| 8/8/2025 | Cetera Investment Advisers | 82,396 | $3.98M | 0.0% | -3.6% | 1.099% | |
| 8/5/2025 | Bank of New York Mellon Corp | 548,255 | $26.47M | 0.0% | +27.7% | 7.310% | |
| 8/4/2025 | Assetmark Inc. | 214,649 | $10.36M | 0.0% | +6.4% | 2.862% | |
| 8/4/2025 | Arkadios Wealth Advisors | 7,663 | $370K | 0.0% | +26.9% | 0.102% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 123,126 | $5.95M | 0.0% | -13.8% | 1.642% | |
| 7/30/2025 | Strategic Blueprint LLC | 7,830 | $378K | 0.0% | +19.0% | 0.104% | |
| 7/30/2025 | Freedom Investment Management Inc. | 9,731 | $470K | 0.0% | -25.9% | 0.130% | |
| 7/29/2025 | RPOA Advisors Inc. | 4,717,403 | $227.78M | 6.1% | -3.5% | 62.899% | |
| 7/29/2025 | Crux Wealth Advisors | 45,956 | $2.22M | 0.9% | +141.5% | 0.613% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 55,134 | $2.66M | 1.1% | -6.0% | 0.735% | |
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| 7/25/2025 | Atria Wealth Solutions Inc. | 4,723 | $228K | 0.0% | -65.6% | 0.063% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,607 | $367K | 0.0% | -64.1% | 0.101% | |
| 7/25/2025 | MGO One Seven LLC | 5,732 | $277K | 0.0% | N/A | 0.076% | |
| 7/24/2025 | IFP Advisors Inc | 9,112 | $440K | 0.0% | +23.6% | 0.121% | |
| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 60,132 | $2.90M | 1.1% | +16.6% | 0.802% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 7,604 | $362K | 0.0% | +10.1% | 0.157% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 77,373 | $3.69M | 0.0% | -1.1% | 1.595% | |
| 5/15/2025 | OLD Mission Capital LLC | 8,140 | $388K | 0.0% | N/A | 0.201% | |
| 5/14/2025 | Freedom Investment Management Inc. | 13,132 | $625K | 0.1% | +4.8% | 0.324% | |
| 5/14/2025 | Flow Traders U.S. LLC | 12,528 | $597K | 0.0% | -2.5% | 0.309% | |
| 5/14/2025 | TFB Advisors LLC | 6,139 | $292K | 0.1% | +11.0% | 0.152% | |
| 5/13/2025 | Global View Capital Management LLC | 8,721 | $415K | 0.2% | -16.1% | 0.215% | |
| 5/13/2025 | HighTower Advisors LLC | 19,615 | $934K | 0.0% | -51.8% | 0.484% | |
| 5/9/2025 | Legacy Capital Group California Inc. | 5,485 | $261K | 0.1% | -58.9% | 0.135% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,729 | $654K | 0.0% | -3.0% | 0.339% | |
| 5/8/2025 | Arkadios Wealth Advisors | 6,040 | $288K | 0.0% | +3.9% | 0.149% | |
| 5/7/2025 | LPL Financial LLC | 102,586 | $4.89M | 0.0% | +10.4% | 2.533% | |
| 5/6/2025 | Assetmark Inc. | 201,755 | $9.61M | 0.0% | +0.4% | 4.982% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 58,641 | $2.79M | 1.3% | -9.6% | 1.448% | |
| 5/6/2025 | Cetera Investment Advisers | 85,504 | $4.07M | 0.0% | -34.9% | 2.111% | |
| 5/5/2025 | IFP Advisors Inc | 7,371 | $351K | 0.0% | +14.6% | 0.182% | |
| 5/1/2025 | Fulcrum Equity Management | 9,302 | $443K | 0.5% | -14.9% | 0.230% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 142,800 | $6.80M | 0.0% | -41.3% | 3.526% | |
