| 4/30/2025 | MJP Associates Inc. ADV | 4,187 | $531K | 0.1% | N/A | 0.218% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,993 | $633K | 0.0% | -21.0% | 0.260% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 270 | $34K | 0.0% | N/A | 0.014% | |
| 4/23/2025 | Independence Asset Advisors LLC | 20,815 | $2.64M | 8.6% | +283.7% | 1.084% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 2,948 | $374K | 0.0% | +13.9% | 0.154% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,497 | $3.61M | 0.0% | +8.8% | 1.484% | |
| 4/21/2025 | L.M. Kohn & Company | 3,906 | $495K | 0.1% | N/A | 0.203% | |
| 4/21/2025 | Martin Worley Group | 65,624 | $8.32M | 4.7% | +13.2% | 3.418% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 12,816 | $1.62M | 0.0% | N/A | 0.668% | |
| 4/14/2025 | Tanglewood Wealth Management Inc. | 201,853 | $25.58M | 2.9% | N/A | 10.568% | |
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| 4/14/2025 | UMB Bank n.a. | 34,312 | $4.35M | 0.1% | -3.9% | 1.796% | |
| 4/9/2025 | Anderson Hoagland & Co. | 178,112 | $22.57M | 2.8% | -0.7% | 9.325% | |
| 4/8/2025 | Parallel Advisors LLC | 3,465 | $439K | 0.0% | +148.4% | 0.181% | |
| 2/14/2025 | Jane Street Group LLC | 3,330 | $401K | 0.0% | +76.3% | 0.345% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 278 | $34K | 0.0% | N/A | 0.029% | |
| 2/13/2025 | Keystone Financial Group | 8,934 | $1.08M | 0.1% | N/A | 0.926% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 8,284 | $998K | 0.3% | +402.4% | 0.858% | |
| 2/13/2025 | Bank of Montreal Can | 1,438 | $173K | 0.0% | +141.3% | 0.149% | |
| 2/13/2025 | Titleist Asset Management LLC | 22,020 | $2.65M | 0.3% | N/A | 2.282% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 6,317 | $761K | 0.0% | +10.8% | 0.655% | |
| 2/13/2025 | Smith Moore & CO. | 5,029 | $606K | 0.1% | N/A | 0.521% | |
| 2/12/2025 | Martin Worley Group | 57,993 | $6.99M | 4.4% | N/A | 6.010% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 8,448 | $1.02M | 0.0% | +165.0% | 0.875% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 2,700 | $325K | 0.0% | +38.3% | 0.280% | |
| 2/11/2025 | LPL Financial LLC | 20,491 | $2.47M | 0.0% | -47.0% | 2.123% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 24,470 | $2.95M | 0.0% | +404.6% | 2.536% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 13,510 | $1.63M | 0.0% | +9.4% | 1.400% | |
| 2/5/2025 | Parkside Financial Bank & Trust | 3,134 | $378K | 0.0% | +41.2% | 0.325% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 1,811 | $218K | 0.0% | N/A | 0.188% | |
| 1/30/2025 | Compass Financial Group INC SD | 10,873 | $1.31M | 0.2% | -2.6% | 1.127% | |
| 1/28/2025 | Independence Asset Advisors LLC | 5,425 | $654K | 3.0% | N/A | 0.562% | |
| 1/27/2025 | Caitlin John LLC | 4,632 | $558K | 0.4% | -6.5% | 0.480% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 101,199 | $12.20M | 0.2% | +7.0% | 10.487% | |
| 1/21/2025 | Anderson Hoagland & Co. | 179,328 | $22.01M | 2.3% | -2.9% | 18.583% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 2,589 | $312K | 0.0% | +43.2% | 0.268% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 1,649 | $200K | 0.1% | +12.3% | 0.171% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 3,188 | $388K | 0.0% | N/A | 0.330% | |
| 11/15/2024 | National Bank of Canada FI | 415 | $50K | 0.0% | +66.0% | 0.043% | |
| 11/15/2024 | Jane Street Group LLC | 1,889 | $230K | 0.0% | N/A | 0.196% | |
| 11/13/2024 | D.A. Davidson & CO. | 3,590 | $437K | 0.0% | -4.6% | 0.372% | |
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| 11/7/2024 | Pathstone Holdings LLC | 12,390 | $1.51M | 0.0% | -8.3% | 1.284% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 1,952 | $237K | 0.0% | N/A | 0.202% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 94,550 | $11.50M | 0.2% | +67.1% | 9.798% | |
| 10/9/2024 | UMB Bank n.a. | 35,764 | $4.35M | 0.1% | +3.1% | 3.706% | |
| 10/8/2024 | Anderson Hoagland & Co. | 184,593 | $22.38M | 2.3% | -0.8% | 19.129% | |
| 8/16/2024 | NewEdge Advisors LLC | 55,490 | $6.31M | 0.0% | N/A | 5.750% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 284 | $34K | 0.0% | N/A | 0.029% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 1,468 | $167K | 0.1% | +119.8% | 0.152% | |
| 8/5/2024 | Parkside Financial Bank & Trust | 2,220 | $252K | 0.0% | +4.1% | 0.230% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 56,597 | $6.43M | 0.2% | +5.3% | 5.865% | |
