| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 291,626 | $7.11M | 0.0% | +3,296.5% | 1.416% | |
| 3/12/2025 | Centaurus Financial Inc. | 4,188 | $102K | 0.0% | +100.0% | 0.020% | |
| 3/6/2025 | IronOak Wealth LLC. | 36,523 | $890K | 1.0% | N/A | 0.178% | |
| 2/27/2025 | REAP Financial Group LLC | 2,073 | $51K | 0.0% | N/A | 0.010% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 133,515 | $3.25M | 0.1% | +85.1% | 0.651% | |
| 2/17/2025 | Visionary Wealth Advisors | 177,361 | $4.32M | 0.3% | +1,025.1% | 2.124% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,553 | $38K | 0.0% | +99.9% | 0.019% | |
| 2/17/2025 | Cetera Investment Advisers | 342,482 | $8.35M | 0.0% | +103.4% | 4.102% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 36,576 | $892K | 0.1% | +45.0% | 0.438% | |
| 2/17/2025 | Captrust Financial Advisors | 13,852 | $338K | 0.0% | +105.3% | 0.166% | |
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| 2/17/2025 | Bank of America Corp DE | 339,849 | $8.28M | 0.0% | +122.5% | 4.070% | |
| 2/17/2025 | Ameriprise Financial Inc. | 43,676 | $1.07M | 0.0% | +104.8% | 0.523% | |
| 2/17/2025 | Ancora Advisors LLC | 3,446 | $84K | 0.0% | +100.0% | 0.041% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,602 | $112K | 0.0% | +1,001.0% | 0.055% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 192,154 | $4.68M | 0.0% | N/A | 2.301% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 163,641 | $3.99M | 0.0% | +142.7% | 1.960% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 1,720 | $42K | 0.0% | +100.0% | 0.021% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 32,200 | $785K | 0.0% | +77.4% | 0.386% | |
| 2/13/2025 | Mariner LLC | 135,834 | $3.31M | 0.0% | +119.4% | 1.627% | |
| 2/13/2025 | Savvy Advisors Inc. | 8,804 | $215K | 0.0% | N/A | 0.105% | |
| 2/13/2025 | Cerity Partners LLC | 34,462 | $840K | 0.0% | +525.0% | 0.413% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 11,220 | $273K | 0.0% | +100.0% | 0.134% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 400,883 | $9.77M | 0.0% | +111.9% | 4.801% | |
| 2/12/2025 | Blair William & Co. IL | 1,131 | $28K | 0.0% | N/A | 0.014% | |
| 2/12/2025 | JPMorgan Chase & Co. | 12,756 | $311K | 0.0% | +96.5% | 0.153% | |
| 2/11/2025 | LPL Financial LLC | 166,222 | $4.05M | 0.0% | +110.1% | 1.991% | |
| 2/11/2025 | TAP Consulting LLC | 334,109 | $8.14M | 1.7% | +103.3% | 4.001% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 4,973 | $121K | 0.0% | N/A | 0.060% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 107,823 | $2.63M | 0.3% | +452.5% | 1.291% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 11,653 | $284K | 0.0% | +102.1% | 0.140% | |
| 2/10/2025 | SlateStone Wealth LLC | 151,814 | $3.70M | 0.4% | +159.0% | 1.818% | |
| 2/10/2025 | Harbour Investments Inc. | 14,553 | $355K | 0.0% | +54.7% | 0.174% | |
| 2/10/2025 | First Financial Group Corp | 9,100 | $222K | 0.2% | N/A | 0.109% | |
