| 3/21/2025 | Nestegg Advisors Inc. | 3,579 | $214K | 0.2% | N/A | 0.021% | |
| 2/17/2025 | Focus Partners Wealth | 8,047 | $458K | 0.0% | +56.4% | 0.050% | |
| 2/17/2025 | Cetera Investment Advisers | 36,769 | $2.09M | 0.0% | +0.6% | 0.228% | |
| 2/17/2025 | Captrust Financial Advisors | 110,514 | $6.29M | 0.0% | -2.8% | 0.684% | |
| 2/17/2025 | Baird Financial Group Inc. | 37,262 | $2.12M | 0.0% | +1.1% | 0.231% | |
| 2/17/2025 | Bank of America Corp DE | 628,382 | $35.74M | 0.0% | +1.4% | 3.889% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 18,850 | $1.07M | 0.0% | -3.6% | 0.117% | |
| 2/14/2025 | Comerica Bank | 16,537 | $941K | 0.0% | +2.0% | 0.102% | |
| 2/14/2025 | Stifel Financial Corp | 20,717 | $1.18M | 0.0% | -0.9% | 0.128% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 3,505 | $199K | 0.0% | +62.0% | 0.022% | |
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| 2/14/2025 | MML Investors Services LLC | 20,316 | $1.16M | 0.0% | -1.3% | 0.126% | |
| 2/13/2025 | MSH Capital Advisors LLC | 18,057 | $1.03M | 0.3% | N/A | 0.112% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 39,422 | $2.24M | 0.2% | -0.5% | 0.244% | |
| 2/13/2025 | Regal Investment Advisors LLC | 122,613 | $6.97M | 0.5% | +9.8% | 0.759% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 146,995 | $8.36M | 0.0% | -0.3% | 0.910% | |
| 2/13/2025 | Raymond James Financial Inc. | 258,292 | $14.69M | 0.0% | N/A | 1.598% | |
| 2/13/2025 | Bank of Montreal Can | 3,409 | $194K | 0.0% | -14.8% | 0.021% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 184,958 | $10.52M | 0.0% | +9.8% | 1.145% | |
| 2/13/2025 | Wells Fargo & Company MN | 147,386 | $8.38M | 0.0% | -4.3% | 0.912% | |
| 2/12/2025 | Retirement Investment Advisors Inc. | 10,502 | $597K | 0.1% | -16.6% | 0.065% | |
| 2/12/2025 | JPMorgan Chase & Co. | 24,686 | $1.40M | 0.0% | +183.9% | 0.153% | |
| 2/11/2025 | LPL Financial LLC | 1,052,031 | $59.84M | 0.0% | -6.8% | 6.510% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 434,432 | $24.71M | 0.0% | +3.1% | 2.688% | |
| 2/10/2025 | IAG Wealth Partners LLC | 283,338 | $16.12M | 2.8% | -6.4% | 1.753% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,806 | $216K | 0.0% | N/A | 0.024% | |
| 2/7/2025 | HighTower Advisors LLC | 16,980 | $966K | 0.0% | -15.8% | 0.105% | |
| 2/7/2025 | Independent Advisor Alliance | 4,835 | $275K | 0.0% | N/A | 0.030% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 543,778 | $30.93M | 0.0% | +1.5% | 3.365% | |
| 2/6/2025 | PFG Private Wealth Management LLC | 782 | $44K | 0.0% | -99.6% | 0.005% | |
| 2/6/2025 | Raymond James Financial Inc. | 258,292 | $14.69M | 0.0% | N/A | 1.598% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 145,594 | $8.28M | 0.1% | -0.3% | 0.901% | |
| 2/5/2025 | Maia Wealth LLC | 23,422 | $1.40M | 0.3% | +60.2% | 0.145% | |
| 2/5/2025 | Private Trust Co. NA | 532 | $30K | 0.0% | N/A | 0.003% | |
