| 8/6/2025 | Modera Wealth Management LLC | 276,908 | $32.73M | 0.4% | -6.7% | 8.791% | |
| 7/31/2025 | MN Wealth Advisors LLC | 16,752 | $1.98M | 1.2% | -12.3% | 0.532% | |
| 7/30/2025 | Patten Group Inc. | 4,878 | $577K | 0.1% | +29.6% | 0.155% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 5,315 | $628K | 0.3% | -4.7% | 0.169% | |
| 7/25/2025 | MGO One Seven LLC | 2,010 | $238K | 0.0% | N/A | 0.064% | |
| 7/25/2025 | Apollon Wealth Management LLC | 46,957 | $5.55M | 0.1% | +4.1% | 1.491% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 4,693 | $555K | 0.2% | -2.3% | 0.149% | |
| 7/23/2025 | Bellevue Asset Management LLC | 4,540 | $537K | 0.3% | -2.2% | 0.145% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 890 | $105K | 0.0% | N/A | 0.028% | |
| 7/17/2025 | LexAurum Advisors LLC | 9,300 | $1.10M | 0.2% | -4.4% | 0.298% | |
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| 7/17/2025 | Clear Point Advisors Inc. | 8,454 | $999K | 0.8% | -1.8% | 0.271% | |
| 7/17/2025 | Sterneck Capital Management LLC | 84,758 | $10.02M | 5.1% | +3.9% | 2.712% | |
| 7/16/2025 | Independent Wealth Network Inc. | 12,644 | $1.49M | 0.5% | +1.0% | 0.405% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 257,030 | $30.38M | 1.3% | -41.1% | 8.225% | |
| 7/15/2025 | Kelly Financial Group LLC | 4,863 | $575K | 0.1% | +17.8% | 0.156% | |
| 7/11/2025 | Farther Finance Advisors LLC | 11,709 | $1.38M | 0.0% | +67.3% | 0.374% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 143,721 | $17.27M | 0.0% | -21.5% | 4.592% | |
| 7/7/2025 | Nova Wealth Management Inc. | 537 | $63K | 0.0% | +141.9% | 0.017% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 7,612 | $877K | 0.0% | -33.9% | 0.244% | |
| 6/6/2025 | Blue Oak Capital LLC | 2,596 | $299K | 0.2% | -9.7% | 0.082% | |
| 5/28/2025 | Intrua Financial LLC | 2,630 | $303K | 0.0% | -16.0% | 0.083% | |
| 5/19/2025 | Jane Street Group LLC | 12,283 | $1.42M | 0.0% | +146.4% | 0.392% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,612 | $877K | 0.0% | -33.9% | 0.243% | |
| 5/16/2025 | Jones Financial Companies Lllp | 75,267 | $8.67M | 0.0% | +356.4% | 2.405% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,986 | $805K | 0.0% | -20.6% | 0.223% | |
| 5/14/2025 | CreativeOne Wealth LLC | 3,634 | $419K | 0.0% | +5.6% | 0.116% | |
| 5/13/2025 | Raymond James Financial Inc. | 37,837 | $4.36M | 0.0% | -35.2% | 1.209% | |
| 5/13/2025 | Wealthedge Investment Advisors LLC | 5,266 | $607K | 0.3% | -38.9% | 0.168% | |
| 5/12/2025 | Avant Capital LLC | 7,210 | $831K | 0.7% | +7.5% | 0.230% | |
| 5/9/2025 | Planning Alternatives Ltd. ADV | 236,118 | $27.20M | 4.2% | -55.1% | 7.544% | |
| 5/8/2025 | Foster & Motley Inc. | 3,648 | $420K | 0.0% | -10.4% | 0.117% | |
| 5/8/2025 | North Star Asset Management Inc. | 2,000 | $230K | 0.0% | -14.9% | 0.064% | |
| 5/8/2025 | Modera Wealth Management LLC | 296,837 | $34.20M | 0.5% | -3.5% | 9.484% | |
