| 8/19/2025 | Advisory Services Network LLC | 40,318 | $3.02M | 0.0% | -14.1% | 0.666% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 18,200 | $1.29M | 0.0% | +1.1% | 0.301% | |
| 8/15/2025 | Brooks Moore & Associates Inc. | 5,110 | $383K | 0.2% | N/A | 0.084% | |
| 8/15/2025 | Bank of America Corp DE | 412,381 | $29.33M | 0.0% | +562.9% | 6.816% | |
| 8/15/2025 | Ameriprise Financial Inc. | 31,435 | $2.24M | 0.0% | -4.3% | 0.520% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 16,381 | $1.17M | 0.1% | +107.1% | 0.271% | |
| 8/14/2025 | Raymond James Financial Inc. | 108,611 | $7.72M | 0.0% | +3.9% | 1.795% | |
| 8/14/2025 | NewEdge Advisors LLC | 110,055 | $7.83M | 0.0% | +57.5% | 1.819% | |
| 8/13/2025 | Baird Financial Group Inc. | 33,697 | $2.40M | 0.0% | +102.1% | 0.557% | |
| 8/13/2025 | Financial Freedom LLC | 647 | $46K | 0.0% | N/A | 0.011% | |
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| 8/13/2025 | Lido Advisors LLC | 5,135 | $365K | 0.0% | -5.9% | 0.085% | |
| 8/13/2025 | Denver Wealth Management Inc. | 13,737 | $977K | 0.4% | -3.5% | 0.227% | |
| 8/13/2025 | Scotia Capital Inc. | 5,269 | $375K | 0.0% | -39.8% | 0.087% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 8,887 | $632K | 0.0% | +403.8% | 0.147% | |
| 8/12/2025 | Global Retirement Partners LLC | 5,644 | $401K | 0.0% | N/A | 0.093% | |
| 8/8/2025 | Cetera Investment Advisers | 12,744 | $906K | 0.0% | -34.9% | 0.210% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,828 | $557K | 0.1% | -4.7% | 0.129% | |
| 8/5/2025 | Uniting Wealth Partners LLC | 70,744 | $5.03M | 1.9% | -47.1% | 1.165% | |
| 8/1/2025 | Advisory Alpha LLC | 10,071 | $716K | 0.0% | +2.1% | 0.166% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 25,127 | $1.79M | 0.0% | +9.7% | 0.414% | |
| 7/30/2025 | Studio Investment Management LLC | 85,422 | $6.08M | 1.2% | +25.0% | 1.407% | |
| 7/30/2025 | Liberty One Investment Management LLC | 35,706 | $2.54M | 0.3% | -7.8% | 0.588% | |
| 7/30/2025 | Bogart Wealth LLC | 36,849 | $2.62M | 0.1% | +15,253.8% | 0.607% | |
| 7/29/2025 | Ballast Inc. | 7,005 | $498K | 0.2% | N/A | 0.115% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 408 | $29K | 0.0% | N/A | 0.007% | |
| 7/28/2025 | Harbour Investments Inc. | 4,588 | $326K | 0.0% | -3.4% | 0.076% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 58,398 | $4.15M | 0.1% | -68.9% | 0.962% | |
| 7/24/2025 | MFA Wealth Services | 19,154 | $1.36M | 1.0% | -0.9% | 0.316% | |
| 7/23/2025 | Friedenthal Financial | 40,192 | $2.86M | 1.6% | +2.1% | 0.662% | |
| 7/21/2025 | Jackson Wealth Management LLC | 31,321 | $2.23M | 0.2% | -3.2% | 0.516% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 3,098 | $220K | 0.0% | N/A | 0.051% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,031 | $73K | 0.0% | N/A | 0.017% | |
| 7/17/2025 | Walker Asset Management LLC | 6,164 | $438K | 0.3% | -3.7% | 0.101% | |
| 7/16/2025 | Dakota Wealth Management | 30,082 | $2.14M | 0.0% | -61.9% | 0.493% | |
| 7/11/2025 | Farther Finance Advisors LLC | 19,434 | $1.38M | 0.0% | -1.8% | 0.317% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,107 | $293K | 0.0% | -96.0% | 0.067% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 45,245 | $3.22M | 1.2% | -0.9% | 0.737% | |
| 7/7/2025 | Nova Wealth Management Inc. | 4,650 | $331K | 0.2% | +6.0% | 0.075% | |
| 5/29/2025 | Nova Wealth Management Inc. | 4,388 | $306K | 0.3% | +38.8% | 0.069% | |
| 5/27/2025 | Jacobi Capital Management LLC | 3,045 | $212K | 0.0% | -8.5% | 0.048% | |
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| 5/21/2025 | Geneos Wealth Management Inc. | 17,996 | $1.25M | 0.0% | +1.4% | 0.283% | |
| 5/20/2025 | Integrity Alliance LLC. | 3,174 | $221K | 0.0% | N/A | 0.050% | |
| 5/20/2025 | Anchor Investment Management LLC | 565 | $39K | 0.0% | -20.8% | 0.009% | |
| 5/19/2025 | Advisory Alpha LLC | 9,861 | $687K | 0.0% | +4.1% | 0.155% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 11,808 | $822K | 0.0% | +16.3% | 0.191% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 30,608 | $2.13M | 0.0% | N/A | 0.487% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,596 | $615K | 0.0% | +139.2% | 0.139% | |
| 5/16/2025 | NewEdge Advisors LLC | 69,896 | $4.87M | 0.0% | +40.9% | 1.129% | |
| 5/15/2025 | Royal Bank of Canada | 8,084 | $563K | 0.0% | +50.2% | 0.131% | |
