| 5/16/2025 | Integrated Wealth Concepts LLC | 152,307 | $3.36M | 0.0% | +29.2% | 0.057% | |
| 5/15/2025 | Baird Financial Group Inc. | 274,971 | $6.06M | 0.0% | -11.3% | 0.103% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,654,235 | $58.53M | 0.0% | +9.4% | 0.991% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 1,223,851 | $26.99M | 1.1% | -5.2% | 0.457% | |
| 5/9/2025 | Tidemark LLC | 408,444 | $9.01M | 3.3% | -10.3% | 0.155% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 20,225 | $446K | 0.4% | N/A | 0.008% | |
| 4/30/2025 | Synergy Investment Management LLC | 104,423 | $2.30M | 1.0% | -11.3% | 0.040% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 6,734 | $148K | 0.0% | +35.9% | 0.003% | |
| 4/29/2025 | Bank of New York Mellon Corp | 45,027 | $993K | 0.0% | -12.3% | 0.017% | |
| 4/29/2025 | Strategic Blueprint LLC | 68,321 | $1.51M | 0.1% | +22.2% | 0.026% | |
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| 4/28/2025 | Private Trust Co. NA | 36,295 | $800K | 0.1% | +53.2% | 0.014% | |
| 4/24/2025 | Golden State Wealth Management LLC | 23,842 | $526K | 0.1% | +47.3% | 0.009% | |
| 4/24/2025 | Tsfg LLC | 197,840 | $4.36M | 0.9% | -16.1% | 0.075% | |
| 4/23/2025 | Western Wealth Management LLC | 136,583 | $3.01M | 0.2% | +12.0% | 0.052% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 13,330 | $294K | 0.0% | +101.0% | 0.005% | |
| 4/23/2025 | Golden State Wealth Management LLC | 47,684 | $1.05M | 0.1% | +194.6% | 0.018% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 6,276 | $138K | 0.1% | -24.2% | 0.002% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,994 | $1.06M | 0.0% | -18.7% | 0.018% | |
| 4/22/2025 | Crews Bank & Trust | 1,650 | $36K | 0.0% | -66.3% | 0.001% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 60,073 | $1.33M | 0.2% | -27.2% | 0.022% | |
| 4/15/2025 | Collier Financial | 523,004 | $11.53M | 9.8% | N/A | 0.194% | |
| 4/14/2025 | Farther Finance Advisors LLC | 109,475 | $2.42M | 0.1% | +4,379.3% | 0.041% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 631,802 | $13.93M | 0.7% | -0.8% | 0.234% | |
| 4/1/2025 | Confluence Investment Management LLC | 4,161,523 | $91.76M | 1.3% | +6.0% | 1.542% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 8,275 | $178K | 0.1% | N/A | 0.003% | |
| 2/17/2025 | Baird Financial Group Inc. | 309,890 | $6.68M | 0.0% | +7.7% | 0.131% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,426,991 | $52.29M | 0.0% | +21.1% | 1.023% | |
| 2/17/2025 | Ancora Advisors LLC | 1,794 | $39K | 0.0% | N/A | 0.001% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 117,859 | $2.54M | 0.0% | +2.0% | 0.050% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 117,467 | $2.53M | 0.0% | -5.3% | 0.050% | |
| 2/13/2025 | Keystone Financial Group | 128,102 | $2.76M | 0.3% | N/A | 0.054% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,399,835 | $30.17M | 0.0% | +0.2% | 0.590% | |
| 2/11/2025 | Hirtle Callaghan & Co LLC | 1,291,430 | $27.83M | 1.2% | -13.2% | 0.544% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 6,633 | $143K | 0.0% | +177.2% | 0.003% | |
| 2/10/2025 | Tidemark LLC | 455,135 | $9.81M | 3.8% | +5.7% | 0.192% | |
| 2/6/2025 | Synergy Investment Management LLC | 117,682 | $2.54M | 1.1% | N/A | 0.050% | |
| 2/5/2025 | Fisher Asset Management LLC | 172,112 | $3.71M | 0.0% | +16.0% | 0.073% | |
| 2/5/2025 | Private Trust Co. NA | 23,684 | $510K | 0.1% | +5.5% | 0.010% | |
| 2/4/2025 | Exchange Capital Management Inc. | 45,484 | $980K | 0.2% | -14.0% | 0.019% | |
| 2/4/2025 | Bank of New York Mellon Corp | 51,316 | $1.11M | 0.0% | +60.7% | 0.022% | |
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| 2/4/2025 | Abound Financial LLC | 250,132 | $5.39M | 2.7% | N/A | 0.105% | |
| 1/28/2025 | Golden State Wealth Management LLC | 16,186 | $349K | 0.1% | N/A | 0.007% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 82,483 | $1.78M | 0.2% | -4.9% | 0.035% | |
| 1/23/2025 | Crews Bank & Trust | 4,900 | $106K | 0.0% | N/A | 0.002% | |
| 1/23/2025 | Strategic Blueprint LLC | 55,923 | $1.21M | 0.1% | +89.8% | 0.024% | |
| 1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 6,327 | $136K | 0.1% | -83.6% | 0.003% | |
| 1/13/2025 | Tsfg LLC | 235,829 | $5.08M | 1.0% | +8.9% | 0.099% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 637,071 | $13.73M | 0.6% | -1.5% | 0.269% | |
| 1/2/2025 | Confluence Investment Management LLC | 3,926,847 | $84.62M | 1.2% | +41.7% | 1.656% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,396,920 | $31.47M | 0.0% | -18.3% | 0.589% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 115,583 | $2.60M | 0.0% | +8.7% | 0.049% | |
