| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,961 | $276K | 0.0% | -3.6% | 0.036% | |
| 2/24/2025 | United Advisor Group LLC | 187,869 | $7.44M | 1.5% | +3.7% | 0.987% | |
| 2/21/2025 | WNY Asset Management LLC | 207,295 | $8.21M | 1.0% | -87.3% | 1.919% | |
| 2/19/2025 | Formidable Asset Management LLC | 77,005 | $3.05M | 0.5% | +59.8% | 0.713% | |
| 2/18/2025 | Cornerstone Advisory LLC | 11,033 | $460K | 0.1% | -32.5% | 0.102% | |
| 2/18/2025 | First Heartland Consultants Inc. | 6,890 | $273K | 0.0% | N/A | 0.064% | |
| 2/18/2025 | Continuum Advisory LLC | 36,586 | $1.45M | 0.2% | +21.8% | 0.339% | |
| 2/17/2025 | Focus Partners Wealth | 155,681 | $6.16M | 0.0% | N/A | 1.441% | |
| 2/17/2025 | Cetera Investment Advisers | 130,326 | $5.16M | 0.0% | -1.8% | 1.207% | |
| 2/17/2025 | Bank of America Corp DE | 1,176,882 | $46.59M | 0.0% | +2.4% | 10.897% | |
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| 2/17/2025 | Benjamin Edwards Inc. | 5,906 | $234K | 0.0% | N/A | 0.055% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 1,525,001 | $60.38M | 0.0% | +35.6% | 14.120% | |
| 2/14/2025 | Stifel Financial Corp | 20,650 | $818K | 0.0% | +34.4% | 0.191% | |
| 2/13/2025 | Mariner LLC | 89,095 | $3.53M | 0.0% | +4.8% | 0.825% | |
| 2/13/2025 | Synovus Financial Corp | 8,168 | $323K | 0.0% | -49.9% | 0.076% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 328,728 | $13.01M | 0.0% | +3.5% | 3.044% | |
| 2/13/2025 | Argent Trust Co | 6,105 | $242K | 0.0% | N/A | 0.057% | |
| 2/13/2025 | Raymond James Financial Inc. | 9,019 | $357K | 0.0% | N/A | 0.084% | |
| 2/13/2025 | Advisory Services Network LLC | 27,166 | $1.08M | 0.0% | -25.8% | 0.252% | |
| 2/13/2025 | Swisher Financial Concepts Inc. | 7,790 | $308K | 0.4% | -51.4% | 0.072% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 272,267 | $10.78M | 0.0% | -38.9% | 2.521% | |
| 2/13/2025 | Wells Fargo & Company MN | 14,774 | $585K | 0.0% | +2,338.0% | 0.137% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 33,604 | $1.33M | 0.1% | -22.3% | 0.311% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 10,403 | $411K | 0.0% | -12.8% | 0.096% | |
| 2/12/2025 | RWA Wealth Partners LLC | 60,135 | $2.38M | 0.0% | +1.9% | 0.557% | |
| 2/12/2025 | Blair William & Co. IL | 8,961 | $355K | 0.0% | +23.2% | 0.083% | |
| 2/12/2025 | JPMorgan Chase & Co. | 13,701 | $542K | 0.0% | -87.0% | 0.127% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 21,841 | $865K | 0.0% | -23.0% | 0.202% | |
| 2/11/2025 | LPL Financial LLC | 143,289 | $5.67M | 0.0% | +269.0% | 1.327% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 51,875 | $2.05M | 0.0% | +7.3% | 0.480% | |
| 2/10/2025 | Harbour Investments Inc. | 7,948 | $315K | 0.0% | +19.2% | 0.074% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 9,237 | $366K | 0.0% | -21.1% | 0.086% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 479,032 | $18.97M | 0.0% | +7.8% | 4.435% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 359,058 | $14.22M | 0.1% | -50.4% | 3.325% | |
| 2/7/2025 | Grant Street Asset Management Inc. | 93,830 | $3.72M | 1.0% | -13.4% | 0.869% | |
| 2/7/2025 | Frontier Asset Management LLC | 218,667 | $8.66M | 2.9% | -19.4% | 2.025% | |
| 2/7/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 9,410 | $373K | 0.0% | +76.2% | 0.087% | |
| 2/7/2025 | Beam Wealth Advisors Inc. | 10,248 | $406K | 0.1% | -13.9% | 0.095% | |
| 2/6/2025 | Raymond James Financial Inc. | 9,019 | $357K | 0.0% | N/A | 0.084% | |
| 2/6/2025 | Jones Financial Companies Lllp | 137,996 | $5.46M | 0.0% | +96.8% | 1.278% | |
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| 2/5/2025 | TPG Advisors LLC | 90,005 | $3.56M | 2.8% | +2.3% | 0.833% | |
| 2/4/2025 | Capital Advisors Ltd. LLC | 26,350 | $1.04M | 0.1% | -1.3% | 0.244% | |
| 2/3/2025 | Sigma Planning Corp | 10,765 | $426K | 0.0% | -77.5% | 0.100% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,200 | $523K | 0.0% | +32.7% | 0.122% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 18,719 | $741K | 0.0% | N/A | 0.173% | |
| 1/30/2025 | Allworth Financial LP | 260,677 | $10.68M | 0.1% | +18,206.0% | 2.414% | |
| 1/30/2025 | Principal Securities Inc. | 6,966 | $276K | 0.0% | +4.1% | 0.065% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 20,463 | $810K | 0.1% | N/A | 0.189% | |
| 1/29/2025 | Financial Connections Group Inc. | 47,756 | $1.89M | 0.9% | -0.6% | 0.442% | |
