| 2/19/2025 | Richmond Investment Services LLC | 5,212 | $248K | 0.1% | N/A | 0.180% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 13,837 | $658K | 0.0% | -2.8% | 0.477% | |
| 2/17/2025 | Cetera Investment Advisers | 121,144 | $5.76M | 0.0% | +19.2% | 4.177% | |
| 2/17/2025 | Benjamin Edwards Inc. | 29,783 | $1.42M | 0.0% | +72.6% | 1.027% | |
| 2/14/2025 | Jane Street Group LLC | 12,429 | $591K | 0.0% | N/A | 0.429% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 37,125 | $1.77M | 0.2% | +25.1% | 1.280% | |
| 2/14/2025 | Trajan Wealth LLC | 10,368 | $493K | 0.0% | -8.6% | 0.358% | |
| 2/14/2025 | First Trust Advisors LP | 62,308 | $2.97M | 0.0% | +29.6% | 2.149% | |
| 2/14/2025 | GeoWealth Management LLC | 17,822 | $848K | 0.0% | -39.4% | 0.615% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 6,763 | $325K | 0.0% | +7.5% | 0.233% | |
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| 2/13/2025 | LaSalle St. Investment Advisors LLC | 12,851 | $611K | 0.2% | N/A | 0.443% | |
| 2/13/2025 | CreativeOne Wealth LLC | 28,245 | $1.34M | 0.0% | +31.5% | 0.974% | |
| 2/13/2025 | Raymond James Financial Inc. | 54,700 | $2.60M | 0.0% | N/A | 1.886% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 421,236 | $20.04M | 0.0% | +7.9% | 14.525% | |
| 2/12/2025 | World Investment Advisors | 9,836 | $468K | 0.0% | +16.4% | 0.339% | |
| 2/12/2025 | FSB Premier Wealth Management Inc. | 9,694 | $461K | 0.2% | -9.6% | 0.334% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 5,908 | $281K | 0.2% | N/A | 0.204% | |
| 2/12/2025 | Tucker Asset Management LLC | 2,255 | $107K | 0.0% | +37.6% | 0.078% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 51,491 | $2.45M | 0.0% | +6.6% | 1.776% | |
| 2/11/2025 | LPL Financial LLC | 305,025 | $14.51M | 0.0% | -1.4% | 10.518% | |
| 2/11/2025 | TAP Consulting LLC | 31,102 | $1.48M | 0.3% | -5.3% | 1.072% | |
| 2/10/2025 | Harbour Investments Inc. | 39,167 | $1.86M | 0.1% | +7.3% | 1.351% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 35,433 | $1.69M | 0.0% | +5.4% | 1.222% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,085 | $1.10M | 0.0% | +2.7% | 0.796% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 63,503 | $3.02M | 0.0% | +2.3% | 2.190% | |
| 2/7/2025 | PFG Advisors | 23,139 | $1.10M | 0.1% | +184.4% | 0.798% | |
| 2/7/2025 | Moors & Cabot Inc. | 4,250 | $202K | 0.0% | N/A | 0.147% | |
| 2/6/2025 | Raymond James Financial Inc. | 54,700 | $2.60M | 0.0% | N/A | 1.886% | |
| 2/6/2025 | Atria Investments Inc | 14,128 | $672K | 0.0% | -21.7% | 0.487% | |
| 2/6/2025 | Assetmark Inc. | 76,207 | $3.63M | 0.0% | +12.0% | 2.628% | |
| 2/6/2025 | Synergy Investment Management LLC | 3,934 | $187K | 0.1% | N/A | 0.136% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 10,251 | $488K | 0.0% | -12.9% | 0.353% | |
| 2/5/2025 | Maripau Wealth Management LLC | 4,639 | $221K | 0.1% | N/A | 0.160% | |
| 2/4/2025 | Bank of New York Mellon Corp | 63,558 | $3.02M | 0.0% | -19.4% | 2.192% | |
| 2/4/2025 | Holistic Financial Partners | 22,333 | $1.06M | 0.5% | -11.9% | 0.770% | |
| 2/4/2025 | IFP Advisors Inc | 45,315 | $2.16M | 0.1% | +26.3% | 1.563% | |
| 1/31/2025 | Global Retirement Partners LLC | 11,637 | $554K | 0.0% | +3.4% | 0.401% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 21,157 | $1.01M | 0.0% | -34.9% | 0.730% | |
| 1/30/2025 | Principal Securities Inc. | 2,498 | $119K | 0.0% | +21.1% | 0.086% | |
| 1/29/2025 | TFB Advisors LLC | 5,185 | $247K | 0.1% | N/A | 0.179% | |
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| 1/29/2025 | Authentikos Wealth Advisory LLC | 51,731 | $2.46M | 2.4% | -3.0% | 1.784% | |
| 1/28/2025 | Apollon Wealth Management LLC | 6,810 | $324K | 0.0% | +6.4% | 0.235% | |
| 1/24/2025 | Spire Wealth Management | 1,068 | $51K | 0.0% | N/A | 0.037% | |
| 1/23/2025 | Iams Wealth Management LLC | 22,906 | $1.09M | 0.5% | +5.0% | 0.790% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 26,835 | $1.28M | 0.3% | +3.7% | 0.925% | |
| 1/21/2025 | RFG Advisory LLC | 9,555 | $455K | 0.0% | +4.8% | 0.329% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 19,519 | $929K | 0.0% | +50.9% | 0.673% | |
| 1/15/2025 | TCP Asset Management LLC | 172,252 | $8.20M | 1.8% | +4.3% | 5.940% | |
| 1/15/2025 | ALM First Financial Advisors LLC | 240,485 | $11.44M | 2.5% | +16.2% | 8.293% | |
| 1/15/2025 | Fermata Advisors LLC | 13,337 | $635K | 0.1% | +20.8% | 0.460% | |
