| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 10/16/2024 | Physician Wealth Advisors Inc. | 4,261 | $567K | 0.1% | -2.3% | 0.206% | |
| 10/9/2024 | UMB Bank n.a. | 58,674 | $7.65M | 0.1% | -5.0% | 2.834% | |
| 10/8/2024 | Anderson Hoagland & Co. | 311,216 | $40.69M | 4.2% | -0.2% | 15.035% | |
| 9/23/2024 | Centaurus Financial Inc. | 1,356 | $166K | 0.0% | +10.6% | 0.066% | |
| 8/27/2024 | Custom Portfolio Group LLC | 12,476 | $1.43M | 1.1% | -16.5% | 0.603% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 237,136 | $29.03M | 0.0% | -9.4% | 11.456% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 41,286 | $5.05M | 0.0% | +4.0% | 1.994% | |
| 7/29/2024 | UMB Bank n.a. | 61,744 | $7.56M | 0.1% | +0.4% | 2.983% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 19,255 | $2.36M | 0.5% | +30.6% | 0.930% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 3,707 | $454K | 0.0% | N/A | 0.179% | |
| 7/26/2024 | Bank of New York Mellon Corp | 11,999 | $1.47M | 0.0% | -2.9% | 0.580% | |
| 7/22/2024 | Onyx Bridge Wealth Group LLC | 8,414 | $1.03M | 0.2% | +9.7% | 0.406% | |
| 7/20/2024 | First Horizon Advisors Inc. | 1,088 | $133K | 0.0% | -18.3% | 0.053% | |
| 7/19/2024 | Raymond James & Associates | 20,339 | $2.49M | 0.0% | +167.0% | 0.983% | |
| 7/18/2024 | Baron Silver Stevens Financial Advisors LLC | 17,764 | $2.17M | 0.4% | +7.9% | 0.858% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 3,529 | $432K | 0.0% | -28.5% | 0.170% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 2,226 | $273K | 0.0% | +34.2% | 0.108% | |
| 7/10/2024 | Anderson Hoagland & Co. | 311,780 | $37.84M | 4.0% | -1.8% | 15.062% | |
| 5/22/2024 | Cedar Point Capital Partners LLC | 9,712 | $1.23M | 0.9% | +6.9% | 0.469% | |
| 5/17/2024 | Comerica Bank | 210 | $27K | 0.0% | N/A | 0.010% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 24,753 | $3.14M | 0.1% | -8.9% | 1.196% | |
| 5/3/2024 | Absolute Capital Management LLC | 23,656 | $3.00M | 1.9% | -0.8% | 1.143% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 16,468 | $2.09M | 0.4% | +5.9% | 0.796% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 39,697 | $5.04M | 0.0% | +3.7% | 1.918% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 7,672 | $936K | 0.2% | +1.8% | 0.371% | |
| 4/26/2024 | UMB Bank n.a. | 61,486 | $7.80M | 0.1% | -1.3% | 2.970% | |
| 4/26/2024 | Opus Capital Group LLC | 96,845 | $12.29M | 1.8% | -5.8% | 4.679% | |
| 4/22/2024 | Cassia Capital Partners LLC | 2,520 | $320K | 0.2% | +10.6% | 0.122% | |
| 4/12/2024 | Anderson Hoagland & Co. | 317,395 | $38.98M | 4.4% | +1.3% | 19.353% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,959 | $569K | 0.0% | -3.8% | 0.302% | |
| 2/7/2024 | Baron Silver Stevens Financial Advisors LLC | 15,551 | $1.79M | 0.4% | +41.4% | 0.948% | |
| 2/7/2024 | Principal Securities Inc. | 932 | $107K | 0.0% | N/A | 0.057% | |
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| 2/6/2024 | Great Valley Advisor Group Inc. | 3,612 | $415K | 0.0% | N/A | 0.220% | |
| 2/3/2024 | Cedar Point Capital Partners LLC | 9,088 | $1.04M | 0.9% | N/A | 0.554% | |
| 2/2/2024 | Absolute Capital Management LLC | 23,847 | $2.74M | 2.5% | -4.2% | 1.454% | |
| 2/1/2024 | Parkside Financial Bank & Trust | 972 | $112K | 0.0% | +403.6% | 0.059% | |
| 1/31/2024 | Onyx Bridge Wealth Group LLC | 7,539 | $866K | 0.2% | +19.3% | 0.460% | |
| 1/31/2024 | Opus Capital Group LLC | 102,778 | $11.80M | 1.9% | -1.0% | 6.267% | |
| 1/29/2024 | Cassia Capital Partners LLC | 2,279 | $262K | 0.2% | -20.6% | 0.139% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 27,161 | $3.12M | 0.2% | -9.6% | 1.656% | |
| 1/24/2024 | Walkner Condon Financial Advisors LLC | 11,360 | $1.31M | 0.3% | +86.5% | 0.693% | |
| 1/23/2024 | UMB Bank n.a. | 62,279 | $7.15M | 0.1% | +3.5% | 3.798% | |
