| 2/17/2025 | Quantinno Capital Management LP | 3,690 | $257K | 0.0% | -27.2% | 0.027% | |
| 2/17/2025 | CoreCap Advisors LLC | 14,148 | $985K | 0.0% | N/A | 0.104% | |
| 2/17/2025 | Cetera Investment Advisers | 18,194 | $1.27M | 0.0% | +5.5% | 0.134% | |
| 2/17/2025 | Bank of America Corp DE | 415,720 | $28.96M | 0.0% | -1.1% | 3.068% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,509,187 | $105.12M | 0.0% | +17.7% | 11.138% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 56,169 | $3.91M | 0.0% | -11.1% | 0.415% | |
| 2/14/2025 | IHT Wealth Management LLC | 5,961 | $415K | 0.0% | +13.2% | 0.044% | |
| 2/14/2025 | Stifel Financial Corp | 3,409 | $237K | 0.0% | +5.1% | 0.025% | |
| 2/14/2025 | Goodman Advisory Group LLC | 72,445 | $5.05M | 1.5% | -6.7% | 0.535% | |
| 2/13/2025 | Raymond James Financial Inc. | 53,779 | $3.75M | 0.0% | N/A | 0.397% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 649,575 | $45.24M | 0.0% | -6.5% | 4.794% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 14,885 | $1.04M | 0.1% | -1.1% | 0.110% | |
| 2/13/2025 | Wells Fargo & Company MN | 844,203 | $58.80M | 0.0% | +1.5% | 6.230% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 7,707 | $537K | 0.0% | -10.9% | 0.057% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,925 | $691K | 0.0% | +18.6% | 0.073% | |
| 2/11/2025 | FCA Corp TX | 36,190 | $2.52M | 0.8% | +1.0% | 0.267% | |
| 2/11/2025 | Hill Island Financial LLC | 139,740 | $9.73M | 2.8% | -61.2% | 1.031% | |
| 2/11/2025 | LPL Financial LLC | 1,108,002 | $77.17M | 0.0% | +11.6% | 8.177% | |
| 2/11/2025 | SigFig Wealth Management LLC | 31,622 | $2.21M | 0.1% | +1.1% | 0.233% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 479,901 | $33.43M | 0.0% | +1.4% | 3.542% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 217,950 | $15.18M | 0.1% | +2.1% | 1.608% | |
| 2/7/2025 | HighTower Advisors LLC | 23,369 | $1.63M | 0.0% | +25.2% | 0.172% | |
| 2/7/2025 | Independent Advisor Alliance | 4,585 | $319K | 0.0% | N/A | 0.034% | |
| 2/7/2025 | Foundry Financial Group Inc. | 140,588 | $9.79M | 6.1% | -0.7% | 1.038% | |
| 2/6/2025 | Raymond James Financial Inc. | 53,779 | $3.75M | 0.0% | N/A | 0.397% | |
| 2/6/2025 | Atria Investments Inc | 27,524 | $1.92M | 0.0% | -2.3% | 0.203% | |
| 2/6/2025 | Jones Financial Companies Lllp | 52,050 | $3.63M | 0.0% | +39.7% | 0.384% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 13,929 | $970K | 0.0% | +1.2% | 0.103% | |
| 2/5/2025 | Schneider Downs Wealth Management Advisors LP | 59,651 | $4.16M | 0.8% | +11.0% | 0.440% | |
| 2/4/2025 | Marshall Investment Management LLC | 42,138 | $2.93M | 1.7% | N/A | 0.311% | |
| 2/3/2025 | Private Advisor Group LLC | 41,153 | $2.87M | 0.0% | -27.6% | 0.304% | |
| 1/31/2025 | Sanctuary Advisors LLC | 27,465 | $2.00M | 0.0% | -3.3% | 0.203% | |
