| 2/18/2025 | GTS Securities LLC | 16,391 | $2.05M | 0.1% | N/A | 0.565% | |
| 2/17/2025 | Cetera Investment Advisers | 75,835 | $9.50M | 0.0% | +6.4% | 2.615% | |
| 2/17/2025 | Citadel Advisors LLC | 15,614 | $1.96M | 0.0% | +110.8% | 0.538% | |
| 2/17/2025 | Bank of America Corp DE | 399,616 | $50.05M | 0.0% | -1.6% | 13.780% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,513 | $2.44M | 0.0% | +420.5% | 0.673% | |
| 2/14/2025 | Lido Advisors LLC | 2,303 | $288K | 0.0% | N/A | 0.079% | |
| 2/14/2025 | Stifel Financial Corp | 9,409 | $1.18M | 0.0% | +29.7% | 0.324% | |
| 2/14/2025 | GeoWealth Management LLC | 654 | $82K | 0.0% | N/A | 0.023% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,315 | $916K | 0.0% | +22.1% | 0.252% | |
| 2/13/2025 | Raymond James Financial Inc. | 281,972 | $35.32M | 0.0% | N/A | 9.723% | |
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| 2/13/2025 | Wells Fargo & Company MN | 54,963 | $6.88M | 0.0% | +13.7% | 1.895% | |
| 2/13/2025 | Smith Moore & CO. | 10,650 | $1.33M | 0.1% | +4.4% | 0.367% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,806 | $477K | 0.0% | N/A | 0.131% | |
| 2/11/2025 | LPL Financial LLC | 59,846 | $7.50M | 0.0% | +9.7% | 2.064% | |
| 2/10/2025 | Corient Private Wealth LLC | 2,175 | $272K | 0.0% | N/A | 0.075% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,620 | $1.46M | 0.0% | +7.0% | 0.401% | |
| 2/6/2025 | Raymond James Financial Inc. | 281,972 | $35.32M | 0.0% | N/A | 9.723% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,538 | $193K | 0.0% | +36.2% | 0.053% | |
| 1/30/2025 | Aveo Capital Partners LLC | 43,270 | $5.42M | 0.6% | -6.0% | 1.492% | |
| 1/30/2025 | PUREfi Wealth LLC | 15,014 | $1.88M | 1.8% | N/A | 0.518% | |
| 1/29/2025 | BostonPremier Wealth LLC | 2,179 | $273K | 0.2% | N/A | 0.075% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 12,617 | $1.58M | 0.0% | +3.5% | 0.435% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 22,547 | $2.82M | 0.7% | -1.9% | 0.777% | |
| 1/16/2025 | Delta Capital Management LLC | 2,700 | $338K | 0.1% | N/A | 0.093% | |
| 11/14/2024 | CreativeOne Wealth LLC | 5,989 | $764K | 0.0% | N/A | 0.207% | |
| 11/13/2024 | FMR LLC | 1,909 | $244K | 0.0% | -15.5% | 0.066% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 20,542 | $2.62M | 0.1% | -1.3% | 0.708% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 22,979 | $2.93M | 0.8% | +9.9% | 0.792% | |
| 10/22/2024 | Ndwm LLC | 15,558 | $1.99M | 1.6% | +241.9% | 0.536% | |
| 10/18/2024 | Raymond James & Associates | 116,805 | $14.90M | 0.0% | +45.2% | 4.028% | |
| 8/22/2024 | Cetera Investment Advisers | 66,337 | $7.82M | 0.0% | +393.2% | 2.287% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 20,909 | $2.47M | 0.7% | -5.8% | 0.721% | |
| 8/2/2024 | Aveo Capital Partners LLC | 49,369 | $5.82M | 0.7% | -2.2% | 1.702% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 14,112 | $1.66M | 0.0% | -1.0% | 0.487% | |
| 7/26/2024 | 1900 Wealth Management LLC | 9,384 | $1.11M | 0.1% | N/A | 0.324% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 148,741 | $17.54M | 0.0% | +4.1% | 5.129% | |
| 7/19/2024 | Raymond James & Associates | 80,426 | $9.48M | 0.0% | +5.2% | 2.773% | |
| 7/16/2024 | ORG Partners LLC | 5,587 | $656K | 0.1% | N/A | 0.193% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 20,806 | $2.45M | 0.1% | -0.6% | 0.717% | |
| 5/24/2024 | Cetera Advisors LLC | 5,335 | $629K | 0.0% | +24.8% | 0.184% | |
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| 5/24/2024 | Cetera Investment Advisers | 13,450 | $1.59M | 0.0% | N/A | 0.464% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 14,260 | $1.68M | 0.0% | +1.4% | 0.495% | |
| 4/23/2024 | Wealth Effects LLC | 2,120 | $250K | 0.1% | -54.1% | 0.074% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 142,880 | $16.86M | 0.0% | -2.3% | 4.961% | |
| 4/22/2024 | Raymond James & Associates | 76,419 | $9.02M | 0.0% | +5.1% | 2.653% | |
| 4/19/2024 | Ndwm LLC | 4,499 | $531K | 0.5% | N/A | 0.153% | |
| 4/16/2024 | Total Investment Management Inc. | 2,293 | $271K | 0.0% | -14.8% | 0.078% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 6,725 | $793K | 0.4% | N/A | 0.228% | |
| 4/15/2024 | Revolve Wealth Partners LLC | 1,830 | $216K | 0.0% | N/A | 0.062% | |
| 2/26/2024 | Virtu Financial LLC | 12,824 | $1.41M | 0.1% | N/A | 0.435% | |
