| 8/15/2025 | MML Investors Services LLC | 17,232 | $754K | 0.0% | +48.0% | 0.479% | |
| 8/14/2025 | Jane Street Group LLC | 15,576 | $682K | 0.0% | N/A | 0.433% | |
| 8/14/2025 | Cerity Partners LLC | 149,451 | $6.54M | 0.0% | -1.8% | 4.151% | |
| 8/13/2025 | SageView Advisory Group LLC | 5,060 | $225K | 0.0% | N/A | 0.141% | |
| 8/13/2025 | Trek Financial LLC | 6,155 | $269K | 0.0% | +18.0% | 0.171% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 19,518 | $854K | 0.0% | +6.3% | 0.542% | |
| 8/12/2025 | CreativeOne Wealth LLC | 8,318 | $364K | 0.0% | +5.0% | 0.231% | |
| 8/12/2025 | JPMorgan Chase & Co. | 4,714 | $206K | 0.0% | -70.4% | 0.131% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 25,805 | $1.13M | 0.3% | -1.3% | 0.717% | |
| 8/8/2025 | Cetera Investment Advisers | 33,347 | $1.46M | 0.0% | +42.0% | 0.926% | |
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| 8/8/2025 | WealthShield Partners LLC | 10,700 | $468K | 0.1% | -6.6% | 0.297% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 10,240 | $455K | 0.0% | N/A | 0.284% | |
| 8/6/2025 | Penserra Capital Management LLC | 399,432 | $17.48M | 0.2% | -7.1% | 11.095% | |
| 8/5/2025 | Sigma Planning Corp | 15,292 | $669K | 0.0% | +3.4% | 0.425% | |
| 8/4/2025 | Spire Wealth Management | 18,481 | $809K | 0.0% | +22.8% | 0.513% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 1,684 | $74K | 0.1% | N/A | 0.047% | |
| 8/1/2025 | Corrado Advisors LLC | 16,218 | $710K | 0.4% | N/A | 0.451% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 25,355 | $1.11M | 0.3% | N/A | 0.704% | |
| 8/1/2025 | FSA Advisors Inc. | 8,790 | $385K | 0.3% | +6.5% | 0.244% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 31,485 | $1.38M | 0.4% | +32.7% | 0.875% | |
| 8/1/2025 | GWN Securities Inc. | 20,231 | $885K | 0.2% | N/A | 0.562% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 63,251 | $2.77M | 0.0% | +49.7% | 1.757% | |
| 7/31/2025 | Whipplewood Advisors LLC | 2,955 | $129K | 0.1% | +216.0% | 0.082% | |
| 7/31/2025 | 3EDGE Asset Management LP | 222,264 | $9.69M | 0.6% | N/A | 6.174% | |
| 7/30/2025 | Strategic Blueprint LLC | 106,693 | $4.67M | 0.2% | +3.9% | 2.964% | |
| 7/30/2025 | Brookstone Capital Management | 16,952 | $742K | 0.0% | +6.5% | 0.471% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 16,870 | $738K | 0.0% | +7.9% | 0.469% | |
| 7/28/2025 | Harbour Investments Inc. | 3,940 | $172K | 0.0% | +20.5% | 0.109% | |
| 7/28/2025 | RFG Advisory LLC | 4,730 | $207K | 0.0% | -53.7% | 0.131% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,249 | $318K | 0.0% | N/A | 0.201% | |
| 7/24/2025 | IFP Advisors Inc | 667 | $29K | 0.0% | +113.8% | 0.019% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 19,015 | $832K | 0.2% | +66.7% | 0.528% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 23,727 | $1.04M | 0.4% | +16.1% | 0.659% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 33,748 | $1.48M | 0.2% | +4.3% | 0.937% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 12,521 | $548K | 0.0% | -16.5% | 0.348% | |
| 7/17/2025 | Clear Point Advisors Inc. | 7,276 | $318K | 0.3% | +26.1% | 0.202% | |
| 7/15/2025 | BCS Wealth Management | 24,040 | $1.05M | 0.2% | +2.3% | 0.668% | |
| 7/14/2025 | AdvisorNet Financial Inc | 11,485 | $503K | 0.0% | +18.1% | 0.319% | |
| 7/14/2025 | CRA Financial Services LLC | 6,965 | $305K | 0.0% | +15.6% | 0.193% | |
| 7/11/2025 | Lantz Financial LLC | 254,782 | $11.15M | 2.8% | +0.5% | 7.077% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,039 | $266K | 0.0% | N/A | 0.168% | |
| 7/10/2025 | Secure Asset Management LLC | 14,332 | $627K | 0.1% | +19.5% | 0.398% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 27,802 | $1.22M | 0.1% | -2.7% | 0.772% | |
| 5/16/2025 | Ascent Group LLC | 6,555 | $265K | 0.0% | N/A | 0.197% | |
| 5/15/2025 | OLD Mission Capital LLC | 27,656 | $1.12M | 0.0% | N/A | 0.831% | |
| 5/14/2025 | Kestra Advisory Services LLC | 23,207 | $940K | 0.0% | -12.6% | 0.697% | |
| 5/13/2025 | HighTower Advisors LLC | 71,560 | $2.90M | 0.0% | -4.8% | 2.149% | |
| 5/9/2025 | WealthShield Partners LLC | 11,450 | $464K | 0.1% | +263.5% | 0.344% | |
| 5/8/2025 | Harbour Investments Inc. | 3,271 | $132K | 0.0% | -31.5% | 0.098% | |
| 5/6/2025 | Cetera Investment Advisers | 23,480 | $951K | 0.0% | -6.0% | 0.705% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 92,082 | $3.73M | 0.7% | -0.7% | 2.765% | |
