| 8/14/2025 | Raymond James Financial Inc. | 126,084 | $4.01M | 0.0% | +86.8% | 0.173% | |
| 8/14/2025 | NewEdge Advisors LLC | 44,531 | $1.42M | 0.0% | -18.1% | 0.061% | |
| 8/14/2025 | Cerity Partners LLC | 6,708 | $213K | 0.0% | N/A | 0.009% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 919 | $29K | 0.0% | -69.1% | 0.001% | |
| 8/13/2025 | Lido Advisors LLC | 7,941 | $252K | 0.0% | -5.2% | 0.011% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 10,595 | $337K | 0.0% | +12.7% | 0.015% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 107,524 | $3.42M | 0.1% | -2.2% | 0.148% | |
| 8/12/2025 | NFP Retirement Inc. | 20,449 | $650K | 0.0% | +4.6% | 0.028% | |
| 8/8/2025 | Cetera Investment Advisers | 141,229 | $4.49M | 0.0% | +815.9% | 0.194% | |
| 8/8/2025 | Creative Planning | 17,049 | $542K | 0.0% | +2.9% | 0.023% | |
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| 8/8/2025 | Advisory Resource Group | 158,996 | $5.05M | 1.0% | +8.0% | 0.218% | |
| 8/8/2025 | Independence Financial Advisors LLC | 873,531 | $27.75M | 10.8% | +2,794.7% | 1.200% | |
| 8/7/2025 | Weil Company Inc. | 253,501 | $8.05M | 2.1% | N/A | 0.348% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 1,727,871 | $54.89M | 0.1% | +22.8% | 2.374% | |
| 8/1/2025 | James Investment Research Inc. | 18,937 | $602K | 0.1% | +7.8% | 0.026% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 842,672 | $26.77M | 0.0% | +25.9% | 1.158% | |
| 7/30/2025 | Bogart Wealth LLC | 2,069 | $66K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Sowa Financial Group Inc. | 609,518 | $19.36M | 12.1% | +12.5% | 0.837% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 202,687 | $6.44M | 0.1% | -30.2% | 0.278% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 20,328 | $646K | 0.6% | N/A | 0.028% | |
| 7/25/2025 | Ball & Co Wealth Management Inc. | 17,125 | $544K | 0.6% | -34.5% | 0.024% | |
| 7/24/2025 | Leo Wealth LLC | 8,084 | $257K | 0.0% | N/A | 0.011% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 6,522 | $207K | 0.0% | N/A | 0.009% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 9,900 | $315K | 0.0% | N/A | 0.014% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,426 | $141K | 0.0% | N/A | 0.006% | |
| 7/16/2025 | Processus Wealth & Capital Management LLC | 77,638 | $2.47M | 1.9% | -2.1% | 0.107% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 34,918 | $1.11M | 0.7% | -3.3% | 0.048% | |
| 7/15/2025 | FMA Wealth Management LLC | 7,108 | $226K | 0.2% | N/A | 0.010% | |
| 7/14/2025 | CRA Financial Services LLC | 23,035 | $732K | 0.1% | -1.5% | 0.032% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,625 | $83K | 0.0% | +3,650.0% | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,675 | $312K | 0.0% | +12.8% | 0.013% | |
| 7/7/2025 | Roxbury Financial LLC | 9,865 | $313K | 0.3% | +3.5% | 0.014% | |
| 5/20/2025 | Focus Partners Wealth | 7,652 | $235K | 0.0% | N/A | 0.011% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 75,930 | $2.33M | 0.0% | +27.8% | 0.104% | |
| 5/16/2025 | NewEdge Advisors LLC | 54,398 | $1.67M | 0.0% | +10,779.6% | 0.075% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 7,498 | $230K | 0.0% | +14.0% | 0.010% | |
| 5/15/2025 | Royal Bank of Canada | 147,474 | $4.53M | 0.0% | +113.0% | 0.204% | |
| 5/15/2025 | Clarity Asset Management Inc. | 15,014 | $462K | 0.3% | N/A | 0.021% | |
| 5/14/2025 | PKS Advisory Services LLC | 33,955 | $1.04M | 0.3% | N/A | 0.047% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,399 | $289K | 0.0% | +42.4% | 0.013% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 291,151 | $8.95M | 0.0% | -8.9% | 0.402% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 12,655 | $389K | 0.0% | +19.0% | 0.017% | |
| 5/13/2025 | NFP Retirement Inc. | 19,558 | $601K | 0.0% | +10.3% | 0.027% | |
| 5/12/2025 | Everett Harris & Co. CA | 11,575 | $356K | 0.0% | -50.0% | 0.016% | |
| 5/12/2025 | WBH Advisory Inc. | 18,483 | $568K | 0.1% | -15.2% | 0.026% | |
| 5/9/2025 | Ball & Co Wealth Management Inc. | 26,159 | $804K | 0.9% | +4.8% | 0.036% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,406,520 | $43.24M | 0.1% | +21.3% | 1.943% | |
| 5/8/2025 | Harbour Investments Inc. | 15,578 | $479K | 0.0% | +12.0% | 0.022% | |
| 5/8/2025 | Independence Financial Advisors LLC | 30,177 | $928K | 0.4% | N/A | 0.042% | |
| 5/7/2025 | LPL Financial LLC | 441,984 | $13.59M | 0.0% | +30.0% | 0.611% | |
