| 8/27/2025 | Orion Porfolio Solutions LLC | 17,414 | $1.17M | 0.0% | +10.4% | 0.034% | |
| 8/19/2025 | Advisory Services Network LLC | 64,868 | $4.24M | 0.1% | +35.2% | 0.125% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 141,363 | $9.51M | 5.8% | +5.8% | 0.272% | |
| 8/15/2025 | Captrust Financial Advisors | 32,457 | $2.18M | 0.0% | -66.1% | 0.062% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 17,414 | $1.17M | 0.0% | +10.4% | 0.034% | |
| 8/15/2025 | MML Investors Services LLC | 201,283 | $13.55M | 0.0% | -19.5% | 0.387% | |
| 8/15/2025 | IHT Wealth Management LLC | 34,096 | $2.30M | 0.1% | -31.4% | 0.066% | |
| 8/15/2025 | Bcwm LLC | 10,163 | $684K | 0.2% | -43.2% | 0.020% | |
| 8/15/2025 | BNP Paribas Financial Markets | 218,107 | $14.68M | 0.0% | +86.0% | 0.420% | |
| 8/15/2025 | Bank of America Corp DE | 1,263,638 | $85.04M | 0.0% | +12.1% | 2.432% | |
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| 8/15/2025 | Ameriprise Financial Inc. | 130,088 | $8.77M | 0.0% | -75.8% | 0.250% | |
| 8/14/2025 | Raymond James Financial Inc. | 230,071 | $15.48M | 0.0% | -2.1% | 0.443% | |
| 8/14/2025 | Quantinno Capital Management LP | 4,123 | $277K | 0.0% | N/A | 0.008% | |
| 8/14/2025 | Alliancebernstein L.P. | 245,797 | $16.54M | 0.0% | +1.1% | 0.473% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 62,092 | $4.18M | 0.3% | +18.0% | 0.120% | |
| 8/14/2025 | FWL Investment Management LLC | 3,305 | $222K | 0.1% | -15.6% | 0.006% | |
| 8/14/2025 | BlackDiamond Wealth Management LLC | 8,313 | $555K | 0.3% | N/A | 0.016% | |
| 8/13/2025 | Allium Financial Advisors LLC | 6,169 | $415K | 0.3% | -28.5% | 0.012% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,438 | $231K | 0.0% | -17.7% | 0.007% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 539 | $36K | 0.0% | +6,637.5% | 0.001% | |
| 8/12/2025 | RiverFront Investment Group LLC | 58,587 | $3.94M | 0.1% | +35.8% | 0.113% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,580 | $308K | 0.0% | -4.1% | 0.009% | |
| 8/12/2025 | JPMorgan Chase & Co. | 170,464 | $11.47M | 0.0% | -94.0% | 0.328% | |
| 8/8/2025 | Cetera Investment Advisers | 183,931 | $12.38M | 0.0% | +7.7% | 0.354% | |
| 8/8/2025 | Creative Planning | 3,146 | $212K | 0.0% | N/A | 0.006% | |
| 8/8/2025 | Meridian Wealth Management LLC | 42,197 | $2.84M | 0.1% | +16.3% | 0.081% | |
| 8/8/2025 | Capital Investment Counsel Inc | 3,500 | $236K | 0.0% | N/A | 0.007% | |
| 8/8/2025 | Atlanta Consulting Group Advisors LLC | 4,981 | $335K | 0.1% | N/A | 0.010% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 121,607 | $8.18M | 0.0% | -2.6% | 0.234% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 605,851 | $40.77M | 1.2% | +3.0% | 1.166% | |
| 8/7/2025 | Fund Evaluation Group LLC | 17,065 | $1.15M | 0.0% | N/A | 0.033% | |
| 8/7/2025 | Midland Wealth Advisors LLC | 965,210 | $64.96M | 3.6% | +9.7% | 1.858% | |
| 8/6/2025 | RWA Wealth Partners LLC | 846,098 | $56.94M | 0.7% | -3.2% | 1.629% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 19,158 | $1.29M | 0.7% | +12,587.4% | 0.037% | |
| 8/6/2025 | AE Wealth Management LLC | 17,315 | $1.17M | 0.0% | -3.7% | 0.033% | |
| 8/6/2025 | Stokes Family Office LLC | 10,000 | $673K | 0.1% | N/A | 0.019% | |
| 8/6/2025 | Harvest Portfolios Group Inc. | 540,320 | $36.36M | 0.8% | -5.1% | 1.040% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 294,107 | $19.79M | 6.2% | +8.9% | 0.566% | |
| 8/5/2025 | Simplex Trading LLC | 1,082 | $72K | 0.0% | -96.5% | 0.002% | |
| 8/4/2025 | Haven Private LLC | 3,900 | $262K | 0.1% | -83.5% | 0.007% | |
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| 8/4/2025 | Clear Investment Research LLC | 85,798 | $5.77M | 7.3% | -11.9% | 0.161% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 3,176 | $214K | 0.0% | +5.9% | 0.006% | |
| 8/4/2025 | Hantz Financial Services Inc. | 669,018 | $45.03M | 0.7% | -1.2% | 1.255% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 53,321 | $3.59M | 0.0% | -8.7% | 0.100% | |
| 7/31/2025 | Whipplewood Advisors LLC | 452 | $30K | 0.0% | +386.0% | 0.001% | |
| 7/30/2025 | Paragon Advisors LLC | 14,488 | $975K | 0.3% | -35.9% | 0.027% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 1,991 | $134K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Nottingham Advisors Inc. | 28,900 | $1.95M | 0.3% | +7.2% | 0.054% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 46,832 | $3.15M | 0.6% | +19.4% | 0.088% | |
| 7/29/2025 | Birmingham Capital Management Co. Inc. AL | 55,250 | $3.72M | 1.6% | -30.9% | 0.104% | |
