| 2/24/2025 | Liberty Square Wealth Partners LLC | 2,672 | $204K | 0.1% | N/A | 0.045% | |
| 2/17/2025 | Cetera Investment Advisers | 3,943 | $296K | 0.0% | -6.2% | 0.066% | |
| 2/17/2025 | Bank of America Corp DE | 500,830 | $37.60M | 0.0% | +3.2% | 8.446% | |
| 2/17/2025 | BNP Paribas Financial Markets | 400 | $30K | 0.0% | N/A | 0.007% | |
| 2/17/2025 | Ameriprise Financial Inc. | 36,333 | $2.73M | 0.0% | -1.1% | 0.613% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 43,361 | $3.26M | 3.4% | N/A | 0.731% | |
| 2/14/2025 | Jane Street Group LLC | 12,529 | $941K | 0.0% | N/A | 0.211% | |
| 2/14/2025 | Comerica Bank | 8,321 | $625K | 0.0% | +22.3% | 0.140% | |
| 2/13/2025 | Mariner LLC | 59,628 | $4.48M | 0.0% | +12.1% | 1.006% | |
| 2/13/2025 | Townsquare Capital LLC | 5,731 | $430K | 0.0% | -53.0% | 0.097% | |
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| 2/13/2025 | Raymond James Financial Inc. | 274,593 | $20.61M | 0.0% | N/A | 4.631% | |
| 2/13/2025 | Advisory Services Network LLC | 4,884 | $367K | 0.0% | -85.4% | 0.082% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 23,700 | $1.78M | 0.3% | N/A | 0.400% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 57,353 | $4.31M | 2.6% | +0.5% | 0.967% | |
| 2/11/2025 | LPL Financial LLC | 502,635 | $37.73M | 0.0% | +5.8% | 8.476% | |
| 2/10/2025 | Leelyn Smith LLC | 369,254 | $27.72M | 4.9% | -1.3% | 6.227% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,258 | $170K | 0.0% | +40.4% | 0.038% | |
| 2/10/2025 | Altus Wealth Group LLC | 6,212 | $466K | 0.2% | N/A | 0.105% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 38,156 | $2.86M | 0.0% | +22.8% | 0.643% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 57,723 | $4.33M | 0.0% | +9.8% | 0.973% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,587 | $269K | 0.0% | +2,576.9% | 0.060% | |
| 2/7/2025 | PFG Advisors | 5,271 | $396K | 0.0% | +45.9% | 0.089% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 9,926 | $745K | 0.0% | +9.0% | 0.167% | |
| 2/6/2025 | Raymond James Financial Inc. | 274,593 | $20.61M | 0.0% | N/A | 4.631% | |
| 2/4/2025 | Horizon Advisory Services Inc. | 5,222 | $392K | 0.2% | N/A | 0.088% | |
| 2/4/2025 | Wealthspire Advisors LLC | 29,753 | $2.23M | 0.0% | -17.4% | 0.502% | |
| 2/3/2025 | Private Advisor Group LLC | 62,233 | $4.67M | 0.0% | +0.7% | 1.049% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 9,329 | $700K | 0.0% | -26.6% | 0.159% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 14,119 | $1.06M | 0.0% | +1.8% | 0.240% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 8,594 | $645K | 0.1% | -3.6% | 0.146% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 3,347 | $251K | 0.0% | -16.1% | 0.057% | |
| 1/24/2025 | Wealthspan Partners LLC | 7,311 | $549K | 0.3% | -33.2% | 0.124% | |
| 1/24/2025 | Resonant Capital Advisors LLC | 226,394 | $17.00M | 1.2% | +3.2% | 3.850% | |
| 1/24/2025 | CENTRAL TRUST Co | 16,313 | $1.23M | 0.0% | +19.4% | 0.277% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 50,414 | $3.79M | 0.0% | +4.0% | 0.884% | |
| 1/16/2025 | McCarthy & Cox | 64,210 | $4.82M | 1.7% | +3.1% | 1.126% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 12,536 | $941K | 0.0% | +101.3% | 0.220% | |
| 1/15/2025 | Arkadios Wealth Advisors | 7,195 | $540K | 0.0% | -11.2% | 0.126% | |
| 1/14/2025 | Breakwater Capital Group | 31,844 | $2.39M | 0.5% | -4.2% | 0.559% | |
| 1/8/2025 | International Assets Investment Management LLC | 2,950 | $221K | 0.0% | N/A | 0.053% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 2,141 | $155K | 0.0% | +432.6% | 0.040% | |
| 11/13/2024 | Townsquare Capital LLC | 12,191 | $885K | 0.0% | N/A | 0.229% | |
| 11/13/2024 | FMR LLC | 946 | $69K | 0.0% | +18.7% | 0.018% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 13,865 | $1.01M | 0.0% | -5.9% | 0.260% | |
| 11/12/2024 | Leelyn Smith LLC | 374,282 | $27.18M | 4.9% | +2.2% | 7.022% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 3,627 | $263K | 0.0% | -82.9% | 0.068% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 9,104 | $661K | 0.0% | +10.5% | 0.171% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 48,479 | $3.52M | 0.0% | +0.8% | 0.910% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 12,709 | $923K | 0.0% | +17.8% | 0.238% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,608 | $117K | 0.0% | +10.4% | 0.030% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 57,049 | $4.14M | 2.4% | +6.5% | 1.080% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 42,849 | $3.11M | 0.0% | N/A | 0.812% | |
