| 5/16/2025 | Jones Financial Companies Lllp | 4,028 | $93K | 0.0% | -58.8% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 85,625 | $1.98M | 0.0% | -18.5% | 0.176% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 29,372 | $677K | 0.0% | +1.6% | 0.060% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,719,711 | $39.66M | 0.0% | +1.7% | 3.535% | |
| 5/13/2025 | Blue Edge Capital LLC | 28,633 | $660K | 0.1% | -4.5% | 0.059% | |
| 5/13/2025 | Gen Wealth Partners Inc | 1,305 | $30K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,436 | $79K | 0.0% | -60.5% | 0.007% | |
| 5/2/2025 | Whittier Trust Co. | 9,240 | $213K | 0.0% | +68.0% | 0.019% | |
| 5/2/2025 | Invera Wealth Advisors LLC | 232,333 | $5.36M | 6.3% | +2.5% | 0.478% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 6,223 | $144K | 0.0% | N/A | 0.013% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 298,432 | $6.88M | 0.0% | -6.1% | 0.613% | |
| 4/29/2025 | Strategic Blueprint LLC | 14,794 | $341K | 0.0% | -7.8% | 0.030% | |
| 4/28/2025 | First Horizon Advisors Inc. | 11,021 | $254K | 0.0% | -4.8% | 0.023% | |
| 4/28/2025 | Rossby Financial LCC | 137,103 | $3.14M | 1.3% | +11.8% | 0.282% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 154,604 | $3.57M | 0.6% | +2.2% | 0.317% | |
| 4/23/2025 | Golden State Wealth Management LLC | 19,192 | $443K | 0.0% | +7.9% | 0.039% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 219,148 | $5.05M | 0.0% | -8.4% | 0.450% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 95,074 | $2.19M | 0.0% | -6.3% | 0.194% | |
| 4/14/2025 | Farther Finance Advisors LLC | 37,797 | $870K | 0.0% | +43.0% | 0.077% | |
| 2/24/2025 | Ameriflex Group Inc. | 2,602 | $59K | 0.0% | N/A | 0.005% | |
| 2/18/2025 | Continuum Advisory LLC | 25,747 | $585K | 0.1% | +5.8% | 0.053% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,690,905 | $38.42M | 0.0% | -3.7% | 3.486% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,657 | $38K | 0.0% | N/A | 0.003% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 28,917 | $657K | 0.0% | -53.2% | 0.060% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 121,204 | $2.75M | 0.0% | -3.7% | 0.250% | |
| 2/13/2025 | Rossby Financial LCC | 122,603 | $2.79M | 1.7% | N/A | 0.253% | |
| 2/13/2025 | Blue Edge Capital LLC | 29,969 | $681K | 0.1% | +19.7% | 0.062% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,424,679 | $77.81M | 0.0% | +8.5% | 7.061% | |
| 2/12/2025 | Wells Financial Advisors INC | 22,345 | $508K | 0.7% | +8.8% | 0.046% | |
| 2/11/2025 | Whittier Trust Co. | 5,500 | $125K | 0.0% | -73.6% | 0.011% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 10,855 | $247K | 0.0% | +8.0% | 0.022% | |
| 2/10/2025 | Farther Finance Advisors LLC | 26,424 | $600K | 0.0% | +3.4% | 0.054% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 34,282 | $779K | 0.0% | +4.8% | 0.071% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,782 | $222K | 0.0% | +6.8% | 0.020% | |
| 2/5/2025 | Fisher Asset Management LLC | 885,516 | $20.12M | 0.0% | +6.0% | 1.826% | |
| 2/4/2025 | Bank of New York Mellon Corp | 317,885 | $7.22M | 0.0% | -3.2% | 0.655% | |
| 2/3/2025 | First Horizon Advisors Inc. | 11,575 | $263K | 0.0% | -6.1% | 0.024% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 226,628 | $5.15M | 5.1% | +4.3% | 0.468% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 6,796 | $154K | 0.1% | +51.1% | 0.014% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 151,337 | $3.44M | 0.6% | +27.1% | 0.309% | |
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| 1/17/2025 | Janney Montgomery Scott LLC | 101,485 | $2.31M | 0.0% | -8.8% | 0.207% | |
| 1/17/2025 | Finley Financial LLC | 10,850 | $246K | 0.1% | N/A | 0.022% | |
| 1/16/2025 | UMB Bank n.a. | 25,729 | $585K | 0.0% | -40.3% | 0.052% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 8,478 | $193K | 0.0% | N/A | 0.017% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,155,431 | $75.07M | 0.0% | +10.6% | 6.330% | |
| 11/15/2024 | Continuum Advisory LLC | 24,343 | $558K | 0.1% | -3.1% | 0.049% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 61,724 | $1.47M | 0.0% | +13.6% | 0.124% | |
| 11/14/2024 | Captrust Financial Advisors | 12,469 | $297K | 0.0% | N/A | 0.025% | |
| 11/13/2024 | Fisher Asset Management LLC | 835,668 | $19.88M | 0.0% | -19.7% | 1.676% | |
