| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 57,120 | $1.84M | 0.0% | N/A | 0.359% | |
| 2/18/2025 | Novem Group | 199,672 | $6.44M | 0.9% | N/A | 6.240% | |
| 2/17/2025 | Captrust Financial Advisors | 414,160 | $13.36M | 0.0% | +35.7% | 12.943% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 157,051 | $5.06M | 0.2% | N/A | 4.908% | |
| 2/17/2025 | Benjamin Edwards Inc. | 39,215 | $1.26M | 0.0% | N/A | 1.225% | |
| 2/14/2025 | Capital Analysts LLC | 1,789 | $58K | 0.0% | N/A | 0.056% | |
| 2/14/2025 | Stifel Financial Corp | 296,457 | $9.56M | 0.0% | N/A | 9.264% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 163,257 | $5.26M | 0.1% | +127.0% | 5.102% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 4,799 | $155K | 0.0% | N/A | 0.150% | |
| 2/14/2025 | MML Investors Services LLC | 307,911 | $9.93M | 0.0% | +17.6% | 9.622% | |
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| 2/14/2025 | GeoWealth Management LLC | 10,541 | $340K | 0.0% | N/A | 0.329% | |
| 2/13/2025 | MSH Capital Advisors LLC | 10,817 | $349K | 0.1% | N/A | 0.338% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 53,361 | $1.72M | 0.5% | +10.7% | 1.668% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,430 | $240K | 0.0% | N/A | 0.232% | |
| 2/13/2025 | Mariner LLC | 10,294 | $332K | 0.0% | N/A | 0.322% | |
| 2/13/2025 | Raymond James Financial Inc. | 591,128 | $19.06M | 0.0% | N/A | 18.473% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 149,847 | $4.83M | 0.0% | N/A | 4.683% | |
| 2/13/2025 | Wells Fargo & Company MN | 327,417 | $10.56M | 0.0% | N/A | 10.232% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 11,935 | $384K | 0.0% | N/A | 0.373% | |
| 2/12/2025 | World Investment Advisors | 18,829 | $607K | 0.0% | +5.7% | 0.588% | |
| 2/12/2025 | DKM Wealth Management Inc. | 16,075 | $518K | 0.5% | N/A | 0.502% | |
| 2/12/2025 | Watchman Group Inc. | 764,696 | $24.66M | 6.5% | +10.3% | 23.897% | |
| 2/12/2025 | Tyler Stone Wealth Management | 31,932 | $1.03M | 0.2% | +10.8% | 0.998% | |
| 2/11/2025 | LPL Financial LLC | 492,902 | $15.89M | 0.0% | +222.9% | 15.403% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 6,309 | $203K | 0.0% | -18.7% | 0.197% | |
| 2/10/2025 | Corient Private Wealth LLC | 15,200 | $490K | 0.0% | N/A | 0.475% | |
| 2/10/2025 | Blume Capital Management Inc. | 3,500 | $113K | 0.0% | +75.0% | 0.109% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 57,491 | $1.85M | 0.0% | +57.7% | 1.797% | |
| 2/7/2025 | PFG Advisors | 36,845 | $1.19M | 0.1% | +43.1% | 1.151% | |
| 2/7/2025 | HighTower Advisors LLC | 38,951 | $1.26M | 0.0% | N/A | 1.217% | |
| 2/6/2025 | Raymond James Financial Inc. | 591,128 | $19.06M | 0.0% | N/A | 18.473% | |
| 2/6/2025 | Atria Investments Inc | 48,521 | $1.57M | 0.0% | N/A | 1.516% | |
| 2/6/2025 | Souders Financial Advisors | 164,319 | $5.30M | 0.7% | +7.6% | 5.135% | |
| 2/6/2025 | Jones Financial Companies Lllp | 18,211 | $587K | 0.0% | N/A | 0.569% | |
| 2/5/2025 | Heritage Wealth Management Inc. | 9,444 | $305K | 0.1% | N/A | 0.295% | |
| 2/5/2025 | Private Trust Co. NA | 2,191 | $71K | 0.0% | +55.3% | 0.068% | |
| 2/5/2025 | Advisor OS LLC | 24,111 | $777K | 0.1% | N/A | 0.753% | |
| 2/4/2025 | World Equity Group Inc. | 7,528 | $243K | 0.1% | N/A | 0.235% | |
| 2/3/2025 | Sigma Planning Corp | 56,868 | $1.83M | 0.1% | N/A | 1.777% | |
| 2/3/2025 | Dahring Cusmano LLC | 24,104 | $777K | 0.7% | N/A | 0.753% | |
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| 2/3/2025 | Legacy Capital Group California Inc. | 35,144 | $1.13M | 0.3% | N/A | 1.098% | |
| 2/3/2025 | Private Advisor Group LLC | 51,061 | $1.65M | 0.0% | +567.5% | 1.596% | |
| 1/31/2025 | Global Retirement Partners LLC | 39,677 | $1.28M | 0.0% | +7.8% | 1.240% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 91,371 | $2.95M | 0.0% | N/A | 2.855% | |
| 1/31/2025 | JFS Wealth Advisors LLC | 1,665 | $54K | 0.0% | N/A | 0.052% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 8,860 | $286K | 0.1% | N/A | 0.277% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 10,067 | $325K | 0.1% | N/A | 0.315% | |