| 1/30/2025 | Puff Wealth Management LLC | 2,963 | $206K | 0.3% | N/A | 0.022% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 4,925 | $343K | 0.0% | -19.7% | 0.036% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 22,393 | $1.56M | 0.2% | -7.4% | 0.165% | |
| 1/28/2025 | Sanchez Wealth Management Group | 467,947 | $32.59M | 8.9% | +10.2% | 3.453% | |
| 1/27/2025 | Win Advisors Inc. | 40,644 | $2.83M | 1.4% | N/A | 0.300% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 19,395 | $1.35M | 0.1% | -2.5% | 0.143% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 61,842 | $4.31M | 0.4% | +5.1% | 0.456% | |
| 1/22/2025 | Parsons Capital Management Inc. RI | 44,921 | $3.13M | 0.2% | -1.2% | 0.332% | |
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| 1/21/2025 | Grimes & Company Inc. | 1,686,491 | $117.46M | 3.4% | -1.3% | 12.446% | |
| 1/15/2025 | IAM Advisory LLC | 333,192 | $23.21M | 5.9% | -0.9% | 2.459% | |
| 1/15/2025 | Arkadios Wealth Advisors | 12,790 | $891K | 0.0% | -12.1% | 0.094% | |
| 1/14/2025 | ERn Financial LLC | 63,727 | $4.44M | 0.7% | +44.1% | 0.470% | |
| 1/13/2025 | Columbia Advisory Partners LLC | 11,429 | $796K | 0.7% | +1.4% | 0.084% | |
| 1/13/2025 | Cooper Financial Group | 114,836 | $8.00M | 1.0% | -5.8% | 0.847% | |
| 1/8/2025 | International Assets Investment Management LLC | 21,509 | $1.50M | 0.1% | -99.4% | 0.159% | |
| 12/26/2024 | JPMorgan Chase & Co. | 8,369 | $581K | 0.0% | +57.7% | 0.062% | |
| 11/25/2024 | Sanctuary Advisors LLC | 28,392 | $2.06M | 0.0% | -2.3% | 0.210% | |
| 11/15/2024 | Goodman Advisory Group LLC | 77,646 | $5.39M | 1.5% | -7.4% | 0.573% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 8,649 | $601K | 0.0% | -30.4% | 0.064% | |
| 11/15/2024 | Quantinno Capital Management LP | 5,071 | $352K | 0.0% | N/A | 0.037% | |
| 11/15/2024 | IHT Wealth Management LLC | 5,266 | $366K | 0.0% | -16.8% | 0.039% | |
| 11/15/2024 | HighTower Advisors LLC | 18,663 | $1.29M | 0.0% | N/A | 0.138% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 38,236 | $2.66M | 0.0% | -4.7% | 0.282% | |
| 11/13/2024 | FMR LLC | 2,243 | $156K | 0.0% | +8.6% | 0.017% | |
| 11/8/2024 | First Horizon Advisors Inc. | 2,927 | $203K | 0.0% | N/A | 0.022% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 4,914 | $341K | 0.0% | -30.7% | 0.036% | |
| 11/6/2024 | Schneider Downs Wealth Management Advisors LP | 53,751 | $3.73M | 0.8% | +3.6% | 0.397% | |
| 11/6/2024 | Coastline Trust Co | 2,210 | $153K | 0.0% | N/A | 0.016% | |
| 11/4/2024 | Tyler Stone Wealth Management | 12,972 | $901K | 0.2% | +100.0% | 0.096% | |
| 11/1/2024 | Atria Investments Inc | 28,167 | $1.96M | 0.0% | -3.0% | 0.208% | |
| 11/1/2024 | Assetmark Inc. | 690 | $48K | 0.0% | N/A | 0.005% | |
| 10/29/2024 | Fernwood Investment Management LLC | 5,652 | $392K | 0.1% | -39.1% | 0.042% | |
| 10/25/2024 | TNF LLC | 17,871 | $1.25M | 0.4% | +8.8% | 0.132% | |
| 10/24/2024 | Arkadios Wealth Advisors | 14,547 | $1.01M | 0.1% | -9.6% | 0.107% | |
| 10/23/2024 | Grimes & Company Inc. | 1,709,019 | $118.67M | 3.2% | +1.0% | 12.613% | |
