| 2/17/2025 | Cetera Investment Advisers | 721,523 | $16.16M | 0.0% | +35.7% | 4.100% | |
| 2/17/2025 | Captrust Financial Advisors | 454,531 | $10.18M | 0.0% | +74.7% | 2.583% | |
| 2/17/2025 | Bank of America Corp DE | 107,190 | $2.40M | 0.0% | +95.3% | 0.609% | |
| 2/17/2025 | Ameriprise Financial Inc. | 121,173 | $2.71M | 0.0% | +8.2% | 0.688% | |
| 2/17/2025 | Ancora Advisors LLC | 1,566 | $35K | 0.0% | N/A | 0.009% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 357,059 | $8.00M | 0.0% | -0.7% | 2.029% | |
| 2/14/2025 | Jane Street Group LLC | 49,883 | $1.12M | 0.0% | -43.9% | 0.283% | |
| 2/14/2025 | Topsail Wealth Management LLC | 13,893 | $311K | 0.1% | N/A | 0.079% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 38,041 | $852K | 0.0% | +13.8% | 0.216% | |
| 2/14/2025 | MGO One Seven LLC | 12,101 | $271K | 0.0% | N/A | 0.069% | |
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| 2/14/2025 | Stifel Financial Corp | 92,256 | $2.07M | 0.0% | +6.1% | 0.524% | |
| 2/13/2025 | NewEdge Advisors LLC | 59,139 | $1.33M | 0.0% | +2.1% | 0.336% | |
| 2/13/2025 | Anchor Investment Management LLC | 1,290 | $29K | 0.0% | +344.8% | 0.007% | |
| 2/13/2025 | Oder Investment Management LLC | 119,512 | $2.68M | 2.2% | +53.0% | 0.679% | |
| 2/13/2025 | NFP Retirement Inc. | 12,629 | $283K | 0.0% | +38.2% | 0.072% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 22,704 | $509K | 0.2% | N/A | 0.129% | |
| 2/13/2025 | Raymond James Financial Inc. | 156,531 | $3.51M | 0.0% | N/A | 0.889% | |
| 2/13/2025 | Invesco Ltd. | 107,369 | $2.41M | 0.0% | -6.2% | 0.610% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 352,469 | $7.90M | 0.0% | -1.8% | 2.003% | |
| 2/13/2025 | Wells Fargo & Company MN | 836,922 | $18.75M | 0.0% | +16.4% | 4.755% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 14,594 | $327K | 0.0% | +3.2% | 0.083% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,754 | $420K | 0.0% | N/A | 0.107% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 62,643 | $1.40M | 0.0% | -4.7% | 0.356% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,179 | $206K | 0.0% | N/A | 0.052% | |
| 2/12/2025 | Tyler Stone Wealth Management | 45,708 | $1.02M | 0.2% | +26.4% | 0.260% | |
| 2/11/2025 | Ashton Thomas Securities LLC | 69,090 | $1.55M | 0.4% | -28.4% | 0.393% | |
| 2/11/2025 | LPL Financial LLC | 681,495 | $15.27M | 0.0% | +7.7% | 3.872% | |
| 2/11/2025 | HUB Investment Partners LLC | 48,040 | $1.08M | 0.0% | +1.1% | 0.273% | |
| 2/10/2025 | Harbour Investments Inc. | 5,370 | $120K | 0.0% | +53.4% | 0.031% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 17,636 | $395K | 0.1% | N/A | 0.100% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 87,993 | $1.97M | 0.0% | +130.7% | 0.500% | |
| 2/7/2025 | Independent Advisor Alliance | 64,066 | $1.44M | 0.0% | N/A | 0.364% | |
| 2/7/2025 | Meriwether Wealth & Planning LLC | 16,178 | $362K | 0.3% | N/A | 0.092% | |
| 2/7/2025 | United Community Bank | 2,200 | $49K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | GPM Growth Investors Inc. | 110,068 | $2.47M | 1.0% | -41.7% | 0.625% | |
| 2/6/2025 | Raymond James Financial Inc. | 156,531 | $3.51M | 0.0% | N/A | 0.889% | |
| 2/6/2025 | Jones Financial Companies Lllp | 99,844 | $2.24M | 0.0% | +176.5% | 0.567% | |
| 2/5/2025 | Private Trust Co. NA | 5,162 | $116K | 0.0% | +17.0% | 0.029% | |
| 2/5/2025 | Altrius Capital Management Inc | 91,682 | $2.05M | 0.6% | +110.1% | 0.524% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 12,031 | $269K | 0.0% | +24.1% | 0.069% | |
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| 2/4/2025 | WESPAC Advisors LLC | 13,812 | $309K | 0.2% | N/A | 0.079% | |
| 2/4/2025 | Denver PWM LLC | 2,495 | $56K | 0.0% | +172.7% | 0.014% | |
| 2/3/2025 | Private Advisor Group LLC | 41,404 | $927K | 0.0% | +9.2% | 0.237% | |
| 1/31/2025 | Key Financial Inc | 22,824 | $511K | 0.1% | +35.3% | 0.133% | |
| 1/31/2025 | 4Thought Financial Group Inc. | 20,501 | $459K | 0.3% | +2.3% | 0.119% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 23,651 | $530K | 0.0% | +137.7% | 0.138% | |
| 1/30/2025 | Allworth Financial LP | 18,760 | $423K | 0.0% | +20.5% | 0.109% | |
| 1/30/2025 | Howard Wealth Management LLC | 98,636 | $2.21M | 1.2% | +23.1% | 0.573% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 129,765 | $2.93M | 2.6% | N/A | 0.754% | |
| 1/30/2025 | SFE Investment Counsel | 341,001 | $7.64M | 1.6% | +8.7% | 1.983% | |
