| 8/15/2025 | First Heartland Consultants Inc. | 472,213 | $9.70M | 0.9% | -1.0% | 0.918% | |
| 8/15/2025 | Bank of America Corp DE | 5,199,277 | $106.85M | 0.0% | +1.3% | 10.105% | |
| 8/14/2025 | Raymond James Financial Inc. | 146,317 | $3.01M | 0.0% | -55.0% | 0.284% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 88,279 | $1.81M | 0.2% | -1.5% | 0.172% | |
| 8/14/2025 | NewEdge Advisors LLC | 35,169 | $723K | 0.0% | +19.8% | 0.068% | |
| 8/13/2025 | CW Advisors LLC | 653,282 | $13.43M | 0.1% | +6.7% | 1.270% | |
| 8/12/2025 | Franklin Resources Inc. | 36,391,292 | $747.84M | 0.2% | +8.9% | 70.731% | |
| 8/12/2025 | JPMorgan Chase & Co. | 9,017 | $185K | 0.0% | -31.6% | 0.018% | |
| 8/8/2025 | Cetera Investment Advisers | 308,850 | $6.35M | 0.0% | +8.0% | 0.602% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 384,055 | $7.89M | 0.0% | +6.0% | 0.749% | |
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| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,021 | $206K | 0.0% | -72.0% | 0.020% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 339,010 | $6.97M | 0.1% | +12.7% | 0.661% | |
| 7/23/2025 | Valmark Advisers Inc. | 40,268 | $828K | 0.0% | +7.9% | 0.080% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,095,403 | $43.06M | 0.1% | +7.3% | 4.182% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,845 | $38K | 0.0% | -89.9% | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 23,520 | $484K | 0.0% | +39.9% | 0.049% | |
| 5/19/2025 | Jane Street Group LLC | 34,626 | $712K | 0.0% | N/A | 0.071% | |
| 5/16/2025 | NewEdge Advisors LLC | 29,363 | $604K | 0.0% | +1,833.0% | 0.060% | |
| 5/16/2025 | Aprio Wealth Management LLC | 12,136 | $250K | 0.0% | N/A | 0.025% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 89,652 | $1.84M | 0.2% | -4.3% | 0.184% | |
| 5/14/2025 | CW Advisors LLC | 612,158 | $12.59M | 0.2% | -0.6% | 1.257% | |
| 5/14/2025 | Flow Traders U.S. LLC | 25,078 | $516K | 0.0% | N/A | 0.051% | |
| 5/13/2025 | Raymond James Financial Inc. | 324,981 | $6.68M | 0.0% | +14.4% | 0.667% | |
| 5/9/2025 | Total Investment Management Inc. | 778,275 | $16.01M | 2.1% | +4.2% | 1.598% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 19,908 | $409K | 0.0% | +37.6% | 0.041% | |
| 5/9/2025 | Encompass More Asset Management | 38,365 | $789K | 0.2% | +18.7% | 0.079% | |
| 5/7/2025 | LPL Financial LLC | 223,082 | $4.59M | 0.0% | +88.3% | 0.458% | |
| 5/7/2025 | First Heartland Consultants Inc. | 476,871 | $9.81M | 1.0% | -37.6% | 0.979% | |
| 5/6/2025 | Cetera Investment Advisers | 286,060 | $5.88M | 0.0% | +263.2% | 0.587% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 27,255 | $561K | 0.0% | +28.8% | 0.056% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 362,409 | $7.45M | 0.0% | +124.6% | 0.744% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 300,737 | $6.19M | 0.1% | +34.7% | 0.618% | |
| 4/23/2025 | Valmark Advisers Inc. | 37,315 | $767K | 0.0% | -1.6% | 0.080% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 35,765 | $736K | 0.0% | +22.4% | 0.077% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,952,975 | $40.16M | 0.1% | +8.6% | 4.182% | |
| 2/18/2025 | First Heartland Consultants Inc. | 764,414 | $15.38M | 1.5% | N/A | 2.120% | |
| 2/17/2025 | Cetera Investment Advisers | 78,768 | $1.59M | 0.0% | +48.5% | 0.218% | |
| 2/17/2025 | Citadel Advisors LLC | 37,717 | $759K | 0.0% | +116.2% | 0.105% | |
| 2/13/2025 | Raymond James Financial Inc. | 284,139 | $5.72M | 0.0% | N/A | 0.788% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 161,391 | $3.25M | 0.0% | +41.8% | 0.448% | |
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| 2/12/2025 | Franklin Resources Inc. | 33,817,999 | $680.42M | 0.2% | -2.8% | 93.809% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 93,670 | $1.89M | 0.2% | -3.6% | 0.260% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,186 | $185K | 0.0% | -24.9% | 0.025% | |
| 2/11/2025 | LPL Financial LLC | 118,475 | $2.38M | 0.0% | +47.6% | 0.329% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 29,227 | $588K | 0.0% | +55.9% | 0.081% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 21,155 | $426K | 0.0% | +25.7% | 0.059% | |
| 2/10/2025 | Farther Finance Advisors LLC | 18,491 | $372K | 0.0% | +14.7% | 0.051% | |
| 2/6/2025 | Raymond James Financial Inc. | 284,139 | $5.72M | 0.0% | N/A | 0.788% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 223,224 | $4.49M | 0.1% | +42.5% | 0.619% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,470 | $291K | 0.0% | N/A | 0.040% | |
| 1/31/2025 | Total Investment Management Inc. | 746,551 | $15.02M | 2.1% | +6.6% | 2.071% | |
