| 9/3/2025 | American Trust | 4,301 | $276K | 0.0% | N/A | 0.080% | |
| 8/29/2025 | Total Investment Management Inc. | 718 | $46K | 0.0% | N/A | 0.013% | |
| 8/15/2025 | Captrust Financial Advisors | 157,813 | $10.12M | 0.0% | -0.4% | 2.922% | |
| 8/15/2025 | Bank of America Corp DE | 219,536 | $14.08M | 0.0% | -5.8% | 4.065% | |
| 8/15/2025 | Ameriprise Financial Inc. | 11,734 | $752K | 0.0% | -5.0% | 0.217% | |
| 8/14/2025 | Raymond James Financial Inc. | 115,859 | $7.43M | 0.0% | +6.3% | 2.146% | |
| 8/14/2025 | NewEdge Advisors LLC | 12,237 | $785K | 0.0% | +9.3% | 0.227% | |
| 8/14/2025 | Cerity Partners LLC | 209,350 | $13.43M | 0.0% | -10.4% | 3.877% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,048 | $69K | 0.0% | N/A | 0.019% | |
| 8/13/2025 | Wealthedge Investment Advisors LLC | 29,129 | $1.87M | 0.8% | -36.3% | 0.539% | |
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| 8/12/2025 | Steward Partners Investment Advisory LLC | 27,163 | $1.74M | 0.0% | -7.6% | 0.503% | |
| 8/12/2025 | CreativeOne Wealth LLC | 24,268 | $1.56M | 0.0% | -12.3% | 0.449% | |
| 8/12/2025 | JPMorgan Chase & Co. | 139,228 | $8.93M | 0.0% | +27.8% | 2.578% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 7,585 | $486K | 0.1% | -14.1% | 0.140% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 29,617 | $1.90M | 0.0% | +2.4% | 0.548% | |
| 8/8/2025 | Cetera Investment Advisers | 6,084 | $390K | 0.0% | -35.9% | 0.113% | |
| 8/7/2025 | Vise Technologies Inc. | 17,869 | $1.15M | 0.0% | N/A | 0.331% | |
| 8/5/2025 | 5T Wealth LLC | 29,564 | $1.90M | 0.9% | +55.1% | 0.547% | |
| 8/4/2025 | Spire Wealth Management | 10,629 | $682K | 0.0% | -35.9% | 0.197% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 20,114 | $1.29M | 0.0% | -7.8% | 0.372% | |
| 8/1/2025 | Mendel Money Management | 5,014 | $322K | 0.1% | -4.1% | 0.093% | |
| 8/1/2025 | Facet Wealth Inc. | 3,564 | $225K | 0.0% | N/A | 0.066% | |
| 7/31/2025 | MN Wealth Advisors LLC | 8,533 | $547K | 0.3% | +27.3% | 0.158% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 3,613 | $232K | 0.1% | N/A | 0.067% | |
| 7/25/2025 | RHS Financial LLC | 9,375 | $601K | 0.3% | +18.3% | 0.174% | |
| 7/25/2025 | Apollon Wealth Management LLC | 3,311 | $212K | 0.0% | N/A | 0.061% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 3,340 | $214K | 0.1% | +62.5% | 0.062% | |
| 7/24/2025 | IFP Advisors Inc | 555 | $36K | 0.0% | N/A | 0.010% | |
| 7/23/2025 | Bellevue Asset Management LLC | 4,047 | $260K | 0.1% | +10.0% | 0.075% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 501 | $32K | 0.0% | N/A | 0.009% | |
| 7/17/2025 | LexAurum Advisors LLC | 69,349 | $4.45M | 0.7% | -31.8% | 1.284% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 6,656 | $427K | 0.3% | -4.1% | 0.123% | |
| 7/17/2025 | Sterneck Capital Management LLC | 161,839 | $10.38M | 5.3% | +3.6% | 2.997% | |
| 7/16/2025 | Kathmere Capital Management LLC | 11,381 | $730K | 0.1% | +9.4% | 0.211% | |