| 1/15/2025 | Retireful LLC | 17,043 | $811K | 0.5% | N/A | 0.588% | |
| 1/14/2025 | Park Avenue Securities LLC | 23,240 | $1.11M | 0.0% | +9.9% | 0.801% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 4,839 | $230K | 0.0% | -8.1% | 0.167% | |
| 1/14/2025 | Professional Financial Advisors LLC | 13,963 | $664K | 0.2% | -1.8% | 0.481% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,359 | $255K | 0.0% | N/A | 0.185% | |
| 1/8/2025 | Private Client Services LLC | 5,925 | $282K | 0.2% | +29.6% | 0.204% | |
| 12/16/2024 | SMART Wealth LLC | 7,754 | $368K | 0.1% | -22.7% | 0.267% | |
| 11/25/2024 | World Investment Advisors LLC | 8,453 | $402K | 0.0% | N/A | 0.291% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 48,295 | $2.29M | 0.1% | +24.0% | 1.665% | |
| 11/15/2024 | Hilltop Holdings Inc. | 9,271 | $440K | 0.0% | N/A | 0.320% | |
| 11/15/2024 | Benjamin Edwards Inc. | 17,253 | $819K | 0.0% | +2,475.1% | 0.595% | |
| 11/14/2024 | CreativeOne Wealth LLC | 21,475 | $1.02M | 0.0% | +130.0% | 0.741% | |
| 11/5/2024 | Harbour Investments Inc. | 36,500 | $1.73M | 0.1% | +1,083.5% | 1.259% | |
| 11/5/2024 | Apollon Wealth Management LLC | 6,399 | $304K | 0.0% | +8.4% | 0.221% | |
| 11/1/2024 | Atria Investments Inc | 18,032 | $857K | 0.0% | +1.5% | 0.622% | |
| 11/1/2024 | Assetmark Inc. | 68,033 | $3.23M | 0.0% | +135.1% | 2.346% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,300 | $62K | 0.0% | N/A | 0.045% | |
| 10/25/2024 | Trajan Wealth LLC | 11,345 | $539K | 0.0% | -15.6% | 0.391% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 25,877 | $1.23M | 0.3% | -3.2% | 0.892% | |
| 10/24/2024 | TCP Asset Management LLC | 165,216 | $7.85M | 1.8% | +4.7% | 5.697% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 11,108 | $528K | 0.1% | -3.7% | 0.383% | |
| 10/11/2024 | Iams Wealth Management LLC | 21,819 | $1.04M | 0.5% | +36.2% | 0.752% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 6,290 | $299K | 0.0% | +5.1% | 0.217% | |
| 10/10/2024 | Professional Financial Advisors LLC | 14,224 | $676K | 0.2% | -11.0% | 0.490% | |
| 10/8/2024 | ALM First Financial Advisors LLC | 206,883 | $9.83M | 2.3% | +18.2% | 7.134% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 10,128 | $483K | 0.1% | -39.6% | 0.349% | |
| 10/3/2024 | Private Client Services LLC | 4,572 | $217K | 0.1% | N/A | 0.158% | |
| 10/3/2024 | Park Avenue Securities LLC | 21,151 | $1.01M | 0.0% | -4.8% | 0.729% | |
| 9/5/2024 | Sanctuary Advisors LLC | 31,064 | $1.54M | 0.0% | N/A | 1.071% | |
| 8/22/2024 | Cetera Investment Advisers | 95,665 | $4.66M | 0.0% | +4.3% | 3.299% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 26,738 | $1.30M | 0.4% | +5.1% | 0.922% | |
| 8/13/2024 | AE Wealth Management LLC | 39,099 | $1.90M | 0.0% | +88.3% | 1.348% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 15,600 | $759K | 0.0% | +6.2% | 0.538% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 378,556 | $18.42M | 0.0% | -1.3% | 13.054% | |
| 8/2/2024 | FSB Premier Wealth Management Inc. | 8,321 | $405K | 0.2% | -29.5% | 0.287% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 22,911 | $1.12M | 0.0% | -24.6% | 0.790% | |
| 7/31/2024 | Rothschild Investment LLC | 3,900 | $190K | 0.0% | N/A | 0.134% | |
| 7/31/2024 | Holistic Financial Partners | 25,360 | $1.23M | 0.6% | -22.8% | 0.874% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 4,111 | $200K | 0.0% | -12.8% | 0.142% | |
| 7/27/2024 | Trajan Wealth LLC | 13,441 | $654K | 0.0% | -18.3% | 0.463% | |
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| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 11,539 | $562K | 0.1% | +8.1% | 0.398% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 53,791 | $2.62M | 0.0% | +7.7% | 1.855% | |
| 7/26/2024 | Bank of New York Mellon Corp | 77,072 | $3.75M | 0.0% | -1.0% | 2.658% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 5,983 | $291K | 0.0% | -6.8% | 0.206% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 32,148 | $1.56M | 0.0% | +5.3% | 1.109% | |
| 7/18/2024 | Professional Financial Advisors LLC | 15,987 | $778K | 0.2% | +9.3% | 0.551% | |
| 7/17/2024 | TCP Asset Management LLC | 157,782 | $7.68M | 1.9% | +2.7% | 5.441% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 33,325 | $1.62M | 0.0% | +2.3% | 1.149% | |
| 7/15/2024 | RFG Advisory LLC | 8,807 | $429K | 0.0% | +5.7% | 0.304% | |
| 7/13/2024 | Fermata Advisors LLC | 10,871 | $529K | 0.1% | -16.1% | 0.375% | |
