| 8/8/2025 | AJ Advisors LLC | 94,855 | $1.84M | 0.8% | N/A | 0.558% | |
| 8/7/2025 | Verus Capital Partners LLC | 18,875 | $366K | 0.0% | +10.2% | 0.111% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 737,476 | $14.05M | 11.6% | +14.1% | 4.338% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 154,979 | $3.00M | 2.1% | -21.3% | 0.912% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,016,602 | $19.69M | 0.0% | +69.7% | 5.980% | |
| 7/31/2025 | Hobart Private Capital LLC | 52,055 | $1.01M | 0.2% | +1.5% | 0.306% | |
| 7/29/2025 | Private Trust Co. NA | 5,238 | $101K | 0.0% | N/A | 0.031% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 201,350 | $3.90M | 0.0% | +65.7% | 1.184% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 937,826 | $18.17M | 1.1% | +0.9% | 5.517% | |
| 7/24/2025 | US Bancorp DE | 271,307 | $5.26M | 0.0% | +151.4% | 1.596% | |
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| 7/23/2025 | Tyche Wealth Partners LLC | 25,263 | $489K | 0.1% | N/A | 0.149% | |
| 7/22/2025 | Belpointe Asset Management LLC | 11,420 | $221K | 0.0% | N/A | 0.067% | |
| 7/22/2025 | DAVENPORT & Co LLC | 20,708 | $401K | 0.0% | +36.4% | 0.122% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 15,002 | $288K | 0.1% | -17.1% | 0.088% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 62,751 | $1.22M | 0.1% | +5.3% | 0.369% | |
| 7/18/2025 | PFG Investments LLC | 24,844 | $481K | 0.0% | +8.2% | 0.146% | |
| 7/18/2025 | Brueske Advisory Services LLC | 30,075 | $583K | 0.4% | N/A | 0.177% | |
| 7/18/2025 | Truist Financial Corp | 11,786 | $228K | 0.0% | -4.7% | 0.069% | |
| 7/15/2025 | McAdam LLC | 146,116 | $2.83M | 0.2% | +14.2% | 0.860% | |
| 7/7/2025 | First Community Trust NA | 2,113 | $41K | 0.0% | -50.0% | 0.013% | |
| 5/21/2025 | McAdam LLC | 127,910 | $2.44M | 0.2% | +29.9% | 0.820% | |
| 5/19/2025 | Jane Street Group LLC | 120,189 | $2.29M | 0.0% | +373.7% | 0.770% | |
| 5/16/2025 | Empowered Funds LLC | 403,415 | $7.64M | 0.1% | N/A | 2.586% | |
| 5/16/2025 | NewEdge Advisors LLC | 77,899 | $1.48M | 0.0% | N/A | 0.499% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 262,430 | $5.00M | 0.1% | N/A | 1.682% | |
| 5/15/2025 | Royal Bank of Canada | 240,680 | $4.59M | 0.0% | +102.9% | 1.543% | |
| 5/14/2025 | CreativeOne Wealth LLC | 39,118 | $745K | 0.0% | N/A | 0.251% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 196,825 | $3.75M | 2.5% | +0.3% | 1.262% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 25,996 | $496K | 0.0% | +133.9% | 0.167% | |
| 5/13/2025 | Raymond James Financial Inc. | 580,302 | $11.06M | 0.0% | -6.8% | 3.720% | |
| 5/8/2025 | US Bancorp DE | 107,924 | $2.06M | 0.0% | N/A | 0.701% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 512,621 | $9.44M | 0.9% | -5.5% | 3.329% | |
| 5/7/2025 | LPL Financial LLC | 1,391,583 | $26.51M | 0.0% | +120.5% | 9.036% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 209,376 | $3.99M | 0.5% | N/A | 1.360% | |
| 5/5/2025 | Private Advisor Group LLC | 21,800 | $415K | 0.0% | N/A | 0.142% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 10,278 | $196K | 0.1% | -59.4% | 0.067% | |
| 4/30/2025 | Principal Securities Inc. | 849,822 | $16.30M | 0.4% | +0.1% | 5.518% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 599,008 | $11.41M | 0.0% | +9.8% | 3.890% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 39,250 | $748K | 0.1% | +376.5% | 0.255% | |
| 4/28/2025 | Principal Financial Group Inc. | 2,607,556 | $49.67M | 0.0% | +3.1% | 16.932% | |
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| 4/28/2025 | DAVENPORT & Co LLC | 15,181 | $289K | 0.0% | N/A | 0.099% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 59,587 | $1.14M | 0.0% | +8.3% | 0.387% | |
| 4/24/2025 | Legacy CG LLC | 324,764 | $6.19M | 2.0% | +27.4% | 2.109% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 18,107 | $345K | 0.1% | +66.5% | 0.118% | |
| 4/23/2025 | Systelligence LLC | 262,354 | $5.00M | 1.2% | -45.2% | 1.704% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,961 | $361K | 0.0% | +67.3% | 0.123% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 121,497 | $2.32M | 0.0% | N/A | 0.789% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 15,207 | $290K | 0.0% | -6.5% | 0.096% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 929,537 | $17.71M | 1.2% | +5.6% | 5.846% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 5,738 | $109K | 0.0% | +81.9% | 0.036% | |
