| 8/14/2025 | Raymond James Financial Inc. | 37,102 | $4.99M | 0.0% | +68.2% | 1.390% | |
| 8/14/2025 | NewEdge Advisors LLC | 7,334 | $986K | 0.0% | +29.0% | 0.275% | |
| 8/13/2025 | Victory Financial Group LLC | 20,808 | $2.80M | 0.4% | -18.9% | 0.779% | |
| 8/12/2025 | Barnes Pettey Financial Advisors LLC | 12,959 | $1.74M | 1.2% | +12.0% | 0.485% | |
| 8/12/2025 | Cowa LLC | 2,373 | $319K | 0.1% | N/A | 0.089% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 3,303 | $444K | 0.0% | N/A | 0.124% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 17,090 | $2.30M | 0.4% | -19.4% | 0.640% | |
| 8/4/2025 | Partners in Financial Planning | 20,019 | $2.69M | 0.5% | -2.9% | 0.750% | |
| 8/4/2025 | Savvy Advisors Inc. | 1,489 | $200K | 0.0% | N/A | 0.056% | |
| 8/4/2025 | World Investment Advisors | 1,722 | $232K | 0.0% | -7.3% | 0.064% | |
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| 8/1/2025 | Cedar Point Capital Partners LLC | 11,890 | $1.60M | 1.1% | +14.6% | 0.445% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 179,882 | $24.19M | 0.0% | -9.4% | 6.737% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 4,912 | $661K | 0.0% | -7.6% | 0.184% | |
| 7/31/2025 | Opus Capital Group LLC | 105,315 | $14.17M | 1.7% | +0.2% | 3.944% | |
| 7/30/2025 | TFB Advisors LLC | 10,147 | $1.37M | 0.4% | +19.8% | 0.380% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 12,608 | $1.70M | 0.2% | +2.4% | 0.472% | |
| 7/30/2025 | Bogart Wealth LLC | 500 | $67K | 0.0% | +100.0% | 0.019% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 5,413 | $728K | 0.0% | +8.5% | 0.203% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,533 | $206K | 0.2% | N/A | 0.057% | |
| 7/25/2025 | RHS Financial LLC | 1,602 | $215K | 0.1% | N/A | 0.060% | |
| 7/25/2025 | Apollon Wealth Management LLC | 6,842 | $920K | 0.0% | N/A | 0.256% | |
| 7/24/2025 | JNBA Financial Advisors | 229 | $31K | 0.0% | +47.7% | 0.009% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 4,163 | $560K | 0.2% | N/A | 0.156% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 442 | $59K | 0.0% | N/A | 0.017% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 15,969 | $2.15M | 0.1% | +133.2% | 0.598% | |
| 7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 23,969 | $3.22M | 0.5% | -10.0% | 0.898% | |
| 7/11/2025 | UMB Bank n.a. | 53,878 | $7.25M | 0.1% | -1.7% | 2.018% | |
| 7/10/2025 | Anderson Hoagland & Co. | 294,221 | $39.57M | 3.8% | 0.0% | 11.020% | |
| 7/7/2025 | First Citizens Financial Corp | 2,248 | $302K | 0.2% | N/A | 0.084% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 19,637 | $2.48M | 0.1% | +89.1% | 0.735% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 4,991 | $630K | 0.0% | +11.2% | 0.187% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,687 | $718K | 0.0% | -11.6% | 0.213% | |
| 5/16/2025 | AQR Capital Management LLC | 6,765 | $854K | 0.0% | +34.9% | 0.253% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,318 | $672K | 0.0% | +110.8% | 0.199% | |
| 5/15/2025 | Royal Bank of Canada | 14,709 | $1.86M | 0.0% | +7.9% | 0.551% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 81,920 | $10.35M | 1.5% | +3.2% | 3.068% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 10,377 | $1.31M | 0.9% | +5.0% | 0.389% | |
| 5/14/2025 | TFB Advisors LLC | 8,473 | $1.07M | 0.3% | +57.0% | 0.317% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 50,957 | $6.44M | 0.2% | +390.6% | 1.975% | |
| 5/7/2025 | LPL Financial LLC | 76,057 | $9.61M | 0.0% | +11.0% | 2.948% | |
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| 5/7/2025 | Baron Silver Stevens Financial Advisors LLC | 26,618 | $3.36M | 0.6% | +11.0% | 1.032% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 2,542 | $321K | 0.0% | +28.8% | 0.099% | |
| 5/2/2025 | Bogart Wealth LLC | 250 | $32K | 0.0% | N/A | 0.010% | |
| 4/30/2025 | Opus Capital Group LLC | 105,153 | $13.28M | 1.7% | -0.7% | 4.076% | |
| 4/30/2025 | Partners in Financial Planning | 20,619 | $2.60M | 0.5% | -1.4% | 0.799% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 198,594 | $25.08M | 0.0% | -0.5% | 7.697% | |
| 4/29/2025 | Bank of New York Mellon Corp | 5,155 | $651K | 0.0% | -59.0% | 0.200% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 12,310 | $1.56M | 0.2% | +18.7% | 0.477% | |