| 2/10/2025 | Van Strum & Towne Inc. | 126,085 | $3.07M | 0.0% | +139.0% | 1.510% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,388 | $570K | 0.0% | +107.4% | 0.280% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 22,869 | $557K | 0.0% | +81.2% | 0.274% | |
| 2/10/2025 | Capasso Planning Partners LLC | 39,641 | $966K | 0.4% | +34.0% | 0.475% | |
| 2/10/2025 | Farther Finance Advisors LLC | 16,668 | $406K | 0.0% | +154.4% | 0.200% | |
| 2/7/2025 | HighTower Advisors LLC | 145,245 | $3.54M | 0.0% | +79.0% | 1.739% | |
| 2/7/2025 | King Luther Capital Management Corp | 12,405 | $302K | 0.0% | +172.9% | 0.149% | |
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| 2/7/2025 | Altiora Financial Group LLC | 69,420 | $1.69M | 0.4% | +100.0% | 0.831% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 22,774 | $555K | 0.4% | N/A | 0.273% | |
| 2/7/2025 | HM Payson & Co. | 150,000 | $3.66M | 0.1% | +100.0% | 1.796% | |
| 2/7/2025 | Berkshire Asset Management LLC PA | 17,896 | $438K | 0.0% | +78.9% | 0.214% | |
| 2/7/2025 | Jackson Creek Investment Advisors LLC | 83,465 | $2.03M | 0.6% | +110.8% | 1.000% | |
| 2/6/2025 | Meridian Wealth Management LLC | 316,135 | $7.71M | 0.4% | +116.1% | 3.786% | |
| 2/6/2025 | Amara Financial LLC. | 13,439 | $328K | 0.3% | N/A | 0.161% | |
| 2/6/2025 | Modera Wealth Management LLC | 206,569 | $5.04M | 0.1% | +93.7% | 2.474% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 177,205 | $4.32M | 1.7% | +195.2% | 2.122% | |
| 2/3/2025 | White Wing Wealth Management | 304,127 | $7.41M | 5.5% | +115.5% | 3.642% | |
| 2/3/2025 | FDx Advisors Inc. | 11,772 | $287K | 0.1% | +100.3% | 0.141% | |
| 2/3/2025 | Cannon Financial Strategists Inc. | 54,156 | $1.32M | 0.2% | +100.0% | 0.649% | |
| 1/31/2025 | Sanctuary Advisors LLC | 72,500 | $1.78M | 0.0% | +6.7% | 0.868% | |
| 1/31/2025 | Pure Portfolios Holdings LLC | 114,197 | $2.78M | 1.0% | +114.5% | 1.368% | |
| 1/30/2025 | Valmark Advisers Inc. | 45,033 | $1.10M | 0.0% | +100.6% | 0.539% | |
| 1/30/2025 | Lodestone Wealth Management LLC | 13,870 | $338K | 0.2% | +100.0% | 0.166% | |
| 1/30/2025 | Compass Financial Group INC SD | 76,458 | $1.86M | 0.4% | +118.9% | 0.916% | |
| 1/29/2025 | Focus Financial Network Inc. | 13,197 | $322K | 0.0% | +102.1% | 0.158% | |
| 1/28/2025 | Essex LLC | 128,650 | $3.14M | 0.7% | +99.8% | 1.541% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 15,868 | $387K | 0.0% | +95.1% | 0.190% | |
| 1/24/2025 | Columbus Macro LLC | 439,079 | $10.70M | 1.5% | +127.9% | 5.258% | |
| 1/24/2025 | Lederer & Associates Investment Counsel CA | 24,403 | $595K | 0.4% | +95.9% | 0.292% | |
| 1/24/2025 | Golden State Equity Partners | 9,288 | $226K | 0.0% | +100.0% | 0.111% | |
| 1/23/2025 | White & Co Financial Planning Inc | 101,742 | $2.48M | 2.1% | N/A | 1.218% | |
| 1/23/2025 | Heritage Financial Services LLC | 8,290 | $202K | 0.0% | N/A | 0.099% | |
| 1/22/2025 | Mayflower Financial Advisors LLC | 10,212 | $249K | 0.0% | +117.8% | 0.122% | |
| 1/22/2025 | Perigon Wealth Management LLC | 14,291 | $349K | 0.0% | +132.9% | 0.171% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 83,390 | $2.03M | 0.0% | +126.4% | 0.999% | |
