| 2/17/2025 | Vident Advisory LLC | 43,145 | $1.15M | 0.0% | N/A | 1.079% | |
| 2/17/2025 | Cetera Investment Advisers | 24,096 | $640K | 0.0% | -3.5% | 0.602% | |
| 2/14/2025 | Jane Street Group LLC | 26,087 | $693K | 0.0% | N/A | 0.652% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 26,200 | $696K | 0.0% | N/A | 0.655% | |
| 2/13/2025 | CreativeOne Wealth LLC | 295,507 | $7.86M | 0.2% | -7.8% | 7.388% | |
| 2/12/2025 | JPMorgan Chase & Co. | 19,661 | $523K | 0.0% | -8.1% | 0.492% | |
| 2/11/2025 | LPL Financial LLC | 50,900 | $1.35M | 0.0% | +5.9% | 1.273% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 11,594 | $308K | 0.0% | -10.8% | 0.290% | |
| 2/10/2025 | Harbour Investments Inc. | 13,149 | $350K | 0.0% | +24.9% | 0.329% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 12,292 | $327K | 0.0% | +34.3% | 0.307% | |
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| 2/10/2025 | EverSource Wealth Advisors LLC | 23,939 | $636K | 0.0% | -25.3% | 0.598% | |
| 2/7/2025 | Frontier Asset Management LLC | 12,496 | $332K | 0.1% | -6.5% | 0.312% | |
| 2/6/2025 | Sound Financial Strategies Group LLC | 110,647 | $2.94M | 2.5% | +0.3% | 2.766% | |
| 2/6/2025 | LVZ Inc. | 101,926 | $2.71M | 0.3% | +2.8% | 2.548% | |
| 2/6/2025 | Atria Investments Inc | 13,533 | $360K | 0.0% | +4.1% | 0.338% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 8,015 | $222K | 0.0% | N/A | 0.200% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,532 | $253K | 0.0% | +81.6% | 0.238% | |
| 2/5/2025 | Christian Investment Advisors Inc. | 394,694 | $10.49M | 7.6% | N/A | 9.867% | |
| 2/4/2025 | IFP Advisors Inc | 1,883 | $50K | 0.0% | +62.3% | 0.047% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 22,964 | $598K | 0.6% | N/A | 0.574% | |
| 2/3/2025 | Centricity Wealth Management LLC | 1,217 | $32K | 0.0% | N/A | 0.030% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 35,076 | $932K | 0.0% | +2.1% | 0.877% | |
| 1/30/2025 | Blue Trust Inc. | 7,836 | $208K | 0.0% | +344.2% | 0.196% | |
| 1/24/2025 | HHM Wealth Advisors LLC | 7,383 | $196K | 0.0% | +12.9% | 0.185% | |
| 1/23/2025 | Strategic Blueprint LLC | 25,902 | $689K | 0.0% | +32.5% | 0.648% | |
| 1/22/2025 | Sound Stewardship LLC | 54,015 | $1.44M | 0.9% | +4.6% | 1.350% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 9,710 | $258K | 0.0% | N/A | 0.243% | |
| 1/22/2025 | Blue Trust Inc. | 26,684 | $770K | 0.0% | +1,412.7% | 0.667% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 7,470 | $199K | 0.0% | +36.2% | 0.187% | |
| 1/6/2025 | Ridgeline Wealth LLC | 19,662 | $523K | 0.4% | N/A | 0.492% | |
| 1/6/2025 | O Connor Financial Group LLC | 375,301 | $9.98M | 5.2% | +5.5% | 9.383% | |
| 12/26/2024 | JPMorgan Chase & Co. | 21,383 | $617K | 0.0% | +46.2% | 0.535% | |
| 11/14/2024 | CreativeOne Wealth LLC | 320,525 | $9.26M | 0.3% | +5.7% | 8.013% | |
| 11/7/2024 | OneAscent Wealth Management LLC | 10,071 | $291K | 0.1% | N/A | 0.252% | |
| 11/5/2024 | Harbour Investments Inc. | 10,531 | $304K | 0.0% | N/A | 0.263% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 13,000 | $375K | 0.0% | +58.0% | 0.325% | |
| 10/24/2024 | Sound Stewardship LLC | 51,648 | $1.49M | 0.8% | -3.6% | 1.291% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 34,354 | $992K | 0.0% | +2.6% | 0.859% | |
| 10/22/2024 | International Assets Investment Management LLC | 253,822 | $7.33M | 0.0% | +32,483.1% | 6.346% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 11,992 | $346K | 0.2% | N/A | 0.300% | |
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| 8/14/2024 | EverSource Wealth Advisors LLC | 41,170 | $1.13M | 0.1% | +93.6% | 1.029% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 33,475 | $888K | 0.0% | +107.6% | 0.837% | |
| 8/8/2024 | HHM Wealth Advisors LLC | 6,788 | $180K | 0.0% | +35.2% | 0.170% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 3,945 | $105K | 0.0% | N/A | 0.099% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 8,883 | $236K | 0.0% | -44.7% | 0.222% | |
| 7/10/2024 | CWM LLC | 153,089 | $4.06M | 0.0% | +2.0% | 3.827% | |
| 5/14/2024 | CreativeOne Wealth LLC | 332,085 | $9.05M | 0.4% | +1.6% | 8.302% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 13,055 | $356K | 0.0% | -30.2% | 0.326% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 16,125 | $439K | 0.0% | +5.2% | 0.403% | |
| 4/23/2024 | Strategic Blueprint LLC | 19,492 | $531K | 0.0% | -23.9% | 0.506% | |
