| 2/17/2025 | Baird Financial Group Inc. | 95,602 | $4.86M | 0.0% | +316.5% | 0.230% | |
| 2/17/2025 | Ameriprise Financial Inc. | 41,965 | $2.13M | 0.0% | +2.9% | 0.101% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 700 | $36K | 0.0% | N/A | 0.002% | |
| 2/10/2025 | Hughes Financial Services LLC | 40,332 | $2.05M | 0.4% | N/A | 0.097% | |
| 2/5/2025 | Sherman Asset Management Inc. | 14,547 | $739K | 0.7% | N/A | 0.035% | |
| 2/5/2025 | Fisher Asset Management LLC | 4,389 | $223K | 0.0% | N/A | 0.011% | |
| 2/3/2025 | Advantage Trust Co | 23,955 | $1.22M | 0.7% | -42.3% | 0.058% | |
| 1/23/2025 | Strategic Advocates LLC | 515,462 | $26.20M | 8.8% | +3.9% | 1.242% | |
| 1/23/2025 | SOL Capital Management CO | 40,350 | $2.05M | 0.2% | -12.5% | 0.097% | |
| 1/23/2025 | Crews Bank & Trust | 500 | $25K | 0.0% | N/A | 0.001% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 4,590 | $226K | 0.0% | +3,001.4% | 0.011% | |
| 11/14/2024 | Flow Traders U.S. LLC | 4,112 | $203K | 0.0% | N/A | 0.010% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 17,804 | $878K | 0.0% | -20.3% | 0.043% | |
| 10/17/2024 | Strategic Advocates LLC | 496,033 | $24.47M | 8.8% | +4.7% | 1.195% | |
| 8/9/2024 | One Capital Management LLC | 15,740 | $725K | 0.0% | N/A | 0.038% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,461 | $67K | 0.0% | N/A | 0.004% | |
| 7/30/2024 | Global Financial Private Client LLC | 1,366 | $63K | 0.0% | N/A | 0.003% | |
| 7/24/2024 | Family Firm Inc. | 2,053 | $95K | 0.0% | N/A | 0.005% | |
| 7/11/2024 | Strategic Advocates LLC | 473,685 | $21.82M | 8.7% | +12.4% | 1.141% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 6,179 | $285K | 0.0% | N/A | 0.015% | |
| 7/9/2024 | Lynx Investment Advisory | 6,081 | $280K | 0.2% | N/A | 0.015% | |
| 5/7/2024 | Advantage Trust Co | 57,127 | $2.75M | 2.0% | -7.2% | 0.139% | |
| 4/24/2024 | SOL Capital Management CO | 76,250 | $3.67M | 0.5% | +0.4% | 0.186% | |
| 4/3/2024 | Strategic Advocates LLC | 421,348 | $20.26M | 7.8% | +3,300.4% | 1.037% | |
| 2/12/2024 | Parallel Advisors LLC | 2,111 | $99K | 0.0% | -51.4% | 0.005% | |
| 2/7/2024 | Strategic Advocates LLC | 12,391 | $579K | 0.2% | N/A | 0.031% | |
| 2/7/2024 | Advantage Trust Co | 61,552 | $2.87M | 2.3% | N/A | 0.152% | |
| 2/6/2024 | Cullen Frost Bankers Inc. | 1,792 | $84K | 0.0% | -57.3% | 0.004% | |
| 1/25/2024 | SOL Capital Management CO | 75,929 | $3.55M | 0.5% | +3.9% | 0.187% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 8,262 | $386K | 0.0% | -11.3% | 0.020% | |
| 1/12/2024 | Archford Capital Strategies LLC | 45,398 | $2.12M | 0.4% | -18.0% | 0.112% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 32,260,294 | $1.28B | 3.4% | +1.9% | 79.420% | |
| 11/9/2023 | Prime Capital Investment Advisors LLC | 9,318 | $369K | 0.0% | -63.6% | 0.023% | |
| 11/2/2023 | Cullen Frost Bankers Inc. | 4,194 | $166K | 0.0% | N/A | 0.010% | |
| 10/27/2023 | Archford Capital Strategies LLC | 55,345 | $2.19M | 0.4% | +3.3% | 0.136% | |
