| 5/21/2025 | Geneos Wealth Management Inc. | 11,488 | $600K | 0.0% | +81.7% | 0.075% | |
| 5/20/2025 | Integrity Alliance LLC. | 197,015 | $10.29M | 0.4% | N/A | 1.288% | |
| 5/19/2025 | Jane Street Group LLC | 19,752 | $1.03M | 0.0% | -76.7% | 0.129% | |
| 5/16/2025 | HFM Investment Advisors LLC | 190,460 | $9.95M | 2.9% | N/A | 1.245% | |
| 5/16/2025 | Copperleaf Capital LLC | 21,453 | $1.12M | 0.7% | -2.4% | 0.140% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,832 | $252K | 0.0% | N/A | 0.032% | |
| 5/15/2025 | Betterment LLC | 75,715 | $3.96M | 0.0% | +18.6% | 0.495% | |
| 5/14/2025 | Note Advisors LLC | 19,887 | $1.04M | 0.9% | +16.5% | 0.130% | |
| 5/14/2025 | CreativeOne Wealth LLC | 15,219 | $795K | 0.0% | +41.5% | 0.099% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 910,088 | $47.55M | 6.5% | -0.2% | 5.948% | |
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| 5/14/2025 | Smartleaf Asset Management LLC | 20,282 | $1.06M | 0.1% | +1.9% | 0.133% | |
| 5/13/2025 | Elequin Capital LP | 3,238 | $169K | 0.0% | -82.5% | 0.021% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 26,263 | $1.37M | 0.1% | +24.8% | 0.172% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 186,222 | $9.73M | 0.3% | +0.3% | 1.217% | |
| 5/13/2025 | HighTower Advisors LLC | 419,560 | $21.92M | 0.0% | +4.0% | 2.742% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 155,983 | $8.18M | 0.6% | +4.5% | 1.019% | |
| 5/12/2025 | Virtu Financial LLC | 10,535 | $550K | 0.0% | N/A | 0.069% | |
| 5/9/2025 | PrairieView Partners LLC | 831,148 | $43.43M | 4.5% | +4.2% | 5.432% | |
| 5/8/2025 | Tillman Hartley LLC | 7,300 | $381K | 0.1% | N/A | 0.048% | |
| 5/6/2025 | Assetmark Inc. | 258,444 | $13.50M | 0.0% | -2.8% | 1.689% | |
| 5/6/2025 | Grand Wealth Management LLC | 4,357 | $228K | 0.1% | +726.8% | 0.028% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 153,243 | $8.01M | 6.4% | +6.2% | 1.002% | |
| 5/5/2025 | Millstone Evans Group LLC | 12,264 | $641K | 0.4% | +5.5% | 0.080% | |
| 5/5/2025 | IFP Advisors Inc | 12,771 | $667K | 0.0% | +10.8% | 0.083% | |
| 5/5/2025 | Private Advisor Group LLC | 198,409 | $10.37M | 0.1% | +221.3% | 1.297% | |
| 5/2/2025 | Concord Wealth Partners | 1,587 | $83K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | SageOak Financial LLC | 211,526 | $11.05M | 9.8% | +38.2% | 1.374% | |
| 5/1/2025 | United Wealth Management LLC | 591,219 | $30.89M | 9.7% | +2.5% | 3.864% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 2,440 | $127K | 0.1% | N/A | 0.016% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 69,981 | $3.66M | 2.7% | +26.8% | 0.457% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 190,168 | $9.94M | 0.0% | +14.0% | 1.243% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 105,110 | $5.49M | 0.1% | +17.9% | 0.687% | |
| 4/28/2025 | Clune & Associates LTD. | 4,296 | $224K | 0.1% | N/A | 0.028% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 153,341 | $8.01M | 2.4% | +8.6% | 1.002% | |
| 4/25/2025 | Oceanside Advisors LLC | 5,809 | $304K | 0.2% | +6.4% | 0.038% | |
| 4/25/2025 | Yardley Wealth Management LLC | 186,698 | $9.76M | 5.7% | -14.8% | 1.220% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 105,808 | $5.53M | 0.7% | -1.4% | 0.692% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 8,813 | $460K | 0.3% | -24.8% | 0.058% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 550,450 | $28.76M | 12.8% | +2.9% | 3.621% | |
| 4/23/2025 | Mattern Wealth Management LLC | 301,847 | $15.77M | 3.5% | +7.3% | 1.986% | |
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| 4/23/2025 | Helen Stephens Group LLC | 4,105 | $214K | 0.1% | N/A | 0.027% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 5,282 | $276K | 0.1% | +19.5% | 0.035% | |
| 4/23/2025 | Vantage Point Financial LLC | 82,953 | $4.33M | 2.2% | +9.0% | 0.546% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,976 | $260K | 0.0% | +7.1% | 0.033% | |
| 4/22/2025 | Aspire Private Capital LLC | 8,763 | $458K | 0.1% | +40.3% | 0.058% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,584 | $710K | 0.0% | +1.7% | 0.089% | |
| 4/21/2025 | Wealthspan Partners LLC | 12,547 | $656K | 0.3% | -48.1% | 0.083% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 397,836 | $20.79M | 3.5% | N/A | 2.600% | |
| 4/18/2025 | Planning Center Inc. | 1,235,376 | $64.55M | 7.6% | +4.7% | 8.074% | |
| 4/17/2025 | Sowell Financial Services LLC | 26,047 | $1.36M | 0.1% | +5.2% | 0.170% | |