| 1/29/2025 | Wealthcare Capital Partners LLC | 5,123 | $203K | 0.1% | N/A | 0.047% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 3,284 | $130K | 0.1% | N/A | 0.030% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 112,182 | $4.44M | 0.1% | +18.1% | 1.039% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 18,719 | $741K | 0.0% | N/A | 0.173% | |
| 1/24/2025 | NavPoint Financial Inc. | 21,268 | $842K | 0.7% | -6.2% | 0.197% | |
| 1/23/2025 | Evernest Financial Advisors LLC | 8,855 | $351K | 0.1% | -10.8% | 0.082% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 5,803 | $230K | 0.0% | +115.7% | 0.054% | |
| 1/23/2025 | Equita Financial Network Inc. | 17,430 | $690K | 0.2% | +4.9% | 0.161% | |
| 1/23/2025 | Strategic Blueprint LLC | 16,383 | $649K | 0.0% | -2.7% | 0.152% | |
| 1/22/2025 | Perigon Wealth Management LLC | 19,176 | $775K | 0.0% | +2.3% | 0.178% | |
| 1/17/2025 | Adirondack Trust Co. | 6,712 | $266K | 0.1% | +12.8% | 0.062% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 865 | $34K | 0.0% | N/A | 0.008% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 43,929 | $1.74M | 0.1% | +2.7% | 0.407% | |
| 1/15/2025 | Yarger Wealth Strategies LLC | 314,680 | $12.46M | 7.2% | +24.2% | 2.914% | |
| 1/13/2025 | Future Financial Wealth Managment LLC | 7,426 | $294K | 0.2% | -23.6% | 0.069% | |
| 12/26/2024 | JPMorgan Chase & Co. | 105,256 | $4.31M | 0.0% | -0.8% | 0.975% | |
| 12/10/2024 | Garden State Investment Advisory Services LLC | 15,717 | $644K | 0.2% | -2.7% | 0.146% | |
| 11/25/2024 | Synovus Financial Corp | 16,292 | $667K | 0.0% | +100.5% | 0.151% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 11,928 | $486K | 0.0% | +13.6% | 0.110% | |
| 11/15/2024 | Continuum Advisory LLC | 30,031 | $1.23M | 0.2% | +38.2% | 0.278% | |
| 11/15/2024 | Stifel Financial Corp | 15,359 | $629K | 0.0% | +43.3% | 0.142% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 15,717 | $644K | 0.2% | -2.7% | 0.146% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 317,757 | $13.02M | 0.0% | +13.8% | 2.942% | |
| 11/13/2024 | FMR LLC | 145,746 | $5.97M | 0.0% | +15.5% | 1.350% | |
| 11/12/2024 | Studio Investment Management LLC | 25,604 | $1.05M | 0.2% | -5.3% | 0.237% | |
| 11/8/2024 | Grant Street Asset Management Inc. | 108,322 | $4.44M | 1.3% | +2.1% | 1.003% | |
| 11/8/2024 | Equita Financial Network Inc. | 16,609 | $680K | 0.2% | N/A | 0.154% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 28,351 | $1.16M | 0.0% | -3.6% | 0.263% | |
| 11/5/2024 | Souders Financial Advisors | 6,374 | $261K | 0.0% | -97.8% | 0.059% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 17,169 | $703K | 0.0% | -3.4% | 0.159% | |
| 11/5/2024 | Harbour Investments Inc. | 6,669 | $273K | 0.0% | +90.7% | 0.062% | |
| 11/4/2024 | Beam Wealth Advisors Inc. | 11,898 | $487K | 0.1% | +18.8% | 0.110% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 48,340 | $1.98M | 0.0% | +19.9% | 0.448% | |
| 11/4/2024 | Sigma Planning Corp | 47,852 | $1.96M | 0.1% | N/A | 0.443% | |
| 10/31/2024 | NavPoint Financial Inc. | 22,675 | $929K | 0.7% | +1.4% | 0.210% | |
| 10/31/2024 | Cozad Asset Management Inc. | 23,847 | $977K | 0.1% | -11.5% | 0.221% | |
| 10/30/2024 | United Advisor Group LLC | 181,239 | $7.42M | 1.7% | +13.7% | 1.678% | |
| 10/29/2024 | Empire Life Investments Inc. | 103,348 | $4.23M | 0.3% | +34.1% | 0.957% | |
| 10/28/2024 | TPG Advisors LLC | 88,002 | $3.61M | 2.8% | +4.0% | 0.815% | |
| 10/28/2024 | US Bancorp DE | 1,408 | $58K | 0.0% | N/A | 0.013% | |
| 10/25/2024 | Strategic Blueprint LLC | 16,836 | $690K | 0.0% | -2.7% | 0.156% | |
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| 10/23/2024 | Allworth Financial LP | 1,424 | $58K | 0.0% | +55.5% | 0.013% | |
| 10/22/2024 | International Assets Investment Management LLC | 49,152 | $2.01M | 0.0% | N/A | 0.455% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 724,560 | $29.68M | 0.3% | -2.4% | 6.709% | |
| 10/21/2024 | Evernest Financial Advisors LLC | 9,930 | $407K | 0.1% | -21.6% | 0.092% | |
| 10/19/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 5,340 | $219K | 0.0% | N/A | 0.049% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 122,579 | $5.02M | 0.2% | +1.7% | 1.135% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 42,785 | $1.75M | 0.1% | +8.7% | 0.396% | |
| 10/9/2024 | Adirondack Trust Co. | 5,950 | $244K | 0.1% | +41.7% | 0.055% | |
| 10/8/2024 | CWM LLC | 15,424 | $632K | 0.0% | +1,832.8% | 0.143% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 6,585 | $270K | 0.0% | -6.9% | 0.061% | |
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