| 8/1/2024 | Interchange Capital Partners LLC | 5,556 | $631K | 0.2% | N/A | 0.576% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 3,903 | $444K | 0.0% | -2.7% | 0.404% | |
| 7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 1,901 | $216K | 0.1% | -5.2% | 0.197% | |
| 7/10/2024 | Compass Financial Group INC SD | 11,360 | $1.29M | 0.3% | -1.9% | 1.177% | |
| 7/10/2024 | Anderson Hoagland & Co. | 185,993 | $21.08M | 2.2% | +4.9% | 19.274% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 11,250 | $1.26M | 0.0% | -76.1% | 1.166% | |
| 4/26/2024 | UMB Bank n.a. | 34,677 | $3.88M | 0.1% | -1.5% | 3.593% | |
| 4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 2,006 | $224K | 0.1% | -5.0% | 0.208% | |
| 4/12/2024 | Anderson Hoagland & Co. | 177,224 | $19.29M | 2.2% | +1.9% | 20.371% | |
| 4/10/2024 | Compass Financial Group INC SD | 11,582 | $1.30M | 0.3% | -5.1% | 1.331% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 75,931 | $8.50M | 1.5% | -12.5% | 8.728% | |
| 2/12/2024 | Parallel Advisors LLC | 3,700 | $387K | 0.0% | -11.0% | 0.425% | |
| 2/9/2024 | Keystone Financial Group | 7,253 | $759K | 0.1% | +12.4% | 0.834% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 50,575 | $5.40M | 0.1% | -11.5% | 5.813% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 47,145 | $4.93M | 0.0% | +1.6% | 5.419% | |
| 2/6/2024 | Spire Wealth Management | 1,058 | $112K | 0.0% | -46.6% | 0.122% | |
| 1/25/2024 | International Assets Investment Management LLC | 26,160 | $2.74M | 0.0% | +10,364.0% | 3.007% | |
| 1/24/2024 | International Assets Investment Management LLC | 26,160 | $2.74M | 0.0% | +10,364.0% | 3.007% | |
| 1/23/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 2,111 | $221K | 0.1% | -4.4% | 0.243% | |
| 1/23/2024 | UMB Bank n.a. | 35,211 | $3.68M | 0.1% | -0.5% | 4.047% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 1,387 | $145K | 0.1% | +706.4% | 0.159% | |
| 1/19/2024 | Destiny Wealth Partners LLC | 86,762 | $9.04M | 1.7% | +7.0% | 9.973% | |
| 1/17/2024 | Anderson Hoagland & Co. | 173,919 | $18.16M | 2.2% | -0.8% | 19.991% | |
| 1/8/2024 | Compass Financial Group INC SD | 12,207 | $1.28M | 0.3% | -23.4% | 1.403% | |
| 11/9/2023 | UBS Group AG | 26,066 | $2.51M | 0.0% | -2.8% | 2.996% | |
| 11/8/2023 | Milestone Advisory Partners | 40,768 | $3.92M | 2.5% | N/A | 4.686% | |
| 11/8/2023 | Spire Wealth Management | 1,981 | $190K | 0.0% | +15.5% | 0.228% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 46,419 | $4.46M | 0.0% | +11.5% | 5.336% | |
| 11/6/2023 | Keystone Financial Group | 6,453 | $621K | 0.1% | +50.1% | 0.742% | |
| 10/31/2023 | Sharkey Howes & Javer | 5,569 | $536K | 0.1% | +14.8% | 0.640% | |
| 10/26/2023 | Graypoint LLC | 2,285 | $220K | 0.0% | N/A | 0.263% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,546 | $437K | 0.0% | -12.5% | 0.523% | |
| 10/18/2023 | UMB Bank n.a. | 35,371 | $3.40M | 0.1% | -44.0% | 4.066% | |
| 10/17/2023 | Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212K | 0.1% | N/A | 0.254% | |
| 10/12/2023 | IFP Advisors Inc | 809 | $78K | 0.0% | -60.0% | 0.093% | |
| 10/10/2023 | Destiny Wealth Partners LLC | 81,065 | $7.80M | 1.6% | +8.3% | 9.318% | |
| 10/10/2023 | Anderson Hoagland & Co. | 175,324 | $16.86M | 2.3% | -0.7% | 20.152% | |
| 10/5/2023 | Foundations Investment Advisors LLC | 57,178 | $5.50M | 0.2% | +51.5% | 6.572% | |
| 8/9/2023 | Spire Wealth Management | 1,715 | $171K | 0.0% | +13.4% | 0.197% | |
| 8/8/2023 | Brown Wealth Management LLC | 2,150 | $215K | 0.1% | N/A | 0.247% | |
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| 8/7/2023 | Keystone Financial Group | 4,300 | $429K | 0.1% | N/A | 0.494% | |
| 8/4/2023 | Parallel Advisors LLC | 4,570 | $456K | 0.0% | -13.7% | 0.525% | |
| 8/4/2023 | IFP Advisors Inc | 2,023 | $163K | 0.0% | +15.4% | 0.233% | |
| 7/31/2023 | LPL Financial LLC | 18,478 | $1.84M | 0.0% | +98.8% | 2.149% | |
| 7/26/2023 | Destiny Wealth Partners LLC | 74,825 | $7.60M | 1.5% | -7.9% | 8.701% | |
| 7/25/2023 | UMB Bank n.a. | 63,192 | $6.31M | 0.1% | -8.1% | 7.348% | |
| 7/19/2023 | Foundations Investment Advisors LLC | 37,739 | $3.77M | 0.1% | +27.4% | 4.388% | |
| 7/14/2023 | SeaCrest Wealth Management LLC | 4,309 | $430K | 0.1% | -4.4% | 0.501% | |
| 7/14/2023 | Sharkey Howes & Javer | 4,853 | $484K | 0.1% | N/A | 0.564% | |
| 7/11/2023 | Compass Financial Group INC SD | 16,691 | $1.67M | 0.5% | -1.6% | 1.941% | |
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