| 11/13/2024 | Private Trust Co. NA | 22,440 | $506K | 0.1% | +29.2% | 0.009% | |
| 11/13/2024 | Fisher Asset Management LLC | 148,384 | $3.34M | 0.0% | -5.2% | 0.063% | |
| 11/7/2024 | Tidemark LLC | 430,682 | $9.70M | 4.0% | +7.9% | 0.182% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 67,032 | $1.51M | 0.0% | -27.0% | 0.028% | |
| 10/31/2024 | Confluence Investment Management LLC | 2,771,898 | $62.45M | 0.8% | -4.5% | 1.169% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 204,102 | $4.60M | 0.6% | +1.9% | 0.086% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,573 | $58K | 0.0% | +52.2% | 0.001% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,393 | $54K | 0.0% | -16.5% | 0.001% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 646,614 | $14.57M | 0.7% | -2.1% | 0.273% | |
| 10/16/2024 | Tsfg LLC | 216,645 | $4.88M | 1.1% | +3.3% | 0.091% | |
| 8/14/2024 | Certified Advisory Corp | 318,941 | $6.88M | 0.9% | +3.4% | 0.134% | |
| 8/9/2024 | One Capital Management LLC | 25,171 | $543K | 0.0% | N/A | 0.011% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 91,834 | $1.98M | 0.0% | -77.6% | 0.039% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,579 | $34K | 0.0% | N/A | 0.001% | |
| 7/27/2024 | Strategic Blueprint LLC | 29,806 | $643K | 0.0% | -41.5% | 0.013% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,348 | $1.06M | 0.0% | +11.0% | 0.021% | |
| 7/26/2024 | Bank of New York Mellon Corp | 10,222 | $220K | 0.0% | N/A | 0.004% | |
| 7/23/2024 | Exchange Capital Management Inc. | 62,247 | $1.34M | 0.2% | -0.8% | 0.026% | |
| 7/16/2024 | Tsfg LLC | 209,648 | $4.52M | 1.1% | +9.2% | 0.088% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 88,920 | $1.92M | 0.3% | -7.4% | 0.037% | |
| 7/9/2024 | Arden Trust Co | 84,322 | $1.82M | 0.3% | +0.6% | 0.036% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 22,623 | $488K | 0.0% | N/A | 0.010% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 660,455 | $14.25M | 0.7% | -3.9% | 0.278% | |
| 7/1/2024 | Confluence Investment Management LLC | 2,901,057 | $62.58M | 0.9% | +12.4% | 1.223% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 1,504,247 | $32.67M | 1.4% | +5.7% | 0.640% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,623 | $35K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | Private Trust Co. NA | 32,442 | $705K | 0.1% | +68.1% | 0.014% | |
| 4/24/2024 | NBT Bank N A NY | 1,234 | $27K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | Strategic Blueprint LLC | 50,965 | $1.11M | 0.1% | +1.0% | 0.022% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 4,981 | $108K | 0.0% | +28.5% | 0.002% | |
| 4/16/2024 | Tsfg LLC | 192,053 | $4.17M | 1.1% | +2,326.1% | 0.083% | |
| 4/3/2024 | Arden Trust Co | 83,781 | $1.82M | 0.3% | -24.7% | 0.041% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 687,462 | $14.93M | 0.7% | -11.5% | 0.335% | |
| 4/1/2024 | Confluence Investment Management LLC | 2,581,084 | $56.06M | 0.8% | N/A | 1.256% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 12,144 | $268K | 0.1% | +11.6% | 0.006% | |
| 2/15/2024 | Bartlett & CO. Wealth Management LLC | 10,341 | $229K | 0.0% | N/A | 0.005% | |
| 2/13/2024 | Hirtle Callaghan & Co LLC | 1,422,612 | $31.40M | 1.4% | +7.6% | 0.692% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 142,324 | $3.14M | 0.0% | +12.9% | 0.069% | |
| 2/9/2024 | Tidemark LLC | 146,100 | $3.22M | 2.0% | N/A | 0.071% | |
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| 2/9/2024 | Certified Advisory Corp | 283,440 | $6.26M | 0.9% | -4.2% | 0.138% | |
| 2/9/2024 | Keystone Financial Group | 100,755 | $2.22M | 0.4% | +4.4% | 0.049% | |
| 2/8/2024 | Exchange Capital Management Inc. | 62,912 | $1.39M | 0.2% | -1.6% | 0.031% | |
| 2/5/2024 | Cary Street Partners Asset Management LLC | 182,062 | $4.02M | 0.7% | -1.7% | 0.089% | |
| 2/5/2024 | Hexagon Capital Partners LLC | 3,876 | $86K | 0.0% | +1,702.8% | 0.002% | |
| 2/1/2024 | Foster & Motley Inc. | 14,417 | $318K | 0.0% | -21.4% | 0.007% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 2,976 | $66K | 0.0% | N/A | 0.001% | |
| 1/25/2024 | Strategic Blueprint LLC | 50,473 | $1.11M | 0.1% | +53.6% | 0.025% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 16,325 | $360K | 0.0% | -18.4% | 0.008% | |
| 1/24/2024 | Private Trust Co. NA | 19,297 | $426K | 0.1% | +30.8% | 0.009% | |
