| 8/1/2025 | Transcend Capital Advisors LLC | 111,977 | $3.26M | 0.2% | -24.1% | 0.326% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 359,314 | $10.47M | 0.0% | -6.5% | 1.046% | |
| 7/30/2025 | Strategic Blueprint LLC | 24,396 | $711K | 0.0% | +4.2% | 0.071% | |
| 7/30/2025 | Towneley Capital Management Inc DE | 1,165,035 | $33.93M | 7.8% | -1.6% | 3.604% | |
| 7/29/2025 | International Assets Investment Management LLC | 7,630 | $222K | 0.0% | N/A | 0.024% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 54,782 | $1.60M | 0.0% | +41.1% | 0.169% | |
| 7/28/2025 | WJ Wealth Management LLC | 566,428 | $16.50M | 5.2% | -1.4% | 1.752% | |
| 7/28/2025 | Harbour Investments Inc. | 15,780 | $460K | 0.0% | +6.7% | 0.049% | |
| 7/25/2025 | Bill Few Associates Inc. | 20,146 | $587K | 0.2% | -14.6% | 0.062% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 14,988 | $437K | 0.4% | N/A | 0.047% | |
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| 7/23/2025 | Joel Isaacson & Co. LLC | 69,180 | $2.02M | 0.1% | +89.6% | 0.216% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 260,258 | $7.58M | 0.2% | +125.4% | 0.811% | |
| 7/18/2025 | Provident Wealth Management LLC | 81,535 | $2.38M | 0.8% | -5.1% | 0.255% | |
| 7/18/2025 | Truist Financial Corp | 57,023 | $1.66M | 0.0% | -4.6% | 0.178% | |
| 7/17/2025 | Bluesphere Advisors LLC | 18,125 | $528K | 0.3% | N/A | 0.057% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 15,064 | $439K | 0.0% | -7.2% | 0.047% | |
| 7/17/2025 | Archford Capital Strategies LLC | 208,854 | $6.08M | 0.8% | -26.5% | 0.655% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 39,797 | $1.16M | 0.7% | +21.2% | 0.125% | |
| 7/16/2025 | Independent Wealth Network Inc. | 23,292 | $678K | 0.2% | +20.3% | 0.073% | |
| 7/15/2025 | Avaii Wealth Management LLC | 18,806 | $548K | 0.2% | -27.0% | 0.059% | |
| 7/15/2025 | Carr Financial Group Corp | 11,393 | $332K | 0.1% | N/A | 0.036% | |
| 7/15/2025 | Fifth Third Bancorp | 99,424 | $2.90M | 0.0% | +9,609.4% | 0.312% | |
| 7/14/2025 | Golden State Equity Partners | 179,423 | $5.23M | 1.0% | -18.5% | 0.564% | |
| 7/11/2025 | Lantz Financial LLC | 106,154 | $3.09M | 0.8% | +9.3% | 0.334% | |
| 7/10/2025 | Moody National Bank Trust Division | 39,636 | $1.15M | 0.1% | -3.2% | 0.125% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,762,427 | $81.05M | 0.1% | -0.9% | 8.701% | |
| 7/10/2025 | Financial Management Network Inc. | 154,799 | $4.54M | 0.8% | +8.2% | 0.488% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 8,650 | $254K | 0.1% | -19.5% | 0.027% | |
| 5/15/2025 | Royal Bank of Canada | 486,102 | $11.91M | 0.0% | +11.9% | 1.615% | |
| 5/14/2025 | Synovus Financial Corp | 370,541 | $9.08M | 0.1% | +28.5% | 1.231% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,825 | $69K | 0.0% | N/A | 0.009% | |
| 5/13/2025 | Tyler Stone Wealth Management | 45,110 | $1.11M | 0.2% | +9.7% | 0.150% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,033,922 | $25.33M | 0.0% | +36.1% | 3.435% | |
| 5/12/2025 | Benjamin Edwards Inc. | 85,470 | $2.09M | 0.0% | +6.3% | 0.294% | |
| 5/9/2025 | Leisure Capital Management | 450,924 | $11.05M | 4.5% | +13.3% | 1.550% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 903,418 | $22.13M | 0.0% | +14.7% | 3.105% | |
| 5/8/2025 | Harbour Investments Inc. | 14,794 | $362K | 0.0% | -6.9% | 0.051% | |
| 5/7/2025 | Financial Management Network Inc. | 143,055 | $3.51M | 0.7% | +5.4% | 0.492% | |
| 5/7/2025 | LPL Financial LLC | 4,084,841 | $100.08M | 0.0% | +3.2% | 14.037% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 174,067 | $4.27M | 0.0% | +3.1% | 0.598% | |
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| 5/5/2025 | Private Advisor Group LLC | 416,415 | $10.20M | 0.1% | +5.0% | 1.431% | |
| 5/2/2025 | Independent Wealth Network Inc. | 19,357 | $474K | 0.2% | +153.6% | 0.067% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 2,193,040 | $53.73M | 13.1% | +5.4% | 7.536% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 38,834 | $951K | 0.0% | +47.7% | 0.133% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 384,290 | $9.42M | 0.0% | +14.8% | 1.321% | |
| 4/29/2025 | Bank of New York Mellon Corp | 14,707 | $360K | 0.0% | N/A | 0.051% | |
| 4/29/2025 | Strategic Blueprint LLC | 23,407 | $573K | 0.0% | +34.8% | 0.080% | |
| 4/28/2025 | Private Trust Co. NA | 7,751 | $190K | 0.0% | +14.8% | 0.027% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 36,480 | $894K | 0.0% | +49.2% | 0.125% | |
| 4/25/2025 | Convergence Financial LLC | 46,492 | $1.14M | 0.2% | +142.0% | 0.160% | |
