| 2/17/2025 | Focus Partners Wealth | 5,000 | $200K | 0.0% | N/A | 0.169% | |
| 2/17/2025 | Cetera Investment Advisers | 7,969 | $319K | 0.0% | -11.1% | 0.270% | |
| 2/17/2025 | Citadel Advisors LLC | 19,585 | $784K | 0.0% | +169.8% | 0.664% | |
| 2/17/2025 | Bank of America Corp DE | 99,764 | $4.00M | 0.0% | -5.6% | 3.382% | |
| 2/17/2025 | BNP Paribas | 2,100 | $84K | 0.0% | N/A | 0.071% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 7,393 | $296K | 0.0% | +23.0% | 0.251% | |
| 2/14/2025 | IHT Wealth Management LLC | 71,838 | $2.88M | 0.1% | -23.1% | 2.435% | |
| 2/14/2025 | Stifel Financial Corp | 10,716 | $429K | 0.0% | -4.2% | 0.363% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 6,082 | $244K | 0.0% | -21.6% | 0.206% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,493 | $700K | 0.0% | N/A | 0.593% | |
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| 2/13/2025 | Advisory Services Network LLC | 5,504 | $220K | 0.0% | N/A | 0.187% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,497 | $1.02M | 0.0% | -12.0% | 0.864% | |
| 2/11/2025 | LPL Financial LLC | 91,305 | $3.66M | 0.0% | -15.8% | 3.095% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 20,919 | $838K | 0.0% | +19.7% | 0.709% | |
| 2/7/2025 | PFG Advisors | 10,321 | $413K | 0.0% | -2.9% | 0.350% | |
| 2/6/2025 | Bellevue Asset Management LLC | 1,212 | $48K | 0.0% | -16.5% | 0.041% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,493 | $700K | 0.0% | N/A | 0.593% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,200 | $48K | 0.0% | +105.1% | 0.041% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,287 | $52K | 0.0% | +366.3% | 0.044% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,464 | $539K | 0.0% | -21.6% | 0.456% | |
| 1/30/2025 | Valmark Advisers Inc. | 5,132 | $205K | 0.0% | -20.0% | 0.174% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 4,870 | $226K | 0.1% | -26.2% | 0.154% | |
| 11/15/2024 | MML Investors Services LLC | 6,858 | $319K | 0.0% | -5.4% | 0.217% | |
| 11/15/2024 | Stifel Financial Corp | 11,191 | $520K | 0.0% | -2.2% | 0.354% | |
| 11/15/2024 | IHT Wealth Management LLC | 93,419 | $4.33M | 0.1% | +61.7% | 2.956% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 19,598 | $911K | 0.1% | N/A | 0.620% | |
| 8/19/2024 | EP Wealth Advisors LLC | 4,703 | $202K | 0.0% | -14.0% | 0.146% | |
| 7/31/2024 | Asset Allocation Strategies LLC | 6,597 | $284K | 0.1% | +11.4% | 0.205% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,310 | $787K | 0.0% | -3.8% | 0.569% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 44,433 | $1.91M | 0.0% | +1.1% | 1.380% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 18,467 | $793K | 0.0% | -17.4% | 0.574% | |
| 5/24/2024 | Cetera Advisors LLC | 6,816 | $300K | 0.0% | N/A | 0.202% | |
| 4/30/2024 | Private Advisor Group LLC | 27,242 | $1.20M | 0.0% | +297.1% | 0.804% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 7,337 | $323K | 0.2% | -4.2% | 0.216% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 19,043 | $837K | 0.0% | -2.1% | 0.562% | |
| 4/25/2024 | Armor Investment Advisors LLC | 579 | $25K | 0.0% | N/A | 0.017% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,929 | $1.93M | 0.0% | -4.2% | 1.296% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 4,741 | $208K | 0.0% | N/A | 0.138% | |
| 2/14/2024 | Connectus Wealth LLC | 256,452 | $10.04M | 0.2% | -0.8% | 7.655% | |
| 2/9/2024 | Advisory Services Network LLC | 4,449 | $174K | 0.0% | N/A | 0.133% | |
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| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 45,872 | $1.80M | 0.0% | -17.2% | 1.369% | |
| 2/6/2024 | Private Advisor Group LLC | 6,861 | $269K | 0.0% | -17.7% | 0.205% | |
| 2/2/2024 | Valmark Advisers Inc. | 5,967 | $234K | 0.0% | -6.6% | 0.178% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 17,722 | $694K | 0.0% | N/A | 0.487% | |
| 1/31/2024 | Beam Wealth Advisors Inc. | 7,659 | $300K | 0.2% | -22.6% | 0.210% | |
| 1/30/2024 | SFI Advisors LLC | 77,592 | $3.04M | 2.6% | -10.2% | 2.132% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 675 | $26K | 0.0% | -30.8% | 0.019% | |
| 1/24/2024 | Private Trust Co. NA | 676 | $26K | 0.0% | N/A | 0.019% | |
| 1/18/2024 | Global Retirement Partners LLC | 1,986 | $78K | 0.0% | -52.5% | 0.055% | |
