| 8/7/2025 | Cascade Financial Partners LLC | 33,645 | $2.09M | 0.3% | +34.3% | 0.298% | |
| 8/7/2025 | Addison Advisors LLC | 7,555 | $469K | 0.1% | -8.5% | 0.067% | |
| 8/7/2025 | WESCAP Management Group Inc. | 71,026 | $4.41M | 1.0% | -0.5% | 0.629% | |
| 8/6/2025 | AE Wealth Management LLC | 18,275 | $1.13M | 0.0% | +15.0% | 0.162% | |
| 8/6/2025 | Texas Yale Capital Corp. | 35,229 | $2.19M | 0.1% | +0.5% | 0.312% | |
| 8/6/2025 | SNS Financial Group LLC | 16,833 | $1.04M | 0.1% | +31.1% | 0.149% | |
| 8/5/2025 | Cassaday & Co Wealth Management LLC | 12,680 | $787K | 0.0% | -2.7% | 0.112% | |
| 8/4/2025 | Spire Wealth Management | 13,720 | $851K | 0.0% | -3.4% | 0.121% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 42,842 | $2.66M | 0.0% | +7.4% | 0.379% | |
| 7/31/2025 | Wealthfront Advisers LLC | 4,344 | $269K | 0.0% | -11.5% | 0.038% | |
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| 7/31/2025 | Cabot Wealth Management Inc. | 22,303 | $1.38M | 0.2% | +31.7% | 0.197% | |
| 7/31/2025 | Mason & Associates Inc | 45,226 | $2.81M | 0.6% | +4.7% | 0.400% | |
| 7/31/2025 | BIP Wealth LLC | 100,554 | $6.24M | 0.4% | -8.0% | 0.890% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 3,252 | $202K | 0.0% | N/A | 0.029% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 24,116 | $1.50M | 0.6% | -8.0% | 0.213% | |
| 7/31/2025 | 3EDGE Asset Management LP | 25,425 | $1.57M | 0.1% | +88.9% | 0.225% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 6,827 | $423K | 0.1% | +4.0% | 0.060% | |
| 7/30/2025 | Whittier Trust Co. | 5,528 | $343K | 0.0% | -4.1% | 0.049% | |
| 7/30/2025 | Bogart Wealth LLC | 58,700 | $3.64M | 0.2% | +6.9% | 0.519% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 54,158 | $3.36M | 0.0% | +6.4% | 0.479% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 3,876 | $243K | 0.0% | N/A | 0.034% | |
| 7/25/2025 | Investment Advisory Group LLC | 3,231 | $200K | 0.1% | N/A | 0.029% | |
| 7/24/2025 | rebel Financial LLC | 58,765 | $3.65M | 1.7% | N/A | 0.520% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 3,365 | $209K | 0.0% | -7.6% | 0.030% | |
| 7/24/2025 | Blair William & Co. IL | 1,314 | $82K | 0.0% | -39.0% | 0.012% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 31,669 | $1.96M | 1.1% | -10.3% | 0.280% | |
| 7/23/2025 | Watershed Private Wealth LLC | 3,387 | $210K | 0.1% | -36.6% | 0.030% | |
| 7/22/2025 | Sage Financial Group Inc. | 3,305 | $205K | 0.0% | N/A | 0.029% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 62,544 | $3.88M | 0.2% | +1.9% | 0.553% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 194,041 | $12.04M | 0.3% | +4.9% | 1.717% | |
| 7/18/2025 | Pure Financial Advisors LLC | 110,784 | $6.87M | 0.1% | -7.6% | 0.980% | |
| 7/17/2025 | Cyr Financial Inc. | 77,657 | $4.82M | 3.7% | +11.2% | 0.687% | |
| 7/17/2025 | Camelot Portfolios LLC | 13,530 | $839K | 0.5% | -9.4% | 0.120% | |
| 7/17/2025 | Michels Family Financial LLC | 17,965 | $1.11M | 0.9% | +3.2% | 0.159% | |
| 7/16/2025 | Perigon Wealth Management LLC | 8,321 | $516K | 0.0% | +4.7% | 0.074% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 23,688 | $1.47M | 0.6% | +3.4% | 0.210% | |
| 7/14/2025 | Sowell Financial Services LLC | 5,605 | $348K | 0.0% | -23.4% | 0.050% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 24,528 | $1.40M | 0.0% | N/A | 0.217% | |
| 7/9/2025 | Alesco Advisors LLC | 12,041 | $747K | 0.0% | -2.3% | 0.107% | |
| 7/9/2025 | Shore Point Advisors LLC | 6,132 | $380K | 0.2% | +3.2% | 0.054% | |
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| 7/8/2025 | FF Advisors LLC | 3,235 | $201K | 0.1% | N/A | 0.029% | |
| 7/8/2025 | Apella Capital LLC | 109,714 | $6.80M | 0.2% | +10.1% | 0.971% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,832 | $387K | 0.0% | +10,575.0% | 0.060% | |
| 5/16/2025 | Jones Financial Companies Lllp | 87,519 | $4.96M | 0.0% | +653.1% | 0.775% | |
| 5/15/2025 | Baird Financial Group Inc. | 50,431 | $2.86M | 0.0% | +0.7% | 0.446% | |
| 5/15/2025 | OLD Mission Capital LLC | 74,783 | $4.24M | 0.1% | +36.4% | 0.662% | |
| 5/15/2025 | Tortoise Investment Management LLC | 64,093 | $3.63M | 0.4% | +1.4% | 0.567% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 89,589 | $5.07M | 0.5% | +6.8% | 0.793% | |
| 5/14/2025 | Comerica Bank | 6,890 | $390K | 0.0% | +2.6% | 0.061% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 56,449 | $3.20M | 0.9% | -23.5% | 0.500% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,096 | $289K | 0.0% | -8.3% | 0.045% | |
