| 11/25/2024 | Sanctuary Advisors LLC | 450,578 | $10.07M | 0.1% | +8.1% | 2.449% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 11,820 | $283K | 0.0% | +7.8% | 0.064% | |
| 11/15/2024 | MML Investors Services LLC | 32,100 | $769K | 0.0% | +31.7% | 0.174% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 36,082 | $865K | 0.0% | +15.8% | 0.196% | |
| 11/15/2024 | Jane Street Group LLC | 102,608 | $2.46M | 0.0% | +63.7% | 0.558% | |
| 11/15/2024 | Stifel Financial Corp | 45,515 | $1.09M | 0.0% | +11.1% | 0.247% | |
|
| 11/15/2024 | Integrated Wealth Concepts LLC | 82,295 | $1.97M | 0.0% | +57.7% | 0.447% | |
| 11/15/2024 | Benjamin Edwards Inc. | 35,859 | $859K | 0.0% | +413.0% | 0.195% | |
| 11/14/2024 | Flow Traders U.S. LLC | 18,724 | $449K | 0.0% | N/A | 0.102% | |
| 11/14/2024 | CreativeOne Wealth LLC | 13,287 | $318K | 0.0% | N/A | 0.072% | |
| 11/13/2024 | D.A. Davidson & CO. | 31,283 | $750K | 0.0% | +6.6% | 0.170% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 164,452 | $3.94M | 0.1% | -54.0% | 0.894% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 11,657 | $279K | 0.0% | +9.0% | 0.063% | |
| 11/8/2024 | Prospera Financial Services Inc | 63,409 | $1.52M | 0.0% | +9.6% | 0.345% | |
| 11/1/2024 | Atria Investments Inc | 60,981 | $1.46M | 0.0% | +11.2% | 0.331% | |
| 11/1/2024 | Assetmark Inc. | 156,119 | $3.74M | 0.0% | +17.7% | 0.848% | |
| 10/29/2024 | TrueWealth Advisors LLC | 16,101 | $386K | 0.1% | +42.3% | 0.088% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 107,328 | $2.57M | 0.0% | -17.2% | 0.583% | |
| 10/29/2024 | Luken Investment Analytics LLC | 373,372 | $8.95M | 4.1% | -1.7% | 2.029% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 39,067 | $895K | 0.0% | -2.6% | 0.212% | |
| 10/25/2024 | Golden State Equity Partners | 31,040 | $744K | 0.2% | +12.9% | 0.169% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 31,243 | $749K | 0.2% | +3.0% | 0.170% | |
| 10/23/2024 | Trueblood Wealth Management LLC | 13,817 | $331K | 0.2% | +17.9% | 0.075% | |
| 10/22/2024 | International Assets Investment Management LLC | 828,343 | $198.47M | 0.0% | +19,213.2% | 4.502% | |
| 10/22/2024 | Private Advisor Group LLC | 169,011 | $4.05M | 0.0% | +7.4% | 0.919% | |
| 10/22/2024 | Sebold Capital Management Inc. | 42,186 | $1.01M | 0.7% | -3.9% | 0.229% | |
| 10/11/2024 | Iams Wealth Management LLC | 26,765 | $641K | 0.3% | +20.5% | 0.145% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 26,985 | $647K | 0.0% | +18.5% | 0.147% | |
| 10/8/2024 | CWM LLC | 50,183 | $1.20M | 0.0% | -16.4% | 0.273% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 42,922 | $1.04M | 0.2% | -14.5% | 0.233% | |
| 10/3/2024 | Park Avenue Securities LLC | 31,990 | $766K | 0.0% | -7.9% | 0.174% | |
| 9/5/2024 | Sanctuary Advisors LLC | 417,001 | $9.83M | 0.1% | N/A | 2.236% | |
| 8/22/2024 | Cetera Investment Advisers | 457,394 | $10.95M | 0.0% | -0.7% | 2.453% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 30,327 | $726K | 0.2% | +5.0% | 0.163% | |
| 8/13/2024 | AE Wealth Management LLC | 67,320 | $1.61M | 0.0% | +11.8% | 0.361% | |
| 8/13/2024 | Benjamin Edwards Inc. | 6,990 | $167K | 0.0% | -22.1% | 0.037% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 25,418 | $609K | 0.0% | +9.5% | 0.136% | |
| 8/9/2024 | Rathbones Group PLC | 26,802 | $642K | 0.0% | +11.2% | 0.144% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 529,699 | $12.68M | 0.0% | +2.3% | 2.840% | |
| 8/8/2024 | Luken Investment Analytics LLC | 379,790 | $9.09M | 4.6% | -4.8% | 2.036% | |
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| 8/5/2024 | Private Advisor Group LLC | 157,356 | $3.77M | 0.0% | +679.5% | 0.844% | |
| 8/2/2024 | FSB Premier Wealth Management Inc. | 9,133 | $219K | 0.1% | -25.4% | 0.049% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 52,409 | $1.26M | 0.0% | +1.5% | 0.281% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 10,960 | $262K | 0.0% | +7.0% | 0.059% | |
| 7/30/2024 | International Assets Investment Management LLC | 4,289 | $103K | 0.0% | N/A | 0.023% | |
| 7/26/2024 | ABLE Financial Group LLC | 9,794 | $234K | 0.1% | -7.4% | 0.053% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 14,928 | $357K | 0.1% | +5.5% | 0.080% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 169,130 | $4.05M | 0.0% | +3.2% | 0.907% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 24,344 | $583K | 0.0% | N/A | 0.131% | |
