| 4/21/2025 | MN Wealth Advisors LLC | 6,704 | $383K | 0.2% | -11.3% | 0.124% | |
| 4/14/2025 | Farther Finance Advisors LLC | 972 | $56K | 0.0% | -26.3% | 0.018% | |
| 2/22/2025 | American Trust | 4,798 | $257K | 0.0% | N/A | 0.086% | |
| 2/17/2025 | Captrust Financial Advisors | 156,890 | $8.40M | 0.0% | +8.4% | 2.377% | |
| 2/17/2025 | Ameriprise Financial Inc. | 11,900 | $637K | 0.0% | -20.7% | 0.180% | |
| 2/12/2025 | JPMorgan Chase & Co. | 115,073 | $6.16M | 0.0% | +18.8% | 1.744% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,319 | $71K | 0.0% | +17.2% | 0.020% | |
| 1/30/2025 | MN Wealth Advisors LLC | 7,555 | $405K | 0.2% | +11.9% | 0.114% | |
| 12/26/2024 | JPMorgan Chase & Co. | 96,879 | $5.82M | 0.0% | -3.7% | 1.468% | |
| 11/14/2024 | Captrust Financial Advisors | 144,798 | $8.70M | 0.0% | -1.2% | 2.194% | |
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| 10/16/2024 | MN Wealth Advisors LLC | 6,750 | $406K | 0.2% | +19.6% | 0.102% | |
| 8/22/2024 | 3Chopt Investment Partners LLC | 4,094 | $226K | 0.1% | N/A | 0.062% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 481 | $28K | 0.0% | -62.8% | 0.007% | |
| 7/24/2024 | MN Wealth Advisors LLC | 5,644 | $312K | 0.2% | +8.7% | 0.086% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 526 | $30K | 0.0% | N/A | 0.008% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,917 | $2.98M | 0.0% | +3.2% | 0.778% | |
| 2/14/2024 | Mango Investments LLC | 93,330 | $5.07M | 3.2% | N/A | 1.138% | |
| 2/12/2024 | 3Chopt Investment Partners LLC | 6,821 | $371K | 0.1% | N/A | 0.083% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 1,297 | $70K | 0.0% | N/A | 0.016% | |
| 2/8/2024 | Wade G W & Inc. | 101,855 | $5.53M | 0.2% | -5.8% | 1.242% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 51,298 | $2.79M | 0.0% | -2.1% | 0.626% | |
| 1/16/2024 | Security Financial Services INC. | 7,215 | $392K | 0.1% | +67.1% | 0.088% | |
| 1/16/2024 | Raymond James & Associates | 39,000 | $2.12M | 0.0% | -5.7% | 0.476% | |
| 1/16/2024 | Valicenti Advisory Services Inc. | 24,916 | $1.35M | 0.4% | +2.0% | 0.304% | |
| 1/16/2024 | Sterneck Capital Management LLC | 116,384 | $6.32M | 4.0% | +3.0% | 1.419% | |
| 11/4/2023 | HHM Wealth Advisors LLC | 16,150 | $816K | 0.2% | -2.2% | 0.197% | |
| 10/18/2023 | Valicenti Advisory Services Inc. | 24,422 | $1.24M | 0.4% | +2.9% | 0.298% | |
| 8/9/2023 | Flow Traders U.S. LLC | 63,830 | $3.32M | 0.1% | +638.1% | 0.778% | |
| 8/1/2023 | Wealthspire Advisors LLC | 8,263 | $429K | 0.0% | -25.2% | 0.101% | |
| 7/12/2023 | Valicenti Advisory Services Inc. | 23,739 | $1.23M | 0.4% | +3.8% | 0.156% | |
| 5/11/2023 | Resources Management Corp CT ADV | 210 | $39K | 0.0% | -93.0% | 0.001% | |
