| 3/6/2025 | IronOak Wealth LLC. | 224,571 | $4.98M | 5.6% | N/A | 2.149% | |
| 2/27/2025 | REAP Financial Group LLC | 2,620 | $58K | 0.0% | N/A | 0.033% | |
| 2/17/2025 | Redwood Financial Network Corp | 19,509 | $432K | 0.3% | N/A | 0.245% | |
| 2/17/2025 | Focus Partners Wealth | 479,789 | $10.64M | 0.0% | +3.2% | 6.035% | |
| 2/17/2025 | Cetera Investment Advisers | 10,033 | $222K | 0.0% | -92.4% | 0.126% | |
| 2/17/2025 | Citadel Advisors LLC | 64,942 | $1.44M | 0.0% | N/A | 0.817% | |
| 2/17/2025 | Bank of America Corp DE | 230,082 | $5.10M | 0.0% | +22.4% | 2.894% | |
| 2/17/2025 | Ameriprise Financial Inc. | 14,707 | $326K | 0.0% | N/A | 0.185% | |
| 2/17/2025 | Asset Management Group Inc. | 30,772 | $682K | 0.1% | -38.1% | 0.387% | |
| 2/14/2025 | Jane Street Group LLC | 48,285 | $1.07M | 0.0% | N/A | 0.607% | |
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| 2/14/2025 | Stonebridge Capital Advisors LLC | 14,315 | $317K | 0.0% | -5.9% | 0.180% | |
| 2/13/2025 | Mariner LLC | 133,093 | $2.95M | 0.0% | +59.6% | 1.674% | |
| 2/13/2025 | Savvy Advisors Inc. | 64,549 | $1.43M | 0.2% | +21.9% | 0.812% | |
| 2/13/2025 | Altman Advisors Inc. | 252,548 | $5.60M | 2.2% | +1,566.4% | 3.177% | |
| 2/13/2025 | Titleist Asset Management LLC | 9,751 | $216K | 0.0% | N/A | 0.123% | |
| 2/12/2025 | World Investment Advisors | 96,182 | $2.13M | 0.1% | +8.2% | 1.210% | |
| 2/12/2025 | JPMorgan Chase & Co. | 68,527 | $1.52M | 0.0% | +12.3% | 0.862% | |
| 2/11/2025 | LPL Financial LLC | 685,700 | $15.20M | 0.0% | -6.2% | 8.625% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 17,613 | $390K | 0.0% | N/A | 0.222% | |
| 2/10/2025 | Harbour Investments Inc. | 85,490 | $1.90M | 0.1% | +3.4% | 1.075% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 39,807 | $882K | 0.0% | +43.8% | 0.501% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 29,425 | $652K | 0.0% | N/A | 0.370% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 20,667 | $458K | 0.1% | -7.6% | 0.260% | |
| 2/6/2025 | Raymond James Financial Inc. | 589,876 | $13.08M | 0.0% | N/A | 7.420% | |
| 2/4/2025 | Partners Wealth Management LLC | 59,844 | $1.33M | 1.5% | N/A | 0.753% | |
| 2/4/2025 | LWM Advisory Services LLC | 131,036 | $2.90M | 2.0% | +11.8% | 1.648% | |
| 2/3/2025 | Sigma Planning Corp | 216,839 | $4.81M | 0.2% | +1.1% | 2.728% | |
| 2/3/2025 | Private Advisor Group LLC | 18,774 | $416K | 0.0% | -4.3% | 0.236% | |
| 1/31/2025 | Global Retirement Partners LLC | 3,096 | $69K | 0.0% | +3,378.7% | 0.039% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 12,170 | $270K | 0.0% | -44.1% | 0.153% | |
| 1/31/2025 | Truist Financial Corp | 126,158 | $2.80M | 0.0% | -10.8% | 1.587% | |
| 1/30/2025 | Allworth Financial LP | 82,482 | $1.84M | 0.0% | -4.3% | 1.038% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 24,632 | $546K | 0.0% | +41.7% | 0.310% | |
| 1/24/2025 | KPP Advisory Services LLC | 151,046 | $3.35M | 0.8% | -38.0% | 1.900% | |
