| 5/16/2025 | NewEdge Advisors LLC | 27,862 | $4.23M | 0.0% | +174.3% | 0.449% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,306 | $805K | 0.0% | +31.0% | 0.085% | |
| 5/15/2025 | Royal Bank of Canada | 3,776 | $573K | 0.0% | +2.3% | 0.061% | |
| 5/15/2025 | Betterment LLC | 20,999 | $3.19M | 0.0% | N/A | 0.338% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,330 | $2.17M | 0.0% | +63.8% | 0.231% | |
| 5/14/2025 | Comerica Bank | 7,843 | $1.19M | 0.0% | -13.0% | 0.126% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,133 | $627K | 0.0% | +841.5% | 0.067% | |
| 5/14/2025 | Caitlin John LLC | 11,119 | $1.69M | 1.7% | -19.4% | 0.179% | |
| 5/14/2025 | Kestra Advisory Services LLC | 10,905 | $1.65M | 0.0% | -2.2% | 0.176% | |
| 5/14/2025 | TFB Advisors LLC | 4,412 | $669K | 0.2% | +44.7% | 0.071% | |
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| 5/13/2025 | Raymond James Financial Inc. | 74,212 | $11.26M | 0.0% | +10.0% | 1.195% | |
| 5/13/2025 | HighTower Advisors LLC | 1,552 | $235K | 0.0% | N/A | 0.025% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 2,250 | $341K | 0.1% | N/A | 0.036% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 1,828 | $277K | 0.0% | -44.7% | 0.029% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 7,658 | $1.16M | 0.1% | +47.9% | 0.122% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 70,970 | $10.77M | 0.3% | +13.3% | 1.134% | |
| 5/8/2025 | Harbour Investments Inc. | 4,588 | $696K | 0.0% | +26.6% | 0.073% | |
| 5/8/2025 | Arkadios Wealth Advisors | 2,142 | $325K | 0.0% | +10.5% | 0.034% | |
| 5/7/2025 | LPL Financial LLC | 102,003 | $15.48M | 0.0% | +18.9% | 1.629% | |
| 5/7/2025 | Valued Retirements Inc. | 1,515 | $230K | 0.3% | N/A | 0.024% | |
| 5/6/2025 | Cetera Investment Advisers | 289,868 | $43.98M | 0.1% | +7.2% | 4.630% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,410 | $973K | 0.0% | +3.5% | 0.102% | |
| 5/6/2025 | Financial Partners Group Inc | 59,732 | $9.06M | 1.4% | N/A | 0.954% | |
| 5/6/2025 | PFG Advisors | 4,960 | $753K | 0.0% | +6.0% | 0.079% | |
| 5/5/2025 | Private Advisor Group LLC | 7,551 | $1.15M | 0.0% | N/A | 0.121% | |
| 5/5/2025 | Diversify Advisory Services LLC | 2,804 | $429K | 0.0% | N/A | 0.045% | |
| 5/2/2025 | Tectonic Advisors LLC | 2,970 | $451K | 0.0% | +2.4% | 0.047% | |
| 5/2/2025 | Sigma Planning Corp | 1,418 | $215K | 0.0% | -23.8% | 0.023% | |
| 5/1/2025 | Kathmere Capital Management LLC | 2,926 | $444K | 0.0% | +17.7% | 0.047% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 12,615 | $1.91M | 0.1% | +38.4% | 0.202% | |
| 4/30/2025 | Davidson Investment Advisors | 127,332 | $19.32M | 1.0% | -0.6% | 2.034% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 80,449 | $12.21M | 0.0% | -1.0% | 1.285% | |
| 4/29/2025 | Schulz Wealth LTD. | 86,511 | $13.13M | 10.0% | +1.1% | 1.382% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 1,403 | $213K | 0.0% | N/A | 0.022% | |
| 4/29/2025 | Strategic Blueprint LLC | 1,982 | $301K | 0.0% | +26.5% | 0.032% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 1,765 | $268K | 0.0% | N/A | 0.028% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 1,142 | $173K | 0.0% | N/A | 0.018% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 10,885 | $1.65M | 0.2% | -27.9% | 0.174% | |
| 4/28/2025 | Lincoln Capital Corp | 26,038 | $3.95M | 1.6% | -3.1% | 0.416% | |
| 4/24/2025 | Aspect Partners LLC | 7,260 | $1.10M | 0.6% | -13.8% | 0.116% | |
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| 4/23/2025 | International Assets Investment Management LLC | 9,834 | $1.49M | 0.0% | +92.6% | 0.157% | |
| 4/23/2025 | Systelligence LLC | 145,318 | $22.05M | 5.3% | +51.4% | 2.321% | |
| 4/23/2025 | Lazari Capital Management Inc. | 3,706 | $562K | 0.2% | -13.7% | 0.059% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 290 | $44K | 0.0% | N/A | 0.005% | |
| 4/22/2025 | TrueMark Investments LLC | 2,439 | $370K | 0.1% | N/A | 0.039% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,545 | $2.51M | 0.0% | -4.8% | 0.264% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 106,970 | $16.23M | 2.1% | -3.0% | 1.709% | |
| 4/22/2025 | Compass Ion Advisors LLC | 6,959 | $1.06M | 0.1% | N/A | 0.111% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 1,142 | $173K | 0.0% | N/A | 0.018% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,439 | $218K | 0.0% | -48.7% | 0.023% | |
