| 5/2/2025 | Leelyn Smith LLC | 41,375 | $793K | 0.1% | +5.2% | 0.192% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 162,233 | $3.11M | 0.1% | +8.9% | 0.753% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 712,754 | $13.66M | 0.0% | -25.0% | 3.307% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,130,786 | $40.85M | 0.0% | +7.9% | 9.888% | |
| 4/29/2025 | Element Wealth LLC | 148,505 | $2.85M | 1.5% | -1.0% | 0.689% | |
| 4/28/2025 | DAVENPORT & Co LLC | 23,847 | $457K | 0.0% | -8.1% | 0.102% | |
| 4/25/2025 | Keystone Financial Services LLC | 14,409 | $276K | 0.2% | +13.9% | 0.061% | |
| 4/22/2025 | Consolidated Planning Corp | 555,676 | $10.65M | 1.5% | +30.7% | 2.370% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 153,836 | $2.95M | 0.0% | +8.6% | 0.656% | |
| 4/21/2025 | LifeGoal Wealth Advisors | 98,513 | $1.89M | 2.0% | -13.5% | 0.420% | |
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| 4/21/2025 | ERn Financial LLC | 97,711 | $1.87M | 0.3% | -4.1% | 0.417% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 37,819 | $725K | 0.2% | +1.7% | 0.161% | |
| 4/16/2025 | IAG Wealth Partners LLC | 1,176,456 | $22.55M | 3.5% | +60.0% | 5.017% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,156 | $214K | 0.0% | N/A | 0.048% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 244,343 | $4.68M | 0.1% | -44.2% | 1.042% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 57,501 | $1.10M | 0.1% | -26.7% | 0.245% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 1,686,359 | $32.33M | 3.4% | -5.0% | 7.191% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 164,851 | $3.15M | 0.2% | +10.6% | 0.703% | |
| 3/21/2025 | Prostatis Group LLC | 27,100 | $525K | 0.2% | +22.6% | 0.115% | |
| 3/14/2025 | Keystone Financial Services LLC | 12,654 | $245K | 0.2% | N/A | 0.054% | |
| 2/17/2025 | Cetera Investment Advisers | 232,019 | $4.49M | 0.0% | +2.9% | 1.531% | |
| 2/17/2025 | Citadel Advisors LLC | 40,200 | $778K | 0.0% | N/A | 0.265% | |
| 2/17/2025 | Bank of America Corp DE | 1,088,142 | $21.07M | 0.0% | +5.5% | 7.182% | |
| 2/14/2025 | Jane Street Group LLC | 178,594 | $3.46M | 0.0% | N/A | 1.179% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 52,590 | $1.02M | 0.1% | +14.4% | 0.347% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 450,428 | $8.72M | 0.9% | +2.7% | 2.973% | |
| 2/13/2025 | Mariner LLC | 125,000 | $2.42M | 0.0% | N/A | 0.825% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,833,883 | $35.50M | 0.0% | N/A | 12.105% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 950,312 | $18.40M | 0.0% | +10.9% | 6.273% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 33,057 | $640K | 0.0% | -4.5% | 0.218% | |
| 2/11/2025 | LPL Financial LLC | 2,655,983 | $51.42M | 0.0% | +17.9% | 17.531% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 149,030 | $2.89M | 0.1% | +6.0% | 0.984% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 141,113 | $2.73M | 0.0% | +4.0% | 0.931% | |
| 2/10/2025 | IAG Wealth Partners LLC | 735,334 | $14.24M | 2.5% | +22.7% | 4.854% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 33,860 | $656K | 0.0% | +35.2% | 0.223% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,833,883 | $35.50M | 0.0% | N/A | 12.105% | |
| 2/6/2025 | Jones Financial Companies Lllp | 189,176 | $3.66M | 0.0% | +68.3% | 1.249% | |
| 2/5/2025 | West Michigan Advisors LLC | 22,962 | $446K | 0.1% | -13.0% | 0.152% | |
| 2/5/2025 | Private Trust Co. NA | 13,945 | $270K | 0.0% | +7.8% | 0.092% | |
| 2/5/2025 | LifeGoal Wealth Advisors | 113,916 | $2.21M | 2.4% | N/A | 0.752% | |
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| 2/3/2025 | Element Wealth LLC | 150,072 | $2.91M | 1.5% | -0.5% | 0.991% | |
| 2/3/2025 | Private Advisor Group LLC | 29,799 | $577K | 0.0% | +16.7% | 0.197% | |
| 1/31/2025 | Truist Financial Corp | 965,736 | $18.70M | 0.0% | +9.6% | 6.374% | |
| 1/30/2025 | Trademark Financial Management LLC | 10,072 | $195K | 0.2% | -20.3% | 0.066% | |
| 1/29/2025 | Consolidated Planning Corp | 425,308 | $8.23M | 1.1% | +119.4% | 2.807% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 32,737 | $634K | 0.1% | N/A | 0.216% | |
| 1/29/2025 | Opal Wealth Advisors LLC | 37,179 | $720K | 0.2% | +92.1% | 0.245% | |
| 1/27/2025 | Financial Advocates Investment Management | 66,454 | $1.29M | 0.1% | +3.9% | 0.439% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 40,403 | $782K | 0.0% | +7.6% | 0.267% | |