| 4/28/2025 | Private Trust Co. NA | 300 | $38K | 0.0% | -40.0% | 0.012% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 11,570 | $1.46M | 1.1% | +322.4% | 0.448% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 21,201 | $2.68M | 0.5% | -2.0% | 0.822% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 56,221 | $7.10M | 0.0% | -0.9% | 2.179% | |
| 4/21/2025 | L.M. Kohn & Company | 3,812 | $481K | 0.1% | N/A | 0.148% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 6,849 | $865K | 0.0% | +12,130.4% | 0.261% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 2,089 | $264K | 0.0% | N/A | 0.080% | |
| 4/15/2025 | Transform Wealth LLC | 12,170 | $1.54M | 0.1% | -18.1% | 0.465% | |
| 4/14/2025 | UMB Bank n.a. | 54,835 | $6.93M | 0.1% | -6.3% | 2.093% | |
| 4/9/2025 | Anderson Hoagland & Co. | 294,338 | $37.18M | 4.6% | -3.6% | 11.234% | |
| 3/12/2025 | Centaurus Financial Inc. | 1,920 | $251K | 0.0% | +19.9% | 0.074% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 2,523 | $330K | 0.0% | -39.1% | 0.122% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 2,500 | $326K | 0.0% | N/A | 0.121% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 1,917 | $250K | 0.0% | N/A | 0.093% | |
| 2/14/2025 | Stifel Financial Corp | 6,799 | $888K | 0.0% | -5.2% | 0.328% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,431 | $840K | 0.0% | +22.2% | 0.311% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 199,666 | $26.07M | 0.0% | -5.5% | 9.646% | |
| 2/12/2025 | World Investment Advisors | 1,924 | $251K | 0.0% | +9.1% | 0.093% | |
| 2/12/2025 | Partners in Financial Planning | 20,903 | $2.73M | 0.6% | N/A | 1.010% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 4,098 | $535K | 0.1% | -3.8% | 0.198% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 4,487 | $586K | 0.0% | +10.5% | 0.217% | |
| 2/11/2025 | LPL Financial LLC | 68,491 | $8.94M | 0.0% | +81.0% | 3.309% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 3,594 | $469K | 0.0% | +3.8% | 0.174% | |
| 2/10/2025 | Tidemark LLC | 275 | $36K | 0.0% | N/A | 0.013% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,086 | $1.45M | 0.0% | +11.4% | 0.536% | |
| 2/6/2025 | Raymond James Financial Inc. | 73,038 | $9.54M | 0.0% | N/A | 3.528% | |
| 2/5/2025 | Parkside Financial Bank & Trust | 1,321 | $172K | 0.0% | +35.9% | 0.064% | |
| 2/4/2025 | Bank of New York Mellon Corp | 12,565 | $1.64M | 0.0% | +4.4% | 0.607% | |
| 1/31/2025 | Global Retirement Partners LLC | 201 | $26K | 0.0% | N/A | 0.010% | |
| 1/31/2025 | Opus Capital Group LLC | 105,878 | $13.83M | 1.8% | -0.7% | 5.115% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 21,623 | $2.82M | 0.6% | -0.7% | 1.045% | |
| 1/29/2025 | TFB Advisors LLC | 5,398 | $705K | 0.2% | +65.7% | 0.261% | |
| 1/27/2025 | Onyx Bridge Wealth Group LLC | 10,368 | $1.35M | 0.2% | +6.3% | 0.501% | |
| 1/27/2025 | Cassia Capital Partners LLC | 2,256 | $295K | 0.2% | -6.0% | 0.109% | |
| 1/23/2025 | Barnes Pettey Financial Advisors LLC | 2,739 | $358K | 0.3% | N/A | 0.132% | |
| 1/21/2025 | Anderson Hoagland & Co. | 305,179 | $41.14M | 4.2% | -1.9% | 14.743% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 10,387 | $1.36M | 0.0% | -35.1% | 0.502% | |
| 1/17/2025 | Baron Silver Stevens Financial Advisors LLC | 23,984 | $3.13M | 0.5% | +11.1% | 1.159% | |
| 1/17/2025 | Transform Wealth LLC | 14,861 | $1.94M | 0.1% | N/A | 0.718% | |
| 1/16/2025 | UMB Bank n.a. | 58,530 | $7.64M | 0.1% | -0.2% | 2.828% | |
| 1/13/2025 | Brookstone Capital Management | 1,659 | $217K | 0.0% | N/A | 0.080% | |
| 11/15/2024 | LRI Investments LLC | 972 | $133K | 0.0% | N/A | 0.047% | |
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| 11/15/2024 | Glass Jacobson Investment Advisors llc | 207 | $27K | 0.0% | +213.6% | 0.010% | |
| 11/15/2024 | Jane Street Group LLC | 3,768 | $491K | 0.0% | -8.4% | 0.182% | |
| 11/15/2024 | Stifel Financial Corp | 7,175 | $936K | 0.0% | -2.0% | 0.347% | |
| 11/12/2024 | Centaurus Financial Inc. | 1,602 | $209K | 0.0% | +18.1% | 0.077% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 4,060 | $529K | 0.0% | +9.5% | 0.196% | |
| 10/31/2024 | TFB Advisors LLC | 3,258 | $425K | 0.1% | N/A | 0.157% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 21,773 | $2.84M | 0.6% | +13.1% | 1.052% | |
| 10/28/2024 | Baron Silver Stevens Financial Advisors LLC | 21,596 | $2.82M | 0.5% | +21.6% | 1.043% | |
| 10/18/2024 | Raymond James & Associates | 60,506 | $7.89M | 0.0% | +197.5% | 2.923% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 9,752 | $1.27M | 0.2% | +15.9% | 0.471% | |
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