| 9/4/2025 | Osaic Holdings Inc. | 2,969 | $153K | 0.0% | +111.2% | 0.009% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 485 | $25K | 0.0% | N/A | 0.001% | |
| 8/15/2025 | Corient Private Wealth LLC | 197,604 | $10.19M | 0.0% | -18.7% | 0.607% | |
| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 48,166 | $2.48M | 0.6% | -60.9% | 0.148% | |
| 8/15/2025 | MML Investors Services LLC | 72,378 | $3.73M | 0.0% | +14.7% | 0.222% | |
| 8/14/2025 | Raymond James Financial Inc. | 35,803 | $1.85M | 0.0% | +33.8% | 0.110% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 250,786 | $12.93M | 1.0% | +2.9% | 0.770% | |
| 8/13/2025 | Flow Traders U.S. LLC | 11,278 | $582K | 0.0% | N/A | 0.035% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 12,080 | $623K | 0.0% | -25.3% | 0.037% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,056,415 | $54.48M | 0.0% | +9.5% | 3.246% | |
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| 8/13/2025 | Maia Wealth LLC | 20,908 | $1.08M | 0.2% | N/A | 0.064% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 745 | $38K | 0.0% | -39.0% | 0.002% | |
| 8/12/2025 | Burk Holdings LLC | 28,863 | $1.49M | 0.9% | N/A | 0.089% | |
| 8/12/2025 | American Century Companies Inc. | 349,401 | $18.02M | 0.0% | +7.8% | 1.073% | |
| 8/12/2025 | JPMorgan Chase & Co. | 64,720 | $3.34M | 0.0% | +271.7% | 0.199% | |
| 8/11/2025 | Paul R. Ried Financial Group LLC | 82,389 | $4.25M | 2.6% | +256.9% | 0.260% | |
| 8/8/2025 | Tortoise Investment Management LLC | 16,353 | $843K | 0.1% | -12.2% | 0.052% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 35,622 | $1.84M | 0.0% | -18.6% | 0.113% | |
| 8/8/2025 | Creative Planning | 617,070 | $31.82M | 0.0% | +271.3% | 1.950% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 181,846 | $9.38M | 0.1% | +6.2% | 0.575% | |
| 8/6/2025 | Disciplined Investors L.L.C. | 15,697 | $809K | 0.6% | +4.9% | 0.050% | |
| 8/6/2025 | AE Wealth Management LLC | 466,122 | $24.04M | 0.2% | +24.2% | 1.473% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 177,086 | $9.13M | 0.2% | -69.7% | 0.560% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 32,968 | $1.70M | 0.7% | +6.2% | 0.104% | |
| 8/5/2025 | Claro Advisors LLC | 7,270 | $375K | 0.1% | -41.1% | 0.023% | |
| 8/5/2025 | Atlas Wealth LLC | 21,430 | $1.13M | 0.4% | +28.4% | 0.068% | |
| 8/5/2025 | Mason Investment Advisory Services Inc. | 3,515,423 | $181.29M | 9.9% | +2.8% | 11.107% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 8,319 | $446K | 0.0% | +5.1% | 0.026% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 4,290 | $226K | 0.1% | N/A | 0.014% | |
| 8/4/2025 | Haven Private LLC | 45,576 | $2.35M | 1.0% | -26.6% | 0.144% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,591,513 | $649.34M | 0.2% | +9.7% | 39.784% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 123,199 | $6.35M | 0.1% | +22.2% | 0.389% | |
| 7/31/2025 | Curio Wealth LLC | 13,068 | $674K | 0.3% | +100,423.1% | 0.041% | |
| 7/31/2025 | CAP Partners LLC | 61,866 | $3.19M | 2.0% | +5.5% | 0.195% | |
| 7/30/2025 | EnRich Financial Partners LLC | 13,872 | $715K | 0.2% | N/A | 0.044% | |
| 7/30/2025 | Freedom Investment Management Inc. | 194,578 | $10.03M | 0.8% | +17.7% | 0.615% | |
| 7/30/2025 | Clune & Associates LTD. | 14,538 | $750K | 0.2% | +32.0% | 0.046% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 60,957 | $3.34M | 0.1% | +4.6% | 0.193% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 22,259 | $1.15M | 0.2% | +2.0% | 0.070% | |
| 7/29/2025 | Aire Advisors LLC | 52,612 | $2.71M | 0.5% | +85.4% | 0.166% | |
|
| 7/25/2025 | Ruedi Wealth Management Inc. | 19,774 | $1.02M | 0.3% | +719.5% | 0.062% | |
| 7/25/2025 | Lion Street Advisors LLC | 9,214 | $475K | 0.1% | +10.0% | 0.029% | |
| 7/25/2025 | Stephens Consulting LLC | 10,918 | $563K | 0.1% | +90.0% | 0.034% | |
| 7/25/2025 | PrairieView Partners LLC | 468,157 | $24.14M | 2.3% | +19.9% | 1.479% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 40,765 | $2.10M | 1.0% | +37.1% | 0.129% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 3,653 | $188K | 0.0% | N/A | 0.012% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 5,125 | $264K | 0.0% | -41.5% | 0.016% | |
| 7/23/2025 | Wheelhouse Advisory Group LLC | 139,517 | $7.20M | 3.6% | +9.5% | 0.441% | |
| 7/23/2025 | Wealth Management Nebraska | 827,779 | $42.69M | 6.0% | +20.2% | 2.615% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 47,601 | $2.46M | 0.3% | N/A | 0.150% | |
