| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,789 | $724K | 0.0% | -59.4% | 0.071% | |
| 2/18/2025 | GTS Securities LLC | 10,829 | $293K | 0.0% | N/A | 0.046% | |
| 2/17/2025 | EP Wealth Advisors LLC | 17,144 | $463K | 0.0% | N/A | 0.074% | |
| 2/17/2025 | Citadel Advisors LLC | 17,814 | $482K | 0.0% | -60.0% | 0.076% | |
| 2/17/2025 | Bank of America Corp DE | 177,330 | $4.79M | 0.0% | -79.6% | 0.761% | |
| 2/17/2025 | Alteri Wealth LLC | 7,618 | $206K | 0.1% | N/A | 0.033% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 4,480 | $121K | 0.0% | -79.8% | 0.019% | |
| 2/14/2025 | Jane Street Group LLC | 17,311 | $468K | 0.0% | -39.4% | 0.074% | |
| 2/14/2025 | Capital Analysts LLC | 7,176 | $194K | 0.0% | -6.6% | 0.031% | |
| 2/14/2025 | Two Sigma Securities LLC | 14,338 | $388K | 0.1% | N/A | 0.062% | |
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| 2/14/2025 | Integrated Wealth Concepts LLC | 316,693 | $8.56M | 0.1% | -1.5% | 1.359% | |
| 2/14/2025 | Susquehanna International Group LLP | 119,641 | $3.23M | 0.0% | N/A | 0.513% | |
| 2/13/2025 | Elios Financial Group Inc. | 41,394 | $1.12M | 0.5% | -2.7% | 0.178% | |
| 2/13/2025 | Raymond James Financial Inc. | 8,006 | $216K | 0.0% | N/A | 0.034% | |
| 2/13/2025 | Invesco Ltd. | 8,757,314 | $236.71M | 0.0% | -15.6% | 37.585% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 205,635 | $5.56M | 0.0% | -0.9% | 0.883% | |
| 2/13/2025 | Wells Fargo & Company MN | 497,617 | $13.45M | 0.0% | +14.6% | 2.136% | |
| 2/12/2025 | PAX Financial Group LLC | 58,130 | $1.57M | 0.3% | +9.9% | 0.249% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 58,775 | $1.59M | 0.1% | +26.4% | 0.252% | |
| 2/12/2025 | World Investment Advisors | 15,294 | $413K | 0.0% | -15.5% | 0.066% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,684 | $73K | 0.0% | -83.4% | 0.012% | |
| 2/11/2025 | Ashton Thomas Securities LLC | 253,428 | $6.86M | 1.9% | +2.2% | 1.088% | |
| 2/11/2025 | Sequent Planning LLC | 45,210 | $1.22M | 0.4% | -1.2% | 0.194% | |
| 2/11/2025 | LPL Financial LLC | 3,042,922 | $82.25M | 0.0% | +2.1% | 13.060% | |
| 2/11/2025 | Virtu Financial LLC | 19,981 | $540K | 0.0% | N/A | 0.086% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 485,028 | $13.11M | 0.0% | +0.6% | 2.082% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 144,534 | $3.91M | 0.0% | +31.6% | 0.620% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 14,203 | $385K | 0.3% | N/A | 0.061% | |
| 2/7/2025 | Independent Advisor Alliance | 42,599 | $1.15M | 0.0% | N/A | 0.183% | |
| 2/6/2025 | Raymond James Financial Inc. | 8,006 | $216K | 0.0% | N/A | 0.034% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,184 | $275K | 0.0% | +6,225.5% | 0.044% | |
| 2/5/2025 | Private Trust Co. NA | 9,057 | $245K | 0.0% | +7.1% | 0.039% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,961,015 | $53.01M | 0.0% | +6.3% | 8.416% | |
| 2/3/2025 | Cassaday & Co Wealth Management LLC | 11,000 | $297K | 0.0% | N/A | 0.047% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 143,878 | $3.89M | 0.1% | +60.3% | 0.618% | |
