| 8/5/2025 | Atlas Wealth LLC | 102,898 | $4.09M | 1.5% | +1.3% | 0.746% | |
| 8/5/2025 | Gilbert & Cook Inc. | 563,781 | $22.02M | 3.0% | +9.4% | 4.085% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 26,186 | $1.02M | 0.0% | -8.2% | 0.190% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 147,721 | $5.77M | 0.0% | -0.9% | 1.070% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 10,018 | $391K | 0.0% | N/A | 0.073% | |
| 7/29/2025 | Sims Investment Management LLC | 288,067 | $11.25M | 4.5% | +70.7% | 2.087% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,272 | $323K | 0.0% | -4.2% | 0.060% | |
| 7/29/2025 | Private Trust Co. NA | 758 | $30K | 0.0% | N/A | 0.005% | |
| 7/24/2025 | JNBA Financial Advisors | 20,040 | $783K | 0.1% | -1.5% | 0.145% | |
| 7/22/2025 | Simplicity Wealth LLC | 46,108 | $1.80M | 0.1% | +271.0% | 0.334% | |
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| 7/21/2025 | Cornell Pochily Investment Advisors Inc. | 21,943 | $857K | 0.3% | -11.3% | 0.159% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 35,882 | $1.40M | 0.3% | N/A | 0.260% | |
| 7/17/2025 | Park Place Capital Corp | 9,181 | $364K | 0.1% | N/A | 0.066% | |
| 7/16/2025 | ORG Partners LLC | 1,507 | $60K | 0.0% | N/A | 0.011% | |
| 7/14/2025 | Enzi Wealth | 5,440 | $218K | 0.1% | N/A | 0.039% | |
| 7/10/2025 | Vista Investment Partners LLC | 87,437 | $3.41M | 1.0% | +161.9% | 0.632% | |
| 5/15/2025 | Royal Bank of Canada | 36,692 | $1.37M | 0.0% | +31.3% | 0.272% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 4,343,594 | $161.90M | 0.2% | -0.1% | 32.223% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 143,739 | $5.36M | 0.0% | +2.8% | 1.066% | |
| 5/13/2025 | Evensky & Katz LLC | 43,481 | $1.62M | 0.1% | -3.8% | 0.323% | |
| 5/13/2025 | HighTower Advisors LLC | 109,636 | $4.09M | 0.0% | -2.2% | 0.813% | |
| 5/8/2025 | Atlas Wealth LLC | 101,572 | $3.79M | 1.5% | +7.0% | 0.754% | |
| 5/7/2025 | LPL Financial LLC | 426,268 | $15.89M | 0.0% | -45.9% | 3.162% | |
| 5/6/2025 | Cetera Investment Advisers | 63,443 | $2.37M | 0.0% | +45.5% | 0.471% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 15,901 | $593K | 0.0% | +19.9% | 0.118% | |
| 5/6/2025 | Gilbert & Cook Inc. | 515,448 | $19.21M | 2.8% | +40.0% | 3.824% | |
| 5/5/2025 | Private Advisor Group LLC | 425,377 | $15.86M | 0.1% | +0.3% | 3.156% | |
| 5/1/2025 | CWM LLC | 2,940 | $110K | 0.0% | -20.9% | 0.023% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 8,639 | $322K | 0.0% | -3.4% | 0.067% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 148,992 | $5.55M | 0.0% | -1.8% | 1.155% | |
| 4/25/2025 | JNBA Financial Advisors | 20,346 | $758K | 0.1% | -7.8% | 0.158% | |
| 4/24/2025 | Sims Investment Management LLC | 168,718 | $6.29M | 2.8% | +117.5% | 1.308% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,375 | $312K | 0.0% | -25.2% | 0.065% | |
| 4/17/2025 | Vista Investment Partners LLC | 33,385 | $1.24M | 0.4% | N/A | 0.259% | |
