| 5/2/2025 | Mosaic Family Wealth Partners LLC | 1,474,991 | $63.87M | 9.1% | +0.7% | 0.828% | |
| 5/1/2025 | High Note Wealth LLC | 371,207 | $16.07M | 4.0% | +4.7% | 0.208% | |
| 4/30/2025 | Synergy Investment Management LLC | 17,944 | $777K | 0.3% | +15.0% | 0.010% | |
| 4/29/2025 | Bank of New York Mellon Corp | 9,554 | $414K | 0.0% | N/A | 0.005% | |
| 4/28/2025 | Private Trust Co. NA | 2,572 | $111K | 0.0% | +41.2% | 0.001% | |
| 4/28/2025 | Salomon & Ludwin LLC | 1,804 | $78K | 0.0% | -13.1% | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 9,510 | $412K | 0.0% | +106.5% | 0.005% | |
| 4/23/2025 | S.A. Mason LLC | 5,855 | $254K | 0.1% | -6.0% | 0.003% | |
| 4/22/2025 | Tanglewood Legacy Advisors LLC | 41,542 | $1.80M | 0.8% | +2.0% | 0.023% | |
| 4/17/2025 | Vicus Capital | 213,924 | $9.26M | 0.9% | N/A | 0.119% | |
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| 4/17/2025 | Janney Montgomery Scott LLC | 222,408 | $9.63M | 0.0% | +65.9% | 0.124% | |
| 4/16/2025 | IAG Wealth Partners LLC | 7,392 | $320K | 0.0% | -9.1% | 0.004% | |
| 4/14/2025 | Farther Finance Advisors LLC | 144,620 | $6.27M | 0.2% | +14.7% | 0.081% | |
| 4/14/2025 | NewSquare Capital LLC | 140,845 | $5.94M | 0.5% | +4.8% | 0.078% | |
| 4/11/2025 | Burkett Financial Services LLC | 476,595 | $20.64M | 8.4% | +0.4% | 0.265% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 840 | $36K | 0.0% | +60.0% | 0.000% | |
| 4/10/2025 | Financial Management Professionals Inc. | 33,237 | $1.44M | 0.2% | -48.0% | 0.019% | |
| 4/9/2025 | NBC Securities Inc. | 624 | $27K | 0.0% | N/A | 0.000% | |
| 4/9/2025 | American National Bank & Trust | 1,907 | $83K | 0.0% | -12.1% | 0.001% | |
| 4/8/2025 | LVM Capital Management Ltd. MI | 4,621 | $200K | 0.0% | N/A | 0.003% | |
| 4/7/2025 | AdvisorNet Financial Inc | 3,900 | $169K | 0.0% | -20.4% | 0.002% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 1,696 | $73K | 0.0% | N/A | 0.001% | |
| 2/18/2025 | Mosaic Family Wealth Partners LLC | 1,464,982 | $60.65M | 8.7% | +1.7% | 1.044% | |
| 2/18/2025 | Continuum Advisory LLC | 39,708 | $1.64M | 0.2% | +2.1% | 0.028% | |
| 2/17/2025 | Sentinus LLC | 7,458 | $309K | 0.1% | +29.2% | 0.005% | |
| 2/17/2025 | Captrust Financial Advisors | 68,050 | $2.82M | 0.0% | +10.2% | 0.048% | |
| 2/17/2025 | Baird Financial Group Inc. | 557,928 | $23.10M | 0.0% | +1.6% | 0.398% | |
| 2/17/2025 | Ameriprise Financial Inc. | 12,934,382 | $542.52M | 0.1% | +7.5% | 9.216% | |
| 2/14/2025 | Alexis Investment Partners LLC | 156,790 | $6.49M | 3.2% | N/A | 0.112% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 2,649,270 | $109.68M | 0.9% | -0.7% | 1.888% | |
| 2/13/2025 | Bessemer Group Inc. | 1,112 | $46K | 0.0% | N/A | 0.001% | |
| 2/12/2025 | JPMorgan Chase & Co. | 538,883 | $22.31M | 0.0% | +14.7% | 0.384% | |
| 2/10/2025 | Farther Finance Advisors LLC | 126,054 | $5.22M | 0.2% | +420.0% | 0.090% | |
