| 8/15/2025 | Orion Porfolio Solutions LLC | 5,775 | $260K | 0.0% | -26.0% | 0.082% | |
| 8/15/2025 | EP Wealth Advisors LLC | 3,485 | $157K | 0.0% | N/A | 0.049% | |
| 8/15/2025 | Bank of America Corp DE | 3,214 | $145K | 0.0% | -75.6% | 0.046% | |
| 8/14/2025 | Raymond James Financial Inc. | 53,652 | $2.42M | 0.0% | +16.5% | 0.761% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 5,085 | $229K | 0.0% | N/A | 0.072% | |
| 8/13/2025 | StoneX Group Inc. | 19,365 | $872K | 0.0% | -8.0% | 0.275% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,625 | $163K | 0.0% | N/A | 0.051% | |
| 8/12/2025 | CreativeOne Wealth LLC | 8,859 | $399K | 0.0% | -93.5% | 0.126% | |
| 8/12/2025 | JPMorgan Chase & Co. | 20,722 | $933K | 0.0% | +169.8% | 0.294% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 25,547 | $1.15M | 0.0% | -11.1% | 0.362% | |
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| 8/8/2025 | Cetera Investment Advisers | 57,165 | $2.57M | 0.0% | -79.1% | 0.811% | |
| 8/7/2025 | 1ST Source Bank | 83,388 | $3.75M | 0.2% | N/A | 1.183% | |
| 8/6/2025 | AE Wealth Management LLC | 888 | $40K | 0.0% | -89.5% | 0.013% | |
| 8/5/2025 | Integrity Financial Corp WA | 25,794 | $1.16M | 0.6% | +23.4% | 0.366% | |
| 8/4/2025 | Kovack Advisors Inc. | 20,281 | $913K | 0.1% | N/A | 0.288% | |
| 8/4/2025 | Spire Wealth Management | 6,895 | $310K | 0.0% | -47.5% | 0.098% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 15,524 | $699K | 0.1% | +77.3% | 0.220% | |
| 8/4/2025 | Arkadios Wealth Advisors | 38,720 | $1.74M | 0.1% | +2.6% | 0.549% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 51,725 | $2.33M | 0.0% | -87.6% | 0.734% | |
| 7/30/2025 | Strategic Blueprint LLC | 40,290 | $1.81M | 0.1% | +63.9% | 0.571% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 7,842 | $353K | 0.1% | -30.4% | 0.111% | |
| 7/30/2025 | Brookstone Capital Management | 12,621 | $568K | 0.0% | -3.3% | 0.179% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 16,406 | $739K | 0.0% | +6.0% | 0.233% | |
| 7/28/2025 | Harbour Investments Inc. | 36,392 | $1.64M | 0.0% | +3.7% | 0.516% | |
| 7/28/2025 | RFG Advisory LLC | 13,864 | $624K | 0.0% | N/A | 0.197% | |
| 7/25/2025 | CWM LLC | 31,539 | $1.42M | 0.0% | -40.2% | 0.447% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 88,315 | $3.98M | 0.1% | -12.7% | 1.253% | |
| 7/25/2025 | Apollon Wealth Management LLC | 17,523 | $789K | 0.0% | -1.6% | 0.249% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 5,033 | $227K | 0.0% | -34.0% | 0.071% | |
| 7/23/2025 | REAP Financial Group LLC | 95,371 | $4.29M | 1.0% | -16.4% | 1.353% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 16,940 | $763K | 0.0% | -30.4% | 0.240% | |
| 7/18/2025 | Truist Financial Corp | 21,094 | $950K | 0.0% | +21.6% | 0.299% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,637 | $479K | 0.0% | -6.8% | 0.151% | |
| 7/15/2025 | Santori & Peters Inc. | 35,742 | $1.61M | 0.6% | +6.7% | 0.507% | |
| 7/15/2025 | LVZ Inc. | 5,588 | $252K | 0.0% | -17.6% | 0.079% | |
| 7/14/2025 | Chris Bulman Inc | 4,642 | $209K | 0.1% | N/A | 0.066% | |
| 7/14/2025 | Abound Wealth Management | 1,400 | $63K | 0.0% | N/A | 0.020% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 11,479 | $517K | 0.0% | -78.7% | 0.163% | |
| 7/7/2025 | Nova Wealth Management Inc. | 35,329 | $1.59M | 1.2% | +26.7% | 0.501% | |
| 7/3/2025 | Sage Capital Advisors llc | 6,175 | $278K | 0.1% | -16.3% | 0.088% | |
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| 5/29/2025 | Nova Wealth Management Inc. | 27,890 | $1.17M | 1.0% | -10.5% | 0.390% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 11,428 | $480K | 0.1% | -49.1% | 0.159% | |
| 5/15/2025 | OLD Mission Capital LLC | 33,265 | $1.40M | 0.0% | +448.2% | 0.462% | |
| 5/14/2025 | CreativeOne Wealth LLC | 136,525 | $5.73M | 0.2% | +1,713.1% | 1.896% | |
| 5/14/2025 | Kestra Advisory Services LLC | 187,159 | $7.86M | 0.0% | -6.6% | 2.599% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,190 | $638K | 0.0% | -59.8% | 0.211% | |
| 5/8/2025 | Harbour Investments Inc. | 35,087 | $1.47M | 0.0% | -6.6% | 0.487% | |
| 5/8/2025 | Grantvest Financial Group LLC | 11,703 | $491K | 0.4% | -10.7% | 0.163% | |
| 5/8/2025 | Arkadios Wealth Advisors | 37,750 | $1.59M | 0.1% | -0.7% | 0.524% | |
| 5/7/2025 | First Heartland Consultants Inc. | 8,000 | $336K | 0.0% | -32.0% | 0.111% | |