| 1/17/2025 | Avior Wealth Management LLC | 1,220 | $30K | 0.0% | +100.0% | 0.015% | |
| 1/17/2025 | Atomi Financial Group Inc. | 24,283 | $592K | 0.0% | +105.0% | 0.291% | |
| 1/16/2025 | Charles Schwab Trust Co | 47,766 | $1.16M | 0.1% | +37.2% | 0.572% | |
| 1/16/2025 | Client 1ST Advisory Group LLC | 25,578 | $623K | 0.2% | N/A | 0.306% | |
| 1/15/2025 | Stonekeep Investments LLC | 30,583 | $745K | 0.6% | +87.1% | 0.366% | |
| 1/14/2025 | Stephens Group Asset Management LLC | 27,702 | $675K | 0.1% | +342.0% | 0.332% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 104,619 | $2.55M | 0.7% | +88.3% | 1.253% | |
| 1/13/2025 | Christensen King & Associates Investment Services Inc. | 17,162 | $417K | 0.2% | +101.5% | 0.206% | |
| 1/13/2025 | Sightline Wealth Advisors LLC | 85,190 | $2.08M | 1.1% | N/A | 1.020% | |
| 1/13/2025 | Kades & Cheifetz LLC | 186,286 | $4.54M | 2.3% | +116.4% | 2.231% | |
| 1/13/2025 | Wedmont Private Capital | 22,389 | $544K | 0.0% | +63.1% | 0.268% | |
| 1/13/2025 | Salem Investment Counselors Inc. | 2,223 | $54K | 0.0% | N/A | 0.027% | |
| 1/13/2025 | Brookstone Capital Management | 9,845 | $240K | 0.0% | +25.2% | 0.118% | |
| 1/8/2025 | Private Client Services LLC | 8,641 | $211K | 0.1% | +107.3% | 0.103% | |
| 1/8/2025 | Worth Asset Management LLC | 11,018 | $269K | 0.1% | +100.0% | 0.132% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 72,148 | $3.58M | 0.1% | -1.0% | 0.864% | |
| 12/2/2024 | Capasso Planning Partners LLC | 29,589 | $1.47M | 0.4% | -30.2% | 0.354% | |
| 11/26/2024 | Peapack Gladstone Financial Corp | 5,610 | $278K | 0.0% | N/A | 0.067% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 2,700 | $134K | 0.0% | N/A | 0.032% | |
| 11/25/2024 | Sanctuary Advisors LLC | 67,937 | $3.37M | 0.0% | +182.3% | 0.814% | |
| 11/15/2024 | Jane Street Group LLC | 25,371 | $1.26M | 0.0% | -67.5% | 0.304% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 67,433 | $3.35M | 0.0% | +11.4% | 0.808% | |
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| 11/15/2024 | HighTower Advisors LLC | 81,161 | $4.03M | 0.0% | -3.6% | 0.972% | |
| 11/14/2024 | Flow Traders U.S. LLC | 31,796 | $1.58M | 0.1% | N/A | 0.381% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 8,134 | $404K | 0.0% | -18.0% | 0.097% | |
| 11/12/2024 | Meridian Wealth Management LLC | 146,296 | $7.26M | 0.4% | N/A | 1.752% | |
| 11/8/2024 | King Luther Capital Management Corp | 4,545 | $225K | 0.0% | -80.7% | 0.054% | |
| 11/4/2024 | Mayflower Financial Advisors LLC | 4,689 | $233K | 0.0% | N/A | 0.056% | |
| 11/1/2024 | Financial Strategies Group Inc. | 22,616 | $1.12M | 0.2% | +97.3% | 0.271% | |
| 10/29/2024 | Farther Finance Advisors LLC | 6,553 | $325K | 0.0% | +29.6% | 0.078% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 5,765 | $286K | 0.0% | -32.1% | 0.069% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 55,550 | $2.76M | 0.7% | -0.9% | 0.665% | |
