| 2/19/2025 | Richmond Investment Services LLC | 11,547 | $323K | 0.2% | N/A | 0.335% | |
| 2/17/2025 | Cetera Investment Advisers | 137,629 | $3.86M | 0.0% | +16.4% | 3.989% | |
| 2/17/2025 | Captrust Financial Advisors | 143,131 | $4.01M | 0.0% | -1.7% | 4.149% | |
| 2/17/2025 | Benjamin Edwards Inc. | 28,058 | $786K | 0.0% | +90.5% | 0.813% | |
| 2/14/2025 | Jane Street Group LLC | 14,968 | $419K | 0.0% | +14.4% | 0.434% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 43,637 | $1.22M | 0.2% | +45.6% | 1.265% | |
| 2/14/2025 | First Trust Advisors LP | 106,076 | $2.97M | 0.0% | +29.3% | 3.075% | |
| 2/14/2025 | GeoWealth Management LLC | 27,104 | $759K | 0.0% | -27.0% | 0.786% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 5,452 | $155K | 0.0% | +7.5% | 0.158% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 14,258 | $399K | 0.1% | N/A | 0.413% | |
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| 2/13/2025 | CreativeOne Wealth LLC | 48,278 | $1.35M | 0.0% | +31.8% | 1.399% | |
| 2/13/2025 | Raymond James Financial Inc. | 84,379 | $2.36M | 0.0% | N/A | 2.446% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 352,997 | $9.89M | 0.0% | +2.8% | 10.232% | |
| 2/12/2025 | World Investment Advisors | 16,711 | $468K | 0.0% | +17.1% | 0.484% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 17,201 | $482K | 0.3% | -34.8% | 0.499% | |
| 2/12/2025 | Tucker Asset Management LLC | 2,508 | $70K | 0.0% | +54.1% | 0.073% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 43,385 | $1.22M | 0.0% | +4.8% | 1.258% | |
| 2/11/2025 | LPL Financial LLC | 214,734 | $6.02M | 0.0% | +11.8% | 6.224% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 36,182 | $1.01M | 0.0% | +4.7% | 1.049% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 33,884 | $949K | 0.0% | -7.3% | 0.982% | |
| 2/10/2025 | 1776 Wealth LLC | 9,319 | $261K | 0.1% | -10.1% | 0.270% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 68,722 | $1.93M | 0.0% | -16.3% | 1.992% | |
| 2/7/2025 | PFG Advisors | 22,264 | $624K | 0.0% | +81.2% | 0.645% | |
| 2/6/2025 | Raymond James Financial Inc. | 84,379 | $2.36M | 0.0% | N/A | 2.446% | |
| 2/6/2025 | Atria Investments Inc | 11,120 | $311K | 0.0% | -38.2% | 0.322% | |
| 2/6/2025 | Assetmark Inc. | 126,933 | $3.56M | 0.0% | +9.6% | 3.679% | |
| 2/5/2025 | Maripau Wealth Management LLC | 7,591 | $213K | 0.1% | N/A | 0.220% | |
| 2/4/2025 | Bank of New York Mellon Corp | 54,238 | $1.52M | 0.0% | -20.3% | 1.572% | |
| 2/4/2025 | IFP Advisors Inc | 43,900 | $1.23M | 0.0% | +24.9% | 1.272% | |
| 1/31/2025 | Global Retirement Partners LLC | 8,647 | $242K | 0.0% | -6.7% | 0.251% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 29,064 | $814K | 0.0% | -30.9% | 0.842% | |
| 1/30/2025 | Allworth Financial LP | 3,969 | $113K | 0.0% | -53.7% | 0.115% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 24,410 | $684K | 0.1% | -13.2% | 0.708% | |
| 1/29/2025 | TFB Advisors LLC | 9,136 | $256K | 0.1% | +26.3% | 0.265% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 109,937 | $3.08M | 3.0% | -2.9% | 3.187% | |
| 1/29/2025 | Focus Financial Network Inc. | 13,543 | $379K | 0.0% | -2.8% | 0.393% | |
| 1/23/2025 | Iams Wealth Management LLC | 21,867 | $612K | 0.3% | +8.0% | 0.634% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 22,216 | $622K | 0.2% | +1.9% | 0.644% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 14,345 | $402K | 0.0% | +49.3% | 0.416% | |
| 1/14/2025 | Park Avenue Securities LLC | 15,800 | $443K | 0.0% | +4.3% | 0.458% | |
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| 1/14/2025 | Signal Advisors Wealth LLC | 7,928 | $222K | 0.0% | -8.2% | 0.230% | |
| 12/16/2024 | SMART Wealth LLC | 14,236 | $396K | 0.2% | -23.1% | 0.401% | |
| 11/25/2024 | World Investment Advisors LLC | 14,275 | $397K | 0.0% | N/A | 0.402% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 41,416 | $1.15M | 0.0% | +17.9% | 1.167% | |
| 11/15/2024 | Jane Street Group LLC | 13,081 | $364K | 0.0% | -77.7% | 0.368% | |
| 11/15/2024 | Stifel Financial Corp | 57,213 | $1.59M | 0.0% | -15.1% | 1.612% | |
| 11/15/2024 | Pinnacle Family Advisors LLC | 24,798 | $690K | 0.4% | +6.4% | 0.699% | |
| 11/15/2024 | Benjamin Edwards Inc. | 14,730 | $410K | 0.0% | +2,475.2% | 0.415% | |
| 11/14/2024 | Flow Traders U.S. LLC | 20,891 | $581K | 0.0% | -36.9% | 0.588% | |
| 11/14/2024 | Captrust Financial Advisors | 145,648 | $4.05M | 0.0% | +8.1% | 4.103% | |