| 2/4/2025 | Bank of New York Mellon Corp | 5,859 | $333K | 0.0% | N/A | 0.036% | |
| 2/4/2025 | Wharton Business Group LLC | 176,772 | $10.05M | 0.5% | -1.4% | 1.094% | |
| 2/3/2025 | Private Advisor Group LLC | 18,008 | $1.02M | 0.0% | -1.2% | 0.111% | |
| 2/3/2025 | Parker Financial LLC | 10,500 | $597K | 0.3% | -22.2% | 0.065% | |
| 2/3/2025 | Good Life Advisors LLC | 64,676 | $3.68M | 0.3% | -47.4% | 0.400% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 7,104 | $404K | 0.0% | -46.6% | 0.044% | |
| 1/31/2025 | Philip James Wealth Mangement LLC | 24,844 | $1.41M | 0.2% | -3.9% | 0.154% | |
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| 1/30/2025 | JNBA Financial Advisors | 25,378 | $1.44M | 0.1% | -3.6% | 0.157% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 109,170 | $6.21M | 0.7% | N/A | 0.676% | |
| 1/24/2025 | Spire Wealth Management | 33,106 | $1.88M | 0.1% | +0.9% | 0.205% | |
| 1/21/2025 | Atlas Private Wealth Advisors | 277,302 | $15.77M | 2.2% | +17.1% | 1.716% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 10,377 | $590K | 0.0% | +13.5% | 0.064% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 24,858 | $1.41M | 0.0% | -3.3% | 0.154% | |
| 1/15/2025 | Arkadios Wealth Advisors | 117,683 | $6.69M | 0.4% | -3.2% | 0.728% | |
| 1/15/2025 | Ullmann Wealth Partners Group LLC | 119,623 | $6.80M | 0.9% | -3.5% | 0.740% | |
| 1/13/2025 | Wedmont Private Capital | 6,223 | $352K | 0.0% | +3.7% | 0.039% | |
| 12/26/2024 | JPMorgan Chase & Co. | 8,695 | $507K | 0.0% | +94.7% | 0.054% | |
| 11/25/2024 | Sanctuary Advisors LLC | 5,064 | $311K | 0.0% | -6.6% | 0.031% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 4,410 | $257K | 0.0% | N/A | 0.027% | |
| 11/15/2024 | Jane Street Group LLC | 4,366 | $255K | 0.0% | N/A | 0.027% | |
| 11/15/2024 | Stifel Financial Corp | 20,899 | $1.22M | 0.0% | -1.2% | 0.129% | |
| 11/15/2024 | Retirement Investment Advisors Inc. | 12,598 | $735K | 0.1% | -4.5% | 0.078% | |
| 11/15/2024 | Mission Creek Capital Partners Inc. | 3,734 | $218K | 0.1% | N/A | 0.023% | |
| 11/15/2024 | Benjamin Edwards Inc. | 9,808 | $572K | 0.0% | N/A | 0.061% | |
| 11/14/2024 | Captrust Financial Advisors | 113,655 | $6.63M | 0.0% | -2.6% | 0.703% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 147,381 | $8.60M | 0.0% | +0.5% | 0.912% | |
| 11/13/2024 | Glenmede Trust Co. NA | 1,848 | $108K | 0.0% | +237.2% | 0.011% | |
| 11/13/2024 | FMR LLC | 9,293 | $542K | 0.0% | +4.0% | 0.058% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 535,615 | $31.24M | 0.0% | +3.3% | 3.314% | |
| 11/6/2024 | Mill Creek Capital Advisors LLC | 69,013 | $4.03M | 0.1% | -35.1% | 0.427% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 10,029 | $585K | 0.0% | -5.7% | 0.062% | |
| 10/31/2024 | Consolidated Planning Corp | 18,023 | $1.05M | 0.2% | -1.8% | 0.112% | |
| 10/31/2024 | Advisor Resource Council | 4,192 | $244K | 0.1% | N/A | 0.026% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 3,655 | $213K | 0.0% | N/A | 0.023% | |
