| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 370,735 | $9.56M | 0.0% | +1,123.3% | 0.537% | |
| 3/14/2025 | Keystone Financial Services LLC | 146,232 | $3.77M | 3.5% | N/A | 0.212% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 30,553 | $787K | 0.3% | N/A | 0.044% | |
| 2/26/2025 | Capital A Wealth Management LLC | 950 | $25K | 0.0% | N/A | 0.010% | |
| 2/24/2025 | United Advisor Group LLC | 58,155 | $1.50M | 0.3% | N/A | 0.639% | |
| 2/21/2025 | Aurdan Capital Management LLC | 25,783 | $665K | 0.3% | N/A | 0.283% | |
| 2/20/2025 | Drucker Wealth 3.0 LLC | 59,657 | $1.54M | 0.3% | N/A | 0.656% | |
| 2/18/2025 | Sunbelt Securities Inc. | 10,927 | $282K | 0.0% | N/A | 0.120% | |
| 2/18/2025 | Continuum Advisory LLC | 138,216 | $3.57M | 0.5% | +176.2% | 1.519% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 12,804 | $330K | 0.0% | N/A | 0.141% | |
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| 2/17/2025 | Royal Bank of Canada | 1,111,018 | $28.65M | 0.0% | -38.4% | 12.209% | |
| 2/17/2025 | Cambridge Investment Research Advisors Inc. | 999,192 | $25.77M | 0.1% | +399.3% | 10.980% | |
| 2/17/2025 | Cetera Investment Advisers | 824,585 | $21.27M | 0.0% | +34.2% | 9.061% | |
| 2/17/2025 | Captrust Financial Advisors | 188,379 | $4.86M | 0.0% | +41.5% | 2.070% | |
| 2/17/2025 | Citadel Advisors LLC | 134,070 | $3.46M | 0.0% | +23.6% | 1.473% | |
| 2/17/2025 | Baird Financial Group Inc. | 9,714 | $251K | 0.0% | N/A | 0.107% | |
| 2/17/2025 | Benjamin Edwards Inc. | 38,043 | $981K | 0.0% | +205.1% | 0.418% | |
| 2/17/2025 | Ancora Advisors LLC | 142,627 | $3.68M | 0.1% | -0.9% | 1.567% | |
| 2/14/2025 | Jane Street Group LLC | 156,000 | $4.02M | 0.0% | +437.5% | 1.714% | |
| 2/14/2025 | Comerica Bank | 8,620 | $222K | 0.0% | +67.7% | 0.095% | |
| 2/14/2025 | Evergreen Wealth Solutions LLC | 10,150 | $262K | 0.2% | N/A | 0.112% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 29,474 | $760K | 0.0% | +102.1% | 0.324% | |
| 2/14/2025 | Stifel Financial Corp | 1,236,448 | $31.89M | 0.0% | +8.6% | 13.587% | |
| 2/14/2025 | MML Investors Services LLC | 592,611 | $15.28M | 0.1% | +46.8% | 6.512% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 63,679 | $1.64M | 0.1% | +16.6% | 0.700% | |
| 2/14/2025 | Capital International Investors | 5,046,724 | $130.16M | 0.0% | +162.9% | 55.459% | |
| 2/13/2025 | MSH Capital Advisors LLC | 12,490 | $322K | 0.1% | N/A | 0.137% | |
| 2/13/2025 | NewEdge Advisors LLC | 90,886 | $2.34M | 0.0% | +2,461.6% | 0.999% | |
| 2/13/2025 | Rather & Kittrell Inc. | 11,314 | $292K | 0.1% | +11.2% | 0.124% | |
| 2/13/2025 | Mariner LLC | 37,159 | $958K | 0.0% | -12.2% | 0.408% | |
| 2/13/2025 | Townsquare Capital LLC | 60,006 | $1.55M | 0.0% | N/A | 0.659% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 157,608 | $4.07M | 0.0% | +27.1% | 1.732% | |
| 2/13/2025 | Raymond James Financial Inc. | 744,757 | $19.21M | 0.0% | N/A | 8.184% | |