| 4/16/2024 | OneAscent Wealth Management LLC | 9,934 | $271K | 0.1% | N/A | 0.258% | |
| 4/11/2024 | O Connor Financial Group LLC | 367,643 | $10.02M | 6.0% | +1.3% | 10.212% | |
| 2/20/2024 | Polen Capital Management LLC | 15,875 | $420K | 0.0% | +7.3% | 0.441% | |
| 2/13/2024 | Polen Capital Management LLC | 15,875 | $420K | 0.0% | +7.3% | 0.441% | |
| 2/12/2024 | WorthPointe LLC | 24,891 | $658K | 0.3% | +72.4% | 0.691% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 22,002 | $582K | 0.1% | +17.0% | 0.611% | |
| 2/9/2024 | CreativeOne Wealth LLC | 326,702 | $8.64M | 0.6% | +1.1% | 9.075% | |
| 2/8/2024 | Advisor OS LLC | 8,441 | $223K | 0.0% | N/A | 0.234% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 18,708 | $495K | 0.0% | -13.0% | 0.520% | |
| 2/1/2024 | CWM LLC | 143,425 | $3.79M | 0.0% | +9.6% | 3.984% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 15,331 | $405K | 0.0% | +3.3% | 0.426% | |
| 1/25/2024 | International Assets Investment Management LLC | 20,602 | $545K | 0.0% | N/A | 0.572% | |
| 1/25/2024 | Strategic Blueprint LLC | 25,618 | $678K | 0.1% | -3.7% | 0.712% | |
| 1/24/2024 | International Assets Investment Management LLC | 20,602 | $545K | 0.0% | N/A | 0.572% | |
| 1/23/2024 | LVZ Inc. | 101,556 | $2.69M | 0.4% | +1.0% | 2.821% | |
| 1/17/2024 | O Connor Financial Group LLC | 362,752 | $9.59M | 5.9% | +0.5% | 10.076% | |
| 1/17/2024 | Sound Stewardship LLC | 43,183 | $1.14M | 0.8% | +272.0% | 1.200% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 1,104 | $26K | 0.0% | -93.1% | 0.031% | |
| 11/13/2023 | Polen Capital Management LLC | 14,794 | $355K | 0.0% | -5.8% | 0.411% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 21,495 | $515K | 0.0% | +24.7% | 0.597% | |
| 11/8/2023 | Strategic Financial Concepts LLC | 10,540 | $253K | 0.1% | N/A | 0.293% | |
| 11/4/2023 | EverSource Wealth Advisors LLC | 18,808 | $451K | 0.0% | +145.8% | 0.522% | |
| 10/26/2023 | Sound Stewardship LLC | 11,607 | $278K | 0.2% | N/A | 0.322% | |
| 10/24/2023 | J.W. Cole Advisors Inc. | 14,839 | $356K | 0.0% | +5.5% | 0.412% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,772 | $258K | 0.0% | +8.7% | 0.299% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 17,191 | $412K | 0.0% | -17.4% | 0.478% | |
| 10/20/2023 | O Connor Financial Group LLC | 360,914 | $8.65M | 5.9% | +2.3% | 10.025% | |
| 10/18/2023 | Strategic Blueprint LLC | 26,608 | $638K | 0.1% | +5.3% | 0.739% | |
| 10/17/2023 | CreativeOne Wealth LLC | 323,207 | $7.75M | 0.6% | +2.7% | 8.978% | |
| 10/11/2023 | CWM LLC | 130,910 | $3.14M | 0.0% | +18.3% | 3.636% | |
| 8/16/2023 | CreativeOne Wealth LLC | 314,787 | $7.94M | 0.4% | -17.0% | 8.744% | |
| 8/10/2023 | Cetera Advisors LLC | 12,871 | $325K | 0.0% | -5.2% | 0.358% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 17,311 | $437K | 0.0% | +13.0% | 0.481% | |
| 8/4/2023 | EverSource Wealth Advisors LLC | 7,653 | $193K | 0.0% | +1,491.1% | 0.213% | |
| 8/3/2023 | CWM LLC | 110,659 | $2.79M | 0.0% | -8.7% | 3.074% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 16,109 | $406K | 0.1% | +15.9% | 0.447% | |
| 7/31/2023 | LPL Financial LLC | 35,230 | $889K | 0.0% | +13.6% | 0.979% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 4,491 | $113K | 0.0% | +2,496.0% | 0.134% | |
| 7/14/2023 | O Connor Financial Group LLC | 352,701 | $8.90M | 6.1% | +11.1% | 10.528% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,913 | $250K | 0.0% | +12.6% | 0.296% | |
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| 7/12/2023 | Symphony Financial Ltd. Co. | 8,993 | $224K | 0.1% | N/A | 0.268% | |
| 7/11/2023 | Brookstone Capital Management | 15,036 | $374K | 0.0% | N/A | 0.449% | |
| 5/22/2023 | Arete Wealth Advisors LLC | 12,390 | $310K | 0.0% | N/A | 0.370% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 13,901 | $347K | 0.1% | N/A | 0.415% | |
| 5/3/2023 | J.W. Cole Advisors Inc. | 14,033 | $351K | 0.0% | +4.5% | 0.419% | |
| 5/2/2023 | HHM Wealth Advisors LLC | 5,020 | $125K | 0.0% | +30.2% | 0.150% | |
| 5/1/2023 | Arete Wealth Advisors LLC | 12,390 | $309.63B | 0.0% | N/A | 0.370% | |
| 5/1/2023 | CWM LLC | 121,165 | $3.03M | 0.0% | +1.9% | 3.617% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 12,714 | $318K | 0.0% | -3.2% | 0.380% | |
| 4/28/2023 | Strategic Blueprint LLC | 25,402 | $635K | 0.1% | +25.9% | 0.758% | |
