| 11/15/2024 | MML Investors Services LLC | 7,714 | $418K | 0.0% | +34.9% | 0.206% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 15,402 | $835K | 0.0% | +14.3% | 0.411% | |
| 11/15/2024 | Jane Street Group LLC | 45,385 | $2.46M | 0.0% | +774.3% | 1.210% | |
| 11/15/2024 | Stifel Financial Corp | 11,807 | $641K | 0.0% | -3.7% | 0.315% | |
| 11/15/2024 | Hilltop Holdings Inc. | 14,590 | $791K | 0.1% | +6.1% | 0.389% | |
| 11/15/2024 | Benjamin Edwards Inc. | 68,466 | $3.72M | 0.1% | +4,979.1% | 1.826% | |
|
| 11/14/2024 | Flow Traders U.S. LLC | 20,494 | $1.11M | 0.1% | N/A | 0.547% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 33,299 | $1.81M | 0.2% | +0.8% | 0.888% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 4,305 | $234K | 0.0% | +10.5% | 0.115% | |
| 11/8/2024 | Prospera Financial Services Inc | 22,177 | $1.20M | 0.0% | +11.7% | 0.591% | |
| 11/7/2024 | Holistic Financial Partners | 51,991 | $2.82M | 1.4% | +3.7% | 1.386% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 6,598 | $358K | 0.3% | N/A | 0.176% | |
| 11/1/2024 | Atria Investments Inc | 14,520 | $788K | 0.0% | +9.4% | 0.387% | |
| 11/1/2024 | Assetmark Inc. | 64,581 | $3.50M | 0.0% | +10.6% | 1.722% | |
| 11/1/2024 | ABLE Financial Group LLC | 3,732 | $202K | 0.1% | N/A | 0.100% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,849 | $317K | 0.0% | N/A | 0.156% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 82,830 | $4.49M | 0.0% | +7.2% | 2.209% | |
| 10/23/2024 | American Institute for Advanced Investment Management LLP | 16,385 | $889K | 0.6% | -31.7% | 0.437% | |
| 10/16/2024 | Good Life Advisors LLC | 54,790 | $2.97M | 0.2% | -11.2% | 1.461% | |
| 10/11/2024 | Iams Wealth Management LLC | 10,230 | $555K | 0.3% | +11.2% | 0.273% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 14,455 | $773K | 0.2% | -13.7% | 0.385% | |
| 10/3/2024 | Park Avenue Securities LLC | 10,666 | $579K | 0.0% | -4.1% | 0.284% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,375 | $228K | 0.0% | N/A | 0.117% | |
| 8/22/2024 | Cetera Investment Advisers | 53,533 | $2.76M | 0.0% | -2.5% | 1.428% | |
| 8/21/2024 | Truist Financial Corp | 21,290 | $1.10M | 0.0% | +2.1% | 0.568% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 13,638 | $703K | 0.2% | +6.3% | 0.364% | |
| 8/13/2024 | AE Wealth Management LLC | 24,458 | $1.26M | 0.0% | +14.8% | 0.652% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 67,261 | $3.47M | 0.1% | +32.4% | 1.794% | |
| 8/9/2024 | Rathbones Group PLC | 62,999 | $3.25M | 0.0% | +35.8% | 1.680% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 205,052 | $10.56M | 0.0% | -1.4% | 5.468% | |
| 7/31/2024 | Holistic Financial Partners | 50,126 | $2.58M | 1.3% | -1.0% | 1.337% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 5,004 | $258K | 0.0% | +5.8% | 0.133% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,090 | $1.29M | 0.0% | +15.7% | 0.669% | |
| 7/26/2024 | Bank of New York Mellon Corp | 30,888 | $1.59M | 0.0% | +2.6% | 0.824% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 2,485 | $128K | 0.0% | -8.9% | 0.066% | |
| 7/19/2024 | Raymond James & Associates | 25,887 | $1.33M | 0.0% | +11.1% | 0.700% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 3,895 | $201K | 0.0% | N/A | 0.105% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 77,251 | $3.98M | 0.0% | +6.8% | 2.088% | |
| 7/10/2024 | Csenge Advisory Group | 11,820 | $609K | 0.0% | -48.6% | 0.319% | |
| 7/9/2024 | Park Avenue Securities LLC | 11,126 | $573K | 0.0% | +6.4% | 0.301% | |
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| 5/24/2024 | Cetera Advisors LLC | 15,762 | $869K | 0.0% | N/A | 0.409% | |
| 5/24/2024 | Cetera Investment Advisers | 54,906 | $3.03M | 0.0% | +41.5% | 1.426% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 39,826 | $2.20M | 0.4% | N/A | 1.034% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 26,654 | $1.47M | 0.0% | +151.6% | 0.692% | |
| 5/8/2024 | US Bancorp DE | 35,193 | $1.94M | 0.0% | +390,933.3% | 0.914% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,969 | $880K | 0.0% | +10.5% | 0.415% | |
| 5/4/2024 | Csenge Advisory Group | 23,008 | $1.27M | 0.1% | +7.5% | 0.598% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 12,024 | $663K | 0.0% | -43.4% | 0.312% | |
| 4/26/2024 | Guild Investment Management Inc. | 36,520 | $2.01M | 2.6% | +19.1% | 0.949% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 28,315 | $1.56M | 0.0% | +14.8% | 0.735% | |
