| 5/1/2025 | Rik Saylor Financial Inc. | 20,338 | $1.42M | 1.3% | -0.9% | 0.352% | |
| 4/30/2025 | Greenleaf Trust | 27,666 | $1.93M | 0.0% | -6.1% | 0.479% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 4,245 | $297K | 0.0% | +17.4% | 0.073% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 8,403 | $587K | 0.0% | +14.0% | 0.145% | |
| 4/29/2025 | World Investment Advisors | 4,488 | $314K | 0.0% | -4.2% | 0.078% | |
| 4/23/2025 | Ledyard National Bank | 5,725 | $400K | 0.0% | -5.8% | 0.099% | |
| 4/22/2025 | Advisor Resource Council | 23,318 | $1.63M | 0.1% | N/A | 0.403% | |
| 4/21/2025 | Clear Point Advisors Inc. | 9,759 | $682K | 0.6% | +4.1% | 0.169% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 2,320 | $162K | 0.0% | +63.2% | 0.040% | |
| 4/15/2025 | Foresight Capital Management Advisors Inc. | 27,752 | $1.94M | 1.2% | N/A | 0.480% | |
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| 4/15/2025 | Wealthcare Advisory Partners LLC | 11,351 | $793K | 0.0% | -1.3% | 0.196% | |
| 2/18/2025 | White Knight Strategic Wealth Advisors LLC | 8,702 | $611K | 0.3% | +100.0% | 0.153% | |
| 2/17/2025 | Lionshead Wealth Management LLC | 3,200 | $225K | 0.2% | N/A | 0.056% | |
| 2/17/2025 | Cetera Investment Advisers | 27,825 | $1.95M | 0.0% | -2.5% | 0.490% | |
| 2/17/2025 | Citadel Advisors LLC | 8,733 | $613K | 0.0% | -56.7% | 0.154% | |
| 2/17/2025 | Bank of America Corp DE | 12,068 | $847K | 0.0% | -4.6% | 0.212% | |
| 2/17/2025 | Ameriprise Financial Inc. | 8,670 | $609K | 0.0% | +4.7% | 0.153% | |
| 2/17/2025 | Arrowroot Family Office LLC | 4,528 | $318K | 0.2% | -15.5% | 0.080% | |
| 2/14/2025 | Northern Trust Corp | 3,288,298 | $230.92M | 0.0% | -0.3% | 57.893% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 3,011 | $211K | 0.0% | -28.2% | 0.053% | |
| 2/14/2025 | MML Investors Services LLC | 33,998 | $2.39M | 0.0% | +1.0% | 0.599% | |
| 2/13/2025 | Raymond James Financial Inc. | 49,898 | $3.50M | 0.0% | N/A | 0.878% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 7,368 | $517K | 0.0% | -2.0% | 0.130% | |
| 2/12/2025 | JPMorgan Chase & Co. | 16,494 | $1.16M | 0.0% | +4.5% | 0.290% | |
| 2/11/2025 | LPL Financial LLC | 152,403 | $10.70M | 0.0% | +1.0% | 2.683% | |
| 2/11/2025 | Virtu Financial LLC | 6,926 | $486K | 0.0% | +4.9% | 0.122% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 6,874 | $491K | 0.0% | -4.9% | 0.121% | |
| 2/10/2025 | Harbour Investments Inc. | 3,065 | $215K | 0.0% | -11.2% | 0.054% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 13,759 | $966K | 0.0% | -38.8% | 0.242% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 2,950 | $207K | 0.0% | -36.6% | 0.052% | |
| 2/7/2025 | Beam Wealth Advisors Inc. | 15,711 | $1.10M | 0.3% | -4.5% | 0.277% | |
| 2/6/2025 | Raymond James Financial Inc. | 49,898 | $3.50M | 0.0% | N/A | 0.878% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,740 | $263K | 0.0% | +49.0% | 0.066% | |