| 7/26/2024 | Bank of New York Mellon Corp | 279,734 | $6.70M | 0.0% | +1.8% | 1.500% | |
| 7/24/2024 | TrueWealth Advisors LLC | 11,316 | $271K | 0.1% | N/A | 0.061% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 22,780 | $545K | 0.0% | +6.4% | 0.122% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 33,953 | $813K | 0.0% | +39.8% | 0.182% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 492,709 | $11.80M | 0.0% | +1.7% | 2.642% | |
| 7/19/2024 | Raymond James & Associates | 64,691 | $1.55M | 0.0% | -11.2% | 0.347% | |
| 7/17/2024 | Midwest Financial Group LLC | 92,529 | $2.22M | 1.4% | +2.0% | 0.496% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 10,696 | $256K | 0.0% | +12.6% | 0.057% | |
| 7/15/2024 | RFG Advisory LLC | 12,651 | $303K | 0.0% | +6.5% | 0.068% | |
| 7/10/2024 | CWM LLC | 60,035 | $1.44M | 0.0% | -11.6% | 0.322% | |
| 7/10/2024 | Hilltop National Bank | 1,378 | $33K | 0.0% | N/A | 0.007% | |
| 7/9/2024 | Park Avenue Securities LLC | 34,719 | $831K | 0.0% | +5.3% | 0.186% | |
| 5/24/2024 | Cetera Advisors LLC | 354,854 | $8.12M | 0.1% | +2,216.7% | 1.913% | |
| 5/24/2024 | Cetera Investment Advisers | 460,439 | $10.53M | 0.0% | +16.6% | 2.482% | |
| 5/21/2024 | Atria Investments Inc | 51,760 | $1.18M | 0.0% | N/A | 0.279% | |
| 5/17/2024 | Comerica Bank | 36,601 | $837K | 0.0% | -2.0% | 0.197% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 115,751 | $2.65M | 0.5% | N/A | 0.624% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 13,653 | $285K | 0.0% | N/A | 0.074% | |
| 5/14/2024 | CreativeOne Wealth LLC | 12,361 | $283K | 0.0% | N/A | 0.067% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 358,555 | $8.20M | 0.2% | +10.0% | 1.933% | |
| 5/7/2024 | WealthPLAN Partners LLC | 141,099 | $3.23M | 0.3% | +3.1% | 0.761% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 31,017 | $709K | 0.0% | +1.9% | 0.167% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 609,135 | $13.93M | 0.4% | -1.0% | 3.284% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 41,172 | $942K | 0.0% | +11.8% | 0.222% | |
| 5/1/2024 | StoneX Group Inc. | 22,184 | $507K | 0.1% | -15.7% | 0.120% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 28,286 | $647K | 0.0% | -2.0% | 0.152% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 21,415 | $490K | 0.0% | +8.8% | 0.115% | |
| 4/29/2024 | Benjamin Edwards Inc. | 8,974 | $205K | 0.0% | -6.3% | 0.048% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 11,717 | $268K | 0.2% | -22.2% | 0.064% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 163,914 | $3.75M | 0.0% | +26.0% | 0.888% | |
| 4/23/2024 | Luken Investment Analytics LLC | 398,977 | $9.13M | 4.6% | -3.4% | 2.162% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 484,663 | $11.08M | 0.0% | -9.4% | 2.627% | |
| 4/18/2024 | Iams Wealth Management LLC | 30,725 | $704K | 0.4% | +2.8% | 0.167% | |
| 4/16/2024 | OneAscent Financial Services LLC | 27,894 | $638K | 0.1% | +19.2% | 0.151% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 40,296 | $923K | 0.3% | -8.4% | 0.218% | |
| 4/11/2024 | RFG Advisory LLC | 11,881 | $272K | 0.0% | -7.3% | 0.064% | |
| 4/11/2024 | Midwest Financial Group LLC | 90,684 | $2.07M | 1.4% | +1.2% | 0.492% | |
| 4/10/2024 | Park Avenue Securities LLC | 32,970 | $754K | 0.0% | +2.6% | 0.179% | |
| 3/5/2024 | Fisher Asset Management LLC | 10,670 | $236K | 0.0% | N/A | 0.058% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 41,196 | $910K | 0.0% | -24.1% | 0.225% | |
| 2/13/2024 | Rathbones Group PLC | 26,159 | $579K | 0.0% | -2.3% | 0.143% | |
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| 2/12/2024 | StoneX Group Inc. | 26,317 | $582K | 0.1% | -6.6% | 0.143% | |
| 2/12/2024 | Pine Valley Investments Ltd Liability Co | 10,184 | $225K | 0.0% | -5.4% | 0.055% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 22,386 | $496K | 0.0% | +12.0% | 0.122% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 130,094 | $2.88M | 0.0% | -29.9% | 0.709% | |
| 2/9/2024 | Tidemark LLC | 5,605 | $124K | 0.1% | N/A | 0.031% | |
| 2/9/2024 | Assetmark Inc. | 76,324 | $1.69M | 0.0% | +51.2% | 0.416% | |
| 2/9/2024 | D.A. Davidson & CO. | 30,881 | $683K | 0.0% | -9.6% | 0.168% | |
| 2/9/2024 | Wells Fargo & Company MN | 1,493,855 | $33.06M | 0.0% | -10.6% | 8.141% | |
| 2/9/2024 | UBS Group AG | 681,616 | $15.08M | 0.0% | -1.1% | 3.715% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 326,089 | $7.22M | 0.2% | +42.1% | 1.777% | |
