| 8/15/2025 | FSB Premier Wealth Management Inc. | 4,130 | $247K | 0.1% | +8.8% | 0.138% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 15,622 | $933K | 0.0% | -2.6% | 0.521% | |
| 8/15/2025 | MML Investors Services LLC | 9,253 | $553K | 0.0% | -10.1% | 0.308% | |
| 8/15/2025 | Benjamin Edwards Inc. | 24,516 | $1.46M | 0.0% | +19.8% | 0.817% | |
| 8/15/2025 | Bank of America Corp DE | 10,473 | $625K | 0.0% | -22.6% | 0.349% | |
| 8/14/2025 | Jane Street Group LLC | 13,171 | $787K | 0.0% | +95.1% | 0.439% | |
| 8/14/2025 | Raymond James Financial Inc. | 40,196 | $2.40M | 0.0% | +1.8% | 1.340% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 16,645 | $994K | 0.2% | -6.0% | 0.555% | |
| 8/13/2025 | CW Advisors LLC | 723,322 | $43.20M | 0.4% | +0.7% | 24.111% | |
| 8/12/2025 | Global Retirement Partners LLC | 4,166 | $249K | 0.0% | N/A | 0.139% | |
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| 8/8/2025 | Cetera Investment Advisers | 89,722 | $5.36M | 0.0% | +25.7% | 2.991% | |
| 8/8/2025 | Good Life Advisors LLC | 24,364 | $1.46M | 0.1% | -15.5% | 0.812% | |
| 8/7/2025 | PFG Advisors | 4,710 | $281K | 0.0% | -35.5% | 0.157% | |
| 8/7/2025 | Rathbones Group PLC | 83,523 | $4.99M | 0.0% | +13.3% | 2.784% | |
| 8/6/2025 | AE Wealth Management LLC | 21,953 | $1.31M | 0.0% | -20.7% | 0.732% | |
| 8/5/2025 | Holistic Financial Partners | 65,508 | $3.91M | 1.7% | +4.9% | 2.184% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 11,600 | $693K | 0.5% | -14.7% | 0.387% | |
| 8/4/2025 | Atria Investments Inc | 18,020 | $1.08M | 0.0% | +5.2% | 0.601% | |
| 8/4/2025 | Assetmark Inc. | 84,356 | $5.04M | 0.0% | +21.8% | 2.812% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 208,748 | $12.47M | 0.0% | +5.9% | 6.958% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 1,180 | $70K | 0.0% | N/A | 0.039% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 3,468 | $207K | 0.1% | N/A | 0.116% | |
| 7/30/2025 | D.A. Davidson & CO. | 6,501 | $388K | 0.0% | -3.1% | 0.217% | |
| 7/28/2025 | Harbour Investments Inc. | 3,946 | $236K | 0.0% | +11.5% | 0.132% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,319 | $258K | 0.0% | -70.6% | 0.144% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 15,503 | $926K | 0.0% | +4.3% | 0.517% | |
| 7/15/2025 | Traction Financial Partners LLC | 3,910 | $234K | 0.2% | N/A | 0.130% | |
| 7/14/2025 | ABLE Financial Group LLC | 3,551 | $212K | 0.1% | N/A | 0.118% | |
| 7/14/2025 | Park Avenue Securities LLC | 13,087 | $782K | 0.0% | -2.6% | 0.436% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,377 | $739K | 0.0% | -30.9% | 0.420% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 88,539 | $5.30M | 0.0% | +2.4% | 3.001% | |
| 5/19/2025 | Jane Street Group LLC | 6,750 | $370K | 0.0% | -78.4% | 0.237% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 27,898 | $1.59M | 0.1% | -43.2% | 0.979% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,309 | $510K | 0.0% | +2,389.0% | 0.327% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 4,006 | $220K | 0.1% | N/A | 0.141% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 29,299 | $1.61M | 0.2% | -13.9% | 1.028% | |
| 5/14/2025 | Compound Planning Inc. | 4,668 | $256K | 0.0% | N/A | 0.164% | |
| 5/14/2025 | CW Advisors LLC | 718,434 | $39.39M | 0.5% | -0.7% | 25.208% | |
| 5/13/2025 | Rathbones Group PLC | 73,732 | $4.04M | 0.0% | +11.4% | 2.587% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,456 | $1.12M | 0.0% | -68.5% | 0.718% | |
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| 5/9/2025 | Atria Wealth Solutions Inc. | 9,341 | $512K | 0.0% | -6.9% | 0.328% | |
| 5/8/2025 | Harbour Investments Inc. | 3,538 | $194K | 0.0% | +5.9% | 0.124% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 3,797 | $208K | 0.1% | N/A | 0.133% | |
| 5/7/2025 | LPL Financial LLC | 175,402 | $9.62M | 0.0% | +40.5% | 6.154% | |
| 5/6/2025 | Assetmark Inc. | 69,265 | $3.80M | 0.0% | -7.0% | 2.430% | |
| 5/6/2025 | Cetera Investment Advisers | 71,364 | $3.91M | 0.0% | +25.3% | 2.504% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 22,055 | $1.21M | 0.0% | -8.5% | 0.774% | |
| 5/6/2025 | Holistic Financial Partners | 62,457 | $3.42M | 1.7% | +7.9% | 2.191% | |
| 5/6/2025 | AE Wealth Management LLC | 27,682 | $1.52M | 0.0% | -5.0% | 0.971% | |
| 5/6/2025 | PFG Advisors | 7,302 | $400K | 0.0% | -31.5% | 0.256% | |