| 2/3/2025 | Pacific Sun Financial Corp | 13,443 | $944K | 0.5% | -1.5% | 0.237% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 3,381 | $237K | 0.0% | N/A | 0.060% | |
| 2/3/2025 | Clear Point Advisors Inc. | 9,372 | $658K | 0.6% | +10.4% | 0.165% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 13,102 | $920K | 0.0% | +1.8% | 0.231% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 17,771 | $1.25M | 0.7% | -8.7% | 0.313% | |
| 1/28/2025 | Ledyard National Bank | 6,075 | $427K | 0.0% | -7.6% | 0.107% | |
| 1/27/2025 | Rik Saylor Financial Inc. | 20,518 | $1.44M | 1.3% | N/A | 0.361% | |
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| 1/27/2025 | Sloy Dahl & Holst LLC | 64,081 | $4.50M | 0.6% | +3.9% | 1.128% | |
| 1/24/2025 | Red Tortoise LLC | 28,214 | $1.98M | 1.0% | +0.6% | 0.497% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,422 | $100K | 0.0% | N/A | 0.025% | |
| 1/24/2025 | Greenleaf Trust | 29,466 | $2.07M | 0.0% | -4.6% | 0.519% | |
| 1/23/2025 | RVW Wealth LLC | 89,621 | $6.29M | 0.6% | -2.1% | 1.578% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 11,199 | $786K | 0.0% | -9.1% | 0.197% | |
| 1/14/2025 | Laurel Wealth Advisors LLC | 1,077 | $76K | 0.0% | -21.8% | 0.019% | |
| 12/26/2024 | JPMorgan Chase & Co. | 15,786 | $1.13M | 0.0% | N/A | 0.278% | |
| 11/20/2024 | Virtu Financial LLC | 6,602 | $472K | 0.0% | N/A | 0.116% | |
| 11/15/2024 | MML Investors Services LLC | 33,656 | $2.41M | 0.0% | +12.4% | 0.593% | |
| 11/15/2024 | Stifel Financial Corp | 8,441 | $604K | 0.0% | +8.1% | 0.149% | |
| 11/12/2024 | Centaurus Financial Inc. | 3,533 | $253K | 0.0% | -38.0% | 0.062% | |
| 11/12/2024 | L & S Advisors Inc | 23,933 | $1.71M | 0.2% | -4.7% | 0.421% | |
| 11/8/2024 | Prospera Financial Services Inc | 4,011 | $287K | 0.0% | N/A | 0.071% | |
| 11/4/2024 | Beam Wealth Advisors Inc. | 16,457 | $1.18M | 0.4% | -2.6% | 0.290% | |
| 10/24/2024 | Anson Capital Inc. | 11,996 | $858K | 0.8% | -6.7% | 0.211% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 12,868 | $920K | 0.0% | +2.4% | 0.227% | |
| 10/22/2024 | Courier Capital LLC | 15,440 | $1.10M | 0.1% | -3.9% | 0.272% | |
| 10/22/2024 | Greenleaf Trust | 30,874 | $2.21M | 0.0% | -1.7% | 0.544% | |
| 10/18/2024 | Raymond James & Associates | 47,897 | $3.43M | 0.0% | +12.6% | 0.843% | |
| 10/17/2024 | Sloy Dahl & Holst LLC | 61,674 | $4.41M | 0.8% | +5.0% | 1.086% | |
| 9/23/2024 | Centaurus Financial Inc. | 5,694 | $373K | 0.0% | +23.0% | 0.100% | |
| 8/22/2024 | Cetera Investment Advisers | 31,593 | $2.07M | 0.0% | -1.4% | 0.556% | |
| 8/14/2024 | Clear Point Advisors Inc. | 7,228 | $474K | 0.4% | +18.7% | 0.127% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 7,265 | $476K | 0.0% | -16.7% | 0.128% | |
| 8/10/2024 | L & S Advisors Inc | 25,115 | $1.65M | 0.2% | +1.0% | 0.442% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 12,566 | $824K | 0.0% | -3.4% | 0.221% | |