| 11/8/2024 | First Horizon Advisors Inc. | 12,325 | $293K | 0.0% | +12.2% | 0.025% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 111,231 | $2.65M | 0.0% | +0.6% | 0.224% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 32,528 | $754K | 0.0% | N/A | 0.067% | |
| 8/7/2024 | Invera Wealth Advisors LLC | 213,681 | $4.92M | 5.0% | +8.6% | 0.440% | |
| 7/31/2024 | Farther Finance Advisors LLC | 25,644 | $577K | 0.0% | +12.5% | 0.053% | |
| 7/27/2024 | Strategic Blueprint LLC | 15,803 | $359K | 0.0% | +6.1% | 0.033% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 218,223 | $4.96M | 0.0% | +24.3% | 0.450% | |
| 7/26/2024 | Bank of New York Mellon Corp | 343,328 | $7.80M | 0.0% | -3.0% | 0.710% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 3,229 | $73K | 0.0% | +57.8% | 0.007% | |
| 7/16/2024 | ORG Partners LLC | 2,358 | $53K | 0.0% | N/A | 0.005% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 13,634 | $310K | 0.0% | +4.3% | 0.028% | |
| 5/17/2024 | Comerica Bank | 10,410 | $239K | 0.0% | +31.1% | 0.022% | |
| 5/14/2024 | Payden & Rygel Investment Group | 30,697 | $706K | 0.0% | N/A | 0.064% | |
| 5/13/2024 | Rockport Wealth LLC | 10,127 | $233K | 0.1% | N/A | 0.021% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 105,057 | $2.42M | 0.0% | +41.5% | 0.219% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 98,730 | $2.27M | 0.5% | +6.5% | 0.207% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 175,496 | $4.04M | 0.0% | +12.6% | 0.367% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 4,293 | $99K | 0.0% | +57.1% | 0.009% | |
| 4/23/2024 | Sugarloaf Wealth Management LLC | 9,104 | $209K | 0.0% | +39.5% | 0.019% | |
| 4/23/2024 | Strategic Blueprint LLC | 14,889 | $342K | 0.0% | +5.9% | 0.031% | |
| 4/22/2024 | Invera Wealth Advisors LLC | 196,745 | $4.39M | 3.7% | -4.2% | 0.412% | |
| 3/5/2024 | Fisher Asset Management LLC | 833,367 | $19.39M | 0.0% | +2.2% | 1.862% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 155,854 | $3.63M | 0.0% | +10.0% | 0.348% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 74,255 | $1.73M | 0.0% | +42.4% | 0.166% | |
| 2/6/2024 | Fisher Asset Management LLC | 833,367 | $19.39M | 0.0% | +2.2% | 1.862% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 9,652 | $225K | 0.0% | N/A | 0.022% | |
| 1/29/2024 | ORG Partners LLC | 2,346 | $55K | 0.0% | +39.6% | 0.005% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 4,317 | $100K | 0.0% | N/A | 0.010% | |
| 1/25/2024 | Strategic Blueprint LLC | 14,063 | $327K | 0.0% | +6.3% | 0.031% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 8,846 | $206K | 0.0% | +6.8% | 0.018% | |
| 1/2/2024 | IMPACTfolio LLC | 322,400 | $7.50M | 4.9% | -1.8% | 0.641% | |
| 11/15/2023 | Baker Avenue Asset Management LP | 13,000 | $283K | 0.0% | +55.2% | 0.026% | |
| 11/15/2023 | Ameriprise Financial Inc. | 10,157,754 | $221.02M | 0.1% | +58.0% | 20.194% | |
| 11/13/2023 | Sugarloaf Wealth Management LLC | 6,524 | $142K | 0.0% | -46.5% | 0.013% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 180,155 | $3.92M | 0.0% | +14.1% | 0.358% | |
| 11/8/2023 | Payden & Rygel Investment Group | 30,697 | $668K | 0.0% | N/A | 0.061% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 52,147 | $1.14M | 0.0% | -18.0% | 0.104% | |
| 11/3/2023 | ORG Partners LLC | 1,681 | $37K | 0.0% | -22.0% | 0.003% | |
| 10/27/2023 | First Horizon Advisors Inc. | 9,037 | $197K | 0.0% | -6.2% | 0.018% | |
| 10/24/2023 | Bank of New York Mellon Corp | 374,689 | $8.15M | 0.0% | +721.4% | 0.766% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 141,727 | $3.08M | 0.0% | +11.7% | 0.290% | |
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| 10/23/2023 | Commonwealth Equity Services LLC | 135,694 | $2.95M | 0.0% | +10.5% | 0.277% | |
| 10/18/2023 | Strategic Blueprint LLC | 13,225 | $288K | 0.0% | -24.7% | 0.027% | |
| 10/16/2023 | ETF Portfolio Partners Inc. | 12,084 | $263K | 0.1% | +11.9% | 0.025% | |
| 10/10/2023 | Wells Financial Advisors INC | 8,935 | $194K | 0.2% | +14.0% | 0.018% | |
| 9/12/2023 | Farther Finance Advisors LLC | 14,169 | $322K | 0.1% | +146.2% | 0.029% | |
| 8/14/2023 | MML Investors Services LLC | 411,501 | $9.36M | 0.1% | +5.6% | 0.853% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 157,924 | $3.59M | 0.0% | +18.4% | 0.327% | |
| 8/11/2023 | JPMorgan Chase & Co. | 985,697 | $22.42M | 0.0% | +810.1% | 2.043% | |
| 8/8/2023 | Fisher Asset Management LLC | 768,857 | $17.48M | 0.0% | +9.6% | 1.585% | |
| 8/8/2023 | Archer Investment Corp | 2,016 | $46K | 0.0% | +46.4% | 0.004% | |