| 2/3/2025 | Private Advisor Group LLC | 317,424 | $8.58M | 0.0% | +83.4% | 1.362% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 24,409 | $660K | 0.0% | -29.1% | 0.105% | |
| 1/31/2025 | Fortis Group Advisors LLC | 73,551 | $1.99M | 0.4% | +19.0% | 0.316% | |
| 1/30/2025 | Scarborough Advisors LLC | 398,819 | $10.78M | 1.5% | N/A | 1.712% | |
| 1/28/2025 | Spectrum Investment Advisors Inc. | 399,705 | $10.80M | 7.2% | +0.6% | 1.715% | |
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| 1/27/2025 | Stratos Investment Management LLC | 362,610 | $9.80M | 0.6% | -13.0% | 1.556% | |
| 1/24/2025 | Concord Wealth Partners | 6,944 | $188K | 0.0% | +7.1% | 0.030% | |
| 1/24/2025 | Total Clarity Wealth Management Inc. | 139,159 | $3.76M | 1.2% | N/A | 0.597% | |
| 1/22/2025 | PFG Investments LLC | 13,515 | $365K | 0.0% | -3.1% | 0.058% | |
| 1/21/2025 | Petix & Botte Co | 271,566 | $7.34M | 1.9% | N/A | 1.166% | |
| 1/21/2025 | Stewardship Advisors LLC | 580,351 | $15.69M | 4.3% | +7.1% | 2.491% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 804,742 | $21.75M | 0.9% | +2.3% | 3.454% | |
| 1/17/2025 | Whalen Wealth Management Inc. | 1,694 | $46K | 0.0% | N/A | 0.007% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 110,074 | $2.98M | 0.0% | +2.7% | 0.472% | |
| 1/15/2025 | Orgel Wealth Management LLC | 13,089 | $354K | 0.0% | -99.7% | 0.056% | |
| 1/13/2025 | Brookstone Capital Management | 10,589 | $286K | 0.0% | +11.7% | 0.045% | |
| 12/26/2024 | JPMorgan Chase & Co. | 16,207 | $471K | 0.0% | N/A | 0.070% | |
| 11/25/2024 | World Investment Advisors LLC | 18,106 | $527K | 0.0% | +6.3% | 0.078% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 46,516 | $1.35M | 0.1% | -29.4% | 0.200% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 164,127 | $4.77M | 1.4% | +1,770.4% | 0.704% | |
| 11/15/2024 | MML Investors Services LLC | 21,392 | $622K | 0.0% | +54.1% | 0.092% | |
| 11/15/2024 | Jane Street Group LLC | 28,582 | $831K | 0.0% | +228.3% | 0.123% | |
| 11/15/2024 | Stifel Financial Corp | 438,519 | $12.75M | 0.0% | N/A | 1.882% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 321,439 | $9.35M | 0.1% | +186.2% | 1.380% | |
| 11/13/2024 | Elios Financial Group Inc. | 42,554 | $1.24M | 0.6% | N/A | 0.183% | |
| 11/13/2024 | Private Trust Co. NA | 8,454 | $246K | 0.0% | -23.2% | 0.036% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 9,392 | $273K | 0.0% | +16.5% | 0.040% | |
| 11/8/2024 | Prospera Financial Services Inc | 60,196 | $1.75M | 0.0% | +1.2% | 0.258% | |
| 11/6/2024 | Spectrum Investment Advisors Inc. | 397,427 | $11.56M | 7.9% | +2.0% | 1.706% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 247,990 | $7.21M | 1.4% | +167.6% | 1.064% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 89,745 | $2.61M | 0.1% | +64.0% | 0.385% | |
| 10/30/2024 | Wisconsin Capital Management LLC | 15,000 | $436K | 0.2% | N/A | 0.064% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 107,202 | $3.12M | 0.0% | +14.6% | 0.460% | |
