| 2/18/2025 | First Heartland Consultants Inc. | 11,188 | $562K | 0.1% | +5.4% | 0.074% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 123,854 | $6.40M | 0.5% | N/A | 0.817% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,225 | $61K | 0.0% | +22.5% | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 29,403 | $1.48M | 0.0% | +1.0% | 0.194% | |
| 2/17/2025 | Citadel Advisors LLC | 11,087 | $557K | 0.0% | N/A | 0.073% | |
| 2/17/2025 | Bank of America Corp DE | 839,011 | $42.12M | 0.0% | -0.6% | 5.534% | |
| 2/17/2025 | Ameriprise Financial Inc. | 236,212 | $11.85M | 0.0% | -2.1% | 1.558% | |
| 2/14/2025 | Comerica Bank | 1,587 | $80K | 0.0% | -43.6% | 0.010% | |
| 2/14/2025 | Lido Advisors LLC | 25,804 | $1.30M | 0.0% | +17.7% | 0.170% | |
| 2/14/2025 | Stifel Financial Corp | 30,964 | $1.55M | 0.0% | -0.8% | 0.204% | |
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| 2/14/2025 | Freedom Investment Management Inc. | 11,036 | $554K | 0.0% | -13.6% | 0.073% | |
| 2/13/2025 | NewEdge Advisors LLC | 283,842 | $14.25M | 0.1% | +0.2% | 1.872% | |
| 2/13/2025 | Mariner LLC | 6,959 | $349K | 0.0% | +8.3% | 0.046% | |
| 2/13/2025 | Raymond James Financial Inc. | 154,785 | $7.77M | 0.0% | N/A | 1.021% | |
| 2/13/2025 | Wells Fargo & Company MN | 227,101 | $11.40M | 0.0% | -9.4% | 1.498% | |
| 2/12/2025 | JPMorgan Chase & Co. | 7,310 | $367K | 0.0% | -6.9% | 0.048% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 10,133 | $509K | 0.0% | +5.8% | 0.067% | |
| 2/11/2025 | Interchange Capital Partners LLC | 13,173 | $660K | 0.2% | -28.4% | 0.087% | |
| 2/11/2025 | LPL Financial LLC | 376,864 | $18.92M | 0.0% | +6.8% | 2.486% | |
| 2/11/2025 | Comprehensive Wealth Management LLC | 26,914 | $1.35M | 1.0% | +2.4% | 0.178% | |
| 2/10/2025 | Corient Private Wealth LLC | 7,095 | $356K | 0.0% | -31.0% | 0.047% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 97,586 | $4.90M | 0.0% | -13.0% | 0.644% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 9,856 | $495K | 0.0% | -7.5% | 0.065% | |
| 2/6/2025 | Raymond James Financial Inc. | 154,785 | $7.77M | 0.0% | N/A | 1.021% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 46,863 | $2.35M | 0.0% | +1.8% | 0.309% | |
| 2/4/2025 | Wealthspire Advisors LLC | 8,485 | $426K | 0.0% | N/A | 0.056% | |
| 2/3/2025 | Meitav Investment House Ltd. | 895,657 | $44.96M | 0.8% | +4.1% | 5.908% | |
| 2/3/2025 | Private Advisor Group LLC | 46,287 | $2.32M | 0.0% | -5.0% | 0.305% | |
| 2/3/2025 | TKG Advisors LLC | 79,236 | $4.21M | 2.0% | +1.6% | 0.523% | |
| 1/31/2025 | Global Retirement Partners LLC | 22,974 | $1.15M | 0.0% | +50.6% | 0.152% | |
| 1/31/2025 | Traction Financial Partners LLC | 35,947 | $1.81M | 1.4% | -4.9% | 0.237% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 4,291 | $215K | 0.0% | -31.7% | 0.028% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 11,546 | $580K | 0.0% | N/A | 0.076% | |
| 1/30/2025 | TigerOak Management L.L.C. | 120,235 | $6.04M | 2.2% | N/A | 0.793% | |
