| 8/14/2025 | NewEdge Advisors LLC | 17,753 | $509K | 0.0% | -9.2% | 0.311% | |
| 8/13/2025 | Trek Financial LLC | 28,469 | $817K | 0.1% | -1.3% | 0.499% | |
| 8/12/2025 | JPMorgan Chase & Co. | 9,391 | $269K | 0.0% | -6.2% | 0.165% | |
| 8/11/2025 | Plotkin Financial Advisors LLC | 10,987 | $315K | 0.2% | -22.4% | 0.193% | |
| 8/8/2025 | Cetera Investment Advisers | 44,128 | $1.27M | 0.0% | -5.8% | 0.774% | |
| 8/6/2025 | AE Wealth Management LLC | 15,560 | $446K | 0.0% | +3.3% | 0.273% | |
| 8/5/2025 | Bank of Montreal Can | 1,500 | $43K | 0.0% | N/A | 0.026% | |
| 8/4/2025 | IFG Advisory LLC | 10,160 | $291K | 0.0% | N/A | 0.178% | |
| 8/4/2025 | Spire Wealth Management | 24,283 | $697K | 0.0% | -7.1% | 0.426% | |
| 7/30/2025 | Strategic Blueprint LLC | 11,350 | $326K | 0.0% | -93.3% | 0.199% | |
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| 7/29/2025 | Mattson Financial Services LLC | 107,093 | $3.07M | 0.8% | -0.4% | 1.879% | |
| 7/28/2025 | Harbour Investments Inc. | 13,850 | $397K | 0.0% | -43.4% | 0.243% | |
| 7/25/2025 | MGO One Seven LLC | 64,263 | $1.84M | 0.1% | -3.0% | 1.131% | |
| 7/24/2025 | IFP Advisors Inc | 4,645 | $133K | 0.0% | -17.1% | 0.082% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 35,548 | $1.02M | 0.1% | -1.3% | 0.626% | |
| 7/14/2025 | KFG Wealth Management LLC | 98,007 | $2.81M | 0.5% | -5.5% | 1.815% | |
| 7/9/2025 | Triumph Capital Management | 10,214 | $293K | 0.1% | +10.0% | 0.191% | |
| 7/8/2025 | Paladin Wealth LLC | 19,100 | $548K | 0.4% | -2.4% | 0.358% | |
| 7/8/2025 | Gradient Investments LLC | 933,296 | $26.78M | 0.5% | -1.1% | 17.510% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 382,436 | $10.97M | 3.6% | -1.9% | 7.148% | |
| 5/22/2025 | Mattson Financial Services LLC | 107,481 | $3.02M | 0.9% | -48.4% | 1.902% | |
| 5/16/2025 | Prostatis Group LLC | 11,025 | $309K | 0.1% | -47.6% | 0.195% | |
| 5/16/2025 | NewEdge Advisors LLC | 19,558 | $549K | 0.0% | -10.9% | 0.346% | |
| 5/14/2025 | Kestra Advisory Services LLC | 74,687 | $2.10M | 0.0% | -25.0% | 1.322% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,431 | $40K | 0.1% | N/A | 0.025% | |
| 5/12/2025 | Maia Wealth LLC | 13,895 | $385K | 0.1% | -42.4% | 0.246% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 1,414 | $40K | 0.0% | -87.5% | 0.025% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 61,311 | $1.72M | 0.2% | -1.4% | 1.085% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 693,607 | $19.46M | 0.0% | +1.5% | 12.276% | |
| 5/8/2025 | Harbour Investments Inc. | 24,449 | $686K | 0.0% | -12.8% | 0.433% | |
| 5/8/2025 | FSA Advisors Inc. | 19,872 | $558K | 0.4% | -17.2% | 0.352% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 20,324 | $570K | 0.0% | -61.9% | 0.360% | |
| 5/7/2025 | Vantage Financial Partners LLC | 20,638 | $579K | 0.1% | -16.5% | 0.365% | |
| 5/7/2025 | LPL Financial LLC | 52,056 | $1.46M | 0.0% | +296.8% | 0.921% | |
| 5/7/2025 | Investment Management Corp VA ADV | 2,317 | $65K | 0.1% | -51.7% | 0.041% | |
| 5/6/2025 | Cetera Investment Advisers | 46,845 | $1.31M | 0.0% | -45.9% | 0.829% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 11,089 | $311K | 0.0% | -28.9% | 0.181% | |
| 4/30/2025 | Trek Financial LLC | 28,848 | $809K | 0.1% | -16.0% | 0.471% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 34,271 | $962K | 0.0% | +17.7% | 0.559% | |
| 4/29/2025 | Strategic Blueprint LLC | 168,760 | $4.74M | 0.3% | -2.2% | 2.753% | |
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| 4/28/2025 | Vishria Bird Financial Group LLC | 389,832 | $10.94M | 3.7% | -1.4% | 6.359% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 95,045 | $2.67M | 0.0% | -5.6% | 1.550% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 36,001 | $1.01M | 0.0% | -6.1% | 0.587% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,794 | $275K | 0.0% | -15.5% | 0.160% | |
| 4/15/2025 | Noble Wealth Management PBC | 15,892 | $446K | 0.3% | -2.8% | 0.259% | |
| 4/15/2025 | Accurate Wealth Management LLC | 7,443 | $205K | 0.0% | -19.5% | 0.121% | |
| 4/14/2025 | Farther Finance Advisors LLC | 29,373 | $823K | 0.0% | N/A | 0.479% | |
| 4/11/2025 | KFG Wealth Management LLC | 103,658 | $2.91M | 0.5% | -2.4% | 1.470% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 36,305 | $1.02M | 0.2% | -3.3% | 0.515% | |
| 4/9/2025 | Paladin Wealth LLC | 19,576 | $549K | 0.5% | -53.7% | 0.278% | |
