| 8/5/2025 | Key Financial Inc | 3,713 | $380K | 0.1% | +56.4% | 0.069% | |
| 8/5/2025 | Bank of New York Mellon Corp | 421,430 | $43.14M | 0.0% | -5.8% | 7.877% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 5,304 | $543K | 0.0% | +7.0% | 0.099% | |
| 7/29/2025 | RPOA Advisors Inc. | 4,020,106 | $411.51M | 11.0% | -1.1% | 75.424% | |
| 7/29/2025 | Crux Wealth Advisors | 5,086 | $521K | 0.2% | +15.9% | 0.095% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 4,585 | $438K | 0.0% | +105.1% | 0.131% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 30,282 | $2.90M | 0.1% | +1.5% | 0.868% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 4,585 | $438K | 0.0% | +105.1% | 0.131% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 4,286 | $410K | 0.0% | -2.9% | 0.123% | |
| 5/14/2025 | SVB Wealth LLC | 315 | $30K | 0.0% | N/A | 0.009% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,734 | $453K | 0.0% | +4.6% | 0.136% | |
| 5/14/2025 | Flow Traders U.S. LLC | 17,072 | $1.63M | 0.1% | +157.3% | 0.489% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 61,264 | $5.86M | 0.2% | +105.3% | 1.755% | |
| 5/6/2025 | Cetera Investment Advisers | 7,129 | $682K | 0.0% | +30.2% | 0.204% | |
| 5/6/2025 | Accredited Investors Inc. | 2,331 | $223K | 0.0% | N/A | 0.067% | |
| 5/5/2025 | Diversify Advisory Services LLC | 51,316 | $4.80M | 0.3% | +26.5% | 1.470% | |
| 5/1/2025 | Key Financial Inc | 2,374 | $227K | 0.0% | +43.2% | 0.068% | |
| 5/1/2025 | Diversify Wealth Management LLC | 153,395 | $14.36M | 1.1% | +13.6% | 4.395% | |
| 4/30/2025 | M&T Bank Corp | 2,475 | $237K | 0.0% | N/A | 0.071% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,959 | $474K | 0.0% | -2.3% | 0.142% | |
| 4/29/2025 | Bank of New York Mellon Corp | 447,280 | $42.77M | 0.0% | -19.3% | 12.816% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 5,637 | $539K | 0.1% | -10.2% | 0.108% | |
| 4/11/2025 | RPOA Advisors Inc. | 4,063,387 | $388.54M | 10.6% | +3.0% | 77.992% | |
| 2/17/2025 | Cetera Investment Advisers | 5,476 | $556K | 0.0% | +32.6% | 0.112% | |
| 2/17/2025 | Citadel Advisors LLC | 16,292 | $1.66M | 0.0% | +57.6% | 0.332% | |
| 2/17/2025 | Bank of America Corp DE | 2,597 | $264K | 0.0% | -9.8% | 0.053% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,414 | $448K | 0.0% | -3.6% | 0.090% | |
| 2/14/2025 | Transce3nd LLC | 375 | $38K | 0.0% | N/A | 0.008% | |
| 2/13/2025 | Barclays PLC | 672 | $68K | 0.0% | N/A | 0.014% | |
| 2/11/2025 | LPL Financial LLC | 4,101 | $417K | 0.0% | +56.3% | 0.084% | |
| 2/4/2025 | Bank of New York Mellon Corp | 554,496 | $56.34M | 0.0% | +20.5% | 11.293% | |
| 1/31/2025 | Key Financial Inc | 1,658 | $168K | 0.0% | +40.7% | 0.034% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 4,483 | $455K | 0.0% | N/A | 0.091% | |
| 1/24/2025 | Symphony Financial Ltd. Co. | 6,960 | $744K | 0.1% | +213.5% | 0.142% | |