| 4/18/2025 | Financial Freedom LLC | 3,689 | $560K | 0.3% | +1,841.6% | 0.059% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,383 | $210K | 0.0% | N/A | 0.022% | |
| 4/17/2025 | Pacific Sun Financial Corp | 2,026 | $307K | 0.2% | +33.0% | 0.033% | |
| 4/17/2025 | Ritholtz Wealth Management | 479,873 | $72.80M | 2.2% | +8.7% | 7.715% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 40,893 | $6.20M | 1.2% | +2.9% | 0.657% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 19,605 | $2.97M | 0.4% | +4.1% | 0.315% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 1,697 | $257K | 0.0% | +25.0% | 0.027% | |
| 4/14/2025 | UMB Bank n.a. | 21,926 | $3.33M | 0.1% | -16.3% | 0.353% | |
| 4/9/2025 | Merit Financial Group LLC | 13,969 | $2.12M | 0.0% | +22.8% | 0.225% | |
| 4/9/2025 | Anderson Hoagland & Co. | 118,928 | $18.04M | 2.2% | -12.4% | 1.912% | |
| 4/8/2025 | Parallel Advisors LLC | 1,100 | $167K | 0.0% | N/A | 0.018% | |
| 4/7/2025 | AdvisorNet Financial Inc | 2,017 | $306K | 0.0% | +6.0% | 0.032% | |
| 4/1/2025 | Hobart Private Capital LLC | 22,162 | $3.36M | 0.8% | +6.7% | 0.356% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 2,190 | $332K | 0.1% | N/A | 0.035% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 2,261 | $372K | 0.4% | N/A | 0.036% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 77,817 | $12.79M | 0.3% | +40.4% | 1.253% | |
| 2/24/2025 | United Advisor Group LLC | 3,331 | $548K | 0.1% | -20.9% | 0.054% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 4,049 | $666K | 0.0% | +19.2% | 0.119% | |
| 2/17/2025 | Tidal Investments LLC | 6,706 | $1.10M | 0.0% | +71.4% | 0.197% | |
| 2/17/2025 | Fullcircle Wealth LLC | 8,609 | $1.51M | 0.6% | +102.0% | 0.253% | |
| 2/17/2025 | EP Wealth Advisors LLC | 634 | $104K | 0.0% | N/A | 0.019% | |
| 2/17/2025 | Cetera Investment Advisers | 270,390 | $44.44M | 0.1% | +4,627.1% | 7.953% | |
| 2/17/2025 | Bank of America Corp DE | 4,538 | $746K | 0.0% | N/A | 0.133% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,253 | $1.03M | 0.0% | -25.0% | 0.184% | |
| 2/14/2025 | Jane Street Group LLC | 3,689 | $606K | 0.0% | N/A | 0.109% | |
| 2/14/2025 | Comerica Bank | 9,012 | $1.48M | 0.0% | N/A | 0.265% | |
| 2/14/2025 | Transce3nd LLC | 199 | $33K | 0.0% | N/A | 0.006% | |
| 2/13/2025 | NewEdge Advisors LLC | 10,157 | $1.67M | 0.0% | +322.7% | 0.299% | |
| 2/13/2025 | Belpointe Asset Management LLC | 3,329 | $527K | 0.0% | -2.9% | 0.098% | |
| 2/13/2025 | Mariner LLC | 6,594 | $1.08M | 0.0% | +24.3% | 0.194% | |
| 2/13/2025 | Townsquare Capital LLC | 2,294 | $377K | 0.0% | N/A | 0.067% | |
| 2/13/2025 | Cerity Partners LLC | 2,366 | $389K | 0.0% | N/A | 0.070% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 81,235 | $13.35M | 0.0% | -1.2% | 2.389% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 5,177 | $851K | 0.1% | +25.5% | 0.152% | |
| 2/12/2025 | OLD Mission Capital LLC | 8,746 | $1.44M | 0.0% | N/A | 0.257% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 2,151 | $354K | 0.0% | +6.7% | 0.063% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 2,142 | $352K | 0.0% | N/A | 0.063% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 1,674 | $275K | 0.0% | +26.1% | 0.049% | |
| 2/11/2025 | LPL Financial LLC | 85,783 | $14.10M | 0.0% | +40.7% | 2.523% | |
| 2/11/2025 | Certus Wealth Management LLC | 8,375 | $1.47M | 1.0% | N/A | 0.246% | |
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| 2/11/2025 | Strategic Financial Services Inc. | 264,902 | $43.54M | 2.6% | -3.9% | 7.791% | |
| 2/10/2025 | Harbour Investments Inc. | 3,624 | $596K | 0.0% | +32.7% | 0.107% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 2,806 | $461K | 0.0% | +23.4% | 0.083% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 14,629 | $2.41M | 0.0% | +16.5% | 0.430% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,191 | $1.02M | 0.0% | +7.3% | 0.182% | |
| 2/10/2025 | Farther Finance Advisors LLC | 202 | $33K | 0.0% | N/A | 0.006% | |
| 2/7/2025 | PFG Advisors | 4,680 | $769K | 0.0% | +8.3% | 0.138% | |
| 2/7/2025 | Blake Schutter Theil Wealth Advisors LLC | 2,423 | $398K | 0.4% | -5.3% | 0.071% | |
| 2/6/2025 | Raymond James Financial Inc. | 67,444 | $11.09M | 0.0% | N/A | 1.984% | |
| 2/5/2025 | Noble Wealth Management PBC | 375 | $62K | 0.0% | N/A | 0.011% | |
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