| 4/9/2025 | Gradient Investments LLC | 943,664 | $26.48M | 0.5% | -51.8% | 13.385% | |
| 3/21/2025 | Prostatis Group LLC | 21,047 | $584K | 0.2% | -13.4% | 0.294% | |
| 3/12/2025 | Centaurus Financial Inc. | 43,354 | $1.20M | 0.1% | -38.4% | 0.606% | |
| 3/10/2025 | Mattson Financial Services LLC | 208,472 | $5.72M | 1.8% | N/A | 2.916% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 4,988 | $138K | 0.0% | N/A | 0.068% | |
| 2/25/2025 | Heck Capital Advisors LLC | 30,450 | $846K | 0.1% | N/A | 0.417% | |
| 2/25/2025 | Armis Advisers LLC | 61,083 | $1.70M | 0.2% | N/A | 0.837% | |
| 2/18/2025 | Investment Management Corp VA ADV | 4,800 | $133K | 0.1% | N/A | 0.066% | |
| 2/17/2025 | Focus Partners Wealth | 16,866 | $468K | 0.0% | -4.1% | 0.200% | |
| 2/17/2025 | Diligent Investors LLC | 57,415 | $1.59M | 0.4% | -4.3% | 0.679% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,500 | $125K | 0.0% | -13.1% | 0.053% | |
| 2/17/2025 | Cetera Investment Advisers | 86,598 | $2.41M | 0.0% | -12.3% | 1.025% | |
| 2/17/2025 | Captrust Financial Advisors | 28,088 | $780K | 0.0% | -3.4% | 0.332% | |
| 2/17/2025 | Citadel Advisors LLC | 17,634 | $490K | 0.0% | -25.9% | 0.209% | |
| 2/14/2025 | Three Seasons Wealth LLC | 10,452 | $290K | 0.1% | N/A | 0.124% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,953 | $610K | 0.0% | -32.7% | 0.260% | |
| 2/13/2025 | Barclays PLC | 7,202 | $200K | 0.0% | +14,304.0% | 0.085% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,488 | $486K | 0.0% | N/A | 0.207% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 29,108 | $808K | 0.0% | -1.5% | 0.344% | |
| 2/12/2025 | OLD Mission Capital LLC | 26,379 | $733K | 0.0% | +47.8% | 0.312% | |
| 2/12/2025 | Bullseye Investment Management LLC | 13,369 | $371K | 0.2% | -80.0% | 0.158% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 13,773 | $382K | 0.1% | N/A | 0.163% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,525 | $153K | 0.0% | -56.7% | 0.065% | |
| 2/11/2025 | LPL Financial LLC | 13,119 | $364K | 0.0% | N/A | 0.155% | |
| 2/10/2025 | Harbour Investments Inc. | 28,027 | $778K | 0.0% | -18.6% | 0.332% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 683,150 | $18.97M | 0.0% | -5.2% | 8.085% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,488 | $486K | 0.0% | N/A | 0.207% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 2,754 | $76K | 0.0% | -21.0% | 0.033% | |
| 2/5/2025 | Maia Wealth LLC | 24,107 | $676K | 0.1% | +21.5% | 0.285% | |
| 2/5/2025 | Noble Wealth Management PBC | 16,347 | $454K | 0.3% | N/A | 0.193% | |
| 2/4/2025 | Brown Financial Advisors | 219,961 | $6.11M | 2.5% | +5.7% | 2.603% | |
| 2/4/2025 | IFP Advisors Inc | 5,600 | $156K | 0.0% | -9.7% | 0.066% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,508 | $236K | 0.0% | -22.9% | 0.101% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 12,967 | $364K | 0.3% | -8.0% | 0.153% | |
| 1/29/2025 | Paladin Wealth LLC | 42,322 | $1.18M | 1.0% | +11.5% | 0.501% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 15,594 | $433K | 0.0% | -25.4% | 0.185% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 7,820 | $217K | 0.0% | -10.4% | 0.093% | |
| 1/24/2025 | Spire Wealth Management | 26,133 | $726K | 0.0% | N/A | 0.309% | |
| 1/23/2025 | Heck Capital Advisors LLC | 30,450 | $846K | 0.1% | N/A | 0.360% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 4,000 | $111K | 0.0% | -42.9% | 0.047% | |
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| 1/23/2025 | Strategic Blueprint LLC | 172,480 | $4.79M | 0.3% | -7.0% | 2.041% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 53,347 | $1.48M | 0.0% | -1.2% | 0.631% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 38,355 | $1.07M | 0.1% | +155.2% | 0.454% | |
| 1/21/2025 | KFG Wealth Management LLC | 106,159 | $2.95M | 0.6% | -2.0% | 1.256% | |
| 1/21/2025 | Vishria Bird Financial Group LLC | 395,548 | $10.98M | 3.8% | -0.8% | 4.681% | |
| 1/21/2025 | Gradient Investments LLC | 1,959,830 | $54.42M | 1.1% | +6.4% | 23.193% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 11,594 | $322K | 0.0% | -14.2% | 0.137% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 8,377 | $233K | 0.0% | -28.7% | 0.099% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 37,555 | $1.04M | 0.2% | -3.6% | 0.444% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,761 | $350K | 0.0% | N/A | 0.151% | |
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