| 10/24/2024 | Arkadios Wealth Advisors | 8,099 | $588K | 0.0% | N/A | 0.153% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 8,914 | $645K | 0.1% | +37.5% | 0.169% | |
| 10/23/2024 | CENTRAL TRUST Co | 13,667 | $992K | 0.0% | +9.7% | 0.259% | |
| 10/22/2024 | Private Advisor Group LLC | 61,811 | $4.49M | 0.0% | -0.9% | 1.171% | |
| 10/18/2024 | Resonant Capital Advisors LLC | 219,323 | $15.93M | 1.2% | +3.9% | 4.154% | |
| 10/18/2024 | Raymond James & Associates | 101,273 | $7.35M | 0.0% | -4.1% | 1.918% | |
| 10/10/2024 | McCarthy & Cox | 62,273 | $4.52M | 1.7% | -6.1% | 1.179% | |
| 9/5/2024 | Sanctuary Advisors LLC | 5,375 | $358K | 0.0% | N/A | 0.102% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,292 | $552K | 0.0% | -21.9% | 0.157% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 21,270 | $1.42M | 0.0% | +2.4% | 0.403% | |
| 8/8/2024 | Wealthspire Advisors LLC | 41,272 | $2.75M | 0.0% | -27.4% | 0.782% | |
| 8/8/2024 | Leelyn Smith LLC | 366,324 | $24.37M | 4.7% | +1.7% | 6.938% | |
| 8/8/2024 | LPL Financial LLC | 470,221 | $31.28M | 0.0% | +7.2% | 8.906% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 8,238 | $548K | 0.0% | +15.1% | 0.156% | |
| 8/5/2024 | Private Advisor Group LLC | 62,392 | $4.15M | 0.0% | +0.7% | 1.182% | |
| 8/1/2024 | Resonant Capital Advisors LLC | 211,184 | $14.06M | 1.1% | +10.3% | 4.000% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 93,662 | $6.23M | 0.0% | +6.2% | 1.774% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,551 | $170K | 0.0% | -14.4% | 0.048% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 10,433 | $694K | 0.0% | +10.3% | 0.201% | |
| 7/26/2024 | Breakwater Capital Group | 32,799 | $2.18M | 0.5% | +5.3% | 0.631% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 53,554 | $3.56M | 2.3% | +5.5% | 1.030% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 307,668 | $20.47M | 0.1% | -4.5% | 5.917% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 1,601 | $107K | 0.0% | +88.1% | 0.031% | |
| 7/22/2024 | Wealthspan Partners LLC | 13,971 | $929K | 0.5% | +100.6% | 0.269% | |
| 7/19/2024 | Raymond James & Associates | 105,644 | $7.03M | 0.0% | -5.2% | 2.020% | |
| 5/24/2024 | Cetera Advisors LLC | 4,440 | $310K | 0.0% | +29.2% | 0.087% | |
| 5/17/2024 | Comerica Bank | 11,313 | $791K | 0.0% | -5.2% | 0.221% | |
| 5/14/2024 | Leelyn Smith LLC | 360,153 | $25.18M | 5.0% | +2.1% | 7.021% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 20,147 | $1.41M | 0.0% | +5.2% | 0.393% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 46,532 | $3.25M | 0.0% | -5.7% | 0.907% | |
| 5/7/2024 | PFG Advisors | 4,628 | $324K | 0.0% | N/A | 0.090% | |
| 5/7/2024 | Wealthspire Advisors LLC | 56,810 | $3.97M | 0.1% | -11.7% | 1.107% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 191,447 | $13.39M | 1.1% | +4.8% | 3.732% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 48,359 | $3.38M | 0.0% | -0.5% | 0.943% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 50,739 | $3.55M | 2.5% | +7.2% | 0.989% | |
| 5/1/2024 | McCarthy & Cox | 61,338 | $4.29M | 1.6% | N/A | 1.196% | |
| 4/30/2024 | Private Advisor Group LLC | 61,973 | $4.33M | 0.0% | +6.3% | 1.208% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 88,156 | $6.16M | 0.0% | +187.8% | 1.718% | |
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| 4/29/2024 | Wealthspan Partners LLC | 6,963 | $487K | 0.3% | +21.6% | 0.136% | |
| 4/26/2024 | Bogart Wealth LLC | 25,783 | $1.80M | 0.1% | +6.1% | 0.503% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 322,190 | $22.53M | 0.1% | -2.0% | 6.281% | |
| 4/24/2024 | CENTRAL TRUST Co | 11,861 | $829K | 0.0% | -8.5% | 0.231% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 131,283 | $9.18M | 0.0% | +1.8% | 2.559% | |
| 4/22/2024 | Raymond James & Associates | 111,434 | $7.79M | 0.0% | -0.5% | 2.172% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 851 | $60K | 0.0% | +575.4% | 0.017% | |
| 4/11/2024 | International Assets Investment Management LLC | 2,981 | $207K | 0.0% | -28.0% | 0.058% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 328,788 | $21.62M | 0.1% | +4.1% | 6.737% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 8,992 | $591K | 0.0% | +74.3% | 0.184% | |
