| 2/18/2025 | Western Wealth Management LLC | 4,087 | $297K | 0.1% | -29.9% | 0.052% | |
| 2/17/2025 | Cetera Investment Advisers | 19,668 | $1.43M | 0.0% | +5.6% | 0.250% | |
| 2/17/2025 | Bank of America Corp DE | 248,083 | $18.00M | 0.0% | -3.2% | 3.156% | |
| 2/17/2025 | Ameriprise Financial Inc. | 120,737 | $8.76M | 0.0% | +30.8% | 1.536% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,500 | $109K | 0.0% | N/A | 0.019% | |
| 2/14/2025 | Comerica Bank | 10,108 | $733K | 0.0% | -15.2% | 0.129% | |
| 2/14/2025 | Berger Financial Group Inc | 3,014 | $219K | 0.0% | N/A | 0.038% | |
| 2/14/2025 | MGO One Seven LLC | 9,838 | $714K | 0.0% | +8.3% | 0.125% | |
| 2/14/2025 | Stifel Financial Corp | 62,273 | $4.52M | 0.0% | -1.8% | 0.792% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 2,803 | $203K | 0.0% | N/A | 0.036% | |
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| 2/14/2025 | MML Investors Services LLC | 155,898 | $11.31M | 0.0% | +49.1% | 1.983% | |
| 2/13/2025 | Mariner LLC | 3,040 | $221K | 0.0% | -12.1% | 0.039% | |
| 2/13/2025 | Raymond James Financial Inc. | 299,735 | $21.75M | 0.0% | N/A | 3.813% | |
| 2/13/2025 | Advisory Services Network LLC | 9,286 | $674K | 0.0% | +34.7% | 0.118% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,057 | $947K | 0.0% | -57.2% | 0.166% | |
| 2/13/2025 | Wells Fargo & Company MN | 132,604 | $9.62M | 0.0% | +3.8% | 1.687% | |
| 2/12/2025 | StoneX Group Inc. | 33,687 | $2.44M | 0.2% | -0.6% | 0.429% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 248,394 | $18.02M | 1.8% | +4.0% | 3.160% | |
| 2/11/2025 | LPL Financial LLC | 627,147 | $45.51M | 0.0% | +8.7% | 7.979% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 6,547 | $475K | 0.2% | -3.4% | 0.083% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 4,762 | $346K | 0.0% | -19.2% | 0.061% | |
| 2/7/2025 | HighTower Advisors LLC | 476,565 | $34.58M | 0.0% | -0.1% | 6.063% | |
| 2/6/2025 | Bellevue Asset Management LLC | 2,103 | $153K | 0.1% | -15.1% | 0.027% | |
| 2/6/2025 | Raymond James Financial Inc. | 299,735 | $21.75M | 0.0% | N/A | 3.813% | |
| 2/6/2025 | SPC Financial Inc. | 15,621 | $1.13M | 0.1% | -0.9% | 0.199% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,708 | $124K | 0.0% | +143.3% | 0.022% | |
| 2/5/2025 | Maia Wealth LLC | 4,487 | $309K | 0.1% | N/A | 0.057% | |
| 2/5/2025 | Evergreen Advisors LLC | 3,150 | $229K | 0.1% | N/A | 0.040% | |
| 2/4/2025 | Theory Financial LLC | 88,353 | $6.41M | 2.7% | -10.8% | 1.124% | |
| 2/3/2025 | Sigma Planning Corp | 7,673 | $557K | 0.0% | N/A | 0.098% | |
| 2/3/2025 | Legacy Capital Group California Inc. | 3,255 | $236K | 0.1% | N/A | 0.041% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 6,280 | $456K | 0.0% | N/A | 0.080% | |
| 2/3/2025 | Private Advisor Group LLC | 14,263 | $1.04M | 0.0% | -4.1% | 0.181% | |