| 5/6/2025 | Cetera Investment Advisers | 15,420 | $474K | 0.0% | +134.2% | 0.021% | |
| 5/6/2025 | AE Wealth Management LLC | 5,324 | $164K | 0.0% | -9.8% | 0.007% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 109,994 | $3.38M | 0.1% | +16.2% | 0.152% | |
| 5/5/2025 | Private Advisor Group LLC | 81,589 | $2.51M | 0.0% | +15.3% | 0.113% | |
| 5/2/2025 | James Investment Research Inc. | 17,564 | $540K | 0.1% | +19.6% | 0.024% | |
| 5/2/2025 | Larson Financial Group LLC | 18,606 | $572K | 0.0% | -5.5% | 0.026% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 290,588 | $8.93M | 0.1% | +85.0% | 0.409% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 669,212 | $20.57M | 0.0% | +2,448.7% | 0.943% | |
| 4/28/2025 | North Capital Inc. | 8,694 | $267K | 0.3% | N/A | 0.012% | |
| 4/24/2025 | Sunbelt Securities Inc. | 46,442 | $1.43M | 0.1% | -3.0% | 0.065% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 100,874 | $3.10M | 0.0% | +15.4% | 0.142% | |
| 4/21/2025 | Cherry Tree Wealth Management LLC | 3,640 | $112K | 0.0% | N/A | 0.005% | |
| 4/21/2025 | Advisory Resource Group | 147,222 | $4.53M | 0.9% | -4.5% | 0.207% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,576 | $264K | 0.0% | -11.5% | 0.012% | |
| 4/16/2025 | Sowa Financial Group Inc. | 541,655 | $16.65M | 10.9% | +4.2% | 0.763% | |
| 4/14/2025 | Investment Advisory Group LLC | 37,879 | $1.16M | 0.4% | +2.5% | 0.053% | |
| 4/9/2025 | Roxbury Financial LLC | 9,531 | $303K | 0.3% | +6,254.0% | 0.013% | |
| 4/8/2025 | Parallel Advisors LLC | 1,150 | $35K | 0.0% | N/A | 0.002% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 856 | $26K | 0.0% | N/A | 0.001% | |
| 2/20/2025 | Ball & Co Wealth Management Inc. | 24,963 | $760K | 0.6% | N/A | 0.039% | |
| 2/18/2025 | Sunbelt Securities Inc. | 47,873 | $1.46M | 0.1% | -3.4% | 0.075% | |
| 2/17/2025 | EP Wealth Advisors LLC | 5,357 | $163K | 0.0% | -59.0% | 0.008% | |
| 2/17/2025 | Cresset Asset Management LLC | 6,928 | $211K | 0.0% | -39.9% | 0.011% | |
| 2/17/2025 | Captrust Financial Advisors | 18,811 | $573K | 0.0% | -20.5% | 0.029% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 13,467 | $410K | 0.0% | +22.5% | 0.021% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 6,575 | $200K | 0.0% | N/A | 0.010% | |
| 2/13/2025 | NFP Retirement Inc. | 17,725 | $540K | 0.0% | +76.8% | 0.028% | |
| 2/13/2025 | Raymond James Financial Inc. | 60,181 | $1.83M | 0.0% | N/A | 0.094% | |
| 2/13/2025 | FMR LLC | 11,535,300 | $351.48M | 0.0% | +188.9% | 18.086% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 22,268 | $678K | 0.0% | -3.6% | 0.035% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 26,257 | $800K | 0.0% | -59.1% | 0.041% | |
| 2/13/2025 | Wells Fargo & Company MN | 8,044 | $245K | 0.0% | +353.7% | 0.013% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,307 | $558K | 0.0% | -45.9% | 0.029% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 9,202 | $282K | 0.0% | +41.6% | 0.014% | |
| 2/12/2025 | RWA Wealth Partners LLC | 20,019 | $610K | 0.0% | N/A | 0.031% | |
| 2/11/2025 | LPL Financial LLC | 339,924 | $10.36M | 0.0% | +32.2% | 0.533% | |
| 2/11/2025 | Bestgate Wealth Advisors LLC | 10,850 | $331K | 0.7% | N/A | 0.017% | |
| 2/10/2025 | Harbour Investments Inc. | 13,904 | $424K | 0.0% | +34.3% | 0.022% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,159,856 | $35.34M | 0.1% | +20.2% | 1.819% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,608 | $445K | 0.0% | N/A | 0.023% | |
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| 2/10/2025 | Farther Finance Advisors LLC | 4,459 | $136K | 0.0% | +6,270.0% | 0.007% | |
| 2/7/2025 | Larson Financial Group LLC | 19,683 | $600K | 0.0% | -29.1% | 0.031% | |
| 2/6/2025 | Raymond James Financial Inc. | 60,181 | $1.83M | 0.0% | N/A | 0.094% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 7,229 | $220K | 0.0% | -4.9% | 0.011% | |
| 2/6/2025 | Mission Wealth Management LP | 7,218 | $220K | 0.0% | N/A | 0.011% | |
| 2/4/2025 | Processus Wealth & Capital Management LLC | 79,050 | $2.41M | 1.9% | +0.8% | 0.124% | |
| 2/4/2025 | Richardson Capital Management LLC | 3,844 | $117K | 0.1% | N/A | 0.006% | |
| 2/3/2025 | Private Advisor Group LLC | 70,765 | $2.16M | 0.0% | +376.3% | 0.111% | |
| 1/31/2025 | WBH Advisory Inc. | 21,797 | $664K | 0.1% | -49.0% | 0.034% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 94,631 | $2.88M | 0.1% | +6.9% | 0.148% | |
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