| 8/15/2025 | Orion Porfolio Solutions LLC | 4,289 | $222K | 0.0% | -36.8% | 0.021% | |
| 8/15/2025 | MML Investors Services LLC | 74,199 | $3.84M | 0.0% | +3.2% | 0.370% | |
| 8/14/2025 | Jane Street Group LLC | 9,899 | $512K | 0.0% | -25.3% | 0.049% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,808,552 | $93.57M | 0.0% | +156.0% | 9.020% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 21,580 | $1.12M | 0.0% | -7.5% | 0.108% | |
| 8/12/2025 | CreativeOne Wealth LLC | 44,816 | $2.32M | 0.1% | -70.6% | 0.224% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 19,850 | $1.03M | 0.0% | -6.2% | 0.099% | |
| 8/12/2025 | JPMorgan Chase & Co. | 6,769 | $350K | 0.0% | +419.5% | 0.034% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 19,481 | $1.01M | 0.0% | -19.2% | 0.097% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 27,442 | $1.42M | 0.0% | -1.2% | 0.137% | |
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| 8/8/2025 | Cetera Investment Advisers | 153,062 | $7.92M | 0.0% | -55.3% | 0.763% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 4,720 | $244K | 0.0% | N/A | 0.024% | |
| 8/6/2025 | Prospera Financial Services Inc | 6,780 | $351K | 0.0% | -7.6% | 0.034% | |
| 8/6/2025 | AE Wealth Management LLC | 11,568 | $599K | 0.0% | -40.7% | 0.058% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 25,488 | $1.32M | 0.1% | -5.9% | 0.127% | |
| 8/5/2025 | Integrity Financial Corp WA | 21,374 | $1.11M | 0.6% | -5.8% | 0.107% | |
| 8/4/2025 | FWG Investments LLC. | 18,199 | $942K | 0.7% | -9.2% | 0.091% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 6,347 | $333K | 0.3% | -5.2% | 0.032% | |
| 8/4/2025 | Assetmark Inc. | 180,587 | $9.34M | 0.0% | +31.8% | 0.901% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 6,731 | $348K | 0.1% | N/A | 0.034% | |
| 8/1/2025 | Ferguson Shapiro LLC | 398,043 | $20.60M | 6.9% | N/A | 1.985% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 134,045 | $6.94M | 0.0% | -73.0% | 0.669% | |
| 7/31/2025 | Opes Wealth Management LLC | 48,853 | $2.53M | 0.4% | +2.3% | 0.244% | |
| 7/30/2025 | Strategic Blueprint LLC | 21,430 | $1.11M | 0.1% | +9.4% | 0.107% | |
| 7/30/2025 | TFB Advisors LLC | 13,725 | $710K | 0.2% | -6.3% | 0.068% | |
| 7/30/2025 | WESPAC Advisors SoCal LLC | 5,244 | $271K | 0.1% | -6.2% | 0.026% | |
| 7/29/2025 | Stephens Inc. AR | 126,482 | $6.54M | 0.1% | -0.5% | 0.631% | |
| 7/28/2025 | Mutual Advisors LLC | 9,022 | $479K | 0.0% | +20.0% | 0.045% | |
| 7/28/2025 | RFG Advisory LLC | 11,310 | $585K | 0.0% | +66.8% | 0.056% | |
| 7/25/2025 | Lion Street Advisors LLC | 29,282 | $1.52M | 0.5% | -23.1% | 0.146% | |
| 7/25/2025 | MGO One Seven LLC | 6,650 | $344K | 0.0% | N/A | 0.033% | |
| 7/25/2025 | CWM LLC | 350,344 | $18.13M | 0.1% | -5.7% | 1.747% | |
| 7/23/2025 | REAP Financial Group LLC | 118,606 | $6.14M | 1.4% | -3.5% | 0.592% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 9,977 | $516K | 0.0% | -78.9% | 0.050% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 4,470 | $231K | 0.1% | -48.7% | 0.022% | |
| 7/22/2025 | MBL Wealth LLC | 103,488 | $5.35M | 0.5% | -1.0% | 0.516% | |
| 7/21/2025 | AIFG Consultants Ltd. | 7,724 | $400K | 0.8% | -35.7% | 0.039% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 9,721 | $503K | 0.2% | -9.3% | 0.048% | |
| 7/21/2025 | Synergy Asset Management LLC | 26,007 | $1.35M | 0.2% | -1.4% | 0.130% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 55,068 | $2.85M | 0.0% | +1.4% | 0.275% | |
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| 7/16/2025 | Novem Group | 89,203 | $4.62M | 0.6% | -0.4% | 0.445% | |
| 7/14/2025 | Abound Wealth Management | 500 | $26K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Sowell Financial Services LLC | 7,531 | $390K | 0.0% | -10.0% | 0.038% | |
| 7/11/2025 | Grant Private Wealth Management Inc | 9,363 | $484K | 0.3% | N/A | 0.047% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,165 | $635K | 0.0% | -8.2% | 0.061% | |
| 7/9/2025 | Keystone Wealth Services LLC | 82,113 | $4.25M | 1.0% | +2.8% | 0.410% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 4,597 | $238K | 0.0% | -18.9% | 0.023% | |
| 7/7/2025 | Schulz Wealth LTD. | 38,892 | $2.01M | 1.5% | -3.9% | 0.194% | |
| 5/21/2025 | MBL Wealth LLC | 104,576 | $4.98M | 0.5% | -3.9% | 0.523% | |
| 5/19/2025 | Jane Street Group LLC | 13,246 | $631K | 0.0% | -33.5% | 0.066% | |