| 4/25/2025 | WJ Wealth Management LLC | 574,706 | $14.08M | 5.0% | -25.1% | 1.975% | |
| 4/24/2025 | Golden State Wealth Management LLC | 580,107 | $14.21M | 2.1% | +3.2% | 1.993% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 147,596 | $3.62M | 0.3% | -3.7% | 0.507% | |
| 4/23/2025 | SFG Wealth Management LLC. | 44,761 | $1.10M | 0.5% | -15.8% | 0.154% | |
| 4/23/2025 | Western Wealth Management LLC | 49,563 | $1.21M | 0.1% | +3.0% | 0.170% | |
| 4/23/2025 | SOL Capital Management CO | 342,845 | $8.40M | 0.9% | +16.3% | 1.178% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,050,298 | $25.73M | 1.9% | +86.8% | 3.609% | |
| 4/23/2025 | Golden State Equity Partners | 220,259 | $5.40M | 1.1% | -7.5% | 0.757% | |
| 4/23/2025 | Archford Capital Strategies LLC | 284,326 | $6.97M | 1.0% | +409.7% | 0.977% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 47,410 | $1.16M | 0.6% | +258.1% | 0.163% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 11,141 | $273K | 0.0% | -19.7% | 0.038% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 98,106 | $2.40M | 0.0% | -17.4% | 0.337% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 10,750 | $244K | 0.1% | +6.7% | 0.037% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 32,831 | $804K | 0.5% | +81.4% | 0.113% | |
| 4/21/2025 | Provident Wealth Management LLC | 85,947 | $2.11M | 0.7% | -18.7% | 0.295% | |
| 4/21/2025 | United Advisor Group LLC | 16,580 | $406K | 0.1% | +4.4% | 0.057% | |
| 4/18/2025 | Wolf Group Capital Advisors | 13,548 | $332K | 0.1% | -24.7% | 0.050% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 16,226 | $398K | 0.0% | -5.6% | 0.059% | |
| 4/16/2025 | Avaii Wealth Management LLC | 25,777 | $632K | 0.3% | +14.9% | 0.094% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,787,052 | $68.28M | 0.1% | +2.2% | 10.209% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 14,090 | $345K | 0.0% | N/A | 0.052% | |
| 4/15/2025 | Fifth Third Bancorp | 1,024 | $25K | 0.0% | -50.0% | 0.004% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 115,489 | $2.83M | 0.1% | +18.2% | 0.423% | |
| 4/11/2025 | Towneley Capital Management Inc DE | 1,183,767 | $29.00M | 6.8% | +4.9% | 4.336% | |
| 4/11/2025 | Northwest Financial Advisors | 12,230 | $300K | 0.2% | -23.3% | 0.045% | |
| 4/8/2025 | Lantz Financial LLC | 97,145 | $2.38M | 0.7% | +10.2% | 0.356% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,207 | $30K | 0.0% | N/A | 0.004% | |
| 4/4/2025 | Moody National Bank Trust Division | 40,929 | $1.00M | 0.1% | +17.5% | 0.150% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,725,795 | $74.17M | 0.1% | +6.8% | 10.178% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 158,303 | $4.31M | 0.1% | -8.3% | 0.911% | |
| 2/24/2025 | United Advisor Group LLC | 15,881 | $432K | 0.1% | +18.7% | 0.091% | |
| 2/18/2025 | GTS Securities LLC | 33,595 | $914K | 0.0% | +119.4% | 0.193% | |
| 2/18/2025 | First Heartland Consultants Inc. | 13,350 | $363K | 0.0% | -17.7% | 0.077% | |
| 2/17/2025 | Two Sigma Investments LP | 82,500 | $2.25M | 0.0% | N/A | 0.475% | |
| 2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 7,366 | $200K | 0.0% | N/A | 0.042% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 58,846 | $1.60M | 0.1% | N/A | 0.339% | |
| 2/17/2025 | Benjamin Edwards Inc. | 80,398 | $2.19M | 0.0% | -2.1% | 0.463% | |
| 2/17/2025 | Ameriprise Financial Inc. | 64,832 | $1.76M | 0.0% | N/A | 0.373% | |
| 2/14/2025 | Jane Street Group LLC | 12,202 | $332K | 0.0% | -17.4% | 0.070% | |
| 2/14/2025 | IHT Wealth Management LLC | 316,807 | $8.62M | 0.3% | +2.1% | 1.823% | |
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| 2/14/2025 | MML Investors Services LLC | 145,933 | $3.97M | 0.0% | -0.5% | 0.840% | |
| 2/13/2025 | Mariner LLC | 9,113 | $248K | 0.0% | N/A | 0.052% | |
| 2/13/2025 | Synovus Financial Corp | 288,391 | $7.85M | 0.1% | +13.5% | 1.659% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 13,975 | $380K | 0.0% | N/A | 0.080% | |
| 2/13/2025 | Raymond James Financial Inc. | 759,642 | $20.67M | 0.0% | N/A | 4.371% | |
| 2/13/2025 | Waterloo Capital L.P. | 62,773 | $1.71M | 0.2% | +59.8% | 0.361% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 334,861 | $9.11M | 0.0% | +1.1% | 1.927% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 13,307 | $362K | 0.0% | N/A | 0.077% | |
| 2/12/2025 | OLD Mission Capital LLC | 19,658 | $535K | 0.0% | N/A | 0.113% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 18,103 | $493K | 0.3% | +118.1% | 0.104% | |
