| 2/17/2025 | Focus Partners Wealth | 68,011 | $9.58M | 0.0% | N/A | 2.776% | |
| 2/17/2025 | Arrowroot Family Office LLC | 3,887 | $548K | 0.3% | -5.2% | 0.159% | |
| 2/14/2025 | Jane Street Group LLC | 2,635 | $371K | 0.0% | N/A | 0.108% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 8,805 | $1.24M | 0.0% | -5.5% | 0.359% | |
| 2/14/2025 | Stifel Financial Corp | 13,881 | $1.96M | 0.0% | -2.4% | 0.567% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 5,771 | $813K | 0.0% | N/A | 0.236% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 3,498 | $507K | 0.1% | N/A | 0.143% | |
| 2/13/2025 | Raymond James Financial Inc. | 8,805 | $1.24M | 0.0% | N/A | 0.359% | |
| 2/12/2025 | OLD Mission Capital LLC | 4,953 | $698K | 0.0% | -34.6% | 0.202% | |
| 2/12/2025 | Tucker Asset Management LLC | 312 | $44K | 0.0% | N/A | 0.013% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 2,234 | $315K | 0.0% | -27.1% | 0.091% | |
| 2/11/2025 | LPL Financial LLC | 85,799 | $12.09M | 0.0% | +19.1% | 3.502% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 6,890 | $971K | 0.0% | -1.9% | 0.281% | |
| 2/10/2025 | Tidemark LLC | 278 | $39K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Farther Finance Advisors LLC | 204 | $29K | 0.0% | -38.2% | 0.008% | |
| 2/6/2025 | Raymond James Financial Inc. | 8,805 | $1.24M | 0.0% | N/A | 0.359% | |
| 2/6/2025 | Interactive Financial Advisors Inc. | 8,162 | $1.15M | 0.6% | -2.1% | 0.333% | |
| 2/5/2025 | Cobblestone Capital Advisors LLC NY | 1,760 | $248K | 0.0% | -4.6% | 0.072% | |
| 2/5/2025 | Private Trust Co. NA | 251 | $35K | 0.0% | N/A | 0.010% | |
| 2/5/2025 | Nwam LLC | 4,130 | $582K | 0.0% | +26.0% | 0.169% | |
| 2/4/2025 | Genesis Wealth Advisors LLC | 49,042 | $6.91M | 6.0% | N/A | 2.002% | |
| 2/4/2025 | Capital Advisors Ltd. LLC | 19,712 | $2.78M | 0.4% | -5.0% | 0.805% | |
| 2/3/2025 | Blackston Financial Advisory Group LLC | 1,556 | $219K | 0.1% | -57.9% | 0.064% | |
| 1/31/2025 | Sanctuary Advisors LLC | 3,544 | $524K | 0.0% | -2.6% | 0.145% | |
| 1/31/2025 | Systelligence LLC | 180,284 | $25.40M | 6.3% | +47.4% | 7.359% | |
| 1/30/2025 | Root Financial Partners LLC | 2,534 | $357K | 0.0% | +4.3% | 0.103% | |
| 1/28/2025 | Hobart Private Capital LLC | 100,993 | $14.23M | 3.5% | +1.0% | 4.122% | |
| 1/27/2025 | Caitlin John LLC | 8,006 | $1.13M | 0.7% | -5.4% | 0.327% | |
| 1/27/2025 | Beacon Financial Planning Inc. | 19,089 | $2.69M | 1.6% | +2.6% | 0.779% | |
| 1/23/2025 | Synergy Asset Management LLC | 3,808 | $540K | 0.0% | +99.7% | 0.155% | |
| 1/23/2025 | Strategic Blueprint LLC | 12,839 | $1.81M | 0.1% | -7.9% | 0.524% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 112,696 | $15.88M | 0.3% | +7.6% | 4.600% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 4,000 | $564K | 0.0% | +100.0% | 0.163% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 179,382 | $25.27M | 5.1% | +0.3% | 7.322% | |