| 2/13/2025 | Advisory Services Network LLC | 11,462 | $296K | 0.0% | N/A | 0.126% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,967,541 | $50.74M | 0.0% | +52.3% | 21.621% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 25,765 | $664K | 0.1% | N/A | 0.283% | |
| 2/13/2025 | Smith Moore & CO. | 37,415 | $965K | 0.1% | +44.7% | 0.411% | |
| 2/12/2025 | OLD Mission Capital LLC | 133,904 | $3.45M | 0.1% | -18.9% | 1.471% | |
| 2/12/2025 | JPMorgan Chase & Co. | 120,320 | $3.10M | 0.0% | +884.0% | 1.322% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 170,348 | $4.39M | 0.1% | N/A | 1.872% | |
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| 2/11/2025 | LPL Financial LLC | 5,292,538 | $136.50M | 0.1% | +229.3% | 58.160% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,306 | $85K | 0.0% | +29.8% | 0.036% | |
| 2/10/2025 | Harbour Investments Inc. | 32,102 | $828K | 0.0% | +108.1% | 0.353% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 90,313 | $2.33M | 0.0% | +12.6% | 0.992% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 489,078 | $12.61M | 0.0% | +38.8% | 5.374% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 67,308 | $1.74M | 0.0% | +99.1% | 0.740% | |
| 2/7/2025 | PFG Advisors | 10,595 | $273K | 0.0% | +34.4% | 0.116% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 35,280 | $910K | 0.1% | +20.9% | 0.388% | |
| 2/7/2025 | Strategic Family Wealth Counselors L.L.C. | 119,714 | $3.09M | 1.0% | +122.5% | 1.316% | |
| 2/6/2025 | Raymond James Financial Inc. | 744,757 | $19.21M | 0.0% | N/A | 8.184% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 51,993 | $1.34M | 0.0% | +22.6% | 0.571% | |
| 2/6/2025 | Synergy Investment Management LLC | 11,995 | $309K | 0.1% | N/A | 0.132% | |
| 2/6/2025 | Meridian Wealth Management LLC | 58,785 | $1.52M | 0.1% | +3.3% | 0.646% | |
| 2/6/2025 | Jones Financial Companies Lllp | 99,332 | $2.56M | 0.0% | +198.1% | 1.092% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 154,464 | $3.99M | 0.4% | +20.6% | 1.697% | |
| 2/5/2025 | Morgan Dempsey Capital Management LLC | 2,317 | $60K | 0.0% | N/A | 0.025% | |
| 2/5/2025 | WR Wealth Planners LLC | 4,071 | $105K | 0.0% | -50.5% | 0.045% | |
| 2/5/2025 | Kovack Advisors Inc. | 8,873 | $229K | 0.0% | +11.0% | 0.098% | |
| 2/4/2025 | CWS Financial Advisors LLC | 17,109 | $441K | 0.1% | +59.2% | 0.188% | |
| 2/4/2025 | Rothschild Investment LLC | 45,550 | $1.18M | 0.1% | +98.0% | 0.501% | |
| 2/4/2025 | Cannon Wealth Management Services LLC | 199,628 | $5.16M | 4.5% | +26.5% | 2.194% | |
| 2/4/2025 | Delta Financial Group Inc. | 34,549 | $891K | 0.2% | -4.7% | 0.380% | |
| 2/3/2025 | Sigma Planning Corp | 28,549 | $736K | 0.0% | +5.3% | 0.314% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 117,912 | $3.04M | 0.1% | -2.0% | 1.296% | |
| 2/3/2025 | Private Advisor Group LLC | 770,576 | $19.87M | 0.1% | +384.5% | 8.468% | |
| 2/3/2025 | Cannon Financial Strategists Inc. | 434,404 | $11.20M | 1.9% | +135.3% | 4.774% | |
