| 2/27/2025 | REAP Financial Group LLC | 1,659 | $68K | 0.0% | N/A | 0.004% | |
| 2/24/2025 | United Advisor Group LLC | 30,186 | $1.24M | 0.2% | +150.0% | 0.071% | |
| 2/18/2025 | First Heartland Consultants Inc. | 181,974 | $7.50M | 0.7% | +18.3% | 0.429% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 603,037 | $24.86M | 4.1% | +8.1% | 1.421% | |
| 2/17/2025 | Stadion Money Management LLC | 1,130,187 | $46.59M | 3.6% | -27.0% | 2.662% | |
| 2/17/2025 | Second Line Capital LLC | 93,550 | $3.87M | 1.0% | +5.5% | 0.220% | |
| 2/17/2025 | Cetera Investment Advisers | 55,555 | $2.29M | 0.0% | +999.4% | 0.131% | |
| 2/17/2025 | Citadel Advisors LLC | 579,231 | $23.88M | 0.0% | +3,306.0% | 1.365% | |
| 2/17/2025 | Bank of America Corp DE | 1,235,125 | $50.91M | 0.0% | -1.2% | 2.910% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 611,236 | $25.26M | 0.3% | +12.3% | 1.440% | |
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| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,190 | $255K | 0.0% | -11.8% | 0.015% | |
| 2/14/2025 | Jane Street Group LLC | 97,724 | $4.03M | 0.0% | +119.9% | 0.230% | |
| 2/14/2025 | Second Half Financial Partners LLC | 15,500 | $639K | 0.3% | +2.8% | 0.037% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,273,629 | $52.50M | 0.6% | +8.6% | 3.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 1,264 | $52K | 0.0% | +690.0% | 0.003% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 318,151 | $13.11M | 0.0% | +4.4% | 0.749% | |
| 2/13/2025 | Raymond James Financial Inc. | 14,859 | $612K | 0.0% | N/A | 0.035% | |
| 2/13/2025 | Advisory Services Network LLC | 5,318 | $219K | 0.0% | N/A | 0.013% | |
| 2/13/2025 | Waterloo Capital L.P. | 48,168 | $1.99M | 0.2% | +9.4% | 0.113% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 77,716 | $3.20M | 0.0% | +1,006.3% | 0.183% | |
| 2/13/2025 | Wells Fargo & Company MN | 9,454 | $390K | 0.0% | -10.6% | 0.022% | |
| 2/12/2025 | SevenBridge Financial Group LLC | 15,600 | $646K | 0.1% | N/A | 0.037% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,199 | $915K | 0.0% | N/A | 0.052% | |
| 2/11/2025 | LPL Financial LLC | 159,996 | $6.60M | 0.0% | +12.0% | 0.377% | |
| 2/11/2025 | GM Advisory Group LLC | 362,116 | $14.93M | 0.8% | +10.9% | 0.853% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,954 | $245K | 0.0% | N/A | 0.014% | |
| 2/6/2025 | Raymond James Financial Inc. | 14,859 | $612K | 0.0% | N/A | 0.035% | |
| 2/5/2025 | Maripau Wealth Management LLC | 89,508 | $3.70M | 2.2% | +114.1% | 0.211% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 14,340 | $591K | 0.3% | N/A | 0.034% | |
| 2/4/2025 | Bank of New York Mellon Corp | 2,809,994 | $115.83M | 0.0% | +16.8% | 6.620% | |
| 2/4/2025 | BankPlus Trust Department | 4,860 | $200K | 0.1% | N/A | 0.011% | |
| 1/31/2025 | Sanctuary Advisors LLC | 25,050 | $1.04M | 0.0% | -13.9% | 0.059% | |
| 1/31/2025 | Total Investment Management Inc. | 1,558,636 | $64.25M | 9.0% | +1.8% | 3.672% | |