| 1/28/2025 | Stephens Inc. AR | 19,824 | $444K | 0.0% | +13.4% | 0.115% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 17,220 | $386K | 0.0% | -4.3% | 0.100% | |
| 1/28/2025 | Leo Wealth LLC | 13,110 | $294K | 0.0% | N/A | 0.076% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 20,720 | $464K | 0.0% | -20.0% | 0.120% | |
| 1/24/2025 | Vantage Point Financial LLC | 45,899 | $1.03M | 0.6% | N/A | 0.275% | |
| 1/23/2025 | AA Financial Advisors LLC | 25,835 | $579K | 0.2% | +133.5% | 0.155% | |
| 1/22/2025 | Sound Stewardship LLC | 50,018 | $1.12M | 0.7% | +1.6% | 0.300% | |
| 1/22/2025 | Legacy Financial Group LLC | 63,447 | $1.42M | 0.0% | +12.7% | 0.380% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,299 | $701K | 0.0% | +3.2% | 0.187% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 17,810 | $399K | 0.0% | +49.5% | 0.107% | |
| 1/21/2025 | Gradient Investments LLC | 10,804 | $242K | 0.0% | N/A | 0.065% | |
| 1/17/2025 | Advisory Alpha LLC | 232,296 | $5.20M | 0.2% | +5.2% | 1.399% | |
| 1/17/2025 | Atomi Financial Group Inc. | 52,328 | $1.17M | 0.1% | +5.9% | 0.315% | |
| 1/17/2025 | Segment Wealth Management LLC | 66,580 | $1.49M | 0.1% | +6.1% | 0.401% | |
| 1/16/2025 | Ironwood Wealth Management LLC. | 351,641 | $7.88M | 2.4% | +2.9% | 2.009% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 12,367 | $278K | 0.1% | N/A | 0.075% | |
| 1/15/2025 | Carnegie Investment Counsel | 21,875 | $490K | 0.0% | N/A | 0.133% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 98,796 | $2.21M | 0.1% | +26.3% | 0.599% | |
| 1/14/2025 | Rovin Capital UT ADV | 218,931 | $4.90M | 1.8% | +29.1% | 1.327% | |
| 1/14/2025 | S.E.E.D. Planning Group LLC | 77,329 | $1.73M | 0.6% | -14.4% | 0.469% | |
| 1/14/2025 | Quad Cities Investment Group LLC | 17,386 | $389K | 0.2% | +36.8% | 0.105% | |
| 1/13/2025 | Brookstone Capital Management | 33,877 | $759K | 0.0% | +3.6% | 0.205% | |
| 1/7/2025 | Horizons Wealth Management | 7,088 | $159K | 0.1% | +91.3% | 0.043% | |
| 1/3/2025 | GAMMA Investing LLC | 46,241 | $1.04M | 0.1% | +83.9% | 0.328% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 14,139 | $321K | 0.0% | +8.4% | 0.100% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 65,713 | $1.49M | 0.0% | +4.5% | 0.466% | |
| 11/15/2024 | Jane Street Group LLC | 88,954 | $2.02M | 0.0% | +47.7% | 0.631% | |
| 11/15/2024 | Stifel Financial Corp | 86,962 | $1.97M | 0.0% | +3.6% | 0.617% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 33,441 | $759K | 0.0% | +10.4% | 0.237% | |
| 11/14/2024 | Captrust Financial Advisors | 260,140 | $5.91M | 0.0% | N/A | 1.845% | |
| 11/12/2024 | Larson Financial Group LLC | 9,083 | $206K | 0.0% | +89.3% | 0.064% | |
| 11/6/2024 | Altrius Capital Management Inc | 43,646 | $991K | 0.2% | +120.3% | 0.310% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 9,696 | $220K | 0.0% | N/A | 0.069% | |
| 11/4/2024 | Alaska Permanent Capital Management | 5,164 | $117K | 0.0% | N/A | 0.037% | |
| 11/4/2024 | Alaska Wealth Advisors | 8,852 | $201K | 0.0% | N/A | 0.063% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 96,457 | $2.19M | 0.4% | +5.4% | 0.684% | |
| 11/4/2024 | Tyler Stone Wealth Management | 36,160 | $821K | 0.2% | +634.2% | 0.256% | |
| 11/1/2024 | Rovin Capital UT ADV | 169,615 | $3.85M | 1.4% | +15.7% | 1.203% | |
| 10/29/2024 | Key Financial Inc | 16,869 | $383K | 0.1% | +16.9% | 0.121% | |
| 10/28/2024 | Stephens Inc. AR | 17,479 | $397K | 0.0% | N/A | 0.126% | |
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| 10/28/2024 | Pacific Wealth Strategies Group Inc. | 11,200 | $254K | 0.2% | N/A | 0.081% | |
| 10/25/2024 | Voisard Asset Management Group Inc. | 4,485 | $102K | 0.0% | N/A | 0.032% | |
| 10/25/2024 | SFE Investment Counsel | 313,629 | $7.12M | 1.5% | +2.2% | 2.256% | |
| 10/24/2024 | Sound Stewardship LLC | 49,251 | $1.12M | 0.6% | +5.9% | 0.354% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 9,952 | $226K | 0.0% | N/A | 0.072% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 22,332 | $507K | 0.0% | N/A | 0.161% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 78,194 | $1.78M | 0.1% | +38.1% | 0.563% | |
| 10/22/2024 | Rebalance LLC | 22,571 | $512K | 0.0% | N/A | 0.162% | |
| 10/22/2024 | Segment Wealth Management LLC | 62,750 | $1.42M | 0.1% | +16.3% | 0.451% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 10,819 | $246K | 0.0% | N/A | 0.078% | |
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