| 7/16/2025 | Blue Oak Capital LLC | 13,734 | $881K | 0.5% | -17.8% | 0.254% | |
| 7/15/2025 | Signet Financial Management LLC | 10,311 | $661K | 0.1% | -23.5% | 0.191% | |
| 7/15/2025 | RVW Wealth LLC | 13,919 | $893K | 0.1% | -2.2% | 0.258% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 488,451 | $31.45M | 0.1% | -2.7% | 9.045% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 17,492 | $1.12M | 0.5% | -6.8% | 0.324% | |
| 6/6/2025 | Blue Oak Capital LLC | 16,708 | $955K | 0.5% | +26.1% | 0.309% | |
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| 5/14/2025 | Flow Traders U.S. LLC | 112,559 | $6.43M | 0.3% | N/A | 2.084% | |
| 4/21/2025 | MN Wealth Advisors LLC | 6,704 | $383K | 0.2% | -11.3% | 0.124% | |
| 4/14/2025 | Farther Finance Advisors LLC | 972 | $56K | 0.0% | -26.3% | 0.018% | |
| 2/22/2025 | American Trust | 4,798 | $257K | 0.0% | N/A | 0.086% | |
| 2/17/2025 | Captrust Financial Advisors | 156,890 | $8.40M | 0.0% | +8.4% | 2.377% | |
| 2/17/2025 | Ameriprise Financial Inc. | 11,900 | $637K | 0.0% | -20.7% | 0.180% | |
| 2/12/2025 | JPMorgan Chase & Co. | 115,073 | $6.16M | 0.0% | +18.8% | 1.744% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,319 | $71K | 0.0% | +17.2% | 0.020% | |
| 1/30/2025 | MN Wealth Advisors LLC | 7,555 | $405K | 0.2% | +11.9% | 0.114% | |
| 12/26/2024 | JPMorgan Chase & Co. | 96,879 | $5.82M | 0.0% | -3.7% | 1.468% | |
| 11/14/2024 | Captrust Financial Advisors | 144,798 | $8.70M | 0.0% | -1.2% | 2.194% | |
| 10/16/2024 | MN Wealth Advisors LLC | 6,750 | $406K | 0.2% | +19.6% | 0.102% | |
| 8/22/2024 | 3Chopt Investment Partners LLC | 4,094 | $226K | 0.1% | N/A | 0.062% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 481 | $28K | 0.0% | -62.8% | 0.007% | |
| 7/24/2024 | MN Wealth Advisors LLC | 5,644 | $312K | 0.2% | +8.7% | 0.086% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 526 | $30K | 0.0% | N/A | 0.008% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,917 | $2.98M | 0.0% | +3.2% | 0.778% | |
| 2/14/2024 | Mango Investments LLC | 93,330 | $5.07M | 3.2% | N/A | 1.138% | |
| 2/12/2024 | 3Chopt Investment Partners LLC | 6,821 | $371K | 0.1% | N/A | 0.083% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 1,297 | $70K | 0.0% | N/A | 0.016% | |
| 2/8/2024 | Wade G W & Inc. | 101,855 | $5.53M | 0.2% | -5.8% | 1.242% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 51,298 | $2.79M | 0.0% | -2.1% | 0.626% | |
| 1/16/2024 | Security Financial Services INC. | 7,215 | $392K | 0.1% | +67.1% | 0.088% | |
| 1/16/2024 | Raymond James & Associates | 39,000 | $2.12M | 0.0% | -5.7% | 0.476% | |
| 1/16/2024 | Valicenti Advisory Services Inc. | 24,916 | $1.35M | 0.4% | +2.0% | 0.304% | |
| 1/16/2024 | Sterneck Capital Management LLC | 116,384 | $6.32M | 4.0% | +3.0% | 1.419% | |
| 11/4/2023 | HHM Wealth Advisors LLC | 16,150 | $816K | 0.2% | -2.2% | 0.197% | |