| 1/30/2025 | Principal Securities Inc. | 2,326 | $96K | 0.0% | +13.1% | 0.005% | |
| 1/30/2025 | Lord & Richards Wealth Management LLC | 76,641 | $3.16M | 6.7% | N/A | 0.181% | |
| 1/29/2025 | True Vision MN LLC | 6,137 | $254K | 0.2% | N/A | 0.014% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 33,341 | $1.38M | 0.1% | +1.4% | 0.079% | |
| 1/27/2025 | Tanager Wealth Management LLP | 979,438 | $40.53M | 5.3% | +68.6% | 2.307% | |
| 1/24/2025 | CENTRAL TRUST Co | 512,230 | $21.11M | 0.5% | +9.6% | 1.207% | |
| 1/24/2025 | Symphony Financial Ltd. Co. | 57,170 | $2.37M | 0.4% | +302.0% | 0.135% | |
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| 1/22/2025 | BankPlus Wealth Management LLC | 28,332 | $1.17M | 0.9% | N/A | 0.067% | |
| 1/22/2025 | Nilsine Partners LLC | 90,171 | $3.72M | 0.4% | +8.0% | 0.212% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 28,308 | $1.17M | 0.1% | -2.2% | 0.067% | |
| 1/17/2025 | Park Place Capital Corp | 9,680 | $399K | 0.1% | +562.6% | 0.023% | |
| 1/15/2025 | RPOA Advisors Inc. | 27,721,170 | $1.14B | 30.9% | -0.6% | 65.303% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 256,125 | $10.60M | 1.2% | +200.5% | 0.603% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 291,474 | $12.02M | 2.2% | -2.1% | 0.687% | |
| 1/13/2025 | Harbour Capital Advisors LLC | 11,235 | $463K | 0.1% | N/A | 0.026% | |
| 1/13/2025 | Brookstone Capital Management | 1,436,678 | $59.22M | 0.9% | -50.7% | 3.384% | |
| 11/25/2024 | Sanctuary Advisors LLC | 29,108 | $1.21M | 0.0% | +122.5% | 0.069% | |
| 11/20/2024 | Advisory Resource Group | 203,681 | $8.79M | 1.9% | +1.7% | 0.480% | |
| 11/19/2024 | Second Line Capital LLC | 88,701 | $3.83M | 1.0% | +1.8% | 0.209% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 557,655 | $24.06M | 4.1% | +4.0% | 1.314% | |
| 11/15/2024 | Jane Street Group LLC | 44,445 | $1.92M | 0.0% | -12.9% | 0.105% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,173,146 | $50.62M | 0.6% | +1.8% | 2.764% | |
| 11/14/2024 | Flow Traders U.S. LLC | 33,996 | $1.47M | 0.1% | -50.3% | 0.080% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 304,778 | $13.15M | 0.0% | -23.6% | 0.718% | |
| 11/12/2024 | GM Advisory Group LLC | 326,600 | $14.09M | 0.8% | +148.0% | 0.769% | |
| 11/8/2024 | Second Half Financial Partners LLC | 15,073 | $650K | 0.3% | N/A | 0.036% | |
| 11/8/2024 | BIP Wealth LLC | 8,928 | $385K | 0.0% | N/A | 0.021% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 544,353 | $23.49M | 0.3% | -8.2% | 1.282% | |
| 11/5/2024 | First Heartland Consultants Inc. | 153,864 | $6.64M | 0.7% | -27.6% | 0.362% | |
| 11/5/2024 | Total Investment Management Inc. | 1,531,517 | $66.09M | 7.4% | +2.3% | 3.608% | |
| 10/31/2024 | Advisor Resource Council | 6,171 | $266K | 0.1% | N/A | 0.015% | |
| 10/30/2024 | United Advisor Group LLC | 12,074 | $521K | 0.1% | -23.0% | 0.028% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 32,874 | $1.42M | 0.2% | +5.1% | 0.077% | |