| 4/1/2025 | Hobart Private Capital LLC | 51,289 | $977K | 0.2% | -24.1% | 0.323% | |
| 2/18/2025 | Western Wealth Management LLC | 15,722 | $302K | 0.1% | +4.6% | 0.169% | |
| 2/14/2025 | Jane Street Group LLC | 25,370 | $487K | 0.0% | -68.7% | 0.273% | |
| 2/14/2025 | Stifel Financial Corp | 36,868 | $707K | 0.0% | +32.0% | 0.396% | |
| 2/13/2025 | Mariner LLC | 13,193 | $253K | 0.0% | N/A | 0.142% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 646,289 | $12.40M | 11.0% | +5.4% | 6.949% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 545,457 | $10.46M | 0.0% | +5.5% | 5.865% | |
| 2/13/2025 | Wells Fargo & Company MN | 184,737 | $3.54M | 0.0% | N/A | 1.986% | |
| 2/12/2025 | Nicolet Advisory Services LLC | 542,704 | $10.43M | 1.0% | +1.6% | 5.836% | |
| 2/12/2025 | JPMorgan Chase & Co. | 583,350 | $11.19M | 0.0% | -4.3% | 6.273% | |
| 2/11/2025 | LPL Financial LLC | 631,078 | $12.10M | 0.0% | +61.7% | 6.786% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 28,021 | $537K | 0.0% | +83.3% | 0.301% | |
| 2/7/2025 | Oak Hill Wealth Advisors LLC | 10,875 | $209K | 0.0% | N/A | 0.117% | |
| 2/6/2025 | Raymond James Financial Inc. | 622,344 | $11.94M | 0.0% | N/A | 6.692% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 11,115 | $213K | 0.0% | +65.6% | 0.120% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,979 | $134K | 0.0% | +16.5% | 0.075% | |
| 1/31/2025 | Truist Financial Corp | 13,227 | $254K | 0.0% | -26.3% | 0.142% | |
| 1/31/2025 | Systelligence LLC | 478,880 | $9.19M | 2.3% | -0.5% | 5.149% | |
| 1/31/2025 | Principal Financial Group Inc. | 2,529,582 | $48.52M | 0.0% | +8.0% | 27.200% | |
| 1/30/2025 | Principal Securities Inc. | 849,222 | $16.29M | 0.4% | +16.0% | 9.131% | |
| 1/29/2025 | TFB Advisors LLC | 10,185 | $195K | 0.1% | N/A | 0.110% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 38,078 | $730K | 0.0% | +1.8% | 0.409% | |
| 1/28/2025 | Hobart Private Capital LLC | 67,551 | $1.30M | 0.3% | +68.0% | 0.726% | |
| 1/27/2025 | Legacy CG LLC | 254,928 | $4.89M | 1.5% | -0.3% | 2.741% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 3,154 | $60K | 0.0% | +32.6% | 0.034% | |
| 1/24/2025 | McAdam LLC | 98,431 | $1.89M | 0.1% | +57.1% | 1.058% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 8,237 | $158K | 0.0% | +241.6% | 0.089% | |
| 1/23/2025 | Strategic Planning Group LLC | 1,051,167 | $20.16M | 3.7% | +5.2% | 11.303% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 25,285 | $485K | 0.2% | -39.0% | 0.272% | |
| 1/22/2025 | PFG Investments LLC | 23,043 | $442K | 0.0% | +3.4% | 0.248% | |
| 1/21/2025 | Cyndeo Wealth Partners LLC | 880,460 | $16.89M | 1.1% | +1.9% | 9.467% | |
| 1/17/2025 | Cedar Point Capital Partners LLC | 196,176 | $3.76M | 2.5% | +2.3% | 2.109% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 16,257 | $312K | 0.0% | -21.3% | 0.175% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 55,014 | $1.06M | 0.0% | +42.4% | 0.592% | |
| 12/26/2024 | JPMorgan Chase & Co. | 609,578 | $11.91M | 0.0% | +12.7% | 6.555% | |
| 12/19/2024 | Principal Financial Group Inc. | 2,342,546 | $45.75M | 0.0% | +1.2% | 25.189% | |
| 11/15/2024 | MML Investors Services LLC | 13,771 | $269K | 0.0% | N/A | 0.148% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 36,563 | $714K | 0.0% | +45.8% | 0.393% | |
| 11/15/2024 | Jane Street Group LLC | 81,073 | $1.58M | 0.0% | N/A | 0.872% | |
| 11/15/2024 | Stifel Financial Corp | 27,936 | $546K | 0.0% | N/A | 0.300% | |
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| 11/12/2024 | Nicolet Advisory Services LLC | 534,036 | $10.40M | 1.0% | -32.1% | 5.742% | |
| 11/5/2024 | Systelligence LLC | 481,186 | $9.40M | 2.3% | -1.0% | 5.174% | |
| 10/31/2024 | Principal Financial Group Inc. | 2,342,546 | $45.75M | 0.0% | +1.2% | 25.189% | |
| 10/30/2024 | Legacy CG LLC | 255,706 | $4.99M | 1.6% | -0.5% | 2.750% | |
| 10/29/2024 | Cedar Point Capital Partners LLC | 191,808 | $3.75M | 2.6% | -26.9% | 2.062% | |
| 10/28/2024 | Principal Securities Inc. | 731,823 | $14.29M | 0.3% | +89.4% | 7.869% | |
| 10/24/2024 | PFG Investments LLC | 22,290 | $435K | 0.0% | N/A | 0.240% | |
| 10/23/2024 | PSI Advisors LLC | 5,824 | $114K | 0.0% | -21.0% | 0.063% | |
| 10/22/2024 | McAdam LLC | 62,644 | $1.22M | 0.1% | N/A | 0.674% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 864,409 | $16.88M | 1.2% | +3.0% | 9.295% | |