| 1/30/2025 | G&S Capital LLC | 58,921 | $2.96M | 1.2% | +3.0% | 0.389% | |
| 1/29/2025 | Burns Matteson Capital Management LLC | 30,407 | $1.53M | 0.7% | -4.3% | 0.201% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 11,049 | $555K | 0.0% | +2.0% | 0.073% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 11,546 | $580K | 0.0% | N/A | 0.076% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 19,380 | $973K | 0.0% | -41.4% | 0.128% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 6,249 | $314K | 0.0% | N/A | 0.041% | |
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| 1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 5,085 | $255K | 0.1% | +10.6% | 0.034% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 52,669 | $2.64M | 0.3% | N/A | 0.347% | |
| 1/23/2025 | Evernest Financial Advisors LLC | 54,422 | $2.73M | 0.7% | +4.3% | 0.359% | |
| 1/22/2025 | Joseph P. Lucia & Associates LLC | 52,510 | $2.64M | 1.2% | -1.8% | 0.346% | |
| 1/21/2025 | Affinity Wealth Management LLC | 622,622 | $31.26M | 5.5% | -0.7% | 4.107% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 9,056 | $455K | 0.0% | +8.7% | 0.060% | |
| 1/21/2025 | Carmel Capital Management L.L.C. | 167,785 | $8.42M | 3.2% | -4.6% | 1.107% | |
| 1/16/2025 | Access Financial Services Inc. | 35,749 | $1.80M | 0.8% | -3.4% | 0.236% | |
| 1/15/2025 | Choice Wealth Advisors LLC | 42,037 | $2.11M | 1.1% | -4.2% | 0.277% | |
| 1/15/2025 | Walker Asset Management LLC | 24,652 | $1.24M | 0.8% | +1.1% | 0.163% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 169,717 | $8.52M | 0.2% | +0.6% | 1.120% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 66,484 | $3.34M | 0.8% | -3.5% | 0.439% | |
| 1/14/2025 | Rovin Capital UT ADV | 4,637 | $231K | 0.1% | -9.0% | 0.031% | |
| 1/13/2025 | Davis Investment Partners LLC | 293,408 | $14.67M | 6.2% | -2.2% | 1.935% | |
| 12/26/2024 | JPMorgan Chase & Co. | 7,855 | $402K | 0.0% | +331.1% | 0.052% | |
| 11/25/2024 | World Investment Advisors LLC | 7,000 | $358K | 0.0% | +41.4% | 0.046% | |
| 11/15/2024 | MML Investors Services LLC | 11,657 | $597K | 0.0% | +5.3% | 0.077% | |
| 11/15/2024 | National Bank of Canada FI | 20,361 | $1.04M | 0.0% | +4.2% | 0.134% | |
| 11/15/2024 | Stifel Financial Corp | 31,212 | $1.60M | 0.0% | +5.6% | 0.206% | |
| 11/15/2024 | Benjamin Edwards Inc. | 4,825 | $247K | 0.0% | N/A | 0.032% | |
| 11/14/2024 | CreativeOne Wealth LLC | 10,950 | $561K | 0.0% | N/A | 0.072% | |
| 11/13/2024 | Freedom Investment Management Inc. | 12,774 | $654K | 0.1% | -6.6% | 0.084% | |
| 11/13/2024 | FMR LLC | 11,530 | $590K | 0.0% | +24.4% | 0.076% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 10,831 | $555K | 0.0% | +29.7% | 0.071% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 9,573 | $490K | 0.0% | +10.5% | 0.063% | |
| 11/6/2024 | Traction Financial Partners LLC | 37,808 | $1.94M | 1.5% | -15.6% | 0.249% | |