| 5/7/2025 | LPL Financial LLC | 34,545 | $3.98M | 0.0% | +53.8% | 1.104% | |
| 5/5/2025 | Private Advisor Group LLC | 5,410 | $623K | 0.0% | -3.0% | 0.173% | |
| 5/2/2025 | Independent Wealth Network Inc. | 12,524 | $1.44M | 0.6% | +1.5% | 0.368% | |
| 5/2/2025 | Apollon Wealth Management LLC | 45,092 | $5.20M | 0.1% | +12.9% | 1.326% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 5,599 | $645K | 0.0% | -3.2% | 0.165% | |
| 4/28/2025 | Bellevue Asset Management LLC | 4,641 | $535K | 0.3% | -14.7% | 0.137% | |
| 4/28/2025 | Arlington Trust Co LLC | 500 | $58K | 0.0% | N/A | 0.015% | |
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| 4/24/2025 | Etesian Wealth Advisors Inc. | 4,802 | $553K | 0.2% | -6.6% | 0.141% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,313 | $2.34M | 0.0% | -2.7% | 0.597% | |
| 4/21/2025 | Clear Point Advisors Inc. | 8,613 | $986K | 0.9% | -5.7% | 0.253% | |
| 4/21/2025 | MN Wealth Advisors LLC | 19,099 | $2.20M | 1.3% | -2.2% | 0.562% | |
| 4/17/2025 | RHS Financial LLC | 10,845 | $1.25M | 0.7% | -12.8% | 0.319% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 183,077 | $21.09M | 0.0% | +16.9% | 5.385% | |
| 4/16/2025 | Kelly Financial Group LLC | 4,127 | $475K | 0.1% | +103.8% | 0.121% | |
| 4/14/2025 | Farther Finance Advisors LLC | 6,999 | $807K | 0.0% | +1,441.6% | 0.206% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 436,041 | $50.23M | 2.4% | -1.9% | 12.352% | |
| 4/8/2025 | Sterneck Capital Management LLC | 81,596 | $9.40M | 5.1% | +1.3% | 2.312% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 156,648 | $17.88M | 0.0% | -4.0% | 4.376% | |
| 3/12/2025 | Wealthedge Investment Advisors LLC | 8,616 | $983K | 0.4% | N/A | 0.241% | |
| 2/24/2025 | Ameriflex Group Inc. | 373 | $44K | 0.0% | N/A | 0.010% | |
| 2/18/2025 | Vise Technologies Inc. | 14,495 | $1.65M | 0.1% | N/A | 0.364% | |
| 2/18/2025 | Continuum Advisory LLC | 1,571 | $179K | 0.0% | -16.0% | 0.039% | |
| 2/17/2025 | Cetera Investment Advisers | 2,901 | $331K | 0.0% | -4.0% | 0.073% | |
| 2/17/2025 | Captrust Financial Advisors | 204,772 | $23.37M | 0.1% | -4.0% | 5.145% | |
| 2/17/2025 | Bank of America Corp DE | 263,175 | $30.03M | 0.0% | +24.2% | 6.612% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,461 | $395K | 0.0% | +4.3% | 0.087% | |
| 2/17/2025 | Ancora Advisors LLC | 1,011 | $115K | 0.0% | -25.7% | 0.025% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,492 | $170K | 0.0% | -25.8% | 0.037% | |
| 2/14/2025 | Jane Street Group LLC | 4,985 | $569K | 0.0% | -12.2% | 0.125% | |
| 2/14/2025 | Empire Financial Management Company LLC | 11,362 | $1.30M | 0.4% | -2.2% | 0.285% | |
| 2/14/2025 | Susquehanna International Group LLP | 15,002 | $1.71M | 0.0% | +35.8% | 0.377% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,803 | $1.00M | 0.0% | +307.7% | 0.221% | |
| 2/13/2025 | CreativeOne Wealth LLC | 3,442 | $393K | 0.0% | -24.7% | 0.086% | |
