| 2/18/2025 | Helium Advisors LLC | 11,414 | $316K | 0.3% | N/A | 0.208% | |
| 2/17/2025 | Cetera Investment Advisers | 76,990 | $2.13M | 0.0% | +0.9% | 1.405% | |
| 2/17/2025 | Captrust Financial Advisors | 24,580 | $681K | 0.0% | -22.2% | 0.449% | |
| 2/17/2025 | Chapman Financial Group LLC | 1,680 | $47K | 0.0% | N/A | 0.031% | |
| 2/14/2025 | Jane Street Group LLC | 17,542 | $486K | 0.0% | N/A | 0.320% | |
| 2/14/2025 | Berger Financial Group Inc | 224,429 | $6.22M | 0.4% | -3.8% | 4.095% | |
| 2/14/2025 | Tradition Wealth Management LLC | 9,394 | $260K | 0.0% | -17.6% | 0.171% | |
| 2/14/2025 | MML Investors Services LLC | 127,042 | $3.52M | 0.0% | +83.3% | 2.318% | |
| 2/13/2025 | M Holdings Securities Inc. | 17,730 | $491K | 0.1% | -14.2% | 0.324% | |
| 2/13/2025 | SageView Advisory Group LLC | 25,302 | $701K | 0.0% | -38.3% | 0.462% | |
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| 2/13/2025 | Raymond James Financial Inc. | 54,514 | $1.51M | 0.0% | N/A | 0.995% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 155,206 | $4.30M | 0.0% | +52.7% | 2.832% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,474 | $41K | 0.0% | N/A | 0.027% | |
| 2/12/2025 | Blair William & Co. IL | 193,497 | $5.36M | 0.0% | -6.5% | 3.531% | |
| 2/11/2025 | LPL Financial LLC | 21,513 | $596K | 0.0% | -11.5% | 0.393% | |
| 2/10/2025 | Harbour Investments Inc. | 7,834 | $217K | 0.0% | +12.6% | 0.143% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 176,446 | $4.89M | 0.0% | -3.4% | 3.220% | |
| 2/7/2025 | HighTower Advisors LLC | 223,431 | $6.19M | 0.0% | -17.6% | 4.077% | |
| 2/6/2025 | Raymond James Financial Inc. | 54,514 | $1.51M | 0.0% | N/A | 0.995% | |
| 2/6/2025 | Triad Wealth Partners LLC | 10,485 | $290K | 0.1% | N/A | 0.191% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 9,144 | $253K | 0.0% | +182.7% | 0.167% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 81,834 | $2.34M | 0.3% | -1.7% | 1.493% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 168,845 | $4.68M | 0.5% | -3.0% | 3.081% | |
| 2/5/2025 | Corrado Advisors LLC | 115,194 | $3.19M | 2.1% | -4.3% | 2.102% | |
| 2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 38,597 | $1.07M | 0.5% | N/A | 0.704% | |
| 2/4/2025 | IFP Advisors Inc | 19,812 | $549K | 0.0% | +3.4% | 0.362% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 25,681 | $711K | 0.7% | N/A | 0.469% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 24,937 | $691K | 0.0% | -40.2% | 0.455% | |
| 2/3/2025 | Clear Point Advisors Inc. | 22,283 | $617K | 0.5% | -4.6% | 0.407% | |
| 1/31/2025 | Ifrah Financial Services Inc. | 26,855 | $744K | 0.2% | +2.4% | 0.490% | |
| 1/30/2025 | Allworth Financial LP | 10,424 | $294K | 0.0% | -18.9% | 0.190% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 1,095 | $30K | 0.0% | N/A | 0.020% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 7,593 | $210K | 0.0% | -25.1% | 0.139% | |
| 1/27/2025 | Summit Wealth Partners LLC | 9,837 | $272K | 0.1% | -21.9% | 0.180% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 78,934 | $2.19M | 0.1% | +2.4% | 1.440% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 7,397 | $205K | 0.0% | -16.8% | 0.135% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 7,483 | $208K | 0.0% | -10.7% | 0.137% | |
| 1/21/2025 | Lantz Financial LLC | 283,804 | $7.86M | 2.1% | -0.6% | 5.179% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 19,973 | $553K | 0.0% | -2.8% | 0.364% | |
| 1/15/2025 | Gill Capital Partners LLC | 8,205 | $227K | 0.1% | -23.6% | 0.150% | |
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| 1/15/2025 | Cypress Wealth Services LLC | 46,291 | $1.28M | 0.3% | -19.1% | 0.845% | |
| 1/14/2025 | Cypress Financial Planning LLC | 12,173 | $337K | 0.1% | -19.9% | 0.222% | |
| 1/13/2025 | BCS Wealth Management | 26,699 | $739K | 0.2% | -3.2% | 0.487% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 14,953 | $414K | 0.0% | +24.4% | 0.273% | |
| 1/13/2025 | HFG Wealth Management LLC | 86,049 | $2.53M | 1.6% | -23.9% | 1.570% | |
| 11/15/2024 | MML Investors Services LLC | 69,291 | $2.04M | 0.0% | +170.4% | 1.264% | |
| 11/15/2024 | SageView Advisory Group LLC | 40,975 | $1.21M | 0.1% | +70.6% | 0.748% | |
| 11/15/2024 | HighTower Advisors LLC | 271,048 | $7.95M | 0.0% | -1.6% | 4.946% | |
| 11/14/2024 | Tradition Wealth Management LLC | 11,394 | $335K | 0.0% | -20.7% | 0.208% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 8,505 | $250K | 0.1% | +7.5% | 0.155% | |