| 1/17/2025 | Cedar Point Capital Partners LLC | 68,241 | $9.61M | 6.5% | +0.4% | 2.785% | |
| 1/16/2025 | Royal Fund Management LLC | 5,981 | $851K | 0.1% | -73.0% | 0.244% | |
| 1/16/2025 | Pure Financial Advisors LLC | 42,056 | $5.93M | 0.1% | -1.2% | 1.717% | |
| 1/14/2025 | Professional Financial Advisors LLC | 24,585 | $3.46M | 0.9% | +5.5% | 1.003% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 8,443 | $1.21M | 0.0% | +92.2% | 0.345% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,063 | $438K | 0.0% | +22.8% | 0.125% | |
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| 11/25/2024 | Sanctuary Advisors LLC | 3,640 | $537K | 0.0% | +40.7% | 0.149% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 1,667 | $238K | 0.0% | N/A | 0.068% | |
| 11/15/2024 | FSA Wealth Management LLC | 200 | $29K | 0.0% | N/A | 0.008% | |
| 11/13/2024 | D.A. Davidson & CO. | 4,970 | $710K | 0.0% | -4.4% | 0.203% | |
| 11/12/2024 | Nwam LLC | 3,278 | $468K | 0.0% | N/A | 0.134% | |
| 11/5/2024 | Systelligence LLC | 122,269 | $17.47M | 4.3% | -3.8% | 4.991% | |
| 10/29/2024 | Cedar Point Capital Partners LLC | 67,974 | $9.71M | 6.7% | -3.7% | 2.774% | |
| 10/29/2024 | Pure Financial Advisors LLC | 42,556 | $6.08M | 0.1% | -0.5% | 1.737% | |
| 10/29/2024 | Farther Finance Advisors LLC | 330 | $47K | 0.0% | N/A | 0.013% | |
| 10/25/2024 | Strategic Blueprint LLC | 13,935 | $1.99M | 0.1% | +2.7% | 0.569% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 20,758 | $2.97M | 0.4% | -7.1% | 0.847% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,393 | $628K | 0.0% | -25.6% | 0.179% | |
| 10/23/2024 | Blackston Financial Advisory Group LLC | 3,694 | $528K | 0.3% | +129.7% | 0.151% | |
| 10/22/2024 | Private Advisor Group LLC | 3,465 | $495K | 0.0% | -6.7% | 0.141% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 104,749 | $14.97M | 0.3% | +64.3% | 4.275% | |
| 10/11/2024 | Creative Planning | 1,748 | $250K | 0.0% | +14.2% | 0.071% | |
| 10/10/2024 | Professional Financial Advisors LLC | 23,296 | $3.33M | 0.9% | -3.0% | 0.951% | |
| 10/8/2024 | Royal Fund Management LLC | 22,170 | $3.20M | 0.2% | +131.2% | 0.905% | |
| 10/8/2024 | Mather Group LLC. | 267 | $38K | 0.0% | N/A | 0.011% | |
| 10/2/2024 | First Community Trust NA | 901 | $129K | 0.1% | N/A | 0.037% | |
| 9/5/2024 | Sanctuary Advisors LLC | 2,587 | $339K | 0.0% | N/A | 0.106% | |
| 8/15/2024 | Beaird Harris Wealth Management LLC | 871 | $117K | 0.0% | -9.9% | 0.036% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 284 | $38K | 0.0% | N/A | 0.012% | |
| 8/6/2024 | Cobblestone Capital Advisors LLC NY | 1,845 | $247K | 0.0% | -13.2% | 0.075% | |
| 8/5/2024 | Synergy Asset Management LLC | 1,882 | $252K | 0.0% | -8.2% | 0.077% | |
| 8/3/2024 | Journey Advisory Group LLC | 30,691 | $4.12M | 0.5% | -4.6% | 1.253% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 63,773 | $8.55M | 0.2% | +4.7% | 2.603% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 1,853 | $248K | 0.0% | +5.9% | 0.076% | |