| 1/31/2025 | Valley Wealth Managers Inc. | 45,794 | $3.32M | 0.2% | -4.4% | 0.586% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,753 | $1.07M | 0.0% | +57.9% | 0.189% | |
| 1/31/2025 | Truist Financial Corp | 48,434 | $3.51M | 0.0% | -0.7% | 0.619% | |
| 1/30/2025 | Scarborough Advisors LLC | 69,212 | $5.02M | 0.7% | N/A | 0.885% | |
| 1/28/2025 | Golden State Wealth Management LLC | 22,790 | $1.65M | 0.2% | N/A | 0.291% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 32,690 | $2.39M | 0.2% | -10.3% | 0.411% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 3,000 | $218K | 0.0% | N/A | 0.038% | |
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| 1/24/2025 | Western Financial Corp CA | 5,802 | $421K | 0.2% | -7.6% | 0.073% | |
| 1/23/2025 | DMC Group LLC | 3,441 | $250K | 0.2% | N/A | 0.044% | |
| 1/22/2025 | Genesee Capital Advisors LLC | 34,100 | $2.47M | 1.2% | -14.7% | 0.431% | |
| 1/22/2025 | Nilsine Partners LLC | 25,743 | $1.87M | 0.2% | -2.6% | 0.325% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 4,541 | $329K | 0.0% | +20.4% | 0.057% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 109,764 | $7.96M | 0.0% | +0.4% | 1.388% | |
| 1/15/2025 | Merit Financial Group LLC | 167,759 | $12.17M | 0.2% | -3.0% | 2.121% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 7,330 | $532K | 0.0% | -7.2% | 0.093% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 32,882 | $2.39M | 0.6% | -0.7% | 0.417% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 20,837 | $1.51M | 0.4% | -5.5% | 0.264% | |
| 1/13/2025 | Cooper Financial Group | 4,405 | $320K | 0.0% | -22.5% | 0.056% | |
| 11/15/2024 | MML Investors Services LLC | 104,537 | $6.63M | 0.0% | -5.4% | 1.452% | |
| 11/15/2024 | Jane Street Group LLC | 4,078 | $259K | 0.0% | N/A | 0.057% | |
| 11/15/2024 | Stifel Financial Corp | 63,388 | $4.02M | 0.0% | +8.2% | 0.880% | |
| 11/15/2024 | IHT Wealth Management LLC | 3,800 | $241K | 0.0% | -78.6% | 0.053% | |
| 11/15/2024 | HighTower Advisors LLC | 477,258 | $30.27M | 0.0% | +0.1% | 6.629% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 238,769 | $15.15M | 1.5% | -0.1% | 3.316% | |
| 11/13/2024 | Private Trust Co. NA | 2,854 | $181K | 0.0% | -85.2% | 0.040% | |
| 11/12/2024 | Centaurus Financial Inc. | 2,200 | $140K | 0.0% | -57.3% | 0.031% | |
| 11/12/2024 | StoneX Group Inc. | 33,883 | $2.15M | 0.2% | +5.6% | 0.471% | |
| 11/12/2024 | KKM Financial LLC | 5,830 | $370K | 0.2% | +4.1% | 0.081% | |
| 11/8/2024 | Prospera Financial Services Inc | 6,576 | $417K | 0.0% | -3.2% | 0.091% | |
| 11/7/2024 | Theory Financial LLC | 99,014 | $6.36M | 2.4% | +22.3% | 1.375% | |
| 11/6/2024 | Valley Wealth Managers Inc. | 47,887 | $3.04M | 0.2% | +60.6% | 0.665% | |
| 11/6/2024 | Pinnacle Financial Partners Inc | 3,320 | $211K | 0.0% | -41.2% | 0.046% | |
| 10/30/2024 | MinichMacGregor Wealth Management LLC | 5,675 | $360K | 0.1% | -5.8% | 0.079% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 109,371 | $6.94M | 0.0% | -10.0% | 1.521% | |
