| 8/8/2025 | Cetera Investment Advisers | 20,869 | $1.80M | 0.0% | -0.7% | 0.198% | |
| 8/8/2025 | Advisory Resource Group | 11,281 | $972K | 0.2% | -82.1% | 0.107% | |
| 8/6/2025 | First Horizon Advisors Inc. | 600 | $52K | 0.0% | N/A | 0.006% | |
| 8/5/2025 | Key Financial Inc | 478 | $41K | 0.0% | +38.2% | 0.005% | |
| 8/5/2025 | Bank of New York Mellon Corp | 247,487 | $21.33M | 0.0% | -5.9% | 2.346% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 199,927 | $17.23M | 1.2% | +14.1% | 1.895% | |
| 8/4/2025 | Creekmur Asset Management LLC | 893 | $77K | 0.0% | N/A | 0.008% | |
| 8/4/2025 | Arkadios Wealth Advisors | 11,638 | $1.00M | 0.0% | -4.3% | 0.110% | |
| 8/1/2025 | Zhang Financial LLC | 35,029 | $3.02M | 0.1% | +2.7% | 0.332% | |
| 7/30/2025 | Ethic Inc. | 2,643 | $226K | 0.0% | -26.0% | 0.025% | |
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| 7/29/2025 | RPOA Advisors Inc. | 3,885,695 | $334.83M | 8.9% | -13.4% | 36.831% | |
| 7/29/2025 | Crux Wealth Advisors | 15,150 | $1.31M | 0.6% | +130.3% | 0.144% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 30,890 | $2.66M | 0.0% | +53.6% | 0.293% | |
| 7/28/2025 | Harbour Investments Inc. | 548 | $47K | 0.0% | -55.0% | 0.005% | |
| 7/25/2025 | MGO One Seven LLC | 410,541 | $35.38M | 1.1% | +0.7% | 4.045% | |
| 7/22/2025 | Innovative Wealth Building LLC | 37,643 | $3.24M | 2.7% | +235.6% | 0.371% | |
| 7/17/2025 | Capital Investment Advisors LLC | 6,075 | $523K | 0.0% | N/A | 0.062% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 602,500 | $51.92M | 8.7% | +3.0% | 6.148% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,715 | $1.10M | 0.0% | -1.9% | 0.130% | |
| 5/19/2025 | Jane Street Group LLC | 31,117 | $2.41M | 0.0% | -36.3% | 0.402% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 340,239 | $26.32M | 0.3% | -44.0% | 4.390% | |
| 5/15/2025 | Royal Bank of Canada | 3,112 | $241K | 0.0% | -7.2% | 0.040% | |
| 5/14/2025 | SVB Wealth LLC | 500 | $39K | 0.0% | N/A | 0.007% | |
| 5/14/2025 | Flow Traders U.S. LLC | 222,342 | $17.20M | 0.7% | N/A | 2.965% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 20,975 | $1.62M | 0.7% | +225.3% | 0.280% | |
| 5/8/2025 | Harbour Investments Inc. | 1,218 | $94K | 0.0% | +43.1% | 0.016% | |
| 5/8/2025 | MGO One Seven LLC | 407,504 | $31.53M | 1.2% | -11.4% | 5.433% | |
| 5/8/2025 | Arkadios Wealth Advisors | 12,156 | $940K | 0.0% | -4.1% | 0.162% | |
| 5/7/2025 | LPL Financial LLC | 151,116 | $11.69M | 0.0% | +55.2% | 2.015% | |
| 5/6/2025 | Cetera Investment Advisers | 21,010 | $1.63M | 0.0% | +15.6% | 0.280% | |
| 5/5/2025 | Treasure Coast Financial Planning | 26,024 | $2.01M | 1.2% | -0.5% | 0.347% | |
| 5/5/2025 | Private Advisor Group LLC | 3,219 | $249K | 0.0% | N/A | 0.043% | |
| 4/30/2025 | Cerity Partners LLC | 9,934 | $768K | 0.0% | +2.9% | 0.132% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 20,114 | $1.56M | 0.0% | N/A | 0.268% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 15,528 | $1.20M | 0.0% | +6.6% | 0.207% | |
