| 2/17/2025 | Focus Partners Wealth | 16,178 | $323K | 0.0% | -5.0% | 0.360% | |
| 2/14/2025 | Jane Street Group LLC | 11,651 | $232K | 0.0% | -84.2% | 0.259% | |
| 2/14/2025 | Stifel Financial Corp | 57,632 | $1.15M | 0.0% | +424.4% | 1.281% | |
| 2/13/2025 | One Degree Advisors Inc | 178,418 | $3.82M | 1.6% | N/A | 3.965% | |
| 2/11/2025 | Prospect Financial Group LLC | 88,088 | $1.76M | 2.2% | N/A | 1.958% | |
| 2/10/2025 | Great Lakes Advisors LLC | 64,084 | $1.28M | 0.0% | -14.6% | 1.424% | |
| 2/6/2025 | Adventist Health System Sunbelt Healthcare Corp | 168,687 | $3.37M | 0.1% | +318.9% | 3.749% | |
| 1/28/2025 | American Financial & Tax Strategies Inc. | 218,614 | $4.36M | 2.3% | +3.6% | 4.858% | |
| 1/24/2025 | Resonant Capital Advisors LLC | 567,512 | $11.32M | 0.8% | +3.0% | 12.611% | |
| 1/22/2025 | Axiom Financial Strategies LLC | 322,748 | $6.44M | 3.6% | -0.3% | 7.172% | |
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| 1/17/2025 | Janney Montgomery Scott LLC | 33,457 | $667K | 0.0% | N/A | 0.743% | |
| 1/17/2025 | Evolution Wealth Advisors LLC | 59,600 | $1.19M | 0.2% | +138.5% | 1.324% | |
| 11/15/2024 | Jane Street Group LLC | 73,542 | $1.51M | 0.0% | +81.3% | 1.634% | |
| 11/15/2024 | Stifel Financial Corp | 10,991 | $225K | 0.0% | -19.7% | 0.244% | |
| 11/14/2024 | Flow Traders U.S. LLC | 23,514 | $482K | 0.0% | +14.2% | 0.523% | |
| 10/24/2024 | Inscription Capital LLC | 106,270 | $2.18M | 0.3% | -0.6% | 2.362% | |
| 10/23/2024 | Allworth Financial LP | 3,798 | $78K | 0.0% | -53.4% | 0.084% | |
| 10/22/2024 | Lake Street Private Wealth LLC | 185,725 | $3.81M | 0.6% | +5.4% | 4.127% | |
| 10/18/2024 | Resonant Capital Advisors LLC | 551,154 | $11.29M | 0.8% | +6.0% | 12.248% | |
| 10/1/2024 | Appleton Partners Inc. MA | 162,828 | $3.34M | 0.2% | +1.7% | 3.618% | |
| 8/14/2024 | Bank of Montreal Can | 20,650 | $441K | 0.0% | -42.2% | 0.459% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 23,568 | $480K | 0.0% | N/A | 0.524% | |
| 8/8/2024 | American Financial & Tax Strategies Inc. | 197,753 | $4.03M | 2.1% | -2.2% | 4.395% | |
| 8/1/2024 | Resonant Capital Advisors LLC | 519,850 | $10.58M | 0.9% | +10.6% | 11.552% | |
| 7/16/2024 | Guardian Asset Advisors LLC | 11,133 | $227K | 0.2% | -5.1% | 0.247% | |
| 7/2/2024 | Appleton Partners Inc. MA | 160,088 | $3.26M | 0.3% | +0.8% | 3.558% | |
| 5/20/2024 | Pacific Center for Financial Services | 2,253 | $45K | 0.0% | -17.1% | 0.050% | |
| 5/17/2024 | Creekmur Asset Management LLC | 5,844 | $116K | 0.0% | -59.8% | 0.130% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 10,806 | $215K | 0.0% | -26.4% | 0.240% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 11,736 | $233K | 0.2% | -32.9% | 0.261% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 470,038 | $9.34M | 0.8% | +7.5% | 10.445% | |
| 5/1/2024 | Northcape Wealth Management LLC | 43,928 | $873K | 0.3% | -4.4% | 0.965% | |