| 10/28/2024 | Balanced Wealth Group LLC | 6,812 | $432K | 0.2% | -15.8% | 0.095% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 22,061 | $1.40M | 0.4% | +5.6% | 0.308% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 36,441 | $2.32M | 0.2% | +60.7% | 0.508% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 7,895 | $502K | 0.0% | -2.0% | 0.110% | |
| 10/22/2024 | Private Advisor Group LLC | 14,866 | $943K | 0.0% | +5.4% | 0.207% | |
| 10/18/2024 | Raymond James & Associates | 132,298 | $8.39M | 0.0% | +58.1% | 1.845% | |
| 10/16/2024 | SPC Financial Inc. | 15,769 | $1M | 0.1% | -3.7% | 0.220% | |
| 9/23/2024 | Centaurus Financial Inc. | 5,150 | $319K | 0.0% | +27.2% | 0.073% | |
| 8/22/2024 | Cetera Investment Advisers | 18,357 | $1.14M | 0.0% | -19.0% | 0.260% | |
| 8/21/2024 | SPC Financial Inc. | 16,376 | $1.01M | 0.1% | +1.9% | 0.232% | |
| 8/21/2024 | Truist Financial Corp | 48,744 | $3.02M | 0.0% | -0.8% | 0.691% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 23,692 | $1.47M | 0.0% | -7.1% | 0.336% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 55,863 | $3.46M | 0.0% | +179.6% | 0.792% | |
| 8/8/2024 | Valley Wealth Managers Inc. | 29,813 | $1.85M | 0.1% | N/A | 0.423% | |
| 8/8/2024 | LPL Financial LLC | 573,002 | $35.49M | 0.0% | -0.3% | 8.128% | |
| 8/5/2024 | Private Advisor Group LLC | 14,100 | $873K | 0.0% | -15.2% | 0.200% | |
| 7/31/2024 | Nilsine Partners LLC | 25,428 | $1.58M | 0.2% | +1.9% | 0.361% | |
| 7/30/2024 | WMG Financial Advisors LLC | 4,004 | $248K | 0.1% | -9.0% | 0.057% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 58,352 | $3.61M | 0.0% | +49.3% | 0.828% | |
| 7/23/2024 | Private Advisory Group LLC | 5,613 | $348K | 0.0% | N/A | 0.080% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 8,060 | $499K | 0.0% | -2.3% | 0.114% | |
| 7/19/2024 | Raymond James & Associates | 83,655 | $5.18M | 0.0% | +1.3% | 1.187% | |
| 7/19/2024 | Genesee Capital Advisors LLC | 40,024 | $2.48M | 1.2% | +9.7% | 0.568% | |
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| 7/18/2024 | Outlook Wealth Advisors LLC | 20,893 | $1.29M | 0.4% | N/A | 0.296% | |
| 7/16/2024 | Cooper Financial Group | 6,325 | $392K | 0.1% | -14.4% | 0.090% | |
| 7/12/2024 | Carr Financial Group Corp | 4,388 | $272K | 0.1% | -18.1% | 0.062% | |
| 5/24/2024 | Cetera Advisors LLC | 8,688 | $498K | 0.0% | +25.2% | 0.125% | |
| 5/4/2024 | SPC Financial Inc. | 16,068 | $922K | 0.1% | +5.4% | 0.231% | |
| 5/1/2024 | StoneX Group Inc. | 32,181 | $1.85M | 0.2% | +1.1% | 0.462% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 135,349 | $7.77M | 0.0% | -5.3% | 1.942% | |
| 4/30/2024 | Private Advisor Group LLC | 16,628 | $954K | 0.0% | -15.2% | 0.239% | |
| 4/29/2024 | Reik & CO. LLC | 3,600 | $207K | 0.1% | N/A | 0.052% | |
| 4/26/2024 | Carr Financial Group Corp | 5,360 | $308K | 0.1% | +29.4% | 0.077% | |