| 2/9/2024 | Wells Fargo & Company MN | 105,439 | $11.55M | 0.0% | +168.5% | 3.574% | |
| 2/6/2024 | Aveo Capital Partners LLC | 123,607 | $13.54M | 1.6% | -13.2% | 4.190% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 21,007 | $2.30M | 0.1% | -6.4% | 0.712% | |
| 1/29/2024 | ORG Partners LLC | 5,620 | $616K | 0.1% | -1.8% | 0.191% | |
| 1/29/2024 | Wealth Effects LLC | 4,616 | $506K | 0.2% | N/A | 0.156% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 7,442 | $815K | 0.0% | +14.1% | 0.252% | |
| 1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 1,937 | $212K | 0.1% | N/A | 0.066% | |
| 1/18/2024 | Ritholtz Wealth Management | 1,938 | $212K | 0.0% | N/A | 0.066% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 146,213 | $16.02M | 0.0% | +25.1% | 4.956% | |
| 1/16/2024 | Raymond James & Associates | 72,689 | $7.96M | 0.0% | +9.9% | 2.464% | |
| 11/13/2023 | LPL Financial LLC | 47,423 | $4.76M | 0.0% | +8.2% | 1.608% | |
| 11/13/2023 | Kestra Advisory Services LLC | 2,786 | $279K | 0.0% | N/A | 0.094% | |
| 11/9/2023 | UBS Group AG | 52,473 | $5.26M | 0.0% | -5.4% | 1.779% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 2,183 | $219K | 0.0% | -61.5% | 0.074% | |
| 11/8/2023 | Oppenheimer Asset Management Inc. | 187,210 | $18.78M | 0.3% | -2.1% | 6.346% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 22,452 | $2.25M | 0.1% | -3.2% | 0.761% | |
| 11/6/2023 | Aveo Capital Partners LLC | 142,338 | $14.28M | 1.9% | -1.1% | 4.825% | |
| 10/24/2023 | Total Investment Management Inc. | 2,691 | $270K | 0.0% | -6.4% | 0.091% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 6,520 | $654K | 0.0% | +2.5% | 0.221% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 116,858 | $11.72M | 0.0% | +6.1% | 3.961% | |
| 10/24/2023 | Raymond James & Associates | 66,170 | $6.64M | 0.0% | +17.0% | 2.243% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 13,808 | $1.39M | 0.0% | -6.1% | 0.468% | |
| 10/11/2023 | Insight Folios Inc | 4,234 | $425K | 0.2% | +72.5% | 0.144% | |
| 8/11/2023 | Smith Moore & CO. | 9,150 | $955K | 0.1% | +1.1% | 0.310% | |
| 8/11/2023 | O Shaughnessy Asset Management LLC | 4,582 | $478K | 0.0% | -3.8% | 0.155% | |
| 8/10/2023 | Osaic Holdings Inc. | 39,193 | $4.09M | 0.0% | -42.6% | 1.329% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 14,699 | $1.53M | 0.0% | -1.2% | 0.498% | |
| 8/9/2023 | Jones Financial Companies Lllp | 591 | $62K | 0.0% | N/A | 0.020% | |
| 8/8/2023 | Aveo Capital Partners LLC | 143,875 | $15.02M | 1.9% | +3.4% | 4.877% | |
| 8/7/2023 | Lincoln National Corp | 5,183 | $541K | 0.0% | -8.3% | 0.183% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 24,608 | $2.57M | 0.0% | -83.6% | 0.870% | |
| 8/3/2023 | Oppenheimer Asset Management Inc. | 191,138 | $19.95M | 0.3% | -1.4% | 6.754% | |
| 8/2/2023 | MAI Capital Management | 3,524 | $368K | 0.0% | -6.6% | 0.125% | |
| 7/31/2023 | LPL Financial LLC | 43,840 | $4.58M | 0.0% | +4.6% | 1.549% | |
| 7/28/2023 | First Republic Investment Management Inc. | 24,520 | $2.56M | 0.0% | -22.7% | 0.866% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 5,667 | $591K | 0.0% | -12.0% | 0.200% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 110,094 | $11.49M | 0.0% | +19.7% | 3.890% | |
| 7/25/2023 | Raymond James & Associates | 56,535 | $5.90M | 0.0% | +4.3% | 1.998% | |
| 7/21/2023 | Insight Folios Inc | 2,455 | $256K | 0.1% | -10.3% | 0.087% | |
| 7/17/2023 | Ritholtz Wealth Management | 1,938 | $202K | 0.0% | N/A | 0.068% | |
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| 6/14/2023 | Atria Wealth Solutions Inc. | 8,395 | $836K | 0.0% | N/A | 0.297% | |
| 5/12/2023 | First Republic Investment Management Inc. | 31,708 | $3.16M | 0.0% | -51.9% | 0.952% | |
| 5/11/2023 | Beaumont Capital Management LLC | 142,469 | $14.18M | 9.9% | N/A | 4.278% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 150,413 | $14.97M | 0.0% | N/A | 4.517% | |
| 5/10/2023 | Oppenheimer Asset Management Inc. | 193,757 | $19.28M | 0.3% | +35.1% | 5.819% | |
| 5/10/2023 | Gateway Wealth Partners LLC | 23,495 | $2.34M | 0.4% | -1.2% | 0.706% | |
| 5/10/2023 | MAI Capital Management | 3,772 | $375K | 0.0% | -3.9% | 0.113% | |
| 5/10/2023 | LPL Financial LLC | 41,907 | $4.17M | 0.0% | +8.4% | 1.258% | |
| 5/9/2023 | Personal CFO Solutions LLC | 27,214 | $2.71M | 0.6% | N/A | 0.817% | |
| 5/8/2023 | Beaumont Financial Advisors LLC | 31,262 | $3.11M | 0.3% | N/A | 0.939% | |
