| 5/5/2025 | Kestra Private Wealth Services LLC | 53,779 | $1.35M | 0.0% | +21.8% | 0.431% | |
| 5/1/2025 | Platform Technology Partners | 241,890 | $6.06M | 1.8% | +23.6% | 2.326% | |
| 4/30/2025 | Arcus Capital Partners LLC | 48,679 | $1.22M | 0.5% | N/A | 0.468% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 655,050 | $16.41M | 0.0% | +54.9% | 6.299% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 27,160 | $680K | 0.2% | -11.3% | 0.261% | |
| 4/25/2025 | Hills Bank & Trust Co | 1,964,479 | $49.21M | 3.5% | +8.6% | 18.889% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,374 | $34K | 0.0% | N/A | 0.013% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,748 | $69K | 0.0% | N/A | 0.026% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 27,160 | $680K | 0.0% | -11.3% | 0.261% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 184,404 | $4.62M | 0.0% | -3.5% | 1.773% | |
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| 4/21/2025 | OLD Second National Bank of Aurora | 11,967 | $300K | 0.1% | +17.4% | 0.115% | |
| 4/21/2025 | River Street Advisors LLC | 44,055 | $1.10M | 0.5% | +4.0% | 0.424% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 25,581 | $634K | 0.3% | -3.9% | 0.246% | |
| 4/16/2025 | RMR Wealth Builders | 121,108 | $3.04M | 0.3% | +8.2% | 1.165% | |
| 4/14/2025 | Wesbanco Bank Inc. | 14,817 | $371K | 0.0% | N/A | 0.142% | |
| 4/14/2025 | Broadway Wealth Solutions Inc. | 835,530 | $20.93M | 15.3% | +10.8% | 8.034% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 18,331 | $459K | 0.2% | +7.8% | 0.178% | |
| 2/17/2025 | Cetera Investment Advisers | 1,739,745 | $42.94M | 0.1% | -53.4% | 49.707% | |
| 2/17/2025 | Citadel Advisors LLC | 14,649 | $362K | 0.0% | +23.1% | 0.419% | |
| 2/14/2025 | Jane Street Group LLC | 17,259 | $426K | 0.0% | -84.1% | 0.493% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 152,407 | $3.76M | 0.0% | -50.2% | 4.354% | |
| 2/14/2025 | Stifel Financial Corp | 21,804 | $538K | 0.0% | -70.1% | 0.623% | |
| 2/14/2025 | MML Investors Services LLC | 419,611 | $10.36M | 0.0% | N/A | 11.989% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 422,831 | $10.44M | 0.0% | N/A | 12.081% | |
| 2/12/2025 | Broadway Wealth Solutions Inc. | 754,343 | $18.62M | 14.1% | N/A | 21.553% | |
| 2/10/2025 | Hills Bank & Trust Co | 1,809,731 | $44.66M | 3.4% | +19.5% | 51.707% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 27,987 | $691K | 0.0% | N/A | 0.800% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 39,174 | $967K | 0.0% | +2.0% | 1.119% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 30,874 | $762K | 0.4% | N/A | 0.882% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,582 | $64K | 0.0% | N/A | 0.074% | |
| 2/5/2025 | Schneider Downs Wealth Management Advisors LP | 444,682 | $10.98M | 2.1% | +108.8% | 12.705% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 26,618 | $657K | 0.3% | +134.0% | 0.761% | |
| 1/31/2025 | Sanctuary Advisors LLC | 13,472 | $333K | 0.0% | N/A | 0.385% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 44,168 | $1.09M | 0.0% | N/A | 1.262% | |
| 1/28/2025 | Platform Technology Partners | 195,687 | $4.83M | 1.5% | +33.7% | 5.591% | |
| 1/24/2025 | River Street Advisors LLC | 42,368 | $1.05M | 0.5% | +9.3% | 1.211% | |
| 1/23/2025 | OLD Second National Bank of Aurora | 10,193 | $252K | 0.1% | +88.5% | 0.291% | |
| 1/22/2025 | Aurora Private Wealth Inc. | 30,621 | $756K | 0.6% | -10.0% | 0.875% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 25,614 | $632K | 0.0% | +13.9% | 0.732% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 78,750 | $1.94M | 0.1% | +26.0% | 2.250% | |
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| 1/14/2025 | RMR Wealth Builders | 111,964 | $2.76M | 0.3% | +79.0% | 3.199% | |
| 1/10/2025 | RMR Wealth Builders | 111,964 | $2.76M | 0.3% | +79.0% | 3.199% | |
| 11/15/2024 | Jane Street Group LLC | 108,696 | $2.80M | 0.0% | N/A | 3.106% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 305,944 | $7.89M | 0.1% | -1.1% | 8.741% | |
| 11/15/2024 | Hilltop Holdings Inc. | 18,325 | $473K | 0.0% | N/A | 0.524% | |
| 11/7/2024 | Claro Advisors LLC | 18,000 | $464K | 0.1% | +5.9% | 0.514% | |
| 11/6/2024 | Schneider Downs Wealth Management Advisors LP | 212,925 | $5.49M | 1.1% | -11.6% | 6.084% | |
| 11/6/2024 | River Street Advisors LLC | 38,773 | $1M | 0.5% | +18.7% | 1.108% | |
| 11/5/2024 | Platform Technology Partners | 146,344 | $3.78M | 1.2% | +52.9% | 4.181% | |
| 10/28/2024 | Hills Bank & Trust Co | 1,514,055 | $39.06M | 2.9% | +2.7% | 43.259% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 11,375 | $293K | 0.1% | +5.7% | 0.325% | |
| 10/24/2024 | Custom Index Systems LLC | 123,961 | $3.20M | 1.7% | N/A | 3.542% | |
| 10/22/2024 | Waldron Private Wealth LLC | 28,085 | $726K | 0.0% | N/A | 0.802% | |
| 10/17/2024 | Claro Advisors LLC | 49,008 | $1.26M | 0.1% | +188.3% | 1.400% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 16,941 | $437K | 0.2% | +3.3% | 0.484% | |
| 10/9/2024 | Towerpoint Wealth LLC | 8,810 | $227K | 0.1% | N/A | 0.252% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 62,523 | $1.61M | 0.1% | -4.5% | 1.786% | |
| 8/22/2024 | Cetera Investment Advisers | 269,609 | $6.68M | 0.0% | +9.8% | 7.703% | |
| 8/8/2024 | Federated Hermes Inc. | 85,000 | $2.09M | 0.0% | -80.8% | 2.429% | |
| 8/8/2024 | Schneider Downs Wealth Management Advisors LP | 240,796 | $5.97M | 1.3% | +412.6% | 6.880% | |
| 8/1/2024 | Claro Advisors LLC | 17,000 | $421K | 0.1% | N/A | 0.486% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 171,117 | $4.24M | 0.0% | +9.7% | 4.889% | |
| 7/25/2024 | Hills Bank & Trust Co | 1,473,945 | $36.52M | 3.0% | N/A | 42.113% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 18,008 | $446K | 0.0% | +23.4% | 0.515% | |
| 5/24/2024 | Cetera Investment Advisers | 245,583 | $6.12M | 0.0% | N/A | 7.017% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 46,977 | $1.17M | 0.3% | N/A | 1.566% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 3,853 | $96K | 0.0% | N/A | 0.128% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 155,948 | $3.89M | 0.0% | N/A | 5.198% | |
| 4/17/2024 | River Street Advisors LLC | 30,079 | $750K | 0.5% | N/A | 0.000% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 15,961 | $398K | 0.2% | N/A | 0.000% | |
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