| 7/10/2026 | Lam Group Inc. | 16,150 | $1.47M | 0.7% | +4.1% | 0.009% | |
| 7/9/2026 | GoalVest Advisory LLC | 567 | $52K | 0.0% | -19.9% | 0.000% | |
| 7/7/2026 | Arlington Trust Co LLC | 1,366 | $125K | 0.0% | N/A | 0.001% | |
| 7/2/2026 | Sarver Vrooman Wealth Advisors | 44,966 | $4.11M | 2.4% | +1.4% | 0.027% | |
| 6/3/2026 | Parallel Advisors LLC | 22,449 | $1.81M | 0.0% | -1.7% | 0.017% | |
| 5/19/2026 | McIlrath & Eck LLC | 250,614 | $20.20M | 1.5% | -1.5% | 0.188% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,151 | $335K | 0.0% | -53.0% | 0.003% | |
| 5/8/2026 | ESL Trust Services LLC | 842,631 | $67.92M | 13.0% | +2.6% | 0.632% | |
| 5/7/2026 | Parallel Advisors LLC | 22,449 | $1.81M | 0.0% | -1.7% | 0.017% | |
| 5/6/2026 | Advantage Trust Co | 211,547 | $17.05M | 7.6% | +3.4% | 0.159% | |
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| 5/4/2026 | Team Financial Group LLC | 56,799 | $4.58M | 2.1% | +224.5% | 0.043% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 9,232 | $744K | 0.1% | N/A | 0.007% | |
| 4/30/2026 | Fidelity D & D Bancorp Inc. | 221,519 | $17.86M | 7.2% | +14.4% | 0.167% | |
| 4/30/2026 | Frankly Finances LLC | 42,474 | $3.42M | 3.1% | -4.1% | 0.032% | |
| 4/28/2026 | NBT Bank N A NY | 433 | $35K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | Nixon Peabody Trust Co. | 1,031,823 | $83.18M | 6.6% | +2.5% | 0.784% | |
| 4/24/2026 | Root Financial Partners LLC | 4,228 | $341K | 0.0% | +201.1% | 0.003% | |
| 4/23/2026 | Vicus Capital | 15,985 | $1.29M | 0.1% | +31.1% | 0.012% | |
| 4/22/2026 | Lam Group Inc. | 15,510 | $1.25M | 0.7% | +26.1% | 0.012% | |
| 4/21/2026 | WJ Interests LLC | 178,928 | $14.42M | 5.5% | +3.8% | 0.137% | |
| 4/20/2026 | Longview Financial Advisors Inc. | 1,076 | $87K | 0.1% | N/A | 0.001% | |
| 4/20/2026 | White Pine Investment CO | 84,423 | $6.81M | 1.6% | +2.3% | 0.064% | |
| 4/17/2026 | First National Bank Sioux Falls | 225,021 | $19.04M | 5.3% | +5.3% | 0.172% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 123,347 | $9.94M | 0.5% | +4.5% | 0.095% | |
| 2/17/2026 | Advisory Services Network LLC | 23,363 | $1.77M | 0.0% | -7.1% | 0.019% | |
| 2/17/2026 | Hurley Capital LLC | 2,859 | $217K | 0.1% | +28.3% | 0.002% | |
| 2/12/2026 | Cloud Capital Management LLC | 17,002 | $1.29M | 0.6% | +17.6% | 0.014% | |
| 2/11/2026 | TIAA Trust National Association | 2,997 | $227K | 0.0% | -8.7% | 0.002% | |
| 2/11/2026 | JPMorgan Chase & Co. | 549,416 | $41.63M | 0.0% | +17.1% | 0.445% | |
| 2/11/2026 | Parallel Advisors LLC | 22,847 | $1.73M | 0.0% | -12.4% | 0.019% | |
| 2/10/2026 | Greenwich Wealth Management LLC | 172,629 | $13.08M | 0.6% | +27.7% | 0.140% | |
| 2/10/2026 | ESL Trust Services LLC | 821,432 | $62.24M | 11.9% | +1,372.2% | 0.666% | |
| 2/9/2026 | Diversified Portfolios Inc. | 8,974 | $680K | 0.1% | +8.5% | 0.007% | |
