| 2/17/2025 | Cetera Investment Advisers | 4,512 | $461K | 0.0% | +12.5% | 0.210% | |
| 2/17/2025 | Citadel Advisors LLC | 14,611 | $1.49M | 0.0% | +71.1% | 0.680% | |
| 2/17/2025 | Bank of America Corp DE | 113,583 | $11.61M | 0.0% | +21.8% | 5.283% | |
| 2/17/2025 | Ameriprise Financial Inc. | 9,051 | $925K | 0.0% | -12.2% | 0.421% | |
| 2/14/2025 | Jane Street Group LLC | 28,529 | $2.92M | 0.0% | -17.0% | 1.327% | |
| 2/14/2025 | Susquehanna International Group LLP | 31,884 | $3.26M | 0.0% | -46.9% | 1.483% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 131,612 | $13.45M | 0.2% | -2.3% | 6.121% | |
| 2/13/2025 | Montag & Caldwell LLC | 5,285 | $540K | 0.1% | N/A | 0.246% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 3,046 | $311K | 0.1% | +12.4% | 0.142% | |
| 2/13/2025 | Raymond James Financial Inc. | 2,151 | $220K | 0.0% | N/A | 0.100% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 21,084 | $2.16M | 0.0% | +3.9% | 0.981% | |
| 2/13/2025 | Wells Fargo & Company MN | 13,717 | $1.40M | 0.0% | +18.4% | 0.638% | |
| 2/12/2025 | Biondo Investment Advisors LLC | 11,445 | $1.17M | 0.2% | +2.5% | 0.532% | |
| 2/12/2025 | JPMorgan Chase & Co. | 101,074 | $10.33M | 0.0% | -56.1% | 4.701% | |
| 2/11/2025 | WorthPointe LLC | 3,925 | $401K | 0.2% | N/A | 0.183% | |
| 2/11/2025 | Modern Wealth Management LLC | 4,435 | $456K | 0.0% | -5.3% | 0.206% | |
| 2/11/2025 | LPL Financial LLC | 11,411 | $1.17M | 0.0% | -1.9% | 0.531% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,054 | $414K | 0.0% | +13.9% | 0.189% | |
| 2/7/2025 | AMG National Trust Bank | 2,450 | $250K | 0.0% | -3.9% | 0.114% | |
| 2/7/2025 | Destination Wealth Management | 176,681 | $18.06M | 0.6% | +2.5% | 8.218% | |
| 2/6/2025 | Raymond James Financial Inc. | 2,151 | $220K | 0.0% | N/A | 0.100% | |
| 2/6/2025 | Assetmark Inc. | 351,280 | $35.91M | 0.1% | -5.6% | 16.339% | |
| 2/6/2025 | Keybank National Association OH | 35,913 | $3.67M | 0.0% | +7.8% | 1.670% | |
| 2/6/2025 | TSA Wealth Managment LLC | 5,482 | $560K | 0.2% | -8.2% | 0.255% | |
| 2/6/2025 | Kelly Financial Group LLC | 23,659 | $2.42M | 0.8% | N/A | 1.100% | |
| 2/6/2025 | Shared Vision Wealth Group LLC | 3,341 | $342K | 0.2% | -10.9% | 0.155% | |
| 2/5/2025 | US Bancorp DE | 92,042 | $9.41M | 0.0% | -1.8% | 4.281% | |
| 2/5/2025 | Bryn Mawr Capital Management LLC | 10,855 | $1.11M | 0.1% | -3.1% | 0.505% | |
| 2/3/2025 | Bryn Mawr Capital Management LLC | 11,420 | $1.11M | 0.0% | +2.0% | 0.531% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 2,024 | $207K | 0.0% | +6.8% | 0.094% | |
| 1/31/2025 | Truist Financial Corp | 2,605 | $266K | 0.0% | +8.9% | 0.121% | |
| 1/31/2025 | 5T Wealth LLC | 5,865 | $600K | 0.3% | N/A | 0.273% | |
| 1/31/2025 | Sanctuary Advisors LLC | 31,526 | $3.24M | 0.0% | -1.4% | 1.466% | |
| 1/30/2025 | Aveo Capital Partners LLC | 36,589 | $3.74M | 0.4% | +0.7% | 1.702% | |
