| 5/2/2025 | Independent Wealth Network Inc. | 103,257 | $5.16M | 2.1% | +8.6% | 0.836% | |
| 5/2/2025 | Wealthfront Advisers LLC | 16,578 | $829K | 0.0% | -40.4% | 0.134% | |
| 4/29/2025 | TD Private Client Wealth LLC | 11,423 | $571K | 0.0% | -12.7% | 0.093% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 73,214 | $3.66M | 0.0% | -23.4% | 0.595% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,654 | $233K | 0.0% | N/A | 0.038% | |
| 4/28/2025 | Latitude Advisors LLC | 10,169 | $508K | 0.3% | N/A | 0.083% | |
| 4/24/2025 | Tsfg LLC | 7,378 | $369K | 0.1% | -10.4% | 0.060% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 30,023 | $1.50M | 0.4% | -11.2% | 0.244% | |
| 4/24/2025 | Park Place Capital Corp | 3,186 | $159K | 0.0% | -21.7% | 0.026% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 77,171 | $3.86M | 0.3% | +4.0% | 0.627% | |
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| 4/23/2025 | International Assets Investment Management LLC | 13,826 | $691K | 0.0% | -7.2% | 0.112% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,666 | $483K | 0.0% | -6.9% | 0.079% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,884 | $244K | 0.0% | -67.8% | 0.040% | |
| 4/16/2025 | Goldstone Financial Group LLC | 32,434 | $1.62M | 0.2% | -11.1% | 0.264% | |
| 4/15/2025 | Focus Financial Network Inc. | 333,699 | $16.69M | 0.7% | +3.0% | 2.713% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 43,604 | $2.18M | 0.4% | N/A | 0.355% | |
| 4/14/2025 | Cedar Mountain Advisors LLC | 224,006 | $11.20M | 2.5% | +13.4% | 1.821% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 4,328 | $216K | 0.0% | N/A | 0.035% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 98,513 | $4.93M | 1.5% | -21.0% | 0.801% | |
| 4/8/2025 | Verde Capital Management | 166,687 | $8.33M | 2.4% | +3.0% | 1.318% | |
| 2/17/2025 | Safeguard Investment Advisory Group LLC | 24,294 | $1.18M | 0.3% | -5.4% | 0.203% | |
| 2/17/2025 | Cetera Investment Advisers | 95,006 | $4.62M | 0.0% | +13.4% | 0.795% | |
| 2/17/2025 | Citadel Advisors LLC | 69,285 | $3.37M | 0.0% | N/A | 0.580% | |
| 2/17/2025 | Bank of America Corp DE | 1,724,855 | $83.91M | 0.0% | +27.8% | 14.434% | |
| 2/17/2025 | Ameriprise Financial Inc. | 409,674 | $19.93M | 0.0% | -37.8% | 3.428% | |
| 2/14/2025 | Jane Street Group LLC | 57,349 | $2.79M | 0.0% | N/A | 0.480% | |
| 2/14/2025 | Comerica Bank | 3,293 | $160K | 0.0% | +17.6% | 0.028% | |
| 2/14/2025 | Stifel Financial Corp | 9,594 | $467K | 0.0% | -50.0% | 0.080% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 5,139 | $250K | 0.0% | N/A | 0.043% | |
| 2/13/2025 | CreativeOne Wealth LLC | 59,652 | $2.90M | 0.1% | +3.3% | 0.499% | |
| 2/13/2025 | Raymond James Financial Inc. | 123,234 | $6.00M | 0.0% | N/A | 1.031% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 95,591 | $4.65M | 0.0% | +16.0% | 0.800% | |
| 2/13/2025 | Wells Fargo & Company MN | 274,964 | $13.38M | 0.0% | -12.9% | 2.301% | |