| 11/14/2024 | CreativeOne Wealth LLC | 36,632 | $1.02M | 0.0% | +129.8% | 1.032% | |
| 11/6/2024 | 1776 Wealth LLC | 10,366 | $288K | 0.1% | -18.4% | 0.292% | |
| 11/1/2024 | Atria Investments Inc | 17,982 | $500K | 0.0% | -4.4% | 0.507% | |
| 11/1/2024 | Assetmark Inc. | 115,762 | $3.22M | 0.0% | +138.1% | 3.261% | |
| 10/31/2024 | TFB Advisors LLC | 7,232 | $201K | 0.1% | N/A | 0.204% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 28,115 | $782K | 0.2% | -69.8% | 0.792% | |
| 10/28/2024 | Focus Financial Network Inc. | 13,926 | $388K | 0.0% | +8.1% | 0.336% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 21,805 | $607K | 0.2% | -2.6% | 0.525% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 17,819 | $496K | 0.1% | -3.3% | 0.429% | |
| 10/24/2024 | Vima LLC | 34,405 | $957K | 1.9% | -4.7% | 0.829% | |
| 10/23/2024 | Allworth Financial LP | 8,566 | $238K | 0.0% | -15.9% | 0.206% | |
| 10/11/2024 | Iams Wealth Management LLC | 20,238 | $563K | 0.3% | +36.2% | 0.488% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 9,485 | $265K | 0.1% | -42.2% | 0.229% | |
| 10/3/2024 | Park Avenue Securities LLC | 15,153 | $422K | 0.0% | -5.7% | 0.316% | |
| 9/5/2024 | Sanctuary Advisors LLC | 14,054 | $411K | 0.0% | N/A | 0.293% | |
| 8/22/2024 | Cetera Investment Advisers | 115,615 | $3.29M | 0.0% | +3.0% | 2.409% | |
| 8/19/2024 | Hershey Financial Advisers LLC | 1,795 | $51K | 0.0% | N/A | 0.037% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 22,385 | $636K | 0.2% | -48.0% | 0.466% | |
| 8/15/2024 | Horizon Advisory Services Inc. | 635,544 | $18.06M | 8.6% | +4.1% | 13.241% | |
| 8/14/2024 | Bank of Montreal Can | 26,332 | $756K | 0.0% | N/A | 0.549% | |
| 8/13/2024 | AE Wealth Management LLC | 52,547 | $1.49M | 0.0% | +79.3% | 1.095% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 13,260 | $377K | 0.0% | +3.1% | 0.276% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 28,189 | $801K | 0.0% | -13.3% | 0.587% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 341,922 | $9.71M | 0.0% | -2.3% | 7.123% | |
| 8/8/2024 | Vima LLC | 36,088 | $1.03M | 2.2% | +28.1% | 0.752% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 71,930 | $2.04M | 0.2% | -12.8% | 1.499% | |
| 8/2/2024 | FSB Premier Wealth Management Inc. | 13,485 | $383K | 0.2% | -32.2% | 0.314% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 36,722 | $1.04M | 0.0% | -27.1% | 0.854% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 93,196 | $2.65M | 0.6% | -18.5% | 2.167% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 18,430 | $524K | 0.1% | -2.3% | 0.429% | |
| 7/26/2024 | Bank of New York Mellon Corp | 67,467 | $1.92M | 0.0% | -4.3% | 1.569% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 4,962 | $141K | 0.0% | -16.7% | 0.115% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 41,495 | $1.18M | 0.0% | -11.6% | 0.965% | |
| 7/22/2024 | Focus Financial Network Inc. | 12,886 | $370K | 0.0% | -5.9% | 0.300% | |
| 7/15/2024 | RFG Advisory LLC | 8,114 | $231K | 0.0% | -43.8% | 0.187% | |
| 7/10/2024 | Simplicity Wealth LLC | 34,389 | $977K | 0.0% | -1.6% | 0.791% | |
| 5/24/2024 | Cetera Advisors LLC | 21,822 | $628K | 0.0% | +46.2% | 0.485% | |
| 5/24/2024 | Cetera Investment Advisers | 112,257 | $3.23M | 0.0% | -42.7% | 2.495% | |
| 5/17/2024 | Vima LLC | 28,165 | $837K | 0.2% | -13.7% | 0.626% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 10,626 | $306K | 0.0% | N/A | 0.236% | |
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| 5/17/2024 | Coppell Advisory Solutions Corp. | 41,819 | $1.20M | 0.2% | N/A | 0.929% | |
| 5/16/2024 | Jane Street Group LLC | 323,350 | $9.31M | 0.0% | +180.0% | 7.186% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 22,325 | $641K | 0.0% | +59.0% | 0.496% | |
| 5/14/2024 | CreativeOne Wealth LLC | 14,992 | $431K | 0.0% | +64.9% | 0.333% | |
| 5/7/2024 | PFG Advisors | 10,489 | $302K | 0.0% | -15.5% | 0.238% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 34,504 | $993K | 0.0% | -22.3% | 0.784% | |
| 5/1/2024 | StoneX Group Inc. | 22,940 | $660K | 0.1% | -26.2% | 0.510% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 5,956 | $171K | 0.0% | -39.1% | 0.132% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 50,383 | $1.45M | 0.0% | -19.7% | 1.120% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,862 | $370K | 0.0% | -52.2% | 0.286% | |