| 4/25/2024 | Gainplan LLC | 30,722 | $610K | 0.3% | +9.5% | 0.675% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 172,541 | $3.43M | 0.5% | +31.8% | 3.792% | |
| 4/10/2024 | Inscription Capital LLC | 97,091 | $2.00M | 0.7% | +1.0% | 1.494% | |
| 4/1/2024 | Appleton Partners Inc. MA | 158,763 | $3.16M | 0.2% | +8.0% | 2.443% | |
| 3/1/2024 | Creekmur Asset Management LLC | 14,529 | $282K | 0.1% | N/A | 0.224% | |
| 2/8/2024 | Gainplan LLC | 28,048 | $545K | 0.3% | -44.8% | 0.432% | |
| 2/8/2024 | Lee Financial Co | 6,904 | $134K | 0.0% | -21.1% | 0.106% | |
| 2/8/2024 | Great Lakes Advisors LLC | 140,849 | $2.74M | 0.0% | -24.4% | 2.167% | |
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| 2/8/2024 | Vise Technologies Inc. | 50,724 | $986K | 0.2% | -10.1% | 0.780% | |
| 2/5/2024 | Northcape Wealth Management LLC | 45,972 | $893K | 0.3% | -8.0% | 0.707% | |
| 1/31/2024 | Evolution Wealth Advisors LLC | 24,985 | $485K | 0.1% | N/A | 0.384% | |
| 1/31/2024 | Resonant Capital Advisors LLC | 437,243 | $8.50M | 0.8% | +136.2% | 6.727% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 14,691 | $285K | 0.0% | -13.0% | 0.226% | |
| 1/23/2024 | Upper Left Wealth Management LLC | 43,697 | $849K | 0.8% | N/A | 0.672% | |
| 1/18/2024 | Inscription Capital LLC | 96,128 | $1.87M | 0.5% | +15.9% | 1.479% | |
| 1/2/2024 | Appleton Partners Inc. MA | 147,000 | $2.86M | 0.2% | +3.9% | 2.262% | |
| 11/13/2023 | Kestra Advisory Services LLC | 32,119 | $693K | 0.0% | +5.1% | 0.494% | |
| 11/7/2023 | Great Lakes Advisors LLC | 186,361 | $4.02M | 0.0% | -87.1% | 2.867% | |
| 11/6/2023 | Northcape Wealth Management LLC | 49,952 | $1.08M | 0.4% | +11.9% | 0.768% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 15,230 | $329K | 0.0% | -65.2% | 0.234% | |
| 10/31/2023 | Resonant Capital Advisors LLC | 185,097 | $4.00M | 0.4% | +4.8% | 2.848% | |
| 10/30/2023 | Congress Wealth Management LLC DE | 30,627 | $661K | 0.0% | -18.1% | 0.471% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 114,217 | $2.47M | 0.0% | -3.4% | 1.757% | |
| 10/20/2023 | Lake Street Financial LLC | 195,437 | $4.27M | 0.8% | -23.4% | 3.007% | |
| 10/17/2023 | Inscription Capital LLC | 82,932 | $1.79M | 0.6% | +20.1% | 1.276% | |
| 10/16/2023 | Axiom Financial Strategies LLC | 262,267 | $5.66M | 3.8% | -40.2% | 4.035% | |
| 10/3/2023 | Appleton Partners Inc. MA | 141,511 | $3.06M | 0.3% | -0.6% | 2.177% | |
| 8/11/2023 | Buckingham Strategic Wealth LLC | 27,657 | $571K | 0.0% | N/A | 0.425% | |
| 8/11/2023 | Kestra Advisory Services LLC | 30,573 | $631K | 0.0% | -11.3% | 0.470% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 118,254 | $2.44M | 0.0% | -7.5% | 1.819% | |
| 8/10/2023 | Great Lakes Advisors LLC | 1,446,530 | $29.87M | 0.3% | +3.1% | 22.254% | |
| 8/9/2023 | Flow Traders U.S. LLC | 15,011 | $310K | 0.0% | N/A | 0.231% | |
| 8/8/2023 | Lee Financial Co | 9,040 | $187K | 0.0% | +146.3% | 0.139% | |
| 8/8/2023 | Vise Technologies Inc. | 67,801 | $1.40M | 0.3% | -6.1% | 1.043% | |