| 7/29/2025 | Gladwyn Financial Advisors Inc. | 1,169 | $79K | 0.1% | N/A | 0.002% | |
| 7/28/2025 | Harbour Investments Inc. | 297,297 | $20.01M | 0.5% | +31.0% | 0.558% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,487 | $975K | 0.0% | -78.2% | 0.027% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 385 | $26K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Tectonic Advisors LLC | 60,026 | $4.04M | 0.2% | +8.7% | 0.116% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 52,274 | $3.52M | 0.3% | -0.5% | 0.101% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 182,739 | $11.72M | 6.4% | +12.5% | 0.352% | |
| 7/23/2025 | TriaGen Wealth Management LLC | 3,580 | $241K | 0.1% | +5.8% | 0.007% | |
| 7/22/2025 | Accel Wealth Management | 14,963 | $1.01M | 0.3% | -1.4% | 0.029% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,380 | $227K | 0.0% | -9.8% | 0.007% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,346,407 | $90.61M | 0.3% | +10.9% | 2.592% | |
| 7/18/2025 | Clarity Financial LLC | 4,951 | $333K | 0.0% | +13.0% | 0.009% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 7,648 | $515K | 0.1% | N/A | 0.014% | |
| 7/18/2025 | Truist Financial Corp | 3,331 | $224K | 0.0% | N/A | 0.006% | |
| 7/17/2025 | Trivium Point Advisory LLC | 12,947 | $871K | 0.1% | +17.4% | 0.025% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 216,556 | $14.57M | 0.0% | N/A | 0.415% | |
| 7/17/2025 | Income Research & Management | 403,862 | $27.18M | 7.3% | N/A | 0.774% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 43,991 | $2.96M | 1.5% | -9.5% | 0.084% | |
| 7/16/2025 | Freestate Advisors LLC | 3,424 | $230K | 0.2% | N/A | 0.007% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 7,469 | $503K | 0.1% | +12.6% | 0.014% | |
| 7/14/2025 | Conrad Siegel Investment Advisors Inc. | 108,628 | $7.31M | 1.6% | -10.6% | 0.208% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,329 | $291K | 0.0% | N/A | 0.008% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 118,796 | $7.68M | 3.7% | +7.2% | 0.228% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,366 | $361K | 0.0% | -41.6% | 0.010% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 4,800 | $320K | 0.1% | N/A | 0.009% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 646 | $46K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | CWC Advisors LLC. | 82,346 | $5.54M | 2.9% | +2.3% | 0.159% | |
| 7/10/2025 | Marshall Financial Group LLC | 93,266 | $6.02M | 1.2% | -2.4% | 0.180% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 50,939 | $3.34M | 0.0% | -2.7% | 0.098% | |
| 7/10/2025 | Sharkey Howes & Javer | 31,633 | $2.13M | 0.3% | +39.1% | 0.061% | |
| 7/9/2025 | Fermata Advisors LLC | 94,473 | $6.36M | 1.7% | +3.7% | 0.182% | |
| 7/8/2025 | Range Financial Group LLC | 4,276 | $288K | 0.1% | -8.1% | 0.008% | |
| 7/8/2025 | Ballew Advisors Inc | 9,542 | $626K | 0.4% | -9.1% | 0.018% | |
| 7/8/2025 | Legacy Private Trust Co. | 166,274 | $11.19M | 0.7% | +10.7% | 0.320% | |
| 5/20/2025 | Focus Partners Wealth | 7,427 | $528K | 0.0% | N/A | 0.014% | |
| 5/16/2025 | Empowered Funds LLC | 77,934 | $5.48M | 0.1% | N/A | 0.152% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,685 | $191K | 0.0% | -89.4% | 0.005% | |
| 5/16/2025 | Sepio Capital LP | 3,261 | $232K | 0.0% | -8.5% | 0.006% | |
| 5/16/2025 | Alliancebernstein L.P. | 243,116 | $17.29M | 0.0% | +1.2% | 0.474% | |
| 5/15/2025 | Royal Bank of Canada | 210,123 | $14.94M | 0.0% | -31.6% | 0.410% | |
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| 5/15/2025 | MAI Capital Management | 1,044 | $74K | 0.0% | +2,272.7% | 0.002% | |
| 5/14/2025 | CreativeOne Wealth LLC | 2,965 | $211K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Harvest Portfolios Group Inc. | 569,342 | $40.49M | 1.2% | +5.8% | 1.110% | |
| 5/14/2025 | Arizona PSPRS Trust | 21,867 | $1.56M | 0.1% | N/A | 0.043% | |
| 5/14/2025 | Comerica Bank | 9,595 | $682K | 0.0% | -29.4% | 0.019% | |
| 5/14/2025 | Napa Wealth Management | 41,423 | $2.95M | 1.7% | +385.8% | 0.081% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,176 | $297K | 0.0% | +12.4% | 0.008% | |
| 5/14/2025 | Ameriprise Financial Inc. | 536,797 | $38.17M | 0.0% | +1.0% | 1.046% | |
| 5/14/2025 | Flow Traders U.S. LLC | 77,917 | $5.54M | 0.2% | +57.2% | 0.152% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 5,069 | $360K | 0.8% | -7.4% | 0.010% | |
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