| 2/18/2025 | Glen Eagle Advisors LLC | 7,620 | $552K | 0.1% | -11.5% | 0.089% | |
| 2/17/2025 | Cetera Investment Advisers | 18,181 | $1.32M | 0.0% | +7.3% | 0.211% | |
| 2/17/2025 | Citadel Advisors LLC | 5,613 | $407K | 0.0% | +91.1% | 0.065% | |
| 2/17/2025 | Bank of America Corp DE | 12,161 | $881K | 0.0% | -5.9% | 0.141% | |
| 2/14/2025 | Jane Street Group LLC | 48,875 | $3.54M | 0.0% | +252.4% | 0.568% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 607,261 | $43.98M | 0.5% | +33.2% | 7.061% | |
| 2/14/2025 | MGO One Seven LLC | 459,693 | $33.30M | 1.3% | +24.1% | 5.345% | |
| 2/14/2025 | Transce3nd LLC | 351 | $25K | 0.0% | N/A | 0.004% | |
| 2/13/2025 | Bessemer Group Inc. | 1,463 | $106K | 0.0% | N/A | 0.017% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,376 | $969K | 0.0% | N/A | 0.156% | |
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| 2/13/2025 | Cerity Partners LLC | 9,652 | $699K | 0.0% | +74.8% | 0.112% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,573 | $1.06M | 0.0% | +5.1% | 0.169% | |
| 2/11/2025 | LPL Financial LLC | 97,362 | $7.05M | 0.0% | +30.2% | 1.132% | |
| 2/11/2025 | Whittier Trust Co. | 535 | $39K | 0.0% | N/A | 0.006% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 6,447 | $467K | 0.3% | N/A | 0.075% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 161,081 | $11.67M | 0.9% | N/A | 1.873% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 16,059 | $1.16M | 0.0% | +167.7% | 0.187% | |
| 2/10/2025 | Farther Finance Advisors LLC | 15,241 | $1.10M | 0.0% | -18.2% | 0.177% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,376 | $969K | 0.0% | N/A | 0.156% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,399 | $319K | 0.0% | -4.9% | 0.051% | |
| 2/4/2025 | Bank of New York Mellon Corp | 308,966 | $22.38M | 0.0% | +13.5% | 3.593% | |
| 1/31/2025 | Treasure Coast Financial Planning | 26,164 | $1.90M | 1.2% | +10.9% | 0.304% | |
| 1/30/2025 | Principal Securities Inc. | 5,384 | $390K | 0.0% | +5.6% | 0.063% | |
| 1/28/2025 | Advisory Resource Group | 76,468 | $5.54M | 1.2% | +15.5% | 0.889% | |
| 1/23/2025 | Alta Wealth Advisors LLC | 13,750 | $996K | 0.4% | N/A | 0.160% | |
| 1/15/2025 | Arkadios Wealth Advisors | 12,682 | $919K | 0.1% | -10.6% | 0.147% | |
| 1/15/2025 | RPOA Advisors Inc. | 4,046,888 | $293.12M | 7.9% | +1.2% | 47.057% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 574,379 | $41.60M | 7.7% | +4.1% | 6.679% | |
| 11/25/2024 | Sanctuary Advisors LLC | 2,761 | $205K | 0.0% | N/A | 0.032% | |
| 11/20/2024 | Advisory Resource Group | 66,201 | $5.24M | 1.1% | +6.4% | 0.770% | |
| 11/15/2024 | MML Investors Services LLC | 3,051 | $242K | 0.0% | N/A | 0.035% | |
| 11/15/2024 | Jane Street Group LLC | 13,871 | $1.10M | 0.0% | -76.9% | 0.161% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 455,934 | $36.10M | 0.4% | -2.6% | 5.302% | |
| 11/13/2024 | FMR LLC | 739 | $59K | 0.0% | +26.5% | 0.009% | |