| 10/24/2024 | Concord Wealth Partners | 6,485 | $189K | 0.0% | +58.6% | 0.028% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 65,922 | $1.92M | 0.0% | -5.0% | 0.283% | |
| 10/24/2024 | PFG Investments LLC | 13,951 | $406K | 0.0% | +6.8% | 0.060% | |
| 10/22/2024 | Private Advisor Group LLC | 173,054 | $5.03M | 0.0% | +3.9% | 0.743% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 7,768 | $226K | 0.0% | -21.0% | 0.033% | |
| 10/21/2024 | Fortis Group Advisors LLC | 61,792 | $1.80M | 0.3% | +82.0% | 0.265% | |
| 10/21/2024 | Stewardship Advisors LLC | 541,692 | $15.75M | 4.4% | +161.0% | 2.325% | |
| 10/18/2024 | Stratos Investment Management LLC | 416,841 | $12.12M | 0.8% | +85.8% | 1.789% | |
| 10/17/2024 | Orgel Wealth Management LLC | 4,901,615 | $142.54M | 3.6% | +8.5% | 21.037% | |
| 10/16/2024 | Good Life Advisors LLC | 11,628 | $338K | 0.0% | N/A | 0.050% | |
| 10/10/2024 | Simplicity Wealth LLC | 187,519 | $5.45M | 0.5% | +42.8% | 0.805% | |
| 10/8/2024 | Brookstone Capital Management | 9,480 | $276K | 0.0% | +7.7% | 0.041% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 786,972 | $22.89M | 0.7% | +45.0% | 3.378% | |
| 8/22/2024 | Cetera Investment Advisers | 172,804 | $4.77M | 0.0% | +1.3% | 0.742% | |
| 8/15/2024 | Affinity Capital Advisors LLC | 214,376 | $5.92M | 1.2% | N/A | 0.920% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 160,834 | $4.44M | 0.0% | +17.6% | 0.690% | |
| 8/7/2024 | PFG Investments LLC | 13,059 | $360K | 0.0% | -15.5% | 0.056% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 5,240 | $145K | 0.0% | N/A | 0.022% | |
| 8/5/2024 | Private Advisor Group LLC | 166,541 | $4.60M | 0.0% | -43.8% | 0.715% | |
| 7/31/2024 | Asset Allocation Strategies LLC | 8,775 | $242K | 0.1% | N/A | 0.038% | |
| 7/31/2024 | Spectrum Investment Advisors Inc. | 389,759 | $10.75M | 7.9% | +9.2% | 1.673% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 321,306 | $8.87M | 0.0% | -1.1% | 1.379% | |
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| 7/31/2024 | Concurrent Investment Advisors LLC | 54,707 | $1.51M | 0.0% | +349.9% | 0.235% | |
| 7/31/2024 | Fortis Group Advisors LLC | 33,946 | $937K | 0.2% | N/A | 0.146% | |
| 7/29/2024 | FAS Wealth Partners Inc. | 22,157 | $611K | 0.1% | +6.0% | 0.095% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,761,528 | $48.60M | 0.0% | +7.0% | 7.560% | |
| 7/23/2024 | Security Financial Services INC. | 11,257 | $311K | 0.1% | -11.2% | 0.048% | |
| 7/23/2024 | Orgel Wealth Management LLC | 4,515,822 | $124.59M | 3.4% | +1.7% | 19.381% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 48,121 | $1.33M | 0.0% | -9.4% | 0.207% | |
| 7/18/2024 | Brookstone Capital Management | 8,806 | $248K | 0.0% | -14.5% | 0.038% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 69,404 | $1.92M | 0.0% | -8.2% | 0.298% | |
| 7/16/2024 | Sequoia Financial Advisors LLC | 9,835 | $271K | 0.0% | N/A | 0.042% | |