| 8/7/2024 | Anson Capital Inc. | 12,857 | $843K | 0.8% | +1.6% | 0.226% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 16,896 | $1.11M | 0.4% | N/A | 0.297% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 22,209 | $1.46M | 0.0% | -2.3% | 0.391% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 14,097 | $924K | 0.0% | -1.4% | 0.248% | |
| 7/24/2024 | Herold Advisors Inc. | 10,252 | $672K | 0.2% | +3.6% | 0.180% | |
| 7/22/2024 | Sloy Dahl & Holst LLC | 58,733 | $3.85M | 0.8% | -0.6% | 1.034% | |
| 7/19/2024 | Raymond James & Associates | 42,525 | $2.79M | 0.0% | +7.3% | 0.749% | |
| 7/11/2024 | Kaydan Wealth Management Inc. | 11,673 | $765K | 0.3% | +7.5% | 0.206% | |
| 7/8/2024 | RVW Wealth LLC | 93,046 | $6.10M | 0.6% | -18.8% | 1.638% | |
| 5/24/2024 | Cetera Advisors LLC | 9,237 | $593K | 0.0% | N/A | 0.163% | |
| 5/24/2024 | Cetera Investment Advisers | 32,029 | $2.06M | 0.0% | +346.0% | 0.564% | |
| 5/17/2024 | Clear Point Advisors Inc. | 6,087 | $391K | 0.3% | +56.0% | 0.107% | |
| 5/13/2024 | Secured Retirement Advisors LLC | 20,153 | $1.29M | 1.1% | -2.0% | 0.355% | |
| 5/9/2024 | Wilkins Investment Counsel Inc. | 3,739 | $240K | 0.0% | N/A | 0.066% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 3,210 | $206K | 0.0% | N/A | 0.057% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 17,564 | $1.13M | 0.6% | -15.8% | 0.309% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 13,003 | $835K | 0.0% | N/A | 0.229% | |
| 4/30/2024 | Naples Global Advisors LLC | 5,904 | $379K | 0.0% | N/A | 0.104% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 22,735 | $1.46M | 0.0% | +30.8% | 0.400% | |
| 4/23/2024 | Fifth Third Bancorp | 3,942 | $253K | 0.0% | -24.9% | 0.069% | |
| 4/19/2024 | Sloy Dahl & Holst LLC | 59,076 | $3.79M | 0.9% | +2.6% | 1.036% | |
| 4/16/2024 | Courier Capital LLC | 16,149 | $1.04M | 0.1% | -6.6% | 0.283% | |
| 4/8/2024 | RVW Wealth LLC | 114,549 | $7.36M | 0.8% | -12.0% | 1.909% | |
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| 2/26/2024 | Centaurus Financial Inc. | 5,618 | $332K | 0.0% | +20.0% | 0.094% | |
| 2/16/2024 | Secured Retirement Advisors LLC | 20,568 | $1.22M | 1.2% | N/A | 0.343% | |
| 2/13/2024 | Northern Trust Corp | 3,375,631 | $199.37M | 0.0% | -1.6% | 56.261% | |
| 2/13/2024 | Anson Capital Inc. | 12,549 | $741K | 1.2% | +63.3% | 0.209% | |
| 2/9/2024 | Franklin Resources Inc. | 21,009 | $1.24M | 0.0% | N/A | 0.350% | |
| 2/6/2024 | Private Advisor Group LLC | 3,887 | $230K | 0.0% | N/A | 0.065% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 6,836 | $404K | 0.0% | -15.2% | 0.114% | |
| 2/2/2024 | Herold Advisors Inc. | 10,436 | $616K | 0.2% | -3.6% | 0.174% | |
| 1/31/2024 | Greenleaf Trust | 31,418 | $1.86M | 0.0% | +61.9% | 0.524% | |
| 1/31/2024 | Red Tortoise LLC | 27,685 | $1.64M | 0.9% | +0.8% | 0.461% | |
