| 6/3/2025 | Invst LLC | 13,597 | $391K | 0.1% | +9.2% | 1.259% | |
| 5/19/2025 | Jane Street Group LLC | 24,850 | $715K | 0.0% | N/A | 2.301% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 25,587 | $737K | 0.0% | N/A | 2.369% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,533 | $188K | 0.0% | +6.4% | 0.605% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,150 | $292K | 0.0% | N/A | 0.940% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 341,409 | $9.83M | 0.3% | N/A | 31.612% | |
| 5/13/2025 | HighTower Advisors LLC | 27,537 | $793K | 0.0% | N/A | 2.550% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,868 | $768K | 0.1% | +62.1% | 2.488% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,753 | $713K | 0.0% | +9.7% | 2.292% | |
| 5/7/2025 | LPL Financial LLC | 573,364 | $16.51M | 0.0% | +17.7% | 53.089% | |
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| 5/7/2025 | Semus Wealth Partners LLC | 59,926 | $1.73M | 1.2% | +26.0% | 5.549% | |
| 5/6/2025 | Assetmark Inc. | 157,900 | $4.55M | 0.0% | -3.3% | 14.620% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 13,080 | $377K | 0.2% | -35.5% | 1.211% | |
| 5/6/2025 | Cetera Investment Advisers | 262,582 | $7.56M | 0.0% | +15.1% | 24.313% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 12,384 | $357K | 0.1% | +12.0% | 1.147% | |
| 5/5/2025 | Willner & Heller LLC | 10,260 | $295K | 0.3% | +34.8% | 0.950% | |
| 4/30/2025 | Synergy Investment Management LLC | 6,293 | $181K | 0.1% | +22.2% | 0.583% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 258,237 | $7.44M | 0.2% | +7.3% | 23.911% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 912,457 | $26.27M | 0.0% | +15.2% | 84.487% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 8,484 | $244K | 0.0% | N/A | 0.786% | |
| 4/28/2025 | Detalus Advisors LLC | 11,802 | $340K | 0.1% | +57.2% | 1.093% | |
| 4/25/2025 | WJ Wealth Management LLC | 7,400 | $213K | 0.1% | N/A | 0.685% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 38,030 | $1.04M | 0.1% | N/A | 3.521% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 24,219 | $697K | 0.0% | N/A | 2.243% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 7,348 | $212K | 0.0% | N/A | 0.680% | |
| 4/23/2025 | Sheets Smith Wealth Management | 44,161 | $1.27M | 0.2% | +143.4% | 4.089% | |
| 4/23/2025 | Embree Financial Group | 16,205 | $467K | 0.1% | N/A | 1.500% | |
| 4/22/2025 | Madison Wealth Partners Inc | 7,802 | $225K | 0.1% | N/A | 0.722% | |
| 4/21/2025 | United Advisor Group LLC | 59,453 | $1.71M | 0.4% | +3.0% | 5.505% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 95,047 | $2.74M | 0.0% | +5.8% | 8.801% | |
| 4/15/2025 | Kelly Financial Services LLC | 33,402 | $962K | 0.3% | +18.3% | 3.093% | |
| 4/15/2025 | Integrated Advisors Network LLC | 56,657 | $1.63M | 0.1% | N/A | 5.246% | |
| 4/14/2025 | Park Avenue Securities LLC | 44,846 | $1.29M | 0.0% | +7.7% | 4.152% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 162,659 | $4.68M | 0.6% | +26.4% | 15.061% | |
| 4/10/2025 | Beacon Financial Group | 44,091 | $1.27M | 0.1% | -7.7% | 4.083% | |
| 4/10/2025 | EWG Elevate Inc. | 670,262 | $19.30M | 7.2% | +3.0% | 62.061% | |
| 4/9/2025 | SigFig Wealth Management LLC | 8,268 | $237K | 0.0% | +21.7% | 0.766% | |
| 2/24/2025 | United Advisor Group LLC | 57,703 | $1.75M | 0.3% | N/A | 5.343% | |
| 2/19/2025 | Invst LLC | 12,446 | $376K | 0.0% | N/A | 1.152% | |
| 2/18/2025 | Wick Capital Partners LLC | 6,916 | $209K | 0.1% | N/A | 0.640% | |
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| 2/17/2025 | Colonial Trust Co SC | 8,265 | $250K | 0.0% | N/A | 0.765% | |
| 2/17/2025 | Cetera Investment Advisers | 228,130 | $6.90M | 0.0% | N/A | 21.123% | |
| 2/17/2025 | Ameriprise Financial Inc. | 474,210 | $14.29M | 0.0% | N/A | 43.908% | |
| 2/14/2025 | LGT Financial Advisors LLC | 1,966 | $59K | 0.1% | N/A | 0.182% | |
| 2/14/2025 | Comerica Bank | 2,461 | $74K | 0.0% | N/A | 0.228% | |
| 2/14/2025 | Johnson Financial Group Inc. | 1,500 | $46K | 0.0% | N/A | 0.139% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 10,407 | $315K | 0.0% | -39.0% | 0.964% | |