| 10/23/2024 | CENTRAL TRUST Co | 467,241 | $20.16M | 0.5% | +31.9% | 1.101% | |
| 10/23/2024 | Tanager Wealth Management LLP | 581,070 | $25.07M | 3.4% | +10.3% | 1.369% | |
| 10/22/2024 | Symphony Financial Ltd. Co. | 14,221 | $616K | 0.1% | N/A | 0.034% | |
| 10/22/2024 | Maripau Wealth Management LLC | 41,806 | $1.80M | 1.6% | +143.4% | 0.098% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 297,855 | $12.85M | 2.5% | +5.9% | 0.702% | |
| 10/15/2024 | Zhang Financial LLC | 31,432 | $1.36M | 0.1% | -11.4% | 0.074% | |
| 10/8/2024 | Brookstone Capital Management | 2,915,269 | $125.79M | 1.9% | N/A | 6.868% | |
| 10/8/2024 | Park Place Capital Corp | 1,461 | $63K | 0.0% | N/A | 0.003% | |
| 10/7/2024 | RPOA Advisors Inc. | 27,895,847 | $1.20B | 32.0% | +4.0% | 65.715% | |
| 9/5/2024 | Sanctuary Advisors LLC | 13,082 | $533K | 0.0% | N/A | 0.031% | |
| 8/16/2024 | Second Line Capital LLC | 87,165 | $3.61M | 1.1% | +10.5% | 0.205% | |
| 8/13/2024 | GM Advisory Group LLC | 131,679 | $5.45M | 0.4% | N/A | 0.310% | |
| 8/12/2024 | Waterloo Capital L.P. | 42,190 | $1.75M | 0.2% | -11.6% | 0.099% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 6,190 | $256K | 0.0% | N/A | 0.015% | |
| 8/7/2024 | Total Investment Management Inc. | 1,496,788 | $62.00M | 8.2% | +0.8% | 3.526% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 592,774 | $24.55M | 0.4% | -7.4% | 1.396% | |
| 7/31/2024 | Nilsine Partners LLC | 82,129 | $3.40M | 0.5% | +2.6% | 0.193% | |
| 7/26/2024 | Bank of New York Mellon Corp | 3,564,004 | $147.62M | 0.0% | -13.6% | 8.396% | |
| 7/25/2024 | First Heartland Consultants Inc. | 212,476 | $8.80M | 0.6% | +3.7% | 0.501% | |
| 7/25/2024 | Tanager Wealth Management LLP | 526,915 | $21.83M | 3.2% | +9.8% | 1.241% | |
| 7/24/2024 | Advisory Resource Group | 200,184 | $8.29M | 1.9% | -5.0% | 0.472% | |
| 7/20/2024 | Zhang Financial LLC | 35,472 | $1.47M | 0.1% | -13.3% | 0.084% | |
| 7/15/2024 | Fifth Third Securities Inc. | 16,782 | $695K | 0.1% | +168.1% | 0.040% | |
| 7/13/2024 | RPOA Advisors Inc. | 26,812,446 | $1.11B | 31.5% | +3.8% | 63.162% | |
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| 5/22/2024 | Second Line Capital LLC | 78,867 | $3.30M | 1.1% | +10.8% | 0.186% | |
| 5/17/2024 | Advisory Resource Group | 210,747 | $8.82M | 2.0% | +1.6% | 0.496% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 1,161,010 | $48.61M | 10.4% | +5.5% | 2.735% | |
| 5/10/2024 | Osaic Holdings Inc. | 241,990 | $10.13M | 0.0% | +142.3% | 0.570% | |
| 5/6/2024 | Advisory Services Network LLC | 69,763 | $2.92M | 0.1% | +2.0% | 0.164% | |
| 5/1/2024 | Tanager Wealth Management LLP | 479,909 | $20.09M | 3.2% | +21.0% | 1.119% | |
| 4/25/2024 | Bank of New York Mellon Corp | 4,124,723 | $172.70M | 0.0% | +23.5% | 9.615% | |
| 4/24/2024 | Zhang Financial LLC | 40,908 | $1.71M | 0.1% | -6.0% | 0.095% | |
| 4/24/2024 | CENTRAL TRUST Co | 317,786 | $13.31M | 0.3% | +13.1% | 0.741% | |
| 4/22/2024 | Nilsine Partners LLC | 80,041 | $3.35M | 0.5% | -25.5% | 0.187% | |