| 11/13/2024 | WorthPointe LLC | 46,752 | $1.38M | 0.6% | -2.1% | 0.853% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 10,144 | $298K | 0.0% | +5.9% | 0.185% | |
| 11/12/2024 | M Holdings Securities Inc. | 20,663 | $608K | 0.2% | N/A | 0.377% | |
| 11/6/2024 | Spectrum Investment Advisors Inc. | 7,765 | $228K | 0.2% | -43.8% | 0.142% | |
| 11/5/2024 | Harbour Investments Inc. | 6,957 | $205K | 0.0% | +22.2% | 0.127% | |
| 11/1/2024 | Corrado Advisors LLC | 120,406 | $3.54M | 2.2% | -3.1% | 2.197% | |
| 10/31/2024 | Global Strategic Investment Solutions LLC | 174,066 | $5.12M | 0.6% | -3.1% | 3.176% | |
| 10/28/2024 | Summit Wealth Partners LLC | 12,599 | $370K | 0.1% | +42.3% | 0.230% | |
| 10/25/2024 | Strategic Blueprint LLC | 48,325 | $1.42M | 0.1% | -1.4% | 0.882% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 34,515 | $1.02M | 0.0% | +26.0% | 0.630% | |
| 10/23/2024 | Global Trust Asset Management LLC | 3,700 | $109K | 0.0% | -35.1% | 0.068% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 18,582 | $546K | 0.2% | +20.9% | 0.339% | |
| 10/22/2024 | ODonnell Financial Services LLC | 21,351 | $628K | 0.3% | -8.5% | 0.390% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 77,052 | $2.27M | 0.1% | -5.1% | 1.406% | |
| 10/17/2024 | BCS Wealth Management | 27,588 | $811K | 0.3% | +6.2% | 0.503% | |
| 10/8/2024 | CWM LLC | 4,967 | $146K | 0.0% | +25.3% | 0.091% | |
| 10/7/2024 | Cypress Financial Planning LLC | 15,197 | $447K | 0.2% | +103.4% | 0.277% | |
| 9/11/2024 | Summit Wealth Partners LLC | 8,853 | $249K | 0.1% | +10.9% | 0.162% | |
| 8/22/2024 | Cetera Investment Advisers | 62,164 | $1.75M | 0.0% | -2.5% | 1.134% | |
| 8/20/2024 | HFG Wealth Management LLC | 113,115 | $3.18M | 2.0% | -67.7% | 2.064% | |
| 8/16/2024 | Long Island Wealth Management Inc. | 30,805 | $866K | 0.6% | -19.7% | 0.562% | |
| 8/12/2024 | Blair William & Co. IL | 204,884 | $5.76M | 0.0% | -2.8% | 3.739% | |
| 8/8/2024 | WPWealth LLP | 11,254 | $316K | 0.1% | N/A | 0.205% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 8,664 | $244K | 0.3% | N/A | 0.158% | |
| 7/31/2024 | Spectrum Investment Advisors Inc. | 13,825 | $389K | 0.3% | -93.6% | 0.252% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 179,285 | $5.04M | 0.0% | -2.6% | 3.272% | |
| 7/18/2024 | Gradient Investments LLC | 9,063 | $255K | 0.0% | -94.8% | 0.165% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 12,018 | $338K | 0.0% | -61.8% | 0.219% | |
| 7/18/2024 | Triad Wealth Partners LLC | 4,659 | $131K | 0.1% | N/A | 0.085% | |
| 7/17/2024 | Cypress Financial Planning LLC | 7,471 | $210K | 0.1% | N/A | 0.136% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 15,368 | $432K | 0.2% | -6.1% | 0.280% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 8,888 | $250K | 0.0% | -22.9% | 0.162% | |
| 7/11/2024 | Global Trust Asset Management LLC | 5,700 | $160K | 0.1% | +14.0% | 0.104% | |
| 7/10/2024 | Lantz Financial LLC | 267,818 | $7.53M | 2.3% | -1.4% | 4.887% | |
| 6/28/2024 | HFG Wealth Management LLC | 349,681 | $9.87M | 5.8% | +14.1% | 6.381% | |
| 5/24/2024 | Cetera Investment Advisers | 63,763 | $1.80M | 0.0% | +562.9% | 1.164% | |
| 5/10/2024 | Alera Investment Advisors LLC | 19,165 | $541K | 0.1% | -8.1% | 0.350% | |
| 5/9/2024 | Corrado Advisors LLC | 121,322 | $3.42M | 2.3% | -3.2% | 2.214% | |
| 5/9/2024 | Blair William & Co. IL | 210,709 | $5.94M | 0.0% | -4.9% | 3.845% | |
| 5/9/2024 | SageView Advisory Group LLC | 24,012 | $746K | 0.0% | -69.0% | 0.438% | |
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| 5/8/2024 | Avantax Advisory Services Inc. | 28,385 | $801K | 0.0% | -1.6% | 0.518% | |
| 5/7/2024 | Spectrum Investment Advisors Inc. | 216,465 | $6.11M | 4.5% | +1.3% | 3.950% | |
| 5/2/2024 | Lincoln National Corp | 90,560 | $2.56M | 0.0% | -63.7% | 1.653% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 24,358 | $687K | 0.0% | -8.2% | 0.444% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 184,134 | $5.19M | 0.0% | -2.2% | 3.360% | |
| 4/29/2024 | Castle Wealth Management LLC | 20,440 | $577K | 0.3% | -25.9% | 0.373% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 15,425 | $435K | 0.0% | -21.9% | 0.281% | |
| 4/23/2024 | Gradient Investments LLC | 173,346 | $4.89M | 0.1% | -78.6% | 3.163% | |
| 4/23/2024 | Strategic Blueprint LLC | 49,363 | $1.39M | 0.1% | -1.3% | 0.901% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 45,474 | $1.28M | 0.0% | +11.9% | 0.830% | |
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