| 11/6/2024 | Comprehensive Wealth Management LLC | 26,275 | $1.35M | 0.9% | +6.9% | 0.173% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 46,021 | $2.36M | 0.0% | -0.6% | 0.304% | |
| 11/1/2024 | Rovin Capital UT ADV | 5,097 | $259K | 0.1% | +5.0% | 0.034% | |
| 11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 4,597 | $235K | 0.1% | -6.9% | 0.030% | |
| 10/31/2024 | Financial Services Advisory Inc | 17,462 | $894K | 0.2% | N/A | 0.115% | |
| 10/30/2024 | Capital Wealth Alliance LLC | 17,702 | $907K | 0.5% | -13.4% | 0.117% | |
| 10/30/2024 | TKG Advisors LLC | 77,971 | $3.99M | 2.0% | +5.3% | 0.514% | |
| 10/28/2024 | US Bancorp DE | 566 | $29K | 0.0% | +113.6% | 0.004% | |
| 10/28/2024 | Meitav Investment House Ltd. | 860,257 | $44.05M | 0.7% | -8.3% | 5.675% | |
| 10/25/2024 | SteelPeak Wealth LLC | 7,350 | $376K | 0.0% | -14.0% | 0.048% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 138,486 | $7.09M | 0.0% | +2.9% | 0.913% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 33,080 | $1.69M | 0.0% | +44.0% | 0.218% | |
| 10/23/2024 | Walker Asset Management LLC | 24,388 | $1.25M | 0.8% | -7.3% | 0.161% | |
| 10/22/2024 | Private Advisor Group LLC | 48,733 | $2.50M | 0.0% | -6.7% | 0.321% | |
| 10/21/2024 | Evernest Financial Advisors LLC | 52,184 | $2.67M | 0.7% | -9.1% | 0.344% | |
| 10/19/2024 | Cedrus LLC | 6,508 | $333K | 0.1% | N/A | 0.043% | |
| 10/18/2024 | Friedenthal Financial | 29,084 | $1.49M | 0.9% | +1.4% | 0.192% | |
| 10/16/2024 | Global Retirement Partners LLC | 15,253 | $781K | 0.0% | +26.7% | 0.101% | |
| 10/11/2024 | Affinity Wealth Management LLC | 626,938 | $32.11M | 5.7% | +0.1% | 4.135% | |
| 10/10/2024 | Burns Matteson Capital Management LLC | 31,788 | $1.63M | 0.8% | -7.2% | 0.210% | |
| 10/9/2024 | Private Advisory Group LLC | 68,339 | $3.50M | 0.4% | +2.2% | 0.451% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 68,907 | $3.51M | 0.8% | -3.8% | 0.455% | |
| 10/7/2024 | Davis Investment Partners LLC | 299,877 | $15.27M | 6.4% | -4.5% | 1.978% | |
| 8/21/2024 | Truist Financial Corp | 9,313 | $423K | 0.0% | +24.9% | 0.061% | |
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| 8/16/2024 | Traction Financial Partners LLC | 44,812 | $2.13M | 1.6% | +6.8% | 0.296% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 13,044 | $592K | 0.0% | -3.6% | 0.086% | |
| 8/16/2024 | NewEdge Advisors LLC | 281,524 | $12.78M | 0.1% | +5,760.2% | 1.857% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 2,210 | $100K | 0.1% | -48.2% | 0.015% | |
| 8/8/2024 | Oppenheimer & Co. Inc. | 46,306 | $2.10M | 0.0% | +30.9% | 0.305% | |
| 8/8/2024 | Evernest Financial Advisors LLC | 57,415 | $2.61M | 1.2% | -3.5% | 0.379% | |
| 8/7/2024 | AMJ Financial Wealth Management | 9,335 | $424K | 0.1% | -2.5% | 0.062% | |
| 8/5/2024 | Private Advisor Group LLC | 52,245 | $2.37M | 0.0% | +1.3% | 0.345% | |
| 8/1/2024 | Interchange Capital Partners LLC | 18,499 | $840K | 0.3% | +24.6% | 0.122% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 89,110 | $4.05M | 0.0% | -0.6% | 0.588% | |