| 2/9/2026 | Fidelity D & D Bancorp Inc. | 193,634 | $14.67M | 6.3% | +7.1% | 0.157% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 8,829 | $669K | 0.0% | -55.9% | 0.007% | |
| 2/6/2026 | Nixon Peabody Trust Co. | 1,006,324 | $76.25M | 5.7% | +1.7% | 0.815% | |
| 2/5/2026 | USAdvisors Wealth Management LLC | 16,948 | $1.28M | 0.4% | -4.4% | 0.014% | |
| 2/5/2026 | Western Wealth Management LLC | 6,422 | $487K | 0.0% | +75.1% | 0.005% | |
| 1/30/2026 | First National Bank Sioux Falls | 213,618 | $16.19M | 4.8% | +1.1% | 0.174% | |
| 1/30/2026 | SOL Capital Management CO | 94,170 | $7.14M | 0.6% | +2.3% | 0.076% | |
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| 1/30/2026 | Strategic Blueprint LLC | 112,609 | $8.53M | 0.5% | -68.6% | 0.091% | |
| 1/30/2026 | Opus Capital Group LLC | 492,427 | $37.31M | 4.0% | +1.0% | 0.400% | |
| 1/29/2026 | Advantage Trust Co | 204,534 | $15.50M | 7.0% | +33.7% | 0.168% | |
| 1/28/2026 | White Pine Investment CO | 82,516 | $6.25M | 1.5% | +1.7% | 0.068% | |
| 1/26/2026 | Frankly Finances LLC | 44,269 | $3.35M | 2.9% | N/A | 0.036% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 117,981 | $8.94M | 0.5% | +10.6% | 0.097% | |
| 1/23/2026 | Lam Group Inc. | 12,295 | $932K | 0.5% | +31.3% | 0.010% | |
| 1/23/2026 | Farther Finance Advisors LLC | 668,964 | $50.69M | 0.5% | +190.0% | 0.540% | |
| 1/22/2026 | Vicus Capital | 12,189 | $924K | 0.1% | +147.2% | 0.010% | |
| 1/21/2026 | BIP Wealth LLC | 4,846 | $367K | 0.0% | -7.8% | 0.004% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 54,710 | $4.15M | 0.2% | +13.1% | 0.044% | |
| 1/15/2026 | Fortitude Family Office LLC | 118,737 | $9.00M | 2.1% | +20.9% | 0.098% | |
| 1/13/2026 | Team Financial Group LLC | 17,503 | $1.33M | 0.6% | +33.5% | 0.014% | |
| 1/7/2026 | Aventura Private Wealth LLC | 573 | $43K | 0.0% | N/A | 0.000% | |
| 1/5/2026 | GoalVest Advisory LLC | 374 | $28K | 0.0% | -55.6% | 0.000% | |
| 1/1/2026 | JPMorgan Chase & Co. | 469,010 | $33.89M | 0.0% | +10.6% | 0.405% | |
| 11/17/2025 | NewEdge Advisors LLC | 205,550 | $14.85M | 0.1% | +1.0% | 0.177% | |
| 11/17/2025 | Ameriprise Financial Inc. | 3,568,058 | $257.77M | 0.1% | +16.8% | 3.079% | |
| 11/13/2025 | Nemes Rush Group LLC | 608 | $44K | 0.0% | -24.9% | 0.001% | |
| 11/13/2025 | Parallel Advisors LLC | 26,075 | $1.88M | 0.0% | +19.9% | 0.022% | |
| 11/12/2025 | Diversified Portfolios Inc. | 8,274 | $598K | 0.1% | +8.0% | 0.007% | |
| 11/12/2025 | USAdvisors Wealth Management LLC | 17,728 | $1.28M | 0.4% | -6.9% | 0.015% | |
| 11/12/2025 | Hurley Capital LLC | 2,228 | $161K | 0.1% | +311.8% | 0.002% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 20,002 | $1.45M | 0.1% | -4.6% | 0.017% | |
| 11/7/2025 | JPMorgan Chase & Co. | 469,010 | $33.89M | 0.0% | +10.6% | 0.405% | |
| 11/6/2025 | Western Wealth Management LLC | 3,668 | $265K | 0.0% | N/A | 0.003% | |
| 11/4/2025 | ESL Trust Services LLC | 55,798 | $4.03M | 0.8% | N/A | 0.048% | |