| 4/29/2025 | Bank of New York Mellon Corp | 429,216 | $20.44M | 0.0% | +0.4% | 10.598% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 51,567 | $2.46M | 1.1% | +5.4% | 1.273% | |
| 4/22/2025 | World Equity Group Inc. | 29,774 | $1.42M | 0.4% | -21.9% | 0.400% | |
| 4/11/2025 | RPOA Advisors Inc. | 4,886,579 | $232.75M | 6.3% | -0.3% | 65.592% | |
| 3/24/2025 | Fulcrum Equity Management | 10,926 | $521K | 0.5% | -9.5% | 0.145% | |
| 2/18/2025 | Sunbelt Securities Inc. | 9,321 | $445K | 0.0% | +10.0% | 0.162% | |
| 2/17/2025 | CoreCap Advisors LLC | 48,570 | $2.32M | 0.1% | -22.1% | 0.845% | |
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| 2/17/2025 | Cetera Investment Advisers | 131,324 | $6.26M | 0.0% | -7.1% | 2.284% | |
| 2/17/2025 | Bank of America Corp DE | 687 | $33K | 0.0% | -56.6% | 0.012% | |
| 2/14/2025 | Jane Street Group LLC | 13,812 | $659K | 0.0% | -39.4% | 0.240% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 78,213 | $3.73M | 0.0% | +34.6% | 1.360% | |
| 2/14/2025 | MGO One Seven LLC | 4,662 | $222K | 0.0% | N/A | 0.081% | |
| 2/14/2025 | Freedom Investment Management Inc. | 12,527 | $597K | 0.0% | -23.8% | 0.218% | |
| 2/14/2025 | GeoWealth Management LLC | 1,703 | $81K | 0.0% | -27.9% | 0.030% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,621 | $507K | 0.0% | N/A | 0.185% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 243,193 | $11.60M | 0.0% | -4.7% | 4.229% | |
| 2/12/2025 | JPMorgan Chase & Co. | 65,013 | $3.10M | 0.0% | -39.9% | 1.131% | |
| 2/12/2025 | Sellwood Investment Partners LLC | 17,498 | $834K | 0.4% | N/A | 0.304% | |
| 2/11/2025 | LPL Financial LLC | 92,945 | $4.43M | 0.0% | +5.3% | 1.616% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 21,139 | $1.01M | 0.0% | -26.1% | 0.368% | |
| 2/7/2025 | HighTower Advisors LLC | 40,737 | $1.94M | 0.0% | +0.8% | 0.708% | |
| 2/7/2025 | Global View Capital Management LLC | 10,397 | $497K | 0.2% | N/A | 0.181% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,621 | $507K | 0.0% | N/A | 0.185% | |
| 2/6/2025 | Atria Investments Inc | 8,104 | $386K | 0.0% | +25.8% | 0.141% | |
| 2/6/2025 | Assetmark Inc. | 200,964 | $9.58M | 0.0% | +8.2% | 3.495% | |
| 2/5/2025 | Heritage Oak Wealth Advisors LLC | 48,904 | $2.33M | 1.1% | N/A | 0.851% | |
| 2/4/2025 | Bank of New York Mellon Corp | 427,650 | $20.40M | 0.0% | +1.1% | 7.437% | |
| 2/4/2025 | World Equity Group Inc. | 38,145 | $1.82M | 0.4% | +765.8% | 0.663% | |
| 2/3/2025 | VisionPoint Advisory Group LLC | 1,648 | $79K | 0.0% | -23.9% | 0.029% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,155 | $680K | 0.0% | -41.2% | 0.246% | |
| 1/30/2025 | ShoreHaven Wealth Partners LLC | 64,880 | $3.09M | 1.5% | +19.9% | 1.128% | |
| 1/29/2025 | TFB Advisors LLC | 5,530 | $264K | 0.1% | +10.3% | 0.096% | |
| 1/24/2025 | Symphony Financial Ltd. Co. | 6,540 | $315K | 0.0% | N/A | 0.114% | |
