| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,296 | $686K | 0.0% | +24.0% | 0.575% | |
| 3/10/2025 | Mattson Financial Services LLC | 1,866 | $58K | 0.0% | -21.2% | 0.046% | |
| 2/18/2025 | Sunbelt Securities Inc. | 29,456 | $872K | 0.1% | +12.2% | 0.580% | |
| 2/17/2025 | Diligent Investors LLC | 44,518 | $1.31M | 0.3% | -1.5% | 0.876% | |
| 2/17/2025 | CoreCap Advisors LLC | 2,537 | $75K | 0.0% | -51.5% | 0.050% | |
| 2/17/2025 | Cetera Investment Advisers | 33,769 | $994K | 0.0% | -2.5% | 0.665% | |
| 2/14/2025 | Long Island Wealth Management Inc. | 132,124 | $3.89M | 2.4% | +23.3% | 2.601% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 6,848 | $202K | 0.0% | -14.5% | 0.135% | |
| 2/14/2025 | WPWealth LLP | 26,984 | $794K | 0.2% | +184.0% | 0.531% | |
| 2/14/2025 | Tradition Wealth Management LLC | 12,746 | $375K | 0.0% | -4.0% | 0.251% | |
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| 2/13/2025 | Belpointe Asset Management LLC | 11,139 | $337K | 0.0% | -3.6% | 0.219% | |
| 2/13/2025 | Raymond James Financial Inc. | 14,484 | $426K | 0.0% | N/A | 0.285% | |
| 2/13/2025 | Trek Financial LLC | 16,227 | $478K | 0.0% | -7.6% | 0.319% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 12,756 | $376K | 0.0% | -3.5% | 0.251% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 8,763 | $258K | 0.1% | N/A | 0.173% | |
| 2/11/2025 | LPL Financial LLC | 11,235 | $331K | 0.0% | -32.5% | 0.221% | |
| 2/10/2025 | Signaturefd LLC | 14,956 | $440K | 0.0% | N/A | 0.294% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 36,253 | $1.07M | 0.0% | -12.3% | 0.714% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 17,404 | $512K | 0.0% | +5.1% | 0.343% | |
| 2/10/2025 | Capasso Planning Partners LLC | 15,135 | $446K | 0.2% | N/A | 0.298% | |
| 2/7/2025 | HighTower Advisors LLC | 61,046 | $1.80M | 0.0% | -48.6% | 1.202% | |
| 2/6/2025 | Raymond James Financial Inc. | 14,484 | $426K | 0.0% | N/A | 0.285% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,009 | $89K | 0.0% | +785.0% | 0.059% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 9,209 | $271K | 0.1% | +9,109.0% | 0.181% | |
| 2/5/2025 | Jacobi Capital Management LLC | 10,417 | $307K | 0.0% | -24.4% | 0.205% | |
| 2/5/2025 | Whipplewood Advisors LLC | 1,431 | $42K | 0.0% | N/A | 0.028% | |
| 2/5/2025 | Corrado Advisors LLC | 79,357 | $2.34M | 1.5% | -6.0% | 1.562% | |
| 2/4/2025 | IFP Advisors Inc | 28,273 | $832K | 0.0% | +61.2% | 0.557% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 8,090 | $238K | 0.0% | -44.3% | 0.159% | |
| 1/31/2025 | 3EDGE Asset Management LP | 36,352 | $1.07M | 0.1% | -3.5% | 0.716% | |
| 1/30/2025 | Allworth Financial LP | 120,370 | $3.57M | 0.0% | +198.3% | 2.369% | |
| 1/30/2025 | Principal Securities Inc. | 53,811 | $1.58M | 0.0% | +14.6% | 1.059% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 5,552 | $163K | 0.1% | -8.6% | 0.109% | |
| 1/28/2025 | Stephens Inc. AR | 421,930 | $12.42M | 0.2% | -1.6% | 8.306% | |
| 1/24/2025 | Compass Advisory Group LLC | 24,537 | $722K | 0.3% | -18.1% | 0.483% | |
| 1/23/2025 | Strategic Blueprint LLC | 28,408 | $836K | 0.0% | -7.9% | 0.559% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 23,773 | $700K | 0.0% | +9.2% | 0.468% | |
| 1/14/2025 | Rovin Capital UT ADV | 10,557 | $311K | 0.1% | +7.1% | 0.208% | |
| 1/13/2025 | HFG Wealth Management LLC | 182,880 | $5.73M | 3.7% | +11.3% | 3.600% | |
| 1/8/2025 | Weaver Consulting Group | 7,924 | $233K | 0.1% | -20.1% | 0.156% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 15,800 | $495K | 0.0% | -12.4% | 0.311% | |
| 11/18/2024 | Sunbelt Securities Inc. | 26,261 | $823K | 0.1% | -3.5% | 0.517% | |
| 11/15/2024 | HighTower Advisors LLC | 118,719 | $3.72M | 0.0% | -76.9% | 2.337% | |
| 11/13/2024 | WorthPointe LLC | 6,450 | $202K | 0.1% | N/A | 0.127% | |
| 11/1/2024 | Corrado Advisors LLC | 84,428 | $2.65M | 1.7% | -2.3% | 1.662% | |
| 11/1/2024 | Rovin Capital UT ADV | 9,858 | $308K | 0.1% | +8.7% | 0.194% | |
| 10/25/2024 | Strategic Blueprint LLC | 30,858 | $967K | 0.1% | -2.2% | 0.607% | |
| 10/23/2024 | Allworth Financial LP | 40,358 | $1.27M | 0.0% | N/A | 0.794% | |
| 10/11/2024 | Paladin Wealth LLC | 5,050 | $158K | 0.1% | N/A | 0.099% | |
| 10/8/2024 | CWM LLC | 34,396 | $1.08M | 0.0% | +12.8% | 0.677% | |