| 4/29/2025 | Bank of New York Mellon Corp | 263,028 | $20.35M | 0.0% | -14.9% | 3.507% | |
| 4/25/2025 | Innovative Wealth Building LLC | 11,215 | $868K | 0.8% | +11.5% | 0.150% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 12,897 | $998K | 0.5% | -6.2% | 0.172% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 175,230 | $13.56M | 1.1% | +8.8% | 2.336% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,728 | $3.23M | 0.0% | +43.1% | 0.426% | |
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| 4/21/2025 | Advisory Resource Group | 62,946 | $4.87M | 1.0% | -17.7% | 0.642% | |
| 4/15/2025 | Zhang Financial LLC | 34,113 | $2.64M | 0.1% | +1.5% | 0.348% | |
| 4/14/2025 | Farther Finance Advisors LLC | 12,963 | $1.00M | 0.0% | -14.9% | 0.132% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 585,167 | $45.27M | 8.3% | +1.9% | 5.971% | |
| 4/11/2025 | RPOA Advisors Inc. | 4,484,850 | $346.95M | 9.4% | +10.8% | 45.764% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 7,620 | $552K | 0.1% | -11.5% | 0.089% | |
| 2/17/2025 | Cetera Investment Advisers | 18,181 | $1.32M | 0.0% | +7.3% | 0.211% | |
| 2/17/2025 | Citadel Advisors LLC | 5,613 | $407K | 0.0% | +91.1% | 0.065% | |
| 2/17/2025 | Bank of America Corp DE | 12,161 | $881K | 0.0% | -5.9% | 0.141% | |
| 2/14/2025 | Jane Street Group LLC | 48,875 | $3.54M | 0.0% | +252.4% | 0.568% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 607,261 | $43.98M | 0.5% | +33.2% | 7.061% | |
| 2/14/2025 | MGO One Seven LLC | 459,693 | $33.30M | 1.3% | +24.1% | 5.345% | |
| 2/14/2025 | Transce3nd LLC | 351 | $25K | 0.0% | N/A | 0.004% | |
| 2/13/2025 | Bessemer Group Inc. | 1,463 | $106K | 0.0% | N/A | 0.017% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,376 | $969K | 0.0% | N/A | 0.156% | |
| 2/13/2025 | Cerity Partners LLC | 9,652 | $699K | 0.0% | +74.8% | 0.112% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,573 | $1.06M | 0.0% | +5.1% | 0.169% | |
| 2/11/2025 | LPL Financial LLC | 97,362 | $7.05M | 0.0% | +30.2% | 1.132% | |
| 2/11/2025 | Whittier Trust Co. | 535 | $39K | 0.0% | N/A | 0.006% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 6,447 | $467K | 0.3% | N/A | 0.075% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 161,081 | $11.67M | 0.9% | N/A | 1.873% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 16,059 | $1.16M | 0.0% | +167.7% | 0.187% | |
| 2/10/2025 | Farther Finance Advisors LLC | 15,241 | $1.10M | 0.0% | -18.2% | 0.177% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,376 | $969K | 0.0% | N/A | 0.156% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,399 | $319K | 0.0% | -4.9% | 0.051% | |
| 2/4/2025 | Bank of New York Mellon Corp | 308,966 | $22.38M | 0.0% | +13.5% | 3.593% | |
| 1/31/2025 | Treasure Coast Financial Planning | 26,164 | $1.90M | 1.2% | +10.9% | 0.304% | |