| 8/8/2023 | Gainplan LLC | 45,313 | $936K | 0.5% | +21.7% | 0.697% | |
| 8/7/2023 | Northcape Wealth Management LLC | 44,645 | $922K | 0.3% | +24.3% | 0.687% | |
| 8/2/2023 | Bank of Montreal Can | 52,662 | $1.13M | 0.0% | N/A | 0.731% | |
| 8/2/2023 | Beaumont Financial Advisors LLC | 17,006 | $351K | 0.0% | +7.9% | 0.236% | |
| 7/31/2023 | LPL Financial LLC | 20,402 | $421K | 0.0% | -29.5% | 0.283% | |
| 7/26/2023 | Resonant Capital Advisors LLC | 176,686 | $3.65M | 0.4% | +36.5% | 2.454% | |
| 7/18/2023 | Lake Street Financial LLC | 255,254 | $5.27M | 0.9% | -11.7% | 3.545% | |
| 7/14/2023 | Inscription Capital LLC | 69,059 | $1.43M | 0.4% | -58.4% | 0.959% | |
| 7/13/2023 | Congress Wealth Management LLC DE | 37,398 | $772K | 0.0% | -92.2% | 0.519% | |
| 7/10/2023 | Appleton Partners Inc. MA | 142,385 | $2.94M | 0.2% | +4.4% | 1.978% | |
| 5/19/2023 | Trivant Custom Portfolio Group LLC | 6,000 | $128K | 0.1% | N/A | 0.084% | |
| 5/18/2023 | Axiom Financial Strategies LLC | 396,776 | $8.43M | 4.7% | +33.1% | 5.549% | |
| 5/12/2023 | AXS Investments LLC | 2,400 | $51K | 0.0% | N/A | 0.034% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 127,789 | $2.72M | 0.0% | +32.5% | 1.787% | |
| 5/10/2023 | Vise Technologies Inc. | 72,241 | $1.54M | 0.4% | +78.3% | 1.010% | |
| 5/10/2023 | Great Lakes Advisors LLC | 1,403,093 | $29.82M | 0.3% | -5.2% | 19.624% | |
| 5/8/2023 | Beaumont Financial Advisors LLC | 15,767 | $335K | 0.0% | +9.0% | 0.221% | |
| 5/4/2023 | Barber Financial Group Inc. | 11,765 | $250K | 0.0% | N/A | 0.165% | |
| 5/2/2023 | Inscription Capital LLC | 166,000 | $3.53M | 0.9% | +139.3% | 2.322% | |
| 4/24/2023 | Gainplan LLC | 37,223 | $791K | 0.5% | +38.3% | 0.521% | |
| 4/21/2023 | Resonant Capital Advisors LLC | 129,482 | $2.75M | 0.3% | +1.7% | 1.693% | |
| 4/18/2023 | Financial Guidance Group Inc. | 17,620 | $374K | 0.3% | -3.8% | 0.230% | |
| 4/17/2023 | Lake Street Financial LLC | 289,029 | $6.14M | 1.1% | +43.1% | 3.778% | |
| 4/14/2023 | Congress Wealth Management LLC DE | 482,350 | $10.25M | 0.2% | -54.8% | 6.305% | |
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| 4/10/2023 | Appleton Partners Inc. MA | 136,445 | $2.90M | 0.3% | +3.8% | 1.784% | |
| 4/7/2023 | Trust Co. of Vermont | 2,050 | $44K | 0.0% | N/A | 0.027% | |
| 3/6/2023 | OLD Mission Capital LLC | 144,931 | $3.26M | 0.1% | +716.5% | 1.812% | |
| 2/10/2023 | Adventist Health System Sunbelt Healthcare Corp | 229,500 | $5.16M | 0.3% | +38.8% | 2.869% | |
| 2/10/2023 | Beacon Harbor Wealth Advisors Inc. | 156,393 | $3.52M | 1.2% | N/A | 1.955% | |
| 2/10/2023 | Vise Technologies Inc. | 40,508 | $911K | 0.3% | -48.0% | 0.506% | |
| 2/10/2023 | Gainplan LLC | 26,915 | $605K | 1.4% | +4.3% | 0.336% | |
| 2/9/2023 | Great Lakes Advisors LLC | 1,480,651 | $4.02M | 0.2% | -0.6% | 18.508% | |
| 2/9/2023 | Lee Financial Co | 2,035 | $46K | 0.0% | N/A | 0.025% | |
| 2/8/2023 | Belpointe Asset Management LLC | 1,624 | $37K | 0.0% | N/A | 0.020% | |