| 1/30/2025 | Valmark Advisers Inc. | 37,906 | $763K | 0.0% | +5.6% | 0.105% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 16,809 | $338K | 0.0% | +4.1% | 0.047% | |
| 1/21/2025 | Encompass More Asset Management | 32,308 | $650K | 0.2% | +36.0% | 0.090% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 1,799,015 | $36.20M | 0.1% | +15.7% | 4.990% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,237 | $258K | 0.0% | +4.3% | 0.034% | |
| 11/27/2024 | Franklin Resources Inc. | 34,809,108 | $720.55M | 0.2% | +9.4% | 96.558% | |
| 11/15/2024 | Jane Street Group LLC | 87,381 | $1.84M | 0.0% | +161.6% | 0.242% | |
| 11/14/2024 | Encompass More Asset Management | 23,752 | $500K | 0.2% | N/A | 0.066% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 97,217 | $2.05M | 0.2% | -36.2% | 0.270% | |
| 11/5/2024 | Total Investment Management Inc. | 700,360 | $14.75M | 1.7% | +5.9% | 1.943% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 156,646 | $3.30M | 0.1% | +107.7% | 0.435% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 1,554,731 | $32.74M | 0.1% | +7.7% | 4.313% | |
| 10/29/2024 | Farther Finance Advisors LLC | 16,122 | $340K | 0.0% | N/A | 0.045% | |
| 10/25/2024 | Valmark Advisers Inc. | 35,910 | $756K | 0.0% | -4.4% | 0.100% | |
| 10/18/2024 | Raymond James & Associates | 274,318 | $5.78M | 0.0% | +7.9% | 0.761% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 95,284 | $1.94M | 0.0% | -40.0% | 0.264% | |
| 8/7/2024 | Total Investment Management Inc. | 661,172 | $13.44M | 1.8% | -0.5% | 1.834% | |
| 8/1/2024 | Valmark Advisers Inc. | 37,556 | $763K | 0.0% | +7.2% | 0.104% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 75,437 | $1.53M | 0.1% | +481.5% | 0.209% | |
| 7/19/2024 | Raymond James & Associates | 254,240 | $5.17M | 0.0% | +5.8% | 0.705% | |
| 7/17/2024 | Lockerman Financial Group Inc. | 15,476 | $314K | 0.6% | +48.2% | 0.043% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 11,568 | $235K | 0.0% | -71.0% | 0.032% | |
| 5/24/2024 | Cetera Investment Advisers | 81,973 | $1.68M | 0.0% | +41.9% | 0.227% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 12,972 | $266K | 0.0% | N/A | 0.036% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 39,918 | $818K | 0.0% | +34.3% | 0.110% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,269,281 | $26.01M | 0.1% | +101.4% | 3.511% | |
| 4/22/2024 | Raymond James & Associates | 240,411 | $4.93M | 0.0% | +18.3% | 0.665% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 971,142 | $19.90M | 0.3% | +16.6% | 4.603% | |
| 4/16/2024 | Total Investment Management Inc. | 664,576 | $13.62M | 1.7% | +2.8% | 3.150% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 832,571 | $17.34M | 0.3% | -3.4% | 3.946% | |
| 2/9/2024 | Franklin Resources Inc. | 19,064,237 | $397.01M | 0.2% | +7.7% | 90.352% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 630,098 | $13.12M | 0.0% | +20.4% | 2.986% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 29,729 | $619K | 0.0% | +5.9% | 0.141% | |
| 2/2/2024 | Valmark Advisers Inc. | 34,553 | $720K | 0.0% | +14.9% | 0.164% | |
| 2/2/2024 | Total Investment Management Inc. | 646,367 | $13.46M | 1.7% | +0.4% | 3.063% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 20,555 | $428K | 0.0% | +5.4% | 0.097% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 10,642 | $222K | 0.0% | +9.5% | 0.050% | |
| 1/25/2024 | International Assets Investment Management LLC | 15,765 | $328K | 0.0% | N/A | 0.075% | |
| 1/24/2024 | International Assets Investment Management LLC | 15,765 | $328K | 0.0% | N/A | 0.075% | |
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| 1/18/2024 | Lockerman Financial Group Inc. | 10,610 | $221K | 0.5% | -4.7% | 0.050% | |
| 1/16/2024 | Raymond James & Associates | 203,208 | $4.23M | 0.0% | N/A | 0.963% | |
| 1/16/2024 | Leicht Financial Planning & Wealth Management Inc. | 11,503 | $240K | 0.1% | N/A | 0.055% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 28,076 | $561K | 0.0% | N/A | 0.133% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 523,268 | $10.46M | 0.0% | +7.5% | 2.480% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 19,506 | $390K | 0.0% | +9.6% | 0.092% | |
| 11/8/2023 | Valmark Advisers Inc. | 30,062 | $601K | 0.0% | N/A | 0.142% | |
| 10/31/2023 | Allworth Financial LP | 1,309 | $26K | 0.0% | -51.6% | 0.006% | |
| 10/30/2023 | Congress Wealth Management LLC DE | 861,602 | $17.22M | 0.4% | +3.1% | 4.083% | |
| 10/24/2023 | Total Investment Management Inc. | 643,595 | $12.86M | 1.8% | +27.0% | 3.050% | |
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