| 10/19/2023 | SOL Capital Management CO | 73,069 | $2.89M | 0.4% | +1.8% | 0.180% | |
| 10/17/2023 | Heartwood Wealth Advisors LLC | 287,864 | $11.40M | 1.7% | +0.4% | 0.709% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 31,645,327 | $1.41B | 3.6% | +4.3% | 77.906% | |
| 8/2/2023 | Archford Capital Strategies LLC | 53,586 | $2.49M | 0.5% | +1.2% | 0.132% | |
| 7/19/2023 | Heartwood Wealth Advisors LLC | 286,676 | $12.79M | 1.8% | +1.7% | 0.720% | |
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| 5/22/2023 | American Trust | 5,484 | $228K | 0.0% | N/A | 0.014% | |
| 5/10/2023 | WealthPLAN Partners LLC | 592 | $25K | 0.0% | N/A | 0.001% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 5,070 | $216K | 0.0% | N/A | 0.013% | |
| 5/1/2023 | Mascoma Wealth Management LLC | 1,541 | $63K | 0.0% | -65.7% | 0.004% | |
| 4/25/2023 | Parallel Advisors LLC | 4,944 | $211K | 0.0% | -5.1% | 0.012% | |
| 4/19/2023 | SOL Capital Management CO | 73,219 | $3.13M | 0.5% | +10.9% | 0.184% | |
| 4/14/2023 | Heartwood Wealth Advisors LLC | 281,945 | $12.04M | 1.8% | +2.5% | 0.709% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 66,835 | $2.64M | 0.1% | -3.0% | 0.170% | |
| 2/6/2023 | Parallel Advisors LLC | 5,211 | $205K | 0.0% | -12.8% | 0.013% | |
| 1/26/2023 | Archford Capital Strategies LLC | 39,063 | $1.54M | 0.4% | -4.8% | 0.099% | |
| 1/24/2023 | Mascoma Wealth Management LLC | 4,487 | $177K | 0.1% | -81.6% | 0.011% | |
| 1/24/2023 | SOL Capital Management CO | 66,045 | $2.60M | 0.5% | +371.4% | 0.168% | |
| 1/19/2023 | Mayflower Financial Advisors LLC | 16,188 | $638K | 0.4% | +9.4% | 0.041% | |
| 1/18/2023 | Private Trust Co. NA | 1,270 | $50K | 0.0% | N/A | 0.003% | |
| 1/12/2023 | Heartwood Wealth Advisors LLC | 275,069 | $10.84M | 1.7% | +19.1% | 0.707% | |
| 11/15/2022 | Flow Traders U.S. LLC | 12,600 | $486K | 0.0% | N/A | 0.032% | |
| 11/14/2022 | OLD Mission Capital LLC | 10,130 | $391K | 0.0% | -83.9% | 0.026% | |
| 11/2/2022 | Sandy Spring Bank | 980 | $38K | 0.0% | +177.6% | 0.002% | |
| 10/25/2022 | Heartwood Wealth Advisors LLC | 230,956 | $8.91M | 1.5% | +2,292.3% | 0.588% | |
| 10/18/2022 | Mascoma Wealth Management LLC | 24,417 | $942K | 0.3% | -3.9% | 0.062% | |
| 10/17/2022 | Archford Capital Strategies LLC | 41,018 | $1.58M | 0.4% | +0.7% | 0.105% | |
| 10/17/2022 | WealthCare Investment Partners LLC | 22,710 | $876K | 0.7% | -3.8% | 0.058% | |
| 10/12/2022 | SOL Capital Management CO | 14,011 | $541K | 0.1% | +49.1% | 0.036% | |
| 10/11/2022 | Rise Advisors LLC | 904 | $35K | 0.0% | N/A | 0.002% | |
| 8/12/2022 | Financial Engines Advisors L.L.C. | 26,246,260 | $1.06B | 3.2% | +9.7% | 68.421% | |
| 8/5/2022 | OLD Mission Capital LLC | 62,918 | $2.55M | 0.1% | -2.8% | 0.164% | |
| 8/4/2022 | NovaPoint Capital LLC | 85,768 | $3.48M | 1.5% | -18.2% | 0.224% | |
| 8/1/2022 | Parallel Advisors LLC | 6,555 | $266K | 0.0% | -15.4% | 0.017% | |