| 7/22/2025 | Simplicity Wealth LLC | 421,028 | $21.71M | 0.9% | +111.9% | 1.330% | |
| 7/22/2025 | Berger Financial Group Inc | 268,275 | $13.84M | 0.9% | +4.0% | 0.848% | |
| 7/21/2025 | Mendota Financial Group LLC | 18,714 | $965K | 0.9% | N/A | 0.059% | |
| 7/18/2025 | Benchmark Wealth Management LLC | 7,690 | $397K | 0.2% | +37.8% | 0.024% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 64,363 | $3.46M | 1.7% | -6.2% | 0.203% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 560,988 | $28.93M | 6.3% | +1.0% | 1.781% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 24,127 | $1.24M | 0.4% | +27.3% | 0.077% | |
| 7/17/2025 | Northwest Wealth Management LLC | 105,753 | $5.45M | 1.0% | +8.6% | 0.336% | |
| 7/17/2025 | LexAurum Advisors LLC | 122,148 | $6.30M | 1.0% | +316.0% | 0.388% | |
| 7/17/2025 | HB Wealth Management LLC | 29,050 | $1.50M | 0.0% | +26.3% | 0.092% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 43,032 | $2.22M | 0.3% | N/A | 0.137% | |
| 7/17/2025 | Claris Advisors LLC MO | 16,580 | $855K | 0.3% | N/A | 0.053% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 12,312 | $635K | 0.1% | -32.7% | 0.039% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 4,486 | $231K | 0.0% | N/A | 0.014% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 27,782 | $1.43M | 0.2% | +7.3% | 0.088% | |
| 7/15/2025 | Level Financial Advisors | 66,326 | $3.42M | 1.1% | +9.0% | 0.211% | |
| 7/15/2025 | Evanson Asset Management LLC | 16,646 | $858K | 0.1% | +115.7% | 0.053% | |
| 7/15/2025 | Axis Wealth Partners LLC | 12,892 | $665K | 0.4% | +9.8% | 0.041% | |
| 7/14/2025 | CRA Financial Services LLC | 14,142 | $729K | 0.1% | -15.9% | 0.045% | |
| 7/14/2025 | Park Avenue Securities LLC | 194,290 | $10.02M | 0.1% | N/A | 0.618% | |
| 7/11/2025 | Ridgeline Wealth LLC | 64,202 | $3.31M | 2.7% | N/A | 0.204% | |
| 7/11/2025 | Farther Finance Advisors LLC | 44,416 | $2.29M | 0.0% | +21.6% | 0.141% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 100,376 | $5.18M | 1.6% | +2.8% | 0.319% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 42,241 | $2.18M | 0.5% | -13.6% | 0.134% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,555 | $408K | 0.0% | -8.9% | 0.024% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 51,608 | $2.66M | 0.2% | +7.7% | 0.164% | |
| 7/9/2025 | Sunpointe LLC | 14,383 | $742K | 0.3% | -26.6% | 0.046% | |
| 7/9/2025 | GEM Asset Management LLC | 5,659 | $301K | 0.2% | -13.4% | 0.018% | |
| 7/3/2025 | Lam Group Inc. | 10,100 | $521K | 0.3% | +5.3% | 0.032% | |
| 5/20/2025 | Focus Partners Wealth | 4,137 | $200K | 0.0% | -28.5% | 0.014% | |
| 5/19/2025 | Jane Street Group LLC | 6,112 | $296K | 0.0% | -56.0% | 0.020% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 29,036 | $1.41M | 0.3% | +5.0% | 0.096% | |
| 5/16/2025 | Jones Financial Companies Lllp | 41,861 | $2.03M | 0.0% | +1,676.8% | 0.138% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 121,059 | $5.86M | 0.5% | -2.6% | 0.400% | |
| 5/15/2025 | Family Office Research LLC | 54,297 | $2.63M | 1.3% | -4.5% | 0.179% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 100,852 | $4.88M | 0.1% | +13.2% | 0.333% | |
| 5/15/2025 | Tortoise Investment Management LLC | 18,628 | $902K | 0.1% | -14.3% | 0.062% | |
| 5/14/2025 | Freedom Investment Management Inc. | 165,365 | $8.00M | 0.7% | +0.1% | 0.552% | |
| 5/14/2025 | B&D White Capital Company LLC | 164,209 | $7.95M | 1.1% | +119.4% | 0.548% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 964,898 | $46.70M | 0.0% | +14.7% | 3.223% | |
|
| 5/13/2025 | American Century Companies Inc. | 323,972 | $15.68M | 0.0% | +6.5% | 1.082% | |
| 5/13/2025 | Ariadne Wealth Management LP | 32,056 | $1.55M | 0.8% | -15.2% | 0.107% | |
| 5/12/2025 | Aveo Capital Partners LLC | 164,538 | $7.74M | 1.3% | +26.4% | 0.550% | |
| 5/12/2025 | Berger Financial Group Inc | 257,973 | $12.49M | 0.9% | +17.1% | 0.862% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 58,249 | $2.74M | 0.1% | +5.2% | 0.195% | |
| 5/9/2025 | PrairieView Partners LLC | 390,435 | $18.90M | 2.0% | -8.4% | 1.304% | |
| 5/9/2025 | Haven Private LLC | 62,118 | $3.01M | 1.7% | -2.3% | 0.207% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 29,723 | $1.44M | 0.8% | +14.0% | 0.099% | |
| 5/8/2025 | CAP Partners LLC | 58,644 | $2.84M | 2.1% | -32.1% | 0.196% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 171,155 | $8.28M | 0.2% | +2.9% | 0.572% | |
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