| 1/24/2025 | DAVENPORT & Co LLC | 25,950 | $502K | 0.0% | +8.9% | 0.171% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 25,999 | $503K | 0.2% | +19.4% | 0.172% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 78,480 | $1.52M | 0.2% | -43.3% | 0.518% | |
| 1/22/2025 | Capital Asset Advisory Services LLC | 149,041 | $2.89M | 0.1% | +5.6% | 0.984% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 1,775,173 | $34.37M | 3.5% | +135.0% | 11.717% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 437,511 | $8.47M | 0.2% | +5.4% | 2.888% | |
| 1/15/2025 | Yarger Wealth Strategies LLC | 482,110 | $9.33M | 5.4% | +6.3% | 3.182% | |
| 1/15/2025 | Fermata Advisors LLC | 21,881 | $424K | 0.1% | N/A | 0.144% | |
| 1/14/2025 | ERn Financial LLC | 101,844 | $1.97M | 0.3% | -75.7% | 0.672% | |
| 11/25/2024 | Sanctuary Advisors LLC | 55,935 | $1.10M | 0.0% | +85.2% | 0.369% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 34,611 | $686K | 0.1% | +40.3% | 0.228% | |
| 11/15/2024 | Stifel Financial Corp | 33,172 | $657K | 0.0% | +2.0% | 0.219% | |
| 11/13/2024 | Private Trust Co. NA | 12,935 | $256K | 0.0% | +27.1% | 0.085% | |
| 11/12/2024 | Leelyn Smith LLC | 38,925 | $771K | 0.1% | -6.1% | 0.257% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 438,735 | $8.69M | 0.8% | +6.7% | 2.896% | |
| 11/5/2024 | Harbour Investments Inc. | 33,775 | $669K | 0.0% | +6.4% | 0.223% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 140,633 | $2.79M | 0.1% | +8.1% | 0.928% | |
| 10/31/2024 | Consolidated Planning Corp | 193,848 | $3.84M | 0.6% | N/A | 1.280% | |
| 10/31/2024 | Trademark Financial Management LLC | 12,631 | $250K | 0.2% | -29.2% | 0.083% | |
| 10/29/2024 | IAG Wealth Partners LLC | 599,321 | $11.87M | 2.2% | +25.7% | 3.956% | |
| 10/25/2024 | Financial Advocates Investment Management | 63,972 | $1.27M | 0.1% | +11.2% | 0.422% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 138,354 | $2.74M | 0.4% | +9.9% | 0.913% | |
| 10/23/2024 | West Michigan Advisors LLC | 26,385 | $524K | 0.2% | +94.2% | 0.174% | |
| 10/22/2024 | Private Advisor Group LLC | 25,539 | $506K | 0.0% | +2.6% | 0.169% | |
| 10/18/2024 | Raymond James & Associates | 989,385 | $19.60M | 0.0% | +4.6% | 6.531% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 755,505 | $14.97M | 1.6% | +1.6% | 4.987% | |
| 10/16/2024 | Opal Wealth Advisors LLC | 19,357 | $383K | 0.1% | +5,446.4% | 0.128% | |
| 10/16/2024 | ERn Financial LLC | 419,260 | $8.31M | 1.3% | +1.7% | 2.767% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 45,960 | $913K | 0.1% | +16.9% | 0.303% | |
| 9/5/2024 | Sanctuary Advisors LLC | 30,195 | $576K | 0.0% | N/A | 0.199% | |
| 8/22/2024 | Cetera Investment Advisers | 213,770 | $4.13M | 0.0% | -10.1% | 1.411% | |
| 8/21/2024 | Truist Financial Corp | 787,542 | $15.21M | 0.0% | +324.9% | 5.198% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 129,228 | $2.50M | 0.0% | -1.8% | 0.853% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 24,987 | $489K | 0.0% | +50.9% | 0.165% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 7,500 | $145K | 0.0% | -14.8% | 0.050% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 130,115 | $2.51M | 0.1% | -3.4% | 0.859% | |
| 8/10/2024 | Yarger Wealth Strategies LLC | 389,153 | $7.52M | 4.5% | +13.5% | 2.569% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 746,462 | $14.41M | 0.0% | +314.8% | 4.927% | |
| 8/8/2024 | Leelyn Smith LLC | 41,433 | $800K | 0.2% | -5.4% | 0.273% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 411,270 | $7.94M | 0.7% | +9.9% | 2.715% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 153,825 | $2.97M | 0.0% | +10.3% | 1.015% | |
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| 7/29/2024 | Financial Advocates Investment Management | 57,542 | $1.11M | 0.1% | +56.3% | 0.380% | |
| 7/26/2024 | Harbour Investments Inc. | 31,736 | $613K | 0.0% | +6.3% | 0.209% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 125,947 | $2.43M | 0.4% | -22.0% | 0.831% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 96,217 | $1.86M | 0.0% | +8.4% | 0.635% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,169,984 | $22.59M | 0.0% | +0.0% | 7.723% | |
| 7/24/2024 | &PARTNERS | 31,125 | $601K | 0.0% | N/A | 0.205% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 39,320 | $761K | 0.0% | +3.0% | 0.260% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 743,792 | $14.36M | 1.6% | -21.4% | 4.910% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 671,248 | $12.96M | 0.0% | -20.2% | 4.431% | |
| 7/19/2024 | Raymond James & Associates | 946,198 | $18.27M | 0.0% | +4.5% | 6.246% | |
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