| 7/25/2022 | Heartwood Wealth Advisors LLC | 9,654 | $391K | 0.1% | -5.8% | 0.025% | |
| 7/21/2022 | SOL Capital Management CO | 9,395 | $381K | 0.1% | N/A | 0.025% | |
| 7/18/2022 | WealthCare Investment Partners LLC | 23,614 | $957K | 0.8% | -1.4% | 0.062% | |
| 7/15/2022 | Mayflower Financial Advisors LLC | 14,956 | $606K | 0.1% | -3.2% | 0.039% | |
| 7/14/2022 | Mascoma Wealth Management LLC | 25,407 | $1.03M | 0.4% | -25.8% | 0.067% | |
| 7/12/2022 | Archford Capital Strategies LLC | 40,739 | $1.65M | 0.4% | +3.6% | 0.107% | |
| 5/12/2022 | Financial Engines Advisors L.L.C. | 23,925,401 | $1.24B | 3.3% | +16.1% | 64.847% | |
| 5/12/2022 | Banco Bilbao Vizcaya Argentaria S.A. | 4,980 | $267K | 0.0% | -73.6% | 0.013% | |
| 5/11/2022 | Penobscot Investment Management Company Inc. | 5,948 | $309K | 0.0% | -50.3% | 0.016% | |
| 5/10/2022 | NewSquare Capital LLC | 876 | $46K | 0.0% | N/A | 0.002% | |
| 5/3/2022 | FDx Advisors Inc. | 180,366 | $9.37M | 0.3% | +4,253.5% | 0.496% | |
| 4/29/2022 | NovaPoint Capital LLC | 104,824 | $5.45M | 2.0% | +4.7% | 0.288% | |
| 4/28/2022 | Parallel Advisors LLC | 7,751 | $409K | 0.0% | +26.6% | 0.021% | |
| 4/25/2022 | Mascoma Wealth Management LLC | 34,225 | $1.78M | 0.6% | -22.7% | 0.094% | |
| 4/21/2022 | Mayflower Financial Advisors LLC | 15,457 | $803K | 0.1% | +22.0% | 0.043% | |
| 4/18/2022 | Archford Capital Strategies LLC | 39,316 | $2.03M | 0.5% | -1.7% | 0.109% | |
| 4/15/2022 | Wealthcare Advisory Partners LLC | 23,146 | $1.20M | 0.1% | +30.2% | 0.064% | |
| 4/14/2022 | WealthCare Investment Partners LLC | 23,950 | $1.20M | 1.1% | -25.9% | 0.066% | |
| 4/14/2022 | Lenox Wealth Advisors LLC | 56,558 | $2.81M | 0.4% | +47.1% | 0.157% | |
| 2/16/2022 | Horizon Investments LLC | 141,661 | $8.35M | 0.2% | +4.6% | 0.404% | |
| 2/16/2022 | Main Management LLC | 2,731 | $161K | 0.0% | -33.6% | 0.008% | |
| 2/15/2022 | Betterment LLC | 231,130 | $13.63M | 0.0% | N/A | 0.659% | |
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| 2/15/2022 | Certified Advisory Corp | 11,186 | $659K | 0.1% | N/A | 0.032% | |
| 2/14/2022 | Baltimore Washington Financial Advisors Inc. | 12,771 | $53K | 0.0% | N/A | 0.036% | |
| 2/10/2022 | Financial Engines Advisors L.L.C. | 20,604,974 | $1.21B | 3.2% | +12.1% | 58.429% | |
| 2/10/2022 | OLD Mission Capital LLC | 55,539 | $3.27M | 0.1% | N/A | 0.157% | |
| 2/10/2022 | Edmond DE Rothschild Holding S.A. | 550 | $32K | 0.0% | -90.1% | 0.002% | |
| 2/9/2022 | Baird Financial Group Inc. | 5,352 | $316K | 0.0% | +31.9% | 0.015% | |
| 2/8/2022 | NovaPoint Capital LLC | 100,164 | $5.91M | 2.1% | +14.2% | 0.284% | |
| 2/7/2022 | Prime Capital Investment Advisors LLC | 12,917 | $761K | 0.0% | N/A | 0.037% | |
| 2/7/2022 | WealthCare Investment Partners LLC | 32,340 | $1.91M | 1.8% | N/A | 0.092% | |
| 2/1/2022 | FDx Advisors Inc. | 4,143 | $244K | 0.0% | N/A | 0.012% | |
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