| 10/30/2024 | Maia Wealth LLC | 14,623 | $860K | 0.2% | N/A | 0.090% | |
| 10/29/2024 | IAG Wealth Partners LLC | 302,601 | $17.65M | 3.3% | +1.9% | 1.873% | |
| 10/28/2024 | Stephens Inc. AR | 3,523 | $205K | 0.0% | N/A | 0.022% | |
| 10/24/2024 | Arkadios Wealth Advisors | 121,550 | $7.09M | 0.4% | -15.2% | 0.752% | |
| 10/23/2024 | Mason & Associates Inc | 3,460 | $202K | 0.1% | N/A | 0.021% | |
| 10/22/2024 | Private Advisor Group LLC | 18,235 | $1.06M | 0.0% | -2.2% | 0.113% | |
| 10/22/2024 | Eastern Bank | 1,710 | $100K | 0.0% | N/A | 0.011% | |
| 10/18/2024 | Raymond James & Associates | 46,403 | $2.71M | 0.0% | +18.6% | 0.287% | |
| 10/16/2024 | Good Life Advisors LLC | 122,942 | $7.17M | 0.4% | +115.9% | 0.761% | |
| 10/16/2024 | SeaCrest Wealth Management LLC | 4,366 | $255K | 0.0% | N/A | 0.027% | |
| 10/15/2024 | Ullmann Wealth Partners Group LLC | 123,919 | $7.23M | 0.9% | +1.7% | 0.767% | |
| 10/11/2024 | Wesbanco Bank Inc. | 4,569 | $266K | 0.0% | N/A | 0.028% | |
| 10/9/2024 | Atlas Private Wealth Advisors | 236,866 | $13.82M | 2.0% | -27.4% | 1.466% | |
| 9/5/2024 | Sanctuary Advisors LLC | 5,419 | $298K | 0.0% | N/A | 0.034% | |
| 8/22/2024 | Cetera Investment Advisers | 37,427 | $2.06M | 0.0% | -4.6% | 0.232% | |
| 8/16/2024 | Regal Investment Advisors LLC | 100,630 | $5.54M | 0.4% | +4.6% | 0.623% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 1,295 | $75K | 0.0% | -26.1% | 0.008% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 3,694 | $203K | 0.1% | N/A | 0.023% | |
| 8/13/2024 | Retirement Investment Advisors Inc. | 13,196 | $726K | 0.1% | N/A | 0.082% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 146,364 | $8.06M | 0.0% | +5.5% | 0.906% | |
| 8/8/2024 | Parallel Advisors LLC | 35,150 | $1.94M | 0.0% | -0.6% | 0.218% | |
| 8/8/2024 | Parker Financial LLC | 16,542 | $922K | 0.5% | -7.5% | 0.102% | |
| 8/8/2024 | Ullmann Wealth Partners Group LLC | 121,805 | $6.70M | 1.0% | -2.5% | 0.754% | |
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| 8/8/2024 | Horizon Family Wealth Inc. | 50,425 | $2.78M | 2.1% | +0.6% | 0.312% | |
| 8/8/2024 | LPL Financial LLC | 1,083,031 | $59.61M | 0.0% | +11.6% | 6.702% | |
| 8/6/2024 | Fiducient Advisors LLC | 15,465 | $851K | 0.1% | N/A | 0.096% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 144,845 | $7.97M | 0.1% | -0.5% | 0.896% | |
| 8/5/2024 | Private Advisor Group LLC | 18,647 | $1.03M | 0.0% | -1.0% | 0.115% | |
| 7/31/2024 | Spire Wealth Management | 28,502 | $1.57M | 0.1% | -11.6% | 0.176% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 367,359 | $20.22M | 0.0% | +377.7% | 2.273% | |
| 7/29/2024 | Arkadios Wealth Advisors | 143,363 | $7.89M | 0.5% | +10.3% | 0.887% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,008 | $2.70M | 0.0% | +75.5% | 0.303% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 210,107 | $11.56M | 0.0% | +17.9% | 1.300% | |