| 5/2/2025 | Sigma Planning Corp | 14,783 | $599K | 0.0% | -3.2% | 0.444% | |
| 4/30/2025 | Cerity Partners LLC | 152,125 | $6.16M | 0.0% | -5.7% | 4.568% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 15,630 | $633K | 0.0% | -9.3% | 0.469% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 42,244 | $1.71M | 0.0% | -45.3% | 1.269% | |
| 4/29/2025 | Penserra Capital Management LLC | 429,979 | $17.42M | 0.3% | +17.2% | 12.912% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,225 | $50K | 0.0% | -25.3% | 0.037% | |
| 4/29/2025 | Strategic Blueprint LLC | 102,732 | $4.16M | 0.2% | +1.9% | 3.085% | |
| 4/23/2025 | Spire Wealth Management | 15,053 | $610K | 0.0% | +61.0% | 0.452% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,866 | $278K | 0.0% | -14.7% | 0.206% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 16,177 | $655K | 0.3% | -20.6% | 0.534% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 20,436 | $828K | 0.3% | -3.8% | 0.674% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 14,988 | $607K | 0.0% | -6.1% | 0.495% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 26,156 | $1.06M | 0.3% | +8.3% | 0.863% | |
| 4/10/2025 | Whipplewood Advisors LLC | 935 | $38K | 0.0% | -96.6% | 0.031% | |
| 4/9/2025 | RFG Advisory LLC | 10,205 | $413K | 0.0% | -23.1% | 0.337% | |
| 4/8/2025 | Lantz Financial LLC | 253,585 | $10.27M | 2.8% | -0.6% | 8.369% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,039 | $251K | 0.0% | N/A | 0.196% | |
| 2/18/2025 | Orion Capital Management LLC | 3,000 | $125K | 0.1% | N/A | 0.126% | |
| 2/17/2025 | CoreCap Advisors LLC | 13,236 | $550K | 0.0% | -46.8% | 0.556% | |
| 2/17/2025 | Cetera Investment Advisers | 24,976 | $1.04M | 0.0% | -11.1% | 1.049% | |
| 2/17/2025 | Chapman Financial Group LLC | 850 | $35K | 0.0% | N/A | 0.036% | |
| 2/14/2025 | Jane Street Group LLC | 9,891 | $411K | 0.0% | -8.4% | 0.416% | |
| 2/14/2025 | Bellwether Advisors LLC | 3,076 | $128K | 0.0% | N/A | 0.129% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 19,899 | $826K | 0.0% | +8.7% | 0.836% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 8,265 | $343K | 0.0% | -66.8% | 0.347% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 30,187 | $1.25M | 0.3% | -1.6% | 1.268% | |
| 2/13/2025 | CreativeOne Wealth LLC | 8,126 | $337K | 0.0% | N/A | 0.341% | |
| 2/13/2025 | Raymond James Financial Inc. | 16,403 | $681K | 0.0% | N/A | 0.689% | |
| 2/13/2025 | Cerity Partners LLC | 161,367 | $6.70M | 0.0% | -1.3% | 6.780% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 77,212 | $3.21M | 0.0% | +2.0% | 3.244% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 113,384 | $4.71M | 0.0% | -10.9% | 4.764% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 4,818 | $200K | 0.0% | -6.8% | 0.202% | |
| 2/7/2025 | HighTower Advisors LLC | 75,153 | $3.12M | 0.0% | -0.4% | 3.158% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 92,769 | $3.85M | 0.7% | -0.6% | 3.898% | |
| 2/6/2025 | Raymond James Financial Inc. | 16,403 | $681K | 0.0% | N/A | 0.689% | |
| 2/5/2025 | Whipplewood Advisors LLC | 27,544 | $1.14M | 0.7% | N/A | 1.157% | |
| 2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 20,377 | $846K | 0.4% | N/A | 0.856% | |
| 2/4/2025 | WealthShield Partners LLC | 3,150 | $131K | 0.0% | -62.0% | 0.132% | |
| 2/3/2025 | Sigma Planning Corp | 15,273 | $634K | 0.0% | -3.2% | 0.642% | |
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| 2/3/2025 | Clear Point Advisors Inc. | 5,770 | $240K | 0.2% | -4.9% | 0.242% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 32,600 | $1.35M | 0.2% | +3.5% | 1.370% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 12,256 | $510K | 0.0% | -11.2% | 0.515% | |
| 1/27/2025 | Berkshire Money Management Inc. | 6,329 | $263K | 0.0% | N/A | 0.266% | |
| 1/23/2025 | Strategic Blueprint LLC | 100,803 | $4.19M | 0.2% | +3.0% | 4.235% | |
| 1/21/2025 | Lantz Financial LLC | 255,191 | $10.60M | 2.8% | -1.6% | 10.722% | |
| 1/21/2025 | RFG Advisory LLC | 13,271 | $551K | 0.0% | -51.3% | 0.558% | |
| 1/17/2025 | Secure Asset Management LLC | 11,990 | $498K | 0.1% | -13.2% | 0.504% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 15,968 | $663K | 0.0% | -6.3% | 0.671% | |
| 1/15/2025 | Arkadios Wealth Advisors | 7,887 | $327K | 0.0% | -17.4% | 0.331% | |
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