| 11/3/2025 | Advantage Trust Co | 152,930 | $11.05M | 5.0% | +10.4% | 0.132% | |
| 11/3/2025 | Cloud Capital Management LLC | 14,463 | $1.04M | 0.5% | +10.6% | 0.012% | |
| 10/30/2025 | BIP Wealth LLC | 5,254 | $380K | 0.0% | +7.1% | 0.005% | |
| 10/29/2025 | Root Financial Partners LLC | 1,404 | $101K | 0.0% | N/A | 0.001% | |
| 10/29/2025 | SOL Capital Management CO | 92,012 | $6.65M | 0.6% | -19.6% | 0.079% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 106,688 | $7.71M | 0.5% | +7.9% | 0.092% | |
| 10/28/2025 | Fiduciary Wealth Partners LLC | 5,044 | $364K | 0.2% | N/A | 0.004% | |
| 10/27/2025 | Gradient Capital Advisors LLC | 3,653 | $264K | 0.1% | -4.5% | 0.003% | |
| 10/24/2025 | Vicus Capital | 4,930 | $356K | 0.0% | N/A | 0.004% | |
| 10/23/2025 | Lam Group Inc. | 9,365 | $677K | 0.4% | -2.6% | 0.008% | |
| 10/23/2025 | Strategic Blueprint LLC | 358,864 | $25.93M | 1.1% | +1.1% | 0.310% | |
| 10/22/2025 | GoalVest Advisory LLC | 843 | $61K | 0.0% | N/A | 0.001% | |
| 10/21/2025 | First National Bank Sioux Falls | 211,255 | $15.27M | 4.8% | +1.4% | 0.183% | |
| 10/17/2025 | Fortitude Family Office LLC | 98,240 | $7.10M | 1.9% | +25.1% | 0.085% | |
| 10/17/2025 | Nixon Peabody Trust Co. | 989,447 | $71.50M | 5.2% | -4.4% | 0.856% | |
| 10/14/2025 | White Pine Investment CO | 81,161 | $5.87M | 1.4% | +5.0% | 0.070% | |
| 10/14/2025 | Farther Finance Advisors LLC | 230,699 | $16.67M | 0.3% | -30.1% | 0.200% | |
| 10/7/2025 | Team Financial Group LLC | 13,109 | $947K | 0.4% | +45.9% | 0.011% | |
| 8/15/2025 | Fidelity D & D Bancorp Inc. | 161,993 | $11.05M | 6.8% | +19.7% | 0.143% | |
| 8/15/2025 | Ameriprise Financial Inc. | 3,054,363 | $208.32M | 0.1% | +11.1% | 2.705% | |
| 8/14/2025 | Hurley Capital LLC | 541 | $37K | 0.0% | +501.1% | 0.000% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 20,960 | $1.43M | 0.1% | +348.2% | 0.019% | |
| 8/13/2025 | Greenwich Wealth Management LLC | 134,470 | $9.17M | 0.4% | +8.0% | 0.119% | |
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| 8/12/2025 | JPMorgan Chase & Co. | 423,936 | $28.92M | 0.0% | +58.0% | 0.375% | |
| 8/11/2025 | Diversified Portfolios Inc. | 7,664 | $523K | 0.0% | N/A | 0.007% | |
| 8/8/2025 | Nixon Peabody Trust Co. | 1,034,603 | $70.57M | 5.5% | +2.5% | 0.921% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 13,288 | $906K | 0.7% | +32.0% | 0.012% | |
| 8/6/2025 | Cloud Capital Management LLC | 13,081 | $904K | 0.6% | -14.3% | 0.012% | |
| 8/5/2025 | TIAA Trust National Association | 3,164 | $216K | 0.0% | N/A | 0.003% | |
| 7/31/2025 | BIP Wealth LLC | 4,907 | $335K | 0.0% | -34.5% | 0.004% | |
| 7/31/2025 | Opus Capital Group LLC | 487,866 | $33.28M | 4.0% | -0.4% | 0.434% | |
| 7/30/2025 | Strategic Blueprint LLC | 354,898 | $24.21M | 1.2% | +8.6% | 0.316% | |
| 7/30/2025 | Advantage Trust Co | 138,517 | $9.45M | 4.7% | +3.3% | 0.123% | |