| 5/13/2025 | Mill Creek Capital Advisors LLC | 8,010 | $328K | 0.0% | -58.9% | 0.057% | |
| 5/8/2025 | Arkadios Wealth Advisors | 14,603 | $598K | 0.0% | +39.5% | 0.103% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 52,572 | $2.15M | 0.0% | -6.1% | 0.391% | |
| 2/17/2025 | Baird Financial Group Inc. | 26,016 | $998K | 0.0% | N/A | 0.198% | |
| 2/17/2025 | Ameriprise Financial Inc. | 21,608 | $829K | 0.0% | +5.7% | 0.164% | |
| 1/29/2025 | Mill Creek Capital Advisors LLC | 19,486 | $747K | 0.0% | -27.3% | 0.146% | |
| 1/15/2025 | Arkadios Wealth Advisors | 10,471 | $402K | 0.0% | +11.4% | 0.076% | |
| 12/26/2024 | JPMorgan Chase & Co. | 60,573 | $2.47M | 0.0% | +8.6% | 0.419% | |
| 11/6/2024 | Mill Creek Capital Advisors LLC | 26,788 | $1.09M | 0.0% | -6.5% | 0.185% | |
| 10/24/2024 | Arkadios Wealth Advisors | 9,398 | $383K | 0.0% | +23.7% | 0.065% | |
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| 8/14/2024 | Mill Creek Capital Advisors LLC | 28,661 | $1.03M | 0.0% | -88.6% | 0.183% | |
| 7/9/2024 | Lynx Investment Advisory | 2,680 | $96K | 0.1% | N/A | 0.017% | |
| 5/17/2024 | Comerica Bank | 6,579 | $242K | 0.0% | -13.7% | 0.039% | |
| 4/30/2024 | Arkadios Wealth Advisors | 7,530 | $277K | 0.0% | -17.8% | 0.044% | |
| 3/4/2024 | Vima LLC | 929 | $34K | 0.1% | N/A | 0.004% | |
| 1/30/2024 | S. R. Schill & Associates | 5,649 | $205K | 0.1% | N/A | 0.024% | |
| 1/4/2024 | Arden Trust Co | 112,940 | $4.11M | 0.6% | +2.0% | 0.454% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 1,192,694 | $40.41M | 0.1% | -1.6% | 4.790% | |
| 10/24/2023 | Bank of New York Mellon Corp | 196,117 | $6.64M | 0.0% | -16.3% | 0.750% | |
| 10/10/2023 | Arden Trust Co | 110,694 | $3.75M | 0.6% | -5.5% | 0.414% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 1,211,971 | $44.44M | 0.1% | -2.1% | 4.208% | |
| 8/9/2023 | Flow Traders U.S. LLC | 31,376 | $1.15M | 0.1% | N/A | 0.109% | |
| 8/4/2023 | EverSource Wealth Advisors LLC | 915 | $34K | 0.0% | -50.9% | 0.003% | |
| 8/3/2023 | Bank of New York Mellon Corp | 234,288 | $8.59M | 0.0% | N/A | 0.815% | |
| 7/14/2023 | Arden Trust Co | 117,153 | $4.30M | 0.7% | +1.0% | 0.407% | |
| 5/2/2023 | Arkadios Wealth Advisors | 10,227 | $381K | 0.0% | -6.8% | 0.034% | |
| 5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 8,065 | $298K | 0.0% | +71.2% | 0.026% | |
| 4/17/2023 | Arden Trust Co | 115,967 | $4.32M | 0.8% | -35.1% | 0.385% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 9,301 | $354K | 0.0% | -53.1% | 0.036% | |
| 2/9/2023 | EverSource Wealth Advisors LLC | 1,865 | $71K | 0.0% | N/A | 0.007% | |
| 2/3/2023 | CX Institutional | 204,927 | $7.80M | 0.5% | +3.0% | 0.790% | |
| 1/26/2023 | Strategic Blueprint LLC | 5,738 | $218K | 0.0% | N/A | 0.022% | |
| 1/26/2023 | S. R. Schill & Associates | 5,704 | $217K | 0.1% | N/A | 0.022% | |
| 1/20/2023 | Arden Trust Co | 178,803 | $6.80M | 1.4% | -2.5% | 0.694% | |