| 5/10/2023 | Mendel Money Management | 7,894 | $413K | 0.2% | +5.3% | 0.052% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 4,724 | $247K | 0.0% | -12.3% | 0.031% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 3,048 | $160K | 0.0% | N/A | 0.020% | |
| 4/20/2023 | Valicenti Advisory Services Inc. | 22,875 | $1.20M | 0.4% | -9.3% | 0.150% | |
| 3/6/2023 | OLD Mission Capital LLC | 110,070 | $5.42M | 0.2% | +348.0% | 0.734% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 5,158 | $254K | 0.0% | N/A | 0.034% | |
| 1/13/2023 | Dynamic Advisor Solutions LLC | 4,479 | $221K | 0.0% | N/A | 0.030% | |
| 1/13/2023 | RVW Wealth LLC | 29,942 | $1.48M | 0.2% | -80.8% | 0.200% | |
| 11/15/2022 | Flow Traders U.S. LLC | 59,477 | $2.55M | 0.1% | N/A | 0.394% | |
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| 11/14/2022 | OLD Mission Capital LLC | 24,570 | $1.05M | 0.0% | -70.9% | 0.163% | |
| 11/7/2022 | Interchange Capital Partners LLC | 5,536 | $237K | 0.3% | -5.8% | 0.037% | |
| 10/27/2022 | Appleton Partners Inc. MA | 9,825 | $421K | 0.0% | -21.0% | 0.065% | |
| 10/18/2022 | Valicenti Advisory Services Inc. | 25,041 | $1.07M | 0.4% | +8.9% | 0.166% | |
| 8/15/2022 | Mendel Money Management | 6,226 | $304K | 0.2% | -19.1% | 0.042% | |
| 8/10/2022 | Resources Management Corp CT ADV | 3,150 | $154K | 0.0% | -6.0% | 0.021% | |
| 8/5/2022 | Interchange Capital Partners LLC | 5,878 | $286K | 0.3% | -16.9% | 0.040% | |
| 8/5/2022 | OLD Mission Capital LLC | 84,518 | $4.13M | 0.1% | -7.2% | 0.575% | |
| 7/8/2022 | Appleton Partners Inc. MA | 12,433 | $607K | 0.1% | +16.0% | 0.085% | |
| 7/7/2022 | Crestwood Advisors Group LLC | 36,269 | $1.77M | 0.1% | -27.4% | 0.247% | |
| 5/20/2022 | Resources Management Corp CT ADV | 3,350 | $189K | 0.0% | -6.9% | 0.024% | |
| 5/10/2022 | Horan Securities Inc. | 1,653 | $93K | 0.1% | +27.2% | 0.012% | |
| 4/20/2022 | Valicenti Advisory Services Inc. | 22,809 | $1.29M | 0.3% | +4.8% | 0.158% | |
| 4/14/2022 | Lenox Wealth Advisors LLC | 565,407 | $31.77M | 4.0% | +1.9% | 3.926% | |
| 4/12/2022 | Crestwood Advisors Group LLC | 49,982 | $2.82M | 0.1% | -39.0% | 0.347% | |
| 4/5/2022 | Appleton Partners Inc. MA | 10,715 | $605K | 0.0% | -4.7% | 0.074% | |
| 2/15/2022 | Crestwood Advisors Group LLC | 81,940 | $4.85M | 0.1% | -14.8% | 0.569% | |
| 2/9/2022 | Horan Securities Inc. | 1,300 | $77K | 0.0% | N/A | 0.009% | |
| 2/4/2022 | Resources Management Corp CT ADV | 3,600 | $213K | 0.0% | -20.0% | 0.025% | |
| 2/4/2022 | Interchange Capital Partners LLC | 9,747 | $576K | 0.6% | N/A | 0.069% | |
| 2/3/2022 | Appleton Partners Inc. MA | 11,245 | $665K | 0.1% | -8.8% | 0.079% | |
| 1/28/2022 | Accuvest Global Advisors | 27,300 | $1.62M | 0.7% | +21.5% | 0.192% | |
| 1/21/2022 | Valicenti Advisory Services Inc. | 21,773 | $1.29M | 0.3% | +9.3% | 0.153% | |
| 1/19/2022 | Lenox Wealth Advisors LLC | 554,810 | $32.83M | 3.9% | +1.5% | 3.907% | |
