| 5/5/2026 | Bank of New York Mellon Corp | 550,459 | $60.72M | 0.0% | +7.0% | 10.406% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 69,515 | $7.67M | 0.2% | +1.9% | 1.314% | |
| 5/2/2026 | Diversify Wealth Management LLC | 50,462 | $5.82M | 0.1% | -76.2% | 0.954% | |
| 4/24/2026 | Key Financial Inc | 7,253 | $800K | 0.1% | +78.8% | 0.137% | |
| 4/18/2026 | RPOA Advisors Inc. | 1,785,118 | $196.91M | 8.6% | -57.9% | 49.725% | |
| 4/17/2026 | Krilogy Financial LLC | 2,301 | $267K | 0.0% | N/A | 0.064% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 532 | $58K | 0.0% | +56.5% | 0.010% | |
| 2/17/2026 | Cetera Investment Advisers | 8,941 | $974K | 0.0% | -5.0% | 0.161% | |
| 2/17/2026 | Osaic Holdings Inc. | 13,709 | $1.49M | 0.0% | -4.8% | 0.247% | |
| 2/17/2026 | Royal Bank of Canada | 2,116 | $231K | 0.0% | +129.8% | 0.038% | |
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| 2/12/2026 | Insigneo Advisory Services LLC | 4,967 | $541K | 0.0% | N/A | 0.089% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 6,692 | $729K | 0.0% | -3.1% | 0.121% | |
| 2/11/2026 | LPL Financial LLC | 4,738 | $516K | 0.0% | -4.4% | 0.085% | |
| 2/10/2026 | Bank of New York Mellon Corp | 514,667 | $56.07M | 0.0% | -8.9% | 9.273% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 20,023 | $2.18M | 0.0% | N/A | 0.361% | |
| 2/10/2026 | Zhang Financial LLC | 11,431 | $1.25M | 0.0% | -4.9% | 0.206% | |
| 2/9/2026 | RPOA Advisors Inc. | 4,236,674 | $461.52M | 11.7% | +0.2% | 76.336% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 1,377,956 | $150.11M | 0.1% | +18,146.2% | 24.828% | |
| 2/3/2026 | Diversify Wealth Management LLC | 212,257 | $24.46M | 1.1% | +29.5% | 3.824% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 68,205 | $7.43M | 0.2% | +3.1% | 1.229% | |
| 1/23/2026 | Diversify Advisory Services LLC | 55,919 | $6.51M | 0.2% | -13.2% | 0.990% | |
| 1/12/2026 | Sentinel Pension Advisors LLC | 7,269 | $792K | 0.1% | +14.7% | 0.129% | |
| 1/1/2026 | JPMorgan Chase & Co. | 527 | $57K | 0.0% | N/A | 0.009% | |
| 11/17/2025 | Financial Engines Advisors L.L.C. | 6,908 | $750K | 0.0% | -8.9% | 0.124% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 7,552 | $820K | 0.0% | +1.5% | 0.136% | |
| 11/17/2025 | Flow Traders U.S. LLC | 29,969 | $3.25M | 0.1% | +867.1% | 0.538% | |
| 11/17/2025 | Citadel Advisors LLC | 17,910 | $1.94M | 0.0% | N/A | 0.322% | |
| 11/17/2025 | Bank of America Corp DE | 34,486 | $3.74M | 0.0% | +17.6% | 0.619% | |
| 11/13/2025 | Crux Wealth Advisors | 5,767 | $626K | 0.2% | +13.4% | 0.104% | |
| 11/13/2025 | Diversify Advisory Services LLC | 64,398 | $6.94M | 0.2% | +3.4% | 1.156% | |
| 11/12/2025 | Diversify Wealth Management LLC | 163,956 | $17.66M | 1.0% | +3.6% | 2.944% | |
| 11/10/2025 | Zhang Financial LLC | 12,016 | $1.30M | 0.1% | -1.9% | 0.216% | |
| 11/7/2025 | JPMorgan Chase & Co. | 527 | $57K | 0.0% | N/A | 0.009% | |
| 11/5/2025 | Key Financial Inc | 4,013 | $436K | 0.1% | +8.1% | 0.072% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 5,598 | $607K | 0.0% | +5.5% | 0.101% | |
| 10/31/2025 | Symphony Financial Ltd. Co. | 7,039 | $758K | 0.1% | N/A | 0.127% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 66,137 | $7.18M | 0.2% | +3.4% | 1.192% | |
| 10/21/2025 | Fifth Third Wealth Advisors LLC | 2,084 | $226K | 0.0% | N/A | 0.038% | |
| 10/21/2025 | Sentinel Pension Advisors LLC | 6,338 | $688K | 0.1% | +12.4% | 0.114% | |
| 10/7/2025 | RPOA Advisors Inc. | 4,229,542 | $458.97M | 11.7% | +5.2% | 76.208% | |
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| 9/4/2025 | Osaic Holdings Inc. | 14,135 | $1.45M | 0.0% | +406.8% | 0.264% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 63,969 | $6.55M | 0.2% | +111.2% | 1.196% | |
| 8/15/2025 | Bank of America Corp DE | 29,316 | $3.00M | 0.0% | +25.0% | 0.548% | |
| 8/14/2025 | Raymond James Financial Inc. | 586 | $60K | 0.0% | N/A | 0.011% | |
| 8/14/2025 | Diversify Wealth Management LLC | 158,206 | $16.60M | 1.0% | +3.1% | 2.957% | |
| 8/14/2025 | Diversify Advisory Services LLC | 62,289 | $6.54M | 0.3% | +21.4% | 1.164% | |
| 8/13/2025 | Flow Traders U.S. LLC | 3,099 | $317K | 0.0% | -81.8% | 0.058% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 7,444 | $762K | 0.0% | +57.2% | 0.139% | |
| 8/8/2025 | Cetera Investment Advisers | 7,594 | $777K | 0.0% | +6.5% | 0.142% | |
| 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% | |
| 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% | |
| 10/25/2024 | Diversify Wealth Management LLC | 153,013 | $15.57M | 1.4% | +3.4% | 3.116% | |
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| 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% | |