| 10/18/2023 | Valicenti Advisory Services Inc. | 24,422 | $1.24M | 0.4% | +2.9% | 0.298% | |
| 8/9/2023 | Flow Traders U.S. LLC | 63,830 | $3.32M | 0.1% | +638.1% | 0.778% | |
| 8/1/2023 | Wealthspire Advisors LLC | 8,263 | $429K | 0.0% | -25.2% | 0.101% | |
| 7/12/2023 | Valicenti Advisory Services Inc. | 23,739 | $1.23M | 0.4% | +3.8% | 0.156% | |
| 5/11/2023 | Resources Management Corp CT ADV | 210 | $39K | 0.0% | -93.0% | 0.001% | |
| 5/10/2023 | Mendel Money Management | 7,894 | $413K | 0.2% | +5.3% | 0.052% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 4,724 | $247K | 0.0% | -12.3% | 0.031% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 3,048 | $160K | 0.0% | N/A | 0.020% | |
| 4/20/2023 | Valicenti Advisory Services Inc. | 22,875 | $1.20M | 0.4% | -9.3% | 0.150% | |
| 3/6/2023 | OLD Mission Capital LLC | 110,070 | $5.42M | 0.2% | +348.0% | 0.734% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 5,158 | $254K | 0.0% | N/A | 0.034% | |
| 1/13/2023 | Dynamic Advisor Solutions LLC | 4,479 | $221K | 0.0% | N/A | 0.030% | |
| 1/13/2023 | RVW Wealth LLC | 29,942 | $1.48M | 0.2% | -80.8% | 0.200% | |
| 11/15/2022 | Flow Traders U.S. LLC | 59,477 | $2.55M | 0.1% | N/A | 0.394% | |
| 11/14/2022 | OLD Mission Capital LLC | 24,570 | $1.05M | 0.0% | -70.9% | 0.163% | |
| 11/7/2022 | Interchange Capital Partners LLC | 5,536 | $237K | 0.3% | -5.8% | 0.037% | |
| 10/27/2022 | Appleton Partners Inc. MA | 9,825 | $421K | 0.0% | -21.0% | 0.065% | |
| 10/18/2022 | Valicenti Advisory Services Inc. | 25,041 | $1.07M | 0.4% | +8.9% | 0.166% | |
| 8/15/2022 | Mendel Money Management | 6,226 | $304K | 0.2% | -19.1% | 0.042% | |
| 8/10/2022 | Resources Management Corp CT ADV | 3,150 | $154K | 0.0% | -6.0% | 0.021% | |
| 8/5/2022 | Interchange Capital Partners LLC | 5,878 | $286K | 0.3% | -16.9% | 0.040% | |
| 8/5/2022 | OLD Mission Capital LLC | 84,518 | $4.13M | 0.1% | -7.2% | 0.575% | |
| 7/8/2022 | Appleton Partners Inc. MA | 12,433 | $607K | 0.1% | +16.0% | 0.085% | |
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| 7/7/2022 | Crestwood Advisors Group LLC | 36,269 | $1.77M | 0.1% | -27.4% | 0.247% | |
| 5/20/2022 | Resources Management Corp CT ADV | 3,350 | $189K | 0.0% | -6.9% | 0.024% | |
| 5/10/2022 | Horan Securities Inc. | 1,653 | $93K | 0.1% | +27.2% | 0.012% | |
| 4/20/2022 | Valicenti Advisory Services Inc. | 22,809 | $1.29M | 0.3% | +4.8% | 0.158% | |
| 4/14/2022 | Lenox Wealth Advisors LLC | 565,407 | $31.77M | 4.0% | +1.9% | 3.926% | |
| 4/12/2022 | Crestwood Advisors Group LLC | 49,982 | $2.82M | 0.1% | -39.0% | 0.347% | |
| 4/5/2022 | Appleton Partners Inc. MA | 10,715 | $605K | 0.0% | -4.7% | 0.074% | |
| 2/15/2022 | Crestwood Advisors Group LLC | 81,940 | $4.85M | 0.1% | -14.8% | 0.569% | |
| 2/9/2022 | Horan Securities Inc. | 1,300 | $77K | 0.0% | N/A | 0.009% | |
| 2/4/2022 | Resources Management Corp CT ADV | 3,600 | $213K | 0.0% | -20.0% | 0.025% | |
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