| 11/16/2021 | Captrust Financial Advisors | 1,011 | $61K | 0.0% | -42.5% | 0.007% | |
| 11/15/2021 | Flow Traders U.S. LLC | 26,190 | $1.58M | 0.1% | N/A | 0.190% | |
| 11/12/2021 | OLD Mission Capital LLC | 56,386 | $3.40M | 0.1% | +38.8% | 0.409% | |
| 11/12/2021 | Resources Management Corp CT ADV | 4,500 | $271K | 0.0% | -10.0% | 0.033% | |
| 11/9/2021 | Mendel Money Management | 5,579 | $336K | 0.2% | +38.2% | 0.040% | |
| 11/3/2021 | Crestwood Advisors Group LLC | 96,194 | $5.80M | 0.2% | -6.5% | 0.697% | |
| 11/3/2021 | Accuvest Global Advisors | 22,466 | $1.36M | 0.6% | N/A | 0.163% | |
| 10/21/2021 | Valicenti Advisory Services Inc. | 19,921 | $1.20M | 0.3% | +3.5% | 0.144% | |
| 10/19/2021 | Arkadios Wealth Advisors | 989 | $59K | 0.0% | -45.1% | 0.007% | |
| 10/12/2021 | Lenox Wealth Advisors LLC | 546,761 | $32.98M | 4.2% | +1.5% | 3.962% | |
| 10/7/2021 | Carroll Financial Associates Inc. | 4,412 | $266K | 0.0% | -6.2% | 0.032% | |
| 8/16/2021 | Crestwood Advisors Group LLC | 102,854 | $6.42M | 0.2% | -29.8% | 0.724% | |
| 8/13/2021 | OLD Mission Capital LLC | 40,618 | $2.54M | 0.1% | -5.6% | 0.286% | |
| 8/12/2021 | JPMorgan Chase & Co. | 2,282 | $142K | 0.0% | +166.9% | 0.016% | |
| 8/11/2021 | Mendel Money Management | 4,037 | $252K | 0.2% | N/A | 0.028% | |
| 8/10/2021 | Resources Management Corp CT ADV | 5,000 | $312K | 0.0% | -12.3% | 0.035% | |
| 8/9/2021 | O Shaughnessy Asset Management LLC | 511 | $32K | 0.0% | N/A | 0.004% | |
| 8/1/2021 | Interactive Financial Advisors | 555 | $35K | 0.0% | -48.8% | 0.004% | |
| 7/31/2021 | Arkadios Wealth Advisors | 1,801 | $112K | 0.0% | -10.4% | 0.013% | |
| 7/31/2021 | Valicenti Advisory Services Inc. | 19,252 | $1.20M | 0.3% | +3.8% | 0.136% | |
| 5/18/2021 | Flow Traders U.S. LLC | 132,011 | $8.05M | 0.4% | +968.5% | 0.943% | |
| 5/17/2021 | Ameriprise Financial Inc. | 175,057 | $10.67M | 0.0% | -27.5% | 1.250% | |
| 5/13/2021 | Resources Management Corp CT ADV | 5,700 | $348K | 0.1% | -5.0% | 0.041% | |
| 5/12/2021 | Haverford Trust Co. | 6,854 | $418K | 0.0% | N/A | 0.049% | |
| 5/11/2021 | Berman Capital Advisors LLC | 431 | $26K | 0.0% | N/A | 0.003% | |
| 5/10/2021 | Kestra Advisory Services LLC | 10,868 | $663K | 0.0% | -1.6% | 0.078% | |
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| 5/10/2021 | MAI Capital Management | 5,908 | $360K | 0.0% | -5.6% | 0.042% | |
| 5/10/2021 | Lincoln National Corp | 6,835 | $417K | 0.0% | +3.0% | 0.049% | |
| 5/7/2021 | Sowell Financial Services LLC | 6,237 | $394K | 0.0% | +446.6% | 0.045% | |
| 5/5/2021 | Interchange Capital Partners LLC | 14,018 | $855K | 0.5% | +36.3% | 0.100% | |
| 4/26/2021 | Arkadios Wealth Advisors | 2,009 | $122K | 0.0% | -7.3% | 0.014% | |
| 2/19/2021 | JPMorgan Chase & Co. | 855 | $50K | 0.0% | -46.1% | 0.006% | |
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