| 2/6/2025 | Ethos Financial Group LLC | 215,663 | $8.93M | 1.2% | +2.4% | 0.154% | |
| 2/6/2025 | NewSquare Capital LLC | 134,426 | $5.41M | 0.4% | +3.5% | 0.096% | |
| 2/6/2025 | Jones Financial Companies Lllp | 145,289 | $6.02M | 0.0% | +93.0% | 0.104% | |
| 2/5/2025 | Hilltop Partners LLC | 474,220 | $19.63M | 6.7% | +2.2% | 0.338% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 30,504 | $1.26M | 0.0% | -75.3% | 0.022% | |
| 1/31/2025 | Sierra Ocean LLC | 10,910 | $452K | 0.4% | N/A | 0.008% | |
| 1/24/2025 | S.A. Mason LLC | 6,230 | $258K | 0.1% | -3.7% | 0.004% | |
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| 1/17/2025 | Avior Wealth Management LLC | 7,074 | $293K | 0.0% | -15.5% | 0.005% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 11,498 | $476K | 0.0% | N/A | 0.008% | |
| 1/15/2025 | Financial Management Professionals Inc. | 63,920 | $2.65M | 0.3% | -21.2% | 0.046% | |
| 1/13/2025 | AdvisorNet Financial Inc | 4,897 | $203K | 0.0% | +26.0% | 0.003% | |
| 1/6/2025 | Burkett Financial Services LLC | 474,828 | $19.66M | 8.0% | +1.8% | 0.338% | |
| 12/26/2024 | JPMorgan Chase & Co. | 469,723 | $19.74M | 0.0% | -7.1% | 0.335% | |
| 11/15/2024 | Continuum Advisory LLC | 38,876 | $1.62M | 0.2% | +7.9% | 0.028% | |
| 11/14/2024 | Captrust Financial Advisors | 61,748 | $2.60M | 0.0% | +3.0% | 0.044% | |
| 11/13/2024 | Private Trust Co. NA | 1,822 | $77K | 0.0% | -12.9% | 0.001% | |
| 11/8/2024 | Avior Wealth Management LLC | 8,375 | $352K | 0.0% | -45.3% | 0.006% | |
| 11/1/2024 | Resolute Advisors LLC | 5,851 | $246K | 0.1% | N/A | 0.004% | |
| 11/1/2024 | Able Wealth Management LLC | 23,326 | $980K | 0.7% | +7.7% | 0.017% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 134,025 | $5.63M | 0.0% | -34.7% | 0.095% | |
| 10/29/2024 | Farther Finance Advisors LLC | 24,240 | $1.02M | 0.0% | -24.8% | 0.017% | |
| 10/25/2024 | S.A. Mason LLC | 6,470 | $272K | 0.1% | -9.8% | 0.005% | |
| 10/24/2024 | Financial Management Professionals Inc. | 81,129 | $3.41M | 0.4% | -1.1% | 0.058% | |
| 10/15/2024 | NBC Securities Inc. | 624 | $26K | 0.0% | +135.5% | 0.000% | |
| 10/8/2024 | Burkett Financial Services LLC | 466,220 | $19.59M | 8.1% | -0.2% | 0.332% | |
| 10/7/2024 | Bank of New Hampshire | 4,821 | $203K | 0.1% | -7.9% | 0.003% | |
| 8/14/2024 | Certified Advisory Corp | 75,927 | $3.15M | 0.4% | +37.6% | 0.054% | |
| 8/1/2024 | Hilltop Partners LLC | 640,807 | $26.56M | 9.8% | +69.8% | 0.457% | |
| 7/31/2024 | Farther Finance Advisors LLC | 32,228 | $1.34M | 0.1% | +2.2% | 0.023% | |
| 7/23/2024 | NewSquare Capital LLC | 124,558 | $5.01M | 0.4% | +7.9% | 0.089% | |
| 7/20/2024 | Continuum Advisory LLC | 36,026 | $1.49M | 0.2% | +4.0% | 0.026% | |
| 7/17/2024 | AdvisorNet Financial Inc | 3,954 | $164K | 0.0% | +251.5% | 0.003% | |
| 7/10/2024 | Burkett Financial Services LLC | 467,192 | $19.36M | 9.9% | -0.5% | 0.333% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 2,965 | $123K | 0.0% | N/A | 0.002% | |