| 1/29/2025 | Kickstand Ventures LLC. | 3,802 | $389K | 0.1% | -4.5% | 0.177% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 2,343 | $240K | 0.1% | N/A | 0.109% | |
| 1/24/2025 | DAVENPORT & Co LLC | 3,499 | $358K | 0.0% | +4.8% | 0.163% | |
| 1/23/2025 | Colton Groome Financial Advisors LLC | 28,943 | $2.96M | 1.1% | -0.8% | 1.346% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 5,345 | $546K | 0.0% | -2.3% | 0.249% | |
| 1/16/2025 | Wooster Corthell Wealth Management Inc. | 6,922 | $708K | 0.2% | -2.7% | 0.322% | |
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| 1/15/2025 | Cypress Wealth Services LLC | 3,756 | $384K | 0.1% | -6.1% | 0.175% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 2,919 | $298K | 0.0% | N/A | 0.136% | |
| 1/13/2025 | Marcum Wealth LLC | 27,787 | $2.84M | 0.2% | N/A | 1.292% | |
| 12/26/2024 | JPMorgan Chase & Co. | 230,467 | $24.62M | 0.0% | -2.8% | 10.719% | |
| 11/25/2024 | Destination Wealth Management | 172,390 | $18.42M | 0.6% | +2.6% | 8.018% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 4,580 | $489K | 0.0% | N/A | 0.213% | |
| 11/25/2024 | Sanctuary Advisors LLC | 31,988 | $3.30M | 0.0% | -5.7% | 1.488% | |
| 11/15/2024 | Jane Street Group LLC | 34,379 | $3.67M | 0.0% | +253.7% | 1.599% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 3,205 | $342K | 0.0% | -6.6% | 0.149% | |
| 11/15/2024 | Hilltop Holdings Inc. | 10,701 | $1.14M | 0.1% | +5.9% | 0.498% | |
| 11/15/2024 | Ascent Group LLC | 2,601 | $278K | 0.0% | -29.6% | 0.121% | |
| 11/12/2024 | Alesco Advisors LLC | 2,485 | $265K | 0.0% | N/A | 0.116% | |
| 11/9/2024 | German American Bancorp Inc. | 3,937 | $421K | 0.0% | +34.0% | 0.183% | |
| 11/7/2024 | AMG National Trust Bank | 2,550 | $272K | 0.0% | -36.0% | 0.119% | |
| 11/6/2024 | TSA Wealth Managment LLC | 5,970 | $638K | 0.3% | -3.9% | 0.278% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 134,651 | $14.39M | 0.2% | -7.6% | 6.263% | |
| 11/1/2024 | Assetmark Inc. | 372,200 | $39.77M | 0.1% | -2.5% | 17.312% | |
| 10/28/2024 | US Bancorp DE | 93,767 | $10.02M | 0.0% | +1.0% | 4.361% | |
| 10/24/2024 | Colton Groome Financial Advisors LLC | 29,165 | $3.12M | 1.2% | -6.9% | 1.357% | |
| 10/22/2024 | Private Advisor Group LLC | 3,074 | $328K | 0.0% | -8.2% | 0.143% | |
| 10/22/2024 | Wooster Corthell Wealth Management Inc. | 7,117 | $760K | 0.2% | -6.4% | 0.331% | |
| 9/5/2024 | Sanctuary Advisors LLC | 33,922 | $3.42M | 0.0% | N/A | 1.578% | |
| 8/16/2024 | Ascent Group LLC | 3,696 | $380K | 0.0% | -13.8% | 0.172% | |
| 8/16/2024 | Susquehanna International Group LLP | 55,521 | $5.70M | 0.0% | -34.7% | 2.582% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 19,594 | $2.01M | 0.0% | +6.7% | 0.911% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,537 | $158K | 0.0% | -23.8% | 0.071% | |
| 8/6/2024 | Hanlon Investment Management Inc. | 2,715 | $279K | 0.1% | +8.0% | 0.126% | |
