| 5/19/2026 | GTS Financial LLC | 500,936 | $12.55M | 9.1% | N/A | 2.609% | |
| 5/13/2026 | Cetera Investment Advisers | 14,657 | $369K | 0.0% | -4.6% | 0.076% | |
| 5/13/2026 | Signature Equity Partners LLC | 176,130 | $4.43M | 2.4% | +23.1% | 0.917% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 594,257 | $14.94M | 5.1% | +6.8% | 3.095% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 274,316 | $6.90M | 0.5% | +191.0% | 1.429% | |
| 5/4/2026 | Retirement Planning Group LLC | 853,548 | $21.46M | 0.7% | -13.8% | 4.446% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 208,911 | $5.25M | 0.1% | +3.9% | 1.100% | |
| 4/27/2026 | Platform Technology Partners | 480,861 | $12.09M | 2.3% | +5.4% | 2.544% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 39,634 | $997K | 0.0% | +27.8% | 0.211% | |
| 4/22/2026 | River Street Advisors LLC | 68,697 | $1.73M | 0.6% | +13.7% | 0.365% | |
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| 4/21/2026 | OLD Second National Bank of Aurora | 14,601 | $367K | 0.1% | +13.4% | 0.078% | |
| 4/21/2026 | Wesbanco Bank Inc. | 46,390 | $1.17M | 0.0% | -1.0% | 0.247% | |
| 4/21/2026 | First United Bank & Trust | 10,083 | $254K | 0.1% | N/A | 0.054% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 79,254 | $1.99M | 0.0% | +7.1% | 0.422% | |
| 4/16/2026 | Allegheny Financial Group | 364,934 | $9.18M | 1.2% | +8.9% | 1.941% | |
| 2/18/2026 | Wealth Intelligence LLC | 661,005 | $16.78M | 8.3% | N/A | 4.006% | |
| 2/17/2026 | Cetera Investment Advisers | 15,369 | $390K | 0.0% | -82.7% | 0.093% | |
| 2/17/2026 | Hilltop Holdings Inc. | 16,000 | $406K | 0.0% | -12.7% | 0.097% | |
| 2/17/2026 | Osaic Holdings Inc. | 420,926 | $10.69M | 0.0% | -41.0% | 2.551% | |
| 2/17/2026 | &PARTNERS | 89,311 | $2.27M | 0.0% | +14.2% | 0.541% | |
| 2/16/2026 | MML Investors Services LLC | 548,671 | $13.93M | 0.0% | +11.6% | 3.325% | |
| 2/13/2026 | Stifel Financial Corp | 85,048 | $2.16M | 0.0% | +26.6% | 0.515% | |
| 2/13/2026 | Wilkerson Advisory Group LLC | 556,482 | $14.13M | 5.0% | N/A | 3.373% | |
| 2/13/2026 | Focused Alpha LLC | 10,092 | $256K | 0.1% | N/A | 0.061% | |
| 2/12/2026 | Jane Street Group LLC | 75,408 | $1.92M | 0.0% | +342.4% | 0.457% | |
| 2/12/2026 | Index Technologies Group LLC | 9,000 | $229K | 0.2% | N/A | 0.055% | |
| 2/12/2026 | Quantum Portfolio Management LLC | 201,161 | $5.11M | 2.3% | +0.5% | 1.219% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 184,620 | $4.69M | 0.0% | +4.6% | 1.119% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 31,007 | $787K | 0.0% | +16.2% | 0.188% | |
| 2/11/2026 | LPL Financial LLC | 16,866 | $428K | 0.0% | -4.7% | 0.102% | |
| 2/10/2026 | Twin Peaks Wealth Advisors LLC | 21,280 | $541K | 0.2% | -11.1% | 0.129% | |
| 2/6/2026 | Motco | 3,810 | $97K | 0.0% | +25.3% | 0.023% | |
| 2/5/2026 | Atlas Wealth LLC | 7,953 | $202K | 0.1% | N/A | 0.048% | |
| 2/5/2026 | Hills Bank & Trust Co | 2,638,018 | $66.98M | 3.9% | +4.2% | 15.988% | |
| 2/3/2026 | Wesbanco Bank Inc. | 46,872 | $1.19M | 0.0% | +29.1% | 0.284% | |
| 2/3/2026 | Retirement Planning Group LLC | 989,679 | $25.13M | 0.8% | +7.7% | 5.998% | |
| 2/2/2026 | Allegheny Financial Group | 335,158 | $8.51M | 1.3% | +32.2% | 2.031% | |
| 2/2/2026 | Truist Financial Corp | 31,137 | $791K | 0.0% | -48.9% | 0.189% | |
| 2/2/2026 | Aurora Private Wealth Inc. | 22,144 | $562K | 0.4% | N/A | 0.134% | |
| 1/29/2026 | RMR Wealth Builders | 207,788 | $5.28M | 0.4% | +16.8% | 1.215% | |
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| 1/29/2026 | Kestra Private Wealth Services LLC | 74,017 | $1.88M | 0.0% | +31.8% | 0.433% | |
| 1/29/2026 | Broadway Wealth Solutions Inc. | 1,036,532 | $26.32M | 14.1% | +6.1% | 6.062% | |
| 1/26/2026 | River Street Advisors LLC | 60,416 | $1.53M | 0.6% | +10.3% | 0.353% | |
| 1/26/2026 | Prosperity Financial Group Inc. | 36,385 | $924K | 0.3% | -6.3% | 0.213% | |
| 1/16/2026 | Beaumont Financial Advisors LLC | 94,281 | $2.39M | 0.2% | -0.6% | 0.555% | |
| 1/15/2026 | Towerpoint Wealth LLC | 12,045 | $306K | 0.1% | +23.3% | 0.071% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 149,851 | $3.81M | 0.0% | +250.4% | 1.070% | |
| 1/6/2026 | First Citizens Financial Corp | 19,467 | $494K | 0.2% | N/A | 0.139% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 56,168 | $1.43M | 0.0% | +6.3% | 0.426% | |