| 1/16/2025 | Diversify Advisory Services LLC | 40,579 | $4.11M | 0.2% | -34.9% | 0.826% | |
| 1/16/2025 | Diversify Wealth Management LLC | 135,078 | $13.67M | 1.1% | -11.7% | 2.751% | |
| 1/15/2025 | RPOA Advisors Inc. | 3,945,271 | $400.83M | 10.8% | +0.3% | 80.352% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 6,278 | $638K | 0.1% | +27.2% | 0.128% | |
| 11/13/2024 | FMR LLC | 661 | $67K | 0.0% | +21.7% | 0.013% | |
| 10/29/2024 | Key Financial Inc | 1,178 | $120K | 0.0% | +19.4% | 0.024% | |
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| 10/25/2024 | Diversify Wealth Management LLC | 153,013 | $15.57M | 1.4% | +3.4% | 3.116% | |
| 10/25/2024 | Diversify Advisory Services LLC | 62,370 | $6.39M | 0.3% | -24.1% | 1.270% | |
| 10/22/2024 | Symphony Financial Ltd. Co. | 2,220 | $226K | 0.0% | N/A | 0.045% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 4,936 | $503K | 0.1% | +14.6% | 0.101% | |
| 10/15/2024 | Zhang Financial LLC | 12,252 | $1.25M | 0.1% | -5.2% | 0.250% | |
| 10/11/2024 | Patriot Investment Management Group Inc. | 2,000 | $204K | 0.0% | N/A | 0.041% | |
| 10/7/2024 | RPOA Advisors Inc. | 3,933,690 | $401.12M | 10.7% | +2.3% | 80.116% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,527 | $427K | 0.0% | N/A | 0.092% | |
| 8/8/2024 | Diversify Wealth Management LLC | 147,990 | $13.62M | 1.6% | N/A | 3.014% | |
| 7/30/2024 | Key Financial Inc | 987 | $93K | 0.0% | N/A | 0.020% | |
| 7/26/2024 | Bank of New York Mellon Corp | 439,480 | $41.43M | 0.0% | -0.2% | 8.951% | |
| 7/23/2024 | Geneos Wealth Management Inc. | 28,032 | $2.64M | 0.1% | +6.0% | 0.571% | |
| 7/20/2024 | Zhang Financial LLC | 12,919 | $1.22M | 0.1% | -1.2% | 0.263% | |
| 7/13/2024 | RPOA Advisors Inc. | 3,846,253 | $362.59M | 10.3% | -0.6% | 78.335% | |
| 7/12/2024 | Diversify Advisory Services LLC | 82,132 | $7.62M | 0.4% | -50.8% | 1.673% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 26,453 | $2.62M | 0.1% | +12.4% | 0.539% | |
| 5/1/2024 | Diversify Advisory Services LLC | 166,936 | $16.39M | 1.0% | N/A | 3.400% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 800 | $73K | 0.0% | N/A | 0.016% | |
| 2/7/2024 | Principal Securities Inc. | 3,490 | $317K | 0.0% | N/A | 0.068% | |
| 1/31/2024 | Zhang Financial LLC | 13,076 | $1.19M | 0.1% | -9.3% | 0.256% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 23,529 | $2.13M | 0.1% | +7.3% | 0.460% | |
| 1/26/2024 | Keener Financial Planning LLC | 636 | $58K | 0.0% | N/A | 0.012% | |
| 1/18/2024 | Blue Trust Inc. | 1,904 | $173K | 0.0% | N/A | 0.037% | |
| 1/10/2024 | Dfpg Investments LLC | 144,577 | $12.74M | 1.0% | +7.4% | 2.829% | |
| 10/24/2023 | Bank of New York Mellon Corp | 385,059 | $30.93M | 0.0% | -6.7% | 7.535% | |
| 10/11/2023 | Zhang Financial LLC | 14,411 | $1.16M | 0.1% | -2.7% | 0.282% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 21,923 | $1.76M | 0.1% | +3.9% | 0.429% | |
