| 8/15/2025 | High Falls Advisors Inc | 6,665 | $201K | 0.0% | N/A | 0.056% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 8,022 | $242K | 0.0% | -11.3% | 0.068% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 20,957 | $631K | 0.0% | +45.4% | 0.177% | |
| 8/15/2025 | MML Investors Services LLC | 119,940 | $3.61M | 0.0% | +82.3% | 1.015% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,100,552 | $33.14M | 0.0% | +0.8% | 9.311% | |
| 8/14/2025 | Jane Street Group LLC | 12,295 | $370K | 0.0% | -50.5% | 0.104% | |
| 8/14/2025 | NewEdge Advisors LLC | 11,902 | $358K | 0.0% | +82.2% | 0.101% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,735 | $203K | 0.0% | +862.1% | 0.057% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 999 | $30K | 0.0% | N/A | 0.008% | |
| 8/12/2025 | CreativeOne Wealth LLC | 74,681 | $2.25M | 0.1% | N/A | 0.632% | |
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| 8/12/2025 | JPMorgan Chase & Co. | 290,031 | $8.73M | 0.0% | +52.4% | 2.454% | |
| 8/11/2025 | Semus Wealth Partners LLC | 62,434 | $1.88M | 1.2% | +4.2% | 0.528% | |
| 8/11/2025 | United Advisor Group LLC | 62,944 | $1.90M | 0.3% | +5.9% | 0.533% | |
| 8/8/2025 | Cetera Investment Advisers | 449,832 | $13.54M | 0.0% | +71.3% | 3.806% | |
| 8/8/2025 | Wealth Quarterback LLC | 13,830 | $416K | 0.2% | N/A | 0.117% | |
| 8/7/2025 | Summit X LLC | 17,763 | $535K | 0.1% | +71.3% | 0.150% | |
| 8/6/2025 | Quadrant Private Wealth Management LLC | 17,202 | $518K | 0.1% | +38.9% | 0.146% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 1,046,952 | $31.52M | 0.5% | +206.7% | 8.857% | |
| 8/4/2025 | Assetmark Inc. | 277,345 | $8.35M | 0.0% | +75.6% | 2.346% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,512,958 | $45.56M | 0.0% | +65.8% | 12.843% | |
| 7/30/2025 | LGT Financial Advisors LLC | 3,361 | $101K | 0.3% | +74.8% | 0.029% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 36,372 | $1.10M | 0.4% | +178.1% | 0.311% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 12,668 | $381K | 0.0% | +72.4% | 0.108% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 16,899 | $509K | 0.0% | -31.7% | 0.144% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 174,325 | $5.25M | 0.0% | +83.4% | 1.490% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 46,930 | $1.41M | 0.0% | +93.8% | 0.397% | |
| 7/24/2025 | JB Capital LLC | 62,626 | $1.89M | 0.1% | +114.1% | 0.537% | |
| 7/23/2025 | Detalus Advisors LLC | 15,791 | $475K | 0.1% | +33.8% | 0.135% | |
| 7/22/2025 | Willner & Heller LLC | 9,641 | $290K | 0.2% | -6.0% | 0.083% | |
| 7/21/2025 | Triad Wealth Partners LLC | 36,298 | $1.09M | 0.2% | +114.1% | 0.311% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 171,827 | $5.17M | 0.6% | +5.6% | 1.474% | |
| 7/18/2025 | SigFig Wealth Management LLC | 11,731 | $351K | 0.0% | +41.9% | 0.101% | |
| 7/17/2025 | Kelly Financial Services LLC | 38,486 | $1.16M | 0.3% | +15.2% | 0.332% | |
| 7/16/2025 | Embree Financial Group | 7,086 | $213K | 0.0% | -56.3% | 0.061% | |
| 7/15/2025 | EWG Elevate Inc. | 731,859 | $22.04M | 6.8% | +9.2% | 6.320% | |
| 7/15/2025 | Sheets Smith Wealth Management | 43,561 | $1.31M | 0.2% | -1.4% | 0.376% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 277,949 | $8.37M | 0.2% | +7.6% | 2.400% | |
| 7/14/2025 | Park Avenue Securities LLC | 71,785 | $2.16M | 0.0% | +60.1% | 0.620% | |
| 7/9/2025 | Beacon Financial Group | 59,402 | $1.79M | 0.2% | +34.7% | 0.509% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 25,587 | $737K | 0.0% | N/A | 0.241% | |
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| 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% | |
| 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% | |
| 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% | |
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| 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% | |
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