| 5/16/2025 | NewEdge Advisors LLC | 12,144 | $578K | 0.0% | -4.4% | 0.060% | |
| 5/14/2025 | CreativeOne Wealth LLC | 152,526 | $7.27M | 0.2% | -0.6% | 0.759% | |
| 5/14/2025 | FWG Investments LLC. | 20,040 | $955K | 1.1% | -8.5% | 0.100% | |
| 5/14/2025 | Kestra Advisory Services LLC | 78,489 | $3.74M | 0.0% | -7.1% | 0.390% | |
| 5/14/2025 | TFB Advisors LLC | 14,647 | $698K | 0.2% | +31.4% | 0.073% | |
| 5/14/2025 | Capital Analysts LLC | 8,803 | $419K | 0.0% | -86.2% | 0.044% | |
| 5/13/2025 | Raymond James Financial Inc. | 706,428 | $33.65M | 0.0% | +0.3% | 3.515% | |
| 5/12/2025 | FSA Wealth Partners Inc. | 327,931 | $15.62M | 5.9% | -2.2% | 1.631% | |
| 5/12/2025 | Integrity Financial Corp WA | 22,696 | $1.08M | 0.6% | -2.3% | 0.113% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,295 | $395K | 0.0% | -55.7% | 0.041% | |
| 5/8/2025 | Harbour Investments Inc. | 13,974 | $666K | 0.0% | -1.6% | 0.070% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 9,695 | $462K | 0.2% | -3.0% | 0.048% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 27,088 | $1.29M | 0.1% | -8.4% | 0.135% | |
| 5/7/2025 | LPL Financial LLC | 99,254 | $4.73M | 0.0% | +0.3% | 0.494% | |
| 5/6/2025 | Assetmark Inc. | 137,011 | $6.53M | 0.0% | +38.1% | 0.682% | |
| 5/6/2025 | Cetera Investment Advisers | 342,168 | $16.30M | 0.0% | +9.2% | 1.702% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 4,958 | $236K | 0.0% | -53.7% | 0.025% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 21,155 | $1.01M | 0.0% | -1.4% | 0.105% | |
| 5/6/2025 | Opes Wealth Management LLC | 47,760 | $2.28M | 0.5% | +1.5% | 0.238% | |
| 5/6/2025 | AE Wealth Management LLC | 19,515 | $930K | 0.0% | -4.6% | 0.097% | |
| 5/6/2025 | WESPAC Advisors SoCal LLC | 5,591 | $266K | 0.1% | -8.7% | 0.028% | |
| 5/6/2025 | 1776 Wealth LLC | 30,626 | $1.46M | 0.7% | -7.7% | 0.152% | |
| 5/5/2025 | IFP Advisors Inc | 7,712 | $367K | 0.0% | -21.3% | 0.038% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 27,776 | $1.32M | 0.0% | -3.6% | 0.138% | |
| 5/1/2025 | CWM LLC | 371,407 | $17.69M | 0.1% | -2.4% | 1.848% | |
| 5/1/2025 | Stephens Inc. AR | 127,179 | $6.06M | 0.1% | -0.9% | 0.633% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 496,834 | $23.67M | 0.0% | +1.8% | 2.472% | |
| 4/29/2025 | Strategic Blueprint LLC | 19,593 | $933K | 0.1% | +30.4% | 0.097% | |
| 4/29/2025 | SMART Wealth LLC | 128,919 | $6.14M | 2.2% | -0.8% | 0.641% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 40,632 | $1.94M | 0.0% | -4.9% | 0.202% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 33,120 | $1.58M | 0.4% | -2.4% | 0.165% | |
| 4/28/2025 | Novem Group | 89,603 | $4.27M | 0.6% | -8.9% | 0.446% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 6,697 | $320K | 0.3% | +4.9% | 0.033% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 23,425 | $1.13M | 0.0% | +7.5% | 0.123% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 7,000 | $333K | 0.1% | -22.2% | 0.037% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 6,425 | $306K | 0.0% | N/A | 0.034% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,514 | $120K | 0.0% | -9.8% | 0.013% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 33,120 | $1.58M | 0.0% | -2.4% | 0.174% | |
| 4/23/2025 | AIFG Consultants Ltd. | 12,016 | $572K | 0.9% | -5.5% | 0.063% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 18,666 | $889K | 0.0% | -4.2% | 0.098% | |
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| 4/22/2025 | Synergy Asset Management LLC | 26,382 | $1.26M | 0.2% | N/A | 0.138% | |
| 4/22/2025 | World Equity Group Inc. | 10,599 | $505K | 0.1% | +25.7% | 0.056% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,021 | $239K | 0.0% | -59.4% | 0.026% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 47,313 | $2.26M | 0.1% | +129.2% | 0.248% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 10,715 | $510K | 0.2% | -7.9% | 0.056% | |
| 4/17/2025 | Sowell Financial Services LLC | 8,367 | $399K | 0.0% | N/A | 0.044% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 54,332 | $2.59M | 0.0% | +2.1% | 0.285% | |
| 4/17/2025 | Keystone Wealth Services LLC | 79,913 | $3.81M | 1.0% | -4.8% | 0.419% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,252 | $631K | 0.0% | -4.2% | 0.070% | |
| 4/14/2025 | Farther Finance Advisors LLC | 8,828 | $421K | 0.0% | N/A | 0.046% | |
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