| 11/12/2024 | Cerity Partners LLC | 5,522 | $437K | 0.0% | N/A | 0.064% | |
| 11/5/2024 | Total Investment Management Inc. | 731,218 | $57.89M | 6.5% | +10.9% | 8.503% | |
| 10/29/2024 | Farther Finance Advisors LLC | 18,639 | $1.48M | 0.1% | -18.3% | 0.217% | |
| 10/24/2024 | Arkadios Wealth Advisors | 14,178 | $1.12M | 0.1% | +4.7% | 0.165% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 551,986 | $43.70M | 8.4% | +3.3% | 6.418% | |
| 10/15/2024 | Zhang Financial LLC | 33,514 | $2.65M | 0.2% | -2.4% | 0.390% | |
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| 10/7/2024 | RPOA Advisors Inc. | 3,997,165 | $316.46M | 8.4% | +6.2% | 46.479% | |
| 8/22/2024 | Cetera Investment Advisers | 15,974 | $1.19M | 0.0% | +56.5% | 0.186% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,400 | $476K | 0.0% | +2,315.1% | 0.074% | |
| 8/7/2024 | MGO One Seven LLC | 363,086 | $27.02M | 1.3% | N/A | 4.222% | |
| 8/7/2024 | Total Investment Management Inc. | 659,342 | $49.07M | 6.5% | +2.0% | 7.667% | |
| 7/31/2024 | Farther Finance Advisors LLC | 22,800 | $1.68M | 0.1% | -5.5% | 0.265% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 2,862 | $213K | 0.0% | N/A | 0.033% | |
| 7/29/2024 | Arkadios Wealth Advisors | 13,537 | $1.01M | 0.1% | N/A | 0.157% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 23,400 | $1.74M | 0.0% | +16.9% | 0.272% | |
| 7/26/2024 | Bank of New York Mellon Corp | 268,642 | $19.99M | 0.0% | +6.4% | 3.124% | |
| 7/24/2024 | Advisory Resource Group | 62,223 | $4.63M | 1.0% | -5.3% | 0.724% | |
| 7/20/2024 | Zhang Financial LLC | 34,340 | $2.56M | 0.2% | -0.6% | 0.399% | |
| 7/13/2024 | RPOA Advisors Inc. | 3,762,731 | $280.01M | 7.9% | -4.9% | 43.753% | |
| 7/9/2024 | Mather Group LLC. | 337 | $26K | 0.0% | N/A | 0.004% | |
| 7/2/2024 | Marcum Wealth LLC | 3,424 | $255K | 0.0% | N/A | 0.040% | |
| 5/17/2024 | Advisory Resource Group | 65,727 | $4.97M | 1.1% | +1.2% | 0.764% | |
| 5/15/2024 | Flow Traders U.S. LLC | 67,940 | $5.14M | 0.3% | +103.7% | 0.790% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 513,491 | $38.83M | 8.3% | +6.7% | 5.971% | |
| 5/10/2024 | Rodgers & Associates LTD | 2,860 | $216K | 0.0% | N/A | 0.033% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,014 | $1.51M | 0.0% | N/A | 0.238% | |
| 4/16/2024 | Total Investment Management Inc. | 646,414 | $48.88M | 6.1% | +1.0% | 9.437% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 3,351 | $239K | 0.0% | N/A | 0.049% | |
| 2/7/2024 | Principal Securities Inc. | 4,882 | $349K | 0.0% | N/A | 0.071% | |
| 2/6/2024 | Lincoln National Corp | 20,974 | $1.50M | 0.0% | N/A | 0.306% | |
| 2/2/2024 | Total Investment Management Inc. | 640,175 | $45.75M | 5.8% | +4.5% | 9.346% | |
| 2/1/2024 | Treasure Coast Financial Planning | 24,214 | $1.73M | 1.2% | +5.6% | 0.353% | |
| 1/31/2024 | Zhang Financial LLC | 34,468 | $2.46M | 0.2% | -2.7% | 0.503% | |
| 1/26/2024 | Keener Financial Planning LLC | 633 | $45K | 0.0% | N/A | 0.009% | |