| 8/14/2023 | Fort Point Capital Partners LLC | 2,375 | $201K | 0.0% | N/A | 0.046% | |
| 8/9/2023 | Flow Traders U.S. LLC | 13,191 | $1.12M | 0.0% | -76.3% | 0.258% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 21,110 | $1.79M | 0.1% | +1.1% | 0.413% | |
| 8/3/2023 | Bank of New York Mellon Corp | 412,615 | $34.93M | 0.0% | +9.9% | 7.712% | |
| 7/18/2023 | Zhang Financial LLC | 14,809 | $1.25M | 0.1% | -8.9% | 0.277% | |
| 5/15/2023 | Flow Traders U.S. LLC | 55,596 | $4.51M | 0.2% | +98.7% | 1.039% | |
| 5/9/2023 | Bank of New York Mellon Corp | 375,418 | $30.48M | 0.0% | -0.3% | 7.017% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 7,977 | $648K | 0.0% | -5.9% | 0.694% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 20,876 | $1.70M | 0.1% | +2.3% | 1.815% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 8,478 | $664K | 0.0% | -6.4% | 0.737% | |
| 2/7/2023 | LPL Financial LLC | 6,217 | $487K | 0.0% | -38.1% | 0.541% | |
| 2/7/2023 | IFP Advisors Inc | 635 | $35K | 0.0% | +3,868.8% | 0.055% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 3,925 | $308K | 0.0% | +6.6% | 0.341% | |
| 1/31/2023 | Geneos Wealth Management Inc. | 20,403 | $1.60M | 0.1% | +29.1% | 1.774% | |
| 1/17/2023 | Zhang Financial LLC | 16,250 | $1.27M | 0.2% | -12.9% | 1.413% | |
| 12/8/2022 | Bank of New York Mellon Corp | 359,147 | $25.92M | 0.0% | +4.2% | 32.356% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 4,552 | $329K | 0.0% | +6.6% | 0.410% | |
| 10/18/2022 | Zhang Financial LLC | 18,667 | $1.35M | 0.2% | +20.0% | 1.682% | |
| 8/16/2022 | Creative Planning | 158,850 | $11.95M | 0.0% | N/A | 13.349% | |
| 8/13/2022 | Flow Traders U.S. LLC | 46,938 | $3.53M | 0.2% | -6.0% | 3.944% | |
| 8/8/2022 | Integrated Wealth Concepts LLC | 9,512 | $716K | 0.0% | -31.0% | 0.799% | |
| 7/22/2022 | Geneos Wealth Management Inc. | 10,298 | $784K | 0.0% | +166.5% | 0.798% | |
| 7/14/2022 | Zhang Financial LLC | 15,561 | $1.17M | 0.2% | +29.9% | 1.206% | |
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| 5/12/2022 | Integrated Wealth Concepts LLC | 13,792 | $1.24M | 0.0% | +16.9% | 1.179% | |
| 4/21/2022 | Zhang Financial LLC | 11,976 | $1.08M | 0.2% | +187.4% | 0.958% | |
| 4/21/2022 | First Heartland Consultants Inc. | 2,298 | $207K | 0.0% | -96.0% | 0.184% | |
| 2/14/2022 | Fort Point Capital Partners LLC | 2,310 | $219K | 0.0% | N/A | 0.185% | |
| 2/10/2022 | Zhang Financial LLC | 4,167 | $395K | 0.1% | N/A | 0.333% | |
| 2/9/2022 | Geneos Wealth Management Inc. | 2,236 | $212K | 0.0% | +347.2% | 0.179% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 3,228 | $306K | 0.0% | N/A | 0.258% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 1,320 | $125K | 0.0% | +157.8% | 0.106% | |
| 1/24/2022 | Virtue Capital Management LLC | 3,456 | $328K | 0.0% | +10.7% | 0.276% | |
| 11/18/2021 | Bank of New York Mellon Corp | 473,110 | $42.07M | 0.0% | +3.9% | 37.849% | |