| 9/30/2024 | Mattson Financial Services LLC | 2,369 | $71K | 0.0% | N/A | 0.047% | |
| 8/30/2024 | Brown Financial Advisors | 3,925 | $117K | 0.1% | N/A | 0.077% | |
| 8/22/2024 | Cetera Investment Advisers | 42,757 | $1.28M | 0.0% | -4.2% | 0.842% | |
| 8/20/2024 | HFG Wealth Management LLC | 164,340 | $4.90M | 3.1% | N/A | 3.235% | |
| 8/16/2024 | Sunbelt Securities Inc. | 27,201 | $811K | 0.1% | -3.0% | 0.535% | |
| 8/16/2024 | Long Island Wealth Management Inc. | 84,854 | $2.53M | 1.8% | -0.6% | 1.670% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,700 | $81K | 0.0% | -18.2% | 0.053% | |
| 8/10/2024 | Wealth Alliance | 7,265 | $217K | 0.0% | -23.2% | 0.143% | |
| 8/8/2024 | WPWealth LLP | 13,379 | $399K | 0.1% | -4.9% | 0.263% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 42,067 | $1.26M | 0.0% | +1.3% | 0.828% | |
| 7/19/2024 | MBL Wealth LLC | 128,262 | $3.83M | 0.4% | N/A | 2.525% | |
| 7/18/2024 | Gradient Investments LLC | 340,574 | $10.16M | 0.2% | +3.6% | 6.704% | |
| 7/10/2024 | CWM LLC | 30,493 | $910K | 0.0% | +5.9% | 0.600% | |
| 5/16/2024 | WPWealth LLP | 14,067 | $407K | 0.1% | +5.6% | 0.277% | |
| 5/10/2024 | Alera Investment Advisors LLC | 8,848 | $256K | 0.0% | -9.3% | 0.174% | |
| 5/9/2024 | Corrado Advisors LLC | 87,955 | $2.55M | 1.7% | +13.2% | 1.731% | |
| 5/9/2024 | SageView Advisory Group LLC | 49,832 | $1.44M | 0.1% | +565.4% | 0.981% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 19,140 | $554K | 0.0% | +43.6% | 0.377% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 23,556 | $682K | 0.5% | -10.6% | 0.464% | |
| 5/6/2024 | Gill Capital Partners LLC | 26,270 | $762K | 0.3% | +9.7% | 0.517% | |
| 5/2/2024 | Lincoln National Corp | 219,868 | $6.36M | 0.1% | -25.8% | 4.311% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 23,093 | $668K | 0.0% | -4.2% | 0.453% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 14,269 | $413K | 0.1% | N/A | 0.280% | |
| 4/30/2024 | Norden Group LLC | 62,628 | $1.81M | 0.1% | +161.3% | 1.228% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 41,520 | $1.20M | 0.0% | -84.9% | 0.814% | |
| 4/23/2024 | Gradient Investments LLC | 328,793 | $9.52M | 0.2% | +65,658.6% | 6.447% | |
| 4/23/2024 | Strategic Blueprint LLC | 31,410 | $909K | 0.1% | -37.8% | 0.616% | |
| 4/22/2024 | Rovin Capital UT ADV | 8,796 | $255K | 0.1% | +9.1% | 0.172% | |
| 4/22/2024 | PFG Investments LLC | 14,269 | $413K | 0.0% | N/A | 0.280% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 465,667 | $13.48M | 1.9% | +3.2% | 9.131% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 26,502 | $767K | 0.0% | -23.0% | 0.847% | |
| 4/19/2024 | Norden Group LLC | 62,628 | $1.81M | 0.0% | +161.3% | 2.001% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 18,783 | $544K | 0.0% | -73.4% | 0.600% | |
| 4/15/2024 | Sunbelt Securities Inc. | 28,056 | $812K | 0.1% | +20.6% | 0.896% | |
| 4/13/2024 | Wallace Advisory Group LLC | 125,689 | $3.60M | 2.5% | N/A | 4.016% | |
| 4/9/2024 | Mather Group LLC. | 28,632 | $821K | 0.0% | -16.7% | 0.915% | |
| 3/6/2024 | SageView Advisory Group LLC | 7,489 | $209K | 0.0% | N/A | 0.239% | |
| 2/15/2024 | Financial Network Wealth Advisors LLC | 49,107 | $1.41M | 1.5% | N/A | 1.569% | |
| 2/12/2024 | Tradition Wealth Management LLC | 13,406 | $384K | 0.0% | -5.3% | 0.428% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 213,596 | $6.03M | 0.1% | N/A | 6.824% | |
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| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 356,678 | $10.23M | 0.0% | +2,349.0% | 11.395% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 24,110 | $691K | 0.0% | -14.5% | 0.770% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 13,326 | $382K | 0.0% | -48.0% | 0.426% | |
| 2/6/2024 | Apollon Wealth Management LLC | 7,050 | $202K | 0.0% | N/A | 0.225% | |
| 2/6/2024 | Lincoln National Corp | 296,417 | $8.50M | 0.1% | -0.3% | 9.470% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 9,311 | $267K | 0.0% | -37.3% | 0.297% | |
| 2/5/2024 | Pillar Wealth Advisors LLC | 26,337 | $755K | 0.6% | -7.9% | 0.841% | |
| 2/5/2024 | Norden Group LLC | 23,970 | $687K | 0.1% | N/A | 0.766% | |
| 2/5/2024 | Mather Group LLC. | 34,370 | $985K | 0.0% | N/A | 1.098% | |
| 2/5/2024 | Matrix Trust Co | 15,819 | $454K | 0.1% | N/A | 0.505% | |
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