| 1/24/2025 | SYM FINANCIAL Corp | 21,935 | $486K | 0.1% | +16.7% | 0.276% | |
| 1/23/2025 | Fifth Third Securities Inc. | 10,391 | $230K | 0.0% | N/A | 0.131% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 33,537 | $743K | 0.0% | +8.2% | 0.422% | |
| 1/15/2025 | Arkadios Wealth Advisors | 50,740 | $1.13M | 0.1% | +5.9% | 0.638% | |
| 1/13/2025 | AdvisorNet Financial Inc | 16,739 | $371K | 0.0% | -4.8% | 0.211% | |
| 12/26/2024 | JPMorgan Chase & Co. | 61,022 | $1.40M | 0.0% | +1.1% | 0.768% | |
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| 11/25/2024 | World Investment Advisors LLC | 88,930 | $2.04M | 0.0% | N/A | 1.119% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 13,172 | $302K | 0.1% | N/A | 0.166% | |
| 11/15/2024 | MML Investors Services LLC | 25,305 | $580K | 0.0% | +28.8% | 0.318% | |
| 11/15/2024 | SYM FINANCIAL Corp | 18,799 | $431K | 0.1% | +3.5% | 0.236% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 19,608 | $449K | 0.0% | -31.7% | 0.247% | |
| 11/12/2024 | Asset Management Group Inc. | 49,717 | $1.14M | 0.2% | -10.9% | 0.625% | |
| 11/8/2024 | Altman Advisors Inc. | 15,155 | $347K | 0.2% | +3.6% | 0.191% | |
| 11/8/2024 | Darwin Wealth Management LLC | 3,693 | $85K | 0.0% | N/A | 0.046% | |
| 11/6/2024 | KPP Advisory Services LLC | 243,688 | $5.59M | 1.3% | +51.6% | 3.065% | |
| 11/5/2024 | Savvy Advisors Inc. | 52,938 | $1.21M | 0.2% | +2.6% | 0.666% | |
| 11/5/2024 | Systelligence LLC | 425,800 | $9.76M | 2.4% | +18.5% | 5.356% | |
| 11/5/2024 | Harbour Investments Inc. | 82,699 | $1.90M | 0.1% | N/A | 1.040% | |
| 11/4/2024 | Sigma Planning Corp | 214,420 | $4.91M | 0.2% | -2.9% | 2.697% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 22,356 | $512K | 0.1% | +31.6% | 0.281% | |
| 10/24/2024 | Arkadios Wealth Advisors | 47,895 | $1.10M | 0.1% | +71.9% | 0.602% | |
| 10/22/2024 | Private Advisor Group LLC | 19,624 | $450K | 0.0% | +14.0% | 0.247% | |
| 10/18/2024 | Raymond James & Associates | 259,508 | $5.95M | 0.0% | +15.6% | 3.264% | |
| 10/17/2024 | Richard W. Paul & Associates LLC | 48,329 | $1.11M | 0.4% | +1.8% | 0.608% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 22,023 | $505K | 0.1% | -95.6% | 0.277% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 30,994 | $710K | 0.0% | +17.2% | 0.390% | |
| 8/27/2024 | KPP Advisory Services LLC | 160,728 | $3.57M | 0.9% | +163.5% | 2.022% | |
| 8/22/2024 | Cetera Investment Advisers | 42,454 | $942K | 0.0% | N/A | 0.534% | |
| 8/21/2024 | Truist Financial Corp | 145,232 | $3.22M | 0.0% | +8.9% | 1.827% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,322 | $29K | 0.0% | N/A | 0.017% | |
| 8/13/2024 | Asset Management Group Inc. | 55,828 | $1.24M | 0.2% | +1.3% | 0.702% | |
| 8/8/2024 | LWM Advisory Services LLC | 124,256 | $2.76M | 2.3% | +5.0% | 1.563% | |
| 8/8/2024 | Altman Advisors Inc. | 14,625 | $324K | 0.2% | +18.5% | 0.184% | |