| 10/22/2024 | International Assets Investment Management LLC | 3,421,500 | $237.59M | 0.0% | +15,881.6% | 25.251% | |
| 10/22/2024 | Foundry Financial Group Inc. | 141,597 | $9.83M | 6.1% | +0.1% | 1.045% | |
| 10/22/2024 | Private Advisor Group LLC | 56,855 | $3.95M | 0.0% | -3.7% | 0.420% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 473,168 | $32.86M | 0.0% | -0.3% | 3.492% | |
| 10/16/2024 | ERn Financial LLC | 44,235 | $3.07M | 0.5% | +9.3% | 0.326% | |
| 10/7/2024 | IAM Advisory LLC | 336,134 | $23.34M | 5.9% | -0.5% | 2.481% | |
| 9/5/2024 | Sanctuary Advisors LLC | 29,053 | $1.82M | 0.0% | N/A | 0.214% | |
| 8/19/2024 | Hershey Financial Advisers LLC | 13,593 | $884K | 0.8% | N/A | 0.100% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 85,250 | $5.54M | 0.0% | -8.7% | 0.629% | |
| 8/16/2024 | Goodman Advisory Group LLC | 83,844 | $5.45M | 1.6% | -11.8% | 0.619% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 65,354 | $4.25M | 0.0% | -5.4% | 0.482% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 17,971 | $1.17M | 0.2% | -3.4% | 0.133% | |
| 8/10/2024 | Hill Island Financial LLC | 356,260 | $23.16M | 7.6% | +0.3% | 2.629% | |
| 8/9/2024 | SigFig Wealth Management LLC | 28,766 | $1.87M | 0.1% | +6.7% | 0.212% | |
| 8/9/2024 | Foundry Financial Group Inc. | 141,414 | $9.19M | 6.3% | +1.7% | 1.044% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 732,046 | $47.59M | 0.0% | +6.9% | 5.403% | |
| 8/8/2024 | Schneider Downs Wealth Management Advisors LP | 51,877 | $3.37M | 0.8% | +2.4% | 0.383% | |
| 8/8/2024 | LPL Financial LLC | 992,776 | $64.54M | 0.0% | -2.2% | 7.327% | |
| 8/5/2024 | Private Advisor Group LLC | 59,017 | $3.84M | 0.0% | -5.5% | 0.436% | |
| 8/1/2024 | Chilton Capital Management LLC | 17,118 | $1.11M | 0.0% | -5.5% | 0.126% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 474,443 | $30.84M | 0.0% | +0.4% | 3.501% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 24,280 | $1.58M | 0.2% | +1.3% | 0.179% | |
| 7/29/2024 | Arkadios Wealth Advisors | 16,094 | $1.05M | 0.1% | -13.4% | 0.119% | |
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| 7/25/2024 | TNF LLC | 16,425 | $1.07M | 0.4% | +3.4% | 0.121% | |
| 7/25/2024 | Institute for Wealth Management LLC. | 14,595 | $949K | 0.1% | -6.3% | 0.108% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 22,021 | $1.43M | 0.2% | -3.2% | 0.163% | |
| 7/20/2024 | Parsons Capital Management Inc. RI | 43,197 | $2.81M | 0.2% | +0.5% | 0.319% | |
| 7/17/2024 | ERn Financial LLC | 40,464 | $2.63M | 0.4% | +2.3% | 0.299% | |
| 7/17/2024 | James J. Burns & Company LLC | 6,143 | $399K | 0.1% | N/A | 0.045% | |
| 7/16/2024 | Cooper Financial Group | 121,526 | $7.90M | 1.2% | +10.4% | 0.897% | |
| 7/13/2024 | IAM Advisory LLC | 337,878 | $21.97M | 6.0% | -0.5% | 2.494% | |
| 7/10/2024 | Simplicity Wealth LLC | 9,335 | $607K | 0.0% | +119.7% | 0.069% | |
| 7/8/2024 | Bank & Trust Co | 1,419 | $92K | 0.1% | N/A | 0.010% | |