| 8/2/2024 | Aveo Capital Partners LLC | 35,244 | $3.62M | 0.4% | +1.3% | 1.639% | |
| 7/30/2024 | Bryn Mawr Capital Management LLC | 10,958 | $1.13M | 0.1% | +3.6% | 0.510% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 2,497 | $257K | 0.0% | -14.0% | 0.116% | |
| 7/27/2024 | TSA Wealth Managment LLC | 6,213 | $638K | 0.3% | -46.3% | 0.289% | |
| 7/25/2024 | AMG National Trust Bank | 3,985 | $409K | 0.0% | +42.3% | 0.185% | |
| 7/25/2024 | Wooster Corthell Wealth Management Inc. | 7,603 | $781K | 0.2% | -4.4% | 0.354% | |
| 7/25/2024 | Destination Wealth Management | 167,974 | $17.25M | 0.6% | +1.9% | 7.813% | |
| 7/24/2024 | Colton Groome Financial Advisors LLC | 31,319 | $3.22M | 1.3% | -2.5% | 1.457% | |
| 7/10/2024 | Csenge Advisory Group | 11,782 | $1.21M | 0.1% | -10.4% | 0.548% | |
| 5/16/2024 | Jane Street Group LLC | 50,156 | $5.19M | 0.0% | -23.3% | 2.333% | |
| 5/15/2024 | Ascent Group LLC | 4,288 | $444K | 0.0% | -68.5% | 0.199% | |
| 5/8/2024 | TSA Wealth Managment LLC | 11,571 | $1.20M | 0.5% | -3.3% | 0.538% | |
| 5/8/2024 | US Bancorp DE | 100,700 | $10.43M | 0.0% | -0.2% | 4.684% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,648 | $378K | 0.0% | -24.9% | 0.170% | |
| 5/4/2024 | Csenge Advisory Group | 13,150 | $1.36M | 0.1% | -34.8% | 0.612% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 10,578 | $1.10M | 0.1% | +30.0% | 0.492% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 2,515 | $260K | 0.1% | -20.4% | 0.117% | |
| 5/1/2024 | Private Advisor Group LLC | 3,599 | $373K | 0.0% | -29.1% | 0.167% | |
| 4/30/2024 | Wooster Corthell Wealth Management Inc. | 7,954 | $824K | 0.2% | -7.1% | 0.370% | |
| 4/26/2024 | UMB Bank n.a. | 454 | $47K | 0.0% | N/A | 0.021% | |
| 4/18/2024 | Tower Wealth Partners Inc. | 3,872 | $401K | 0.3% | +4.4% | 0.258% | |
| 4/18/2024 | Colton Groome Financial Advisors LLC | 32,134 | $3.33M | 1.3% | -0.9% | 2.142% | |
| 4/16/2024 | Cypress Wealth Services LLC | 4,016 | $416K | 0.1% | -3.3% | 0.268% | |
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| 4/13/2024 | Affinity Capital Advisors LLC | 3,397 | $352K | 0.1% | -23.8% | 0.226% | |
| 2/23/2024 | Beacon Financial Group | 1,933 | $203K | 0.0% | N/A | 0.129% | |
| 2/12/2024 | Hilltop Holdings Inc. | 9,142 | $962K | 0.1% | +11.4% | 0.609% | |
| 2/9/2024 | US Bancorp DE | 100,854 | $10.61M | 0.0% | +40.7% | 6.724% | |
| 2/9/2024 | TSA Wealth Managment LLC | 11,963 | $1.26M | 0.6% | N/A | 0.798% | |
| 2/9/2024 | Hanlon Investment Management Inc. | 3,159 | $332K | 0.1% | -39.1% | 0.211% | |
| 2/9/2024 | Assetmark Inc. | 983,157 | $103.46M | 0.4% | -8.9% | 65.544% | |
| 2/8/2024 | AMG National Trust Bank | 2,950 | $310K | 0.0% | -60.5% | 0.197% | |
| 2/8/2024 | Kickstand Ventures LLC. | 4,119 | $433K | 0.1% | -17.5% | 0.275% | |
| 2/8/2024 | First United Bank & Trust | 623 | $66K | 0.0% | N/A | 0.042% | |