| 7/1/2024 | Bank of New Hampshire | 5,233 | $217K | 0.1% | -16.0% | 0.004% | |
| 6/13/2024 | Mosaic Family Wealth Partners LLC | 1,406,846 | $57.58M | 9.5% | +5.3% | 1.002% | |
| 5/21/2024 | LRI Investments LLC | 3,375 | $138K | 0.0% | N/A | 0.002% | |
| 5/15/2024 | LRI Investments LLC | 3,375 | $140K | 0.0% | N/A | 0.002% | |
| 5/14/2024 | OLD Mission Capital LLC | 176,483 | $7.22M | 0.1% | N/A | 0.126% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 100,330 | $4.11M | 2.0% | N/A | 0.071% | |
| 5/13/2024 | Hilltop Partners LLC | 377,496 | $15.45M | 5.5% | +16.5% | 0.269% | |
| 5/8/2024 | Ethos Financial Group LLC | 204,292 | $8.36M | 1.6% | +1.9% | 0.146% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 203,115 | $8.31M | 0.0% | +31.8% | 0.149% | |
| 5/1/2024 | BNP Paribas Financial Markets | 1,411 | $58K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | Arkadios Wealth Advisors | 119,965 | $4.91M | 0.4% | -2.9% | 0.088% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 1,800 | $74K | 0.0% | N/A | 0.001% | |
| 4/17/2024 | Vicus Capital | 212,013 | $8.68M | 0.8% | -3.0% | 0.177% | |
| 4/16/2024 | Financial Management Professionals Inc. | 81,694 | $3.34M | 0.5% | -10.5% | 0.068% | |
| 4/10/2024 | American National Bank | 2,270 | $93K | 0.0% | +278.3% | 0.002% | |
| 4/10/2024 | Bank of New Hampshire | 6,233 | $255K | 0.1% | -8.8% | 0.005% | |
| 4/1/2024 | Burkett Financial Services LLC | 469,727 | $19.23M | 9.9% | -1.9% | 0.392% | |
| 2/21/2024 | Garde Capital Inc. | 8,700 | $322K | 0.0% | N/A | 0.007% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 16,452 | $608K | 0.1% | N/A | 0.014% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 708 | $26K | 0.0% | N/A | 0.001% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 144,063 | $5.33M | 0.1% | -26.6% | 0.120% | |
| 2/12/2024 | Tradition Wealth Management LLC | 475,895 | $17.60M | 1.9% | +6.8% | 0.397% | |
| 2/12/2024 | Burkett Financial Services LLC | 479,066 | $17.72M | 9.9% | N/A | 0.399% | |
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| 2/9/2024 | Certified Advisory Corp | 38,682 | $1.43M | 0.2% | +74.3% | 0.032% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 154,139 | $5.70M | 0.0% | +1.5% | 0.129% | |
| 2/7/2024 | Ethos Financial Group LLC | 200,565 | $7.42M | 1.6% | +2.0% | 0.167% | |
| 2/1/2024 | NewSquare Capital LLC | 106,050 | $3.78M | 0.4% | +11.6% | 0.088% | |
| 2/1/2024 | Vicus Capital | 218,659 | $8.09M | 0.8% | -2.5% | 0.182% | |
| 1/24/2024 | Arkadios Wealth Advisors | 123,530 | $4.57M | 0.4% | -2.6% | 0.103% | |
| 1/24/2024 | Private Trust Co. NA | 6,282 | $232K | 0.0% | -40.7% | 0.005% | |
| 1/17/2024 | Kozak & Associates Inc. | 866 | $32K | 0.0% | N/A | 0.001% | |
| 1/12/2024 | Financial Management Professionals Inc. | 91,258 | $3.38M | 0.5% | N/A | 0.076% | |
| 1/12/2024 | LVM Capital Management Ltd. MI | 9,242 | $342K | 0.0% | N/A | 0.008% | |