| 1/31/2025 | Global Retirement Partners LLC | 7,332 | $189K | 0.0% | +24.0% | 0.081% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 172,466 | $4.45M | 0.0% | +137.3% | 1.895% | |
| 1/31/2025 | D.A. Davidson & CO. | 671,984 | $17.33M | 0.1% | +276.6% | 7.384% | |
| 1/31/2025 | Truist Financial Corp | 35,726 | $921K | 0.0% | N/A | 0.393% | |
| 1/30/2025 | Valmark Advisers Inc. | 814,995 | $21.02M | 0.3% | +1.3% | 8.956% | |
| 1/30/2025 | Allworth Financial LP | 2,038 | $53K | 0.0% | N/A | 0.022% | |
| 1/30/2025 | American Financial Advisors LLC | 909,806 | $23.46M | 3.3% | +3.9% | 9.998% | |
| 1/30/2025 | Lodestone Wealth Management LLC | 79,615 | $2.05M | 1.0% | +23.4% | 0.875% | |
| 1/28/2025 | Stephens Inc. AR | 575,753 | $14.85M | 0.2% | +5.9% | 6.327% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 219,296 | $5.66M | 0.1% | +20.6% | 2.410% | |
| 1/28/2025 | Barrett & Company Inc. | 3,050 | $79K | 0.0% | +916.7% | 0.034% | |
| 1/27/2025 | Trilogy Capital Inc. | 18,838 | $486K | 0.0% | -5.7% | 0.207% | |
| 1/24/2025 | Tempus Wealth Planning LLC | 20,053 | $517K | 0.2% | +13.8% | 0.220% | |
| 1/24/2025 | Holistic Planning LLC | 27,756 | $716K | 0.3% | N/A | 0.305% | |
| 1/24/2025 | EQ Wealth Advisors LLC | 9,482 | $245K | 0.2% | N/A | 0.104% | |
| 1/24/2025 | KPP Advisory Services LLC | 69,081 | $1.78M | 0.4% | +9.6% | 0.759% | |
| 1/24/2025 | HHM Wealth Advisors LLC | 5,117 | $132K | 0.0% | N/A | 0.056% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 29,689 | $766K | 0.1% | +2.5% | 0.326% | |
| 1/23/2025 | Strategic Blueprint LLC | 158,697 | $4.09M | 0.2% | +40.5% | 1.744% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 8,592 | $222K | 0.1% | N/A | 0.094% | |
| 1/23/2025 | Southern Style Financial Inc. | 697,633 | $17.99M | 14.6% | N/A | 7.666% | |
| 1/22/2025 | Orca Wealth Management LLC | 9,623 | $248K | 0.2% | N/A | 0.106% | |
| 1/21/2025 | Regatta Capital Group LLC | 641,012 | $16.53M | 3.2% | N/A | 7.044% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 165,590 | $4.27M | 0.2% | +2.1% | 1.820% | |
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| 1/21/2025 | Cornerstone Wealth Management LLC | 13,947 | $360K | 0.0% | N/A | 0.153% | |
| 1/21/2025 | Johnson Bixby & Associates LLC | 8,272 | $213K | 0.0% | N/A | 0.091% | |
| 1/17/2025 | Spinnaker Investment Group LLC | 92,357 | $2.38M | 0.6% | N/A | 1.015% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 73,937 | $1.91M | 1.8% | N/A | 0.812% | |
| 1/17/2025 | Bill Few Associates Inc. | 45,914 | $1.18M | 0.4% | +161.9% | 0.505% | |
| 1/17/2025 | Mutual Advisors LLC | 68,700 | $1.77M | 0.1% | -8.6% | 0.755% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 16,882 | $435K | 0.0% | +87.3% | 0.186% | |
| 1/16/2025 | Harbor Investment Advisory LLC | 16,260 | $419K | 0.0% | +602.4% | 0.179% | |
| 1/15/2025 | LongView Wealth Management | 32,081 | $827K | 0.3% | +116.3% | 0.353% | |
| 1/15/2025 | Capital & Planning LLC | 117,473 | $3.03M | 2.2% | N/A | 1.291% | |