| 1/30/2025 | Principal Securities Inc. | 5,384 | $390K | 0.0% | +5.6% | 0.063% | |
| 1/28/2025 | Advisory Resource Group | 76,468 | $5.54M | 1.2% | +15.5% | 0.889% | |
| 1/23/2025 | Alta Wealth Advisors LLC | 13,750 | $996K | 0.4% | N/A | 0.160% | |
| 1/15/2025 | Arkadios Wealth Advisors | 12,682 | $919K | 0.1% | -10.6% | 0.147% | |
| 1/15/2025 | RPOA Advisors Inc. | 4,046,888 | $293.12M | 7.9% | +1.2% | 47.057% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 574,379 | $41.60M | 7.7% | +4.1% | 6.679% | |
| 11/25/2024 | Sanctuary Advisors LLC | 2,761 | $205K | 0.0% | N/A | 0.032% | |
| 11/20/2024 | Advisory Resource Group | 66,201 | $5.24M | 1.1% | +6.4% | 0.770% | |
| 11/15/2024 | MML Investors Services LLC | 3,051 | $242K | 0.0% | N/A | 0.035% | |
| 11/15/2024 | Jane Street Group LLC | 13,871 | $1.10M | 0.0% | -76.9% | 0.161% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 455,934 | $36.10M | 0.4% | -2.6% | 5.302% | |
| 11/13/2024 | FMR LLC | 739 | $59K | 0.0% | +26.5% | 0.009% | |
| 11/12/2024 | Cerity Partners LLC | 5,522 | $437K | 0.0% | N/A | 0.064% | |
| 11/5/2024 | Total Investment Management Inc. | 731,218 | $57.89M | 6.5% | +10.9% | 8.503% | |
| 10/29/2024 | Farther Finance Advisors LLC | 18,639 | $1.48M | 0.1% | -18.3% | 0.217% | |
| 10/24/2024 | Arkadios Wealth Advisors | 14,178 | $1.12M | 0.1% | +4.7% | 0.165% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 551,986 | $43.70M | 8.4% | +3.3% | 6.418% | |
| 10/15/2024 | Zhang Financial LLC | 33,514 | $2.65M | 0.2% | -2.4% | 0.390% | |
| 10/7/2024 | RPOA Advisors Inc. | 3,997,165 | $316.46M | 8.4% | +6.2% | 46.479% | |
| 8/22/2024 | Cetera Investment Advisers | 15,974 | $1.19M | 0.0% | +56.5% | 0.186% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,400 | $476K | 0.0% | +2,315.1% | 0.074% | |
| 8/7/2024 | MGO One Seven LLC | 363,086 | $27.02M | 1.3% | N/A | 4.222% | |
| 8/7/2024 | Total Investment Management Inc. | 659,342 | $49.07M | 6.5% | +2.0% | 7.667% | |
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| 7/31/2024 | Farther Finance Advisors LLC | 22,800 | $1.68M | 0.1% | -5.5% | 0.265% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 2,862 | $213K | 0.0% | N/A | 0.033% | |
| 7/29/2024 | Arkadios Wealth Advisors | 13,537 | $1.01M | 0.1% | N/A | 0.157% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 23,400 | $1.74M | 0.0% | +16.9% | 0.272% | |
| 7/26/2024 | Bank of New York Mellon Corp | 268,642 | $19.99M | 0.0% | +6.4% | 3.124% | |
| 7/24/2024 | Advisory Resource Group | 62,223 | $4.63M | 1.0% | -5.3% | 0.724% | |
| 7/20/2024 | Zhang Financial LLC | 34,340 | $2.56M | 0.2% | -0.6% | 0.399% | |
| 7/13/2024 | RPOA Advisors Inc. | 3,762,731 | $280.01M | 7.9% | -4.9% | 43.753% | |
| 7/9/2024 | Mather Group LLC. | 337 | $26K | 0.0% | N/A | 0.004% | |
| 7/2/2024 | Marcum Wealth LLC | 3,424 | $255K | 0.0% | N/A | 0.040% | |