| 4/17/2025 | Cornell Pochily Investment Advisors Inc. | 24,733 | $922K | 0.3% | +13.0% | 0.192% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 45,025 | $1.68M | 1.2% | +13.6% | 0.349% | |
| 4/15/2025 | Simplicity Wealth LLC | 12,428 | $463K | 0.0% | N/A | 0.096% | |
| 4/10/2025 | Iams Wealth Management LLC | 9,447 | $352K | 0.2% | +14.5% | 0.073% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 94,146 | $3.74M | 0.1% | -42.5% | 0.711% | |
| 2/17/2025 | CoreCap Advisors LLC | 3,887 | $154K | 0.0% | N/A | 0.034% | |
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| 2/17/2025 | Cetera Investment Advisers | 43,589 | $1.73M | 0.0% | -4.1% | 0.381% | |
| 2/17/2025 | Bank of America Corp DE | 1,650,624 | $65.60M | 0.0% | +21.8% | 14.441% | |
| 2/17/2025 | Ameriprise Financial Inc. | 113,385 | $4.51M | 0.0% | +20.2% | 0.992% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 11,856 | $471K | 0.0% | -3.2% | 0.104% | |
| 2/14/2025 | The Manufacturers Life Insurance Company | 4,346,379 | $172.73M | 0.2% | -8.2% | 38.026% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,088 | $43K | 0.0% | N/A | 0.010% | |
| 2/14/2025 | Empire Financial Management Company LLC | 91,465 | $3.64M | 1.1% | +1.0% | 0.800% | |
| 2/14/2025 | Stifel Financial Corp | 57,959 | $2.30M | 0.0% | +2.9% | 0.507% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 9,473 | $376K | 0.0% | -4.7% | 0.083% | |
| 2/13/2025 | Synovus Financial Corp | 402,257 | $15.99M | 0.2% | -0.4% | 3.519% | |
| 2/13/2025 | Raymond James Financial Inc. | 7,005 | $278K | 0.0% | N/A | 0.061% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 151,660 | $6.03M | 0.0% | -1.2% | 1.327% | |
| 2/13/2025 | Wells Fargo & Company MN | 396,984 | $15.78M | 0.0% | -1.7% | 3.473% | |
| 2/12/2025 | OLD Mission Capital LLC | 7,891 | $314K | 0.0% | -42.7% | 0.069% | |
| 2/11/2025 | LPL Financial LLC | 788,158 | $31.32M | 0.0% | -2.8% | 6.896% | |
| 2/11/2025 | Atlas Wealth LLC | 94,894 | $3.77M | 1.4% | -0.4% | 0.830% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 101,401 | $4.03M | 0.0% | -3.0% | 0.887% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 13,267 | $527K | 0.0% | +6.7% | 0.116% | |
| 2/7/2025 | HighTower Advisors LLC | 112,075 | $4.45M | 0.0% | -1.3% | 0.981% | |
| 2/6/2025 | Midwest Heritage Bank FSB | 26,995 | $1.07M | 0.5% | -10.9% | 0.236% | |
| 2/6/2025 | Raymond James Financial Inc. | 7,005 | $278K | 0.0% | N/A | 0.061% | |
| 2/6/2025 | Atria Investments Inc | 15,255 | $606K | 0.0% | -2.6% | 0.133% | |
| 2/6/2025 | Jones Financial Companies Lllp | 41,762 | $1.66M | 0.0% | +164.6% | 0.365% | |
| 2/5/2025 | Sims Investment Management LLC | 77,568 | $3.08M | 1.7% | N/A | 0.679% | |
| 2/3/2025 | Private Advisor Group LLC | 424,201 | $16.86M | 0.1% | -5.1% | 3.711% | |
| 1/31/2025 | Sanctuary Advisors LLC | 16,024 | $668K | 0.0% | -1.6% | 0.140% | |
| 1/30/2025 | JNBA Financial Advisors | 22,056 | $877K | 0.1% | -5.3% | 0.193% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 69,077 | $2.75M | 0.1% | +249.7% | 0.604% | |