| 4/22/2024 | American Institute for Advanced Investment Management LLP | 24,485 | $1.35M | 1.1% | +32.6% | 0.636% | |
| 4/18/2024 | Iams Wealth Management LLC | 12,121 | $641K | 0.4% | +8.0% | 0.315% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 716,958 | $39.53M | 0.7% | +0.5% | 18.622% | |
| 4/16/2024 | OneAscent Financial Services LLC | 9,613 | $530K | 0.1% | +19.5% | 0.250% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 72,360 | $3.99M | 0.0% | +22.8% | 1.879% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 13,457 | $744K | 0.2% | -2.2% | 0.359% | |
| 2/13/2024 | First Trust Advisors LP | 813,573 | $41.00M | 0.0% | -19.4% | 21.988% | |
| 2/13/2024 | Rathbones Group PLC | 44,706 | $2.25M | 0.0% | -9.0% | 1.208% | |
| 2/12/2024 | Holistic Financial Partners | 49,229 | $2.48M | 1.5% | +0.5% | 1.331% | |
| 2/12/2024 | Hilltop Holdings Inc. | 7,388 | $372K | 0.0% | +78.7% | 0.200% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 713,308 | $35.94M | 0.7% | -0.3% | 19.279% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 9,650 | $497K | 0.0% | +29.9% | 0.261% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 47,999 | $2.42M | 0.0% | +179.6% | 1.297% | |
| 2/9/2024 | Assetmark Inc. | 32,290 | $1.63M | 0.0% | +62.7% | 0.873% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 21,251 | $1.07M | 0.0% | -11.8% | 0.574% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 10,592 | $534K | 0.0% | -9.5% | 0.286% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,454 | $728K | 0.0% | +4.8% | 0.391% | |
| 2/7/2024 | Iams Wealth Management LLC | 11,224 | $566K | 0.4% | -5.4% | 0.303% | |
| 2/7/2024 | Principal Securities Inc. | 588 | $30K | 0.0% | N/A | 0.016% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 50,943 | $2.57M | 0.1% | -30.2% | 1.377% | |
| 2/2/2024 | Truist Financial Corp | 20,231 | $1.02M | 0.0% | -2.2% | 0.547% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 9,053 | $456K | 0.0% | +4.3% | 0.245% | |
| 1/29/2024 | NewEdge Wealth LLC | 12,490 | $629K | 0.0% | -4.0% | 0.338% | |
| 1/24/2024 | Tsfg LLC | 1,475 | $74K | 0.0% | -81.2% | 0.040% | |
| 1/23/2024 | American Institute for Advanced Investment Management LLP | 18,465 | $930K | 0.8% | +13.2% | 0.499% | |
| 1/23/2024 | RPg Family Wealth Advisory LLC | 14,841 | $748K | 0.3% | N/A | 0.401% | |
| 1/18/2024 | Global Retirement Partners LLC | 4,621 | $241K | 0.0% | -23.7% | 0.125% | |
| 1/18/2024 | Good Life Advisors LLC | 107,050 | $5.39M | 0.5% | +1.6% | 2.893% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,673 | $1.24M | 0.0% | -21.5% | 0.667% | |
| 1/16/2024 | Raymond James & Associates | 21,610 | $1.09M | 0.0% | +40.5% | 0.584% | |
| 1/12/2024 | Guild Investment Management Inc. | 30,670 | $1.55M | 2.5% | N/A | 0.829% | |
| 1/11/2024 | OneAscent Financial Services LLC | 8,041 | $405K | 0.1% | +18.1% | 0.217% | |
| 1/9/2024 | IFP Advisors Inc | 31,369 | $1.58M | 0.1% | +60.8% | 0.848% | |
| 11/13/2023 | LPL Financial LLC | 114,079 | $5.67M | 0.0% | +243.6% | 3.083% | |
| 11/13/2023 | Provence Wealth Management Group | 1,900 | $95K | 0.1% | N/A | 0.051% | |
| 11/13/2023 | Rathbones Group PLC | 49,136 | $2.44M | 0.0% | +104.1% | 1.328% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 219,917 | $10.94M | 0.0% | +5.3% | 5.944% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 13,792 | $686K | 0.0% | N/A | 0.373% | |
| 11/13/2023 | Kestra Advisory Services LLC | 6,969 | $347K | 0.0% | +30.1% | 0.188% | |
| 11/8/2023 | Holistic Financial Partners | 48,991 | $2.44M | 1.6% | N/A | 1.324% | |
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| 11/8/2023 | D.A. Davidson & CO. | 6,077 | $302K | 0.0% | N/A | 0.164% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 24,103 | $1.20M | 0.0% | +14.9% | 0.651% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 8,680 | $432K | 0.0% | +3.0% | 0.235% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 11,698 | $582K | 0.0% | N/A | 0.316% | |
| 11/7/2023 | ABLE Financial Group LLC | 4,070 | $202K | 0.1% | N/A | 0.110% | |
| 11/4/2023 | NBC Securities Inc. | 875 | $43K | 0.0% | N/A | 0.024% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 7,427 | $369K | 0.0% | +36.9% | 0.201% | |
| 10/31/2023 | American Institute for Advanced Investment Management LLP | 16,314 | $872K | 0.8% | N/A | 0.441% | |
| 10/30/2023 | Congress Wealth Management LLC DE | 715,100 | $35.57M | 0.7% | -0.8% | 19.327% | |
| 10/27/2023 | Assetmark Inc. | 19,848 | $987K | 0.0% | +183.3% | 0.536% | |
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