| 1/18/2024 | Blue Trust Inc. | 1,904 | $124K | 0.0% | N/A | 0.028% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,831 | $345K | 0.0% | +4.3% | 0.071% | |
| 1/11/2024 | Advisory Resource Group | 64,965 | $4.64M | 1.2% | +1.9% | 0.948% | |
| 1/4/2024 | Compass Wealth Management LLC | 1,164 | $83K | 0.0% | N/A | 0.017% | |
| 12/5/2023 | Advisory Resource Group | 63,734 | $4.16M | 1.1% | +1.9% | 0.930% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 519,664 | $33.91M | 0.6% | +3.7% | 7.586% | |
| 10/24/2023 | Total Investment Management Inc. | 612,502 | $39.97M | 5.7% | +12.7% | 8.942% | |
| 10/24/2023 | Bank of New York Mellon Corp | 250,692 | $16.36M | 0.0% | -33.9% | 3.660% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,631 | $302K | 0.0% | +13.4% | 0.068% | |
| 10/23/2023 | Sentinel Pension Advisors Inc. | 454,476 | $29.66M | 7.2% | -0.1% | 6.635% | |
| 10/11/2023 | Zhang Financial LLC | 35,425 | $2.31M | 0.2% | -4.3% | 0.517% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 827 | $54K | 0.0% | +70.5% | 0.012% | |
| 9/12/2023 | Farther Finance Advisors LLC | 27,993 | $1.94M | 0.4% | +40.7% | 0.409% | |
| 8/9/2023 | Flow Traders U.S. LLC | 92,974 | $6.43M | 0.3% | -67.3% | 1.357% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 485 | $34K | 0.0% | -47.8% | 0.007% | |
| 8/3/2023 | Bank of New York Mellon Corp | 378,978 | $26.22M | 0.0% | -2.4% | 5.699% | |
| 7/31/2023 | LPL Financial LLC | 16,905 | $1.17M | 0.0% | +22.7% | 0.254% | |
| 7/21/2023 | Treasure Coast Financial Planning | 23,010 | $1.59M | 1.1% | +11.8% | 0.346% | |
| 7/18/2023 | Zhang Financial LLC | 37,019 | $2.55M | 0.3% | -10.0% | 0.557% | |
| 7/18/2023 | Sentinel Pension Advisors Inc. | 455,112 | $31.48M | 7.6% | +1.6% | 6.844% | |
| 7/11/2023 | Advisory Resource Group | 62,542 | $4.33M | 1.2% | -3.0% | 0.940% | |
| 7/6/2023 | Total Investment Management Inc. | 543,373 | $37.59M | 4.9% | +76.3% | 8.171% | |
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| 5/15/2023 | Flow Traders U.S. LLC | 284,001 | $19.06M | 0.8% | N/A | 4.271% | |
| 5/11/2023 | Zhang Financial LLC | 41,123 | $2.76M | 0.3% | -13.2% | 0.618% | |
| 5/9/2023 | Bank of New York Mellon Corp | 388,448 | $26.07M | 0.0% | +1.2% | 5.841% | |
| 5/4/2023 | Treasure Coast Financial Planning | 20,575 | $1.38M | 1.0% | -6.3% | 0.807% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 571,791 | $38.37M | 0.8% | +25.6% | 22.423% | |
| 4/28/2023 | Sentinel Pension Advisors Inc. | 447,798 | $29.90M | 7.6% | -3.8% | 17.561% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 930 | $62K | 0.0% | -21.7% | 0.036% | |
| 3/6/2023 | OLD Mission Capital LLC | 3,416 | $213K | 0.0% | N/A | 0.134% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 455,245 | $28.36M | 0.8% | +3.8% | 19.372% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 56,272 | $3.51M | 0.0% | +17.5% | 2.395% | |
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