| 8/2/2024 | Birchcreek Wealth Management LLC | 54,687 | $1.21M | 0.7% | +36.8% | 0.688% | |
| 8/1/2024 | Elevated Capital Advisors LLC | 41,075 | $911K | 0.3% | -6.5% | 0.517% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 27,311 | $606K | 0.0% | +164.6% | 0.344% | |
| 7/29/2024 | Arkadios Wealth Advisors | 27,868 | $618K | 0.0% | +111.5% | 0.351% | |
| 7/27/2024 | Zimmermann Investment Management & Planning LLC | 20,756 | $460K | 0.2% | -76.4% | 0.261% | |
| 7/25/2024 | Systelligence LLC | 359,177 | $7.97M | 2.1% | -0.6% | 4.518% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,988 | $377K | 0.1% | +80.0% | 0.214% | |
| 7/23/2024 | Richard W. Paul & Associates LLC | 47,471 | $1.05M | 0.4% | +13.1% | 0.597% | |
| 7/19/2024 | Raymond James & Associates | 224,459 | $4.98M | 0.0% | +13.1% | 2.823% | |
| 7/17/2024 | Redhawk Wealth Advisors Inc. | 501,647 | $11.13M | 1.7% | N/A | 6.310% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 28,694 | $636K | 0.0% | -67.2% | 0.361% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 26,445 | $587K | 0.0% | +13.4% | 0.333% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 14,980 | $335K | 0.0% | +13.9% | 0.188% | |
| 5/6/2024 | SYM FINANCIAL Corp | 18,152 | $406K | 0.1% | +3.0% | 0.228% | |
| 5/2/2024 | Vantage Financial Partners LLC | 13,644 | $305K | 0.1% | -6.6% | 0.176% | |
| 5/1/2024 | Retirement Group LLC | 2,000 | $45K | 0.0% | +33.3% | 0.026% | |
| 5/1/2024 | Private Advisor Group LLC | 15,309 | $342K | 0.0% | N/A | 0.198% | |
| 4/30/2024 | Hartline Investment Corp | 9,438 | $211K | 0.0% | N/A | 0.122% | |
| 4/30/2024 | Arkadios Wealth Advisors | 13,177 | $295K | 0.0% | N/A | 0.170% | |
| 4/25/2024 | Mendota Financial Group LLC | 2,339 | $52K | 0.0% | N/A | 0.030% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 262,935 | $5.88M | 0.0% | +38.5% | 3.393% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 43,912 | $982K | 0.3% | +2.2% | 1.098% | |
| 4/12/2024 | AdvisorNet Financial Inc | 14,980 | $335K | 0.0% | +13.9% | 0.375% | |
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| 4/12/2024 | Systelligence LLC | 361,479 | $8.08M | 2.1% | +0.2% | 9.037% | |
| 2/8/2024 | Savvy Advisors Inc. | 14,175 | $318K | 0.3% | N/A | 0.354% | |
| 2/8/2024 | Altman Advisors Inc. | 14,330 | $321K | 0.2% | N/A | 0.358% | |
| 2/7/2024 | Principal Securities Inc. | 7,240 | $162K | 0.0% | N/A | 0.181% | |
| 2/7/2024 | Darwin Wealth Management LLC | 163,479 | $3.67M | 1.0% | -8.1% | 4.087% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 19,087 | $428K | 0.0% | N/A | 0.477% | |
| 2/5/2024 | LWM Advisory Services LLC | 96,880 | $2.17M | 1.9% | -19.6% | 2.422% | |
| 2/5/2024 | Birchcreek Wealth Management LLC | 30,810 | $691K | 0.4% | -4.0% | 0.770% | |
| 2/2/2024 | Truist Financial Corp | 114,229 | $2.56M | 0.0% | -3.9% | 2.856% | |
| 1/24/2024 | Allworth Financial LP | 63,290 | $1.42M | 0.0% | +23.3% | 1.582% | |
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