| 2/14/2025 | MML Investors Services LLC | 61,460 | $1.86M | 0.0% | N/A | 5.691% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 13,264 | $413K | 0.0% | N/A | 1.228% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,139 | $186K | 0.0% | N/A | 0.568% | |
| 2/13/2025 | Maxwell Wealth Strategies Inc. | 14,355 | $434K | 0.2% | N/A | 1.329% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 792,324 | $23.97M | 0.0% | +5,590.3% | 73.363% | |
| 2/12/2025 | OLD Mission Capital LLC | 9,113 | $276K | 0.0% | N/A | 0.844% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 6,687 | $202K | 0.0% | N/A | 0.619% | |
| 2/12/2025 | JPMorgan Chase & Co. | 159,065 | $4.81M | 0.0% | N/A | 14.728% | |
| 2/11/2025 | LPL Financial LLC | 487,257 | $14.74M | 0.0% | N/A | 45.116% | |
| 2/11/2025 | SigFig Wealth Management LLC | 6,791 | $206K | 0.0% | N/A | 0.629% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 89,848 | $2.72M | 0.0% | N/A | 8.319% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 190,536 | $5.76M | 0.0% | N/A | 17.642% | |
| 2/7/2025 | Summit X LLC | 10,196 | $308K | 0.1% | N/A | 0.944% | |
| 2/6/2025 | Assetmark Inc. | 163,240 | $4.94M | 0.0% | N/A | 15.115% | |
| 2/6/2025 | Triad Wealth Partners LLC | 9,536 | $288K | 0.1% | N/A | 0.883% | |
| 2/6/2025 | Synergy Investment Management LLC | 5,150 | $156K | 0.1% | N/A | 0.477% | |
| 2/6/2025 | Detalus Advisors LLC | 7,508 | $227K | 0.1% | N/A | 0.695% | |
| 2/3/2025 | First Horizon Advisors Inc. | 1,014 | $31K | 0.0% | N/A | 0.094% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,251 | $38K | 0.0% | N/A | 0.116% | |
| 1/31/2025 | Semus Wealth Partners LLC | 47,569 | $1.44M | 1.0% | +62.7% | 4.405% | |
| 1/31/2025 | 3EDGE Asset Management LP | 51,251 | $1.55M | 0.1% | -58.4% | 4.745% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 16,575 | $501K | 0.0% | N/A | 1.535% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,555 | $682K | 0.0% | N/A | 2.088% | |
| 1/31/2025 | Sanctuary Advisors LLC | 59,455 | $1.84M | 0.0% | +120.9% | 5.505% | |
| 1/30/2025 | Quadrant Private Wealth Management LLC | 11,062 | $335K | 0.1% | N/A | 1.024% | |
| 1/30/2025 | ShoreHaven Wealth Partners LLC | 20,294 | $614K | 0.3% | N/A | 1.879% | |
| 1/29/2025 | Beacon Financial Group | 47,769 | $1.45M | 0.2% | N/A | 4.423% | |
| 1/24/2025 | JB Capital LLC | 21,599 | $653K | 0.0% | N/A | 2.000% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 240,746 | $7.28M | 0.2% | +303.5% | 22.291% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 128,638 | $3.89M | 0.5% | +43.8% | 11.911% | |
| 1/17/2025 | Sheets Smith Wealth Management | 18,145 | $549K | 0.1% | +27.3% | 1.680% | |
| 1/16/2025 | Willner & Heller LLC | 7,611 | $230K | 0.2% | N/A | 0.705% | |
| 1/16/2025 | Kelly Financial Services LLC | 28,240 | $854K | 0.3% | N/A | 2.615% | |
| 1/14/2025 | Park Avenue Securities LLC | 41,623 | $1.26M | 0.0% | N/A | 3.854% | |
| 1/13/2025 | EWG Elevate Inc. | 650,652 | $19.68M | 6.0% | +50.5% | 60.246% | |
| 11/25/2024 | Sanctuary Advisors LLC | 26,920 | $837K | 0.0% | N/A | 2.493% | |
| 11/15/2024 | Jane Street Group LLC | 9,748 | $296K | 0.0% | N/A | 0.903% | |
| 11/7/2024 | Semus Wealth Partners LLC | 29,241 | $888K | 0.6% | +141.4% | 2.708% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 17,063 | $518K | 0.0% | +2.0% | 1.580% | |
| 11/1/2024 | Sheets Smith Wealth Management | 14,253 | $433K | 0.1% | N/A | 1.320% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 89,487 | $2.72M | 0.4% | N/A | 8.286% | |
| 10/7/2024 | EWG Elevate Inc. | 432,353 | $13.13M | 5.3% | -1.5% | 40.033% | |
| 7/31/2024 | Semus Wealth Partners LLC | 12,112 | $358K | 0.3% | N/A | 1.121% | |
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| 7/16/2024 | EWG Elevate Inc. | 438,908 | $12.98M | 4.7% | N/A | 40.640% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 11,237 | $332K | 0.0% | N/A | 1.040% | |
| 7/10/2024 | Fortitude Family Office LLC | 2,807 | $83K | 0.0% | N/A | 0.260% | |
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