| 5/6/2025 | Cetera Investment Advisers | 273,156 | $11.47M | 0.0% | +572.2% | 3.794% | |
| 5/6/2025 | AE Wealth Management LLC | 8,458 | $355K | 0.0% | -58.3% | 0.117% | |
| 5/6/2025 | Ignite Planners LLC | 38,647 | $1.62M | 0.3% | +33.0% | 0.537% | |
| 5/1/2025 | CWM LLC | 52,771 | $2.22M | 0.0% | -11.7% | 0.733% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 54,237 | $2.28M | 0.7% | -6.1% | 0.753% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 416,740 | $17.50M | 0.0% | +1,244.4% | 5.788% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 101,153 | $4.25M | 0.1% | +2.9% | 1.405% | |
| 4/29/2025 | Strategic Blueprint LLC | 24,589 | $1.03M | 0.1% | -9.3% | 0.342% | |
| 4/28/2025 | Mutual Advisors LLC | 12,451 | $517K | 0.0% | -10.8% | 0.173% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 5,313 | $224K | 0.2% | N/A | 0.074% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 7,628 | $320K | 0.0% | -77.0% | 0.106% | |
| 4/23/2025 | Spire Wealth Management | 13,121 | $551K | 0.0% | -24.4% | 0.192% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 8,754 | $368K | 0.1% | N/A | 0.128% | |
| 4/22/2025 | World Equity Group Inc. | 12,591 | $529K | 0.2% | N/A | 0.184% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 17,550 | $737K | 0.0% | -8.6% | 0.256% | |
| 4/21/2025 | LifeWealth Investments LLC | 5,759 | $242K | 0.1% | -34.0% | 0.084% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 1,875 | $79K | 0.0% | -13.8% | 0.027% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,417 | $479K | 0.0% | +10.1% | 0.167% | |
| 4/16/2025 | Hickory Asset Management Inc. | 72,674 | $3.05M | 2.7% | -0.7% | 1.061% | |
| 4/16/2025 | Seros Financial LLC | 179,838 | $7.37M | 5.5% | N/A | 2.625% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,020 | $422K | 0.0% | N/A | 0.146% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 53,976 | $2.27M | 0.2% | -23.6% | 0.788% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 8,697 | $365K | 0.2% | -3.2% | 0.127% | |
| 4/4/2025 | Sage Capital Advisors llc | 7,375 | $310K | 0.1% | -66.9% | 0.108% | |
| 3/12/2025 | Centaurus Financial Inc. | 2,500 | $108K | 0.0% | N/A | 0.046% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 57,730 | $2.50M | 0.8% | N/A | 1.053% | |
| 2/27/2025 | REAP Financial Group LLC | 127,546 | $5.52M | 1.4% | -2.7% | 2.773% | |
| 2/26/2025 | LifeWealth Investments LLC | 8,721 | $377K | 0.2% | N/A | 0.190% | |
| 2/25/2025 | Armis Advisers LLC | 137,129 | $5.94M | 0.7% | N/A | 2.981% | |
| 2/18/2025 | Sunbelt Securities Inc. | 15,397 | $669K | 0.1% | -2.9% | 0.335% | |
| 2/17/2025 | EPG Wealth Management LLC | 36,000 | $1.56M | 0.4% | -4.0% | 0.783% | |
| 2/17/2025 | Cetera Investment Advisers | 40,639 | $1.76M | 0.0% | -6.8% | 0.883% | |
| 2/14/2025 | Jane Street Group LLC | 4,722 | $204K | 0.0% | N/A | 0.103% | |
| 2/14/2025 | Schwallier Wealth Management LLC | 12,730 | $551K | 0.4% | -16.9% | 0.277% | |
| 2/14/2025 | Topsail Wealth Management LLC | 1,000 | $43K | 0.0% | N/A | 0.022% | |
| 2/14/2025 | Freedom Investment Management Inc. | 34,139 | $1.48M | 0.1% | +6.6% | 0.742% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 5,350 | $232K | 0.0% | +5.9% | 0.116% | |
| 2/13/2025 | Mariner LLC | 11,225 | $486K | 0.0% | +2.1% | 0.244% | |
| 2/13/2025 | Barclays PLC | 933 | $40K | 0.0% | -80.0% | 0.020% | |
| 2/13/2025 | Integrity Financial Corp WA | 21,110 | $914K | 0.5% | -1.5% | 0.459% | |
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| 2/13/2025 | Raymond James Financial Inc. | 64,965 | $2.81M | 0.0% | N/A | 1.412% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 30,999 | $1.34M | 0.0% | -10.9% | 0.674% | |
| 2/13/2025 | Wells Fargo & Company MN | 671 | $29K | 0.0% | N/A | 0.015% | |
| 2/12/2025 | OneAscent Financial Services LLC | 5,248 | $227K | 0.0% | N/A | 0.114% | |
| 2/12/2025 | OLD Mission Capital LLC | 6,068 | $263K | 0.0% | -22.5% | 0.132% | |
| 2/11/2025 | Grantvest Financial Group LLC | 13,111 | $567K | 0.6% | N/A | 0.285% | |
| 2/11/2025 | Sequent Planning LLC | 7,828 | $339K | 0.1% | -92.4% | 0.170% | |
| 2/10/2025 | Harbour Investments Inc. | 37,558 | $1.63M | 0.0% | -1.9% | 0.816% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 123,367 | $5.34M | 0.0% | -3.6% | 2.682% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,230 | $226K | 0.0% | -30.3% | 0.114% | |
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