| 1/9/2023 | MinichMacGregor Wealth Management LLC | 1,221 | $46K | 0.0% | N/A | 0.005% | |
| 10/21/2022 | Arkadios Wealth Advisors | 11,220 | $383K | 0.1% | +106.3% | 0.052% | |
| 10/20/2022 | Arden Trust Co | 183,315 | $6.26M | 1.6% | -12.4% | 0.853% | |
| 8/12/2022 | Strategic Blueprint LLC | 5,806 | $219K | 0.0% | -4.3% | 0.037% | |
| 8/12/2022 | Financial Engines Advisors L.L.C. | 1,378,077 | $51.91M | 0.2% | -4.0% | 8.722% | |
| 7/13/2022 | ACG Wealth | 1,400 | $53K | 0.0% | N/A | 0.009% | |
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| 7/12/2022 | Arden Trust Co | 209,165 | $7.88M | 1.8% | -11.5% | 1.307% | |
| 7/11/2022 | Gradient Investments LLC | 1,251,207 | $47.13M | 1.4% | +1.7% | 7.820% | |
| 5/27/2022 | CFS Investment Advisory Services LLC | 456,516 | $315K | 1.4% | +4,267.3% | 2.481% | |
| 5/26/2022 | Gradient Investments LLC | 1,230,628 | $48.84M | 1.3% | +1.5% | 6.688% | |
| 5/12/2022 | Financial Engines Advisors L.L.C. | 1,435,403 | $56.97M | 0.2% | -38.4% | 9.601% | |
| 5/12/2022 | Private Advisor Group LLC | 149,195 | $5.92M | 0.0% | +1.3% | 0.809% | |
| 5/12/2022 | Cambridge Trust Co. | 7,238 | $287K | 0.0% | N/A | 0.039% | |
| 5/11/2022 | Raymond James Financial Services Advisors Inc. | 223,848 | $8.88M | 0.0% | -4.6% | 1.213% | |
| 5/10/2022 | SILVER OAK SECURITIES Inc | 47,375 | $1.92M | 0.4% | N/A | 0.257% | |
| 5/10/2022 | Western Wealth Management LLC | 73,209 | $2.91M | 0.1% | +1,046.4% | 0.397% | |
| 5/9/2022 | Northwestern Mutual Wealth Management Co. | 37,471 | $1.49M | 0.0% | +0.9% | 0.203% | |
| 5/9/2022 | CX Institutional | 128,488 | $5.10M | 0.4% | -29.4% | 0.696% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 77,052 | $4.51M | 0.0% | +65.5% | 0.329% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 432,087 | $17.15M | 0.0% | +7.9% | 1.847% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 14,406 | $572K | 0.0% | +21.6% | 0.062% | |
| 5/2/2022 | XML Financial LLC | 267,502 | $10.62M | 1.3% | +2.0% | 1.454% | |
| 5/2/2022 | Arkadios Wealth Advisors | 5,589 | $222K | 0.0% | -78.4% | 0.030% | |
| 4/28/2022 | Sovereign Investment Advisors LLC | 132,931 | $5.28M | 2.1% | +0.8% | 0.726% | |
| 4/27/2022 | Avantax Advisory Services Inc. | 40,590 | $1.61M | 0.0% | +1.8% | 0.222% | |
| 4/26/2022 | Good Life Advisors LLC | 5,250 | $208K | 0.0% | N/A | 0.029% | |
| 4/26/2022 | Stratos Wealth Partners LTD. | 5,730 | $227K | 0.0% | -8.0% | 0.031% | |
| 4/22/2022 | Allworth Financial LP | 54,930 | $2.18M | 0.0% | +19.9% | 0.299% | |
| 4/13/2022 | Investors Research Corp | 3,382 | $134K | 0.0% | +23.3% | 0.018% | |
| 4/11/2022 | Arden Trust Co | 236,407 | $9.38M | 1.8% | -9.2% | 1.288% | |
| 3/7/2022 | Stephens Inc. AR | 19,150 | $767K | 0.0% | -5.0% | 0.105% | |
| 2/15/2022 | CFS Investment Advisory Services LLC | 10,453 | $411K | 0.1% | -12.5% | 0.054% | |
| 2/14/2022 | LPL Financial LLC | 295,572 | $11.84M | 0.0% | +3.4% | 1.539% | |