| 2/12/2025 | National Bank of Canada FI | 1,105 | $54K | 0.0% | -76.6% | 0.009% | |
| 2/12/2025 | JPMorgan Chase & Co. | 42,432 | $2.06M | 0.0% | -72.6% | 0.355% | |
| 2/11/2025 | LPL Financial LLC | 161,892 | $7.88M | 0.0% | +28.1% | 1.355% | |
| 2/11/2025 | TD Private Client Wealth LLC | 13,079 | $636K | 0.0% | -3.8% | 0.109% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 17,837 | $906K | 0.0% | -90.0% | 0.149% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 74,208 | $3.61M | 0.3% | +18.4% | 0.621% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,183 | $739K | 0.0% | +125.9% | 0.127% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 4,967 | $242K | 0.0% | -5.5% | 0.042% | |
| 2/7/2025 | Wealthfront Advisers LLC | 19,823 | $964K | 0.0% | -18.9% | 0.166% | |
| 2/6/2025 | Raymond James Financial Inc. | 123,234 | $6.00M | 0.0% | N/A | 1.031% | |
| 2/6/2025 | Vantage Financial Partners LLC | 5,469 | $266K | 0.1% | -12.4% | 0.046% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 39,950 | $1.94M | 0.0% | -10.9% | 0.334% | |
| 2/6/2025 | Jones Financial Companies Lllp | 17,236 | $839K | 0.0% | +170.8% | 0.144% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,307 | $307K | 0.0% | +87.9% | 0.053% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 90,899 | $4.42M | 0.0% | -0.5% | 0.761% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 8,909 | $433K | 0.2% | -11.7% | 0.075% | |
| 1/30/2025 | Principal Securities Inc. | 1,525 | $74K | 0.0% | +323.6% | 0.013% | |
| 1/29/2025 | Focus Financial Network Inc. | 324,043 | $15.77M | 0.6% | +3.4% | 2.712% | |
| 1/28/2025 | Visionary Horizons LLC | 11,344 | $552K | 0.4% | +9.3% | 0.095% | |
| 1/27/2025 | Summit Wealth Partners LLC | 71,365 | $3.47M | 0.7% | +26.2% | 0.597% | |
| 1/22/2025 | Peak Financial Management Inc. | 171,360 | $8.34M | 2.5% | +1.3% | 1.434% | |
| 1/21/2025 | ETF Portfolio Partners Inc. | 124,731 | $6.07M | 1.8% | -21.6% | 1.044% | |
| 1/21/2025 | Cedar Mountain Advisors LLC | 197,464 | $9.61M | 2.1% | -7.7% | 1.652% | |
| 1/17/2025 | Verde Capital Management | 161,895 | $7.88M | 2.2% | +6.8% | 1.355% | |
| 1/17/2025 | Independent Wealth Network Inc. | 95,086 | $4.63M | 1.9% | +41.0% | 0.796% | |
| 1/17/2025 | Park Place Capital Corp | 4,067 | $198K | 0.1% | -72.6% | 0.034% | |
| 1/15/2025 | Goldstone Financial Group LLC | 36,464 | $1.77M | 0.3% | -8.8% | 0.305% | |
| 1/15/2025 | Decker Retirement Planning Inc. | 1,133 | $55K | 0.0% | N/A | 0.009% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 33,823 | $1.65M | 0.4% | +126.1% | 0.283% | |
| 1/8/2025 | International Assets Investment Management LLC | 14,901 | $725K | 0.0% | -98.1% | 0.125% | |
| 12/26/2024 | JPMorgan Chase & Co. | 154,619 | $8.24M | 0.0% | +57.0% | 1.294% | |
| 11/18/2024 | TD Private Client Wealth LLC | 13,596 | $724K | 0.0% | -12.9% | 0.114% | |
| 11/15/2024 | MML Investors Services LLC | 11,325 | $603K | 0.0% | +20.9% | 0.095% | |
| 11/15/2024 | Stifel Financial Corp | 19,170 | $1.02M | 0.0% | +14.8% | 0.160% | |
