| 5/14/2025 | Summit Financial LLC | 5,848 | $201K | 0.0% | N/A | 0.087% | |
| 5/12/2025 | ESL Trust Services LLC | 5,183 | $178K | 0.0% | -10.8% | 0.077% | |
| 5/1/2025 | Q3 Asset Management | 110,696 | $3.80M | 2.6% | N/A | 1.652% | |
| 4/30/2025 | Greenleaf Trust | 15,600 | $535K | 0.0% | -67.7% | 0.233% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,052 | $105K | 0.0% | -33.0% | 0.046% | |
| 4/21/2025 | Duncan Williams Asset Management LLC | 16,626 | $570K | 0.2% | -2.1% | 0.248% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 45,565 | $1.56M | 0.1% | -13.9% | 0.680% | |
| 4/14/2025 | Farther Finance Advisors LLC | 26,482 | $910K | 0.0% | -14.2% | 0.395% | |
| 2/17/2025 | Ameriprise Financial Inc. | 83,700 | $2.76M | 0.0% | -25.6% | 0.973% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 4,553 | $150K | 0.0% | -72.0% | 0.053% | |
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| 2/10/2025 | Farther Finance Advisors LLC | 30,871 | $1.02M | 0.0% | -20.4% | 0.359% | |
| 1/24/2025 | Greenleaf Trust | 48,322 | $1.59M | 0.0% | -23.7% | 0.562% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 52,923 | $1.74M | 0.1% | -25.9% | 0.615% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 16,990 | $560K | 0.2% | +2.3% | 0.198% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,176 | $171K | 0.0% | +20.5% | 0.060% | |
| 11/14/2024 | Flow Traders U.S. LLC | 6,679 | $220K | 0.0% | N/A | 0.078% | |
| 11/14/2024 | Captrust Financial Advisors | 113,543 | $3.73M | 0.0% | -3.8% | 1.320% | |
| 10/29/2024 | Farther Finance Advisors LLC | 38,794 | $1.28M | 0.0% | -19.1% | 0.451% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 16,252 | $534K | 0.0% | -4.8% | 0.189% | |
| 10/23/2024 | Rogco LP | 2,556 | $84K | 0.0% | -41.7% | 0.030% | |
| 10/22/2024 | Greenleaf Trust | 63,324 | $2.08M | 0.0% | -5.7% | 0.736% | |
| 10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,295 | $141K | 0.0% | -19.2% | 0.050% | |
| 10/4/2024 | HBW Advisory Services LLC | 3,423 | $113K | 0.0% | N/A | 0.040% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 16,600 | $546K | 0.3% | N/A | 0.193% | |
| 9/23/2024 | Centaurus Financial Inc. | 3,550 | $112K | 0.0% | N/A | 0.041% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 221,701 | $7.01M | 0.2% | -53.2% | 2.578% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 998,298 | $31.55M | 0.0% | -0.8% | 11.608% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 308,669 | $9.75M | 0.0% | +18.8% | 3.589% | |
| 8/8/2024 | Oppenheimer Asset Management Inc. | 236,656 | $7.48M | 0.1% | +17.2% | 2.752% | |
| 8/6/2024 | Savant Capital LLC | 95,813 | $3.03M | 0.0% | -9.5% | 1.114% | |
| 8/5/2024 | New York Life Investment Management LLC | 1,076,145 | $34.01M | 0.3% | +20.6% | 12.513% | |
| 7/31/2024 | Farther Finance Advisors LLC | 47,963 | $1.52M | 0.1% | -5.5% | 0.558% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 181,242 | $5.73M | 0.0% | -61.6% | 2.107% | |
| 7/22/2024 | Focus Financial Network Inc. | 17,970 | $574K | 0.0% | -3.0% | 0.209% | |
| 7/19/2024 | Cantor Fitzgerald Investment Advisors L.P. | 65,532 | $2.07M | 0.2% | +8.8% | 0.762% | |
| 7/12/2024 | Diversify Advisory Services LLC | 6,732 | $214K | 0.0% | N/A | 0.078% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 5,313 | $168K | 0.1% | N/A | 0.062% | |
| 5/17/2024 | Comerica Bank | 1,712 | $54K | 0.0% | +1,562.1% | 0.020% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 473,974 | $14.97M | 0.3% | +69.5% | 5.511% | |
| 5/14/2024 | CreativeOne Wealth LLC | 20,377 | $641K | 0.0% | -44.5% | 0.224% | |
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| 5/11/2024 | ESL Trust Services LLC | 8,273 | $260K | 0.1% | -16.0% | 0.091% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 201,929 | $6.36M | 0.1% | +58.0% | 2.219% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 60,258 | $1.90M | 0.1% | +0.8% | 0.662% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 472,499 | $14.87M | 0.0% | -7.1% | 5.192% | |
| 4/29/2024 | Greenleaf Trust | 77,099 | $2.43M | 0.0% | -77.2% | 0.847% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 458,012 | $14.42M | 0.9% | +0.8% | 4.978% | |
| 4/25/2024 | Eudaimonia Partners LLC | 17,999 | $567K | 0.1% | +3.4% | 0.196% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 29,437 | $927K | 0.5% | +8.5% | 0.320% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,235 | $70K | 0.0% | -67.4% | 0.024% | |