| 2/13/2025 | Raymond James Financial Inc. | 58,369 | $6.66M | 0.0% | N/A | 1.467% | |
| 2/13/2025 | Wells Fargo & Company MN | 21,841 | $2.49M | 0.0% | -3.7% | 0.549% | |
| 2/12/2025 | JPMorgan Chase & Co. | 55,523 | $6.34M | 0.0% | +0.6% | 1.395% | |
| 2/11/2025 | LPL Financial LLC | 22,461 | $2.56M | 0.0% | -24.4% | 0.564% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 17,025 | $1.94M | 0.0% | -1.0% | 0.428% | |
| 2/7/2025 | HighTower Advisors LLC | 3,548 | $405K | 0.0% | +2.8% | 0.089% | |
| 2/6/2025 | Bellevue Asset Management LLC | 5,440 | $621K | 0.3% | -2.9% | 0.137% | |
| 2/6/2025 | One Capital Management LLC | 4,528 | $517K | 0.0% | -4.1% | 0.114% | |
| 2/6/2025 | Raymond James Financial Inc. | 58,369 | $6.66M | 0.0% | N/A | 1.467% | |
| 2/6/2025 | Patten Group Inc. | 3,764 | $430K | 0.1% | +18.2% | 0.095% | |
| 2/6/2025 | Planning Alternatives Ltd. ADV | 526,199 | $60.05M | 9.2% | +1.8% | 13.221% | |
| 2/6/2025 | Interactive Financial Advisors Inc. | 5,574 | $636K | 0.3% | -3.3% | 0.140% | |
| 2/6/2025 | Kelly Financial Group LLC | 2,025 | $231K | 0.1% | N/A | 0.051% | |
| 2/6/2025 | Jones Financial Companies Lllp | 16,492 | $1.88M | 0.0% | +96.3% | 0.414% | |
| 2/6/2025 | Modera Wealth Management LLC | 307,668 | $35.11M | 0.4% | -3.9% | 7.730% | |
| 2/5/2025 | Private Trust Co. NA | 636 | $73K | 0.0% | +1,530.8% | 0.016% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 21,953 | $2.51M | 0.1% | N/A | 0.552% | |
| 2/3/2025 | Private Advisor Group LLC | 5,579 | $637K | 0.0% | -4.5% | 0.140% | |
| 2/3/2025 | Clear Point Advisors Inc. | 9,130 | $1.04M | 0.9% | -3.4% | 0.229% | |
| 1/28/2025 | Apollon Wealth Management LLC | 39,926 | $4.56M | 0.1% | +7.1% | 1.003% | |
| 1/27/2025 | Etesian Wealth Advisors Inc. | 5,143 | $587K | 0.3% | -40.3% | 0.129% | |
| 1/24/2025 | HHM Wealth Advisors LLC | 22,291 | $2.54M | 0.3% | -3.0% | 0.560% | |
| 1/24/2025 | RHS Financial LLC | 12,438 | $1.42M | 0.7% | -26.2% | 0.313% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 410 | $47K | 0.0% | N/A | 0.010% | |
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| 1/17/2025 | Independent Wealth Network Inc. | 12,334 | $1.41M | 0.6% | +20.0% | 0.310% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 6,390 | $729K | 0.2% | -1.4% | 0.161% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 444,688 | $50.74M | 2.3% | -4.5% | 11.173% | |
| 1/8/2025 | Sterneck Capital Management LLC | 80,568 | $9.19M | 5.0% | -1.5% | 2.024% | |
| 12/26/2024 | JPMorgan Chase & Co. | 55,181 | $6.60M | 0.0% | -3.0% | 1.386% | |
| 11/18/2024 | Empire Financial Management Company LLC | 11,621 | $1.39M | 0.4% | -4.8% | 0.292% | |
| 11/15/2024 | Jane Street Group LLC | 5,677 | $679K | 0.0% | -62.1% | 0.143% | |
| 11/15/2024 | Stifel Financial Corp | 1,680 | $201K | 0.0% | N/A | 0.042% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 2,093 | $250K | 0.0% | N/A | 0.053% | |
| 11/15/2024 | HighTower Advisors LLC | 3,451 | $413K | 0.0% | -16.4% | 0.087% | |