| 2/10/2022 | Private Advisor Group LLC | 147,252 | $5.90M | 0.0% | -3.2% | 0.767% | |
| 2/10/2022 | Financial Engines Advisors L.L.C. | 2,329,584 | $93.81M | 0.2% | -1.1% | 12.102% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 234,574 | $9.39M | 0.0% | -1.0% | 1.219% | |
| 2/8/2022 | Bank of America Corp DE | 348,066 | $13.94M | 0.0% | -0.3% | 1.808% | |
| 2/8/2022 | Raymond James & Associates | 52,353 | $2.10M | 0.0% | +9.4% | 0.272% | |
| 2/7/2022 | Sovereign Investment Advisors LLC | 131,902 | $5.28M | 2.1% | +0.6% | 0.685% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 11,851 | $475K | 0.0% | +9.2% | 0.062% | |
| 2/3/2022 | Element Wealth LLC | 5,338 | $214K | 0.2% | N/A | 0.028% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 46,570 | $1.87M | 0.0% | +1.6% | 0.243% | |
| 2/3/2022 | Arkadios Wealth Advisors | 25,819 | $1.03M | 0.1% | -5.0% | 0.124% | |
| 2/3/2022 | Northwestern Mutual Wealth Management Co. | 37,122 | $1.49M | 0.0% | +17.8% | 0.178% | |
| 2/1/2022 | XML Financial LLC | 262,322 | $10.50M | 1.3% | +0.8% | 1.338% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 400,602 | $16.04M | 0.0% | +9.0% | 2.044% | |
| 1/27/2022 | Investors Research Corp | 2,742 | $110K | 0.0% | +30.4% | 0.014% | |
| 1/27/2022 | Janney Montgomery Scott LLC | 140,326 | $5.62M | 0.0% | +1.5% | 0.721% | |
| 1/24/2022 | Arden Trust Co | 260,363 | $10.43M | 1.8% | -64.3% | 1.332% | |
| 1/24/2022 | Avantax Advisory Services Inc. | 39,877 | $1.60M | 0.0% | +2.4% | 0.204% | |
| 1/21/2022 | Allworth Financial LP | 45,810 | $1.83M | 0.0% | -5.6% | 0.234% | |
| 1/18/2022 | CX Institutional | 181,973 | $7.29M | 0.6% | +2.3% | 0.933% | |
| 1/14/2022 | Fundamentun LLC | 8,913 | $357K | 0.1% | +30.3% | 0.046% | |
| 1/12/2022 | Gradient Investments LLC | 1,212,939 | $48.57M | 1.2% | +17.6% | 6.285% | |
| 1/10/2022 | Patriot Financial Group Insurance Agency LLC | 2,047 | $82K | 0.0% | -51.0% | 0.011% | |
| 12/8/2021 | Moors & Cabot Inc. | 35,000 | $30K | 0.0% | N/A | 0.179% | |
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| 11/19/2021 | CFS Investment Advisory Services LLC | 11,953 | $430K | 0.1% | N/A | 0.061% | |
| 11/16/2021 | UBS Group AG | 347,909 | $12.52M | 0.0% | +0.5% | 1.775% | |
| 11/16/2021 | LPL Financial LLC | 285,810 | $10.29M | 0.0% | +7.7% | 1.458% | |
| 11/16/2021 | MML Investors Services LLC | 10,808 | $389K | 0.0% | +14.6% | 0.055% | |
| 11/15/2021 | Flow Traders U.S. LLC | 20,063 | $722K | 0.0% | +131.8% | 0.102% | |
| 11/15/2021 | Royal Bank of Canada | 116,789 | $4.20M | 0.0% | +4.2% | 0.596% | |
| 11/15/2021 | Morgan Stanley | 1,058,565 | $38.10M | 0.0% | -1.1% | 5.401% | |
| 11/15/2021 | Franklin Resources Inc. | 5,096,247 | $183.41M | 0.1% | N/A | 26.001% | |
| 11/10/2021 | CX Institutional | 177,827 | $6.40M | 0.5% | +17.0% | 0.894% | |
| 11/10/2021 | Goldman Sachs Group Inc. | 51,637 | $1.86M | 0.0% | -15.2% | 0.263% | |
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