| 5/5/2025 | IFP Advisors Inc | 22,399 | $1.23M | 0.0% | -6.4% | 0.786% | |
| 5/5/2025 | OneAscent Financial Services LLC | 13,277 | $728K | 0.0% | +4.2% | 0.466% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 17,708 | $971K | 0.2% | +23.1% | 0.621% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 197,156 | $10.81M | 0.0% | -8.3% | 6.918% | |
| 4/29/2025 | Bank of New York Mellon Corp | 21,368 | $1.17M | 0.0% | -7.8% | 0.750% | |
| 4/28/2025 | D.A. Davidson & CO. | 6,712 | $368K | 0.0% | +10.3% | 0.236% | |
| 4/28/2025 | Rossby Financial LCC | 564 | $31K | 0.0% | N/A | 0.020% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 8,234 | $451K | 0.3% | +9.1% | 0.289% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 29,735 | $1.63M | 0.0% | +7.4% | 1.043% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,699 | $806K | 0.0% | -4.8% | 0.516% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 14,862 | $815K | 0.0% | +9.9% | 0.521% | |
| 4/17/2025 | Good Life Advisors LLC | 28,820 | $1.58M | 0.1% | -34.4% | 1.011% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 13,600 | $746K | 0.5% | -12.8% | 0.477% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 86,506 | $4.74M | 0.0% | +7.4% | 3.035% | |
| 4/14/2025 | Farther Finance Advisors LLC | 17,908 | $972K | 0.0% | +201.0% | 0.628% | |
| 4/14/2025 | Park Avenue Securities LLC | 13,434 | $736K | 0.0% | +10.7% | 0.471% | |
| 4/10/2025 | Iams Wealth Management LLC | 10,384 | $569K | 0.3% | -2.8% | 0.364% | |
| 4/9/2025 | RFG Advisory LLC | 3,649 | $200K | 0.0% | N/A | 0.128% | |
| 4/7/2025 | GAMMA Investing LLC | 5,318 | $292K | 0.0% | +1,785.8% | 0.187% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 80,537 | $4.16M | 0.0% | -2.8% | 2.334% | |
| 2/27/2025 | REAP Financial Group LLC | 1,882 | $97K | 0.0% | -26.0% | 0.055% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 16,167 | $836K | 0.0% | +1.9% | 0.469% | |
| 2/17/2025 | Cetera Investment Advisers | 56,960 | $2.94M | 0.0% | +9.1% | 1.651% | |
| 2/17/2025 | Bank of America Corp DE | 13,554 | $700K | 0.0% | N/A | 0.393% | |
| 2/17/2025 | Benjamin Edwards Inc. | 64,924 | $3.36M | 0.0% | -5.2% | 1.882% | |
| 2/14/2025 | Jane Street Group LLC | 31,241 | $1.62M | 0.0% | -31.2% | 0.906% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 49,084 | $2.54M | 0.4% | +11.8% | 1.423% | |
| 2/14/2025 | Stifel Financial Corp | 7,815 | $404K | 0.0% | -33.8% | 0.227% | |
| 2/14/2025 | First Trust Advisors LP | 666,449 | $34.44M | 0.0% | -8.9% | 19.317% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 3,896 | $201K | 0.1% | N/A | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,123 | $2.38M | 0.0% | N/A | 1.337% | |
| 2/13/2025 | Rathbones Group PLC | 66,193 | $3.42M | 0.0% | +1.2% | 1.919% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 214,926 | $11.11M | 0.0% | +8.2% | 6.230% | |
| 2/12/2025 | OneAscent Financial Services LLC | 12,738 | $658K | 0.1% | N/A | 0.369% | |
| 2/12/2025 | Tucker Asset Management LLC | 1,396 | $72K | 0.0% | +43.5% | 0.040% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 34,010 | $1.76M | 0.2% | +2.1% | 0.986% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 16,271 | $841K | 0.0% | +5.6% | 0.472% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 723,800 | $37.41M | 0.5% | +1.4% | 20.980% | |
| 2/11/2025 | LPL Financial LLC | 124,847 | $6.45M | 0.0% | +21.0% | 3.619% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,229 | $270K | 0.0% | -8.2% | 0.152% | |
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| 2/10/2025 | Avantax Advisory Services Inc. | 24,093 | $1.25M | 0.0% | -5.0% | 0.698% | |
| 2/7/2025 | PFG Advisors | 10,656 | $551K | 0.0% | N/A | 0.309% | |
| 2/7/2025 | HighTower Advisors LLC | 23,984 | $1.24M | 0.0% | -5.8% | 0.695% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,123 | $2.38M | 0.0% | N/A | 1.337% | |
| 2/6/2025 | Atria Investments Inc | 16,755 | $866K | 0.0% | +15.4% | 0.486% | |
| 2/6/2025 | Assetmark Inc. | 74,491 | $3.85M | 0.0% | +15.3% | 2.159% | |
| 2/6/2025 | Synergy Investment Management LLC | 1,390 | $72K | 0.0% | N/A | 0.040% | |
| 2/4/2025 | Bank of New York Mellon Corp | 23,170 | $1.20M | 0.0% | -22.0% | 0.672% | |
| 2/4/2025 | Holistic Financial Partners | 57,902 | $2.99M | 1.5% | +11.4% | 1.678% | |
| 2/4/2025 | IFP Advisors Inc | 23,918 | $1.24M | 0.0% | +8.9% | 0.693% | |
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