| 4/17/2025 | Verisail Partners LLC | 381,160 | $19.92M | 9.2% | +2.9% | 2.491% | |
| 4/17/2025 | Stewardship Advisors LLC | 11,897 | $622K | 0.2% | +15.9% | 0.078% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 4,901 | $256K | 0.1% | -11.9% | 0.032% | |
| 4/16/2025 | Lam Group Inc. | 41,125 | $2.15M | 1.6% | -35.2% | 0.269% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 4,643 | $243K | 0.2% | N/A | 0.030% | |
| 4/15/2025 | Greenwood Capital Associates LLC | 6,026 | $315K | 0.0% | N/A | 0.039% | |
| 4/15/2025 | Two West Capital Advisors LLC | 4,095 | $213K | 0.2% | N/A | 0.027% | |
| 4/15/2025 | Simplicity Wealth LLC | 73,317 | $3.83M | 0.3% | N/A | 0.479% | |
| 4/14/2025 | Farther Finance Advisors LLC | 27,725 | $1.45M | 0.0% | +56.2% | 0.181% | |
| 4/14/2025 | Park Avenue Securities LLC | 90,183 | $4.71M | 0.1% | +0.7% | 0.589% | |
| 4/11/2025 | KFG Wealth Management LLC | 4,460 | $233K | 0.0% | -15.8% | 0.029% | |
| 4/10/2025 | Apella Capital LLC | 936,969 | $48.67M | 1.7% | +186.3% | 6.205% | |
| 4/9/2025 | RFG Advisory LLC | 6,086 | $318K | 0.0% | -47.0% | 0.040% | |
| 3/14/2025 | Tableaux LLC | 35,851 | $1.88M | 1.6% | N/A | 0.266% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 141,211 | $7.39M | 3.8% | N/A | 1.046% | |
| 2/18/2025 | Elequin Capital LP | 18,511 | $968K | 0.1% | N/A | 0.137% | |
| 2/18/2025 | Note Advisors LLC | 17,070 | $893K | 0.8% | N/A | 0.126% | |
| 2/17/2025 | Clarity Asset Management Inc. | 1,710 | $89K | 0.1% | N/A | 0.013% | |
| 2/17/2025 | Citadel Advisors LLC | 85,099 | $4.45M | 0.0% | +153.4% | 0.630% | |
| 2/17/2025 | Bank of America Corp DE | 143,625 | $7.51M | 0.0% | +16.6% | 1.064% | |
| 2/14/2025 | Jane Street Group LLC | 84,809 | $4.44M | 0.0% | -35.3% | 0.628% | |
| 2/14/2025 | Betterment LLC | 63,855 | $3.34M | 0.0% | +2.1% | 0.473% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 89,145 | $4.66M | 0.1% | +36.8% | 0.660% | |
| 2/14/2025 | GeoWealth Management LLC | 291,681 | $15.26M | 0.5% | +40,131.9% | 2.161% | |
| 2/13/2025 | Verisail Partners LLC | 370,423 | $19.38M | 9.1% | N/A | 2.744% | |
| 2/13/2025 | CreativeOne Wealth LLC | 10,755 | $563K | 0.0% | +27.7% | 0.080% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 166,747 | $8.72M | 0.0% | +8.3% | 1.235% | |
| 2/12/2025 | Grand Wealth Management LLC | 527 | $28K | 0.0% | N/A | 0.004% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 53,672 | $2.81M | 0.0% | +27.8% | 0.398% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 4,420 | $231K | 0.0% | N/A | 0.033% | |
| 2/11/2025 | Millstone Evans Group LLC | 11,621 | $608K | 0.4% | N/A | 0.086% | |
| 2/11/2025 | SageOak Financial LLC | 153,078 | $8.01M | 7.3% | N/A | 1.134% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 4,197 | $220K | 0.0% | N/A | 0.031% | |
| 2/10/2025 | Yardley Wealth Management LLC | 219,254 | $11.53M | 5.6% | +21.9% | 1.624% | |
| 2/10/2025 | United Wealth Management LLC | 576,800 | $30.18M | 10.2% | N/A | 4.273% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 118,367 | $6.19M | 0.0% | +20.9% | 0.877% | |
| 2/10/2025 | Farther Finance Advisors LLC | 17,755 | $929K | 0.0% | +71.7% | 0.132% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 21,038 | $1.10M | 0.1% | +14.6% | 0.156% | |
| 2/7/2025 | HighTower Advisors LLC | 403,426 | $21.11M | 0.0% | +4.0% | 2.988% | |
| 2/7/2025 | Sowell Financial Services LLC | 24,760 | $1.30M | 0.1% | +21.9% | 0.183% | |
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| 2/7/2025 | Babb Wealth Advisors LLC | 144,249 | $7.55M | 6.1% | N/A | 1.069% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 185,619 | $9.71M | 0.3% | +1.3% | 1.375% | |
| 2/6/2025 | Assetmark Inc. | 265,851 | $13.91M | 0.0% | -1.6% | 1.969% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 19,901 | $1.04M | 0.1% | +8.5% | 0.147% | |
| 2/4/2025 | IFP Advisors Inc | 11,521 | $603K | 0.0% | +13.7% | 0.085% | |
| 2/3/2025 | Private Advisor Group LLC | 61,748 | $3.23M | 0.0% | +1,139.9% | 0.464% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 149,220 | $7.81M | 0.3% | +64.4% | 1.122% | |
| 1/31/2025 | Kestra Investment Management LLC | 5,477 | $287K | 0.0% | N/A | 0.041% | |
| 1/31/2025 | Truist Financial Corp | 56,512 | $2.96M | 0.0% | +11.6% | 0.425% | |
| 1/30/2025 | Copperleaf Capital LLC | 21,971 | $1.15M | 0.7% | +31.6% | 0.165% | |
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