| 11/14/2024 | CreativeOne Wealth LLC | 57,747 | $3.08M | 0.1% | +1.3% | 0.483% | |
| 11/14/2024 | BNP Paribas | 7,513 | $400K | 0.0% | -4.7% | 0.063% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 44,817 | $2.39M | 0.0% | -18.4% | 0.375% | |
| 11/8/2024 | Advisors Asset Management Inc. | 2,751 | $147K | 0.0% | N/A | 0.023% | |
| 11/8/2024 | Prospera Financial Services Inc | 9,050 | $482K | 0.0% | N/A | 0.076% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 178,245 | $9.50M | 0.0% | +422.5% | 1.492% | |
| 11/2/2024 | Transcendent Capital Group LLC | 5,009 | $267K | 0.1% | -6.9% | 0.042% | |
| 11/2/2024 | Mach 1 Financial Group LLC | 8,235 | $439K | 0.3% | N/A | 0.069% | |
| 10/29/2024 | Visionary Horizons LLC | 10,378 | $553K | 0.4% | +34.5% | 0.087% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 62,673 | $3.34M | 0.3% | +5.1% | 0.524% | |
| 10/28/2024 | Focus Financial Network Inc. | 313,288 | $16.69M | 0.7% | +33.6% | 2.622% | |
| 10/28/2024 | Summit Wealth Partners LLC | 56,552 | $3.01M | 0.6% | +5.9% | 0.473% | |
| 10/28/2024 | Goldstone Financial Group LLC | 39,962 | $2.13M | 0.4% | N/A | 0.334% | |
| 10/22/2024 | International Assets Investment Management LLC | 793,316 | $42.26M | 0.0% | +5,101.4% | 6.639% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 14,961 | $797K | 0.2% | N/A | 0.125% | |
| 10/22/2024 | Private Advisor Group LLC | 13,297 | $708K | 0.0% | +64.4% | 0.111% | |
| 10/18/2024 | Verde Capital Management | 151,552 | $8.07M | 2.4% | +1.8% | 1.268% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 4,998 | $266K | 0.1% | -12.4% | 0.042% | |
| 10/16/2024 | Tsfg LLC | 8,223 | $438K | 0.1% | -3.3% | 0.069% | |
| 10/15/2024 | Peak Financial Management Inc. | 169,113 | $9.01M | 2.6% | +3.5% | 1.415% | |
| 10/15/2024 | Cedar Mountain Advisors LLC | 214,013 | $11.40M | 2.6% | N/A | 1.791% | |
| 10/8/2024 | ETF Portfolio Partners Inc. | 159,125 | $8.48M | 2.5% | +4.8% | 1.332% | |
| 9/11/2024 | Summit Wealth Partners LLC | 53,425 | $2.66M | 0.6% | +66.0% | 0.447% | |
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| 8/22/2024 | Cetera Investment Advisers | 60,420 | $3.00M | 0.0% | +4.9% | 0.506% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 34,116 | $1.70M | 0.0% | +243.3% | 0.285% | |
| 8/13/2024 | AE Wealth Management LLC | 933,441 | $46.40M | 0.5% | +16.8% | 7.811% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 11,480 | $571K | 0.0% | -62.5% | 0.096% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 89,685 | $4.46M | 0.0% | -3.9% | 0.751% | |
| 8/3/2024 | National Bank of Canada FI | 4,636 | $227K | 0.0% | +4.5% | 0.039% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 5,883 | $292K | 0.0% | +5.5% | 0.049% | |
| 7/25/2024 | Rooted Wealth Advisors Inc. | 64,202 | $3.25M | 1.4% | +8.3% | 0.537% | |
| 7/24/2024 | &PARTNERS | 28,592 | $1.42M | 0.1% | +33.5% | 0.239% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 92,224 | $4.58M | 0.1% | +5.2% | 0.772% | |
