| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,990 | $513K | 0.0% | +13.0% | 0.267% | |
| 2/17/2025 | Cetera Investment Advisers | 132,903 | $2.84M | 0.0% | +220.4% | 1.477% | |
| 2/17/2025 | Bank of America Corp DE | 30,045 | $643K | 0.0% | +29.0% | 0.334% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,912 | $426K | 0.0% | N/A | 0.221% | |
| 2/17/2025 | Ancora Advisors LLC | 1,683 | $36K | 0.0% | N/A | 0.019% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 342,588 | $7.33M | 0.0% | -3.5% | 3.807% | |
| 2/14/2025 | Jane Street Group LLC | 139,598 | $2.99M | 0.0% | +229.2% | 1.551% | |
| 2/14/2025 | Topsail Wealth Management LLC | 14,105 | $302K | 0.1% | N/A | 0.157% | |
| 2/13/2025 | NewEdge Advisors LLC | 2,026 | $43K | 0.0% | +908.0% | 0.023% | |
| 2/13/2025 | Raymond James Financial Inc. | 105,765 | $2.26M | 0.0% | N/A | 1.175% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 397,222 | $8.50M | 0.0% | +1.3% | 4.414% | |
| 2/13/2025 | Wells Fargo & Company MN | 102,245 | $2.19M | 0.0% | +389.1% | 1.136% | |
| 2/12/2025 | JPMorgan Chase & Co. | 7,500 | $160K | 0.0% | N/A | 0.083% | |
| 2/11/2025 | LPL Financial LLC | 914,358 | $19.56M | 0.0% | +51.9% | 10.160% | |
| 2/11/2025 | HUB Investment Partners LLC | 31,927 | $683K | 0.0% | +15.6% | 0.355% | |
| 2/10/2025 | Harbour Investments Inc. | 27,751 | $594K | 0.0% | +1,080.9% | 0.308% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 36,166 | $774K | 0.0% | +191.7% | 0.402% | |
| 2/7/2025 | Independent Advisor Alliance | 42,225 | $903K | 0.0% | N/A | 0.469% | |
| 2/7/2025 | Tassel Capital Management Inc. | 12,995 | $278K | 0.2% | N/A | 0.144% | |
| 2/6/2025 | GPM Growth Investors Inc. | 205,888 | $4.41M | 1.9% | N/A | 2.288% | |
| 2/6/2025 | Raymond James Financial Inc. | 105,765 | $2.26M | 0.0% | N/A | 1.175% | |
| 2/4/2025 | MONECO Advisors LLC | 67,472 | $1.44M | 0.2% | +6.2% | 0.750% | |
| 2/3/2025 | Advyzon Investment Management LLC | 17,197 | $368K | 0.1% | N/A | 0.191% | |
| 1/31/2025 | Key Financial Inc | 9,985 | $214K | 0.0% | +65.2% | 0.113% | |
| 1/31/2025 | 4Thought Financial Group Inc. | 21,842 | $467K | 0.3% | +2.3% | 0.248% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 118,417 | $2.53M | 0.1% | N/A | 1.346% | |
| 1/30/2025 | Howard Wealth Management LLC | 95,389 | $2.04M | 1.1% | +21.7% | 1.084% | |
| 1/30/2025 | SFE Investment Counsel | 296,536 | $6.34M | 1.3% | +20.4% | 3.370% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 16,184 | $346K | 0.0% | N/A | 0.184% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 118,417 | $2.53M | 0.0% | N/A | 1.361% | |
| 1/28/2025 | Leo Wealth LLC | 13,941 | $298K | 0.0% | N/A | 0.160% | |
| 1/24/2025 | Vantage Point Financial LLC | 12,032 | $257K | 0.1% | N/A | 0.142% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 10,234 | $219K | 0.0% | N/A | 0.120% | |
| 1/22/2025 | Legacy Financial Group LLC | 660,589 | $14.13M | 0.0% | +37.4% | 7.772% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,510 | $75K | 0.0% | +81.9% | 0.041% | |
| 1/17/2025 | Advisory Alpha LLC | 151,108 | $3.23M | 0.1% | N/A | 1.799% | |
| 1/17/2025 | Segment Wealth Management LLC | 37,910 | $811K | 0.1% | +168.1% | 0.451% | |
| 1/16/2025 | Ironwood Wealth Management LLC. | 12,741 | $273K | 0.1% | N/A | 0.142% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 16,370 | $350K | 0.1% | N/A | 0.197% | |
| 1/13/2025 | Brookstone Capital Management | 29,857 | $639K | 0.0% | N/A | 0.360% | |
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| 1/7/2025 | Horizons Wealth Management | 1,858 | $40K | 0.0% | N/A | 0.023% | |
| 1/3/2025 | GAMMA Investing LLC | 4,772 | $102K | 0.0% | +29.3% | 0.072% | |
| 11/15/2024 | Jane Street Group LLC | 42,401 | $927K | 0.0% | -10.3% | 0.642% | |
| 11/12/2024 | Larson Financial Group LLC | 8,050 | $176K | 0.0% | +118.2% | 0.122% | |
| 11/4/2024 | Alaska Wealth Advisors | 9,175 | $201K | 0.0% | N/A | 0.139% | |