| 7/30/2024 | Hobart Private Capital LLC | 59,046 | $7.92M | 2.3% | -1.3% | 2.410% | |
| 7/29/2024 | Armbruster Capital Management Inc. | 182,552 | $24.48M | 5.1% | +1.2% | 7.451% | |
| 7/27/2024 | Strategic Blueprint LLC | 13,564 | $1.82M | 0.1% | +1.2% | 0.554% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 15,696 | $2.11M | 0.0% | +7.7% | 0.641% | |
| 7/25/2024 | Systelligence LLC | 127,162 | $17.05M | 4.5% | -1.4% | 5.190% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 22,334 | $3.00M | 0.4% | +12.0% | 0.912% | |
| 7/23/2024 | GYL Financial Synergies LLC | 67,379 | $9.04M | 0.7% | -2.8% | 2.750% | |
| 7/19/2024 | Beacon Financial Planning Inc. | 13,977 | $1.87M | 1.3% | +54.0% | 0.570% | |
| 7/18/2024 | Pure Financial Advisors LLC | 42,775 | $5.74M | 0.2% | -6.3% | 1.746% | |
| 7/18/2024 | Royal Fund Management LLC | 9,590 | $1.30M | 0.1% | -10.8% | 0.391% | |
| 7/18/2024 | Professional Financial Advisors LLC | 24,014 | $3.22M | 0.9% | +0.8% | 0.980% | |
| 7/17/2024 | Blackston Financial Advisory Group LLC | 1,608 | $216K | 0.1% | -19.0% | 0.066% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,337 | $984K | 0.0% | -18.7% | 0.299% | |
| 7/16/2024 | Cedar Point Capital Partners LLC | 70,612 | $9.47M | 7.1% | -1.1% | 2.882% | |
| 7/15/2024 | Melfa Wealth Management Inc. | 1,706 | $229K | 0.2% | -6.6% | 0.070% | |
| 7/15/2024 | Coastline Trust Co | 16,752 | $2.25M | 0.3% | +3.1% | 0.684% | |
| 7/11/2024 | Symmetry Partners LLC | 72,716 | $9.75M | 0.5% | -7.7% | 2.968% | |
| 5/30/2024 | Cambridge Trust Co. | 350 | $48K | 0.0% | N/A | 0.014% | |
| 5/22/2024 | Cedar Point Capital Partners LLC | 71,379 | $9.77M | 7.4% | +1.5% | 2.913% | |
| 5/17/2024 | Comerica Bank | 737 | $101K | 0.0% | -9.9% | 0.030% | |
| 5/10/2024 | Nwam LLC | 3,257 | $433K | 0.0% | +12.9% | 0.133% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 9,025 | $1.24M | 0.0% | -18.1% | 0.368% | |
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| 4/30/2024 | Private Advisor Group LLC | 3,715 | $509K | 0.0% | -49.8% | 0.152% | |
| 4/29/2024 | RWA Wealth Partners LLC | 1,489 | $204K | 0.0% | N/A | 0.061% | |
| 4/25/2024 | Professional Financial Advisors LLC | 23,822 | $3.26M | 0.9% | -0.7% | 0.972% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 14,568 | $2.00M | 0.0% | +17.0% | 0.595% | |
| 4/22/2024 | Beacon Financial Planning Inc. | 9,078 | $1.24M | 0.9% | +95.6% | 0.371% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 19,944 | $2.73M | 0.4% | +7.4% | 0.814% | |
| 4/18/2024 | Synergy Asset Management LLC | 2,049 | $281K | 0.0% | -35.0% | 0.084% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 5,900 | $808K | 0.0% | +5.4% | 0.241% | |
| 4/15/2024 | Hobart Private Capital LLC | 59,836 | $8.19M | 2.5% | -42.5% | 2.442% | |
| 4/12/2024 | Systelligence LLC | 129,005 | $17.67M | 4.6% | -0.2% | 6.262% | |