| 5/14/2025 | Compound Planning Inc. | 10,673 | $604K | 0.0% | +1.8% | 0.094% | |
| 5/13/2025 | Cascade Financial Partners LLC | 25,045 | $1.42M | 0.2% | -10.6% | 0.222% | |
| 5/13/2025 | WESCAP Management Group Inc. | 71,396 | $4.04M | 1.0% | -8.0% | 0.632% | |
| 5/12/2025 | JFG Wealth Management LLC | 36,997 | $2.10M | 0.5% | -7.7% | 0.327% | |
| 5/12/2025 | Johnson Financial Group LLC | 61,315 | $3.47M | 0.4% | -20.4% | 0.543% | |
| 5/9/2025 | Blair William & Co. IL | 2,154 | $122K | 0.0% | -21.8% | 0.019% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 185,024 | $10.48M | 0.3% | +0.3% | 1.637% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 130,584 | $7.40M | 0.6% | +10.5% | 1.156% | |
| 5/7/2025 | LPL Financial LLC | 217,329 | $12.31M | 0.0% | -36.5% | 1.923% | |
| 5/7/2025 | Waddell & Associates LLC | 615,037 | $34.83M | 4.2% | +2.2% | 5.443% | |
| 5/7/2025 | Texas Yale Capital Corp. | 35,037 | $1.98M | 0.1% | +1.9% | 0.310% | |
| 5/6/2025 | Assetmark Inc. | 603 | $34K | 0.0% | -71.9% | 0.005% | |
| 5/6/2025 | Cetera Investment Advisers | 27,972 | $1.58M | 0.0% | +6.3% | 0.248% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 22,910 | $1.30M | 0.6% | +4.9% | 0.203% | |
| 5/6/2025 | AE Wealth Management LLC | 15,889 | $900K | 0.0% | -20.2% | 0.141% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 26,200 | $1.48M | 0.6% | -2.7% | 0.232% | |
| 5/5/2025 | SNS Financial Group LLC | 12,836 | $727K | 0.1% | +122.1% | 0.114% | |
| 5/2/2025 | BIP Wealth LLC | 109,321 | $6.19M | 0.4% | -7.9% | 0.967% | |
| 5/2/2025 | Wealthfront Advisers LLC | 4,911 | $278K | 0.0% | -9.9% | 0.043% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 524 | $30K | 0.0% | -71.0% | 0.005% | |
| 5/2/2025 | Bogart Wealth LLC | 54,890 | $3.11M | 0.1% | N/A | 0.486% | |
| 5/1/2025 | CWM LLC | 1,992 | $113K | 0.0% | +75.8% | 0.018% | |
| 5/1/2025 | 3EDGE Asset Management LP | 13,463 | $766K | 0.1% | +5.8% | 0.119% | |
| 5/1/2025 | Omega Financial Group LLC | 10,700 | $606K | 0.2% | -3.0% | 0.095% | |
| 5/1/2025 | Austin Wealth Management LLC | 12,471 | $700K | 0.1% | -3.3% | 0.110% | |
| 4/30/2025 | Index Fund Advisors Inc. | 8,436 | $478K | 0.0% | -14.9% | 0.075% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 50,903 | $2.88M | 0.0% | +6.9% | 0.450% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 39,884 | $2.26M | 0.0% | -42.7% | 0.353% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,883 | $446K | 0.0% | +24.0% | 0.070% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 33,514 | $1.90M | 0.0% | -4.3% | 0.297% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 61,365 | $3.48M | 0.2% | +11.9% | 0.543% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 35,290 | $2.00M | 1.2% | -1.1% | 0.312% | |
| 4/23/2025 | Pure Financial Advisors LLC | 119,961 | $6.79M | 0.1% | +18.5% | 1.062% | |
| 4/23/2025 | Perigon Wealth Management LLC | 7,947 | $450K | 0.0% | +20.2% | 0.070% | |
| 4/23/2025 | Spire Wealth Management | 14,196 | $804K | 0.0% | +2.4% | 0.126% | |
| 4/22/2025 | Cyr Financial Inc. | 69,835 | $3.96M | 3.9% | +2.8% | 0.618% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 16,934 | $959K | 0.1% | -1.7% | 0.150% | |
| 4/17/2025 | Mason & Associates Inc | 43,200 | $2.45M | 0.6% | +3.9% | 0.382% | |
| 4/17/2025 | Sowell Financial Services LLC | 7,322 | $415K | 0.0% | N/A | 0.065% | |
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| 4/16/2025 | Sound Stewardship LLC | 5,733 | $325K | 0.2% | -5.4% | 0.051% | |
| 4/15/2025 | Rockingstone Advisors LLC | 10,196 | $577K | 0.3% | -4.5% | 0.090% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,304 | $74K | 0.0% | -16.0% | 0.012% | |
| 4/14/2025 | Greenspring Advisors LLC | 6,092 | $345K | 0.1% | +43.0% | 0.054% | |
| 4/10/2025 | Apella Capital LLC | 99,626 | $5.23M | 0.2% | +7.9% | 0.882% | |
| 4/9/2025 | Merit Financial Group LLC | 52,645 | $2.98M | 0.0% | -30.0% | 0.466% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,034 | $59K | 0.0% | -25.0% | 0.009% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 988 | $58K | 0.0% | N/A | 0.009% | |
| 2/20/2025 | Michels Family Financial LLC | 16,939 | $993K | 0.9% | N/A | 0.129% | |
| 2/17/2025 | Vista Investment Management | 34,770 | $2.04M | 0.8% | +15.1% | 0.265% | |
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