| 11/1/2024 | Rovin Capital UT ADV | 30,892 | $675K | 0.2% | +72.0% | 0.468% | |
| 10/29/2024 | Key Financial Inc | 6,045 | $132K | 0.0% | +29.4% | 0.099% | |
| 10/28/2024 | Stephens Inc. AR | 12,182 | $266K | 0.0% | N/A | 0.200% | |
| 10/25/2024 | MONECO Advisors LLC | 63,524 | $1.39M | 0.2% | +37.2% | 1.095% | |
| 10/25/2024 | SFE Investment Counsel | 246,294 | $5.38M | 1.1% | +17.2% | 4.246% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,222 | $464K | 0.0% | N/A | 0.366% | |
| 10/22/2024 | Segment Wealth Management LLC | 14,140 | $309K | 0.0% | +4.8% | 0.244% | |
| 10/16/2024 | Legacy Financial Group LLC | 480,611 | $10.51M | 2.0% | +26.2% | 8.738% | |
| 10/8/2024 | Atomi Financial Group Inc. | 21,508 | $470K | 0.0% | +124.1% | 0.398% | |
| 10/7/2024 | GAMMA Investing LLC | 3,692 | $81K | 0.0% | +131.2% | 0.070% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 20,400 | $428K | 0.0% | -16.2% | 0.486% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 1,960 | $41K | 0.0% | +36.1% | 0.047% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 306,447 | $6.42M | 0.0% | +22.2% | 7.296% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 321,602 | $6.74M | 0.0% | +28.0% | 7.657% | |
| 8/6/2024 | SFE Investment Counsel | 210,191 | $4.41M | 1.0% | +103.6% | 5.005% | |
| 8/2/2024 | Larson Financial Group LLC | 3,689 | $77K | 0.0% | N/A | 0.088% | |
| 7/30/2024 | Key Financial Inc | 4,670 | $98K | 0.0% | N/A | 0.117% | |
| 7/29/2024 | 4Thought Financial Group Inc. | 21,385 | $448K | 0.3% | +11.8% | 0.535% | |
| 7/26/2024 | Atomi Financial Group Inc. | 9,599 | $201K | 0.0% | N/A | 0.246% | |
| 7/19/2024 | MONECO Advisors LLC | 46,293 | $970K | 0.1% | +33.3% | 1.218% | |
| 7/18/2024 | Rovin Capital UT ADV | 17,958 | $376K | 0.2% | +44.2% | 0.473% | |
| 7/2/2024 | GAMMA Investing LLC | 1,597 | $33K | 0.0% | N/A | 0.061% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 30,171 | $639K | 0.0% | +16.0% | 1.160% | |
| 4/26/2024 | MONECO Advisors LLC | 34,741 | $736K | 0.1% | +125.7% | 1.336% | |
| 4/22/2024 | Rovin Capital UT ADV | 12,454 | $264K | 0.1% | N/A | 0.479% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 26,015 | $551K | 0.0% | N/A | 1.530% | |
| 2/6/2024 | TCG Advisory Services LLC | 30,881 | $654K | 0.0% | +39.4% | 1.817% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,346 | $29K | 0.0% | N/A | 0.079% | |
| 1/31/2024 | SFE Investment Counsel | 52,274 | $1.11M | 0.3% | N/A | 3.075% | |
| 1/30/2024 | Capital Analysts LLC | 2,043 | $43K | 0.0% | N/A | 0.120% | |
| 1/16/2024 | Raymond James & Associates | 16,227 | $344K | 0.0% | N/A | 1.082% | |
| 11/6/2023 | MONECO Advisors LLC | 15,022 | $299K | 0.1% | N/A | 1.502% | |
| 8/9/2023 | Flow Traders U.S. LLC | 32,967 | $671K | 0.0% | -4.1% | 3.663% | |
| 8/2/2023 | Bank of Montreal Can | 4,596 | $94K | 0.0% | N/A | 0.511% | |
| 4/24/2023 | TCG Advisory Services LLC | 22,160 | $455K | 0.1% | N/A | 3.166% | |
| 3/6/2023 | OLD Mission Capital LLC | 2,483 | $49K | 0.0% | N/A | 0.355% | |
| 2/8/2023 | 4Thought Financial Group Inc. | 19,098 | $381K | 0.3% | +3.6% | 3.183% | |
| 11/15/2022 | Flow Traders U.S. LLC | 62,627 | $1.21M | 0.1% | N/A | 12.525% | |
| 11/3/2022 | Global Retirement Partners LLC | 1,350 | $27K | 0.0% | N/A | 0.270% | |
| 10/13/2022 | SJS Investment Consulting Inc. | 1,739 | $33K | 0.0% | N/A | 0.348% | |
| 7/19/2022 | 4Thought Financial Group Inc. | 18,505 | $369K | 0.3% | N/A | 3.084% | |
| 5/10/2022 | Wrapmanager Inc. | 24,382 | $554K | 0.1% | -4.5% | 4.876% | |
| 5/5/2022 | SJS Investment Consulting Inc. | 1,739 | $40K | 0.0% | N/A | 0.348% | |
| 2/10/2022 | Regal Investment Advisors LLC | 9,475 | $234K | 0.0% | N/A | 2.369% | |
| 2/7/2022 | Wrapmanager Inc. | 25,521 | $629K | 0.2% | N/A | 8.507% | |
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| 1/26/2022 | 4Thought Financial Group Inc. | 19,682 | $485K | 0.4% | N/A | 6.561% | |
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