| 1/23/2025 | Gilbert & Cook Inc. | 368,253 | $14.63M | 2.1% | N/A | 3.222% | |
| 1/23/2025 | American Institute for Advanced Investment Management LLP | 39,647 | $1.58M | 1.2% | +3.6% | 0.347% | |
| 1/23/2025 | Iams Wealth Management LLC | 8,248 | $328K | 0.1% | N/A | 0.072% | |
| 1/22/2025 | Cornell Pochily Investment Advisors Inc. | 21,881 | $870K | 0.3% | +25.9% | 0.191% | |
| 1/21/2025 | AlphaMark Advisors LLC | 1,291 | $51K | 0.0% | N/A | 0.011% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 28,365 | $1.13M | 0.1% | +2.8% | 0.248% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,622 | $65K | 0.0% | +162,100.0% | 0.014% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 163,593 | $6.52M | 0.2% | +2.5% | 1.431% | |
| 11/25/2024 | Synovus Financial Corp | 403,807 | $16.21M | 0.2% | -1.4% | 3.533% | |
| 11/25/2024 | Sanctuary Advisors LLC | 16,292 | $701K | 0.0% | +1.9% | 0.143% | |
| 11/18/2024 | Empire Financial Management Company LLC | 90,601 | $3.64M | 1.1% | +0.3% | 0.793% | |
| 11/15/2024 | Stifel Financial Corp | 56,321 | $2.26M | 0.0% | +8.1% | 0.493% | |
| 11/15/2024 | HighTower Advisors LLC | 113,542 | $4.56M | 0.0% | -1.5% | 0.993% | |
| 11/15/2024 | Atlas Wealth LLC | 95,259 | $3.82M | 1.7% | -4.2% | 0.833% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 25,858 | $1.04M | 0.0% | -1.1% | 0.226% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 4,733,132 | $189.99M | 0.2% | -4.1% | 41.410% | |
| 10/31/2024 | JNBA Financial Advisors | 23,286 | $935K | 0.1% | -13.3% | 0.204% | |
| 10/23/2024 | American Institute for Advanced Investment Management LLP | 38,251 | $1.54M | 1.1% | +3.0% | 0.335% | |
| 10/22/2024 | Private Advisor Group LLC | 446,952 | $17.94M | 0.1% | +4,778.9% | 3.910% | |
| 10/19/2024 | Midwest Heritage Bank FSB | 30,300 | $1.22M | 0.6% | -3.4% | 0.265% | |
| 10/18/2024 | Cahaba Wealth Management Inc. | 10,359 | $416K | 0.0% | +24.5% | 0.091% | |
| 10/15/2024 | Cornell Pochily Investment Advisors Inc. | 17,382 | $698K | 0.2% | +95.0% | 0.152% | |
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| 10/11/2024 | Creative Planning | 37,582 | $1.51M | 0.0% | -4.1% | 0.329% | |
| 9/5/2024 | Sanctuary Advisors LLC | 15,989 | $585K | 0.0% | N/A | 0.140% | |
| 8/22/2024 | Cetera Investment Advisers | 44,774 | $1.66M | 0.0% | +2.2% | 0.392% | |
| 8/21/2024 | Granite Bay Wealth Management LLC | 288,556 | $10.71M | 0.4% | +2,181.1% | 2.525% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 159,562 | $5.91M | 0.2% | +64.7% | 1.396% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 124,672 | $4.62M | 0.0% | -1.9% | 1.091% | |
| 8/16/2024 | Creative Planning | 39,198 | $1.45M | 0.0% | -3.1% | 0.343% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 4,936,416 | $182.75M | 0.2% | -1.5% | 43.188% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 11,043 | $409K | 0.0% | N/A | 0.097% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 13,618 | $504K | 0.0% | -5.4% | 0.119% | |
