisors LLC | 860 | $31K | 0.0% | N/A | 0.008% | |
| 4/12/2024 | Whitaker Myers Wealth Managers LTD. | 36,818 | $1.33M | 0.6% | -1.3% | 0.324% | |
| 2/14/2024 | Regal Investment Advisors LLC | 11,387 | $374K | 0.0% | +16.3% | 0.094% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 300,455 | $9.87M | 0.1% | -1.6% | 2.473% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 110,365 | $3.63M | 0.0% | -11.5% | 0.908% | |
| 2/9/2024 | WBI Investments LLC | 304,604 | $10.01M | 2.0% | -4.6% | 2.507% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 1,000 | $33K | 0.0% | N/A | 0.008% | |
| 2/9/2024 | Wells Fargo & Company MN | 635,656 | $20.89M | 0.0% | -0.4% | 5.232% | |
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| 2/9/2024 | UBS Group AG | 193,850 | $6.37M | 0.0% | -24.7% | 1.595% | |
| 2/8/2024 | Level Four Advisory Services LLC | 156,518 | $5.14M | 0.3% | -3.1% | 1.288% | |
| 2/8/2024 | Financial Advocates Investment Management | 54,778 | $1.80M | 0.1% | -2.8% | 0.451% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 181,823 | $5.98M | 0.1% | +788.5% | 1.496% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 8,960 | $300K | 0.0% | -44.3% | 0.074% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 13,914 | $457K | 0.0% | -7.7% | 0.115% | |
| 2/2/2024 | ODonnell Financial Services LLC | 377,881 | $12.42M | 6.2% | N/A | 3.110% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 18,612 | $612K | 0.0% | -19.1% | 0.153% | |
| 2/2/2024 | Magnolia Capital Advisors LLC | 44,144 | $1.45M | 1.1% | -3.7% | 0.363% | |
| 2/1/2024 | First Command Advisory Services Inc. | 1,244 | $41K | 0.0% | N/A | 0.010% | |