| 5/15/2025 | Baird Financial Group Inc. | 16,671 | $1.16M | 0.0% | -5.5% | 0.269% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,764 | $123K | 0.0% | +18.9% | 0.028% | |
| 5/14/2025 | Kestra Advisory Services LLC | 86,298 | $6.01M | 0.0% | +12.1% | 1.394% | |
| 5/13/2025 | Raymond James Financial Inc. | 104,551 | $7.28M | 0.0% | -1.8% | 1.689% | |
| 5/13/2025 | HighTower Advisors LLC | 7,959 | $554K | 0.0% | +47.1% | 0.129% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,211 | $574K | 0.0% | N/A | 0.133% | |
| 5/12/2025 | Berger Financial Group Inc | 9,668 | $673K | 0.0% | -11.2% | 0.156% | |
| 5/12/2025 | National Bank of Canada FI | 479 | $33K | 0.0% | -27.5% | 0.008% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 187,643 | $13.07M | 0.2% | -0.5% | 3.031% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 1,500 | $104K | 0.0% | N/A | 0.024% | |
| 5/7/2025 | LPL Financial LLC | 375,108 | $26.13M | 0.0% | -1.4% | 6.060% | |
| 5/6/2025 | Cetera Investment Advisers | 19,580 | $1.36M | 0.0% | -10.7% | 0.316% | |
| 5/5/2025 | IFP Advisors Inc | 800 | $56K | 0.0% | -44.7% | 0.013% | |
| 5/5/2025 | Private Advisor Group LLC | 16,624 | $1.16M | 0.0% | +12.3% | 0.269% | |
| 5/2/2025 | Allen Capital Group LLC | 3,966 | $276K | 0.0% | -4.8% | 0.064% | |
| 5/2/2025 | Dakota Wealth Management | 78,931 | $5.50M | 0.1% | -1.3% | 1.275% | |
| 5/2/2025 | Sigma Planning Corp | 3,136 | $218K | 0.0% | -5.1% | 0.051% | |
| 5/1/2025 | Stephens Inc. AR | 11,623 | $810K | 0.0% | N/A | 0.188% | |
| 4/30/2025 | Liberty One Investment Management LLC | 38,707 | $2.70M | 0.3% | -2.2% | 0.625% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 22,910 | $1.60M | 0.0% | +1.4% | 0.370% | |
| 4/25/2025 | Uniting Wealth Partners LLC | 133,839 | $9.32M | 4.7% | -0.5% | 2.261% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 84,270 | $5.87M | 0.0% | +0.6% | 1.423% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 45,653 | $3.06M | 1.3% | +1.5% | 0.771% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,964 | $346K | 0.0% | N/A | 0.084% | |
| 4/21/2025 | Friedenthal Financial | 39,360 | $2.74M | 1.6% | -1.4% | 0.665% | |
| 4/17/2025 | Pacific Sun Financial Corp | 12,516 | $872K | 0.5% | -2.1% | 0.211% | |
| 4/17/2025 | MFA Wealth Services | 19,328 | $1.35M | 1.1% | -9.7% | 0.326% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 103,957 | $7.24M | 0.0% | +1.8% | 1.756% | |
| 4/15/2025 | CX Institutional | 3,207 | $223K | 0.0% | N/A | 0.054% | |
| 4/14/2025 | Farther Finance Advisors LLC | 19,784 | $1.38M | 0.0% | +2,222.1% | 0.334% | |
| 3/24/2025 | Fulcrum Equity Management | 10,627 | $699K | 0.7% | N/A | 0.191% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 102,120 | $6.71M | 0.0% | +3.6% | 1.888% | |
| 2/17/2025 | Waverly Advisors LLC | 13,580 | $893K | 0.0% | +17.3% | 0.309% | |
| 2/17/2025 | Studio Investment Management LLC | 35,879 | $2.36M | 0.5% | +34.3% | 0.815% | |
| 2/17/2025 | Main Street Group LTD | 452 | $30K | 0.0% | -28.3% | 0.010% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 12,946 | $851K | 0.0% | N/A | 0.294% | |
| 2/17/2025 | Baird Financial Group Inc. | 17,642 | $1.16M | 0.0% | -32.6% | 0.401% | |
| 2/17/2025 | Bank of America Corp DE | 63,944 | $4.20M | 0.0% | +2.5% | 1.453% | |
| 2/17/2025 | Ameriprise Financial Inc. | 31,379 | $2.06M | 0.0% | +31.1% | 0.713% | |
| 2/14/2025 | Jane Street Group LLC | 6,517 | $428K | 0.0% | N/A | 0.148% | |
| 2/14/2025 | Comerica Bank | 1,113 | $73K | 0.0% | -47.3% | 0.025% | |
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| 2/14/2025 | Lido Advisors LLC | 6,536 | $430K | 0.0% | +15.3% | 0.149% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 24,879 | $1.64M | 1.1% | N/A | 0.565% | |
| 2/14/2025 | Stifel Financial Corp | 20,860 | $1.37M | 0.0% | -8.2% | 0.474% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 2,639 | $173K | 0.0% | N/A | 0.060% | |
| 2/13/2025 | NewEdge Advisors LLC | 49,607 | $3.26M | 0.0% | +15.6% | 1.127% | |
| 2/13/2025 | Anchor Investment Management LLC | 713 | $47K | 0.0% | +26.9% | 0.016% | |
| 2/13/2025 | Scotia Capital Inc. | 7,719 | $507K | 0.0% | -20.4% | 0.175% | |
| 2/13/2025 | Raymond James Financial Inc. | 106,507 | $7.00M | 0.0% | N/A | 2.421% | |
| 2/13/2025 | Advisory Services Network LLC | 75,572 | $4.97M | 0.1% | +73.8% | 1.718% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 22,603 | $1.49M | 0.0% | +14.8% | 0.514% | |
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