| 1/29/2025 | Essex Financial Services Inc. | 32,535 | $1.05M | 0.1% | +19.6% | 1.017% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 17,960 | $579K | 0.0% | N/A | 0.561% | |
| 1/28/2025 | Seamount Financial Group Inc. | 11,832 | $382K | 0.3% | -11.6% | 0.370% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 80,209 | $2.59M | 0.1% | N/A | 2.507% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 107,602 | $3.47M | 0.0% | N/A | 3.363% | |
| 1/27/2025 | Stephens Consulting LLC | 105,390 | $3.40M | 0.9% | +12.3% | 3.293% | |
| 1/24/2025 | DAVENPORT & Co LLC | 117,737 | $3.80M | 0.0% | N/A | 3.679% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 1,261 | $41K | 0.0% | N/A | 0.039% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 9,078 | $293K | 0.0% | +381.6% | 0.284% | |
| 1/22/2025 | Astor Investment Management LLC | 149,360 | $4.82M | 2.5% | N/A | 4.668% | |
| 1/21/2025 | Asio Capital LLC | 86,703 | $2.80M | 0.5% | N/A | 2.709% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 134,982 | $4.35M | 0.2% | -6.8% | 4.218% | |
| 1/17/2025 | Raleigh Capital Management Inc. | 3,117 | $101K | 0.0% | N/A | 0.097% | |
| 1/16/2025 | SFG Wealth Management LLC. | 35,863 | $1.16M | 0.6% | N/A | 1.121% | |
| 1/10/2025 | HBW Advisory Services LLC | 24,453 | $788K | 0.1% | +9.7% | 0.764% | |
| 12/10/2024 | Garden State Investment Advisory Services LLC | 48,186 | $1.56M | 0.5% | +15.7% | 1.506% | |
| 11/15/2024 | MML Investors Services LLC | 261,898 | $8.50M | 0.0% | N/A | 8.184% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 48,186 | $1.56M | 0.4% | +15.7% | 1.506% | |
| 11/14/2024 | Captrust Financial Advisors | 305,271 | $9.91M | 0.0% | +816.7% | 9.540% | |
| 11/13/2024 | Private Trust Co. NA | 1,411 | $46K | 0.0% | N/A | 0.044% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 71,932 | $2.34M | 0.0% | +57.6% | 2.248% | |
| 11/5/2024 | Souders Financial Advisors | 152,670 | $4.96M | 0.7% | N/A | 4.771% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,190 | $201K | 0.0% | N/A | 0.193% | |
| 11/4/2024 | Tyler Stone Wealth Management | 28,830 | $936K | 0.2% | N/A | 0.901% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 7,759 | $252K | 0.0% | N/A | 0.242% | |
| 10/31/2024 | Sittner & Nelson LLC | 36,115 | $1.17M | 0.5% | N/A | 1.129% | |
| 10/22/2024 | Private Advisor Group LLC | 7,650 | $248K | 0.0% | N/A | 0.239% | |
| 10/19/2024 | Stephens Consulting LLC | 93,879 | $3.05M | 0.8% | +15.6% | 2.934% | |
| 10/18/2024 | Seamount Financial Group Inc. | 13,391 | $435K | 0.3% | +12.1% | 0.418% | |
| 10/16/2024 | Global Retirement Partners LLC | 36,802 | $1.20M | 0.0% | N/A | 1.150% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 11,279 | $366K | 0.0% | N/A | 0.352% | |
| 10/4/2024 | HBW Advisory Services LLC | 22,300 | $724K | 0.1% | N/A | 0.697% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 41,656 | $1.26M | 0.4% | N/A | 1.302% | |
| 7/31/2024 | Essex Financial Services Inc. | 20,940 | $633K | 0.0% | +36.0% | 0.654% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 29,733 | $899K | 0.0% | +16.7% | 0.929% | |
| 7/30/2024 | Stephens Consulting LLC | 81,219 | $2.46M | 0.7% | N/A | 2.538% | |
| 7/17/2024 | Annapolis Financial Services LLC | 1,185 | $36K | 0.0% | N/A | 0.037% | |
| 7/17/2024 | AdvisorNet Financial Inc | 11,970 | $362K | 0.0% | +16.3% | 0.374% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 25,472 | $799K | 0.0% | +213.2% | 0.796% | |
| 4/24/2024 | Essex Financial Services Inc. | 15,398 | $483K | 0.0% | N/A | 0.481% | |
| 4/12/2024 | AdvisorNet Financial Inc | 10,293 | $323K | 0.0% | +655.2% | 1.584% | |
| 2/14/2024 | Watchman Group Inc. | 24,365 | $681K | 0.2% | N/A | 3.748% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,206 | $62K | 0.0% | N/A | 0.339% | |
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| 1/19/2024 | AdvisorNet Financial Inc | 1,363 | $38K | 0.0% | N/A | 0.210% | |