| 4/23/2024 | McAdam LLC | 8,598 | $271K | 0.0% | +9.2% | 0.093% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 43,685 | $1.38M | 0.0% | +4.0% | 0.475% | |
| 4/18/2024 | RHS Financial LLC | 8,769 | $276K | 0.2% | -9.0% | 0.095% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 28,786 | $906K | 0.0% | -23.5% | 0.313% | |
| 4/15/2024 | Aspiriant LLC | 135,681 | $4.27M | 0.2% | -16.7% | 1.475% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 279,600 | $8.89M | 0.2% | -41.0% | 1.839% | |
| 2/26/2024 | Integrated Advisors Network LLC | 14,931 | $469K | 0.0% | -4.6% | 0.098% | |
| 2/16/2024 | SageView Advisory Group LLC | 459,813 | $14.44M | 0.5% | +1,344.3% | 3.025% | |
| 2/14/2024 | Personal CFO Solutions LLC | 118,067 | $3.71M | 0.6% | -1.0% | 0.777% | |
| 2/13/2024 | Arbor Capital Management Inc. ADV | 97,597 | $3.07M | 2.3% | -3.9% | 0.642% | |
| 2/13/2024 | The Manufacturers Life Insurance Company | 926,285 | $29.10M | 0.0% | -3.4% | 6.094% | |
| 2/12/2024 | Avestar Capital LLC | 116,458 | $3.70M | 0.4% | +20.3% | 0.766% | |
| 2/12/2024 | ESL Trust Services LLC | 9,845 | $309K | 0.1% | -36.5% | 0.065% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 18,316 | $582K | 0.0% | N/A | 0.121% | |
| 2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 59,785 | $1.88M | 0.1% | N/A | 0.393% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 20,363 | $643K | 0.0% | -26.2% | 0.134% | |
| 2/9/2024 | SageView Advisory Group LLC | 459,813 | $14.44M | 0.5% | +1,344.3% | 3.025% | |
| 2/9/2024 | CreativeOne Wealth LLC | 36,688 | $1.15M | 0.1% | +53.7% | 0.241% | |
| 2/9/2024 | Sachetta LLC | 1,229 | $39K | 0.0% | N/A | 0.008% | |
| 2/8/2024 | Eudaimonia Partners LLC | 17,412 | $547K | 0.1% | +15.2% | 0.115% | |
| 2/7/2024 | Principal Securities Inc. | 1,628 | $51K | 0.0% | N/A | 0.011% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 37,635 | $1.18M | 0.0% | -91.7% | 0.248% | |
| 2/6/2024 | New York Life Investment Management LLC | 1,335,576 | $41.95M | 0.4% | -3.6% | 8.787% | |
| 2/5/2024 | Savant Capital LLC | 116,790 | $3.67M | 0.0% | +3.4% | 0.768% | |
| 2/5/2024 | McAdam LLC | 7,876 | $247K | 0.0% | -16.6% | 0.052% | |
| 2/2/2024 | Acas LLC | 49,170 | $1.54M | 1.8% | -3.0% | 0.323% | |
| 2/1/2024 | Eudaimonia Advisors LLC | 27,129 | $852K | 0.6% | -2.6% | 0.178% | |
| 2/1/2024 | Legacy Financial Strategies LLC | 10,208 | $321K | 0.1% | -28.2% | 0.067% | |
| 2/1/2024 | CWM LLC | 8,396 | $264K | 0.0% | +109.0% | 0.055% | |
| 1/31/2024 | Greenleaf Trust | 338,690 | $10.64M | 0.1% | -87.2% | 2.228% | |
| 1/26/2024 | Aspiriant LLC | 162,922 | $5.12M | 0.2% | -17.0% | 1.072% | |
| 1/25/2024 | Trivant Custom Portfolio Group LLC | 1,045 | $33K | 0.0% | N/A | 0.007% | |
| 1/24/2024 | Allworth Financial LP | 47,958 | $1.51M | 0.0% | -5.8% | 0.316% | |
| 1/22/2024 | Osborne Partners Capital Management LLC | 454,445 | $14.27M | 0.9% | +3.4% | 2.990% | |
| 1/18/2024 | Global Retirement Partners LLC | 6,863 | $216K | 0.0% | -25.7% | 0.045% | |
| 1/18/2024 | RHS Financial LLC | 9,631 | $303K | 0.2% | +16.1% | 0.063% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 42,020 | $1.32M | 0.0% | +37.4% | 0.276% | |
| 1/16/2024 | Raymond James & Associates | 95,796 | $3.01M | 0.0% | +1.3% | 0.630% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 473,974 | $14.97M | 0.4% | +53.2% | 3.118% | |
| 11/17/2023 | OLD National Bancorp IN | 14,994 | $474K | 0.0% | -2.1% | 0.099% | |
| 11/16/2023 | Integrated Advisors Network LLC | 15,647 | $494K | 0.0% | +7.2% | 0.103% | |
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| 11/16/2023 | Belpointe Asset Management LLC | 8,090 | $256K | 0.0% | N/A | 0.053% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 117,132 | $3.70M | 0.1% | -2.0% | 0.771% | |
| 11/15/2023 | The Manufacturers Life Insurance Company | 958,643 | $30.28M | 0.0% | -2.3% | 6.307% | |
| 11/13/2023 | Personal CFO Solutions LLC | 119,292 | $3.77M | 0.7% | +1.4% | 0.785% | |
| 11/13/2023 | LPL Financial LLC | 456,171 | $14.41M | 0.0% | -1.9% | 3.001% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 337,185 | $10.65M | 0.0% | -24.4% | 2.218% | |
| 11/13/2023 | Legacy Financial Strategies LLC | 14,226 | $442K | 0.1% | -9.1% | 0.094% | |
| 11/9/2023 | Greenleaf Trust | 2,641,038 | $83.43M | 1.0% | +0.8% | 17.375% | |
| 11/8/2023 | New York Life Investment Management LLC | 1,385,514 | $43.77M | 0.5% | +34.5% | 9.115% | |
| 11/8/2023 | Oppenheimer Asset Management Inc. | 124,777 | $3.94M | 0.1% | +4.6% | 0.821% | |