| 11/17/2025 | Schneider Downs Wealth Management Advisors LP | 420,950 | $10.69M | 1.3% | +3.1% | 3.189% | |
| 11/17/2025 | Prosperity Financial Group Inc. | 38,846 | $986K | 0.4% | +23.9% | 0.294% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 169,396 | $4.30M | 0.0% | +13.3% | 1.283% | |
| 11/17/2025 | Citadel Advisors LLC | 102,192 | $2.60M | 0.0% | +67.6% | 0.774% | |
| 11/14/2025 | Raymond James Financial Inc. | 1,019,014 | $25.87M | 0.0% | +14.4% | 7.720% | |
| 11/6/2025 | Allegheny Financial Group | 253,500 | $6.44M | 1.2% | +43.4% | 1.920% | |
| 11/6/2025 | Wesbanco Bank Inc. | 36,315 | $922K | 0.0% | +72.6% | 0.275% | |
| 11/5/2025 | RMR Wealth Builders | 177,888 | $4.53M | 0.4% | +24.2% | 1.348% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 619,685 | $15.73M | 0.0% | -6.7% | 4.695% | |
| 11/3/2025 | Truist Financial Corp | 60,945 | $1.55M | 0.0% | -63.4% | 0.462% | |
| 10/29/2025 | Platform Technology Partners | 319,850 | $8.12M | 1.9% | +15.4% | 2.442% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 42,762 | $1.09M | 0.0% | +420.9% | 0.326% | |
| 10/29/2025 | Quantum Portfolio Management LLC | 200,161 | $5.08M | 1.5% | +4.7% | 1.528% | |
| 10/27/2025 | Retirement Planning Group LLC | 918,680 | $23.33M | 0.8% | N/A | 6.907% | |
| 10/22/2025 | River Street Advisors LLC | 54,790 | $1.39M | 0.5% | +5.1% | 0.412% | |
| 9/4/2025 | Osaic Holdings Inc. | 681,612 | $17.11M | 0.0% | -18.2% | 5.203% | |
| 8/15/2025 | Semmax Financial Advisors Inc. | 4,889 | $123K | 0.0% | N/A | 0.037% | |
| 8/15/2025 | MML Investors Services LLC | 493,966 | $12.40M | 0.0% | -22.4% | 3.771% | |
| 8/14/2025 | Jane Street Group LLC | 27,596 | $693K | 0.0% | -57.7% | 0.211% | |
| 8/14/2025 | Raymond James Financial Inc. | 890,977 | $22.36M | 0.0% | +1,493.6% | 6.801% | |
| 8/13/2025 | Quantum Portfolio Management LLC | 191,161 | $4.80M | 2.3% | +15.9% | 1.459% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 23,943 | $603K | 0.2% | -6.4% | 0.183% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 3,608 | $91K | 0.0% | +38.7% | 0.028% | |
| 8/8/2025 | Cetera Investment Advisers | 1,184,254 | $29.73M | 0.1% | -9.0% | 9.266% | |
| 8/5/2025 | Hills Bank & Trust Co | 2,307,838 | $57.93M | 3.7% | +17.5% | 18.058% | |
| 8/1/2025 | Motco | 3,040 | $76K | 0.0% | +319.3% | 0.024% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 664,506 | $16.68M | 0.0% | +1.4% | 5.200% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 408,162 | $10.25M | 1.5% | -11.0% | 3.194% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 31,346 | $787K | 0.3% | +7.0% | 0.245% | |
| 7/25/2025 | CWM LLC | 1,324 | $33K | 0.0% | N/A | 0.010% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 25,703 | $645K | 0.5% | -5.4% | 0.201% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 21,274 | $534K | 0.2% | +16.1% | 0.166% | |
| 7/21/2025 | River Street Advisors LLC | 52,121 | $1.31M | 0.6% | +18.3% | 0.408% | |
| 7/21/2025 | OLD Second National Bank of Aurora | 12,548 | $315K | 0.1% | +4.9% | 0.098% | |
| 7/18/2025 | Truist Financial Corp | 166,681 | $4.18M | 0.0% | N/A | 1.304% | |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 896,317 | $22.50M | 14.0% | +7.3% | 7.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 19,222 | $482K | 0.0% | N/A | 0.150% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 95,247 | $2.39M | 0.2% | +23.8% | 0.745% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,209 | $205K | 0.0% | N/A | 0.063% | |
| 7/9/2025 | Towerpoint Wealth LLC | 9,771 | $245K | 0.1% | +10.9% | 0.075% | |
| 7/8/2025 | RMR Wealth Builders | 143,234 | $3.61M | 0.3% | +18.3% | 1.100% | |
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| 7/7/2025 | Wesbanco Bank Inc. | 21,043 | $528K | 0.0% | +42.0% | 0.162% | |
| 5/19/2025 | Jane Street Group LLC | 65,221 | $1.63M | 0.0% | +277.9% | 0.523% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 157,227 | $3.94M | 0.0% | +3.2% | 1.260% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 458,847 | $11.49M | 2.1% | +3.2% | 3.677% | |
| 5/6/2025 | Cetera Investment Advisers | 1,301,180 | $32.60M | 0.1% | -25.2% | 10.426% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 41,001 | $1.03M | 0.0% | +4.7% | 0.329% | |
| 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% | |