| 1/17/2024 | SignalPoint Asset Management LLC | 24,264 | $949K | 0.3% | -3.1% | 0.670% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,559 | $687K | 0.0% | -5.3% | 0.485% | |
| 12/11/2023 | Sunbelt Securities Inc. | 12,836 | $431K | 0.1% | +391.2% | 0.340% | |
| 11/24/2023 | EP Wealth Advisors LLC | 5,466 | $184K | 0.0% | -67.8% | 0.145% | |
| 11/17/2023 | Asset Allocation Strategies LLC | 10,331 | $347K | 0.2% | +221.2% | 0.273% | |
| 11/15/2023 | Glenmede Trust Co. NA | 5,541 | $186K | 0.0% | +200.0% | 0.147% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 29,853 | $1.00M | 0.0% | +428.6% | 0.790% | |
| 11/8/2023 | Valmark Advisers Inc. | 6,386 | $214K | 0.0% | +274.5% | 0.169% | |
| 11/3/2023 | Private Advisor Group LLC | 8,337 | $280K | 0.0% | +166.4% | 0.221% | |
| 10/30/2023 | SFI Advisors LLC | 86,370 | $2.90M | 2.8% | +814.2% | 2.267% | |
| 10/26/2023 | Beam Wealth Advisors Inc. | 9,894 | $332K | 0.2% | +154.9% | 0.260% | |
| 10/25/2023 | Bellevue Asset Management LLC | 1,452 | $49K | 0.0% | +200.0% | 0.038% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 18,534 | $622K | 0.0% | +109.5% | 0.486% | |
| 10/24/2023 | Raymond James & Associates | 6,134 | $206K | 0.0% | +162.7% | 0.161% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 55,369 | $1.86M | 0.0% | +167.0% | 1.453% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 22,847 | $767K | 0.0% | +157.1% | 0.600% | |
| 10/13/2023 | SignalPoint Asset Management LLC | 25,030 | $841K | 0.2% | +185.7% | 0.642% | |
| 10/13/2023 | PFG Advisors | 11,047 | $371K | 0.0% | +202.5% | 0.283% | |
| 10/13/2023 | Global Retirement Partners LLC | 4,182 | $135K | 0.0% | +156.6% | 0.107% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 975 | $33K | 0.0% | +200.0% | 0.025% | |
| 10/11/2023 | AE Wealth Management LLC | 8,259 | $277K | 0.0% | +201.2% | 0.212% | |
| 10/10/2023 | National Bank of Canada FI | 900 | $29K | 0.0% | +200.0% | 0.023% | |
| 10/10/2023 | SOA Wealth Advisors LLC. | 1,335 | $45K | 0.0% | +200.0% | 0.034% | |
| 8/18/2023 | SFI Advisors LLC | 9,448 | $1.15M | 1.1% | -59.7% | 0.222% | |
| 8/11/2023 | O Shaughnessy Asset Management LLC | 409 | $50K | 0.0% | N/A | 0.010% | |
| 8/10/2023 | Kraematon Investment Advisors Inc. | 11,917 | $1.45M | 1.6% | -14.7% | 0.280% | |
| 8/10/2023 | Meitav Investment House Ltd. | 307 | $37K | 0.0% | -90.8% | 0.007% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 2,476 | $302K | 0.0% | -33.8% | 0.058% | |
| 8/9/2023 | Flow Traders U.S. LLC | 2,828 | $344K | 0.0% | N/A | 0.066% | |
| 8/4/2023 | Parallel Advisors LLC | 910 | $111K | 0.0% | +127.5% | 0.021% | |
| 8/3/2023 | Valmark Advisers Inc. | 1,705 | $208K | 0.0% | N/A | 0.040% | |
| 7/31/2023 | LPL Financial LLC | 35,167 | $4.28M | 0.0% | +1.5% | 0.826% | |
| 7/31/2023 | Brown Advisory Inc. | 1,948 | $237K | 0.0% | -59.2% | 0.046% | |
| 7/26/2023 | Beam Wealth Advisors Inc. | 3,882 | $473K | 0.3% | -75.9% | 0.090% | |
| 7/20/2023 | Ulland Investment Advisors LLC | 10,485 | $1.28M | 1.3% | -4.7% | 0.243% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 20,740 | $2.53M | 0.0% | -20.8% | 1.440% | |
| 7/12/2023 | SignalPoint Asset Management LLC | 8,760 | $1.07M | 0.3% | -3.0% | 0.608% | |
| 6/5/2023 | EP Wealth Advisors LLC | 6,928 | $906K | 0.0% | N/A | 0.459% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 26,183 | $2.94M | 0.0% | -7.6% | 1.734% | |
| 5/11/2023 | Connectus Wealth LLC | 130,405 | $14.64M | 0.4% | +0.1% | 8.636% | |
| 5/11/2023 | Meitav Investment House Ltd. | 3,322 | $401K | 0.0% | -74.9% | 0.220% | |
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| 5/10/2023 | Private Advisor Group LLC | 3,252 | $365K | 0.0% | N/A | 0.215% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 4,867 | $546K | 0.0% | -30.7% | 0.322% | |
| 5/10/2023 | LPL Financial LLC | 34,639 | $3.89M | 0.0% | -6.1% | 2.294% | |
| 5/10/2023 | Cavalier Investments LLC | 44,812 | $5.03M | 2.1% | +6.2% | 2.968% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 10,620 | $1.19M | 0.0% | +60.0% | 0.703% | |
| 5/9/2023 | Bellevue Asset Management LLC | 484 | $54K | 0.0% | -29.2% | 0.032% | |
| 5/8/2023 | Global Retirement Partners LLC | 1,580 | $191K | 0.0% | -19.5% | 0.105% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 708 | $82K | 0.0% | N/A | 0.046% | |
| 4/28/2023 | SOA Wealth Advisors LLC. | 445 | $50K | 0.0% | +267.8% | 0.029% | |
| 4/26/2023 | Beam Wealth Advisors Inc. | 16,121 | $1.81M | 1.8% | +2.1% | 1.040% | |