| 1/23/2025 | Strategic Blueprint LLC | 6,727 | $321K | 0.0% | -4.6% | 0.117% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 6,906 | $329K | 0.0% | +71.5% | 0.120% | |
| 1/17/2025 | New Century Financial Group LLC | 17,067 | $818K | 0.3% | -2.5% | 0.297% | |
| 1/15/2025 | Arkadios Wealth Advisors | 5,813 | $277K | 0.0% | +12.7% | 0.101% | |
| 1/15/2025 | RPOA Advisors Inc. | 4,901,160 | $233.74M | 6.3% | +6.2% | 85.238% | |
| 12/26/2024 | JPMorgan Chase & Co. | 108,209 | $5.29M | 0.0% | +472.1% | 1.882% | |
| 11/18/2024 | Sunbelt Securities Inc. | 8,474 | $414K | 0.0% | +63.2% | 0.147% | |
| 11/15/2024 | Jane Street Group LLC | 22,776 | $1.11M | 0.0% | -65.7% | 0.396% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 58,088 | $2.84M | 0.0% | +57.0% | 1.010% | |
| 11/15/2024 | HighTower Advisors LLC | 40,423 | $1.98M | 0.0% | +82.4% | 0.703% | |
| 11/13/2024 | Freedom Investment Management Inc. | 16,445 | $803K | 0.1% | -4.7% | 0.286% | |
| 11/8/2024 | First Horizon Advisors Inc. | 613 | $30K | 0.0% | +62.2% | 0.011% | |
| 11/1/2024 | Assetmark Inc. | 185,760 | $9.07M | 0.0% | +14.4% | 3.231% | |
| 10/31/2024 | TFB Advisors LLC | 5,014 | $245K | 0.1% | N/A | 0.087% | |
| 10/30/2024 | World Equity Group Inc. | 4,406 | $215K | 0.1% | -8.2% | 0.077% | |
| 10/25/2024 | Strategic Blueprint LLC | 7,050 | $344K | 0.0% | -9.4% | 0.123% | |
| 10/24/2024 | ShoreHaven Wealth Partners LLC | 54,095 | $2.64M | 1.3% | +250.0% | 0.941% | |
| 10/24/2024 | Arkadios Wealth Advisors | 5,158 | $252K | 0.0% | N/A | 0.090% | |
| 10/23/2024 | Legacy Capital Group California Inc. | 13,475 | $658K | 0.2% | +73.3% | 0.234% | |
| 10/19/2024 | New Century Financial Group LLC | 17,501 | $855K | 0.3% | N/A | 0.304% | |
| 10/7/2024 | RPOA Advisors Inc. | 4,612,873 | $225.34M | 6.0% | +1.0% | 80.224% | |
| 8/28/2024 | Heritage Oak Wealth Advisors LLC | 35,758 | $1.69M | 0.9% | N/A | 0.622% | |
| 8/22/2024 | Cetera Investment Advisers | 91,871 | $4.33M | 0.0% | +18.9% | 1.598% | |
| 8/16/2024 | Sunbelt Securities Inc. | 5,191 | $245K | 0.0% | +21.4% | 0.090% | |
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| 8/8/2024 | Envestnet Asset Management Inc. | 164,960 | $7.78M | 0.0% | +15.1% | 2.869% | |
| 8/8/2024 | CoreCap Advisors LLC | 65,193 | $3.08M | 0.3% | N/A | 1.134% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 4,516 | $213K | 0.0% | N/A | 0.079% | |
| 7/27/2024 | Strategic Blueprint LLC | 7,782 | $367K | 0.0% | +7.0% | 0.135% | |
| 7/26/2024 | Bank of New York Mellon Corp | 216,274 | $10.20M | 0.0% | +36.8% | 3.761% | |
| 7/24/2024 | ShoreHaven Wealth Partners LLC | 15,454 | $729K | 0.4% | -54.4% | 0.269% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 21,802 | $1.03M | 0.0% | +33.9% | 0.379% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 7,776 | $367K | 0.1% | -5.9% | 0.135% | |
| 7/19/2024 | World Equity Group Inc. | 4,799 | $226K | 0.1% | N/A | 0.083% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 26,189 | $1.24M | 0.0% | +33.1% | 0.455% | |
